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
438 檔
21.2%
根據最新整理的 13F 季度數據集，Ferguson Wellman Capital Management, Inc 於 Q1 2026 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 438 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，Ferguson Wellman Capital Management, Inc 採取了強勁的買進策略，建倉與加碼動作（合計 111 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Ferguson Wellman Capital Management, Inc 的前 5 大持股（包含 ACWX, GOOGL, AAPL）貢獻了組合市值的 21.2%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 438 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 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 5.15% | -0.04% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.76% | +0.57% | -7.73% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.73% | +0.17% | +0.37% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | -0.34% | -7.34% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.47% | +0.34% | -0.52% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.01% | -0.10% | +0.42% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.97% | +0.29% | -0.89% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 2.55% | -0.72% | +0.35% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.31% | -0.21% | — | |
| 10 | ETR | Entergy CORP | 股票-公用事業 | 2.17% | -0.68% | -13.68% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | +0.08% | +14.56% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.93% | +0.09% | -0.01% | |
| 13 | MBB | Ishares Mbs ETF | ETF-其他 | 1.90% | -0.12% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.87% | +0.14% | +3.64% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.78% | -0.19% | +6.20% | |
| 16 | STT | State Street CORP | 股票-金融 | 1.75% | -0.07% | +0.21% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.66% | +0.58% | -16.91% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.62% | -0.64% | -15.32% | |
| 19 | AEP | American Electric Power | 股票-公用事業 | 1.61% | -0.10% | +1.63% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | -0.10% | +75.33% | |
| 21 | PH | Parker Hannifin CORP | 股票-工業 | 1.54% | -0.13% | +0.07% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 1.54% | -0.45% | +1.69% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.51% | -1.51% | EXIT | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.47% | +0.04% | -0.26% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | -0.06% | -0.74% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 1.09% | -0.04% | -0.81% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 1.06% | -0.08% | +1.44% | |
| 28 | IR | Ingersoll Rand Inc. | 股票-工業 | 1.05% | +0.08% | +53.16% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.04% | -0.15% | +0.22% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.92% | +0.06% | — | |
| 31 | COR | Cencora Inc | 股票-醫療保健 | 0.91% | -0.17% | +0.75% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 0.83% | -0.11% | +0.11% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.81% | -0.80% | +0.31% | |
| 34 | VTEI | Vanguard Int Tax-exempt Bond | ETF-其他 | 0.79% | -0.10% | — | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.01% | +0.77% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.67% | +0.05% | — | |
| 37 | ✓ | 股票-其他 | 0.67% | — | +0.85% | ||
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.67% | +0.08% | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.65% | +0.17% | — | |
| 40 | AIG | American International Group | 股票-金融 | 0.64% | -0.07% | -0.19% | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | -0.04% | -49.26% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.63% | -0.23% | +0.71% | |
| 43 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.56% | +0.01% | -1.49% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.54% | EXIT | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +0.85% | +8.87% | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.50% | +0.17% | -0.07% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.50% | +0.26% | +17.89% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | +0.02% | +0.54% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | -0.06% | -0.29% | |
| 50 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.46% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HON | Honeywell International Inc | +0.9% | +158.37% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.7% | +75.33% | 加碼 |
| 3 | PANW | Palo Alto Networks Inc | +0.4% | +932.67% | 加碼 |
| 4 | CVX | Chevron CORP | +0.4% | +0.35% | 加碼 |
| 5 | MCK | Mckesson CORP | +0.3% | +6759.55% | 加碼 |
| 6 | IR | Ingersoll Rand Inc. | +0.3% | +53.16% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +0.27% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.1% | +8.87% | 加碼 |
| 9 | ✓ | 0% | -1.03% | 減碼 | |
| 10 | VZ | Verizon Communications Inc | 0% | +1.91% | 加碼 |
| 11 | ✓ | 0% | +1.65% | 加碼 | |
| 12 | LMT | Lockheed Martin CORP | 0% | -0.06% | 減碼 |
| 13 | PSX | Phillips 66 | 0% | -1.24% | 減碼 |
| 14 | CASY | Casey's General Stores Inc | 0% | -1.30% | 減碼 |
| 15 | SLB | Slb LTD | 0% | -2.15% | 減碼 |
| 16 | T | At&t Inc | — | +0.71% | 加碼 |
| 17 | ADI | Analog Devices Inc | — | -0.07% | 減碼 |
| 18 | CAT | Caterpillar Inc | — | -3.13% | 減碼 |
| 19 | AMAT | Applied Materials Inc | — | -6.40% | 減碼 |
| 20 | ✓ | — | +0.74% | 加碼 | |
| 21 | COP | Conocophillips | — | -6.73% | 減碼 |
| 22 | LRCXEUR | Lam Research CORP | — | +5.57% | 加碼 |
| 23 | TXN | Texas Instruments Inc | 0% | -2.57% | 減碼 |
| 24 | WWD | Woodward Inc | 0% | -63.11% | 減碼 |
| 25 | DIS | Walt Disney Co/the | 0% | -10.88% | 減碼 |
| 26 | NKE | Nike Inc -cl B | 0% | +34.35% | 加碼 |
| 27 | ✓ | 0% | -4.07% | 減碼 | |
| 28 | ADBE | Adobe Inc | 0% | -5.51% | 減碼 |
| 29 | PGR | Progressive CORP | 0% | -26.26% | 減碼 |
| 30 | HUM | Humana Inc | 0% | -6.22% | 減碼 |
| 31 | ACN | Accenture plc | 0% | -24.33% | 減碼 |
| 32 | AXP | American Express Co | 0% | -8.60% | 減碼 |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | -17.93% | 減碼 |
| 34 | USB | US Bancorp | 0% | -17.17% | 減碼 |
| 35 | IYW | Ishares Ustechnology ETF | 0% | -4.35% | 減碼 |
| 36 | AAON | Aaon Inc | 0% | -3.12% | 減碼 |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | -1.09% | 減碼 |
| 38 | AVY | Avery Dennison CORP | 0% | -5.02% | 減碼 |
| 39 | IYC | Ishares US Consumer Discreti | 0% | -2.28% | 減碼 |
| 40 | AEP | American Electric Power | 0% | +1.63% | 加碼 |
| 41 | ✓ | 0% | +0.85% | 加碼 | |
| 42 | SCHW | Schwab (charles) CORP | 0% | +17.89% | 加碼 |
| 43 | SCHX | Schwab US Large-cap ETF | 0% | -63.04% | 減碼 |
| 44 | SCHG | Schwab US Large-cap Growth | 0% | -58.17% | 減碼 |
| 45 | TMUS | T-mobile US Inc | 0% | -71.35% | 減碼 |
| 46 | MA | Mastercard Inc - A | 0% | +0.13% | 加碼 |
| 47 | IWD | Ishares Russell 1000 Value E | 0% | -18.95% | 減碼 |
| 48 | AN | Autonation Inc | 0% | -8.91% | 減碼 |
| 49 | PEP | Pepsico Inc | 0% | -16.88% | 減碼 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ferguson Wellman Capital Management, Inc 在 Q1 2026 季度的美股持倉總市值約為 US$81.9億，共申報了 438 個公開持股部位。
在 Q1 2026 季度，Ferguson Wellman Capital Management, Inc 按市值排列的前三大核心持股分別為：ACWX (5.2%)、GOOGL (4.8%)、AAPL (4.7%)。其中最大持股部位 ACWX 佔據整體投資組合約 5.2% 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
ACWX
市值: US$3.8億
本季最大獲利了結 / 清倉標的
SWPPX
前期市值: US$7086.7萬
在 Q1 2026 季度中，Ferguson Wellman Capital Management, Inc 共進行了 200 項持倉異動，包含新建倉 68 個部位、加碼 43 個部位、減碼 65 個部位以及清倉 24 個部位。 其中最大新建倉標的為 ACWX。 本季清倉部位包含 SWPPX。
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。