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
19Q3 调仓
2019-06-30 → 2019-09-30 · 共 150 项
建仓 10
增持 122
减持 16
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
BRK/A
Berkshire Hathaway Inc. Class
+$61.9M
276
+263%
增持
MSFT
Microsoft Corp
+$55.5M
1,165,075
+47%
增持
AAPL
Apple Inc
+$49.7M
614,264
+38%
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
JPM
JPMorgan Chase & Co
+$48.7M
643,694
+166%
增持
LOW
Lowe's Companies Inc
+$35.4M
678,031
+75%
减持
—
BlackRock Inc
-$34.0M
4,836
-94%
增持
NSRGY
Nestle SA Sponsored ADR
+$33.4M
365,309
+507%
增持
GOOG
Alphabet Inc Class C
+$32.3M
64,710
+50%
增持
BRK/B
Berkshire Hathaway Inc - Class
+$28.5M
466,488
+45%
增持
SBUX
Starbucks Corp.
+$28.4M
330,721
+3195%
增持
—
United Technologies Corp
+$27.4M
543,744
+51%
增持
DIS
Disney (Walt) Co
+$26.1M
672,775
+53%
增持
ITW
Illinois Tool Works
+$25.1M
276,449
+128%
增持
FIS
Fidelity National Information
+$24.9M
187,813
+1341421%
增持
TMO
Thermo Fisher Scientific Inc
+$24.9M
139,744
+159%
增持
AMGN
Amgen Inc
+$24.2M
390,657
+40%
清仓
—
Worldpay Inc
-$23.3M
0
-100%
增持
UNP
Union Pacific Corp
+$22.6M
179,234
+370%
增持
ABT
Abbott Labs
+$21.3M
1,047,520
+33%
增持
—
Accenture PLC - Class A
+$20.8M
300,230
+50%
增持
CMCSA
Comcast Corporation Class A
+$20.7M
584,117
+337%
增持
PG
Procter & Gamble Co
+$18.4M
673,980
+13%
建仓
STZ
Constellation Brands Inc
+$18.0M
86,648
增持
WMT
Walmart Inc
+$17.9M
155,917
+2671%
增持
PEP
Pepsico Inc
+$16.5M
562,051
+22%
增持
DHR
Danaher Corp
+$15.7M
109,914
+6672%
增持
—
Everest Re Group Ltd
+$15.3M
57,400
+1913233%
增持
MET
Metlife Inc
+$15.1M
327,564
+4793%
增持
SYY
Sysco Corp.
+$14.2M
242,697
+239%
增持
UPS
United Parcel Service Inc.
+$13.4M
155,958
+202%
建仓
LHX
L3Harris Technologies
+$12.9M
61,732
增持
BDX
Becton Dickinson & Co
+$12.3M
49,405
+8134%
增持
VBR
Vanguard Small Cap Value VIPER
+$12.0M
93,301
+19338%
增持
—
Eaton Corp PLC
+$11.4M
140,829
+4241%
增持
SCHW
Schwab Charles Corp.
+$11.4M
307,097
+774%
增持
VTI
Vanguard Total Stock Market VI
+$11.3M
134,535
+125%
增持
BMY
Bristol-Myers Squibb Co.
+$11.2M
666,446
+34%
增持
INTC
Intel Corp
+$10.9M
859,078
+23%
增持
MDLZ
Mondelez Intl Inc CL A
+$10.8M
214,435
+907%
增持
CSCO
Cisco Systems Inc
+$10.5M
270,632
+421%
增持
TRV
Travelers Cos Inc
+$10.3M
69,899
+8322%
增持
ENB
Enbridge Inc
+$9.9M
1,339,038
+30%
增持
LMT
Lockheed Martin Corp.
+$9.6M
31,635
+322%
增持
NEE
NextEra Energy Inc
+$9.3M
43,173
+1042%
增持
MMM
3M Company
+$9.0M
70,745
+360%
增持
VEU
Vanguard FTSE All-World Ex-US
+$8.7M
430,000
+72%
增持
VBK
Vanguard Small Cap Growth VIPE
+$8.5M
47,695
+6434%
增持
GOOGL
Alphabet Inc Class A
+$8.2M
25,529
+20%
增持
SCZ
iShares MSCI EAFE Small-Cap
+$8.0M
143,421
+3141%
增持
JNJ
Johnson & Johnson
+$7.8M
304,526
+34%
增持
—
Exxon Mobil Corp
+$7.6M
468,294
+41%
增持
ROK
Rockwell Automation Corporatio
+$7.3M
44,994
+6328%
减持
IEFA
iShares Core MSCI EAFE
-$7.2M
537,260
-18%
建仓
NTRS
Northern Trust Corp.
+$7.0M
74,284
增持
DUK
Duke Energy Corp
+$6.4M
419,807
+10%
增持
CVX
Chevron Corp
+$6.1M
453,665
+18%
增持
CL
Colgate-Palmolive Co.
+$6.1M
140,368
+141%
增持
VB
Vanguard Small-Cap VIPERs
+$6.1M
46,543
+596%
增持
KO
Coca Cola
+$5.9M
181,503
+128%
增持
MRK
Merck & Co. Inc.
+$5.8M
163,546
+70%
增持
VCIT
Vanguard Intermediate Term Cor
+$5.6M
412,956
+16%
建仓
FMX
Fomento Economico Mexicano SAB
+$5.5M
60,301
增持
EFA
iShares MSCI EAFE ETF
+$5.5M
112,819
+297%
增持
AXP
American Express Company
+$5.4M
107,666
+82%
增持
VZ
Verizon Communications Inc
+$4.9M
932,987
+4%
增持
TJX
TJX Companies Inc.
+$4.7M
1,127,601
+3%
增持
USB
US Bancorp
+$4.7M
1,293,787
+1%
增持
VO
Vanguard Mid-Cap ETF
+$4.3M
26,678
+2361%
增持
BAX
Baxter International Inc
+$4.2M
561,743
+2%
增持
PSA
Public Storage
+$4.1M
16,609
+118536%
减持
FLOT
iShares Floating Rate Bond
-$4.0M
52,865
-60%
增持
—
Medtronic plc
+$3.8M
36,866
+1597%
增持
NKE
Nike Inc.
+$3.8M
370,856
+0%
增持
SPY
SPDR S&P 500 ETF Trust
+$3.6M
23,450
+104%
增持
JPST
JPMorgan Ultra-Short Income ET
+$3.4M
70,105
+3087%
增持
—
Chubb Ltd
+$3.4M
191,863
+3%
增持
VOO
Vanguard S&P 500 ETF
+$3.4M
149,170
+8%
建仓
STWD
Starwood Property Trust Inc
+$3.3M
132,975
建仓
WIW
Western Asset Infl Linked Opps
+$3.2M
288,830
增持
MCD
McDonalds Corp
+$3.2M
168,823
+6%
增持
AMT
American Tower REIT Inc
+$3.1M
149,699
+2%
增持
FDX
Fedex Corp
+$3.0M
174,843
+28%
增持
KMB
Kimberly Clark
+$2.8M
58,196
+42%
增持
EMR
Emerson Electric Co.
+$2.8M
175,765
+30%
增持
IWR
iShares Russell Midcap ETF
+$2.7M
78,748
+157%
增持
TROW
T Rowe Price Group Inc.
+$2.6M
50,312
+77%
增持
HD
Home Depot Inc.
+$2.6M
31,230
+40%
增持
T
AT&T Inc
+$2.5M
223,418
+26%
减持
MA
Mastercard Inc
+$2.3M
380,893
-0%
减持
SUSA
iShares MSCI USA ESG Select
-$2.3M
1,940
-91%
增持
APD
Air Products and Chemicals Inc
+$2.2M
10,491
+2037%
增持
AGG
iShares Core Total U.S. Bond M
+$2.2M
121,842
+17%
增持
GD
General Dynamics Corporation
+$2.1M
123,066
+10%
增持
BA
Boeing Co.
+$2.0M
14,303
+53%
增持
WM
Waste Management Inc.
+$2.0M
158,843
+13%
减持
NVS
Novartis AG-ADR
-$2.0M
247,460
-4%
增持
VMBS
Vanguard Mortgage-Backed Secur
+$1.9M
494,067
+7%
增持
NSC
Norfolk Southern Corp.
-$1.8M
95,802
+0%
增持
COST
Costco Wholesale Corp
+$1.8M
9,999
+145%
增持
CTAS
Cintas Corp.
+$1.8M
11,784
+101%
增持
ABBV
Abbvie Inc
+$1.8M
128,900
+17%
增持
V
Visa Inc
+$1.7M
14,117
+237%
增持
ISRG
Intuitive Surgical Inc New
+$1.6M
3,559
+559%
增持
AMZN
Amazon.com Inc.
+$1.6M
1,503
+180%
增持
IVE
iShares S&P 500 Value ETF
+$1.6M
33,495
+60%
减持
—
Kansas City Southern
+$1.5M
140,031
-0%
增持
VFC
V F Corp.
+$1.5M
277,577
+4%
增持
D
Dominion Energy Inc.
+$1.4M
20,022
+743%
增持
WFC
Wells Fargo & Co
+$1.4M
116,564
+22%
增持
COP
ConocoPhillips
+$1.3M
36,378
+202%
增持
PFE
Pfizer Inc.
+$1.3M
214,467
+46%
减持
DEO
Diageo P L C Spon ADR
-$1.3M
152,419
-1%
增持
LLY
Lilly (Eli) & Co.
+$1.2M
20,013
+122%
增持
PSX
Phillips 66
+$1.2M
15,117
+355%
增持
—
Linde AG
-$1.2M
195,746
+0%
增持
IBM
International Business Machine
+$1.2M
71,077
+7%
增持
IWN
iShares Russell 2000 Value ETF
+$1.2M
37,835
+36%
减持
GILD
Gilead Sciences Inc.
-$1.2M
233,744
-1%
建仓
—
Texas Pacific Land Trust
+$1.2M
1,800
增持
VIG
Vanguard Dividend Appreciation
+$1.2M
21,852
+74%
减持
MTB
M&T Bank Corporation
-$1.1M
70,463
-2%
减持
SCHG
Schwab US Large-Cap Growth ETF
-$1.1M
15,782
-47%
增持
IWO
iShares Russell 2000 Growth In
+$1.1M
14,624
+71%
增持
VCSH
Vanguard Short-Term Corp Bond
+$1.1M
448,790
+3%
增持
—
Nuveen Ohio Quality Income
+$1.0M
158,109
+63%
增持
IJR
iShares Core S&P Small-Cap ETF
+$1.0M
21,307
+170%
减持
IEMG
iShares Core MSCI Emerging Mar
-$1.0M
165,095
-7%
减持
HSY
Hershey Company
+$1.0M
52,538
-1%
建仓
RGA
Reinsurance Group of America I
+$1.0M
6,275
减持
WEC
WEC Energy Group Inc.
+$987.2K
114,428
-4%
建仓
MLN
VanEck Vectors AMT-Free Long M
+$949.1K
44,876
增持
MUB
iShares S&P National AMT-Free
+$943.1K
35,745
+29%
增持
DE
Deere Co
+$929.9K
214,748
+1%
增持
ALL
Allstate Corp.
+$923.5K
9,317
+916%
清仓
—
L-3 Technologies Inc
-$899.0K
0
-100%
增持
IWM
iShares Russell 2000 ETF
+$886.9K
21,916
+40%
增持
TGT
Target Corp
+$856.6K
37,593
+3%
建仓
OHI
Omega Healthcare Investors Inc
+$800.1K
19,146
减持
ADI
Analog Devices Inc
-$783.3K
308,204
-1%
增持
PM
Philip Morris International
+$762.4K
41,552
+36%
增持
DVY
iShares DJ Select Dividend ETF
+$751.7K
7,725
+2046%
增持
O
Realty Income Corp
+$747.4K
10,278
+1552%
增持
CFR
Cullen Frost Bankers
-$746.2K
151,592
+0%
减持
IWP
iShares Russell Midcap Growth
-$741.2K
49,017
-9%
增持
VLO
Valero Energy Corp New
+$740.3K
8,785
+8685%
增持
GWW
Grainger WW Inc.
+$740.2K
2,807
+702%
增持
—
Raytheon Company
+$739.2K
13,392
+23%
增持
—
Walgreens Boots Alliance Inc
+$713.6K
38,966
+48%
增持
—
Aon Corp
+$708.7K
3,675
+26150%
增持
IWB
iShares Russell 1000 ETF
+$708.3K
6,620
+183%
