Heritage Wealth Management, Inc./Texas
HOUSTON TX · SEC CIK 0001966400
$2.34亿2026Q1 申报市值
41持仓数
90.6%前十大占比 · 第一大 27.1%
2 / 0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+$81.49万
DFAI 加仓+$61.60万
DFUV 加仓+$59.13万
DIMENSIONAL ETF 加仓+$51.08万
MUB 加仓+$48.06万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$39.41万
IJR 减仓-$33.86万
IJH 减仓-$22.39万
SLB 减仓-$20.77万
EXXON MOBIL CORP 减仓-$16.93万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BDJ | BLACKROCK ENHANCED EQUITY DI | $11.91万 | 0.05% | 13,811 | -651 | -4.5% | -$5,612 | 减仓 |
| SO | SOUTHERN CO | $20.27万 | 0.09% | 2,100 | 2,100 | — | $20.27万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.43万 | 0.09% | 950 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $20.44万 | 0.09% | 7,051 | -500 | -6.6% | -$1.45万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $21.32万 | 0.09% | 814 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $21.34万 | 0.09% | 6,091 | 6,091 | — | $21.34万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $22.73万 | 0.10% | 5,039 | -3,290 | -39.5% | -$14.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $24.00万 | 0.10% | 10,149 | 15 | 0.1% | $355 | 加仓 |
| ABBV | ABBVIE INC | $24.03万 | 0.10% | 1,105 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $24.22万 | 0.10% | 991 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $24.57万 | 0.11% | 3,501 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.37万 | 0.12% | 884 | -6 | -0.7% | -$1,925 | 减仓 |
| MEAR | ISHARES U S ETF TR | $29.24万 | 0.12% | 5,808 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $31.01万 | 0.13% | 3,425 | -1 | -0.0% | -$91 | 减仓 |
| IUSV | ISHARES TR | $32.87万 | 0.14% | 3,214 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $37.21万 | 0.16% | 1,265 | -209 | -14.2% | -$6.15万 | 减仓 |
| SPGI | S&P GLOBAL INC | $40.86万 | 0.17% | 961 | -153 | -13.7% | -$6.50万 | 减仓 |
| SLB | SLB LIMITED | $41.78万 | 0.18% | 8,130 | -4,041 | -33.2% | -$20.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $43.16万 | 0.18% | 1,166 | 54 | 4.9% | $2.00万 | 加仓 |
| AVGO | BROADCOM INC | $44.95万 | 0.19% | 1,452 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $47.77万 | 0.20% | 5,348 | -550 | -9.3% | -$4.91万 | 减仓 |
| CVX | CHEVRON CORPORATION | $62.86万 | 0.27% | 3,038 | -2 | -0.1% | -$414 | 减仓 |
| IVV | ISHARES TR | $65.09万 | 0.28% | 996 | -10 | -1.0% | -$6,535 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $85.68万 | 0.37% | 1,788 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $113.34万 | 0.48% | 4,466 | -1,553 | -25.8% | -$39.41万 | 减仓 |
| TRGP | TARGA RES CORP | $120.32万 | 0.51% | 4,799 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $147.40万 | 0.63% | 8,688 | -998 | -10.3% | -$16.93万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $162.25万 | 0.69% | 30,743 | 89 | 0.3% | $4,697 | 加仓 |
| IJH | ISHARES TR | $216.34万 | 0.92% | 32,035 | -3,316 | -9.4% | -$22.39万 | 减仓 |
| IJR | ISHARES TR | $228.40万 | 0.98% | 18,372 | -2,724 | -12.9% | -$33.86万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $394.89万 | 1.69% | 116,248 | 750 | 0.6% | $2.55万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $734.56万 | 3.14% | 216,940 | 5,032 | 2.4% | $17.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $839.86万 | 3.59% | 94,672 | 2,544 | 2.8% | $22.57万 | 加仓 |
| SGOV | ISHARES TR | $843.33万 | 3.60% | 83,780 | 832 | 1.0% | $8.37万 | 加仓 |
| MUB | ISHARES TR | $1,010.46万 | 4.32% | 95,192 | 4,528 | 5.0% | $48.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,254.53万 | 5.36% | 341,262 | 11,781 | 3.6% | $43.31万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,314.00万 | 5.62% | 311,227 | 9,947 | 3.3% | $42.00万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,426.66万 | 10.37% | 622,862 | 15,810 | 2.6% | $61.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,089.22万 | 13.20% | 434,306 | 7,181 | 1.7% | $51.08万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,333.79万 | 14.25% | 687,946 | 12,201 | 1.8% | $59.13万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,343.76万 | 27.11% | 894,614 | 11,492 | 1.3% | $81.49万 | 加仓 |