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: 0000885415
申報總市值
US$12.2億
US$12.2億
167 檔
31.3%
根據最新整理的 13F 季度數據集，Folger Nolan Fleming Douglas Capital Management, Inc 於 Q3 2024 結束時的管理資產規模為 US$12.2億。該機構在本季度申報了 167 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Folger Nolan Fleming Douglas Capital Management, Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 39 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 VGT, DUK, CTVA）占據了總市值的 31.3%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 10.62% | +2.61% | -0.75% | |
| 2 | DUK | Duke Energy Corporation | 股票-公用事業 | 8.89% | — | -2.34% | |
| 3 | CTVA | Corteva Inc | 股票-原物料 | 7.60% | -0.56% | +0.00% | |
| 4 | DOW | Dow Inc | 股票-原物料 | 6.43% | -1.43% | -3.22% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.26% | -0.27% | -3.79% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.74% | +0.13% | -7.20% | |
| 7 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.15% | -0.25% | -3.01% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.10% | -0.15% | -2.13% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.05% | +0.34% | -2.81% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.88% | +0.08% | -5.36% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | +0.01% | -4.58% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.69% | -0.13% | -1.31% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | +0.05% | -1.07% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.63% | -0.32% | -0.44% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.59% | -0.28% | -1.28% | |
| 16 | ITW | Illinois Tool Works | 股票-工業 | 1.58% | -0.08% | +0.59% | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.47% | -0.06% | -1.73% | |
| 18 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.45% | +0.05% | +0.36% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.43% | +0.29% | +1.17% | |
| 20 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.41% | — | -9.08% | |
| 21 | CC | Chemours Co/the | 股票-原物料 | 1.33% | -0.19% | -0.42% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 1.22% | +0.66% | -4.73% | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.14% | -0.18% | +0.23% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.12% | -0.18% | -0.39% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.08% | +0.03% | +15.87% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.05% | -0.15% | -1.83% | |
| 27 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.01% | -0.14% | -1.63% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -3.00% | EXIT | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.96% | +0.02% | +0.46% | |
| 30 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.96% | -0.05% | -3.29% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.92% | +0.03% | -0.80% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.07% | -5.46% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.86% | +0.02% | -1.08% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | -0.04% | -3.13% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.79% | -0.08% | +1.14% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.78% | +0.02% | -2.17% | |
| 37 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.76% | -0.11% | +0.44% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.76% | -0.07% | -0.16% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.24% | -1.47% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.69% | — | -5.02% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | +0.35% | -3.37% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.62% | +0.03% | -1.26% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | +0.06% | -0.97% | |
| 44 | HON | Honeywell International Inc | 股票-工業 | 0.59% | -0.44% | EXIT | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.53% | -0.05% | +21.40% | |
| 46 | FDX | Fedex CORP | 股票-工業 | 0.53% | -0.12% | -0.91% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.04% | -3.77% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.07% | -0.97% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -1.91% | |
| 50 | SO | Southern Co/the | 股票-公用事業 | 0.37% | -0.04% | -0.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy Corporation | +0.4% | -2.34% | 減碼 |
| 2 | CTVA | Corteva Inc | +0.4% | +0.00% | 加碼 |
| 3 | LOW | Lowe's Cos Inc | +0.3% | -3.01% | 減碼 |
| 4 | MCD | Mcdonald's CORP | +0.2% | -0.44% | 減碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +15.87% | 加碼 |
| 6 | RTX | Rtx CORP | +0.2% | -0.39% | 減碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.2% | +1.17% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +21.40% | 加碼 |
| 9 | NEE | Nextera Energy Inc | +0.1% | -1.83% | 減碼 |
| 10 | ITW | Illinois Tool Works | +0.1% | +0.59% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -1.31% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -4.73% | 減碼 |
| 13 | ABT | Abbott Laboratories | +0.1% | +0.23% | 加碼 |
| 14 | AXP | American Express Co | +0.1% | -5.02% | 減碼 |
| 15 | KEL | Kellanova | +0.1% | -8.39% | 減碼 |
| 16 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.80% | 減碼 |
| 17 | CRM | Salesforce Inc | 0% | +60.20% | 加碼 |
| 18 | SO | Southern Co/the | 0% | -0.97% | 減碼 |
| 19 | ATO | Atmos Energy CORP | 0% | -2.75% | 減碼 |
| 20 | WMT | Walmart Inc | 0% | -0.10% | 減碼 |
| 21 | VO | Vanguard Mid-cap ETF | 0% | -1.08% | 減碼 |
| 22 | IBB | Ishares Biotechnology ETF | 0% | +0.46% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | 0% | -3.37% | 減碼 |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | -0.97% | 減碼 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.91% | 減碼 |
| 26 | TSLA | Tesla Inc | 0% | +2.90% | 加碼 |
| 27 | MMM | 3m Co | 0% | -6.65% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | -1.53% | 減碼 |
| 29 | UNP | Union Pacific CORP | 0% | -2.17% | 減碼 |
| 30 | VB | Vanguard Small-cap ETF | 0% | -1.26% | 減碼 |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不變 |
| 32 | V | Visa Inc-class A Shares | 0% | -1.07% | 減碼 |
| 33 | PG | Procter & Gamble Co/the | 0% | -2.13% | 減碼 |
| 34 | MAR | Marriott International -cl A | 0% | +0.36% | 加碼 |
| 35 | AAPL | Apple Inc | 0% | -7.20% | 減碼 |
| 36 | INTU | Intuit Inc | -0.1% | -13.37% | 減碼 |
| 37 | WFC | Wells Fargo & Co | -0.1% | -3.77% | 減碼 |
| 38 | FDX | Fedex CORP | -0.1% | -0.91% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.1% | -0.16% | 減碼 |
| 40 | CVX | Chevron CORP | -0.1% | -1.47% | 減碼 |
| 41 | HON | Honeywell International Inc | -0.1% | -4.99% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.1% | -5.46% | 減碼 |
| 43 | TROW | T Rowe Price Group Inc | -0.1% | -1.63% | 減碼 |
| 44 | MRK | Merck & Co. Inc. | -0.1% | -3.13% | 減碼 |
| 45 | INTC | Intel CORP | -0.2% | -18.41% | 減碼 |
| 46 | CC | Chemours Co/the | -0.2% | -0.42% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.3% | -5.36% | 減碼 |
| 48 | VGT | Vanguard Info Tech ETF | -0.3% | -0.75% | 減碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.4% | -2.81% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.5% | -3.79% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Folger Nolan Fleming Douglas Capital Management, Inc 在 Q3 2024 季度的美股持倉總市值約為 US$12.2億，共申報了 167 個公開持股部位。
在 Q3 2024 季度，Folger Nolan Fleming Douglas Capital Management, Inc 按市值排列的前三大核心持股分別為：VGT (10.6%)、DUK (8.9%)、CTVA (7.6%)。其中最大持股部位 VGT 佔據整體投資組合約 10.6% 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
VGT
前期市值: US$1.1億
在 Q3 2024 季度中，Folger Nolan Fleming Douglas Capital Management, Inc 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 10 個部位、減碼 39 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。