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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $2,828.23万 | 0.56% | 82,748 | -379 | -0.5% | -$12.95万 | 减仓 |
| NI | NISOURCE INC | $2,921.38万 | 0.58% | 626,099 | 33,119 | 5.6% | $154.53万 | 加仓 |
| HD | HOME DEPOT INC | $2,973.67万 | 0.59% | 90,415 | -15,144 | -14.3% | -$498.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,999.30万 | 0.60% | 207,650 | 2,288 | 1.1% | $33.05万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3,160.47万 | 0.63% | 35,303 | -479 | -1.3% | -$42.88万 | 减仓 |
| IWP | ISHARES TR | $3,165.21万 | 0.63% | 247,050 | 6,731 | 2.8% | $86.24万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $3,266.79万 | 0.65% | 7,759 | -1,188 | -13.3% | -$500.19万 | 减仓 |
| IWM | ISHARES TR | $3,310.84万 | 0.66% | 133,502 | -107,244 | -44.5% | -$2,659.64万 | 减仓 |
| BAC | BANK AMERICA CORP | $3,336.37万 | 0.66% | 684,384 | -22,115 | -3.1% | -$107.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,348.71万 | 0.67% | 174,485 | 4,138 | 2.4% | $79.42万 | 加仓 |
| CSCO | CISCO SYS INC | $3,639.29万 | 0.72% | 469,041 | -8,535 | -1.8% | -$66.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,934.11万 | 0.78% | 160,944 | -27,687 | -14.7% | -$676.78万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $3,974.36万 | 0.79% | 514,947 | 1,434 | 0.3% | $11.07万 | 加仓 |
| VLO | VALERO ENERGY CORP | $4,008.52万 | 0.80% | 162,236 | 7,380 | 4.8% | $182.34万 | 加仓 |
| LIN | LINDE PLC | $4,049.27万 | 0.81% | 81,678 | -14,191 | -14.8% | -$703.53万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $4,213.96万 | 0.84% | 768,830 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $4,293.02万 | 0.85% | 60,596 | -11,001 | -15.4% | -$779.38万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,736.15万 | 0.94% | 221,434 | -83,100 | -27.3% | -$1,777.39万 | 减仓 |
| MS | MORGAN STANLEY | $4,768.19万 | 0.95% | 289,736 | -6,212 | -2.1% | -$102.23万 | 减仓 |
| VV | VANGUARD INDEX FDS | $4,775.90万 | 0.95% | 159,809 | 1,369 | 0.9% | $40.91万 | 加仓 |
| WMT | WALMART INC | $4,892.44万 | 0.97% | 392,907 | -16,760 | -4.1% | -$208.69万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,903.23万 | 0.98% | 640,610 | -5,018 | -0.8% | -$38.41万 | 减仓 |
| IWF | ISHARES TR | $5,015.38万 | 1.00% | 117,622 | -2,062 | -1.7% | -$87.92万 | 减仓 |
| IWD | ISHARES TR | $5,373.84万 | 1.07% | 251,502 | -32,778 | -11.5% | -$700.37万 | 减仓 |
| V | VISA INC | $6,062.96万 | 1.21% | 200,601 | -2,424 | -1.2% | -$73.26万 | 减仓 |
| AVGO | BROADCOM INC | $6,298.72万 | 1.25% | 203,506 | 16,604 | 8.9% | $513.91万 | 加仓 |
| IWR | ISHARES TR | $6,705.72万 | 1.34% | 689,676 | 5,415 | 0.8% | $52.65万 | 加仓 |
| META | META PLATFORMS INC | $6,976.21万 | 1.39% | 121,934 | -9,516 | -7.2% | -$544.44万 | 减仓 |
| IWO | ISHARES TR | $7,034.00万 | 1.40% | 224,148 | 1,127 | 0.5% | $35.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,365.93万 | 1.47% | 153,713 | 4,342 | 2.9% | $208.07万 | 加仓 |
| IWN | ISHARES TR | $7,399.30万 | 1.47% | 390,279 | 3,587 | 0.9% | $68.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,113.08万 | 1.62% | 275,805 | -45,797 | -14.2% | -$1,347.16万 | 减仓 |
| LLY | ELI LILLY & CO | $8,586.63万 | 1.71% | 93,356 | -10,160 | -9.8% | -$934.49万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,714.59万 | 1.74% | 1,463,406 | 6,263 | 0.4% | $37.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,812.07万 | 1.75% | 88,436 | -2,598 | -2.9% | -$258.87万 | 减仓 |
| GOOG | ALPHABET INC | $9,132.03万 | 1.82% | 318,344 | -10,283 | -3.1% | -$294.98万 | 减仓 |
| GOOGL | ALPHABET INC | $9,167.87万 | 1.83% | 318,816 | -44,267 | -12.2% | -$1,272.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.18亿 | 2.35% | 1,839,884 | 17,436 | 1.0% | $111.73万 | 加仓 |
| IJH | ISHARES TR | $1.21亿 | 2.42% | 1,797,937 | 10,134 | 0.6% | $68.43万 | 加仓 |
| AMZN | AMAZON COM INC | $1.34亿 | 2.66% | 642,571 | -28,461 | -4.2% | -$592.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.34亿 | 2.68% | 2,485,963 | 69,524 | 2.9% | $375.78万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.76亿 | 3.51% | 673,535 | -92,290 | -12.1% | -$2,417.26万 | 减仓 |
| AAPL | APPLE INC | $2.17亿 | 4.32% | 855,552 | -124,264 | -12.7% | -$3,153.70万 | 减仓 |
| EFA | ISHARES TR | $2.19亿 | 4.37% | 2,258,978 | -2,792 | -0.1% | -$27.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.37亿 | 4.71% | 1,356,572 | -33,481 | -2.4% | -$583.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.38亿 | 4.74% | 643,356 | -42,776 | -6.2% | -$1,583.44万 | 减仓 |