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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 68
减持 67
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$37.5M
1,275,194
+1%
减持
AAPL
APPLE INC
+$34.8M
792,020
-3%
增持
AVGO
BROADCOM INC
+$21.0M
176,863
+30%
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
GOOG
ALPHABET INC
+$20.2M
303,970
+0%
减持
GOOGL
ALPHABET INC
+$19.0M
285,576
-0%
减持
EQIX
EQUINIX INC
-$11.7M
7,575
-66%
增持
VB
VANGUARD INDEX FDS
+$11.1M
563,504
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$10.4M
25,655
-87%
减持
FISV
FISERV INC
-$10.2M
4,828
-92%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.0M
2,076,732
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$8.9M
20,783
+3083%
减持
PEP
PEPSICO INC
-$8.7M
51,079
-58%
减持
MSFT
MICROSOFT CORP
-$8.6M
609,028
-7%
减持
COST
COSTCO WHSL CORP NEW
-$8.5M
89,070
-3%
增持
IWO
ISHARES TR
+$8.1M
216,694
+1%
增持
IWN
ISHARES TR
+$7.9M
374,531
+1%
减持
EFA
ISHARES TR
+$7.7M
2,189,030
-1%
减持
ORCL
ORACLE CORP
+$7.4M
128,278
-2%
减持
ADBE
ADOBE INC
-$7.2M
30,039
-35%
减持
JPM
JPMORGAN CHASE & CO.
+$7.0M
295,818
-1%
建仓
APH
AMPHENOL CORP NEW
+$6.8M
55,045
增持
IJH
ISHARES TR
+$6.8M
1,711,617
+1%
减持
LRCX
LAM RESEARCH CORP
+$6.7M
207,936
-4%
增持
CAT
CATERPILLAR INC
+$6.4M
68,917
+1%
减持
TSLA
TESLA INC
+$6.3M
58,846
-6%
增持
MS
MORGAN STANLEY
+$5.5M
289,926
+1%
增持
VLO
VALERO ENERGY CORP
+$5.5M
148,452
+1%
增持
NOW
SERVICENOW INC
-$5.3M
49,870
+0%
减持
CRM
SALESFORCE INC
-$5.2M
115,910
-3%
增持
SPGI
S&P GLOBAL INC
+$5.1M
10,995
+2575%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.1M
48,084
+68%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$5.0M
21,915
减持
REGN
REGENERON PHARMACEUTICALS
-$4.6M
725
-92%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.5M
1,798,505
-1%
增持
URI
UNITED RENTALS INC
+$4.4M
19,153
+4%
增持
JNJ
JOHNSON & JOHNSON
+$4.2M
125,250
+1%
增持
SPYM
SPDR SERIES TRUST
+$4.2M
672,866
+1%
增持
GE
GE AEROSPACE
+$4.0M
67,791
+6%
增持
VV
VANGUARD INDEX FDS
+$4.0M
166,611
+1%
减持
IWF
ISHARES TR
+$3.9M
111,052
-2%
增持
IWR
ISHARES TR
+$3.7M
661,290
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$3.4M
201,970
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.3M
54,671
+2%
减持
V
VISA INC
-$3.2M
200,308
-1%
增持
TXN
TEXAS INSTRS INC
+$3.1M
61,740
+56%
减持
HD
HOME DEPOT INC
+$2.8M
74,982
-0%
增持
WMT
WALMART INC
+$2.6M
402,047
+1%
减持
BKNG
BOOKING HOLDINGS INC
-$2.6M
6,502
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.6M
131,484
-1%
减持
BAC
BANK AMERICA CORP
+$2.6M
690,842
-1%
减持
LLY
ELI LILLY & CO
-$2.4M
84,051
-2%
增持
VRT
VERTIV HOLDINGS CO
+$2.4M
74,756
+8%
增持
PH
PARKER-HANNIFIN CORP
+$2.3M
34,426
+1%
增持
TJX
TJX COS INC NEW
+$2.3M
105,526
+1%
减持
IWD
ISHARES TR
+$2.2M
243,589
-0%
减持
HON
HONEYWELL INTL INC
-$2.2M
91,955
-1%
增持
TRMB
TRIMBLE INC
+$2.0M
151,308
+11%
减持
PLD
PROLOGIS INC.
+$2.0M
210,987
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.9M
64,877
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
175,389
+2%
增持
AMAT
APPLIED MATLS INC
+$1.9M
81,683
+1%
增持
NI
NISOURCE INC
+$1.9M
573,365
+1%
增持
—
MEDTRONIC PLC
+$1.9M
224,488
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
36,955
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
141,812
-1%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.7M
149,988
-0%
增持
SNX
TD SYNNEX CORPORATION
+$1.5M
39,206
+9%
增持
MDLZ
MONDELEZ INTL INC
-$1.5M
324,777
+0%
增持
IWS
ISHARES TR
+$1.4M
167,953
+1%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.4M
273,560
+4%
增持
MCK
MCKESSON CORP
+$1.4M
30,032
+1%
增持
KO
COCA COLA CO
-$1.3M
326,422
+0%
增持
DIS
DISNEY WALT CO
-$1.3M
140,274
+0%
减持
NEE
NEXTERA ENERGY INC
+$1.3M
219,094
-0%
建仓
AOA
ISHARES TR
+$1.2M
14,124
减持
SYK
STRYKER CORPORATION
-$1.2M
45,185
-0%
减持
IWB
ISHARES TR
+$1.2M
51,521
-1%
增持
LEN
LENNAR CORP
+$1.1M
64,231
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
37,512
-37%
减持
—
ACCENTURE PLC IRELAND
-$1.1M
10,770
-14%
增持
IWP
ISHARES TR
+$1.1M
236,619
+1%
增持
EOG
EOG RES INC
-$1.0M
174,629
+1%
增持
IWM
ISHARES TR
+$1.0M
36,968
+1%
增持
NFLX
NETFLIX INC
-$1.0M
14,901
+6%
增持
PG
PROCTER AND GAMBLE CO
-$1.0M
211,805
+1%
减持
CVX
CHEVRON CORP NEW
+$1.0M
126,872
-3%
增持
CTAS
CINTAS CORP
-$999.2K
59,763
+0%
增持
—
EATON CORP PLC
+$975.8K
43,854
+1%
增持
MCD
MCDONALDS CORP
+$931.3K
55,641
+2%
增持
—
EXXON MOBIL CORP
+$872.5K
105,796
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$861.9K
205,180
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$860.5K
19,023
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$854.8K
106,706
+2%
减持
CCK
CROWN HLDGS INC
-$847.8K
100,164
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$836.3K
101,341
+4%
减持
VTI
VANGUARD INDEX FDS
+$833.1K
41,660
-1%
减持
KKR
KKR & CO INC
-$809.4K
158,401
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$793.3K
12,713
-23%
减持
CSCO
CISCO SYS INC
-$757.8K
469,349
-1%
减持
J
JACOBS SOLUTIONS INC
-$735.7K
15,111
-34%
增持
OMER
OMEROS CORP
+$716.3K
263,556
+117%
增持
UNP
UNION PAC CORP
+$678.0K
98,161
+0%
减持
ABBV
ABBVIE INC
+$642.7K
14,510
-1%
减持
CSGP
COSTAR GROUP INC
+$616.8K
175,301
-1%
减持
DJP
BARCLAYS BANK PLC
+$595.0K
471,199
-1%
减持
SNPS
SYNOPSYS INC
-$588.2K
26,269
-1%
增持
IVV
ISHARES TR
+$580.3K
10,779
+1%
增持
GVI
ISHARES TR
+$579.9K
106,957
+5%
增持
PCAR
PACCAR INC
+$533.5K
156,737
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$524.1K
119,938
+5%
减持
MRVL
MARVELL TECHNOLOGY INC
+$515.0K
125,918
-3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$500.2K
9
-10%
减持
BIV
VANGUARD BD INDEX FDS
-$466.7K
537,405
-2%
减持
ZTS
ZOETIS INC
-$441.2K
10,171
-18%
减持
SBUX
STARBUCKS CORP
-$437.5K
55,081
-1%
增持
—
LINDE PLC
+$432.2K
68,207
+0%
增持
—
CHUBB LIMITED
-$430.0K
74,938
+1%
减持
BBAX
J P MORGAN EXCHANGE TRADED F
+$425.5K
243,075
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$419.3K
10,249
+2%
增持
LOW
LOWES COS INC
+$408.1K
13,858
+0%
减持
AMZN
AMAZON COM INC
-$402.6K
604,536
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$397.6K
17,080
+2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$393.6K
353,027
-3%
增持
RTX
RTX CORPORATION
+$382.5K
15,576
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$354.8K
1,945
增持
TMUS
T-MOBILE US INC
+$342.5K
48,168
+3%
增持
CI
THE CIGNA GROUP
-$340.6K
28,657
+10%
清仓
WAFD
WAFD INC
-$335.9K
0
-100%
减持
DE
DEERE & CO
-$320.4K
5,706
-1%
减持
INTC
INTEL CORP
+$299.2K
27,838
-2%
减持
IJR
ISHARES TR
+$283.2K
29,957
-0%
清仓
ZG
ZILLOW GROUP INC
-$273.8K
0
-100%
增持
MET
METLIFE INC
+$263.5K
107,794
+1%
清仓
IEF
ISHARES TR
-$256.3K
0
-100%
建仓
APP
APPLOVIN CORP
+$253.6K
353
减持
CPRT
COPART INC
-$253.1K
54,727
-1%
清仓
Z
ZILLOW GROUP INC
-$243.5K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$239.0K
20,342
-1%
增持
IWV
ISHARES TR
+$235.6K
6,609
+2%
清仓
T
AT&T INC
-$224.6K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$224.0K
8,965
-2%
建仓
NSC
NORFOLK SOUTHN CORP
+$217.8K
725
建仓
NVS
NOVARTIS AG
+$217.4K
1,695
减持
PAYX
PAYCHEX INC
-$216.8K
11,448
-0%
清仓
BDX
BECTON DICKINSON & CO
-$209.8K
0
-100%
建仓
EEM
ISHARES TR
+$205.1K
3,840
减持
SYY
SYSCO CORP
+$204.7K
49,773
-3%
清仓
PSA
PUBLIC STORAGE OPER CO
-$204.5K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$203.4K
169,119
-0%
增持
VOO
VANGUARD INDEX FDS
+$202.5K
3,616
+2%
