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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 2
增持 64
减持 83
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
+$120.9M
991,068
-0%
增持
NVDA
Nvidia Corp
+$63.5M
1,103,390
+8%
增持
—
Eaton Corp PLC F
+$61.2M
198,567
+458%
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
FDX
Fedex Corp
-$43.1M
61,335
-74%
增持
JPM
JPMorgan Chase & Co
+$37.2M
767,328
+2%
减持
UNH
Unitedhealth GRP Inc
-$36.5M
170,562
-0%
增持
AMZN
Amazon.Com Inc
+$35.2M
900,568
+6%
增持
META
Meta Platforms Inc Class A
+$30.8M
156,082
+7%
减持
AAPL
Apple Inc
-$29.9M
1,729,819
-0%
减持
GOOG
Alphabet Inc. Class C
+$29.6M
1,425,595
-0%
增持
VOO
Vanguard S&P 500 ETF
+$27.5M
341,527
+5%
增持
INTU
Intuit Inc
+$24.2M
128,910
+2%
减持
BRK/B
Berkshire Hathaway Inc Del CL B New
-$21.1M
397,410
-1%
增持
IEFA
iShares Core MSCI EAFE ETF
+$18.5M
1,386,713
+8%
增持
TMO
Thermo Fisher Scientific Inc.
-$17.1M
190,864
+0%
减持
PG
Procter & Gamble Co
-$14.3M
1,103,285
-1%
减持
CVX
Chevron Corp
-$13.3M
508,151
-1%
减持
PEP
Pepsico Inc
-$13.2M
602,404
-3%
减持
ADI
Analog Devices Inc
+$11.9M
329,802
-0%
减持
NKE
Nike Inc Class B
-$11.4M
64,605
-74%
增持
AMGN
Amgen Inc.
-$11.3M
352,744
+0%
增持
IJH
iShares Core S&P Mid Cap ETF
+$9.6M
771,412
+18%
减持
GOOGL
Alphabet Inc. Class A
+$8.8M
444,740
-1%
减持
JNJ
Johnson & Johnson
-$8.8M
268,095
-11%
增持
DE
Deere & Co
+$8.1M
197,948
+0%
增持
VTI
Vanguard Total Stock Market ETF
+$7.6M
161,794
+7%
增持
IEMG
iShares Core MSCI Emerging ETF
+$7.2M
529,394
+16%
增持
LH
Labcorp Holdings Inc
+$6.7M
210,805
+1%
减持
LOW
Lowes Cos Inc
-$6.3M
531,684
-0%
建仓
FCF
First Comwlth Finl Corp
+$6.3M
385,513
减持
BAH
Booz Allen Hamilton Class A
-$6.0M
528,816
-9%
减持
—
Asml Holding NV
+$5.7M
65,050
-7%
增持
MA
Mastercard Inc Class A
+$5.1M
334,210
+0%
减持
AXP
American Express Co
+$5.0M
101,601
-0%
增持
IJR
iShares Core S&P Small Cap ETF
+$5.0M
464,245
+6%
减持
AVGO
Broadcom Inc
+$4.9M
46,477
-2%
减持
MCD
McDonalds Corp
-$4.9M
80,807
-11%
增持
ORCL
Oracle Corp
+$4.7M
58,109
+1%
减持
COST
Costco Wholesale Co
+$4.5M
144,811
-1%
减持
MKC
MC Cormick & Co Inc
-$4.4M
589,705
-1%
增持
SHY
iShares 1-3 Year Treasry Bond ETF
+$4.3M
456,099
+13%
增持
ABT
Abbott Laboratories
+$4.2M
1,057,152
+0%
增持
—
Accenture PLC F Class A
-$3.9M
301,169
+0%
增持
TMUS
T-Mobile US Inc Com
+$3.7M
102,941
+32%
增持
CRM
Salesforce Inc
+$3.6M
260,101
+4%
减持
DIS
Walt Disney Co
+$3.6M
174,744
-5%
减持
WMT
WalMart Inc
+$3.6M
403,198
-1%
减持
MRK
Merck & Co. Inc.
-$3.1M
139,728
-11%
减持
ABBV
Abbvie Inc
-$3.1M
118,957
-1%
增持
XLK
Technology Select Sector SPDR ETF
+$2.8M
51,385
+4%
增持
CFR
Cullen Frost Bankers
+$2.6M
382,437
+3%
增持
—
Chubb LTD F
-$2.6M
240,365
+0%
增持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
+$2.5M
693,523
+7%
减持
BMY
Bristol-Myers Squibb
-$2.5M
155,743
-2%
减持
GD
General Dynamics Co
+$2.4M
140,722
-1%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$2.4M
403,621
+5%
减持
DUK
Duke Energy Corp
-$2.4M
589,701
-0%
增持
—
Linde plc
+$2.4M
249,742
+1%
减持
BDX
Becton Dickinson & Co.
-$2.3M
33,779
-5%
增持
SPGI
S&P Global Inc Com
+$2.3M
118,915
+0%
增持
SPY
SPDR S&P 500 ETF
+$2.3M
34,440
+1%
减持
SCHB
Schwab US Broad Market ETF
+$2.3M
1,045,997
-1%
减持
EMR
Emerson Electric Co
+$2.2M
95,181
-1%
减持
ROK
Rockwell Automation
+$2.2M
31,218
-1%
减持
CP
Canadian Pacific Kansas City LTD
+$2.2M
255,663
-1%
减持
IWP
iShares Russell Mid Cap Growth ETF
+$2.2M
110,121
-1%
增持
MDY
SPDR S&P Midcap 400 ETF
+$2.1M
61,808
+0%
减持
RTX
Raytheon Technologies Co
+$2.1M
161,564
-0%
增持
GOVT
iShares US Treasury Bond ETF
+$2.1M
800,183
+13%
增持
TSLA
Tesla Inc
+$2.1M
34,643
+0%
减持
QCOM
Qualcomm Inc
+$1.9M
391,489
-1%
减持
VEU
Vanguard FTSE All World Ex US ETF
+$1.6M
251,073
-0%
增持
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
+$1.5M
276,349
+11%
增持
IWR
iShares Russell Mid Cap ETF
+$1.5M
211,500
+0%
减持
UNP
Union Pacific Corp
-$1.4M
130,613
-2%
增持
NSC
Norfolk Southern Co
+$1.4M
70,902
+0%
增持
TPL
Texas Pacific Land Corp
-$1.3M
5,063
+0%
增持
VCSH
Vanguard Short Term Corp Bond ETF
+$1.3M
708,290
+2%
减持
EFA
iShares MSCI EAFE ETF
+$1.2M
166,184
-0%
增持
NEE
Nextera Energy Inc
+$1.2M
1,151,060
+4%
增持
IVW
iShares S&P 500 Growth ETF
+$1.2M
43,682
+13%
减持
—
Exxon Mobil Corp
-$1.2M
104,542
-0%
增持
VB
Vanguard Small Cap ETF
+$1.2M
48,085
+4%
增持
IVV
iShares Core S&P 500 ETF
+$1.1M
18,299
+0%
减持
USB
US Bancorp
+$1.1M
371,803
-0%
减持
AMT
American Tower Corp REIT
-$1.1M
265,627
-4%
减持
IYW
iShares US Technology ETF
+$1.1M
35,210
-2%
减持
IBM
IBM Corp
+$1.0M
23,385
-1%
增持
LLY
Lilly Eli & Co
-$1.0M
26,107
+1%
减持
CHWY
Chewy Inc CL A
-$1.0M
15,080
-70%
减持
VGT
Vanguard Information Technology ETF
+$970.5K
8,117
-0%
增持
GE
General Electric Co
+$945.5K
14,733
+4%
减持
TJX
TJX Companies Inc
+$907.3K
1,041,529
-1%
增持
VCIT
Vanguard Intermediate Term Cor ETF
+$877.0K
620,943
+0%
增持
ZTS
Zoetis Inc Class A
-$870.1K
367,390
+4%
减持
UPS
United Parcel Service Class B
-$860.4K
8,234
-46%
减持
VBK
Vanguard Small Cap Growth ETF
+$823.2K
36,561
-1%
减持
SBUX
Starbucks Corp
-$767.4K
63,828
-5%
增持
VMBS
Vanguard Mortgage Backed Sec ETF
+$763.9K
607,738
+3%
建仓
MZTI
Lancaster Colony Corp
+$739.8K
4,282
减持
DHR
Danaher Corp
-$732.4K
70,494
-1%
增持
XLY
SPDR Fund Consumer Discre Select ETF
+$731.0K
35,783
+0%
增持
GEV
GE Vernova Inc Com
+$719.2K
3,180
+1%
增持
VTV
Vanguard Value ETF
+$716.2K
6,095
+187%
减持
WEC
W E C Energy Group Inc
-$710.1K
79,957
-4%
增持
VUG
Vanguard Growth ETF
+$695.8K
6,924
+10%
减持
ITW
Illinois Tool Works
-$684.0K
206,571
-1%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$670.1K
159,256
+0%
减持
FNDF
Schwab Fundamental Intl LG Co ETF
-$669.5K
1,114
-94%
减持
BKNG
Booking Holdings Inc
+$665.7K
641
-3%
减持
PM
Philip Morris Intl
+$662.2K
32,407
-2%
减持
SCHG
Schwab US Large Cap Growth ETF
+$647.0K
196,910
-3%
增持
WM
Waste Management Inc
-$644.9K
275,728
+0%
增持
COF
Capital One FC
+$642.5K
3,416
+627%
减持
FNDE
Schwab Fundamentaql Emg MKTS Large Com ETF
-$611.1K
636
-97%
减持
PFE
Pfizer Inc
-$587.3K
123,665
-13%
减持
FNDA
Schwab Fundamental US Small Com ETF
-$586.4K
972
-96%
减持
MCK
Mckesson Corp
+$575.7K
10,030
-0%
减持
CAH
Cardinal Health Inc
+$566.9K
19,204
-1%
减持
MS
Morgan Stanley
+$549.4K
24,889
-2%
增持
NVS
Novartis AG F Sponsored ADR
+$547.7K
85,823
+1%
减持
NRG
NRG Energy Inc
+$544.9K
9,101
-5%
减持
CTAS
Cintas Corp
+$525.2K
31,925
-0%
减持
VBR
Vanguard Small Cap Value ETF
+$520.8K
70,627
-1%
增持
VXF
Vanguard Extended Market ETF
+$510.1K
23,832
+1%
减持
AGG
iShares Core US Aggregate Bond ETF
-$495.0K
161,876
-3%
减持
SCHR
Schwab Intermediate Term US TRS ETF
-$494.0K
8,119
-71%
减持
IWM
iShares Russell 2000 ETF
+$492.3K
31,965
-0%
减持
SCHI
Schwab 5 10 Year Corp Bond ETF
-$485.9K
4,504
-83%
增持
HON
Honeywell Intl Inc
+$485.1K
17,831
+3%
增持
BSV
Vanguard Short-Term Bond ETF
+$482.6K
263,658
+2%
减持
CSCO
Cisco Systems Inc
+$471.8K
75,108
-2%
减持
CL
Colgate-Palmolive Co
-$471.2K
99,963
-2%
减持
FNDX
Schwab Fundamental US Large Co ETF
+$466.4K
941,707
-2%
增持
QQQ
Invesco QQQ Trust
+$450.4K
4,022
+7%
增持
GLD
SPDR Gold Shares ETF
+$427.7K
4,893
+33%
减持
COP
Conocophillips
-$426.5K
26,272
-1%
减持
TTWO
Take-Two Interactive
+$421.5K
17,602
-5%
减持
AMD
Advanced Micro
+$420.6K
12,087
-4%
减持
TECK
Teck Resources LTD F Class B
-$411.7K
2,000
-85%
减持
GS
Goldman Sachs Group
+$407.7K
2,809
-3%
减持
NTRS
Northern Trust Corp
+$401.0K
15,613
-2%
减持
VO
Vanguard Mid Cap ETF
+$393.2K
19,801
-1%
减持
VIS
Vanguard Industrials ETF
+$387.4K
11,990
-0%
减持
KMB
Kimberly Clark Corp
-$383.8K
24,902
-1%
增持
IWF
iShares Russell 1000 Growth ETF
+$383.7K
4,986
+4%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$376.6K
2,418
+566%
减持
MU
Micron Technology
+$373.7K
10,781
-2%
增持
SYK
Stryker Corp
+$368.0K
15,710
+0%
清仓
LRGF
iShares Edge MSCI Multifactor USA ETF
-$367.4K
0
-100%
