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 |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | $1,865.50万 | 0.57% | 109,388 | 7,239 | 7.1% | $123.45万 | 加仓 |
| PCAR | PACCAR INC | $1,900.50万 | 0.58% | 164,549 | -3,051 | -1.8% | -$35.24万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,905.10万 | 0.58% | 65,581 | -262 | -0.4% | -$7.61万 | 减仓 |
| AMGN | AMGEN INC | $1,927.20万 | 0.58% | 54,773 | -914 | -1.6% | -$32.16万 | 减仓 |
| T | AT&T INC | $1,983.50万 | 0.60% | 684,186 | -15,588 | -2.2% | -$45.19万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $1,990.20万 | 0.60% | 407,989 | -4,381 | -1.1% | -$21.37万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,006.90万 | 0.61% | 399,777 | -7,003 | -1.7% | -$35.16万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2,016.00万 | 0.61% | 116,814 | 424 | 0.4% | $7.32万 | 加仓 |
| KO | COCA COLA CO | $2,023.50万 | 0.61% | 266,073 | -1,798 | -0.7% | -$13.67万 | 减仓 |
| NOW | SERVICENOW INC | $2,039.50万 | 0.62% | 195,076 | 16,565 | 9.3% | $173.19万 | 加仓 |
| INTC | INTEL CORP | $2,101.80万 | 0.64% | 476,267 | -5,062 | -1.1% | -$22.34万 | 减仓 |
| CSX | CSX CORP | $2,119.90万 | 0.64% | 516,427 | -14,993 | -2.8% | -$61.55万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,175.70万 | 0.66% | 80,404 | 1,835 | 2.3% | $49.65万 | 加仓 |
| BA | BOEING CO | $2,214.60万 | 0.67% | 111,272 | -660 | -0.6% | -$13.14万 | 减仓 |
| PEP | PEPSICO INC | $2,473.20万 | 0.75% | 159,266 | 1,636 | 1.0% | $25.41万 | 加仓 |
| ZTS | ZOETIS INC | $2,474.10万 | 0.75% | 209,297 | 4,496 | 2.2% | $53.15万 | 加仓 |
| META | META PLATFORMS INC | $2,480.30万 | 0.75% | 43,352 | 9,826 | 29.3% | $562.18万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,627.20万 | 0.80% | 199,032 | -5,894 | -2.9% | -$77.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,683.10万 | 0.81% | 26,927 | -57 | -0.2% | -$5.68万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2,690.00万 | 0.82% | 147,455 | 3,050 | 2.1% | $55.64万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,801.10万 | 0.85% | 56,987 | 554 | 1.0% | $27.23万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $2,803.60万 | 0.85% | 412,180 | -5,699 | -1.4% | -$38.76万 | 减仓 |
| EQIX | EQUINIX INC | $2,913.70万 | 0.88% | 29,724 | -665 | -2.2% | -$65.19万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,031.50万 | 0.92% | 49,152 | -769 | -1.5% | -$47.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,181.20万 | 0.97% | 153,757 | -4,880 | -3.1% | -$100.97万 | 减仓 |
| MCD | MCDONALDS CORP | $3,248.80万 | 0.99% | 104,532 | 321 | 0.3% | $9.98万 | 加仓 |
| C | CITIGROUP INC | $3,314.00万 | 1.01% | 292,214 | -3,983 | -1.3% | -$45.17万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,520.50万 | 1.07% | 722,145 | 289 | 0.0% | $1.41万 | 加仓 |
| FDX | FEDEX CORP | $3,633.60万 | 1.10% | 102,017 | -1,380 | -1.3% | -$49.15万 | 减仓 |
| CRM | SALESFORCE INC | $3,663.90万 | 1.11% | 196,277 | 4,847 | 2.5% | $90.48万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3,663.90万 | 1.11% | 62,239 | -1,538 | -2.4% | -$90.54万 | 减仓 |
| MS | MORGAN STANLEY | $3,683.00万 | 1.12% | 223,795 | -2,297 | -1.0% | -$37.80万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,744.70万 | 1.14% | 142,972 | -1,056 | -0.7% | -$27.66万 | 减仓 |
| BLK | BLACKROCK INC | $3,857.50万 | 1.17% | 40,111 | 1,065 | 2.7% | $102.42万 | 加仓 |
| MRK | MERCK & CO INC | $3,999.20万 | 1.21% | 332,467 | 595 | 0.2% | $7.16万 | 加仓 |
| DIS | DISNEY WALT CO | $4,023.50万 | 1.22% | 417,459 | 3,301 | 0.8% | $31.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,084.20万 | 1.24% | 167,082 | -5,785 | -3.3% | -$141.41万 | 减仓 |
| RTX | RTX CORPORATION | $4,581.20万 | 1.39% | 237,492 | -6,709 | -2.7% | -$129.42万 | 减仓 |
| HD | HOME DEPOT INC | $4,645.40万 | 1.41% | 141,246 | 1,316 | 0.9% | $43.28万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,681.00万 | 1.42% | 154,755 | -462 | -0.3% | -$13.97万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,701.90万 | 1.43% | 55,579 | -908 | -1.6% | -$76.82万 | 减仓 |
| CSCO | CISCO SYS INC | $4,949.60万 | 1.50% | 637,913 | -3,338 | -0.5% | -$25.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,603.50万 | 1.70% | 190,490 | -434 | -0.2% | -$12.77万 | 减仓 |
| WMT | WALMART INC | $5,937.80万 | 1.80% | 477,776 | -13,852 | -2.8% | -$172.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $6,450.20万 | 1.96% | 129,091 | 818 | 0.6% | $40.87万 | 加仓 |
| AMZN | AMAZON COM INC | $6,978.00万 | 2.12% | 335,044 | 6,591 | 2.0% | $137.27万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $7,265.40万 | 2.21% | 222,137 | -3,684 | -1.6% | -$120.49万 | 减仓 |
| CAT | CATERPILLAR INC | $8,246.20万 | 2.50% | 116,396 | -4,171 | -3.5% | -$295.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,533.40万 | 2.59% | 489,301 | -11,206 | -2.2% | -$195.43万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9,084.70万 | 2.76% | 566,661 | 6,203 | 1.1% | $99.45万 | 加仓 |
| GOOG | ALPHABET INC | $1.05亿 | 3.17% | 364,585 | -7,912 | -2.1% | -$226.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.09亿 | 3.31% | 294,296 | 2,524 | 0.9% | $93.43万 | 加仓 |
| GOOGL | ALPHABET INC | $1.12亿 | 3.39% | 388,502 | -7,458 | -1.9% | -$214.46万 | 减仓 |
| AVGO | BROADCOM INC | $1.58亿 | 4.78% | 509,263 | -1,696 | -0.3% | -$52.49万 | 减仓 |
| AAPL | APPLE INC | $1.75亿 | 5.33% | 691,507 | -15,059 | -2.1% | -$382.18万 | 减仓 |