FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
PORTLAND OR · SEC CIK 0000869353
$72.55亿2026Q1 申报市值
406持仓数
37.0%前十大占比 · 第一大 5.2%
104 / 53新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ACWX 新建仓+$3.77亿
AGG 新建仓+$1.69亿
MBB 新建仓+$1.39亿
Honeywell Intern 加仓+$6,753.41万
IWM 新建仓+$6,696.01万
2026Q1 卖出最多 按季末市值估算
Schwab S&P 500 I 清仓-$7,086.75万
MRK 减仓-$4,507.19万
ADP 减仓-$4,056.96万
GOOGL 减仓-$2,914.30万
MSFT 减仓-$2,661.93万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SAN | Banco Santander S.A. | $11.28万 | 0.00% | 10,000 | 10,000 | — | $11.28万 | 新建仓 |
| — | Aegon N.V. - Amer Reg Shrs | $8.91万 | 0.00% | 12,271 | 12,271 | — | $8.91万 | 新建仓 |
| — | Lewis & Clark Bank | $7.05万 | 0.00% | 11,279 | 0 | 0.0% | — | 不变 |
| — | Sony Financial Group Inc ADR | $4.61万 | 0.00% | 10,221 | 10,221 | — | $4.61万 | 新建仓 |
| — | Thunder Mountain Gold Inc | $7,500 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | XTRA Bitcoin Inc | $100 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | Schwab S&P 500 Index Fund | $0 | 0.00% | 0 | -4,040,335 | -100.0% | -$7,086.75万 | 清仓 |
| VFIAX | Vanguard 500 Index Fund | $0 | 0.00% | 0 | -11,924 | -100.0% | -$753.38万 | 清仓 |
| — | DFA US Core Equity 1 Portfolio | $0 | 0.00% | 0 | -65,144 | -100.0% | -$323.11万 | 清仓 |
| — | Fidelity 500 Index | $0 | 0.00% | 0 | -12,021 | -100.0% | -$285.77万 | 清仓 |
| — | Dodge & Cox Stock Fund | $0 | 0.00% | 0 | -131,168 | -100.0% | -$217.61万 | 清仓 |
| — | Baron Focused Growth Instituti | $0 | 0.00% | 0 | -32,599 | -100.0% | -$197.13万 | 清仓 |
| — | Vanguard Total Stock Mkt Idx A | $0 | 0.00% | 0 | -10,554 | -100.0% | -$172.24万 | 清仓 |
| — | Vanguard Value Index Admiral S | $0 | 0.00% | 0 | -17,248 | -100.0% | -$128.51万 | 清仓 |
| — | Vanguard Growth Index Fund | $0 | 0.00% | 0 | -4,765 | -100.0% | -$119.66万 | 清仓 |
| — | Parnassus Eqty Income Fd - INV | $0 | 0.00% | 0 | -17,633 | -100.0% | -$98.57万 | 清仓 |
| — | Schwab Total Stock Market Inde | $0 | 0.00% | 0 | -58,373 | -100.0% | -$95.67万 | 清仓 |
| — | Vanguard World Fds | $0 | 0.00% | 0 | -2,350 | -100.0% | -$90.69万 | 清仓 |
| NOW | ServiceNow Inc | $0 | 0.00% | 0 | -5,175 | -100.0% | -$79.28万 | 清仓 |
| — | Vanguard LifeStrategy Growth | $0 | 0.00% | 0 | -14,107 | -100.0% | -$71.56万 | 清仓 |
| VLTO | Veralto Corp | $0 | 0.00% | 0 | -6,720 | -100.0% | -$67.05万 | 清仓 |
| — | Gotham Absolute Return Fund In | $0 | 0.00% | 0 | -30,919 | -100.0% | -$66.38万 | 清仓 |
| CLX | Clorox Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DFA US Large Cap Value Portfol | $0 | 0.00% | 0 | -11,396 | -100.0% | -$64.17万 | 清仓 |
| — | TIAA-CREF Growth & Income Reta | $0 | 0.00% | 0 | -20,884 | -100.0% | -$59.23万 | 清仓 |
| — | T Rowe Price Capital Appreciat | $0 | 0.00% | 0 | -16,516 | -100.0% | -$59.04万 | 清仓 |
| — | DFA US Core Equity 2 | $0 | 0.00% | 0 | -13,018 | -100.0% | -$57.61万 | 清仓 |
| — | Tortoise MLP & Pipeline Instl | $0 | 0.00% | 0 | -28,476 | -100.0% | -$54.67万 | 清仓 |
| BRO | Brown and Brown | $0 | 0.00% | 0 | -6,547 | -100.0% | -$52.18万 | 清仓 |
| — | Vanguard Wellington Admiral | $0 | 0.00% | 0 | -6,058 | -100.0% | -$46.76万 | 清仓 |
| — | PIMCO International Bond Fund | $0 | 0.00% | 0 | -59,437 | -100.0% | -$46.60万 | 清仓 |
| — | American Funds Growth Fund of | $0 | 0.00% | 0 | -5,419 | -100.0% | -$43.41万 | 清仓 |
| — | American Funds Fundamental Inv | $0 | 0.00% | 0 | -4,643 | -100.0% | -$42.69万 | 清仓 |
| — | DWS Core Equity Fund | $0 | 0.00% | 0 | -11,501 | -100.0% | -$41.38万 | 清仓 |
| — | Vanguard Dividend Growth | $0 | 0.00% | 0 | -12,078 | -100.0% | -$39.68万 | 清仓 |
| — | American Balanced Fund F | $0 | 0.00% | 0 | -10,413 | -100.0% | -$38.99万 | 清仓 |
| AFL | Aflac | $0 | 0.00% | 0 | -3,481 | -100.0% | -$38.38万 | 清仓 |
| GLIFX | Lazard Fds Inc | $0 | 0.00% | 0 | -19,975 | -100.0% | -$36.29万 | 清仓 |
| — | Vanguard Extended Market Idx A | $0 | 0.00% | 0 | -2,278 | -100.0% | -$36.13万 | 清仓 |
| Q | Qnity Electronics Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | American Funds Invmt Co of Ame | $0 | 0.00% | 0 | -5,521 | -100.0% | -$34.56万 | 清仓 |
| — | American Century Heritage I | $0 | 0.00% | 0 | -13,807 | -100.0% | -$34.05万 | 清仓 |
| — | American Funds Growth Funds of | $0 | 0.00% | 0 | -4,199 | -100.0% | -$33.78万 | 清仓 |
| — | MFS Growth R6 | $0 | 0.00% | 0 | -1,672 | -100.0% | -$33.26万 | 清仓 |
| — | American Funds - American Mutu | $0 | 0.00% | 0 | -5,232 | -100.0% | -$31.13万 | 清仓 |
| IIIV | i3 Verticals Inc | $0 | 0.00% | 0 | -10,901 | -100.0% | -$27.46万 | 清仓 |
| — | Invesco Balanced-Risk Commodit | $0 | 0.00% | 0 | -38,706 | -100.0% | -$26.71万 | 清仓 |
| — | SEI Instl Mgd S&P 500 Index A | $0 | 0.00% | 0 | -2,454 | -100.0% | -$24.93万 | 清仓 |
| — | Deutsche Science & Technology | $0 | 0.00% | 0 | -5,599 | -100.0% | -$24.68万 | 清仓 |
| — | Neuberger Berman Sustainable E | $0 | 0.00% | 0 | -4,184 | -100.0% | -$23.28万 | 清仓 |
| — | American Century Growth Fund | $0 | 0.00% | 0 | -4,030 | -100.0% | -$22.96万 | 清仓 |
| WSM | William-Sonoma | $0 | 0.00% | 0 | -1,285 | -100.0% | -$22.95万 | 清仓 |
| BR | Broadridge Financial Solutions | $0 | 0.00% | 0 | -1,007 | -100.0% | -$22.47万 | 清仓 |
| — | Fidelity Advisor New Insights | $0 | 0.00% | 0 | -4,500 | -100.0% | -$21.95万 | 清仓 |
| EFX | Equifax Inc | $0 | 0.00% | 0 | -1,004 | -100.0% | -$21.78万 | 清仓 |
| — | Oakmark Fund Class 1 | $0 | 0.00% | 0 | -1,259 | -100.0% | -$21.66万 | 清仓 |
| — | Constellation Energy Group | $0 | 0.00% | 0 | -611 | -100.0% | -$21.58万 | 清仓 |
| — | Schwab Target 2040 | $0 | 0.00% | 0 | -10,762 | -100.0% | -$21.22万 | 清仓 |
| FTV | Fortive Corp | $0 | 0.00% | 0 | -3,832 | -100.0% | -$21.16万 | 清仓 |
| — | Schwab Target 2040 Index | $0 | 0.00% | 0 | -10,189 | -100.0% | -$20.52万 | 清仓 |
| RPM | RPM International | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Russell Inv LifePoints Growth | $0 | 0.00% | 0 | -10,059 | -100.0% | -$13.60万 | 清仓 |