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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 96
减持 36
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$18.8M
814,379
+0%
减持
—
LAM RESEARCH CORP
-$14.7M
25,787
-23%
增持
EFA
ISHARES TR
+$13.7M
2,292,858
+1%
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
VB
VANGUARD INDEX FDS
+$11.3M
529,931
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.1M
2,148,016
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.5M
158,604
+3%
增持
MSFT
MICROSOFT CORP
-$9.5M
635,153
+0%
减持
CVX
CHEVRON CORP NEW
-$9.2M
138,407
-27%
增持
—
EXXON MOBIL CORP
+$8.4M
87,478
+434%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.3M
1,903,943
+1%
增持
META
META PLATFORMS INC
+$7.3M
105,864
+0%
建仓
TXN
TEXAS INSTRS INC
+$7.0M
33,654
增持
IJH
ISHARES TR
+$6.7M
1,592,315
+1%
增持
ORCL
ORACLE CORP
+$5.9M
179,943
+3%
增持
WMT
WALMART INC
+$5.9M
395,608
+3%
增持
PH
PARKER-HANNIFIN CORP
+$5.5M
31,934
+10%
增持
IWN
ISHARES TR
+$5.5M
353,739
+1%
增持
NEE
NEXTERA ENERGY INC
+$5.3M
358,188
+2%
减持
NOW
SERVICENOW INC
+$5.2M
50,010
-0%
增持
IWR
ISHARES TR
+$4.8M
614,997
+1%
增持
IWO
ISHARES TR
+$4.8M
202,832
+1%
减持
GOOGL
ALPHABET INC
-$4.8M
294,858
-0%
增持
KKR
KKR & CO INC
+$4.5M
164,267
+2%
减持
HD
HOME DEPOT INC
+$4.4M
76,575
-1%
增持
SPYM
SPDR SER TR
+$4.3M
996,539
+1%
增持
GOOG
ALPHABET INC
-$4.3M
289,817
+1%
增持
MCD
MCDONALDS CORP
+$4.3M
81,740
+1%
增持
CAT
CATERPILLAR INC
+$4.2M
66,667
+2%
增持
IWD
ISHARES TR
+$3.9M
223,665
+1%
增持
URI
UNITED RENTALS INC
+$3.7M
17,055
+9%
增持
TSLA
TESLA INC
+$3.7M
54,144
+2%
增持
NI
NISOURCE INC
+$3.7M
532,023
+4%
减持
SHW
SHERWIN WILLIAMS CO
+$3.5M
46,296
-2%
增持
—
LINDE PLC
+$3.3M
69,732
+2%
增持
KO
COCA COLA CO
+$3.1M
319,492
+3%
增持
VLO
VALERO ENERGY CORP
-$3.1M
148,277
+1%
增持
DHR
DANAHER CORPORATION
+$3.0M
97,050
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$3.0M
298,812
+1%
减持
EQIX
EQUINIX INC
+$2.9M
22,899
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.9M
51,984
-4%
增持
—
MEDTRONIC PLC
+$2.9M
244,825
+1%
增持
MDLZ
MONDELEZ INTL INC
+$2.9M
320,980
+1%
建仓
AMTM
AMENTUM HOLDINGS INC
+$2.8M
86,216
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.8M
62,605
+35%
增持
AMZN
AMAZON COM INC
-$2.7M
621,584
+1%
减持
LLY
ELI LILLY & CO
-$2.7M
91,878
-1%
增持
VV
VANGUARD INDEX FDS
+$2.7M
160,004
+1%
增持
AMAT
APPLIED MATLS INC
-$2.7M
83,737
+1%
增持
—
CHUBB LIMITED
+$2.6M
74,234
+1%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.6M
214,881
+5%
减持
V
VISA INC
+$2.5M
206,998
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$2.5M
520,277
+2%
增持
UNP
UNION PAC CORP
+$2.4M
96,995
+2%
减持
ADBE
ADOBE INC
-$2.4M
62,242
-0%
减持
SNPS
SYNOPSYS INC
-$2.4M
26,822
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.4M
703,822
+2%
减持
CSCO
CISCO SYS INC
+$2.4M
481,594
-2%
减持
PLD
PROLOGIS INC.
+$2.4M
214,091
-3%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
209,350
+2%
增持
LEN
LENNAR CORP
+$2.3M
49,494
+7%
增持
MS
MORGAN STANLEY
+$2.3M
285,520
+1%
增持
CRM
SALESFORCE INC
+$2.2M
123,490
+0%
增持
MCK
MCKESSON CORP
-$2.2M
28,131
+2%
减持
AMT
AMERICAN TOWER CORP NEW
+$2.2M
69,783
-3%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.2M
48,393
+16%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
118,575
+2%
减持
CCK
CROWN HLDGS INC
+$2.1M
104,658
-1%
增持
IWS
ISHARES TR
+$2.1M
158,165
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
437,682
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0M
42,378
-3%
增持
NVDA
NVIDIA CORPORATION
-$1.9M
1,338,035
+1%
减持
GILD
GILEAD SCIENCES INC
+$1.9M
123,628
-0%
增持
—
EATON CORP PLC
+$1.8M
24,067
+23%
减持
—
ACCENTURE PLC IRELAND
+$1.8M
49,122
-4%
增持
BBAX
J P MORGAN EXCHANGE TRADED F
+$1.7M
251,683
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.7M
339,808
+2%
增持
IWP
ISHARES TR
+$1.7M
225,958
+1%
增持
MRK
MERCK & CO INC
-$1.7M
189,435
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.6M
88,343
+17%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.5M
207,884
-4%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
45,466
+7%
减持
ZTS
ZOETIS INC
+$1.5M
70,085
-0%
减持
BKNG
BOOKING HOLDINGS INC
+$1.5M
6,566
-1%
增持
GE
GE AEROSPACE
+$1.5M
30,810
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
295,093
+2%
增持
IWF
ISHARES TR
+$1.3M
103,624
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.3M
13,915
-0%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
196,039
+3%
增持
SYY
SYSCO CORP
+$1.2M
164,395
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$1.2M
138,174
-2%
建仓
FERG
FERGUSON ENTERPRISES INC
+$1.1M
5,759
增持
MANH
MANHATTAN ASSOCIATES INC
+$1.1M
26,054
+4%
清仓
—
FERGUSON PLC NEW
-$1.1M
0
-100%
增持
SDY
SPDR SER TR
+$1.1M
30,633
+20%
增持
GVI
ISHARES TR
+$1.1M
84,613
+10%
增持
VRT
VERTIV HOLDINGS CO
+$1.1M
54,222
+9%
增持
IWM
ISHARES TR
+$1.0M
33,077
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$957.6K
784,976
+2%
减持
ECL
ECOLAB INC
+$922.9K
62,803
-1%
减持
SYK
STRYKER CORPORATION
+$917.9K
46,618
-0%
增持
PEP
PEPSICO INC
+$905.5K
125,000
+1%
减持
PCAR
PACCAR INC
-$838.2K
159,022
-1%
增持
LOW
LOWES COS INC
+$829.0K
14,969
+2%
建仓
CALF
PACER FDS TR
+$811.7K
17,394
建仓
IVW
ISHARES TR
+$785.6K
8,205
增持
—
BLACKROCK INC
+$777.4K
1,570
+73%
增持
—
SCHWAB CHARLES FAMILY FD
+$757.0K
2,611,630
+41%
增持
AXP
AMERICAN EXPRESS CO
+$739.7K
11,637
+12%
增持
AMGN
AMGEN INC
+$730.3K
47,005
+2%
减持
COST
COSTCO WHSL CORP NEW
+$730.2K
94,548
-3%
减持
SBUX
STARBUCKS CORP
+$703.2K
57,052
-9%
减持
NKE
NIKE INC
+$683.1K
55,286
-1%
增持
AVGO
BROADCOM INC
+$646.3K
12,711
+1220%
增持
J
JACOBS SOLUTIONS INC
-$644.0K
86,340
+1%
增持
SPSB
SPDR SER TR
+$642.9K
145,122
+15%
增持
GPN
GLOBAL PMTS INC
+$627.4K
96,951
+1%
清仓
SLB
SCHLUMBERGER LTD
-$605.8K
0
-100%
减持
INTC
INTEL CORP
-$604.1K
31,143
-28%
增持
PFE
PFIZER INC
+$592.8K
391,865
+2%
增持
RTX
RTX CORPORATION
+$576.1K
16,846
+15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$541.9K
161,324
-12%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$526.9K
18,101
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$516.2K
3,993
+88%
减持
BA
BOEING CO
-$513.3K
13,794
-4%
建仓
GD
GENERAL DYNAMICS CORP
+$494.7K
1,637
增持
TMUS
T-MOBILE US INC
+$492.1K
13,430
+4%
增持
REGN
REGENERON PHARMACEUTICALS
+$492.0K
10,366
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$490.5K
9,120
+4%
建仓
AVUV
AMERICAN CENTY ETF TR
+$487.7K
5,083
建仓
DUHP
DIMENSIONAL ETF TRUST
+$456.8K
13,408
建仓
—
ASTRAZENECA PLC
+$452.5K
5,808
建仓
QUAL
ISHARES TR
+$449.0K
2,504
减持
IWB
ISHARES TR
+$448.5K
54,640
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$447.9K
20,653
-1%
增持
VO
VANGUARD INDEX FDS
+$424.0K
12,811
+5%
增持
DIS
DISNEY WALT CO
-$416.7K
141,604
+0%
增持
HON
HONEYWELL INTL INC
-$413.9K
98,468
+1%
增持
TFC
TRUIST FINL CORP
+$411.4K
25,099
+47%
减持
PANW
PALO ALTO NETWORKS INC
-$411.2K
94,056
-2%
增持
ABBV
ABBVIE INC
+$403.5K
14,955
+1%
增持
NFLX
NETFLIX INC
+$397.7K
1,439
+56%
建仓
DLR
DIGITAL RLTY TR INC
+$392.3K
2,424
增持
MRVL
MARVELL TECHNOLOGY INC
+$381.8K
133,298
+1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$367.5K
748
建仓
WELL
WELLTOWER INC
+$361.9K
2,827
建仓
WMB
WILLIAMS COS INC
+$361.4K
7,917
增持
SCHD
SCHWAB STRATEGIC TR
+$357.6K
10,177
+59%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$355.7K
8,338
+2%
增持
VTV
VANGUARD INDEX FDS
+$350.6K
10,156
+15%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$343.6K
3,852
