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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $105.06万 | 0.02% | 4,440 | 214 | 5.1% | $5.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $102.42万 | 0.02% | 24,191 | -2,050 | -7.8% | -$8.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.75万 | 0.02% | 2,022 | 46 | 2.3% | $2.20万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $95.87万 | 0.02% | 1,930 | 49 | 2.6% | $2.43万 | 加仓 |
| FISV | FISERV INC | $95.87万 | 0.02% | 19,545 | -8,150 | -29.4% | -$39.98万 | 减仓 |
| BALL | BALL CORP | $95.48万 | 0.02% | 15,301 | -459 | -2.9% | -$2.86万 | 减仓 |
| MO | ALTRIA GROUP INC | $93.15万 | 0.02% | 12,766 | -3 | -0.0% | -$219 | 减仓 |
| TFC | TRUIST FINL CORP | $90.82万 | 0.02% | 18,229 | -7 | -0.0% | -$349 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $90.74万 | 0.02% | 897 | 134 | 17.6% | $13.56万 | 加仓 |
| IYY | ISHARES TR | $90.70万 | 0.02% | 4,976 | -460 | -8.5% | -$8.38万 | 减仓 |
| GM | GENERAL MTRS CO | $90.11万 | 0.02% | 11,691 | 38 | 0.3% | $2,929 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $90.11万 | 0.02% | 14,077 | -106,144 | -88.3% | -$679.43万 | 减仓 |
| IRM | IRON MTN INC DEL | $87.44万 | 0.02% | 6,923 | -3 | -0.0% | -$379 | 减仓 |
| HUM | HUMANA INC | $81.97万 | 0.01% | 2,059 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $81.41万 | 0.01% | 8,009 | -7,850 | -49.5% | -$79.80万 | 减仓 |
| DG | DOLLAR GEN CORP | $79.44万 | 0.01% | 6,901 | -36 | -0.5% | -$4,144 | 减仓 |
| ESGV | VANGUARD WORLD FD | $77.82万 | 0.01% | 5,885 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $75.36万 | 0.01% | 5,418 | -302 | -5.3% | -$4.20万 | 减仓 |
| RPM | RPM INTL INC | $74.56万 | 0.01% | 6,708 | -1 | -0.0% | -$111 | 减仓 |
| ZTS | ZOETIS INC | $72.00万 | 0.01% | 10,020 | -76 | -0.8% | -$5,461 | 减仓 |
| IEUR | ISHARES TR | $71.22万 | 0.01% | 9,474 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $70.64万 | 0.01% | 24,944 | -12,150 | -32.8% | -$34.41万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $68.98万 | 0.01% | 714 | 10 | 1.4% | $9,661 | 加仓 |
| WM | WASTE MGMT INC DEL | $68.70万 | 0.01% | 3,082 | -39 | -1.2% | -$8,694 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $68.49万 | 0.01% | 22,702 | -2,500 | -9.9% | -$7.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $66.43万 | 0.01% | 2,734 | -241 | -8.1% | -$5.86万 | 减仓 |
| IVW | ISHARES TR | $63.57万 | 0.01% | 4,622 | 486 | 11.8% | $6.68万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $63.49万 | 0.01% | 5,719 | -1 | -0.0% | -$111 | 减仓 |
| MMM | 3M CO | $62.83万 | 0.01% | 3,880 | -209 | -5.1% | -$3.38万 | 减仓 |
| WMB | WILLIAMS COS INC | $62.74万 | 0.01% | 8,439 | 1,592 | 23.3% | $11.83万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $62.67万 | 0.01% | 12,834 | -9 | -0.1% | -$439 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $62.12万 | 0.01% | 20,971 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $60.87万 | 0.01% | 1,635 | -5 | -0.3% | -$1,861 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $60.08万 | 0.01% | 6,230 | 1,807 | 40.9% | $17.43万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $59.74万 | 0.01% | 10,860 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $59.41万 | 0.01% | 1,603 | -4 | -0.2% | -$1,483 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $56.90万 | 0.01% | 10,714 | -606 | -5.4% | -$3.22万 | 减仓 |
| QUAL | ISHARES TR | $56.81万 | 0.01% | 2,589 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $56.36万 | 0.01% | 2,366 | -1 | -0.0% | -$238 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $56.14万 | 0.01% | 1,585 | 74 | 4.9% | $2.62万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $55.96万 | 0.01% | 4,792 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $55.82万 | 0.01% | 6,812 | 240 | 3.7% | $1.97万 | 加仓 |
| VHT | VANGUARD WORLD FD | $55.20万 | 0.01% | 1,846 | -1,181 | -39.0% | -$35.31万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $54.71万 | 0.01% | 2,769 | 47 | 1.7% | $9,286 | 加仓 |
| WELL | WELLTOWER INC | $54.45万 | 0.01% | 2,399 | -2 | -0.1% | -$454 | 减仓 |
| AFL | AFLAC INC | $54.24万 | 0.01% | 4,626 | -2 | -0.0% | -$235 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $52.75万 | 0.01% | 1,035 | -59 | -5.4% | -$3.01万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $51.90万 | 0.01% | 10,717 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $51.83万 | 0.01% | 6,481 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $50.58万 | 0.01% | 6,407 | -2 | -0.0% | -$158 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $50.05万 | 0.01% | 21,638 | -2,218 | -9.3% | -$5.13万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $49.55万 | 0.01% | 6,105 | -102,411 | -94.4% | -$831.17万 | 减仓 |
| IEFA | ISHARES TR | $48.66万 | 0.01% | 5,038 | 1,458 | 40.7% | $14.08万 | 加仓 |
| ASML | ASML HLDG NV | $48.34万 | 0.01% | 243 | 30 | 14.1% | $5.97万 | 加仓 |
| APTV | APTIV PLC | $48.25万 | 0.01% | 7,861 | -15 | -0.2% | -$921 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.04万 | 0.01% | 11,512 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $46.94万 | 0.01% | 1,246 | -200 | -13.8% | -$7.53万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.74万 | 0.01% | 1,526 | -137 | -8.2% | -$4.02万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $44.14万 | 0.01% | 1,130 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $43.70万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $40.10万 | 0.01% | 1,096 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $39.92万 | 0.01% | 4,819 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $39.85万 | 0.01% | 1,644 | 90 | 5.8% | $2.18万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $39.06万 | 0.01% | 3,131 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $38.89万 | 0.01% | 9,387 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $38.80万 | 0.01% | 8,132 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $37.69万 | 0.01% | 949 | -77 | -7.5% | -$3.06万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $37.33万 | 0.01% | 9,638 | -141,275 | -93.6% | -$547.16万 | 减仓 |
| IYH | ISHARES TR | $37.03万 | 0.01% | 5,526 | -982 | -15.1% | -$6.58万 | 减仓 |
| MLPA | GLOBAL X FDS | $36.98万 | 0.01% | 6,967 | -470 | -6.3% | -$2.49万 | 减仓 |
| KLAC | KLA CORP | $36.51万 | 0.01% | 1,210 | 1,210 | — | $36.51万 | 新建仓 |
| SO | SOUTHERN CO | $36.18万 | 0.01% | 3,780 | -85 | -2.2% | -$8,136 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $35.46万 | 0.01% | 722 | -1 | -0.1% | -$491 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.55万 | 0.01% | 660 | 1 | 0.2% | $523 | 加仓 |
| EPAM | EPAM SYS INC | $34.24万 | 0.01% | 4,315 | -100 | -2.3% | -$7,935 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $34.12万 | 0.01% | 4,911 | -205 | -4.0% | -$1.42万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.12万 | 0.01% | 9,282 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $33.46万 | 0.01% | 17,732 | -7,450 | -29.6% | -$14.06万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $33.19万 | 0.01% | 1,055 | 24 | 2.3% | $7,550 | 加仓 |
| AZO | AUTOZONE INC | $32.60万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.53万 | 0.01% | 1,321 | 1,321 | — | $32.53万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $31.12万 | 0.01% | 4,823 | 0 | 0.0% | — | 不变 |
| TSBK | TIMBERLAND BANCORP INC | $30.77万 | 0.01% | 6,866 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $30.76万 | 0.01% | 7,207 | -103,928 | -93.5% | -$443.57万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $30.64万 | 0.01% | 12,691 | 26 | 0.2% | $628 | 加仓 |
| EBAY | EBAY INC. | $30.45万 | 0.01% | 2,725 | 22 | 0.8% | $2,459 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $30.40万 | 0.01% | 1,304 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $30.28万 | 0.01% | 9,472 | -34 | -0.4% | -$1,087 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.62万 | 0.01% | 582 | -11 | -1.9% | -$5,598 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.47万 | 0.01% | 10,176 | -677 | -6.2% | -$1.96万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $29.44万 | 0.01% | 5,915 | 729 | 14.1% | $3.63万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.40万 | 0.01% | 5,206 | -26 | -0.5% | -$1,468 | 减仓 |
| NVS | NOVARTIS AG | $29.24万 | 0.01% | 1,866 | 153 | 8.9% | $2.40万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $29.11万 | 0.01% | 4,629 | -48 | -1.0% | -$3,019 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $28.86万 | 0.01% | 5,175 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $28.74万 | 0.01% | 3,915 | 3,915 | — | $28.74万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $28.48万 | 0.00% | 5,864 | 155 | 2.7% | $7,527 | 加仓 |
| WY | WEYERHAEUSER CO | $28.46万 | 0.00% | 11,890 | -1,057 | -8.2% | -$2.53万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $28.24万 | 0.00% | 2,295 | -24,708 | -91.5% | -$304.03万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $28.08万 | 0.00% | 567 | -231 | -28.9% | -$11.44万 | 减仓 |