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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 75
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$169.0M
353
-100%
建仓
—
APPLE INC
+$147.6M
860,791
减持
NVDA
NVIDIA CORPORATION
+$61.9M
154,896
-2%
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
MSFT
MICROSOFT CORP
+$27.5M
634,665
-0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$24.0M
414,318
增持
MRK
MERCK & CO INC
+$23.4M
183,337
+2036%
减持
TFLO
ISHARES TR
-$22.3M
517,560
-46%
减持
BA
BOEING CO
-$20.3M
12,099
-86%
增持
AMZN
AMAZON COM INC
+$18.2M
607,247
+1%
建仓
—
APPLIED MATLS INC
+$17.5M
84,937
减持
LLY
ELI LILLY & CO
+$17.3M
96,632
-3%
减持
IWD
ISHARES TR
-$16.3M
225,080
-34%
增持
PH
PARKER-HANNIFIN CORP
+$14.1M
28,426
+668%
减持
JNJ
JOHNSON & JOHNSON
-$14.0M
116,547
-44%
减持
META
META PLATFORMS INC
+$13.9M
108,494
-1%
减持
AMAT
APPLIED MATLS INC
-$13.8M
61
-100%
增持
EFA
ISHARES TR
+$13.6M
2,278,663
+2%
减持
MS
MORGAN STANLEY
-$12.8M
276,473
-34%
增持
—
SCHWAB CHARLES FAMILY FD
+$11.7M
20,780,630
+128%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.5M
152,306
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.0M
2,100,393
+11%
增持
JPM
JPMORGAN CHASE & CO
+$9.8M
294,554
+2%
增持
VB
VANGUARD INDEX FDS
+$9.3M
520,142
+1%
减持
HUM
HUMANA INC
-$9.1M
2,730
-88%
建仓
REGN
REGENERON PHARMACEUTICALS
+$8.6M
8,911
增持
MCK
MCKESSON CORP
+$7.9M
26,807
+91%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$7.8M
181,930
-45%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$7.8M
42,953
增持
SPYM
SPDR SER TR
+$7.2M
980,077
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$6.8M
136,665
-21%
增持
—
LAM RESEARCH CORP
+$6.7M
33,800
+1%
建仓
LEN
LENNAR CORP
+$6.5M
37,672
增持
VLO
VALERO ENERGY CORP
+$6.3M
145,663
+2%
增持
CAT
CATERPILLAR INC
+$6.1M
80,144
+2%
减持
ADBE
ADOBE INC
-$6.0M
63,456
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.7M
1,892,434
+2%
增持
MANH
MANHATTAN ASSOCIATES INC
+$5.7M
23,762
+2241%
增持
DIS
DISNEY WALT CO
+$5.3M
139,467
+8%
增持
URI
UNITED RENTALS INC
+$5.3M
15,110
+53%
增持
IWO
ISHARES TR
+$5.1M
201,080
+3%
增持
KKR
KKR & CO INC
+$4.9M
158,767
+18%
增持
IWR
ISHARES TR
+$4.7M
597,795
+2%
增持
PG
PROCTER AND GAMBLE CO
+$4.6M
236,508
+3%
增持
IJH
ISHARES TR
+$4.4M
1,572,430
+378%
减持
COST
COSTCO WHSL CORP NEW
+$4.4M
96,352
-2%
减持
GM
GENERAL MTRS CO
-$4.4M
14,648
-90%
增持
BAC
BANK AMERICA CORP
+$4.4M
705,674
+6%
增持
VV
VANGUARD INDEX FDS
+$4.2M
157,705
+2%
增持
ORCL
ORACLE CORP
+$4.1M
170,388
+4%
增持
—
LINDE PLC
+$4.1M
67,569
+2%
增持
GOOG
ALPHABET INC
+$4.1M
286,483
+2%
增持
—
MEDTRONIC PLC
+$3.8M
243,304
+15%
增持
NI
NISOURCE INC
+$3.8M
490,108
+34%
减持
CRM
SALESFORCE INC
+$3.7M
124,289
-3%
增持
TSLA
TESLA INC
-$3.7M
53,925
+2%
增持
PCAR
PACCAR INC
+$3.7M
158,438
+0%
减持
V
VISA INC
+$3.6M
210,965
-1%
减持
GOOGL
ALPHABET INC
+$3.3M
296,775
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.3M
284,578
+24%
减持
ALB
ALBEMARLE CORP
-$3.1M
193
-99%
增持
J
JACOBS SOLUTIONS INC
+$2.9M
85,002
+8%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.8M
4,927
-2%
增持
SYY
SYSCO CORP
+$2.8M
161,627
+14%
增持
—
CHUBB LIMITED
+$2.7M
73,177
+2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.6M
14,277
+0%
减持
SYK
STRYKER CORPORATION
+$2.5M
48,023
-2%
增持
WMT
WALMART INC
+$2.4M
361,211
+195%
增持
IWP
ISHARES TR
+$2.4M
224,519
+1%
增持
KO
COCA COLA CO
+$2.4M
312,363
+9%
减持
ZTS
ZOETIS INC
-$2.4M
72,298
-2%
减持
HD
HOME DEPOT INC
+$2.3M
78,506
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
+$2.2M
146,596
-1%
增持
IWS
ISHARES TR
+$2.2M
155,771
+5%
减持
NOW
SERVICENOW INC
+$2.1M
50,897
-2%
增持
DHR
DANAHER CORPORATION
+$2.0M
96,319
+1%
减持
IWF
ISHARES TR
-$2.0M
103,447
-15%
减持
ECL
ECOLAB INC
+$1.9M
64,017
-1%
建仓
—
ABBOTT LABS
+$1.9M
16,749
减持
ABT
ABBOTT LABS
-$1.9M
76
-100%
减持
NKE
NIKE INC
-$1.8M
118,898
-1%
增持
BBAX
J P MORGAN EXCHANGE TRADED F
+$1.8M
247,631
+21%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.8M
72,739
-2%
增持
IWN
ISHARES TR
+$1.7M
353,363
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$1.7M
100,845
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
54,799
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
44,493
-3%
增持
SNPS
SYNOPSYS INC
+$1.6M
26,808
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.5M
131,492
+2%
增持
GPN
GLOBAL PMTS INC
+$1.5M
101,964
+7%
减持
CSGP
COSTAR GROUP INC
+$1.5M
186,772
-1%
增持
NEE
NEXTERA ENERGY INC
+$1.5M
274,070
+4%
减持
IWB
ISHARES TR
+$1.4M
59,492
-1%
减持
SHW
SHERWIN WILLIAMS CO
+$1.4M
48,624
-2%
增持
EOG
EOG RES INC
+$1.4M
167,143
+1%
增持
SLB
SCHLUMBERGER LTD
+$1.1M
96,233
+19%
增持
CCK
CROWN HLDGS INC
-$981.8K
106,634
+4%
减持
GILD
GILEAD SCIENCES INC
-$970.5K
123,739
-0%
增持
CSCO
CISCO SYS INC
+$941.7K
496,661
+5%
增持
KMB
KIMBERLY-CLARK CORP
+$902.9K
13,535
+94%
增持
—
APTIV PLC
-$885.2K
127,693
+4%
减持
IWM
ISHARES TR
-$882.6K
31,327
-16%
减持
VTI
VANGUARD INDEX FDS
+$752.8K
41,716
-2%
增持
VXUS
VANGUARD STAR FDS
+$716.5K
191,299
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$666.1K
41,303
+7%
增持
MCD
MCDONALDS CORP
-$665.1K
80,737
+2%
减持
CVX
CHEVRON CORP NEW
+$613.3K
188,979
-3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$612.9K
8,779
+4%
减持
WAFD
WAFD INC
-$583.4K
10,902
-60%
增持
IVV
ISHARES TR
+$539.9K
11,171
+0%
减持
VLTO
VERALTO CORP
-$534.6K
2,783
-71%
减持
SBUX
STARBUCKS CORP
-$534.4K
64,093
-4%
建仓
TFI
SPDR SER TR
+$517.2K
11,128
增持
LOW
LOWES COS INC
+$508.7K
14,640
+1%
减持
PEP
PEPSICO INC
+$499.4K
124,734
-1%
减持
CPRT
COPART INC
+$470.0K
57,818
-2%
增持
PFE
PFIZER INC
+$469.9K
364,253
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$457.1K
12,327
-2%
减持
EQIX
EQUINIX INC
+$430.8K
23,586
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$421.7K
680,863
+2%
减持
BKNG
BOOKING HOLDINGS INC
+$417.7K
6,674
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$416.1K
504,688
+2%
增持
UNP
UNION PAC CORP
+$412.0K
94,746
+2%
增持
MDLZ
MONDELEZ INTL INC
-$402.9K
316,344
+2%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$390.6K
6,855
减持
ABBV
ABBVIE INC
+$369.4K
14,931
-2%
增持
QQQ
INVESCO QQQ TR
+$356.6K
5,554
+8%
增持
QCOM
QUALCOMM INC
+$343.4K
13,124
+1%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$319.9K
208,869
+5%
清仓
AFL
AFLAC INC
-$319.4K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$310.4K
0
-100%
减持
INTC
INTEL CORP
-$278.2K
44,097
-0%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$272.9K
6,506
增持
IWV
ISHARES TR
+$262.7K
5,109
+10%
建仓
XNTK
SPDR SER TR
+$255.3K
1,400
增持
VOO
VANGUARD INDEX FDS
+$254.0K
5,168
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$247.4K
543,376
+1%
减持
CL
COLGATE PALMOLIVE CO
+$241.5K
26,132
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$240.3K
102,884
-10%
减持
—
EXXON MOBIL CORP
+$238.6K
15,456
-1%
建仓
GLD
SPDR GOLD TR
+$234.3K
1,139
减持
ITOT
ISHARES TR
+$231.8K
24,521
-1%
清仓
TSBK
TIMBERLAND BANCORP INC
-$231.7K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$229.7K
765
增持
AVGO
BROADCOM INC
+$228.4K
873
+5%
清仓
Z
ZILLOW GROUP INC
-$226.3K
0
-100%
清仓
—
FIRST TR ENERGY INFRASTRCTR
-$215.8K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$213.5K
330,936
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$213.2K
11,789
+63%
清仓
F
FORD MTR CO DEL
-$209.4K
0
-100%
清仓
—
NORDSTROM INC
-$206.7K
0
-100%
