HERITAGE INVESTORS MANAGEMENT CORP
BETHESDA MD · SEC CIK 0000937589
$32.95亿2026Q1 申报市值
249持仓数
32.2%前十大占比 · 第一大 5.3%
8 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
META 加仓+$562.18万
DDOG 加仓+$451.81万
NFLX 加仓+$306.58万
NOW 加仓+$173.19万
AMZN 加仓+$137.27万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$455.90万
AAPL 减仓-$382.18万
CAT 减仓-$295.50万
GOOG 减仓-$226.96万
GOOGL 减仓-$214.46万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -44,889 | -100.0% | -$455.90万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -3,657 | -100.0% | -$75.40万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -3,782 | -100.0% | -$59.10万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -2,208 | -100.0% | -$20.50万 | 清仓 |
| — | DATA STORAGE CORP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$7.70万 | 清仓 |
| — | FITNESS CHAMPS HLDGS LTD | $0 | 0.00% | 0 | -31,750 | -100.0% | -$7,000 | 清仓 |
| HLIT | HARMONIC INC | $10.60万 | 0.00% | 11,786 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $10.70万 | 0.00% | 12,866 | 0 | 0.0% | — | 不变 |
| ASUR | ASURE SOFTWARE INC | $17.00万 | 0.01% | 19,822 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $18.70万 | 0.01% | 22,117 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $20.00万 | 0.01% | 2,044 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $20.10万 | 0.01% | 957 | 18 | 1.9% | $3,781 | 重新持有 |
| EEMV | ISHARES INC | $21.00万 | 0.01% | 3,250 | -150 | -4.4% | -$9,692 | 减仓 |
| LOW | LOWES COS INC | $21.10万 | 0.01% | 892 | 892 | — | $21.10万 | 新建仓 |
| BCPC | BALCHEM CORP | $21.20万 | 0.01% | 1,250 | 1,250 | — | $21.20万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.30万 | 0.01% | 476 | -10 | -2.1% | -$4,475 | 减仓 |
| JBGS | JBG SMITH PPTYS | $21.40万 | 0.01% | 14,619 | 2,477 | 20.4% | $3.63万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $22.00万 | 0.01% | 4,948 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $22.80万 | 0.01% | 7,070 | 7,070 | — | $22.80万 | 新建仓 |
| DGII | DIGI INTL INC | $22.90万 | 0.01% | 4,748 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $23.10万 | 0.01% | 2,391 | -195 | -7.5% | -$1.88万 | 减仓 |
| IJT | ISHARES TR | $23.20万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.40万 | 0.01% | 629 | -4 | -0.6% | -$1,488 | 减仓 |
| IVV | ISHARES TR | $23.50万 | 0.01% | 360 | -5 | -1.4% | -$3,264 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $23.50万 | 0.01% | 685 | -268 | -28.1% | -$9.19万 | 重新持有 |
| MUB | ISHARES TR | $24.60万 | 0.01% | 2,320 | 2,320 | — | $24.60万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $25.00万 | 0.01% | 8,131 | -3,347 | -29.2% | -$10.29万 | 减仓 |
| L | LOEWS CORP | $25.00万 | 0.01% | 2,340 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $25.50万 | 0.01% | 8,318 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $25.70万 | 0.01% | 3,065 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $26.00万 | 0.01% | 4,942 | 510 | 11.5% | $2.68万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.70万 | 0.01% | 684 | 35 | 5.4% | $1.37万 | 加仓 |
| IJS | ISHARES TR | $26.70万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $26.80万 | 0.01% | 44,661 | -560 | -1.2% | -$3,360 | 减仓 |
| IJK | ISHARES TR | $29.20万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $29.60万 | 0.01% | 16,184 | -1,729 | -9.7% | -$3.16万 | 减仓 |
| — | SKY HARBOUR GROUP CORPORATIO | $29.60万 | 0.01% | 30,769 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $30.80万 | 0.01% | 2,660 | 2,660 | — | $30.80万 | 新建仓 |
| IGIB | ISHARES TR | $30.90万 | 0.01% | 5,815 | 165 | 2.9% | $8,768 | 加仓 |
| VV | VANGUARD INDEX FDS | $31.10万 | 0.01% | 1,040 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $31.20万 | 0.01% | 2,355 | -25 | -1.1% | -$3,312 | 减仓 |
| SUB | ISHARES TR | $32.00万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $32.20万 | 0.01% | 5,250 | -150 | -2.8% | -$9,200 | 减仓 |
| AIQ | GLOBAL X FDS | $32.80万 | 0.01% | 7,038 | 100 | 1.4% | $4,660 | 加仓 |
| EXEL | EXELIXIS INC | $32.80万 | 0.01% | 7,644 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $33.00万 | 0.01% | 28,635 | -1,775 | -5.8% | -$2.05万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $34.00万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $35.30万 | 0.01% | 14,502 | -453 | -3.0% | -$1.10万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.80万 | 0.01% | 14,459 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $35.90万 | 0.01% | 2,652 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $36.00万 | 0.01% | 4,014 | -130 | -3.1% | -$1.17万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.50万 | 0.01% | 9,490 | 0 | 0.0% | — | 不变 |
| PKOH | PARK-OHIO HLDGS CORP | $37.50万 | 0.01% | 15,580 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $39.00万 | 0.01% | 1,873 | -144 | -7.1% | -$3.00万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $39.30万 | 0.01% | 4,141 | -380 | -8.4% | -$3.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $40.40万 | 0.01% | 1,985 | -150 | -7.0% | -$3.05万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $40.70万 | 0.01% | 1,992 | 0 | 0.0% | — | 不变 |
| AVNW | AVIAT NETWORKS INC | $42.20万 | 0.01% | 18,649 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $42.60万 | 0.01% | 6,520 | -37 | -0.6% | -$2,417 | 减仓 |
| XEL | XCEL ENERGY INC | $43.50万 | 0.01% | 5,472 | 5,472 | — | $43.50万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $44.00万 | 0.01% | 2,535 | 2,535 | — | $44.00万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $45.90万 | 0.01% | 658 | -206 | -23.8% | -$14.37万 | 减仓 |
| — | EVI INDS INC | $49.80万 | 0.02% | 24,178 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $49.80万 | 0.02% | 18,850 | -3,025 | -13.8% | -$7.99万 | 减仓 |
| SO | SOUTHERN CO | $49.80万 | 0.02% | 5,156 | 5,156 | — | $49.80万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $52.00万 | 0.02% | 7,308 | -22 | -0.3% | -$1,565 | 减仓 |
| DHI | D R HORTON INC | $52.80万 | 0.02% | 3,850 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $53.50万 | 0.02% | 2,190 | -1,000 | -31.3% | -$24.43万 | 减仓 |
| SHOP | SHOPIFY INC | $55.10万 | 0.02% | 4,649 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $57.90万 | 0.02% | 1,338 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $59.40万 | 0.02% | 3,422 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $60.20万 | 0.02% | 10,234 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $60.30万 | 0.02% | 13,123 | -150 | -1.1% | -$6,892 | 减仓 |
| — | ARCOSA INC | $63.60万 | 0.02% | 5,992 | -27 | -0.4% | -$2,866 | 减仓 |
| CVS | CVS HEALTH CORP | $64.90万 | 0.02% | 9,031 | 225 | 2.6% | $1.62万 | 加仓 |
| SCI | SERVICE CORP INTL | $65.40万 | 0.02% | 7,930 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $65.60万 | 0.02% | 1,165 | -41 | -3.4% | -$2.31万 | 减仓 |
| PPLI | IAC INC | $66.60万 | 0.02% | 16,638 | -7,047 | -29.8% | -$28.21万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $66.60万 | 0.02% | 3,696 | -95 | -2.5% | -$1.71万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $67.60万 | 0.02% | 53,804 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.80万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $72.40万 | 0.02% | 4,924 | -172 | -3.4% | -$2.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.60万 | 0.02% | 11,329 | -497 | -4.2% | -$3.18万 | 减仓 |
| D | DOMINION ENERGY INC | $74.50万 | 0.02% | 12,050 | 2 | 0.0% | $124 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC | $74.60万 | 0.02% | 29,978 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $75.10万 | 0.02% | 19,850 | -2,000 | -9.2% | -$7.57万 | 减仓 |
| VLO | VALERO ENERGY CORP | $79.00万 | 0.02% | 3,197 | -150 | -4.5% | -$3.71万 | 减仓 |
| MTRN | MATERION CORP | $79.60万 | 0.02% | 5,506 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $84.60万 | 0.03% | 1,983 | -40 | -2.0% | -$1.71万 | 减仓 |
| DHR | DANAHER CORP DEL | $85.00万 | 0.03% | 4,481 | -116 | -2.5% | -$2.20万 | 减仓 |
| IWO | ISHARES TR | $88.10万 | 0.03% | 2,808 | -5 | -0.2% | -$1,569 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $88.80万 | 0.03% | 11,666 | -2,950 | -20.2% | -$22.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.60万 | 0.03% | 1,378 | -22 | -1.6% | -$1.43万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $92.70万 | 0.03% | 7,040 | 0 | 0.0% | — | 不变 |
| — | PRIMEENERGY RESOURCES CORP | $105.50万 | 0.03% | 4,530 | -30 | -0.7% | -$6,987 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $114.60万 | 0.03% | 29,097 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $117.60万 | 0.04% | 15,234 | -2,209 | -12.7% | -$17.05万 | 减仓 |
| BX | BLACKSTONE INC | $118.20万 | 0.04% | 10,281 | -85 | -0.8% | -$9,772 | 减仓 |
| BN | BROOKFIELD CORP | $123.20万 | 0.04% | 30,433 | 0 | 0.0% | — | 不变 |
| — | SMITH MIDLAND CORP | $124.50万 | 0.04% | 38,268 | 0 | 0.0% | — | 不变 |