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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.75亿 | 5.33% | 691,507 | -15,059 | -2.1% | -$382.18万 | 减仓 |
| AVGO | BROADCOM INC | $1.58亿 | 4.78% | 509,263 | -1,696 | -0.3% | -$52.49万 | 减仓 |
| GOOGL | ALPHABET INC | $1.12亿 | 3.39% | 388,502 | -7,458 | -1.9% | -$214.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.09亿 | 3.31% | 294,296 | 2,524 | 0.9% | $93.43万 | 加仓 |
| GOOG | ALPHABET INC | $1.05亿 | 3.17% | 364,585 | -7,912 | -2.1% | -$226.96万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $9,084.70万 | 2.76% | 566,661 | 6,203 | 1.1% | $99.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,533.40万 | 2.59% | 489,301 | -11,206 | -2.2% | -$195.43万 | 减仓 |
| CAT | CATERPILLAR INC | $8,246.20万 | 2.50% | 116,396 | -4,171 | -3.5% | -$295.50万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $7,265.40万 | 2.21% | 222,137 | -3,684 | -1.6% | -$120.49万 | 减仓 |
| AMZN | AMAZON COM INC | $6,978.00万 | 2.12% | 335,044 | 6,591 | 2.0% | $137.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6,450.20万 | 1.96% | 129,091 | 818 | 0.6% | $40.87万 | 加仓 |
| WMT | WALMART INC | $5,937.80万 | 1.80% | 477,776 | -13,852 | -2.8% | -$172.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,603.50万 | 1.70% | 190,490 | -434 | -0.2% | -$12.77万 | 减仓 |
| CSCO | CISCO SYS INC | $4,949.60万 | 1.50% | 637,913 | -3,338 | -0.5% | -$25.90万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,701.90万 | 1.43% | 55,579 | -908 | -1.6% | -$76.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,681.00万 | 1.42% | 154,755 | -462 | -0.3% | -$13.97万 | 减仓 |
| HD | HOME DEPOT INC | $4,645.40万 | 1.41% | 141,246 | 1,316 | 0.9% | $43.28万 | 加仓 |
| RTX | RTX CORPORATION | $4,581.20万 | 1.39% | 237,492 | -6,709 | -2.7% | -$129.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,084.20万 | 1.24% | 167,082 | -5,785 | -3.3% | -$141.41万 | 减仓 |
| DIS | DISNEY WALT CO | $4,023.50万 | 1.22% | 417,459 | 3,301 | 0.8% | $31.82万 | 加仓 |
| MRK | MERCK & CO INC | $3,999.20万 | 1.21% | 332,467 | 595 | 0.2% | $7.16万 | 加仓 |
| BLK | BLACKROCK INC | $3,857.50万 | 1.17% | 40,111 | 1,065 | 2.7% | $102.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,744.70万 | 1.14% | 142,972 | -1,056 | -0.7% | -$27.66万 | 减仓 |
| MS | MORGAN STANLEY | $3,683.00万 | 1.12% | 223,795 | -2,297 | -1.0% | -$37.80万 | 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 |
| FDX | FEDEX CORP | $3,633.60万 | 1.10% | 102,017 | -1,380 | -1.3% | -$49.15万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,520.50万 | 1.07% | 722,145 | 289 | 0.0% | $1.41万 | 加仓 |
| C | CITIGROUP INC | $3,314.00万 | 1.01% | 292,214 | -3,983 | -1.3% | -$45.17万 | 减仓 |
| MCD | MCDONALDS CORP | $3,248.80万 | 0.99% | 104,532 | 321 | 0.3% | $9.98万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,181.20万 | 0.97% | 153,757 | -4,880 | -3.1% | -$100.97万 | 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 |
| EQIX | EQUINIX INC | $2,913.70万 | 0.88% | 29,724 | -665 | -2.2% | -$65.19万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $2,803.60万 | 0.85% | 412,180 | -5,699 | -1.4% | -$38.76万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,801.10万 | 0.85% | 56,987 | 554 | 1.0% | $27.23万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,690.00万 | 0.82% | 147,455 | 3,050 | 2.1% | $55.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,683.10万 | 0.81% | 26,927 | -57 | -0.2% | -$5.68万 | 减仓 |
| COP | CONOCOPHILLIPS | $2,627.20万 | 0.80% | 199,032 | -5,894 | -2.9% | -$77.80万 | 减仓 |
| META | META PLATFORMS INC | $2,480.30万 | 0.75% | 43,352 | 9,826 | 29.3% | $562.18万 | 加仓 |
| ZTS | ZOETIS INC | $2,474.10万 | 0.75% | 209,297 | 4,496 | 2.2% | $53.15万 | 加仓 |
| PEP | PEPSICO INC | $2,473.20万 | 0.75% | 159,266 | 1,636 | 1.0% | $25.41万 | 加仓 |
| BA | BOEING CO | $2,214.60万 | 0.67% | 111,272 | -660 | -0.6% | -$13.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,175.70万 | 0.66% | 80,404 | 1,835 | 2.3% | $49.65万 | 加仓 |
| CSX | CSX CORP | $2,119.90万 | 0.64% | 516,427 | -14,993 | -2.8% | -$61.55万 | 减仓 |
| INTC | INTEL CORP | $2,101.80万 | 0.64% | 476,267 | -5,062 | -1.1% | -$22.34万 | 减仓 |
| NOW | SERVICENOW INC | $2,039.50万 | 0.62% | 195,076 | 16,565 | 9.3% | $173.19万 | 加仓 |
| KO | COCA COLA CO | $2,023.50万 | 0.61% | 266,073 | -1,798 | -0.7% | -$13.67万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $2,016.00万 | 0.61% | 116,814 | 424 | 0.4% | $7.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,006.90万 | 0.61% | 399,777 | -7,003 | -1.7% | -$35.16万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $1,990.20万 | 0.60% | 407,989 | -4,381 | -1.1% | -$21.37万 | 减仓 |
| T | AT&T INC | $1,983.50万 | 0.60% | 684,186 | -15,588 | -2.2% | -$45.19万 | 减仓 |
| AMGN | AMGEN INC | $1,927.20万 | 0.58% | 54,773 | -914 | -1.6% | -$32.16万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,905.10万 | 0.58% | 65,581 | -262 | -0.4% | -$7.61万 | 减仓 |
| PCAR | PACCAR INC | $1,900.50万 | 0.58% | 164,549 | -3,051 | -1.8% | -$35.24万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1,865.50万 | 0.57% | 109,388 | 7,239 | 7.1% | $123.45万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1,806.70万 | 0.55% | 120,449 | -1,820 | -1.5% | -$27.30万 | 减仓 |
| YUM | YUM BRANDS INC | $1,783.20万 | 0.54% | 114,689 | -1,828 | -1.6% | -$28.42万 | 减仓 |
| NKE | NIKE INC | $1,760.70万 | 0.53% | 333,335 | -380 | -0.1% | -$2.01万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,742.10万 | 0.53% | 28,824 | -725 | -2.5% | -$43.82万 | 减仓 |
| MCK | MCKESSON CORP | $1,733.30万 | 0.53% | 20,030 | -162 | -0.8% | -$14.02万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,723.70万 | 0.52% | 538,495 | 9,410 | 1.8% | $30.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,675.00万 | 0.51% | 58,327 | -1,747 | -2.9% | -$50.17万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,591.70万 | 0.48% | 102,345 | 180 | 0.2% | $2.80万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,571.10万 | 0.48% | 169,153 | -2,556 | -1.5% | -$23.74万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $1,551.20万 | 0.47% | 78,231 | 5,366 | 7.4% | $106.40万 | 加仓 |
| — | HONEYWELL INTL INC | $1,539.70万 | 0.47% | 68,120 | 1,043 | 1.6% | $23.57万 | 加仓 |
| — | EXXON MOBIL CORP | $1,527.20万 | 0.46% | 90,014 | -4,576 | -4.8% | -$77.64万 | 减仓 |
| BURL | BURLINGTON STORES INC | $1,524.30万 | 0.46% | 46,846 | 420 | 0.9% | $13.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,490.20万 | 0.45% | 73,344 | 2,924 | 4.2% | $59.41万 | 加仓 |
| ABBV | ABBVIE INC | $1,447.40万 | 0.44% | 66,550 | 938 | 1.4% | $20.40万 | 加仓 |
| SLB | SLB LIMITED | $1,420.10万 | 0.43% | 276,341 | -7,621 | -2.7% | -$39.16万 | 减仓 |
| ADBE | ADOBE INC | $1,390.20万 | 0.42% | 57,189 | 1,243 | 2.2% | $30.22万 | 加仓 |
| PSX | PHILLIPS 66 | $1,356.50万 | 0.41% | 74,457 | -3,632 | -4.7% | -$66.17万 | 减仓 |
| V | VISA INC | $1,340.60万 | 0.41% | 44,356 | 292 | 0.7% | $8.83万 | 加仓 |
| DDOG | DATADOG INC | $1,329.90万 | 0.40% | 112,653 | 38,272 | 51.5% | $451.81万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,237.20万 | 0.38% | 197,162 | 18,957 | 10.6% | $118.96万 | 加仓 |
| LIN | LINDE PLC | $1,236.50万 | 0.38% | 24,942 | 489 | 2.0% | $24.24万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1,231.20万 | 0.37% | 136,589 | -7,423 | -5.2% | -$66.91万 | 减仓 |
| IEFA | ISHARES TR | $1,202.90万 | 0.37% | 132,871 | -1,870 | -1.4% | -$16.93万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,189.00万 | 0.36% | 158,323 | -2,296 | -1.4% | -$17.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,170.90万 | 0.36% | 48,306 | -228 | -0.5% | -$5.53万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,148.00万 | 0.35% | 126,959 | -6,886 | -5.1% | -$62.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,130.10万 | 0.34% | 78,237 | -368 | -0.5% | -$5.32万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,107.70万 | 0.34% | 80,751 | -1,021 | -1.2% | -$14.01万 | 减仓 |
| EFA | ISHARES TR | $1,104.70万 | 0.34% | 113,732 | 925 | 0.8% | $8.98万 | 加仓 |
| PFE | PFIZER INC | $1,047.50万 | 0.32% | 373,030 | -2,440 | -0.6% | -$6.85万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,007.80万 | 0.31% | 138,650 | -3,709 | -2.6% | -$26.96万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $978.30万 | 0.30% | 28,343 | -749 | -2.6% | -$25.85万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $946.00万 | 0.29% | 164,118 | 1,972 | 1.2% | $11.37万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $930.20万 | 0.28% | 45,134 | -367 | -0.8% | -$7.56万 | 减仓 |
| LLY | ELI LILLY & CO | $900.90万 | 0.27% | 9,795 | 891 | 10.0% | $81.95万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $884.70万 | 0.27% | 18,463 | -231 | -1.2% | -$11.07万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $851.30万 | 0.26% | 29,661 | -706 | -2.3% | -$20.26万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $830.00万 | 0.25% | 136,843 | -1,609 | -1.2% | -$9.76万 | 减仓 |
| UNP | UNION PAC CORP | $800.80万 | 0.24% | 33,006 | -166 | -0.5% | -$4.03万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $780.20万 | 0.24% | 67,620 | -5,045 | -6.9% | -$58.21万 | 减仓 |
| SHEL | SHELL PLC | $756.20万 | 0.23% | 81,314 | -9,724 | -10.7% | -$90.43万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $750.90万 | 0.23% | 261,541 | -50,465 | -16.2% | -$144.89万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $703.60万 | 0.21% | 153,614 | 1,310 | 0.9% | $6.00万 | 加仓 |
| IEMG | ISHARES INC | $702.00万 | 0.21% | 100,652 | -2,622 | -2.5% | -$18.29万 | 减仓 |