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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $50.05万 | 0.01% | 21,638 | -2,218 | -9.3% | -$5.13万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $50.58万 | 0.01% | 6,407 | -2 | -0.0% | -$158 | 减仓 |
| HYG | ISHARES TR | $51.83万 | 0.01% | 6,481 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $51.90万 | 0.01% | 10,717 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $52.75万 | 0.01% | 1,035 | -59 | -5.4% | -$3.01万 | 减仓 |
| AFL | AFLAC INC | $54.24万 | 0.01% | 4,626 | -2 | -0.0% | -$235 | 减仓 |
| WELL | WELLTOWER INC | $54.45万 | 0.01% | 2,399 | -2 | -0.1% | -$454 | 减仓 |
| VOE | VANGUARD INDEX FDS | $54.71万 | 0.01% | 2,769 | 47 | 1.7% | $9,286 | 加仓 |
| VHT | VANGUARD WORLD FD | $55.20万 | 0.01% | 1,846 | -1,181 | -39.0% | -$35.31万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $55.82万 | 0.01% | 6,812 | 240 | 3.7% | $1.97万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $55.96万 | 0.01% | 4,792 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $56.14万 | 0.01% | 1,585 | 74 | 4.9% | $2.62万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $56.36万 | 0.01% | 2,366 | -1 | -0.0% | -$238 | 减仓 |
| QUAL | ISHARES TR | $56.81万 | 0.01% | 2,589 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $56.90万 | 0.01% | 10,714 | -606 | -5.4% | -$3.22万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $59.41万 | 0.01% | 1,603 | -4 | -0.2% | -$1,483 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $59.74万 | 0.01% | 10,860 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $60.08万 | 0.01% | 6,230 | 1,807 | 40.9% | $17.43万 | 加仓 |
| RACE | FERRARI N V | $60.87万 | 0.01% | 1,635 | -5 | -0.3% | -$1,861 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $62.12万 | 0.01% | 20,971 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $62.67万 | 0.01% | 12,834 | -9 | -0.1% | -$439 | 减仓 |
| WMB | WILLIAMS COS INC | $62.74万 | 0.01% | 8,439 | 1,592 | 23.3% | $11.83万 | 加仓 |
| MMM | 3M CO | $62.83万 | 0.01% | 3,880 | -209 | -5.1% | -$3.38万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $63.49万 | 0.01% | 5,719 | -1 | -0.0% | -$111 | 减仓 |
| IVW | ISHARES TR | $63.57万 | 0.01% | 4,622 | 486 | 11.8% | $6.68万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $66.43万 | 0.01% | 2,734 | -241 | -8.1% | -$5.86万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $68.49万 | 0.01% | 22,702 | -2,500 | -9.9% | -$7.54万 | 减仓 |
| WM | WASTE MGMT INC DEL | $68.70万 | 0.01% | 3,082 | -39 | -1.2% | -$8,694 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $68.98万 | 0.01% | 714 | 10 | 1.4% | $9,661 | 加仓 |
| CSGP | COSTAR GROUP INC | $70.64万 | 0.01% | 24,944 | -12,150 | -32.8% | -$34.41万 | 减仓 |
| IEUR | ISHARES TR | $71.22万 | 0.01% | 9,474 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $72.00万 | 0.01% | 10,020 | -76 | -0.8% | -$5,461 | 减仓 |
| RPM | RPM INTL INC | $74.56万 | 0.01% | 6,708 | -1 | -0.0% | -$111 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $75.36万 | 0.01% | 5,418 | -302 | -5.3% | -$4.20万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $77.82万 | 0.01% | 5,885 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $79.44万 | 0.01% | 6,901 | -36 | -0.5% | -$4,144 | 减仓 |
| RKLB | ROCKET LAB CORP | $81.41万 | 0.01% | 8,009 | -7,850 | -49.5% | -$79.80万 | 减仓 |
| HUM | HUMANA INC | $81.97万 | 0.01% | 2,059 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $87.44万 | 0.02% | 6,923 | -3 | -0.0% | -$379 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $90.11万 | 0.02% | 14,077 | -106,144 | -88.3% | -$679.43万 | 减仓 |
| GM | GENERAL MTRS CO | $90.11万 | 0.02% | 11,691 | 38 | 0.3% | $2,929 | 加仓 |
| IYY | ISHARES TR | $90.70万 | 0.02% | 4,976 | -460 | -8.5% | -$8.38万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $90.74万 | 0.02% | 897 | 134 | 17.6% | $13.56万 | 加仓 |
| TFC | TRUIST FINL CORP | $90.82万 | 0.02% | 18,229 | -7 | -0.0% | -$349 | 减仓 |
| MO | ALTRIA GROUP INC | $93.15万 | 0.02% | 12,766 | -3 | -0.0% | -$219 | 减仓 |
| BALL | BALL CORP | $95.48万 | 0.02% | 15,301 | -459 | -2.9% | -$2.86万 | 减仓 |
| FISV | FISERV INC | $95.87万 | 0.02% | 19,545 | -8,150 | -29.4% | -$39.98万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $95.87万 | 0.02% | 1,930 | 49 | 2.6% | $2.43万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.75万 | 0.02% | 2,022 | 46 | 2.3% | $2.20万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $102.42万 | 0.02% | 24,191 | -2,050 | -7.8% | -$8.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $105.06万 | 0.02% | 4,440 | 214 | 5.1% | $5.06万 | 加仓 |
| USB | US BANCORP | $105.63万 | 0.02% | 17,340 | -42 | -0.2% | -$2,559 | 减仓 |
| AGG | ISHARES TR | $107.31万 | 0.02% | 10,842 | 1,013 | 10.3% | $10.03万 | 加仓 |
| IAU | ISHARES GOLD TR | $109.43万 | 0.02% | 14,492 | 830 | 6.1% | $6.27万 | 加仓 |
| FFIV | F5 INC | $109.86万 | 0.02% | 2,641 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $110.29万 | 0.02% | 34,781 | -1,387 | -3.8% | -$4.40万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $111.16万 | 0.02% | 32,849 | 141 | 0.4% | $4,771 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $111.98万 | 0.02% | 12,214 | -2,574 | -17.4% | -$23.60万 | 减仓 |
| CTAS | CINTAS CORP | $114.60万 | 0.02% | 6,738 | -4,045 | -37.5% | -$68.80万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $114.92万 | 0.02% | 41,486 | -12,524 | -23.2% | -$34.69万 | 减仓 |
| PAYX | PAYCHEX INC | $119.39万 | 0.02% | 12,142 | 100 | 0.8% | $9,833 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $123.65万 | 0.02% | 20,653 | -18,425 | -47.1% | -$110.31万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $124.39万 | 0.02% | 9,996 | -32 | -0.3% | -$3,982 | 减仓 |
| CVS | CVS HEALTH CORP | $130.22万 | 0.02% | 12,588 | -131 | -1.0% | -$1.36万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $131.47万 | 0.02% | 15,263 | 1,079 | 7.6% | $9.29万 | 加仓 |
| WAB | WABTEC | $133.67万 | 0.02% | 4,958 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $135.05万 | 0.02% | 56,083 | -1,089 | -1.9% | -$2.62万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $135.19万 | 0.02% | 8,555 | -134 | -1.5% | -$2.12万 | 减仓 |
| AOA | ISHARES TR | $136.73万 | 0.02% | 14,009 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $138.50万 | 0.02% | 609 | 609 | — | $138.50万 | 新建仓 |
| BLK | BLACKROCK INC | $139.53万 | 0.02% | 1,451 | -15 | -1.0% | -$1.44万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $143.01万 | 0.03% | 16,728 | -3,560 | -17.5% | -$30.43万 | 减仓 |
| CPRT | COPART INC | $143.86万 | 0.03% | 51,031 | -114 | -0.2% | -$3,214 | 减仓 |
| — | BEAZER HOMES USA INC | $148.86万 | 0.03% | 53,068 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $150.09万 | 0.03% | 26,049 | -1,068 | -3.9% | -$6.15万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $154.89万 | 0.03% | 2,425 | 2,425 | — | $154.89万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $161.04万 | 0.03% | 44,572 | -3,025 | -6.4% | -$10.93万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $164.85万 | 0.03% | 18,167 | 609 | 3.5% | $5.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $164.94万 | 0.03% | 9,051 | -205 | -2.2% | -$3.74万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $167.97万 | 0.03% | 57,076 | -736 | -1.3% | -$2.17万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $169.82万 | 0.03% | 13,478 | -60 | -0.4% | -$7,560 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $170.29万 | 0.03% | 33,674 | -2,078 | -5.8% | -$10.51万 | 减仓 |
| EMR | EMERSON ELEC CO | $179.23万 | 0.03% | 12,521 | -165 | -1.3% | -$2.36万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $180.40万 | 0.03% | 11,921 | -3,442 | -22.4% | -$52.09万 | 减仓 |
| GLD | SPDR GOLD TR | $183.67万 | 0.03% | 4,986 | 5 | 0.1% | $1,842 | 加仓 |
| VTV | VANGUARD INDEX FDS | $184.57万 | 0.03% | 8,469 | 313 | 3.8% | $6.82万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $186.32万 | 0.03% | 8,259 | -71 | -0.9% | -$1.60万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $196.22万 | 0.03% | 10,299 | 776 | 8.1% | $14.78万 | 加仓 |
| FTV | FORTIVE CORP | $198.75万 | 0.03% | 32,533 | -11,101 | -25.4% | -$67.82万 | 减仓 |
| OMER | OMEROS CORP | $250.64万 | 0.04% | 263,556 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $254.47万 | 0.04% | 19,910 | -39 | -0.2% | -$4,985 | 减仓 |
| NKE | NIKE INC | $263.47万 | 0.05% | 63,642 | -151 | -0.2% | -$6,251 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $272.50万 | 0.05% | 75,151 | -3,168 | -4.0% | -$11.49万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $279.18万 | 0.05% | 16,975 | -7,362 | -30.3% | -$121.08万 | 减仓 |
| QCOM | QUALCOMM INC | $284.28万 | 0.05% | 15,384 | -2 | -0.0% | -$370 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $284.34万 | 0.05% | 19,460 | 82 | 0.4% | $1.20万 | 加仓 |
| SMH | VANECK ETF TRUST | $297.19万 | 0.05% | 4,531 | -282 | -5.9% | -$18.50万 | 减仓 |
| IWV | ISHARES TR | $302.22万 | 0.05% | 7,088 | -271 | -3.7% | -$11.55万 | 减仓 |
| BA | BOEING CO | $307.26万 | 0.05% | 14,194 | 119 | 0.8% | $2.58万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $310.27万 | 0.05% | 19,556 | -144 | -0.7% | -$2.28万 | 减仓 |