Heritage Wealth Partners, LLC 13F 持仓 · 最近申报 2025年Q1
Heritage Wealth Partners 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 6,559.34 万美元。前几大持仓：GLD（12.18%）、IVV（9.06%）、BRKB（7.10%）。本季前 25 大持仓中：新建仓 4 只、增持 5 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $8.0M | 12.18% | 27,733 | 增持 |
| 2 | IVV | ISHARES TR | $5.9M | 9.06% | 10,575 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.7M | 7.10% | 8,747 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $3.9M | 5.97% | 8,344 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $3.1M | 4.73% | 28,624 | 减持 |
| 6 | DIA | SPDR DOW JONES INDL AVERAGE | $2.8M | 4.31% | 6,740 | 减持 |
| 7 | AAPL | APPLE INC | $2.7M | 4.14% | 12,237 | 减持 |
| 8 | PAPR | INNOVATOR ETFS TRUST | $2.6M | 4.03% | 74,111 | 新建仓 |
| 9 | MSFT | MICROSOFT CORP | $2.0M | 3.01% | 5,268 | 减持 |
| 10 | AMZN | AMAZON COM INC | $1.9M | 2.84% | 9,781 | 减持 |
| 11 | GOOGL | ALPHABET INC | $1.6M | 2.45% | 10,400 | 增持 |
| 12 | BIL | SPDR SER TR | $1.5M | 2.29% | 16,356 | 减持 |
| 13 | META | META PLATFORMS INC | $1.3M | 2.03% | 2,310 | 新建仓 |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $1.3M | 1.95% | 55,294 | 新建仓 |
| 15 | XOM | EXXON MOBIL CORP | $1.2M | 1.85% | 10,193 | 减持 |
| 16 | SHV | ISHARES TR | $1.0M | 1.57% | 9,342 | 减持 |
| 17 | IUSB | ISHARES TR | $1.0M | 1.54% | 21,948 | 新建仓 |
| 18 | QQQM | INVESCO EXCH TRADED FD TR II | $893,899 | 1.36% | 4,631 | 减持 |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $876,203 | 1.34% | 17,306 | 减持 |
| 20 | ROK | ROCKWELL AUTOMATION INC | $800,203 | 1.22% | 3,097 | 持平 |
| 21 | VGSH | VANGUARD SCOTTSDALE FDS | $758,979 | 1.16% | 12,932 | 减持 |
| 22 | SPYM | SPDR SER TR | $753,585 | 1.15% | 11,460 | 增持 |
| 23 | SUB | ISHARES TR | $756,413 | 1.15% | 7,163 | 减持 |
| 24 | UAUG | INNOVATOR ETFS TRUST | $705,382 | 1.08% | 20,375 | 减持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $698,930 | 1.07% | 3,385 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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