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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 67
减持 62
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$170.9M
811,542
+229799%
清仓
—
APPLE INC
-$147.6M
0
-100%
减持
TFLO
ISHARES TR
-$25.8M
8,387
-98%
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。
增持
NVDA
NVIDIA CORPORATION
+$24.4M
1,330,741
+759%
增持
AMAT
APPLIED MATLS INC
+$19.6M
83,015
+135990%
减持
—
SCHWAB CHARLES FAMILY FD
-$18.9M
1,854,630
-91%
清仓
—
APPLIED MATLS INC
-$17.5M
0
-100%
减持
MSFT
MICROSOFT CORP
+$15.8M
632,717
-0%
建仓
DJP
BARCLAYS BANK PLC
+$14.4M
448,594
增持
COST
COSTCO WHSL CORP NEW
+$12.5M
97,752
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$11.5M
770,202
+42%
减持
PLD
PROLOGIS INC.
-$10.7M
219,661
-19%
增持
GOOG
ALPHABET INC
+$9.1M
287,580
+0%
增持
AMZN
AMAZON COM INC
+$9.0M
613,548
+1%
减持
GOOGL
ALPHABET INC
+$8.9M
294,990
-1%
减持
LLY
ELI LILLY & CO
+$8.9M
92,898
-4%
减持
CAT
CATERPILLAR INC
-$7.5M
65,612
-18%
增持
NEE
NEXTERA ENERGY INC
+$7.4M
352,064
+28%
减持
NKE
NIKE INC
-$7.0M
55,777
-53%
减持
CRM
SALESFORCE INC
-$5.9M
122,899
-1%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$5.8M
75,642
增持
—
EATON CORP PLC
+$5.4M
19,598
+676%
增持
SPY
SPDR S&P 500 ETF TR
+$5.0M
20,948
+70%
减持
SLB
SCHLUMBERGER LTD
-$4.7M
12,260
-87%
减持
PG
PROCTER AND GAMBLE CO
-$4.5M
205,526
-13%
减持
V
VISA INC
-$4.5M
207,348
-2%
减持
CSGP
COSTAR GROUP INC
-$4.4M
183,386
-2%
建仓
GE
GE AEROSPACE
+$4.4M
27,452
减持
GPN
GLOBAL PMTS INC
-$4.3M
96,198
-6%
建仓
VRT
VERTIV HOLDINGS CO
+$4.3M
49,904
增持
WMT
WALMART INC
+$4.3M
384,861
+7%
增持
VB
VANGUARD INDEX FDS
-$4.2M
524,235
+1%
减持
EFA
ISHARES TR
-$3.9M
2,272,868
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.9M
2,094,150
-0%
减持
PANW
PALO ALTO NETWORKS INC
+$3.9M
96,043
-5%
减持
HD
HOME DEPOT INC
-$3.5M
77,412
-1%
增持
ORCL
ORACLE CORP
+$3.3M
175,103
+3%
增持
PCAR
PACCAR INC
-$3.1M
160,583
+1%
增持
DIS
DISNEY WALT CO
-$3.0M
141,379
+1%
增持
IJH
ISHARES TR
-$3.0M
1,580,455
+1%
减持
—
LAM RESEARCH CORP
+$2.9M
33,536
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$2.7M
47,473
-2%
减持
IWF
ISHARES TR
+$2.7M
103,080
-0%
增持
SPYM
SPDR SER TR
+$2.7M
983,903
+0%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
51,296
-2%
减持
ADBE
ADOBE INC
+$2.6M
62,392
-2%
减持
IWN
ISHARES TR
-$2.6M
351,528
-1%
增持
BAC
BANK AMERICA CORP
+$2.2M
729,096
+3%
增持
MCD
MCDONALDS CORP
-$2.1M
80,986
+0%
减持
EQIX
EQUINIX INC
-$2.0M
23,023
-2%
增持
—
MEDTRONIC PLC
-$2.0M
243,489
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$2.0M
6,607
-1%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$1.9M
801,798
-0%
清仓
—
ABBOTT LABS
-$1.9M
0
-100%
增持
UNP
UNION PAC CORP
-$1.8M
94,856
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.8M
9,900
+11%
减持
IWD
ISHARES TR
-$1.8M
220,712
-2%
增持
VLO
VALERO ENERGY CORP
-$1.8M
147,288
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.8M
135,573
-1%
增持
VV
VANGUARD INDEX FDS
+$1.8M
157,981
+0%
增持
MCK
MCKESSON CORP
+$1.7M
27,633
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.7M
1,886,113
-0%
增持
ABT
ABBOTT LABS
+$1.7M
16,698
+21871%
减持
IWO
ISHARES TR
-$1.7M
201,019
-0%
减持
PEP
PEPSICO INC
-$1.6M
123,390
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
43,850
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
153,551
+1%
减持
CSCO
CISCO SYS INC
-$1.5M
489,680
-1%
增持
SYY
SYSCO CORP
-$1.5M
162,827
+1%
增持
MS
MORGAN STANLEY
+$1.4M
282,680
+2%
增持
—
LINDE PLC
-$1.4M
68,287
+1%
增持
JNJ
JOHNSON & JOHNSON
-$1.4M
116,753
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.4M
13,970
-2%
增持
MDLZ
MONDELEZ INTL INC
-$1.4M
317,623
+0%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.3M
205,552
-2%
增持
AMGN
AMGEN INC
+$1.3M
46,136
+0%
减持
SYK
STRYKER CORPORATION
-$1.3M
46,813
-3%
减持
—
APTIV PLC
-$1.2M
127,239
-0%
增持
NI
NISOURCE INC
+$1.2M
511,939
+4%
增持
J
JACOBS SOLUTIONS INC
-$1.1M
85,505
+1%
增持
PH
PARKER-HANNIFIN CORP
-$1.1M
29,042
+2%
增持
KKR
KKR & CO INC
+$1.0M
161,489
+2%
增持
MRK
MERCK & CO INC
-$1.0M
187,121
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
296,690
+1%
减持
SBUX
STARBUCKS CORP
-$998.6K
62,413
-3%
减持
TSLA
TESLA INC
+$977.3K
52,844
-2%
增持
HON
HONEYWELL INTL INC
+$963.6K
97,257
+1%
增持
IWR
ISHARES TR
-$908.6K
608,781
+2%
增持
IWP
ISHARES TR
-$848.3K
224,543
+0%
增持
URI
UNITED RENTALS INC
-$810.9K
15,594
+3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$800.3K
215,823
+4280%
减持
NOW
SERVICENOW INC
+$722.4K
50,245
-1%
增持
IWS
ISHARES TR
-$707.1K
155,836
+0%
减持
KO
COCA COLA CO
+$704.4K
311,296
-0%
减持
CVS
CVS HEALTH CORP
-$699.0K
17,979
-19%
增持
SNPS
SYNOPSYS INC
+$676.2K
26,883
+0%
增持
PFE
PFIZER INC
+$639.8K
384,124
+5%
减持
META
META PLATFORMS INC
+$618.1K
105,709
-3%
减持
INTC
INTEL CORP
-$613.0K
43,097
-2%
减持
GILD
GILEAD SCIENCES INC
-$575.2K
123,724
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$573.0K
140,579
-4%
减持
CCK
CROWN HLDGS INC
-$564.2K
106,031
-1%
增持
VTI
VANGUARD INDEX FDS
+$560.8K
42,484
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$542.4K
41,607
+1%
减持
LOW
LOWES COS INC
-$503.9K
14,630
-0%
增持
LEN
LENNAR CORP
+$460.9K
46,305
+23%
减持
IWB
ISHARES TR
-$405.7K
56,227
-5%
增持
QCOM
QUALCOMM INC
+$397.1K
13,149
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$395.3K
23,865
-7%
减持
EL
LAUDER ESTEE COS INC
-$393.6K
6,531
-8%
减持
UNH
UNITEDHEALTH GROUP INC
+$392.0K
54,002
-1%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$391.1K
0
-100%
增持
AVGO
BROADCOM INC
+$389.1K
963
+10%
减持
AMT
AMERICAN TOWER CORP NEW
-$359.0K
71,576
-2%
建仓
AFL
AFLAC INC
+$342.7K
3,837
减持
ECL
ECOLAB INC
+$330.5K
63,496
-1%
增持
GVI
ISHARES TR
+$327.8K
76,670
+5%
减持
IWM
ISHARES TR
-$323.4K
30,877
-1%
建仓
VGT
VANGUARD WORLD FD
+$313.8K
543
清仓
XEL
XCEL ENERGY INC
-$284.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$282.4K
2,403
+111%
增持
BA
BOEING CO
+$275.6K
14,343
+19%
建仓
SPYD
SPDR SER TR
+$274.7K
6,829
清仓
DFCF
DIMENSIONAL ETF TRUST
-$272.9K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$268.0K
689,208
+1%
建仓
MU
MICRON TECHNOLOGY INC
+$255.1K
1,940
增持
MANH
MANHATTAN ASSOCIATES INC
+$244.2K
25,094
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$240.2K
46,313
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$238.7K
8,513
+34%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$236.0K
1,354
减持
CPRT
COPART INC
-$232.8K
57,534
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$231.6K
511,217
+1%
建仓
SHEL
SHELL PLC
+$230.0K
3,187
清仓
OTIS
OTIS WORLDWIDE CORP
-$228.3K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$228.2K
0
-100%
建仓
VHT
VANGUARD WORLD FD
+$226.7K
849
增持
SCHD
SCHWAB STRATEGIC TR
+$223.9K
6,396
+85%
增持
TMUS
T-MOBILE US INC
+$206.5K
12,938
+2%
清仓
WSM
WILLIAMS SONOMA INC
-$203.9K
0
-100%
建仓
—
NORDSTROM INC
+$202.8K
9,559
增持
—
CHUBB LIMITED
-$194.1K
73,560
+1%
增持
DE
DEERE & CO
-$184.4K
6,034
+2%
增持
CVX
CHEVRON CORP NEW
-$182.9K
189,404
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$179.1K
21,730
-4%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$175.8K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$173.6K
8,788
+0%
减持
HUM
HUMANA INC
-$173.5K
2,127
-22%
减持
ABBV
ABBVIE INC
-$169.2K
14,866
-0%
减持
DG
DOLLAR GEN CORP NEW
-$165.2K
6,913
-0%
减持
IJR
ISHARES TR
-$164.8K
30,039
-1%
