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 |
|---|---|---|---|---|---|---|---|---|
| SMMD | ISHARES TR | $1,163.91万 | 5.16% | 152,444 | -72,390 | -32.2% | -$552.70万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,068.88万 | 4.74% | 227,858 | -112,094 | -33.0% | -$525.83万 | 减仓 |
| EFA | ISHARES TR | $802.82万 | 3.56% | 82,654 | -25,489 | -23.6% | -$247.57万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $736.98万 | 3.27% | 86,867 | 74,555 | 605.5% | $632.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $715.24万 | 3.17% | 111,616 | 94,517 | 552.8% | $605.66万 | 加仓 |
| USHY | ISHARES TR | $617.34万 | 2.74% | 167,572 | -70,188 | -29.5% | -$258.57万 | 减仓 |
| IVV | ISHARES TR | $610.21万 | 2.71% | 9,342 | -879 | -8.6% | -$57.41万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $576.11万 | 2.55% | 71,495 | 60,680 | 561.1% | $488.96万 | 加仓 |
| AAPL | APPLE INC | $556.87万 | 2.47% | 21,942 | 5,327 | 32.1% | $135.20万 | 加仓 |
| AGG | ISHARES TR | $487.58万 | 2.16% | 49,117 | -20,912 | -29.9% | -$207.59万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $477.52万 | 2.12% | 205,649 | 148,357 | 258.9% | $344.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $436.10万 | 1.93% | 25,006 | 16,437 | 191.8% | $286.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $405.64万 | 1.80% | 10,958 | 1,763 | 19.2% | $65.26万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $387.43万 | 1.72% | 129,188 | 129,188 | — | $387.43万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $371.73万 | 1.65% | 48,567 | 17,630 | 57.0% | $134.94万 | 加仓 |
| XPEL | XPEL INC | $362.06万 | 1.61% | 81,802 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $318.24万 | 1.41% | 33,881 | -12,269 | -26.6% | -$115.24万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $317.98万 | 1.41% | 66,176 | 66,176 | — | $317.98万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $317.32万 | 1.41% | 9,891 | 2,830 | 40.1% | $90.79万 | 加仓 |
| AVGO | BROADCOM INC | $288.44万 | 1.28% | 9,319 | 444 | 5.0% | $13.74万 | 加仓 |
| IEFA | ISHARES TR | $283.37万 | 1.26% | 31,301 | -3,089 | -9.0% | -$27.96万 | 减仓 |
| GLDM | WORLD GOLD TR | $259.94万 | 1.15% | 28,044 | 24,035 | 599.5% | $222.78万 | 加仓 |
| WFC | WELLS FARGO & CO | $217.19万 | 0.96% | 27,282 | -5,518 | -16.8% | -$43.93万 | 减仓 |
| AMZN | AMAZON COM INC | $210.62万 | 0.93% | 10,113 | 7,242 | 252.2% | $150.83万 | 加仓 |
| KLAC | KLA CORP | $205.74万 | 0.91% | 1,397 | -844 | -37.7% | -$124.30万 | 减仓 |
| APH | AMPHENOL CORP | $201.89万 | 0.90% | 15,979 | -4,624 | -22.4% | -$58.42万 | 减仓 |
| RTX | RTX CORPORATION | $198.05万 | 0.88% | 10,267 | -1,780 | -14.8% | -$34.34万 | 减仓 |
| IEMG | ISHARES INC | $185.74万 | 0.82% | 26,630 | -1,834 | -6.4% | -$12.79万 | 减仓 |
| GOOGL | ALPHABET INC | $182.51万 | 0.81% | 6,347 | 4,628 | 269.2% | $133.08万 | 加仓 |
| ETN | EATON CORP PLC | $169.36万 | 0.75% | 4,735 | -1,571 | -24.9% | -$56.19万 | 减仓 |
| IWM | ISHARES TR | $158.72万 | 0.70% | 6,400 | -3,123 | -32.8% | -$77.45万 | 减仓 |
| ABBV | ABBVIE INC | $157.64万 | 0.70% | 7,248 | -1,696 | -19.0% | -$36.89万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $152.27万 | 0.68% | 13,153 | -6,666 | -33.6% | -$77.17万 | 减仓 |
| MCK | MCKESSON CORP | $149.97万 | 0.67% | 1,733 | -6 | -0.3% | -$5,192 | 减仓 |
| GOOG | ALPHABET INC | $142.45万 | 0.63% | 4,966 | 3,581 | 258.6% | $102.72万 | 加仓 |
| LOW | LOWES COS INC | $138.85万 | 0.62% | 5,877 | -2,175 | -27.0% | -$51.39万 | 减仓 |
| WMB | WILLIAMS COS INC | $137.60万 | 0.61% | 18,906 | 3,716 | 24.5% | $27.05万 | 加仓 |
| ADI | ANALOG DEVICES INC | $137.02万 | 0.61% | 4,307 | -986 | -18.6% | -$31.37万 | 减仓 |
| STT | STATE STR CORP | $134.06万 | 0.59% | 10,593 | 1,133 | 12.0% | $14.34万 | 加仓 |
| LLY | ELI LILLY & CO | $133.98万 | 0.59% | 1,457 | 199 | 15.8% | $18.30万 | 加仓 |
| BCI | ABRDN ETFS | $126.76万 | 0.56% | 52,188 | 52,188 | — | $126.76万 | 新建仓 |
| WMT | WALMART INC | $126.74万 | 0.56% | 10,198 | 2,505 | 32.6% | $31.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $126.70万 | 0.56% | 4,412 | 4,412 | — | $126.70万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $125.04万 | 0.55% | 6,441 | -2,837 | -30.6% | -$55.08万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $124.67万 | 0.55% | 18,979 | 18,979 | — | $124.67万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.25万 | 0.55% | 7,836 | -3,858 | -33.0% | -$60.68万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $122.39万 | 0.54% | 31,857 | -10,395 | -24.6% | -$39.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $122.03万 | 0.54% | 9,314 | -4,069 | -30.4% | -$53.31万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $120.42万 | 0.53% | 51,639 | 51,639 | — | $120.42万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $120.38万 | 0.53% | 2,512 | 752 | 42.7% | $36.04万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $118.34万 | 0.52% | 2,727 | 2,727 | — | $118.34万 | 新建仓 |
| V | VISA INC | $117.01万 | 0.52% | 3,872 | -31 | -0.8% | -$9,368 | 减仓 |
| NLR | VANECK ETF TRUST | $112.63万 | 0.50% | 8,456 | 8,456 | — | $112.63万 | 新建仓 |
| IUSB | ISHARES TR | $110.33万 | 0.49% | 23,886 | 1,939 | 8.8% | $8.96万 | 加仓 |
| HD | HOME DEPOT INC | $107.68万 | 0.48% | 3,274 | 569 | 21.0% | $18.71万 | 加仓 |
| PEP | PEPSICO INC | $106.81万 | 0.47% | 6,878 | 6,878 | — | $106.81万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $105.52万 | 0.47% | 21,151 | 21,151 | — | $105.52万 | 新建仓 |
| NDAQ | NASDAQ INC | $102.78万 | 0.46% | 12,107 | -7,158 | -37.2% | -$60.76万 | 减仓 |
| TSLA | TESLA INC | $102.01万 | 0.45% | 2,744 | 1,946 | 243.9% | $72.34万 | 加仓 |
| VB | VANGUARD INDEX FDS | $100.55万 | 0.45% | 3,839 | 3,839 | — | $100.55万 | 新建仓 |
| — | EXXON MOBIL CORP | $98.46万 | 0.44% | 5,804 | 2,790 | 92.6% | $47.33万 | 加仓 |
| META | META PLATFORMS INC | $96.69万 | 0.43% | 1,690 | 1,200 | 244.9% | $68.66万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $93.29万 | 0.41% | 1,867 | -359 | -16.1% | -$17.94万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $93.11万 | 0.41% | 30,075 | -412 | -1.4% | -$1.28万 | 减仓 |
| EFV | ISHARES TR | $92.40万 | 0.41% | 12,428 | -399 | -3.1% | -$2.97万 | 减仓 |
| BA | BOEING CO | $90.42万 | 0.40% | 4,543 | -724 | -13.7% | -$14.41万 | 减仓 |
| LII | LENNOX INTL INC | $88.08万 | 0.39% | 1,898 | 1,172 | 161.4% | $54.39万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $86.04万 | 0.38% | 5,204 | 606 | 13.2% | $10.02万 | 加仓 |
| SHYG | ISHARES TR | $82.07万 | 0.36% | 19,398 | -10,516 | -35.2% | -$44.49万 | 减仓 |
| ASML | ASML HLDG NV | $81.04万 | 0.36% | 614 | -144 | -19.0% | -$19.01万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $80.48万 | 0.36% | 15,497 | -8,250 | -34.7% | -$42.84万 | 减仓 |
| SYK | STRYKER CORPORATION | $76.43万 | 0.34% | 2,326 | -949 | -29.0% | -$31.18万 | 减仓 |
| MBB | ISHARES TR | $73.26万 | 0.32% | 7,716 | 1,107 | 16.7% | $10.51万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $73.24万 | 0.32% | 5,754 | -7,914 | -57.9% | -$100.73万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $70.54万 | 0.31% | 2,398 | 1,694 | 240.6% | $49.83万 | 加仓 |
| MCO | MOODYS CORP | $67.53万 | 0.30% | 1,548 | -775 | -33.4% | -$33.81万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $67.42万 | 0.30% | 5,073 | 5 | 0.1% | $665 | 加仓 |
| SBUX | STARBUCKS CORP | $66.44万 | 0.29% | 7,416 | 7,416 | — | $66.44万 | 新建仓 |
| ALLE | ALLEGION PLC | $65.60万 | 0.29% | 4,515 | -2,241 | -33.2% | -$32.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.57万 | 0.29% | 658 | 345 | 110.2% | $34.38万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.69万 | 0.29% | 3,008 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $64.17万 | 0.28% | 12,380 | -6,071 | -32.9% | -$31.47万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $63.45万 | 0.28% | 1,940 | -14 | -0.7% | -$4,579 | 减仓 |
| BYLD | ISHARES TR | $63.21万 | 0.28% | 28,056 | 253 | 0.9% | $5,700 | 加仓 |
| NVS | NOVARTIS AG | $61.37万 | 0.27% | 4,018 | -1,134 | -22.0% | -$17.32万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $60.35万 | 0.27% | 11,981 | -6,233 | -34.2% | -$31.40万 | 减仓 |
| MO | ALTRIA GROUP INC | $60.24万 | 0.27% | 9,128 | 1,385 | 17.9% | $9.14万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $60.22万 | 0.27% | 41,644 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $59.64万 | 0.26% | 3,024 | 3,024 | — | $59.64万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $58.96万 | 0.26% | 8,791 | -2,115 | -19.4% | -$14.18万 | 减仓 |
| INTU | INTUIT | $58.80万 | 0.26% | 1,360 | -306 | -18.4% | -$13.23万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $58.48万 | 0.26% | 7,584 | 516 | 7.3% | $3.98万 | 加仓 |
| PFFA | ETFIS SER TR I | $56.99万 | 0.25% | 27,990 | 27,990 | — | $56.99万 | 新建仓 |
| QUAL | ISHARES TR | $56.30万 | 0.25% | 2,936 | 58 | 2.0% | $1.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $54.99万 | 0.24% | 650 | 330 | 103.1% | $27.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $54.92万 | 0.24% | 3,708 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $54.87万 | 0.24% | 2,015 | -1,588 | -44.1% | -$43.24万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $54.24万 | 0.24% | 8,204 | -8,097 | -49.7% | -$53.53万 | 减仓 |
| IVE | ISHARES TR | $53.17万 | 0.24% | 2,518 | 420 | 20.0% | $8.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.82万 | 0.23% | 2,161 | 2,161 | — | $52.82万 | 新建仓 |