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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 29
减持 108
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NVDA
Nvidia
+$70.1M
1,947,115
+932%
减持
CMCSA
Comcast Cl A
-$44.2M
888,044
-51%
减持
APA
Apache Corp
-$42.9M
13,448
-99%
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
HON
Honeywell International Inc
-$40.6M
247,589
-46%
建仓
—
Veralto Corp
+$39.3M
412,103
减持
GOOGL
Alphabet Inc Class A
+$35.2M
1,448,773
-4%
建仓
DINO
Hf Sinclair Corp
+$33.2M
621,990
建仓
TMUS
T-Mobile
+$21.4M
121,334
减持
AVGO
Broadcom LTD
+$20.6M
83,173
-2%
增持
AMZN
Amazon.com
+$19.8M
581,546
+13%
减持
AAPL
Apple Inc
+$17.7M
1,251,083
-13%
减持
MSFT
Microsoft
+$15.2M
943,753
-2%
减持
PH
Parker Hannifin
-$12.9M
186,819
-3%
减持
HD
Home Depot
-$12.6M
265,507
-2%
增持
—
Exxon Mobil
+$11.1M
209,404
+87%
减持
ABBV
AbbVie Inc
-$9.5M
636,645
-2%
减持
V
Visa Inc
-$9.3M
333,992
-4%
减持
JNJ
Johnson & Johnson
-$9.0M
553,651
-3%
增持
WMT
Wal Mart Stores
+$8.2M
952,303
+2%
减持
PPG
PPG Industries
-$8.1M
257,671
-8%
减持
CRWD
CrowdStrike Holdings Inc.
+$7.8M
158,752
-4%
增持
AAON
AAON
+$7.4M
133,277
+178%
减持
TMO
Thermo Fisher Scientific
-$7.1M
112,019
-6%
减持
PANW
Palo Alto Networks Inc
+$7.1M
162,610
-4%
减持
TXT
Textron
-$7.0M
453,790
-5%
减持
LKQ
LKQ Corporation
-$6.4M
405,447
-7%
减持
CVX
Chevron Corp
-$6.1M
514,411
-6%
减持
GILD
Gilead Sciences
-$6.1M
5,426
-94%
增持
AVB
Avalonbay Communities
+$5.6M
251,981
+1%
减持
—
Monster Beverage
-$5.5M
454,200
-4%
减持
SLB
Schlumberger
-$5.3M
486,650
-6%
减持
ABT
Abbott Laboratories
-$5.0M
476,131
-1%
增持
DELL
Dell Technologies Inc Class C
+$5.0M
40,919
+583%
减持
SYK
Stryker
-$4.9M
172,541
-3%
减持
STT
State Street
-$4.6M
796,645
-3%
减持
PM
Philip Morris International In
+$4.4M
592,362
-2%
减持
AN
Autonation
-$3.9M
253,442
-5%
增持
IVV
iShares Core S&P 500 ETF
+$3.9M
172,395
+0%
减持
AIG
American Intl Group
-$3.7M
685,540
-2%
减持
COR
Cencora Formerly AmerisourceBe
-$3.6M
128,721
-4%
减持
CSCO
Cisco Systems
-$3.5M
676,734
-5%
增持
—
Costco Wholesale Corp
+$3.4M
24,481
+3%
减持
UNP
Union Pacific
-$3.4M
51,308
-16%
增持
MRK
Merck
-$3.0M
468,344
+1%
增持
T
AT & T
+$3.0M
1,531,339
+2%
增持
MAS
MASCO
-$2.9M
257,222
+1%
减持
TJX
TJX Companies
+$2.8M
587,399
-4%
减持
MCD
McDonalds
-$2.7M
79,596
-2%
增持
GOOG
Alphabet Inc Class C
+$2.6M
80,455
+1%
减持
LLY
Eli Lilly
+$2.5M
21,402
-1%
增持
IBM
International Business Machine
-$2.5M
145,204
+0%
增持
FTV
Fortive Corp
-$2.3M
963,448
+12%
减持
ADI
Analog Devices
+$2.3M
125,980
-6%
减持
INTC
Intel
-$2.2M
85,405
-22%
减持
CCI
Crown Castle Intl
-$2.1M
209,719
-2%
减持
ZTS
Zoetis
-$2.1M
17,711
-42%
减持
—
Eaton Corp PLC
-$1.9M
156,476
-4%
减持
TXN
Texas Instruments
+$1.8M
91,886
-0%
减持
AVY
Avery Dennison Corp
-$1.7M
64,694
-9%
减持
SWPPX
Schwab S&P 500 Index Fund
+$1.7M
660,309
-1%
减持
CME
CME Group
-$1.7M
2,991
-72%
减持
NKE
Nike
-$1.7M
38,430
-21%
减持
—
Consumer Staples SPDR
-$1.5M
70,997
-22%
减持
CAT
Caterpillar
-$1.5M
22,570
-9%
减持
JPM
JPMorgan Chase and Company
-$1.4M
772,066
-2%
清仓
TPR
Tapestry Inc
-$1.3M
0
-100%
增持
AJG
Arthur J. Gallagher & Co
+$1.3M
115,369
+1%
增持
LMT
Lockheed Martin
+$1.2M
39,850
+4%
减持
RPM
RPM International
-$1.2M
12,229
-42%
减持
MSI
Motorola Solutions
+$1.2M
104,580
-5%
减持
GEHC
Ge Healthcare Technologies Inc
-$1.2M
5,373
-69%
增持
—
BlackRock
-$1.1M
33,707
+2%
减持
—
Energy Select Sector SPDR
-$1.1M
230,730
-2%
减持
BRK/B
Berkshire Hathaway Class B
-$1.1M
62,927
-1%
增持
DOW
Dow Inc
-$1.1M
292,215
+2%
减持
CSX
CSX
-$1.1M
31,374
-45%
减持
MS
Morgan Stanley
+$1.1M
364,106
-0%
减持
UNH
UnitedHealth Group
-$1.1M
140,274
-4%
减持
BRO
Brown and Brown
-$1.0M
306,203
-6%
增持
—
Kinder Morgan Inc
+$991.5K
518,901
+2%
减持
BA
Boeing
-$906.6K
7,960
-35%
减持
BMY
Bristol-Myers Squibb
-$854.7K
57,284
-4%
减持
SBUX
Starbucks Coffee
-$852.9K
41,785
-7%
增持
EWBC
East West Bancorp Inc
-$821.8K
175,730
+2%
减持
OTIS
Otis Worldwide Corp Ordinary S
-$821.3K
5,147
-61%
减持
AMAT
Applied Materials
-$814.7K
20,454
-25%
增持
QQQ
Invesco QQQ Trust
+$795.4K
11,390
+8%
增持
EMR
Emerson Electric
-$783.0K
332,703
+1%
减持
GIS
General Mills
-$780.3K
18,450
-34%
减持
FDX
FedEx Corp
-$729.4K
1,532
-63%
减持
ALL
Allstate
-$721.5K
36,199
-4%
减持
DG
Dollar General
-$710.0K
5,008
-43%
减持
TRV
Travelers Companies
-$701.3K
19,770
-4%
增持
AMP
Ameriprise Financial
-$692.7K
62,038
+0%
增持
WMB
Williams Companies
+$687.3K
21,584
+266%
减持
AEP
American Electric Power
+$672.1K
473,431
-0%
减持
—
Jeffries Group
-$648.1K
10,167
-61%
减持
SCHD
Schwab U.S. Dividend Equity
-$646.2K
4,191
-65%
减持
FTNT
Fortinet Inc
-$645.4K
6,780
-56%
减持
—
Financial Select Sector SPDR
-$641.8K
119,917
-9%
减持
USB
US Bancorp
-$617.9K
81,338
-5%
减持
CTRA
Coterra Energy
-$612.5K
15,913
-57%
减持
—
Materials Select Sector SPDR
-$610.6K
56,196
-6%
增持
NOC
Northrop Grumman
+$598.5K
2,742
+120%
减持
PSX
Phillips 66
-$590.3K
24,130
-1%
减持
PEP
Pepsico
-$578.9K
49,532
-1%
减持
IYJ
iShares U.S. Industrials ETF
-$569.8K
68,780
-2%
减持
—
Constellation Energy Group
-$562.4K
1,746
-65%
增持
MET
MetLife
-$558.2K
179,618
+1%
减持
META
Meta Platforms Inc.
-$556.8K
4,904
-21%
清仓
EXC
Exelon Corp
-$553.3K
0
-100%
减持
PFE
Pfizer
-$525.5K
59,362
-25%
减持
DIS
Walt Disney
-$519.8K
16,057
-7%
减持
NOW
ServiceNow Inc
-$519.2K
51,673
-4%
减持
NUE
Nucor Corp
-$514.7K
1,829
-55%
建仓
—
GE Vernova Inc
+$512.8K
2,990
减持
ETR
Entergy
-$501.8K
600,011
-2%
增持
VTI
Vanguard Total Stock Market ET
+$499.4K
27,308
+4%
减持
A
Agilent Technologies
-$499.0K
8,746
-22%
减持
NEE
Nextera Energy Inc
-$498.7K
78,277
-17%
增持
MA
Mastercard Cl A
-$493.7K
14,577
+1%
减持
PG
Procter And Gamble
+$493.7K
848,369
-1%
减持
TSLA
Tesla Motors
+$484.8K
23,578
-1%
减持
IYG
iShares U.S. Financial Service
-$479.3K
159,499
-3%
清仓
SPRE
SP Funds S&P Global REIT Shari
-$468.1K
0
-100%
减持
XLRE
Real Estate Select Sector SPDR
-$462.4K
9,940
-53%
减持
FAST
Fastenal Co
-$455.2K
24,928
-5%
清仓
—
Synovus Financial
-$450.3K
0
-100%
减持
COP
ConocoPhillips
-$444.2K
23,897
-4%
减持
—
Jensen Portfolio Inc
-$437.2K
12,985
-36%
减持
—
Consumer Discretionary Selt
-$398.0K
24,010
-8%
清仓
—
Market Vectors Agribusiness ET
-$396.4K
0
-100%
减持
ITA
iShares U.S. Aerospace & Defen
-$386.7K
96,705
-3%
减持
IYW
iShares U.S. Technology ETF
+$382.4K
27,565
-1%
减持
DE
Deere & Company
-$381.5K
8,066
-2%
清仓
WTRG
Essential Utilities Inc
-$378.1K
0
-100%
减持
—
Health Care Select Sector SPDR
-$366.4K
31,151
-6%
减持
ADBE
Adobe Systems
+$361.9K
10,116
-3%
减持
WAT
Waters Corporation
-$357.5K
3,745
-11%
减持
—
Technology Select Sector SPDR
+$357.3K
45,463
-5%
减持
DVY
iShares Select Dividend ETF
-$340.6K
36,890
-5%
减持
COF
Capital One Financial
-$335.9K
10,339
-13%
减持
MPC
Marathon Petroleum
-$323.7K
4,332
-19%
减持
VWENX
Vanguard Wellington Admiral
-$312.3K
3,275
-56%
减持
SCHG
Schwab US Large-Cap Growth ETF
-$303.5K
7,386
-35%
清仓
TWCUX
American Century Twentieth Ult
-$297.2K
0
-100%
减持
VTV
Vanguard Value ETF
-$288.7K
3,615
-32%
清仓
MFEKX
MFS Growth R6
-$286.3K
0
-100%
减持
CARR
Carrier Global Corp Ordinary S
+$281.4K
75,896
-2%
清仓
—
Hennessy Cornerstone Large Gro
-$271.6K
0
-100%
