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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 21
增持 60
减持 58
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
Alphabet Inc Class A
+$93.5M
1,380,271
+0%
增持
—
Trane Technologies
+$68.7M
168,355
+3112%
减持
AAPL
Apple Inc
+$58.0M
1,231,595
-1%
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
—
Veralto Corp
-$44.5M
11,440
-97%
增持
AEP
American Electric Power
+$37.7M
851,281
+52%
减持
NVDA
Nvidia
+$37.5M
1,880,340
-5%
减持
AVGO
Broadcom LTD
+$34.7M
765,003
-3%
减持
PM
Philip Morris International In
-$32.4M
482,127
-21%
增持
ADP
Automatic Data Processing
+$31.3M
393,750
+44%
增持
MSFT
Microsoft
+$30.8M
970,302
+2%
增持
ABBV
AbbVie Inc
+$30.3M
647,685
+1%
建仓
NRG
NRG Energy Inc
+$25.3M
156,021
减持
PH
Parker Hannifin
-$23.2M
124,908
-26%
减持
AVY
Avery Dennison Corp
-$20.6M
30,009
-79%
增持
—
Accenture PLC Cl A
+$19.1M
84,430
+1408%
增持
ETR
Entergy
+$18.4M
1,299,428
+5%
增持
IVV
iShares Core S&P 500 ETF
+$15.3M
195,292
+5%
减持
JPM
JPMorgan Chase and Company
+$13.0M
741,452
-3%
增持
STT
State Street
+$12.5M
1,141,261
+1%
增持
CVX
Chevron Corp
+$9.7M
748,423
+1%
减持
TJX
TJX Companies
-$9.5M
469,253
-25%
增持
JNJ
Johnson & Johnson
+$9.1M
270,180
+1%
减持
HD
Home Depot
+$8.7M
262,834
-1%
增持
MU
Micron Technology
+$7.6M
150,593
+6%
减持
ABT
Abbott Laboratories
-$7.4M
186,305
-22%
增持
NKE
Nike
+$7.0M
631,564
+21%
清仓
DOW
Dow Inc
-$6.8M
0
-100%
增持
VZ
Verizon Communications
+$6.7M
541,325
+37%
减持
MS
Morgan Stanley
+$6.3M
349,720
-0%
减持
BRO
Brown and Brown
-$5.6M
318,755
-0%
增持
SWPPX
Schwab S&P 500 Index Fund
+$5.2M
3,889,038
+502%
减持
GOOG
Alphabet Inc Class C
+$4.9M
75,846
-1%
增持
UBER
Uber Technologies Inc.
+$4.7M
809,836
+1%
增持
V
Visa Inc
-$4.7M
350,024
+0%
减持
WMT
Wal Mart Stores
+$4.6M
1,115,714
-1%
增持
WFC
Wells Fargo
+$4.4M
935,821
+1%
增持
—
BlackRock Inc
+$4.3M
32,602
+2%
增持
SYK
Stryker
-$4.1M
180,039
+1%
增持
AIG
American Intl Group
-$4.1M
610,303
+0%
增持
HON
Honeywell International Inc
-$4.1M
191,187
+1%
增持
PG
Procter And Gamble
-$4.0M
898,200
+1%
减持
MSI
Motorola Solutions
+$4.0M
109,207
-0%
增持
AMGN
Amgen
+$3.1M
307,566
+3%
减持
MRK
Merck
+$3.0M
747,581
-1%
增持
COR
Cencora Formerly AmerisourceBe
+$2.9M
209,249
+0%
减持
TSLA
Tesla Motors
+$2.8M
24,788
-4%
减持
AMP
Ameriprise Financial
-$2.5M
59,764
-0%
增持
AVB
Avalonbay Communities
-$2.5M
257,035
+0%
减持
CRWD
CrowdStrike Holdings Inc.
-$2.4M
114,289
-0%
减持
AAON
AAON
+$2.3M
117,975
-0%
减持
TXN
Texas Instruments
-$2.2M
88,445
-1%
增持
CSCO
Cisco Systems
+$2.2M
1,316,012
+4%
减持
—
Eaton Corp PLC
+$2.0M
151,930
-1%
增持
CAT
Caterpillar
+$2.0M
20,947
+1%
增持
EWBC
East West Bancorp Inc
+$1.8M
231,701
+3%
减持
FTV
Fortive Corp
-$1.8M
4,758
-88%
减持
—
Costco Wholesale Corp
-$1.8M
24,164
-1%
减持
TMO
Thermo Fisher Scientific
+$1.7M
24,446
-2%
增持
LMT
Lockheed Martin
+$1.6M
35,078
+2%
清仓
FISV
Fiserv Inc
-$1.6M
0
-100%
增持
—
Exxon Mobil
+$1.5M
224,001
+2%
增持
INTU
Intuit
-$1.4M
13,698
+0%
增持
VIG
Vanguard Dvd Appreciation ETF
+$1.4M
9,259
+194%
减持
SMH
VanEck Semiconductor ETF
+$1.3M
30,161
-1%
减持
VFIAX
Vanguard 500 Index Fund
-$1.3M
9,506
-24%
减持
—
Technology Select Sector SPDR
+$1.2M
42,339
-0%
建仓
PRBLX
Parnassus Eqty Income Fd - INV
+$1.2M
17,621
增持
BRK/B
Berkshire Hathaway Class B
+$1.2M
63,979
+0%
建仓
XYL
Xylem
+$1.1M
7,783
增持
—
Medtronic PLC
+$1.1M
115,393
+2%
增持
SPY
SPDR S&P 500 ETF Trust
+$1.1M
20,245
+1%
增持
IBM
International Business Machine
-$1.1M
145,815
+2%
增持
META
Meta Platforms Inc.
+$1.0M
88,847
+2%
减持
PANW
Palo Alto Networks Inc
-$1.0M
25,159
-16%
增持
QQQ
Invesco QQQ Trust
+$1.0M
14,482
+4%
减持
CARR
Carrier Global Corp Ordinary S
-$987.3K
71,496
-0%
增持
AMZN
Amazon.com
+$986.7K
633,013
+1%
减持
MCD
McDonalds
+$909.9K
98,080
-1%
增持
AJG
Arthur J. Gallagher & Co
-$870.6K
112,921
+1%
减持
DE
Deere & Company
-$853.8K
9,479
-7%
清仓
VOYA
Voya Financial Inc
-$833.8K
0
-100%
建仓
MCHP
Microchip Technology
+$819.4K
12,759
增持
—
iShares MSCI USA ESG Optimized
+$814.4K
57,526
+3%
增持
PEP
Pepsico
+$811.3K
50,029
+6%
建仓
CLX
Clorox Co
+$809.8K
6,568
增持
RTX
Raytheon Technologies Corp
+$793.7K
28,489
+5%
减持
—
Energy Select Sector SPDR
+$781.7K
215,610
-1%
建仓
ROK
Rockwell Automation
+$776.7K
2,222
减持
NOW
ServiceNow Inc
-$774.6K
1,120
-36%
建仓
—
Direxion Daily Technology Bull
+$767.6K
6,172
建仓
—
Direxion Daily S&P500 Bull 3X
+$762.8K
3,600
增持
TMUS
T-Mobile
+$751.6K
265,073
+1%
减持
VTI
Vanguard Total Stock Market ET
+$637.4K
29,243
-1%
减持
ADI
Analog Devices
+$630.6K
114,891
-1%
建仓
DOV
Dover
+$602.6K
3,612
增持
ORCL
Oracle Corporation
+$591.6K
8,069
+5%
减持
IYW
iShares U.S. Technology ETF
+$567.0K
26,133
-1%
减持
UNH
UnitedHealth Group
-$537.9K
28,314
-14%
建仓
VWENX
Vanguard Wellington Admiral
+$532.6K
6,482
增持
GE
General Electric
+$530.3K
12,068
+0%
减持
—
Consumer Discretionary Selt
-$525.9K
16,563
-20%
清仓
KMPR
Kemper Corp
-$525.7K
0
-100%
清仓
—
Vanguard World Fds
-$520.3K
0
-100%
建仓
—
Direxion Daily Financial Bull
+$517.9K
2,911
减持
VOO
Vanguard S&P 500 ETF
-$517.5K
5,776
-19%
减持
SLB
Schlumberger
-$510.3K
41,982
-27%
增持
ALL
Allstate
+$496.7K
31,108
+1%
增持
XLC
Communication Services SPDR
+$488.1K
49,121
+0%
减持
ITOT
iShares Core S&P Total US Stoc
+$457.0K
43,899
-0%
增持
AMAT
Applied Materials
+$454.5K
17,044
+3%
增持
MET
MetLife
+$453.7K
172,727
+1%
增持
BNY
Bank of New York Co
+$450.6K
24,752
+0%
减持
ITA
iShares U.S. Aerospace & Defen
+$445.3K
74,255
-7%
减持
WAT
Waters Corporation
-$433.2K
2,915
-22%
建仓
PAVE
Global X US Infrastructure Dev
+$432.8K
9,087
减持
ZTS
Zoetis
-$423.1K
10,333
-17%
清仓
PAYX
Paychex
-$417.6K
0
-100%
减持
GLW
Corning
+$416.7K
18,469
-12%
减持
—
Monster Beverage
-$409.3K
5,309
-57%
减持
UNP
Union Pacific
-$396.3K
44,283
-6%
减持
INTC
Intel
+$395.6K
41,093
-6%
建仓
—
Invesco Semiconductors ETF
+$390.5K
5,553
清仓
CBT
Cabot
-$375.0K
0
-100%
建仓
SOXX
iShares PHLX SOX Semiconductor
+$349.7K
1,290
减持
IYG
iShares U.S. Financial Service
+$327.2K
153,351
-2%
减持
SBUX
Starbucks Coffee
-$326.5K
32,901
-3%
增持
DIS
Walt Disney
+$316.7K
19,035
+27%
增持
DFEOX
DFA US Core Equity 1 Portfolio
+$316.1K
65,144
+4%
减持
CBRE
CBRE Group A
+$303.9K
17,448
-0%
清仓
TXT
Textron
-$301.9K
0
-100%
清仓
JACTX
Janus Forty T
-$300.2K
0
-100%
清仓
CTRA
Coterra Energy
-$299.0K
0
-100%
减持
DVY
iShares Select Dividend ETF
+$296.7K
32,485
-0%
建仓
—
Arista Networks Inc
+$292.9K
2,010
减持
—
Health Care Select Sector SPDR
-$289.9K
22,509
-11%
建仓
—
Linde PLC
+$286.9K
604
建仓
MCK
McKesson
+$286.6K
371
减持
PSX
Phillips 66
+$284.1K
20,939
-3%
减持
IYC
iShares U.S. Consumer Services
+$282.0K
56,969
-0%
建仓
JABAX
Janus Balanced Fund
+$281.9K
5,531
增持
BDX
Becton Dickinson & Co
+$278.6K
3,412
+63%
建仓
SYY
Sysco
+$278.3K
3,380
清仓
—
Charter Communications
-$278.0K
0
-100%
建仓
—
Neuberger Berman Sustainable E
+$276.7K
5,169
增持
ADBE
Adobe Systems
-$275.6K
9,414
+1%
建仓
TWCGX
American Century Growth Fund
+$266.7K
4,030
增持
—
Lam Research Corp
+$264.8K
6,750
+3%
减持
PPG
PPG Industries
-$261.1K
15,351
-7%
增持
—
GE Vernova Inc
+$259.0K
2,922
+1%
增持
—
TE Connectivity LTD
+$257.8K
4,041
+8%
