小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 68
减持 60
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple
-$18.3M
735,352
-1%
增持
MSFT
Microsoft
-$11.4M
490,426
+0%
建仓
—
Global Payments
+$11.0M
95,314
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
RTX
RTX Corporation
-$9.4M
6,818
-93%
减持
PANW
Palo Alto Networks
-$9.1M
88,552
-24%
减持
CVS
CVS Health Corporation
-$8.3M
16,725
-88%
清仓
DG
Dollar General
-$7.6M
0
-100%
减持
DIS
Walt Disney
-$6.6M
111,653
-36%
增持
CTSH
Cognizant Tech Solutions
+$5.4M
182,012
+70%
减持
LLY
Eli Lilly
+$5.2M
88,711
-2%
减持
UPS
United Parcel Service
-$5.0M
185,642
-2%
增持
EFA
iShares MSCI EAFE ETF
-$4.9M
2,072,468
+2%
建仓
ALB
Albemarle
+$4.7M
27,755
增持
CSCO
Cisco Systems
+$4.6M
454,914
+18%
增持
NEE
NextEra Energy
-$4.2M
252,368
+1%
增持
CVX
Chevron
+$3.9M
248,729
+3%
增持
—
O'Reilly Automotive
+$3.9M
14,107
+51%
减持
AMZN
Amazon.com
-$3.9M
494,913
-3%
增持
—
Johnson Controls International
-$3.7M
263,545
+1%
增持
BRK/B
Berkshire Hathaway B
+$3.5M
139,283
+5%
增持
CCK
Crown Holdings
+$3.5M
97,157
+65%
增持
VLO
Valero Energy
+$3.3M
129,857
+1%
减持
GOOGL
Alphabet
+$2.9M
268,677
-0%
减持
EL
Estee Lauder
-$2.7M
47,992
-2%
减持
—
CoStar Group
-$2.7M
168,271
-4%
增持
IWO
iShares Russell 2000 Growth In
-$2.6M
181,559
+2%
增持
VEA
Vanguard FTSE Developed Market
-$2.5M
1,732,135
+2%
减持
IWN
iShares Russell 2000 Value Ind
-$2.5M
322,094
-2%
减持
AMT
American Tower
-$2.4M
67,336
-3%
增持
EOG
EOG Resources
+$2.4M
151,462
+3%
增持
CAT
Caterpillar
+$2.4M
72,117
+3%
减持
SYK
Stryker
-$2.4M
44,231
-7%
增持
IWS
iShares Russell Mid-Cap Value
+$2.3M
142,747
+24%
增持
IJH
iShares Core S&P Mid-Cap ETF
-$2.2M
300,382
+2%
减持
—
Booking Holdings
+$2.2M
6,070
-1%
减持
—
Meta Platforms
-$2.1M
105,463
-10%
建仓
—
Jacobs Solutions
+$2.1M
15,143
增持
PLD
Prologis
-$2.0M
247,330
+2%
减持
V
VISA Class A
-$1.9M
189,426
-1%
减持
HD
Home Depot
-$1.9M
71,101
-6%
减持
EQIX
Equinix
-$1.9M
20,880
-4%
减持
GOOG
Alphabet Cl C
+$1.9M
245,271
-3%
增持
MCD
McDonald's
-$1.9M
74,171
+3%
增持
AMGN
Amgen
+$1.8M
38,615
+0%
增持
HON
Honeywell
-$1.8M
90,718
+1%
增持
—
Medtronic
-$1.7M
230,258
+3%
增持
VB
Vanguard Small Cap ETF
-$1.6M
461,953
+3%
减持
TMO
Thermo Fisher Scientific
-$1.6M
40,406
-4%
清仓
J
Jacobs Solutions
-$1.6M
0
-100%
减持
VZ
Verizon Communications
-$1.6M
267,452
-3%
减持
SYY
Sysco
-$1.6M
175,176
-1%
增持
PEP
PepsiCo
-$1.6M
114,691
+1%
增持
BMY
Bristol-Myers Squibb
-$1.5M
280,850
+1%
减持
CRM
Salesforce
-$1.5M
114,067
-2%
减持
SHW
Sherwin-Williams
-$1.5M
45,492
-8%
减持
COST
Costco Wholesale
+$1.5M
83,212
-2%
增持
ORCL
Oracle
+$1.5M
150,231
+24%
增持
—
Chubb
+$1.4M
71,434
+2%
减持
CMG
Chipotle Mexican Grill
-$1.4M
4,419
-1%
减持
ECL
Ecolab
-$1.3M
58,332
-3%
减持
IWF
iShares Russell 1000 Growth In
-$1.3M
97,253
-2%
增持
HUM
Humana
+$1.3M
29,233
+1%
增持
JNJ
Johnson & Johnson
-$1.3M
204,052
+2%
增持
BIV
Vanguard Intermediate-Term Bon
-$1.2M
491,327
+1%
增持
JPM
JPMorgan Chase
+$1.2M
270,772
+3%
增持
DHR
Danaher
+$1.1M
87,774
+2%
减持
UNH
UnitedHealth Group
+$1.1M
49,535
-0%
增持
PFE
Pfizer
-$1.1M
381,842
+2%
增持
—
Health Care Select Sector SPDR
+$1.0M
10,155
+344%
增持
—
SPDR Portfolio Large Cap ETF
-$996.1K
940,238
+2%
增持
—
Vanguard Int.-Term Corporate B
-$956.7K
322,576
+0%
减持
IWB
iShares Russell 1000 Index ETF
-$924.9K
41,088
-5%
增持
KO
Coca-Cola
-$924.8K
290,612
+2%
增持
IWR
iShares Russell Midcap Index E
+$907.9K
525,773
+8%
增持
—
Linde
+$904.2K
61,384
+7%
增持
VV
Vanguard Large Cap ETF
-$878.8K
151,115
+1%
增持
IJR
iShares S&P Small Cap 600 Inde
-$876.1K
207,041
+1%
减持
MRSH
Marsh & McLennan
-$851.0K
131,768
-4%
增持
ADBE
Adobe
+$846.5K
37,701
+0%
减持
XLV
Health Care Select Sector SPDR
-$837.6K
15,332
-28%
减持
VTI
Vanguard Total Stock Market In
-$813.7K
41,768
-5%
增持
NKE
NIKE Class B
-$795.3K
65,402
+2%
增持
MS
Morgan Stanley
-$764.1K
387,155
+2%
增持
MDLZ
Mondelez International
-$733.7K
289,269
+1%
增持
WMT
Walmart, Inc.
+$702.4K
111,257
+2%
增持
SPSB
SPDR Short Term Corporate Bond
+$673.6K
116,517
+25%
增持
IWD
iShares Russell 1000 Value Ind
+$657.9K
178,486
+7%
增持
VGIT
Vanguard Intmdt-Term Trs ETF
-$656.0K
663,331
+1%
增持
BBAX
JPM BetaBuilders Dev Asia ex-J
+$655.4K
238,607
+13%
减持
ABT
Abbott Labs
-$653.4K
17,471
-19%
增持
IWP
iShares Russell Midcap Growth
-$639.6K
205,098
+2%
增持
SNPS
Synopsys
+$621.4K
23,214
+1%
减持
TIP
iShares TIPS Bond ETF
-$585.3K
3,168
-63%
增持
MRVL
Marvell Technology Group
-$580.1K
126,547
+2%
减持
—
S&P Global
-$521.1K
688
-64%
减持
VXUS
Vanguard Total International S
-$509.0K
184,616
-0%
减持
SPY
SPDR S&P 500 ETF Trust
-$490.2K
12,705
-5%
减持
OTIS
Otis Worldwide
-$485.8K
4,317
-54%
清仓
—
SPDR Gold Trust
-$445.7K
0
-100%
减持
NOW
ServiceNow
-$443.8K
45,881
-1%
减持
VEU
Vanguard FTSE All-World Ex-US
-$426.1K
144,873
-1%
增持
WAFD
WaFd
+$417.1K
27,046
+160%
增持
VWO
Vanguard FTSE Emerging Markets
-$411.2K
1,934,789
+3%
清仓
—
Stora Enso Oyj
-$402.9K
0
-100%
减持
FFIV
F5
-$402.4K
3,199
-49%
清仓
—
Avantor
-$388.9K
0
-100%
清仓
GLD
SPDR Gold Trust
-$387.9K
0
-100%
增持
AMAT
Applied Materials
-$384.0K
75,710
+1%
减持
NVDA
NVIDIA
+$360.6K
140,808
-2%
减持
—
SPDR S&P Dividend ETF
-$358.9K
27,027
-4%
增持
—
Accenture Ltd. Cl A
+$358.1K
45,898
+3%
减持
NFLX
Netflix
-$342.3K
1,353
-30%
增持
BA
Boeing
-$340.5K
59,732
+7%
增持
SBUX
Starbucks
-$340.4K
58,513
+2%
清仓
BANR
Banner
-$326.8K
0
-100%
减持
VIG
Vanguard Dividend Appreciation
-$319.7K
2,637
-41%
减持
—
iShares Treasury Floating Rate
-$296.0K
646,363
-1%
清仓
—
SPDR Dow Jones Industrial Avg
-$292.6K
0
-100%
增持
GM
General Motors
-$287.3K
161,385
+11%
增持
—
KKR & Co
+$281.5K
32,970
+6%
减持
GVI
iShares Intermediate Govt/Cred
-$279.9K
82,127
-2%
增持
—
Exxon Mobil
+$276.3K
16,016
+7%
减持
RCI
Rogers Communication
-$273.3K
9,000
-34%
增持
LHX
L3Harris Technologies
-$265.3K
35,483
+8%
建仓
SCHD
Schwab U.S. Dividend Equity ET
+$252.3K
3,565
建仓
IEFA
iShares Core MSCI EAFE ETF
+$252.1K
3,918
减持
—
iShares Core MSCI Europe ETF
-$248.5K
9,325
-31%
减持
MDY
SPDR S&P MidCap 400 ETF Trust
-$245.7K
8,280
-2%
增持
—
Aptiv
-$245.0K
120,002
+1%
清仓
VOE
Vanguard Mid-Cap Value ETF
-$242.4K
0
-100%
清仓
—
iShares MSCI USA Min Vol Facto
-$240.8K
0
-100%
清仓
CFG
Citizens Financial Group
-$240.3K
0
-100%
清仓
NTDOY
Nintendo
-$239.8K
0
-100%
减持
WAB
Wabtec
-$236.8K
5,839
-25%
清仓
—
iShares Core MSCI EAFE ETF
-$233.3K
0
-100%
减持
GILD
Gilead Sciences
-$231.0K
87,933
-1%
清仓
CP
Canadian Pacific Kansas City
-$227.4K
0
-100%
减持
SCHE
Schwab Emerging Markets Equity
-$221.3K
126,644
-4%
建仓
SCHZ
Schwab U.S. Aggregate Bond ETF
+$219.6K
4,964
减持
QQQ
Invesco QQQ Trust
-$217.8K
5,156
-8%
增持
IWM
iShares Russell 2000 Fund ETF
-$211.6K
30,943
+2%
减持
VOO
Vanguard S&P 500 ETF
-$211.2K
4,740
-7%
清仓
—
Nordstrom
-$203.1K
0
-100%
建仓
—
Invesco FTSE RAFI US 1500 ETF
+$201.7K
6,115
减持
MMM
3M
-$201.2K
3,454
-34%
增持
SCHX
Schwab US Large Cap ETF
+$200.1K
26,194
+22%
减持
ZTS
Zoetis
-$196.4K
65,518
-3%
减持
VYM
Vanguard High Dividend Yield E
-$196.2K
6,793
-20%
增持
—
NiSource
-$193.9K
450,722
+9%
增持
CPRT
Copart
+$182.4K
59,734
+128%
