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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -21,308 | -100.0% | -$103.51万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -3,977 | -100.0% | -$64.41万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -8,080 | -100.0% | -$55.23万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -1,716 | -100.0% | -$25.96万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,050 | -100.0% | -$25.51万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,874 | -100.0% | -$24.96万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,972 | -100.0% | -$24.83万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,192 | -100.0% | -$24.47万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,351 | -100.0% | -$23.83万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -353 | -100.0% | -$23.79万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,707 | -100.0% | -$22.82万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -744 | -100.0% | -$22.41万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,156 | -100.0% | -$21.54万 | 清仓 |
| ING | ING GROEP N.V. | $0 | 0.00% | 0 | -7,600 | -100.0% | -$21.28万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -1,290 | -100.0% | -$20.98万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -10,279 | -100.0% | -$9.80万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$3.50万 | 清仓 |
| WIT | WIPRO LTD | $2.54万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | NAUTILUS BIOTECHNOLOGY INC | $11.64万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | RIVERVIEW BANCORP INC | $12.40万 | 0.00% | 22,547 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $17.02万 | 0.00% | 10,060 | 10,060 | — | $17.02万 | 新建仓 |
| DON | WISDOMTREE TR | $20.05万 | 0.00% | 3,816 | -648 | -14.5% | -$3.40万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $20.39万 | 0.00% | 4,442 | 4,442 | — | $20.39万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $20.41万 | 0.00% | 1,841 | -1,959 | -51.6% | -$21.72万 | 减仓 |
| GIS | GENERAL MILLS INC | $20.50万 | 0.00% | 5,507 | -622 | -10.1% | -$2.32万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $20.56万 | 0.00% | 2,494 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $20.88万 | 0.00% | 771 | 771 | — | $20.88万 | 新建仓 |
| TFLO | ISHARES TR | $20.96万 | 0.00% | 4,140 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $20.96万 | 0.00% | 8,038 | -117 | -1.4% | -$3,051 | 减仓 |
| KR | KROGER CO | $21.06万 | 0.00% | 2,910 | -1,245 | -30.0% | -$9.01万 | 重新持有 |
| AVLV | AMERICAN CENTY ETF TR | $21.40万 | 0.00% | 2,655 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $21.74万 | 0.00% | 4,625 | 4,625 | — | $21.74万 | 新建仓 |
| TIP | ISHARES TR | $22.27万 | 0.00% | 2,018 | -392 | -16.3% | -$4.33万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $22.79万 | 0.00% | 2,722 | 2,722 | — | $22.79万 | 新建仓 |
| GLW | CORNING INC | $23.38万 | 0.00% | 1,720 | 1,720 | — | $23.38万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $23.42万 | 0.00% | 5,242 | -5,242 | -50.0% | -$23.42万 | 减仓 |
| VPU | VANGUARD WORLD FD | $23.58万 | 0.00% | 1,190 | -1,820 | -60.5% | -$36.06万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $23.74万 | 0.00% | 5,175 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $23.78万 | 0.00% | 1,304 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $23.90万 | 0.00% | 1,326 | -809 | -37.9% | -$14.58万 | 减仓 |
| USMV | ISHARES TR | $24.49万 | 0.00% | 2,641 | -332 | -11.2% | -$3.08万 | 减仓 |
| EBAY | EBAY INC. | $24.60万 | 0.00% | 2,703 | -80 | -2.9% | -$7,282 | 减仓 |
| BANR | BANNER CORP | $24.87万 | 0.00% | 4,099 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $25.05万 | 0.00% | 848 | 25 | 3.0% | $7,384 | 加仓 |
| NRDS | NERDWALLET INC | $25.20万 | 0.01% | 24,278 | -8,000 | -24.8% | -$8.30万 | 减仓 |
| CLX | CLOROX CO DEL | $25.22万 | 0.01% | 2,434 | 548 | 29.1% | $5.68万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $25.56万 | 0.01% | 976 | 976 | — | $25.56万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $25.82万 | 0.01% | 5,186 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $26.17万 | 0.01% | 1,713 | 18 | 1.1% | $2,750 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.43万 | 0.01% | 4,823 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $26.47万 | 0.01% | 5,709 | 5,709 | — | $26.47万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $26.66万 | 0.01% | 7,948 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $26.95万 | 0.01% | 2,898 | -881 | -23.3% | -$8.19万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $27.07万 | 0.01% | 6,866 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $27.24万 | 0.01% | 10,853 | -500 | -4.4% | -$1.26万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $27.49万 | 0.01% | 4,677 | 4,677 | — | $27.49万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.63万 | 0.01% | 704 | 704 | — | $27.63万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $28.06万 | 0.01% | 2,866 | -1,260 | -30.5% | -$12.33万 | 减仓 |
| ASML | ASML HLDG NV | $28.13万 | 0.01% | 213 | 2 | 0.9% | $2,642 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $28.64万 | 0.01% | 798 | -663 | -45.4% | -$23.79万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $28.85万 | 0.01% | 1,130 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $29.59万 | 0.01% | 1,031 | 306 | 42.2% | $8.78万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.66万 | 0.01% | 5,232 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $29.81万 | 0.01% | 949 | 1 | 0.1% | $314 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $30.13万 | 0.01% | 723 | 3 | 0.4% | $1,250 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.57万 | 0.01% | 659 | -154 | -18.9% | -$7.14万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $30.74万 | 0.01% | 12,665 | 382 | 3.1% | $9,271 | 加仓 |
| WY | WEYERHAEUSER CO | $31.63万 | 0.01% | 12,947 | -464 | -3.5% | -$1.13万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $31.87万 | 0.01% | 9,506 | -1,987 | -17.3% | -$6.66万 | 减仓 |
| IEFA | ISHARES TR | $32.41万 | 0.01% | 3,580 | -157 | -4.2% | -$1.42万 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.64万 | 0.01% | 1,026 | 1,026 | — | $32.64万 | 新建仓 |
| IEMG | ISHARES INC | $33.61万 | 0.01% | 4,819 | 333 | 7.4% | $2.32万 | 加仓 |
| ITA | ISHARES TR | $33.99万 | 0.01% | 1,554 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $34.45万 | 0.01% | 102 | -1 | -1.0% | -$3,378 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $34.59万 | 0.01% | 3,131 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $34.85万 | 0.01% | 5,116 | -200 | -3.8% | -$1.36万 | 减仓 |
| OEF | ISHARES TR | $34.86万 | 0.01% | 1,096 | 47 | 4.5% | $1.49万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.02万 | 0.01% | 897 | 70 | 8.5% | $2.73万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.12万 | 0.01% | 9,282 | -2,425 | -20.7% | -$9.18万 | 减仓 |
| HUM | HUMANA INC | $35.88万 | 0.01% | 2,059 | -9 | -0.4% | -$1,568 | 减仓 |
| VXF | VANGUARD INDEX FDS | $36.52万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $36.81万 | 0.01% | 2,808 | 421 | 17.6% | $5.52万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $37.02万 | 0.01% | 8,132 | 221 | 2.8% | $1.01万 | 加仓 |
| SO | SOUTHERN CO | $37.31万 | 0.01% | 3,865 | 1,329 | 52.4% | $12.83万 | 加仓 |
| T | AT&T INC | $37.82万 | 0.01% | 13,046 | 13,046 | — | $37.82万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $39.23万 | 0.01% | 4,423 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $39.95万 | 0.01% | 9,387 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $40.06万 | 0.01% | 7,437 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $40.12万 | 0.01% | 6,508 | 982 | 17.8% | $6.05万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $40.46万 | 0.01% | 593 | -19 | -3.1% | -$1.30万 | 减仓 |
| AYI | ACUITY INC | $40.52万 | 0.01% | 1,446 | -86 | -5.6% | -$2.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $42.32万 | 0.01% | 11,512 | 0 | 0.0% | — | 不变 |
| UPRO | PROSHARES TR | $42.53万 | 0.01% | 4,385 | 1,385 | 46.2% | $13.43万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $46.00万 | 0.01% | 6,409 | 2 | 0.0% | $144 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $46.60万 | 0.01% | 6,572 | -133 | -2.0% | -$9,431 | 减仓 |
| MUB | ISHARES TR | $46.71万 | 0.01% | 4,400 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $46.78万 | 0.01% | 4,136 | -204 | -4.7% | -$2.31万 | 减仓 |
| WELL | WELLTOWER INC | $47.47万 | 0.01% | 2,401 | -170 | -6.6% | -$3.36万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $48.32万 | 0.01% | 1,663 | 260 | 18.5% | $7.55万 | 加仓 |