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
249 檔
18.2%
根据最新整理的 13F 季度数据集，Heritage Investors Management CORP 于 Q1 2026 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 249 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，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 123 个仓位并完全清仓 5 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, GOOGL 等）合计占整体申报市值的 18.2%，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 249 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 | 5.33% | +0.06% | -2.13% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.78% | +0.27% | -0.33% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.39% | +0.31% | -1.88% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.29% | +0.87% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.17% | +0.25% | -2.12% | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.76% | +2.43% | +1.11% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +0.09% | -2.24% | |
| 8 | CAT | Caterpillar Inc | 股票-工业 | 2.50% | +0.58% | -3.46% | |
| 9 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.21% | +0.03% | -1.63% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.12% | +0.06% | +2.01% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.96% | -0.12% | +0.64% | |
| 12 | WMT | Walmart Inc | 股票-非周期性消费 | 1.80% | -0.32% | -2.82% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.02% | -0.23% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.50% | +0.52% | -0.52% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.43% | +0.06% | -1.61% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.42% | — | -0.30% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.41% | — | +0.94% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.39% | -0.17% | -2.75% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.24% | -0.11% | -3.35% | |
| 20 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.22% | -0.12% | +0.80% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.21% | -0.08% | +0.18% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.17% | -0.10% | +2.73% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.14% | -0.02% | -0.73% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.12% | +0.10% | -1.02% | |
| 25 | MLM | Martin Marietta Materials | 股票-原材料 | 1.11% | -0.10% | -2.41% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 1.11% | -0.24% | +2.53% | |
| 27 | FDX | Fedex CORP | 股票-工业 | 1.10% | -0.23% | -1.33% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | +0.02% | +0.04% | |
| 29 | C | Citigroup Inc | 股票-金融 | 1.01% | +0.04% | -1.34% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.99% | -0.19% | +0.31% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.97% | -0.28% | -3.08% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.92% | -0.03% | -1.54% | |
| 33 | EQIX | Equinix Inc | 股票-房地产 | 0.88% | -0.03% | -2.19% | |
| 34 | SYF | Synchrony Financial | 股票-金融 | 0.85% | -0.03% | -1.36% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.85% | -0.04% | +0.98% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.82% | — | +2.11% | |
| 37 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.81% | -0.10% | -0.21% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.80% | -0.25% | -2.88% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.75% | +0.01% | +29.31% | |
| 40 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.75% | -0.34% | +2.20% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.75% | -0.15% | +1.04% | |
| 42 | BA | Boeing Co/the | 股票-工业 | 0.67% | -0.04% | -0.59% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.66% | +0.26% | +2.34% | |
| 44 | CSX | Csx CORP | 股票-工业 | 0.64% | -0.01% | -2.82% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.64% | +0.99% | -1.05% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.62% | -0.02% | +9.28% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | -0.04% | -0.67% | |
| 48 | AMT | American Tower CORP | 股票-房地产 | 0.61% | -0.08% | +0.36% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.61% | -0.18% | -1.72% | |
| 50 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 0.60% | -0.16% | -1.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.5% | -3.46% | 减仓 |
| 2 | CVX | Chevron CORP | +0.3% | -3.08% | 减仓 |
| 3 | COP | Conocophillips | +0.2% | -2.88% | 减仓 |
| 4 | FDX | Fedex CORP | +0.2% | -1.33% | 减仓 |
| 5 | EQIX | Equinix Inc | +0.2% | -2.19% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -3.35% | 减仓 |
| 7 | WMT | Walmart Inc | +0.2% | -2.82% | 减仓 |
| 8 | MRK | Merck & Co. Inc. | +0.2% | +0.18% | 加仓 |
| 9 | MAR | Marriott International -cl A | +0.2% | -1.63% | 减仓 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | -4.84% | 减仓 |
| 11 | COST | Costco Wholesale CORP | +0.1% | -0.21% | 减仓 |
| 12 | VZ | Verizon Communications Inc | +0.1% | -1.72% | 减仓 |
| 13 | PSX | Phillips 66 | +0.1% | -4.65% | 减仓 |
| 14 | INTC | Intel CORP | +0.1% | -1.05% | 减仓 |
| 15 | SLB | Slb LTD | +0.1% | -2.68% | 减仓 |
| 16 | DDOG | Datadog Inc - Class A | +0.1% | +51.45% | 加仓 |
| 17 | LMT | Lockheed Martin CORP | +0.1% | -2.45% | 减仓 |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | -0.40% | 减仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +29.31% | 加仓 |
| 20 | NFLX | Netflix Inc | +0.1% | +84.73% | 加仓 |
| 21 | T | At&t Inc | +0.1% | -2.23% | 减仓 |
| 22 | HON | Honeywell International Inc | +0.1% | +1.55% | 加仓 |
| 23 | PEP | Pepsico Inc | +0.1% | +1.04% | 加仓 |
| 24 | RTX | Rtx CORP | +0.1% | -2.75% | 减仓 |
| 25 | LIN | Linde plc | +0.1% | +2.00% | 加仓 |
| 26 | CSX | Csx CORP | +0.1% | -2.82% | 减仓 |
| 27 | NEE | Nextera Energy Inc | +0.1% | -1.49% | 减仓 |
| 28 | ADM | Archer-daniels-midland Co | +0.1% | -2.61% | 减仓 |
| 29 | Q | Qnity Electronics Inc | +0.1% | -6.94% | 减仓 |
| 30 | BURL | Burlington Stores Inc | +0.1% | +0.90% | 加仓 |
| 31 | HAL | Halliburton Co | +0.1% | -0.57% | 减仓 |
| 32 | EOG | Eog Resources Inc | +0.1% | +0.53% | 加仓 |
| 33 | KO | Coca-cola Co/the | +0.1% | -0.67% | 减仓 |
| 34 | STZ | Constellation Brands Inc-a | +0.1% | -1.49% | 减仓 |
| 35 | MCD | Mcdonald's CORP | +0.1% | +0.31% | 加仓 |
| 36 | VB | Vanguard Small-cap ETF | +0.1% | -0.73% | 减仓 |
| 37 | CSCO | Cisco Systems Inc | +0.1% | -0.52% | 减仓 |
| 38 | CTVA | Corteva Inc | +0.1% | -0.66% | 减仓 |
| 39 | LHX | L3harris Technologies Inc | +0.1% | -2.57% | 减仓 |
| 40 | PFE | Pfizer Inc | +0.1% | -0.65% | 减仓 |
| 41 | AMGN | Amgen Inc | +0.1% | -1.64% | 减仓 |
| 42 | MCK | Mckesson CORP | +0.1% | -0.80% | 减仓 |
| 43 | PCAR | Paccar Inc | +0.1% | -1.82% | 减仓 |
| 44 | GEV | GE Vernova Inc | 0% | -1.34% | 减仓 |
| 45 | SHEL | Shell Plc-adr | 0% | -10.68% | 减仓 |
| 46 | MDLZ | Mondelez International Inc-a | 0% | +1.22% | 加仓 |
| 47 | MDY | State Street Spdr S&p Midcap | 0% | -1.54% | 减仓 |
| 48 | CC | Chemours Co/the | 0% | -0.41% | 减仓 |
| 49 | 6D8 | Dupont De Nemours Inc | 0% | +0.86% | 加仓 |
| 50 | BMY | Bristol-myers Squibb Co | 0% | -1.16% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Heritage Investors Management CORP 在 Q1 2026 季度的美股持仓总市值约为 US$36.1亿，共申报了 249 个公开持股仓位。
在 Q1 2026 季度，Heritage Investors Management CORP 按市值排列的前三大核心持股分别为：AAPL (5.3%)、AVGO (4.8%)、GOOGL (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.3% 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。
本季最大新建仓标的
SO
市值: US$49.8万
本季最大获利了结 / 清仓标的
EXK
前期市值: US$455.9万
在 Q1 2026 季度中，Heritage Investors Management CORP 共进行了 180 项持仓异动，包含新建仓 10 个仓位、加仓 42 个仓位、减仓 123 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SO。 本季清仓仓位包含 EXK。
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。