13F 机构持仓

Heritage Family Offices, LLP

SCOTTSDALE AZ · SEC CIK 0002019316

2026Q22026Q1 更早 9 个季度 🔒
$2.25亿2026Q1 申报市值
196持仓数
32.5%前十大占比 · 第一大 5.2%
42 / 45新建仓 / 清仓
申报市值走势$2.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SMMD 5.2%
SPEM 4.7%
EFA 3.6%
AVDE 3.3%
VEA 3.2%
USHY 2.7%
IVV 2.7%
AVEM 2.6%
AAPL 2.5%
AGG 2.2%

2026Q1 买入最多 按季末市值估算

AVDE 加仓+$632.52万
VEA 加仓+$605.66万
AVEM 加仓+$488.96万
BTC 新建仓+$387.43万
SCHZ 加仓+$344.48万

2026Q1 卖出最多 按季末市值估算

SMMD 减仓-$552.70万
SPEM 减仓-$525.83万
USHY 减仓-$258.57万
EFA 减仓-$247.57万
AGG 减仓-$207.59万

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
VIAV VIAVI SOLUTIONS INC $29.39万0.13%8,830 -5,222-37.2% -$17.38万 减仓
VONE VANGUARD SCOTTSDALE FDS $29.57万0.13%1,002 00.0% — 不变
XTEN BONDBLOXX ETF TRUST $29.80万0.13%6,497 6,497— $29.80万 新建仓
IJJ ISHARES TR $30.19万0.13%2,278 70.3% $928 加仓
PLTR PALANTIR TECHNOLOGIES INC $30.38万0.13%2,077 2,077— $30.38万 新建仓
TJX TJX COS INC NEW $30.47万0.14%1,908 1,908— $30.47万 新建仓
IJH ISHARES TR $30.65万0.14%4,538 -72-1.6% -$4,862 减仓
VDC VANGUARD WORLD FD $30.88万0.14%1,375 00.0% — 不变
LPLA LPL FINL HLDGS INC $31.03万0.14%1,031 -880-46.0% -$26.48万 减仓
AHR AMERICAN HEALTHCARE REIT INC $31.12万0.14%6,598 -1,681-20.3% -$7.93万 减仓
PG PROCTER & GAMBLE CO $31.26万0.14%2,164 2,164— $31.26万 新建仓
NXPI NXP SEMICONDUCTORS N V $31.28万0.14%1,589 -1,336-45.7% -$26.30万 减仓
RELX RELX PLC $31.76万0.14%9,580 -7,190-42.9% -$23.84万 减仓
MU MICRON TECHNOLOGY INC $31.82万0.14%942 942— $31.82万 新建仓
TEL TE CONNECTIVITY PLC $32.68万0.14%1,564 -6,165-79.8% -$128.83万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $33.14万0.15%2,320 -1,653-41.6% -$23.61万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $33.37万0.15%6,325 00.0% — 不变
VPU VANGUARD WORLD FD $33.68万0.15%1,700 00.0% — 不变
ZWS ZURN ELKAY WATER SOLNS CORP $33.92万0.15%7,565 -3,313-30.5% -$14.86万 减仓
IBM INTERNATIONAL BUSINESS MACHS $34.52万0.15%1,424 1,424— $34.52万 新建仓
NOBL PROSHARES TR $35.03万0.16%3,304 00.0% — 不变
NDSN NORDSON CORP $35.91万0.16%1,350 -547-28.8% -$14.55万 减仓
QQQ INVESCO QQQ TR $35.96万0.16%623 -1-0.2% -$577 减仓
GOVT ISHARES TR $36.48万0.16%15,924 1,96414.1% $4.50万 加仓
VXF VANGUARD INDEX FDS $37.41万0.17%1,818 -9-0.5% -$1,852 减仓
AON AON PLC $37.60万0.17%1,165 -880-43.0% -$28.40万 减仓
MRK MERCK & CO INC $37.62万0.17%3,127 3,127— $37.62万 新建仓
AEIS ADVANCED ENERGY INDS $38.43万0.17%1,191 -736-38.2% -$23.75万 减仓
IVW ISHARES TR $38.79万0.17%3,429 47015.9% $5.32万 加仓
WRB BERKLEY W R CORP $39.11万0.17%5,900 -2,375-28.7% -$15.74万 减仓
ESE ESCO TECHNOLOGIES INC $40.21万0.18%1,429 -559-28.1% -$15.73万 减仓
VOO VANGUARD INDEX FDS $40.45万0.18%677 677— $40.45万 新建仓
AMAT APPLIED MATLS INC $40.74万0.18%1,192 1,192— $40.74万 新建仓
SPLV INVESCO EXCH TRADED FD TR II $42.28万0.19%5,781 -109-1.9% -$7,972 减仓
ESGU ISHARES TR $43.44万0.19%3,072 -403-11.6% -$5.70万 减仓
HLN HALEON PLC $43.73万0.19%43,689 -27,793-38.9% -$27.82万 减仓
TDY TELEDYNE TECHNOLOGIES INC $46.53万0.21%769 -277-26.5% -$16.76万 减仓
SCHA SCHWAB STRATEGIC TR $46.71万0.21%16,064 -647-3.9% -$1.88万 减仓
DYNF BLACKROCK ETF TRUST $47.32万0.21%8,134 1,27818.6% $7.44万 加仓
NFLX NETFLIX INC. $48.19万0.21%5,012 5,012— $48.19万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $48.79万0.22%7,953 -4,966-38.4% -$30.47万 减仓
MDT MEDTRONIC PLC $49.59万0.22%5,723 -1,706-23.0% -$14.78万 减仓
CVX CHEVRON CORPORATION $50.80万0.23%2,455 2,455— $50.80万 新建仓
SONY SONY GROUP CORP $51.62万0.23%24,935 -11,082-30.8% -$22.94万 减仓
MUB ISHARES TR $51.63万0.23%4,864 2,04372.4% $21.69万 加仓
JNJ JOHNSON & JOHNSON $52.82万0.23%2,161 2,161— $52.82万 新建仓
IVE ISHARES TR $53.17万0.24%2,518 42020.0% $8.87万 加仓
SU SUNCOR ENERGY INC NEW $54.24万0.24%8,204 -8,097-49.7% -$53.53万 减仓
VMC VULCAN MATLS CO $54.87万0.24%2,015 -1,588-44.1% -$43.24万 减仓
VYM VANGUARD WHITEHALL FDS $54.92万0.24%3,708 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $54.99万0.24%650 330103.1% $27.92万 加仓
QUAL ISHARES TR $56.30万0.25%2,936 582.0% $1.11万 加仓
PFFA ETFIS SER TR I $56.99万0.25%27,990 27,990— $56.99万 新建仓
VXUS VANGUARD STAR FDS $58.48万0.26%7,584 5167.3% $3.98万 加仓
INTU INTUIT $58.80万0.26%1,360 -306-18.4% -$13.23万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $58.96万0.26%8,791 -2,115-19.4% -$14.18万 减仓
AZN ASTRAZENECA PLC $59.64万0.26%3,024 3,024— $59.64万 新建仓
EQX EQUINOX GOLD CORP $60.22万0.27%41,644 00.0% — 不变
MO ALTRIA GROUP INC $60.24万0.27%9,128 1,38517.9% $9.14万 加仓
JAAA JANUS DETROIT STR TR $60.35万0.27%11,981 -6,233-34.2% -$31.40万 减仓
NVS NOVARTIS AG $61.37万0.27%4,018 -1,134-22.0% -$17.32万 减仓
BYLD ISHARES TR $63.21万0.28%28,056 2530.9% $5,700 加仓
MAR MARRIOTT INTL INC NEW $63.45万0.28%1,940 -14-0.7% -$4,579 减仓
CLOA BLACKROCK ETF TRUST II $64.17万0.28%12,380 -6,071-32.9% -$31.47万 减仓
VIG VANGUARD SPECIALIZED FUNDS $64.69万0.29%3,008 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $65.57万0.29%658 345110.2% $34.38万 加仓
ALLE ALLEGION PLC $65.60万0.29%4,515 -2,241-33.2% -$32.56万 减仓
SBUX STARBUCKS CORP $66.44万0.29%7,416 7,416— $66.44万 新建仓
XLK SELECT SECTOR SPDR TR $67.42万0.30%5,073 50.1% $665 加仓
MCO MOODYS CORP $67.53万0.30%1,548 -775-33.4% -$33.81万 减仓
JPM JPMORGAN CHASE & CO $70.54万0.31%2,398 1,694240.6% $49.83万 加仓
J JACOBS SOLUTIONS INC $73.24万0.32%5,754 -7,914-57.9% -$100.73万 减仓
MBB ISHARES TR $73.26万0.32%7,716 1,10716.7% $10.51万 加仓
SYK STRYKER CORPORATION $76.43万0.34%2,326 -949-29.0% -$31.18万 减仓
BINC BLACKROCK ETF TRUST II $80.48万0.36%15,497 -8,250-34.7% -$42.84万 减仓
ASML ASML HLDG NV $81.04万0.36%614 -144-19.0% -$19.01万 减仓
SHYG ISHARES TR $82.07万0.36%19,398 -10,516-35.2% -$44.49万 减仓
PM PHILIP MORRIS INTL INC $86.04万0.38%5,204 60613.2% $10.02万 加仓
LII LENNOX INTL INC $88.08万0.39%1,898 1,172161.4% $54.39万 加仓
BA BOEING CO $90.42万0.40%4,543 -724-13.7% -$14.41万 减仓
EFV ISHARES TR $92.40万0.41%12,428 -399-3.1% -$2.97万 减仓
SCHM SCHWAB STRATEGIC TR $93.11万0.41%30,075 -412-1.4% -$1.28万 减仓
MA MASTERCARD INCORPORATED $93.29万0.41%1,867 -359-16.1% -$17.94万 减仓
META META PLATFORMS INC $96.69万0.43%1,690 1,200244.9% $68.66万 加仓
— EXXON MOBIL CORP $98.46万0.44%5,804 2,79092.6% $47.33万 加仓
VB VANGUARD INDEX FDS $100.55万0.45%3,839 3,839— $100.55万 新建仓
TSLA TESLA INC $102.01万0.45%2,744 1,946243.9% $72.34万 加仓
NDAQ NASDAQ INC $102.78万0.46%12,107 -7,158-37.2% -$60.76万 减仓
VTEB VANGUARD MUN BD FDS $105.52万0.47%21,151 21,151— $105.52万 新建仓
PEP PEPSICO INC $106.81万0.47%6,878 6,878— $106.81万 新建仓
HD HOME DEPOT INC $107.68万0.48%3,274 56921.0% $18.71万 加仓
IUSB ISHARES TR $110.33万0.49%23,886 1,9398.8% $8.96万 加仓
NLR VANECK ETF TRUST $112.63万0.50%8,456 8,456— $112.63万 新建仓
V VISA INC $117.01万0.52%3,872 -31-0.8% -$9,368 减仓
MSI MOTOROLA SOLUTIONS INC $118.34万0.52%2,727 2,727— $118.34万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $120.38万0.53%2,512 75242.7% $36.04万 加仓
SPHY SPDR SERIES TRUST $120.42万0.53%51,639 51,639— $120.42万 新建仓
EMR EMERSON ELEC CO $122.03万0.54%9,314 -4,069-30.4% -$53.31万 减仓
IBIT ISHARES BITCOIN TRUST ETF $122.39万0.54%31,857 -10,395-24.6% -$39.94万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $123.25万0.55%7,836 -3,858-33.0% -$60.68万 减仓