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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2.38亿 | 4.74% | 643,356 | -42,776 | -6.2% | -$1,583.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.37亿 | 4.71% | 1,356,572 | -33,481 | -2.4% | -$583.94万 | 减仓 |
| EFA | ISHARES TR | $2.19亿 | 4.37% | 2,258,978 | -2,792 | -0.1% | -$27.12万 | 减仓 |
| AAPL | APPLE INC | $2.17亿 | 4.32% | 855,552 | -124,264 | -12.7% | -$3,153.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.76亿 | 3.51% | 673,535 | -92,290 | -12.1% | -$2,417.26万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.34亿 | 2.68% | 2,485,963 | 69,524 | 2.9% | $375.78万 | 加仓 |
| AMZN | AMAZON COM INC | $1.34亿 | 2.66% | 642,571 | -28,461 | -4.2% | -$592.76万 | 减仓 |
| IJH | ISHARES TR | $1.21亿 | 2.42% | 1,797,937 | 10,134 | 0.6% | $68.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.18亿 | 2.35% | 1,839,884 | 17,436 | 1.0% | $111.73万 | 加仓 |
| GOOGL | ALPHABET INC | $9,167.87万 | 1.83% | 318,816 | -44,267 | -12.2% | -$1,272.94万 | 减仓 |
| GOOG | ALPHABET INC | $9,132.03万 | 1.82% | 318,344 | -10,283 | -3.1% | -$294.98万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,812.07万 | 1.75% | 88,436 | -2,598 | -2.9% | -$258.87万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $8,714.59万 | 1.74% | 1,463,406 | 6,263 | 0.4% | $37.30万 | 加仓 |
| LLY | ELI LILLY & CO | $8,586.63万 | 1.71% | 93,356 | -10,160 | -9.8% | -$934.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,113.08万 | 1.62% | 275,805 | -45,797 | -14.2% | -$1,347.16万 | 减仓 |
| IWN | ISHARES TR | $7,399.30万 | 1.47% | 390,279 | 3,587 | 0.9% | $68.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,365.93万 | 1.47% | 153,713 | 4,342 | 2.9% | $208.07万 | 加仓 |
| IWO | ISHARES TR | $7,034.00万 | 1.40% | 224,148 | 1,127 | 0.5% | $35.37万 | 加仓 |
| META | META PLATFORMS INC | $6,976.21万 | 1.39% | 121,934 | -9,516 | -7.2% | -$544.44万 | 减仓 |
| IWR | ISHARES TR | $6,705.72万 | 1.34% | 689,676 | 5,415 | 0.8% | $52.65万 | 加仓 |
| AVGO | BROADCOM INC | $6,298.72万 | 1.25% | 203,506 | 16,604 | 8.9% | $513.91万 | 加仓 |
| V | VISA INC | $6,062.96万 | 1.21% | 200,601 | -2,424 | -1.2% | -$73.26万 | 减仓 |
| IWD | ISHARES TR | $5,373.84万 | 1.07% | 251,502 | -32,778 | -11.5% | -$700.37万 | 减仓 |
| IWF | ISHARES TR | $5,015.38万 | 1.00% | 117,622 | -2,062 | -1.7% | -$87.92万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,903.23万 | 0.98% | 640,610 | -5,018 | -0.8% | -$38.41万 | 减仓 |
| WMT | WALMART INC | $4,892.44万 | 0.97% | 392,907 | -16,760 | -4.1% | -$208.69万 | 减仓 |
| VV | VANGUARD INDEX FDS | $4,775.90万 | 0.95% | 159,809 | 1,369 | 0.9% | $40.91万 | 加仓 |
| MS | MORGAN STANLEY | $4,768.19万 | 0.95% | 289,736 | -6,212 | -2.1% | -$102.23万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,736.15万 | 0.94% | 221,434 | -83,100 | -27.3% | -$1,777.39万 | 减仓 |
| CAT | CATERPILLAR INC | $4,293.02万 | 0.85% | 60,596 | -11,001 | -15.4% | -$779.38万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $4,213.96万 | 0.84% | 768,830 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $4,049.27万 | 0.81% | 81,678 | -14,191 | -14.8% | -$703.53万 | 减仓 |
| VLO | VALERO ENERGY CORP | $4,008.52万 | 0.80% | 162,236 | 7,380 | 4.8% | $182.34万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,974.36万 | 0.79% | 514,947 | 1,434 | 0.3% | $11.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,934.11万 | 0.78% | 160,944 | -27,687 | -14.7% | -$676.78万 | 减仓 |
| CSCO | CISCO SYS INC | $3,639.29万 | 0.72% | 469,041 | -8,535 | -1.8% | -$66.22万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,348.71万 | 0.67% | 174,485 | 4,138 | 2.4% | $79.42万 | 加仓 |
| BAC | BANK AMERICA CORP | $3,336.37万 | 0.66% | 684,384 | -22,115 | -3.1% | -$107.81万 | 减仓 |
| IWM | ISHARES TR | $3,310.84万 | 0.66% | 133,502 | -107,244 | -44.5% | -$2,659.64万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3,266.79万 | 0.65% | 7,759 | -1,188 | -13.3% | -$500.19万 | 减仓 |
| IWP | ISHARES TR | $3,165.21万 | 0.63% | 247,050 | 6,731 | 2.8% | $86.24万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3,160.47万 | 0.63% | 35,303 | -479 | -1.3% | -$42.88万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,999.30万 | 0.60% | 207,650 | 2,288 | 1.1% | $33.05万 | 加仓 |
| HD | HOME DEPOT INC | $2,973.67万 | 0.59% | 90,415 | -15,144 | -14.3% | -$498.07万 | 减仓 |
| NI | NISOURCE INC | $2,921.38万 | 0.58% | 626,099 | 33,119 | 5.6% | $154.53万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,828.23万 | 0.56% | 82,748 | -379 | -0.5% | -$12.95万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,824.51万 | 0.56% | 341,330 | 3,404 | 1.0% | $28.17万 | 加仓 |
| PLD | PROLOGIS INC. | $2,804.36万 | 0.56% | 212,162 | -1,840 | -0.9% | -$24.32万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,798.39万 | 0.56% | 174,550 | 2,189 | 1.3% | $35.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,700.46万 | 0.54% | 130,520 | -476 | -0.4% | -$9.85万 | 减仓 |
| MCK | MCKESSON CORP | $2,670.82万 | 0.53% | 30,835 | -198 | -0.6% | -$17.15万 | 减仓 |
| TSLA | TESLA INC | $2,669.20万 | 0.53% | 71,801 | 4,748 | 7.1% | $176.51万 | 加仓 |
| IWS | ISHARES TR | $2,601.47万 | 0.52% | 178,501 | 6,562 | 3.8% | $95.63万 | 加仓 |
| KO | COCA COLA CO | $2,558.27万 | 0.51% | 334,230 | 2,289 | 0.7% | $17.52万 | 加仓 |
| UNP | UNION PAC CORP | $2,465.42万 | 0.49% | 101,616 | 1,471 | 1.5% | $35.69万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,461.27万 | 0.49% | 75,295 | -944 | -1.2% | -$30.86万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,408.94万 | 0.48% | 43,877 | 1 | 0.0% | $549 | 加仓 |
| EOG | EOG RES INC | $2,338.91万 | 0.47% | 161,784 | -743 | -0.5% | -$10.74万 | 减仓 |
| NOW | SERVICENOW INC | $2,336.16万 | 0.47% | 223,449 | -671 | -0.3% | -$7.02万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,278.02万 | 0.45% | 119,940 | -20,107 | -14.4% | -$381.89万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,188.59万 | 0.44% | 44,491 | -7,858 | -15.0% | -$386.55万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $2,158.93万 | 0.43% | 448,468 | 4,594 | 1.0% | $22.12万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,153.07万 | 0.43% | 231,812 | 2,657 | 1.2% | $24.68万 | 加仓 |
| — | HONEYWELL INTL INC | $2,082.66万 | 0.41% | 92,141 | -398 | -0.4% | -$9.00万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,059.11万 | 0.41% | 62,543 | -16,690 | -21.1% | -$549.49万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,048.74万 | 0.41% | 81,760 | 4,610 | 6.0% | $115.52万 | 加仓 |
| — | EXXON MOBIL CORP | $2,040.58万 | 0.41% | 120,275 | 4,808 | 4.2% | $81.57万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,000.36万 | 0.40% | 229,003 | 2,334 | 1.0% | $20.39万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,990.20万 | 0.40% | 57,662 | 1,153 | 2.0% | $39.80万 | 加仓 |
| CRM | SALESFORCE INC | $1,984.68万 | 0.40% | 106,320 | -6,815 | -6.0% | -$127.22万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,977.49万 | 0.39% | 114,009 | -12,902 | -10.2% | -$223.79万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,947.16万 | 0.39% | 257,085 | 1,618 | 0.6% | $12.25万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,911.31万 | 0.38% | 207,053 | 1,216 | 0.6% | $11.22万 | 加仓 |
| GE | GE AEROSPACE | $1,890.44万 | 0.38% | 66,510 | -4,767 | -6.7% | -$135.49万 | 减仓 |
| MCD | MCDONALDS CORP | $1,877.35万 | 0.37% | 60,406 | 185 | 0.3% | $5.75万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,855.71万 | 0.37% | 319,391 | 13,291 | 4.3% | $77.22万 | 加仓 |
| TJX | TJX COS INC NEW | $1,832.33万 | 0.36% | 114,736 | 2,650 | 2.4% | $42.32万 | 加仓 |
| PCAR | PACCAR INC | $1,814.61万 | 0.36% | 157,109 | -977 | -0.6% | -$11.28万 | 减仓 |
| IWB | ISHARES TR | $1,799.30万 | 0.36% | 50,463 | -740 | -1.4% | -$26.39万 | 减仓 |
| ORCL | ORACLE CORP | $1,730.94万 | 0.34% | 117,663 | -11,153 | -8.7% | -$164.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,704.09万 | 0.34% | 122,271 | -21 | -0.0% | -$2,927 | 减仓 |
| ECL | ECOLAB INC | $1,617.10万 | 0.32% | 60,624 | 528 | 0.9% | $14.08万 | 加仓 |
| ETN | EATON CORP PLC | $1,609.55万 | 0.32% | 45,001 | 1,146 | 2.6% | $40.99万 | 加仓 |
| MRK | MERCK & CO INC | $1,592.46万 | 0.32% | 131,499 | 11,837 | 9.9% | $143.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,533.06万 | 0.31% | 23,521 | -6,362 | -21.3% | -$414.67万 | 减仓 |
| NFLX | NETFLIX INC. | $1,523.54万 | 0.30% | 158,455 | 4,983 | 3.2% | $47.91万 | 加仓 |
| CCK | CROWN HLDGS INC | $1,517.62万 | 0.30% | 151,384 | -54,831 | -26.6% | -$549.68万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,472.35万 | 0.29% | 196,053 | -948 | -0.5% | -$7.12万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,465.62万 | 0.29% | 45,722 | 525 | 1.2% | $16.83万 | 加仓 |
| URI | UNITED RENTALS INC | $1,441.24万 | 0.29% | 19,782 | 207 | 1.1% | $15.08万 | 加仓 |
| KKR | KKR & CO INC | $1,437.02万 | 0.29% | 155,354 | -2,259 | -1.4% | -$20.90万 | 减仓 |
| DIS | DISNEY WALT CO | $1,372.14万 | 0.27% | 142,368 | 1,332 | 0.9% | $12.84万 | 加仓 |
| GVI | ISHARES TR | $1,315.59万 | 0.26% | 123,321 | 13,201 | 12.0% | $140.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,295.76万 | 0.26% | 40,390 | -601 | -1.5% | -$19.28万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,265.17万 | 0.25% | 127,730 | 2,679 | 2.1% | $26.54万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,159.95万 | 0.23% | 47,855 | -1,942 | -3.9% | -$47.07万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $1,115.03万 | 0.22% | 139,292 | 139,292 | — | $1,115.03万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $1,114.23万 | 0.22% | 57,393 | 10,378 | 22.1% | $201.48万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,113.66万 | 0.22% | 24,158 | 1,364 | 6.0% | $62.88万 | 加仓 |
| RTX | RTX CORPORATION | $1,109.75万 | 0.22% | 57,530 | -40,638 | -41.4% | -$783.91万 | 减仓 |