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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
报告期 2026-03-31 · CIK 0000869353
持仓数
406
前50大市值合计
$5.80B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 66
减持 55
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
V
Visa Inc
-$20.3M
236,095
-24%
建仓
CRM
Salesforce.com
+$19.1M
70,589
增持
PFE
Pfizer
+$18.9M
905,490
+77%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MDLZ
Mondelez International
-$17.0M
40,745
-87%
减持
JNJ
Johnson & Johnson
-$16.8M
294,570
-25%
增持
GOOGL
Alphabet Inc Class A
+$16.0M
65,015
+1%
减持
HD
Home Depot
-$14.2M
216,495
-19%
增持
FTV
Fortive Corp
+$12.7M
557,440
+46%
增持
AMZN
Amazon.com
+$11.6M
21,333
+26%
增持
MSFT
Microsoft
+$10.2M
866,378
+0%
建仓
—
Herbalife Ltd.
+$9.8M
231,175
增持
—
Fortinet Inc
+$9.5M
121,583
+11%
减持
CARR
Carrier Global Corp Ordinary S
-$9.0M
447,222
-32%
增持
AN
AutoNation
+$7.4M
243,921
+4%
增持
AAPL
Apple Inc
+$6.2M
1,223,047
+0%
减持
DELL
Dell Technologies Inc Class C
-$5.5M
20,410
-73%
增持
TMO
Thermo Fisher Scientific
+$5.3M
78,213
+0%
增持
CTRA
Cabot Oil & Gas
+$4.5M
890,570
+4%
增持
JPM
JPMorgan Chase and Company
+$4.3M
457,984
+1%
减持
PPG
PPG Industries
-$4.3M
147,113
-1%
建仓
ITOT
iShares Core S&P Total US Stoc
+$4.2M
42,638
减持
WAT
Waters Corporation
-$4.0M
6,350
-65%
增持
MSI
Motorola Solutions
+$3.7M
149,001
+5%
增持
OSK
OSHKOSH Corp
-$3.6M
210,008
+4%
增持
UNP
Union Pacific
-$3.4M
180,087
+2%
增持
WMG
Warner Music Group Corp.
+$3.4M
378,894
+7%
增持
MS
Morgan Stanley
+$3.2M
517,050
+1%
增持
LEG
Leggett & Platt
-$3.1M
549,188
+2%
减持
AMGN
Amgen
-$3.1M
29,250
-23%
增持
TFC
Truist Financial Corporation
+$2.8M
837,151
+0%
增持
COF
Capital One Financial
+$2.5M
147,388
+7%
增持
VTI
Vanguard Total Stock Market ET
+$2.4M
18,069
+144%
增持
PG
Procter And Gamble
+$2.3M
248,934
+3%
增持
AMAT
Applied Materials
-$2.2M
224,571
+3%
建仓
DFEOX
DFA US Core Equity 1 Portfolio
+$2.1M
62,144
增持
IVV
iShares Core S&P 500 ETF
+$1.9M
138,035
+3%
增持
LKQ
LKQ Corporation
+$1.9M
392,571
+8%
增持
ABBV
AbbVie Inc
-$1.9M
486,338
+1%
减持
MRK
Merck
-$1.7M
122,300
-13%
增持
BBY
Best Buy
-$1.7M
229,313
+1%
增持
NKE
Nike
-$1.7M
218,867
+1%
增持
MAS
MASCO
-$1.6M
591,268
+1%
增持
CSCO
Cisco Systems
+$1.5M
744,258
+1%
增持
ZTS
Zoetis
+$1.5M
131,733
+2%
建仓
—
DFA Tax-Managed US Marketwide
+$1.5M
39,593
增持
DAN
Dana Incorporated
-$1.4M
1,046,352
+1%
增持
AME
Ametek
-$1.3M
152,505
+1%
增持
PH
Parker Hannifin
-$1.3M
77,971
+4%
增持
HON
Honeywell International Inc
-$1.2M
230,207
+1%
清仓
—
General Electric
-$1.2M
0
-100%
增持
ADI
Analog Devices
-$1.2M
271,435
+0%
增持
AVGO
Broadcom LTD
+$1.1M
97,538
+1%
建仓
GE
General Electric
+$1.1M
10,708
减持
—
Costco Wholesale Corp
-$1.1M
23,376
-20%
增持
UNH
UnitedHealth Group
-$1.0M
158,140
+1%
增持
META
Facebook, Inc.
-$942.0K
177,544
+1%
增持
—
Charter Communications
+$923.0K
21,798
+5%
增持
CVX
Chevron Corp
-$842.0K
274,753
+0%
减持
HUM
Humana
-$837.0K
14,254
-1%
增持
MA
Mastercard Cl A
-$836.0K
78,015
+2%
减持
QCOM
Qualcomm
-$829.0K
27,367
-10%
减持
INTC
Intel
-$816.0K
210,803
-2%
清仓
TDY
Teledyne Technologies Inc
-$810.0K
0
-100%
减持
TTD
The Trade Desk Inc A
-$788.0K
4,320
-69%
减持
INTU
Intuit
+$779.0K
15,827
-0%
增持
VOYA
Voya Financial Inc
+$766.0K
456,090
+3%
减持
TXN
Texas Instruments
-$745.0K
93,319
-4%
清仓
MDB
MongoDB Inc
-$723.0K
0
-100%
减持
—
Jeffries Group
-$712.0K
98,500
-23%
增持
DLR
Digital Realty Trust Inc.
-$711.0K
167,475
+1%
减持
CAT
Caterpillar
-$694.0K
26,618
-0%
清仓
—
Walgreens Boots Alliance Inc
-$648.0K
0
-100%
减持
SHOP
Shopify Inc A
-$623.0K
368
-52%
增持
SLB
Schlumberger
-$597.0K
670,687
+5%
增持
—
Medtronic PLC
+$581.0K
134,468
+3%
减持
BMY
Bristol-Myers Squibb
-$576.0K
73,660
-0%
增持
PM
Philip Morris International In
-$573.0K
376,319
+3%
减持
GOOG
Alphabet Inc Class C
+$573.0K
3,623
-0%
减持
BA
Boeing
-$533.0K
15,563
-6%
建仓
DFAT
Dimensional US Targeted Value
+$523.0K
11,787
增持
MO
Altria Group
+$515.0K
33,137
+59%
增持
FHN
First Horizon Corporation
-$509.0K
1,297,920
+4%
减持
PSX
Phillips 66
-$502.0K
25,115
-5%
减持
NEE
Nextera Energy Inc
+$492.0K
109,969
-1%
减持
IBM
International Business Machine
-$491.0K
25,088
-7%
增持
ALL
Allstate
-$490.0K
241,611
+1%
减持
MMM
3M Company
-$483.0K
20,299
-0%
减持
BRK/B
Berkshire Hathaway Class B
-$473.0K
55,462
-1%
清仓
HUBS
HubSpot Inc
-$466.0K
0
-100%
清仓
BP
BP PLC
-$458.0K
0
-100%
增持
SWTSX
Schwab Total Stock Market Inde
+$454.0K
8,892
+201%
增持
TSLA
Tesla Motors
+$450.0K
4,350
+1%
减持
KMB
Kimberly Clark
-$449.0K
21,323
-13%
建仓
DFREX
DFA Real Estate Securities Por
+$428.0K
9,382
减持
DIS
Walt Disney
-$426.0K
31,537
-4%
减持
ADBE
Adobe Systems
-$425.0K
12,117
-4%
清仓
VTWNX
Vanguard Target Retirement 202
-$423.0K
0
-100%
建仓
DFLVX
DFA US Large Cap Value Portfol
+$401.0K
9,095
增持
CE
Celanese Corp Series A
+$401.0K
77,009
+4%
减持
PEP
Pepsico
-$393.0K
51,755
-6%
减持
—
Exxon Mobil
-$388.0K
63,223
-3%
增持
VTSAX
Vanguard Total Stock Mkt Idx A
+$382.0K
6,810
+109%
减持
CAH
Cardinal Health
-$365.0K
7,365
-42%
减持
—
Materials Select Sector SPDR
-$345.0K
55,539
-4%
增持
TJX
TJX Companies
-$324.0K
567,190
+1%
减持
IYJ
iShares U.S. Industrials ETF
-$324.0K
67,338
-1%
增持
WMT
Wal Mart Stores
+$323.0K
118,780
+3%
减持
—
Kinder Morgan Inc
-$320.0K
103,800
-8%
增持
AVY
Avery Dennison
-$319.0K
183,536
+1%
减持
SPY
SPDR S&P 500 ETF Trust
-$311.0K
9,217
-8%
清仓
—
Twilio Inc A
-$310.0K
0
-100%
建仓
DFQTX
DFA US Core Equity 2
+$304.0K
9,698
减持
SYK
Stryker
+$288.0K
93,546
-0%
清仓
VEEV
Veeva Systems Inc Class A
-$285.0K
0
-100%
减持
VLUE
iShares MSCI USA Value Factor
-$284.0K
2,124
-55%
清仓
ROKU
Roku Inc Class A
-$276.0K
0
-100%
建仓
FINSX
Fidelity Advisor New Insights
+$275.0K
6,470
减持
EMR
Emerson Electric
-$267.0K
50,140
-3%
减持
QUAL
iShares MSCI USA Quality Facto
-$261.0K
4,271
-31%
清仓
PAYC
Paycom Software
-$254.0K
0
-100%
增持
VIG
Vanguard Dvd Appreciation ETF
+$252.0K
3,333
+99%
减持
MCD
McDonalds
+$250.0K
33,806
-1%
增持
ABT
Abbott Laboratories
+$245.0K
47,419
+3%
减持
SWPPX
Schwab S&P 500 Index Fund
+$243.0K
727,660
-0%
减持
T
AT & T
-$243.0K
54,416
-9%
增持
—
iShares MSCI USA ESG Optimized
+$238.0K
29,722
+9%
减持
RTX
Raytheon Technologies Corp
-$233.0K
44,808
-6%
增持
AJG
Arthur J. Gallagher & Co
+$232.0K
18,571
+3%
增持
VUG
Vanguard Growth ETF
+$229.0K
2,747
+39%
建仓
—
Blackstone Group LP
+$229.0K
1,970
增持
BXP
Boston Properties
+$225.0K
225,958
+7%
清仓
NWN
Northwest Natural Holding
-$216.0K
0
-100%
清仓
CRNC
Cerence Inc
-$216.0K
0
-100%
减持
—
Consumer Staples SPDR
-$213.0K
62,548
-3%
清仓
VTV
Vanguard Value ETF
-$213.0K
0
-100%
减持
GIS
General Mills
-$212.0K
29,583
-9%
减持
CL
Colgate-Palmolive
-$210.0K
35,150
-0%
减持
—
Energy Select Sector SPDR
-$206.0K
79,411
-1%
清仓
GPN
Global Payments Inc
-$206.0K
0
-100%
清仓
ED
Consolidated Edison
-$205.0K
0
-100%
增持
SCHX
Schwab US Large Cap ETF
+$195.0K
5,448
+52%
减持
VZ
Verizon Communications
-$189.0K
66,298
-1%
增持
EA
Electronic Arts
-$186.0K
192,712
+0%
减持
—
DuPont de Nemours Inc
-$185.0K
11,858
-7%
增持
LMT
Lockheed Martin
-$183.0K
6,433
+1%
减持
USB
US Bancorp
+$180.0K
79,063
-0%
清仓
—
PGIM Jennison Utility A
-$179.0K
0
-100%
减持
FMC
FMC
-$178.0K
8,726
-3%
增持
VO
Vanguard Mid-Cap ETF
+$174.0K
2,005
+58%
减持
ETR
Entergy
-$172.0K
179,111
-1%
