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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
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 2
增持 63
减持 85
方向
标的
Δ市值
现股数(环比)
建仓
BAH
Booz Allen Hamilton Hl Cl A
+$39.5M
452,532
减持
DIS
Disney (Walt) Co
+$37.2M
664,031
-1%
减持
AAPL
Apple Inc
+$25.6M
2,064,132
-4%
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
JPM
JPMorgan Chase & Co
+$20.5M
666,212
-0%
减持
GOOG
Alphabet Inc Class C
+$17.9M
64,911
-0%
减持
TJX
TJX Companies Inc.
+$14.4M
1,155,100
-0%
增持
ADI
Analog Devices Inc
+$11.6M
368,158
+1%
减持
GILD
Gilead Sciences Inc.
-$11.3M
12,013
-94%
减持
PG
Procter & Gamble Co
-$11.2M
642,480
-11%
增持
BSV
Vanguard Short-Term Bond ETF
+$10.9M
279,904
+89%
减持
—
Accenture PLC - Class A
+$10.1M
290,950
-0%
减持
DE
Deere Co
+$9.9M
211,878
-0%
增持
JNJ
Johnson & Johnson
+$9.2M
352,314
+13%
增持
VOO
Vanguard S&P 500 ETF
+$9.1M
197,621
+4%
增持
AMGN
Amgen Inc
-$8.7M
386,409
+1%
建仓
SHYG
iShares 0-5 Year High Yield Co
+$8.5M
187,377
减持
BRK/B
Berkshire Hathaway Inc - Class
+$8.2M
443,736
-0%
增持
NEE
NextEra Energy Inc
+$7.9M
807,144
+312%
增持
IEFA
iShares Core MSCI EAFE
+$7.6M
669,578
+4%
增持
CDW
CDW Corp
+$7.2M
183,052
+29%
减持
—
Chubb Ltd
+$7.0M
186,056
-0%
减持
MSFT
Microsoft Corp
+$6.9M
1,002,898
-2%
增持
CMCSA
Comcast Corporation Class A
+$6.8M
919,181
+3%
减持
GOOGL
Alphabet Inc Class A
+$6.3M
23,135
-1%
增持
TROW
T Rowe Price Group Inc.
+$6.3M
244,871
+2%
增持
COST
Costco Wholesale Corp
+$6.3M
98,615
+13%
增持
PEP
Pepsico Inc
+$6.2M
568,297
+0%
减持
USB
US Bancorp
+$6.0M
614,780
-3%
减持
SBUX
Starbucks Corp.
+$5.9M
291,331
-1%
增持
AMT
American Tower REIT Inc
+$5.4M
272,965
+18%
减持
—
Linde AG
+$5.4M
217,830
-0%
减持
CSCO
Cisco Systems Inc
-$5.3M
75,187
-66%
减持
NKE
Nike Inc.
+$5.1M
334,473
-0%
减持
RTX
Raytheon Technologies Corp
-$4.9M
226,429
-38%
增持
UNH
UnitedHealth Group Incorporate
+$4.6M
102,229
+2%
增持
MDY
SPDR S&P MidCap 400 ETF Trust
+$4.5M
54,594
+0%
减持
LOW
Lowe's Companies Inc
-$4.4M
638,637
-1%
减持
INTC
Intel Corp
-$4.1M
689,622
-7%
减持
ADP
Automatic Data Processing
+$3.9M
108,820
-0%
增持
—
Laboratory Corp Amer Hldgs
+$3.8M
181,351
+3%
增持
VCIT
Vanguard Intermediate Term Cor
+$3.7M
732,703
+4%
增持
IGSB
iShares Short-Term Corporate B
+$3.6M
198,668
+49%
增持
AGG
iShares Core Total U.S. Bond M
+$3.4M
528,664
+6%
减持
ENB
Enbridge Inc
+$3.3M
1,460,489
-2%
减持
TMO
Thermo Fisher Scientific Inc
+$3.3M
138,299
-0%
增持
AMZN
Amazon.com Inc.
+$3.2M
16,245
+3%
增持
BRK/A
Berkshire Hathaway Inc. Class
+$2.8M
79
+3%
增持
CRM
Salesforce Com
-$2.7M
216,217
+7%
减持
VBR
Vanguard Small Cap Value VIPER
+$2.7M
88,500
-1%
增持
IJR
iShares Core S&P Small-Cap ETF
+$2.7M
46,531
+106%
减持
ITW
Illinois Tool Works
+$2.6M
255,227
-0%
减持
CFR
Cullen Frost Bankers
+$2.6M
124,703
-4%
增持
DUK
Duke Energy Corp
+$2.6M
560,299
+2%
减持
SCHB
Schwab US Broad Market ETF
+$2.5M
238,369
-1%
增持
NSC
Norfolk Southern Corp.
+$2.5M
96,670
+1%
增持
IEMG
iShares Core MSCI Emerging Mar
+$2.4M
198,440
+6%
减持
—
Kansas City Southern
+$2.3M
130,162
-3%
减持
VBK
Vanguard Small Cap Growth VIPE
+$2.3M
44,671
-0%
增持
FDX
Fedex Corp
+$2.3M
167,032
+3%
减持
ABBV
Abbvie Inc
+$2.3M
121,121
-1%
增持
META
Facebook Inc Class A
+$2.2M
103,795
+4%
减持
DEO
Diageo P L C Spon ADR
+$2.2M
127,940
-1%
减持
SYY
Sysco Corp.
+$2.2M
206,876
-2%
减持
AXP
American Express Company
+$2.1M
103,637
-0%
增持
VCSH
Vanguard Short-Term Corp Bond
+$2.1M
749,926
+3%
增持
WM
Waste Management Inc.
+$2.1M
304,346
+2%
增持
BAX
Baxter International Inc
+$2.1M
599,980
+5%
增持
IWP
iShares Russell Midcap Growth
+$2.0M
124,796
+100%
减持
EMR
Emerson Electric Co.
+$2.0M
150,533
-3%
增持
BMY
Bristol-Myers Squibb Co.
+$1.9M
827,095
+0%
减持
VXF
Vanguard Extended Market VIPER
+$1.9M
57,012
-0%
减持
VFC
V F Corp.
+$1.8M
137,558
-2%
减持
TRV
Travelers Cos Inc
+$1.8M
58,356
-1%
减持
VEU
Vanguard FTSE All-World Ex-US
+$1.8M
252,564
-2%
减持
UNP
Union Pacific Corp
+$1.7M
169,384
-1%
增持
VB
Vanguard Small-Cap VIPERs
+$1.6M
39,463
+0%
增持
IWS
iShares Russell MidCap Value E
+$1.5M
76,827
+5%
减持
NVS
Novartis AG-ADR
+$1.4M
236,702
-2%
减持
KMB
Kimberly Clark
-$1.4M
44,640
-11%
减持
ROK
Rockwell Automation Corporatio
+$1.1M
40,975
-1%
减持
SCZ
iShares MSCI EAFE Small-Cap
+$1.1M
121,036
-1%
减持
VWO
Vanguard FTSE Emerging Markets
+$1.1M
177,110
-2%
增持
CINF
Cincinnati Financial Corp
+$1.1M
59,799
+12%
减持
CVX
Chevron Corp
+$1.0M
88,517
-1%
增持
TSLA
Tesla Motors Inc Com
+$1.0M
3,135
+15%
减持
LMT
Lockheed Martin Corp.
-$965.5K
30,418
-1%
减持
LHX
L3Harris Technologies
+$960.3K
57,201
-1%
减持
FMX
Fomento Economico Mexicano SAB
+$960.2K
51,923
-2%
减持
—
Exxon Mobil Corp
+$956.2K
198,475
-6%
减持
—
Eaton Corp PLC
+$944.2K
52,614
-0%
减持
EFA
iShares MSCI EAFE ETF
+$909.8K
136,184
-4%
减持
SPY
SPDR S&P 500 ETF Trust
+$883.0K
24,823
-1%
增持
IVV
iShares Core S&P 500 ETF
+$864.4K
16,109
+4%
减持
KO
Coca Cola
+$858.7K
172,973
-0%
减持
STZ
Constellation Brands Inc
+$851.3K
33,911
-2%
增持
QCOM
Qualcomm Inc
+$835.4K
23,991
+0%
增持
MUB
iShares S&P National AMT-Free
+$828.7K
58,979
+12%
减持
IWR
iShares Russell Midcap ETF
+$827.2K
77,464
-1%
减持
IWM
iShares Russell 2000 ETF
+$812.7K
22,991
-7%
减持
BDX
Becton Dickinson & Co
+$801.1K
46,718
-0%
减持
GD
General Dynamics Corporation
+$785.3K
146,578
-4%
增持
MCD
McDonalds Corp
-$775.2K
181,586
+0%
增持
SMB
Vaneck Vectors AMT-Free Short
+$772.0K
122,959
+52%
增持
XLK
US Technology Select SPDR
+$722.7K
39,406
+4%
减持
VO
Vanguard Mid-Cap ETF
+$722.1K
24,291
-0%
减持
D
Dominion Energy Inc.
-$716.5K
13,574
-38%
增持
VYMI
Vanguard Intl High Dividend Yi
+$707.1K
65,243
+4%
增持
VMBS
Vanguard Mortgage-Backed Secur
+$706.4K
727,367
+2%
增持
VYM
Vanguard High Dividend Yield E
+$701.9K
39,370
+10%
增持
TGT
Target Corp
+$688.7K
33,001
+1%
增持
ABT
Abbott Labs
+$681.9K
1,028,393
+0%
减持
CL
Colgate-Palmolive Co.
+$680.5K
127,820
-4%
增持
PFF
iShares S&P US Preferred Stock
+$679.1K
154,953
+7%
增持
FIS
Fidelity National Information
-$667.1K
245,857
+2%
减持
JPST
JP Morgan Ultra Short Income F
-$664.4K
131,888
-9%
减持
SCHF
Schwab International Equity ET
+$631.7K
139,646
-0%
减持
WEC
WEC Energy Group Inc.
-$623.6K
101,665
-1%
减持
IWN
iShares Russell 2000 Value ETF
+$619.5K
41,516
-15%
减持
WMT
Walmart Inc
+$615.8K
143,003
-0%
减持
SCHW
Charles Schwab Corp.
+$613.5K
44,283
-8%
增持
FITB
Fifth Third Bancorp
+$607.2K
78,690
+6%
减持
HON
Honeywell International Inc.
+$602.9K
14,706
-4%
减持
VFH
Vanguard Financials ETF
+$584.8K
41,019
-0%
减持
NSRGY
Nestle SA Sponsored ADR
-$580.1K
337,584
-0%
增持
PNC
PNC Financial Services Group
+$579.7K
13,686
+3%
增持
MKC
McCormick & Co
-$578.9K
370,329
+99%
减持
WIW
Western Asset Infl Linked Opps
-$544.2K
117,154
-34%
减持
HD
Home Depot Inc.
-$542.5K
30,654
-2%
增持
VZ
Verizon Communications Inc
-$526.2K
982,596
+0%
减持
IWO
iShares Russell 2000 Growth In
+$515.6K
16,240
-13%
减持
SCHX
Schwab U.S. Large-Cap ETF
+$483.6K
52,098
-1%
减持
—
Texas Pacific Land Trust
+$477.6K
1,775
-1%
增持
BA
Boeing Co.
+$456.8K
9,209
+0%
增持
CTAS
Cintas Corp.
+$451.8K
10,867
+7%
减持
SCHA
Schwab US Small-Cap ETF
+$451.3K
25,979
-5%
减持
—
Varian Medical Systems Inc
-$449.9K
4,859
-36%
增持
MLN
VanEck Vectors AMT-Free Long M
+$444.7K
89,901
+27%
减持
PFE
Pfizer Inc.
-$429.4K
177,343
-6%
增持
PYPL
PayPal Holdings Inc
+$429.2K
5,827
+23%
减持
LLY
Lilly (Eli) & Co.
+$425.9K
20,676
-0%
增持
EAGG
iShares ESG U.S. Aggregate Bon
+$413.6K
29,828
+32%
增持
HBAN
Huntington Bancshares Inc.
+$390.6K
36,669
+338%
增持
IJH
iShares Core S&P MidCap ETF
+$388.4K
8,137
+2%
减持
APD
Air Products and Chemicals Inc
-$370.0K
9,079
-5%
减持
XLY
Consumer Discretionary Select
+$361.6K
27,031
-0%
减持
—
Medtronic plc
+$355.6K
29,546
-1%
增持
XRNPX
Cohen & Steers REIT PFD
+$346.8K
130,600
+0%
减持
IBM
International Business Machine
-$343.7K
58,067
-8%
增持
DOV
Dover Corp.
+$330.7K
6,993
+37%
减持
DHR
Danaher Corp
+$324.7K
96,771
-2%
