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
348 檔
17.1%
根据最新整理的 13F 季度数据集，Ferguson Wellman Capital Management, Inc 于 Q4 2024 结束时的管理资产规模为 US$81.9亿。该机构在本季度申报了 348 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 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 29 个仓位并完全清仓 0 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 17.1%，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 348 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 | 7.45% | -0.34% | -1.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.88% | +0.17% | -0.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.13% | +0.57% | -1.35% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.70% | +0.34% | +1.21% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.57% | +0.29% | -1.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.49% | -0.10% | -0.35% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.71% | -0.19% | +0.46% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.49% | +0.08% | +1.05% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.12% | +0.09% | -0.88% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.02% | +0.14% | +3.80% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.99% | +0.04% | -0.78% | |
| 12 | STT | State Street CORP | 股票-金融 | 1.99% | -0.07% | +3.57% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 1.97% | -0.06% | +0.33% | |
| 14 | PH | Parker Hannifin CORP | 股票-工业 | 1.94% | -0.13% | -0.00% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.83% | -0.64% | +4.81% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.79% | +0.02% | -1.71% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.73% | -0.72% | +23.34% | |
| 18 | ETR | Entergy CORP | 股票-公用事业 | 1.71% | -0.68% | +97.89% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.47% | -0.04% | -2.41% | |
| 20 | FTV | Fortive CORP | 股票-科技 | 1.40% | — | -0.91% | |
| 21 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.32% | -0.15% | -1.92% | |
| 22 | PM | Philip Morris International | 股票-非周期性消费 | 1.31% | -0.04% | -1.83% | |
| 23 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.18% | +0.51% | +109.43% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 1.18% | -0.11% | -0.31% | |
| 25 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.11% | — | -0.20% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 1.04% | — | +0.31% | |
| 27 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.03% | — | +1.28% | |
| 28 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.03% | +0.01% | -1.99% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.02% | +0.33% | -6.72% | |
| 30 | ✓ | 股票-其他 | 1.00% | — | +3.03% | ||
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.95% | +0.08% | -8.80% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 0.91% | -0.01% | -0.62% | |
| 33 | AEP | American Electric Power | 股票-公用事业 | 0.86% | -0.10% | +1.60% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 0.84% | -1.51% | EXIT | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.83% | +0.01% | -3.25% | |
| 36 | ✓ | 股票-其他 | 0.81% | — | -0.47% | ||
| 37 | AIG | American International Group | 股票-金融 | 0.81% | -0.07% | -15.24% | |
| 38 | AN | Autonation Inc | 股票-周期性消费 | 0.81% | -0.02% | -1.71% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.10% | -4.48% | |
| 40 | EMR | Emerson Electric Co | 股票-工业 | 0.76% | +0.07% | -2.85% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.58% | -4.32% | |
| 42 | TXT | Textron Inc | 股票-工业 | 0.64% | — | -2.15% | |
| 43 | T | At&t Inc | 股票-通信服务 | 0.63% | -0.23% | -3.93% | |
| 44 | ✓ | 股票-其他 | 0.63% | — | -3.26% | ||
| 45 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.61% | -0.03% | -1.78% | |
| 46 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.60% | -0.02% | -2.20% | |
| 47 | BRO | Brown & Brown Inc | 股票-金融 | 0.59% | — | -0.98% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | +0.02% | -3.33% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.04% | +4.29% | |
| 50 | COR | Cencora Inc | 股票-医疗保健 | 0.54% | -0.17% | -0.70% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -1.49% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.35% | 减仓 |
| 3 | WFC | Wells Fargo & Co | +0.5% | +1090.69% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | +1.21% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +1.05% | 加仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -0.35% | 减仓 |
| 7 | CVX | Chevron CORP | +0.3% | +23.34% | 加仓 |
| 8 | AAPL | Apple Inc | +0.3% | -0.86% | 减仓 |
| 9 | AVY | Avery Dennison CORP | +0.3% | +135.57% | 加仓 |
| 10 | WMT | Walmart Inc | +0.2% | +4.81% | 加仓 |
| 11 | STT | State Street CORP | +0.2% | +3.57% | 加仓 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -0.78% | 减仓 |
| 13 | ETR | Entergy CORP | +0.2% | +97.89% | 加仓 |
| 14 | AAON | Aaon Inc | +0.2% | +141.27% | 加仓 |
| 15 | NOW | Servicenow Inc | +0.2% | +0.31% | 加仓 |
| 16 | EWBC | East West Bancorp Inc | +0.1% | +29.28% | 加仓 |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | +109.43% | 加仓 |
| 18 | KMI | Kinder Morgan, Inc. | +0.1% | — | 加仓 |
| 19 | MS | Morgan Stanley | +0.1% | -3.25% | 减仓 |
| 20 | XLB | Ss Materials Select Sector | +0.1% | — | 加仓 |
| 21 | XLRE | Ss Real Estate Select Sector | +0.1% | +1309.36% | 加仓 |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.80% | 加仓 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -8.80% | 减仓 |
| 24 | TSLA | Tesla Inc | +0.1% | +1.51% | 加仓 |
| 25 | TMUS | T-mobile US Inc | +0.1% | +1.28% | 加仓 |
| 26 | EMR | Emerson Electric Co | +0.1% | -2.85% | 减仓 |
| 27 | AMP | Ameriprise Financial Inc | +0.1% | -1.78% | 减仓 |
| 28 | ADI | Analog Devices Inc | -0.1% | -2.55% | 减仓 |
| 29 | MAS | Masco CORP | -0.1% | -3.19% | 减仓 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -7.73% | 减仓 |
| 31 | AN | Autonation Inc | -0.1% | -1.71% | 减仓 |
| 32 | AEP | American Electric Power | -0.1% | +1.60% | 加仓 |
| 33 | VLTO | Veralto CORP | -0.1% | — | 减仓 |
| 34 | FTV | Fortive CORP | -0.1% | -0.91% | 减仓 |
| 35 | HD | Home Depot Inc | -0.1% | +0.33% | 加仓 |
| 36 | LMT | Lockheed Martin CORP | -0.1% | -11.75% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | +0.46% | 加仓 |
| 38 | TXT | Textron Inc | -0.1% | -2.15% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -4.48% | 减仓 |
| 40 | AIG | American International Group | -0.2% | -15.24% | 减仓 |
| 41 | DOW | Dow Inc | -0.2% | -61.48% | 减仓 |
| 42 | SLB | Slb LTD | -0.3% | -61.91% | 减仓 |
| 43 | DINO | Hf Sinclair CORP | -0.3% | -91.34% | 减仓 |
| 44 | MRK | Merck & Co. Inc. | -0.3% | -2.41% | 减仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -6.72% | 减仓 |
| 46 | ABBV | Abbvie Inc | -0.3% | -0.88% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | -1.71% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.4% | -1.07% | 减仓 |
| 49 | PPG | Ppg Industries Inc | -0.5% | -91.95% | 减仓 |
| 50 | CCI | Crown Castle Inc | -0.8% | -78.99% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ferguson Wellman Capital Management, Inc 在 Q4 2024 季度的美股持仓总市值约为 US$81.9亿，共申报了 348 个公开持股仓位。
在 Q4 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 (7.5%)、AAPL (5.9%)、GOOGL (5.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 7.5% 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。
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$4.0亿
在 Q4 2024 季度中，Ferguson Wellman Capital Management, Inc 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 21 个仓位、减仓 29 个仓位以及清仓 0 个仓位。
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。