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 |
|---|---|---|---|---|---|---|---|
| EWEdwards Lifesciences Corp | Stock | 1,600 | $18.1 萬 | 0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 4,650 | $18.7 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 821 | $18.7 萬 | 0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 19,700 | $18.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,360 | $18.8 萬 | 0.1% | – | – | – |
| GMGeneral Motors Co | COM | 3,630 | $19.1 萬 | 0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,300 | $19.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 2,820 | $19.4 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 546 | $19.5 萬 | 0.1% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 11,694 | $19.5 萬 | 0.1% | – | – | 歷史 |
| ENXEaton Vance New York Municipal Bond Fund | COM | 16,049 | $19.6 萬 | 0.1% | – | – | 歷史 |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 10,000 | $19.7 萬 | 0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 12,916 | $19.9 萬 | 0.1% | – | – | 歷史 |
| UAAUnder Armour, Inc. | Stock | 10,000 | $20.1 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 3,265 | $20.4 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 6,066 | $20.7 萬 | 0.1% | – | – | – |
| Siren ETF Tr829658301 | DIVCN LDRS ETF | 3,855 | $20.7 萬 | 0.1% | – | – | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 3,320 | $20.9 萬 | 0.1% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 8,750 | $21.0 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,850 | $21.3 萬 | 0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 4,000 | $21.4 萬 | 0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,475 | $21.8 萬 | 0.1% | – | – | 歷史 |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 5,000 | $21.9 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 362 | $22.0 萬 | 0.1% | – | – | 歷史 |
| UUnity Software Inc. | COM | 1,750 | $22.0 萬 | 0.1% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 4,938 | $22.0 萬 | 0.1% | – | – | – |
| EBAYeBay Inc | COM | 3,200 | $22.2 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 600 | $22.6 萬 | 0.1% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,000 | $22.7 萬 | 0.1% | – | – | 歷史 |
| LMRKLandmark Infrastructure Partners LP | COM UNIT LTD | 14,000 | $22.8 萬 | 0.1% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,020 | $23.2 萬 | 0.1% | – | – | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 1,000 | $23.2 萬 | 0.1% | – | – | 歷史 |
| NNYNuveen New York Municipal Value Fund | COM | 23,185 | $23.2 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 5,245 | $23.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 4,500 | $24.1 萬 | 0.1% | – | – | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 4,640 | $24.6 萬 | 0.1% | – | – | – |
| GLWCorning Inc | COM | 6,750 | $24.6 萬 | 0.1% | – | – | 歷史 |
| EGPEastgroup Properties Inc | COM | 1,504 | $25.0 萬 | 0.1% | – | – | 歷史 |
| CCDCalamos Dynamic Convertible & Income Fund | COM | 8,279 | $25.1 萬 | 0.1% | – | – | 歷史 |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 5,209 | $26.0 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 9,864 | $26.1 萬 | 0.1% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 3,851 | $26.1 萬 | 0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,754 | $26.2 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 3,435 | $27.0 萬 | 0.1% | – | – | – |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 10,814 | $27.0 萬 | 0.1% | – | – | 歷史 |
| Flagstar Bank, National Association649445103 | COM | 21,207 | $27.2 萬 | 0.1% | – | – | – |
| NKTRNektar Therapeutics | COM | 15,400 | $27.6 萬 | 0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 10,242 | $27.9 萬 | 0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,552 | $28.3 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,785 | $28.6 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 4,145 | $29.4 萬 | 0.1% | – | – | – |
| Tidal ETF Tr886364843 | ATAC US ROTATION | 13,035 | $29.8 萬 | 0.1% | – | – | – |
| JCIJohnson Controls International plc | Stock | 4,600 | $31.3 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 7,429 | $31.4 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 16,200 | $33.2 萬 | 0.1% | – | – | 歷史 |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 9,000 | $34.2 萬 | 0.1% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,987 | $34.9 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 4,012 | $34.9 萬 | 0.1% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,851 | $35.1 萬 | 0.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 6,080 | $35.1 萬 | 0.1% | – | – | – |
| EXPDExpeditors International of Washington Inc | COM | 3,000 | $35.7 萬 | 0.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 5,740 | $35.8 萬 | 0.1% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 6,073 | $36.4 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,897 | $36.9 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,265 | $38.1 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,690 | $38.8 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,000 | $39.1 萬 | 0.2% | – | – | – |
| IRMIron Mountain Inc | COM | 9,000 | $39.1 萬 | 0.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 3,643 | $40.2 萬 | 0.2% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 1,990 | $41.1 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $41.1 萬 | 0.2% | – | – | 歷史 |
| COHRCoherent Corp. | COM | 7,001 | $41.5 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 4,825 | $41.9 萬 | 0.2% | – | – | – |
| DOWDow Inc. | Stock | 7,325 | $42.1 萬 | 0.2% | – | – | 歷史 |
| FFord Motor Co | Stock | 31,074 | $44.0 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 800 | $46.0 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 8,804 | $46.9 萬 | 0.2% | – | – | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 34,151 | $47.2 萬 | 0.2% | – | – | 歷史 |
| OGSONE Gas, Inc. | COM | 7,550 | $47.8 萬 | 0.2% | – | – | 歷史 |
| Goldman Sachs ETF Tr38149W820 | INNOVAT EQ ETF | 8,030 | $47.8 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,130 | $48.0 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,060 | $49.9 萬 | 0.2% | – | – | – |
| AXPAmerican Express Co | Stock | 3,000 | $50.2 萬 | 0.2% | – | – | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,705 | $50.4 萬 | 0.2% | – | – | – |
| EDConsolidated Edison Inc | Stock | 7,031 | $51.0 萬 | 0.2% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 23,560 | $51.9 萬 | 0.2% | – | – | – |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 13,431 | $52.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 13,450 | $52.3 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,180 | $52.8 萬 | 0.2% | – | – | – |
| CCICrown Castle Inc. | REIT | 3,060 | $53.0 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 5,181 | $53.3 萬 | 0.2% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 10,750 | $54.5 萬 | 0.2% | – | – | – |
| BNTXBioNTech SE | SPONSORED ADS | 2,000 | $54.5 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 4,725 | $54.9 萬 | 0.2% | – | – | 歷史 |
| ABBNYABB Ltd | SPONSORED ADR | 16,600 | $55.3 萬 | 0.2% | – | – | 歷史 |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 13,570 | $56.1 萬 | 0.2% | – | – | – |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 9,383 | $56.2 萬 | 0.2% | – | – | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 9,585 | $57.1 萬 | 0.2% | – | – | 歷史 |
| BENFranklin Templeton Inc | COM | 20,250 | $60.1 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 7,008 | $60.2 萬 | 0.2% | – | – | 歷史 |