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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 32
增持 86
减持 31
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft
+$41.0M
488,205
+12%
增持
AAPL
Apple
+$25.5M
743,515
+3%
增持
—
SPDR Portfolio Large Cap ETF
+$22.3M
925,973
+72%
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
NVDA
NVIDIA
+$20.8M
143,940
-0%
增持
AMZN
Amazon.com
+$15.5M
512,322
+3%
减持
VGIT
Vanguard Intmdt-Term Trs ETF
-$12.4M
657,439
-23%
减持
LLY
Eli Lilly
+$10.9M
90,617
-1%
增持
—
Meta Platforms
+$10.3M
117,543
+6%
减持
JPST
JPMorgan Ultra-Short Income ET
-$10.0M
535,174
-27%
增持
IJR
iShares S&P Small Cap 600 Inde
+$8.8M
204,780
+71%
清仓
—
Truist Financial
-$8.0M
0
-100%
增持
GOOG
Alphabet Cl C
+$7.1M
251,840
+12%
建仓
CTSH
Cognizant Tech Solutions
+$7.0M
106,867
增持
BRK/B
Berkshire Hathaway B
+$6.9M
132,680
+7%
增持
JPM
JPMorgan Chase
+$6.7M
261,964
+9%
增持
COST
Costco Wholesale
+$6.4M
84,587
+7%
减持
PANW
Palo Alto Networks
+$6.3M
116,854
-1%
增持
HON
Honeywell
+$6.3M
89,468
+39%
增持
VB
Vanguard Small Cap ETF
+$5.8M
447,299
+2%
增持
ADBE
Adobe
+$5.2M
37,582
+10%
建仓
CCK
Crown Holdings
+$5.1M
58,867
减持
LHX
L3Harris Technologies
-$5.0M
32,914
-44%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$4.9M
295,028
+2%
增持
V
VISA Class A
+$4.8M
191,579
+6%
减持
RTX
RTX Corporation
-$4.8M
100,783
-33%
增持
GOOGL
Alphabet
+$4.8M
269,786
+2%
减持
NOW
ServiceNow
+$4.3M
46,425
-1%
增持
ORCL
Oracle
+$3.9M
121,320
+7%
增持
—
LAM Research
+$3.7M
30,304
+2%
增持
IWO
iShares Russell 2000 Growth In
+$3.6M
178,630
+2%
建仓
—
SPDR S&P Dividend ETF
+$3.5M
28,286
减持
—
CoStar Group
+$3.4M
175,271
-1%
增持
IWF
iShares Russell 1000 Growth In
+$3.1M
98,752
+0%
增持
VV
Vanguard Large Cap ETF
+$3.1M
150,210
+3%
减持
VLO
Valero Energy
-$3.0M
128,463
-0%
增持
—
Medtronic
+$2.9M
224,572
+7%
增持
EFA
iShares MSCI EAFE ETF
+$2.8M
2,037,614
+1%
减持
MRSH
Marsh & McLennan
+$2.8M
137,848
-1%
减持
EL
Estee Lauder
-$2.8M
49,136
-3%
增持
CRM
Salesforce
+$2.7M
116,708
+6%
增持
UPS
United Parcel Service
-$2.7M
189,284
+0%
增持
PEP
PepsiCo
+$2.6M
113,405
+12%
减持
TMO
Thermo Fisher Scientific
-$2.6M
42,295
-1%
增持
XLV
Health Care Select Sector SPDR
+$2.4M
21,182
+637%
建仓
CPRT
Copart
+$2.4M
26,220
增持
LOW
Lowe's
+$2.3M
13,684
+260%
增持
JNJ
Johnson & Johnson
+$2.3M
199,692
+1%
增持
IWR
iShares Russell Midcap Index E
+$2.3M
486,127
+2%
减持
TSLA
Tesla Motors
+$2.3M
44,456
-2%
增持
VWO
Vanguard FTSE Emerging Markets
+$2.2M
1,874,982
+2%
增持
MRVL
Marvell Technology Group
+$2.2M
124,291
+4%
增持
—
Linde
+$2.2M
57,605
+3%
减持
DG
Dollar General
-$2.1M
45,014
-3%
减持
—
Johnson Controls International
+$2.0M
260,762
-0%
增持
UNH
UnitedHealth Group
+$2.0M
49,605
+7%
增持
VEA
Vanguard FTSE Developed Market
+$2.0M
1,694,936
+0%
减持
SHW
Sherwin-Williams
+$1.9M
49,255
-1%
减持
CMG
Chipotle Mexican Grill
+$1.9M
4,444
-1%
建仓
TMUS
T-Mobile US
+$1.8M
13,295
增持
CSCO
Cisco Systems
+$1.8M
384,653
+11%
增持
DE
Deere & Company
+$1.8M
5,623
+411%
增持
PG
Procter & Gamble
+$1.8M
210,971
+4%
建仓
—
KKR & Co
+$1.7M
31,240
增持
HD
Home Depot
+$1.7M
75,304
+2%
增持
IWD
iShares Russell 1000 Value Ind
+$1.6M
167,521
+3%
建仓
J
Jacobs Solutions
+$1.6M
13,544
减持
AMAT
Applied Materials
+$1.6M
75,177
-1%
增持
IWN
iShares Russell 2000 Value Ind
+$1.6M
327,823
+1%
增持
NSRGY
Nestle SA F ADR
+$1.6M
19,069
+216%
增持
IVV
iShares S&P 500 Index Fund
+$1.6M
10,958
+35%
增持
CAT
Caterpillar
+$1.5M
70,319
+2%
增持
MCD
McDonald's
+$1.5M
71,728
+1%
增持
PFE
Pfizer
-$1.4M
374,010
+1%
增持
GVI
iShares Intermediate Govt/Cred
+$1.4M
83,594
+22%
增持
AXP
American Express
+$1.4M
9,680
+478%
增持
ABBV
AbbVie
+$1.3M
14,957
+245%
增持
ECL
Ecolab
+$1.3M
59,976
+0%
建仓
PH
Parker-Hannifin
+$1.3M
3,299
增持
—
O'Reilly Automotive
+$1.3M
9,341
+4%
增持
IWP
iShares Russell Midcap Growth
+$1.3M
200,510
+1%
增持
SBUX
Starbucks
+$1.2M
57,348
+35%
减持
EQIX
Equinix
+$1.2M
21,748
-1%
增持
WMT
Walmart, Inc.
+$1.2M
108,735
+1%
减持
—
Aptiv
-$1.2M
118,288
-0%
增持
—
Accenture Ltd. Cl A
+$1.2M
44,519
+1%
增持
DIS
Walt Disney
-$1.2M
174,842
+4%
减持
SNPS
Synopsys
+$1.1M
23,043
-0%
增持
PAYX
Paychex
+$1.1M
11,617
+531%
增持
IWB
iShares Russell 1000 Index ETF
+$1.1M
43,394
+3%
增持
MDLZ
Mondelez International
+$1.1M
285,289
+1%
建仓
BALL
Ball
+$1.1M
18,279
增持
—
Booking Holdings
+$1.1M
6,113
+5%
建仓
KMB
Kimberly-Clark
+$1.0M
7,361
增持
QCOM
Qualcomm
+$1.0M
12,022
+267%
建仓
—
Ferguson plc
+$989.5K
6,290
增持
IWS
iShares Russell Mid-Cap Value
+$984.1K
114,863
+5%
增持
DHR
Danaher
+$979.6K
85,959
+10%
增持
VXUS
Vanguard Total International S
+$954.5K
185,265
+8%
增持
BMY
Bristol-Myers Squibb
-$918.5K
278,927
+3%
建仓
FFIV
F5
+$917.9K
6,276
建仓
WAB
Wabtec
+$857.3K
7,817
增持
AMT
American Tower
+$857.3K
69,646
+13%
增持
HUM
Humana
-$851.8K
28,924
+2%
建仓
OTIS
Otis Worldwide
+$832.5K
9,353
减持
VTI
Vanguard Total Stock Market In
-$773.2K
43,970
-14%
建仓
—
S&P Global
+$772.5K
1,927
增持
NKE
NIKE Class B
-$741.3K
63,867
+1%
减持
SYK
Stryker
+$731.0K
47,328
-1%
增持
AMGN
Amgen
-$730.9K
38,444
+0%
增持
BRK/A
Berkshire Hathaway A
+$726.6K
5
+25%
建仓
—
iShares Core MSCI Europe ETF
+$711.6K
13,520
增持
SPY
SPDR S&P 500 ETF Trust
+$687.3K
13,358
+4%
减持
SYY
Sysco
-$670.1K
177,406
-1%
增持
NEE
NextEra Energy
-$658.1K
250,810
+0%
增持
CVS
CVS Health Corporation
+$623.0K
136,737
+15%
建仓
RCI
Rogers Communication
+$618.8K
13,558
建仓
RPM
RPM International
+$616.3K
6,868
增持
—
Remitly Global Inc
+$582.8K
58,752
+90%
建仓
—
Iron Mountain Inc
+$558.3K
9,825
建仓
—
Vanguard Short-Term Treasury I
+$534.6K
9,261
减持
GILD
Gilead Sciences
-$534.0K
88,500
-0%
建仓
—
Eaton Corp PLC
+$527.9K
2,625
增持
CVX
Chevron
+$519.1K
241,444
+5%
建仓
—
SPDR Gold Trust
+$445.7K
2,500
增持
ZTS
Zoetis
+$433.3K
67,332
+0%
减持
SCHE
Schwab Emerging Markets Equity
-$430.9K
132,082
-12%
建仓
—
Global X MLP ETF
+$429.8K
10,012
建仓
OMER
Omeros
+$421.7K
77,526
增持
KO
Coca-Cola
-$409.0K
285,507
+1%
增持
BAC
Bank of America
+$402.1K
594,407
+2%
增持
GM
General Motors
+$402.0K
145,439
+2%
增持
UNP
Union Pacific
+$401.0K
85,980
+1%
增持
MS
Morgan Stanley
-$390.2K
379,193
+2%
建仓
—
Avantor
+$388.9K
18,936
建仓
VNQ
Vanguard REIT ETF
+$366.5K
4,386
减持
IWM
iShares Russell 2000 Fund ETF
-$347.9K
30,333
-10%
增持
BA
Boeing
+$345.7K
55,834
+4%
增持
XLK
Technology Select Sector SPDR
+$313.9K
5,826
+26%
建仓
—
Health Care Select Sector SPDR
+$303.3K
2,285
建仓
WAFD
Washington Federal
+$275.8K
10,400
增持
IWV
iShares Russell 3000
+$273.8K
4,569
+21%
增持
VEU
Vanguard FTSE All-World Ex-US
+$271.7K
145,941
+2%
增持
INTC
Intel
+$267.0K
20,038
+62%
建仓
FCOM
Fidelity MSCI Comm Svcs Index
+$259.6K
6,449
减持
VGT
Vanguard Information Technolog
-$257.5K
769
-50%
减持
QQQ
Invesco QQQ Trust
+$249.2K
5,590
-1%
建仓
CFG
Citizens Financial Group
+$240.3K
9,213
建仓
NTDOY
Nintendo
+$239.8K
21,071
减持
AGG
iShares Core US Aggregate Bond
-$232.5K
3,741
-38%
建仓
CP
Canadian Pacific Kansas City
+$227.4K
2,815
