Heritage Wealth Management, Inc. /CA/ 13F 持仓 · 2026年Q2
Heritage Wealth Management, Inc. /CA/ 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 2.63 亿美元。前几大持仓：SPY（24.19%）、AVLV（7.89%）、VGSH（5.18%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $63.7M | 24.19% | 85,270 | 增持 |
| 2 | AVLV | AMERICAN CENTY ETF TR | $20.8M | 7.89% | 227,848 | 增持 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $13.6M | 5.18% | 234,382 | 增持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $13.2M | 5.00% | 389,301 | 增持 |
| 5 | SGOV | ISHARES TR | $12.6M | 4.79% | 125,255 | 减持 |
| 6 | AAPL | APPLE INC | $7.9M | 3.01% | 27,352 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $6.3M | 2.39% | 85,762 | 增持 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $5.6M | 2.15% | 127,308 | 减持 |
| 9 | AVGO | BROADCOM INC | $5.6M | 2.14% | 14,934 | 增持 |
| 10 | SCHR | SCHWAB STRATEGIC TR | $5.6M | 2.11% | 225,147 | 增持 |
| 11 | LQD | ISHARES TR | $4.2M | 1.58% | 38,147 | 增持 |
| 12 | AGG | ISHARES TR | $3.8M | 1.45% | 38,673 | 增持 |
| 13 | CMF | ISHARES TR | $3.6M | 1.37% | 62,383 | 增持 |
| 14 | MDYG | SPDR SERIES TRUST | $3.6M | 1.36% | 31,931 | 增持 |
| 15 | GOVT | ISHARES TR | $3.5M | 1.33% | 153,705 | 增持 |
| 16 | VBK | VANGUARD INDEX FDS | $3.5M | 1.31% | 9,457 | 增持 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $3.4M | 1.29% | 29,086 | 增持 |
| 18 | AVUV | AMERICAN CENTY ETF TR | $3.4M | 1.28% | 27,009 | 增持 |
| 19 | IJJ | ISHARES TR | $3.4M | 1.28% | 22,890 | 增持 |
| 20 | TOTL | SSGA ACTIVE ETF TR | $3.3M | 1.26% | 84,336 | 增持 |
| 21 | VTEB | VANGUARD MUN BD FDS | $3.1M | 1.18% | 61,257 | 增持 |
| 22 | SCHO | SCHWAB STRATEGIC TR | $3.0M | 1.15% | 125,000 | 减持 |
| 23 | TLT | ISHARES TR | $2.9M | 1.10% | 33,453 | 增持 |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $2.8M | 1.05% | 68,819 | 减持 |
| 25 | SHY | ISHARES TR | $2.6M | 0.98% | 31,508 | 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