13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0000869353
申報總市值
US$81.9億
US$81.9億
359 檔
16.1%
在 Q3 2024 申報期間，Ferguson Wellman Capital Management, Inc（CIK: 0000869353）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$81.9億，共持有 359 個公開申報部位。
從 Q3 2024 申報觀察，Ferguson Wellman Capital Management, Inc 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, GOOGL）累計市值佔比達 16.1%，是驅動 Ferguson Wellman Capital Management, Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 359 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 7.82% | -0.34% | -0.49% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.61% | +0.17% | -0.56% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.63% | +0.57% | -0.36% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.27% | +0.34% | -6.61% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.13% | -0.10% | -0.57% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.83% | -0.19% | -0.41% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.74% | +0.29% | +887.96% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.42% | +0.09% | -0.46% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.14% | +0.02% | +34.67% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.12% | +0.08% | +1.26% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 2.08% | -0.06% | -0.05% | |
| 12 | PH | Parker Hannifin CORP | 股票-工業 | 1.96% | -0.13% | -14.32% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.94% | +0.14% | +0.54% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | +0.04% | -0.08% | |
| 15 | STT | State Street CORP | 股票-金融 | 1.76% | -0.07% | +29.06% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.75% | -0.04% | +69.86% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.59% | -0.64% | +6.63% | |
| 18 | ETR | Entergy CORP | 股票-公用事業 | 1.52% | -0.68% | -0.44% | |
| 19 | FTV | Fortive CORP | 股票-科技 | 1.51% | — | +2.76% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.45% | -0.72% | -1.18% | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 1.37% | -0.04% | -1.50% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.33% | -0.15% | -0.44% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.32% | +0.33% | -1.26% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.20% | -0.11% | -0.28% | |
| 25 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.12% | — | -1.70% | |
| 26 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.10% | +0.01% | -0.26% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.07% | +0.51% | -0.09% | |
| 28 | ✓ | 股票-其他 | 0.99% | — | -1.57% | ||
| 29 | AIG | American International Group | 股票-金融 | 0.98% | -0.07% | +0.58% | |
| 30 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.97% | — | +99.81% | |
| 31 | CCI | Crown Castle Inc | 股票-房地產 | 0.97% | — | +101.06% | |
| 32 | AEP | American Electric Power | 股票-公用事業 | 0.95% | -0.10% | +1.41% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | -0.10% | -47.13% | |
| 34 | ✓ | 股票-其他 | 0.91% | — | +2.03% | ||
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 0.91% | -0.01% | -0.04% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.89% | — | -0.43% | |
| 37 | AN | Autonation Inc | 股票-循環性消費 | 0.88% | -0.02% | +0.17% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.87% | +0.08% | +0.56% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.82% | -1.51% | EXIT | |
| 40 | TXT | Textron Inc | 股票-工業 | 0.78% | — | -0.35% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.01% | -1.21% | |
| 42 | EMR | Emerson Electric Co | 股票-工業 | 0.70% | +0.07% | -0.52% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.64% | -0.23% | -1.33% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | +0.58% | -10.74% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | +0.02% | +0.01% | |
| 46 | BRO | Brown & Brown Inc | 股票-金融 | 0.62% | — | +0.39% | |
| 47 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | -0.02% | -2.03% | |
| 48 | ✓ | 股票-其他 | 0.61% | — | — | ||
| 49 | COR | Cencora Inc | 股票-醫療保健 | 0.56% | -0.17% | -0.82% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.04% | -0.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +0.7% | +34.67% | 加碼 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建倉 |
| 3 | MRK | Merck & Co. Inc. | +0.6% | +69.86% | 加碼 |
| 4 | STT | State Street CORP | +0.6% | +29.06% | 加碼 |
| 5 | CCI | Crown Castle Inc | +0.6% | +101.06% | 加碼 |
| 6 | TMUS | T-mobile US Inc | +0.5% | +99.81% | 加碼 |
| 7 | WMT | Walmart Inc | +0.3% | +6.63% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | -0.56% | 減碼 |
| 9 | IYE | Ishares U.s. Energy ETF | +0.3% | +3857.21% | 加碼 |
| 10 | HD | Home Depot Inc | +0.2% | -0.05% | 減碼 |
| 11 | ETR | Entergy CORP | +0.2% | -0.44% | 減碼 |
| 12 | ABBV | Abbvie Inc | +0.2% | -0.46% | 減碼 |
| 13 | MDT | Medtronic plc | +0.2% | NEW | 新建倉 |
| 14 | PM | Philip Morris International | +0.2% | -1.50% | 減碼 |
| 15 | AEP | American Electric Power | +0.1% | +1.41% | 加碼 |
| 16 | VLTO | Veralto CORP | +0.1% | — | 加碼 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +0.01% | 加碼 |
| 18 | MSI | Motorola Solutions Inc | +0.1% | -0.04% | 減碼 |
| 19 | FTV | Fortive CORP | +0.1% | +2.76% | 加碼 |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.26% | 減碼 |
| 21 | NOW | Servicenow Inc | +0.1% | -0.43% | 減碼 |
| 22 | AN | Autonation Inc | +0.1% | +0.17% | 加碼 |
| 23 | BRO | Brown & Brown Inc | +0.1% | +0.39% | 加碼 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | -1.32% | 減碼 |
| 25 | MAS | Masco CORP | +0.1% | -0.83% | 減碼 |
| 26 | T | At&t Inc | +0.1% | -1.33% | 減碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | -0.98% | 減碼 |
| 28 | PH | Parker Hannifin CORP | 0% | -14.32% | 減碼 |
| 29 | AVB | Avalonbay Communities Inc | 0% | -0.26% | 減碼 |
| 30 | AVGO | Broadcom Inc | 0% | +887.96% | 加碼 |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +0.54% | 加碼 |
| 32 | TJX | Tjx Companies Inc | 0% | -0.44% | 減碼 |
| 33 | SYK | Stryker CORP | 0% | -0.28% | 減碼 |
| 34 | V | Visa Inc-class A Shares | — | -0.08% | 減碼 |
| 35 | PG | Procter & Gamble Co/the | 0% | -0.41% | 減碼 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -0.57% | 減碼 |
| 37 | PPG | Ppg Industries Inc | -0.1% | -18.61% | 減碼 |
| 38 | AAON | Aaon Inc | -0.1% | -64.00% | 減碼 |
| 39 | CVX | Chevron CORP | -0.2% | -1.18% | 減碼 |
| 40 | HON | Honeywell International Inc | -0.3% | -16.79% | 減碼 |
| 41 | LKQ | Lkq CORP | -0.3% | -97.50% | 減碼 |
| 42 | CMCSA | Comcast Corp-class A | -0.4% | -51.79% | 減碼 |
| 43 | DINO | Hf Sinclair CORP | -0.4% | -44.34% | 減碼 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | +0.56% | 加碼 |
| 45 | ABT | Abbott Laboratories | -0.5% | -50.69% | 減碼 |
| 46 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 47 | NVDA | Nvidia CORP | -0.6% | -6.61% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.7% | -47.13% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.36% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.49% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ferguson Wellman Capital Management, Inc 在 Q3 2024 季度的美股持倉總市值約為 US$81.9億，共申報了 359 個公開持股部位。
在 Q3 2024 季度，Ferguson Wellman Capital Management, Inc 按市值排列的前三大核心持股分別為：MSFT (7.8%)、AAPL (5.6%)、GOOGL (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BLK
市值: US$3146.7萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$2653.8萬
在 Q3 2024 季度中，Ferguson Wellman Capital Management, Inc 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 16 個部位、減碼 31 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 BLKCHF。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。