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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 65
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc
+$61.6M
1,457,346
+6%
增持
MSFT
Microsoft
+$48.0M
946,447
+1%
减持
PFE
Pfizer
-$43.6M
669,514
-52%
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。
增持
CMCSA
Comcast Cl A
+$39.9M
1,086,128
+2926%
减持
UNP
Union Pacific
-$29.6M
65,675
-68%
建仓
TPR
Tapestry Inc
+$28.1M
651,765
建仓
AIG
American Intl Group
+$26.6M
529,085
增持
GOOGL
Alphabet Inc Class A
+$24.3M
1,432,875
+2%
减持
CF
CF Industries Holdings
-$21.5M
16,003
-94%
增持
AVB
Avalonbay Communities
+$21.3M
238,048
+106%
减持
UNH
UnitedHealth Group
-$18.9M
191,916
-7%
减持
FTNT
Fortinet Inc
-$18.7M
52,727
-88%
减持
VNQ
Vanguard REIT VIPERs ETF
-$18.2M
9,255
-96%
建仓
CRWD
CrowdStrike Holdings, Inc.
+$17.6M
127,928
清仓
WAL
Western Alliance Bancorp
-$16.5M
0
-100%
增持
PANW
Palo Alto Networks Inc
+$15.4M
150,456
+43%
增持
ADI
Analog Devices
+$15.0M
425,764
+1%
减持
MS
Morgan Stanley
-$14.9M
716,455
-22%
增持
SYK
Stryker
+$14.8M
121,922
+49%
增持
AMZN
Amazon.com
+$14.6M
299,232
+54%
减持
NEE
Nextera Energy Inc
-$14.6M
118,510
-58%
增持
TMO
Thermo Fisher Scientific
+$14.5M
114,441
+22%
增持
V
Visa Inc
+$12.6M
324,857
+11%
增持
AEP
American Electric Power
+$12.5M
241,730
+143%
增持
PG
Procter And Gamble
+$11.6M
714,591
+14%
增持
ALB
Albemarle
+$11.2M
53,935
+1489%
增持
JNJ
Johnson & Johnson
-$10.8M
555,809
+1%
减持
HD
Home Depot
-$10.6M
289,465
-5%
增持
FTV
Fortive Corp
+$10.4M
770,581
+17%
减持
—
Consumer Discretionary Selt
-$9.3M
26,676
-74%
增持
HON
Honeywell International Inc
-$9.0M
414,100
+1%
增持
—
Monster Beverage
-$8.9M
440,352
+37%
增持
AVGO
Broadcom LTD
+$8.5M
97,008
+1%
增持
TFC
Truist Financial Corporation
-$8.5M
1,208,186
+5%
增持
DOW
Dow Inc
+$8.1M
276,293
+98%
增持
PH
Parker Hannifin
+$8.1M
148,513
+3%
减持
IYZ
iShares U.S. Telecommunication
-$7.6M
24,066
-93%
增持
CVX
Chevron Corp
-$7.5M
534,141
+1%
增持
AN
Autonation
+$7.4M
254,693
+2%
减持
MSI
Motorola Solutions
-$7.3M
118,562
-26%
增持
VZ
Verizon Communications
+$7.1M
395,435
+88%
减持
RTX
Raytheon Technologies Corp
-$6.9M
282,586
-17%
减持
—
Leslies Inc
-$6.7M
16,450
-97%
减持
TJX
TJX Companies
-$6.5M
584,538
-11%
增持
AMAT
Applied Materials
+$6.1M
219,107
+2%
清仓
XRT
SPDR S&P 500 Retail ETF
-$4.7M
0
-100%
增持
CSCO
Cisco Systems
+$4.6M
972,335
+0%
增持
WMT
Wal Mart Stores
+$4.1M
272,381
+7%
增持
MCD
McDonalds
+$3.9M
207,973
+1%
增持
APA
Apache Corp
-$3.7M
719,195
+13%
减持
VOYA
Voya Financial Inc
-$3.6M
285,345
-27%
减持
CTRA
Coterra Energy
-$3.4M
53,906
-72%
增持
ZTS
Zoetis
+$3.2M
141,311
+2%
增持
SLB
Schlumberger
-$3.0M
884,274
+2%
增持
EWBC
East West Bancorp Inc
-$2.9M
309,068
+2%
减持
IVV
iShares Core S&P 500 ETF
+$2.8M
151,764
-2%
建仓
BRK/A
Berkshire Hathaway Class A
+$2.8M
6
增持
MET
MetLife
-$2.4M
180,658
+1%
减持
ABBV
AbbVie Inc
-$2.4M
592,028
-1%
增持
T
AT & T
+$2.4M
1,467,984
+4%
增持
ABT
Abbott Laboratories
+$2.3M
394,518
+15%
清仓
—
lpus9983227k1
-$2.1M
0
-100%
增持
—
Eaton Corp PLC
+$2.1M
142,023
+0%
增持
—
Synovus Financial
-$2.1M
375,339
+3%
增持
EMR
Emerson Electric
+$2.0M
330,267
+18%
减持
—
Financial Select Sector SPDR
-$2.0M
179,717
-21%
减持
MAS
MASCO
-$1.9M
272,113
-18%
减持
TXN
Texas Instruments
+$1.9M
98,174
-1%
减持
SWPPX
Schwab S&P 500 Index Fund
+$1.9M
696,628
-3%
增持
LKQ
LKQ Corporation
+$1.8M
422,615
+2%
增持
MRK
Merck
-$1.7M
412,844
+0%
减持
TSLA
Tesla Motors
+$1.6M
21,282
-6%
减持
ALL
Allstate
-$1.6M
52,654
-4%
减持
—
Energy Select Sector SPDR
-$1.4M
244,356
-1%
增持
GOOG
Alphabet Inc Class C
+$1.4M
82,666
+2%
增持
JPM
JPMorgan Chase and Company
-$1.3M
755,924
+2%
建仓
—
Jensen Portfolio Inc
+$1.2M
21,626
减持
FHN
First Horizon Corporation
-$1.2M
31,956
-56%
增持
IBM
International Business Machine
-$1.2M
155,241
+2%
增持
—
Costco Wholesale Corp
+$1.1M
25,730
+1%
增持
—
BlackRock
-$1.1M
38,693
+2%
增持
PM
Philip Morris International In
-$1.1M
595,077
+2%
建仓
VWENX
Vanguard Wellington Admiral
+$1.1M
15,953
清仓
—
Umpqua Holdings
-$1.1M
0
-100%
减持
BMY
Bristol-Myers Squibb
-$951.8K
68,695
-13%
建仓
—
Apollo Diversified Real Est Fd
+$931.0K
33,489
增持
ETR
Entergy
-$927.6K
577,728
+3%
减持
AMP
Ameriprise Financial
-$884.7K
81,590
-2%
增持
—
Consumer Staples SPDR
+$805.5K
92,283
+13%
减持
INTC
Intel
+$801.7K
164,821
-5%
减持
USB
US Bancorp
-$758.2K
94,723
-1%
增持
LMT
Lockheed Martin
-$736.8K
121,315
+2%
增持
BRO
Brown and Brown
+$726.9K
292,353
+4%
减持
AMGN
Amgen
-$711.5K
25,090
-3%
减持
IYF
iShares U.S. Financials ETF
-$693.6K
3,661
-71%
减持
LLY
Eli Lilly
-$646.7K
22,399
-2%
增持
COLB
Columbia Banking
+$640.3K
45,485
+311%
减持
META
Meta Platforms Inc.
+$639.3K
8,018
-9%
增持
IYW
iShares U.S. Technology ETF
+$636.5K
30,315
+4%
减持
IWD
iShares Russell 1000 Value ETF
-$620.9K
21,720
-16%
减持
—
SPDR S&P Dividend ETF
-$620.5K
20,019
-19%
减持
PNC
PNC Financial Services Group
-$570.2K
12,681
-8%
减持
INTU
Intuit
+$567.6K
15,404
-5%
减持
XLI
Industrial Select Sector SPDR
-$561.3K
44,591
-14%
减持
IYG
iShares U.S. Financial Service
-$558.0K
60,645
-2%
减持
DVY
iShares Select Dividend ETF
-$550.1K
43,266
-7%
增持
VFIAX
Vanguard 500 Index Fund
+$544.0K
11,262
+7%
减持
ADBE
Adobe Systems
+$541.4K
11,276
-0%
减持
HUM
Humana
-$529.2K
12,806
-3%
减持
NVDA
Nvidia
+$528.2K
4,238
-5%
减持
—
Kinder Morgan Inc
-$507.6K
532,003
-2%
减持
IYC
iShares U.S. Consumer Services
+$505.1K
76,505
-2%
减持
WAFD
Washington Federal
-$474.6K
14,288
-47%
减持
CAT
Caterpillar
-$449.7K
28,755
-2%
增持
AJG
Arthur J. Gallagher & Co
+$411.7K
112,752
+0%
减持
—
Technology Select Sector SPDR
+$409.8K
50,287
-13%
增持
—
iShares MSCI USA ESG Optimized
+$401.0K
43,914
+4%
增持
VTI
Vanguard Total Stock Market ET
+$398.7K
22,002
+3%
减持
MMM
3M Company
-$388.7K
16,899
-6%
减持
TRV
Travelers Companies
-$386.9K
21,528
-1%
增持
AVY
Avery Dennison Corp
+$380.8K
285,418
+2%
减持
QQQ
Invesco QQQ Trust
+$350.9K
9,145
-6%
减持
HUBB
Hubbell Inc
-$324.4K
8,728
-16%
增持
DG
Dollar General
-$313.6K
8,797
+0%
建仓
GEHC
Ge Healthcare Technologies Inc
+$304.9K
3,717
增持
VIGAX
Vanguard Growth Index Fund
+$302.9K
5,006
+62%
建仓
—
Columia Midcap Index FD-Z
+$298.5K
21,737
减持
PPG
PPG Industries
-$298.3K
55,103
-10%
增持
CCI
Crown Castle Intl
+$286.2K
202,706
+2%
增持
MA
Mastercard Cl A
+$282.6K
15,026
+1%
减持
DLR
Digital Realty Trust Inc.
-$282.0K
11,921
-18%
清仓
ROL
Rollins
-$281.0K
0
-100%
减持
XLRE
Real Estate Select Sector SPDR
-$280.9K
16,215
-33%
建仓
—
Hotchkis & Wiley Value Opps In
+$277.1K
8,128
建仓
TTD
The Trade Desk Inc A
+$265.9K
4,366
增持
VUG
Vanguard Growth ETF
+$262.7K
3,683
+20%
清仓
—
Laboratory Corp of America
-$262.0K
0
-100%
减持
—
Johnson Controls
-$254.7K
28,650
-7%
建仓
VEXAX
Vanguard Extended Market Idx A
+$238.6K
2,242
减持
CHD
Church & Dwight
-$238.5K
16,983
-21%
清仓
IAT
iShares U.S. Regional Banks ET
-$235.0K
0
-100%
增持
FDX
FedEx Corp
+$234.4K
4,098
+1%
建仓
CRM
Salesforce.com
+$232.5K
1,164
减持
EW
Edwards Lifesciences CP
+$226.3K
28,445
-0%
减持
BA
Boeing
+$223.8K
12,055
-2%
建仓
—
Hewlett-Packard
+$218.8K
7,455
增持
SBUX
Starbucks Coffee
+$216.7K
37,075
+1%
清仓
—
IntercontinentalExchange
-$216.0K
0
-100%
建仓
—
Brown Advisory Sustainable Gro
+$214.8K
5,427
建仓
AMRMX
American Funds - American Mutu
+$214.8K
4,422
