13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000937589
申報總市值
US$36.1億
US$36.1億
249 檔
18.2%
根據最新整理的 13F 季度數據集，Heritage Investors Management CORP 於 Q1 2026 結束時的管理資產規模為 US$36.1億。該機構在本季度申報了 249 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Heritage Investors Management CORP 展現出較為審慎的避險與獲利了結姿態。本季共減碼 123 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AVGO, GOOGL）占據了總市值的 18.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 249 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 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-通訊服務 | 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-通訊服務 | 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-工業 | 2.50% | +0.58% | -3.46% | |
| 9 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.21% | +0.03% | -1.63% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-非循環性消費 | 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-循環性消費 | 1.41% | — | +0.94% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.39% | -0.17% | -2.75% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.24% | -0.11% | -3.35% | |
| 20 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.22% | -0.12% | +0.80% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 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-原物料 | 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-工業 | 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-循環性消費 | 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-房地產 | 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-醫療保健 | 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-非循環性消費 | 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-通訊服務 | 0.75% | +0.01% | +29.31% | |
| 40 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.75% | -0.34% | +2.20% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.75% | -0.15% | +1.04% | |
| 42 | BA | Boeing Co/the | 股票-工業 | 0.67% | -0.04% | -0.59% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.26% | +2.34% | |
| 44 | CSX | Csx CORP | 股票-工業 | 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-非循環性消費 | 0.61% | -0.04% | -0.67% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.61% | -0.08% | +0.36% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.61% | -0.18% | -1.72% | |
| 50 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 0.60% | -0.16% | -1.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.5% | -3.46% | 減碼 |
| 2 | CVX | Chevron CORP | +0.3% | -3.08% | 減碼 |
| 3 | COP | Conocophillips | +0.2% | -2.88% | 減碼 |
| 4 | FDX | Fedex CORP | +0.2% | -1.33% | 減碼 |
| 5 | EQIX | Equinix Inc | +0.2% | -2.19% | 減碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -3.35% | 減碼 |
| 7 | WMT | Walmart Inc | +0.2% | -2.82% | 減碼 |
| 8 | MRK | Merck & Co. Inc. | +0.2% | +0.18% | 加碼 |
| 9 | MAR | Marriott International -cl A | +0.2% | -1.63% | 減碼 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | -4.84% | 減碼 |
| 11 | COST | Costco Wholesale CORP | +0.1% | -0.21% | 減碼 |
| 12 | VZ | Verizon Communications Inc | +0.1% | -1.72% | 減碼 |
| 13 | PSX | Phillips 66 | +0.1% | -4.65% | 減碼 |
| 14 | INTC | Intel CORP | +0.1% | -1.05% | 減碼 |
| 15 | SLB | Slb LTD | +0.1% | -2.68% | 減碼 |
| 16 | DDOG | Datadog Inc - Class A | +0.1% | +51.45% | 加碼 |
| 17 | LMT | Lockheed Martin CORP | +0.1% | -2.45% | 減碼 |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | -0.40% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +29.31% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.1% | +84.73% | 加碼 |
| 21 | T | At&t Inc | +0.1% | -2.23% | 減碼 |
| 22 | HON | Honeywell International Inc | +0.1% | +1.55% | 加碼 |
| 23 | PEP | Pepsico Inc | +0.1% | +1.04% | 加碼 |
| 24 | RTX | Rtx CORP | +0.1% | -2.75% | 減碼 |
| 25 | LIN | Linde plc | +0.1% | +2.00% | 加碼 |
| 26 | CSX | Csx CORP | +0.1% | -2.82% | 減碼 |
| 27 | NEE | Nextera Energy Inc | +0.1% | -1.49% | 減碼 |
| 28 | ADM | Archer-daniels-midland Co | +0.1% | -2.61% | 減碼 |
| 29 | Q | Qnity Electronics Inc | +0.1% | -6.94% | 減碼 |
| 30 | BURL | Burlington Stores Inc | +0.1% | +0.90% | 加碼 |
| 31 | HAL | Halliburton Co | +0.1% | -0.57% | 減碼 |
| 32 | EOG | Eog Resources Inc | +0.1% | +0.53% | 加碼 |
| 33 | KO | Coca-cola Co/the | +0.1% | -0.67% | 減碼 |
| 34 | STZ | Constellation Brands Inc-a | +0.1% | -1.49% | 減碼 |
| 35 | MCD | Mcdonald's CORP | +0.1% | +0.31% | 加碼 |
| 36 | VB | Vanguard Small-cap ETF | +0.1% | -0.73% | 減碼 |
| 37 | CSCO | Cisco Systems Inc | +0.1% | -0.52% | 減碼 |
| 38 | CTVA | Corteva Inc | +0.1% | -0.66% | 減碼 |
| 39 | LHX | L3harris Technologies Inc | +0.1% | -2.57% | 減碼 |
| 40 | PFE | Pfizer Inc | +0.1% | -0.65% | 減碼 |
| 41 | AMGN | Amgen Inc | +0.1% | -1.64% | 減碼 |
| 42 | MCK | Mckesson CORP | +0.1% | -0.80% | 減碼 |
| 43 | PCAR | Paccar Inc | +0.1% | -1.82% | 減碼 |
| 44 | GEV | GE Vernova Inc | 0% | -1.34% | 減碼 |
| 45 | SHEL | Shell Plc-adr | 0% | -10.68% | 減碼 |
| 46 | MDLZ | Mondelez International Inc-a | 0% | +1.22% | 加碼 |
| 47 | MDY | State Street Spdr S&p Midcap | 0% | -1.54% | 減碼 |
| 48 | CC | Chemours Co/the | 0% | -0.41% | 減碼 |
| 49 | 6D8 | Dupont De Nemours Inc | 0% | +0.86% | 加碼 |
| 50 | BMY | Bristol-myers Squibb Co | 0% | -1.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Heritage Investors Management CORP 在 Q1 2026 季度的美股持倉總市值約為 US$36.1億，共申報了 249 個公開持股部位。
在 Q1 2026 季度，Heritage Investors Management CORP 按市值排列的前三大核心持股分別為：AAPL (5.3%)、AVGO (4.8%)、GOOGL (3.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.3% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SO
市值: US$49.8萬
本季最大獲利了結 / 清倉標的
EXK
前期市值: US$455.9萬
在 Q1 2026 季度中，Heritage Investors Management CORP 共進行了 180 項持倉異動，包含新建倉 10 個部位、加碼 42 個部位、減碼 123 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SO。 本季清倉部位包含 EXK。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。