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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 59
减持 83
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$93.7M
643,356
-6%
减持
AAPL
APPLE INC
-$49.2M
855,552
-13%
减持
IWM
ISHARES TR
-$26.2M
133,502
-45%
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
LLY
ELI LILLY & CO
-$25.4M
93,356
-10%
减持
NVDA
NVIDIA CORPORATION
-$22.6M
1,356,572
-2%
减持
JPM
JPMORGAN CHASE & CO
-$22.5M
275,805
-14%
减持
GOOGL
ALPHABET INC
-$22.0M
318,816
-12%
减持
VB
VANGUARD INDEX FDS
-$21.1M
673,535
-12%
减持
AMZN
AMAZON COM INC
-$21.1M
642,571
-4%
减持
META
META PLATFORMS INC
-$17.0M
121,934
-7%
减持
BKNG
BOOKING HOLDINGS INC
-$15.2M
7,759
-13%
增持
VLO
VALERO ENERGY CORP
+$14.9M
162,236
+5%
减持
GOOG
ALPHABET INC
-$11.8M
318,344
-3%
减持
BBAX
J P MORGAN EXCHANGE TRADED F
-$11.7M
39,078
-84%
建仓
KRMN
KARMAN HLDGS INC
+$11.2M
139,292
减持
NOW
SERVICENOW INC
-$11.0M
223,449
-0%
减持
V
VISA INC
-$10.6M
200,601
-1%
减持
CRM
SALESFORCE INC
-$10.2M
106,320
-6%
减持
CSGP
COSTAR GROUP INC
-$9.7M
37,094
-78%
减持
COST
COSTCO WHOLESALE CORPORATION
+$9.6M
88,436
-3%
减持
DHR
DANAHER CORP DEL
-$9.3M
119,940
-14%
增持
GEV
GE VERNOVA INC
+$8.5M
10,073
+1981%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.5M
44,491
-15%
减持
ADBE
ADOBE INC
-$8.1M
35,801
-25%
增持
VRT
VERTIV HOLDINGS CO
+$8.0M
81,760
+6%
减持
MA
MASTERCARD INCORPORATED
-$8.0M
14,253
-46%
减持
ORCL
ORACLE CORP
-$7.8M
117,663
-9%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$7.7M
52,707
减持
CTAS
CINTAS CORP
-$7.5M
10,783
-78%
减持
SCHW
SCHWAB CHARLES CORP
-$7.4M
69,055
-50%
减持
SYK
STRYKER CORPORATION
-$7.3M
62,543
-21%
减持
CVX
CHEVRON CORPORATION
+$7.0M
130,520
-0%
减持
AMAT
APPLIED MATLS INC
+$6.9M
82,748
-0%
减持
RTX
RTX CORPORATION
-$6.9M
57,530
-41%
减持
AMT
AMERICAN TOWER CORP
-$6.7M
24,337
-61%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$6.7M
78,522
减持
MNST
MONSTER BEVERAGE CORP NEW
-$6.6M
74,858
-52%
减持
HD
HOME DEPOT INC
-$6.6M
90,415
-14%
增持
—
EXXON MOBIL CORP
+$6.5M
120,275
+4%
减持
IWF
ISHARES TR
-$6.5M
117,622
-2%
减持
EOG
EOG RES INC
+$6.3M
161,784
-0%
减持
EEM
ISHARES TR
-$6.3M
77,766
-60%
减持
CCK
CROWN HLDGS INC
-$6.1M
151,384
-27%
减持
IWD
ISHARES TR
-$6.1M
251,502
-12%
减持
KKR
KKR & CO INC
-$5.7M
155,354
-1%
增持
PWR
QUANTA SVCS INC
+$5.6M
43,877
+0%
减持
BAC
BANK AMERICA CORP
-$5.5M
684,384
-3%
增持
MU
MICRON TECHNOLOGY INC
+$5.4M
19,724
+346%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.3M
21,232
-36%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$5.1M
23,521
-21%
增持
ANET
ARISTA NETWORKS INC
+$5.0M
44,617
+1117%
增持
DJP
BARCLAYS BANK PLC
+$4.9M
448,468
+1%
减持
MS
MORGAN STANLEY
-$4.9M
289,736
-2%
减持
LRCX
LAM RESEARCH CORP
-$4.8M
221,434
-27%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.5M
2,485,963
+3%
增持
NI
NISOURCE INC
+$4.5M
626,099
+6%
减持
PEP
PEPSICO INC
-$4.2M
68,914
-33%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.1M
1,839,884
+1%
增持
IWN
ISHARES TR
+$3.9M
390,279
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$3.8M
114,009
-10%
增持
PANW
PALO ALTO NETWORKS INC
-$3.8M
174,550
+1%
减持
BDX
BECTON DICKINSON & CO
-$3.7M
15,363
-51%
减持
FTV
FORTIVE CORP
-$3.6M
43,634
-60%
增持
BSX
BOSTON SCIENTIFIC CORP
-$3.5M
111,135
+1%
增持
TSLA
TESLA INC
-$3.5M
71,801
+7%
增持
IJH
ISHARES TR
+$3.4M
1,797,937
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.3M
57,662
+2%
减持
WMT
WALMART INC
+$3.3M
392,907
-4%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$3.3M
150,913
+0%
增持
MRK
MERCK & CO INC
+$3.2M
131,499
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.2M
47,855
-4%
增持
NEE
NEXTERA ENERGY INC
+$3.1M
231,812
+1%
减持
GE
GE AEROSPACE
-$3.1M
66,510
-7%
增持
TXN
TEXAS INSTRS INC
+$3.0M
57,393
+22%
减持
HON
HONEYWELL INTL INC
+$2.8M
92,141
-0%
减持
SPYM
SPDR SERIES TRUST
-$2.8M
640,610
-1%
减持
FISV
FISERV INC
-$2.5M
27,695
-54%
增持
DIS
DISNEY WALT CO
-$2.4M
142,368
+1%
增持
KO
COCA COLA CO
+$2.4M
334,230
+1%
增持
TMUS
T-MOBILE US INC
+$2.3M
45,179
+27%
减持
EFA
ISHARES TR
+$2.2M
2,258,978
-0%
增持
—
EATON CORP PLC
+$2.1M
45,001
+3%
增持
VV
VANGUARD INDEX FDS
-$2.1M
159,809
+1%
减持
GILD
GILEAD SCIENCES INC
+$2.0M
122,271
-0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.0M
127,730
+2%
增持
TRMB
TRIMBLE INC
-$2.0M
155,480
+0%
增持
MDLZ
MONDELEZ INTL INC
+$1.9M
319,391
+4%
增持
—
MEDTRONIC PLC
-$1.9M
229,003
+1%
减持
CAT
CATERPILLAR INC
+$1.9M
60,596
-15%
增持
ISRG
INTUITIVE SURGICAL INC
-$1.8M
24,158
+6%
增持
IWS
ISHARES TR
+$1.8M
178,501
+4%
减持
UPS
UNITED PARCEL SVCS INC
-$1.8M
112,416
-13%
增持
AVGO
BROADCOM INC
-$1.7M
203,506
+9%
增持
IWO
ISHARES TR
-$1.7M
224,148
+1%
增持
SNPS
SYNOPSYS INC
-$1.6M
26,700
+3%
增持
SNX
TD SYNNEX CORPORATION
+$1.6M
49,126
+10%
增持
UNP
UNION PAC CORP
+$1.5M
101,616
+1%
增持
URI
UNITED RENTALS INC
-$1.4M
19,782
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
153,713
+3%
减持
NKE
NIKE INC
-$1.3M
63,793
-14%
增持
GVI
ISHARES TR
+$1.3M
123,321
+12%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$1.3M
45,921
-25%
增持
IWP
ISHARES TR
-$1.3M
247,050
+3%
减持
MCK
MCKESSON CORP
+$1.2M
30,835
-1%
减持
VHT
VANGUARD WORLD FD
-$1.2M
3,027
-57%
增持
IWR
ISHARES TR
+$1.2M
689,676
+1%
减持
IWB
ISHARES TR
-$1.1M
50,463
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.1M
10
-9%
增持
TJX
TJX COS INC NEW
+$1.1M
114,736
+2%
清仓
SOLS
SOLSTICE ADVANCED MATLS INC
-$1.0M
0
-100%
增持
CI
THE CIGNA GROUP
+$947.1K
25,830
+20%
减持
—
ACCENTURE PLC IRELAND
-$886.9K
10,028
-6%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$873.7K
19,949
-21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$855.5K
174,485
+2%
增持
NFLX
NETFLIX INC.
+$845.9K
158,455
+3%
增持
APH
AMPHENOL CORP
+$825.1K
70,937
+18%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP
+$809.2K
108,516
+9%
减持
AXP
AMERICAN EXPRESS CO
-$790.0K
11,204
-1%
减持
VTI
VANGUARD INDEX FDS
-$785.3K
40,390
-1%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$753.7K
27,003
+13%
减持
—
CHUBB LTD SWITZ
+$745.7K
75,295
-1%
减持
PLD
PROLOGIS INC.
+$724.1K
212,162
-1%
增持
UBER
UBER TECHNOLOGIES INC
-$711.2K
106,430
+4%
减持
QCOM
QUALCOMM INC
-$669.5K
15,386
-1%
减持
SBUX
STARBUCKS CORP
-$659.2K
50,088
-18%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$644.1K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$623.6K
12,395
-16%
减持
PCAR
PACCAR INC
+$613.5K
157,109
-1%
增持
PG
PROCTER & GAMBLE CO
+$562.5K
207,650
+1%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$552.4K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$548.7K
4,381
-8%
建仓
WAT
WATERS CORP
+$516.4K
1,734
增持
SPSB
SPDR SERIES TRUST
+$514.7K
204,527
+10%
减持
DE
DEERE & CO
+$508.8K
5,549
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$505.2K
5,720
-45%
减持
VOO
VANGUARD INDEX FDS
-$481.9K
4,373
-11%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$479.7K
120,221
+9%
减持
EQIX
EQUINIX INC
+$478.8K
5,443
-14%
增持
LEN
LENNAR CORP
+$465.8K
59,374
+30%
减持
IVV
ISHARES TR
-$439.8K
11,168
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$438.6K
8,330
+1%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$419.7K
11,919
+4%
减持
CPRT
COPART INC
-$408.8K
51,145
-5%
减持
CSCO
CISCO SYS INC
-$394.8K
469,041
-2%
减持
RELY
REMITLY GLOBAL INC
+$389.0K
208,221
-0%
减持
—
LINDE PLC
-$384.9K
81,678
-15%
增持
IAU
ISHARES GOLD TR
+$381.7K
13,662
+35%
增持
VZ
VERIZON COMMUNICATIONS INC
+$381.2K
26,241
+14%
建仓
T
AT&T INC
+$378.2K
13,046
增持
XLE
SELECT SECTOR SPDR TR
+$377.8K
11,320
+60%
