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Badgley Phelps Wealth Managers, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Badgley Phelps Wealth Managers, LLC
报告期 2026-03-31 · CIK 0001895362
持仓数
328
前50大市值合计
$3.65B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 22
增持 84
减持 34
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple
+$27.4M
712,761
+2%
建仓
—
JPMorgan Equity Premium Income
+$25.2M
399,047
增持
MSFT
Microsoft
+$25.0M
421,209
+2%
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。
清仓
MBB
iShares MBS ETF
-$15.6M
0
-100%
减持
NVDA
NVIDIA
+$12.7M
146,600
-0%
增持
VV
Vanguard Large Cap ETF
+$12.0M
255,943
+15%
增持
PLD
Prologis
+$11.3M
244,419
+3%
减持
PYPL
PayPal Holdings
-$10.9M
148,641
-1%
增持
EFA
iShares MSCI EAFE ETF
+$9.9M
1,906,286
+6%
增持
—
Accenture Ltd. Cl A
+$9.9M
27,276
+514%
建仓
GBIL
Goldman Sachs Access Treasury
+$9.7M
96,468
减持
ADSK
Autodesk
-$9.5M
1,465
-96%
增持
COST
Costco Wholesale
+$9.5M
77,738
+1%
清仓
DOCU
Docusign
-$9.1M
0
-100%
增持
IEI
iShares 3-7 Year Treasury Bond
+$8.9M
370,166
+24%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$8.7M
274,087
+5%
建仓
GM
General Motors
+$8.2M
140,215
增持
—
LAM Research
+$8.1M
48,935
+3%
增持
HD
Home Depot
+$7.7M
83,070
+2%
清仓
VFC
V.F. Corporation
-$7.6M
0
-100%
增持
VB
Vanguard Small Cap ETF
+$7.1M
405,164
+5%
建仓
—
Vanguard Russell 1000 Value In
+$6.8M
92,677
增持
NEE
NextEra Energy
+$6.8M
402,382
+3%
增持
UNP
Union Pacific
+$6.6M
109,304
+2%
增持
VEU
Vanguard FTSE All-World Ex-US
+$6.4M
194,973
+112%
增持
VEA
Vanguard FTSE Developed Market
+$6.0M
1,460,975
+8%
增持
TMO
Thermo Fisher Scientific
+$6.0M
57,232
+2%
增持
PFE
Pfizer
+$5.9M
337,962
+4%
减持
IVOL
Quadratic Int Rt Volatility an
-$5.9M
690,557
-21%
增持
IWD
iShares Russell 1000 Value Ind
+$5.7M
166,742
+17%
减持
UPS
United Parcel Service
+$5.4M
173,254
-1%
增持
UNH
UnitedHealth Group
+$5.2M
44,088
+2%
减持
—
Medtronic
-$5.1M
205,258
-2%
减持
—
iShares ESG Aware MSCI EM ETF
-$4.9M
206,467
-35%
增持
—
Johnson Controls International
+$4.8M
279,823
+6%
增持
DHR
Danaher
+$4.7M
142,912
+3%
增持
IWR
iShares Russell Midcap Index E
+$4.7M
299,539
+16%
增持
CVX
Chevron
+$4.1M
213,682
+4%
增持
EL
Estee Lauder
+$4.1M
52,132
+3%
减持
LLY
Eli Lilly
+$4.1M
93,065
-0%
增持
SPHQ
Invesco S&P 500 Quality ETF
+$4.0M
309,275
+21%
增持
—
D.R. Horton
+$3.8M
142,277
+3%
增持
ZTS
Zoetis
+$3.7M
62,640
+5%
增持
PG
Procter & Gamble
+$3.6M
115,211
+6%
增持
MRSH
Marsh & McLennan
+$3.6M
131,162
+3%
增持
DLR
Digital Realty Trust
+$3.5M
97,046
+3%
增持
CSCO
Cisco Systems
+$3.5M
329,589
+3%
增持
BRK/B
Berkshire Hathaway B
+$3.4M
102,793
+3%
减持
SHW
Sherwin-Williams
+$3.4M
49,085
-1%
增持
IWN
iShares Russell 2000 Value Ind
+$3.3M
372,242
+2%
增持
PANW
Palo Alto Networks
+$3.2M
38,450
+1%
建仓
SCHE
Schwab Emerging Markets Equity
+$3.2M
106,687
增持
GOOGL
Alphabet
+$3.1M
13,096
+1%
增持
ECL
Ecolab
+$2.8M
95,665
+2%
增持
IWF
iShares Russell 1000 Growth In
+$2.8M
88,066
+0%
增持
AMAT
Applied Materials
+$2.8M
86,764
+3%
增持
MDLZ
Mondelez International
+$2.7M
273,668
+3%
增持
GOOG
Alphabet Cl C
+$2.6M
10,626
+1%
增持
IWO
iShares Russell 2000 Growth In
+$2.6M
187,392
+5%
增持
—
Linde
+$2.6M
38,207
+5%
减持
—
Ally Financial
-$2.6M
180,689
-17%
增持
SPIB
SPDR Portfolio Intermediate Te
+$2.6M
1,001,251
+9%
减持
FIS
Fidelity National Info Service
-$2.5M
102,933
-9%
减持
BA
Boeing
-$2.5M
48,105
-13%
增持
PEP
PepsiCo
+$2.4M
91,190
+2%
增持
DIS
Walt Disney
-$2.4M
169,739
+0%
增持
ABT
Abbott Labs
+$2.4M
93,092
+2%
增持
—
Aptiv
+$2.3M
117,244
+3%
增持
AMZN
Amazon.com
+$2.2M
24,535
+1%
增持
MCD
McDonald's
+$2.2M
69,289
+2%
增持
SNPS
Synopsys
+$2.2M
21,477
+13%
增持
FRCB
First Republic Bank
+$2.2M
110,144
+3%
增持
VTI
Vanguard Total Stock Market In
+$2.1M
47,188
+13%
减持
CAT
Caterpillar
-$2.1M
50,487
-22%
增持
AMT
American Tower
+$2.1M
59,942
+3%
增持
VWO
Vanguard FTSE Emerging Markets
+$1.9M
1,052,544
+5%
增持
JNJ
Johnson & Johnson
+$1.9M
140,393
+2%
增持
BAC
Bank of America
+$1.8M
566,674
+3%
增持
JPST
JPMorgan Ultra-Short Income ET
+$1.8M
328,252
+13%
增持
NOW
ServiceNow
+$1.8M
45,997
+2%
增持
MDY
SPDR S&P MidCap 400 ETF Trust
+$1.7M
10,990
+34%
增持
EOG
EOG Resources
+$1.7M
136,103
+5%
减持
PPG
PPG Industries
+$1.7M
60,460
-1%
增持
XT
iShares Exponential Technologi
+$1.6M
217,542
+7%
增持
DJP
iPath Bloomberg Commodity Inde
+$1.6M
591,884
+12%
增持
NKE
NIKE Class B
+$1.5M
61,364
+3%
增持
EQIX
Equinix
+$1.5M
21,735
+2%
增持
CRM
Salesforce.com
-$1.4M
110,147
+2%
增持
MS
Morgan Stanley
+$1.3M
381,540
+3%
增持
IWP
iShares Russell Midcap Growth
+$1.3M
193,172
+3%
减持
MU
Micron Technology
+$1.3M
93,021
-10%
建仓
—
Vanguard Russell 1000 Growth I
+$1.3M
16,196
减持
VZ
Verizon Communications
-$1.2M
246,901
-5%
增持
—
Verisk Analytics
+$1.1M
36,066
+1%
减持
IWB
iShares Russell 1000 Index ETF
+$945.0K
41,988
-0%
增持
—
CoStar Group
-$915.0K
166,107
+2%
减持
VXUS
Vanguard Total International S
-$878.0K
12,853
-52%
增持
V
VISA Class A
-$820.0K
173,616
+1%
减持
CGNX
Cognex
-$794.0K
72,281
-10%
增持
WMT
Walmart, Inc.
+$709.0K
102,582
+1%
增持
BALL
Ball
+$673.0K
74,948
+3%
减持
XSOE
WisdomTree EM ex-State-Owned E
-$648.0K
515,401
-2%
减持
STZ
Constellation Brands
-$585.0K
2,091
-60%
减持
INTC
Intel
-$576.0K
157,062
-3%
减持
META
Meta Platforms
-$513.0K
97,973
-1%
减持
SYK
Stryker
-$482.0K
52,418
-5%
减持
PM
Philip Morris Int'l
-$468.0K
11,943
-29%
减持
SPY
SPDR S&P 500 ETF Trust
+$409.0K
12,259
-3%
增持
GVI
iShares Intermediate Govt/Cred
+$398.0K
47,378
+9%
增持
SPSB
SPDR Short Term Corporate Bond
+$385.0K
63,570
+25%
减持
AMGN
Amgen
+$383.0K
37,808
-1%
减持
VLO
Valero Energy
+$383.0K
149,970
-3%
增持
RTX
Raytheon Technologies
+$383.0K
141,386
+3%
减持
BND
Vanguard Total Bond Market ETF
-$381.0K
6,890
-39%
增持
VTV
Vanguard Value ETF
+$377.0K
5,018
+88%
增持
JPM
JPMorgan Chase
-$371.0K
301,839
+3%
增持
—
Truist Financial
+$362.0K
228,408
+3%
增持
—
Booking Holdings
+$350.0K
5,648
+2%
建仓
—
SPDR Dow Jones Industrial Avg
+$309.0K
850
建仓
VOE
Vanguard Mid-Cap Value ETF
+$294.0K
1,957
增持
IWV
iShares Russell 3000
+$290.0K
4,111
+23%
减持
MO
Altria Group
-$280.0K
22,527
-24%
清仓
—
Nordstrom
-$274.0K
0
-100%
增持
GILD
Gilead Sciences
+$269.0K
93,279
+0%
建仓
VYM
Vanguard High Dividend Yield E
+$265.0K
2,367
清仓
—
Twitter
-$257.0K
0
-100%
增持
VOO
Vanguard S&P 500 ETF
+$251.0K
5,097
+2%
建仓
USMV
iShares MSCI USA Min Vol Facto
+$243.0K
3,000
清仓
SUB
iShares S/T Natnl Muni Bd ETF
-$237.0K
0
-100%
增持
IJR
iShares S&P Small Cap 600 Inde
+$234.0K
28,848
+3%
减持
TSLA
Tesla Motors
+$226.0K
809
-0%
建仓
IXN
iShares Global Tech ETF
+$223.0K
3,460
建仓
PAYX
Paychex
+$221.0K
1,622
清仓
—
SPDR Portfolio Developed World
-$218.0K
0
-100%
清仓
EBAY
eBay
-$216.0K
0
-100%
建仓
—
Seagate Technology
+$215.0K
1,900
建仓
AZO
AutoZone
+$214.0K
102
清仓
DE
Deere & Company
-$213.0K
0
-100%
建仓
VNQ
Vanguard REIT ETF
+$210.0K
1,813
建仓
PEG
Public Svc. Enterprise Group
+$206.0K
3,082
建仓
TSBK
Timberland Bancorp Inc.
+$204.0K
7,366
清仓
TXN
Texas Instruments
-$204.0K
0
-100%
建仓
FTEC
Fidelity MSCI IT Index ETF
+$203.0K
1,500
建仓
RHHBY
Roche Hldg LTD Spons
+$203.0K
3,925
建仓
NVO
Novo-Nordisk A/S ADR
+$202.0K
1,806
建仓
—
Keysight Technologies
+$202.0K
980
建仓
—
Canadian Pacific Railway LTD
+$201.0K
2,800
减持
USB
U.S. Bancorp
-$198.0K
19,377
-10%
减持
QCOM
Qualcomm
+$181.0K
3,542
-2%
减持
MMM
3M
-$169.0K
5,022
-17%
