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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 1
增持 68
减持 81
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
-$56.0M
1,732,390
-2%
增持
GOOG
Alphabet Inc. Class C
-$48.7M
1,429,485
+0%
增持
BRK/A
Berkshire Hathaway Inc-CL A
+$47.8M
71
+446%
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
MSFT
Microsoft Corp
-$39.1M
991,138
+2%
减持
BRK/B
Berkshire Hathaway Inc Del CL B New
+$28.0M
402,046
-2%
减持
ABT
Abbott Laboratories
+$18.8M
1,052,107
-1%
增持
—
Linde plc
+$17.3M
246,512
+6%
增持
CRM
Salesforce Inc
-$16.6M
251,151
+0%
减持
GOOGL
Alphabet Inc. Class A
-$15.8M
449,603
-0%
减持
AMGN
Amgen Inc.
+$15.8M
352,304
-2%
减持
JNJ
Johnson & Johnson
-$15.2M
299,987
-33%
增持
AMZN
Amazon.Com Inc
-$13.9M
853,324
+6%
减持
MCD
McDonalds Corp
-$13.7M
91,252
-37%
减持
FDX
Fedex Corp
-$11.4M
232,914
-4%
增持
—
Accenture PLC F Class A
-$10.9M
301,102
+1%
减持
LOW
Lowes Cos Inc
-$10.2M
532,839
-2%
减持
CVX
Chevron Corp
+$8.6M
514,160
-4%
增持
BAH
Booz Allen Hamilton Class A
-$8.4M
583,987
+8%
增持
ZTS
Zoetis Inc Class A
+$8.2M
353,262
+15%
减持
AMT
American Tower Corp REIT
+$8.0M
276,627
-2%
增持
TMUS
T-Mobile US Inc Com
+$7.9M
78,171
+33%
减持
WM
Waste Management Inc
+$7.6M
275,311
-1%
增持
IEFA
iShares Core MSCI EAFE ETF
+$7.6M
1,285,617
+1%
增持
MA
Mastercard Inc Class A
+$7.4M
333,345
+0%
增持
—
Chubb LTD F
+$7.2M
239,225
+2%
减持
NKE
Nike Inc Class B
-$7.1M
250,259
-17%
减持
UPS
United Parcel Service Class B
-$6.8M
15,379
-77%
减持
ADI
Analog Devices Inc
-$6.7M
330,085
-4%
减持
DE
Deere & Co
+$6.2M
197,226
-3%
减持
DUK
Duke Energy Corp
+$6.1M
590,400
-4%
增持
—
Asml Holding NV
+$5.9M
70,009
+20%
增持
SHY
iShares 1-3 Year Treasry Bond ETF
+$5.6M
404,252
+19%
减持
DIS
Walt Disney Co
-$5.4M
183,777
-13%
减持
TSLA
Tesla Inc
-$5.1M
34,537
-1%
增持
MKC
MC Cormick & Co Inc
+$4.6M
596,475
+3%
减持
MRK
Merck & Co. Inc.
-$4.3M
157,722
-15%
减持
PEP
Pepsico Inc
-$4.2M
618,286
-2%
减持
TJX
TJX Companies Inc
-$4.1M
1,048,530
-4%
减持
ABBV
Abbvie Inc
+$3.7M
119,991
-1%
增持
VOO
Vanguard S&P 500 ETF
-$3.2M
325,125
+3%
减持
NVO
Novo-Nordisk A S F Sponsored ADR
-$3.1M
42,886
-40%
减持
VCIT
Vanguard Intermediate Term Cor ETF
-$3.1M
619,025
-7%
减持
AVGO
Broadcom Inc
-$3.1M
47,189
-0%
减持
CDW
CDW Corp
-$3.0M
196,835
-1%
减持
—
Eaton Corp PLC F
-$3.0M
35,609
-7%
减持
STZ
Constellation Brand Class A
-$2.9M
4,919
-72%
增持
META
Meta Platforms Inc Class A
+$2.8M
146,465
+5%
增持
VMBS
Vanguard Mortgage Backed Sec ETF
+$2.8M
591,635
+9%
减持
JPM
JPMorgan Chase & Co
+$2.8M
755,340
-1%
增持
AXP
American Express Co
-$2.7M
101,759
+0%
增持
CFR
Cullen Frost Bankers
-$2.7M
371,748
+1%
减持
DHR
Danaher Corp
-$2.4M
71,433
-4%
减持
MDY
SPDR S&P Midcap 400 ETF
-$2.4M
61,708
-0%
减持
USB
US Bancorp
-$2.3M
373,158
-1%
减持
DEO
Diageo PLC F Sponsored ADR
-$2.3M
22,949
-39%
减持
RTX
Raytheon Technologies Co
+$2.3M
162,165
-2%
减持
SCHB
Schwab US Broad Market ETF
-$1.8M
1,053,093
-2%
减持
PG
Procter & Gamble Co
+$1.8M
1,115,235
-1%
减持
ITW
Illinois Tool Works
-$1.8M
208,529
-1%
减持
IWP
iShares Russell Mid Cap Growth ETF
-$1.7M
111,405
-5%
减持
EMR
Emerson Electric Co
-$1.6M
95,677
-2%
减持
KO
The Coca-Cola Co
+$1.6M
167,736
-0%
增持
MBB
iShares MBS ETF IV
+$1.6M
138,177
+12%
增持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
+$1.6M
650,747
+3%
增持
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
+$1.5M
247,960
+12%
增持
ADP
Auto Data Processing
+$1.5M
100,027
+1%
减持
NVS
Novartis AG F Sponsored ADR
-$1.5M
85,187
-27%
减持
VBR
Vanguard Small Cap Value ETF
-$1.5M
71,227
-4%
减持
WMT
WalMart Inc
-$1.5M
407,248
-1%
减持
VBK
Vanguard Small Cap Growth ETF
-$1.4M
36,962
-4%
增持
INTU
Intuit Inc
-$1.4M
126,012
+1%
减持
AGG
iShares Core US Aggregate Bond ETF
-$1.4M
167,339
-10%
减持
CHWY
Chewy Inc CL A
-$1.4M
50,730
-44%
减持
XLK
Technology Select Sector SPDR ETF
-$1.4M
49,444
-1%
增持
SPGI
S&P Global Inc Com
+$1.4M
118,888
+0%
减持
COST
Costco Wholesale Co
-$1.4M
146,798
-4%
增持
IWD
iShares Russell 1000 Value ETF
+$1.3M
9,311
+295%
增持
PM
Philip Morris Intl
+$1.3M
32,989
+1%
减持
HD
Home Depot Inc
-$1.3M
35,452
-3%
减持
CMCSA
Comcast Corp Class A
-$1.3M
77,774
-29%
增持
WEC
W E C Energy Group Inc
+$1.2M
82,966
+0%
减持
LLY
Lilly Eli & Co
+$1.2M
25,876
-1%
增持
GOVT
iShares US Treasury Bond ETF
+$1.2M
708,303
+8%
增持
VTI
Vanguard Total Stock Market ETF
-$1.2M
151,501
+2%
增持
IJR
iShares Core S&P Small Cap ETF
-$1.2M
437,547
+7%
增持
IEMG
iShares Core MSCI Emerging ETF
+$1.2M
455,367
+2%
增持
EFA
iShares MSCI EAFE ETF
+$1.2M
166,502
+1%
增持
SCHF
Schwab International Equity ETF
+$1.1M
373,786
+11%
减持
ROK
Rockwell Automation
-$1.1M
31,638
-2%
增持
IYW
iShares US Technology ETF
+$1.1M
35,943
+43%
增持
CINF
Cincinnati Finl
+$998.4K
118,195
+3%
减持
XLY
SPDR Fund Consumer Discre Select ETF
-$997.9K
35,682
-0%
增持
BSV
Vanguard Short-Term Bond ETF
+$986.4K
258,907
+4%
减持
VB
Vanguard Small Cap ETF
-$979.9K
46,308
-1%
减持
TRV
Travelers Companies
+$967.2K
41,221
-0%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$958.2K
386,212
+6%
减持
YUM
Yum Brands Inc
+$923.5K
40,379
-0%
增持
NVDA
Nvidia Corp
-$915.2K
1,022,393
+23%
增持
TMO
Thermo Fisher Scientific Inc.
+$908.8K
189,952
+6%
增持
V
Visa Inc Class A
+$882.2K
25,354
+0%
减持
LMT
Lockheed Martin Corp
-$874.6K
15,048
-4%
减持
QCOM
Qualcomm Inc
-$812.6K
393,614
-1%
减持
—
Exxon Mobil Corp
+$811.0K
104,683
-3%
增持
T
A T & T Inc
+$788.5K
115,149
+6%
增持
AWK
American Water Works
+$787.7K
11,002
+64%
增持
IWF
iShares Russell 1000 Growth ETF
+$776.7K
4,800
+102%
减持
IWS
iShares Russell Mid Cap Value ETF
-$768.0K
83,614
-4%
增持
CTAS
Cintas Corp
+$761.2K
32,063
+1%
增持
QUAL
iShares MSCI USA QLTY Fact ETF
+$752.2K
10,559
+79%
增持
ORCL
Oracle Corp
+$713.5K
57,386
+31%
减持
UNH
Unitedhealth GRP Inc
+$709.3K
171,259
-3%
增持
FNDX
Schwab Fundamental US Large Co ETF
+$705.1K
959,046
+4%
减持
BDX
Becton Dickinson & Co.
-$691.9K
35,660
-9%
增持
FNDF
Schwab Fundamental Intl LG Co ETF
+$677.0K
19,758
+1674%
减持
JPST
JPMorgan Ultra Short Income ETF
-$675.9K
71,683
-16%
减持
CP
Canadian Pacific Kansas City LTD
-$675.2K
257,422
-1%
减持
CVS
CVS Health Corp
-$663.5K
7,865
-70%
减持
VGT
Vanguard Information Technology ETF
-$658.7K
8,137
-0%
减持
HON
Honeywell Intl Inc
-$650.9K
17,319
-9%
减持
VEU
Vanguard FTSE All World Ex US ETF
+$650.4K
251,710
-1%
增持
SHYG
iShares High Yield Corporate Bond ETF
+$649.1K
319,739
+5%
减持
VIG
Vanguard Dividend Appreciation ETF
-$630.0K
33,318
-8%
增持
TGT
Target Corp
-$629.2K
21,424
+1%
增持
IWV
iShares Russell 3000 ETF
+$619.6K
3,345
+152%
增持
FNDE
Schwab Fundamentaql Emg MKTS Large Com ETF
+$613.7K
20,524
+3127%
建仓
SCHI
Schwab 5 10 Year Corp Bond ETF
+$588.4K
26,197
增持
FNDA
Schwab Fundamental US Small Com ETF
+$585.4K
22,426
+2207%
减持
IWB
iShares Russell 1000 ETF
-$585.1K
37,839
-0%
减持
MOS
The Mosaic Co
-$581.7K
15,340
-62%
减持
NSC
Norfolk Southern Co
-$562.7K
70,893
-4%
减持
ON
On Semiconductor
-$557.0K
11,382
-30%
增持
NEE
Nextera Energy Inc
+$547.5K
1,110,121
+2%
增持
GE
General Electric Co
+$509.8K
14,197
+2%
减持
UNP
Union Pacific Corp
-$501.2K
133,268
-5%
减持
IVV
iShares Core S&P 500 ETF
-$500.7K
18,262
-0%
增持
SPY
SPDR S&P 500 ETF
-$490.3K
33,998
+2%
减持
VXF
Vanguard Extended Market ETF
-$482.9K
23,700
-1%
增持
SCHE
Schwab Emerging Markets Equity ETF
+$481.5K
145,202
+10%
增持
DGRO
iShares Core Dividend Growth ETF
+$480.2K
14,508
+114%
减持
GD
General Dynamics Co
+$478.8K
141,595
-2%
增持
ICF
iShares Cohen And Steers REIT ETF
+$460.3K
8,460
+746%
减持
PFE
Pfizer Inc
-$440.0K
141,475
-7%
增持
VGSH
Vanguard Short Term Treasury ETF
+$431.0K
99,029
+7%
增持
IWR
iShares Russell Mid Cap ETF
+$419.7K
210,482
+6%
增持
ETR
Entergy Corp
+$411.0K
7,646
+139%
减持
TTWO
Take-Two Interactive
+$401.5K
18,592
-1%
增持
SCHG
Schwab US Large Cap Growth ETF
-$378.4K
203,862
+4%
增持
IWM
iShares Russell 2000 ETF
+$377.6K
32,109
+18%
减持
MLM
Martin Marietta Matr
-$370.8K
2,690
-16%
增持
CSX
CSX Corp
-$369.6K
130,285
+0%
