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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 57
减持 76
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP
-$21.1M
0
-100%
减持
EFA
ISHARES TR
-$20.2M
2,268,679
-1%
减持
AMZN
AMAZON COM INC
+$18.4M
611,886
-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。
增持
IWD
ISHARES TR
+$17.9M
326,046
+46%
建仓
LRCX
LAM RESEARCH CORP
+$17.0M
235,003
增持
AAPL
APPLE INC
+$14.4M
815,428
+0%
减持
NEE
NEXTERA ENERGY INC
-$13.6M
231,980
-35%
减持
NVDA
NVIDIA CORPORATION
+$12.4M
1,302,656
-3%
减持
MRK
MERCK & CO INC
-$12.3M
93,415
-51%
减持
LLY
ELI LILLY & CO
-$11.7M
90,256
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$11.4M
1,864,742
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$10.9M
59,396
-80%
增持
TJX
TJX COS INC NEW
+$10.7M
93,771
+1636%
减持
MSFT
MICROSOFT CORP
-$9.9M
624,839
-2%
清仓
GPN
GLOBAL PMTS INC
-$9.9M
0
-100%
减持
PFE
PFIZER INC
-$9.5M
68,275
-83%
增持
JPM
JPMORGAN CHASE & CO.
+$9.5M
302,573
+1%
减持
MCD
MCDONALDS CORP
-$9.3M
53,722
-34%
清仓
—
APTIV PLC
-$9.1M
0
-100%
增持
FISV
FISERV INC
+$9.0M
44,947
+3878%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$8.9M
2,131,632
-1%
减持
SYY
SYSCO CORP
-$8.7M
54,342
-67%
增持
TSLA
TESLA INC
+$8.3M
55,629
+3%
增持
NFLX
NETFLIX INC
+$8.3M
10,427
+625%
减持
NOW
SERVICENOW INC
+$8.1M
49,806
-0%
减持
V
VISA INC
+$7.5M
203,716
-2%
建仓
MET
METLIFE INC
+$7.4M
90,799
减持
REGN
REGENERON PHARMACEUTICALS
-$7.3M
4,985
-52%
增持
GOOG
ALPHABET INC
+$7.3M
292,623
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$7.0M
86,744
+2152%
减持
CRM
SALESFORCE INC
+$7.0M
121,964
-1%
增持
MS
MORGAN STANLEY
+$6.4M
287,763
+1%
减持
GOOGL
ALPHABET INC
+$6.2M
290,943
-1%
增持
—
EATON CORP PLC
+$6.0M
42,177
+75%
减持
—
MEDTRONIC PLC
-$5.6M
205,707
-16%
减持
AMD
ADVANCED MICRO DEVICES INC
-$5.5M
39,301
-37%
增持
MRVL
MARVELL TECHNOLOGY INC
+$5.5M
136,732
+3%
增持
TMUS
T-MOBILE US INC
+$5.4M
37,189
+177%
减持
MDLZ
MONDELEZ INTL INC
-$5.4M
306,040
-5%
减持
PLD
PROLOGIS INC.
-$5.3M
205,183
-4%
增持
IWF
ISHARES TR
+$5.3M
110,031
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.1M
49,944
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.0M
40,834
-4%
减持
BKNG
BOOKING HOLDINGS INC
+$4.9M
6,558
-0%
减持
ADBE
ADOBE INC
-$4.7M
61,800
-1%
增持
DHR
DANAHER CORPORATION
-$4.7M
97,085
+0%
增持
WMT
WALMART INC
+$4.5M
402,520
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.4M
253,965
+57%
减持
AMT
AMERICAN TOWER CORP NEW
-$4.1M
65,382
-6%
增持
BAC
BANK AMERICA CORP
+$3.7M
743,852
+2%
增持
—
LINDE PLC
-$3.7M
70,626
+1%
减持
AMAT
APPLIED MATLS INC
-$3.6M
82,150
-2%
增持
GE
GE AEROSPACE
+$3.4M
55,182
+79%
增持
KKR
KKR & CO INC
+$3.2M
166,872
+2%
增持
KO
COCA COLA CO
-$3.1M
321,336
+1%
增持
CSCO
CISCO SYS INC
+$2.9M
481,822
+0%
减持
PEP
PEPSICO INC
-$2.9M
120,022
-4%
增持
AMGN
AMGEN INC
-$2.8M
47,551
+1%
减持
LEN
LENNAR CORP
-$2.7M
48,209
-3%
清仓
—
SCHWAB CHARLES FAMILY FD
-$2.6M
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$2.5M
690,136
-2%
减持
VLO
VALERO ENERGY CORP
-$2.4M
143,677
-3%
减持
ZTS
ZOETIS INC
-$2.4M
69,355
-1%
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
116,376
-2%
增持
MCK
MCKESSON CORP
+$2.4M
28,535
+1%
增持
IWP
ISHARES TR
+$2.3M
227,486
+1%
增持
SPYM
SPDR SER TR
+$2.2M
1,008,412
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$2.2M
45,478
-2%
增持
OMER
OMEROS CORP
+$2.2M
245,734
+320%
减持
CCK
CROWN HLDGS INC
-$1.8M
99,651
-5%
增持
NI
NISOURCE INC
+$1.7M
549,034
+3%
减持
HON
HONEYWELL INTL INC
+$1.7M
97,840
-1%
增持
UNP
UNION PAC CORP
-$1.7M
97,252
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.7M
137,067
-1%
增持
CAT
CATERPILLAR INC
-$1.7M
67,167
+1%
减持
ECL
ECOLAB INC
-$1.7M
61,292
-2%
减持
BBAX
J P MORGAN EXCHANGE TRADED F
-$1.7M
244,772
-3%
减持
DIS
DISNEY WALT CO
+$1.7M
136,627
-4%
建仓
BLK
BLACKROCK INC
+$1.6M
1,565
增持
VV
VANGUARD INDEX FDS
+$1.6M
162,553
+2%
减持
—
EXXON MOBIL CORP
-$1.5M
81,150
-7%
减持
TXN
TEXAS INSTRS INC
-$1.5M
29,029
-14%
清仓
—
BLACKROCK INC
-$1.5M
0
-100%
增持
AVGO
BROADCOM INC
+$1.4M
15,608
+23%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
134,600
-0%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$1.4M
40,445
+79%
增持
PCAR
PACCAR INC
+$1.3M
159,235
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.3M
97,504
+10%
建仓
SOXX
ISHARES TR
+$1.3M
5,946
增持
URI
UNITED RENTALS INC
-$1.3M
17,786
+4%
减持
AMTM
AMENTUM HOLDINGS INC
-$1.3M
72,233
-16%
减持
HD
HOME DEPOT INC
-$1.3M
76,526
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.3M
48,760
+1%
增持
VRT
VERTIV HOLDINGS CO
+$1.2M
57,715
+6%
减持
COST
COSTCO WHSL CORP NEW
+$1.1M
92,718
-2%
减持
—
ACCENTURE PLC IRELAND
-$1.1M
46,251
-6%
减持
META
META PLATFORMS INC
+$1.1M
105,345
-0%
减持
EQIX
EQUINIX INC
+$1.1M
22,672
-1%
减持
CSGP
COSTAR GROUP INC
-$1.0M
177,492
-3%
增持
PG
PROCTER AND GAMBLE CO
-$1.0M
210,260
+0%
增持
VXUS
VANGUARD STAR FDS
-$992.1K
198,531
+1%
增持
BIV
VANGUARD BD INDEX FDS
-$955.2K
532,837
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$948.9K
158,953
+0%
减持
IWN
ISHARES TR
-$940.2K
353,722
-0%
减持
GILD
GILEAD SCIENCES INC
+$934.5K
122,328
-1%
增持
—
CHUBB LIMITED
-$881.5K
74,291
+0%
减持
VB
VANGUARD INDEX FDS
+$881.4K
528,262
-0%
增持
J
JACOBS SOLUTIONS INC
+$863.8K
91,047
+5%
增持
IWM
ISHARES TR
+$856.1K
36,941
+12%
增持
PH
PARKER-HANNIFIN CORP
+$841.1K
33,045
+3%
减持
NKE
NIKE INC
-$822.1K
53,710
-3%
增持
PANW
PALO ALTO NETWORKS INC
-$811.2K
172,220
+83%
增持
WAFD
WAFD INC
+$787.1K
36,800
+221%
减持
ORCL
ORACLE CORP
-$722.1K
179,670
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$715.5K
801,684
+2%
减持
SNPS
SYNOPSYS INC
-$620.4K
26,706
-0%
增持
IWR
ISHARES TR
+$612.1K
620,112
+1%
减持
EOG
EOG RES INC
-$601.0K
166,909
-3%
减持
IWO
ISHARES TR
+$588.0K
202,183
-0%
减持
VOO
VANGUARD INDEX FDS
-$577.9K
3,355
-26%
减持
CVX
CHEVRON CORP NEW
-$569.8K
136,795
-1%
建仓
IEI
ISHARES TR
+$534.9K
4,629
建仓
—
APTIV PLC
+$523.3K
8,653
建仓
SPTM
SPDR SER TR
+$507.2K
7,100
增持
ORLY
OREILLY AUTOMOTIVE INC
+$497.2K
13,933
+0%
减持
COLM
COLUMBIA SPORTSWEAR CO
+$496.8K
800,648
-0%
减持
SBUX
STARBUCKS CORP
-$478.8K
55,707
-2%
增持
MU
MICRON TECHNOLOGY INC
+$472.8K
8,511
+261%
清仓
—
ASTRAZENECA PLC
-$452.5K
0
-100%
减持
CVS
CVS HEALTH CORP
-$450.8K
12,765
-22%
减持
SDY
SPDR SER TR
-$439.4K
29,612
-3%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$435.5K
21,625
减持
LOW
LOWES COS INC
-$422.6K
14,715
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$409.9K
20,875
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$409.7K
8,826
+124%
增持
SPSB
SPDR SER TR
+$343.0K
158,650
+9%
减持
CL
COLGATE PALMOLIVE CO
-$341.3K
22,432
-2%
减持
IWB
ISHARES TR
+$332.0K
54,353
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$313.8K
203,848
-2%
减持
FERG
FERGUSON ENTERPRISES INC
-$310.7K
4,801
-17%
建仓
RKLB
ROCKET LAB USA INC
+$305.6K
12,000
减持
KMB
KIMBERLY-CLARK CORP
-$300.2K
11,995
-9%
减持
IJH
ISHARES TR
-$292.0K
1,587,884
-0%
增持
ABBV
ABBVIE INC
-$291.0K
14,982
+0%
增持
MA
MASTERCARD INCORPORATED
+$279.5K
2,354
+21%
减持
AXP
AMERICAN EXPRESS CO
+$271.4K
11,548
-1%
减持
CPRT
COPART INC
+$270.8K
56,670
-0%
清仓
DHI
D R HORTON INC
-$264.8K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$257.7K
4,450
-17%
清仓
ED
CONSOLIDATED EDISON INC
-$253.8K
0
-100%
