小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 2
增持 51
减持 95
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Inc. Class C
+$70.9M
1,319,423
-4%
增持
MSFT
Microsoft Corp
-$64.1M
984,801
+1%
减持
INTU
Intuit Inc
-$45.3M
125,578
-14%
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
AMZN
Amazon.Com Inc
+$40.8M
929,880
+1%
减持
ABT
Abbott Laboratories
-$39.6M
987,966
-2%
减持
ADI
Analog Devices Inc
+$37.2M
318,060
-3%
增持
—
Eaton Corp PLC F
+$36.9M
266,845
+12%
减持
—
Accenture PLC F Class A
-$35.4M
278,263
-13%
增持
IEFA
iShares Core MSCI EAFE ETF
+$30.7M
1,817,309
+16%
增持
AVGO
Broadcom Inc
+$29.2M
110,048
+129%
减持
TMO
Thermo Fisher Scientific Inc.
-$28.1M
182,938
-6%
减持
CRM
Salesforce Inc
-$26.6M
244,135
-10%
减持
MKC
MC Cormick & Co Inc
-$26.2M
262,531
-54%
增持
VOO
Vanguard S&P 500 ETF
+$26.2M
358,971
+7%
增持
NVDA
Nvidia Corp
+$25.8M
1,190,051
+5%
增持
ORLY
O Reilly Automotive
+$24.0M
258,372
+7560%
减持
GOOGL
Alphabet Inc. Class A
+$22.9M
403,125
-4%
增持
IJR
iShares Core S&P Small Cap ETF
+$22.6M
603,244
+22%
增持
IJH
iShares Core S&P Mid Cap ETF
+$21.7M
1,084,242
+26%
增持
—
Linde plc
+$21.3M
241,047
+5%
增持
NEE
Nextera Energy Inc
+$21.3M
1,168,736
+4%
减持
COST
Costco Wholesale Co
+$20.8M
140,397
-0%
增持
MA
Mastercard Inc Class A
-$19.6M
340,525
+1%
减持
—
Asml Holding NV
+$19.3M
61,462
-0%
减持
DE
Deere & Co
+$18.4M
202,775
-5%
减持
QCOM
Qualcomm Inc
-$18.2M
308,394
-25%
减持
SPGI
S&P Global Inc Com
-$17.8M
106,485
-12%
减持
BRK/B
Berkshire Hathaway Inc Del CL B New
-$17.4M
390,838
-2%
增持
IEMG
iShares Core MSCI Emerging ETF
+$17.2M
709,800
+24%
增持
PANW
Palo Alto Networks Inc
+$16.0M
350,887
+33%
减持
CVX
Chevron Corp
+$14.1M
452,540
-5%
减持
JPM
JPMorgan Chase & Co
-$13.4M
738,691
-1%
减持
LOW
Lowes Cos Inc
-$12.6M
494,513
-4%
减持
TMUS
T-Mobile US Inc Com
-$12.4M
9,669
-86%
增持
ISTB
iShares Core 1 5 Year Usd Bond ETF
+$8.8M
741,304
+33%
增持
UBER
Uber Technologies Inc
+$7.8M
584,463
+35%
减持
AMGN
Amgen Inc.
-$7.1M
329,953
-5%
减持
BRK/A
Berkshire Hathaway Class A
-$6.7M
70
-5%
减持
CFR
Cullen Frost Bankers
-$6.1M
121,037
-33%
增持
SPIB
SPDR Intermediate Term Corp Bond ETF
+$5.6M
847,751
+26%
增持
BIV
Vanguard Intermediate Term Bond ETF
+$5.6M
245,466
+44%
减持
AXP
American Express Co
-$5.5M
101,208
-1%
减持
DIS
Walt Disney Co
-$5.5M
103,540
-26%
减持
ADP
Auto Data Processing
-$5.2M
98,349
-2%
减持
AMT
American Tower Corp REIT
-$5.2M
30,481
-49%
减持
ZTS
Zoetis Inc Class A
-$5.1M
186,360
-10%
减持
DHR
Danaher Corp
-$5.0M
54,673
-14%
减持
DUK
Duke Energy Corp
+$4.4M
579,699
-2%
减持
INTC
Intel Corp
+$4.4M
75,100
-1%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$4.2M
479,264
+10%
增持
WM
Waste Management Inc
+$4.1M
316,174
+2%
减持
WMT
WalMart Inc
+$4.1M
358,670
-6%
减持
BAH
Booz Allen Hamilton Class A
-$4.1M
28,243
-62%
增持
VTI
Vanguard Total Stock Market ETF
+$4.0M
160,191
+2%
增持
—
Exxon Mobil Corp
+$3.7M
107,199
+1%
减持
MDY
SPDR S&P Midcap 400 ETF
+$3.3M
63,092
-0%
减持
LLY
Lilly Eli & Co
-$3.0M
25,459
-1%
减持
TJX
TJX Companies Inc
-$2.9M
983,873
-3%
减持
MCD
McDonalds Corp
-$2.9M
63,172
-7%
减持
SHY
iShares 1-3 Year Treasry Bond ETF
-$2.8M
194,098
-15%
减持
CDW
CDW Corp
-$2.7M
20,508
-49%
增持
VEU
Vanguard FTSE All World Ex US ETF
+$2.7M
268,687
+5%
减持
BDX
Becton Dickinson & Co.
-$2.6M
19,305
-31%
增持
ESGV
Vanguard ESG U.S. Stock ETF
+$2.5M
51,103
+56%
减持
GD
General Dynamics Co
-$2.5M
82,776
-12%
减持
ABBV
Abbvie Inc
-$2.4M
115,758
-1%
建仓
NULV
Nuveen Esg Large-Cap Value ETF
+$2.4M
47,507
减持
VTIP
Vanguard SHRT Inf Prot Sec Index ETF
-$2.2M
9,835
-82%
减持
PEP
Pepsico Inc
+$2.2M
535,756
-4%
减持
TPL
Texas Pacific Land Corp
+$2.1M
14,954
-1%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$2.1M
185,289
+13%
减持
MU
Micron Technology
+$2.0M
8,934
-18%
建仓
XVV
iShares Esg Select Screened S&P 500 ETF
+$2.0M
35,571
增持
TSLA
Tesla Inc
-$1.9M
35,211
+1%
减持
UNP
Union Pacific Corp
+$1.8M
113,155
-6%
增持
XLK
Technology Select Sector SPDR ETF
+$1.8M
100,781
+0%
减持
CP
Canadian Pacific Kansas City LTD
+$1.8M
242,658
-3%
减持
HD
Home Depot Inc
-$1.8M
34,075
-6%
减持
JNJ
Johnson & Johnson
+$1.7M
231,580
-5%
减持
RTX
Raytheon Technologies Co
-$1.6M
133,540
-1%
减持
CAT
Caterpillar Inc
+$1.5M
5,398
-3%
减持
AMD
Advanced Micro
+$1.5M
12,229
-1%
减持
—
Seagate Technology Holdings PB LTD Co
+$1.5M
3,544
-12%
减持
ROK
Rockwell Automation
-$1.5M
23,573
-16%
增持
IBM
IBM Corp
-$1.4M
22,973
+1%
减持
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
-$1.4M
111,343
-19%
减持
GOVT
iShares US Treasury Bond ETF
-$1.4M
374,000
-13%
减持
IGSB
iShares TR Is 1 5 YR In GR CR BD ETF
-$1.4M
489,825
-4%
减持
IWR
iShares Russell Mid Cap ETF
+$1.3M
201,571
-1%
增持
GEV
GE Vernova Inc Com
+$1.3M
3,059
+0%
减持
TIP
iShares TIPS Bond ETF
-$1.2M
15,690
-43%
增持
TXN
Texas Instruments
+$1.2M
11,550
+0%
增持
IVW
iShares S&P 500 Growth ETF
+$1.2M
51,337
+16%
减持
FCF
First Comwlth Finl Corp
+$1.2M
778,462
-0%
减持
AAPL
Apple Inc
-$1.2M
1,648,996
-2%
减持
VB
Vanguard Small Cap ETF
+$1.2M
47,787
-0%
减持
KO
The Coca-Cola Co
+$1.1M
163,629
-2%
减持
SYK
Stryker Corp
-$1.1M
16,675
-1%
减持
VCSH
Vanguard Short Term Corp Bond ETF
-$1.1M
704,350
-1%
增持
VMBS
Vanguard Mortgage Backed Sec ETF
+$1.1M
662,218
+5%
增持
EFA
iShares MSCI EAFE ETF
+$1.0M
177,019
+1%
减持
WMB
Williams Companies
+$1.0M
74,345
-2%
减持
SCHB
Schwab US Broad Market ETF
+$1.0M
725,195
-0%
减持
NKE
Nike Inc Class B
-$973.9K
16,167
-38%
减持
SYY
Sysco Corp
-$959.9K
54,811
-18%
减持
SPY
SPDR S&P 500 ETF
+$947.9K
37,912
-1%
增持
PSX
Phillips 66
+$941.5K
17,577
+3%
减持
BSV
Vanguard Short-Term Bond ETF
-$939.3K
288,159
-3%
减持
PG
Procter & Gamble Co
-$911.6K
1,044,626
-1%
增持
COP
Conocophillips
+$904.2K
25,986
+4%
减持
NSC
Norfolk Southern Co
+$875.5K
67,114
-3%
增持
MPC
Marathon Pete Corp
+$865.3K
9,548
+0%
清仓
VTWO
Vanguard Russell 2000 ETF
-$861.3K
0
-100%
减持
PCAR
Paccar Inc
-$856.3K
10,587
-43%
减持
CSCO
Cisco Systems Inc
+$853.6K
69,787
-4%
增持
ORCL
Oracle Corp
-$840.6K
58,271
+0%
增持
VGIT
Vanguard Intermediate-Term Treasury Index FD ETF
+$832.9K
46,091
+46%
减持
IYW
iShares US Technology ETF
+$832.1K
41,966
-1%
减持
WEC
W E C Energy Group Inc
+$825.1K
78,047
-0%
增持
CSX
CSX Corp
+$825.0K
93,221
+1%
减持
V
Visa Inc Class A
-$820.7K
25,048
-2%
增持
BKNG
Booking Holdings Inc
-$804.3K
16,295
+2392%
增持
ESGD
iShares ESG Aware MSCI EAFE ETF
+$802.3K
10,081
+378%
减持
SBUX
Starbucks Corp
+$784.7K
51,361
-6%
减持
ITW
Illinois Tool Works
-$779.1K
194,160
-3%
减持
IWM
iShares Russell 2000 ETF
+$758.7K
29,647
-2%
减持
BE
Bloom Energy Corp A
+$756.4K
3,785
-2%
增持
IWB
iShares Russell 1000 ETF
+$723.0K
37,759
+0%
减持
FNDX
Schwab Fundamental US Large Co ETF
+$708.8K
873,539
-6%
减持
SCHD
Schwab US Dividend Equity ETF
-$707.1K
20,566
-58%
增持
MBB
iShares MBS ETF IV
+$688.2K
161,108
+6%
减持
IVV
iShares Core S&P 500 ETF
-$668.2K
16,374
-10%
增持
VGT
Vanguard Information Technology ETF
+$663.1K
64,832
+696%
减持
NOC
Northrop Grumman Co
-$657.3K
2,809
-29%
减持
SHYG
iShares High Yield Corporate Bond ETF
-$655.3K
291,657
-4%
减持
CTAS
Cintas Corp
-$625.4K
29,145
-0%
减持
VBK
Vanguard Small Cap Growth ETF
+$603.6K
32,109
-5%
清仓
FDVV
Fidelity High Dividend ETF
-$579.3K
0
-100%
增持
SCHM
Charles Schwab US MC ETF
+$573.0K
85,687
+10%
减持
IWP
iShares Russell Mid Cap Growth ETF
-$569.7K
104,619
-3%
增持
AMAT
Applied Materials
+$557.5K
4,114
+0%
增持
CINF
Cincinnati Finl
-$557.3K
132,077
+0%
增持
GLW
Corning Inc
+$547.2K
7,502
+1%
减持
ON
On Semiconductor
+$546.7K
11,636
-2%
减持
JBL
Jabil Inc
+$542.7K
4,915
-1%
增持
TTWO
Take-Two Interactive
-$539.1K
17,634
+0%
增持
META
Meta Platforms Inc Class A
-$532.1K
175,954
+8%
减持
BND
Vanguard Total Bond Market ETF
-$526.8K
43,426
-13%
减持
SCHF
Schwab International Equity ETF
+$526.0K
322,601
-2%
减持
SCHW
Charles Schwab Corp
-$500.2K
18,058
-16%
