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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 3
增持 63
减持 80
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Inc. Class C
+$90.6M
1,370,381
-2%
减持
BAH
Booz Allen Hamilton Class A
-$45.2M
74,197
-86%
减持
AMT
American Tower Corp REIT
-$37.8M
60,116
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。
-76%
减持
MSFT
Microsoft Corp
-$36.6M
974,883
-1%
增持
UBER
Uber Technologies Inc
+$35.2M
432,835
+35061%
减持
GOOGL
Alphabet Inc. Class A
+$28.2M
420,489
-1%
减持
ZTS
Zoetis Inc Class A
-$26.3M
208,152
-42%
减持
AAPL
Apple Inc
+$23.4M
1,683,579
-1%
减持
CDW
CDW Corp
-$22.0M
40,510
-77%
减持
CFR
Cullen Frost Bankers
-$20.1M
181,495
-47%
增持
TMO
Thermo Fisher Scientific Inc.
+$19.4M
194,369
+1%
增持
AMGN
Amgen Inc.
+$16.5M
348,174
+1%
减持
PG
Procter & Gamble Co
-$14.6M
1,059,662
-2%
增持
—
Accenture PLC F Class A
+$14.5M
320,509
+11%
减持
—
Linde plc
-$14.4M
228,951
-3%
增持
IEFA
iShares Core MSCI EAFE ETF
+$13.7M
1,568,882
+8%
增持
AMZN
Amazon.Com Inc
+$12.9M
919,389
+1%
增持
PANW
Palo Alto Networks Inc
+$12.4M
264,643
+48%
减持
TMUS
T-Mobile US Inc Com
-$11.1M
70,451
-34%
减持
ABT
Abbott Laboratories
-$10.8M
1,011,054
-1%
减持
COST
Costco Wholesale Co
-$10.1M
141,010
-1%
增持
CRM
Salesforce Inc
+$8.5M
270,916
+1%
增持
WM
Waste Management Inc
+$8.2M
309,174
+14%
减持
LH
Labcorp Holdings Inc
-$7.8M
206,961
-1%
减持
SCHB
Schwab US Broad Market ETF
-$7.8M
726,836
-30%
减持
LLY
Lilly Eli & Co
+$7.8M
25,740
-1%
减持
ADI
Analog Devices Inc
+$7.7M
328,449
-1%
增持
META
Meta Platforms Inc Class A
-$7.5M
163,517
+4%
减持
TJX
TJX Companies Inc
+$7.3M
1,009,661
-1%
减持
LOW
Lowes Cos Inc
-$7.2M
513,091
-2%
减持
—
Chubb LTD F
+$6.5M
236,227
-1%
增持
ISTB
iShares Core 1 5 Year Usd Bond ETF
+$6.5M
556,170
+32%
增持
INTU
Intuit Inc
+$6.4M
145,542
+10%
减持
GD
General Dynamics Co
-$6.1M
93,565
-15%
增持
BRK/A
Berkshire Hathaway Class A
+$6.1M
74
+12%
增持
NEE
Nextera Energy Inc
+$6.1M
1,124,864
+1%
增持
—
Eaton Corp PLC F
-$5.8M
238,030
+9%
增持
SPGI
S&P Global Inc Com
+$5.6M
120,642
+2%
增持
DE
Deere & Co
+$5.1M
212,372
+4%
增持
ORCL
Oracle Corp
-$4.8M
58,213
+1%
增持
VOO
Vanguard S&P 500 ETF
+$4.7M
336,080
+0%
增持
QCOM
Qualcomm Inc
+$4.4M
410,215
+4%
增持
AXP
American Express Co
+$4.3M
102,538
+1%
减持
CVX
Chevron Corp
-$4.1M
478,543
-4%
减持
—
Asml Holding NV
+$4.1M
61,568
-4%
减持
SHY
iShares 1-3 Year Treasry Bond ETF
-$4.0M
227,158
-17%
增持
IEMG
iShares Core MSCI Emerging ETF
+$3.8M
574,589
+9%
增持
IJH
iShares Core S&P Mid Cap ETF
+$3.7M
859,610
+6%
减持
ITW
Illinois Tool Works
-$3.7M
200,376
-1%
增持
SPIB
SPDR Intermediate Term Corp Bond ETF
+$3.7M
675,373
+19%
增持
DUK
Duke Energy Corp
-$3.4M
592,671
+1%
增持
SPY
SPDR S&P 500 ETF
+$3.3M
38,425
+12%
增持
MA
Mastercard Inc Class A
+$3.2M
335,969
+1%
增持
NVDA
Nvidia Corp
+$3.1M
1,128,349
+2%
增持
ADP
Auto Data Processing
-$3.1M
100,211
+2%
减持
JNJ
Johnson & Johnson
+$3.0M
242,668
-5%
增持
IJR
iShares Core S&P Small Cap ETF
+$3.0M
495,044
+4%
减持
WMT
WalMart Inc
+$2.9M
381,913
-1%
增持
CINF
Cincinnati Finl
+$2.8M
131,755
+11%
减持
JPM
JPMorgan Chase & Co
+$2.4M
746,883
-1%
减持
HD
Home Depot Inc
-$2.3M
36,083
-1%
减持
UNP
Union Pacific Corp
-$2.3M
120,886
-6%
增持
BIV
Vanguard Intermediate Term Bond ETF
+$2.1M
169,968
+19%
增持
VMBS
Vanguard Mortgage Backed Sec ETF
+$2.0M
632,336
+7%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$2.0M
436,961
+7%
减持
DIS
Walt Disney Co
-$2.0M
139,267
-11%
增持
MUB
iShares National Muni Bond ETF
+$2.0M
86,311
+26%
减持
MRK
Merck & Co. Inc.
+$1.9M
124,785
-6%
减持
MCD
McDonalds Corp
-$1.8M
68,229
-8%
增持
UNH
Unitedhealth GRP Inc
-$1.7M
186,045
+2%
减持
NKE
Nike Inc Class B
-$1.7M
26,019
-46%
减持
USB
US Bancorp
+$1.7M
367,072
-1%
减持
MDLZ
Mondelez Intl Class A
-$1.7M
127,009
-7%
减持
MKC
MC Cormick & Co Inc
-$1.7M
566,253
-6%
增持
IYW
iShares US Technology ETF
+$1.6M
42,286
+21%
减持
GOVT
iShares US Treasury Bond ETF
-$1.6M
429,576
-13%
减持
FDX
Fedex Corp
-$1.5M
38,208
-28%
增持
MDY
SPDR S&P Midcap 400 ETF
+$1.4M
63,317
+3%
减持
RTX
Raytheon Technologies Co
-$1.4M
134,736
-14%
减持
IGIB
iShares TRT Is 5 10 Inv GR CR BD ETF
-$1.4M
94,854
-21%
增持
MU
Micron Technology
+$1.3M
10,905
+0%
增持
ESGV
Vanguard ESG U.S. Stock ETF
+$1.2M
32,713
+42%
增持
EFA
iShares MSCI EAFE ETF
+$1.2M
174,772
+5%
增持
VCIT
Vanguard Intermediate Term Cor ETF
+$1.2M
642,293
+3%
减持
SCHA
Schwab US Small Cap ETF
-$1.1M
67,582
-38%
增持
MBB
iShares MBS ETF IV
+$1.1M
152,596
+8%
增持
—
Exxon Mobil Corp
+$1.1M
106,562
+2%
减持
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
-$1.1M
137,908
-12%
增持
PCAR
Paccar Inc
+$1.0M
18,638
+77%
减持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
-$1.0M
512,016
-3%
减持
DHR
Danaher Corp
+$973.6K
63,440
-7%
减持
BSV
Vanguard Short-Term Bond ETF
-$968.6K
296,970
-4%
减持
SYY
Sysco Corp
-$956.2K
66,944
-6%
减持
NSC
Norfolk Southern Co
-$943.0K
69,414
-1%
减持
PEP
Pepsico Inc
+$875.2K
556,259
-2%
减持
CL
Colgate-Palmolive Co
-$811.5K
88,035
-9%
增持
GS
Goldman Sachs Group
+$802.5K
3,335
+25%
减持
NVS
Novartis AG F Sponsored ADR
+$787.1K
84,499
-0%
增持
VEU
Vanguard FTSE All World Ex US ETF
+$775.6K
256,064
+1%
减持
ABBV
Abbvie Inc
-$762.0K
116,896
-1%
减持
FISV
Fiserv Inc
-$755.5K
3,709
-52%
增持
IYJ
iShares US Industrials ETF
+$752.9K
12,335
+67%
增持
MEDP
Medpace Holdings Inc
+$737.8K
1,581
+441%
减持
WEC
W E C Energy Group Inc
-$730.1K
78,349
-0%
清仓
—
Liberty Media Corp Del Com Liberty Live Ser C
-$710.8K
0
-100%
增持
IBB
iShares Nasdaq Biotechnology ETF
+$690.1K
12,230
+29%
减持
BDX
Becton Dickinson & Co.
-$670.2K
27,819
-14%
减持
KMB
Kimberly Clark Corp
-$654.4K
23,168
-4%
增持
AMD
Advanced Micro
+$653.3K
12,352
+0%
减持
LMT
Lockheed Martin Corp
-$620.3K
13,191
-6%
建仓
LLYVK
Liberty Live HLDGS Inc Ser C Liberty Live Group Com
+$609.6K
7,330
减持
VCSH
Vanguard Short Term Corp Bond ETF
-$603.9K
710,963
-1%
清仓
—
Unilever PLC F Sponsored ADR
-$598.1K
0
-100%
增持
IWP
iShares Russell Mid Cap Growth ETF
-$591.5K
108,375
+0%
减持
DEO
Diageo PLC F Sponsored ADR
-$583.9K
16,030
-22%
清仓
—
Kellanova
-$581.4K
0
-100%
增持
SCHD
Schwab US Dividend Equity ETF
+$579.2K
49,412
+74%
增持
FDVV
Fidelity High Dividend ETF
+$578.0K
10,218
+46345%
减持
KR
Kroger Co
-$576.3K
109,473
-0%
减持
CTAS
Cintas Corp
-$568.7K
29,188
-1%
减持
SBUX
Starbucks Corp
-$560.2K
54,705
-10%
建仓
UL
Unilever PLC-Sponsored ADR
+$548.0K
8,379
减持
CSCO
Cisco Systems Inc
+$545.6K
72,839
-2%
增持
BRK/B
Berkshire Hathaway Inc Del CL B New
+$538.7K
398,923
+0%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$538.4K
55,709
+13%
增持
CAT
Caterpillar Inc
+$534.0K
5,569
+0%
清仓
—
Elbit Systems LTD F
-$509.8K
0
-100%
增持
IJT
iShares S&P Small-Cap 600 Growth ETF
+$508.1K
3,879
+1290%
减持
CP
Canadian Pacific Kansas City LTD
-$503.5K
249,873
-2%
减持
CAH
Cardinal Health Inc
+$484.2K
16,984
-11%
减持
KO
The Coca-Cola Co
+$481.7K
167,007
-0%
减持
ENB
Enbridge Inc F
-$478.7K
66,972
-8%
减持
PFE
Pfizer Inc
-$472.2K
98,670
-14%
减持
AGG
iShares Core US Aggregate Bond ETF
-$468.8K
155,259
-3%
减持
VTEB
Vanguard Muni BND Tax Exempt ETF
-$454.1K
36,992
-20%
减持
ROK
Rockwell Automation
+$444.6K
28,120
-6%
建仓
IYK
iShares U.S. Consumer Goods ETF
+$431.4K
6,446
减持
T
A T & T Inc
-$424.8K
110,556
-2%
增持
IYM
iShares US Basic Materials ETF
+$417.7K
6,196
+71%
减持
MZTI
Marzetti Co
-$411.0K
2,000
-53%
增持
IVV
iShares Core S&P 500 ETF
+$406.2K
18,221
+1%
减持
AVGO
Broadcom Inc
+$392.4K
47,998
-2%
减持
CMCSA
Comcast Corp Class A
-$386.0K
48,828
-17%
减持
BMY
Bristol-Myers Squibb
+$378.0K
134,602
-12%
减持
FNDX
Schwab Fundamental US Large Co ETF
+$375.5K
933,529
-2%
增持
V
Visa Inc Class A
+$375.5K
25,684
+2%
增持
TPL
Texas Pacific Land Corp
-$363.7K
15,159
+200%
减持
VBR
Vanguard Small Cap Value ETF
-$358.8K
65,659
-4%
减持
SCHE
Schwab Emerging Markets Equity ETF
-$355.5K
120,022
-7%
增持
ISRG
Intuitive Surgical
+$349.9K
2,821
+1%
