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
162 檔
28.6%
Folger Nolan Fleming Douglas Capital Management, Inc 在 Q4 2024 季度的美股仓位总计估值为 US$12.2亿，分散于 162 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 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 41 个仓位并完全清仓 1 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 28.6%，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 | 11.85% | +2.61% | -0.78% | |
| 2 | DUK | Duke Energy Corporation | 股票-公用事业 | 7.86% | — | -2.53% | |
| 3 | CTVA | Corteva Inc | 股票-原材料 | 7.62% | -0.56% | -2.49% | |
| 4 | DOW | Dow Inc | 股票-原材料 | 5.01% | -1.43% | -0.04% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.27% | -4.66% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.07% | +0.13% | -4.52% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.40% | +0.34% | -3.40% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.16% | +0.08% | -8.32% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | +0.01% | -5.85% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.11% | -0.15% | -2.06% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.03% | -0.25% | -2.11% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | +0.05% | -5.52% | |
| 13 | MAR | Marriott International -cl A | 股票-周期性消费 | 1.72% | +0.05% | -0.21% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.62% | -0.32% | -1.96% | |
| 15 | ITW | Illinois Tool Works | 股票-工业 | 1.60% | -0.08% | -0.77% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.57% | -0.13% | -2.01% | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.53% | -0.06% | -2.15% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.48% | -0.28% | -1.84% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.34% | +0.29% | +1.74% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | +0.03% | +1.29% | |
| 21 | CAT | Caterpillar Inc | 股票-工业 | 1.18% | +0.66% | -1.77% | |
| 22 | CC | Chemours Co/the | 股票-原材料 | 1.18% | -0.19% | — | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.16% | -0.18% | -3.80% | |
| 24 | RTX | Rtx CORP | 股票-工业 | 1.13% | -0.18% | -0.45% | |
| 25 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 1.11% | — | -7.77% | |
| 26 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.08% | -0.14% | -3.34% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.96% | +0.03% | -1.67% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -3.00% | EXIT | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.94% | -0.08% | -2.63% | |
| 30 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.93% | -0.05% | -2.86% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.92% | +0.02% | -0.02% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.90% | +0.02% | -2.10% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.90% | -0.15% | -4.35% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | +0.07% | -20.93% | |
| 35 | WTRG | Essential Utilities Inc | 股票-公用事业 | 0.77% | -0.11% | +0.86% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.77% | +0.02% | -0.07% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.35% | -5.26% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.24% | +2.06% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.72% | -0.04% | -7.78% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.71% | — | -11.25% | |
| 41 | HON | Honeywell International Inc | 股票-工业 | 0.69% | -0.44% | EXIT | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.03% | +0.38% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.65% | -0.05% | +12.99% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.64% | -0.07% | -7.83% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | +0.06% | -0.57% | |
| 46 | FDX | Fedex CORP | 股票-工业 | 0.57% | -0.12% | -0.82% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | -0.04% | -5.78% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -4.17% | |
| 49 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.40% | +0.07% | -4.26% | |
| 50 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.36% | -0.07% | +0.23% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +1.2% | -0.78% | 减仓 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -3.40% | 减仓 |
| 3 | AAPL | Apple Inc | +0.3% | -4.52% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -8.32% | 减仓 |
| 5 | MAR | Marriott International -cl A | +0.3% | -0.21% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -5.85% | 减仓 |
| 7 | V | Visa Inc-class A Shares | +0.2% | -5.52% | 减仓 |
| 8 | CRM | Salesforce Inc | +0.2% | +68.77% | 加仓 |
| 9 | DIS | Walt Disney Co/the | +0.2% | -2.63% | 减仓 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +12.99% | 加仓 |
| 11 | WFC | Wells Fargo & Co | +0.1% | -5.78% | 减仓 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.29% | 加仓 |
| 13 | HON | Honeywell International Inc | +0.1% | -0.05% | 减仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -5.26% | 减仓 |
| 15 | TSLA | Tesla Inc | +0.1% | -7.83% | 减仓 |
| 16 | PKG | Packaging CORP Of America | +0.1% | NEW | 新建仓 |
| 17 | CHD | Church & Dwight Co Inc | +0.1% | -2.15% | 减仓 |
| 18 | CTVA | Corteva Inc | 0% | -2.49% | 减仓 |
| 19 | ITW | Illinois Tool Works | 0% | -0.77% | 减仓 |
| 20 | ABT | Abbott Laboratories | 0% | -3.80% | 减仓 |
| 21 | PG | Procter & Gamble Co/the | 0% | -2.06% | 减仓 |
| 22 | RTX | Rtx CORP | 0% | -0.45% | 减仓 |
| 23 | WTRG | Essential Utilities Inc | 0% | +0.86% | 加仓 |
| 24 | MCD | Mcdonald's CORP | 0% | -1.96% | 减仓 |
| 25 | UNP | Union Pacific CORP | 0% | -0.07% | 减仓 |
| 26 | SO | Southern Co/the | 0% | +0.04% | 加仓 |
| 27 | VNQ | Vanguard Real Estate ETF | 0% | -8.74% | 减仓 |
| 28 | AMGN | Amgen Inc | 0% | -0.49% | 减仓 |
| 29 | BDX | Becton Dickinson And Co | 0% | -2.86% | 减仓 |
| 30 | ABBV | Abbvie Inc | 0% | -2.84% | 减仓 |
| 31 | UL | Unilever PLC | 0% | EXIT | 清仓 |
| 32 | MSFT | Microsoft CORP | 0% | -4.66% | 减仓 |
| 33 | CAT | Caterpillar Inc | 0% | -1.77% | 减仓 |
| 34 | XOM | Exxon Mobil CORP | 0% | -2.16% | 减仓 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -4.26% | 减仓 |
| 36 | LH | Labcorp Holdings Inc | -0.1% | -55.40% | 减仓 |
| 37 | IBB | Ishares Biotechnology ETF | -0.1% | -2.10% | 减仓 |
| 38 | NVDA | Nvidia CORP | -0.1% | -20.93% | 减仓 |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | +1.74% | 加仓 |
| 40 | PEP | Pepsico Inc | -0.1% | -1.84% | 减仓 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -2.11% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -2.01% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -7.78% | 减仓 |
| 44 | ADBE | Adobe Inc | -0.1% | -7.83% | 减仓 |
| 45 | INTC | Intel CORP | -0.1% | -62.90% | 减仓 |
| 46 | CC | Chemours Co/the | -0.2% | — | 不变 |
| 47 | NEE | Nextera Energy Inc | -0.2% | -4.35% | 减仓 |
| 48 | IFF | Intl Flavors & Fragrances | -0.3% | -7.77% | 减仓 |
| 49 | DUK | Duke Energy Corporation | -1% | -2.53% | 减仓 |
| 50 | DOW | Dow Inc | -1.4% | -0.04% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Folger Nolan Fleming Douglas Capital Management, Inc 在 Q4 2024 季度的美股持仓总市值约为 US$12.2亿，共申报了 162 个公开持股仓位。
在 Q4 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 (11.8%)、DUK (7.9%)、CTVA (7.6%)。其中最大持股仓位 VGT 占据整体投资组合约 11.8% 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
PKG
市值: US$54.7万
本季最大获利了结 / 清仓标的
UL
前期市值: US$33.0万
在 Q4 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 1 个仓位、加仓 6 个仓位、减仓 41 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 PKG。 本季清仓仓位包含 UL。
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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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。