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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 103
减持 23
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
—
JPMorgan Equity Premium Income
-$13.7M
363,724
-38%
清仓
DLR
Digital Realty Trust
-$12.3M
0
-100%
建仓
—
SPDR Portfolio S&P 1500 Compos
+$11.6M
263,723
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
TAIL
Cambria Tail Risk ETF
-$11.5M
0
-100%
建仓
IEF
iShares 7-10 Year Treasury Bon
+$10.6M
110,184
增持
CVS
CVS Health Corporation
+$9.5M
106,698
+1467%
增持
EFA
iShares MSCI EAFE ETF
-$9.4M
1,977,236
+3%
增持
MSFT
Microsoft
-$8.7M
424,895
+1%
减持
PYPL
PayPal Holdings
-$6.1M
6,880
-93%
增持
SYY
Sysco
+$5.8M
177,402
+124%
增持
IWR
iShares Russell Midcap Index E
+$5.8M
427,451
+33%
清仓
MU
Micron Technology
-$5.8M
0
-100%
增持
TSLA
Tesla Motors
+$5.6M
52,784
+323%
增持
VWO
Vanguard FTSE Emerging Markets
-$5.6M
1,846,552
+5%
减持
IWN
iShares Russell 2000 Value Ind
-$5.5M
329,644
-7%
清仓
BALL
Ball
-$5.2M
0
-100%
增持
BRK/B
Berkshire Hathaway B
+$4.5M
119,995
+19%
增持
VEA
Vanguard FTSE Developed Market
-$4.3M
1,577,640
+4%
增持
NVDA
NVIDIA
-$4.3M
142,792
+0%
增持
NOW
ServiceNow
-$4.2M
46,118
+1%
增持
AMZN
Amazon.com
+$4.1M
497,925
+1%
增持
UPS
United Parcel Service
-$4.0M
193,729
+0%
增持
PLD
Prologis
-$3.4M
236,346
+1%
增持
GOOGL
Alphabet
-$3.2M
262,823
+1923%
增持
VZ
Verizon Communications
-$3.2M
266,694
+2%
增持
—
iShares Treasury Floating Rate
+$2.9M
1,303,907
+4%
增持
ADBE
Adobe
-$2.9M
33,638
+1%
增持
V
VISA Class A
-$2.8M
175,456
+2%
增持
PG
Procter & Gamble
-$2.7M
201,207
+3%
增持
—
LAM Research
-$2.7M
47,937
+1%
减持
—
Meta Platforms
-$2.6M
94,748
-1%
增持
PFE
Pfizer
-$2.6M
356,426
+2%
增持
GOOG
Alphabet Cl C
-$2.5M
212,858
+1929%
增持
AAPL
Apple
+$2.3M
721,701
+1%
增持
AMT
American Tower
-$2.2M
60,435
+1%
增持
CRM
Salesforce
-$2.1M
110,461
+1%
增持
EL
Estee Lauder
-$1.9M
50,462
+0%
增持
RTX
Raytheon Technologies
-$1.8M
144,545
+2%
增持
MDLZ
Mondelez International
-$1.8M
275,724
+1%
增持
LHX
L3Harris Technologies
-$1.7M
56,407
+1%
增持
—
CoStar Group
+$1.7M
170,514
+1%
增持
EQIX
Equinix
-$1.7M
21,798
+1%
增持
—
Medtronic
-$1.7M
217,523
+1%
增持
KO
Coca-Cola
-$1.6M
279,631
+2%
增持
JNJ
Johnson & Johnson
-$1.6M
189,369
+3%
增持
MS
Morgan Stanley
+$1.5M
363,273
+2%
增持
JPM
JPMorgan Chase
-$1.5M
233,740
+1%
增持
UNP
Union Pacific
-$1.5M
83,393
+0%
减持
IWO
iShares Russell 2000 Growth In
-$1.5M
179,503
-4%
增持
TMO
Thermo Fisher Scientific
-$1.4M
48,128
+1%
增持
ZTS
Zoetis
-$1.4M
66,258
+2%
增持
BMY
Bristol-Myers Squibb
-$1.3M
259,610
+1%
减持
—
Ally Financial
-$1.2M
210,123
-1%
增持
JPST
JPMorgan Ultra-Short Income ET
+$1.2M
741,880
+3%
减持
VEU
Vanguard FTSE All-World Ex-US
-$1.1M
88,548
-13%
增持
—
Aptiv
-$1.1M
116,714
+1%
增持
NKE
NIKE Class B
-$1.1M
63,978
+2%
增持
WMT
Walmart, Inc.
+$1.1M
105,313
+2%
增持
ABT
Abbott Labs
-$1.1M
99,285
+1%
减持
AMAT
Applied Materials
-$1.0M
83,872
-4%
增持
CMG
Chipotle Mexican Grill
+$950.0K
4,358
+2%
增持
FRCB
First Republic Bank
-$925.0K
76,164
+1%
增持
—
Accenture Ltd. Cl A
-$900.0K
46,278
+0%
增持
DHR
Danaher
+$891.0K
111,136
+1%
增持
IJH
iShares Core S&P Mid-Cap ETF
-$863.0K
281,965
+2%
增持
MCD
McDonald's
-$838.0K
69,676
+2%
增持
NEE
NextEra Energy
+$783.0K
336,179
+2%
增持
VB
Vanguard Small Cap ETF
-$758.0K
424,571
+2%
增持
—
NiSource
-$756.0K
419,436
+9%
增持
CSCO
Cisco Systems
-$742.0K
332,719
+1%
增持
BA
Boeing
-$735.0K
50,041
+1%
增持
IWD
iShares Russell 1000 Value Ind
-$733.0K
152,983
+3%
增持
—
Truist Financial
-$731.0K
232,457
+2%
增持
SHW
Sherwin-Williams
-$726.0K
48,756
+2%
增持
CAT
Caterpillar
-$661.0K
65,459
+3%
增持
SPY
SPDR S&P 500 ETF Trust
+$628.0K
13,921
+21%
增持
LLY
Eli Lilly
+$625.0K
89,648
+2%
清仓
—
Equity Residential
-$616.0K
0
-100%
增持
HD
Home Depot
+$605.0K
84,431
+2%
增持
VV
Vanguard Large Cap ETF
-$585.0K
148,694
+3%
减持
SCHW
Charles Schwab
+$546.0K
64,366
-0%
增持
IWS
iShares Russell Mid-Cap Value
+$532.0K
106,144
+12%
增持
CVX
Chevron
+$523.0K
222,576
+2%
清仓
—
Vanguard Russell 1000 Growth I
-$523.0K
0
-100%
增持
—
Booking Holdings
-$475.0K
5,712
+1%
增持
AMGN
Amgen
-$471.0K
37,985
+2%
增持
DJP
iPath Bloomberg Commodity Inde
-$469.0K
362,012
+2%
减持
VTI
Vanguard Total Stock Market In
-$467.0K
46,860
-0%
清仓
—
Vanguard Russell 1000 Value In
-$462.0K
0
-100%
清仓
INVH
Invitation Homes
-$459.0K
0
-100%
减持
IJR
iShares S&P Small Cap 600 Inde
-$454.0K
29,166
-10%
增持
ECL
Ecolab
-$438.0K
61,824
+1%
增持
EOG
EOG Resources
+$430.0K
140,622
+2%
增持
HON
Honeywell
-$398.0K
63,953
+0%
增持
IEI
iShares 3-7 Year Treasury Bond
-$384.0K
410,496
+4%
增持
—
Johnson Controls International
+$369.0K
270,473
+0%
增持
IWB
iShares Russell 1000 Index ETF
-$368.0K
43,460
+1%
增持
—
Linde
-$366.0K
39,062
+3%
增持
SBUX
Starbucks
+$357.0K
42,678
+1%
建仓
DE
Deere & Company
+$340.0K
1,019
减持
MDY
SPDR S&P MidCap 400 ETF Trust
-$310.0K
7,958
-6%
增持
VLO
Valero Energy
+$293.0K
164,814
+1%
建仓
ADSK
Autodesk
+$279.0K
1,495
增持
PCAR
PACCAR
+$271.0K
11,376
+37%
增持
DIS
Walt Disney
+$256.0K
172,713
+2%
建仓
CLX
Clorox
+$256.0K
1,990
建仓
WM
Waste Management
+$248.0K
1,548
增持
—
Invesco S&P 500 Equal Weight E
-$239.0K
99,487
+4%
清仓
SNY
Sanofi
-$239.0K
0
-100%
减持
IWM
iShares Russell 2000 Fund ETF
-$236.0K
26,112
-3%
增持
CL
Colgate-Palmolive
-$223.0K
26,592
+2%
增持
SYK
Stryker
+$219.0K
48,261
+0%
减持
MMM
3M
-$215.0K
5,462
-14%
建仓
—
Dimensional US Marketwide Valu
+$214.0K
7,227
清仓
USMV
iShares MSCI USA Min Vol Facto
-$211.0K
0
-100%
建仓
PAYX
Paychex
+$210.0K
1,873
清仓
SHEL
Shell plc
-$208.0K
0
-100%
建仓
TSBK
Timberland Bancorp Inc.
+$204.0K
7,366
清仓
—
Canadian Pacific Railway LTD
-$204.0K
0
-100%
增持
BAC
Bank of America
-$197.0K
567,925
+2%
增持
BBAX
JPM BetaBuilders Dev Asia ex-J
+$191.0K
181,196
+16%
减持
MA
MasterCard
-$172.0K
1,842
-16%
增持
PM
Philip Morris Int'l
-$161.0K
12,262
+3%
减持
SCHE
Schwab Emerging Markets Equity
-$159.0K
10,107
-33%
增持
STZ
Constellation Brands
+$157.0K
2,553
+39%
减持
VOO
Vanguard S&P 500 ETF
-$155.0K
5,669
-2%
增持
SNPS
Synopsys
+$152.0K
22,553
+2%
增持
INTC
Intel
-$151.0K
15,601
+6%
清仓
XNCMX
Nuveen CA AMT-Free Quality Mun
-$150.0K
0
-100%
增持
IWP
iShares Russell Midcap Growth
+$147.0K
195,230
+2%
增持
VCSH
Vanguard Short-Term Corporate
+$134.0K
5,845
+49%
增持
VXUS
Vanguard Total International S
+$130.0K
7,766
+78%
增持
BANR
Banner
+$125.0K
5,668
+51%
增持
MRSH
Marsh & McLennan
-$123.0K
133,620
+3%
减持
SCHX
Schwab US Large Cap ETF
-$113.0K
21,450
-6%
增持
COST
Costco Wholesale
+$112.0K
78,289
+2%
减持
CMCSA
Comcast Class A
-$112.0K
6,995
-13%
减持
ADP
Automatic Data Processing
-$110.0K
7,497
-13%
增持
IWF
iShares Russell 1000 Growth In
-$106.0K
88,581
+3%
增持
XLK
Technology Select Sector SPDR
+$105.0K
6,207
+25%
减持
VYM
Vanguard High Dividend Yield E
-$103.0K
9,979
-3%
增持
PEP
PepsiCo
-$92.0K
93,866
+1%
清仓
CMRF
CIM Real Estate Finance Trust
-$90.0K
0
-100%
建仓
—
CIM Real Estate Finance Trust
+$90.0K
12,460
增持
—
Exxon Mobil
+$87.0K
13,897
+6%
增持
ACWX
iShares MSCI ACWI ex US ETF
-$87.0K
17,760
+0%
增持
PANW
Palo Alto Networks
+$79.0K
114,390
+203%
减持
QCOM
Qualcomm
-$69.0K
3,403
-4%
减持
SCHF
Schwab International Equity ET
-$68.0K
12,303
-7%
增持
VIG
Vanguard Dividend Appreciation
+$65.0K
2,606
+30%
