Heritage Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q2
Heritage Wealth Management 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 168 只证券，申报市值合计 1.80 亿美元。前几大持仓：SPEM（9.25%）、SMMD（6.73%）、EFA（4.89%）。本季前 25 大持仓中：增持 1 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPEM | SPDR INDEX SHS FDS | $16.7M | 9.25% | 442,544 | 减持 |
| 2 | SMMD | ISHARES TR | $12.1M | 6.73% | 193,720 | 减持 |
| 3 | EFA | ISHARES TR | $8.8M | 4.89% | 112,572 | 减持 |
| 4 | USHY | ISHARES TR | $8.7M | 4.85% | 241,047 | 减持 |
| 5 | IVV | ISHARES TR | $7.7M | 4.27% | 14,075 | 减持 |
| 6 | AGG | ISHARES TR | $6.7M | 3.72% | 69,090 | 增持 |
| 7 | EMB | ISHARES TR | $4.5M | 2.47% | 50,355 | 减持 |
| 8 | IEFA | ISHARES TR | $3.8M | 2.12% | 52,529 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $3.4M | 1.89% | 7,636 | 减持 |
| 10 | AAPL | APPLE INC | $3.3M | 1.85% | 15,814 | 减持 |
| 11 | XPEL | XPEL INC | $2.9M | 1.61% | 81,802 | 持平 |
| 12 | KLAC | KLA CORP | $2.4M | 1.34% | 2,934 | 减持 |
| 13 | IEMG | ISHARES INC | $2.3M | 1.28% | 43,007 | 减持 |
| 14 | AVGO | BROADCOM INC | $2.3M | 1.27% | 1,431 | 减持 |
| 15 | SPYM | SPDR SER TR | $2.3M | 1.26% | 35,410 | 减持 |
| 16 | IWM | ISHARES TR | $2.2M | 1.22% | 10,837 | 减持 |
| 17 | ADI | ANALOG DEVICES INC | $2.1M | 1.16% | 9,149 | 减持 |
| 18 | SYK | STRYKER CORPORATION | $1.9M | 1.06% | 5,620 | 减持 |
| 19 | ACN | ACCENTURE PLC IRELAND | $1.8M | 1.00% | 5,943 | 减持 |
| 20 | LOW | LOWES COS INC | $1.8M | 0.99% | 8,056 | 减持 |
| 21 | LLY | ELI LILLY & CO | $1.8M | 0.98% | 1,942 | 减持 |
| 22 | MCK | MCKESSON CORP | $1.8M | 0.98% | 3,012 | 持平 |
| 23 | HD | HOME DEPOT INC | $1.8M | 0.97% | 5,097 | 减持 |
| 24 | MRK | MERCK & CO INC | $1.6M | 0.90% | 13,065 | 减持 |
| 25 | V | VISA INC | $1.6M | 0.89% | 6,094 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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