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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,201.96万 | 4.64% | 168,696 | 57,080 | 51.1% | $406.70万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,181.12万 | 4.56% | 132,413 | 45,546 | 52.4% | $406.27万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $976.79万 | 3.77% | 101,232 | 29,737 | 41.6% | $286.93万 | 加仓 |
| SMMD | ISHARES TR | $824.55万 | 3.18% | 89,987 | -62,457 | -41.0% | -$572.29万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $794.81万 | 3.07% | 153,497 | -74,361 | -32.6% | -$385.04万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $726.83万 | 2.81% | 314,239 | 108,590 | 52.8% | $251.17万 | 加仓 |
| AAPL | APPLE INC | $698.67万 | 2.70% | 24,145 | 2,203 | 10.0% | $63.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $684.17万 | 2.64% | 34,193 | 9,187 | 36.7% | $183.82万 | 加仓 |
| EFA | ISHARES TR | $611.29万 | 2.36% | 58,846 | -23,808 | -28.8% | -$247.32万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $600.38万 | 2.32% | 68,319 | 19,752 | 40.7% | $173.58万 | 加仓 |
| IVV | ISHARES TR | $593.93万 | 2.29% | 7,931 | -1,411 | -15.1% | -$105.67万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $535.50万 | 2.07% | 110,573 | 44,397 | 67.1% | $215.01万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $533.21万 | 2.06% | 205,477 | 76,289 | 59.1% | $197.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $441.73万 | 1.71% | 11,842 | 884 | 8.1% | $32.97万 | 加仓 |
| USHY | ISHARES TR | $412.08万 | 1.59% | 111,311 | -56,261 | -33.6% | -$208.28万 | 减仓 |
| XPEL | XPEL INC | $405.74万 | 1.57% | 81,802 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $392.36万 | 1.52% | 10,603 | 712 | 7.2% | $26.35万 | 加仓 |
| AMZN | AMAZON COM INC | $345.35万 | 1.33% | 14,490 | 4,377 | 43.3% | $104.32万 | 加仓 |
| AVGO | BROADCOM INC | $339.27万 | 1.31% | 8,981 | -338 | -3.6% | -$12.77万 | 减仓 |
| GLDM | WORLD GOLD TR | $331.85万 | 1.28% | 41,784 | 13,740 | 49.0% | $109.12万 | 加仓 |
| GOOGL | ALPHABET INC | $314.06万 | 1.21% | 8,788 | 2,441 | 38.5% | $87.23万 | 加仓 |
| AGG | ISHARES TR | $278.02万 | 1.07% | 28,089 | -21,028 | -42.8% | -$208.14万 | 减仓 |
| IEFA | ISHARES TR | $276.38万 | 1.07% | 28,617 | -2,684 | -8.6% | -$25.92万 | 减仓 |
| KLAC | KLA CORP | $263.61万 | 1.02% | 8,737 | -5,233 | -37.5% | -$157.89万 | 减仓 |
| EMB | ISHARES TR | $253.46万 | 0.98% | 26,282 | -7,599 | -22.4% | -$73.28万 | 减仓 |
| GOOG | ALPHABET INC | $252.38万 | 0.97% | 7,143 | 2,177 | 43.8% | $76.92万 | 加仓 |
| LLY | ELI LILLY & CO | $229.17万 | 0.89% | 1,911 | 454 | 31.2% | $54.44万 | 加仓 |
| VO | VANGUARD INDEX FDS | $214.16万 | 0.83% | 26,580 | 8,932 | 50.6% | $71.97万 | 加仓 |
| IEMG | ISHARES INC | $194.54万 | 0.75% | 23,484 | -3,146 | -11.8% | -$26.06万 | 减仓 |
| APH | AMPHENOL CORP | $192.68万 | 0.74% | 10,928 | -5,051 | -31.6% | -$89.06万 | 减仓 |
| WFC | WELLS FARGO & CO | $190.06万 | 0.73% | 22,998 | -4,284 | -15.7% | -$35.40万 | 减仓 |
| VB | VANGUARD INDEX FDS | $186.02万 | 0.72% | 6,137 | 2,298 | 59.9% | $69.66万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $185.91万 | 0.72% | 27,649 | 8,670 | 45.7% | $58.30万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $179.28万 | 0.69% | 76,483 | 24,844 | 48.1% | $58.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $176.49万 | 0.68% | 1,529 | 587 | 62.3% | $67.76万 | 加仓 |
| BCI | ABRDN ETFS | $173.03万 | 0.67% | 77,454 | 25,266 | 48.4% | $56.44万 | 加仓 |
| TSLA | TESLA INC | $170.43万 | 0.66% | 4,052 | 1,308 | 47.7% | $55.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.78万 | 0.62% | 3,213 | 701 | 27.9% | $35.08万 | 加仓 |
| META | META PLATFORMS INC | $157.78万 | 0.61% | 2,801 | 1,111 | 65.7% | $62.58万 | 加仓 |
| NLR | VANECK ETF TRUST | $154.81万 | 0.60% | 13,348 | 4,892 | 57.9% | $56.74万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $153.90万 | 0.59% | 30,427 | 9,276 | 43.9% | $46.92万 | 加仓 |
| RTX | RTX CORPORATION | $151.95万 | 0.59% | 8,009 | -2,258 | -22.0% | -$42.84万 | 减仓 |
| ABBV | ABBVIE INC | $143.36万 | 0.55% | 5,697 | -1,551 | -21.4% | -$39.03万 | 减仓 |
| IWM | ISHARES TR | $142.44万 | 0.55% | 4,741 | -1,659 | -25.9% | -$49.84万 | 减仓 |
| ADI | ANALOG DEVICES INC | $137.93万 | 0.53% | 3,473 | -834 | -19.4% | -$33.12万 | 减仓 |
| ETN | EATON CORP PLC | $134.18万 | 0.52% | 3,149 | -1,586 | -33.5% | -$67.58万 | 减仓 |
| MCK | MCKESSON CORP | $133.67万 | 0.52% | 1,769 | 36 | 2.1% | $2.72万 | 加仓 |
| WMT | WALMART INC | $133.05万 | 0.51% | 11,747 | 1,549 | 15.2% | $17.54万 | 加仓 |
| HD | HOME DEPOT INC | $133.03万 | 0.51% | 3,772 | 498 | 15.2% | $17.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $132.67万 | 0.51% | 4,451 | -1,990 | -30.9% | -$59.31万 | 减仓 |
| V | VISA INC | $122.30万 | 0.47% | 3,565 | -307 | -7.9% | -$10.53万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $116.24万 | 0.45% | 2,797 | 2,797 | — | $116.24万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $115.25万 | 0.45% | 1,984 | 724 | 57.5% | $42.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $112.11万 | 0.43% | 3,425 | 1,027 | 42.8% | $33.62万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $111.14万 | 0.43% | 30,143 | 68 | 0.2% | $2,507 | 加仓 |
| AMAT | APPLIED MATLS INC | $108.16万 | 0.42% | 1,496 | 304 | 25.5% | $21.98万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $106.01万 | 0.41% | 5,860 | 656 | 12.6% | $11.87万 | 加仓 |
| BA | BOEING CO | $105.12万 | 0.41% | 4,856 | 313 | 6.9% | $6.78万 | 加仓 |
| EMR | EMERSON ELEC CO | $99.25万 | 0.38% | 6,933 | -2,381 | -25.6% | -$34.08万 | 减仓 |
| STT | STATE STR CORP | $98.69万 | 0.38% | 5,819 | -4,774 | -45.1% | -$80.97万 | 减仓 |
| IUSB | ISHARES TR | $98.50万 | 0.38% | 21,344 | -2,542 | -10.6% | -$11.73万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $98.30万 | 0.38% | 972 | 322 | 49.5% | $32.57万 | 加仓 |
| WMB | WILLIAMS COS INC | $97.82万 | 0.38% | 13,158 | -5,748 | -30.4% | -$42.73万 | 减仓 |
| EFV | ISHARES TR | $96.62万 | 0.37% | 12,622 | 194 | 1.6% | $1.49万 | 加仓 |
| — | EXXON MOBIL CORP | $92.06万 | 0.36% | 6,733 | 929 | 16.0% | $12.70万 | 加仓 |
| XVV | ISHARES TR | $88.98万 | 0.34% | 15,668 | 15,668 | — | $88.98万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $87.75万 | 0.34% | 26,359 | -5,498 | -17.3% | -$18.30万 | 减仓 |
| LOW | LOWES COS INC | $84.07万 | 0.32% | 3,813 | -2,064 | -35.1% | -$45.51万 | 减仓 |
| ASML | ASML HLDG NV | $81.08万 | 0.31% | 408 | -206 | -33.6% | -$40.94万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $81.00万 | 0.31% | 4,252 | -821 | -16.2% | -$15.64万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $80.01万 | 0.31% | 6,852 | -6,301 | -47.9% | -$73.58万 | 减仓 |
| CAT | CATERPILLAR INC | $77.10万 | 0.30% | 724 | 335 | 86.1% | $35.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $74.97万 | 0.29% | 2,952 | 791 | 36.6% | $20.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.46万 | 0.29% | 796 | 138 | 21.0% | $12.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $73.49万 | 0.28% | 1,070 | 393 | 58.1% | $26.99万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $73.08万 | 0.28% | 1,972 | 32 | 1.6% | $1.19万 | 加仓 |
| INTC | INTEL CORP | $72.50万 | 0.28% | 5,192 | 5,192 | — | $72.50万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $71.89万 | 0.28% | 1,659 | 580 | 53.8% | $25.13万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $71.18万 | 0.27% | 3,008 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $70.99万 | 0.27% | 9,867 | 739 | 8.1% | $5.32万 | 加仓 |
| MBB | ISHARES TR | $70.83万 | 0.27% | 7,494 | -222 | -2.9% | -$2.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $69.80万 | 0.27% | 1,359 | -508 | -27.2% | -$26.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $69.26万 | 0.27% | 8,102 | 518 | 6.8% | $4.43万 | 加仓 |
| SBUX | STARBUCKS CORP | $66.16万 | 0.26% | 6,474 | -942 | -12.7% | -$9.63万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.60万 | 0.23% | 3,708 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $57.57万 | 0.22% | 4,252 | -2,626 | -38.2% | -$35.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $57.28万 | 0.22% | 15,853 | -211 | -1.3% | -$7,623 | 减仓 |
| GE | GE AEROSPACE | $57.22万 | 0.22% | 1,531 | 592 | 63.0% | $22.12万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $56.49万 | 0.22% | 6,491 | -2,300 | -26.2% | -$20.02万 | 减仓 |
| SYK | STRYKER CORPORATION | $56.20万 | 0.22% | 1,785 | -541 | -23.3% | -$17.03万 | 减仓 |
| IVE | ISHARES TR | $56.15万 | 0.22% | 2,473 | -45 | -1.8% | -$1.02万 | 减仓 |
| QUAL | ISHARES TR | $56.11万 | 0.22% | 2,558 | -378 | -12.9% | -$8.29万 | 减仓 |
| LII | LENNOX INTL INC | $55.92万 | 0.22% | 976 | -922 | -48.6% | -$52.82万 | 减仓 |
| QQQ | INVESCO QQQ TR | $53.24万 | 0.21% | 723 | 100 | 16.1% | $7.36万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $52.12万 | 0.20% | 9,958 | -5,539 | -35.7% | -$28.99万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $51.96万 | 0.20% | 7,640 | -494 | -6.1% | -$3.36万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $51.16万 | 0.20% | 1,232 | -1,495 | -54.8% | -$62.09万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.08万 | 0.19% | 1,781 | 357 | 25.1% | $10.04万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $48.82万 | 0.19% | 3,329 | 1,165 | 53.8% | $17.08万 | 加仓 |
| BAC | BANK OF AMER CORP | $47.74万 | 0.18% | 8,378 | 2,405 | 40.3% | $13.70万 | 加仓 |