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 |
|---|---|---|---|---|---|---|---|---|
| WAT | WATERS CORP | $0 | 0.00% | 0 | -1,734 | -100.0% | -$51.64万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -4,400 | -100.0% | -$46.71万 | 清仓 |
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | -4,385 | -100.0% | -$42.53万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -897 | -100.0% | -$35.02万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,898 | -100.0% | -$26.95万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,434 | -100.0% | -$25.22万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -848 | -100.0% | -$25.05万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,190 | -100.0% | -$23.58万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -2,722 | -100.0% | -$22.79万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,625 | -100.0% | -$21.74万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -2,910 | -100.0% | -$21.06万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -8,038 | -100.0% | -$20.96万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -4,140 | -100.0% | -$20.96万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,494 | -100.0% | -$20.56万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -5,507 | -100.0% | -$20.50万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,841 | -100.0% | -$20.41万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,442 | -100.0% | -$20.39万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -10,060 | -100.0% | -$17.02万 | 清仓 |
| WIT | WIPRO LTD | $2.70万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC | $3.80万 | 0.00% | 40,000 | 40,000 | — | $3.80万 | 新建仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $5.61万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | RIVERVIEW BANCORP INC | $12.24万 | 0.00% | 22,547 | 0 | 0.0% | — | 不变 |
| NRDS | NERDWALLET INC | $14.97万 | 0.00% | 16,186 | -8,092 | -33.3% | -$7.49万 | 减仓 |
| ESGU | ISHARES TR | $20.13万 | 0.00% | 1,230 | 1,230 | — | $20.13万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $20.70万 | 0.00% | 4,108 | 4,108 | — | $20.70万 | 新建仓 |
| TTD | THE TRADE DESK INC | $20.78万 | 0.00% | 11,491 | 11,491 | — | $20.78万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.03万 | 0.00% | 1,537 | -1,271 | -45.3% | -$17.39万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $21.37万 | 0.00% | 1,251 | 1,251 | — | $21.37万 | 新建仓 |
| DON | WISDOMTREE TR | $21.57万 | 0.00% | 3,816 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $21.82万 | 0.00% | 1,222 | 1,222 | — | $21.82万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $22.15万 | 0.00% | 2,146 | 2,146 | — | $22.15万 | 新建仓 |
| VMI | VALMONT INDS INC | $22.27万 | 0.00% | 385 | 385 | — | $22.27万 | 新建仓 |
| USMV | ISHARES TR | $22.67万 | 0.00% | 2,350 | -291 | -11.0% | -$2.81万 | 减仓 |
| TIP | ISHARES TR | $23.02万 | 0.00% | 2,104 | 86 | 4.3% | $9,409 | 加仓 |
| PHM | PULTE GROUP INC | $23.04万 | 0.00% | 1,676 | -78 | -4.4% | -$1.07万 | 重新持有 |
| COR | CENCORA INC | $23.18万 | 0.00% | 819 | -130 | -13.7% | -$3.68万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $23.26万 | 0.00% | 636 | 636 | — | $23.26万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $23.30万 | 0.00% | 4,861 | 4,861 | — | $23.30万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $23.35万 | 0.00% | 1,300 | -26 | -2.0% | -$4,669 | 减仓 |
| SPYG | SPDR SERIES TRUST | $24.08万 | 0.00% | 2,024 | -842 | -29.4% | -$10.02万 | 减仓 |
| T | AT&T INC | $24.18万 | 0.00% | 11,683 | -1,363 | -10.4% | -$2.82万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $24.22万 | 0.00% | 2,655 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.53万 | 0.00% | 2,722 | 2,722 | — | $24.53万 | 新建仓 |
| PSA | PUBLIC STORAGE | $24.54万 | 0.00% | 771 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $24.59万 | 0.00% | 7,371 | 7,371 | — | $24.59万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $26.59万 | 0.00% | 7,948 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.96万 | 0.00% | 378 | 378 | — | $26.96万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $27.04万 | 0.00% | 5,242 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $27.10万 | 0.00% | 1,061 | -659 | -38.3% | -$16.83万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $27.21万 | 0.00% | 1,001 | 25 | 2.6% | $6,796 | 加仓 |
| BANR | BANNER CORP | $27.23万 | 0.00% | 4,099 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $28.08万 | 0.00% | 567 | -231 | -28.9% | -$11.44万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $28.24万 | 0.00% | 2,295 | -24,708 | -91.5% | -$304.03万 | 减仓 |
| WY | WEYERHAEUSER CO | $28.46万 | 0.00% | 11,890 | -1,057 | -8.2% | -$2.53万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $28.48万 | 0.00% | 5,864 | 155 | 2.7% | $7,527 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $28.74万 | 0.01% | 3,915 | 3,915 | — | $28.74万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $28.86万 | 0.01% | 5,175 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $29.11万 | 0.01% | 4,629 | -48 | -1.0% | -$3,019 | 减仓 |
| NVS | NOVARTIS AG | $29.24万 | 0.01% | 1,866 | 153 | 8.9% | $2.40万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.40万 | 0.01% | 5,206 | -26 | -0.5% | -$1,468 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $29.44万 | 0.01% | 5,915 | 729 | 14.1% | $3.63万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.47万 | 0.01% | 10,176 | -677 | -6.2% | -$1.96万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.62万 | 0.01% | 582 | -11 | -1.9% | -$5,598 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $30.28万 | 0.01% | 9,472 | -34 | -0.4% | -$1,087 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $30.40万 | 0.01% | 1,304 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $30.45万 | 0.01% | 2,725 | 22 | 0.8% | $2,459 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $30.64万 | 0.01% | 12,691 | 26 | 0.2% | $628 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $30.76万 | 0.01% | 7,207 | -103,928 | -93.5% | -$443.57万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $30.77万 | 0.01% | 6,866 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $31.12万 | 0.01% | 4,823 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.53万 | 0.01% | 1,321 | 1,321 | — | $32.53万 | 新建仓 |
| AZO | AUTOZONE INC | $32.60万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $33.19万 | 0.01% | 1,055 | 24 | 2.3% | $7,550 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $33.46万 | 0.01% | 17,732 | -7,450 | -29.6% | -$14.06万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.12万 | 0.01% | 9,282 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $34.12万 | 0.01% | 4,911 | -205 | -4.0% | -$1.42万 | 减仓 |
| EPAM | EPAM SYS INC | $34.24万 | 0.01% | 4,315 | -100 | -2.3% | -$7,935 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.55万 | 0.01% | 660 | 1 | 0.2% | $523 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $35.46万 | 0.01% | 722 | -1 | -0.1% | -$491 | 减仓 |
| SO | SOUTHERN CO | $36.18万 | 0.01% | 3,780 | -85 | -2.2% | -$8,136 | 减仓 |
| KLAC | KLA CORP | $36.51万 | 0.01% | 1,210 | 1,210 | — | $36.51万 | 新建仓 |
| MLPA | GLOBAL X FDS | $36.98万 | 0.01% | 6,967 | -470 | -6.3% | -$2.49万 | 减仓 |
| IYH | ISHARES TR | $37.03万 | 0.01% | 5,526 | -982 | -15.1% | -$6.58万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $37.33万 | 0.01% | 9,638 | -141,275 | -93.6% | -$547.16万 | 减仓 |
| ADI | ANALOG DEVICES INC | $37.69万 | 0.01% | 949 | -77 | -7.5% | -$3.06万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $38.80万 | 0.01% | 8,132 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $38.89万 | 0.01% | 9,387 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $39.06万 | 0.01% | 3,131 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $39.85万 | 0.01% | 1,644 | 90 | 5.8% | $2.18万 | 加仓 |
| IEMG | ISHARES INC | $39.92万 | 0.01% | 4,819 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $40.10万 | 0.01% | 1,096 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $43.70万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $44.14万 | 0.01% | 1,130 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.74万 | 0.01% | 1,526 | -137 | -8.2% | -$4.02万 | 减仓 |
| AYI | ACUITY INC | $46.94万 | 0.01% | 1,246 | -200 | -13.8% | -$7.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.04万 | 0.01% | 11,512 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $48.25万 | 0.01% | 7,861 | -15 | -0.2% | -$921 | 减仓 |
| ASML | ASML HLDG NV | $48.34万 | 0.01% | 243 | 30 | 14.1% | $5.97万 | 加仓 |
| IEFA | ISHARES TR | $48.66万 | 0.01% | 5,038 | 1,458 | 40.7% | $14.08万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $49.55万 | 0.01% | 6,105 | -102,411 | -94.4% | -$831.17万 | 减仓 |