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$83.8亿
US$83.8亿
442 檔
23.9%
Q2 2026 季度申报显示，Ferguson Wellman Capital Management, Inc 披露的美股组合总市值为 US$83.8亿，涵盖 442 个不同之权益投资仓位。
Ferguson Wellman Capital Management, Inc 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 22 个全新仓位及加仓 76 档持股的同时，亦同步清仓 3 档并减仓 88 档标的。
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 GOOGL, ACWX, AAPL 等）合计占整体申报市值的 23.9%，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 442 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.33% | -0.29% | +0.91% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 5.11% | -0.25% | -0.09% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.90% | +0.32% | +1.69% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.81% | +0.62% | +5.08% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | +1.67% | +2.90% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.26% | -0.31% | +0.91% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.91% | -0.50% | -2.76% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.24% | -0.23% | -0.29% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.17% | +0.07% | +1.52% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.10% | -0.08% | +2.43% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.02% | +0.03% | +0.98% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.01% | +0.02% | +4.64% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.83% | +0.39% | +0.49% | |
| 14 | MBB | Ishares Mbs ETF | ETF-其他 | 1.78% | +0.05% | +5.63% | |
| 15 | STT | State Street CORP | 股票-金融 | 1.67% | -0.02% | -19.92% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.59% | -0.16% | -1.45% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | +0.04% | +1.19% | |
| 18 | AEP | American Electric Power | 股票-公用事业 | 1.51% | -0.52% | +0.30% | |
| 19 | ETR | Entergy CORP | 股票-公用事业 | 1.49% | -0.30% | -24.88% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.47% | +0.64% | +0.80% | |
| 21 | PH | Parker Hannifin CORP | 股票-工业 | 1.41% | -0.14% | -5.79% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 1.36% | -0.09% | -12.12% | |
| 23 | IR | Ingersoll Rand Inc. | 股票-工业 | 1.13% | +0.05% | +2.64% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | -0.27% | -0.28% | |
| 25 | AMGN | Amgen Inc | 股票-医疗保健 | 1.09% | +0.14% | -22.61% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 1.05% | +0.04% | -1.29% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.98% | -0.03% | -0.39% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.98% | -0.09% | -25.59% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.98% | -0.10% | -1.08% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.94% | +0.07% | +14.45% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.89% | -0.10% | +1.24% | |
| 32 | CMI | Cummins Inc | 股票-工业 | 0.87% | -0.50% | — | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.82% | -0.17% | +0.28% | |
| 34 | ✓ | 股票-其他 | 0.81% | -0.53% | — | ||
| 35 | ✓ | 股票-其他 | 0.80% | -0.71% | — | ||
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.76% | +0.06% | +72.53% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.75% | -0.01% | +4.45% | |
| 38 | MS | Morgan Stanley | 股票-金融 | 0.74% | -0.09% | -10.63% | |
| 39 | COR | Cencora Inc | 股票-医疗保健 | 0.74% | +0.03% | +1.02% | |
| 40 | SYK | Stryker CORP | 股票-医疗保健 | 0.72% | -0.63% | +1.18% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.72% | +0.14% | +0.30% | |
| 42 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.72% | +0.09% | +113.97% | |
| 43 | VTEI | Vanguard Int Tax-exempt Bond | ETF-其他 | 0.69% | -0.03% | -3.19% | |
| 44 | ADI | Analog Devices Inc | 股票-科技 | 0.67% | -0.01% | +19.35% | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.59% | +0.05% | -2.41% | |
| 46 | AVB | Avalonbay Communities Inc | 股票-房地产 | 0.57% | -0.57% | EXIT | |
| 47 | AIG | American International Group | 股票-金融 | 0.57% | -0.02% | -0.47% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | -0.12% | -0.00% | |
| 49 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.49% | — | -0.10% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.49% | -0.03% | +58.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CMI | Cummins Inc | +0.9% | NEW | 新建仓 |
| 2 | MU | Micron Technology Inc | +0.9% | -12.12% | 减仓 |
| 3 | ✓ | +0.8% | NEW | 新建仓 | |
| 4 | ✓ | +0.8% | NEW | 新建仓 | |
| 5 | CSCO | Cisco Systems Inc | +0.6% | -0.29% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.91% | 加仓 |
| 7 | PANW | Palo Alto Networks Inc | +0.5% | +14.45% | 加仓 |
| 8 | ✓ | +0.4% | NEW | 新建仓 | |
| 9 | FCX | Freeport-mcmoran Inc | +0.4% | +113.97% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.3% | +5.08% | 加仓 |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.3% | +247.26% | 加仓 |
| 12 | AVGO | Broadcom Inc | +0.3% | +0.91% | 加仓 |
| 13 | DPZ | Domino's Pizza Inc | +0.3% | +3315.25% | 加仓 |
| 14 | SCHW | Schwab (charles) CORP | +0.3% | +72.53% | 加仓 |
| 15 | TXN | Texas Instruments Inc | +0.3% | +58.77% | 加仓 |
| 16 | AAPL | Apple Inc | +0.2% | +1.69% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.28% | 加仓 |
| 18 | ADI | Analog Devices Inc | +0.2% | +19.35% | 加仓 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.64% | 加仓 |
| 20 | SCCO | Southern Copper CORP | +0.1% | +148.22% | 加仓 |
| 21 | ABBV | Abbvie Inc | +0.1% | +0.98% | 加仓 |
| 22 | AMZN | Amazon.com Inc | +0.1% | +1.52% | 加仓 |
| 23 | IR | Ingersoll Rand Inc. | +0.1% | +2.64% | 加仓 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +4.45% | 加仓 |
| 25 | SMH | Vaneck Semiconductor ETF | +0.1% | -1.15% | 减仓 |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.09% | 减仓 |
| 27 | EMR | Emerson Electric Co | +0.1% | +21.25% | 加仓 |
| 28 | APP | Applovin Corp-class A | +0.1% | +2.99% | 加仓 |
| 29 | CAT | Caterpillar Inc | +0.1% | +0.87% | 加仓 |
| 30 | AMAT | Applied Materials Inc | +0.1% | +0.29% | 加仓 |
| 31 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.08% | 减仓 |
| 32 | SIEGY | Siemens Ag-spons Adr | +0.1% | +0.31% | 加仓 |
| 33 | INTC | Intel CORP | +0.1% | +24.27% | 加仓 |
| 34 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.30% | 加仓 |
| 35 | BCS | Barclays Plc-spons Adr | +0.1% | +1.10% | 加仓 |
| 36 | V | Visa Inc-class A Shares | 0% | +1.19% | 加仓 |
| 37 | LLY | Eli Lilly & Co | 0% | +0.98% | 加仓 |
| 38 | AAON | Aaon Inc | 0% | -9.57% | 减仓 |
| 39 | XLK | Ss Technology Select Sector | 0% | +0.55% | 加仓 |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | +0.60% | 加仓 |
| 41 | SMFG | Sumitomo Mitsui-spons Adr | 0% | -0.10% | 减仓 |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -1.98% | 减仓 |
| 43 | LRCXEUR | Lam Research CORP | 0% | +16.86% | 加仓 |
| 44 | HUM | Humana Inc | 0% | -1.05% | 减仓 |
| 45 | IBM | Intl Business Machines CORP | 0% | -0.00% | 减仓 |
| 46 | EWBC | East West Bancorp Inc | 0% | -1.29% | 减仓 |
| 47 | UNH | Unitedhealth Group Inc | 0% | -9.58% | 减仓 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.33% | 减仓 |
| 49 | GLW | Corning Inc | 0% | +3.77% | 加仓 |
| 50 | POR | Portland General Electric Co | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Ferguson Wellman Capital Management, Inc 在 Q2 2026 季度的美股持仓总市值约为 US$83.8亿，共申报了 442 个公开持股仓位。
在 Q2 2026 季度，Ferguson Wellman Capital Management, Inc 按市值排列的前三大核心持股分别为：GOOGL (5.3%)、ACWX (5.1%)、AAPL (4.9%)。其中最大持股仓位 GOOGL 占据整体投资组合约 5.3% 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
CMI
市值: US$7097.2万
本季最大获利了结 / 清仓标的
HON
前期市值: US$1.1亿
在 Q2 2026 季度中，Ferguson Wellman Capital Management, Inc 共进行了 189 项持仓异动，包含新建仓 22 个仓位、加仓 76 个仓位、减仓 88 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 CMI。 本季清仓仓位包含 HON。
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。