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 |
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARES TR | $2,982.90万 | 0.52% | 181,221 | 2,720 | 1.5% | $44.77万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,993.24万 | 0.52% | 167,933 | -26,042 | -13.4% | -$464.17万 | 减仓 |
| HD | HOME DEPOT INC | $3,067.26万 | 0.54% | 86,970 | -3,445 | -3.8% | -$121.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,084.82万 | 0.54% | 210,367 | 2,717 | 1.3% | $39.84万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,166.74万 | 0.55% | 43,980 | 103 | 0.2% | $7.42万 | 加仓 |
| TSLA | TESLA INC | $3,223.65万 | 0.56% | 76,644 | 4,843 | 6.7% | $203.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,420.35万 | 0.60% | 29,632 | 9,908 | 50.2% | $1,143.66万 | 加仓 |
| IWM | ISHARES TR | $3,435.64万 | 0.60% | 114,350 | -19,152 | -14.3% | -$575.42万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3,517.81万 | 0.62% | 35,965 | 662 | 1.9% | $64.75万 | 加仓 |
| IWP | ISHARES TR | $3,673.90万 | 0.64% | 250,932 | 3,882 | 1.6% | $56.84万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,830.95万 | 0.67% | 128,603 | 873 | 0.7% | $26.01万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,935.14万 | 0.69% | 690,617 | 6,233 | 0.9% | $35.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,014.92万 | 0.70% | 158,087 | -2,857 | -1.8% | -$72.56万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $4,017.80万 | 0.70% | 523,833 | 8,886 | 1.7% | $68.16万 | 加仓 |
| VLO | VALERO ENERGY CORP | $4,048.80万 | 0.71% | 155,460 | -6,776 | -4.2% | -$176.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,053.01万 | 0.71% | 190,488 | 16,003 | 9.2% | $340.50万 | 加仓 |
| LIN | LINDE PLC | $4,062.37万 | 0.71% | 78,282 | -3,396 | -4.2% | -$176.23万 | 减仓 |
| WMT | WALMART INC | $4,384.98万 | 0.77% | 387,161 | -5,746 | -1.5% | -$65.08万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $4,752.91万 | 0.83% | 768,830 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $5,425.67万 | 0.95% | 461,916 | -7,125 | -1.5% | -$83.69万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $5,474.96万 | 0.96% | 623,005 | -17,605 | -2.7% | -$154.71万 | 减仓 |
| VV | VANGUARD INDEX FDS | $5,583.70万 | 0.98% | 162,359 | 2,550 | 1.6% | $87.70万 | 加仓 |
| IWR | ISHARES TR | $5,727.39万 | 1.00% | 519,161 | -170,515 | -24.7% | -$1,881.12万 | 减仓 |
| MS | MORGAN STANLEY | $5,930.92万 | 1.04% | 283,722 | -6,014 | -2.1% | -$125.72万 | 减仓 |
| AMAT | APPLIED MATLS INC | $5,975.41万 | 1.05% | 82,648 | -100 | -0.1% | -$7.23万 | 减仓 |
| IWF | ISHARES TR | $6,292.85万 | 1.10% | 506,793 | 36,305 | 7.7% | $450.80万 | 加仓 |
| IWD | ISHARES TR | $6,301.34万 | 1.10% | 259,924 | 8,422 | 3.3% | $204.17万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6,407.37万 | 1.12% | 187,888 | 13,338 | 7.6% | $454.85万 | 加仓 |
| CAT | CATERPILLAR INC | $6,757.59万 | 1.18% | 63,457 | 2,861 | 4.7% | $304.67万 | 加仓 |
| META | META PLATFORMS INC | $6,859.63万 | 1.20% | 121,778 | -156 | -0.1% | -$8.79万 | 减仓 |
| V | VISA INC | $6,957.19万 | 1.22% | 202,780 | 2,179 | 1.1% | $74.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,650.66万 | 1.34% | 152,894 | -819 | -0.5% | -$40.98万 | 减仓 |
| AVGO | BROADCOM INC | $7,797.80万 | 1.37% | 206,427 | 2,921 | 1.4% | $110.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,475.02万 | 1.48% | 90,596 | 2,160 | 2.4% | $202.06万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,786.23万 | 1.54% | 1,489,697 | 26,291 | 1.8% | $155.06万 | 加仓 |
| IWN | ISHARES TR | $8,802.45万 | 1.54% | 397,941 | 7,662 | 2.0% | $169.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $8,922.73万 | 1.56% | 205,801 | -15,633 | -7.1% | -$677.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,989.51万 | 1.57% | 274,631 | -1,174 | -0.4% | -$38.43万 | 减仓 |
| IWO | ISHARES TR | $8,997.04万 | 1.58% | 228,374 | 4,226 | 1.9% | $166.49万 | 加仓 |
| LLY | ELI LILLY & CO | $1.11亿 | 1.95% | 92,643 | -713 | -0.8% | -$85.52万 | 减仓 |
| GOOGL | ALPHABET INC | $1.11亿 | 1.95% | 311,229 | -7,587 | -2.4% | -$271.14万 | 减仓 |
| GOOG | ALPHABET INC | $1.16亿 | 2.03% | 327,319 | 8,975 | 2.8% | $317.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.36亿 | 2.38% | 1,903,904 | 64,020 | 3.5% | $456.14万 | 加仓 |
| IJH | ISHARES TR | $1.40亿 | 2.46% | 1,821,548 | 23,611 | 1.3% | $182.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.52亿 | 2.65% | 2,538,203 | 52,240 | 2.1% | $311.82万 | 加仓 |
| AMZN | AMAZON COM INC | $1.54亿 | 2.69% | 645,446 | 2,875 | 0.4% | $68.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.98亿 | 3.47% | 653,239 | -20,296 | -3.0% | -$615.21万 | 减仓 |
| EFA | ISHARES TR | $2.40亿 | 4.20% | 2,307,217 | 48,239 | 2.1% | $501.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.41亿 | 4.23% | 647,049 | 3,693 | 0.6% | $137.76万 | 加仓 |
| AAPL | APPLE INC | $2.49亿 | 4.37% | 861,390 | 5,838 | 0.7% | $168.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.72亿 | 4.76% | 1,357,879 | 1,307 | 0.1% | $26.15万 | 加仓 |