Heck Capital Advisors, LLC
Rhinelander WI · SEC CIK 0002046227
$13.48亿2026Q1 申报市值
202持仓数
52.3%前十大占比 · 第一大 14.4%
24 / 31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
IAUM 加仓+$5,755.44万
FRDM 加仓+$2,156.56万
IWC 新建仓+$506.65万
IWO 加仓+$488.70万
NVDA 加仓+$434.91万
2026Q1 卖出最多 按季末市值估算
FBTC 减仓-$1,423.35万
IEMG 减仓-$1,257.86万
ITOT 减仓-$907.79万
IVW 清仓-$467.19万
GDX 减仓-$444.31万
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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $789.72万 | 0.59% | 95,642 | -22,540 | -19.1% | -$186.11万 | 减仓 |
| IEI | ISHARES TR | $833.97万 | 0.62% | 70,318 | -3,078 | -4.2% | -$36.50万 | 减仓 |
| IGSB | ISHARES TR | $877.45万 | 0.65% | 166,943 | -38,595 | -18.8% | -$202.86万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $904.68万 | 0.67% | 428,759 | 143,276 | 50.2% | $302.31万 | 加仓 |
| TLT | ISHARES TR | $932.41万 | 0.69% | 107,557 | -3,376 | -3.0% | -$29.27万 | 减仓 |
| IUSB | ISHARES TR | $932.53万 | 0.69% | 201,891 | 1,159 | 0.6% | $5.35万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,008.04万 | 0.75% | 218,380 | 1,907 | 0.9% | $8.80万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,026.74万 | 0.76% | 223,886 | 8,081 | 3.7% | $37.06万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,115.25万 | 0.83% | 315,309 | -5,312 | -1.7% | -$18.79万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,164.01万 | 0.86% | 156,144 | -1,423 | -0.9% | -$10.61万 | 减仓 |
| IWP | ISHARES TR | $1,184.39万 | 0.88% | 92,444 | 9,007 | 10.8% | $115.40万 | 加仓 |
| IWR | ISHARES TR | $1,217.61万 | 0.90% | 125,230 | -35,309 | -22.0% | -$343.31万 | 减仓 |
| INTF | ISHARES TR | $1,313.71万 | 0.97% | 337,194 | -7,526 | -2.2% | -$29.32万 | 减仓 |
| IEF | ISHARES TR | $1,326.51万 | 0.98% | 138,989 | 22,767 | 19.6% | $217.29万 | 加仓 |
| IVLU | ISHARES TR | $1,461.54万 | 1.08% | 368,331 | -43,833 | -10.6% | -$173.93万 | 减仓 |
| MBB | ISHARES TR | $1,519.24万 | 1.13% | 160,004 | -3,531 | -2.2% | -$33.53万 | 减仓 |
| COWG | PACER FDS TR | $1,598.80万 | 1.19% | 473,873 | -2,326 | -0.5% | -$7.85万 | 减仓 |
| IJR | ISHARES TR | $1,605.32万 | 1.19% | 129,139 | -1,888 | -1.4% | -$23.47万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,634.34万 | 1.21% | 186,058 | -236 | -0.1% | -$2.07万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $1,675.85万 | 1.24% | 429,926 | -3,482 | -0.8% | -$13.57万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,701.16万 | 1.26% | 183,394 | -2,497 | -1.3% | -$23.16万 | 减仓 |
| ITOT | ISHARES TR | $2,008.88万 | 1.49% | 141,043 | -63,736 | -31.1% | -$907.79万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,396.16万 | 1.78% | 124,852 | -12,161 | -8.9% | -$233.39万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,631.85万 | 1.95% | 528,378 | -2,809 | -0.5% | -$13.99万 | 减仓 |
| QUAL | ISHARES TR | $2,821.78万 | 2.09% | 147,113 | -6,170 | -4.0% | -$118.35万 | 减仓 |
| IWL | ISHARES TR | $3,283.73万 | 2.44% | 204,621 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $3,365.09万 | 2.50% | 614,830 | 394,021 | 178.4% | $2,156.56万 | 加仓 |
| IEFA | ISHARES TR | $3,765.35万 | 2.79% | 415,923 | -40,387 | -8.9% | -$365.62万 | 减仓 |
| GOVT | ISHARES TR | $3,820.08万 | 2.83% | 1,667,429 | 23,417 | 1.4% | $53.65万 | 加仓 |
| IEMG | ISHARES INC | $4,348.21万 | 3.23% | 623,399 | -180,339 | -22.4% | -$1,257.86万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,881.32万 | 3.62% | 105,267 | -2,113 | -2.0% | -$97.98万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,981.34万 | 3.69% | 586,662 | -6,913 | -1.2% | -$58.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.12亿 | 8.34% | 350,301 | -7,833 | -2.2% | -$251.29万 | 减仓 |
| IAUM | ISHARES GOLD TR | $1.14亿 | 8.44% | 2,435,620 | 1,232,429 | 102.4% | $5,755.44万 | 加仓 |
| IVV | ISHARES TR | $1.94亿 | 14.40% | 297,275 | -3,865 | -1.3% | -$252.47万 | 减仓 |