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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $1,105.95万 | 0.22% | 112,416 | -16,852 | -13.0% | -$165.79万 | 减仓 |
| PEP | PEPSICO INC | $1,070.17万 | 0.21% | 68,914 | -34,157 | -33.1% | -$530.43万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,058.60万 | 0.21% | 26,700 | 673 | 2.6% | $26.68万 | 加仓 |
| TRMB | TRIMBLE INC | $1,014.20万 | 0.20% | 155,480 | 331 | 0.2% | $2.16万 | 加仓 |
| TMUS | T-MOBILE US INC | $948.90万 | 0.19% | 45,179 | 9,592 | 27.0% | $201.46万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $925.85万 | 0.18% | 150,913 | 111 | 0.1% | $6,810 | 加仓 |
| APH | AMPHENOL CORP | $898.01万 | 0.18% | 70,937 | 10,701 | 17.8% | $135.47万 | 加仓 |
| GEV | GE VERNOVA INC | $879.74万 | 0.18% | 10,073 | 9,589 | 1,981.2% | $837.47万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $878.44万 | 0.17% | 108,516 | 9,199 | 9.3% | $74.47万 | 加仓 |
| ADBE | ADOBE INC | $870.25万 | 0.17% | 35,801 | -12,192 | -25.4% | -$296.36万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $855.73万 | 0.17% | 120,221 | 10,040 | 9.1% | $71.46万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $828.80万 | 0.17% | 49,126 | 4,492 | 10.1% | $75.78万 | 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 |
| UBER | UBER TECHNOLOGIES INC | $765.55万 | 0.15% | 106,430 | 4,035 | 3.9% | $29.02万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $736.84万 | 0.15% | 11,919 | 441 | 3.8% | $27.26万 | 加仓 |
| IVV | ISHARES TR | $729.51万 | 0.15% | 11,168 | -125 | -1.1% | -$8.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.14% | 10 | -1 | -9.1% | -$71.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $712.18万 | 0.14% | 14,253 | -12,161 | -46.0% | -$607.65万 | 减仓 |
| MET | METLIFE INC | $702.02万 | 0.14% | 99,267 | 13,686 | 16.0% | $96.79万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $697.37万 | 0.14% | 111,135 | 1,423 | 1.3% | $8.93万 | 加仓 |
| CI | THE CIGNA GROUP | $689.02万 | 0.14% | 25,830 | 4,237 | 19.6% | $113.02万 | 加仓 |
| SPGI | S&P GLOBAL INC | $680.48万 | 0.14% | 15,998 | 2,376 | 17.4% | $101.06万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $667.59万 | 0.13% | 78,522 | 78,522 | — | $667.59万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $666.64万 | 0.13% | 19,724 | 15,303 | 346.1% | $517.22万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $648.98万 | 0.13% | 69,055 | -69,569 | -50.2% | -$653.81万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $615.01万 | 0.12% | 204,527 | 17,922 | 9.6% | $53.89万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $574.52万 | 0.11% | 21,232 | -12,094 | -36.3% | -$327.25万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $547.81万 | 0.11% | 44,617 | 40,950 | 1,116.7% | $502.78万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $542.42万 | 0.11% | 74,858 | -82,596 | -52.5% | -$598.49万 | 减仓 |
| EQIX | EQUINIX INC | $533.54万 | 0.11% | 5,443 | -896 | -14.1% | -$87.83万 | 减仓 |
| LEN | LENNAR CORP | $515.60万 | 0.10% | 59,374 | 13,749 | 30.1% | $119.40万 | 加仓 |
| AMGN | AMGEN INC | $504.41万 | 0.10% | 14,336 | -472 | -3.2% | -$16.61万 | 减仓 |
| SBUX | STARBUCKS CORP | $448.74万 | 0.09% | 50,088 | -11,029 | -18.0% | -$98.81万 | 减仓 |
| EEM | ISHARES TR | $441.63万 | 0.09% | 77,766 | -118,224 | -60.3% | -$671.39万 | 减仓 |
| VO | VANGUARD INDEX FDS | $434.04万 | 0.09% | 15,114 | 97 | 0.6% | $2.79万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $430.47万 | 0.09% | 45,921 | -15,120 | -24.8% | -$141.74万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $420.00万 | 0.08% | 24,337 | -37,426 | -60.6% | -$645.89万 | 减仓 |
| SDY | SPDR SERIES TRUST | $411.23万 | 0.08% | 28,178 | -17 | -0.1% | -$2,481 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $403.86万 | 0.08% | 27,003 | 3,162 | 13.3% | $47.29万 | 加仓 |
| IJR | ISHARES TR | $375.69万 | 0.07% | 30,222 | -287 | -0.9% | -$3.57万 | 减仓 |
| SYY | SYSCO CORP | $362.85万 | 0.07% | 50,869 | 914 | 1.8% | $6.52万 | 加仓 |
| LOW | LOWES COS INC | $346.65万 | 0.07% | 14,671 | 714 | 5.1% | $16.87万 | 加仓 |
| ITOT | ISHARES TR | $343.70万 | 0.07% | 24,131 | -480 | -2.0% | -$6.84万 | 减仓 |
| ABBV | ABBVIE INC | $339.61万 | 0.07% | 15,615 | 999 | 6.8% | $21.73万 | 加仓 |
| NKE | NIKE INC | $339.20万 | 0.07% | 63,793 | -10,240 | -13.8% | -$54.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $338.90万 | 0.07% | 11,204 | -92 | -0.8% | -$2.78万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $326.28万 | 0.06% | 208,221 | -26 | -0.0% | -$407 | 减仓 |
| DE | DEERE & CO | $313.47万 | 0.06% | 5,549 | -72 | -1.3% | -$4.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $307.06万 | 0.06% | 5,320 | -217 | -3.9% | -$12.52万 | 减仓 |
| VGT | VANGUARD WORLD FD | $305.64万 | 0.06% | 4,381 | -402 | -8.4% | -$28.05万 | 减仓 |
| ACWX | ISHARES TR | $304.05万 | 0.06% | 44,407 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $288.83万 | 0.06% | 19,700 | -228 | -1.1% | -$3.34万 | 减仓 |
| BA | BOEING CO | $280.14万 | 0.06% | 14,075 | 405 | 3.0% | $8.06万 | 加仓 |
| OMER | OMEROS CORP | $278.32万 | 0.06% | 263,556 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $272.76万 | 0.05% | 7,359 | 583 | 8.6% | $21.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $261.29万 | 0.05% | 4,373 | -562 | -11.4% | -$33.58万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $258.06万 | 0.05% | 78,319 | -11,318 | -12.6% | -$37.29万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $253.77万 | 0.05% | 19,378 | 5 | 0.0% | $655 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $252.15万 | 0.05% | 12,395 | -2,291 | -15.6% | -$46.61万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $241.55万 | 0.05% | 15,363 | -16,010 | -51.0% | -$251.73万 | 减仓 |
| FTV | FORTIVE CORP | $241.21万 | 0.05% | 43,634 | -65,752 | -60.1% | -$363.48万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $232.34万 | 0.05% | 39,078 | -209,439 | -84.3% | -$1,245.21万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $218.82万 | 0.04% | 19,949 | -5,200 | -20.7% | -$57.04万 | 减仓 |
| GLD | SPDR GOLD TR | $214.33万 | 0.04% | 4,981 | -93 | -1.8% | -$4.00万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $198.85万 | 0.04% | 10,028 | -689 | -6.4% | -$13.66万 | 减仓 |
| QCOM | QUALCOMM INC | $198.14万 | 0.04% | 15,386 | -112 | -0.7% | -$1.44万 | 减仓 |
| SMH | VANECK ETF TRUST | $184.54万 | 0.04% | 4,813 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $182.38万 | 0.04% | 10,783 | -38,667 | -78.2% | -$654.01万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $180.94万 | 0.04% | 35,752 | -490 | -1.4% | -$2.48万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $180.26万 | 0.04% | 17,558 | 2,224 | 14.5% | $22.83万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $172.31万 | 0.03% | 13,538 | -656 | -4.6% | -$8.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $170.60万 | 0.03% | 8,330 | 49 | 0.6% | $1.00万 | 加仓 |
| CPRT | COPART INC | $169.80万 | 0.03% | 51,145 | -2,668 | -5.0% | -$8.86万 | 减仓 |
| EMR | EMERSON ELEC CO | $166.21万 | 0.03% | 12,686 | 2,434 | 23.7% | $31.89万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $164.46万 | 0.03% | 27,117 | 3,200 | 13.4% | $19.41万 | 加仓 |
| PFE | PFIZER INC | $160.54万 | 0.03% | 57,172 | -637 | -1.1% | -$1.79万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $160.02万 | 0.03% | 8,156 | -1,056 | -11.5% | -$20.72万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $156.44万 | 0.03% | 20,288 | -185 | -0.9% | -$1.43万 | 减仓 |
| FISV | FISERV INC | $154.54万 | 0.03% | 27,695 | -32,631 | -54.1% | -$182.08万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $154.25万 | 0.03% | 9,256 | 599 | 6.9% | $9.98万 | 加仓 |
| CSGP | COSTAR GROUP INC | $149.64万 | 0.03% | 37,094 | -129,159 | -77.7% | -$521.03万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $148.23万 | 0.03% | 57,812 | -248 | -0.4% | -$6,359 | 减仓 |
| BLK | BLACKROCK INC | $141.00万 | 0.03% | 1,466 | -92 | -5.9% | -$8.85万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $138.41万 | 0.03% | 47,597 | -2,792 | -5.5% | -$8.12万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $133.67万 | 0.03% | 54,010 | 12,996 | 31.7% | $32.16万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $131.73万 | 0.03% | 26,241 | 3,258 | 14.2% | $16.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $128.68万 | 0.03% | 8,689 | -47 | -0.5% | -$6,961 | 减仓 |
| INTC | INTEL CORP | $127.07万 | 0.03% | 28,794 | 876 | 3.1% | $3.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $126.57万 | 0.03% | 9,523 | -379 | -3.8% | -$5.04万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $126.03万 | 0.03% | 14,788 | -2,567 | -14.8% | -$21.88万 | 减仓 |
| AOA | ISHARES TR | $123.97万 | 0.02% | 14,009 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $123.91万 | 0.02% | 4,958 | -19 | -0.4% | -$4,748 | 减仓 |
| IAU | ISHARES GOLD TR | $120.44万 | 0.02% | 13,662 | 3,526 | 34.8% | $31.09万 | 加仓 |
| ZTS | ZOETIS INC | $119.34万 | 0.02% | 10,096 | 76 | 0.8% | $8,984 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $110.96万 | 0.02% | 36,168 | 5,492 | 17.9% | $16.85万 | 加仓 |
| PAYX | PAYCHEX INC | $110.93万 | 0.02% | 12,042 | 706 | 6.2% | $6.50万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $103.26万 | 0.02% | 2,364 | -17 | -0.7% | -$7,425 | 减仓 |
| — | BEAZER HOMES USA INC | $102.10万 | 0.02% | 53,068 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $101.85万 | 0.02% | 15,859 | 702 | 4.6% | $4.51万 | 加仓 |
| AGG | ISHARES TR | $97.58万 | 0.02% | 9,829 | -450 | -4.4% | -$4.47万 | 减仓 |