13FBOX
Heritage Trust Co · 13F 持仓分析
期权收益计算器 机构排行

Heritage Trust Co

No.2515
最新持仓市值 (Q2 2026)
$11.55亿
环比变动 Q1 2026
+$1.58亿+15.8%
持仓股票数
313
新买入
14
加仓
127
减仓
93
清仓
9
持股不变
79
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.62%5.73%$6,483.2万22.4万股$5,715.5万22.5万股-1,150股-0.51%减仓
强生JNJ
3.75%4.18%$4,332.3万17.1万股$4,168.7万17.1万股+43股+0.03%加仓
微软MSFT
3.53%3.93%$4,077.9万10.9万股$3,916.7万10.6万股+3,514股+3.32%加仓
SSPDR标普500 ETFSPY
2.95%2.93%$3,401.0万4.6万股$2,919.4万4.5万股+652股+1.45%加仓
AAlphabet Inc Class CGOOG
2.86%2.68%$3,303.1万9.3万股$2,670.6万9.3万股+385股+0.41%加仓
V先锋领航·FTSEVEA
2.77%2.86%$3,196.3万44.9万股$2,848.8万44.5万股+4,045股+0.91%加仓
艾伯维ABBV
2.07%2.05%$2,387.0万9.5万股$2,038.5万9.4万股+1,127股+1.20%加仓
I景顺交易所交易基金信托RSP
2%1.93%$2,307.4万10.8万股$1,928.0万10.0万股+7,989股+7.95%加仓
摩根大通JPM
1.93%1.99%$2,229.4万6.8万股$1,988.6万6.8万股+509股+0.75%加仓
谷歌AGOOGL
1.79%1.75%$2,069.9万5.8万股$1,749.1万6.1万股-2,906股-4.78%减仓
沃尔玛WMT
1.45%1.84%$1,673.3万14.8万股$1,831.1万14.7万股+406股+0.28%加仓
美光科技MU
1.41%0.46%$1,624.0万1.4万股$462.9万1.4万股+367股+2.68%加仓
Q高通QCOM
1.39%1.11%$1,605.8万8.7万股$1,104.3万8.6万股+1,147股+1.34%加仓
AANGEL OAK ULTRASHORT INCOME ETFUYLD
1.34%1.52%$1,542.4万30.2万股$1,514.7万29.7万股+5,619股+1.89%加仓
卡特彼勒CAT
1.21%0.9%$1,391.9万1.3万股$895.6万1.3万股+430股+3.40%加仓
思科CSCO
1.2%0.92%$1,384.7万11.8万股$917.4万11.8万股-344股-0.29%减仓
亚马逊AMZN
1.16%1.19%$1,342.9万5.6万股$1,187.1万5.7万股-655股-1.15%减仓
家得宝HD
1.07%1.09%$1,232.1万3.5万股$1,090.4万3.3万股+1,781股+5.37%加仓
VisaV
1.06%1.07%$1,228.5万3.6万股$1,064.5万3.5万股+586股+1.66%加仓
联合健康UNH
1.05%0.78%$1,209.9万2.9万股$776.6万2.9万股+409股+1.42%加仓
ALTRIAMO
1.04%1.09%$1,197.6万16.6万股$1,087.9万16.5万股+1,588股+0.96%加仓
慧与HPEHPE
1.01%0.61%$1,163.5万25.8万股$611.2万25.7万股+1,206股+0.47%加仓
泛林集团LRCX
0.98%0.56%$1,129.4万2.6万股$553.6万2.6万股+152股+0.59%加仓
默沙东MRK
0.95%0.98%$1,091.0万8.5万股$979.9万8.1万股+3,445股+4.23%加仓
英伟达NVDA
0.94%0.94%$1,087.2万5.4万股$937.1万5.4万股+603股+1.12%加仓
V先锋领航斯科茨代尔基金VCIT
0.93%1.03%$1,079.1万13.1万股$1,023.6万12.4万股+6,869股+5.55%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.89%0.77%$1,031.4万2.4万股$766.3万4.7万股-2.3万股-48.80%减仓
伯克希尔哈撒韦BRK.B
0.87%0.85%$1,008.5万2.0万股$846.3万1.8万股+2,494股+14.12%加仓
通用汽车GM
0.86%0.95%$990.8万12.9万股$949.0万12.7万股+1,158股+0.91%加仓
甲骨文ORCL
0.82%0.89%$947.1万6.5万股$887.1万6.0万股+4,320股+7.16%加仓
IiShares安硕信托IVV
0.79%0.8%$913.6万1.2万股$798.0万1.2万股-17股-0.14%减仓
IiShares安硕信托IJK
0.79%0.74%$909.6万7.7万股$737.3万7.3万股+4,144股+5.66%加仓
星巴克SBUX
0.77%0.74%$883.8万8.6万股$733.6万8.2万股+4,601股+5.62%加仓
Meta平台META
0.76%0.89%$877.8万1.6万股$884.3万1.5万股+127股+0.82%加仓
UNITED RENTALSURI
0.75%0.56%$864.2万7,628股$558.8万7,670股-42股-0.55%减仓
埃克森美孚XOM
0.74%1.04%$850.6万6.2万股$1,037.1万6.1万股+1,082股+1.77%加仓
GGMO US QUALITY ETFGMOV
0.72%0.68%$836.9万20.1万股$679.4万18.8万股+1.3万股+7.09%加仓
B贝莱德·ETF TRUST IIBINC
0.72%0.83%$833.4万15.9万股$823.2万15.9万股+698股+0.44%加仓
V先锋领航·FSTEVWO
0.72%0.74%$833.3万14.0万股$740.1万13.7万股+2,687股+1.96%加仓
V先锋领航指数基金VOO
0.67%0.53%$774.7万1.1万股$526.5万8,811股+2,468股+28.01%加仓
ADPADP
0.64%0.68%$743.7万3.3万股$678.4万3.3万股-182股-0.55%减仓
帕卡PCAR
0.64%0.72%$736.7万6.1万股$718.7万6.2万股-892股-1.43%减仓
美国运通AXP
0.63%0.66%$723.5万2.1万股$659.3万2.2万股-409股-1.88%减仓
高盛GS
0.6%0.53%$688.2万6,805股$531.2万6,279股+526股+8.38%加仓
Phillips 66PSX
0.59%0.75%$685.1万4.1万股$742.8万4.1万股-248股-0.61%减仓
Genuine Parts Co ComGPC
0.59%0.61%$677.9万5.7万股$610.2万5.8万股-245股-0.42%减仓
PALO ALTOPANW
0.57%0.28%$661.0万1.9万股$283.4万1.8万股+1,706股+9.65%加仓
威瑞森VZ
0.57%0.59%$658.0万15.5万股$585.1万11.7万股+3.9万股+33.33%加仓
雅培ABT
0.57%0.6%$652.4万7.2万股$595.4万5.8万股+1.4万股+23.99%加仓
TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP
0.56%0.52%$642.8万12.8万股$520.6万11.8万股+1.1万股+8.92%加仓

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