13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0000937589
申报总市值
US$36.1亿
US$36.1亿
255 檔
17.6%
根据最新整理的 13F 季度数据集，Heritage Investors Management CORP 于 Q4 2024 结束时的管理资产规模为 US$36.1亿。该机构在本季度申报了 255 档美股持仓，呈现出该时期的主要投资地图。
Heritage Investors Management CORP 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 21 档持股的同时，亦同步清仓 1 档并减仓 27 档标的。
在资产配置集中度方面，Heritage Investors Management CORP 的前 5 大核心持股（包含 AAPL, AVGO, MSFT 等）合计占整体申报市值的 17.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
市值: US$3850.5万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$3601.0万
仅显示前 200 大持股（共 255 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 5.95% | +0.06% | +0.59% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.48% | +0.27% | -1.48% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.29% | +0.26% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.42% | +2.43% | +97.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.57% | +0.31% | -0.01% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.45% | +0.25% | -0.52% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.32% | +0.06% | +0.18% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.30% | -0.12% | -0.80% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | +0.09% | -1.70% | |
| 10 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.10% | +0.03% | -1.05% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 1.90% | -0.24% | -0.26% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.02% | -0.62% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.63% | — | -0.34% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.58% | — | -2.13% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.55% | -0.32% | -1.35% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 1.52% | +0.58% | -0.60% | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.43% | -0.12% | +0.01% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | +0.52% | -0.46% | |
| 19 | ✓ | 股票-其他 | 1.24% | — | — | ||
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.16% | +0.06% | -1.17% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.16% | -0.02% | -0.94% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.12% | +0.26% | +1.88% | |
| 23 | MLM | Martin Marietta Materials | 股票-原材料 | 1.06% | -0.10% | +0.64% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.05% | +0.02% | -0.79% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.05% | +0.10% | -1.31% | |
| 26 | RTX | Rtx CORP | 股票-工业 | 1.01% | -0.17% | -0.18% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.01% | -0.19% | -0.04% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | -0.08% | +8.49% | |
| 29 | SYF | Synchrony Financial | 股票-金融 | 0.98% | -0.03% | -2.61% | |
| 30 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.97% | -0.34% | +3.54% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.96% | -0.03% | -0.66% | |
| 32 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.92% | -0.10% | +7.74% | |
| 33 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.87% | -0.20% | +1.10% | |
| 34 | EQIX | Equinix Inc | 股票-房地产 | 0.86% | -0.03% | +0.43% | |
| 35 | FDX | Fedex CORP | 股票-工业 | 0.84% | -0.23% | +0.95% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.11% | +2.20% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.82% | -0.04% | +13.06% | |
| 38 | CMG | Chipotle Mexican Grill Inc | 股票-周期性消费 | 0.81% | — | +0.93% | |
| 39 | COF | Capital One Financial CORP | 股票-金融 | 0.80% | — | -1.58% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.80% | -0.02% | +0.23% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 0.77% | -0.16% | +11.59% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.28% | +0.97% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.75% | +0.04% | -1.96% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.71% | -0.01% | -2.02% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | -0.10% | -0.64% | |
| 46 | BA | Boeing Co/the | 股票-工业 | 0.68% | -0.04% | +3.53% | |
| 47 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 0.67% | -0.16% | -1.41% | |
| 48 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.66% | +0.02% | -3.18% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.66% | -0.25% | +4.00% | |
| 50 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.65% | -0.15% | +12.64% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.2% | NEW | 新建仓 | |
| 2 | AVGO | Broadcom Inc | +1% | -1.48% | 减仓 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +0.18% | 加仓 |
| 4 | CRM | Salesforce Inc | +0.3% | -0.26% | 减仓 |
| 5 | AAPL | Apple Inc | +0.3% | +0.59% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.01% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -0.52% | 减仓 |
| 8 | SYF | Synchrony Financial | +0.2% | -2.61% | 减仓 |
| 9 | DIS | Walt Disney Co/the | +0.2% | +0.01% | 加仓 |
| 10 | MAR | Marriott International -cl A | +0.2% | -1.05% | 减仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.62% | 减仓 |
| 12 | MS | Morgan Stanley | +0.1% | -1.31% | 减仓 |
| 13 | NVDA | Nvidia CORP | +0.1% | -1.70% | 减仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -1.17% | 减仓 |
| 15 | NOW | Servicenow Inc | +0.1% | +0.23% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | -1.35% | 减仓 |
| 17 | BA | Boeing Co/the | +0.1% | +3.53% | 加仓 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.46% | 减仓 |
| 19 | COF | Capital One Financial CORP | +0.1% | -1.58% | 减仓 |
| 20 | MSTR | Strategy Inc | +0.1% | -0.45% | 减仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | -0.79% | 减仓 |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | +97.70% | 加仓 |
| 23 | MA | Mastercard Inc - A | +0.1% | -0.80% | 减仓 |
| 24 | AXP | American Express Co | +0.1% | -2.13% | 减仓 |
| 25 | C | Citigroup Inc | +0.1% | -1.96% | 减仓 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +1.48% | 加仓 |
| 27 | MCK | Mckesson CORP | 0% | +0.16% | 加仓 |
| 28 | EQIX | Equinix Inc | 0% | +0.43% | 加仓 |
| 29 | PPLI | People Inc | -0.1% | -17.15% | 减仓 |
| 30 | EXK | Exact Sciences CORP | -0.1% | -18.98% | 减仓 |
| 31 | IQV | Iqvia Holdings Inc | -0.1% | +9.61% | 加仓 |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | -0.18% | 减仓 |
| 33 | ADM | Archer-daniels-midland Co | -0.1% | -1.91% | 减仓 |
| 34 | INTC | Intel CORP | -0.1% | -4.38% | 减仓 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | +1.44% | 加仓 |
| 36 | 6D8 | Dupont De Nemours Inc | -0.1% | -0.51% | 减仓 |
| 37 | NEE | Nextera Energy Inc | -0.1% | +1.55% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | -0.1% | +8.49% | 加仓 |
| 39 | PFE | Pfizer Inc | -0.1% | -8.97% | 减仓 |
| 40 | STZ | Constellation Brands Inc-a | -0.1% | +7.74% | 加仓 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +2.20% | 加仓 |
| 42 | AMGN | Amgen Inc | -0.1% | +0.16% | 加仓 |
| 43 | HD | Home Depot Inc | -0.1% | -0.34% | 减仓 |
| 44 | AMT | American Tower CORP | -0.2% | +3.89% | 加仓 |
| 45 | NKE | Nike Inc -cl B | -0.2% | +1.10% | 加仓 |
| 46 | CAT | Caterpillar Inc | -0.2% | -0.60% | 减仓 |
| 47 | ZTS | Zoetis Inc | -0.2% | +3.54% | 加仓 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | +1.88% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.2% | +0.26% | 加仓 |
| 50 | BLKCHF | Blackrock Inc | -1.2% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Heritage Investors Management CORP 在 Q4 2024 季度的美股持仓总市值约为 US$36.1亿，共申报了 255 个公开持股仓位。
在 Q4 2024 季度，Heritage Investors Management CORP 按市值排列的前三大核心持股分别为：AAPL (6.0%)、AVGO (4.5%)、MSFT (4.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.0% 的权重。
在 Q4 2024 季度中，Heritage Investors Management CORP 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 21 个仓位、减仓 27 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 BLKCHF。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。