Heritage Investment Group, Inc.
POMPANO BEACH FL · SEC CIK 0001876811
$7.44亿2026Q2 申报市值
135持仓数
68.6%前十大占比 · 第一大 13.7%
14 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$130.91万
SUB 加仓+$111.78万
IJR 加仓+$102.48万
VT 加仓+$87.45万
DIMENSIONAL ETF 加仓+$86.05万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$107.16万
IWF 减仓-$100.73万
IWB 减仓-$69.94万
DIMENSIONAL ETF 减仓-$64.14万
DFUV 减仓-$48.47万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $154.44万 | 0.21% | 4,265 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $158.82万 | 0.21% | 4,852 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $165.56万 | 0.22% | 4,197 | -100 | -2.3% | -$3.94万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $181.79万 | 0.24% | 3,480 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $189.68万 | 0.25% | 45,982 | 5,577 | 13.8% | $23.01万 | 加仓 |
| STIP | ISHARES TR | $198.35万 | 0.27% | 19,415 | 488 | 2.6% | $4.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $214.94万 | 0.29% | 10,742 | 71 | 0.7% | $1.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $217.24万 | 0.29% | 5,824 | -148 | -2.5% | -$5.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $220.87万 | 0.30% | 30,999 | -117 | -0.4% | -$8,336 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $225.27万 | 0.30% | 32,227 | -175 | -0.5% | -$1.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $240.69万 | 0.32% | 4,810 | 429 | 9.8% | $21.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $241.41万 | 0.32% | 3,515 | 11 | 0.3% | $7,555 | 加仓 |
| AVGO | BROADCOM INC | $258.17万 | 0.35% | 6,834 | 809 | 13.4% | $30.56万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $268.49万 | 0.36% | 66,771 | -533 | -0.8% | -$2.14万 | 减仓 |
| LLY | ELI LILLY & CO | $268.55万 | 0.36% | 2,239 | 25 | 1.1% | $3.00万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.40% | 4 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $352.92万 | 0.47% | 29,528 | 2,568 | 9.5% | $30.69万 | 加仓 |
| AAPL | APPLE INC | $561.26万 | 0.75% | 19,397 | 1,964 | 11.3% | $56.83万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $609.23万 | 0.82% | 8,158 | -1,435 | -15.0% | -$107.16万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $821.89万 | 1.10% | 194,715 | 4,583 | 2.4% | $19.34万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $937.09万 | 1.26% | 196,249 | 14,905 | 8.2% | $71.17万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $983.33万 | 1.32% | 62,652 | 5,572 | 9.8% | $87.45万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,029.75万 | 1.38% | 84,809 | -2,956 | -3.4% | -$35.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,334.17万 | 1.79% | 162,743 | -5,493 | -3.3% | -$45.03万 | 减仓 |
| IDEV | ISHARES TR | $1,442.54万 | 1.94% | 162,064 | 4,085 | 2.6% | $36.36万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,977.33万 | 2.66% | 530,683 | 12,017 | 2.3% | $44.78万 | 加仓 |
| IJR | ISHARES TR | $2,157.61万 | 2.90% | 145,479 | 6,910 | 5.0% | $102.48万 | 加仓 |
| IWB | ISHARES TR | $2,308.39万 | 3.10% | 56,371 | -1,708 | -2.9% | -$69.94万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,323.78万 | 3.12% | 571,797 | 2,600 | 0.5% | $10.57万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,997.11万 | 4.03% | 579,824 | 6,030 | 1.1% | $31.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,566.69万 | 4.79% | 433,167 | -7,790 | -1.8% | -$64.14万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,121.31万 | 5.54% | 502,967 | -608 | -0.1% | -$4.98万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,387.14万 | 5.89% | 867,367 | -897 | -0.1% | -$4.54万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,602.49万 | 6.18% | 836,665 | -8,811 | -1.0% | -$48.47万 | 减仓 |
| REET | ISHARES TR | $4,828.63万 | 6.49% | 1,748,235 | 17,145 | 1.0% | $47.35万 | 加仓 |
| SUB | ISHARES TR | $5,871.91万 | 7.89% | 551,509 | 10,499 | 1.9% | $111.78万 | 加仓 |
| IVV | ISHARES TR | $8,174.50万 | 10.98% | 109,155 | 1,748 | 1.6% | $130.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.02亿 | 13.67% | 2,294,074 | 19,399 | 0.9% | $86.05万 | 加仓 |