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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $95.28万 | 0.02% | 32,708 | -323 | -1.0% | -$9,409 | 减仓 |
| BALL | BALL CORP | $93.16万 | 0.02% | 15,760 | -34 | -0.2% | -$2,010 | 减仓 |
| CVS | CVS HEALTH CORP | $91.35万 | 0.02% | 12,719 | 80 | 0.6% | $5,746 | 加仓 |
| USB | US BANCORP | $91.31万 | 0.02% | 17,382 | -363 | -2.0% | -$1.91万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $90.88万 | 0.02% | 4,226 | -350 | -7.6% | -$7.53万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $89.32万 | 0.02% | 25,202 | 658 | 2.7% | $2.33万 | 加仓 |
| GM | GENERAL MTRS CO | $86.81万 | 0.02% | 11,653 | 74 | 0.6% | $5,513 | 加仓 |
| IYY | ISHARES TR | $86.13万 | 0.02% | 5,436 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $85.80万 | 0.02% | 5,720 | 250 | 4.6% | $3.75万 | 加仓 |
| MO | ALTRIA GROUP INC | $85.57万 | 0.02% | 12,769 | 454 | 3.7% | $3.04万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $83.99万 | 0.02% | 1,881 | -6 | -0.3% | -$2,679 | 减仓 |
| TFC | TRUIST FINL CORP | $83.83万 | 0.02% | 18,236 | 477 | 2.7% | $2.19万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $83.81万 | 0.02% | 12,843 | -220 | -1.7% | -$1.44万 | 减仓 |
| VHT | VANGUARD WORLD FD | $82.43万 | 0.02% | 3,027 | -4,086 | -57.4% | -$111.27万 | 减仓 |
| DG | DOLLAR GEN CORP | $82.36万 | 0.02% | 6,937 | 36 | 0.5% | $4,274 | 加仓 |
| FFIV | F5 INC | $76.41万 | 0.02% | 2,641 | -10 | -0.4% | -$2,893 | 减仓 |
| WM | WASTE MGMT INC DEL | $71.72万 | 0.01% | 3,121 | 348 | 12.5% | $8.00万 | 加仓 |
| IRM | IRON MTN INC DEL | $70.74万 | 0.01% | 6,926 | -169 | -2.4% | -$1.73万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $69.35万 | 0.01% | 11,320 | 4,260 | 60.3% | $26.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.96万 | 0.01% | 1,976 | -388 | -16.4% | -$13.15万 | 减仓 |
| RPM | RPM INTL INC | $66.69万 | 0.01% | 6,709 | 1 | 0.0% | $99 | 加仓 |
| IEUR | ISHARES TR | $66.58万 | 0.01% | 9,474 | 198 | 2.1% | $1.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $66.12万 | 0.01% | 1,094 | 192 | 21.3% | $11.60万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $66.07万 | 0.01% | 5,885 | -77 | -1.3% | -$8,645 | 减仓 |
| VBR | VANGUARD INDEX FDS | $64.63万 | 0.01% | 2,975 | 584 | 24.4% | $12.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $64.56万 | 0.01% | 763 | -9 | -1.2% | -$7,616 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $61.42万 | 0.01% | 25,182 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $59.78万 | 0.01% | 4,415 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $59.38万 | 0.01% | 4,089 | 1,191 | 41.1% | $17.30万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $55.92万 | 0.01% | 5,720 | -4,702 | -45.1% | -$45.97万 | 减仓 |
| RACE | FERRARI N V | $55.51万 | 0.01% | 1,640 | 5 | 0.3% | $1,692 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $55.48万 | 0.01% | 4,792 | 196 | 4.3% | $2.27万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $55.42万 | 0.01% | 2,367 | 1 | 0.0% | $234 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $55.39万 | 0.01% | 23,856 | 2,880 | 13.7% | $6.69万 | 加仓 |
| APTV | APTIV PLC | $54.69万 | 0.01% | 7,876 | 10 | 0.1% | $694 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $54.52万 | 0.01% | 20,971 | -6,144 | -22.7% | -$15.97万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $52.63万 | 0.01% | 10,860 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $52.57万 | 0.01% | 1,607 | -13 | -0.8% | -$4,252 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $51.86万 | 0.01% | 1,511 | 457 | 43.4% | $15.69万 | 加仓 |
| WAT | WATERS CORP | $51.64万 | 0.01% | 1,734 | 1,734 | — | $51.64万 | 新建仓 |
| HYG | ISHARES TR | $51.56万 | 0.01% | 6,481 | 4,000 | 161.2% | $31.82万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $51.50万 | 0.01% | 10,717 | 6,387 | 147.5% | $30.69万 | 加仓 |
| AFL | AFLAC INC | $50.77万 | 0.01% | 4,628 | 600 | 14.9% | $6.58万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $50.16万 | 0.01% | 2,722 | -9 | -0.3% | -$1,659 | 减仓 |
| WMB | WILLIAMS COS INC | $49.83万 | 0.01% | 6,847 | -1,323 | -16.2% | -$9.63万 | 减仓 |
| QUAL | ISHARES TR | $49.66万 | 0.01% | 2,589 | -32 | -1.2% | -$6,138 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $48.32万 | 0.01% | 1,663 | 260 | 18.5% | $7.55万 | 加仓 |
| WELL | WELLTOWER INC | $47.47万 | 0.01% | 2,401 | -170 | -6.6% | -$3.36万 | 减仓 |
| IVW | ISHARES TR | $46.78万 | 0.01% | 4,136 | -204 | -4.7% | -$2.31万 | 减仓 |
| MUB | ISHARES TR | $46.71万 | 0.01% | 4,400 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $46.60万 | 0.01% | 6,572 | -133 | -2.0% | -$9,431 | 减仓 |
| EL | LAUDER ESTEE COS INC | $46.00万 | 0.01% | 6,409 | 2 | 0.0% | $144 | 加仓 |
| UPRO | PROSHARES TR | $42.53万 | 0.01% | 4,385 | 1,385 | 46.2% | $13.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $42.32万 | 0.01% | 11,512 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $40.52万 | 0.01% | 1,446 | -86 | -5.6% | -$2.41万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $40.46万 | 0.01% | 593 | -19 | -3.1% | -$1.30万 | 减仓 |
| IYH | ISHARES TR | $40.12万 | 0.01% | 6,508 | 982 | 17.8% | $6.05万 | 加仓 |
| MLPA | GLOBAL X FDS | $40.06万 | 0.01% | 7,437 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $39.95万 | 0.01% | 9,387 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $39.23万 | 0.01% | 4,423 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $37.82万 | 0.01% | 13,046 | 13,046 | — | $37.82万 | 新建仓 |
| SO | SOUTHERN CO | $37.31万 | 0.01% | 3,865 | 1,329 | 52.4% | $12.83万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $37.02万 | 0.01% | 8,132 | 221 | 2.8% | $1.01万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.81万 | 0.01% | 2,808 | 421 | 17.6% | $5.52万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $36.52万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $35.88万 | 0.01% | 2,059 | -9 | -0.4% | -$1,568 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $35.12万 | 0.01% | 9,282 | -2,425 | -20.7% | -$9.18万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.02万 | 0.01% | 897 | 70 | 8.5% | $2.73万 | 加仓 |
| OEF | ISHARES TR | $34.86万 | 0.01% | 1,096 | 47 | 4.5% | $1.49万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $34.85万 | 0.01% | 5,116 | -200 | -3.8% | -$1.36万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $34.59万 | 0.01% | 3,131 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $34.45万 | 0.01% | 102 | -1 | -1.0% | -$3,378 | 减仓 |
| ITA | ISHARES TR | $33.99万 | 0.01% | 1,554 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $33.61万 | 0.01% | 4,819 | 333 | 7.4% | $2.32万 | 加仓 |
| ADI | ANALOG DEVICES INC | $32.64万 | 0.01% | 1,026 | 1,026 | — | $32.64万 | 新建仓 |
| IEFA | ISHARES TR | $32.41万 | 0.01% | 3,580 | -157 | -4.2% | -$1.42万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $31.87万 | 0.01% | 9,506 | -1,987 | -17.3% | -$6.66万 | 减仓 |
| WY | WEYERHAEUSER CO | $31.63万 | 0.01% | 12,947 | -464 | -3.5% | -$1.13万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $30.74万 | 0.01% | 12,665 | 382 | 3.1% | $9,271 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.57万 | 0.01% | 659 | -154 | -18.9% | -$7.14万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $30.13万 | 0.01% | 723 | 3 | 0.4% | $1,250 | 加仓 |
| COR | CENCORA INC | $29.81万 | 0.01% | 949 | 1 | 0.1% | $314 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.66万 | 0.01% | 5,232 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $29.59万 | 0.01% | 1,031 | 306 | 42.2% | $8.78万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $28.85万 | 0.01% | 1,130 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $28.64万 | 0.01% | 798 | -663 | -45.4% | -$23.79万 | 减仓 |
| ASML | ASML HLDG NV | $28.13万 | 0.01% | 213 | 2 | 0.9% | $2,642 | 加仓 |
| SPYG | SPDR SERIES TRUST | $28.06万 | 0.01% | 2,866 | -1,260 | -30.5% | -$12.33万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.63万 | 0.01% | 704 | 704 | — | $27.63万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $27.49万 | 0.01% | 4,677 | 4,677 | — | $27.49万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $27.24万 | 0.01% | 10,853 | -500 | -4.4% | -$1.26万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $27.07万 | 0.01% | 6,866 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $26.95万 | 0.01% | 2,898 | -881 | -23.3% | -$8.19万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $26.66万 | 0.01% | 7,948 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $26.47万 | 0.01% | 5,709 | 5,709 | — | $26.47万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.43万 | 0.01% | 4,823 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $26.17万 | 0.01% | 1,713 | 18 | 1.1% | $2,750 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $25.82万 | 0.01% | 5,186 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $25.56万 | 0.01% | 976 | 976 | — | $25.56万 | 新建仓 |
| CLX | CLOROX CO DEL | $25.22万 | 0.01% | 2,434 | 548 | 29.1% | $5.68万 | 重新持有 |