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
251 檔
20.1%
根据最新整理的 13F 季度数据集，Heritage Investors Management CORP 于 Q3 2025 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 251 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Heritage Investors Management CORP 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
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 20.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 251 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 | 5.46% | +0.06% | -1.29% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 5.32% | +0.27% | -4.68% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.53% | -0.29% | -0.36% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.44% | +2.43% | -0.28% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.98% | +0.31% | -2.93% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.80% | +0.09% | -1.91% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.79% | +0.25% | -3.04% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.19% | -0.12% | -1.21% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.16% | +0.06% | +0.32% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.02% | -4.43% | |
| 11 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.81% | +0.03% | -0.16% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.79% | +0.58% | -3.85% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.66% | — | -0.25% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.58% | — | -3.13% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.53% | -0.32% | -3.38% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.39% | -0.12% | -0.16% | |
| 17 | BLK | Blackrock Inc | 股票-金融 | 1.36% | -0.10% | -1.76% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.36% | +0.06% | -6.10% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.33% | +0.52% | -0.56% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 1.33% | -0.24% | +3.08% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 1.24% | -0.17% | -4.08% | |
| 22 | MLM | Martin Marietta Materials | 股票-原材料 | 1.21% | -0.10% | -2.01% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | +0.02% | +0.11% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.10% | -0.02% | -0.63% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 1.10% | +0.10% | -5.87% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.11% | -1.37% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | -0.19% | +0.03% | |
| 28 | COF | Capital One Financial CORP | 股票-金融 | 0.93% | — | -5.33% | |
| 29 | C | Citigroup Inc | 股票-金融 | 0.92% | +0.04% | -3.51% | |
| 30 | SYF | Synchrony Financial | 股票-金融 | 0.90% | -0.03% | -6.23% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.90% | -0.03% | -0.78% | |
| 32 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.88% | -0.34% | +1.90% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.83% | -0.08% | +0.23% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.82% | -0.04% | +0.31% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.82% | +0.26% | +0.34% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.82% | -0.02% | +13.13% | |
| 37 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.76% | -0.20% | -0.72% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.28% | -1.28% | |
| 39 | FDX | Fedex CORP | 股票-工业 | 0.73% | -0.23% | +1.57% | |
| 40 | BA | Boeing Co/the | 股票-工业 | 0.73% | -0.04% | -1.80% | |
| 41 | EQIX | Equinix Inc | 股票-房地产 | 0.70% | -0.03% | +3.16% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.69% | -0.16% | +3.59% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | +0.01% | -0.41% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.66% | -0.10% | +4.89% | |
| 45 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.66% | -0.15% | +2.78% | |
| 46 | AMT | American Tower CORP | 股票-房地产 | 0.65% | -0.08% | +4.76% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | -0.01% | -1.22% | |
| 48 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.60% | -0.10% | +2.03% | |
| 49 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.60% | -0.19% | -0.37% | |
| 50 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 0.59% | +0.02% | -0.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.9% | -4.68% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.9% | -1.91% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -2.93% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | -3.04% | 减仓 |
| 5 | MSFT | Microsoft CORP | +0.6% | -0.36% | 减仓 |
| 6 | CAT | Caterpillar Inc | +0.3% | -3.85% | 减仓 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | -6.10% | 减仓 |
| 8 | LLY | Eli Lilly & Co | +0.2% | +640.28% | 加仓 |
| 9 | C | Citigroup Inc | +0.1% | -3.51% | 减仓 |
| 10 | MLM | Martin Marietta Materials | +0.1% | -2.01% | 减仓 |
| 11 | NOW | Servicenow Inc | +0.1% | +13.13% | 加仓 |
| 12 | LDOS | Leidos Holdings Inc | +0.1% | -0.37% | 减仓 |
| 13 | INTC | Intel CORP | +0.1% | -2.79% | 减仓 |
| 14 | DDOG | Datadog Inc - Class A | +0.1% | +4.63% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -4.43% | 减仓 |
| 16 | MS | Morgan Stanley | +0.1% | -5.87% | 减仓 |
| 17 | COF | Capital One Financial CORP | +0.1% | -5.33% | 加仓 |
| 18 | BLK | Blackrock Inc | +0.1% | -1.76% | 减仓 |
| 19 | BAC | Bank Of America CORP | +0.1% | +0.11% | 减仓 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -0.41% | 加仓 |
| 21 | AXP | American Express Co | +0.1% | -3.13% | 减仓 |
| 22 | SYF | Synchrony Financial | +0.1% | -6.23% | 减仓 |
| 23 | HAL | Halliburton Co | +0.1% | -0.34% | 加仓 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | +0.22% | 加仓 |
| 25 | LHX | L3harris Technologies Inc | +0.1% | -2.09% | 减仓 |
| 26 | RTX | Rtx CORP | 0% | -4.08% | 减仓 |
| 27 | BA | Boeing Co/the | 0% | -1.80% | 减仓 |
| 28 | PANW | Palo Alto Networks Inc | 0% | -0.28% | 减仓 |
| 29 | CSX | Csx CORP | 0% | -1.11% | 减仓 |
| 30 | DIS | Walt Disney Co/the | 0% | -0.16% | 减仓 |
| 31 | IQV | Iqvia Holdings Inc | 0% | -0.44% | 加仓 |
| 32 | AMZN | Amazon.com Inc | — | +0.32% | 减仓 |
| 33 | HD | Home Depot Inc | — | -0.25% | 加仓 |
| 34 | VB | Vanguard Small-cap ETF | 0% | -0.63% | 减仓 |
| 35 | JNJ | Johnson & Johnson | 0% | -1.37% | 减仓 |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | -0.78% | 减仓 |
| 37 | WMT | Walmart Inc | -0.1% | -3.38% | 减仓 |
| 38 | MAR | Marriott International -cl A | -0.1% | -0.16% | 加仓 |
| 39 | CSCO | Cisco Systems Inc | -0.1% | -0.56% | 减仓 |
| 40 | AAPL | Apple Inc | -0.1% | -1.29% | 减仓 |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -0.98% | 减仓 |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -4.06% | 减仓 |
| 43 | ZBH | Zimmer Biomet Holdings Inc | -0.2% | -1.74% | 减仓 |
| 44 | CMG | Chipotle Mexican Grill Inc | -0.2% | +6.76% | 加仓 |
| 45 | YUMC | Yum China Holdings Inc | -0.2% | -0.99% | 减仓 |
| 46 | ZTS | Zoetis Inc | -0.2% | +1.90% | 加仓 |
| 47 | STZ | Constellation Brands Inc-a | -0.3% | +2.03% | 加仓 |
| 48 | CRM | Salesforce Inc | -0.3% | +3.08% | 加仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.5% | +0.34% | 加仓 |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Heritage Investors Management CORP 在 Q3 2025 季度的美股持仓总市值约为 US$36.1亿，共申报了 251 个公开持股仓位。
在 Q3 2025 季度，Heritage Investors Management CORP 按市值排列的前三大核心持股分别为：AAPL (5.5%)、AVGO (5.3%)、MSFT (4.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
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。
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$363.6万
在 Q3 2025 季度中，Heritage Investors Management CORP 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 15 个仓位、减仓 34 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 DFSEUR。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。