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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 2
增持 65
减持 82
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AGG
iShares Core US Aggregate Bond ETF
-$31.8M
318,371
-51%
减持
AMZN
Amazon.Com Inc
-$26.0M
584,781
-12%
增持
MA
Mastercard Inc Class A
+$22.3M
349,331
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。
+0%
增持
JPM
JPMorgan Chase & Co
+$22.0M
725,145
+1%
增持
ZTS
Zoetis Inc Class A
+$21.7M
193,150
+333%
减持
TJX
TJX Companies Inc
+$19.6M
1,132,178
-0%
减持
PG
Procter & Gamble
+$19.5M
886,826
-3%
减持
DE
Deere & Co
+$18.6M
200,004
-1%
减持
AAPL
Apple Inc
-$17.7M
1,850,176
-1%
增持
BRK/B
Berkshire Hathaway Inc Del CL B New
+$17.7M
418,666
+0%
减持
BAX
Baxter Interntnl
-$14.6M
305,104
-45%
增持
AMGN
Amgen Inc.
+$14.3M
383,040
+0%
增持
ABT
Abbott Laboratories
+$13.6M
1,034,630
+0%
增持
—
Linde PLC F
+$13.2M
228,132
+1%
增持
IEFA
iShares Core MSCI EAFE ETF
+$12.2M
947,927
+8%
增持
PEP
Pepsico Inc
+$11.8M
632,131
+0%
减持
NKE
Nike Inc Class B
+$11.8M
352,072
-0%
增持
VOO
Vanguard S&P 500 ETF
+$10.7M
231,890
+8%
增持
ADI
Analog Devices Inc
+$10.3M
383,159
+2%
增持
TMO
Thermo Fisher SCNTFC
+$9.7M
140,790
+5%
增持
GOOG
Alphabet Inc. Class C
-$9.3M
1,301,201
+0%
减持
ITW
Illinois Tool Works
+$9.2M
235,779
-0%
减持
FIS
Fidelity Natl Info
-$9.0M
200,150
-33%
增持
—
Lab Co Of Amer HLDG
+$9.0M
203,453
+7%
减持
CRM
Salesforce Inc
-$8.9M
214,229
-17%
增持
IJR
iShares Core S&P Small Cap ETF
+$8.5M
283,721
+35%
增持
VTI
Vanguard Total Stock Market ETF
+$8.5M
161,322
+29%
增持
—
Chubb LTD F
+$8.4M
204,624
+1%
减持
VCIT
Vanguard Intermediate Term Cor ETF
-$7.5M
661,593
-15%
减持
DIS
Walt Disney Co
-$7.5M
645,953
-4%
减持
BAH
Booz Allen Hamilton Class A
+$6.9M
604,206
-1%
减持
VCSH
Vanguard Short Term Cor BD ETF
-$6.9M
746,973
-12%
减持
META
Meta Platforms Inc Class A
-$6.8M
59,958
-42%
减持
CMCSA
Comcast Corp Class A
-$6.6M
555,320
-37%
减持
LOW
Lowes Cos Inc
+$6.3M
580,180
-0%
增持
JNJ
Johnson & Johnson
+$6.0M
405,758
+1%
增持
GD
General Dynamics Co
+$5.9M
158,419
+1%
减持
BSV
Vanguard Short-Term Bond ETF
-$5.7M
271,707
-22%
增持
MCD
McDonalds Corp
+$5.7M
172,168
+0%
减持
MSFT
Microsoft Corp
+$5.4M
967,334
-1%
增持
SPIB
SPDR Intrmdt TRM Crprate BND ETF
+$5.3M
167,319
+35199%
减持
TSLA
Tesla Inc
-$5.3M
36,685
-1%
增持
NEE
Nextera Energy Inc
+$5.2M
897,632
+1%
减持
DUK
Duke Energy Corp
+$5.1M
513,341
-0%
增持
CDW
CDW Corp
+$5.0M
217,271
+0%
增持
INTU
Intuit Inc
+$4.8M
74,924
+19%
增持
UNH
Unitedhealth GRP Inc
+$4.8M
123,879
+3%
增持
SPSB
SPDR Short Term Corporate BND ETF
+$4.6M
158,417
+6947%
减持
MRK
Merck & Co. Inc.
+$4.3M
174,503
-0%
减持
AMT
American Tower Corp REIT
-$4.2M
320,260
-5%
增持
—
Accenture PLC F Class A
+$4.2M
278,659
+2%
减持
MKC
MC Cormick & Co Inc
+$4.0M
339,729
-0%
减持
TIP
iShares TIPS Bond ETF
-$3.7M
44,499
-45%
增持
IGIB
iShares TRT Is 5 10 Inv GR CR BD ETF
+$3.7M
166,289
+76%
减持
—
1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A
+$3.5M
6,300
-2%
减持
VMBS
Vanguard Mortgage Backed Sec ETF
-$3.4M
727,138
-10%
减持
FDX
Fedex Corp
+$3.3M
191,770
-5%
增持
NSC
Norfolk Southern Co
+$3.3M
88,138
+0%
增持
CVX
Chevron Corp
+$3.2M
70,081
+8%
减持
SHYG
iShares High Yield Corporat Bond ETF
-$3.2M
205,033
-29%
减持
EMR
Emerson Electric Co
+$3.2M
139,391
-0%
减持
RTX
Raytheon Technologies Co
+$3.1M
167,493
-1%
减持
ABBV
Abbvie Inc
+$3.1M
114,140
-0%
增持
VTIP
Vanguard SHRT Inf Prot Sec Index ETF
+$3.0M
102,867
+173%
减持
—
Exxon Mobil Corp
+$2.9M
131,360
-1%
建仓
BKLN
Invesco Senior Loan ETF
+$2.9M
140,631
增持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
+$2.8M
389,137
+16%
减持
ENB
Enbridge Inc F
+$2.8M
1,608,421
-1%
增持
BND
Vanguard Total Bond Market ETF
+$2.7M
113,332
+47%
增持
VEU
Vanguard FTSE All World Ex US ETF
+$2.6M
266,278
+10%
增持
MBB
iShares MBS ETF IV
+$2.5M
92,165
+41%
增持
GOOGL
Alphabet Inc. Class A
-$2.4M
423,730
+2%
减持
—
Duke Energy Co 5.625PFD
-$2.4M
158,850
-35%
减持
NVS
Novartis AG F Sponsored ADR
+$2.4M
177,871
-2%
增持
MDY
SPDR S&P Midcap 400 ETF
+$2.3M
57,458
+0%
清仓
—
PNC Finl SVCS Group Dep Share Depositary SHS Repstg 1/4000TH Perp PFD Ser P
-$2.3M
0
-100%
增持
—
State Street C 5.9 PFD PFD Ser D
+$2.3M
101,197
+2030%
减持
NSRGY
Nestle S A F Sponsored ADR
+$2.3M
316,887
-0%
增持
CFR
Cullen Frost Bankers
+$2.3M
133,725
+13%
增持
CINF
Cincinnati Finl
+$2.2M
122,803
+6%
减持
—
Canadian Pac Railway F
+$2.1M
311,810
-2%
减持
QCOM
Qualcomm Inc
-$2.1M
300,970
-3%
增持
IVW
iShares S&P 500 Growth ETF
+$1.9M
52,211
+157%
减持
USB
US Bancorp
+$1.8M
596,997
-1%
增持
WMT
WalMart Inc
+$1.8M
140,194
+0%
减持
UNP
Union Pacific Corp
+$1.8M
159,995
-1%
减持
MDLZ
Mondelez Intl Class A
+$1.7M
160,581
-2%
增持
EFA
iShares MSCI EAFE ETF
+$1.7M
149,117
+3%
增持
FNDX
Schwab Fundamental US Large Co ETF
+$1.7M
257,509
+2%
减持
NVO
Novo-Nordisk A S F Sponsored ADR
+$1.7M
51,637
-3%
减持
VZ
Verizon Communication
-$1.6M
172,558
-22%
增持
IWS
iShares Russell Mid Cap Value ETF
+$1.6M
102,942
+7%
减持
SBUX
Starbucks Corp
+$1.6M
113,651
-1%
增持
XLK
Technology Select Sector SPDR ETF
+$1.6M
54,718
+24%
减持
LMT
Lockheed Martin Corp
+$1.6M
16,416
-1%
增持
XLRE
Select Sector SPDR TR Real Estate Select Sector SPDR FD
+$1.4M
39,216
+11267%
减持
TRV
Travelers Companies
+$1.4M
42,001
-0%
减持
ROK
Rockwell Automation
+$1.4M
37,079
-2%
减持
SPGI
S&P Global Inc Com
-$1.4M
118,214
-12%
减持
PFE
Pfizer Inc
+$1.3M
178,115
-0%
建仓
VCR
Vanguard Consumer Discretionary ETF
+$1.3M
5,976
增持
IEMG
iShares Core MSCI Emerging ETF
+$1.3M
281,410
+2%
增持
AXP
American Express Co
+$1.3M
97,763
+0%
减持
BDX
Becton Dickinson & Co.
+$1.3M
43,725
-1%
减持
ADP
Auto Data Processing
+$1.2M
104,525
-0%
减持
WM
Waste Management Inc
-$1.2M
289,634
-1%
减持
HD
Home Depot Inc
+$1.1M
28,965
-0%
减持
KO
The Coca-Cola Co
+$1.1M
167,922
-1%
减持
UPS
United Parcel SRVC Class B
+$1.1M
92,849
-0%
增持
XLY
SPDR Fund Consumer Discre Select ETF
+$1.1M
42,588
+38%
减持
SCHB
Schwab US Broad Market ETF
+$1.1M
444,663
-1%
增持
COST
Costco Wholesale Co
-$1.1M
161,813
+2%
减持
VBR
Vanguard Small Cap Value ETF
+$1.1M
81,816
-2%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$1.1M
46,370
+90%
增持
IWR
iShares Russell Mid Cap ETF
+$1.0M
106,559
+7%
增持
XLC
Communicat SVS SLCT Sec SPDR ETF
+$964.8K
26,010
+339%
减持
CL
Colgate-Palmolive Co
+$961.6K
116,174
-0%
增持
BMY
Bristol-Myers Squibb
+$946.0K
853,331
+0%
减持
—
Eaton Corp PLC F
+$899.8K
43,317
-2%
减持
LLY
Lilly Eli & Co
+$876.6K
21,809
-1%
增持
SPY
SPDR S&P 500 ETF
+$837.2K
27,235
+2%
增持
SCHE
Schwab Emerging Markets Equity ETF
+$833.4K
101,271
+45%
增持
HON
Honeywell Intl Inc
+$788.5K
15,676
+2%
增持
IVE
iShares S&P 500 Value ETF
+$765.5K
45,522
+0%
减持
YUM
Yum Brands Inc
+$740.1K
35,206
-1%
减持
ORCL
Oracle Corp
+$732.8K
35,674
-0%
减持
DEO
Diageo PLC F Sponsored ADR
+$705.8K
116,766
-0%
增持
IVV
iShares Core S&P 500 ETF
+$687.2K
18,811
+3%
减持
IBM
IBM Corp
+$664.1K
35,039
-3%
增持
APD
Air Prod & Chemicals
+$641.4K
8,287
+1%
减持
BA
Boeing Co
+$624.1K
9,006
-0%
增持
VFH
Vanguard Financials ETF
+$622.3K
44,664
+9%
减持
TROW
T Rowe Price Group
-$600.7K
102,358
-9%
减持
SCHF
Schwab International Equity ETF
+$599.9K
172,170
-2%
减持
KMB
Kimberly Clark Corp
+$587.6K
29,851
-3%
增持
IJH
iShares Core S&P Mid Cap ETF
+$567.1K
19,167
+3%
减持
CTAS
Cintas Corp
+$561.7K
9,571
-1%
减持
—
Truist Finl C 5.25 PFD PFD Ser O
-$561.6K
57,966
-27%
减持
MUB
iShares National Muni Bond ETF
-$535.0K
88,721
-8%
减持
IWP
iShares Russell Mid Cap Growth ETF
+$509.7K
153,923
-2%
减持
—
Medtronic PLC F
-$495.9K
13,184
-30%
增持
VV
Vanguard Large Cap ETF
+$472.4K
9,808
+30%
减持
—
Public Storage 4.7 PFD PFD Ser J
-$461.4K
64,175
-23%
增持
PM
Philip Morris Intl
+$457.8K
20,284
+5%
减持
ESGD
iShares TR Esg Aw (msci Eafe)
-$441.1K
1,819
-82%
减持
—
Public Storage 5.6 Dep SHS Re P PFD Sbi H
-$418.3K
119,101
-11%
减持
CSCO
Cisco Systems Inc
+$418.2K
60,043
-2%
减持
IWB
iShares Russell 1000 ETF
-$392.8K
6,128
-28%
减持
VB
Vanguard Small Cap ETF
+$386.3K
50,636
-3%
减持
T
A T & T Inc
+$377.5K
128,261
-1%
