Heritage Family Offices, LLP
SCOTTSDALE AZ · SEC CIK 0002019316
$2.59亿2026Q2 申报市值
233持仓数
32.1%前十大占比 · 第一大 4.6%
58 / 25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
VEA 加仓+$406.70万
AVDE 加仓+$406.27万
AVEM 加仓+$286.93万
SCHZ 加仓+$251.17万
BNDX 加仓+$215.01万
2026Q2 卖出最多 按季末市值估算
SMMD 减仓-$572.29万
SPEM 减仓-$385.04万
EFA 减仓-$247.32万
USHY 减仓-$208.28万
AGG 减仓-$208.14万
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 |
|---|---|---|---|---|---|---|---|---|
| NDAQ | NASDAQ INC | $47.49万 | 0.18% | 6,025 | -6,082 | -50.2% | -$47.94万 | 减仓 |
| ESGD | ISHARES TR | $47.44万 | 0.18% | 4,614 | 4,614 | — | $47.44万 | 新建仓 |
| NVS | NOVARTIS AG | $47.20万 | 0.18% | 3,012 | -1,006 | -25.0% | -$15.77万 | 减仓 |
| MCO | MOODYS CORP | $46.92万 | 0.18% | 1,036 | -512 | -33.1% | -$23.19万 | 减仓 |
| GOVT | ISHARES TR | $46.20万 | 0.18% | 20,282 | 4,358 | 27.4% | $9.93万 | 加仓 |
| VV | VANGUARD INDEX FDS | $46.08万 | 0.18% | 1,340 | 503 | 60.1% | $17.30万 | 加仓 |
| IVW | ISHARES TR | $45.22万 | 0.17% | 3,288 | -141 | -4.1% | -$1.94万 | 减仓 |
| MS | MORGAN STANLEY | $45.15万 | 0.17% | 2,160 | 735 | 51.6% | $15.36万 | 加仓 |
| C | CITIGROUP INC | $44.98万 | 0.17% | 3,214 | 945 | 41.6% | $13.23万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $44.90万 | 0.17% | 4,656 | 1,508 | 47.9% | $14.54万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $44.76万 | 0.17% | 1,818 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $44.26万 | 0.17% | 4,113 | -751 | -15.4% | -$8.08万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $43.75万 | 0.17% | 685 | 685 | — | $43.75万 | 新建仓 |
| ESGU | ISHARES TR | $43.32万 | 0.17% | 2,647 | -425 | -13.8% | -$6.96万 | 减仓 |
| NFLX | NETFLIX INC. | $42.43万 | 0.16% | 5,943 | 931 | 18.6% | $6.65万 | 加仓 |
| AZN | ASTRAZENECA PLC | $40.50万 | 0.16% | 2,136 | -888 | -29.4% | -$16.84万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $40.48万 | 0.16% | 41,644 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $39.41万 | 0.15% | 9,371 | 9,371 | — | $39.41万 | 新建仓 |
| CSCO | CISCO SYS INC | $38.24万 | 0.15% | 3,255 | 3,255 | — | $38.24万 | 新建仓 |
| EAGG | ISHARES TR | $37.82万 | 0.15% | 7,978 | 7,978 | — | $37.82万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $37.71万 | 0.15% | 1,871 | 307 | 19.6% | $6.19万 | 加仓 |
| NOBL | PROSHARES TR | $37.11万 | 0.14% | 6,608 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $36.56万 | 0.14% | 8,020 | 1,523 | 23.4% | $6.94万 | 加仓 |
| TJX | TJX COS INC NEW | $36.27万 | 0.14% | 2,394 | 486 | 25.5% | $7.36万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $36.16万 | 0.14% | 970 | -221 | -18.6% | -$8.24万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.23万 | 0.14% | 886 | 886 | — | $35.23万 | 新建仓 |
| ORCL | ORACLE CORP | $34.51万 | 0.13% | 2,355 | 728 | 44.7% | $10.67万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $33.94万 | 0.13% | 1,002 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $33.78万 | 0.13% | 2,287 | 9 | 0.4% | $1,329 | 加仓 |
| IUSG | ISHARES TR | $33.57万 | 0.13% | 1,785 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $33.52万 | 0.13% | 1,411 | 1,411 | — | $33.52万 | 新建仓 |
| ALL | ALLSTATE CORP | $33.50万 | 0.13% | 1,408 | 1,408 | — | $33.50万 | 新建仓 |
| — | TOKIO MARINE HOLDINGS INC | $33.47万 | 0.13% | 7,554 | 7,554 | — | $33.47万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $33.27万 | 0.13% | 1,700 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $33.18万 | 0.13% | 2,001 | -454 | -18.5% | -$7.53万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $32.95万 | 0.13% | 494 | -275 | -35.8% | -$18.34万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $32.53万 | 0.13% | 6,238 | -360 | -5.5% | -$1.88万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.41万 | 0.13% | 2,778 | 701 | 33.8% | $8.18万 | 加仓 |
| MDT | MEDTRONIC PLC | $31.92万 | 0.12% | 4,080 | -1,643 | -28.7% | -$12.85万 | 减仓 |
| ALLE | ALLEGION PLC | $31.53万 | 0.12% | 2,244 | -2,271 | -50.3% | -$31.91万 | 减仓 |
| XAR | SPDR SERIES TRUST | $31.47万 | 0.12% | 1,109 | 1,109 | — | $31.47万 | 新建仓 |
| VMC | VULCAN MATLS CO | $31.45万 | 0.12% | 1,066 | -949 | -47.1% | -$28.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $31.37万 | 0.12% | 1,053 | 1,053 | — | $31.37万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.34万 | 0.12% | 600 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $31.19万 | 0.12% | 2,832 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $31.02万 | 0.12% | 5,546 | 5,546 | — | $31.02万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $31.00万 | 0.12% | 1,375 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.85万 | 0.12% | 1,450 | 170 | 13.3% | $3.62万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $30.82万 | 0.12% | 5,741 | -2,463 | -30.0% | -$13.22万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $30.80万 | 0.12% | 933 | 933 | — | $30.80万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.39万 | 0.12% | 407 | -17 | -4.0% | -$1.27万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $30.19万 | 0.12% | 4,967 | 4,967 | — | $30.19万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $29.82万 | 0.12% | 852 | -577 | -40.4% | -$20.20万 | 减仓 |
| SHYG | ISHARES TR | $29.13万 | 0.11% | 6,869 | -12,529 | -64.6% | -$53.14万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $28.92万 | 0.11% | 1,029 | -560 | -35.2% | -$15.74万 | 减仓 |
| XJH | ISHARES TR | $28.85万 | 0.11% | 5,532 | 5,532 | — | $28.85万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.79万 | 0.11% | 6,325 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $28.44万 | 0.11% | 11,287 | 11,287 | — | $28.44万 | 新建仓 |
| NPO | ENPRO INC | $28.37万 | 0.11% | 753 | -384 | -33.8% | -$14.47万 | 减仓 |
| IBMQ | ISHARES TR | $28.32万 | 0.11% | 11,073 | 11,073 | — | $28.32万 | 新建仓 |
| IBMP | ISHARES TR | $28.31万 | 0.11% | 11,136 | 11,136 | — | $28.31万 | 新建仓 |
| — | ISHARES TR | $28.29万 | 0.11% | 11,124 | 11,124 | — | $28.29万 | 新建仓 |
| — | ISHARES TR | $28.28万 | 0.11% | 11,124 | 11,124 | — | $28.28万 | 新建仓 |
| — | ISHARES TR | $28.24万 | 0.11% | 11,138 | 11,138 | — | $28.24万 | 新建仓 |
| IBMR | ISHARES TR | $28.23万 | 0.11% | 11,117 | 11,117 | — | $28.23万 | 新建仓 |
| IBMS | ISHARES TR | $28.20万 | 0.11% | 10,900 | 10,900 | — | $28.20万 | 新建仓 |
| — | ISHARES TR | $28.18万 | 0.11% | 10,923 | 10,923 | — | $28.18万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $27.93万 | 0.11% | 819 | 819 | — | $27.93万 | 新建仓 |
| IBMO | ISHARES TR | $27.90万 | 0.11% | 10,880 | 10,880 | — | $27.90万 | 新建仓 |
| MRK | MERCK & CO INC | $27.85万 | 0.11% | 2,167 | -960 | -30.7% | -$12.34万 | 减仓 |
| WAB | WABTEC | $27.85万 | 0.11% | 1,033 | 34 | 3.4% | $9,166 | 加仓 |
| WRB | BERKLEY W R CORP | $27.46万 | 0.11% | 3,893 | -2,007 | -34.0% | -$14.16万 | 减仓 |
| SONY | SONY GROUP CORP | $27.21万 | 0.11% | 13,563 | -11,372 | -45.6% | -$22.81万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $26.97万 | 0.10% | 5,338 | -2,227 | -29.4% | -$11.25万 | 减仓 |
| ENS | ENERSYS | $26.73万 | 0.10% | 1,143 | -95 | -7.7% | -$2.22万 | 减仓 |
| GLW | CORNING INC | $26.49万 | 0.10% | 1,037 | 1,037 | — | $26.49万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $26.35万 | 0.10% | 2,587 | -786 | -23.3% | -$8.01万 | 减仓 |
| NDSN | NORDSON CORP | $26.31万 | 0.10% | 872 | -478 | -35.4% | -$14.42万 | 减仓 |
| ESGE | ISHARES INC | $25.88万 | 0.10% | 4,733 | 4,733 | — | $25.88万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $25.66万 | 0.10% | 129 | 129 | — | $25.66万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $25.07万 | 0.10% | 985 | 985 | — | $25.07万 | 新建仓 |
| ROST | ROSS STORES INC | $25.03万 | 0.10% | 1,176 | 156 | 15.3% | $3.32万 | 加仓 |
| IWD | ISHARES TR | $24.85万 | 0.10% | 1,025 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $24.82万 | 0.10% | 1,616 | 1,616 | — | $24.82万 | 新建仓 |
| UNP | UNION PAC CORP | $24.45万 | 0.09% | 899 | 899 | — | $24.45万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $24.34万 | 0.09% | 3,249 | -2,532 | -43.8% | -$18.97万 | 减仓 |
| QCOM | QUALCOMM INC | $24.24万 | 0.09% | 1,312 | 1,312 | — | $24.24万 | 新建仓 |
| COHU | COHU INC | $23.75万 | 0.09% | 3,213 | -5,711 | -64.0% | -$42.21万 | 重新持有 |
| CLOA | BLACKROCK ETF TRUST II | $23.68万 | 0.09% | 4,562 | -7,818 | -63.2% | -$40.58万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $23.54万 | 0.09% | 5,218 | 5,218 | — | $23.54万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.39万 | 0.09% | 950 | 950 | — | $23.39万 | 新建仓 |
| KO | COCA COLA CO | $23.31万 | 0.09% | 2,868 | 2,868 | — | $23.31万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $23.22万 | 0.09% | 1,367 | 1,367 | — | $23.22万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $23.19万 | 0.09% | 2,096 | 2,096 | — | $23.19万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.18万 | 0.09% | 862 | 862 | — | $23.18万 | 新建仓 |
| DIOD | DIODES INC | $23.12万 | 0.09% | 2,113 | -911 | -30.1% | -$9.97万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $22.92万 | 0.09% | 2,323 | -1,342 | -36.6% | -$13.24万 | 减仓 |
| VGT | VANGUARD WORLD FD | $22.85万 | 0.09% | 1,912 | -536 | -21.9% | -$6.41万 | 减仓 |
| CSX | CSX CORP | $22.81万 | 0.09% | 4,799 | 4,799 | — | $22.81万 | 新建仓 |
| AMGN | AMGEN INC | $22.78万 | 0.09% | 629 | 629 | — | $22.78万 | 新建仓 |