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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $1,282.22万 | 0.22% | 91,830 | 63,036 | 218.9% | $880.17万 | 加仓 |
| EWY | ISHARES INC | $1,246.53万 | 0.22% | 61,740 | 61,740 | — | $1,246.53万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,221.07万 | 0.21% | 21,020 | 8,625 | 69.6% | $501.03万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,207.22万 | 0.21% | 112,300 | -116 | -0.1% | -$1.25万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,201.85万 | 0.21% | 26,943 | 243 | 0.9% | $10.84万 | 加仓 |
| NFLX | NETFLIX INC. | $1,200.68万 | 0.21% | 168,162 | 9,707 | 6.1% | $69.31万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,079.21万 | 0.19% | 48,201 | -43,940 | -47.7% | -$983.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,037.94万 | 0.18% | 26,100 | 1,942 | 8.0% | $77.23万 | 加仓 |
| DAL | DELTA AIR LINES INC | $972.30万 | 0.17% | 103,812 | 103,812 | — | $972.30万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $972.23万 | 0.17% | 43,977 | 43,977 | — | $972.23万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $866.15万 | 0.15% | 50,986 | 6,369 | 14.3% | $108.20万 | 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 |
| MET | METLIFE INC | $853.35万 | 0.15% | 100,857 | 1,590 | 1.6% | $13.45万 | 加仓 |
| PEP | PEPSICO INC | $852.89万 | 0.15% | 62,990 | -5,924 | -8.6% | -$80.21万 | 减仓 |
| IVV | ISHARES TR | $852.19万 | 0.15% | 11,379 | 211 | 1.9% | $15.80万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $848.45万 | 0.15% | 89,179 | 10,657 | 13.6% | $101.39万 | 加仓 |
| RTX | RTX CORPORATION | $835.95万 | 0.15% | 44,060 | -13,470 | -23.4% | -$255.57万 | 减仓 |
| TMUS | T-MOBILE US INC | $829.31万 | 0.15% | 49,443 | 4,264 | 9.4% | $71.52万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $814.91万 | 0.14% | 112,931 | 6,501 | 6.1% | $46.91万 | 加仓 |
| TRMB | TRIMBLE INC | $805.79万 | 0.14% | 157,442 | 1,962 | 1.3% | $10.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $773.17万 | 0.14% | 66,270 | 13,563 | 25.7% | $158.24万 | 加仓 |
| CI | THE CIGNA GROUP | $746.13万 | 0.13% | 27,065 | 1,235 | 4.8% | $34.05万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $731.05万 | 0.13% | 17,589 | -3,643 | -17.2% | -$151.41万 | 减仓 |
| SPGI | S&P GLOBAL INC | $684.18万 | 0.12% | 16,799 | 801 | 5.0% | $32.62万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $679.07万 | 0.12% | 226,281 | 21,754 | 10.6% | $65.28万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 0.12% | 9 | -1 | -10.0% | -$74.89万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $645.43万 | 0.11% | 129,292 | -10,000 | -7.2% | -$49.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $588.23万 | 0.10% | 11,453 | -2,800 | -19.6% | -$143.81万 | 减仓 |
| LEN | LENNAR CORP | $570.83万 | 0.10% | 63,082 | 3,708 | 6.2% | $33.55万 | 加仓 |
| EQIX | EQUINIX INC | $564.35万 | 0.10% | 5,414 | -29 | -0.5% | -$3.02万 | 减仓 |
| ADBE | ADOBE INC | $561.02万 | 0.10% | 27,364 | -8,437 | -23.6% | -$172.98万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $525.35万 | 0.09% | 54,656 | -20,202 | -27.0% | -$194.18万 | 减仓 |
| AMGN | AMGEN INC | $519.39万 | 0.09% | 14,343 | 7 | 0.0% | $2,535 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $500.46万 | 0.09% | 54,238 | -14,817 | -21.5% | -$136.72万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $491.93万 | 0.09% | 219,513 | 11,292 | 5.4% | $25.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $490.14万 | 0.09% | 60,834 | 378 | 0.6% | $3.05万 | 加仓 |
| SBUX | STARBUCKS CORP | $486.43万 | 0.09% | 47,600 | -2,488 | -5.0% | -$25.43万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $450.36万 | 0.08% | 42,363 | -3,558 | -7.7% | -$37.82万 | 减仓 |
| IJR | ISHARES TR | $447.82万 | 0.08% | 30,195 | -27 | -0.1% | -$4,004 | 减仓 |
| SDY | SPDR SERIES TRUST | $425.55万 | 0.07% | 27,963 | -215 | -0.8% | -$3.27万 | 减仓 |
| SYY | SYSCO CORP | $420.53万 | 0.07% | 50,315 | -554 | -1.1% | -$4.63万 | 减仓 |
| EEM | ISHARES TR | $414.76万 | 0.07% | 60,629 | -17,137 | -22.0% | -$117.23万 | 减仓 |
| ITOT | ISHARES TR | $396.57万 | 0.07% | 24,141 | 10 | 0.0% | $1,643 | 加仓 |
| ABBV | ABBVIE INC | $391.30万 | 0.07% | 15,550 | -65 | -0.4% | -$1.64万 | 减仓 |
| VGT | VANGUARD WORLD FD | $386.40万 | 0.07% | 32,330 | -2,718 | -7.8% | -$32.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $380.74万 | 0.07% | 11,256 | 52 | 0.5% | $1.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $378.71万 | 0.07% | 5,137 | -183 | -3.4% | -$13.49万 | 减仓 |
| DE | DEERE & CO | $351.30万 | 0.06% | 5,524 | -25 | -0.5% | -$1.59万 | 减仓 |
| LOW | LOWES COS INC | $326.44万 | 0.06% | 14,805 | 134 | 0.9% | $2.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $322.58万 | 0.06% | 4,697 | 324 | 7.4% | $22.25万 | 加仓 |
| ACWX | ISHARES TR | $321.04万 | 0.06% | 42,181 | -2,226 | -5.0% | -$16.94万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $310.27万 | 0.05% | 19,556 | -144 | -0.7% | -$2.28万 | 减仓 |
| BA | BOEING CO | $307.26万 | 0.05% | 14,194 | 119 | 0.8% | $2.58万 | 加仓 |
| IWV | ISHARES TR | $302.22万 | 0.05% | 7,088 | -271 | -3.7% | -$11.55万 | 减仓 |
| SMH | VANECK ETF TRUST | $297.19万 | 0.05% | 4,531 | -282 | -5.9% | -$18.50万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $284.34万 | 0.05% | 19,460 | 82 | 0.4% | $1.20万 | 加仓 |
| QCOM | QUALCOMM INC | $284.28万 | 0.05% | 15,384 | -2 | -0.0% | -$370 | 减仓 |
| AMT | AMERICAN TOWER CORP | $279.18万 | 0.05% | 16,975 | -7,362 | -30.3% | -$121.08万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $272.50万 | 0.05% | 75,151 | -3,168 | -4.0% | -$11.49万 | 减仓 |
| NKE | NIKE INC | $263.47万 | 0.05% | 63,642 | -151 | -0.2% | -$6,251 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $254.47万 | 0.04% | 19,910 | -39 | -0.2% | -$4,985 | 减仓 |
| OMER | OMEROS CORP | $250.64万 | 0.04% | 263,556 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $198.75万 | 0.03% | 32,533 | -11,101 | -25.4% | -$67.82万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $196.22万 | 0.03% | 10,299 | 776 | 8.1% | $14.78万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $186.32万 | 0.03% | 8,259 | -71 | -0.9% | -$1.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $184.57万 | 0.03% | 8,469 | 313 | 3.8% | $6.82万 | 加仓 |
| GLD | SPDR GOLD TR | $183.67万 | 0.03% | 4,986 | 5 | 0.1% | $1,842 | 加仓 |
| BDX | BECTON DICKINSON & CO | $180.40万 | 0.03% | 11,921 | -3,442 | -22.4% | -$52.09万 | 减仓 |
| EMR | EMERSON ELEC CO | $179.23万 | 0.03% | 12,521 | -165 | -1.3% | -$2.36万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $170.29万 | 0.03% | 33,674 | -2,078 | -5.8% | -$10.51万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $169.82万 | 0.03% | 13,478 | -60 | -0.4% | -$7,560 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $167.97万 | 0.03% | 57,076 | -736 | -1.3% | -$2.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $164.94万 | 0.03% | 9,051 | -205 | -2.2% | -$3.74万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $164.85万 | 0.03% | 18,167 | 609 | 3.5% | $5.53万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $161.04万 | 0.03% | 44,572 | -3,025 | -6.4% | -$10.93万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $154.89万 | 0.03% | 2,425 | 2,425 | — | $154.89万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $150.09万 | 0.03% | 26,049 | -1,068 | -3.9% | -$6.15万 | 减仓 |
| — | BEAZER HOMES USA INC | $148.86万 | 0.03% | 53,068 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $143.86万 | 0.03% | 51,031 | -114 | -0.2% | -$3,214 | 减仓 |
| VXUS | VANGUARD STAR FDS | $143.01万 | 0.03% | 16,728 | -3,560 | -17.5% | -$30.43万 | 减仓 |
| BLK | BLACKROCK INC | $139.53万 | 0.02% | 1,451 | -15 | -1.0% | -$1.44万 | 减仓 |
| SNDK | SANDISK CORP | $138.50万 | 0.02% | 609 | 609 | — | $138.50万 | 新建仓 |
| AOA | ISHARES TR | $136.73万 | 0.02% | 14,009 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $135.19万 | 0.02% | 8,555 | -134 | -1.5% | -$2.12万 | 减仓 |
| PFE | PFIZER INC | $135.05万 | 0.02% | 56,083 | -1,089 | -1.9% | -$2.62万 | 减仓 |
| WAB | WABTEC | $133.67万 | 0.02% | 4,958 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $131.47万 | 0.02% | 15,263 | 1,079 | 7.6% | $9.29万 | 加仓 |
| CVS | CVS HEALTH CORP | $130.22万 | 0.02% | 12,588 | -131 | -1.0% | -$1.36万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $124.39万 | 0.02% | 9,996 | -32 | -0.3% | -$3,982 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $123.65万 | 0.02% | 20,653 | -18,425 | -47.1% | -$110.31万 | 减仓 |
| PAYX | PAYCHEX INC | $119.39万 | 0.02% | 12,142 | 100 | 0.8% | $9,833 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $114.92万 | 0.02% | 41,486 | -12,524 | -23.2% | -$34.69万 | 减仓 |
| CTAS | CINTAS CORP | $114.60万 | 0.02% | 6,738 | -4,045 | -37.5% | -$68.80万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $111.98万 | 0.02% | 12,214 | -2,574 | -17.4% | -$23.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $111.16万 | 0.02% | 32,849 | 141 | 0.4% | $4,771 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $110.29万 | 0.02% | 34,781 | -1,387 | -3.8% | -$4.40万 | 减仓 |
| FFIV | F5 INC | $109.86万 | 0.02% | 2,641 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $109.43万 | 0.02% | 14,492 | 830 | 6.1% | $6.27万 | 加仓 |
| AGG | ISHARES TR | $107.31万 | 0.02% | 10,842 | 1,013 | 10.3% | $10.03万 | 加仓 |
| USB | US BANCORP | $105.63万 | 0.02% | 17,340 | -42 | -0.2% | -$2,559 | 减仓 |