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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 65
减持 58
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
Alphabet Inc Class A
+$75.1M
1,311,819
-5%
减持
TMUS
T-Mobile
-$61.2M
10,948
-96%
增持
AAPL
Apple Inc
+$56.0M
1,359,550
+10%
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
CSCO
Cisco Systems
+$55.2M
1,885,691
+43%
减持
ADP
Automatic Data Processing
-$55.1M
235,251
-40%
减持
CRWD
CrowdStrike Holdings Inc.
-$44.7M
24,301
-79%
减持
MSI
Motorola Solutions
-$42.9M
18,268
-83%
增持
XLI
Industrial Select Sector SPDR
+$42.0M
303,642
+819%
增持
SCHW
Schwab (Charles)
+$32.5M
330,283
+6690%
增持
ETR
Entergy
+$30.0M
1,634,838
+26%
减持
BRO
Brown and Brown
-$29.4M
6,547
-98%
增持
MSFT
Microsoft
-$28.5M
980,292
+1%
减持
META
Meta Platforms Inc.
-$26.1M
59,327
-33%
减持
—
Trane Technologies
-$24.4M
119,885
-29%
增持
IYJ
iShares U.S. Industrials ETF
+$21.7M
210,385
+225%
增持
CVX
Chevron Corp
+$20.7M
898,382
+20%
减持
—
Accenture PLC Cl A
-$19.0M
6,672
-92%
增持
MRK
Merck
+$17.3M
760,650
+2%
减持
HD
Home Depot
-$16.6M
261,292
-1%
减持
PG
Procter And Gamble
-$16.2M
849,837
-5%
增持
AMGN
Amgen
+$16.0M
313,938
+2%
增持
PH
Parker Hannifin
+$15.8M
125,694
+1%
减持
AJG
Arthur J. Gallagher & Co
-$15.7M
74,346
-34%
减持
NKE
Nike
-$15.3M
450,813
-29%
减持
—
Eaton Corp PLC
-$13.5M
136,177
-10%
增持
UBER
Uber Technologies Inc.
-$12.6M
817,064
+1%
增持
WFC
Wells Fargo
+$11.4M
964,460
+3%
增持
—
Consumer Discretionary Selt
+$11.1M
126,155
+662%
增持
WMT
Wal Mart Stores
+$10.5M
1,126,454
+1%
增持
AMZN
Amazon.com
+$8.9M
640,905
+1%
增持
—
Consumer Staples SPDR
+$8.3M
177,626
+155%
增持
IVV
iShares Core S&P 500 ETF
+$8.0M
202,547
+4%
减持
AVGO
Broadcom LTD
-$7.6M
707,330
-8%
增持
GOOG
Alphabet Inc Class C
+$7.4M
82,523
+9%
增持
LLY
Eli Lilly
+$7.1M
21,503
+3%
增持
AEP
American Electric Power
+$6.5M
886,572
+4%
增持
JPM
JPMorgan Chase and Company
+$6.4M
745,717
+1%
增持
V
Visa Inc
+$5.8M
357,186
+2%
增持
COR
Cencora Formerly AmerisourceBe
+$5.7M
210,488
+1%
增持
AIG
American Intl Group
+$5.7M
626,492
+3%
减持
JNJ
Johnson & Johnson
+$5.3M
267,509
-1%
增持
TJX
TJX Companies
+$4.9M
473,572
+1%
增持
T
AT & T
-$4.4M
1,584,293
+2%
增持
SWPPX
Schwab S&P 500 Index Fund
+$3.7M
4,040,335
+4%
减持
MU
Micron Technology
+$3.6M
100,932
-33%
减持
AVB
Avalonbay Communities
-$3.5M
254,356
-1%
减持
HON
Honeywell International Inc
-$3.4M
188,664
-1%
增持
ADI
Analog Devices
+$3.2M
115,940
+1%
增持
IBM
International Business Machine
+$2.8M
148,210
+2%
增持
—
Exxon Mobil
+$2.5M
230,470
+3%
减持
—
Costco Wholesale Corp
-$2.4M
23,099
-4%
减持
STT
State Street
-$2.3M
1,008,099
-12%
建仓
—
Solstice Advanced Materials In
+$2.3M
46,498
增持
—
BlackRock Inc
-$2.2M
33,411
+2%
增持
SCHX
Schwab US Large Cap ETF
+$2.1M
121,291
+176%
增持
SCHG
Schwab US Large-Cap Growth ETF
+$2.1M
89,814
+245%
增持
AAON
AAON
+$2.0M
171,376
+45%
增持
EWBC
East West Bancorp Inc
+$1.9M
236,712
+2%
减持
CAT
Caterpillar
+$1.8M
20,618
-2%
增持
SYK
Stryker
-$1.7M
184,554
+3%
增持
VFIAX
Vanguard 500 Index Fund
+$1.7M
11,924
+25%
减持
ABT
Abbott Laboratories
-$1.7M
185,900
-0%
增持
VZ
Verizon Communications
-$1.7M
543,477
+0%
减持
MS
Morgan Stanley
+$1.6M
322,333
-8%
减持
PANW
Palo Alto Networks Inc
-$1.6M
19,128
-24%
增持
ABBV
AbbVie Inc
-$1.3M
650,498
+0%
减持
TMO
Thermo Fisher Scientific
+$1.3M
22,688
-7%
增持
SPY
SPDR S&P 500 ETF Trust
+$1.3M
21,654
+7%
增持
EMR
Emerson Electric
+$1.3M
296,783
+2%
增持
NRG
NRG Energy Inc
+$1.2M
166,133
+6%
减持
TXN
Texas Instruments
-$1.1M
87,072
-2%
增持
IWD
iShares Russell 1000 Value ETF
+$1.1M
26,389
+21%
增持
QCOM
Qualcomm
+$1.1M
18,009
+50%
减持
ITA
iShares U.S. Aerospace & Defen
-$917.8K
68,102
-8%
减持
SMH
VanEck Semiconductor ETF
+$900.4K
29,833
-1%
减持
UNH
UnitedHealth Group
-$887.2K
26,929
-5%
减持
AMAT
Applied Materials
+$861.5K
16,931
-1%
清仓
MCHP
Microchip Technology
-$819.4K
0
-100%
增持
NVDA
Nvidia
+$780.6K
1,885,332
+0%
增持
VTI
Vanguard Total Stock Market ET
+$778.5K
30,946
+6%
增持
FXAIX
Fidelity 500 Index
+$757.6K
12,021
+33%
减持
LMT
Lockheed Martin
-$714.9K
34,727
-1%
增持
—
Lam Research Corp
+$709.4K
9,424
+40%
减持
ORCL
Oracle Corporation
-$703.8K
8,032
-0%
清仓
OKE
Oneok
-$687.9K
0
-100%
建仓
—
Gotham Absolute Return Fund In
+$663.8K
30,919
增持
—
iShares MSCI USA ESG Optimized
+$606.1K
60,289
+5%
减持
HSY
Hershey Company
-$601.3K
4,225
-42%
减持
CARR
Carrier Global Corp Ordinary S
-$582.0K
69,764
-2%
减持
DE
Deere & Company
-$551.1K
8,126
-14%
减持
—
Veralto Corp
-$549.1K
6,720
-41%
建仓
—
Tortoise MLP & Pipeline Instl
+$546.7K
28,476
减持
KMB
Kimberly Clark
-$539.0K
12,262
-14%
增持
IWF
iShares Russell 1000 Growth ET
+$532.4K
5,989
+22%
减持
AN
Autonation
-$531.7K
31,764
-2%
清仓
—
Jensen Portfolio Inc
-$526.1K
0
-100%
建仓
VOOG
Vanguard Admiral Fds Inc
+$490.4K
1,103
减持
COF
Capital One Financial
+$488.1K
24,520
-4%
减持
PPG
PPG Industries
-$486.2K
11,003
-28%
增持
RTX
Raytheon Technologies Corp
+$474.0K
28,577
+0%
建仓
PFUIX
PIMCO International Bond Fund
+$466.0K
59,437
减持
KO
Coca-Cola
-$437.9K
31,080
-21%
清仓
PAVE
Global X US Infrastructure Dev
-$432.8K
0
-100%
减持
AMP
Ameriprise Financial
-$391.7K
59,076
-1%
建仓
AFL
Aflac
+$383.9K
3,481
减持
—
Direxion Daily Technology Bull
-$382.2K
3,280
-47%
减持
ZTS
Zoetis
-$372.9K
9,053
-12%
减持
BRK/B
Berkshire Hathaway Class B
-$363.6K
63,267
-1%
建仓
—
Lazard Fds Inc
+$362.9K
19,975
建仓
—
Qnity Electronics Inc
+$355.3K
4,352
减持
ALL
Allstate
-$337.1K
30,460
-2%
减持
BDX
Becton Dickinson & Co
-$333.7K
1,571
-54%
增持
—
DuPont de Nemours Inc
-$330.6K
8,774
+0%
增持
—
Medtronic PLC
+$330.3K
117,846
+2%
增持
MET
MetLife
-$327.8K
176,079
+2%
减持
—
Health Care Select Sector SPDR
+$318.5K
22,294
-1%
增持
NFLX
Netflix Inc
-$311.7K
7,340
+780%
增持
NEE
Nextera Energy Inc
+$300.6K
59,180
+0%
减持
MRSH
Marsh & McLennan
-$299.6K
4,351
-21%
减持
KEYS
Keysight Technologies Inc
-$290.1K
6,885
-29%
增持
IVW
iShares S&P 500 Growth ETF
+$288.6K
11,154
+24%
建仓
TGT
Target
+$282.7K
2,892
清仓
JABAX
Janus Balanced Fund
-$281.9K
0
-100%
清仓
SMR
NuScale Power Corp Class A
-$277.2K
0
-100%
增持
—
Technology Select Sector SPDR
+$273.6K
84,790
+100%
增持
—
Materials Select Sector SPDR
-$273.5K
85,492
+85%
增持
—
Kinder Morgan Inc
-$270.9K
706,690
+2%
减持
USB
US Bancorp
-$269.7K
66,396
-16%
减持
DVY
iShares Select Dividend ETF
-$267.2K
30,813
-5%
建仓
—
Invesco Balanced-Risk Commodit
+$267.1K
38,706
减持
MO
Altria Group
-$262.4K
27,987
-1%
增持
CAH
Cardinal Health
+$257.0K
5,279
+0%
建仓
CHD
Church & Dwight
+$246.9K
2,945
增持
PGR
Progressive Corp
-$246.3K
13,064
+0%
减持
BMY
Bristol-Myers Squibb
+$243.2K
46,548
-7%
增持
MFC
Manulife Financial Corp
+$241.8K
19,040
+32%
清仓
CMCSA
Comcast Cl A
-$241.6K
0
-100%
增持
NOW
ServiceNow Inc
-$238.0K
5,175
+362%
清仓
FMC
FMC
-$234.4K
0
-100%
建仓
FDX
FedEx Corp
+$232.2K
804
清仓
TWCUX
American Century Twentieth Ult
-$231.3K
0
-100%
清仓
—
Summit Bank OR
-$228.4K
0
-100%
清仓
SPYG
SPDR S&P 500 Growth ETF
-$228.3K
0
-100%
建仓
BR
Broadridge Financial Solutions
+$224.7K
1,007
建仓
AOR
iShares Core 60/40 Balanced Al
+$223.2K
3,434
建仓
CIEN
CIENA Corporation
+$222.6K
952
减持
WWD
Woodward Inc
-$216.7K
3,272
-31%
减持
AME
Ametek
+$215.5K
12,473
-0%
建仓
FSBC
Five Star Bancorp
+$214.7K
6,000
减持
PSX
Phillips 66
-$214.7K
20,408
-3%
