13FBOX
弗格森·韦尔曼资本 · 13F 持仓分析
期权收益计算器 机构排行

弗格森·韦尔曼资本

FERGUSON WELLMAN CAPITAL MANAGEMENT, INCNo.689 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$81.23亿
环比变动 Q1 2026
+$10.21亿+14.4%
持仓股票数
441
新买入
74
加仓
143
减仓
160
清仓
7
持股不变
64
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
谷歌AGOOGL
5.37%4.9%$4.37亿122.1万股$3.48亿121.0万股+1.1万股+0.91%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
5.15%5.3%$4.18亿549.6万股$3.77亿550.1万股-4,906股-0.09%减仓
苹果AAPL
4.94%4.88%$4.02亿138.8万股$3.46亿136.5万股+2.3万股+1.69%加仓
英伟达NVDA
4.85%4.61%$3.94亿197.1万股$3.27亿187.6万股+9.5万股+5.08%加仓
微软MSFT
4.29%4.73%$3.49亿93.5万股$3.36亿90.8万股+2.6万股+2.90%加仓
博通AVGO
3.29%3.06%$2.67亿70.7万股$2.17亿70.1万股+6,399股+0.91%加仓
摩根大通JPM
2.93%3.1%$2.38亿72.8万股$2.20亿74.9万股-2.1万股-2.76%减仓
思科CSCO
2.26%1.71%$1.83亿156.2万股$1.22亿156.7万股-4,516股-0.29%减仓
亚马逊AMZN
2.19%2.15%$1.78亿74.5万股$1.53亿73.4万股+1.1万股+1.52%加仓
IiShares安硕信托AGG
2.12%2.38%$1.72亿174.2万股$1.69亿170.0万股+4.1万股+2.43%加仓
艾伯维ABBV
2.03%1.99%$1.65亿65.7万股$1.41亿65.0万股+6,367股+0.98%加仓
IiShares安硕信托IVV
2.03%1.93%$1.64亿22.0万股$1.37亿21.0万股+9,735股+4.64%加仓
雪佛龙CVX
1.85%2.63%$1.50亿90.6万股$1.87亿90.2万股+4,426股+0.49%加仓
iShares安硕·MBSACGL
1.8%1.95%$1.46亿154.4万股$1.39亿146.2万股+8.2万股+5.63%加仓
道富·CORP COMSTT
1.69%1.8%$1.37亿80.9万股$1.28亿101.0万股-20.1万股-19.92%减仓
宝洁PG
1.61%1.84%$1.30亿88.9万股$1.30亿90.2万股-1.3万股-1.45%减仓
VisaV
1.52%1.52%$1.24亿36.1万股$1.08亿35.6万股+4,249股+1.19%加仓
美国电力AEP
1.52%1.66%$1.24亿90.4万股$1.18亿90.1万股+2,740股+0.30%加仓
EntergyETR
1.5%2.23%$1.22亿106.0万股$1.59亿141.1万股-35.1万股-24.88%减仓
强生JNJ
1.48%1.61%$1.20亿47.3万股$1.15亿46.9万股+3,742股+0.80%加仓
派克汉尼汾PH
1.43%1.59%$1.16亿11.8万股$1.13亿12.6万股-7,287股-5.79%减仓
美光科技MU
1.37%0.52%$1.11亿9.7万股$3,712.4万11.0万股-1.3万股-12.12%减仓
家得宝HD
1.12%1.2%$9,121.7万25.9万股$8,530.3万25.9万股-726股-0.28%减仓
AMGEN COMAMGN
1.1%1.58%$8,947.0万24.7万股$1.12亿31.9万股-7.2万股-22.61%减仓
PHILIP MORRIS INTLPM
1.06%1.12%$8,618.7万47.6万股$7,980.1万48.3万股-6,237股-1.29%减仓
WELLS FARGO NEWWFC
0.99%1.1%$8,053.6万97.5万股$7,788.3万97.8万股-3,775股-0.39%减仓
沃尔玛WMT
0.99%1.67%$8,038.7万71.0万股$1.19亿95.4万股-24.4万股-25.59%减仓
IiShares安硕·RUSSELLIWM
0.99%0.94%$8,024.9万26.7万股$6,696.0万27.0万股-2,903股-1.08%减仓
PALO ALTOPANW
0.95%0.45%$7,709.3万22.6万股$3,166.8万19.8万股+2.9万股+14.45%加仓
TJXTJX
0.9%1.07%$7,279.0万48.0万股$7,579.3万47.5万股+5,862股+1.24%加仓
康明斯CMI
0.87%$7,097.2万10.0万股$00股+10.0万股新买入
台积电TSM
0.83%0.67%$6,701.7万14.0万股$4,729.1万14.0万股+396股+0.28%加仓
霍尼韦尔HON
0.82%1.55%$6,655.0万29.7万股$1.10亿48.7万股-19.0万股-39.02%减仓
HHONEYWELL AEROSPACE INCHONA
0.81%$6,571.3万29.7万股$00股+29.7万股新买入
嘉信理财SCHW
0.76%0.52%$6,198.5万67.2万股$3,659.2万38.9万股+28.2万股+72.53%加仓
伊顿ETN
0.75%$6,112.9万14.3万股$00股+14.3万股新买入
摩根士丹利MS
0.75%0.75%$6,068.3万29.0万股$5,345.6万32.5万股-3.5万股-10.63%减仓
CencoraCOR
0.75%0.94%$6,062.4万21.4万股$6,662.0万21.2万股+2,165股+1.02%加仓
史赛克SYK
0.72%0.85%$5,885.5万18.7万股$6,070.9万18.5万股+2,180股+1.18%加仓
IiShares安硕IEMG
0.72%0.69%$5,878.2万71.0万股$4,934.8万70.7万股+2,097股+0.30%加仓
自由港麦克莫兰FCX
0.72%0.36%$5,872.1万93.4万股$2,565.0万43.6万股+49.7万股+113.97%加仓
V先锋领航市政债券基金VTEI
0.7%0.82%$5,670.3万56.2万股$5,797.3万58.0万股-1.8万股-3.19%减仓
ANALOG DEVICES COMADI
0.68%0.52%$5,492.4万13.8万股$3,686.1万11.6万股+2.2万股+19.35%加仓
默沙东MRK
0.6%0.65%$4,839.9万37.7万股$4,642.7万38.6万股-9,312股-2.41%减仓
AVALONBAY CMNTYS INC REITAVB
0.58%0.58%$4,671.2万24.8万股$4,092.8万25.1万股-2,993股-1.19%减仓
AMERICAN INTL COM NEWAIG
0.57%0.66%$4,638.3万62.2万股$4,705.5万62.5万股-2,967股-0.47%减仓
IIBMIBM
0.52%0.51%$4,190.1万14.9万股$3,611.8万14.9万股-4股-0.00%减仓
SUMITOMO MITSUI FIN GRP SPONSORED ADRSMFG
0.5%0.48%$4,031.5万171.0万股$3,380.1万171.1万股-1,755股-0.10%减仓
德州仪器TXN
0.49%0.23%$4,014.7万13.5万股$1,646.9万8.5万股+5.0万股+58.77%加仓
IiShares安硕·COREIJR
0.48%0.46%$3,913.9万26.4万股$3,261.0万26.2万股+1,575股+0.60%加仓

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