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
340 檔
18.4%
Ferguson Wellman Capital Management, Inc 在 Q2 2025 季度的美股仓位总计估值为 US$81.9亿，分散于 340 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Ferguson Wellman Capital Management, Inc 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 34 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
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, NVDA, AAPL 等）合计占整体申报市值的 18.4%，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 340 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 | 8.30% | -0.34% | +1.27% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.51% | +0.34% | +2.60% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.50% | +0.17% | +0.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.26% | +0.57% | +2.73% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.89% | -0.10% | -1.66% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.83% | +0.29% | +0.42% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.50% | -0.19% | +3.32% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.43% | +0.08% | +3.06% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.19% | +0.04% | +2.22% | |
| 10 | STT | State Street CORP | 股票-金融 | 2.11% | -0.07% | +3.17% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.11% | +0.09% | +0.80% | |
| 12 | PH | Parker Hannifin CORP | 股票-工业 | 2.08% | -0.13% | +3.92% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.03% | +0.14% | +1.61% | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 1.95% | -0.04% | +2.54% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.94% | -0.64% | +3.71% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.88% | -0.72% | +1.80% | |
| 17 | ETR | Entergy CORP | 股票-公用事业 | 1.81% | -0.68% | +2.81% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 1.72% | -0.06% | +0.26% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.55% | +0.58% | +1.93% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.48% | — | +2400.04% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.47% | -0.45% | +57.06% | |
| 22 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.36% | -0.15% | +2.00% | |
| 23 | UBER | Uber Technologies Inc | 股票-工业 | 1.31% | -0.80% | +41.71% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.30% | -0.08% | +17.10% | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 1.24% | -0.11% | +2.17% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | -0.06% | +4.43% | |
| 27 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.10% | — | +4.63% | |
| 28 | COR | Cencora Inc | 股票-医疗保健 | 1.10% | -0.17% | +61.53% | |
| 29 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.09% | — | -1.19% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.05% | -0.04% | +22.14% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.03% | +0.08% | -22.49% | |
| 32 | AEP | American Electric Power | 股票-公用事业 | 1.02% | -0.10% | +10.92% | |
| 33 | ✓ | 股票-其他 | 0.97% | — | -2.43% | ||
| 34 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.92% | +0.01% | +1.81% | |
| 35 | AIG | American International Group | 股票-金融 | 0.92% | -0.07% | +2.51% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.87% | +0.01% | +0.25% | |
| 37 | MSI | Motorola Solutions Inc | 股票-科技 | 0.81% | -0.01% | +3.37% | |
| 38 | ✓ | 股票-其他 | 0.81% | — | +4.90% | ||
| 39 | HON | Honeywell International Inc | 股票-工业 | 0.78% | -1.51% | EXIT | |
| 40 | T | At&t Inc | 股票-通信服务 | 0.77% | -0.23% | +1.48% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | +0.02% | +1.20% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.10% | -4.88% | |
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.67% | +0.07% | -0.50% | |
| 44 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.65% | -0.42% | +4.02% | |
| 45 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.63% | -0.02% | +1.72% | |
| 46 | BRO | Brown & Brown Inc | 股票-金融 | 0.62% | — | +2.47% | |
| 47 | ✓ | 股票-其他 | 0.59% | — | -0.20% | ||
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.57% | -0.21% | +0.41% | |
| 49 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.56% | -0.03% | +0.01% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.04% | -2.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +1.27% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.4% | +2.60% | 加仓 |
| 3 | ADP | Automatic Data Processing | +1.4% | +2400.04% | 加仓 |
| 4 | AVGO | Broadcom Inc | +1.3% | +0.42% | 加仓 |
| 5 | UBER | Uber Technologies Inc | +0.5% | +41.71% | 加仓 |
| 6 | COR | Cencora Inc | +0.4% | +61.53% | 加仓 |
| 7 | AMGN | Amgen Inc | +0.3% | +57.06% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.73% | 加仓 |
| 9 | STT | State Street CORP | +0.2% | +3.17% | 加仓 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.66% | 减仓 |
| 11 | WFC | Wells Fargo & Co | +0.2% | +17.10% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +4.43% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +3.06% | 加仓 |
| 14 | PH | Parker Hannifin CORP | +0.2% | +3.92% | 加仓 |
| 15 | SMH | Vaneck Semiconductor ETF | +0.2% | NEW | 新建仓 |
| 16 | ETN | Eaton Corporation plc | +0.1% | — | 减仓 |
| 17 | PM | Philip Morris International | +0.1% | +2.54% | 加仓 |
| 18 | WMT | Walmart Inc | +0.1% | +3.71% | 加仓 |
| 19 | MS | Morgan Stanley | +0.1% | +0.25% | 加仓 |
| 20 | COF | Capital One Financial CORP | +0.1% | +167.63% | 加仓 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +1.93% | 加仓 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +1.20% | 加仓 |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.50% | 减仓 |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +1.61% | 加仓 |
| 25 | NKE | Nike Inc -cl B | 0% | +4.02% | 加仓 |
| 26 | ADI | Analog Devices Inc | 0% | -1.22% | 减仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | -22.49% | 减仓 |
| 28 | HON | Honeywell International Inc | — | +0.60% | 加仓 |
| 29 | BLK | Blackrock Inc | — | — | 减仓 |
| 30 | AMP | Ameriprise Financial Inc | — | +0.01% | 加仓 |
| 31 | SWPPX | Schwab S&p 500 Index-sel | 0% | -1.19% | 减仓 |
| 32 | VLTO | Veralto CORP | 0% | — | 加仓 |
| 33 | SYK | Stryker CORP | 0% | +2.17% | 加仓 |
| 34 | MRK | Merck & Co. Inc. | 0% | +22.14% | 加仓 |
| 35 | AEP | American Electric Power | -0.1% | +10.92% | 加仓 |
| 36 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清仓 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.1% | -16.24% | 减仓 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.26% | 减仓 |
| 39 | BRO | Brown & Brown Inc | -0.1% | +2.47% | 加仓 |
| 40 | V | Visa Inc-class A Shares | -0.1% | +2.22% | 加仓 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -4.88% | 减仓 |
| 42 | TMUS | T-mobile US Inc | -0.2% | +4.63% | 加仓 |
| 43 | IYH | Ishares U.s. Healthcare ETF | -0.2% | -95.15% | 减仓 |
| 44 | MAS | Masco CORP | -0.3% | -94.73% | 减仓 |
| 45 | PG | Procter & Gamble Co/the | -0.4% | +3.32% | 加仓 |
| 46 | CVX | Chevron CORP | -0.5% | +1.80% | 加仓 |
| 47 | ABBV | Abbvie Inc | -0.5% | +0.80% | 加仓 |
| 48 | AAPL | Apple Inc | -0.9% | +0.32% | 加仓 |
| 49 | FTV | Fortive CORP | -1.4% | -96.04% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | -1.7% | -82.46% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Ferguson Wellman Capital Management, Inc 在 Q2 2025 季度的美股持仓总市值约为 US$81.9亿，共申报了 340 个公开持股仓位。
在 Q2 2025 季度，Ferguson Wellman Capital Management, Inc 按市值排列的前三大核心持股分别为：MSFT (8.3%)、NVDA (5.5%)、AAPL (4.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.3% 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
SMH
市值: US$851.4万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$274.1万
在 Q2 2025 季度中，Ferguson Wellman Capital Management, Inc 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 34 个仓位、减仓 14 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 SMH。 本季清仓仓位包含 DFSEUR。
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。