Badgley Phelps Wealth Managers, LLC
SEATTLE WA · SEC CIK 0001895362
$50.22亿2026Q1 申报市值
328持仓数
33.6%前十大占比 · 第一大 4.7%
15 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KRMN 新建仓+$1,115.03万
GEV 加仓+$837.47万
PLTR 重新持有+$742.55万
FWONK 新建仓+$667.59万
MU 加仓+$517.22万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$3,153.70万
IWM 减仓-$2,659.64万
VB 减仓-$2,417.26万
LRCX 减仓-$1,777.39万
MSFT 减仓-$1,583.44万
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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $49.66万 | 0.01% | 2,589 | -32 | -1.2% | -$6,138 | 减仓 |
| WMB | WILLIAMS COS INC | $49.83万 | 0.01% | 6,847 | -1,323 | -16.2% | -$9.63万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $50.16万 | 0.01% | 2,722 | -9 | -0.3% | -$1,659 | 减仓 |
| AFL | AFLAC INC | $50.77万 | 0.01% | 4,628 | 600 | 14.9% | $6.58万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $51.50万 | 0.01% | 10,717 | 6,387 | 147.5% | $30.69万 | 加仓 |
| HYG | ISHARES TR | $51.56万 | 0.01% | 6,481 | 4,000 | 161.2% | $31.82万 | 加仓 |
| WAT | WATERS CORP | $51.64万 | 0.01% | 1,734 | 1,734 | — | $51.64万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $51.86万 | 0.01% | 1,511 | 457 | 43.4% | $15.69万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $52.57万 | 0.01% | 1,607 | -13 | -0.8% | -$4,252 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $52.63万 | 0.01% | 10,860 | 0 | 0.0% | — | 不变 |
| HFWA | HERITAGE FINL CORP WASH | $54.52万 | 0.01% | 20,971 | -6,144 | -22.7% | -$15.97万 | 减仓 |
| APTV | APTIV PLC | $54.69万 | 0.01% | 7,876 | 10 | 0.1% | $694 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $55.39万 | 0.01% | 23,856 | 2,880 | 13.7% | $6.69万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $55.42万 | 0.01% | 2,367 | 1 | 0.0% | $234 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $55.48万 | 0.01% | 4,792 | 196 | 4.3% | $2.27万 | 加仓 |
| RACE | FERRARI N V | $55.51万 | 0.01% | 1,640 | 5 | 0.3% | $1,692 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $55.92万 | 0.01% | 5,720 | -4,702 | -45.1% | -$45.97万 | 减仓 |
| MMM | 3M CO | $59.38万 | 0.01% | 4,089 | 1,191 | 41.1% | $17.30万 | 加仓 |
| EPAM | EPAM SYS INC | $59.78万 | 0.01% | 4,415 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $61.42万 | 0.01% | 25,182 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $64.56万 | 0.01% | 763 | -9 | -1.2% | -$7,616 | 减仓 |
| VBR | VANGUARD INDEX FDS | $64.63万 | 0.01% | 2,975 | 584 | 24.4% | $12.69万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $66.07万 | 0.01% | 5,885 | -77 | -1.3% | -$8,645 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $66.12万 | 0.01% | 1,094 | 192 | 21.3% | $11.60万 | 加仓 |
| IEUR | ISHARES TR | $66.58万 | 0.01% | 9,474 | 198 | 2.1% | $1.39万 | 加仓 |
| RPM | RPM INTL INC | $66.69万 | 0.01% | 6,709 | 1 | 0.0% | $99 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.96万 | 0.01% | 1,976 | -388 | -16.4% | -$13.15万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $69.35万 | 0.01% | 11,320 | 4,260 | 60.3% | $26.10万 | 加仓 |
| IRM | IRON MTN INC DEL | $70.74万 | 0.01% | 6,926 | -169 | -2.4% | -$1.73万 | 减仓 |
| WM | WASTE MGMT INC DEL | $71.72万 | 0.01% | 3,121 | 348 | 12.5% | $8.00万 | 加仓 |
| FFIV | F5 INC | $76.41万 | 0.02% | 2,641 | -10 | -0.4% | -$2,893 | 减仓 |
| DG | DOLLAR GEN CORP | $82.36万 | 0.02% | 6,937 | 36 | 0.5% | $4,274 | 加仓 |
| VHT | VANGUARD WORLD FD | $82.43万 | 0.02% | 3,027 | -4,086 | -57.4% | -$111.27万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $83.81万 | 0.02% | 12,843 | -220 | -1.7% | -$1.44万 | 减仓 |
| TFC | TRUIST FINL CORP | $83.83万 | 0.02% | 18,236 | 477 | 2.7% | $2.19万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $83.99万 | 0.02% | 1,881 | -6 | -0.3% | -$2,679 | 减仓 |
| MO | ALTRIA GROUP INC | $85.57万 | 0.02% | 12,769 | 454 | 3.7% | $3.04万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $85.80万 | 0.02% | 5,720 | 250 | 4.6% | $3.75万 | 加仓 |
| IYY | ISHARES TR | $86.13万 | 0.02% | 5,436 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $86.81万 | 0.02% | 11,653 | 74 | 0.6% | $5,513 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $89.32万 | 0.02% | 25,202 | 658 | 2.7% | $2.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $90.88万 | 0.02% | 4,226 | -350 | -7.6% | -$7.53万 | 减仓 |
| USB | US BANCORP | $91.31万 | 0.02% | 17,382 | -363 | -2.0% | -$1.91万 | 减仓 |
| CVS | CVS HEALTH CORP | $91.35万 | 0.02% | 12,719 | 80 | 0.6% | $5,746 | 加仓 |
| BALL | BALL CORP | $93.16万 | 0.02% | 15,760 | -34 | -0.2% | -$2,010 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $95.28万 | 0.02% | 32,708 | -323 | -1.0% | -$9,409 | 减仓 |
| AGG | ISHARES TR | $97.58万 | 0.02% | 9,829 | -450 | -4.4% | -$4.47万 | 减仓 |
| RKLB | ROCKET LAB CORP | $101.85万 | 0.02% | 15,859 | 702 | 4.6% | $4.51万 | 加仓 |
| — | BEAZER HOMES USA INC | $102.10万 | 0.02% | 53,068 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $103.26万 | 0.02% | 2,364 | -17 | -0.7% | -$7,425 | 减仓 |
| PAYX | PAYCHEX INC | $110.93万 | 0.02% | 12,042 | 706 | 6.2% | $6.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $110.96万 | 0.02% | 36,168 | 5,492 | 17.9% | $16.85万 | 加仓 |
| ZTS | ZOETIS INC | $119.34万 | 0.02% | 10,096 | 76 | 0.8% | $8,984 | 加仓 |
| IAU | ISHARES GOLD TR | $120.44万 | 0.02% | 13,662 | 3,526 | 34.8% | $31.09万 | 加仓 |
| WAB | WABTEC | $123.91万 | 0.02% | 4,958 | -19 | -0.4% | -$4,748 | 减仓 |
| AOA | ISHARES TR | $123.97万 | 0.02% | 14,009 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $126.03万 | 0.03% | 14,788 | -2,567 | -14.8% | -$21.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $126.57万 | 0.03% | 9,523 | -379 | -3.8% | -$5.04万 | 减仓 |
| INTC | INTEL CORP | $127.07万 | 0.03% | 28,794 | 876 | 3.1% | $3.87万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $128.68万 | 0.03% | 8,689 | -47 | -0.5% | -$6,961 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $131.73万 | 0.03% | 26,241 | 3,258 | 14.2% | $16.36万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $133.67万 | 0.03% | 54,010 | 12,996 | 31.7% | $32.16万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $138.41万 | 0.03% | 47,597 | -2,792 | -5.5% | -$8.12万 | 减仓 |
| BLK | BLACKROCK INC | $141.00万 | 0.03% | 1,466 | -92 | -5.9% | -$8.85万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $148.23万 | 0.03% | 57,812 | -248 | -0.4% | -$6,359 | 减仓 |
| CSGP | COSTAR GROUP INC | $149.64万 | 0.03% | 37,094 | -129,159 | -77.7% | -$521.03万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $154.25万 | 0.03% | 9,256 | 599 | 6.9% | $9.98万 | 加仓 |
| FISV | FISERV INC | $154.54万 | 0.03% | 27,695 | -32,631 | -54.1% | -$182.08万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $156.44万 | 0.03% | 20,288 | -185 | -0.9% | -$1.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $160.02万 | 0.03% | 8,156 | -1,056 | -11.5% | -$20.72万 | 减仓 |
| PFE | PFIZER INC | $160.54万 | 0.03% | 57,172 | -637 | -1.1% | -$1.79万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $164.46万 | 0.03% | 27,117 | 3,200 | 13.4% | $19.41万 | 加仓 |
| EMR | EMERSON ELEC CO | $166.21万 | 0.03% | 12,686 | 2,434 | 23.7% | $31.89万 | 加仓 |
| CPRT | COPART INC | $169.80万 | 0.03% | 51,145 | -2,668 | -5.0% | -$8.86万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $170.60万 | 0.03% | 8,330 | 49 | 0.6% | $1.00万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $172.31万 | 0.03% | 13,538 | -656 | -4.6% | -$8.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $180.26万 | 0.04% | 17,558 | 2,224 | 14.5% | $22.83万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $180.94万 | 0.04% | 35,752 | -490 | -1.4% | -$2.48万 | 减仓 |
| CTAS | CINTAS CORP | $182.38万 | 0.04% | 10,783 | -38,667 | -78.2% | -$654.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $184.54万 | 0.04% | 4,813 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $198.14万 | 0.04% | 15,386 | -112 | -0.7% | -$1.44万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $198.85万 | 0.04% | 10,028 | -689 | -6.4% | -$13.66万 | 减仓 |
| GLD | SPDR GOLD TR | $214.33万 | 0.04% | 4,981 | -93 | -1.8% | -$4.00万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $218.82万 | 0.04% | 19,949 | -5,200 | -20.7% | -$57.04万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $232.34万 | 0.05% | 39,078 | -209,439 | -84.3% | -$1,245.21万 | 减仓 |
| FTV | FORTIVE CORP | $241.21万 | 0.05% | 43,634 | -65,752 | -60.1% | -$363.48万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $241.55万 | 0.05% | 15,363 | -16,010 | -51.0% | -$251.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $252.15万 | 0.05% | 12,395 | -2,291 | -15.6% | -$46.61万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $253.77万 | 0.05% | 19,378 | 5 | 0.0% | $655 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $258.06万 | 0.05% | 78,319 | -11,318 | -12.6% | -$37.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $261.29万 | 0.05% | 4,373 | -562 | -11.4% | -$33.58万 | 减仓 |
| IWV | ISHARES TR | $272.76万 | 0.05% | 7,359 | 583 | 8.6% | $21.61万 | 加仓 |
| OMER | OMEROS CORP | $278.32万 | 0.06% | 263,556 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $280.14万 | 0.06% | 14,075 | 405 | 3.0% | $8.06万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $288.83万 | 0.06% | 19,700 | -228 | -1.1% | -$3.34万 | 减仓 |
| ACWX | ISHARES TR | $304.05万 | 0.06% | 44,407 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $305.64万 | 0.06% | 4,381 | -402 | -8.4% | -$28.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $307.06万 | 0.06% | 5,320 | -217 | -3.9% | -$12.52万 | 减仓 |
| DE | DEERE & CO | $313.47万 | 0.06% | 5,549 | -72 | -1.3% | -$4.07万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $326.28万 | 0.06% | 208,221 | -26 | -0.0% | -$407 | 减仓 |