Herold Advisors, Inc.
- SEC CIK
- 0001891713
- 最新申報
- 2026/7/22
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/3 申報。只含多頭部位。
- 持股檔數
- 710
- 2021 年第 2 季沒有申報
- 總值
- $2.57 億
- 2021 年第 2 季沒有申報
Herold Advisors, Inc. 沒有申報 2021 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 82,042 | $1,161 萬 | 4.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,807 | $924.9 萬 | 3.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 17,875 | $621.4 萬 | 2.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 27,661 | $616.1 萬 | 2.4% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 80,550 | $451.9 萬 | 1.8% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 30,962 | $449.6 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,265 | $429.9 萬 | 1.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 30,813 | $332.3 萬 | 1.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 10,065 | $330.4 萬 | 1.3% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 60,650 | $324.5 萬 | 1.3% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,470 | $317.3 萬 | 1.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,600 | $281.3 萬 | 1.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 20,028 | $279.1 萬 | 1.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 17,246 | $278.5 萬 | 1.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 18,954 | $264.9 萬 | 1.0% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,650 | $263.4 萬 | 1.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 12,308 | $254.9 萬 | 1.0% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 12,760 | $247.7 萬 | 1.0% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,452 | $242.4 萬 | 0.9% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 4,470 | $241.1 萬 | 0.9% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 27,415 | $235.8 萬 | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 42,481 | $229.4 萬 | 0.9% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 49,554 | $229.4 萬 | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 9,614 | $222.1 萬 | 0.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,520 | $221.2 萬 | 0.9% | – | – | 歷史 |
| OKEONEOK Inc | COM | 38,100 | $220.9 萬 | 0.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 20,670 | $209.7 萬 | 0.8% | – | – | 歷史 |
| WPCW. P. Carey Inc. | COM | 28,407 | $207.4 萬 | 0.8% | – | – | 歷史 |
| ETF Ser Solutions26922A321 | DISTILLATE US | 49,030 | $200.8 萬 | 0.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 4,457 | $200.2 萬 | 0.8% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 34,412 | $192.4 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 50,157 | $187.1 萬 | 0.7% | – | – | – |
| SYKStryker Corp | Stock | 7,034 | $185.5 萬 | 0.7% | – | – | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 49,626 | $183.1 萬 | 0.7% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 34,608 | $180.2 萬 | 0.7% | – | – | – |
| CTASCintas Corp | Stock | 4,705 | $179.1 萬 | 0.7% | – | – | 歷史 |
| TAT&T Inc. | Stock | 66,266 | $178.9 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,353 | $178.5 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32,676 | $177.8 萬 | 0.7% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 21,721 | $170.5 萬 | 0.7% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 13,423 | $168.3 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 14,169 | $167.3 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 40,935 | $166.7 萬 | 0.6% | – | – | – |
| CMPRCIMPRESS plc | SHS EURO | 19,100 | $165.8 萬 | 0.6% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 22,640 | $165.7 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 7,736 | $164.2 萬 | 0.6% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 27,073 | $160.1 萬 | 0.6% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 5,715 | $159.8 萬 | 0.6% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 4,770 | $159.5 萬 | 0.6% | – | – | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 9,645 | $158.9 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,168 | $151.4 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 17,638 | $150.5 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,910 | $146.7 萬 | 0.6% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 14,440 | $144.0 萬 | 0.6% | – | – | – |
| ACNAccenture plc | Stock | 4,475 | $143.1 萬 | 0.6% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 5,900 | $141.3 萬 | 0.5% | – | – | 歷史 |
| NUENucor Corp | COM | 14,030 | $138.1 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 32,097 | $138.0 萬 | 0.5% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 23,403 | $137.7 萬 | 0.5% | – | – | – |
| DEDeere & Co | Stock | 4,075 | $136.5 萬 | 0.5% | – | – | 歷史 |
| DPZDominos Pizza Inc | COM | 2,835 | $135.2 萬 | 0.5% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 10,422 | $134.4 萬 | 0.5% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 8,120 | $133.2 萬 | 0.5% | – | – | 歷史 |
| BACBank of America Corp | Stock | 31,241 | $132.6 萬 | 0.5% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 6,600 | $129.8 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,670 | $129.5 萬 | 0.5% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 27,265 | $129.4 萬 | 0.5% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,337 | $128.6 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,515 | $127.0 萬 | 0.5% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 16,005 | $123.8 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 7,246 | $122.5 萬 | 0.5% | – | – | 歷史 |
| HEI.AHeico Corp | CL A | 9,650 | $114.2 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,275 | $113.0 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 24,210 | $111.3 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,697 | $111.2 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,805 | $109.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 20,902 | $105.0 萬 | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 5,305 | $103.9 萬 | 0.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 12,031 | $102.0 萬 | 0.4% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 4,305 | $94.8 萬 | 0.4% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 4,425 | $93.2 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 283 | $92.9 萬 | 0.4% | – | – | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 2,202 | $92.6 萬 | 0.4% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 15,108 | $92.0 萬 | 0.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 16,877 | $91.7 萬 | 0.4% | – | – | – |
| EMREmerson Electric Co | Stock | 9,560 | $90.0 萬 | 0.4% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 4,380 | $88.7 萬 | 0.3% | – | – | 歷史 |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 32,210 | $88.4 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 327 | $87.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,050 | $83.2 萬 | 0.3% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 5,521 | $82.4 萬 | 0.3% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 11,125 | $81.9 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,485 | $80.3 萬 | 0.3% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 9,600 | $77.7 萬 | 0.3% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 40,700 | $76.8 萬 | 0.3% | – | – | 歷史 |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 9,355 | $76.3 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 3,416 | $75.1 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,970 | $74.7 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,832 | $73.6 萬 | 0.3% | – | – | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 14,800 | $73.3 萬 | 0.3% | – | – | 歷史 |