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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 53
减持 96
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Inc. Class C
+$86.5M
1,393,578
-2%
减持
AAPL
Apple Inc
+$79.4M
1,705,709
-1%
增持
PANW
Palo Alto Networks Inc
+$35.6M
178,286
+4879%
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
NVDA
Nvidia Corp
+$33.0M
1,111,071
+1%
减持
GOOGL
Alphabet Inc. Class A
+$25.0M
425,250
-4%
建仓
ISTB
iShares Core 1 5 Year Usd Bond ETF
+$20.6M
421,596
减持
TJX
TJX Companies Inc
+$19.2M
1,022,434
-2%
减持
—
Accenture PLC F Class A
-$18.5M
289,986
-4%
增持
TMO
Thermo Fisher Scientific Inc.
+$15.9M
192,260
+1%
减持
JPM
JPMorgan Chase & Co
+$15.8M
755,223
-2%
减持
MSFT
Microsoft Corp
+$15.1M
980,965
-1%
减持
SHY
iShares 1-3 Year Treasry Bond ETF
-$15.0M
274,615
-40%
增持
SPIB
SPDR Intermediate Term Corp Bond ETF
+$13.4M
565,498
+230%
减持
LOW
Lowes Cos Inc
+$13.0M
521,102
-2%
减持
COST
Costco Wholesale Co
-$11.7M
142,239
-2%
增持
INTU
Intuit Inc
-$11.6M
131,758
+2%
减持
VOO
Vanguard S&P 500 ETF
+$11.5M
335,625
-2%
增持
BIV
Vanguard Intermediate Term Bond ETF
+$11.0M
142,934
+8890%
增持
IEFA
iShares Core MSCI EAFE ETF
+$10.9M
1,450,759
+5%
增持
—
Eaton Corp PLC F
+$10.7M
218,072
+10%
减持
AMT
American Tower Corp REIT
-$10.7M
249,906
-6%
增持
UNH
Unitedhealth GRP Inc
+$9.9M
182,792
+7%
减持
—
Asml Holding NV
+$9.7M
63,844
-2%
减持
PG
Procter & Gamble Co
-$9.3M
1,083,366
-2%
减持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
-$8.5M
529,604
-24%
增持
CRM
Salesforce Inc
-$7.7M
266,965
+3%
增持
FCF
First Comwlth Finl Corp
+$7.0M
779,194
+102%
减持
GOVT
iShares US Treasury Bond ETF
-$6.9M
495,370
-38%
增持
BRK/B
Berkshire Hathaway Inc Del CL B New
+$6.9M
397,780
+0%
增持
DE
Deere & Co
-$6.8M
205,182
+4%
减持
ABT
Abbott Laboratories
-$6.3M
1,026,086
-3%
减持
JNJ
Johnson & Johnson
+$6.2M
254,517
-5%
减持
CFR
Cullen Frost Bankers
-$6.1M
339,921
-11%
减持
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
-$6.0M
157,250
-43%
增持
IJR
iShares Core S&P Small Cap ETF
+$5.8M
475,518
+2%
减持
ABBV
Abbvie Inc
+$5.4M
118,647
-0%
减持
SPGI
S&P Global Inc Com
-$5.3M
117,970
-1%
增持
IJH
iShares Core S&P Mid Cap ETF
+$5.2M
812,702
+5%
减持
—
Linde plc
-$5.1M
235,879
-6%
减持
ZTS
Zoetis Inc Class A
-$4.8M
358,896
-2%
增持
TSLA
Tesla Inc
+$4.5M
34,912
+1%
减持
LH
Labcorp Holdings Inc
+$4.4M
208,210
-1%
减持
NEE
Nextera Energy Inc
+$4.3M
1,115,973
-3%
增持
KR
Kroger Co
+$4.3M
110,016
+155%
减持
CVX
Chevron Corp
+$4.3M
496,109
-2%
减持
CDW
CDW Corp
-$4.2M
172,587
-3%
增持
MKC
MC Cormick & Co Inc
-$4.2M
605,149
+3%
减持
DIS
Walt Disney Co
-$3.8M
156,588
-10%
减持
VTI
Vanguard Total Stock Market ETF
+$3.7M
161,168
-0%
减持
BAH
Booz Allen Hamilton Class A
-$3.6M
514,541
-3%
增持
BSV
Vanguard Short-Term Bond ETF
+$3.6M
308,868
+17%
减持
ORCL
Oracle Corp
+$3.5M
57,575
-1%
减持
GD
General Dynamics Co
-$3.4M
110,340
-22%
增持
AVGO
Broadcom Inc
+$3.4M
49,164
+6%
减持
WM
Waste Management Inc
-$3.4M
270,274
-2%
增持
QCOM
Qualcomm Inc
+$3.4M
395,165
+1%
减持
DUK
Duke Energy Corp
+$3.3M
588,667
-0%
减持
IEMG
iShares Core MSCI Emerging ETF
+$3.0M
527,906
-0%
增持
ADI
Analog Devices Inc
+$2.8M
331,075
+0%
减持
NSC
Norfolk Southern Co
+$2.8M
69,852
-1%
减持
RTX
Raytheon Technologies Co
+$2.5M
156,087
-3%
减持
—
Chubb LTD F
-$2.4M
238,070
-1%
增持
NOC
Northrop Grumman Co
+$2.1M
3,949
+627%
减持
ITW
Illinois Tool Works
+$2.0M
203,424
-2%
减持
BRK/A
Berkshire Hathaway Class A
-$2.0M
66
-7%
减持
SCHB
Schwab US Broad Market ETF
+$2.0M
1,045,557
-0%
增持
FNDX
Schwab Fundamental US Large Co ETF
+$1.9M
951,550
+1%
增持
AMZN
Amazon.Com Inc
+$1.8M
907,858
+1%
减持
MDY
SPDR S&P Midcap 400 ETF
+$1.8M
61,713
-0%
增持
HD
Home Depot Inc
+$1.7M
36,397
+2%
减持
SPY
SPDR S&P 500 ETF
+$1.7M
34,417
-0%
减持
FDX
Fedex Corp
-$1.5M
52,935
-14%
增持
ADP
Auto Data Processing
-$1.4M
98,372
+0%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$1.4M
407,155
+1%
减持
CP
Canadian Pacific Kansas City LTD
-$1.4M
253,747
-1%
减持
XLK
Technology Select Sector SPDR ETF
+$1.4M
50,971
-1%
增持
IWF
iShares Russell 1000 Growth ETF
+$1.3M
7,391
+48%
减持
CL
Colgate-Palmolive Co
-$1.3M
97,173
-3%
减持
NKE
Nike Inc Class B
-$1.3M
47,846
-26%
减持
AXP
American Express Co
+$1.2M
101,169
-0%
增持
VEU
Vanguard FTSE All World Ex US ETF
+$1.2M
253,054
+1%
增持
CINF
Cincinnati Finl
+$1.2M
118,538
+0%
增持
VCIT
Vanguard Intermediate Term Cor ETF
+$1.1M
625,639
+1%
减持
USB
US Bancorp
+$1.1M
370,289
-0%
减持
CTAS
Cintas Corp
-$1.1M
29,514
-8%
减持
MDLZ
Mondelez Intl Class A
-$1.0M
136,207
-4%
减持
AMGN
Amgen Inc.
-$1.0M
345,401
-2%
增持
VCSH
Vanguard Short Term Corp Bond ETF
+$979.8K
716,739
+1%
减持
MCD
McDonalds Corp
-$978.7K
74,471
-8%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$970.1K
163,287
+3%
增持
SRE
Sempra Energy
+$917.2K
15,707
+142%
增持
VB
Vanguard Small Cap ETF
+$877.9K
48,262
+0%
减持
INTC
Intel Corp
+$870.6K
80,909
-2%
增持
TMUS
T-Mobile US Inc Com
+$863.9K
106,068
+3%
减持
MA
Mastercard Inc Class A
+$800.3K
331,581
-1%
减持
KO
The Coca-Cola Co
-$785.6K
167,501
-0%
减持
CME
Cme Group Inc Class A
-$771.8K
1,377
-67%
减持
IYW
iShares US Technology ETF
+$767.8K
35,069
-0%
增持
EFA
iShares MSCI EAFE ETF
+$758.0K
167,218
+1%
减持
IWM
iShares Russell 2000 ETF
+$727.2K
31,513
-1%
减持
IVV
iShares Core S&P 500 ETF
+$712.4K
18,040
-1%
减持
PM
Philip Morris Intl
-$711.0K
32,257
-0%
减持
NVO
Novo-Nordisk A S F Sponsored ADR
-$686.4K
41,016
-4%
减持
SBUX
Starbucks Corp
-$681.6K
61,075
-4%
减持
CMCSA
Comcast Corp Class A
-$663.1K
58,737
-16%
减持
WEC
W E C Energy Group Inc
+$661.3K
78,478
-2%
减持
CHWY
Chewy Inc CL A
-$642.7K
1
-100%
减持
TPL
Texas Pacific Land Corp
-$630.8K
5,053
-0%
减持
GE
General Electric Co
+$615.1K
14,634
-1%
减持
V
Visa Inc Class A
-$566.8K
25,286
-2%
减持
HON
Honeywell Intl Inc
-$563.6K
17,049
-4%
增持
CAT
Caterpillar Inc
+$554.7K
5,567
+3%
减持
XLY
SPDR Fund Consumer Discre Select ETF
+$550.8K
34,750
-3%
增持
MUB
iShares National Muni Bond ETF
+$531.6K
68,289
+6%
增持
MU
Micron Technology
+$492.9K
10,888
+1%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$483.1K
4,863
+101%
减持
LLY
Lilly Eli & Co
-$479.5K
26,044
-0%
减持
NVS
Novartis AG F Sponsored ADR
+$477.4K
84,707
-1%
减持
—
Exxon Mobil Corp
+$475.6K
104,171
-0%
减持
VBR
Vanguard Small Cap Value ETF
+$475.0K
68,260
-3%
减持
IWS
iShares Russell Mid Cap Value ETF
+$472.6K
81,092
-1%
增持
VGIT
Vanguard Intermediate-Term Treasury Index FD ETF
+$452.8K
27,107
+38%
增持
SCHF
Schwab International Equity ETF
+$450.1K
337,124
+1%
减持
IVW
iShares S&P 500 Growth ETF
+$440.5K
43,488
-0%
增持
XLV
Select Sector Health Care SPDR ETF
+$439.7K
22,727
+12%
减持
FSLR
First Solar Inc
-$417.3K
1,403
-68%
减持
SCHG
Schwab US Large Cap Growth ETF
+$414.8K
193,247
-2%
减持
VMBS
Vanguard Mortgage Backed Sec ETF
-$412.2K
590,937
-3%
减持
VO
Vanguard Mid Cap ETF
-$408.9K
17,473
-12%
增持
SYK
Stryker Corp
-$405.2K
15,717
+0%
增持
VXF
Vanguard Extended Market ETF
+$400.9K
23,854
+0%
增持
CMG
Chipotle Mexican GRL
-$393.3K
23,433
+0%
减持
EXPE
Expedia Group Inc.
-$386.5K
2,813
-52%
减持
MCK
Mckesson Corp
+$385.2K
10,011
-0%
减持
IWR
iShares Russell Mid Cap ETF
+$384.9K
205,454
-3%
减持
DHR
Danaher Corp
-$376.4K
68,339
-3%
减持
WMT
WalMart Inc
+$361.4K
386,049
-4%
增持
BAC
Bank Of America Corp
+$360.1K
49,586
+7%
增持
CARR
Carrier Global Corp
-$352.1K
29,432
+2%
减持
ELV
Elevance Health, Inc
-$348.3K
4,410
-3%
减持
—
Seagate Technology Holdings PB LTD Co
+$338.2K
4,425
-10%
减持
VBK
Vanguard Small Cap Growth ETF
+$332.9K
35,138
-4%
增持
BLK
BlackRock Inc Com
+$327.8K
2,037
+4%
减持
BMY
Bristol-Myers Squibb
-$326.9K
152,604
-2%
增持
IWN
iShares Russell 2000 Value ETF
+$323.1K
14,532
+2%
减持
SCHE
Schwab Emerging Markets Equity ETF
+$322.3K
128,447
-2%
增持
GEV
GE Vernova Inc Com
+$321.9K
3,260
+3%
减持
EMR
Emerson Electric Co
-$317.5K
94,321
-1%
减持
CSX
CSX Corp
-$315.8K
93,712
-16%
减持
PYPL
Paypal Holdings Inc
-$306.0K
8,349
-28%
