Heck Capital Advisors, LLC 13F 持仓 · 2026年Q2
Heck Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 214 只证券，申报市值合计 16.74 亿美元。前几大持仓：IVV（16.20%）、VTI（7.72%）、IEMG（4.51%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $271.2M | 16.20% | 362,101 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $129.2M | 7.72% | 349,207 | 减持 |
| 3 | IEMG | ISHARES INC | $75.5M | 4.51% | 910,801 | 增持 |
| 4 | ONEQ | FIDELITY COMWLTH TR | $61.6M | 3.68% | 596,957 | 增持 |
| 5 | DIA | STATE STR SPDR DOW JONES IND | $57.4M | 3.43% | 109,655 | 增持 |
| 6 | IWV | ISHARES TR | $53.0M | 3.17% | 124,292 | 增持 |
| 7 | FRDM | EA SERIES TRUST | $40.6M | 2.42% | 555,714 | 减持 |
| 8 | GOVT | ISHARES TR | $39.7M | 2.37% | 1.7M | 增持 |
| 9 | IEFA | ISHARES TR | $39.1M | 2.34% | 404,874 | 减持 |
| 10 | IWL | ISHARES TR | $37.8M | 2.26% | 204,621 | 持平 |
| 11 | EMXC | ISHARES INC | $31.9M | 1.90% | 311,697 | 增持 |
| 12 | QUAL | ISHARES TR | $30.4M | 1.81% | 138,429 | 减持 |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $27.9M | 1.66% | 559,940 | 增持 |
| 14 | IAUM | ISHARES GOLD TRUST MICRO | $23.4M | 1.40% | 584,557 | 减持 |
| 15 | ITOT | ISHARES TR | $22.5M | 1.35% | 137,213 | 减持 |
| 16 | CMDY | ISHARES U S ETF TR | $22.5M | 1.34% | 407,139 | 新建仓 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $22.0M | 1.32% | 103,491 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $21.5M | 1.28% | 107,213 | 增持 |
| 19 | AAPL | APPLE INC | $19.2M | 1.14% | 66,240 | 增持 |
| 20 | COWG | PACER FDS TR | $19.1M | 1.14% | 474,716 | 增持 |
| 21 | IJR | ISHARES TR | $18.9M | 1.13% | 127,339 | 减持 |
| 22 | RECS | COLUMBIA ETF TR I | $18.9M | 1.13% | 436,199 | 增持 |
| 23 | DGRW | WISDOMTREE TR | $18.3M | 1.09% | 191,164 | 增持 |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $17.6M | 1.05% | 187,487 | 增持 |
| 25 | MBB | ISHARES TR | $16.5M | 0.99% | 174,713 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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