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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 58
减持 69
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft
+$120.2M
948,407
+1%
增持
NVDA
Nvidia
+$103.8M
1,983,319
+3%
减持
UNH
UnitedHealth Group
-$88.4M
33,063
-82%
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
AVGO
Broadcom LTD
+$86.0M
789,698
+0%
增持
ADP
Automatic Data Processing
+$80.9M
273,079
+2400%
减持
FTV
Fortive Corp
-$70.9M
39,491
-96%
增持
GOOGL
Alphabet Inc Class A
+$35.3M
1,373,479
+3%
增持
UBER
Uber Technologies Inc.
+$33.5M
799,487
+42%
减持
JPM
JPMorgan Chase and Company
+$30.8M
761,725
-2%
增持
COR
Cencora Formerly AmerisourceBe
+$26.6M
208,516
+62%
增持
AMGN
Amgen
+$24.2M
299,578
+57%
增持
STT
State Street
+$22.0M
1,127,025
+3%
增持
AMZN
Amazon.com
+$21.9M
629,035
+3%
增持
AAPL
Apple Inc
-$20.2M
1,245,752
+0%
增持
PH
Parker Hannifin
+$19.2M
168,828
+4%
增持
WFC
Wells Fargo
+$17.4M
923,962
+17%
增持
PM
Philip Morris International In
+$16.6M
607,200
+3%
减持
MAS
MASCO
-$16.3M
13,008
-95%
增持
META
Meta Platforms Inc.
+$16.2M
86,986
+4%
增持
CVX
Chevron Corp
-$15.7M
744,153
+2%
增持
WMT
Wal Mart Stores
+$14.8M
1,128,569
+4%
增持
ABBV
AbbVie Inc
-$14.3M
644,425
+1%
增持
IVV
iShares Core S&P 500 ETF
+$12.6M
185,800
+2%
减持
—
Eaton Corp PLC
+$12.0M
153,664
-2%
减持
IYH
iShares U.S. Healthcare ETF
-$11.6M
9,649
-95%
增持
CSCO
Cisco Systems
+$11.2M
1,266,015
+2%
增持
MS
Morgan Stanley
+$8.6M
349,847
+0%
建仓
SMH
VanEck Semiconductor ETF
+$8.5M
30,530
增持
IBM
International Business Machine
+$7.0M
143,140
+1%
减持
EMR
Emerson Electric
+$6.6M
284,234
-0%
减持
CRWD
CrowdStrike Holdings Inc.
+$6.2M
114,773
-22%
减持
JNJ
Johnson & Johnson
-$5.8M
268,531
-5%
增持
SYK
Stryker
+$5.6M
178,665
+2%
减持
SWPPX
Schwab S&P 500 Index Fund
+$5.4M
646,089
-1%
增持
NKE
Nike
+$5.2M
521,108
+4%
增持
PG
Procter And Gamble
-$5.0M
891,326
+3%
减持
TMO
Thermo Fisher Scientific
-$4.7M
25,059
-16%
增持
TMUS
T-Mobile
-$4.4M
263,165
+5%
增持
MRK
Merck
+$4.3M
754,888
+22%
增持
V
Visa Inc
+$4.3M
349,799
+2%
增持
HON
Honeywell International Inc
+$4.3M
190,209
+1%
减持
ADI
Analog Devices
+$3.9M
115,949
-1%
增持
COF
Capital One Financial
+$3.8M
26,123
+168%
减持
BRK/B
Berkshire Hathaway Class B
-$3.8M
63,846
-2%
增持
—
Veralto Corp
+$3.7M
453,307
+5%
增持
BRO
Brown and Brown
-$3.4M
319,831
+2%
减持
—
BlackRock Inc
+$3.2M
32,108
-0%
增持
AMP
Ameriprise Financial
+$3.0M
59,770
+0%
增持
AEP
American Electric Power
+$2.9M
559,775
+11%
清仓
—
Discover Financial Services
-$2.7M
0
-100%
增持
TJX
TJX Companies
+$2.6M
625,943
+2%
增持
TXN
Texas Instruments
+$2.5M
89,021
+0%
减持
DOW
Dow Inc
-$2.5M
255,454
-4%
减持
EWBC
East West Bancorp Inc
+$2.4M
225,934
-0%
减持
ITA
iShares U.S. Aerospace & Defen
+$2.4M
80,011
-3%
减持
MCD
McDonalds
-$2.4M
98,900
-1%
减持
INTU
Intuit
+$2.3M
13,691
-1%
减持
—
Energy Select Sector SPDR
-$2.2M
217,909
-1%
增持
AJG
Arthur J. Gallagher & Co
-$2.2M
111,979
+2%
增持
—
Technology Select Sector SPDR
+$2.1M
42,360
+1%
增持
—
Exxon Mobil
-$2.0M
220,132
+2%
增持
AVB
Avalonbay Communities
-$1.9M
256,151
+2%
增持
T
AT & T
+$1.6M
1,515,377
+1%
增持
AXP
American Express
+$1.5M
10,189
+56%
减持
MU
Micron Technology
-$1.4M
142,712
-35%
减持
VZ
Verizon Communications
-$1.4M
395,978
-3%
减持
LLY
Eli Lilly
-$1.2M
20,815
-1%
增持
—
iShares MSCI USA ESG Optimized
+$1.1M
55,886
+6%
减持
PEP
Pepsico
-$1.1M
47,067
-4%
减持
QQQ
Invesco QQQ Trust
+$1.1M
13,932
-1%
减持
TSLA
Tesla Motors
+$1.1M
25,756
-6%
减持
IYG
iShares U.S. Financial Service
+$1.0M
156,766
-1%
减持
SPY
SPDR S&P 500 ETF Trust
+$1.0M
20,088
-1%
减持
NEE
Nextera Energy Inc
-$996.1K
61,569
-17%
增持
ABT
Abbott Laboratories
+$926.7K
237,617
+0%
减持
SLB
Schlumberger
-$912.8K
57,787
-16%
减持
CAT
Caterpillar
+$897.9K
20,666
-4%
减持
GOOG
Alphabet Inc Class C
+$870.8K
76,650
-6%
清仓
—
Kenvue Inc
-$853.0K
0
-100%
减持
BMY
Bristol-Myers Squibb
-$820.9K
50,322
-3%
减持
IYJ
iShares U.S. Industrials ETF
+$786.9K
65,995
-0%
减持
PANW
Palo Alto Networks Inc
-$764.6K
30,090
-26%
减持
—
Health Care Select Sector SPDR
-$763.1K
25,391
-11%
增持
—
Kinder Morgan Inc
+$759.2K
676,588
+1%
减持
VTI
Vanguard Total Stock Market ET
+$749.2K
29,478
-1%
增持
CBRE
CBRE Group A
+$742.9K
17,451
+34%
增持
IWF
iShares Russell 1000 Growth ET
+$737.2K
5,167
+28%
减持
UNP
Union Pacific
-$733.8K
47,216
-4%
增持
GE
General Electric
+$700.1K
12,044
+0%
减持
CARR
Carrier Global Corp Ordinary S
+$688.2K
71,808
-0%
增持
VOO
Vanguard S&P 500 ETF
+$678.8K
7,138
+9%
增持
XLC
Communication Services SPDR
+$671.4K
49,077
+2%
减持
FISV
Fiserv Inc
-$660.3K
9,076
-10%
减持
DVY
iShares Select Dividend ETF
-$629.1K
32,523
-12%
减持
—
GE Vernova Inc
+$623.1K
2,906
-3%
减持
AAON
AAON
-$618.0K
118,267
-1%
减持
—
SPDR S&P Dividend ETF
-$598.8K
15,244
-22%
清仓
CMNIX
Calamos Market Neutral Income
-$567.4K
0
-100%
减持
VFIAX
Vanguard 500 Index Fund
+$548.3K
12,528
-2%
减持
COP
ConocoPhillips
-$515.4K
20,021
-9%
减持
—
Trane Technologies
+$507.8K
5,241
-1%
减持
IYC
iShares U.S. Consumer Services
+$507.7K
57,089
-3%
减持
AMAT
Applied Materials
+$504.4K
16,579
-5%
增持
AIG
American Intl Group
+$471.6K
608,207
+3%
减持
LMT
Lockheed Martin
+$447.4K
34,299
-1%
增持
USB
US Bancorp
+$438.7K
84,550
+5%
减持
—
Costco Wholesale Corp
+$428.5K
24,396
-3%
减持
CRM
Salesforce.com
-$417.0K
2,104
-43%
减持
—
Johnson Controls
+$399.9K
18,059
-4%
增持
ICLN
iShares Global Clean Energy ET
+$393.1K
44,400
+168%
清仓
VRTX
Vertex Pharmaceuticals Inc
-$390.8K
0
-100%
减持
XLI
Industrial Select Sector SPDR
+$385.2K
33,135
-4%
减持
ALL
Allstate
-$380.0K
30,702
-3%
清仓
TFC
Truist Financial Corporation
-$373.9K
0
-100%
减持
ORCL
Oracle Corporation
+$369.8K
7,674
-18%
减持
AN
Autonation
-$369.1K
35,330
-23%
减持
RTX
Raytheon Technologies Corp
+$368.7K
27,211
-0%
清仓
—
Columbia Fds Ser Tr I
-$339.6K
0
-100%
增持
MSI
Motorola Solutions
-$334.9K
109,288
+3%
减持
—
Consumer Discretionary Selt
+$334.6K
20,683
-2%
增持
AVY
Avery Dennison Corp
-$333.8K
145,206
+0%
减持
ECL
Ecolab
-$317.7K
2,321
-38%
清仓
CSX
CSX
-$317.1K
0
-100%
减持
PGR
Progressive Corp
-$315.8K
13,035
-3%
清仓
ROP
Roper Industries, Inc.
-$313.7K
0
-100%
清仓
IYE
iShares U.S. Energy ETF
-$307.6K
0
-100%
清仓
WMFFX
American Funds Washington Mutu
-$304.7K
0
-100%
建仓
SMR
NuScale Power Corp Class A
+$304.6K
7,700
清仓
CCI
Crown Castle Intl
-$301.2K
0
-100%
减持
WWD
Woodward Inc
+$298.4K
4,772
-0%
减持
DUK
Duke Energy
-$292.9K
3,735
-38%
增持
HD
Home Depot
+$289.6K
266,687
+0%
清仓
LNG
Cheniere Energy Inc
-$289.3K
0
-100%
增持
GILD
Gilead Sciences
+$287.1K
15,931
+21%
减持
ZTS
Zoetis
-$286.3K
12,408
-8%
减持
KO
Coca-Cola
-$278.7K
37,930
-8%
清仓
FDX
FedEx Corp
-$267.2K
0
-100%
减持
SBUX
Starbucks Coffee
-$261.7K
33,940
-1%
建仓
—
Utilities Select Sector SPDR
+$252.3K
3,090
清仓
CPRT
Copart
-$250.4K
0
-100%
清仓
TWCUX
American Century Twentieth Ult
-$241.7K
0
-100%
清仓
CME
CME Group
-$240.6K
0
-100%
建仓
SNPS
Synopsys
+$238.9K
466
清仓
CHD
Church & Dwight
-$237.9K
0
-100%
减持
VUG
Vanguard Growth ETF
+$237.1K
4,019
-2%
清仓
PWR
Quanta Services Inc
-$236.9K
0
-100%
清仓
DOV
Dover
-$233.5K
0
-100%
增持
KR
Kroger Foods
+$232.1K
7,607
+64%
减持
SCHW
Schwab (Charles)
-$228.8K
2,691
-56%
减持
DODGX
Dodge & Cox Stock Fund
-$227.1K
8,113
-12%
