13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0000869353
申报总市值
US$81.9亿
US$81.9亿
359 檔
16.1%
在 Q3 2024 申报期间，Ferguson Wellman Capital Management, Inc（CIK: 0000869353）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$81.9亿，共持有 359 个公开申报仓位。
在 Q3 2024，Ferguson Wellman Capital Management, Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 31 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Ferguson Wellman Capital Management, Inc 的前 5 大核心持股（包含 MSFT, AAPL, GOOGL 等）合计占整体申报市值的 16.1%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 359 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 7.82% | -0.34% | -0.49% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.61% | +0.17% | -0.56% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.63% | +0.57% | -0.36% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.27% | +0.34% | -6.61% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.13% | -0.10% | -0.57% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.83% | -0.19% | -0.41% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.74% | +0.29% | +887.96% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.42% | +0.09% | -0.46% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.14% | +0.02% | +34.67% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.12% | +0.08% | +1.26% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 2.08% | -0.06% | -0.05% | |
| 12 | PH | Parker Hannifin CORP | 股票-工业 | 1.96% | -0.13% | -14.32% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.94% | +0.14% | +0.54% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | +0.04% | -0.08% | |
| 15 | STT | State Street CORP | 股票-金融 | 1.76% | -0.07% | +29.06% | |
| 16 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.75% | -0.04% | +69.86% | |
| 17 | WMT | Walmart Inc | 股票-非周期性消费 | 1.59% | -0.64% | +6.63% | |
| 18 | ETR | Entergy CORP | 股票-公用事业 | 1.52% | -0.68% | -0.44% | |
| 19 | FTV | Fortive CORP | 股票-科技 | 1.51% | — | +2.76% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.45% | -0.72% | -1.18% | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 1.37% | -0.04% | -1.50% | |
| 22 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.33% | -0.15% | -0.44% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.32% | +0.33% | -1.26% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 1.20% | -0.11% | -0.28% | |
| 25 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.12% | — | -1.70% | |
| 26 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.10% | +0.01% | -0.26% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.07% | +0.51% | -0.09% | |
| 28 | ✓ | 股票-其他 | 0.99% | — | -1.57% | ||
| 29 | AIG | American International Group | 股票-金融 | 0.98% | -0.07% | +0.58% | |
| 30 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.97% | — | +99.81% | |
| 31 | CCI | Crown Castle Inc | 股票-房地产 | 0.97% | — | +101.06% | |
| 32 | AEP | American Electric Power | 股票-公用事业 | 0.95% | -0.10% | +1.41% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.92% | -0.10% | -47.13% | |
| 34 | ✓ | 股票-其他 | 0.91% | — | +2.03% | ||
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 0.91% | -0.01% | -0.04% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.89% | — | -0.43% | |
| 37 | AN | Autonation Inc | 股票-周期性消费 | 0.88% | -0.02% | +0.17% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.87% | +0.08% | +0.56% | |
| 39 | HON | Honeywell International Inc | 股票-工业 | 0.82% | -1.51% | EXIT | |
| 40 | TXT | Textron Inc | 股票-工业 | 0.78% | — | -0.35% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.01% | -1.21% | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 0.70% | +0.07% | -0.52% | |
| 43 | T | At&t Inc | 股票-通信服务 | 0.64% | -0.23% | -1.33% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | +0.58% | -10.74% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | +0.02% | +0.01% | |
| 46 | BRO | Brown & Brown Inc | 股票-金融 | 0.62% | — | +0.39% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | -0.02% | -2.03% | |
| 48 | ✓ | 股票-其他 | 0.61% | — | — | ||
| 49 | COR | Cencora Inc | 股票-医疗保健 | 0.56% | -0.17% | -0.82% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.04% | -0.79% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.7% | +34.67% | 加仓 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建仓 |
| 3 | MRK | Merck & Co. Inc. | +0.6% | +69.86% | 加仓 |
| 4 | STT | State Street CORP | +0.6% | +29.06% | 加仓 |
| 5 | CCI | Crown Castle Inc | +0.6% | +101.06% | 加仓 |
| 6 | TMUS | T-mobile US Inc | +0.5% | +99.81% | 加仓 |
| 7 | WMT | Walmart Inc | +0.3% | +6.63% | 加仓 |
| 8 | AAPL | Apple Inc | +0.3% | -0.56% | 减仓 |
| 9 | IYE | Ishares U.s. Energy ETF | +0.3% | +3857.21% | 加仓 |
| 10 | HD | Home Depot Inc | +0.2% | -0.05% | 减仓 |
| 11 | ETR | Entergy CORP | +0.2% | -0.44% | 减仓 |
| 12 | ABBV | Abbvie Inc | +0.2% | -0.46% | 减仓 |
| 13 | MDT | Medtronic plc | +0.2% | NEW | 新建仓 |
| 14 | PM | Philip Morris International | +0.2% | -1.50% | 减仓 |
| 15 | AEP | American Electric Power | +0.1% | +1.41% | 加仓 |
| 16 | VLTO | Veralto CORP | +0.1% | — | 加仓 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +0.01% | 加仓 |
| 18 | MSI | Motorola Solutions Inc | +0.1% | -0.04% | 减仓 |
| 19 | FTV | Fortive CORP | +0.1% | +2.76% | 加仓 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.26% | 减仓 |
| 21 | NOW | Servicenow Inc | +0.1% | -0.43% | 减仓 |
| 22 | AN | Autonation Inc | +0.1% | +0.17% | 加仓 |
| 23 | BRO | Brown & Brown Inc | +0.1% | +0.39% | 加仓 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | -1.32% | 减仓 |
| 25 | MAS | Masco CORP | +0.1% | -0.83% | 减仓 |
| 26 | T | At&t Inc | +0.1% | -1.33% | 减仓 |
| 27 | MCD | Mcdonald's CORP | +0.1% | -0.98% | 减仓 |
| 28 | PH | Parker Hannifin CORP | 0% | -14.32% | 减仓 |
| 29 | AVB | Avalonbay Communities Inc | 0% | -0.26% | 减仓 |
| 30 | AVGO | Broadcom Inc | 0% | +887.96% | 加仓 |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +0.54% | 加仓 |
| 32 | TJX | Tjx Companies Inc | 0% | -0.44% | 减仓 |
| 33 | SYK | Stryker CORP | 0% | -0.28% | 减仓 |
| 34 | V | Visa Inc-class A Shares | — | -0.08% | 减仓 |
| 35 | PG | Procter & Gamble Co/the | 0% | -0.41% | 减仓 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -0.57% | 减仓 |
| 37 | PPG | Ppg Industries Inc | -0.1% | -18.61% | 减仓 |
| 38 | AAON | Aaon Inc | -0.1% | -64.00% | 减仓 |
| 39 | CVX | Chevron CORP | -0.2% | -1.18% | 减仓 |
| 40 | HON | Honeywell International Inc | -0.3% | -16.79% | 减仓 |
| 41 | LKQ | Lkq CORP | -0.3% | -97.50% | 减仓 |
| 42 | CMCSA | Comcast Corp-class A | -0.4% | -51.79% | 减仓 |
| 43 | DINO | Hf Sinclair CORP | -0.4% | -44.34% | 减仓 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | +0.56% | 加仓 |
| 45 | ABT | Abbott Laboratories | -0.5% | -50.69% | 减仓 |
| 46 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清仓 |
| 47 | NVDA | Nvidia CORP | -0.6% | -6.61% | 减仓 |
| 48 | JNJ | Johnson & Johnson | -0.7% | -47.13% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.36% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.49% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ferguson Wellman Capital Management, Inc 在 Q3 2024 季度的美股持仓总市值约为 US$81.9亿，共申报了 359 个公开持股仓位。
在 Q3 2024 季度，Ferguson Wellman Capital Management, Inc 按市值排列的前三大核心持股分别为：MSFT (7.8%)、AAPL (5.6%)、GOOGL (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
BLK
市值: US$3146.7万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$2653.8万
在 Q3 2024 季度中，Ferguson Wellman Capital Management, Inc 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 16 个仓位、减仓 31 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。