Heritage Trust Co 13F 持仓 · 2026年Q2
Heritage Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 313 只证券，申报市值合计 11.55 亿美元。前几大持仓：AAPL（5.62%）、JNJ（3.75%）、MSFT（3.53%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $64.8M | 5.62% | 224,054 | 减持 |
| 2 | JNJ | JOHNSON & JOHNSON | $43.3M | 3.75% | 170,585 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $40.8M | 3.53% | 109,321 | 增持 |
| 4 | SPY | STATE STREET SPDR S&P 500 | $34.0M | 2.95% | 45,543 | 增持 |
| 5 | GOOG | ALPHABET INC | $33.0M | 2.86% | 93,484 | 增持 |
| 6 | VEA | VANGUARD | $32.0M | 2.77% | 448,608 | 增持 |
| 7 | ABBV | ABBVIE INC | $23.9M | 2.07% | 94,857 | 增持 |
| 8 | RSP | INVESCO | $23.1M | 2.00% | 108,445 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $22.3M | 1.93% | 68,110 | 增持 |
| 10 | GOOGL | ALPHABET INC | $20.7M | 1.79% | 57,919 | 减持 |
| 11 | WMT | WALMART INC | $16.7M | 1.45% | 147,739 | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $16.2M | 1.41% | 14,069 | 增持 |
| 13 | QCOM | QUALCOMM INC | $16.1M | 1.39% | 86,901 | 增持 |
| 14 | UYLD | ANGEL OAK | $15.4M | 1.34% | 302,409 | 增持 |
| 15 | CAT | CATERPILLAR INC | $13.9M | 1.21% | 13,071 | 增持 |
| 16 | CSCO | CISCO SYSTEMS INC | $13.8M | 1.20% | 117,889 | 减持 |
| 17 | AMZN | AMAZON COM INC | $13.4M | 1.16% | 56,343 | 减持 |
| 18 | HD | HOME DEPOT INC | $12.3M | 1.07% | 34,935 | 增持 |
| 19 | V | VISA INC | $12.3M | 1.06% | 35,806 | 增持 |
| 20 | UNH | UNITEDHEALTH GROUP INC | $12.1M | 1.05% | 29,111 | 增持 |
| 21 | MO | ALTRIA GROUP INC | $12.0M | 1.04% | 166,452 | 增持 |
| 22 | HPE | HEWLETT PACKARD ENTERPRISE CO | $11.6M | 1.01% | 257,915 | 增持 |
| 23 | LRCX | LAM RESEARCH CORP | $11.3M | 0.98% | 26,063 | 增持 |
| 24 | MRK | MERCK & CO INC | $10.9M | 0.95% | 84,905 | 增持 |
| 25 | NVDA | NVIDIA CORP | $10.9M | 0.94% | 54,334 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR