小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
BARTLETT & CO. WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BARTLETT & CO. WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0002010186
持仓数
1,278
前50大市值合计
$6.09B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
19Q3
19Q2
19Q1
18Q4
18Q3
18Q2
18Q1
19Q1 调仓
2018-12-31 → 2019-03-31 · 共 150 项
建仓 1
增持 72
减持 75
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
CVS
CVS Health Corp
-$20.5M
133,535
-68%
减持
MA
Mastercard Inc
+$17.4M
383,471
-1%
减持
QCOM
Qualcomm Inc
-$15.8M
150,740
-65%
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
AAPL
Apple Inc
+$14.6M
444,615
+0%
增持
JPM
JPMorgan Chase & Co
+$13.8M
226,438
+141%
减持
MSFT
Microsoft Corp
+$13.0M
797,757
-0%
增持
IEFA
iShares Core MSCI EAFE
+$10.4M
1,006,526
+9%
增持
META
Facebook Inc Class A
+$9.8M
85,718
+148%
增持
MCD
McDonalds Corp
+$8.8M
134,645
+43%
减持
TJX
TJX Companies Inc.
+$8.7M
1,101,996
-1%
减持
BAX
Baxter International Inc
+$8.5M
547,660
-0%
增持
—
Worldpay Inc
+$7.8M
192,735
+4%
增持
—
Accenture PLC - Class A
+$7.4M
199,317
+1%
减持
—
United Technologies Corp
+$7.3M
362,912
-2%
增持
GOOG
Alphabet Inc Class C
+$6.6M
42,862
+2%
增持
AMT
American Tower REIT Inc
+$6.6M
146,775
+4%
减持
LOW
Lowe's Companies Inc
+$6.3M
385,408
-1%
增持
ADI
Analog Devices Inc
+$6.1M
313,624
+0%
增持
—
Laboratory Corp Amer Hldgs
+$5.8M
177,912
+5%
增持
CVX
Chevron Corp
+$5.6M
365,366
+1%
增持
VCIT
Vanguard Intermediate Term Cor
+$5.2M
319,350
+17%
减持
ABT
Abbott Labs
+$5.2M
795,029
-1%
增持
ENB
Enbridge Inc
+$5.1M
977,654
+0%
增持
VOO
Vanguard S&P 500 ETF
+$5.0M
135,445
+3%
减持
PEP
Pepsico Inc
+$4.9M
464,587
-1%
增持
GD
General Dynamics Corporation
+$4.6M
80,341
+41%
减持
PG
Procter & Gamble Co
+$4.4M
583,875
-5%
减持
NVS
Novartis AG-ADR
+$4.4M
448,179
-1%
增持
VFC
V F Corp.
+$4.2M
269,064
+0%
减持
INTC
Intel Corp
+$4.2M
691,868
-2%
增持
VZ
Verizon Communications Inc
+$3.9M
891,522
+3%
增持
DEO
Diageo P L C Spon ADR
+$3.6M
154,312
+0%
增持
MTB
M&T Bank Corporation
+$3.6M
71,124
+34%
增持
—
Linde AG
+$3.6M
197,754
+0%
减持
NKE
Nike Inc.
+$3.5M
369,991
-1%
减持
NSC
Norfolk Southern Corp.
+$3.5M
96,456
-1%
增持
WM
Waste Management Inc.
+$3.3M
137,978
+11%
减持
ORCL
Oracle Corp
+$3.2M
454,326
-3%
减持
XLV
Health Care Select Sector SPDR
-$3.2M
22,710
-63%
减持
—
Exxon Mobil Corp
+$3.1M
339,925
-5%
减持
ADP
Automatic Data Processing
+$3.0M
104,326
-0%
增持
DE
Deere Co
+$2.9M
209,147
+2%
增持
FDX
Fedex Corp
+$2.8M
137,973
+0%
减持
EFA
iShares MSCI EAFE ETF
-$2.8M
30,722
-62%
减持
BRK/B
Berkshire Hathaway Inc - Class
-$2.8M
322,370
-3%
减持
VCSH
Vanguard Short-Term Corp Bond
-$2.8M
443,948
-9%
减持
GOOGL
Alphabet Inc Class A
+$2.5M
22,011
-2%
减持
—
Kansas City Southern
+$2.5M
143,178
-3%
增持
SLB
Schlumberger Ltd
+$2.5M
165,472
+27%
增持
GILD
Gilead Sciences Inc.
+$2.4M
241,740
+14%
增持
SCHB
Schwab US Broad Market ETF
+$2.4M
234,955
+4%
减持
JNJ
Johnson & Johnson
+$2.2M
228,639
-1%
增持
SJM
J.M. Smucker Company
+$2.1M
73,840
+7%
减持
ITW
Illinois Tool Works
+$2.0M
121,721
-0%
减持
SCHC
Schwab International Small-Cap
-$2.0M
9,930
-88%
减持
USB
US Bancorp
+$2.0M
1,291,311
-2%
减持
XLF
Financial Select Sector SPDR
-$1.9M
28,325
-74%
增持
IGSB
iShares Short-Term Corporate B
+$1.8M
72,540
+85%
增持
VMBS
Vanguard Mortgage-Backed Secur
+$1.8M
441,220
+7%
减持
—
BlackRock Inc
+$1.8M
78,038
-3%
增持
BUD
Anheuser-Busch InBev SA/NV ADR
+$1.7M
86,980
+3%
减持
ABBV
Abbvie Inc
-$1.7M
112,433
-4%
增持
DUK
Duke Energy Corp
+$1.7M
380,548
+1%
减持
AMGN
Amgen Inc
-$1.7M
280,685
-1%
减持
IBM
International Business Machine
+$1.6M
68,871
-3%
增持
IWP
iShares Russell Midcap Growth
+$1.4M
53,555
+4%
增持
TROW
T Rowe Price Group Inc.
+$1.4M
13,845
+8553%
减持
CFR
Cullen Frost Bankers
+$1.3M
147,298
-1%
减持
IYE
iShares US Energy
-$1.2M
18,300
-70%
增持
WEC
WEC Energy Group Inc.
+$1.2M
117,485
+1%
减持
MKC
McCormick & Co
+$1.2M
191,788
-3%
增持
UNP
Union Pacific Corp
+$1.1M
38,103
+0%
增持
UPS
United Parcel Service Inc.
+$1.1M
42,278
+14%
减持
EMR
Emerson Electric Co.
+$1.0M
137,369
-2%
减持
VTI
Vanguard Total Stock Market VI
+$1.0M
60,668
-0%
减持
VEU
Vanguard FTSE All-World Ex-US
+$974.9K
250,470
-1%
减持
VXF
Vanguard Extended Market VIPER
+$964.4K
61,642
-0%
增持
BMY
Bristol-Myers Squibb Co.
+$912.9K
498,123
+13%
增持
IEMG
iShares Core MSCI Emerging Mar
+$858.7K
178,706
+1%
减持
VWO
Vanguard FTSE Emerging Markets
+$852.7K
196,781
-0%
减持
SCHM
Schwab US Mid-Cap ETF
-$761.5K
29,523
-41%
增持
PM
Philip Morris International
+$637.9K
29,469
+0%
增持
BHK
BlackRock Core Bond Common
+$635.2K
389,593
+4%
增持
CSCO
Cisco Systems Inc
+$620.5K
51,695
+3%
增持
IWS
iShares Russell MidCap Value E
+$615.1K
51,868
+2%
减持
MET
Metlife Inc
-$564.6K
9,030
-61%
增持
XRNPX
Cohen & Steers REIT PFD
+$545.9K
193,695
+0%
增持
PFF
iShares S&P US Preferred Stock
+$541.2K
120,312
+7%
增持
—
General Electric
+$540.7K
97,081
+71%
减持
MRK
Merck & Co. Inc.
+$530.7K
89,803
-1%
增持
MBB
iShares Barclays MBS ETF
+$528.1K
15,370
+45%
增持
IWN
iShares Russell 2000 Value ETF
+$514.8K
27,410
+6%
增持
SUSA
iShares MSCI USA ESG Select
+$509.1K
19,169
+12%
增持
SCHF
Schwab International Equity ET
+$500.2K
134,548
+3%
减持
CL
Colgate-Palmolive Co.
+$498.4K
58,315
-1%
减持
T
AT&T Inc
+$479.3K
175,736
-0%
增持
SCHX
Schwab U.S. Large-Cap ETF
+$465.6K
58,711
+0%
减持
WFC
Wells Fargo & Co
-$460.9K
103,593
-13%
减持
TGT
Target Corp
+$453.0K
38,952
-4%
减持
BA
Boeing Co.
+$424.0K
9,519
-4%
增持
IVE
iShares S&P 500 Value ETF
+$403.1K
17,323
+13%
增持
DIS
Disney (Walt) Co
+$403.0K
451,876
+0%
减持
KMB
Kimberly Clark
+$389.8K
41,874
-1%
减持
CINF
Cincinnati Financial Corp
+$383.5K
52,025
-1%
增持
SCHV
Schwab US Large-Cap Value ETF
+$372.8K
37,836
+10%
增持
IWR
iShares Russell Midcap ETF
+$355.6K
26,653
+14%
减持
AXP
American Express Company
-$347.3K
51,519
-18%
增持
SCHG
Schwab US Large-Cap Growth ETF
+$344.2K
29,756
+2%
减持
BF/B
Brown Forman Corp Class B
-$343.9K
26,060
-28%
减持
VDC
Vanguard Consumer Staples ETF
-$342.5K
13,764
-23%
减持
NVO
Novo-Nordisk A/S ADR
+$330.6K
60,250
-3%
增持
IWM
iShares Russell 2000 ETF
+$328.1K
16,454
+1%
增持
SCHA
Schwab US Small-Cap ETF
+$323.8K
33,894
+1%
增持
MMM
3M Company
+$317.8K
17,549
+0%
清仓
—
Luxottica Group SPA Sponsored
-$316.1K
0
-100%
增持
LMT
Lockheed Martin Corp.
+$314.6K
8,156
+0%
减持
SCHZ
Schwab U.S. Aggregate Bond ETF
-$287.7K
84,738
-8%
增持
IWO
iShares Russell 2000 Growth In
+$287.1K
8,025
+4%
增持
HON
Honeywell International Inc.
+$286.2K
10,440
+0%
减持
IVV
iShares Core S&P 500 ETF
+$285.8K
10,449
-2%
减持
—
Raytheon Company
+$283.7K
10,842
-1%
减持
—
Xilinx Inc.
+$283.7K
7,225
-3%
减持
—
DowDupont Inc
-$271.9K
11,911
-30%
减持
PFE
Pfizer Inc.
-$259.6K
147,459
-1%
减持
SYY
Sysco Corp.
+$248.0K
71,957
-1%
减持
—
Chubb Ltd
-$244.8K
187,633
-9%
减持
DLN
Wisdomtree Large Cap Div Exch
-$244.1K
3,535
-48%
减持
SPY
SPDR S&P 500 ETF Trust
+$236.6K
10,883
-4%
减持
VYM
Vanguard High Dividend Yield E
+$212.8K
27,840
-0%
减持
SYK
Stryker Corp.
+$210.5K
6,030
-4%
减持
BF/A
Brown Forman Corp Class A
-$201.3K
2,250
-66%
增持
MDLZ
Mondelez Intl Inc CL A
+$198.6K
20,023
+0%
增持
VYMI
Vanguard Intl High Dividend Yi
+$191.7K
38,575
+1%
减持
IVOO
Vanguard S&P Mid-Cap 400 Index
+$186.1K
14,770
-3%
减持
KO
Coca Cola
-$184.9K
78,847
-5%
减持
WU
Western Union Co
-$178.7K
2,700
-80%
增持
AMZN
Amazon.com Inc.
+$176.5K
536
+3%
减持
CMCSA
Comcast Corporation Class A
+$170.1K
31,960
-1%
增持
VIG
Vanguard Dividend Appreciation
+$158.7K
12,347
+1%
建仓
—
Steris PLC
+$158.1K
1,235
减持
CTAS
Cintas Corp.
+$155.6K
5,901
-4%
减持
IBB
iShares Nasdaq Biotechnology E
+$151.6K
10,616
-1%
增持
MUB
iShares S&P National AMT-Free
+$151.4K
25,005
+4%
增持
KR
Kroger Co.
-$146.0K
50,369
+0%
增持
SCHE
Schwab Emerging Markets Equity
+$141.6K
41,974
+4%
减持
DCI
Donaldson Inc.
+$138.4K
21,407
-0%
增持
LLY
Lilly (Eli) & Co.
+$132.0K
8,992
+1%
清仓
—
Steris Plc
-$132.0K
0
-100%
增持
FNDX
Schwab Fundamental US Large Co
+$131.7K
12,845
+23%
增持
MFC
Manulife Finl Corp
+$127.9K
46,565
+0%
