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
162 檔
28.6%
Folger Nolan Fleming Douglas Capital Management, Inc 在 Q4 2024 季度的美股部位總計估值為 US$12.2億，分散於 162 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Folger Nolan Fleming Douglas Capital Management, Inc 於 Q4 2024 季度持續回收資金，對 41 個既有部位進行裁減並清倉 1 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 VGT, DUK, CTVA）累計市值佔比達 28.6%，是驅動 Folger Nolan Fleming Douglas Capital Management, Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 11.85% | +2.61% | -0.78% | |
| 2 | DUK | Duke Energy Corporation | 股票-公用事業 | 7.86% | — | -2.53% | |
| 3 | CTVA | Corteva Inc | 股票-原物料 | 7.62% | -0.56% | -2.49% | |
| 4 | DOW | Dow Inc | 股票-原物料 | 5.01% | -1.43% | -0.04% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | -0.27% | -4.66% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.07% | +0.13% | -4.52% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.40% | +0.34% | -3.40% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.16% | +0.08% | -8.32% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.12% | +0.01% | -5.85% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.11% | -0.15% | -2.06% | |
| 11 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.03% | -0.25% | -2.11% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.88% | +0.05% | -5.52% | |
| 13 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.72% | +0.05% | -0.21% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.62% | -0.32% | -1.96% | |
| 15 | ITW | Illinois Tool Works | 股票-工業 | 1.60% | -0.08% | -0.77% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | -0.13% | -2.01% | |
| 17 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.53% | -0.06% | -2.15% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.48% | -0.28% | -1.84% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.34% | +0.29% | +1.74% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | +0.03% | +1.29% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.18% | +0.66% | -1.77% | |
| 22 | CC | Chemours Co/the | 股票-原物料 | 1.18% | -0.19% | — | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.16% | -0.18% | -3.80% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 1.13% | -0.18% | -0.45% | |
| 25 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.11% | — | -7.77% | |
| 26 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.08% | -0.14% | -3.34% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.96% | +0.03% | -1.67% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -3.00% | EXIT | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.94% | -0.08% | -2.63% | |
| 30 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.93% | -0.05% | -2.86% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.92% | +0.02% | -0.02% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.90% | +0.02% | -2.10% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.90% | -0.15% | -4.35% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | +0.07% | -20.93% | |
| 35 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.77% | -0.11% | +0.86% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.77% | +0.02% | -0.07% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.35% | -5.26% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.24% | +2.06% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.72% | -0.04% | -7.78% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.71% | — | -11.25% | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.69% | -0.44% | EXIT | |
| 42 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.03% | +0.38% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.05% | +12.99% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.64% | -0.07% | -7.83% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | +0.06% | -0.57% | |
| 46 | FDX | Fedex CORP | 股票-工業 | 0.57% | -0.12% | -0.82% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.56% | -0.04% | -5.78% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.42% | — | -4.17% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.40% | +0.07% | -4.26% | |
| 50 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.36% | -0.07% | +0.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +1.2% | -0.78% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -3.40% | 減碼 |
| 3 | AAPL | Apple Inc | +0.3% | -4.52% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.3% | -8.32% | 減碼 |
| 5 | MAR | Marriott International -cl A | +0.3% | -0.21% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -5.85% | 減碼 |
| 7 | V | Visa Inc-class A Shares | +0.2% | -5.52% | 減碼 |
| 8 | CRM | Salesforce Inc | +0.2% | +68.77% | 加碼 |
| 9 | DIS | Walt Disney Co/the | +0.2% | -2.63% | 減碼 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +12.99% | 加碼 |
| 11 | WFC | Wells Fargo & Co | +0.1% | -5.78% | 減碼 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.29% | 加碼 |
| 13 | HON | Honeywell International Inc | +0.1% | -0.05% | 減碼 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -5.26% | 減碼 |
| 15 | TSLA | Tesla Inc | +0.1% | -7.83% | 減碼 |
| 16 | PKG | Packaging CORP Of America | +0.1% | NEW | 新建倉 |
| 17 | CHD | Church & Dwight Co Inc | +0.1% | -2.15% | 減碼 |
| 18 | CTVA | Corteva Inc | 0% | -2.49% | 減碼 |
| 19 | ITW | Illinois Tool Works | 0% | -0.77% | 減碼 |
| 20 | ABT | Abbott Laboratories | 0% | -3.80% | 減碼 |
| 21 | PG | Procter & Gamble Co/the | 0% | -2.06% | 減碼 |
| 22 | RTX | Rtx CORP | 0% | -0.45% | 減碼 |
| 23 | WTRG | Essential Utilities Inc | 0% | +0.86% | 加碼 |
| 24 | MCD | Mcdonald's CORP | 0% | -1.96% | 減碼 |
| 25 | UNP | Union Pacific CORP | 0% | -0.07% | 減碼 |
| 26 | SO | Southern Co/the | 0% | +0.04% | 加碼 |
| 27 | VNQ | Vanguard Real Estate ETF | 0% | -8.74% | 減碼 |
| 28 | AMGN | Amgen Inc | 0% | -0.49% | 減碼 |
| 29 | BDX | Becton Dickinson And Co | 0% | -2.86% | 減碼 |
| 30 | ABBV | Abbvie Inc | 0% | -2.84% | 減碼 |
| 31 | UL | Unilever PLC | 0% | EXIT | 清倉 |
| 32 | MSFT | Microsoft CORP | 0% | -4.66% | 減碼 |
| 33 | CAT | Caterpillar Inc | 0% | -1.77% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | 0% | -2.16% | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -4.26% | 減碼 |
| 36 | LH | Labcorp Holdings Inc | -0.1% | -55.40% | 減碼 |
| 37 | IBB | Ishares Biotechnology ETF | -0.1% | -2.10% | 減碼 |
| 38 | NVDA | Nvidia CORP | -0.1% | -20.93% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | +1.74% | 加碼 |
| 40 | PEP | Pepsico Inc | -0.1% | -1.84% | 減碼 |
| 41 | LOW | Lowe's Cos Inc | -0.1% | -2.11% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.1% | -2.01% | 減碼 |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -7.78% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.1% | -7.83% | 減碼 |
| 45 | INTC | Intel CORP | -0.1% | -62.90% | 減碼 |
| 46 | CC | Chemours Co/the | -0.2% | — | 不變 |
| 47 | NEE | Nextera Energy Inc | -0.2% | -4.35% | 減碼 |
| 48 | IFF | Intl Flavors & Fragrances | -0.3% | -7.77% | 減碼 |
| 49 | DUK | Duke Energy Corporation | -1% | -2.53% | 減碼 |
| 50 | DOW | Dow Inc | -1.4% | -0.04% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Folger Nolan Fleming Douglas Capital Management, Inc 在 Q4 2024 季度的美股持倉總市值約為 US$12.2億，共申報了 162 個公開持股部位。
在 Q4 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 (11.8%)、DUK (7.9%)、CTVA (7.6%)。其中最大持股部位 VGT 佔據整體投資組合約 11.8% 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
PKG
市值: US$54.7萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$33.0萬
在 Q4 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 1 個部位、加碼 6 個部位、減碼 41 個部位以及清倉 1 個部位。 其中最大新建倉標的為 PKG。 本季清倉部位包含 UL。
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。