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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 65
减持 72
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$36.7M
1,275,380
-2%
减持
SPYM
SPDR SER TR
-$25.4M
671,252
-33%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$25.3M
1,099,429
+59%
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
AAPL
APPLE INC
-$23.3M
814,440
-0%
增持
MSFT
MICROSOFT CORP
-$21.2M
645,237
+3%
减持
AMZN
AMAZON COM INC
-$18.5M
608,344
-1%
减持
IWD
ISHARES TR
-$14.1M
245,700
-25%
减持
NOW
SERVICENOW INC
-$13.3M
49,587
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.4M
158,614
-0%
减持
ORCL
ORACLE CORP
-$11.3M
133,477
-26%
减持
EFA
ISHARES TR
+$11.1M
2,234,468
-2%
增持
CTAS
CINTAS CORP
+$10.5M
56,694
+813%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$10.3M
59,310
减持
VXUS
VANGUARD STAR FDS
-$9.9M
28,479
-86%
增持
GOOGL
ALPHABET INC
-$9.9M
292,179
+0%
减持
ADBE
ADOBE INC
-$9.6M
46,616
-25%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$9.0M
768,830
-4%
增持
GOOG
ALPHABET INC
-$9.0M
299,342
+2%
减持
CRM
SALESFORCE INC
-$8.3M
121,013
-1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$8.0M
10
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$8.0M
98,573
增持
TSLA
TESLA INC
-$7.2M
59,003
+6%
减持
MANH
MANHATTAN ASSOCIATES INC
-$7.0M
1,999
-93%
增持
VB
VANGUARD INDEX FDS
-$6.8M
541,667
+3%
减持
MRVL
MARVELL TECHNOLOGY INC
-$6.7M
136,535
-0%
减持
AMGN
AMGEN INC
-$6.2M
19,928
-58%
减持
V
VISA INC
+$6.0M
200,688
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.9M
27,243
+595%
增持
KKR
KKR & CO INC
-$5.3M
167,705
+0%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$5.3M
150,892
-31%
减持
IWF
ISHARES TR
-$5.3M
107,728
-2%
增持
AVGO
BROADCOM INC
+$5.2M
52,626
+237%
增持
IWO
ISHARES TR
-$4.8M
208,771
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.2M
1,836,739
-2%
增持
IWN
ISHARES TR
-$3.7M
360,059
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
+$3.7M
134,316
-2%
增持
—
MEDTRONIC PLC
+$3.5M
222,174
+8%
建仓
SNX
TD SYNNEX CORPORATION
+$3.5M
33,600
增持
TMUS
T-MOBILE US INC
+$3.3M
43,033
+16%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$3.2M
13,785
-1%
增持
RELY
REMITLY GLOBAL INC
+$3.2M
215,900
+271%
增持
IJH
ISHARES TR
-$3.2M
1,641,452
+3%
减持
KO
COCA COLA CO
+$3.1M
321,093
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.1M
15,798
-60%
增持
MCK
MCKESSON CORP
+$3.1M
28,752
+1%
增持
MDLZ
MONDELEZ INTL INC
+$3.0M
314,202
+3%
增持
—
EXXON MOBIL CORP
+$3.0M
98,728
+22%
减持
EQIX
EQUINIX INC
-$3.0M
22,536
-1%
增持
GE
GE AEROSPACE
+$2.9M
60,298
+9%
增持
JNJ
JOHNSON & JOHNSON
+$2.7M
118,061
+1%
增持
FISV
FISERV INC
+$2.7M
53,889
+20%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.5M
131,551
-2%
增持
MS
MORGAN STANLEY
-$2.5M
288,810
+0%
增持
MRK
MERCK & CO INC
+$2.4M
130,575
+40%
增持
GILD
GILEAD SCIENCES INC
+$2.4M
122,656
+0%
减持
PANW
PALO ALTO NETWORKS INC
-$2.4M
169,746
-1%
增持
BKNG
BOOKING HOLDINGS INC
-$2.4M
6,561
+0%
减持
—
LINDE PLC
+$2.3M
68,532
-3%
增持
DHR
DANAHER CORPORATION
-$2.3M
97,366
+0%
减持
LLY
ELI LILLY & CO
+$2.3M
87,147
-3%
增持
—
EATON CORP PLC
-$2.3M
43,047
+2%
减持
HON
HONEYWELL INTL INC
-$2.3M
93,602
-4%
减持
CVX
CHEVRON CORP NEW
+$2.2M
131,524
-4%
增持
META
META PLATFORMS INC
+$2.2M
110,761
+5%
减持
—
ACCENTURE PLC IRELAND
-$2.1M
45,281
-2%
增持
VRT
VERTIV HOLDINGS CO
-$2.1M
61,200
+6%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.1M
202,595
-1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$2.1M
114,645
+32%
增持
NI
NISOURCE INC
+$2.1M
555,835
+1%
增持
CAT
CATERPILLAR INC
-$2.1M
67,532
+1%
增持
REGN
REGENERON PHARMACEUTICALS
+$2.1M
8,861
+78%
减持
AMT
AMERICAN TOWER CORP NEW
+$2.1M
65,031
-1%
减持
COST
COSTCO WHSL CORP NEW
+$2.0M
91,973
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$2.0M
545,884
+2%
减持
HD
HOME DEPOT INC
-$1.9M
75,935
-1%
增持
PLD
PROLOGIS INC.
+$1.9M
210,756
+3%
减持
—
CHUBB LIMITED
+$1.8M
73,958
-0%
增持
DJP
BARCLAYS BANK PLC
+$1.8M
470,666
+2%
增持
GVI
ISHARES TR
+$1.7M
99,123
+17%
增持
VV
VANGUARD INDEX FDS
-$1.7M
164,142
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.6M
102,572
+5%
增持
VLO
VALERO ENERGY CORP
+$1.6M
145,755
+1%
减持
SNPS
SYNOPSYS INC
-$1.6M
26,574
-0%
减持
IWB
ISHARES TR
-$1.5M
52,063
-4%
增持
IWP
ISHARES TR
-$1.5M
232,384
+2%
清仓
AMTM
AMENTUM HOLDINGS INC
-$1.5M
0
-100%
增持
PCAR
PACCAR INC
-$1.5M
159,479
+0%
增持
TXN
TEXAS INSTRS INC
+$1.5M
38,693
+33%
增持
BAC
BANK AMERICA CORP
-$1.5M
747,731
+1%
增持
DIS
DISNEY WALT CO
-$1.5M
139,820
+2%
增持
CSGP
COSTAR GROUP INC
+$1.5M
178,936
+1%
增持
EOG
EOG RES INC
+$1.4M
170,710
+2%
增持
AMAT
APPLIED MATLS INC
-$1.4M
82,255
+0%
增持
NFLX
NETFLIX INC
+$1.4M
11,491
+10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.4M
217,265
-14%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
362,183
+3%
减持
WMT
WALMART INC
-$1.4M
398,569
-1%
清仓
SOXX
ISHARES TR
-$1.3M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
24,146
-59%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
2,102,362
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
40,221
-2%
增持
TJX
TJX COS INC NEW
+$1.2M
102,650
+9%
增持
URI
UNITED RENTALS INC
-$1.1M
18,188
+2%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$1.0M
27,099
-33%
减持
NEE
NEXTERA ENERGY INC
-$1.0M
219,842
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$1.0M
19,725
-4%
减持
MCD
MCDONALDS CORP
+$1.0M
53,182
-1%
减持
ECL
ECOLAB INC
+$1.0M
60,692
-1%
减持
IWM
ISHARES TR
-$1.0M
35,858
-3%
减持
CSCO
CISCO SYS INC
+$989.8K
478,264
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$947.6K
299,541
-1%
增持
UNP
UNION PAC CORP
+$935.1K
97,834
+1%
增持
MET
METLIFE INC
+$905.3K
103,872
+14%
增持
CCK
CROWN HLDGS INC
+$902.2K
102,129
+2%
减持
LRCX
LAM RESEARCH CORP
-$879.8K
221,426
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$851.3K
817,627
+2%
减持
VTI
VANGUARD INDEX FDS
-$830.7K
44,215
-1%
增持
J
JACOBS SOLUTIONS INC
-$826.2K
93,800
+3%
增持
IWR
ISHARES TR
-$792.5K
635,070
+2%
清仓
CALF
PACER FDS TR
-$777.2K
0
-100%
减持
NKE
NIKE INC
-$682.0K
53,284
-1%
建仓
MRP
MILLROSE PPTYS INC
+$651.0K
24,556
增持
PH
PARKER-HANNIFIN CORP
-$632.8K
33,536
+1%
减持
PG
PROCTER AND GAMBLE CO
+$576.8K
210,227
-0%
减持
ABBV
ABBVIE INC
+$455.1K
14,879
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$444.0K
51,107
+5%
增持
SPSB
SPDR SER TR
+$419.6K
171,324
+8%
减持
UNH
UNITEDHEALTH GROUP INC
+$409.0K
49,019
-2%
建仓
AYI
ACUITY INC
+$398.7K
1,514
减持
SYK
STRYKER CORPORATION
+$390.1K
46,331
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$377.6K
4,050
-54%
增持
PEP
PEPSICO INC
-$369.7K
120,261
+0%
减持
FERG
FERGUSON ENTERPRISES INC
-$364.7K
2,935
-39%
减持
VTV
VANGUARD INDEX FDS
-$362.1K
7,616
-23%
减持
AXP
AMERICAN EXPRESS CO
-$356.4K
11,414
-1%
减持
IJR
ISHARES TR
-$345.3K
30,040
-1%
减持
QQQ
INVESCO QQQ TR
-$339.2K
4,984
-5%
减持
PM
PHILIP MORRIS INTL INC
+$337.6K
9,155
-1%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$332.3K
790
减持
ABT
ABBOTT LABS
+$322.6K
16,516
-0%
减持
LOW
LOWES COS INC
-$315.3K
14,220
-3%
建仓
IDV
ISHARES TR
+$312.9K
10,087
减持
SBUX
STARBUCKS CORP
+$310.7K
54,990
-1%
建仓
—
NORDSTROM INC
+$308.4K
12,614
建仓
COR
CENCORA INC
+$301.6K
1,085
增持
DE
DEERE & CO
+$297.4K
5,992
+1%
减持
IVV
ISHARES TR
-$295.2K
10,524
-0%
增持
CVS
CVS HEALTH CORP
+$292.7K
12,778
+0%
减持
PFE
PFIZER INC
-$292.1K
59,955
-12%
减持
SHW
SHERWIN WILLIAMS CO
+$291.9K
45,108
-1%
