Herold Advisors, Inc. 13F 持仓 · 2026年Q2
Herold Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 273 只证券，申报市值合计 5.06 亿美元。前几大持仓：AAPL（4.72%）、NVDA（4.51%）、MSFT（2.75%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $23.9M | 4.72% | 82,587 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $22.8M | 4.51% | 114,077 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $13.9M | 2.75% | 37,327 | 增持 |
| 4 | LLY | ELI LILLY & CO | $12.7M | 2.50% | 10,550 | 增持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $12.2M | 2.41% | 148,859 | 增持 |
| 6 | AVUS | AMERICAN CENTY ETF TR | $10.4M | 2.06% | 81,375 | 减持 |
| 7 | AVLC | AMERICAN CENTY ETF TR | $9.8M | 1.93% | 108,644 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $9.6M | 1.89% | 29,211 | 增持 |
| 9 | GOOGL | ALPHABET INC | $9.0M | 1.77% | 25,060 | 增持 |
| 10 | XOM | EXXON MOBIL CORP | $8.9M | 1.77% | 65,431 | 增持 |
| 11 | ABBV | ABBVIE INC | $8.8M | 1.75% | 35,123 | 增持 |
| 12 | MA | MASTERCARD INCORPORATED | $8.2M | 1.61% | 15,902 | 增持 |
| 13 | WMT | WALMART INC | $8.0M | 1.58% | 70,340 | 减持 |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $7.9M | 1.57% | 188,195 | 增持 |
| 15 | AVIG | AMERICAN CENTY ETF TR | $7.8M | 1.54% | 188,219 | 增持 |
| 16 | V | VISA INC | $7.6M | 1.51% | 22,213 | 减持 |
| 17 | APH | AMPHENOL CORP | $7.2M | 1.42% | 40,777 | 减持 |
| 18 | IGIB | ISHARES TR | $5.8M | 1.15% | 109,570 | 增持 |
| 19 | QLC | FLEXSHARES TR | $5.8M | 1.15% | 64,695 | 增持 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $5.5M | 1.10% | 19,748 | 增持 |
| 21 | IQDY | FLEXSHARES TR | $5.5M | 1.09% | 128,882 | 增持 |
| 22 | SKOR | FLEXSHARES TR | $5.3M | 1.05% | 109,600 | 增持 |
| 23 | AMZN | AMAZON COM INC | $5.2M | 1.02% | 21,589 | 减持 |
| 24 | CVX | CHEVRON CORPORATION | $4.9M | 0.97% | 29,727 | 增持 |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $4.8M | 0.95% | 89,364 | 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