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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000869353
申报总市值
US$81.9亿
US$81.9亿
354 檔
21.4%
根据最新整理的 13F 季度数据集，Ferguson Wellman Capital Management, Inc 于 Q3 2025 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 354 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 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 2 个新仓位，并对 29 个既有持股进行加仓（合计增持 31 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, GOOGL 等）合计占整体申报市值的 21.4%，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 354 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 | 8.15% | -0.34% | +2.31% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.69% | +0.34% | -5.19% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.44% | +0.57% | +0.49% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.09% | +0.17% | -1.14% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.09% | +0.29% | -3.13% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.79% | -0.10% | -2.66% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.43% | +0.09% | +0.51% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.25% | +0.08% | +0.63% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.24% | -0.19% | +0.77% | |
| 10 | STT | State Street CORP | 股票-金融 | 2.15% | -0.07% | +1.26% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.12% | +0.14% | +5.11% | |
| 12 | ETR | Entergy CORP | 股票-公用事业 | 1.96% | -0.68% | +5.18% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.94% | +0.04% | +0.06% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.89% | -0.72% | +0.57% | |
| 15 | ADP | Automatic Data Processing | 股票-科技 | 1.87% | — | +44.19% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.87% | -0.64% | -1.14% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.73% | -0.06% | -1.44% | |
| 18 | AEP | American Electric Power | 股票-公用事业 | 1.55% | -0.10% | +52.08% | |
| 19 | PH | Parker Hannifin CORP | 股票-工业 | 1.54% | -0.13% | -26.01% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.46% | +0.58% | +3.95% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 1.41% | -0.45% | +2.67% | |
| 22 | UBER | Uber Technologies Inc | 股票-工业 | 1.29% | -0.80% | +1.29% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.27% | -0.08% | +1.28% | |
| 24 | PM | Philip Morris International | 股票-非周期性消费 | 1.27% | -0.04% | -20.60% | |
| 25 | IR | Ingersoll Rand Inc. | 股票-工业 | 1.15% | +0.08% | +3112.27% | |
| 26 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.10% | -0.15% | -25.03% | |
| 27 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.09% | — | +501.94% | |
| 28 | SYK | Stryker CORP | 股票-医疗保健 | 1.08% | -0.11% | +0.77% | |
| 29 | COR | Cencora Inc | 股票-医疗保健 | 1.06% | -0.17% | +0.35% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.06% | -0.06% | +2.14% | |
| 31 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.03% | — | +0.72% | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.02% | -0.04% | -0.97% | |
| 33 | ✓ | 股票-其他 | 0.92% | — | -1.13% | ||
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.91% | +0.08% | -0.42% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.90% | +0.01% | -0.04% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.81% | -0.10% | +0.61% | |
| 37 | MSI | Motorola Solutions Inc | 股票-科技 | 0.81% | -0.01% | -0.07% | |
| 38 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.81% | +0.01% | +0.35% | |
| 39 | AIG | American International Group | 股票-金融 | 0.78% | -0.07% | +0.34% | |
| 40 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.71% | -0.42% | +21.20% | |
| 41 | T | At&t Inc | 股票-通信服务 | 0.71% | -0.23% | +2.33% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | +0.02% | +1.87% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.65% | -1.51% | EXIT | |
| 44 | EMR | Emerson Electric Co | 股票-工业 | 0.62% | +0.07% | +2.24% | |
| 45 | ✓ | 股票-其他 | 0.62% | — | +1.54% | ||
| 46 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.57% | -0.02% | +0.84% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | -0.04% | +0.21% | |
| 48 | BRO | Brown & Brown Inc | 股票-金融 | 0.48% | — | -0.34% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | -0.10% | -0.83% | |
| 50 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.48% | -0.03% | -0.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +1.8% | +44.19% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.6% | -5.19% | 减仓 |
| 3 | AVGO | Broadcom Inc | +1.5% | -3.13% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.4% | +0.49% | 加仓 |
| 5 | MSFT | Microsoft CORP | +1.3% | +2.31% | 加仓 |
| 6 | IR | Ingersoll Rand Inc. | +1.1% | +3112.27% | 加仓 |
| 7 | UBER | Uber Technologies Inc | +0.5% | +1.29% | 加仓 |
| 8 | AEP | American Electric Power | +0.5% | +52.08% | 加仓 |
| 9 | COR | Cencora Inc | +0.4% | +0.35% | 加仓 |
| 10 | ACN | Accenture plc | +0.3% | +1408.22% | 加仓 |
| 11 | AMGN | Amgen Inc | +0.3% | +2.67% | 加仓 |
| 12 | STT | State Street CORP | +0.3% | +1.26% | 加仓 |
| 13 | WFC | Wells Fargo & Co | +0.2% | +1.28% | 加仓 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.11% | 加仓 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +2.14% | 加仓 |
| 16 | MS | Morgan Stanley | +0.1% | -0.04% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -2.66% | 减仓 |
| 18 | ✓ | +0.1% | -1.13% | 减仓 | |
| 19 | NKE | Nike Inc -cl B | +0.1% | +21.20% | 加仓 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -1.05% | 减仓 |
| 21 | MU | Micron Technology Inc | 0% | +5.52% | 减仓 |
| 22 | ✓ | 0% | +1.54% | 加仓 | |
| 23 | VZ | Verizon Communications Inc | 0% | +36.71% | 加仓 |
| 24 | WMT | Walmart Inc | 0% | -1.14% | 加仓 |
| 25 | EMR | Emerson Electric Co | 0% | +2.24% | 加仓 |
| 26 | AMZN | Amazon.com Inc | — | +0.63% | 加仓 |
| 27 | ADI | Analog Devices Inc | — | -0.91% | 减仓 |
| 28 | SWPPX | Schwab S&p 500 Index-sel | 0% | +501.94% | 加仓 |
| 29 | IBM | Intl Business Machines CORP | 0% | +1.87% | 加仓 |
| 30 | ETR | Entergy CORP | 0% | +5.18% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | 0% | +3.95% | 加仓 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -0.97% | 加仓 |
| 33 | HD | Home Depot Inc | -0.2% | -1.44% | 减仓 |
| 34 | ABBV | Abbvie Inc | -0.2% | +0.51% | 加仓 |
| 35 | ABT | Abbott Laboratories | -0.2% | -21.59% | 减仓 |
| 36 | IYH | Ishares U.s. Healthcare ETF | -0.2% | -1.31% | 减仓 |
| 37 | AAPL | Apple Inc | -0.3% | -1.14% | 减仓 |
| 38 | BRO | Brown & Brown Inc | -0.3% | -0.34% | 加仓 |
| 39 | MAS | Masco CORP | -0.3% | -3.08% | 减仓 |
| 40 | TJX | Tjx Companies Inc | -0.4% | -25.03% | 减仓 |
| 41 | AVY | Avery Dennison CORP | -0.4% | -79.33% | 减仓 |
| 42 | CVX | Chevron CORP | -0.5% | +0.57% | 加仓 |
| 43 | PM | Philip Morris International | -0.6% | -20.60% | 减仓 |
| 44 | PG | Procter & Gamble Co/the | -0.6% | +0.77% | 加仓 |
| 45 | ✓ | -0.8% | -97.48% | 减仓 | |
| 46 | FTV | Fortive CORP | -1.4% | -87.95% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | -1.8% | -14.36% | 减仓 |
| 48 | NRG | Nrg Energy Inc | — | NEW | 新建仓 |
| 49 | SMH | Vaneck Semiconductor ETF | — | NEW | 新建仓 |
| 50 | DOW | Dow Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Ferguson Wellman Capital Management, Inc 在 Q3 2025 季度的美股持仓总市值约为 US$81.9亿，共申报了 354 个公开持股仓位。
在 Q3 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 (8.2%)、NVDA (5.7%)、GOOGL (5.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 8.2% 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
NRG
市值: US$2526.8万
本季最大获利了结 / 清仓标的
DOW
前期市值: US$928.4万
在 Q3 2025 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 29 个仓位、减仓 18 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 NRG。 本季清仓仓位包含 DOW。
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。