Heartwood Wealth Advisors LLC 13F 持仓 · 2026年Q3

Heartwood Wealth Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 223 只证券，申报市值合计 12.66 亿美元。前几大持仓：VV（10.45%）、VB（8.59%）、VEA（4.81%）。本季前 25 大持仓中：增持 10 只、减持 15 只。

排名	代码	公司	市值	占组合	股数	变动
1	VV	VANGUARD MORNINGSTAR LARGE-CAP ETF	$132.4M	10.45%	376,197	减持
2	VB	VANGUARD MORNINGSTAR SMALL-CAP ETF	$108.8M	8.59%	382,477	减持
3	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$60.9M	4.81%	862,689	减持
4	SCHE	SCHWAB EMERGING MARKETS EQUITY ETF	$55.3M	4.37%	1.5M	减持
5	VONE	VANGUARD RUSSELL 1000 ETF	$51.5M	4.07%	149,728	减持
6	VO	VANGUARD MORNINGSTAR MID-CAP ETF	$48.5M	3.83%	619,013	减持
7	RDIV	INVESCO S&P ULTRA DIVIDEND REVENUE ETF	$43.6M	3.44%	762,724	减持
8	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	$43.1M	3.40%	277,424	减持
9	GDXJ	VANECK JUNIOR GOLD MINERS ETF	$35.0M	2.76%	306,905	减持
10	IJS	ISHARES S&P SMALL-CAP 600 VALUE ETF	$31.5M	2.49%	246,003	减持
11	IJT	ISHARES S&P SMALL-CAP 600 GROWTH ETF	$31.5M	2.49%	196,760	减持
12	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	$29.6M	2.34%	313,155	增持
13	SPTS	STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF	$29.5M	2.33%	1.0M	增持
14	IBTI	ISHARES IBONDS DEC 2028 TERM TREASURY ETF	$29.2M	2.31%	1.3M	增持
15	GMUB	GOLDMAN SACHS MUNICIPAL INCOME ETF	$24.5M	1.93%	501,612	增持
16	VTEB	VANGUARD TAX-EXEMPT BOND ETF	$24.5M	1.93%	517,180	增持
17	VTV	VANGUARD MORNINGSTAR VALUE ETF	$24.0M	1.90%	111,205	减持
18	GTEK	GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF	$23.5M	1.86%	400,908	减持
19	VUG	VANGUARD MORNINGSTAR GROWTH ETF	$21.1M	1.67%	234,148	减持
20	TIP	ISHARES TIPS BOND ETF	$19.5M	1.54%	187,329	增持
21	EFA	ISHARES MSCI EAFE ETF	$19.1M	1.51%	183,874	减持
22	URA	GLOBAL X URANIUM ETF	$18.1M	1.43%	453,502	增持
23	IBMP	ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF	$17.8M	1.40%	703,566	增持
24	IBMQ	ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF	$15.7M	1.24%	623,294	增持
25	MYCH	STATE STREET MY2028 CORPORATE BOND ETF	$10.0M	0.79%	407,257	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR