13FBOX
Heritage Family Offices, LLP · 13F 持仓分析
期权收益计算器 机构排行

Heritage Family Offices, LLP

No.6261 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.59亿
环比变动 Q1 2026
+$3,344.3万+14.8%
持仓股票数
233
新买入
62
加仓
72
减仓
81
清仓
25
持股不变
18
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·FTSEVEA
4.64%3.17%$1,202.0万16.9万股$715.2万11.2万股+5.7万股+51.14%加仓
AVANTIS INTLNGG
4.56%3.27%$1,181.1万13.2万股$737.0万8.7万股+4.6万股+52.43%加仓
A美国世纪ETF信托AVEM
3.77%2.55%$976.8万10.1万股$576.1万7.1万股+3.0万股+41.59%加仓
IIshares Trust Russell 2500 EtfSMMD
3.18%5.16%$824.6万9.0万股$1,163.9万15.2万股-6.2万股-40.97%减仓
SSPDR道富指数基金SPEM
3.07%4.74%$794.8万15.3万股$1,068.9万22.8万股-7.4万股-32.63%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.81%2.12%$726.8万31.4万股$477.5万20.6万股+10.9万股+52.80%加仓
苹果AAPL
2.7%2.47%$698.7万2.4万股$556.9万2.2万股+2,203股+10.04%加仓
英伟达NVDA
2.64%1.93%$684.2万3.4万股$436.1万2.5万股+9,187股+36.74%加仓
IiShares安硕·MSCI EAFE ETFEFA
2.36%3.56%$611.3万5.9万股$802.8万8.3万股-2.4万股-28.80%减仓
S道富SPYM
2.32%1.65%$600.4万6.8万股$371.7万4.9万股+2.0万股+40.67%加仓
IiShares安硕信托IVV
2.29%2.71%$593.9万7,931股$610.2万9,342股-1,411股-15.10%减仓
V先锋领航·TOTALBNDX
2.07%1.41%$535.5万11.1万股$318.0万6.6万股+4.4万股+67.09%加仓
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
2.06%1.72%$533.2万20.5万股$387.4万12.9万股+7.6万股+59.05%加仓
微软MSFT
1.71%1.8%$441.7万1.2万股$405.6万1.1万股+884股+8.07%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.59%2.74%$412.1万11.1万股$617.3万16.8万股-5.6万股-33.57%减仓
XPELXPEL
1.57%1.61%$405.7万8.2万股$362.1万8.2万股00.00%持仓不变
G通用动力VTI
1.52%1.41%$392.4万1.1万股$317.3万9,891股+712股+7.20%加仓
亚马逊AMZN
1.33%0.93%$345.4万1.4万股$210.6万1.0万股+4,377股+43.28%加仓
博通AVGO
1.31%1.28%$339.3万8,981股$288.4万9,319股-338股-3.63%减仓
WWORLD GOLD TRGLD
1.28%1.15%$331.8万4.2万股$259.9万2.8万股+1.4万股+48.99%加仓
谷歌AGOOGL
1.21%0.81%$314.1万8,788股$182.5万6,347股+2,441股+38.46%加仓
IiShares安硕信托AGG
1.07%2.16%$278.0万2.8万股$487.6万4.9万股-2.1万股-42.81%减仓
IiShares安硕信托IEFA
1.07%1.26%$276.4万2.9万股$283.4万3.1万股-2,684股-8.57%减仓
科磊KLAC
1.02%0.91%$263.6万8,737股$205.7万1,397股+7,340股+525.41%加仓
IiShares安硕信托EMB
0.98%1.41%$253.5万2.6万股$318.2万3.4万股-7,599股-22.43%减仓
AAlphabet Inc Class CGOOG
0.97%0.63%$252.4万7,143股$142.5万4,966股+2,177股+43.84%加仓
礼来LLY
0.89%0.59%$229.2万1,911股$134.0万1,457股+454股+31.16%加仓
V先锋领航·MIDVO
0.83%0.56%$214.2万2.7万股$126.7万4,412股+2.2万股+502.45%加仓
IiShares安硕IEMG
0.75%0.82%$194.5万2.3万股$185.7万2.7万股-3,146股-11.81%减仓
安费诺APH
0.74%0.9%$192.7万1.1万股$201.9万1.6万股-5,051股-31.61%减仓
WELLS FARGO NEWWFC
0.73%0.96%$190.1万2.3万股$217.2万2.7万股-4,284股-15.70%减仓
V先锋领航指数基金VB
0.72%0.45%$186.0万6,137股$100.6万3,839股+2,298股+59.86%加仓
VVANGUARD EMERGINGVWOB
0.72%0.55%$185.9万2.8万股$124.7万1.9万股+8,670股+45.68%加仓
S道富SPHY
0.69%0.53%$179.3万7.6万股$120.4万5.2万股+2.5万股+48.11%加仓
美光科技MU
0.68%0.14%$176.5万1,529股$31.8万942股+587股+62.31%加仓
AABRDN BLOOMBERGBCI
0.67%0.56%$173.0万7.7万股$126.8万5.2万股+2.5万股+48.41%加仓
特斯拉TSLA
0.66%0.45%$170.4万4,052股$102.0万2,744股+1,308股+47.67%加仓
伯克希尔哈撒韦BRK.B
0.62%0.53%$160.8万3,213股$120.4万2,512股+701股+27.91%加仓
Meta平台META
0.61%0.43%$157.8万2,801股$96.7万1,690股+1,111股+65.74%加仓
VANECK URANIUM AND NUCLEAR ETFNLR
0.6%0.5%$154.8万1.3万股$112.6万8,456股+4,892股+57.85%加仓
V先锋领航市政债券基金VTEB
0.59%0.47%$153.9万3.0万股$105.5万2.1万股+9,276股+43.86%加仓
雷神技术RTX
0.59%0.88%$152.0万8,009股$198.0万1.0万股-2,258股-21.99%减仓
艾伯维ABBV
0.55%0.7%$143.4万5,697股$157.6万7,248股-1,551股-21.40%减仓
IiShares安硕·RUSSELLIWM
0.55%0.7%$142.4万4,741股$158.7万6,400股-1,659股-25.92%减仓
ANALOG DEVICES COMADI
0.53%0.61%$137.9万3,473股$137.0万4,307股-834股-19.36%减仓
伊顿ETN
0.52%0.75%$134.2万3,149股$169.4万4,735股-1,586股-33.50%减仓
MCKESSON COMMCK
0.52%0.67%$133.7万1,769股$150.0万1,733股+36股+2.08%加仓
沃尔玛WMT
0.51%0.56%$133.0万1.2万股$126.7万1.0万股+1,549股+15.19%加仓
家得宝HD
0.51%0.48%$133.0万3,772股$107.7万3,274股+498股+15.21%加仓
德州仪器TXN
0.51%0.55%$132.7万4,451股$125.0万6,441股-1,990股-30.90%减仓

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