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 |
|---|---|---|---|---|---|---|---|---|
| BANR | BANNER CORP | $27.23万 | 0.00% | 4,099 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $27.21万 | 0.00% | 1,001 | 25 | 2.6% | $6,796 | 加仓 |
| GLW | CORNING INC | $27.10万 | 0.00% | 1,061 | -659 | -38.3% | -$16.83万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $27.04万 | 0.00% | 5,242 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $26.96万 | 0.00% | 378 | 378 | — | $26.96万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $26.59万 | 0.00% | 7,948 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $24.59万 | 0.00% | 7,371 | 7,371 | — | $24.59万 | 新建仓 |
| PSA | PUBLIC STORAGE | $24.54万 | 0.00% | 771 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.53万 | 0.00% | 2,722 | 2,722 | — | $24.53万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $24.22万 | 0.00% | 2,655 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $24.18万 | 0.00% | 11,683 | -1,363 | -10.4% | -$2.82万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $24.08万 | 0.00% | 2,024 | -842 | -29.4% | -$10.02万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $23.35万 | 0.00% | 1,300 | -26 | -2.0% | -$4,669 | 减仓 |
| NVO | NOVO-NORDISK A S | $23.30万 | 0.00% | 4,861 | 4,861 | — | $23.30万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.26万 | 0.00% | 636 | 636 | — | $23.26万 | 新建仓 |
| COR | CENCORA INC | $23.18万 | 0.00% | 819 | -130 | -13.7% | -$3.68万 | 减仓 |
| PHM | PULTE GROUP INC | $23.04万 | 0.00% | 1,676 | -78 | -4.4% | -$1.07万 | 重新持有 |
| TIP | ISHARES TR | $23.02万 | 0.00% | 2,104 | 86 | 4.3% | $9,409 | 加仓 |
| USMV | ISHARES TR | $22.67万 | 0.00% | 2,350 | -291 | -11.0% | -$2.81万 | 减仓 |
| VMI | VALMONT INDS INC | $22.27万 | 0.00% | 385 | 385 | — | $22.27万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $22.15万 | 0.00% | 2,146 | 2,146 | — | $22.15万 | 新建仓 |
| IJT | ISHARES TR | $21.82万 | 0.00% | 1,222 | 1,222 | — | $21.82万 | 新建仓 |
| DON | WISDOMTREE TR | $21.57万 | 0.00% | 3,816 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $21.37万 | 0.00% | 1,251 | 1,251 | — | $21.37万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.03万 | 0.00% | 1,537 | -1,271 | -45.3% | -$17.39万 | 减仓 |
| TTD | THE TRADE DESK INC | $20.78万 | 0.00% | 11,491 | 11,491 | — | $20.78万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $20.70万 | 0.00% | 4,108 | 4,108 | — | $20.70万 | 新建仓 |
| ESGU | ISHARES TR | $20.13万 | 0.00% | 1,230 | 1,230 | — | $20.13万 | 新建仓 |
| NRDS | NERDWALLET INC | $14.97万 | 0.00% | 16,186 | -8,092 | -33.3% | -$7.49万 | 减仓 |
| — | RIVERVIEW BANCORP INC | $12.24万 | 0.00% | 22,547 | 0 | 0.0% | — | 不变 |
| — | NAUTILUS BIOTECHNOLOGY INC | $5.61万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | ONCOLYTICS BIOTECH INC | $3.80万 | 0.00% | 40,000 | 40,000 | — | $3.80万 | 新建仓 |
| WIT | WIPRO LTD | $2.70万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -1,734 | -100.0% | -$51.64万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -4,400 | -100.0% | -$46.71万 | 清仓 |
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | -4,385 | -100.0% | -$42.53万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -897 | -100.0% | -$35.02万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,898 | -100.0% | -$26.95万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,434 | -100.0% | -$25.22万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -848 | -100.0% | -$25.05万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,190 | -100.0% | -$23.58万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -2,722 | -100.0% | -$22.79万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,625 | -100.0% | -$21.74万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -2,910 | -100.0% | -$21.06万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -8,038 | -100.0% | -$20.96万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -4,140 | -100.0% | -$20.96万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,494 | -100.0% | -$20.56万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -5,507 | -100.0% | -$20.50万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,841 | -100.0% | -$20.41万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,442 | -100.0% | -$20.39万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -10,060 | -100.0% | -$17.02万 | 清仓 |