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: 0000885415
申报总市值
US$12.2亿
US$12.2亿
167 檔
31.3%
根据最新整理的 13F 季度数据集，Folger Nolan Fleming Douglas Capital Management, Inc 于 Q3 2024 结束时的管理资产规模为 US$12.2亿。该机构在本季度申报了 167 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Folger Nolan Fleming Douglas 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 39 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，Folger Nolan Fleming Douglas Capital Management, Inc 的前 5 大核心持股（包含 VGT, DUK, CTVA 等）合计占整体申报市值的 31.3%，反映机构在主要关键仓位上的权重分布。
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 10.62% | +2.61% | -0.75% | |
| 2 | DUK | Duke Energy Corporation | 股票-公用事业 | 8.89% | — | -2.34% | |
| 3 | CTVA | Corteva Inc | 股票-原材料 | 7.60% | -0.56% | +0.00% | |
| 4 | DOW | Dow Inc | 股票-原材料 | 6.43% | -1.43% | -3.22% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | -0.27% | -3.79% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.74% | +0.13% | -7.20% | |
| 7 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.15% | -0.25% | -3.01% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.10% | -0.15% | -2.13% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.05% | +0.34% | -2.81% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.88% | +0.08% | -5.36% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | +0.01% | -4.58% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.69% | -0.13% | -1.31% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | +0.05% | -1.07% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.63% | -0.32% | -0.44% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.59% | -0.28% | -1.28% | |
| 16 | ITW | Illinois Tool Works | 股票-工业 | 1.58% | -0.08% | +0.59% | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.47% | -0.06% | -1.73% | |
| 18 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.45% | +0.05% | +0.36% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.43% | +0.29% | +1.17% | |
| 20 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 1.41% | — | -9.08% | |
| 21 | CC | Chemours Co/the | 股票-原材料 | 1.33% | -0.19% | -0.42% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.22% | +0.66% | -4.73% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.14% | -0.18% | +0.23% | |
| 24 | RTX | Rtx CORP | 股票-工业 | 1.12% | -0.18% | -0.39% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | +0.03% | +15.87% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.05% | -0.15% | -1.83% | |
| 27 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.01% | -0.14% | -1.63% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -3.00% | EXIT | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.96% | +0.02% | +0.46% | |
| 30 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.96% | -0.05% | -3.29% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.92% | +0.03% | -0.80% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.07% | -5.46% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.86% | +0.02% | -1.08% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.84% | -0.04% | -3.13% | |
| 35 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.79% | -0.08% | +1.14% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.78% | +0.02% | -2.17% | |
| 37 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.76% | -0.11% | +0.44% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.76% | -0.07% | -0.16% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.24% | -1.47% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.69% | — | -5.02% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.35% | -3.37% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.62% | +0.03% | -1.26% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | +0.06% | -0.97% | |
| 44 | HON | Honeywell International Inc | 股票-工业 | 0.59% | -0.44% | EXIT | |
| 45 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.53% | -0.05% | +21.40% | |
| 46 | FDX | Fedex CORP | 股票-工业 | 0.53% | -0.12% | -0.91% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.04% | -3.77% | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | +0.07% | -0.97% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -1.91% | |
| 50 | SO | Southern Co/the | 股票-公用事业 | 0.37% | -0.04% | -0.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy Corporation | +0.4% | -2.34% | 减仓 |
| 2 | CTVA | Corteva Inc | +0.4% | +0.00% | 加仓 |
| 3 | LOW | Lowe's Cos Inc | +0.3% | -3.01% | 减仓 |
| 4 | MCD | Mcdonald's CORP | +0.2% | -0.44% | 减仓 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +15.87% | 加仓 |
| 6 | RTX | Rtx CORP | +0.2% | -0.39% | 减仓 |
| 7 | UNH | Unitedhealth Group Inc | +0.2% | +1.17% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +21.40% | 加仓 |
| 9 | NEE | Nextera Energy Inc | +0.1% | -1.83% | 减仓 |
| 10 | ITW | Illinois Tool Works | +0.1% | +0.59% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -1.31% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | -4.73% | 减仓 |
| 13 | ABT | Abbott Laboratories | +0.1% | +0.23% | 加仓 |
| 14 | AXP | American Express Co | +0.1% | -5.02% | 减仓 |
| 15 | KEL | Kellanova | +0.1% | -8.39% | 减仓 |
| 16 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.80% | 减仓 |
| 17 | CRM | Salesforce Inc | 0% | +60.20% | 加仓 |
| 18 | SO | Southern Co/the | 0% | -0.97% | 减仓 |
| 19 | ATO | Atmos Energy CORP | 0% | -2.75% | 减仓 |
| 20 | WMT | Walmart Inc | 0% | -0.10% | 减仓 |
| 21 | VO | Vanguard Mid-cap ETF | 0% | -1.08% | 减仓 |
| 22 | IBB | Ishares Biotechnology ETF | 0% | +0.46% | 加仓 |
| 23 | CSCO | Cisco Systems Inc | 0% | -3.37% | 减仓 |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | -0.97% | 减仓 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.91% | 减仓 |
| 26 | TSLA | Tesla Inc | 0% | +2.90% | 加仓 |
| 27 | MMM | 3m Co | 0% | -6.65% | 减仓 |
| 28 | ABBV | Abbvie Inc | 0% | -1.53% | 减仓 |
| 29 | UNP | Union Pacific CORP | 0% | -2.17% | 减仓 |
| 30 | VB | Vanguard Small-cap ETF | 0% | -1.26% | 减仓 |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 32 | V | Visa Inc-class A Shares | 0% | -1.07% | 减仓 |
| 33 | PG | Procter & Gamble Co/the | 0% | -2.13% | 减仓 |
| 34 | MAR | Marriott International -cl A | 0% | +0.36% | 加仓 |
| 35 | AAPL | Apple Inc | 0% | -7.20% | 减仓 |
| 36 | INTU | Intuit Inc | -0.1% | -13.37% | 减仓 |
| 37 | WFC | Wells Fargo & Co | -0.1% | -3.77% | 减仓 |
| 38 | FDX | Fedex CORP | -0.1% | -0.91% | 减仓 |
| 39 | ADBE | Adobe Inc | -0.1% | -0.16% | 减仓 |
| 40 | CVX | Chevron CORP | -0.1% | -1.47% | 减仓 |
| 41 | HON | Honeywell International Inc | -0.1% | -4.99% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.1% | -5.46% | 减仓 |
| 43 | TROW | T Rowe Price Group Inc | -0.1% | -1.63% | 减仓 |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -3.13% | 减仓 |
| 45 | INTC | Intel CORP | -0.2% | -18.41% | 减仓 |
| 46 | CC | Chemours Co/the | -0.2% | -0.42% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.3% | -5.36% | 减仓 |
| 48 | VGT | Vanguard Info Tech ETF | -0.3% | -0.75% | 减仓 |
| 49 | GOOG | Alphabet Inc-cl C | -0.4% | -2.81% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.5% | -3.79% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Folger Nolan Fleming Douglas Capital Management, Inc 在 Q3 2024 季度的美股持仓总市值约为 US$12.2亿，共申报了 167 个公开持股仓位。
在 Q3 2024 季度，Folger Nolan Fleming Douglas Capital Management, Inc 按市值排列的前三大核心持股分别为：VGT (10.6%)、DUK (8.9%)、CTVA (7.6%)。其中最大持股仓位 VGT 占据整体投资组合约 10.6% 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
VGT
前期市值: US$1.1亿
在 Q3 2024 季度中，Folger Nolan Fleming Douglas Capital Management, Inc 共进行了 49 项持仓异动，包含新建仓 0 个仓位、加仓 10 个仓位、减仓 39 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。
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