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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 95
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$64.7M
979,816
+24%
增持
VB
VANGUARD INDEX FDS
+$53.8M
765,825
+36%
增持
IWM
ISHARES TR
+$50.3M
240,746
+551%
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
LLY
ELI LILLY & CO
+$47.1M
103,516
+23%
增持
GOOGL
ALPHABET INC
+$44.2M
363,083
+27%
增持
GOOG
ALPHABET INC
+$29.1M
328,627
+8%
增持
LRCX
LAM RESEARCH CORP
+$24.3M
304,534
+46%
增持
AMZN
AMAZON COM INC
+$22.1M
671,032
+11%
增持
NVDA
NVIDIA CORPORATION
+$21.3M
1,390,053
+9%
建仓
PWR
QUANTA SVCS INC
+$18.5M
43,876
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$17.4M
2,416,439
+16%
增持
MSFT
MICROSOFT CORP
+$16.4M
686,132
+13%
增持
JNJ
JOHNSON & JOHNSON
+$15.8M
188,631
+51%
增持
RTX
RTX CORPORATION
+$15.4M
98,168
+530%
增持
MA
MASTERCARD INCORPORATED
+$13.7M
26,414
+1002%
增持
SCHW
SCHWAB CHARLES CORP
+$13.1M
138,624
+1637%
增持
BKNG
BOOKING HOLDINGS INC
+$12.8M
8,947
+38%
增持
EFA
ISHARES TR
+$12.8M
2,261,770
+3%
增持
DHR
DANAHER CORPORATION
+$12.8M
140,047
+44%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$12.4M
52,349
+42%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$12.1M
157,454
增持
NOW
SERVICENOW INC
-$11.6M
224,120
+349%
增持
CCK
CROWN HLDGS INC
+$11.6M
206,215
+106%
增持
SYK
STRYKER CORPORATION
+$11.2M
79,233
+75%
增持
ORCL
ORACLE CORP
-$11.0M
128,816
+0%
增持
EEM
ISHARES TR
+$10.5M
195,990
+5004%
增持
JPM
JPMORGAN CHASE & CO.
+$10.3M
321,602
+9%
增持
IWD
ISHARES TR
+$10.2M
284,280
+17%
增持
—
LINDE PLC
+$8.5M
95,869
+41%
增持
CAT
CATERPILLAR INC
+$8.1M
71,597
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$7.7M
29,883
+57%
增持
PEP
PEPSICO INC
+$7.7M
103,071
+102%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.6M
33,326
+162%
增持
MS
MORGAN STANLEY
+$6.5M
295,948
+2%
增持
AVGO
BROADCOM INC
+$6.3M
186,902
+6%
增持
IJH
ISHARES TR
+$6.3M
1,787,803
+4%
增持
ADBE
ADOBE INC
+$6.2M
47,993
+60%
建仓
BDX
BECTON DICKINSON & CO
+$6.1M
31,373
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.1M
1,822,448
+1%
建仓
FTV
FORTIVE CORP
+$6.0M
109,386
增持
HD
HOME DEPOT INC
+$5.9M
105,559
+41%
增持
META
META PLATFORMS INC
+$5.5M
131,450
+19%
增持
PH
PARKER-HANNIFIN CORP
+$5.4M
35,782
+4%
增持
CSCO
CISCO SYS INC
+$4.7M
477,576
+2%
增持
AMAT
APPLIED MATLS INC
+$4.6M
83,127
+2%
增持
IWF
ISHARES TR
+$4.6M
119,684
+8%
减持
TMUS
T-MOBILE US INC
-$4.3M
35,587
-26%
增持
WMT
WALMART INC
+$4.2M
409,667
+2%
增持
TSLA
TESLA INC
+$4.0M
67,053
+14%
增持
COST
COSTCO WHSL CORP NEW
-$3.9M
91,034
+2%
增持
IWN
ISHARES TR
+$3.9M
386,692
+3%
减持
MDLZ
MONDELEZ INTL INC
-$3.8M
306,100
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
149,371
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.6M
22,794
+10%
减持
CSGP
COSTAR GROUP INC
-$3.6M
166,253
-5%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$3.5M
61,041
+153%
增持
NFLX
NETFLIX INC
-$3.5M
153,472
+930%
增持
FISV
FISERV INC
+$3.4M
60,326
+1150%
减持
LEN
LENNAR CORP
-$3.4M
45,625
-29%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.2M
1,457,143
-3%
增持
BAC
BANK AMERICA CORP
+$3.2M
706,499
+2%
减持
TXN
TEXAS INSTRS INC
-$3.2M
47,015
-24%
增持
PLD
PROLOGIS INC.
+$3.2M
214,002
+1%
减持
PG
PROCTER AND GAMBLE CO
-$3.1M
205,362
-3%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$3.0M
205,837
+2%
减持
CTAS
CINTAS CORP
-$3.0M
49,450
-17%
减持
MRSH
MARSH & MCLENNAN COS INC
-$3.0M
126,911
-3%
增持
V
VISA INC
+$2.8M
203,025
+1%
增持
IWO
ISHARES TR
+$2.7M
223,021
+3%
增持
PANW
PALO ALTO NETWORKS INC
-$2.7M
172,361
+2%
增持
VGT
VANGUARD WORLD FD
+$2.7M
4,783
+283%
增持
—
CHUBB LIMITED
+$2.6M
76,239
+2%
减持
EOG
EOG RES INC
-$2.5M
162,527
-7%
减持
CRM
SALESFORCE INC
+$2.5M
113,135
-2%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.5M
150,802
+1%
增持
—
EATON CORP PLC
-$2.4M
43,855
+0%
增持
URI
UNITED RENTALS INC
-$2.4M
19,575
+2%
减持
CI
THE CIGNA GROUP
-$2.3M
21,593
-25%
增持
MCK
MCKESSON CORP
+$2.3M
31,033
+3%
减持
MET
METLIFE INC
-$2.1M
85,581
-21%
增持
PCAR
PACCAR INC
+$2.1M
158,086
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.1M
99,317
-18%
减持
MRK
MERCK & CO INC
+$2.1M
119,662
-5%
建仓
VHT
VANGUARD WORLD FD
+$2.0M
7,113
增持
IWR
ISHARES TR
+$2.0M
684,261
+3%
减持
BIV
VANGUARD BD INDEX FDS
-$2.0M
513,513
-4%
增持
—
EXXON MOBIL CORP
+$2.0M
115,467
+9%
增持
TJX
TJX COS INC NEW
+$2.0M
112,086
+6%
增持
NEE
NEXTERA ENERGY INC
+$1.9M
229,155
+5%
减持
UPS
UNITED PARCEL SERVICE INC
+$1.8M
129,268
-2%
增持
SPGI
S&P GLOBAL INC
+$1.8M
13,622
+24%
建仓
SMH
VANECK ETF TRUST
+$1.7M
4,813
减持
AMT
AMERICAN TOWER CORP NEW
-$1.6M
61,763
-5%
增持
GE
GE AEROSPACE
+$1.6M
71,277
+5%
增持
UBER
UBER TECHNOLOGIES INC
-$1.6M
102,395
+1%
减持
VV
VANGUARD INDEX FDS
-$1.6M
158,440
-5%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.5M
11
+22%
增持
MCD
MCDONALDS CORP
+$1.5M
60,221
+8%
增持
KO
COCA COLA CO
+$1.4M
331,941
+2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.4M
337,926
-4%
增持
APH
AMPHENOL CORP NEW
+$1.3M
60,236
+9%
增持
HON
HONEYWELL INTL INC
-$1.3M
92,539
+1%
增持
VRT
VERTIV HOLDINGS CO
+$1.2M
77,150
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
49,797
+4%
增持
NKE
NIKE INC
+$1.1M
74,033
+42%
减持
EQIX
EQUINIX INC
-$1.1M
6,339
-16%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$1.0M
21,308
减持
SHW
SHERWIN WILLIAMS CO
-$1.0M
45,197
-0%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.0M
0
-100%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$988.2K
255,467
-7%
增持
GLD
SPDR GOLD TR
+$981.8K
5,074
+75%
减持
SPYM
SPDR SERIES TRUST
-$920.1K
645,628
-4%
增持
VOO
VANGUARD INDEX FDS
+$874.2K
4,935
+36%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$823.6K
11,478
+12%
增持
IWS
ISHARES TR
+$794.0K
171,939
+2%
增持
IWP
ISHARES TR
-$787.6K
240,319
+2%
减持
SNPS
SYNOPSYS INC
-$735.5K
26,027
-1%
增持
QQQ
INVESCO QQQ TR
+$660.6K
5,537
+21%
减持
RELY
REMITLY GLOBAL INC
-$645.4K
208,247
-4%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$644.1K
3,977
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$639.8K
170,347
-3%
清仓
IEI
ISHARES TR
-$577.1K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$568.4K
1,461
建仓
VPU
VANGUARD WORLD FD
+$557.0K
3,010
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$552.4K
8,080
增持
VONG
VANGUARD SCOTTSDALE FDS
+$527.1K
25,149
+20%
增持
IVV
ISHARES TR
+$520.3K
11,293
+5%
减持
MU
MICRON TECHNOLOGY INC
+$517.5K
4,421
-1%
建仓
VBR
VANGUARD INDEX FDS
+$506.4K
2,391
增持
ECL
ECOLAB INC
-$506.1K
60,096
+1%
减持
KKR
KKR & CO INC
-$491.7K
157,613
-0%
增持
SBUX
STARBUCKS CORP
+$486.8K
61,117
+11%
增持
ESGV
VANGUARD WORLD FD
+$484.5K
5,962
+198%
建仓
VOE
VANGUARD INDEX FDS
+$484.4K
2,731
建仓
ANET
ARISTA NETWORKS INC
+$480.5K
3,667
增持
RKLB
ROCKET LAB CORP
+$471.9K
15,157
+24%
建仓
GBCI
GLACIER BANCORP INC NEW
+$461.8K
10,484
建仓
XLC
SELECT SECTOR SPDR TR
+$447.4K
3,800
建仓
SPYG
SPDR SERIES TRUST
+$440.2K
4,126
减持
AMGN
AMGEN INC
+$423.9K
14,808
-6%
增持
VTV
VANGUARD INDEX FDS
+$418.9K
9,212
+29%
增持
SYY
SYSCO CORP
-$417.1K
49,955
+0%
清仓
REGN
REGENERON PHARMACEUTICALS
-$407.6K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$397.0K
11,296
-1%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$391.4K
813
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$387.7K
827
减持
J
JACOBS SOLUTIONS INC
-$384.4K
14,194
-6%
增持
—
MEDTRONIC PLC
+$382.0K
226,669
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$381.8K
14,686
-14%
增持
XLV
SELECT SECTOR SPDR TR
+$373.5K
19,928
+2%
