Heritage Wealth Management, Inc. 13F 持仓 · 2026年Q2
Heritage Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 272 只证券，申报市值合计 4.01 亿美元。前几大持仓：AAPL（4.75%）、PG（4.59%）、USB（4.15%）。本季前 25 大持仓中：新建仓 10 只、增持 5 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.0M | 4.75% | 65,777 | 减持 |
| 2 | PG | PROCTER & GAMBLE CO | $18.4M | 4.59% | 125,340 | 新建仓 |
| 3 | USB | US BANCORP | $16.6M | 4.15% | 275,102 | 新建仓 |
| 4 | MSFT | MICROSOFT CORP | $13.3M | 3.33% | 35,768 | 新建仓 |
| 5 | JPM | JPMORGAN CHASE & CO | $9.6M | 2.40% | 29,383 | 减持 |
| 6 | LLY | ELI LILLY & CO | $9.6M | 2.39% | 7,987 | 新建仓 |
| 7 | WMT | WALMART INC | $8.0M | 1.99% | 70,520 | 新建仓 |
| 8 | JNJ | JOHNSON & JOHNSON | $6.8M | 1.71% | 26,961 | 新建仓 |
| 9 | CSCO | CISCO SYS INC | $6.4M | 1.59% | 54,397 | 减持 |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | $6.3M | 1.58% | 135,075 | 增持 |
| 11 | CAT | CATERPILLAR INC | $6.2M | 1.54% | 5,813 | 新建仓 |
| 12 | CINF | CINCINNATI FINL CORP | $6.0M | 1.50% | 32,430 | 新建仓 |
| 13 | ABBV | ABBVIE INC | $5.3M | 1.33% | 21,218 | 减持 |
| 14 | VLO | VALERO ENERGY CORP | $4.5M | 1.11% | 17,147 | 减持 |
| 15 | ALL | ALLSTATE CORP | $4.3M | 1.08% | 18,268 | 减持 |
| 16 | CB | CHUBB LIMITED | $4.3M | 1.08% | 12,687 | 减持 |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $4.3M | 1.06% | 7,344 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $4.2M | 1.05% | 20,956 | 增持 |
| 19 | EVTR | MORGAN STANLEY ETF TRUST | $4.1M | 1.03% | 81,742 | 增持 |
| 20 | KLAC | KLA CORP | $4.1M | 1.02% | 13,569 | 新建仓 |
| 21 | ADI | ANALOG DEVICES INC | $4.0M | 1.00% | 10,132 | 减持 |
| 22 | AVUV | AMERICAN CENTY ETF TR | $3.9M | 0.97% | 31,256 | 增持 |
| 23 | CVX | CHEVRON CORPORATION | $3.9M | 0.97% | 23,561 | 新建仓 |
| 24 | GOOGL | ALPHABET INC | $3.8M | 0.96% | 10,760 | 增持 |
| 25 | GOOG | ALPHABET INC | $3.8M | 0.94% | 10,630 | 减持 |
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