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 |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $38.61万 | 0.08% | 2,200 | -500 | -18.5% | -$8.77万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.57万 | 0.08% | 1,747 | -240 | -12.1% | -$5.16万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.74万 | 0.07% | 3,481 | -43 | -1.2% | -$4,415 | 减仓 |
| GE | GE AEROSPACE | $34.93万 | 0.07% | 1,231 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $34.64万 | 0.07% | 2,398 | -106 | -4.2% | -$1.53万 | 减仓 |
| NOBL | PROSHARES TR | $34.59万 | 0.07% | 3,263 | 16 | 0.5% | $1,696 | 加仓 |
| RKLB | ROCKET LAB CORP | $31.80万 | 0.06% | 4,951 | 1 | 0.0% | $64 | 加仓 |
| QQQ | INVESCO QQQ TR | $30.82万 | 0.06% | 534 | -108 | -16.8% | -$6.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $29.32万 | 0.06% | 4,786 | -372 | -7.2% | -$2.28万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $29.05万 | 0.06% | 1,000 | 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 |
| GEV | GE VERNOVA INC | $28.46万 | 0.06% | 326 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $28.09万 | 0.06% | 3,061 | -699 | -18.6% | -$6.41万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.47万 | 0.06% | 4,530 | -57 | -1.2% | -$3,457 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $26.71万 | 0.05% | 433 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $25.54万 | 0.05% | 1,238 | 10 | 0.8% | $2,063 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $25.48万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $25.10万 | 0.05% | 4,060 | 4,060 | — | $25.10万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $25.04万 | 0.05% | 2,545 | 2,545 | — | $25.04万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $24.20万 | 0.05% | 800 | -10 | -1.2% | -$3,025 | 减仓 |
| PEP | PEPSICO INC | $23.84万 | 0.05% | 1,535 | -18 | -1.2% | -$2,795 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.38万 | 0.05% | 6,180 | -800 | -11.5% | -$3.03万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $23.23万 | 0.05% | 465 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $21.27万 | 0.04% | 161 | 161 | — | $21.27万 | 新建仓 |
| BP | BP PLC | $21.15万 | 0.04% | 4,500 | 4,500 | — | $21.15万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.46万 | 0.04% | 5,326 | -14,788 | -73.5% | -$56.82万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $20.37万 | 0.04% | 1,800 | 1,800 | — | $20.37万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.28万 | 0.04% | 1,575 | -12 | -0.8% | -$1,545 | 减仓 |
| 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 |