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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 76
减持 61
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$81.9M
651,507
+1%
减持
NVDA
NVIDIA CORPORATION
+$62.2M
1,268,366
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$38.4M
59,649
-93%
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
AVGO
BROADCOM INC
+$28.6M
135,542
+158%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$25.8M
8,632
-98%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$25.4M
1,517,236
+38%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$21.1M
172,506
+191%
减持
UNH
UNITEDHEALTH GROUP INC
-$20.5M
16,614
-66%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$18.7M
264,030
减持
META
META PLATFORMS INC
+$17.5M
110,260
-0%
减持
AMZN
AMAZON COM INC
+$17.4M
606,867
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$15.0M
143,081
-10%
减持
EFA
ISHARES TR
+$14.1M
2,200,405
-2%
减持
AAPL
APPLE INC
-$14.0M
813,411
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$12.8M
297,568
-1%
增持
VB
VANGUARD INDEX FDS
+$12.5M
557,930
+3%
增持
NOW
SERVICENOW INC
+$11.7M
49,784
+0%
减持
—
ACCENTURE PLC IRELAND
-$10.4M
12,566
-72%
建仓
TRMB
TRIMBLE INC
+$10.3M
135,935
减持
ORCL
ORACLE CORP
+$10.0M
131,015
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$9.9M
1,811,109
-1%
减持
ZTS
ZOETIS INC
-$9.5M
12,372
-82%
增持
IWF
ISHARES TR
+$9.2M
113,274
+5%
增持
IJH
ISHARES TR
+$9.2M
1,691,938
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$8.8M
97,450
+2788%
建仓
CI
THE CIGNA GROUP
+$8.6M
26,018
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.4M
2,093,716
-0%
减持
J
JACOBS SOLUTIONS INC
-$8.3M
22,824
-76%
增持
NFLX
NETFLIX INC
+$8.2M
14,103
+23%
增持
IWO
ISHARES TR
+$8.0M
214,442
+3%
减持
BKNG
BOOKING HOLDINGS INC
+$7.5M
6,515
-1%
增持
GOOG
ALPHABET INC
+$7.1M
303,669
+1%
减持
MS
MORGAN STANLEY
+$6.9M
288,064
-0%
增持
IWR
ISHARES TR
+$6.1M
654,268
+3%
减持
PANW
PALO ALTO NETWORKS INC
+$5.7M
169,270
-0%
减持
LLY
ELI LILLY & CO
-$5.4M
85,341
-2%
增持
IWP
ISHARES TR
+$5.3M
235,058
+1%
减持
GOOGL
ALPHABET INC
+$5.3M
286,337
-2%
增持
VV
VANGUARD INDEX FDS
+$5.2M
165,723
+1%
减持
LRCX
LAM RESEARCH CORP
+$5.0M
217,038
-2%
增持
TSLA
TESLA INC
+$4.6M
62,475
+6%
增持
VRT
VERTIV HOLDINGS CO
+$4.5M
69,513
+14%
减持
SPYM
SPDR SERIES TRUST
+$4.4M
668,002
-0%
增持
GE
GE AEROSPACE
+$4.3M
63,665
+6%
增持
CAT
CATERPILLAR INC
+$4.2M
68,154
+1%
增持
IWN
ISHARES TR
+$4.0M
369,883
+3%
减持
COST
COSTCO WHSL CORP NEW
+$3.9M
91,829
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.9M
39,717
-1%
增持
—
EATON CORP PLC
+$3.7M
43,241
+0%
减持
WMT
WALMART INC
+$3.7M
396,949
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$3.7M
133,120
-1%
增持
DIS
DISNEY WALT CO
+$3.6M
140,247
+0%
增持
PH
PARKER-HANNIFIN CORP
+$3.4M
34,035
+1%
减持
CSCO
CISCO SYS INC
+$3.4M
473,776
-1%
减持
CVX
CHEVRON CORP NEW
-$3.3M
130,502
-1%
减持
AMAT
APPLIED MATLS INC
+$2.9M
81,134
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.7M
53,513
+5%
增持
URI
UNITED RENTALS INC
+$2.5M
18,485
+2%
增持
MCK
MCKESSON CORP
+$2.4M
29,720
+3%
增持
PG
PROCTER AND GAMBLE CO
-$2.3M
210,665
+0%
减持
SNPS
SYNOPSYS INC
+$2.2M
26,428
-1%
增持
PEP
PEPSICO INC
-$2.1M
120,393
+0%
减持
KKR
KKR & CO INC
+$2.0M
160,818
-4%
减持
BAC
BANK AMERICA CORP
+$1.9M
698,559
-7%
减持
AMGN
AMGEN INC
-$1.8M
15,816
-21%
减持
HON
HONEYWELL INTL INC
+$1.7M
92,433
-1%
减持
IWB
ISHARES TR
+$1.7M
52,017
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
+$1.7M
130,115
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
28,617
+5%
减持
OMER
OMEROS CORP
-$1.7M
121,438
-51%
增持
CTAS
CINTAS CORP
+$1.6M
59,524
+5%
增持
BBAX
J P MORGAN EXCHANGE TRADED F
+$1.5M
243,473
+0%
增持
SNX
TD SYNNEX CORPORATION
+$1.4M
36,062
+7%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$1.4M
203,600
+1377%
增持
CCK
CROWN HLDGS INC
+$1.4M
102,181
+0%
增持
IWS
ISHARES TR
+$1.4M
166,625
+2%
增持
PLD
PROLOGIS INC.
-$1.4M
211,123
+0%
增持
V
VISA INC
+$1.3M
201,719
+1%
增持
TXN
TEXAS INSTRS INC
+$1.3M
39,671
+3%
增持
EOG
EOG RES INC
-$1.3M
172,447
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.2M
202,611
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
131,519
-0%
减持
IWD
ISHARES TR
+$1.2M
244,111
-1%
增持
MRK
MERCK & CO INC
-$1.1M
133,526
+2%
增持
FISV
FISERV INC
-$1.0M
62,947
+17%
减持
ECL
ECOLAB INC
+$955.3K
60,652
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$925.0K
104,948
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$779.5K
19,120
-3%
增持
IWM
ISHARES TR
+$762.5K
36,683
+2%
减持
EQIX
EQUINIX INC
-$762.2K
22,141
-2%
增持
—
CHUBB LIMITED
-$748.0K
74,491
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$742.7K
16,672
+6%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$741.7K
120,895
+5%
增持
DHR
DANAHER CORPORATION
-$723.0K
97,369
+0%
减持
VTI
VANGUARD INDEX FDS
+$722.0K
42,239
-4%
增持
IVV
ISHARES TR
+$721.1K
10,685
+2%
减持
WAFD
WAFD INC
-$716.0K
11,472
-69%
减持
SYK
STRYKER CORPORATION
+$694.7K
45,351
-2%
增持
—
EXXON MOBIL CORP
-$685.7K
102,560
+4%
增持
NI
NISOURCE INC
+$675.9K
569,146
+2%
减持
PCAR
PACCAR INC
-$651.6K
156,500
-2%
清仓
MRP
MILLROSE PPTYS INC
-$651.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$635.2K
54,685
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$634.3K
548,651
+1%
增持
REGN
REGENERON PHARMACEUTICALS
-$614.0K
9,535
+8%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$602.5K
205,026
-6%
增持
UNP
UNION PAC CORP
-$588.1K
97,897
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$584.8K
10,041
+5%
增持
JNJ
JOHNSON & JOHNSON
-$581.9K
124,368
+5%
增持
VLO
VALERO ENERGY CORP
+$574.8K
147,483
+1%
增持
BA
BOEING CO
+$540.6K
12,412
+3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$527.4K
114,530
+16%
增持
DJP
BARCLAYS BANK PLC
-$514.9K
473,935
+1%
增持
MDLZ
MONDELEZ INTL INC
+$500.2K
323,461
+3%
减持
—
JOHNSON CTLS INTL PLC
+$485.3K
19,419
-1%
清仓
SPTM
SPDR SER TR
-$483.6K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$474.6K
362,840
+0%
减持
VXUS
VANGUARD STAR FDS
-$463.2K
18,893
-34%
减持
CPRT
COPART INC
-$456.0K
55,312
-1%
建仓
RKLB
ROCKET LAB CORP
+$433.5K
12,119
增持
TJX
TJX COS INC NEW
+$433.3K
104,754
+2%
增持
—
MEDTRONIC PLC
-$420.8K
224,157
+1%
增持
GVI
ISHARES TR
+$402.3K
102,175
+3%
减持
ABBV
ABBVIE INC
-$400.5K
14,637
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$385.5K
23,153
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$372.0K
65,269
+0%
增持
VO
VANGUARD INDEX FDS
+$354.7K
13,898
+1%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$346.3K
21,394
-0%
减持
NKE
NIKE INC
+$333.4K
52,309
-2%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$332.3K
0
-100%
增持
IWV
ISHARES TR
+$330.0K
6,464
+6%
清仓
TFI
SPDR SER TR
-$324.2K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$312.9K
219,990
+0%
清仓
—
NORDSTROM INC
-$308.4K
0
-100%
建仓
AMTM
AMENTUM HOLDINGS INC
+$303.9K
12,874
增持
VOO
VANGUARD INDEX FDS
+$302.1K
3,542
+6%
增持
SBUX
STARBUCKS CORP
-$296.6K
55,630
+1%
增持
TMUS
T-MOBILE US INC
-$289.4K
46,957
+9%
增持
MET
METLIFE INC
+$275.6K
107,131
+3%
减持
TFC
TRUIST FINL CORP
-$269.8K
17,759
-29%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$263.4K
11,707
-36%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$263.1K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
-$258.9K
45,120
+0%
建仓
VUSB
VANGUARD BD INDEX FDS
+$258.6K
5,186
清仓
IXN
ISHARES TR
-$256.0K
0
-100%
增持
ACWX
ISHARES TR
+$255.4K
44,839
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$252.5K
19,499
-1%
减持
LOW
LOWES COS INC
-$241.9K
13,857
-3%
减持
CL
COLGATE PALMOLIVE CO
-$237.0K
20,519
-9%
减持
HD
HOME DEPOT INC
-$235.1K
75,263
-1%
