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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 13
增持 41
减持 72
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
—
iShares Treasury Floating Rate
+$62.9M
1,248,548
减持
SPIB
SPDR Portfolio Intermediate Te
-$39.1M
10,093
-99%
减持
VV
Vanguard Large Cap ETF
-$31.9M
144,497
-47%
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
AMZN
Amazon.com
-$27.9M
491,590
+1899%
增持
AAPL
Apple
-$26.5M
712,876
+0%
减持
EFA
iShares MSCI EAFE ETF
-$23.3M
1,922,204
-1%
增持
MSFT
Microsoft
-$21.4M
419,301
+0%
清仓
META
Meta Platforms
-$21.3M
0
-100%
减持
NVDA
NVIDIA
-$17.5M
142,599
-1%
建仓
—
Meta Platforms
+$15.5M
96,110
减持
JPM
JPMorgan Chase
-$14.9M
230,425
-23%
增持
VB
Vanguard Small Cap ETF
-$14.9M
416,336
+0%
减持
IWN
iShares Russell 2000 Value Ind
-$12.1M
352,759
-5%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$11.9M
277,092
-0%
减持
UNP
Union Pacific
-$11.8M
83,130
-23%
建仓
—
NiSource
+$11.3M
383,943
减持
DJP
iPath Bloomberg Commodity Inde
-$11.0M
355,820
-44%
减持
PLD
Prologis
-$11.0M
232,900
-2%
减持
IWO
iShares Russell 2000 Growth In
-$10.6M
186,867
-3%
清仓
—
iShares ESG Aware MSCI EM ETF
-$10.3M
0
-100%
增持
VEA
Vanguard FTSE Developed Market
-$10.2M
1,511,964
+1%
清仓
NFLX
Netflix
-$10.1M
0
-100%
减持
BRK/B
Berkshire Hathaway B
-$8.3M
101,016
-1%
减持
GOOGL
Alphabet
-$7.8M
12,994
-0%
增持
JNJ
Johnson & Johnson
+$7.6M
183,371
+30%
减持
COST
Costco Wholesale
-$7.5M
76,911
-0%
减持
DIS
Walt Disney
-$7.5M
169,869
-1%
减持
PPG
PPG Industries
-$7.3M
5,183
-91%
减持
FRCB
First Republic Bank
-$6.8M
75,370
-31%
增持
IWS
iShares Russell Mid-Cap Value
+$6.7M
95,135
+286%
增持
—
JPMorgan Equity Premium Income
+$6.5M
582,892
+39%
增持
GOOG
Alphabet Cl C
-$6.3M
10,491
+0%
增持
BBAX
JPM BetaBuilders Dev Asia ex-J
+$6.3M
156,759
+611%
减持
UPS
United Parcel Service
-$6.2M
193,339
-0%
清仓
CGNX
Cognex
-$5.9M
0
-100%
减持
BAC
Bank of America
-$5.8M
557,289
-1%
减持
—
LAM Research
-$5.8M
47,467
-2%
减持
IWF
iShares Russell 1000 Growth In
-$5.4M
85,709
-1%
减持
—
Johnson Controls International
-$5.4M
270,336
-3%
减持
CRM
Salesforce
-$5.2M
109,140
-0%
减持
PANW
Palo Alto Networks
-$5.1M
37,772
-1%
增持
TSLA
Tesla Motors
-$5.0M
12,465
+0%
减持
DHR
Danaher
-$5.0M
109,711
-2%
减持
—
Medtronic
-$4.6M
214,812
-0%
减持
MS
Morgan Stanley
-$4.6M
357,312
-2%
减持
PYPL
PayPal Holdings
-$4.5M
96,312
-1%
增持
VWO
Vanguard FTSE Emerging Markets
+$4.5M
1,752,310
+18%
减持
IWP
iShares Russell Midcap Growth
-$4.4M
191,435
-2%
增持
SYY
Sysco
+$4.4M
79,170
+177%
减持
CSCO
Cisco Systems
-$4.3M
329,524
-0%
建仓
DG
Dollar General
+$4.1M
16,768
增持
V
VISA Class A
-$4.1M
172,381
+1%
减持
NOW
ServiceNow
-$4.0M
45,491
-1%
增持
IWR
iShares Russell Midcap Index E
-$3.9M
321,113
+2%
减持
SYK
Stryker
-$3.8M
48,035
-4%
增持
CVX
Chevron
-$3.7M
217,257
+1%
减持
—
Aptiv
-$3.7M
115,296
-1%
增持
AMAT
Applied Materials
-$3.5M
86,998
+0%
减持
—
Booking Holdings
-$3.4M
5,638
-0%
减持
ADBE
Adobe
-$3.0M
33,232
-0%
增持
PG
Procter & Gamble
+$3.0M
195,691
+19%
增持
IWD
iShares Russell 1000 Value Ind
-$3.0M
148,566
+1%
减持
LLY
Eli Lilly
+$2.9M
87,478
-2%
增持
WMT
Walmart, Inc.
-$2.8M
103,673
+0%
减持
BA
Boeing
-$2.8M
49,693
-1%
减持
—
Accenture Ltd. Cl A
-$2.8M
46,127
-0%
减持
TAIL
Cambria Tail Risk ETF
-$2.7M
656,916
-23%
减持
NEE
NextEra Energy
-$2.6M
330,198
-1%
减持
MU
Micron Technology
-$2.5M
104,371
-2%
减持
—
Ally Financial
-$2.4M
211,542
-3%
增持
CAT
Caterpillar
-$2.3M
63,782
+3%
减持
VTI
Vanguard Total Stock Market In
-$2.2M
47,062
-3%
减持
—
Truist Financial
-$2.2M
228,799
-0%
增持
TMO
Thermo Fisher Scientific
-$2.2M
47,507
+0%
减持
MRSH
Marsh & McLennan
-$2.1M
129,281
-1%
增持
—
Invesco S&P 500 Equal Weight E
-$2.1M
96,120
+1%
减持
GM
General Motors
-$2.1M
151,755
-4%
增持
HD
Home Depot
-$1.9M
82,741
+1%
减持
EQIX
Equinix
-$1.9M
21,484
-1%
增持
NKE
NIKE Class B
-$1.9M
63,023
+1%
减持
SCHE
Schwab Emerging Markets Equity
-$1.8M
15,155
-81%
减持
BALL
Ball
-$1.7M
75,050
-1%
增持
IWB
iShares Russell 1000 Index ETF
-$1.7M
43,045
+2%
减持
SCHW
Charles Schwab
-$1.5M
64,576
-2%
增持
—
Verisk Analytics
-$1.5M
35,993
+0%
减持
ECL
Ecolab
-$1.4M
60,920
-0%
减持
DLR
Digital Realty Trust
-$1.4M
95,081
-2%
减持
EL
Estee Lauder
-$1.3M
50,279
-3%
增持
HON
Honeywell
-$1.2M
63,726
+1%
增持
VLO
Valero Energy
+$1.2M
162,935
+3%
减持
SHW
Sherwin-Williams
-$1.2M
47,826
-0%
减持
IEI
iShares 3-7 Year Treasury Bond
-$1.2M
396,308
-0%
减持
—
Linde
-$1.2M
37,898
-0%
增持
CMG
Chipotle Mexican Grill
-$1.1M
4,283
+0%
减持
MDY
SPDR S&P MidCap 400 ETF Trust
-$1.1M
8,479
-10%
减持
—
CoStar Group
-$1.1M
168,181
-1%
减持
SPY
SPDR S&P 500 ETF Trust
-$1.1M
11,516
-4%
清仓
IJT
iShares S&P SmlCap 600 Growth
-$1.1M
0
-100%
增持
ZTS
Zoetis
-$1.0M
65,231
+1%
减持
BMY
Bristol-Myers Squibb
+$1.0M
256,462
-0%
增持
EOG
EOG Resources
-$979.0K
138,377
+1%
增持
IWM
iShares Russell 2000 Fund ETF
-$958.0K
26,817
+0%
减持
VEU
Vanguard FTSE All-World Ex-US
-$929.0K
101,485
-3%
清仓
BSV
Vanguard Short-Term Bond ETF
-$887.0K
0
-100%
增持
ABT
Abbott Labs
-$867.0K
98,114
+1%
减持
VIG
Vanguard Dividend Appreciation
-$793.0K
2,001
-70%
增持
QQQ
Invesco QQQ Trust
+$717.0K
6,074
+123%
增持
SPSB
SPDR Short Term Corporate Bond
+$696.0K
103,012
+31%
减持
SNPS
Synopsys
-$686.0K
22,185
-0%
增持
KO
Coca-Cola
+$545.0K
275,195
+2%
减持
VTV
Vanguard Value ETF
-$538.0K
5,402
-36%
减持
VUG
Vanguard Growth ETF
-$529.0K
1,187
-57%
建仓
—
Vanguard Russell 1000 Growth I
+$523.0K
9,299
建仓
SCHO
Schwab Short-Term U.S. Treasur
+$489.0K
9,945
减持
RTX
Raytheon Technologies
-$474.0K
141,911
-0%
建仓
—
Vanguard Russell 1000 Value In
+$462.0K
7,272
减持
LHX
L3Harris Technologies
-$443.0K
55,616
-0%
增持
SBUX
Starbucks
-$425.0K
42,394
+5%
清仓
IVOL
Quadratic Int Rt Volatility an
-$355.0K
0
-100%
减持
VXUS
Vanguard Total International S
-$348.0K
4,357
-55%
增持
IVV
iShares S&P 500 Index Fund
+$346.0K
7,383
+37%
增持
PFE
Pfizer
+$324.0K
347,815
+1%
清仓
DE
Deere & Company
-$322.0K
0
-100%
清仓
VTEB
Vanguard Tax-Exempt Bond ETF
-$314.0K
0
-100%
建仓
SCHZ
Schwab U.S. Aggregate Bond ETF
+$304.0K
6,350
建仓
VCSH
Vanguard Short-Term Corporate
+$300.0K
3,931
建仓
MUB
iShares National Muni Bond ETF
+$298.0K
2,800
增持
AMT
American Tower
+$289.0K
59,564
+0%
清仓
ADSK
Autodesk
-$272.0K
0
-100%
清仓
—
SPDR Gold Trust
-$271.0K
0
-100%
减持
MO
Altria Group
-$268.0K
22,527
-3%
清仓
—
Nordstrom
-$263.0K
0
-100%
清仓
F
Ford Motor
-$255.0K
0
-100%
建仓
TMUS
T-Mobile US
+$253.0K
1,878
减持
USB
U.S. Bancorp
-$252.0K
18,520
-11%
清仓
SCHP
Schwab U.S. TIPS ETF
-$252.0K
0
-100%
清仓
ALGN
Align Technology
-$251.0K
0
-100%
清仓
CLX
Clorox
-$250.0K
0
-100%
清仓
PAYX
Paychex
-$241.0K
0
-100%
清仓
FTNT
Fortinet
-$239.0K
0
-100%
建仓
SNY
Sanofi
+$239.0K
4,782
清仓
NEM
Newmont Mining
-$238.0K
0
-100%
建仓
BP
BP PLC - Spons ADR
+$235.0K
8,299
清仓
XT
iShares Exponential Technologi
-$231.0K
0
-100%
清仓
—
Vanguard Energy ETF
-$230.0K
0
-100%
清仓
—
Invesco FTSE RAFI US 1500 ETF
-$229.0K
0
-100%
清仓
T
AT&T
-$229.0K
0
-100%
减持
PCAR
PACCAR
-$226.0K
8,276
-20%
减持
MDLZ
Mondelez International
-$223.0K
272,129
-0%
清仓
AFL
AFLAC
-$217.0K
0
-100%
