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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 78
减持 56
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft
+$62.5M
947,284
+2%
增持
AAPL
Apple Inc
+$37.3M
1,496,238
+2%
建仓
NOW
ServiceNow Inc
+$36.8M
52,075
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
ADI
Analog Devices
-$32.1M
138,893
-59%
增持
AVGO
Broadcom LTD
+$28.2M
93,971
+2%
增持
NVDA
Nvidia
+$26.0M
168,483
+28%
减持
AMAT
Applied Materials
-$25.8M
28,727
-87%
减持
MS
Morgan Stanley
-$22.2M
376,061
-46%
增持
JPM
JPMorgan Chase and Company
+$20.8M
774,421
+1%
减持
TPR
Tapestry Inc
-$18.2M
49,417
-93%
增持
GOOGL
Alphabet Inc Class A
+$18.1M
1,486,255
+3%
增持
CMCSA
Comcast Cl A
+$18.0M
1,773,185
+32%
增持
CRWD
CrowdStrike Holdings, Inc.
+$17.9M
159,202
+17%
减持
PFE
Pfizer
-$17.9M
86,871
-86%
增持
PH
Parker Hannifin
+$15.8M
187,258
+3%
增持
HON
Honeywell International Inc
+$14.0M
495,917
+2%
增持
V
Visa Inc
+$12.1M
342,266
+2%
减持
AEP
American Electric Power
-$12.0M
80,273
-67%
增持
PANW
Palo Alto Networks Inc
+$11.3M
161,860
+4%
增持
IVV
iShares Core S&P 500 ETF
+$10.1M
166,977
+3%
增持
AMZN
Amazon.com
+$9.4M
321,664
+4%
增持
CVX
Chevron Corp
-$9.1M
540,140
+2%
减持
HD
Home Depot
+$8.9M
270,967
-4%
减持
ALB
Albemarle
-$8.9M
5,000
-91%
增持
MRK
Merck
+$8.4M
463,105
+13%
减持
COR
Cencora Formerly AmerisourceBe
-$8.1M
134,654
-32%
增持
MCD
McDonalds
+$8.0M
212,259
+2%
增持
—
Utilities Select Sector SPDR
+$8.0M
131,127
+2151%
增持
ABT
Abbott Laboratories
+$7.2M
469,214
+2%
增持
PPG
PPG Industries
+$6.6M
276,047
+3%
增持
AIG
American Intl Group
+$6.5M
682,901
+4%
增持
STT
State Street
+$6.2M
484,411
+4%
增持
ETR
Entergy
+$6.1M
595,644
+2%
增持
PG
Procter And Gamble
+$5.5M
845,687
+4%
增持
CCI
Crown Castle Intl
+$5.3M
208,938
+3%
减持
—
BlackRock
+$5.2M
32,915
-1%
增持
TJX
TJX Companies
+$4.9M
603,482
+4%
增持
APA
Apache Corp
-$4.9M
1,237,787
+3%
增持
UNH
UnitedHealth Group
+$4.8M
147,600
+2%
增持
AVB
Avalonbay Communities
+$4.7M
248,699
+2%
增持
SYK
Stryker
+$4.4M
132,339
+3%
减持
SWPPX
Schwab S&P 500 Index Fund
+$4.3M
668,937
-0%
减持
—
Eaton Corp PLC
+$4.1M
152,005
-0%
增持
TMO
Thermo Fisher Scientific
+$3.9M
116,930
+2%
增持
ZTS
Zoetis
+$3.9M
144,548
+2%
增持
IBM
International Business Machine
+$3.4M
143,564
+0%
增持
ABBV
AbbVie Inc
+$3.3M
549,419
+0%
减持
EWBC
East West Bancorp Inc
-$3.3M
176,407
-42%
增持
UNP
Union Pacific
+$3.2M
62,273
+5%
增持
SLB
Schlumberger
-$3.0M
511,053
+1%
减持
MAS
MASCO
+$3.0M
252,783
-3%
增持
—
Monster Beverage
+$2.9M
463,398
+3%
减持
AMP
Ameriprise Financial
+$2.8M
62,517
-2%
增持
GEHC
Ge Healthcare Technologies Inc
+$2.7M
194,304
+7%
减持
ITA
iShares U.S. Aerospace & Defen
+$2.6M
168,250
-5%
增持
AAON
AAON
+$2.4M
47,980
+135%
增持
CSCO
Cisco Systems
-$2.3M
722,771
+0%
增持
VOO
Vanguard S&P 500 ETF
+$2.3M
8,616
+129%
增持
FTV
Fortive Corp
+$2.2M
832,888
+4%
增持
VOYA
Voya Financial Inc
+$2.2M
290,251
+2%
增持
PM
Philip Morris International In
+$2.1M
603,442
+2%
减持
MSI
Motorola Solutions
+$2.1M
108,777
-7%
增持
—
Health Care Select Sector SPDR
+$2.0M
31,856
+74%
减持
LMT
Lockheed Martin
-$1.9M
104,915
-13%
减持
VZ
Verizon Communications
+$1.8M
386,590
-2%
增持
INTC
Intel
+$1.8M
113,650
+3%
增持
JNJ
Johnson & Johnson
+$1.8M
566,613
+1%
增持
INTU
Intuit
+$1.8M
15,368
+0%
减持
AJG
Arthur J. Gallagher & Co
-$1.7M
139,492
-4%
增持
VTI
Vanguard Total Stock Market ET
+$1.7M
26,279
+24%
减持
—
Energy Select Sector SPDR
-$1.6M
239,324
-0%
增持
WMT
Wal Mart Stores
+$1.5M
303,236
+5%
增持
BRO
Brown and Brown
+$1.4M
316,788
+5%
减持
T
AT & T
+$1.3M
1,413,554
-5%
减持
—
Costco Wholesale Corp
+$1.3M
24,100
-7%
减持
—
Technology Select Sector SPDR
+$1.3M
48,022
-1%
增持
SBUX
Starbucks Coffee
+$1.2M
46,401
+32%
减持
—
Exxon Mobil
-$1.2M
62,938
-2%
减持
IYG
iShares U.S. Financial Service
+$1.2M
57,402
-2%
减持
EMR
Emerson Electric
-$1.2M
330,964
-4%
建仓
IYZ
iShares U.S. Telecommunication
+$1.2M
51,021
减持
LKQ
LKQ Corporation
-$1.0M
427,267
-1%
增持
VTSAX
Vanguard Total Stock Mkt Idx A
+$1.0M
12,464
+224%
减持
ALL
Allstate
+$1.0M
38,686
-2%
增持
DOW
Dow Inc
+$1.0M
283,172
+1%
增持
BA
Boeing
+$1.0M
12,486
+7%
增持
—
Consumer Discretionary Selt
+$946.5K
26,903
+12%
减持
HUM
Humana
-$942.4K
11,387
-10%
增持
XLC
Communication Services SPDR
+$904.7K
55,515
+16%
减持
USB
US Bancorp
+$894.2K
88,358
-0%
清仓
VAFAX
Invesco Van Kampen American Fr
-$889.7K
0
-100%
减持
IYJ
iShares U.S. Industrials ETF
+$849.9K
70,957
-1%
增持
CAT
Caterpillar
+$771.7K
28,699
+2%
增持
DVY
iShares Select Dividend ETF
+$764.8K
42,641
+8%
建仓
PAVE
Global X US Infrastructure Dev
+$744.7K
21,610
增持
—
iShares MSCI USA ESG Optimized
+$716.8K
46,878
+5%
减持
TXN
Texas Instruments
+$710.4K
92,898
-2%
增持
YUM
Yum Brands Inc
+$710.0K
7,026
+322%
减持
GOOG
Alphabet Inc Class C
+$694.8K
80,613
-0%
增持
GILD
Gilead Sciences
+$693.1K
106,449
+1%
减持
BMY
Bristol-Myers Squibb
-$680.8K
63,082
-7%
减持
ADBE
Adobe Systems
+$671.1K
10,422
-4%
建仓
MAR
Marriott International CL A
+$670.2K
2,972
减持
LLY
Eli Lilly
+$648.2K
21,698
-3%
增持
DE
Deere & Company
+$645.2K
12,242
+9%
清仓
—
VMware Inc - Submitted for Sto
-$644.1K
0
-100%
增持
AMGN
Amgen
+$634.8K
22,561
+3%
减持
—
Financial Select Sector SPDR
+$591.2K
137,804
-0%
增持
AN
Autonation
+$577.0K
262,930
+2%
增持
VTV
Vanguard Value ETF
+$526.2K
8,546
+57%
减持
TRV
Travelers Companies
+$517.2K
20,710
-1%
减持
—
Kinder Morgan Inc
+$508.2K
509,705
-0%
建仓
MLM
Martin Marietta Materials
+$498.9K
1,000
减持
MET
MetLife
+$491.1K
177,459
-1%
增持
PNC
PNC Financial Services Group
+$489.0K
11,684
+9%
增持
TSLA
Tesla Motors
+$486.3K
23,525
+10%
减持
SPY
SPDR S&P 500 ETF Trust
+$471.6K
11,237
-1%
增持
MA
Mastercard Cl A
+$445.4K
14,465
+0%
减持
VFIAX
Vanguard 500 Index Fund
+$444.7K
10,609
-1%
减持
IYW
iShares U.S. Technology ETF
+$444.3K
29,095
-2%
建仓
TROW
Price (T. Rowe) Associates
+$432.8K
4,019
减持
NKE
Nike
+$432.1K
47,697
-4%
建仓
JEPI
JPMorgan Equity Premium Income
+$429.4K
7,811
减持
IYC
iShares U.S. Consumer Services
+$425.4K
66,520
-3%
减持
—
Discover Financial Services
+$422.1K
17,295
-2%
减持
—
Extra Space Storage Inc.
+$421.5K
11,649
-2%
减持
WM
Waste Management
+$407.5K
15,313
-0%
增持
BRK/B
Berkshire Hathaway Class B
+$405.4K
63,410
+0%
增持
IWF
iShares Russell 1000 Growth ET
+$403.0K
3,964
+32%
减持
COF
Capital One Financial
+$371.0K
12,270
-4%
建仓
DUK
Duke Energy
+$366.1K
3,773
清仓
WAFD
Washington Federal
-$366.1K
0
-100%
增持
IWD
iShares Russell 1000 Value ETF
+$359.0K
22,424
+2%
减持
META
Meta Platforms Inc.
+$337.3K
6,818
-1%
建仓
VWUSX
Vanguard US Growth Fund
+$332.1K
5,865
减持
PSX
Phillips 66
+$319.8K
26,114
-1%
增持
MCO
Moody's Corporation
+$310.9K
4,166
+0%
增持
DG
Dollar General
+$301.0K
9,058
+3%
减持
PGR
Progressive Corp
+$294.6K
14,974
-0%
增持
MKC
McCormick & Co
+$294.2K
17,534
+46%
建仓
—
Blackrock Fds Iv
+$293.3K
29,808
建仓
SYY
Sysco
+$287.0K
3,924
清仓
—
Ivy Accumulative A
-$279.7K
0
-100%
增持
AMT
American Tower Corp
+$279.0K
4,011
+12%
减持
CDNS
Cadence Design Systems
-$266.4K
2,510
-38%
建仓
—
Deutsche Science & Technology
+$259.9K
8,458
减持
AVY
Avery Dennison Corp
+$259.8K
73,446
-8%
增持
VUG
Vanguard Growth ETF
+$259.5K
4,048
+10%
增持
PEP
Pepsico
+$255.5K
49,997
+3%
减持
WFC
Wells Fargo
+$254.4K
30,911
-0%
