13FBOX
巴特利特财富管理 · 13F 持仓分析
期权收益计算器 机构排行

巴特利特财富管理

BARTLETT & CO. WEALTH MANAGEMENT LLCNo.696 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$79.93亿
环比变动 Q1 2026
+$1.70亿+2.2%
持仓股票数
1333
新买入
99
加仓
444
减仓
248
清仓
43
持股不变
542
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
苹果AAPL
5.98%5.84%$4.78亿165.2万股$4.56亿164.9万股+2,947股+0.18%加仓
AAlphabet Inc Class CGOOG
5.75%6.4%$4.60亿130.1万股$5.01亿131.9万股-1.8万股-1.36%减仓
微软MSFT
4.62%5.21%$3.69亿98.9万股$4.07亿98.5万股+4,614股+0.47%加仓
V先锋领航指数基金VOO
3.11%3.03%$2.48亿36.2万股$2.37亿35.9万股+2,818股+0.79%加仓
摩根大通JPM
3.03%2.91%$2.42亿73.9万股$2.27亿73.9万股+717股+0.10%加仓
英伟达NVDA
3.02%3.02%$2.42亿120.8万股$2.36亿119.0万股+1.8万股+1.52%加仓
亚马逊AMZN
2.79%3.23%$2.23亿93.6万股$2.53亿93.0万股+6,245股+0.67%加仓
伯克希尔哈撒韦BRK.B
2.45%2.34%$1.96亿39.1万股$1.83亿39.1万股+188股+0.05%加仓
IiShares安硕信托IEFA
2.28%2.19%$1.82亿188.6万股$1.71亿181.7万股+6.9万股+3.79%加仓
万事达MA
2.19%2.2%$1.75亿34.1万股$1.72亿34.1万股+16股+0.00%加仓
宝洁PG
1.91%1.93%$1.53亿104.2万股$1.51亿104.5万股-2,409股-0.23%减仓
TJXTJX
1.86%1.94%$1.49亿98.1万股$1.52亿98.4万股-3,101股-0.32%减仓
谷歌AGOOGL
1.79%1.97%$1.43亿40.1万股$1.54亿40.3万股-2,177股-0.54%减仓
好市多COST
1.65%1.82%$1.32亿14.1万股$1.42亿14.0万股+881股+0.63%加仓
PALO ALTOPANW
1.61%0.83%$1.29亿37.7万股$6,476.0万35.1万股+2.6万股+7.45%加仓
迪尔DE
1.61%1.5%$1.28亿20.2万股$1.18亿20.3万股-909股-0.45%减仓
ANALOG DEVICES COMADI
1.57%1.61%$1.25亿31.6万股$1.26亿31.8万股-2,145股-0.67%减仓
林德LIN
1.56%1.52%$1.25亿24.1万股$1.19亿24.1万股-91股-0.04%减仓
阿斯麦ASML
1.53%1.09%$1.22亿6.2万股$8,519.9万6.1万股+58股+0.09%加仓
AMGEN COMAMGN
1.48%1.37%$1.18亿32.7万股$1.07亿33.0万股-3,066股-0.93%减仓
伊顿ETN
1.44%1.44%$1.15亿27.1万股$1.13亿26.7万股+4,172股+1.56%加仓
LOWES COS COMLOW
1.32%1.42%$1.06亿47.9万股$1.11亿49.5万股-1.5万股-3.13%减仓
N新纪元能源NEE
1.28%1.43%$1.02亿116.5万股$1.12亿116.9万股-3,415股-0.29%减仓
Meta平台META
1.27%1.37%$1.02亿18.0万股$1.07亿17.6万股+4,370股+2.48%加仓
IiShares安硕·COREIJH
1.16%1%$9,294.8万120.5万股$7,844.5万108.4万股+12.1万股+11.17%加仓
IiShares安硕·COREIJR
1.15%1.05%$9,198.1万62.0万股$8,214.4万60.3万股+1.7万股+2.81%加仓
雅培ABT
1.07%1.11%$8,565.7万94.4万股$8,709.3万98.8万股-4.4万股-4.45%减仓
T赛默飞世尔TMO
1.05%1.08%$8,381.1万16.7万股$8,462.7万18.3万股-1.6万股-8.70%减仓
CHUBB LIMITEDCB
0.96%0.95%$7,710.7万22.6万股$7,427.0万22.8万股-2,694股-1.18%减仓
博通AVGO
0.94%0.59%$7,525.4万19.9万股$4,583.5万11.0万股+8.9万股+81.03%加仓
雪佛龙CVX
0.92%1.11%$7,362.0万44.4万股$8,701.4万45.3万股-8,407股-1.86%减仓
杜克能源DUK
0.92%0.94%$7,348.4万58.1万股$7,388.3万58.0万股+836股+0.14%加仓
百事可乐PEP
0.89%1.06%$7,097.1万52.4万股$8,282.3万53.6万股-1.2万股-2.17%减仓
WASTE MGMT DELWM
0.87%0.92%$6,962.6万31.2万股$7,204.0万31.6万股-3,781股-1.20%减仓
联合健康UNH
0.85%0.78%$6,810.5万16.4万股$6,110.0万16.5万股-942股-0.57%减仓
IiShares安硕IEMG
0.77%0.71%$6,178.2万74.6万股$5,577.6万71.0万股+3.6万股+5.07%加仓
强生JNJ
0.74%0.66%$5,903.1万23.2万股$5,192.0万23.2万股+854股+0.37%加仓
G通用动力VTI
0.74%0.72%$5,886.3万15.9万股$5,670.4万16.0万股-1,119股-0.70%减仓
LabcorpECL
0.72%0.66%$5,728.2万20.5万股$5,156.9万20.4万股+756股+0.37%加仓
V先锋领航斯科茨代尔基金BSV
0.7%0.71%$5,556.2万70.3万股$5,559.4万70.4万股-1,305股-0.19%减仓
V先锋领航斯科茨代尔基金VCIT
0.67%0.69%$5,380.9万65.1万股$5,410.0万65.7万股-5,746股-0.87%减仓
伯克希尔哈撒韦BRK.A
0.66%0.63%$5,242.0万70股$4,919.5万70股00.00%持仓不变
ILLINOIS TOOLITW
0.65%0.62%$5,197.5万19.1万股$4,886.0万19.4万股-3,012股-1.55%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.56%0.53%$4,454.0万6.3万股$4,166.1万6.3万股+83股+0.13%加仓
Q高通QCOM
0.55%0.66%$4,421.3万23.9万股$5,192.7万30.8万股-6.9万股-22.42%减仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
0.51%0.46%$4,113.1万85.2万股$3,587.5万74.1万股+11.1万股+14.99%加仓
沃尔玛WMT
0.51%0.6%$4,043.0万35.7万股$4,674.5万35.9万股-1,704股-0.48%减仓
安费诺APH
0.51%<0.01%$4,041.7万22.9万股$10.6万751股+22.8万股+30,384.55%加仓
标普全球SPGI
0.5%0.58%$4,024.5万9.9万股$4,523.0万10.6万股-7,667股-7.20%减仓
优步UBER
0.47%0.55%$3,780.9万52.4万股$4,320.9万58.4万股-6.1万股-10.35%减仓

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