Badgley Phelps Wealth Managers, LLC
SEATTLE WA · SEC CIK 0001895362
$57.09亿2026Q2 申报市值
333持仓数
33.2%前十大占比 · 第一大 4.8%
22 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SMMD 新建仓+$2,561.09万
EWY 新建仓+$1,246.53万
MU 加仓+$1,143.66万
DAL 新建仓+$972.30万
HONA 新建仓+$972.23万
2026Q2 卖出最多 按季末市值估算
IWR 减仓-$1,881.12万
HON 减仓-$983.81万
PEG 减仓-$831.17万
GEHC 减仓-$679.43万
LRCX 减仓-$677.79万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.72亿 | 4.76% | 1,357,879 | 1,307 | 0.1% | $26.15万 | 加仓 |
| AAPL | APPLE INC | $2.49亿 | 4.37% | 861,390 | 5,838 | 0.7% | $168.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.41亿 | 4.23% | 647,049 | 3,693 | 0.6% | $137.76万 | 加仓 |
| EFA | ISHARES TR | $2.40亿 | 4.20% | 2,307,217 | 48,239 | 2.1% | $501.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.98亿 | 3.47% | 653,239 | -20,296 | -3.0% | -$615.21万 | 减仓 |
| AMZN | AMAZON COM INC | $1.54亿 | 2.69% | 645,446 | 2,875 | 0.4% | $68.52万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.52亿 | 2.65% | 2,538,203 | 52,240 | 2.1% | $311.82万 | 加仓 |
| IJH | ISHARES TR | $1.40亿 | 2.46% | 1,821,548 | 23,611 | 1.3% | $182.06万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.36亿 | 2.38% | 1,903,904 | 64,020 | 3.5% | $456.14万 | 加仓 |
| GOOG | ALPHABET INC | $1.16亿 | 2.03% | 327,319 | 8,975 | 2.8% | $317.11万 | 加仓 |
| GOOGL | ALPHABET INC | $1.11亿 | 1.95% | 311,229 | -7,587 | -2.4% | -$271.14万 | 减仓 |
| LLY | ELI LILLY & CO | $1.11亿 | 1.95% | 92,643 | -713 | -0.8% | -$85.52万 | 减仓 |
| IWO | ISHARES TR | $8,997.04万 | 1.58% | 228,374 | 4,226 | 1.9% | $166.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,989.51万 | 1.57% | 274,631 | -1,174 | -0.4% | -$38.43万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8,922.73万 | 1.56% | 205,801 | -15,633 | -7.1% | -$677.79万 | 减仓 |
| IWN | ISHARES TR | $8,802.45万 | 1.54% | 397,941 | 7,662 | 2.0% | $169.48万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,786.23万 | 1.54% | 1,489,697 | 26,291 | 1.8% | $155.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,475.02万 | 1.48% | 90,596 | 2,160 | 2.4% | $202.06万 | 加仓 |
| AVGO | BROADCOM INC | $7,797.80万 | 1.37% | 206,427 | 2,921 | 1.4% | $110.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,650.66万 | 1.34% | 152,894 | -819 | -0.5% | -$40.98万 | 减仓 |
| V | VISA INC | $6,957.19万 | 1.22% | 202,780 | 2,179 | 1.1% | $74.76万 | 加仓 |
| META | META PLATFORMS INC | $6,859.63万 | 1.20% | 121,778 | -156 | -0.1% | -$8.79万 | 减仓 |
| CAT | CATERPILLAR INC | $6,757.59万 | 1.18% | 63,457 | 2,861 | 4.7% | $304.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6,407.37万 | 1.12% | 187,888 | 13,338 | 7.6% | $454.85万 | 加仓 |
| IWD | ISHARES TR | $6,301.34万 | 1.10% | 259,924 | 8,422 | 3.3% | $204.17万 | 加仓 |
| IWF | ISHARES TR | $6,292.85万 | 1.10% | 506,793 | 36,305 | 7.7% | $450.80万 | 加仓 |
| AMAT | APPLIED MATLS INC | $5,975.41万 | 1.05% | 82,648 | -100 | -0.1% | -$7.23万 | 减仓 |
| MS | MORGAN STANLEY | $5,930.92万 | 1.04% | 283,722 | -6,014 | -2.1% | -$125.72万 | 减仓 |
| IWR | ISHARES TR | $5,727.39万 | 1.00% | 519,161 | -170,515 | -24.7% | -$1,881.12万 | 减仓 |
| VV | VANGUARD INDEX FDS | $5,583.70万 | 0.98% | 162,359 | 2,550 | 1.6% | $87.70万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,474.96万 | 0.96% | 623,005 | -17,605 | -2.7% | -$154.71万 | 减仓 |
| CSCO | CISCO SYS INC | $5,425.67万 | 0.95% | 461,916 | -7,125 | -1.5% | -$83.69万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $4,752.91万 | 0.83% | 768,830 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $4,384.98万 | 0.77% | 387,161 | -5,746 | -1.5% | -$65.08万 | 减仓 |
| LIN | LINDE PLC | $4,062.37万 | 0.71% | 78,282 | -3,396 | -4.2% | -$176.23万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,053.01万 | 0.71% | 190,488 | 16,003 | 9.2% | $340.50万 | 加仓 |
| VLO | VALERO ENERGY CORP | $4,048.80万 | 0.71% | 155,460 | -6,776 | -4.2% | -$176.47万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $4,017.80万 | 0.70% | 523,833 | 8,886 | 1.7% | $68.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,014.92万 | 0.70% | 158,087 | -2,857 | -1.8% | -$72.56万 | 减仓 |
| BAC | BANK OF AMER CORP | $3,935.14万 | 0.69% | 690,617 | 6,233 | 0.9% | $35.52万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,830.95万 | 0.67% | 128,603 | 873 | 0.7% | $26.01万 | 加仓 |
| IWP | ISHARES TR | $3,673.90万 | 0.64% | 250,932 | 3,882 | 1.6% | $56.84万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3,517.81万 | 0.62% | 35,965 | 662 | 1.9% | $64.75万 | 加仓 |
| IWM | ISHARES TR | $3,435.64万 | 0.60% | 114,350 | -19,152 | -14.3% | -$575.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,420.35万 | 0.60% | 29,632 | 9,908 | 50.2% | $1,143.66万 | 加仓 |
| TSLA | TESLA INC | $3,223.65万 | 0.56% | 76,644 | 4,843 | 6.7% | $203.70万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,166.74万 | 0.55% | 43,980 | 103 | 0.2% | $7.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,084.82万 | 0.54% | 210,367 | 2,717 | 1.3% | $39.84万 | 加仓 |
| HD | HOME DEPOT INC | $3,067.26万 | 0.54% | 86,970 | -3,445 | -3.8% | -$121.50万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,993.24万 | 0.52% | 167,933 | -26,042 | -13.4% | -$464.17万 | 减仓 |
| IWS | ISHARES TR | $2,982.90万 | 0.52% | 181,221 | 2,720 | 1.5% | $44.77万 | 加仓 |
| NI | NISOURCE INC | $2,962.39万 | 0.52% | 623,005 | -3,094 | -0.5% | -$14.71万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,941.59万 | 0.52% | 87,856 | 6,096 | 7.5% | $204.11万 | 加仓 |
| PLD | PROLOGIS INC. | $2,876.75万 | 0.50% | 212,353 | 191 | 0.1% | $2.59万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,865.60万 | 0.50% | 346,715 | 5,385 | 1.6% | $44.51万 | 加仓 |
| UNP | UNION PAC CORP | $2,770.95万 | 0.49% | 101,873 | 257 | 0.3% | $6.99万 | 加仓 |
| KO | COCA COLA CO | $2,728.97万 | 0.48% | 333,789 | -441 | -0.1% | -$3.61万 | 减仓 |
| CB | CHUBB LIMITED | $2,599.99万 | 0.46% | 76,083 | 788 | 1.0% | $26.93万 | 加仓 |
| SMMD | ISHARES TR | $2,561.09万 | 0.45% | 279,503 | 279,503 | — | $2,561.09万 | 新建仓 |
| GE | GE AEROSPACE | $2,517.76万 | 0.44% | 67,368 | 858 | 1.3% | $32.07万 | 加仓 |
| MCK | MCKESSON CORP | $2,349.76万 | 0.41% | 31,065 | 230 | 0.7% | $17.40万 | 加仓 |
| URI | UNITED RENTALS INC | $2,273.60万 | 0.40% | 20,069 | 287 | 1.5% | $32.51万 | 加仓 |
| NOW | SERVICENOW INC | $2,266.79万 | 0.40% | 228,323 | 4,874 | 2.2% | $48.39万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,213.93万 | 0.39% | 116,020 | -3,920 | -3.3% | -$74.80万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,159.86万 | 0.38% | 261,833 | 4,748 | 1.8% | $39.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,142.31万 | 0.38% | 129,241 | -1,279 | -1.0% | -$21.20万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,125.81万 | 0.37% | 42,374 | -2,117 | -4.8% | -$106.21万 | 减仓 |
| EOG | EOG RES INC | $2,093.91万 | 0.37% | 161,405 | -379 | -0.2% | -$4.92万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,052.27万 | 0.36% | 233,824 | 2,012 | 0.9% | $17.66万 | 加仓 |
| IWB | ISHARES TR | $2,006.91万 | 0.35% | 49,009 | -1,454 | -2.9% | -$59.54万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $1,998.76万 | 0.35% | 457,278 | 8,810 | 2.0% | $38.51万 | 加仓 |
| ETN | EATON CORP PLC | $1,961.52万 | 0.34% | 46,032 | 1,031 | 2.3% | $43.93万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,941.52万 | 0.34% | 65,136 | 7,743 | 13.5% | $230.80万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,926.67万 | 0.34% | 209,216 | 2,163 | 1.0% | $19.92万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,901.01万 | 0.33% | 326,098 | 6,707 | 2.1% | $39.10万 | 加仓 |
| PCAR | PACCAR INC | $1,886.45万 | 0.33% | 157,047 | -62 | -0.0% | -$7,447 | 减仓 |
| SYK | STRYKER CORPORATION | $1,867.01万 | 0.33% | 59,172 | -3,371 | -5.4% | -$106.36万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,842.12万 | 0.32% | 110,525 | -3,484 | -3.1% | -$58.07万 | 减仓 |
| MRK | MERCK & CO INC | $1,818.15万 | 0.32% | 140,620 | 9,121 | 6.9% | $117.93万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,807.68万 | 0.32% | 229,163 | 160 | 0.1% | $1.26万 | 加仓 |
| TJX | TJX COS INC NEW | $1,804.85万 | 0.32% | 119,132 | 4,396 | 3.8% | $66.60万 | 加仓 |
| ECL | ECOLAB INC | $1,719.67万 | 0.30% | 61,587 | 963 | 1.6% | $26.89万 | 加仓 |
| ORCL | ORACLE CORP | $1,708.42万 | 0.30% | 116,576 | -1,087 | -0.9% | -$15.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,707.14万 | 0.30% | 22,814 | -707 | -3.0% | -$52.90万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,699.71万 | 0.30% | 58,492 | 830 | 1.4% | $24.12万 | 加仓 |
| — | EXXON MOBIL CORP | $1,692.29万 | 0.30% | 123,778 | 3,503 | 2.9% | $47.89万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,630.91万 | 0.29% | 194,736 | -1,317 | -0.7% | -$11.03万 | 减仓 |
| CRM | SALESFORCE INC | $1,613.84万 | 0.28% | 102,773 | -3,547 | -3.3% | -$55.70万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,600.12万 | 0.28% | 46,472 | 750 | 1.6% | $25.82万 | 加仓 |
| MCD | MCDONALDS CORP | $1,591.21万 | 0.28% | 58,866 | -1,540 | -2.5% | -$41.63万 | 减仓 |
| GEV | GE VERNOVA INC | $1,586.45万 | 0.28% | 13,498 | 3,425 | 34.0% | $402.55万 | 加仓 |
| CCK | CROWN HLDGS INC | $1,566.81万 | 0.27% | 140,119 | -11,265 | -7.4% | -$125.96万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,545.74万 | 0.27% | 122,348 | 77 | 0.1% | $9,728 | 加仓 |
| APH | AMPHENOL CORP | $1,474.26万 | 0.26% | 83,503 | 12,566 | 17.7% | $221.85万 | 加仓 |
| GVI | ISHARES TR | $1,454.57万 | 0.25% | 137,101 | 13,780 | 11.2% | $146.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,453.73万 | 0.25% | 39,286 | -1,104 | -2.7% | -$40.85万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $1,444.73万 | 0.25% | 54,041 | 4,915 | 10.0% | $131.40万 | 加仓 |
| KKR | KKR & CO INC | $1,434.81万 | 0.25% | 156,331 | 977 | 0.6% | $8.97万 | 加仓 |
| DIS | DISNEY WALT CO | $1,425.96万 | 0.25% | 147,132 | 4,764 | 3.3% | $46.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,388.72万 | 0.24% | 49,384 | 1,529 | 3.2% | $43.00万 | 加仓 |