13FBOX
巴奇利·菲尔普斯财富 · 13F 持仓分析
期权收益计算器 机构排行

巴奇利·菲尔普斯财富

Badgley Phelps Wealth Managers, LLCNo.860 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$57.09亿
环比变动 Q1 2026
+$6.86亿+13.7%
持仓股票数
333
新买入
23
加仓
124
减仓
148
清仓
18
持股不变
38
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
4.76%4.71%$2.72亿135.8万股$2.37亿135.7万股+1,307股+0.10%加仓
苹果AAPL
4.37%4.32%$2.49亿86.1万股$2.17亿85.6万股+5,838股+0.68%加仓
微软MSFT
4.23%4.74%$2.41亿64.7万股$2.38亿64.3万股+3,693股+0.57%加仓
IiShares安硕·MSCI EAFE ETFEFA
4.2%4.37%$2.40亿230.7万股$2.19亿225.9万股+4.8万股+2.14%加仓
V先锋领航指数基金VB
3.47%3.51%$1.98亿65.3万股$1.76亿67.4万股-2.0万股-3.01%减仓
亚马逊AMZN
2.69%2.66%$1.54亿64.5万股$1.34亿64.3万股+2,875股+0.45%加仓
V先锋领航·FSTEVWO
2.65%2.68%$1.52亿253.8万股$1.34亿248.6万股+5.2万股+2.10%加仓
IiShares安硕·COREIJH
2.46%2.42%$1.40亿182.2万股$1.21亿179.8万股+2.4万股+1.31%加仓
V先锋领航·FTSEVEA
2.38%2.35%$1.36亿190.4万股$1.18亿184.0万股+6.4万股+3.48%加仓
AAlphabet Inc Class CGOOG
2.03%1.82%$1.16亿32.7万股$9,132.0万31.8万股+8,975股+2.82%加仓
谷歌AGOOGL
1.95%1.83%$1.11亿31.1万股$9,167.9万31.9万股-7,587股-2.38%减仓
礼来LLY
1.95%1.71%$1.11亿9.3万股$8,586.6万9.3万股-713股-0.76%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
1.58%1.4%$8,997.0万22.8万股$7,034.0万22.4万股+4,226股+1.89%加仓
摩根大通JPM
1.57%1.62%$8,989.5万27.5万股$8,113.1万27.6万股-1,174股-0.43%减仓
泛林集团LRCX
1.56%0.94%$8,922.7万20.6万股$4,736.2万22.1万股-1.6万股-7.06%减仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
1.54%1.47%$8,802.5万39.8万股$7,399.3万39.0万股+7,662股+1.96%加仓
V先锋领航斯科茨代尔基金VGIT
1.54%1.74%$8,786.2万149.0万股$8,714.6万146.3万股+2.6万股+1.80%加仓
好市多COST
1.48%1.75%$8,475.0万9.1万股$8,812.1万8.8万股+2,160股+2.44%加仓
博通AVGO
1.37%1.25%$7,797.8万20.6万股$6,298.7万20.4万股+2,921股+1.44%加仓
伯克希尔哈撒韦BRK.B
1.34%1.47%$7,650.7万15.3万股$7,365.9万15.4万股-819股-0.53%减仓
VisaV
1.22%1.21%$6,957.2万20.3万股$6,063.0万20.1万股+2,179股+1.09%加仓
Meta平台META
1.2%1.39%$6,859.6万12.2万股$6,976.2万12.2万股-156股-0.13%减仓
卡特彼勒CAT
1.18%0.85%$6,757.6万6.3万股$4,293.0万6.1万股+2,861股+4.72%加仓
PALO ALTOPANW
1.12%0.56%$6,407.4万18.8万股$2,798.4万17.5万股+1.3万股+7.64%加仓
IiShares安硕信托IWD
1.1%1.07%$6,301.3万26.0万股$5,373.8万25.2万股+8,422股+3.35%加仓
IiShares安硕·RUSSELLIWF
1.1%1%$6,292.9万50.7万股$5,015.4万11.8万股+38.9万股+330.87%加仓
应用材料AMAT
1.05%0.56%$5,975.4万8.3万股$2,828.2万8.3万股-100股-0.12%减仓
摩根士丹利MS
1.04%0.95%$5,930.9万28.4万股$4,768.2万29.0万股-6,014股-2.08%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1%1.34%$5,727.4万51.9万股$6,705.7万69.0万股-17.1万股-24.72%减仓
V先锋领航指数基金VV
0.98%0.95%$5,583.7万16.2万股$4,775.9万16.0万股+2,550股+1.60%加仓
S道富SPYM
0.96%0.98%$5,475.0万62.3万股$4,903.2万64.1万股-1.8万股-2.75%减仓
思科CSCO
0.95%0.72%$5,425.7万46.2万股$3,639.3万46.9万股-7,125股-1.52%减仓
COLUMBIA SPORTSWEARCOLM
0.83%0.84%$4,752.9万76.9万股$4,214.0万76.9万股00.00%持仓不变
沃尔玛WMT
0.77%0.97%$4,385.0万38.7万股$4,892.4万39.3万股-5,746股-1.46%减仓
林德LIN
0.71%0.81%$4,062.4万7.8万股$4,049.3万8.2万股-3,396股-4.16%减仓
I景顺交易所交易基金信托RSP
0.71%0.67%$4,053.0万19.0万股$3,348.7万17.4万股+1.6万股+9.17%加仓
VALERO ENERGY COMVLO
0.71%0.8%$4,048.8万15.5万股$4,008.5万16.2万股-6,776股-4.18%减仓
V先锋领航债券指数基金BIV
0.7%0.79%$4,017.8万52.4万股$3,974.4万51.5万股+8,886股+1.73%加仓
强生JNJ
0.7%0.78%$4,014.9万15.8万股$3,934.1万16.1万股-2,857股-1.78%减仓
BBANK OF AMERBAC
0.69%0.66%$3,935.1万69.1万股$3,336.4万68.4万股+6,233股+0.91%加仓
迈威尔MRVL
0.67%0.25%$3,831.0万12.9万股$1,265.2万12.8万股+873股+0.68%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.64%0.63%$3,673.9万25.1万股$3,165.2万24.7万股+3,882股+1.57%加仓
派克汉尼汾PH
0.62%0.63%$3,517.8万3.6万股$3,160.5万3.5万股+662股+1.88%加仓
IiShares安硕·RUSSELLIWM
0.6%0.66%$3,435.6万11.4万股$3,310.8万13.4万股-1.9万股-14.35%减仓
美光科技MU
0.6%0.13%$3,420.3万3.0万股$666.6万2.0万股+9,908股+50.23%加仓
特斯拉TSLA
0.56%0.53%$3,223.6万7.7万股$2,669.2万7.2万股+4,843股+6.75%加仓
QUANTA SVCSPWR
0.55%0.48%$3,166.7万4.4万股$2,408.9万4.4万股+103股+0.23%加仓
宝洁PG
0.54%0.6%$3,084.8万21.0万股$2,999.3万20.8万股+2,717股+1.31%加仓
家得宝HD
0.54%0.59%$3,067.3万8.7万股$2,973.7万9.0万股-3,445股-3.81%减仓
BOOKING COMBKNG
0.52%0.65%$2,993.2万16.8万股$3,266.8万7,759股+16.0万股+2,064.36%加仓

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