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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 70
减持 44
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
VGIT
Vanguard Intmdt-Term Trs ETF
+$47.2M
807,221
减持
IEI
iShares 3-7 Year Treasury Bond
-$46.3M
4,920
-99%
建仓
BIV
Vanguard Intermediate-Term Bon
+$34.0M
457,304
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。
减持
—
iShares Treasury Floating Rate
-$33.7M
637,573
-51%
建仓
—
Vanguard Int.-Term Corporate B
+$23.6M
304,922
减持
EFA
iShares MSCI EAFE ETF
+$19.0M
1,977,090
-0%
减持
AMZN
Amazon.com
-$14.9M
491,996
-1%
建仓
HUM
Humana
+$13.3M
25,916
清仓
—
SPDR Portfolio S&P 1500 Compos
-$11.6M
0
-100%
清仓
IEF
iShares 7-10 Year Treasury Bon
-$10.6M
0
-100%
减持
TSLA
Tesla Motors
-$9.9M
33,004
-37%
增持
VEA
Vanguard FTSE Developed Market
+$9.8M
1,599,733
+1%
增持
CVX
Chevron
+$8.6M
226,332
+2%
增持
ORCL
Oracle
+$8.0M
101,436
+1849%
增持
JPM
JPMorgan Chase
+$7.2M
236,189
+1%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$6.9M
284,151
+1%
减持
ABT
Abbott Labs
-$6.8M
25,199
-75%
增持
DG
Dollar General
+$6.6M
43,697
+154%
清仓
—
Verisk Analytics
-$6.2M
0
-100%
增持
VB
Vanguard Small Cap ETF
+$6.1M
428,577
+1%
增持
IWD
iShares Russell 1000 Value Ind
+$6.0M
176,908
+16%
清仓
—
Ally Financial
-$5.8M
0
-100%
增持
BRK/B
Berkshire Hathaway B
+$5.6M
122,007
+2%
增持
V
VISA Class A
+$5.6M
176,927
+1%
增持
SCHE
Schwab Emerging Markets Equity
+$5.4M
236,522
+2240%
增持
CAT
Caterpillar
+$5.3M
67,030
+2%
减持
—
LAM Research
-$5.2M
29,475
-39%
减持
PG
Procter & Gamble
+$4.8M
199,479
-1%
增持
AAPL
Apple
-$4.7M
731,443
+1%
增持
MSFT
Microsoft
+$3.7M
428,183
+1%
减持
LLY
Eli Lilly
+$3.7M
89,335
-0%
增持
IWR
iShares Russell Midcap Index E
+$3.7M
448,059
+5%
增持
HD
Home Depot
+$3.6M
85,169
+1%
增持
VLO
Valero Energy
+$3.6M
166,854
+1%
增持
MDLZ
Mondelez International
+$3.5M
279,092
+1%
增持
JNJ
Johnson & Johnson
+$3.5M
194,817
+3%
减持
NVDA
NVIDIA
+$3.5M
142,388
-0%
增持
IWF
iShares Russell 1000 Growth In
+$3.3M
102,383
+16%
减持
BA
Boeing
+$3.2M
48,730
-3%
增持
PFE
Pfizer
+$3.1M
365,228
+2%
减持
DIS
Walt Disney
-$3.1M
151,992
-12%
增持
HON
Honeywell
+$3.0M
63,955
+0%
减持
VWO
Vanguard FTSE Emerging Markets
-$2.9M
1,654,176
-10%
增持
RTX
Raytheon Technologies
+$2.9M
145,602
+1%
增持
EOG
EOG Resources
+$2.8M
142,638
+1%
增持
PLD
Prologis
+$2.7M
237,213
+0%
增持
PANW
Palo Alto Networks
-$2.7M
114,776
+0%
增持
CSCO
Cisco Systems
+$2.7M
336,265
+1%
增持
—
Linde
+$2.6M
40,265
+3%
增持
VEU
Vanguard FTSE All-World Ex-US
+$2.6M
129,864
+47%
增持
MS
Morgan Stanley
+$2.5M
367,512
+1%
增持
MRSH
Marsh & McLennan
+$2.5M
135,704
+2%
减持
—
Johnson Controls International
+$2.5M
246,392
-9%
增持
MCD
McDonald's
+$2.4M
70,159
+1%
减持
—
Accenture Ltd. Cl A
-$2.4M
35,667
-23%
减持
—
Meta Platforms
-$2.4M
87,112
-8%
减持
JPST
JPMorgan Ultra-Short Income ET
-$2.3M
696,698
-6%
增持
TMO
Thermo Fisher Scientific
+$2.3M
48,457
+1%
增持
KO
Coca-Cola
+$2.2M
281,070
+1%
减持
GILD
Gilead Sciences
+$2.1M
91,220
-1%
减持
—
Booking Holdings
+$2.1M
5,689
-0%
减持
IWN
iShares Russell 2000 Value Ind
+$2.0M
321,138
-3%
增持
NEE
NextEra Energy
+$2.0M
339,094
+1%
减持
NKE
NIKE Class B
+$2.0M
62,137
-3%
减持
ADBE
Adobe
+$1.9M
33,261
-1%
减持
SYK
Stryker
+$1.9M
47,781
-1%
减持
—
Medtronic
-$1.9M
201,771
-7%
增持
GOOGL
Alphabet
-$1.9M
263,597
+0%
减持
EQIX
Equinix
+$1.8M
21,718
-0%
建仓
—
Vanguard Russell 1000 Value In
+$1.8M
27,017
增持
PEP
PepsiCo
+$1.8M
94,596
+1%
减持
CRM
Salesforce
-$1.7M
106,892
-3%
增持
SHW
Sherwin-Williams
+$1.6M
48,981
+0%
减持
—
Aptiv
+$1.6M
115,611
-1%
增持
IWM
iShares Russell 2000 Fund ETF
+$1.6M
33,890
+30%
减持
—
JPMorgan Equity Premium Income
-$1.6M
312,808
-14%
减持
GM
General Motors
-$1.6M
95,932
-36%
减持
BAC
Bank of America
+$1.6M
564,954
-1%
增持
VO
Vanguard Mid-Cap ETF
+$1.5M
8,494
+630%
增持
—
CoStar Group
+$1.5M
173,121
+2%
增持
AMGN
Amgen
+$1.4M
38,073
+0%
减持
EL
Estee Lauder
+$1.4M
49,595
-2%
建仓
—
Vanguard Russell 1000 Growth I
+$1.4M
25,574
增持
WMT
Walmart, Inc.
+$1.4M
106,118
+1%
增持
BBAX
JPM BetaBuilders Dev Asia ex-J
+$1.4M
184,979
+2%
增持
VTI
Vanguard Total Stock Market In
+$1.4M
51,126
+9%
增持
GVI
iShares Intermediate Govt/Cred
+$1.3M
60,902
+24%
增持
UNH
UnitedHealth Group
+$1.2M
43,797
+1%
减持
UPS
United Parcel Service
+$1.2M
187,023
-3%
增持
COST
Costco Wholesale
-$1.1M
78,529
+0%
增持
GOOG
Alphabet Cl C
-$1.1M
218,463
+3%
增持
UNP
Union Pacific
+$1.1M
83,672
+0%
建仓
SCHA
Schwab US Small Cap ETF
+$1.1M
26,448
增持
IWP
iShares Russell Midcap Growth
+$1.1M
195,802
+0%
增持
DHR
Danaher
+$1.0M
111,984
+1%
减持
—
NiSource
-$1.0M
348,284
-17%
增持
VYM
Vanguard High Dividend Yield E
+$960.3K
17,626
+77%
增持
SCHF
Schwab International Equity ET
+$909.3K
38,973
+217%
增持
IVV
iShares S&P 500 Index Fund
+$879.9K
9,469
+23%
减持
SYY
Sysco
+$878.3K
175,569
-1%
减持
VZ
Verizon Communications
-$827.0K
236,015
-12%
增持
SCHW
Charles Schwab
+$744.6K
64,504
+0%
增持
IWB
iShares Russell 1000 Index ETF
+$736.4K
44,235
+2%
建仓
ITOT
iShares Core S&P Total US Stoc
+$664.7K
7,839
建仓
VGT
Vanguard Information Technolog
+$651.6K
2,040
增持
SBUX
Starbucks
+$644.4K
42,746
+0%
增持
BMY
Bristol-Myers Squibb
+$609.1K
264,976
+2%
增持
FRCB
First Republic Bank
-$607.2K
76,592
+1%
减持
IWS
iShares Russell Mid-Cap Value
+$566.4K
102,159
-4%
清仓
PPG
PPG Industries
-$541.0K
0
-100%
建仓
NFLX
Netflix
+$526.4K
1,785
增持
CMG
Chipotle Mexican Grill
-$485.7K
4,370
+0%
增持
DJP
iPath Bloomberg Commodity Inde
+$475.3K
367,526
+2%
清仓
SCHO
Schwab Short-Term U.S. Treasur
-$472.0K
0
-100%
增持
MDY
SPDR S&P MidCap 400 ETF Trust
+$430.4K
8,190
+3%
增持
—
Exxon Mobil
+$413.6K
14,747
+6%
减持
—
Truist Financial
-$394.9K
226,032
-3%
清仓
VXUS
Vanguard Total International S
-$355.0K
0
-100%
建仓
SMMD
iShares Russell 2500 ETF
+$353.4K
6,651
清仓
SPIB
SPDR Portfolio Intermediate Te
-$334.0K
0
-100%
建仓
BMO
Bank of Montreal
+$324.0K
3,576
减持
ACWX
iShares MSCI ACWI ex US ETF
-$313.5K
8,736
-51%
增持
VOE
Vanguard Mid-Cap Value ETF
+$306.0K
3,838
+119%
建仓
—
Comm Services Select Sector SP
+$305.4K
6,364
减持
SNPS
Synopsys
+$304.6K
22,533
-0%
建仓
GBIL
Goldman Sachs Access Treasury
+$302.8K
3,037
增持
MRK
Merck
+$300.4K
7,385
+23%
减持
IWO
iShares Russell 2000 Growth In
-$298.5K
171,478
-4%
减持
NOW
ServiceNow
+$298.3K
45,621
-1%
增持
USB
U.S. Bancorp
+$281.7K
25,193
+24%
清仓
ADSK
Autodesk
-$279.0K
0
-100%
建仓
XLY
Consumer Discretionary Select
+$269.9K
2,090
减持
—
Invesco S&P 500 Equal Weight E
-$256.0K
87,837
-12%
建仓
AFL
AFLAC
+$249.8K
3,472
建仓
BTU
Peabody Energy
+$239.9K
9,080
建仓
IJT
iShares S&P SmlCap 600 Growth
+$239.5K
2,216
清仓
BP
BP PLC - Spons ADR
-$234.0K
0
-100%
清仓
GLD
SPDR Gold Trust
-$228.0K
0
-100%
建仓
NOC
Northrop Grumman
+$218.8K
401
建仓
—
Canadian Pacific Railway LTD
+$217.4K
2,915
建仓
—
iShares MSCI USA Min Vol Facto
+$216.3K
3,000
建仓
VFH
Vanguard Financials
+$215.3K
2,602
增持
PCAR
PACCAR
+$209.9K
11,740
+3%
建仓
CI
CIGNA
+$208.7K
630
清仓
TMUS
T-Mobile US
-$207.0K
0
-100%
增持
IWV
iShares Russell 3000
+$206.6K
4,022
+22%
建仓
TJX
TJX Companies
+$205.6K
2,583
增持
VTV
Vanguard Value ETF
+$184.5K
6,094
+12%
减持
PYPL
PayPal Holdings
-$183.4K
5,737
-17%
减持
PM
Philip Morris Int'l
+$171.7K
11,755
-4%
