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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 96
减持 23
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
—
SPDR Portfolio Large Cap ETF
+$26.0M
539,213
减持
AAPL
Apple
+$23.7M
720,226
-2%
增持
MSFT
Microsoft
+$22.6M
434,519
+1%
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。
建仓
—
Linde
+$19.8M
55,706
增持
NVDA
NVIDIA
+$19.3M
144,268
+1%
清仓
—
JPMorgan Equity Premium Income
-$17.0M
0
-100%
增持
EFA
iShares MSCI EAFE ETF
+$15.1M
2,025,732
+2%
建仓
—
Chubb
+$13.5M
69,342
清仓
—
Linde
-$13.1M
0
-100%
增持
—
Meta Platforms
+$12.9M
110,459
+27%
清仓
—
Invesco S&P 500 Equal Weight E
-$12.4M
0
-100%
清仓
DJP
iPath Bloomberg Commodity Inde
-$12.4M
0
-100%
减持
DHR
Danaher
-$10.1M
77,966
-30%
增持
AMZN
Amazon.com
+$9.9M
496,199
+1%
增持
VWO
Vanguard FTSE Emerging Markets
+$9.6M
1,832,496
+11%
建仓
VXUS
Vanguard Total International S
+$9.4M
170,895
清仓
FRCB
First Republic Bank
-$9.3M
0
-100%
增持
VEA
Vanguard FTSE Developed Market
+$9.2M
1,689,663
+6%
减持
NEE
NextEra Energy
-$9.1M
249,977
-26%
增持
IJR
iShares S&P Small Cap 600 Inde
+$8.9M
119,674
+325%
增持
CRM
Salesforce
+$7.8M
109,857
+3%
建仓
—
O'Reilly Automotive
+$7.6M
9,000
增持
PANW
Palo Alto Networks
+$7.5M
117,906
+3%
增持
TSLA
Tesla Motors
+$5.3M
45,150
+37%
建仓
MRVL
Marvell Technology Group
+$5.2M
119,913
减持
HD
Home Depot
-$5.2M
73,655
-14%
减持
SCHW
Charles Schwab
-$5.1M
4,529
-93%
增持
VB
Vanguard Small Cap ETF
+$4.5M
438,935
+2%
增持
GOOGL
Alphabet
+$4.3M
265,350
+1%
增持
UPS
United Parcel Service
+$4.1M
188,800
+1%
增持
NOW
ServiceNow
+$4.0M
46,799
+3%
增持
—
Booking Holdings
+$4.0M
5,826
+2%
增持
GOOG
Alphabet Cl C
+$3.9M
224,217
+3%
增持
V
VISA Class A
+$3.9M
180,434
+2%
增持
VGIT
Vanguard Intmdt-Term Trs ETF
+$3.7M
849,564
+5%
增持
JNJ
Johnson & Johnson
-$3.7M
198,258
+2%
增持
PFE
Pfizer
-$3.6M
371,146
+2%
增持
DIS
Walt Disney
+$3.6M
167,414
+10%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$3.5M
288,769
+2%
增持
—
LAM Research
+$3.4M
29,852
+1%
增持
COST
Costco Wholesale
+$3.3M
78,726
+0%
增持
PLD
Prologis
+$3.2M
239,804
+1%
增持
CVX
Chevron
-$3.2M
229,665
+1%
减持
VLO
Valero Energy
-$3.1M
129,075
-23%
增持
—
Accenture Ltd. Cl A
+$3.1M
44,025
+23%
增持
IWR
iShares Russell Midcap Index E
+$3.0M
474,968
+6%
增持
VV
Vanguard Large Cap ETF
+$3.0M
146,398
+5%
增持
IWO
iShares Russell 2000 Growth In
+$3.0M
175,216
+2%
增持
BIV
Vanguard Intermediate-Term Bon
+$2.9M
481,092
+5%
增持
—
Aptiv
+$2.5M
118,306
+2%
增持
ORCL
Oracle
+$2.3M
113,874
+12%
增持
AMAT
Applied Materials
+$2.3M
75,564
+5%
增持
BA
Boeing
+$2.2M
53,873
+11%
减持
IWF
iShares Russell 1000 Growth In
+$2.1M
98,345
-4%
增持
BAC
Bank of America
-$2.1M
582,217
+3%
减持
TMO
Thermo Fisher Scientific
-$2.1M
42,735
-12%
增持
CSCO
Cisco Systems
+$2.0M
345,544
+3%
减持
IWD
iShares Russell 1000 Value Ind
-$2.0M
162,853
-8%
增持
SYK
Stryker
+$2.0M
48,020
+1%
增持
—
Vanguard Int.-Term Corporate B
+$2.0M
319,487
+5%
增持
GM
General Motors
+$2.0M
141,933
+48%
增持
ADBE
Adobe
+$2.0M
34,150
+3%
减持
SCHE
Schwab Emerging Markets Equity
-$1.9M
150,250
-36%
增持
JPST
JPMorgan Ultra-Short Income ET
+$1.9M
731,861
+5%
增持
EOG
EOG Resources
-$1.8M
145,076
+2%
增持
ITOT
iShares Core S&P Total US Stoc
+$1.8M
27,456
+250%
增持
IWP
iShares Russell Midcap Growth
+$1.7M
198,773
+2%
增持
SNPS
Synopsys
+$1.7M
23,102
+3%
增持
—
Truist Financial
-$1.7M
234,553
+4%
增持
—
NiSource
+$1.7M
401,608
+15%
增持
EQIX
Equinix
+$1.6M
21,947
+1%
增持
CMG
Chipotle Mexican Grill
+$1.6M
4,477
+2%
增持
MS
Morgan Stanley
+$1.5M
373,272
+2%
增持
ZTS
Zoetis
+$1.4M
67,063
+1%
增持
MCD
McDonald's
+$1.4M
71,257
+2%
增持
HON
Honeywell
-$1.4M
64,216
+0%
增持
CVS
CVS Health Corporation
-$1.4M
118,821
+8%
增持
UNH
UnitedHealth Group
-$1.3M
46,302
+6%
增持
PEP
PepsiCo
+$1.3M
100,953
+7%
增持
—
Medtronic
+$1.3M
210,018
+4%
增持
—
CoStar Group
-$1.2M
176,521
+2%
增持
VEU
Vanguard FTSE All-World Ex-US
+$1.2M
143,426
+10%
增持
LLY
Eli Lilly
-$1.1M
91,872
+3%
增持
MDLZ
Mondelez International
+$1.1M
282,961
+1%
增持
BBAX
JPM BetaBuilders Dev Asia ex-J
+$1.1M
206,811
+12%
减持
ECL
Ecolab
+$1.1M
59,768
-2%
增持
DG
Dollar General
-$1.0M
46,351
+6%
减持
VYM
Vanguard High Dividend Yield E
-$999.0K
8,610
-51%
增持
GVI
iShares Intermediate Govt/Cred
+$941.9K
68,733
+13%
增持
—
iShares Treasury Floating Rate
+$920.5K
653,500
+2%
增持
VZ
Verizon Communications
+$917.8K
262,711
+11%
增持
IWS
iShares Russell Mid-Cap Value
+$871.1K
109,534
+7%
增持
WMT
Walmart, Inc.
+$836.2K
107,716
+2%
增持
AMGN
Amgen
-$733.2K
38,330
+1%
增持
VTI
Vanguard Total Stock Market In
+$683.9K
51,244
+0%
增持
BRK/B
Berkshire Hathaway B
+$652.6K
124,172
+2%
减持
ABT
Abbott Labs
-$635.2K
21,049
-16%
增持
MRSH
Marsh & McLennan
+$625.8K
138,590
+2%
清仓
IEI
iShares 3-7 Year Treasury Bond
-$565.3K
0
-100%
减持
SPSB
SPDR Short Term Corporate Bond
-$540.7K
90,731
-17%
增持
NKE
NIKE Class B
+$519.7K
63,522
+2%
减持
USB
U.S. Bancorp
-$511.7K
16,281
-35%
增持
HUM
Humana
+$510.7K
28,395
+10%
减持
GILD
Gilead Sciences
-$476.5K
88,643
-3%
增持
TIP
iShares TIPS Bond ETF
+$439.8K
7,575
+104%
增持
SHW
Sherwin-Williams
-$431.6K
49,798
+2%
减持
SCHF
Schwab International Equity ET
-$422.1K
23,943
-39%
增持
SYY
Sysco
+$411.4K
179,123
+2%
增持
LHX
L3Harris Technologies
-$369.0K
58,344
+3%
建仓
APD
Air Products & Chemicals
+$368.8K
1,284
增持
LOW
Lowe's
+$365.4K
3,803
+92%
清仓
SMMD
iShares Russell 2500 ETF
-$353.4K
0
-100%
建仓
GLD
SPDR Gold Trust
+$347.8K
1,898
清仓
BMO
Bank of Montreal
-$324.0K
0
-100%
增持
BMY
Bristol-Myers Squibb
-$309.2K
270,609
+2%
减持
IVV
iShares S&P 500 Index Fund
-$305.4K
8,107
-14%
清仓
GBIL
Goldman Sachs Access Treasury
-$302.8K
0
-100%
增持
JPM
JPMorgan Chase
-$300.0K
240,757
+2%
减持
VOE
Vanguard Mid-Cap Value ETF
-$284.3K
1,751
-54%
清仓
SCHZ
Schwab U.S. Aggregate Bond ETF
-$280.1K
0
-100%
增持
KO
Coca-Cola
-$276.7K
283,769
+1%
建仓
AXP
American Express
+$276.3K
1,675
清仓
XLY
Consumer Discretionary Select
-$269.9K
0
-100%
清仓
GS
Goldman Sachs Group
-$266.1K
0
-100%
建仓
—
iShares Core MSCI EAFE ETF
+$252.5K
3,777
增持
VIG
Vanguard Dividend Appreciation
+$251.4K
4,488
+55%
清仓
TSBK
Timberland Bancorp Inc.
-$251.4K
0
-100%
增持
CAT
Caterpillar
-$245.8K
69,096
+3%
清仓
IJT
iShares S&P SmlCap 600 Growth
-$239.5K
0
-100%
清仓
NOC
Northrop Grumman
-$218.8K
0
-100%
清仓
VFH
Vanguard Financials
-$215.3K
0
-100%
建仓
ADSK
Autodesk
+$214.8K
1,032
建仓
F
Ford Motor
+$213.2K
16,921
增持
—
Seattle Genetics
+$209.2K
2,144
+23%
清仓
CI
CIGNA
-$208.7K
0
-100%
增持
PCAR
PACCAR
+$208.0K
18,714
+59%
建仓
SHEL
Shell plc
+$201.0K
3,494
增持
AMT
American Tower
-$200.5K
61,906
+2%
减持
SBUX
Starbucks
+$193.2K
42,578
-0%
增持
AVGO
Broadcom
+$193.1K
806
+39%
增持
MDY
SPDR S&P MidCap 400 ETF Trust
+$185.2K
8,315
+2%
减持
IWB
iShares Russell 1000 Index ETF
+$180.9K
42,149
-5%
减持
SPY
SPDR S&P 500 ETF Trust
+$178.3K
12,785
-3%
增持
AGG
iShares Core US Aggregate Bond
+$177.0K
6,011
+38%
增持
NFLX
Netflix
+$153.2K
1,967
+10%
增持
SCHX
Schwab US Large Cap ETF
+$145.4K
22,467
+8%
清仓
CSQ
Calamos Strategic Total Return
-$144.8K
0
-100%
增持
SCHG
Schwab U.S. Large-Cap Growth E
+$135.9K
7,727
+17%
减持
QQQ
Invesco QQQ Trust
+$135.8K
5,658
-10%
增持
SCHA
Schwab US Small Cap ETF
+$135.4K
28,782
+9%
