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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $338.90万 | 0.07% | 11,204 | -92 | -0.8% | -$2.78万 | 减仓 |
| NKE | NIKE INC | $339.20万 | 0.07% | 63,793 | -10,240 | -13.8% | -$54.45万 | 减仓 |
| ABBV | ABBVIE INC | $339.61万 | 0.07% | 15,615 | 999 | 6.8% | $21.73万 | 加仓 |
| ITOT | ISHARES TR | $343.70万 | 0.07% | 24,131 | -480 | -2.0% | -$6.84万 | 减仓 |
| LOW | LOWES COS INC | $346.65万 | 0.07% | 14,671 | 714 | 5.1% | $16.87万 | 加仓 |
| SYY | SYSCO CORP | $362.85万 | 0.07% | 50,869 | 914 | 1.8% | $6.52万 | 加仓 |
| IJR | ISHARES TR | $375.69万 | 0.07% | 30,222 | -287 | -0.9% | -$3.57万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $403.86万 | 0.08% | 27,003 | 3,162 | 13.3% | $47.29万 | 加仓 |
| SDY | SPDR SERIES TRUST | $411.23万 | 0.08% | 28,178 | -17 | -0.1% | -$2,481 | 减仓 |
| AMT | AMERICAN TOWER CORP | $420.00万 | 0.08% | 24,337 | -37,426 | -60.6% | -$645.89万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $430.47万 | 0.09% | 45,921 | -15,120 | -24.8% | -$141.74万 | 减仓 |
| VO | VANGUARD INDEX FDS | $434.04万 | 0.09% | 15,114 | 97 | 0.6% | $2.79万 | 加仓 |
| EEM | ISHARES TR | $441.63万 | 0.09% | 77,766 | -118,224 | -60.3% | -$671.39万 | 减仓 |
| SBUX | STARBUCKS CORP | $448.74万 | 0.09% | 50,088 | -11,029 | -18.0% | -$98.81万 | 减仓 |
| AMGN | AMGEN INC | $504.41万 | 0.10% | 14,336 | -472 | -3.2% | -$16.61万 | 减仓 |
| LEN | LENNAR CORP | $515.60万 | 0.10% | 59,374 | 13,749 | 30.1% | $119.40万 | 加仓 |
| EQIX | EQUINIX INC | $533.54万 | 0.11% | 5,443 | -896 | -14.1% | -$87.83万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $542.42万 | 0.11% | 74,858 | -82,596 | -52.5% | -$598.49万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $547.81万 | 0.11% | 44,617 | 40,950 | 1,116.7% | $502.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $574.52万 | 0.11% | 21,232 | -12,094 | -36.3% | -$327.25万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $615.01万 | 0.12% | 204,527 | 17,922 | 9.6% | $53.89万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $648.98万 | 0.13% | 69,055 | -69,569 | -50.2% | -$653.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $666.64万 | 0.13% | 19,724 | 15,303 | 346.1% | $517.22万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $667.59万 | 0.13% | 78,522 | 78,522 | — | $667.59万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $680.48万 | 0.14% | 15,998 | 2,376 | 17.4% | $101.06万 | 加仓 |
| CI | THE CIGNA GROUP | $689.02万 | 0.14% | 25,830 | 4,237 | 19.6% | $113.02万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $697.37万 | 0.14% | 111,135 | 1,423 | 1.3% | $8.93万 | 加仓 |
| MET | METLIFE INC | $702.02万 | 0.14% | 99,267 | 13,686 | 16.0% | $96.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $712.18万 | 0.14% | 14,253 | -12,161 | -46.0% | -$607.65万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.14% | 10 | -1 | -9.1% | -$71.81万 | 减仓 |
| IVV | ISHARES TR | $729.51万 | 0.15% | 11,168 | -125 | -1.1% | -$8.17万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $736.84万 | 0.15% | 11,919 | 441 | 3.8% | $27.26万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $765.55万 | 0.15% | 106,430 | 4,035 | 3.9% | $29.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $771.00万 | 0.15% | 52,707 | 50,762 | 2,609.9% | $742.55万 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $828.80万 | 0.17% | 49,126 | 4,492 | 10.1% | $75.78万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $855.73万 | 0.17% | 120,221 | 10,040 | 9.1% | $71.46万 | 加仓 |
| ADBE | ADOBE INC | $870.25万 | 0.17% | 35,801 | -12,192 | -25.4% | -$296.36万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $878.44万 | 0.17% | 108,516 | 9,199 | 9.3% | $74.47万 | 加仓 |
| GEV | GE VERNOVA INC | $879.74万 | 0.18% | 10,073 | 9,589 | 1,981.2% | $837.47万 | 加仓 |
| APH | AMPHENOL CORP | $898.01万 | 0.18% | 70,937 | 10,701 | 17.8% | $135.47万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $925.85万 | 0.18% | 150,913 | 111 | 0.1% | $6,810 | 加仓 |
| TMUS | T-MOBILE US INC | $948.90万 | 0.19% | 45,179 | 9,592 | 27.0% | $201.46万 | 加仓 |
| TRMB | TRIMBLE INC | $1,014.20万 | 0.20% | 155,480 | 331 | 0.2% | $2.16万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,058.60万 | 0.21% | 26,700 | 673 | 2.6% | $26.68万 | 加仓 |
| PEP | PEPSICO INC | $1,070.17万 | 0.21% | 68,914 | -34,157 | -33.1% | -$530.43万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,105.95万 | 0.22% | 112,416 | -16,852 | -13.0% | -$165.79万 | 减仓 |
| RTX | RTX CORPORATION | $1,109.75万 | 0.22% | 57,530 | -40,638 | -41.4% | -$783.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,113.66万 | 0.22% | 24,158 | 1,364 | 6.0% | $62.88万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,114.23万 | 0.22% | 57,393 | 10,378 | 22.1% | $201.48万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $1,115.03万 | 0.22% | 139,292 | 139,292 | — | $1,115.03万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,159.95万 | 0.23% | 47,855 | -1,942 | -3.9% | -$47.07万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,265.17万 | 0.25% | 127,730 | 2,679 | 2.1% | $26.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,295.76万 | 0.26% | 40,390 | -601 | -1.5% | -$19.28万 | 减仓 |
| GVI | ISHARES TR | $1,315.59万 | 0.26% | 123,321 | 13,201 | 12.0% | $140.83万 | 加仓 |
| DIS | DISNEY WALT CO | $1,372.14万 | 0.27% | 142,368 | 1,332 | 0.9% | $12.84万 | 加仓 |
| KKR | KKR & CO INC | $1,437.02万 | 0.29% | 155,354 | -2,259 | -1.4% | -$20.90万 | 减仓 |
| URI | UNITED RENTALS INC | $1,441.24万 | 0.29% | 19,782 | 207 | 1.1% | $15.08万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,465.62万 | 0.29% | 45,722 | 525 | 1.2% | $16.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,472.35万 | 0.29% | 196,053 | -948 | -0.5% | -$7.12万 | 减仓 |
| CCK | CROWN HLDGS INC | $1,517.62万 | 0.30% | 151,384 | -54,831 | -26.6% | -$549.68万 | 减仓 |
| NFLX | NETFLIX INC. | $1,523.54万 | 0.30% | 158,455 | 4,983 | 3.2% | $47.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,533.06万 | 0.31% | 23,521 | -6,362 | -21.3% | -$414.67万 | 减仓 |
| MRK | MERCK & CO INC | $1,592.46万 | 0.32% | 131,499 | 11,837 | 9.9% | $143.35万 | 加仓 |
| ETN | EATON CORP PLC | $1,609.55万 | 0.32% | 45,001 | 1,146 | 2.6% | $40.99万 | 加仓 |
| ECL | ECOLAB INC | $1,617.10万 | 0.32% | 60,624 | 528 | 0.9% | $14.08万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,704.09万 | 0.34% | 122,271 | -21 | -0.0% | -$2,927 | 减仓 |
| ORCL | ORACLE CORP | $1,730.94万 | 0.34% | 117,663 | -11,153 | -8.7% | -$164.07万 | 减仓 |
| IWB | ISHARES TR | $1,799.30万 | 0.36% | 50,463 | -740 | -1.4% | -$26.39万 | 减仓 |
| PCAR | PACCAR INC | $1,814.61万 | 0.36% | 157,109 | -977 | -0.6% | -$11.28万 | 减仓 |
| TJX | TJX COS INC NEW | $1,832.33万 | 0.36% | 114,736 | 2,650 | 2.4% | $42.32万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,855.71万 | 0.37% | 319,391 | 13,291 | 4.3% | $77.22万 | 加仓 |
| MCD | MCDONALDS CORP | $1,877.35万 | 0.37% | 60,406 | 185 | 0.3% | $5.75万 | 加仓 |
| GE | GE AEROSPACE | $1,890.44万 | 0.38% | 66,510 | -4,767 | -6.7% | -$135.49万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,911.31万 | 0.38% | 207,053 | 1,216 | 0.6% | $11.22万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,947.16万 | 0.39% | 257,085 | 1,618 | 0.6% | $12.25万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,977.49万 | 0.39% | 114,009 | -12,902 | -10.2% | -$223.79万 | 减仓 |
| CRM | SALESFORCE INC | $1,984.68万 | 0.40% | 106,320 | -6,815 | -6.0% | -$127.22万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,990.20万 | 0.40% | 57,662 | 1,153 | 2.0% | $39.80万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,000.36万 | 0.40% | 229,003 | 2,334 | 1.0% | $20.39万 | 加仓 |
| — | EXXON MOBIL CORP | $2,040.58万 | 0.41% | 120,275 | 4,808 | 4.2% | $81.57万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,048.74万 | 0.41% | 81,760 | 4,610 | 6.0% | $115.52万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,059.11万 | 0.41% | 62,543 | -16,690 | -21.1% | -$549.49万 | 减仓 |
| — | HONEYWELL INTL INC | $2,082.66万 | 0.41% | 92,141 | -398 | -0.4% | -$9.00万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,153.07万 | 0.43% | 231,812 | 2,657 | 1.2% | $24.68万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $2,158.93万 | 0.43% | 448,468 | 4,594 | 1.0% | $22.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,188.59万 | 0.44% | 44,491 | -7,858 | -15.0% | -$386.55万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,278.02万 | 0.45% | 119,940 | -20,107 | -14.4% | -$381.89万 | 减仓 |
| NOW | SERVICENOW INC | $2,336.16万 | 0.47% | 223,449 | -671 | -0.3% | -$7.02万 | 减仓 |
| EOG | EOG RES INC | $2,338.91万 | 0.47% | 161,784 | -743 | -0.5% | -$10.74万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,408.94万 | 0.48% | 43,877 | 1 | 0.0% | $549 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,461.27万 | 0.49% | 75,295 | -944 | -1.2% | -$30.86万 | 减仓 |
| UNP | UNION PAC CORP | $2,465.42万 | 0.49% | 101,616 | 1,471 | 1.5% | $35.69万 | 加仓 |
| KO | COCA COLA CO | $2,558.27万 | 0.51% | 334,230 | 2,289 | 0.7% | $17.52万 | 加仓 |
| IWS | ISHARES TR | $2,601.47万 | 0.52% | 178,501 | 6,562 | 3.8% | $95.63万 | 加仓 |
| TSLA | TESLA INC | $2,669.20万 | 0.53% | 71,801 | 4,748 | 7.1% | $176.51万 | 加仓 |
| MCK | MCKESSON CORP | $2,670.82万 | 0.53% | 30,835 | -198 | -0.6% | -$17.15万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,700.46万 | 0.54% | 130,520 | -476 | -0.4% | -$9.85万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,798.39万 | 0.56% | 174,550 | 2,189 | 1.3% | $35.09万 | 加仓 |
| PLD | PROLOGIS INC. | $2,804.36万 | 0.56% | 212,162 | -1,840 | -0.9% | -$24.32万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,824.51万 | 0.56% | 341,330 | 3,404 | 1.0% | $28.17万 | 加仓 |