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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 32
增持 85
减持 11
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$84.7M
637,076
+30%
建仓
COLM
COLUMBIA SPORTSWEAR CO
+$64.0M
804,775
建仓
SPYM
SPDR SER TR
+$53.1M
950,608
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
TFLO
ISHARES TR
+$48.5M
961,782
清仓
—
SPDR Portfolio Large Cap ETF
-$47.3M
0
-100%
增持
AAPL
APPLE INC
+$43.2M
878,292
+19%
建仓
META
META PLATFORMS INC
+$38.8M
109,553
清仓
—
iShares Treasury Floating Rate
-$32.8M
0
-100%
清仓
—
Meta Platforms
-$31.7M
0
-100%
增持
IWD
ISHARES TR
+$29.5M
342,744
+92%
增持
AMZN
AMAZON COM INC
+$28.4M
600,825
+21%
建仓
—
LINDE PLC
+$27.3M
66,377
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$26.9M
330,427
增持
EFA
ISHARES TR
+$25.5M
2,234,629
+8%
清仓
—
Vanguard Int.-Term Corporate B
-$24.5M
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$23.8M
6,708
清仓
—
Linde
-$22.9M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$22.2M
513,634
+11%
增持
COST
COSTCO WHSL CORP NEW
+$19.2M
98,316
+18%
增持
ADBE
ADOBE INC
+$18.7M
63,648
+69%
清仓
—
Booking Holdings
-$18.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$16.8M
157,627
+12%
建仓
CSGP
COSTAR GROUP INC
+$16.6M
189,473
减持
IJR
ISHARES TR
-$16.3M
30,290
-85%
增持
IJH
ISHARES TR
+$16.2M
328,700
+9%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$14.8M
29,931
-89%
增持
PCAR
PACCAR INC
+$14.5M
158,244
+793%
清仓
—
Johnson Controls International
-$14.0M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$13.5M
14,239
增持
VEA
VANGUARD TAX-MANAGED FDS
+$13.5M
1,862,093
+8%
清仓
—
CoStar Group
-$12.9M
0
-100%
清仓
—
O'Reilly Automotive
-$12.8M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$12.7M
195,737
-21%
建仓
GPN
GLOBAL PMTS INC
+$12.1M
95,454
增持
V
VISA INC
+$11.7M
212,257
+12%
增持
BA
BOEING CO
+$11.2M
86,960
+46%
清仓
—
NiSource
-$11.1M
0
-100%
建仓
KKR
KKR & CO INC
+$11.1M
134,098
增持
NOW
SERVICENOW INC
+$11.1M
51,944
+13%
清仓
—
Global Payments
-$11.0M
0
-100%
增持
IWF
ISHARES TR
+$11.0M
121,525
+25%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.9M
328,270
+127%
增持
IWN
ISHARES TR
+$10.7M
350,076
+9%
增持
CRM
SALESFORCE INC
+$10.6M
128,306
+12%
增持
LLY
ELI LILLY & CO
+$10.2M
99,317
+12%
建仓
J
JACOBS SOLUTIONS INC
+$10.2M
78,429
增持
JPM
JPMORGAN CHASE & CO
+$10.0M
289,386
+7%
建仓
NI
NISOURCE INC
+$9.7M
366,614
增持
PANW
PALO ALTO NETWORKS INC
+$9.6M
102,881
+16%
增持
IWR
ISHARES TR
+$9.1M
586,031
+11%
建仓
—
SCHWAB CHARLES FAMILY FD
+$9.1M
9,099,630
增持
IWO
ISHARES TR
+$8.6M
195,597
+8%
增持
PLD
PROLOGIS INC.
+$7.8M
266,486
+8%
增持
GOOG
ALPHABET INC
+$7.2M
280,670
+14%
增持
MS
MORGAN STANLEY
+$7.2M
416,360
+8%
增持
—
LAM RESEARCH CORP
+$6.8M
33,397
+8%
增持
NKE
NIKE INC
+$6.8M
119,707
+83%
建仓
MCK
MCKESSON CORP
+$6.5M
14,005
增持
GOOGL
ALPHABET INC
+$6.3M
297,130
+11%
增持
HD
HOME DEPOT INC
+$6.3M
80,186
+13%
增持
IWB
ISHARES TR
+$6.1M
59,986
+46%
减持
EL
LAUDER ESTEE COS INC
-$5.8M
7,914
-84%
建仓
URI
UNITED RENTALS INC
+$5.6M
9,845
增持
UNP
UNION PAC CORP
+$5.2M
93,191
+7%
增持
BAC
BANK AMERICA CORP
+$5.2M
664,761
+6%
增持
AMT
AMERICAN TOWER CORP NEW
+$5.1M
74,313
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.8M
150,119
+8%
增持
IWP
ISHARES TR
+$4.5M
222,049
+8%
增持
—
ACCENTURE PLC IRELAND
+$4.3M
52,334
+14%
建仓
SLB
SCHLUMBERGER LTD
+$4.2M
80,884
减持
HUM
HUMANA INC
-$4.1M
22,048
-25%
增持
VV
VANGUARD INDEX FDS
+$4.0M
153,880
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$3.9M
49,715
+9%
增持
MCD
MCDONALDS CORP
+$3.9M
79,015
+7%
增持
EQIX
EQUINIX INC
+$3.9M
23,635
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.8M
45,671
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.8M
54,645
+10%
增持
CAT
CATERPILLAR INC
+$3.6M
78,751
+9%
增持
GILD
GILEAD SCIENCES INC
+$3.4M
123,866
+41%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.4M
5,017
+14%
增持
AMAT
APPLIED MATLS INC
+$3.4M
85,451
+13%
建仓
SDY
SPDR SER TR
+$3.3M
26,258
增持
ZTS
ZOETIS INC
+$3.2M
74,057
+13%
增持
HON
HONEYWELL INTL INC
+$3.2M
94,981
+5%
清仓
—
SPDR S&P Dividend ETF
-$3.1M
0
-100%
增持
SNPS
SYNOPSYS INC
+$3.0M
26,615
+15%
减持
PFE
PFIZER INC
-$3.0M
334,773
-12%
增持
ECL
ECOLAB INC
+$3.0M
64,918
+11%
增持
MRSH
MARSH & MCLENNAN COS INC
+$2.9M
147,511
+12%
增持
AMGN
AMGEN INC
+$2.7M
45,332
+17%
增持
DIS
DISNEY WALT CO
+$2.7M
129,482
+16%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.7M
198,439
+9%
清仓
BRK/A
Berkshire Hathaway A
-$2.7M
0
-100%
增持
SYK
STRYKER CORPORATION
+$2.6M
49,031
+11%
增持
MDLZ
MONDELEZ INTL INC
+$2.6M
311,324
+8%
增持
IWS
ISHARES TR
+$2.4M
148,976
+4%
清仓
NSRGY
Nestle SA F ADR
-$2.3M
0
-100%
增持
ACWX
ISHARES TR
+$2.3M
48,991
+912%
增持
BIV
VANGUARD BD INDEX FDS
+$2.1M
492,765
+0%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$2.1M
26,703
清仓
—
Jacobs Solutions
-$2.1M
0
-100%
增持
PEP
PEPSICO INC
+$2.0M
125,581
+9%
清仓
—
KKR & Co
-$2.0M
0
-100%
增持
IWM
ISHARES TR
+$2.0M
37,221
+20%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.0M
38,627
+9%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
26,564
建仓
BZH
BEAZER HOMES USA INC
+$1.9M
56,388
清仓
—
Vanguard Russell 1000 Growth I
-$1.8M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
1,890,343
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.8M
172,521
-7%
清仓
—
Vanguard Russell 1000 Value In
-$1.8M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
230,150
+5%
增持
NEE
NEXTERA ENERGY INC
+$1.6M
264,238
+5%
减持
ALB
ALBEMARLE CORP
-$1.6M
21,682
-22%
增持
WMT
WALMART INC
+$1.6M
122,426
+10%
增持
TSLA
TESLA INC
+$1.5M
53,003
+14%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.5M
664,916
+0%
清仓
—
Remitly Global Inc
-$1.5M
0
-100%
增持
—
CHUBB LIMITED
+$1.5M
72,073
+1%
增持
INTC
INTEL CORP
+$1.5M
44,297
+109%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
24,974
+63%
增持
ORCL
ORACLE CORP
+$1.3M
163,714
+9%
建仓
EPAM
EPAM SYS INC
+$1.3M
4,415
清仓
—
Health Care Select Sector SPDR
-$1.3M
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$1.3M
21,849
减持
SYY
SYSCO CORP
-$1.2M
141,333
-19%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
42,531
+2%
增持
VO
VANGUARD INDEX FDS
+$1.2M
12,761
+47%
建仓
RELY
REMITLY GLOBAL INC
+$1.1M
58,752
清仓
—
EPAM Systems
-$1.1M
0
-100%
建仓
—
FERGUSON PLC NEW
+$1.1M
5,838
建仓
NRDS
NERDWALLET INC
+$1.1M
76,232
增持
SBUX
STARBUCKS CORP
+$1.1M
66,575
+14%
清仓
—
Ferguson plc
-$1.0M
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$952.5K
7,006
增持
MRVL
MARVELL TECHNOLOGY INC
+$939.0K
129,150
+2%
增持
VXUS
VANGUARD STAR FDS
+$938.2K
186,661
+1%
建仓
CTAS
CINTAS CORP
+$931.7K
1,546
增持
RTX
RTX CORPORATION
+$868.4K
16,153
+137%
增持
CCK
CROWN HLDGS INC
+$837.2K
102,439
+5%
增持
AGG
ISHARES TR
+$812.6K
11,081
+263%
增持
EOG
EOG RES INC
+$791.3K
165,280
+9%
减持
GVI
ISHARES TR
-$783.5K
71,959
-12%
建仓
VLTO
VERALTO CORP
+$781.6K
9,491
增持
—
APTIV PLC
-$775.1K
123,227
+3%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$754.4K
1,854
建仓
IRM
IRON MTN INC DEL
+$718.7K
10,174
增持
VTV
VANGUARD INDEX FDS
+$714.9K
10,375
+71%
增持
STZ
CONSTELLATION BRANDS INC
+$703.6K
6,025
+101%
建仓
OXY
OCCIDENTAL PETE CORP
+$682.2K
11,391
