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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 14
增持 64
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMorgan Ultra-Short Income ET
+$19.5M
718,261
+119%
清仓
XSOE
WisdomTree EM ex-State-Owned E
-$19.0M
0
-100%
增持
BMY
Bristol-Myers Squibb
+$18.3M
256,553
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。
+3596%
减持
IVOL
Quadratic Int Rt Volatility an
-$18.2M
13,870
-98%
减持
NFLX
Netflix
-$16.8M
26,832
-40%
减持
PYPL
PayPal Holdings
-$16.8M
97,332
-35%
清仓
SPHQ
Invesco S&P 500 Quality ETF
-$16.5M
0
-100%
增持
VWO
Vanguard FTSE Emerging Markets
+$16.4M
1,483,986
+41%
增持
KO
Coca-Cola
+$16.1M
270,456
+2303%
清仓
—
D.R. Horton
-$15.4M
0
-100%
建仓
—
Invesco S&P 500 Equal Weight E
+$15.0M
95,184
建仓
TAIL
Cambria Tail Risk ETF
+$14.3M
856,586
减持
DHR
Danaher
-$14.2M
111,780
-22%
减持
XT
iShares Exponential Technologi
-$14.1M
3,912
-98%
增持
TSLA
Tesla Motors
+$12.5M
12,437
+1437%
减持
MSFT
Microsoft
-$12.5M
418,849
-1%
减持
META
Meta Platforms
-$11.7M
95,674
-2%
减持
ECL
Ecolab
-$11.6M
61,182
-36%
清仓
FIS
Fidelity National Info Service
-$11.2M
0
-100%
减持
TMO
Thermo Fisher Scientific
-$10.2M
47,339
-17%
增持
CVX
Chevron
+$10.1M
216,073
+1%
减持
HD
Home Depot
-$9.8M
82,284
-1%
清仓
GBIL
Goldman Sachs Access Treasury
-$9.7M
0
-100%
减持
NEE
NextEra Energy
-$9.4M
332,712
-17%
减持
—
LAM Research
-$9.2M
48,320
-1%
减持
INTC
Intel
-$7.4M
14,653
-91%
减持
JPM
JPMorgan Chase
-$6.9M
299,923
-1%
清仓
—
Vanguard Russell 1000 Value In
-$6.8M
0
-100%
增持
EFA
iShares MSCI EAFE ETF
-$6.6M
1,948,143
+2%
增持
DJP
iPath Bloomberg Commodity Inde
+$6.4M
633,418
+7%
增持
PG
Procter & Gamble
+$6.2M
164,227
+43%
减持
VEU
Vanguard FTSE All-World Ex-US
-$5.9M
104,161
-47%
增持
IWO
iShares Russell 2000 Growth In
-$5.7M
192,303
+3%
减持
MS
Morgan Stanley
-$5.7M
363,264
-5%
减持
—
Aptiv
-$5.4M
116,610
-1%
减持
SHW
Sherwin-Williams
-$5.3M
47,849
-3%
减持
EL
Estee Lauder
-$5.2M
51,738
-1%
增持
SCHW
Charles Schwab
+$5.2M
65,969
+1472%
减持
BRK/B
Berkshire Hathaway B
+$5.2M
101,711
-1%
减持
FRCB
First Republic Bank
-$5.1M
108,899
-1%
增持
VLO
Valero Energy
+$4.8M
158,360
+6%
减持
CRM
Salesforce
-$4.8M
109,221
-1%
减持
—
Johnson Controls International
-$4.5M
279,028
-0%
增持
UPS
United Parcel Service
+$4.3M
193,403
+12%
增持
—
Accenture Ltd. Cl A
+$4.3M
46,328
+70%
增持
NOW
ServiceNow
-$4.2M
46,036
+0%
增持
EOG
EOG Resources
+$4.2M
136,384
+0%
减持
NVDA
NVIDIA
-$4.0M
143,317
-2%
增持
ADBE
Adobe
-$3.5M
33,387
+1%
减持
IWD
iShares Russell 1000 Value Ind
-$3.5M
147,718
-11%
减持
DLR
Digital Realty Trust
-$3.4M
96,928
-0%
增持
VB
Vanguard Small Cap ETF
-$3.4M
414,923
+2%
增持
CAT
Caterpillar
+$3.3M
61,649
+22%
增持
SPIB
SPDR Portfolio Intermediate Te
+$3.2M
1,154,196
+15%
增持
ZTS
Zoetis
-$3.0M
64,886
+4%
增持
IJH
iShares Core S&P Mid-Cap ETF
-$3.0M
277,915
+1%
减持
PLD
Prologis
-$2.8M
237,640
-3%
减持
IWF
iShares Russell 1000 Growth In
-$2.8M
86,968
-1%
增持
VEA
Vanguard FTSE Developed Market
-$2.8M
1,495,885
+2%
增持
DIS
Walt Disney
-$2.7M
171,676
+1%
增持
IWP
iShares Russell Midcap Growth
-$2.7M
194,860
+1%
增持
—
Medtronic
+$2.7M
215,381
+5%
减持
AMT
American Tower
-$2.6M
59,450
-1%
减持
AAPL
Apple
-$2.6M
710,167
-0%
增持
PPG
PPG Industries
-$2.5M
60,484
+0%
增持
CSCO
Cisco Systems
-$2.5M
329,814
+0%
减持
EQIX
Equinix
-$2.3M
21,623
-1%
减持
PANW
Palo Alto Networks
+$2.3M
38,100
-1%
增持
LHX
L3Harris Technologies
+$2.2M
55,884
+2%
增持
AMAT
Applied Materials
-$2.2M
86,823
+0%
增持
—
iShares ESG Aware MSCI EM ETF
+$2.1M
279,647
+35%
增持
PFE
Pfizer
-$2.0M
345,987
+2%
减持
BAC
Bank of America
-$2.0M
562,602
-1%
减持
UNP
Union Pacific
+$2.0M
107,941
-1%
增持
RTX
Raytheon Technologies
+$1.9M
142,458
+1%
增持
NKE
NIKE Class B
-$1.9M
62,123
+1%
增持
—
CoStar Group
-$1.8M
169,420
+2%
减持
GOOGL
Alphabet
-$1.8M
12,999
-1%
减持
—
EPAM Systems
-$1.7M
4,460
-1%
增持
IWN
iShares Russell 2000 Value Ind
-$1.7M
372,600
+0%
增持
AMZN
Amazon.com
-$1.7M
24,586
+0%
增持
ABT
Abbott Labs
-$1.6M
97,391
+5%
减持
MCD
McDonald's
-$1.5M
69,066
-0%
减持
GOOG
Alphabet Cl C
-$1.5M
10,477
-1%
增持
IWS
iShares Russell Midcap Value
+$1.4M
24,666
+90%
增持
GM
General Motors
-$1.3M
157,566
+12%
清仓
—
Vanguard Russell 1000 Growth I
-$1.3M
0
-100%
增持
GILD
Gilead Sciences
-$1.2M
93,289
+0%
建仓
BBAX
JPM BetaBuilders Dev Asia ex-J
+$1.2M
22,047
减持
SBUX
Starbucks
-$1.1M
40,275
-2%
减持
—
Linde
-$1.1M
37,922
-1%
减持
HON
Honeywell
-$1.1M
63,314
-2%
减持
MDY
SPDR S&P MidCap 400 ETF Trust
-$1.0M
9,463
-14%
减持
MDLZ
Mondelez International
-$1.0M
272,685
-0%
减持
SCHE
Schwab Emerging Markets Equity
-$983.0K
78,410
-27%
增持
JNJ
Johnson & Johnson
+$927.0K
140,742
+0%
增持
IEI
iShares 3-7 Year Treasury Bond
+$890.0K
397,533
+7%
建仓
BSV
Vanguard Short-Term Bond ETF
+$887.0K
11,383
增持
—
Ally Financial
+$859.0K
217,608
+20%
增持
VYM
Vanguard High Dividend Yield E
+$759.0K
9,130
+286%
减持
IWM
iShares Russell 2000 Fund ETF
-$716.0K
26,795
-4%
减持
SYK
Stryker
-$648.0K
50,008
-5%
增持
CMG
Chipotle Mexican Grill
-$638.0K
4,265
+1%
增持
VZ
Verizon Communications
+$638.0K
264,373
+7%
减持
MRSH
Marsh & McLennan
-$595.0K
130,292
-1%
增持
WMT
Walmart, Inc.
+$591.0K
103,637
+1%
清仓
BND
Vanguard Total Bond Market ETF
-$584.0K
0
-100%
增持
—
JPMorgan Equity Premium Income
+$573.0K
420,011
+5%
减持
—
Verisk Analytics
-$557.0K
35,839
-1%
增持
PEP
PepsiCo
-$555.0K
91,326
+0%
增持
VTV
Vanguard Value ETF
+$512.0K
8,458
+69%
减持
AMGN
Amgen
+$508.0K
37,274
-1%
增持
IWB
iShares Russell 1000 Index ETF
-$503.0K
42,391
+1%
清仓
—
SPDR Portfolio S&P 1500 Compos
-$491.0K
0
-100%
增持
SNPS
Synopsys
-$490.0K
22,275
+4%
增持
VUG
Vanguard Growth ETF
+$409.0K
2,761
+130%
增持
SPSB
SPDR Short Term Corporate Bond
+$398.0K
78,547
+24%
增持
—
Exxon Mobil
+$395.0K
13,850
+13%
减持
SPY
SPDR S&P 500 ETF Trust
-$378.0K
12,055
-2%
增持
BALL
Ball
-$370.0K
76,052
+1%
减持
V
VISA Class A
+$369.0K
171,318
-1%
增持
MU
Micron Technology
-$360.0K
106,620
+15%
增持
—
Truist Financial
-$355.0K
229,588
+1%
减持
IWV
iShares Russell 3000
-$342.0K
3,047
-26%
建仓
GLD
SPDR Gold Trust
+$332.0K
1,838
清仓
PINS
Pinterest
-$327.0K
0
-100%
减持
TIP
iShares TIPS Bond ETF
-$327.0K
3,143
-44%
建仓
DE
Deere & Company
+$322.0K
774
减持
GVI
iShares Intermediate Govt/Cred
-$317.0K
46,735
-1%
建仓
—
Remitly Global Inc
+$304.0K
30,851
增持
VTI
Vanguard Total Stock Market In
-$296.0K
48,744
+3%
减持
—
Booking Holdings
-$292.0K
5,646
-0%
清仓
XNTK
SPDR Morgan Stanley Technology
-$290.0K
0
-100%
增持
CGNX
Cognex
+$287.0K
76,582
+6%
建仓
—
SPDR Gold Trust
+$271.0K
1,500
增持
SCHF
Schwab International Equity ET
+$270.0K
14,259
+118%
减持
LLY
Eli Lilly
-$267.0K
88,833
-5%
减持
IJR
iShares S&P Small Cap 600 Inde
-$266.0K
28,148
-2%
建仓
—
Nordstrom
+$263.0K
9,714
建仓
SCHP
Schwab U.S. TIPS ETF
+$252.0K
4,156
减持
COST
Costco Wholesale
+$247.0K
77,067
-1%
减持
QQQ
Invesco QQQ Trust
-$245.0K
2,718
-12%
减持
VXUS
Vanguard Total International S
-$244.0K
9,584
-25%
建仓
NEM
Newmont Mining
+$238.0K
3,000
建仓
—
Energy Select Sector SPDR ETF
+$237.0K
3,100
建仓
—
Vanguard Energy ETF
+$230.0K
2,150
增持
VV
Vanguard Large Cap ETF
+$229.0K
272,427
+6%
增持
CL
Colgate-Palmolive
-$227.0K
26,622
+1%
减持
IJT
iShares S&P SmlCap 600 Growth
-$225.0K
8,776
-8%
建仓
AFL
AFLAC
+$217.0K
3,372
