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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 3
增持 54
减持 90
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
GOOG
Alphabet Inc. Class C
+$33.4M
1,428,400
+0%
增持
AMZN
Amazon.Com Inc
+$28.9M
803,526
+2%
减持
AAPL
Apple Inc
+$26.4M
1,760,160
-1%
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
AMGN
Amgen Inc.
-$24.9M
360,595
-2%
增持
NVDA
Nvidia Corp
+$20.8M
832,022
+11%
减持
JPM
JPMorgan Chase & Co
+$20.3M
761,467
-1%
减持
AMT
American Tower Corp REIT
-$20.1M
281,841
-9%
减持
LOW
Lowes Cos Inc
-$18.1M
544,864
-3%
增持
TMO
Thermo Fisher Scientific Inc.
-$17.6M
179,963
+0%
增持
BAH
Booz Allen Hamilton Class A
-$17.0M
539,589
+2%
增持
CRM
Salesforce Inc
+$16.5M
250,845
+2%
减持
UNH
Unitedhealth GRP Inc
-$14.5M
175,913
-1%
减持
ZTS
Zoetis Inc Class A
-$14.4M
306,590
-7%
增持
MA
Mastercard Inc Class A
+$12.7M
332,955
+1%
增持
TMUS
T-Mobile US Inc Com
+$12.5M
58,569
+2939%
增持
NEE
Nextera Energy Inc
-$12.4M
1,090,096
+2%
减持
CDW
CDW Corp
-$11.8M
198,678
-3%
减持
PEP
Pepsico Inc
-$11.7M
631,643
-1%
增持
—
Linde plc
-$10.9M
232,883
+2%
减持
GOOGL
Alphabet Inc. Class A
+$10.6M
451,011
-0%
减持
JNJ
Johnson & Johnson
-$8.6M
449,359
-1%
增持
CFR
Cullen Frost Bankers
+$8.5M
366,591
+1%
增持
IEFA
iShares Core MSCI EAFE ETF
-$8.1M
1,276,184
+2%
减持
ADI
Analog Devices Inc
-$7.8M
345,087
-2%
增持
—
Asml Holding NV
-$6.5M
58,456
+4%
增持
META
Meta Platforms Inc Class A
+$6.0M
139,346
+5%
减持
NKE
Nike Inc Class B
-$5.7M
303,081
-6%
减持
DUK
Duke Energy Corp
-$5.5M
612,162
-1%
增持
PG
Procter & Gamble Co
-$5.4M
1,122,846
+0%
增持
VMBS
Vanguard Mortgage Backed Sec ETF
+$5.4M
542,617
+33%
增持
MSFT
Microsoft Corp
-$4.9M
975,468
+1%
减持
TSLA
Tesla Inc
+$4.8M
34,731
-2%
增持
QCOM
Qualcomm Inc
-$4.6M
398,879
+3%
增持
GD
General Dynamics Co
-$4.5M
144,664
+3%
减持
CP
Canadian Pacific Kansas City LTD
-$4.0M
259,069
-2%
增持
VOO
Vanguard S&P 500 ETF
+$3.9M
315,976
+1%
减持
DHR
Danaher Corp
-$3.9M
74,412
-2%
减持
WMT
WalMart Inc
+$3.9M
412,247
-0%
减持
FDX
Fedex Corp
-$3.8M
242,140
-8%
减持
MRK
Merck & Co. Inc.
-$3.6M
185,323
-5%
减持
COST
Costco Wholesale Co
+$3.6M
153,001
-1%
增持
INTU
Intuit Inc
+$3.4M
125,370
+3%
减持
UNP
Union Pacific Corp
-$3.2M
140,258
-2%
减持
LLY
Lilly Eli & Co
-$3.1M
26,093
-1%
增持
CHWY
Chewy Inc CL A
+$3.0M
90,185
+1502983%
减持
MDLZ
Mondelez Intl Class A
-$2.9M
158,029
-6%
减持
AVGO
Broadcom Inc
+$2.8M
47,319
-0%
增持
AXP
American Express Co
+$2.8M
101,324
+1%
减持
ABBV
Abbvie Inc
-$2.7M
120,686
-1%
减持
KO
The Coca-Cola Co
-$2.7M
167,936
-8%
增持
SHY
iShares 1-3 Year Treasry Bond ETF
+$2.7M
340,050
+12%
增持
BRK/B
Berkshire Hathaway Inc Del CL B New
-$2.7M
410,560
+0%
减持
GOVT
iShares US Treasury Bond ETF
-$2.7M
655,495
-13%
减持
CVX
Chevron Corp
-$2.4M
534,400
-1%
增持
IJH
iShares Core S&P Mid Cap ETF
+$2.4M
609,290
+7%
减持
AGG
iShares Core US Aggregate Bond ETF
-$2.4M
185,122
-8%
减持
SPGI
S&P Global Inc Com
-$2.3M
118,577
-0%
减持
ITW
Illinois Tool Works
-$2.2M
210,930
-1%
减持
TJX
TJX Companies Inc
+$2.2M
1,090,976
-1%
减持
MCD
McDonalds Corp
-$2.2M
145,585
-0%
减持
NVS
Novartis AG F Sponsored ADR
-$2.1M
116,489
-1%
增持
ADP
Auto Data Processing
+$2.1M
99,256
+2%
增持
IEMG
iShares Core MSCI Emerging ETF
-$1.9M
448,449
+2%
增持
MKC
MC Cormick & Co Inc
-$1.9M
579,561
+3%
减持
RTX
Raytheon Technologies Co
-$1.8M
166,082
-4%
建仓
BLK
BlackRock Inc Com
+$1.7M
1,685
减持
NSC
Norfolk Southern Co
-$1.7M
73,940
-3%
增持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
+$1.7M
629,111
+7%
减持
CL
Colgate-Palmolive Co
-$1.6M
106,438
-2%
增持
SPY
SPDR S&P 500 ETF
+$1.6M
33,273
+7%
清仓
—
BlackRock Inc
-$1.6M
0
-100%
增持
—
Chubb LTD F
-$1.6M
235,495
+2%
减持
VCSH
Vanguard Short Term Corp Bond ETF
-$1.5M
704,835
-1%
减持
BSV
Vanguard Short-Term Bond ETF
-$1.5M
249,525
-6%
增持
LMT
Lockheed Martin Corp
-$1.5M
15,633
+1%
减持
VEU
Vanguard FTSE All World Ex US ETF
-$1.5M
254,631
-0%
减持
ABT
Abbott Laboratories
-$1.5M
1,067,626
-0%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$1.4M
364,087
+6%
减持
EMR
Emerson Electric Co
+$1.4M
97,935
-0%
减持
UPS
United Parcel Service Class B
-$1.4M
67,386
-7%
减持
DE
Deere & Co
+$1.2M
203,753
-0%
减持
—
Exxon Mobil Corp
-$1.2M
108,199
-1%
减持
BDX
Becton Dickinson & Co.
-$1.2M
39,054
-7%
增持
WM
Waste Management Inc
-$1.2M
278,185
+1%
减持
CVS
CVS Health Corp
-$1.2M
26,650
-29%
减持
CMCSA
Comcast Corp Class A
-$1.1M
110,031
-13%
增持
TPL
Texas Pacific Land Corp
+$1.1M
5,053
+0%
增持
—
Accenture PLC F Class A
+$1.1M
297,999
+2%
减持
LH
Labcorp Holdings Inc
+$1.1M
211,184
-0%
减持
DEO
Diageo PLC F Sponsored ADR
-$994.3K
37,324
-7%
减持
STZ
Constellation Brand Class A
-$992.0K
17,275
-7%
增持
USB
US Bancorp
+$981.3K
377,418
+1%
减持
V
Visa Inc Class A
+$923.7K
25,324
-2%
增持
CSX
CSX Corp
+$921.2K
130,273
+37%
增持
IJR
iShares Core S&P Small Cap ETF
+$920.3K
407,162
+4%
减持
SBUX
Starbucks Corp
-$911.2K
70,024
-6%
增持
FNDX
Schwab Fundamental US Large Co ETF
+$900.2K
926,437
+216%
减持
IWS
iShares Russell Mid Cap Value ETF
-$896.0K
87,374
-5%
减持
PFE
Pfizer Inc
-$874.9K
151,715
-10%
减持
XLY
SPDR Fund Consumer Discre Select ETF
+$857.8K
35,853
-0%
减持
CINF
Cincinnati Finl
+$823.0K
114,621
-0%
增持
VCIT
Vanguard Intermediate Term Cor ETF
-$813.2K
668,858
+3%
增持
SCHF
Schwab International Equity ETF
-$804.1K
337,588
+97%
减持
ENB
Enbridge Inc F
-$775.2K
85,987
-21%
减持
TGT
Target Corp
-$742.2K
21,194
-8%
减持
MCK
Mckesson Corp
+$733.5K
11,515
-2%
增持
CTAS
Cintas Corp
-$730.0K
31,903
+0%
增持
EFA
iShares MSCI EAFE ETF
-$723.0K
164,671
+5%
减持
SYY
Sysco Corp
-$717.0K
81,623
-8%
减持
INTC
Intel Corp
-$690.8K
103,016
-12%
增持
ELV
Elevance Health, Inc
-$687.1K
4,599
+0%
减持
HD
Home Depot Inc
-$679.9K
36,679
-1%
建仓
ANET
Arista Networks Inc
+$658.8K
5,960
减持
BRX
Brixmor Property Group REIT
-$618.6K
7,800
-74%
清仓
TGTX
TG Therapeutics Inc.
-$584.8K
0
-100%
清仓
—
Arista Networks Inc
-$571.9K
0
-100%
减持
APD
Air Prod & Chemicals
-$569.6K
4,841
-27%
减持
BND
Vanguard Total Bond Market ETF
-$566.4K
53,181
-9%
增持
SCHB
Schwab US Broad Market ETF
+$534.0K
1,079,436
+200%
增持
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
+$531.0K
221,230
+10%
增持
GILD
Gilead Sciences Inc
+$510.6K
8,697
+149%
减持
IWP
iShares Russell Mid Cap Growth ETF
+$505.4K
116,973
-4%
减持
BMY
Bristol-Myers Squibb
+$500.3K
166,703
-3%
增持
ORCL
Oracle Corp
+$490.6K
43,865
+10%
减持
PM
Philip Morris Intl
-$485.3K
32,818
-10%
建仓
DBEF
Deutsche X-Trackers MSCI EAFE Hedged Equity
+$476.0K
11,498
减持
WMB
Williams Companies
+$474.3K
81,828
-6%
减持
BKNG
Booking Holdings Inc
+$453.6K
661
-2%
减持
MS
Morgan Stanley
+$450.1K
25,345
-3%
减持
KMB
Kimberly Clark Corp
-$445.5K
28,527
-3%
减持
AMP
Ameriprise Finl
+$437.1K
7,168
-0%
减持
VBR
Vanguard Small Cap Value ETF
-$436.2K
74,493
-2%
减持
IVV
iShares Core S&P 500 ETF
-$434.3K
18,282
-6%
减持
DIS
Walt Disney Co
-$431.4K
210,258
-16%
减持
SCZ
iShares MSCI EAFE Small Cap ETF
-$422.9K
48,910
-2%
增持
IWR
iShares Russell Mid Cap ETF
+$414.0K
197,806
+2%
减持
VTI
Vanguard Total Stock Market ETF
+$412.8K
147,810
-1%
减持
IVE
iShares S&P 500 Value ETF
-$410.7K
24,074
-5%
增持
MLM
Martin Marietta Matr
+$410.0K
3,208
+38%
减持
CSCO
Cisco Systems Inc
+$390.8K
79,160
-2%
减持
VBK
Vanguard Small Cap Growth ETF
+$385.7K
38,320
-1%
减持
PSX
Phillips 66
-$384.2K
17,767
-3%
减持
EAGG
iShares Esg Aware US Aggrgt BND ETF
-$371.1K
34,381
-15%
减持
GIS
General Mills Inc
-$361.3K
22,139
-8%
减持
VTWV
Vanguard Russell 2000 Value ETF
-$358.7K
19,555
-10%
减持
XLV
Select Sector Health Care SPDR ETF
-$358.5K
19,933
-1%
减持
JPST
JPMorgan Ultra Short Income ETF
-$357.4K
85,123
-7%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$344.3K
132,247
-0%
增持
VFH
Vanguard Financials ETF
+$330.9K
43,418
+0%
增持
VWO
Vanguard FTSE Emerging Markets ETF
-$327.0K
165,881
+4%
