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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.94亿 | 14.40% | 297,275 | -3,865 | -1.3% | -$252.47万 | 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 |
| VTI | VANGUARD INDEX FDS | $1.12亿 | 8.34% | 350,301 | -7,833 | -2.2% | -$251.29万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,981.34万 | 3.69% | 586,662 | -6,913 | -1.2% | -$58.70万 | 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 |
| IEMG | ISHARES INC | $4,348.21万 | 3.23% | 623,399 | -180,339 | -22.4% | -$1,257.86万 | 减仓 |
| GOVT | ISHARES TR | $3,820.08万 | 2.83% | 1,667,429 | 23,417 | 1.4% | $53.65万 | 加仓 |
| IEFA | ISHARES TR | $3,765.35万 | 2.79% | 415,923 | -40,387 | -8.9% | -$365.62万 | 减仓 |
| FRDM | EA SERIES TRUST | $3,365.09万 | 2.50% | 614,830 | 394,021 | 178.4% | $2,156.56万 | 加仓 |
| IWL | ISHARES TR | $3,283.73万 | 2.44% | 204,621 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $2,821.78万 | 2.09% | 147,113 | -6,170 | -4.0% | -$118.35万 | 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 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,396.16万 | 1.78% | 124,852 | -12,161 | -8.9% | -$233.39万 | 减仓 |
| ITOT | ISHARES TR | $2,008.88万 | 1.49% | 141,043 | -63,736 | -31.1% | -$907.79万 | 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 |
| RECS | COLUMBIA ETF TR I | $1,675.85万 | 1.24% | 429,926 | -3,482 | -0.8% | -$13.57万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,634.34万 | 1.21% | 186,058 | -236 | -0.1% | -$2.07万 | 减仓 |
| IJR | ISHARES TR | $1,605.32万 | 1.19% | 129,139 | -1,888 | -1.4% | -$23.47万 | 减仓 |
| COWG | PACER FDS TR | $1,598.80万 | 1.19% | 473,873 | -2,326 | -0.5% | -$7.85万 | 减仓 |
| MBB | ISHARES TR | $1,519.24万 | 1.13% | 160,004 | -3,531 | -2.2% | -$33.53万 | 减仓 |
| IVLU | ISHARES TR | $1,461.54万 | 1.08% | 368,331 | -43,833 | -10.6% | -$173.93万 | 减仓 |
| IEF | ISHARES TR | $1,326.51万 | 0.98% | 138,989 | 22,767 | 19.6% | $217.29万 | 加仓 |
| INTF | ISHARES TR | $1,313.71万 | 0.97% | 337,194 | -7,526 | -2.2% | -$29.32万 | 减仓 |
| IWR | ISHARES TR | $1,217.61万 | 0.90% | 125,230 | -35,309 | -22.0% | -$343.31万 | 减仓 |
| IWP | ISHARES TR | $1,184.39万 | 0.88% | 92,444 | 9,007 | 10.8% | $115.40万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,164.01万 | 0.86% | 156,144 | -1,423 | -0.9% | -$10.61万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1,115.25万 | 0.83% | 315,309 | -5,312 | -1.7% | -$18.79万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $1,026.74万 | 0.76% | 223,886 | 8,081 | 3.7% | $37.06万 | 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 |
| IUSB | ISHARES TR | $932.53万 | 0.69% | 201,891 | 1,159 | 0.6% | $5.35万 | 加仓 |
| TLT | ISHARES TR | $932.41万 | 0.69% | 107,557 | -3,376 | -3.0% | -$29.27万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $904.68万 | 0.67% | 428,759 | 143,276 | 50.2% | $302.31万 | 加仓 |
| IGSB | ISHARES TR | $877.45万 | 0.65% | 166,943 | -38,595 | -18.8% | -$202.86万 | 减仓 |
| IEI | ISHARES TR | $833.97万 | 0.62% | 70,318 | -3,078 | -4.2% | -$36.50万 | 减仓 |
| SHY | ISHARES TR | $789.72万 | 0.59% | 95,642 | -22,540 | -19.1% | -$186.11万 | 减仓 |
| ECOW | PACER FDS TR | $740.01万 | 0.55% | 277,468 | -5,595 | -2.0% | -$14.92万 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $723.03万 | 0.54% | 209,854 | -2,978 | -1.4% | -$10.26万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $722.96万 | 0.54% | 181,011 | -3,085 | -1.7% | -$12.32万 | 减仓 |
| QLTA | ISHARES TR | $670.78万 | 0.50% | 140,950 | 871 | 0.6% | $4.15万 | 加仓 |
| IWO | ISHARES TR | $648.65万 | 0.48% | 20,670 | 15,573 | 305.5% | $488.70万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $634.89万 | 0.47% | 235,930 | 41 | 0.0% | $1,103 | 加仓 |
| IWF | ISHARES TR | $634.62万 | 0.47% | 14,883 | -878 | -5.6% | -$37.44万 | 减仓 |
| EMXC | ISHARES INC | $626.54万 | 0.46% | 79,652 | 3,173 | 4.1% | $24.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $603.98万 | 0.45% | 34,630 | 24,936 | 257.2% | $434.91万 | 加仓 |
| AAPL | APPLE INC | $591.67万 | 0.44% | 23,314 | 15,990 | 218.3% | $405.80万 | 加仓 |
| IAU | ISHARES GOLD TR | $573.90万 | 0.43% | 65,098 | 13,785 | 26.9% | $121.53万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $571.33万 | 0.42% | 98,201 | -185 | -0.2% | -$1.08万 | 减仓 |
| LRGF | ISHARES TR | $556.73万 | 0.41% | 84,353 | 1,042 | 1.3% | $6.88万 | 加仓 |
| IWD | ISHARES TR | $517.98万 | 0.38% | 24,242 | 2,043 | 9.2% | $43.65万 | 加仓 |
| IWC | ISHARES TR | $506.65万 | 0.38% | 31,743 | 31,743 | — | $506.65万 | 新建仓 |
| NLR | VANECK ETF TRUST | $502.39万 | 0.37% | 37,720 | 1,642 | 4.6% | $21.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $502.36万 | 0.37% | 13,571 | 7,910 | 139.7% | $292.80万 | 加仓 |
| GOOGL | ALPHABET INC | $497.13万 | 0.37% | 17,288 | 5,573 | 47.6% | $160.26万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $493.50万 | 0.37% | 23,720 | 1,289 | 5.7% | $26.82万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $479.97万 | 0.36% | 365,551 | -7,224 | -1.9% | -$9.49万 | 减仓 |
| SHV | ISHARES TR | $454.69万 | 0.34% | 41,190 | -17,446 | -29.8% | -$192.58万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $452.75万 | 0.34% | 732,611 | 48,270 | 7.1% | $29.83万 | 加仓 |
| — | VANECK FDS | $421.18万 | 0.31% | 130,116 | 3,779 | 3.0% | $12.23万 | 加仓 |
| SGOV | ISHARES TR | $418.76万 | 0.31% | 41,601 | -15,816 | -27.5% | -$159.20万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $388.84万 | 0.29% | 202,943 | 14,919 | 7.9% | $28.58万 | 加仓 |
| AMZN | AMAZON COM INC | $354.14万 | 0.26% | 17,004 | 10,494 | 161.2% | $218.56万 | 加仓 |
| — | AB ACTIVE ETFS INC | $341.43万 | 0.25% | 137,230 | 1,153 | 0.8% | $2.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $337.59万 | 0.25% | 23,372 | -1,600 | -6.4% | -$23.11万 | 减仓 |
| IWM | ISHARES TR | $333.67万 | 0.25% | 13,454 | 2,299 | 20.6% | $57.02万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $322.54万 | 0.24% | 55,097 | -17,988 | -24.6% | -$105.30万 | 减仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $303.63万 | 0.23% | 61,389 | -87,307 | -58.7% | -$431.82万 | 减仓 |
| AVGO | BROADCOM INC | $303.45万 | 0.23% | 9,804 | 2,266 | 30.1% | $70.14万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $300.33万 | 0.22% | 39,700 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $288.84万 | 0.21% | 13,679 | -19,529 | -58.8% | -$412.36万 | 减仓 |
| STIP | ISHARES TR | $287.63万 | 0.21% | 27,809 | 2,641 | 10.5% | $27.32万 | 加仓 |
| IWS | ISHARES TR | $287.56万 | 0.21% | 19,731 | 8,957 | 83.1% | $130.54万 | 加仓 |
| TLH | ISHARES TR | $274.12万 | 0.20% | 27,216 | 2,150 | 8.6% | $21.65万 | 加仓 |
| USIG | ISHARES TR | $257.47万 | 0.19% | 50,257 | 16,612 | 49.4% | $85.10万 | 加仓 |
| IJJ | ISHARES TR | $256.44万 | 0.19% | 19,354 | -2,547 | -11.6% | -$33.75万 | 减仓 |
| META | META PLATFORMS INC | $256.14万 | 0.19% | 4,477 | 3,177 | 244.4% | $181.77万 | 加仓 |
| TFLO | ISHARES TR | $247.72万 | 0.18% | 48,928 | -2,970 | -5.7% | -$15.04万 | 减仓 |
| NOBL | PROSHARES TR | $242.58万 | 0.18% | 22,883 | 234 | 1.0% | $2.48万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $236.74万 | 0.18% | 33,386 | 13,487 | 67.8% | $95.64万 | 加仓 |
| COP | CONOCOPHILLIPS | $223.12万 | 0.17% | 16,903 | 1,585 | 10.3% | $20.92万 | 加仓 |
| REMX | VANECK ETF TRUST | $217.22万 | 0.16% | 24,684 | 24,684 | — | $217.22万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $217.04万 | 0.16% | 30,848 | -14,839 | -32.5% | -$104.41万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $216.13万 | 0.16% | 42,663 | 5,953 | 16.2% | $30.16万 | 加仓 |
| URA | GLOBAL X FDS | $208.72万 | 0.15% | 43,097 | 43,097 | — | $208.72万 | 新建仓 |
| IGRO | ISHARES TR | $205.84万 | 0.15% | 24,572 | 724 | 3.0% | $6.07万 | 加仓 |
| RTX | RTX CORPORATION | $198.38万 | 0.15% | 10,284 | -142 | -1.4% | -$2.74万 | 减仓 |
| TSLA | TESLA INC | $193.31万 | 0.14% | 5,200 | 4,690 | 919.6% | $174.35万 | 加仓 |
| GDX | VANECK ETF TRUST | $172.29万 | 0.13% | 18,774 | -48,415 | -72.1% | -$444.31万 | 减仓 |
| IWY | ISHARES TR | $169.71万 | 0.13% | 6,820 | -676 | -9.0% | -$16.82万 | 减仓 |
| GOOG | ALPHABET INC | $160.13万 | 0.12% | 5,582 | 5,582 | — | $160.13万 | 新建仓 |
| WMT | WALMART INC | $156.90万 | 0.12% | 12,612 | -47 | -0.4% | -$5,847 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.04万 | 0.11% | 3,131 | 1 | 0.0% | $479 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $149.72万 | 0.11% | 41,336 | -3,271 | -7.3% | -$11.85万 | 减仓 |
| OBIL | RBB FD INC | $149.47万 | 0.11% | 29,850 | 10,276 | 52.5% | $51.46万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $144.91万 | 0.11% | 21,273 | 21,273 | — | $144.91万 | 新建仓 |
| CAT | CATERPILLAR INC | $143.23万 | 0.11% | 2,022 | -1,057 | -34.3% | -$74.88万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $140.20万 | 0.10% | 26,792 | -1,539 | -5.4% | -$8.05万 | 减仓 |
| IWX | ISHARES TR | $140.16万 | 0.10% | 15,125 | -2,137 | -12.4% | -$19.80万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $137.00万 | 0.10% | 19,516 | 19,516 | — | $137.00万 | 新建仓 |
| IWN | ISHARES TR | $134.36万 | 0.10% | 7,087 | 3,418 | 93.2% | $64.80万 | 加仓 |
| IJK | ISHARES TR | $129.87万 | 0.10% | 12,907 | -4,026 | -23.8% | -$40.51万 | 减仓 |