Heritage Investment Group, Inc.
POMPANO BEACH FL · SEC CIK 0001876811
$6.61亿2026Q1 申报市值
123持仓数
69.3%前十大占比 · 第一大 13.4%
1 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IWB 加仓+$360.23万
DIMENSIONAL ETF 加仓+$274.04万
SUB 加仓+$178.83万
VTEB 加仓+$155.87万
IWF 加仓+$146.69万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$244.50万
DIMENSIONAL ETF 减仓-$131.16万
DFUV 减仓-$121.74万
GS 清仓-$59.86万
NFLX 清仓-$30.20万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $206.21万 | 0.31% | 4,836 | 3,440 | 246.4% | $146.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $209.38万 | 0.32% | 3,504 | -43 | -1.2% | -$2.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $209.94万 | 0.32% | 4,381 | -131 | -2.9% | -$6.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $221.06万 | 0.33% | 5,972 | -214 | -3.5% | -$7.92万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $227.89万 | 0.34% | 67,304 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $235.13万 | 0.36% | 3,370 | 10 | 0.3% | $6,977 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.43% | 4 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $442.44万 | 0.67% | 17,433 | 440 | 2.6% | $11.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $623.87万 | 0.94% | 9,593 | 2,036 | 26.9% | $132.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $789.53万 | 1.19% | 57,080 | 2,826 | 5.2% | $39.09万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $802.74万 | 1.21% | 190,132 | 28,440 | 17.6% | $120.07万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $868.28万 | 1.31% | 181,344 | 5,198 | 3.0% | $24.89万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $879.14万 | 1.33% | 87,765 | 3,309 | 3.9% | $33.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,212.64万 | 1.84% | 168,236 | 38,019 | 29.2% | $274.04万 | 加仓 |
| IDEV | ISHARES TR | $1,320.23万 | 2.00% | 157,979 | 4,008 | 2.6% | $33.49万 | 加仓 |
| IJR | ISHARES TR | $1,722.55万 | 2.61% | 138,569 | 5,585 | 4.2% | $69.43万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,842.82万 | 2.79% | 518,666 | 14,865 | 3.0% | $52.82万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,966.57万 | 2.98% | 569,197 | 10,246 | 1.8% | $35.40万 | 加仓 |
| IWB | ISHARES TR | $2,070.86万 | 3.13% | 58,079 | 10,103 | 21.1% | $360.23万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,588.96万 | 3.92% | 573,794 | 9,860 | 1.7% | $44.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,136.53万 | 4.75% | 440,957 | -2,094 | -0.5% | -$14.89万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,570.85万 | 5.40% | 503,575 | -291 | -0.1% | -$2.06万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,097.18万 | 6.20% | 845,476 | -25,122 | -2.9% | -$121.74万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,331.77万 | 6.56% | 868,264 | 31,243 | 3.7% | $155.87万 | 加仓 |
| REET | ISHARES TR | $4,353.69万 | 6.59% | 1,731,090 | 40,932 | 2.4% | $102.94万 | 加仓 |
| SUB | ISHARES TR | $5,761.75万 | 8.72% | 541,010 | 16,792 | 3.2% | $178.83万 | 加仓 |
| IVV | ISHARES TR | $7,015.91万 | 10.62% | 107,407 | -3,743 | -3.4% | -$244.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,839.39万 | 13.38% | 2,274,675 | -33,751 | -1.5% | -$131.16万 | 减仓 |