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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,130.56万 | 4.68% | 83,949 | 2,050 | 2.5% | $52.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,984.52万 | 4.36% | 113,791 | -205 | -0.2% | -$3.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,356.17万 | 2.98% | 36,636 | 338 | 0.9% | $12.51万 | 加仓 |
| — | EXXON MOBIL CORP | $1,108.42万 | 2.43% | 65,330 | -257 | -0.4% | -$4.36万 | 减仓 |
| LLY | ELI LILLY & CO | $937.63万 | 2.06% | 10,193 | -251 | -2.4% | -$23.09万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $937.49万 | 2.06% | 84,322 | 4,102 | 5.1% | $45.61万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $936.61万 | 2.06% | 132,085 | 16,213 | 14.0% | $114.97万 | 加仓 |
| WMT | WALMART INC | $875.86万 | 1.92% | 70,475 | -336 | -0.5% | -$4.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $850.17万 | 1.87% | 28,902 | 85 | 0.3% | $2.50万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $789.11万 | 1.73% | 15,793 | 426 | 2.8% | $21.29万 | 加仓 |
| ABBV | ABBVIE INC | $763.17万 | 1.68% | 35,090 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $734.60万 | 1.61% | 173,993 | 16,932 | 10.8% | $71.49万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $724.62万 | 1.59% | 174,440 | 11,069 | 6.8% | $45.98万 | 加仓 |
| GOOGL | ALPHABET INC | $716.23万 | 1.57% | 24,907 | -1,045 | -4.0% | -$30.05万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $702.49万 | 1.54% | 90,586 | 13,243 | 17.1% | $102.70万 | 加仓 |
| V | VISA INC | $684.74万 | 1.50% | 22,655 | 410 | 1.8% | $12.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $568.79万 | 1.25% | 27,492 | -493 | -1.8% | -$10.20万 | 减仓 |
| APH | AMPHENOL CORP | $515.36万 | 1.13% | 40,788 | 2,688 | 7.1% | $33.96万 | 加仓 |
| IGIB | ISHARES TR | $515.27万 | 1.13% | 96,818 | 14,524 | 17.6% | $77.30万 | 加仓 |
| SKOR | FLEXSHARES TR | $477.24万 | 1.05% | 98,157 | 14,587 | 17.5% | $70.92万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $475.48万 | 1.04% | 19,616 | 333 | 1.7% | $8.07万 | 加仓 |
| AMZN | AMAZON COM INC | $452.40万 | 0.99% | 21,722 | 455 | 2.1% | $9.48万 | 加仓 |
| QLC | FLEXSHARES TR | $443.51万 | 0.97% | 56,744 | 5,989 | 11.8% | $46.81万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $433.47万 | 0.95% | 86,347 | 2,121 | 2.5% | $10.65万 | 加仓 |
| — | FLEXSHARES TR | $430.07万 | 0.94% | 113,433 | 11,223 | 11.0% | $42.55万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $423.10万 | 0.93% | 80,163 | 9,937 | 14.2% | $52.45万 | 加仓 |
| HD | HOME DEPOT INC | $421.21万 | 0.93% | 12,807 | 155 | 1.2% | $5.10万 | 加仓 |
| META | META PLATFORMS INC | $401.11万 | 0.88% | 7,011 | -50 | -0.7% | -$2.86万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $398.49万 | 0.88% | 68,847 | -2,515 | -3.5% | -$14.56万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $393.88万 | 0.87% | 46,426 | 2,579 | 5.9% | $21.88万 | 加仓 |
| MRK | MERCK & CO INC | $380.77万 | 0.84% | 31,656 | 1,508 | 5.0% | $18.14万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $377.08万 | 0.83% | 74,506 | -8,589 | -10.3% | -$43.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $376.56万 | 0.83% | 15,405 | 271 | 1.8% | $6.62万 | 加仓 |
| TSLA | TESLA INC | $376.24万 | 0.83% | 10,121 | 576 | 6.0% | $21.41万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $364.83万 | 0.80% | 59,555 | -2,442 | -3.9% | -$14.96万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $340.29万 | 0.75% | 94,211 | 1,700 | 1.8% | $6.14万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $339.37万 | 0.75% | 59,879 | 1,447 | 2.5% | $8.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $337.90万 | 0.74% | 23,395 | -1,403 | -5.7% | -$20.26万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $332.82万 | 0.73% | 30,128 | 3,598 | 13.6% | $39.75万 | 加仓 |
| QGRW | WISDOMTREE TR | $323.77万 | 0.71% | 60,598 | 5,444 | 9.9% | $29.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $297.34万 | 0.65% | 6,450 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $294.74万 | 0.65% | 101,670 | 1,437 | 1.4% | $4.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $294.54万 | 0.65% | 6,146 | 341 | 5.9% | $16.34万 | 加仓 |
| CB | CHUBB LTD SWITZ | $293.94万 | 0.65% | 9,019 | 1,389 | 18.2% | $45.27万 | 加仓 |
| PSX | PHILLIPS 66 | $293.69万 | 0.64% | 16,121 | -104 | -0.6% | -$1.89万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $285.95万 | 0.63% | 35,473 | 3,143 | 9.7% | $25.34万 | 加仓 |
| ETN | EATON CORP PLC | $282.17万 | 0.62% | 7,889 | 142 | 1.8% | $5.08万 | 加仓 |
| GLD | SPDR GOLD TR | $270.39万 | 0.59% | 6,284 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $256.10万 | 0.56% | 29,154 | -2,308 | -7.3% | -$20.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $255.78万 | 0.56% | 2,567 | -120 | -4.5% | -$11.96万 | 减仓 |
| CTAS | CINTAS CORP | $255.27万 | 0.56% | 15,092 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $254.45万 | 0.56% | 8,221 | 185 | 2.3% | $5.73万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $250.68万 | 0.55% | 26,990 | 3,288 | 13.9% | $30.54万 | 加仓 |
| BN | BROOKFIELD CORP | $250.52万 | 0.55% | 62,014 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $241.69万 | 0.53% | 43,533 | 1,665 | 4.0% | $9.24万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $239.92万 | 0.53% | 53,173 | 998 | 1.9% | $4.50万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $220.53万 | 0.48% | 51,841 | 856 | 1.7% | $3.64万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $218.20万 | 0.48% | 35,977 | -155 | -0.4% | -$9,401 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $214.02万 | 0.47% | 3,541 | 350 | 11.0% | $21.15万 | 加仓 |
| PFE | PFIZER INC | $210.69万 | 0.46% | 75,030 | 3,642 | 5.1% | $10.23万 | 加仓 |
| SHEL | SHELL PLC | $202.95万 | 0.45% | 21,822 | 7 | 0.0% | $651 | 加仓 |
| OKE | ONEOK INC NEW | $201.13万 | 0.44% | 22,251 | -1,996 | -8.2% | -$18.04万 | 减仓 |
| GOOG | ALPHABET INC | $197.91万 | 0.43% | 6,899 | 75 | 1.1% | $2.15万 | 加仓 |
| RTX | RTX CORPORATION | $195.76万 | 0.43% | 10,148 | 307 | 3.1% | $5.92万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $195.01万 | 0.43% | 17,230 | -8 | -0.0% | -$905 | 减仓 |
| SPGI | S&P GLOBAL INC | $192.89万 | 0.42% | 4,535 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $189.09万 | 0.42% | 37,562 | -5,594 | -13.0% | -$28.16万 | 减仓 |
| CAT | CATERPILLAR INC | $186.40万 | 0.41% | 2,631 | -184 | -6.5% | -$13.04万 | 减仓 |
| INTU | INTUIT | $183.63万 | 0.40% | 4,247 | -10 | -0.2% | -$4,324 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $176.76万 | 0.39% | 60,681 | -295 | -0.5% | -$8,593 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $172.78万 | 0.38% | 21,442 | 2,985 | 16.2% | $24.05万 | 加仓 |
| QCOM | QUALCOMM INC | $167.67万 | 0.37% | 13,020 | 2 | 0.0% | $258 | 加仓 |
| BAC | BANK AMERICA CORP | $164.91万 | 0.36% | 33,827 | 1,151 | 3.5% | $5.61万 | 加仓 |
| GLW | CORNING INC | $163.42万 | 0.36% | 12,019 | 350 | 3.0% | $4.76万 | 加仓 |
| BA | BOEING CO | $162.23万 | 0.36% | 8,151 | 415 | 5.4% | $8.26万 | 加仓 |
| NUE | NUCOR CORP | $159.63万 | 0.35% | 9,440 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $157.83万 | 0.35% | 23,162 | 297 | 1.3% | $2.02万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $155.07万 | 0.34% | 33,659 | -894 | -2.6% | -$4.12万 | 减仓 |
| MCD | MCDONALDS CORP | $154.15万 | 0.34% | 4,960 | -9 | -0.2% | -$2,797 | 减仓 |
| DE | DEERE & CO | $152.32万 | 0.33% | 2,704 | 1 | 0.0% | $563 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $151.09万 | 0.33% | 1,786 | 15 | 0.8% | $1.27万 | 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 |
| PLD | PROLOGIS INC. | $148.08万 | 0.33% | 11,203 | 10 | 0.1% | $1,322 | 加仓 |
| CSCO | CISCO SYS INC | $147.33万 | 0.32% | 18,988 | 20 | 0.1% | $1,552 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $146.93万 | 0.32% | 11,742 | -2,200 | -15.8% | -$27.53万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $139.41万 | 0.31% | 11,170 | -370 | -3.2% | -$4.62万 | 减仓 |
| MS | MORGAN STANLEY | $134.42万 | 0.30% | 8,168 | 1 | 0.0% | $165 | 加仓 |
| GE | GE AEROSPACE | $130.30万 | 0.29% | 4,592 | 1,250 | 37.4% | $35.47万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $128.36万 | 0.28% | 12,502 | 12 | 0.1% | $1,232 | 加仓 |
| KLAC | KLA CORP | $127.95万 | 0.28% | 869 | -144 | -14.2% | -$21.20万 | 减仓 |
| AMGN | AMGEN INC | $127.51万 | 0.28% | 3,624 | -47 | -1.3% | -$1.65万 | 减仓 |
| NTSX | WISDOMTREE TR | $125.16万 | 0.27% | 24,000 | -1,000 | -4.0% | -$5.21万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $122.63万 | 0.27% | 15,149 | 760 | 5.3% | $6.15万 | 加仓 |
| NFLX | NETFLIX INC. | $119.90万 | 0.26% | 12,470 | 1,292 | 11.6% | $12.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $119.24万 | 0.26% | 5,581 | -1,848 | -24.9% | -$39.48万 | 减仓 |
| NKE | NIKE INC | $116.20万 | 0.26% | 21,999 | 456 | 2.1% | $2.41万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $114.15万 | 0.25% | 16,718 | -199 | -1.2% | -$1.36万 | 减仓 |
| BP | BP PLC | $111.26万 | 0.24% | 23,672 | -62 | -0.3% | -$2,914 | 减仓 |
| CWB | SPDR SERIES TRUST | $109.14万 | 0.24% | 11,925 | 0 | 0.0% | — | 不变 |
| AVMV | AMERICAN CENTY ETF TR | $108.16万 | 0.24% | 14,581 | 1,901 | 15.0% | $14.10万 | 加仓 |