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
348 檔
17.1%
根據最新整理的 13F 季度數據集，Ferguson Wellman Capital Management, Inc 於 Q4 2024 結束時的管理資產規模為 US$81.9億。該機構在本季度申報了 348 檔美股持倉，呈現出該時期的主要投資地圖。
Ferguson Wellman Capital Management, Inc 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 29 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Ferguson Wellman Capital Management, Inc 的前 5 大持股（包含 MSFT, AAPL, GOOGL）貢獻了組合市值的 17.1%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 348 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 | 7.45% | -0.34% | -1.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.88% | +0.17% | -0.86% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.13% | +0.57% | -1.35% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.70% | +0.34% | +1.21% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.57% | +0.29% | -1.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.49% | -0.10% | -0.35% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.71% | -0.19% | +0.46% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.49% | +0.08% | +1.05% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.12% | +0.09% | -0.88% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.02% | +0.14% | +3.80% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.99% | +0.04% | -0.78% | |
| 12 | STT | State Street CORP | 股票-金融 | 1.99% | -0.07% | +3.57% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.97% | -0.06% | +0.33% | |
| 14 | PH | Parker Hannifin CORP | 股票-工業 | 1.94% | -0.13% | -0.00% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.83% | -0.64% | +4.81% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.79% | +0.02% | -1.71% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.73% | -0.72% | +23.34% | |
| 18 | ETR | Entergy CORP | 股票-公用事業 | 1.71% | -0.68% | +97.89% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.47% | -0.04% | -2.41% | |
| 20 | FTV | Fortive CORP | 股票-科技 | 1.40% | — | -0.91% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.32% | -0.15% | -1.92% | |
| 22 | PM | Philip Morris International | 股票-非循環性消費 | 1.31% | -0.04% | -1.83% | |
| 23 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.18% | +0.51% | +109.43% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.18% | -0.11% | -0.31% | |
| 25 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.11% | — | -0.20% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 1.04% | — | +0.31% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.03% | — | +1.28% | |
| 28 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.03% | +0.01% | -1.99% | |
| 29 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.02% | +0.33% | -6.72% | |
| 30 | ✓ | 股票-其他 | 1.00% | — | +3.03% | ||
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.95% | +0.08% | -8.80% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 0.91% | -0.01% | -0.62% | |
| 33 | AEP | American Electric Power | 股票-公用事業 | 0.86% | -0.10% | +1.60% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.84% | -1.51% | EXIT | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.83% | +0.01% | -3.25% | |
| 36 | ✓ | 股票-其他 | 0.81% | — | -0.47% | ||
| 37 | AIG | American International Group | 股票-金融 | 0.81% | -0.07% | -15.24% | |
| 38 | AN | Autonation Inc | 股票-循環性消費 | 0.81% | -0.02% | -1.71% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | -0.10% | -4.48% | |
| 40 | EMR | Emerson Electric Co | 股票-工業 | 0.76% | +0.07% | -2.85% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.58% | -4.32% | |
| 42 | TXT | Textron Inc | 股票-工業 | 0.64% | — | -2.15% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.63% | -0.23% | -3.93% | |
| 44 | ✓ | 股票-其他 | 0.63% | — | -3.26% | ||
| 45 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.61% | -0.03% | -1.78% | |
| 46 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.60% | -0.02% | -2.20% | |
| 47 | BRO | Brown & Brown Inc | 股票-金融 | 0.59% | — | -0.98% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | +0.02% | -3.33% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.04% | +4.29% | |
| 50 | COR | Cencora Inc | 股票-醫療保健 | 0.54% | -0.17% | -0.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | -1.49% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.35% | 減碼 |
| 3 | WFC | Wells Fargo & Co | +0.5% | +1090.69% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +1.21% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +1.05% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -0.35% | 減碼 |
| 7 | CVX | Chevron CORP | +0.3% | +23.34% | 加碼 |
| 8 | AAPL | Apple Inc | +0.3% | -0.86% | 減碼 |
| 9 | AVY | Avery Dennison CORP | +0.3% | +135.57% | 加碼 |
| 10 | WMT | Walmart Inc | +0.2% | +4.81% | 加碼 |
| 11 | STT | State Street CORP | +0.2% | +3.57% | 加碼 |
| 12 | V | Visa Inc-class A Shares | +0.2% | -0.78% | 減碼 |
| 13 | ETR | Entergy CORP | +0.2% | +97.89% | 加碼 |
| 14 | AAON | Aaon Inc | +0.2% | +141.27% | 加碼 |
| 15 | NOW | Servicenow Inc | +0.2% | +0.31% | 加碼 |
| 16 | EWBC | East West Bancorp Inc | +0.1% | +29.28% | 加碼 |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | +109.43% | 加碼 |
| 18 | KMI | Kinder Morgan, Inc. | +0.1% | — | 加碼 |
| 19 | MS | Morgan Stanley | +0.1% | -3.25% | 減碼 |
| 20 | XLB | Ss Materials Select Sector | +0.1% | — | 加碼 |
| 21 | XLRE | Ss Real Estate Select Sector | +0.1% | +1309.36% | 加碼 |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.80% | 加碼 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -8.80% | 減碼 |
| 24 | TSLA | Tesla Inc | +0.1% | +1.51% | 加碼 |
| 25 | TMUS | T-mobile US Inc | +0.1% | +1.28% | 加碼 |
| 26 | EMR | Emerson Electric Co | +0.1% | -2.85% | 減碼 |
| 27 | AMP | Ameriprise Financial Inc | +0.1% | -1.78% | 減碼 |
| 28 | ADI | Analog Devices Inc | -0.1% | -2.55% | 減碼 |
| 29 | MAS | Masco CORP | -0.1% | -3.19% | 減碼 |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -7.73% | 減碼 |
| 31 | AN | Autonation Inc | -0.1% | -1.71% | 減碼 |
| 32 | AEP | American Electric Power | -0.1% | +1.60% | 加碼 |
| 33 | VLTO | Veralto CORP | -0.1% | — | 減碼 |
| 34 | FTV | Fortive CORP | -0.1% | -0.91% | 減碼 |
| 35 | HD | Home Depot Inc | -0.1% | +0.33% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | -0.1% | -11.75% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | +0.46% | 加碼 |
| 38 | TXT | Textron Inc | -0.1% | -2.15% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -4.48% | 減碼 |
| 40 | AIG | American International Group | -0.2% | -15.24% | 減碼 |
| 41 | DOW | Dow Inc | -0.2% | -61.48% | 減碼 |
| 42 | SLB | Slb LTD | -0.3% | -61.91% | 減碼 |
| 43 | DINO | Hf Sinclair CORP | -0.3% | -91.34% | 減碼 |
| 44 | MRK | Merck & Co. Inc. | -0.3% | -2.41% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -6.72% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.3% | -0.88% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | -1.71% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.4% | -1.07% | 減碼 |
| 49 | PPG | Ppg Industries Inc | -0.5% | -91.95% | 減碼 |
| 50 | CCI | Crown Castle Inc | -0.8% | -78.99% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ferguson Wellman Capital Management, Inc 在 Q4 2024 季度的美股持倉總市值約為 US$81.9億，共申報了 348 個公開持股部位。
在 Q4 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 (7.5%)、AAPL (5.9%)、GOOGL (5.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.5% 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。
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$4.0億
在 Q4 2024 季度中，Ferguson Wellman Capital Management, Inc 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 21 個部位、減碼 29 個部位以及清倉 0 個部位。
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。