Heck Capital Advisors, LLC
Rhinelander WI · SEC CIK 0002046227
$16.74亿2026Q2 申报市值
214持仓数
48.1%前十大占比 · 第一大 16.2%
28 / 18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
IWV 加仓+$5,250.88万
IVV 加仓+$4,854.75万
IEMG 加仓+$2,380.84万
EMXC 加仓+$2,373.82万
CMDY 新建仓+$2,248.63万
2026Q2 卖出最多 按季末市值估算
IAUM 减仓-$7,406.10万
IEF 减仓-$701.07万
IWO 减仓-$596.23万
LRGF 清仓-$556.73万
IWC 清仓-$506.65万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $72.57万 | 0.04% | 2,857 | -11 | -0.4% | -$2,794 | 减仓 |
| TMUS | T-MOBILE US INC | $72.76万 | 0.04% | 4,338 | 1,388 | 47.1% | $23.28万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.15万 | 0.05% | 2,621 | -11 | -0.4% | -$3,196 | 减仓 |
| IWB | ISHARES TR | $76.17万 | 0.05% | 1,860 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $77.38万 | 0.05% | 19,245 | 19,245 | — | $77.38万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $83.72万 | 0.05% | 17,547 | -503 | -2.8% | -$2.40万 | 减仓 |
| IGLB | ISHARES TR | $84.43万 | 0.05% | 16,872 | -1,490 | -8.1% | -$7.46万 | 减仓 |
| IGIB | ISHARES TR | $90.56万 | 0.05% | 17,032 | -1,070 | -5.9% | -$5.69万 | 减仓 |
| IDEV | ISHARES TR | $101.43万 | 0.06% | 11,395 | 1,360 | 13.6% | $12.11万 | 加仓 |
| PSX | PHILLIPS 66 | $103.81万 | 0.06% | 6,141 | 44 | 0.7% | $7,438 | 加仓 |
| SPYI | NEOS ETF TRUST | $106.26万 | 0.06% | 20,015 | -721 | -3.5% | -$3.83万 | 减仓 |
| AGZ | ISHARES TR | $107.06万 | 0.06% | 9,797 | 4,270 | 77.3% | $46.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $111.73万 | 0.07% | 3,686 | 1,295 | 54.2% | $39.25万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $111.73万 | 0.07% | 11,217 | -152 | -1.3% | -$1.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $116.15万 | 0.07% | 44,700 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $116.33万 | 0.07% | 11,189 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $120.80万 | 0.07% | 1,614 | 1 | 0.1% | $748 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $122.70万 | 0.07% | 11,932 | 4,137 | 53.1% | $42.54万 | 加仓 |
| CSHI | NEOS ETF TRUST | $123.17万 | 0.07% | 24,728 | 1,372 | 5.9% | $6.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $123.72万 | 0.07% | 3,780 | -11 | -0.3% | -$3,600 | 减仓 |
| ICSH | ISHARES TR | $134.99万 | 0.08% | 26,689 | 9,869 | 58.7% | $49.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $137.83万 | 0.08% | 19,345 | 1,050 | 5.7% | $7.48万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $139.02万 | 0.08% | 26,459 | -333 | -1.2% | -$1.75万 | 减仓 |
| IJH | ISHARES TR | $140.17万 | 0.08% | 18,178 | -21 | -0.1% | -$1,619 | 减仓 |
| WMT | WALMART INC | $142.98万 | 0.09% | 12,624 | 12 | 0.1% | $1,359 | 加仓 |
| — | RBB FD INC | $144.90万 | 0.09% | 29,043 | 14,409 | 98.5% | $71.89万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $145.62万 | 0.09% | 20,959 | -314 | -1.5% | -$2.18万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $147.29万 | 0.09% | 19,239 | -277 | -1.4% | -$2.12万 | 减仓 |
| ACWX | ISHARES TR | $149.06万 | 0.09% | 19,585 | 2,291 | 13.2% | $17.44万 | 加仓 |
| IJK | ISHARES TR | $150.81万 | 0.09% | 12,835 | -72 | -0.6% | -$8,460 | 减仓 |
| IWN | ISHARES TR | $152.07万 | 0.09% | 6,875 | -212 | -3.0% | -$4.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.06万 | 0.09% | 3,139 | 8 | 0.3% | $4,003 | 加仓 |
| NULG | NUSHARES ETF TR | $158.67万 | 0.09% | 13,555 | -393 | -2.8% | -$4.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $165.87万 | 0.10% | 2,250 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $171.16万 | 0.10% | 33,843 | 11,585 | 52.0% | $58.59万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $175.50万 | 0.10% | 22,623 | 22,623 | — | $175.50万 | 新建仓 |
| COP | CONOCOPHILLIPS | $176.61万 | 0.11% | 16,989 | 86 | 0.5% | $8,940 | 加仓 |
| VO | VANGUARD INDEX FDS | $178.54万 | 0.11% | 22,160 | 4,724 | 27.1% | $38.06万 | 加仓 |
| ASML | ASML HLDG NV | $188.48万 | 0.11% | 947 | -5 | -0.5% | -$9,951 | 减仓 |
| IGRO | ISHARES TR | $193.58万 | 0.12% | 22,015 | -2,557 | -10.4% | -$22.48万 | 减仓 |
| OBIL | RBB FD INC | $196.27万 | 0.12% | 39,273 | 9,423 | 31.6% | $47.09万 | 加仓 |
| AGGY | WISDOMTREE TR | $209.18万 | 0.12% | 48,109 | 48,109 | — | $209.18万 | 新建仓 |
| CAT | CATERPILLAR INC | $215.67万 | 0.13% | 2,025 | 3 | 0.1% | $3,195 | 加仓 |
| RTX | RTX CORPORATION | $218.03万 | 0.13% | 11,492 | 1,208 | 11.7% | $22.92万 | 加仓 |
| IWO | ISHARES TR | $218.04万 | 0.13% | 5,535 | -15,135 | -73.2% | -$596.23万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $220.79万 | 0.13% | 42,983 | 320 | 0.8% | $1.64万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $234.59万 | 0.14% | 30,368 | -480 | -1.6% | -$3.71万 | 减仓 |
| NOBL | PROSHARES TR | $255.05万 | 0.15% | 45,415 | -351 | -0.8% | -$1.97万 | 减仓 |
| REMX | VANECK ETF TRUST | $263.14万 | 0.16% | 29,733 | 5,049 | 20.5% | $44.68万 | 加仓 |
| IJJ | ISHARES TR | $266.96万 | 0.16% | 18,071 | -1,283 | -6.6% | -$18.95万 | 减仓 |
| TLH | ISHARES TR | $267.97万 | 0.16% | 26,704 | -512 | -1.9% | -$5.14万 | 减仓 |
| TFLO | ISHARES TR | $268.30万 | 0.16% | 52,993 | 4,065 | 8.3% | $20.58万 | 加仓 |
| URA | GLOBAL X FDS | $275.60万 | 0.16% | 63,067 | 19,970 | 46.3% | $87.27万 | 加仓 |
| STIP | ISHARES TR | $281.41万 | 0.17% | 27,546 | -263 | -0.9% | -$2.69万 | 减仓 |
| IWS | ISHARES TR | $283.37万 | 0.17% | 17,216 | -2,515 | -12.7% | -$41.40万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $284.87万 | 0.17% | 48,947 | -6,150 | -11.2% | -$35.79万 | 减仓 |
| IVE | ISHARES TR | $290.17万 | 0.17% | 12,779 | -900 | -6.6% | -$20.44万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $300.45万 | 0.18% | 39,700 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $325.28万 | 0.19% | 27,695 | -42,623 | -60.6% | -$500.61万 | 减仓 |
| — | AB ACTIVE ETFS INC | $349.72万 | 0.21% | 138,037 | 807 | 0.6% | $2.04万 | 加仓 |
| IAU | ISHARES GOLD TR | $350.27万 | 0.21% | 46,387 | -18,711 | -28.7% | -$141.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $351.18万 | 0.21% | 23,948 | 576 | 2.5% | $8.45万 | 加仓 |
| SGOV | ISHARES TR | $360.69万 | 0.22% | 35,829 | -5,772 | -13.9% | -$58.11万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $376.76万 | 0.23% | 22,051 | 22,051 | — | $376.76万 | 新建仓 |
| SHV | ISHARES TR | $419.89万 | 0.25% | 38,051 | -3,139 | -7.6% | -$34.64万 | 减仓 |
| IWM | ISHARES TR | $426.05万 | 0.25% | 14,181 | 727 | 5.4% | $21.84万 | 加仓 |
| IUSB | ISHARES TR | $485.22万 | 0.29% | 105,140 | -96,751 | -47.9% | -$446.50万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $490.40万 | 0.29% | 384,111 | 18,560 | 5.1% | $23.70万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $546.19万 | 0.33% | 255,230 | 255,230 | — | $546.19万 | 新建仓 |
| — | WISDOMTREE TR | $553.67万 | 0.33% | 146,436 | 146,436 | — | $553.67万 | 新建仓 |
| — | VANECK FDS | $562.61万 | 0.34% | 129,861 | -255 | -0.2% | -$1.10万 | 减仓 |
| IEF | ISHARES TR | $613.35万 | 0.37% | 64,857 | -74,132 | -53.3% | -$701.07万 | 减仓 |
| EWY | ISHARES INC | $619.61万 | 0.37% | 30,689 | 30,689 | — | $619.61万 | 新建仓 |
| IWD | ISHARES TR | $621.28万 | 0.37% | 25,627 | 1,385 | 5.7% | $33.58万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $632.64万 | 0.38% | 77,208 | 43,822 | 131.3% | $359.08万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $644.23万 | 0.38% | 22,559 | -1,161 | -4.9% | -$33.16万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $672.44万 | 0.40% | 229,503 | -6,427 | -2.7% | -$18.83万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $701.25万 | 0.42% | 71,374 | 71,374 | — | $701.25万 | 新建仓 |
| — | ROUNDHILL ETF TRUST | $711.78万 | 0.43% | 739,129 | 6,518 | 0.9% | $6.28万 | 加仓 |
| ECOW | PACER FDS TR | $729.84万 | 0.44% | 275,182 | -2,286 | -0.8% | -$6.06万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $733.04万 | 0.44% | 212,517 | 2,663 | 1.3% | $9.19万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $735.59万 | 0.44% | 178,110 | -2,901 | -1.6% | -$11.98万 | 减仓 |
| TLT | ISHARES TR | $743.63万 | 0.44% | 86,049 | -21,508 | -20.0% | -$185.87万 | 减仓 |
| GOOG | ALPHABET INC | $785.43万 | 0.47% | 22,229 | 16,647 | 298.2% | $588.20万 | 加仓 |
| QLTA | ISHARES TR | $788.51万 | 0.47% | 165,932 | 24,982 | 17.7% | $118.71万 | 加仓 |
| TSLA | TESLA INC | $864.92万 | 0.52% | 20,564 | 15,364 | 295.5% | $646.21万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $887.91万 | 0.53% | 130,556 | 32,355 | 32.9% | $220.05万 | 加仓 |
| AVGO | BROADCOM INC | $905.65万 | 0.54% | 23,975 | 14,171 | 144.5% | $535.31万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $913.42万 | 0.55% | 447,209 | 18,450 | 4.3% | $37.68万 | 加仓 |
| SHY | ISHARES TR | $941.70万 | 0.56% | 114,688 | 19,046 | 19.9% | $156.39万 | 加仓 |
| IGSB | ISHARES TR | $978.38万 | 0.58% | 186,679 | 19,736 | 11.8% | $103.44万 | 加仓 |
| IWF | ISHARES TR | $1,021.56万 | 0.61% | 82,271 | 22,739 | 38.2% | $282.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,049.01万 | 0.63% | 18,058 | 18,058 | — | $1,049.01万 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,087.35万 | 0.65% | 236,638 | 18,258 | 8.4% | $83.90万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,093.85万 | 0.65% | 239,985 | 16,099 | 7.2% | $73.38万 | 加仓 |
| AMZN | AMAZON COM INC | $1,180.07万 | 0.70% | 49,512 | 32,508 | 191.2% | $774.79万 | 加仓 |
| IGEB | ISHARES TR | $1,215.06万 | 0.73% | 269,354 | 269,354 | — | $1,215.06万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,240.00万 | 0.74% | 34,698 | 17,410 | 100.7% | $622.18万 | 加仓 |
| IVLU | ISHARES TR | $1,294.22万 | 0.77% | 309,474 | -58,857 | -16.0% | -$246.14万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,304.27万 | 0.78% | 298,391 | -16,918 | -5.4% | -$73.95万 | 减仓 |