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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 2
增持 48
减持 98
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
-$83.6M
1,902,388
-3%
减持
MSFT
Microsoft Corp
-$51.1M
973,613
-0%
减持
BRK/B
Berkshire Hathaway Inc Del CL B New
-$36.3M
404,388
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。
-3%
增持
GOOG
Alphabet Inc. Class C
-$33.4M
66,515
+4%
减持
DIS
Walt Disney Co
-$28.8M
671,303
-0%
增持
AMZN
Amazon.Com Inc
-$28.1M
656,337
+2088%
增持
DE
Deere & Co
-$20.4M
194,876
+3%
减持
—
Accenture PLC F Class A
-$18.9M
272,740
-3%
减持
PG
Procter & Gamble Co
-$18.6M
914,358
-7%
减持
LOW
Lowes Cos Inc
-$17.6M
581,251
-1%
增持
JPM
JPMorgan Chase & Co
-$16.7M
720,797
+0%
减持
COST
Costco Wholesale Co
-$16.3M
157,569
-1%
减持
CRM
Salesforce Inc
-$15.4M
261,127
-5%
减持
MA
Mastercard Inc Class A
-$14.8M
348,135
-0%
减持
TROW
T Rowe Price Group
-$12.8M
123,011
-31%
减持
UNP
Union Pacific Corp
-$11.3M
161,801
-3%
减持
SBUX
Starbucks Corp
-$11.0M
116,659
-47%
减持
ABT
Abbott Laboratories
-$10.9M
1,030,875
-1%
增持
NKE
Nike Inc Class B
-$10.9M
352,279
+1%
增持
VOO
Vanguard S&P 500 ETF
-$9.6M
205,048
+5%
减持
CMCSA
Comcast Corp Class A
-$9.5M
1,134,689
-2%
增持
GOOGL
Alphabet Inc. Class A
-$9.0M
22,661
+8%
减持
BAX
Baxter Interntnl
-$8.6M
594,936
-2%
减持
TMO
Thermo Fisher SCNTFC
-$8.4M
133,706
-3%
减持
VCIT
Vanguard Intermediate Term Cor ETF
-$8.2M
786,832
-5%
减持
ITW
Illinois Tool Works
-$7.9M
238,275
-3%
增持
INTU
Intuit Inc
+$7.8M
21,579
+1806%
减持
DUK
Duke Energy Corp
-$7.6M
520,916
-8%
减持
UPS
United Parcel SRVC Class B
-$7.3M
95,706
-17%
减持
META
Meta Platforms Inc Class A
-$7.2M
112,894
-1%
增持
ADI
Analog Devices Inc
-$7.0M
377,985
+0%
减持
NSRGY
Nestle S A F Sponsored ADR
-$6.2M
320,620
-4%
增持
SPGI
S&P Global Inc Com
-$6.2M
130,567
+7%
增持
NEE
Nextera Energy Inc
-$5.9M
902,738
+1%
增持
ENB
Enbridge Inc F
-$5.9M
1,595,142
+0%
减持
MKC
MC Cormick & Co Inc
-$5.8M
344,783
-0%
减持
USB
US Bancorp
-$5.7M
605,027
-4%
减持
AXP
American Express Co
-$5.6M
97,930
-5%
增持
IEFA
iShares Core MSCI EAFE ETF
-$5.5M
859,193
+6%
增持
—
Linde PLC F
-$5.4M
226,864
+3%
减持
NSC
Norfolk Southern Co
-$5.3M
89,780
-0%
减持
INTC
Intel Corp
-$5.3M
282,003
-12%
增持
TJX
TJX Companies Inc
-$5.2M
1,120,588
+0%
减持
CDW
CDW Corp
-$5.1M
214,730
-1%
减持
VFC
VF Corp
-$5.0M
20,251
-81%
增持
TSLA
Tesla Inc
-$4.9M
12,312
+0%
减持
VTI
Vanguard Total Stock Market ETF
-$4.8M
117,152
-1%
减持
WMT
WalMart Inc
-$4.5M
140,326
-3%
减持
—
Canadian Pac Railway F
-$4.4M
319,305
-1%
减持
VZ
Verizon Communication
-$4.3M
300,784
-22%
减持
MDY
SPDR S&P Midcap 400 ETF
-$4.2M
55,192
-0%
减持
GD
General Dynamics Co
-$4.1M
152,121
-3%
减持
WM
Waste Management Inc
-$4.0M
293,685
-5%
减持
DHR
Danaher Corp
-$3.7M
77,383
-3%
减持
VCSH
Vanguard Short Term Cor BD ETF
-$3.6M
878,436
-3%
减持
—
Chubb LTD F
-$3.6M
198,939
-0%
减持
VXF
Vanguard Extended Market ETF
-$3.5M
40,298
-24%
增持
DEO
Diageo PLC F Sponsored ADR
-$3.5M
117,850
+0%
减持
NVS
Novartis AG F Sponsored ADR
-$3.3M
184,113
-15%
减持
ROK
Rockwell Automation
-$3.1M
37,911
-1%
减持
CFR
Cullen Frost Bankers
-$2.8M
113,174
-2%
减持
EMR
Emerson Electric Co
-$2.8M
139,724
-1%
增持
IWP
iShares Russell Mid Cap Growth ETF
-$2.7M
158,041
+4%
增持
SCHB
Schwab US Broad Market ETF
-$2.7M
447,865
+6%
减持
EFA
iShares MSCI EAFE ETF
-$2.7M
130,021
-11%
建仓
—
Centergroup Financial In C
+$2.6M
42,742
增持
FIS
Fidelity Natl Info
-$2.6M
331,462
+1%
增持
MUB
iShares National Muni Bond ETF
+$2.5M
98,194
+36%
减持
BMY
Bristol-Myers Squibb
+$2.5M
844,488
-1%
减持
VBR
Vanguard Small Cap Value ETF
-$2.4M
83,358
-2%
增持
FDX
Fedex Corp
+$2.2M
196,213
+7%
增持
TGT
Target Corp
-$2.2M
31,481
+0%
增持
IGIB
iShares TRT Is 5 10 Inv GR CR BD ETF
+$2.2M
82,114
+123%
减持
VBK
Vanguard Small Cap Growth ETF
-$2.2M
40,022
-1%
减持
VYMI
Vanguard Internatnl HGH DIV YLD ETF
-$2.1M
36,367
-42%
增持
AMT
Amern Tower Corp REIT
+$2.0M
336,968
+0%
减持
SPY
SPDR S&P 500 ETF
-$2.0M
26,896
-0%
减持
CINF
Cincinnati Finl
-$2.0M
115,009
-0%
减持
VMBS
Vanguard Mortgage Backed Sec ETF
-$2.0M
832,145
-0%
减持
VEU
Vanguard FTSE All World Ex US ETF
-$1.9M
240,346
-1%
减持
ADP
Auto Data Processing
-$1.9M
106,605
-0%
减持
CVX
Chevron Corp
-$1.9M
64,911
-6%
增持
FNDX
Schwab Fundamental US Large Co ETF
-$1.7M
247,882
+1%
减持
SHYG
iShares High Yield Corporat Bond ETF
-$1.6M
289,719
-5%
增持
IEMG
iShares Core MSCI Emerging ETF
-$1.6M
301,154
+2%
减持
—
Focus Finl Partners 0051
-$1.6M
30,202
-47%
减持
PEP
Pepsico Inc
-$1.6M
628,527
-1%
增持
—
Lab Co Of Amer HLDG
-$1.6M
183,773
+9%
减持
VYM
Vanguard High Dividend Yield ETF
-$1.5M
24,173
-32%
减持
SCHX
Schwab US Large Cap ETF
-$1.5M
88,516
-13%
减持
TRV
Travelers Companies
-$1.5M
42,310
-10%
减持
MRK
Merck & Co. Inc.
+$1.5M
174,172
-1%
清仓
—
Cerner Corp
-$1.4M
0
-100%
减持
RTX
Raytheon Technologies Co
-$1.4M
168,765
-5%
减持
AMGN
Amgen Inc.
-$1.3M
383,776
-2%
减持
TIP
iShares TIPS Bond ETF
-$1.3M
81,729
-4%
增持
IWS
iShares Russell Mid Cap Value ETF
-$1.3M
104,124
+5%
增持
SCHF
Schwab International Equity ETF
+$1.3M
176,132
+52%
减持
SCZ
iShares MSCI EAFE Small Cap ETF
-$1.3M
90,720
-3%
减持
—
Medtronic PLC F
-$1.2M
18,858
-29%
减持
—
Eaton Corp PLC F
-$1.2M
45,092
-1%
减持
ABBV
Abbvie Inc
-$1.1M
112,360
-1%
增持
IVV
iShares Core S&P 500 ETF
-$1.1M
17,856
+3%
增持
MBB
iShares MBS ETF IV
+$1.1M
60,972
+28%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$1.1M
96,161
-14%
减持
MMM
3M Co
-$995.2K
39,567
-4%
减持
BSV
Vanguard Short-Term Bond ETF
-$929.0K
378,509
-2%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$928.8K
170,734
-2%
增持
QCOM
Qualcomm Inc
-$904.1K
283,781
+17%
增持
IWR
iShares Russell Mid Cap ETF
-$902.5K
98,274
+6%
减持
IWN
iShares Russell 2000 Value ETF
-$893.5K
16,369
-15%
增持
XLK
Technology Select Sector SPDR ETF
-$891.2K
43,131
+8%
减持
BDX
Becton Dickinson & Co.
-$887.1K
44,728
-0%
增持
XLY
SPDR Fund Consumer Discre Select ETF
-$843.9K
30,139
+12%
减持
WEC
W E C Energy Group Inc
-$841.1K
88,099
-9%
减持
—
Nuveen Ohio QLTY MNCPL I
-$826.4K
328,719
-9%
增持
IJR
iShares Core S&P Small Cap ETF
-$823.2K
198,397
+12%
减持
XRNPX
Cohen Steers REIT Prefer
-$821.0K
110,250
-7%
减持
CSCO
Cisco Systems Inc
-$812.2K
61,556
-0%
减持
BAH
Booz Allen Hamilton Class A
+$811.0K
611,418
-1%
减持
FLOT
iShares Floating Rate Bond ETF
-$808.2K
31,225
-33%
减持
LLY
Lilly Eli & Co
+$790.6K
22,160
-1%
减持
IWO
iShares Russell 2000 Growth ETF
-$786.2K
8,774
-14%
增持
HD
Home Depot Inc
-$723.8K
29,193
+0%
减持
JNJ
Johnson & Johnson
-$715.8K
395,585
-1%
减持
MCD
McDonalds Corp
-$691.4K
171,597
-1%
减持
CSX
CSX Corp
-$675.8K
77,776
-1%
增持
IVE
iShares S&P 500 Value ETF
-$674.1K
44,602
+2%
清仓
XLB
SPDR Fund Materials Select Sectr ETF
-$671.3K
0
-100%
减持
IYW
iShares US Technology ETF
-$653.8K
27,921
-0%
增持
SCHW
Charles Schwab Corp
-$647.2K
31,681
+1%
增持
VFH
Vanguard Financials ETF
-$646.1K
41,559
+1%
增持
VXUS
Vanguard Total International STK ETF
+$634.9K
15,854
+417%
建仓
SPLV
Invesco S&P 500 Low Volatility ETF
+$627.5K
10,121
增持
IWM
iShares Russell 2000 ETF
-$626.0K
17,798
+0%
增持
AGG
iShares Core US Aggregate Bond ETF
-$584.2K
649,361
+4%
减持
—
Exxon Mobil Corp
-$575.9K
130,742
-8%
减持
MDLZ
Mondelez Intl Class A
-$560.1K
165,491
-4%
减持
—
Crispr Therapeutics F
-$543.7K
5,100
-63%
减持
VTWV
Vanguard Russell 2000 Value ETF
-$533.3K
23,870
-1%
减持
MTB
M & T Bank Corp
-$529.6K
796
-79%
减持
CTAS
Cintas Corp
-$529.4K
9,888
-0%
减持
SYK
Stryker Corp
-$521.7K
7,413
-1%
增持
NTRS
Northern Trust Corp
-$513.7K
25,926
+0%
减持
SCHG
Schwab US Large Cap Growth ETF
-$505.4K
26,703
-3%
增持
VB
Vanguard Small Cap ETF
-$501.4K
47,346
+14%
增持
BA
Boeing Co
-$489.0K
9,038
+0%
减持
PSX
Phillips 66
-$480.3K
13,337
-27%
增持
VUG
Vanguard Growth ETF
+$478.5K
6,041
+100%
减持
JPST
JPMorgan Ultra Short Income ETF
-$469.7K
111,649
-7%
