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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 3
增持 81
减持 64
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
BRK/B
Berkshire Hathaway Class B
+$43.2M
415,638
+20%
增持
LOW
Lowes Cos Inc
-$32.0M
589,010
+1%
增持
MSFT
Microsoft Corp
-$26.9M
976,753
+0%
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
ABT
Abbott Laboratories
-$21.2M
1,038,384
+1%
减持
TROW
T Rowe Price Group
-$21.1M
177,133
-27%
增持
—
Accenture PLC F Class A
-$19.8M
280,539
+2%
增持
SPGI
S&P Global Inc Com
+$18.2M
122,338
+81%
增持
TJX
TJX Companies Inc
-$16.6M
1,119,219
+1%
减持
VZ
Verizon Communication
-$14.6M
383,662
-42%
增持
DE
Deere & Co
+$14.4M
189,698
+1%
减持
META
Meta Platforms Inc Class A
-$13.3M
114,067
-1%
减持
SBUX
Starbucks Corp
-$13.1M
218,836
-23%
增持
QCOM
Qualcomm Inc
+$13.1M
243,124
+85%
增持
BMY
Bristol-Myers Squibb
+$11.1M
855,678
+3%
减持
ENB
Enbridge Inc F
+$10.9M
1,590,470
-0%
增持
AMT
Amern Tower Corp REIT
-$10.6M
336,575
+4%
增持
CRM
Salesforce Inc
-$10.0M
275,552
+2%
增持
NKE
Nike Inc Class B
-$9.8M
348,475
+2%
增持
JPM
JPMorgan Chase & Co
-$9.7M
717,965
+6%
增持
DIS
Walt Disney Co
-$9.7M
672,173
+2%
增持
ITW
Illinois Tool Works
-$8.2M
245,158
+2%
增持
TMO
Thermo Fisher SCNTFC
-$8.2M
137,286
+3%
增持
—
Lab Co Of Amer HLDG
-$8.0M
169,295
+1%
增持
AMGN
Amgen Inc.
+$7.0M
391,608
+0%
增持
NEE
Nextera Energy Inc
-$5.4M
895,278
+3%
增持
AAPL
Apple Inc
-$5.4M
1,968,628
+0%
增持
GD
General Dynamics Co
+$5.2M
157,312
+0%
减持
USB
US Bancorp
-$5.2M
631,252
-8%
增持
—
Linde PLC F
-$5.1M
221,062
+1%
减持
BAX
Baxter Interntnl
-$5.1M
604,156
-0%
增持
JNJ
Johnson & Johnson
+$5.0M
400,249
+4%
增持
FDX
Fedex Corp
-$4.5M
182,950
+1%
增持
UNP
Union Pacific Corp
+$4.5M
167,601
+2%
增持
CDW
CDW Corp
-$4.3M
217,711
+3%
增持
—
Chubb LTD F
+$4.3M
199,651
+0%
增持
PEP
Pepsico Inc
-$4.2M
635,284
+0%
增持
GOOG
Alphabet Inc. Class C
-$4.1M
64,038
+1%
增持
AMZN
Amazon.Com Inc
+$3.8M
29,991
+6%
减持
HD
Home Depot Inc
-$3.8M
29,167
-3%
减持
DHR
Danaher Corp
-$3.7M
79,458
-3%
增持
AGG
iShares Core US Aggregate Bond ETF
-$3.7M
621,954
+1%
减持
VFC
VF Corp
-$3.5M
104,412
-19%
增持
VCIT
Vanguard Intermediate Term Cor ETF
-$3.5M
827,209
+3%
增持
VOO
Vanguard S&P 500 ETF
-$3.4M
195,143
+1%
减持
GOOGL
Alphabet Inc. Class A
-$3.4M
20,985
-2%
增持
BND
Vanguard Total Bond Market ETF
+$3.4M
67,032
+190%
增持
BRK/A
Berkshire Hathaway Class A
+$3.3M
14
+56%
增持
AXP
American Express Co
+$3.2M
103,025
+5%
增持
ABBV
Abbvie Inc
+$3.2M
113,190
+1%
减持
CVX
Chevron Corp
+$3.1M
69,202
-0%
增持
ADI
Analog Devices Inc
-$3.1M
376,754
+1%
增持
PG
Procter & Gamble
-$3.1M
981,935
+5%
减持
ROK
Rockwell Automation
-$3.0M
38,223
-3%
增持
MCD
McDonalds Corp
-$3.0M
174,116
+1%
增持
COST
Costco Wholesale Co
+$2.9M
159,517
+2%
减持
—
Exxon Mobil Corp
+$2.9M
142,544
-2%
增持
CMCSA
Comcast Corp Class A
-$2.9M
1,154,227
+2%
减持
FITB
Fifth Third Bancorp
-$2.8M
16,040
-80%
增持
SCHB
Schwab US Broad Market ETF
-$2.7M
421,364
+89%
增持
CINF
Cincinnati Finl
+$2.6M
115,055
+1%
增持
BAH
Booz Allen Hamilton Class A
+$2.6M
619,726
+1%
减持
DUK
Duke Energy Corp
+$2.5M
568,127
-2%
减持
RTX
Raytheon Technologies Co
+$2.3M
177,914
-0%
减持
—
Canadian Pac Railway F
+$2.2M
323,172
-5%
减持
BSV
Vanguard Short-Term Bond ETF
-$2.0M
385,041
-3%
减持
DEO
Diageo PLC F Sponsored ADR
-$2.0M
117,273
-1%
增持
ADP
Auto Data Processing
-$1.9M
106,638
+1%
增持
VCSH
Vanguard Short Term Cor BD ETF
-$1.8M
904,416
+1%
增持
FIS
Fidelity Natl Info
-$1.8M
328,661
+3%
增持
NSRGY
Nestle S A F Sponsored ADR
-$1.8M
334,225
+3%
增持
TRV
Travelers Companies
+$1.8M
47,260
+8%
增持
WM
Waste Management Inc
-$1.7M
308,993
+2%
减持
VTI
Vanguard Total Stock Market ETF
-$1.7M
118,350
-0%
增持
MBB
iShares MBS ETF IV
+$1.6M
47,545
+58%
减持
PFE
Pfizer Inc
-$1.5M
184,023
-2%
减持
NSC
Norfolk Southern Co
-$1.5M
90,130
-2%
减持
MDY
SPDR S&P Midcap 400 ETF
-$1.5M
55,215
-0%
减持
MMM
3M Co
-$1.5M
41,077
-4%
增持
CFR
Cullen Frost Bankers
+$1.5M
115,805
+0%
增持
IEFA
iShares Core MSCI EAFE ETF
-$1.4M
806,800
+5%
减持
VBK
Vanguard Small Cap Growth ETF
-$1.4M
40,491
-0%
增持
IJR
iShares Core S&P Small Cap ETF
+$1.4M
177,576
+14%
减持
—
Eaton Corp PLC F
-$1.3M
45,586
-5%
减持
JPST
JPMorgan Ultra Short Income ETF
-$1.3M
120,593
-18%
清仓
—
Xilinx Inc
-$1.3M
0
-100%
减持
LMT
Lockheed Martin Corp
+$1.3M
16,658
-2%
建仓
AMD
Advanced Micro
+$1.3M
11,710
增持
UPS
United Parcel SRVC Class B
+$1.2M
115,399
+5%
增持
IEMG
iShares Core MSCI Emerging ETF
+$1.2M
295,110
+16%
减持
INTC
Intel Corp
-$1.2M
319,756
-3%
减持
VXF
Vanguard Extended Market ETF
-$1.1M
53,145
-2%
减持
VUG
Vanguard Growth ETF
-$1.1M
3,018
-52%
减持
STZ
Constellation Brand Class A
-$1.1M
26,376
-8%
增持
WMT
WalMart Inc
+$1.1M
144,463
+2%
增持
VTIP
Vanguard SHRT Inf Prot Sec Index ETF
+$1.0M
31,911
+179%
减持
MDLZ
Mondelez Intl Class A
-$995.2K
172,556
-3%
减持
UNH
Unitedhealth GRP Inc
-$963.2K
119,764
-3%
增持
IWP
iShares Russell Mid Cap Growth ETF
-$935.9K
151,863
+8%
增持
IGIB
iShares TRT Is 5 10 Inv GR CR BD ETF
+$866.7K
36,852
+89%
增持
VEU
Vanguard FTSE All World Ex US ETF
-$836.6K
242,082
+0%
减持
KMB
Kimberly Clark Corp
-$805.0K
31,752
-4%
减持
SCZ
iShares MSCI EAFE Small Cap ETF
-$798.6K
93,586
-2%
增持
CL
Colgate-Palmolive Co
-$798.0K
125,215
+4%
减持
LHX
L3harris Technologies Inc.
+$793.2K
31,770
-5%
减持
MRK
Merck & Co. Inc.
+$769.9K
175,609
-1%
增持
IWS
iShares Russell Mid Cap Value ETF
+$756.8K
99,396
+9%
增持
—
Nuveen Ohio QLTY MNCPL I
-$734.2K
359,626
+0%
减持
VB
Vanguard Small Cap ETF
-$709.8K
41,594
-2%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$708.1K
112,113
-5%
清仓
SPLV
Invesco S&P 500 Low Volatility ETF
-$694.6K
0
-100%
减持
MKC
MC Cormick & Co Inc
+$691.2K
345,352
-1%
减持
FNDX
Schwab Fundamental US Large Co ETF
-$677.2K
245,167
-4%
减持
PNC
PNC Finl Services
-$656.1K
12,927
-15%
减持
SPY
SPDR S&P 500 ETF
-$655.7K
26,982
-0%
增持
SYY
Sysco Corp
+$647.5K
121,367
+2%
减持
BDX
Becton Dickinson&co
+$631.5K
44,789
-0%
增持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
-$611.8K
329,012
+1%
增持
TGT
Target Corp
-$602.3K
31,468
+0%
减持
CSCO
Cisco Systems Inc
-$602.2K
61,639
-3%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$589.7K
174,288
-0%
增持
PSX
Phillips 66
+$588.1K
18,217
+34%
减持
IVV
iShares Core S&P 500 ETF
-$567.4K
17,393
-2%
减持
KO
The Coca-Cola Co
+$527.7K
165,284
-0%
减持
VO
Vanguard Mid Cap ETF
-$524.1K
23,296
-2%
减持
KR
Kroger Co
+$499.4K
43,905
-2%
减持
APD
Air Prod & Chemicals
-$482.3K
8,432
-1%
减持
COP
Conocophillips
+$482.1K
17,352
-0%
增持
SCHX
Schwab US Large Cap ETF
+$479.6K
101,740
+132%
增持
XLK
Technology Select Sector SPDR ETF
-$477.4K
40,106
+2%
增持
TSLA
Tesla Inc
+$473.4K
12,282
+2%
减持
IWO
iShares Russell 2000 Growth ETF
-$451.1K
10,152
-2%
增持
—
Duke Energy Co 5.625PFD
+$430.4K
250,196
+11%
增持
ESGV
Vanguard World FD (esg US STK Etf)
+$420.7K
13,633
+75%
减持
SHW
Sherwin Williams Co
-$416.7K
3,033
-9%
增持
VV
Vanguard Large Cap ETF
+$397.9K
4,494
+84%
建仓
—
Accelerate Diagnostics Inc
+$392.0K
2,000
增持
PYPL
Paypal Holdings Incorpor
-$372.1K
5,293
+1%
减持
IWM
iShares Russell 2000 ETF
-$352.2K
17,734
-1%
减持
CARR
Carrier Global Corp
-$340.6K
32,408
-4%
减持
MLN
Vaneck Vectors Long Muni ETF
-$340.2K
87,126
-7%
减持
ORCL
Oracle Corp
-$322.4K
35,883
-5%
减持
SMB
Vaneck Vectors Short Muni ETF
-$321.0K
209,740
-4%
增持
IWR
iShares Russell Mid Cap ETF
-$318.4K
92,990
+2%
增持
—
BlackRock Inc
-$311.4K
2,267
+2%
减持
YUMC
Yum China Holdings Inc
-$303.5K
34,170
-1%
增持
SHYG
iShares High Yield Corporat Bond ETF
+$298.9K
304,764
+5%
增持
EFA
iShares MSCI EAFE ETF
+$296.6K
146,415
+10%
建仓
SHEL
Shell PLC F Unsponsored ADR
+$292.2K
5,320
减持
IWN
iShares Russell 2000 Value ETF
-$284.7K
19,344
-6%
减持
VOOG
Vanguard S&P 500 Growth ETF
-$281.9K
397
-69%
