Herold Advisors, Inc.
New York NY · SEC CIK 0001891713
$4.55亿2026Q1 申报市值
263持仓数
26.1%前十大占比 · 第一大 4.7%
21 / 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
DFUS 加仓+$114.97万
AVLC 加仓+$102.70万
BONDBLOXX ETF TR 新建仓+$82.96万
IGIB 加仓+$77.30万
DFCF 加仓+$71.49万
2026Q1 卖出最多 按季末市值估算
CRM 清仓-$49.59万
JPST 减仓-$43.47万
BLK 减仓-$39.53万
LRCX 减仓-$39.48万
ICE 减仓-$31.64万
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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $54.97万 | 0.12% | 614 | -10 | -1.6% | -$8,952 | 减仓 |
| BNDC | FLEXSHARES TR | $55.31万 | 0.12% | 24,869 | -1,083 | -4.2% | -$2.41万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $55.86万 | 0.12% | 11,471 | 803 | 7.5% | $3.91万 | 加仓 |
| BLK | BLACKROCK INC | $55.88万 | 0.12% | 581 | -411 | -41.4% | -$39.53万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $56.23万 | 0.12% | 7,515 | 1,164 | 18.3% | $8.71万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $56.71万 | 0.12% | 19,753 | -4,842 | -19.7% | -$13.90万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $56.94万 | 0.13% | 1,883 | 171 | 10.0% | $5.17万 | 加仓 |
| EME | EMCOR GROUP INC | $57.00万 | 0.13% | 772 | 772 | — | $57.00万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $57.22万 | 0.13% | 992 | 494 | 99.2% | $28.50万 | 加仓 |
| VST | VISTRA CORP | $57.47万 | 0.13% | 3,823 | 948 | 33.0% | $14.25万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $58.11万 | 0.13% | 2,750 | 0 | 0.0% | — | 不变 |
| QDEF | FLEXSHARES TR | $58.86万 | 0.13% | 7,374 | -2,000 | -21.3% | -$15.96万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $59.88万 | 0.13% | 6,087 | 302 | 5.2% | $2.97万 | 加仓 |
| TLTD | FLEXSHARES TR | $60.18万 | 0.13% | 6,403 | -352 | -5.2% | -$3.31万 | 减仓 |
| AVUQ | AMERICAN CENTY ETF TR | $60.36万 | 0.13% | 10,639 | 2,725 | 34.4% | $15.46万 | 加仓 |
| DOL | WISDOMTREE TR | $61.30万 | 0.13% | 9,016 | 174 | 2.0% | $1.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.01万 | 0.14% | 2,329 | -1,123 | -32.5% | -$30.38万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $63.15万 | 0.14% | 3,088 | 3,088 | — | $63.15万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $63.48万 | 0.14% | 1,879 | 200 | 11.9% | $6.76万 | 加仓 |
| DOW | DOW HLDGS INC | $64.03万 | 0.14% | 15,373 | 2 | 0.0% | $83 | 加仓 |
| MO | ALTRIA GROUP INC | $64.53万 | 0.14% | 9,779 | 94 | 1.0% | $6,203 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $64.98万 | 0.14% | 3,194 | 476 | 17.5% | $9.68万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $65.06万 | 0.14% | 11,687 | -283 | -2.4% | -$1.58万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $65.10万 | 0.14% | 11,070 | -1,250 | -10.1% | -$7.35万 | 减仓 |
| HYGV | FLEXSHARES TR | $65.53万 | 0.14% | 16,358 | -1,227 | -7.0% | -$4.92万 | 减仓 |
| CCI | CROWN CASTLE INC | $67.60万 | 0.15% | 8,314 | 679 | 8.9% | $5.52万 | 加仓 |
| CVS | CVS HEALTH CORP | $68.06万 | 0.15% | 9,476 | -642 | -6.3% | -$4.61万 | 减仓 |
| GEV | GE VERNOVA INC | $69.40万 | 0.15% | 795 | 183 | 29.9% | $15.97万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $70.02万 | 0.15% | 13,023 | 1,930 | 17.4% | $10.38万 | 加仓 |
| SGOV | ISHARES TR | $70.45万 | 0.15% | 6,999 | 6,999 | — | $70.45万 | 新建仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $70.60万 | 0.16% | 33,067 | 4,068 | 14.0% | $8.69万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $70.92万 | 0.16% | 15,656 | -98 | -0.6% | -$4,439 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $71.91万 | 0.16% | 2,104 | -834 | -28.4% | -$28.51万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $73.32万 | 0.16% | 14,816 | 3,937 | 36.2% | $19.48万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $73.46万 | 0.16% | 1,548 | 336 | 27.7% | $15.95万 | 加仓 |
| IBN | ICICI BANK LIMITED | $74.98万 | 0.16% | 28,950 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $75.32万 | 0.17% | 5,120 | 35 | 0.7% | $5,149 | 加仓 |
| BX | BLACKSTONE INC | $76.07万 | 0.17% | 6,615 | -39 | -0.6% | -$4,485 | 减仓 |
| — | FLEXSHARES TR | $76.22万 | 0.17% | 10,602 | -1,195 | -10.1% | -$8.59万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $77.85万 | 0.17% | 2,680 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $79.47万 | 0.17% | 1,330 | 443 | 49.9% | $26.47万 | 加仓 |
| CMPR | CIMPRESS PLC | $79.57万 | 0.17% | 10,900 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $80.04万 | 0.18% | 1,631 | -85 | -5.0% | -$4.17万 | 减仓 |
| ALLE | ALLEGION PLC | $80.35万 | 0.18% | 5,530 | 134 | 2.5% | $1.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.61万 | 0.18% | 21,930 | 212 | 1.0% | $7,793 | 加仓 |
| DGRO | ISHARES TR | $81.74万 | 0.18% | 11,647 | -3,199 | -21.5% | -$22.45万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $81.83万 | 0.18% | 16,353 | 2,000 | 13.9% | $10.01万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $82.96万 | 0.18% | 16,130 | 16,130 | — | $82.96万 | 新建仓 |
| LRGF | ISHARES TR | $84.06万 | 0.18% | 12,737 | 2,371 | 22.9% | $15.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $84.12万 | 0.18% | 5,088 | -540 | -9.6% | -$8.93万 | 减仓 |
| WMB | WILLIAMS COS INC | $85.30万 | 0.19% | 11,720 | 408 | 3.6% | $2.97万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $85.60万 | 0.19% | 25,530 | -346 | -1.3% | -$1.16万 | 减仓 |
| MMM | 3M CO | $85.68万 | 0.19% | 5,900 | -149 | -2.5% | -$2.16万 | 减仓 |
| IRM | IRON MTN INC DEL | $86.82万 | 0.19% | 8,500 | -150 | -1.7% | -$1.53万 | 减仓 |
| HSY | HERSHEY CO | $88.50万 | 0.19% | 4,257 | -264 | -5.8% | -$5.49万 | 减仓 |
| DIS | DISNEY WALT CO | $88.77万 | 0.19% | 9,211 | -2,678 | -22.5% | -$25.81万 | 减仓 |
| UNP | UNION PAC CORP | $89.28万 | 0.20% | 3,680 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $89.58万 | 0.20% | 9,532 | 184 | 2.0% | $1.73万 | 加仓 |
| TMUS | T-MOBILE US INC | $93.25万 | 0.20% | 4,440 | 635 | 16.7% | $13.34万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $94.39万 | 0.21% | 3,767 | -523 | -12.2% | -$13.11万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $96.27万 | 0.21% | 6,908 | -178 | -2.5% | -$2.48万 | 减仓 |
| EPS | WISDOMTREE TR | $98.56万 | 0.22% | 14,470 | -1,000 | -6.5% | -$6.81万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $99.84万 | 0.22% | 5,785 | 75 | 1.3% | $1.29万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $101.94万 | 0.22% | 2,334 | -310 | -11.7% | -$13.54万 | 减仓 |
| C | CITIGROUP INC | $103.90万 | 0.23% | 9,161 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $104.08万 | 0.23% | 10,225 | -990 | -8.8% | -$10.08万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $106.80万 | 0.23% | 17,418 | -1,177 | -6.3% | -$7.22万 | 减仓 |
| NGG | NATIONAL GRID PLC | $106.82万 | 0.23% | 12,629 | 462 | 3.8% | $3.91万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $108.00万 | 0.24% | 21,317 | 8,167 | 62.1% | $41.38万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $108.16万 | 0.24% | 14,581 | 1,901 | 15.0% | $14.10万 | 加仓 |
| CWB | SPDR SERIES TRUST | $109.14万 | 0.24% | 11,925 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $111.26万 | 0.24% | 23,672 | -62 | -0.3% | -$2,914 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $114.15万 | 0.25% | 16,718 | -199 | -1.2% | -$1.36万 | 减仓 |
| NKE | NIKE INC | $116.20万 | 0.26% | 21,999 | 456 | 2.1% | $2.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $119.24万 | 0.26% | 5,581 | -1,848 | -24.9% | -$39.48万 | 减仓 |
| NFLX | NETFLIX INC. | $119.90万 | 0.26% | 12,470 | 1,292 | 11.6% | $12.42万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $122.63万 | 0.27% | 15,149 | 760 | 5.3% | $6.15万 | 加仓 |
| NTSX | WISDOMTREE TR | $125.16万 | 0.27% | 24,000 | -1,000 | -4.0% | -$5.21万 | 减仓 |
| AMGN | AMGEN INC | $127.51万 | 0.28% | 3,624 | -47 | -1.3% | -$1.65万 | 减仓 |
| KLAC | KLA CORP | $127.95万 | 0.28% | 869 | -144 | -14.2% | -$21.20万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $128.36万 | 0.28% | 12,502 | 12 | 0.1% | $1,232 | 加仓 |
| GE | GE AEROSPACE | $130.30万 | 0.29% | 4,592 | 1,250 | 37.4% | $35.47万 | 加仓 |
| MS | MORGAN STANLEY | $134.42万 | 0.30% | 8,168 | 1 | 0.0% | $165 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $139.41万 | 0.31% | 11,170 | -370 | -3.2% | -$4.62万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $146.93万 | 0.32% | 11,742 | -2,200 | -15.8% | -$27.53万 | 减仓 |
| CSCO | CISCO SYS INC | $147.33万 | 0.32% | 18,988 | 20 | 0.1% | $1,552 | 加仓 |
| PLD | PROLOGIS INC. | $148.08万 | 0.33% | 11,203 | 10 | 0.1% | $1,322 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $150.55万 | 0.33% | 20,965 | 3,057 | 17.1% | $21.95万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $151.09万 | 0.33% | 1,786 | 15 | 0.8% | $1.27万 | 加仓 |
| DE | DEERE & CO | $152.32万 | 0.33% | 2,704 | 1 | 0.0% | $563 | 加仓 |
| MCD | MCDONALDS CORP | $154.15万 | 0.34% | 4,960 | -9 | -0.2% | -$2,797 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $155.07万 | 0.34% | 33,659 | -894 | -2.6% | -$4.12万 | 减仓 |
| SLV | ISHARES SILVER TR | $157.83万 | 0.35% | 23,162 | 297 | 1.3% | $2.02万 | 加仓 |
| NUE | NUCOR CORP | $159.63万 | 0.35% | 9,440 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $162.23万 | 0.36% | 8,151 | 415 | 5.4% | $8.26万 | 加仓 |
| GLW | CORNING INC | $163.42万 | 0.36% | 12,019 | 350 | 3.0% | $4.76万 | 加仓 |
| BAC | BANK AMERICA CORP | $164.91万 | 0.36% | 33,827 | 1,151 | 3.5% | $5.61万 | 加仓 |
| QCOM | QUALCOMM INC | $167.67万 | 0.37% | 13,020 | 2 | 0.0% | $258 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $172.78万 | 0.38% | 21,442 | 2,985 | 16.2% | $24.05万 | 加仓 |