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
340 檔
18.4%
Ferguson Wellman Capital Management, Inc 在 Q2 2025 季度的美股部位總計估值為 US$81.9億，分散於 340 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Ferguson Wellman Capital Management, Inc 積極進場，新開立 1 個部位並同步加碼 34 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AAPL）累計市值佔比達 18.4%，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 340 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 | 8.30% | -0.34% | +1.27% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.51% | +0.34% | +2.60% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.50% | +0.17% | +0.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.26% | +0.57% | +2.73% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.89% | -0.10% | -1.66% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.83% | +0.29% | +0.42% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.50% | -0.19% | +3.32% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.43% | +0.08% | +3.06% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.19% | +0.04% | +2.22% | |
| 10 | STT | State Street CORP | 股票-金融 | 2.11% | -0.07% | +3.17% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.11% | +0.09% | +0.80% | |
| 12 | PH | Parker Hannifin CORP | 股票-工業 | 2.08% | -0.13% | +3.92% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.03% | +0.14% | +1.61% | |
| 14 | PM | Philip Morris International | 股票-非循環性消費 | 1.95% | -0.04% | +2.54% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.94% | -0.64% | +3.71% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.88% | -0.72% | +1.80% | |
| 17 | ETR | Entergy CORP | 股票-公用事業 | 1.81% | -0.68% | +2.81% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.72% | -0.06% | +0.26% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.55% | +0.58% | +1.93% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.48% | — | +2400.04% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.47% | -0.45% | +57.06% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.36% | -0.15% | +2.00% | |
| 23 | UBER | Uber Technologies Inc | 股票-工業 | 1.31% | -0.80% | +41.71% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.30% | -0.08% | +17.10% | |
| 25 | SYK | Stryker CORP | 股票-醫療保健 | 1.24% | -0.11% | +2.17% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.13% | -0.06% | +4.43% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.10% | — | +4.63% | |
| 28 | COR | Cencora Inc | 股票-醫療保健 | 1.10% | -0.17% | +61.53% | |
| 29 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 1.09% | — | -1.19% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.05% | -0.04% | +22.14% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.03% | +0.08% | -22.49% | |
| 32 | AEP | American Electric Power | 股票-公用事業 | 1.02% | -0.10% | +10.92% | |
| 33 | ✓ | 股票-其他 | 0.97% | — | -2.43% | ||
| 34 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.92% | +0.01% | +1.81% | |
| 35 | AIG | American International Group | 股票-金融 | 0.92% | -0.07% | +2.51% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.87% | +0.01% | +0.25% | |
| 37 | MSI | Motorola Solutions Inc | 股票-科技 | 0.81% | -0.01% | +3.37% | |
| 38 | ✓ | 股票-其他 | 0.81% | — | +4.90% | ||
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.78% | -1.51% | EXIT | |
| 40 | T | At&t Inc | 股票-通訊服務 | 0.77% | -0.23% | +1.48% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | +0.02% | +1.20% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | -0.10% | -4.88% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.67% | +0.07% | -0.50% | |
| 44 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.65% | -0.42% | +4.02% | |
| 45 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.63% | -0.02% | +1.72% | |
| 46 | BRO | Brown & Brown Inc | 股票-金融 | 0.62% | — | +2.47% | |
| 47 | ✓ | 股票-其他 | 0.59% | — | -0.20% | ||
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.57% | -0.21% | +0.41% | |
| 49 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.56% | -0.03% | +0.01% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.04% | -2.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +1.27% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.4% | +2.60% | 加碼 |
| 3 | ADP | Automatic Data Processing | +1.4% | +2400.04% | 加碼 |
| 4 | AVGO | Broadcom Inc | +1.3% | +0.42% | 加碼 |
| 5 | UBER | Uber Technologies Inc | +0.5% | +41.71% | 加碼 |
| 6 | COR | Cencora Inc | +0.4% | +61.53% | 加碼 |
| 7 | AMGN | Amgen Inc | +0.3% | +57.06% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.73% | 加碼 |
| 9 | STT | State Street CORP | +0.2% | +3.17% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.66% | 減碼 |
| 11 | WFC | Wells Fargo & Co | +0.2% | +17.10% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +4.43% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +3.06% | 加碼 |
| 14 | PH | Parker Hannifin CORP | +0.2% | +3.92% | 加碼 |
| 15 | SMH | Vaneck Semiconductor ETF | +0.2% | NEW | 新建倉 |
| 16 | ETN | Eaton Corporation plc | +0.1% | — | 減碼 |
| 17 | PM | Philip Morris International | +0.1% | +2.54% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | +3.71% | 加碼 |
| 19 | MS | Morgan Stanley | +0.1% | +0.25% | 加碼 |
| 20 | COF | Capital One Financial CORP | +0.1% | +167.63% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +1.93% | 加碼 |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +1.20% | 加碼 |
| 23 | EMR | Emerson Electric Co | +0.1% | -0.50% | 減碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +1.61% | 加碼 |
| 25 | NKE | Nike Inc -cl B | 0% | +4.02% | 加碼 |
| 26 | ADI | Analog Devices Inc | 0% | -1.22% | 減碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | 0% | -22.49% | 減碼 |
| 28 | HON | Honeywell International Inc | — | +0.60% | 加碼 |
| 29 | BLK | Blackrock Inc | — | — | 減碼 |
| 30 | AMP | Ameriprise Financial Inc | — | +0.01% | 加碼 |
| 31 | SWPPX | Schwab S&p 500 Index-sel | 0% | -1.19% | 減碼 |
| 32 | VLTO | Veralto CORP | 0% | — | 加碼 |
| 33 | SYK | Stryker CORP | 0% | +2.17% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | 0% | +22.14% | 加碼 |
| 35 | AEP | American Electric Power | -0.1% | +10.92% | 加碼 |
| 36 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清倉 |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.1% | -16.24% | 減碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.26% | 減碼 |
| 39 | BRO | Brown & Brown Inc | -0.1% | +2.47% | 加碼 |
| 40 | V | Visa Inc-class A Shares | -0.1% | +2.22% | 加碼 |
| 41 | JNJ | Johnson & Johnson | -0.2% | -4.88% | 減碼 |
| 42 | TMUS | T-mobile US Inc | -0.2% | +4.63% | 加碼 |
| 43 | IYH | Ishares U.s. Healthcare ETF | -0.2% | -95.15% | 減碼 |
| 44 | MAS | Masco CORP | -0.3% | -94.73% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | -0.4% | +3.32% | 加碼 |
| 46 | CVX | Chevron CORP | -0.5% | +1.80% | 加碼 |
| 47 | ABBV | Abbvie Inc | -0.5% | +0.80% | 加碼 |
| 48 | AAPL | Apple Inc | -0.9% | +0.32% | 加碼 |
| 49 | FTV | Fortive CORP | -1.4% | -96.04% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -1.7% | -82.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ferguson Wellman Capital Management, Inc 在 Q2 2025 季度的美股持倉總市值約為 US$81.9億，共申報了 340 個公開持股部位。
在 Q2 2025 季度，Ferguson Wellman Capital Management, Inc 按市值排列的前三大核心持股分別為：MSFT (8.3%)、NVDA (5.5%)、AAPL (4.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.3% 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
SMH
市值: US$851.4萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$274.1萬
在 Q2 2025 季度中，Ferguson Wellman Capital Management, Inc 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 34 個部位、減碼 14 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SMH。 本季清倉部位包含 DFSEUR。
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。