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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 78
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
Alphabet Inc Class A
-$62.8M
1,336,919
-6%
减持
AVGO
Broadcom LTD
-$56.0M
786,424
-3%
减持
PANW
Palo Alto Networks Inc
-$55.0M
40,566
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。
-88%
增持
AMGN
Amgen
+$54.2M
190,736
+846%
减持
NOW
ServiceNow Inc
-$52.8M
2,408
-95%
增持
META
Meta Platforms Inc.
+$45.4M
83,296
+1769%
增持
CSCO
Cisco Systems
+$42.4M
1,242,016
+115%
建仓
UBER
Uber Technologies Inc.
+$41.1M
564,166
增持
MSFT
Microsoft
-$40.0M
936,553
+1%
减持
TMO
Thermo Fisher Scientific
-$38.8M
29,919
-71%
增持
NVDA
Nvidia
-$37.6M
1,933,144
+5%
减持
AN
Autonation
-$35.0M
45,624
-82%
减持
TXT
Textron
-$33.5M
5,094
-99%
增持
AAPL
Apple Inc
-$33.0M
1,241,722
+1%
增持
CVX
Chevron Corp
+$31.5M
730,975
+17%
增持
WFC
Wells Fargo
+$29.9M
789,041
+107%
增持
NKE
Nike
+$29.1M
500,961
+1304%
增持
PM
Philip Morris International In
+$25.1M
592,171
+3%
减持
—
Monster Beverage
-$22.8M
14,781
-97%
增持
ABBV
AbbVie Inc
+$22.3M
639,293
+2%
减持
MRK
Merck
-$21.8M
618,026
-20%
建仓
MU
Micron Technology
+$19.0M
218,861
增持
V
Visa Inc
+$15.3M
342,203
+3%
减持
CMCSA
Comcast Cl A
-$14.4M
10,683
-97%
增持
AMZN
Amazon.com
-$14.4M
610,329
+3%
增持
ETR
Entergy
+$13.1M
1,201,620
+2%
增持
TMUS
T-Mobile
+$12.9M
251,510
+2%
增持
IYH
iShares U.S. Healthcare ETF
+$11.7M
199,075
+2375%
减持
IYE
iShares U.S. Energy ETF
-$10.9M
6,239
-97%
增持
AEP
American Electric Power
+$10.2M
504,665
+3%
减持
—
Eaton Corp PLC
-$9.9M
157,489
-1%
增持
T
AT & T
+$9.2M
1,493,285
+3%
增持
AIG
American Intl Group
+$9.0M
593,338
+2%
增持
MCD
McDonalds
+$8.9M
100,168
+30%
减持
EMR
Emerson Electric
-$8.5M
285,657
-11%
增持
BRO
Brown and Brown
+$7.8M
312,116
+3%
减持
CCI
Crown Castle Intl
-$7.7M
2,890
-97%
增持
COR
Cencora Formerly AmerisourceBe
+$7.4M
129,086
+2%
增持
STT
State Street
-$6.7M
1,092,439
+3%
增持
JPM
JPMorgan Chase and Company
+$6.6M
774,578
+1%
减持
AJG
Arthur J. Gallagher & Co
+$6.6M
110,086
-0%
增持
JNJ
Johnson & Johnson
+$6.4M
282,317
+1%
减持
—
Materials Select Sector SPDR
-$6.1M
51,023
-59%
减持
HD
Home Depot
-$6.1M
266,006
-0%
增持
ABT
Abbott Laboratories
+$5.6M
236,650
+4%
增持
TJX
TJX Companies
+$5.5M
613,675
+7%
增持
BRK/B
Berkshire Hathaway Class B
+$5.3M
65,323
+0%
减持
XLRE
Real Estate Select Sector SPDR
-$5.1M
9,096
-93%
增持
DOW
Dow Inc
+$4.8M
265,867
+139%
增持
UNH
UnitedHealth Group
+$4.8M
188,499
+2%
增持
PG
Procter And Gamble
+$4.7M
862,665
+2%
增持
IBM
International Business Machine
+$4.3M
141,448
+1%
增持
AAON
AAON
-$4.3M
119,547
+3%
减持
SLB
Schlumberger
-$4.2M
68,564
-63%
增持
SPY
SPDR S&P 500 ETF Trust
+$4.1M
20,382
+64%
减持
DELL
Dell Technologies Inc Class C
-$3.9M
5,246
-86%
减持
HON
Honeywell International Inc
-$3.9M
189,077
-3%
增持
TSLA
Tesla Motors
-$3.8M
27,421
+2%
增持
—
Exxon Mobil
+$3.4M
216,031
+4%
增持
SYK
Stryker
+$3.3M
174,871
+2%
增持
VZ
Verizon Communications
+$3.3M
409,051
+7%
增持
IVV
iShares Core S&P 500 ETF
-$3.2M
182,847
+2%
增持
PH
Parker Hannifin
-$3.1M
162,454
+1%
增持
MS
Morgan Stanley
-$3.0M
348,987
+0%
减持
AMP
Ameriprise Financial
-$3.0M
59,767
-0%
增持
—
BlackRock Inc
-$2.4M
32,173
+0%
增持
GOOG
Alphabet Inc Class C
-$2.4M
81,458
+3%
增持
CRWD
CrowdStrike Holdings Inc.
+$2.4M
148,079
+2%
增持
—
Kinder Morgan Inc
+$2.0M
670,611
+7%
增持
SWPPX
Schwab S&P 500 Index Fund
-$2.0M
653,851
+1%
增持
MSI
Motorola Solutions
-$1.7M
105,722
+2%
建仓
CBRE
CBRE Group A
+$1.7M
13,017
增持
—
Medtronic PLC
+$1.7M
110,113
+7%
减持
AVY
Avery Dennison Corp
-$1.7M
145,042
-1%
减持
ADI
Analog Devices
-$1.5M
117,378
-1%
减持
LMT
Lockheed Martin
-$1.4M
34,559
-0%
增持
LLY
Eli Lilly
+$1.4M
21,098
+1%
增持
KO
Coca-Cola
+$1.3M
41,361
+57%
减持
—
Technology Select Sector SPDR
-$1.3M
41,983
-2%
减持
—
Energy Select Sector SPDR
+$1.3M
221,142
-2%
增持
EWBC
East West Bancorp Inc
-$1.1M
226,961
+1%
增持
GILD
Gilead Sciences
+$1.1M
13,201
+219%
清仓
DINO
Hf Sinclair Corp
-$1.1M
0
-100%
增持
DE
Deere & Company
+$1.0M
11,327
+12%
增持
—
Costco Wholesale Corp
+$932.6K
25,082
+1%
减持
CAT
Caterpillar
-$903.1K
21,604
-2%
减持
TXN
Texas Instruments
-$890.9K
88,814
-1%
减持
AME
Ametek
-$885.0K
12,845
-25%
清仓
—
Schwab Charitable Total Market
-$876.2K
0
-100%
建仓
—
Kenvue Inc
+$853.0K
35,570
增持
QCOM
Qualcomm
+$822.2K
11,528
+87%
减持
—
Consumer Discretionary Selt
-$796.8K
21,070
-5%
减持
MAS
MASCO
-$763.7K
246,716
-0%
减持
BRKR
Bruker Corp
-$725.2K
5,155
-68%
减持
IYW
iShares U.S. Technology ETF
-$709.8K
26,268
-5%
减持
HUBB
Hubbell Inc
-$655.8K
2,345
-31%
建仓
—
Transcanada Corp
+$625.2K
13,243
减持
IYC
iShares U.S. Consumer Services
-$620.2K
58,654
-3%
增持
WMT
Wal Mart Stores
-$619.4K
1,088,206
+2%
增持
PGR
Progressive Corp
+$609.9K
13,407
+1%
增持
ADP
Automatic Data Processing
+$593.0K
10,923
+17%
增持
FTV
Fortive Corp
-$585.7K
997,413
+2%
减持
NOC
Northrop Grumman
-$585.5K
1,234
-52%
增持
FXAIX
Fidelity 500 Index
+$582.7K
8,801
+58%
减持
INTU
Intuit
-$569.6K
13,828
-4%
建仓
CMNIX
Calamos Market Neutral Income
+$567.4K
37,574
增持
ADBE
Adobe Systems
-$563.3K
9,640
+1%
增持
TRV
Travelers Companies
+$554.2K
19,845
+2%
增持
—
Financial Select Sector SPDR
+$548.8K
129,557
+6%
增持
MA
Mastercard Cl A
+$541.0K
14,866
+3%
增持
—
Veralto Corp
-$513.3K
432,121
+3%
减持
XLC
Communication Services SPDR
-$495.9K
48,263
-9%
增持
IVW
iShares S&P 500 Growth ETF
+$469.4K
11,853
+91%
减持
USB
US Bancorp
-$468.4K
80,227
-0%
增持
UNP
Union Pacific
+$465.3K
49,091
+1%
减持
—
Health Care Select Sector SPDR
-$456.1K
28,666
-15%
建仓
PAYX
Paychex
+$442.9K
2,871
增持
GE
General Electric
+$427.6K
11,991
+1%
减持
XLI
Industrial Select Sector SPDR
-$423.5K
34,355
-8%
减持
CARR
Carrier Global Corp Ordinary S
-$404.8K
72,041
-1%
增持
MDLZ
Mondelez International
+$401.1K
17,960
+31%
建仓
VRTX
Vertex Pharmaceuticals Inc
+$390.8K
806
增持
FISV
Fiserv Inc
+$386.6K
10,076
+13%
减持
PNC
PNC Financial Services Group
-$373.8K
8,992
-11%
减持
ZTS
Zoetis
-$355.8K
13,491
-15%
增持
VTI
Vanguard Total Stock Market ET
-$348.9K
29,872
+1%
增持
CRM
Salesforce.com
+$344.9K
3,692
+91%
减持
RTX
Raytheon Technologies Corp
+$341.0K
27,213
-4%
建仓
—
Columbia Fds Ser Tr I
+$339.6K
10,074
建仓
FNDX
Schwab Fundamental US Large Co
+$334.8K
14,181
减持
PFE
Pfizer
-$334.2K
40,484
-21%
减持
AMAT
Applied Materials
-$321.6K
17,439
-1%
减持
IYJ
iShares U.S. Industrials ETF
-$320.2K
66,100
-1%
增持
VFIAX
Vanguard 500 Index Fund
-$319.4K
12,796
+0%
减持
ITA
iShares U.S. Aerospace & Defen
+$317.1K
82,699
-3%
建仓
ROP
Roper Industries, Inc.
+$313.7K
532
建仓
IVE
iShares S&P 500 Value ETF
+$309.7K
1,625
增持
ECL
Ecolab
+$305.7K
3,720
+37%
增持
DUK
Duke Energy
+$305.0K
6,015
+51%
增持
NFLX
Netflix Inc
+$298.0K
1,045
+38%
建仓
LNG
Cheniere Energy Inc
+$289.3K
1,250
减持
WM
Waste Management
+$283.9K
10,285
-1%
清仓
FSLR
First Solar, Inc.
-$282.0K
0
-100%
减持
NEE
Nextera Energy Inc
-$279.8K
74,344
-4%
建仓
AZO
Autozone
+$278.3K
73
减持
MET
MetLife
-$274.9K
170,267
-0%
增持
ORCL
Oracle Corporation
+$274.4K
9,355
+51%
增持
PEP
Pepsico
+$269.9K
48,990
+5%
清仓
—
PRIMECAP Odyssey Stock
-$268.7K
0
-100%
清仓
VWENX
Vanguard Wellington Admiral
-$262.8K
0
-100%
