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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $321.04万 | 0.06% | 42,181 | -2,226 | -5.0% | -$16.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $322.58万 | 0.06% | 4,697 | 324 | 7.4% | $22.25万 | 加仓 |
| LOW | LOWES COS INC | $326.44万 | 0.06% | 14,805 | 134 | 0.9% | $2.95万 | 加仓 |
| DE | DEERE & CO | $351.30万 | 0.06% | 5,524 | -25 | -0.5% | -$1.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $378.71万 | 0.07% | 5,137 | -183 | -3.4% | -$13.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $380.74万 | 0.07% | 11,256 | 52 | 0.5% | $1.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $386.40万 | 0.07% | 32,330 | -2,718 | -7.8% | -$32.49万 | 减仓 |
| ABBV | ABBVIE INC | $391.30万 | 0.07% | 15,550 | -65 | -0.4% | -$1.64万 | 减仓 |
| ITOT | ISHARES TR | $396.57万 | 0.07% | 24,141 | 10 | 0.0% | $1,643 | 加仓 |
| EEM | ISHARES TR | $414.76万 | 0.07% | 60,629 | -17,137 | -22.0% | -$117.23万 | 减仓 |
| SYY | SYSCO CORP | $420.53万 | 0.07% | 50,315 | -554 | -1.1% | -$4.63万 | 减仓 |
| SDY | SPDR SERIES TRUST | $425.55万 | 0.07% | 27,963 | -215 | -0.8% | -$3.27万 | 减仓 |
| IJR | ISHARES TR | $447.82万 | 0.08% | 30,195 | -27 | -0.1% | -$4,004 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $450.36万 | 0.08% | 42,363 | -3,558 | -7.7% | -$37.82万 | 减仓 |
| SBUX | STARBUCKS CORP | $486.43万 | 0.09% | 47,600 | -2,488 | -5.0% | -$25.43万 | 减仓 |
| VO | VANGUARD INDEX FDS | $490.14万 | 0.09% | 60,834 | 378 | 0.6% | $3.05万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $491.93万 | 0.09% | 219,513 | 11,292 | 5.4% | $25.31万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $500.46万 | 0.09% | 54,238 | -14,817 | -21.5% | -$136.72万 | 减仓 |
| AMGN | AMGEN INC | $519.39万 | 0.09% | 14,343 | 7 | 0.0% | $2,535 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $525.35万 | 0.09% | 54,656 | -20,202 | -27.0% | -$194.18万 | 减仓 |
| ADBE | ADOBE INC | $561.02万 | 0.10% | 27,364 | -8,437 | -23.6% | -$172.98万 | 减仓 |
| EQIX | EQUINIX INC | $564.35万 | 0.10% | 5,414 | -29 | -0.5% | -$3.02万 | 减仓 |
| LEN | LENNAR CORP | $570.83万 | 0.10% | 63,082 | 3,708 | 6.2% | $33.55万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $588.23万 | 0.10% | 11,453 | -2,800 | -19.6% | -$143.81万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $645.43万 | 0.11% | 129,292 | -10,000 | -7.2% | -$49.92万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 0.12% | 9 | -1 | -10.0% | -$74.89万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $679.07万 | 0.12% | 226,281 | 21,754 | 10.6% | $65.28万 | 加仓 |
| SPGI | S&P GLOBAL INC | $684.18万 | 0.12% | 16,799 | 801 | 5.0% | $32.62万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $731.05万 | 0.13% | 17,589 | -3,643 | -17.2% | -$151.41万 | 减仓 |
| CI | THE CIGNA GROUP | $746.13万 | 0.13% | 27,065 | 1,235 | 4.8% | $34.05万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $773.17万 | 0.14% | 66,270 | 13,563 | 25.7% | $158.24万 | 加仓 |
| TRMB | TRIMBLE INC | $805.79万 | 0.14% | 157,442 | 1,962 | 1.3% | $10.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $814.91万 | 0.14% | 112,931 | 6,501 | 6.1% | $46.91万 | 加仓 |
| TMUS | T-MOBILE US INC | $829.31万 | 0.15% | 49,443 | 4,264 | 9.4% | $71.52万 | 加仓 |
| RTX | RTX CORPORATION | $835.95万 | 0.15% | 44,060 | -13,470 | -23.4% | -$255.57万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $848.45万 | 0.15% | 89,179 | 10,657 | 13.6% | $101.39万 | 加仓 |
| IVV | ISHARES TR | $852.19万 | 0.15% | 11,379 | 211 | 1.9% | $15.80万 | 加仓 |
| PEP | PEPSICO INC | $852.89万 | 0.15% | 62,990 | -5,924 | -8.6% | -$80.21万 | 减仓 |
| MET | METLIFE INC | $853.35万 | 0.15% | 100,857 | 1,590 | 1.6% | $13.45万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $857.84万 | 0.15% | 12,168 | 249 | 2.1% | $17.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $866.15万 | 0.15% | 50,986 | 6,369 | 14.3% | $108.20万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $972.23万 | 0.17% | 43,977 | 43,977 | — | $972.23万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $972.30万 | 0.17% | 103,812 | 103,812 | — | $972.30万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,037.94万 | 0.18% | 26,100 | 1,942 | 8.0% | $77.23万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,079.21万 | 0.19% | 48,201 | -43,940 | -47.7% | -$983.81万 | 减仓 |
| NFLX | NETFLIX INC. | $1,200.68万 | 0.21% | 168,162 | 9,707 | 6.1% | $69.31万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,201.85万 | 0.21% | 26,943 | 243 | 0.9% | $10.84万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,207.22万 | 0.21% | 112,300 | -116 | -0.1% | -$1.25万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,221.07万 | 0.21% | 21,020 | 8,625 | 69.6% | $501.03万 | 加仓 |
| EWY | ISHARES INC | $1,246.53万 | 0.22% | 61,740 | 61,740 | — | $1,246.53万 | 新建仓 |
| INTC | INTEL CORP | $1,282.22万 | 0.22% | 91,830 | 63,036 | 218.9% | $880.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,388.72万 | 0.24% | 49,384 | 1,529 | 3.2% | $43.00万 | 加仓 |
| DIS | DISNEY WALT CO | $1,425.96万 | 0.25% | 147,132 | 4,764 | 3.3% | $46.17万 | 加仓 |
| KKR | KKR & CO INC | $1,434.81万 | 0.25% | 156,331 | 977 | 0.6% | $8.97万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $1,444.73万 | 0.25% | 54,041 | 4,915 | 10.0% | $131.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,453.73万 | 0.25% | 39,286 | -1,104 | -2.7% | -$40.85万 | 减仓 |
| GVI | ISHARES TR | $1,454.57万 | 0.25% | 137,101 | 13,780 | 11.2% | $146.20万 | 加仓 |
| APH | AMPHENOL CORP | $1,474.26万 | 0.26% | 83,503 | 12,566 | 17.7% | $221.85万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,545.74万 | 0.27% | 122,348 | 77 | 0.1% | $9,728 | 加仓 |
| CCK | CROWN HLDGS INC | $1,566.81万 | 0.27% | 140,119 | -11,265 | -7.4% | -$125.96万 | 减仓 |
| GEV | GE VERNOVA INC | $1,586.45万 | 0.28% | 13,498 | 3,425 | 34.0% | $402.55万 | 加仓 |
| MCD | MCDONALDS CORP | $1,591.21万 | 0.28% | 58,866 | -1,540 | -2.5% | -$41.63万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,600.12万 | 0.28% | 46,472 | 750 | 1.6% | $25.82万 | 加仓 |
| CRM | SALESFORCE INC | $1,613.84万 | 0.28% | 102,773 | -3,547 | -3.3% | -$55.70万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,630.91万 | 0.29% | 194,736 | -1,317 | -0.7% | -$11.03万 | 减仓 |
| — | EXXON MOBIL CORP | $1,692.29万 | 0.30% | 123,778 | 3,503 | 2.9% | $47.89万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,699.71万 | 0.30% | 58,492 | 830 | 1.4% | $24.12万 | 加仓 |
| 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 |
| ORCL | ORACLE CORP | $1,708.42万 | 0.30% | 116,576 | -1,087 | -0.9% | -$15.93万 | 减仓 |
| ECL | ECOLAB INC | $1,719.67万 | 0.30% | 61,587 | 963 | 1.6% | $26.89万 | 加仓 |
| TJX | TJX COS INC NEW | $1,804.85万 | 0.32% | 119,132 | 4,396 | 3.8% | $66.60万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,807.68万 | 0.32% | 229,163 | 160 | 0.1% | $1.26万 | 加仓 |
| MRK | MERCK & CO INC | $1,818.15万 | 0.32% | 140,620 | 9,121 | 6.9% | $117.93万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,842.12万 | 0.32% | 110,525 | -3,484 | -3.1% | -$58.07万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,867.01万 | 0.33% | 59,172 | -3,371 | -5.4% | -$106.36万 | 减仓 |
| PCAR | PACCAR INC | $1,886.45万 | 0.33% | 157,047 | -62 | -0.0% | -$7,447 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1,901.01万 | 0.33% | 326,098 | 6,707 | 2.1% | $39.10万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,926.67万 | 0.34% | 209,216 | 2,163 | 1.0% | $19.92万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,941.52万 | 0.34% | 65,136 | 7,743 | 13.5% | $230.80万 | 加仓 |
| ETN | EATON CORP PLC | $1,961.52万 | 0.34% | 46,032 | 1,031 | 2.3% | $43.93万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $1,998.76万 | 0.35% | 457,278 | 8,810 | 2.0% | $38.51万 | 加仓 |
| IWB | ISHARES TR | $2,006.91万 | 0.35% | 49,009 | -1,454 | -2.9% | -$59.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,052.27万 | 0.36% | 233,824 | 2,012 | 0.9% | $17.66万 | 加仓 |
| EOG | EOG RES INC | $2,093.91万 | 0.37% | 161,405 | -379 | -0.2% | -$4.92万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,125.81万 | 0.37% | 42,374 | -2,117 | -4.8% | -$106.21万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,142.31万 | 0.38% | 129,241 | -1,279 | -1.0% | -$21.20万 | 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 |
| DHR | DANAHER CORP DEL | $2,213.93万 | 0.39% | 116,020 | -3,920 | -3.3% | -$74.80万 | 减仓 |
| NOW | SERVICENOW INC | $2,266.79万 | 0.40% | 228,323 | 4,874 | 2.2% | $48.39万 | 加仓 |
| URI | UNITED RENTALS INC | $2,273.60万 | 0.40% | 20,069 | 287 | 1.5% | $32.51万 | 加仓 |
| MCK | MCKESSON CORP | $2,349.76万 | 0.41% | 31,065 | 230 | 0.7% | $17.40万 | 加仓 |
| GE | GE AEROSPACE | $2,517.76万 | 0.44% | 67,368 | 858 | 1.3% | $32.07万 | 加仓 |
| SMMD | ISHARES TR | $2,561.09万 | 0.45% | 279,503 | 279,503 | — | $2,561.09万 | 新建仓 |
| CB | CHUBB LIMITED | $2,599.99万 | 0.46% | 76,083 | 788 | 1.0% | $26.93万 | 加仓 |
| KO | COCA COLA CO | $2,728.97万 | 0.48% | 333,789 | -441 | -0.1% | -$3.61万 | 减仓 |
| UNP | UNION PAC CORP | $2,770.95万 | 0.49% | 101,873 | 257 | 0.3% | $6.99万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,865.60万 | 0.50% | 346,715 | 5,385 | 1.6% | $44.51万 | 加仓 |
| PLD | PROLOGIS INC. | $2,876.75万 | 0.50% | 212,353 | 191 | 0.1% | $2.59万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,941.59万 | 0.52% | 87,856 | 6,096 | 7.5% | $204.11万 | 加仓 |
| NI | NISOURCE INC | $2,962.39万 | 0.52% | 623,005 | -3,094 | -0.5% | -$14.71万 | 减仓 |