Bedell Frazier Investment Counselling, LLC
Walnut Creek CA · SEC CIK 0001388142
$4.95亿2026Q1 申报市值
128持仓数
39.2%前十大占比 · 第一大 8.4%
8 / 14新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PROSHARES TR 新建仓+$1,235.85万
LIN 加仓+$384.11万
WRBY 加仓+$186.72万
AMZN 加仓+$125.02万
XLB 加仓+$120.67万
2026Q1 卖出最多 按季末市值估算
UBER 清仓-$1,157.50万
XLU 清仓-$835.66万
ANET 清仓-$714.43万
EWZ 减仓-$607.86万
VZ 减仓-$460.53万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -141,659 | -100.0% | -$1,157.50万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -195,751 | -100.0% | -$835.66万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -54,524 | -100.0% | -$714.43万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -82,852 | -100.0% | -$212.10万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,174 | -100.0% | -$39.37万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -1,442 | -100.0% | -$35.50万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -744 | -100.0% | -$26.04万 | 清仓 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,006 | -100.0% | -$25.64万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,585 | -100.0% | -$24.43万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -600 | -100.0% | -$21.09万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,936 | -100.0% | -$20.78万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -3,180 | -100.0% | -$20.48万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,045 | -100.0% | -$20.36万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -1,776 | -100.0% | -$20.09万 | 清仓 |
| QCOM | QUALCOMM INC | $20.28万 | 0.04% | 1,575 | -12 | -0.8% | -$1,545 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $20.37万 | 0.04% | 1,800 | 1,800 | — | $20.37万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.46万 | 0.04% | 5,326 | -14,788 | -73.5% | -$56.82万 | 减仓 |
| BP | BP PLC | $21.15万 | 0.04% | 4,500 | 4,500 | — | $21.15万 | 新建仓 |
| ASML | ASML HLDG NV | $21.27万 | 0.04% | 161 | 161 | — | $21.27万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $23.23万 | 0.05% | 465 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.38万 | 0.05% | 6,180 | -800 | -11.5% | -$3.03万 | 重新持有 |
| PEP | PEPSICO INC | $23.84万 | 0.05% | 1,535 | -18 | -1.2% | -$2,795 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $24.20万 | 0.05% | 800 | -10 | -1.2% | -$3,025 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $25.04万 | 0.05% | 2,545 | 2,545 | — | $25.04万 | 新建仓 |
| D | DOMINION ENERGY INC | $25.10万 | 0.05% | 4,060 | 4,060 | — | $25.10万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $25.48万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $25.54万 | 0.05% | 1,238 | 10 | 0.8% | $2,063 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.71万 | 0.05% | 433 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.47万 | 0.06% | 4,530 | -57 | -1.2% | -$3,457 | 减仓 |
| GDX | VANECK ETF TRUST | $28.09万 | 0.06% | 3,061 | -699 | -18.6% | -$6.41万 | 减仓 |
| GEV | GE VERNOVA INC | $28.46万 | 0.06% | 326 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $28.67万 | 0.06% | 619 | -15 | -2.4% | -$6,948 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $29.05万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $29.32万 | 0.06% | 4,786 | -372 | -7.2% | -$2.28万 | 减仓 |
| QQQ | INVESCO QQQ TR | $30.82万 | 0.06% | 534 | -108 | -16.8% | -$6.23万 | 减仓 |
| RKLB | ROCKET LAB CORP | $31.80万 | 0.06% | 4,951 | 1 | 0.0% | $64 | 加仓 |
| NOBL | PROSHARES TR | $34.59万 | 0.07% | 3,263 | 16 | 0.5% | $1,696 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.64万 | 0.07% | 2,398 | -106 | -4.2% | -$1.53万 | 减仓 |
| GE | GE AEROSPACE | $34.93万 | 0.07% | 1,231 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $35.74万 | 0.07% | 3,481 | -43 | -1.2% | -$4,415 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.57万 | 0.08% | 1,747 | -240 | -12.1% | -$5.16万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $38.61万 | 0.08% | 2,200 | -500 | -18.5% | -$8.77万 | 减仓 |
| MDT | MEDTRONIC PLC | $38.92万 | 0.08% | 4,492 | 473 | 11.8% | $4.10万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $40.00万 | 0.08% | 3,499 | 76 | 2.2% | $8,688 | 加仓 |
| CCJ | CAMECO CORP | $40.16万 | 0.08% | 3,698 | -23 | -0.6% | -$2,498 | 减仓 |
| RTX | RTX CORPORATION | $40.20万 | 0.08% | 2,084 | -480 | -18.7% | -$9.26万 | 减仓 |
| NKE | NIKE INC | $41.11万 | 0.08% | 7,783 | -56,770 | -87.9% | -$299.86万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $41.45万 | 0.08% | 7,857 | -285 | -3.5% | -$1.50万 | 减仓 |
| ACWX | ISHARES TR | $41.61万 | 0.08% | 6,077 | 324 | 5.6% | $2.22万 | 加仓 |
| INTC | INTEL CORP | $42.76万 | 0.09% | 9,689 | -4,050 | -29.5% | -$17.87万 | 减仓 |
| WMT | WALMART INC | $43.79万 | 0.09% | 3,523 | -201 | -5.4% | -$2.50万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $43.85万 | 0.09% | 4,024 | -497 | -11.0% | -$5.42万 | 减仓 |
| WFC | WELLS FARGO & CO | $44.88万 | 0.09% | 5,637 | 6 | 0.1% | $478 | 加仓 |
| NEE | NEXTERA ENERGY INC | $48.53万 | 0.10% | 5,225 | -432 | -7.6% | -$4.01万 | 减仓 |
| MRK | MERCK & CO INC | $49.56万 | 0.10% | 4,120 | -299 | -6.8% | -$3.60万 | 减仓 |
| BE | BLOOM ENERGY CORP | $49.83万 | 0.10% | 3,678 | -692 | -15.8% | -$9.38万 | 减仓 |
| ABBV | ABBVIE INC | $51.85万 | 0.10% | 2,384 | -74 | -3.0% | -$1.61万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $53.31万 | 0.11% | 1,909 | 779 | 68.9% | $21.75万 | 加仓 |
| ESLT | ELBIT SYS LTD | $55.19万 | 0.11% | 650 | -350 | -35.0% | -$29.72万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $60.03万 | 0.12% | 5,415 | -275 | -4.8% | -$3.05万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $63.09万 | 0.13% | 1,514 | -66 | -4.2% | -$2.75万 | 减仓 |
| INDA | ISHARES TR | $66.40万 | 0.13% | 14,176 | -102 | -0.7% | -$4,778 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $67.80万 | 0.14% | 3,376 | -121 | -3.5% | -$2.43万 | 减仓 |
| PFE | PFIZER INC | $76.25万 | 0.15% | 27,153 | 758 | 2.9% | $2.13万 | 加仓 |
| NLR | VANECK ETF TRUST | $76.62万 | 0.15% | 5,753 | 5,753 | — | $76.62万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $78.93万 | 0.16% | 7,208 | 284 | 4.1% | $3.11万 | 加仓 |
| EWZ | ISHARES INC | $82.95万 | 0.17% | 21,606 | -158,338 | -88.0% | -$607.86万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $87.95万 | 0.18% | 12,091 | -284 | -2.3% | -$2.07万 | 减仓 |
| SO | SOUTHERN CO | $92.38万 | 0.19% | 9,571 | -649 | -6.4% | -$6.26万 | 减仓 |
| SLB | SLB LIMITED | $92.81万 | 0.19% | 18,059 | 18,059 | — | $92.81万 | 新建仓 |
| WMB | WILLIAMS COS INC | $96.70万 | 0.20% | 13,286 | 197 | 1.5% | $1.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $102.61万 | 0.21% | 4,095 | -175 | -4.1% | -$4.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.90万 | 0.21% | 1,613 | -20 | -1.2% | -$1.30万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $109.54万 | 0.22% | 61,815 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $126.32万 | 0.26% | 7,879 | 1,901 | 31.8% | $30.48万 | 加仓 |
| V | VISA INC | $129.46万 | 0.26% | 4,283 | -103 | -2.3% | -$3.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $134.51万 | 0.27% | 2,251 | 168 | 8.1% | $10.04万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $134.99万 | 0.27% | 26,826 | -4,231 | -13.6% | -$21.29万 | 减仓 |
| HACK | AMPLIFY ETF TR | $140.34万 | 0.28% | 18,689 | 5,680 | 43.7% | $42.65万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $163.08万 | 0.33% | 75,431 | -2,299 | -3.0% | -$4.97万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $168.05万 | 0.34% | 3,215 | -28 | -0.9% | -$1.46万 | 减仓 |
| AVGO | BROADCOM INC | $180.91万 | 0.37% | 5,845 | -107 | -1.8% | -$3.31万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $187.65万 | 0.38% | 12,800 | -326 | -2.5% | -$4.78万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $189.59万 | 0.38% | 2,241 | -126 | -5.3% | -$10.66万 | 减仓 |
| USFR | WISDOMTREE TR | $197.26万 | 0.40% | 39,186 | 3,200 | 8.9% | $16.11万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $222.90万 | 0.45% | 6,815 | -65 | -0.9% | -$2.13万 | 减仓 |
| SNOW | SNOWFLAKE INC | $238.45万 | 0.48% | 15,810 | -75 | -0.5% | -$1.13万 | 减仓 |
| CSCO | CISCO SYS INC | $243.02万 | 0.49% | 31,321 | -1,403 | -4.3% | -$10.89万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $258.96万 | 0.52% | 12,120 | -1,290 | -9.6% | -$27.56万 | 减仓 |
| GOOG | ALPHABET INC | $280.28万 | 0.57% | 9,771 | -117 | -1.2% | -$3.36万 | 减仓 |
| WRBY | WARBY PARKER INC | $281.91万 | 0.57% | 133,799 | 88,619 | 196.1% | $186.72万 | 加仓 |
| HD | HOME DEPOT INC | $305.42万 | 0.62% | 9,286 | 42 | 0.5% | $1.38万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $307.69万 | 0.62% | 86,721 | 46 | 0.1% | $1,632 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $314.87万 | 0.64% | 15,478 | 329 | 2.2% | $6.69万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $323.96万 | 0.65% | 64,831 | 24,149 | 59.4% | $120.67万 | 加仓 |
| NFLX | NETFLIX INC. | $324.87万 | 0.66% | 33,788 | 620 | 1.9% | $5.96万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $341.40万 | 0.69% | 21,109 | 52 | 0.2% | $8,410 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $351.76万 | 0.71% | 71,250 | 341 | 0.5% | $1.68万 | 加仓 |
| EOG | EOG RES INC | $352.85万 | 0.71% | 24,407 | -205 | -0.8% | -$2.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $401.71万 | 0.81% | 19,416 | -328 | -1.7% | -$6.79万 | 减仓 |