Heritage Family Offices, LLP
SCOTTSDALE AZ · SEC CIK 0002019316
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $0 | 0.00% | 0 | -1,621 | -100.0% | -$60.53万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -2,313 | -100.0% | -$42.21万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,937 | -100.0% | -$42.03万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -10,515 | -100.0% | -$40.13万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -3,032 | -100.0% | -$35.41万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -3,240 | -100.0% | -$34.51万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -2,398 | -100.0% | -$32.84万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -8,669 | -100.0% | -$30.60万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -928 | -100.0% | -$30.30万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,298 | -100.0% | -$29.69万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -861 | -100.0% | -$29.03万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -3,368 | -100.0% | -$28.18万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -1,983 | -100.0% | -$26.63万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -2,479 | -100.0% | -$26.62万 | 清仓 |
| IDA | IDACORP INC | $0 | 0.00% | 0 | -2,060 | -100.0% | -$26.07万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -3,894 | -100.0% | -$25.71万 | 清仓 |
| BOOT | BOOT BARN HLDGS INC | $0 | 0.00% | 0 | -1,436 | -100.0% | -$25.34万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -3,552 | -100.0% | -$24.95万 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | -2,382 | -100.0% | -$24.15万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -989 | -100.0% | -$24.01万 | 清仓 |
| MCRI | MONARCH CASINO & RESORT INC | $0 | 0.00% | 0 | -2,489 | -100.0% | -$23.82万 | 清仓 |
| CSW | CSW INDUSTRIALS INC | $0 | 0.00% | 0 | -808 | -100.0% | -$23.71万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -2,302 | -100.0% | -$23.64万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,355 | -100.0% | -$23.31万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -2,972 | -100.0% | -$23.29万 | 清仓 |
| GOLF | ACUSHNET HLDGS CORP | $0 | 0.00% | 0 | -2,911 | -100.0% | -$23.24万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -2,701 | -100.0% | -$23.04万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -2,911 | -100.0% | -$22.83万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,529 | -100.0% | -$22.41万 | 清仓 |
| NOG | NORTHERN OIL & GAS INC | $0 | 0.00% | 0 | -10,263 | -100.0% | -$22.04万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -2,294 | -100.0% | -$21.85万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPK | CHESAPEAKE UTILS CORP | $0 | 0.00% | 0 | -1,738 | -100.0% | -$21.69万 | 清仓 |
| MMI | MARCUS & MILLICHAP INC | $0 | 0.00% | 0 | -7,930 | -100.0% | -$21.64万 | 清仓 |
| PATK | PATRICK INDS INC | $0 | 0.00% | 0 | -1,989 | -100.0% | -$21.57万 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -4,995 | -100.0% | -$21.20万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,596 | -100.0% | -$20.85万 | 清仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RAMP | LIVERAMP HLDGS INC | $0 | 0.00% | 0 | -7,008 | -100.0% | -$20.58万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -3,220 | -100.0% | -$20.39万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -1,636 | -100.0% | -$20.38万 | 清仓 |
| NTST | NETSTREIT CORP | $0 | 0.00% | 0 | -10,104 | -100.0% | -$17.82万 | 清仓 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -11,030 | -100.0% | -$11.45万 | 清仓 |