13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001895362
申报总市值
US$58.0亿
US$58.0亿
333 檔
20.7%
Q2 2026 季度申报显示，Badgley Phelps Wealth Managers, LLC 披露的美股组合总市值为 US$58.0亿，涵盖 333 个不同之权益投资仓位。
Badgley Phelps Wealth Managers, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 92 档持股的同时，亦同步清仓 10 档并减仓 77 档标的。
在资产配置集中度方面，Badgley Phelps Wealth Managers, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 20.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 333 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 4.76% | +0.55% | +0.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.37% | +0.90% | +0.68% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | +1.55% | +0.57% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.20% | +0.06% | +2.14% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.47% | -0.42% | -3.01% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.69% | +0.08% | +0.45% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.65% | -0.01% | +2.10% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.46% | -0.24% | +1.31% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.38% | -0.01% | +3.48% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.03% | -0.03% | +2.82% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | -0.13% | -2.38% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.95% | -0.10% | -0.76% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.58% | -0.16% | +1.89% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.02% | -0.43% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.56% | -0.44% | -7.06% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.54% | -0.09% | +1.96% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.54% | -0.14% | +1.80% | |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.48% | -0.08% | +2.44% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.37% | -0.13% | +1.44% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.34% | -0.04% | -0.53% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | +0.03% | +1.09% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.20% | +0.33% | -0.13% | |
| 23 | CAT | Caterpillar Inc | 股票-工业 | 1.18% | -0.33% | +4.72% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.12% | +0.14% | +7.64% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.10% | +0.03% | +3.35% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.10% | +0.07% | +330.87% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.05% | -0.31% | -0.12% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 1.04% | -0.13% | -2.08% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.00% | -0.04% | -24.72% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.98% | +0.02% | +1.60% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.96% | — | -2.75% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | -0.10% | -1.52% | |
| 33 | COLM | Columbia Sportswear Co | 股票-其他 | 0.83% | -0.07% | — | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.77% | -0.10% | -1.46% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.71% | -0.09% | -4.16% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.71% | +0.04% | +9.17% | |
| 37 | VLO | Valero Energy CORP | 股票-能源 | 0.71% | +0.28% | -4.18% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.70% | -0.07% | +1.73% | |
| 39 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | +0.01% | -1.78% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | -0.04% | +0.91% | |
| 41 | MRVL | Marvell Technology Inc | 股票-科技 | 0.67% | -0.10% | +0.68% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.64% | -0.04% | +1.57% | |
| 43 | PH | Parker Hannifin CORP | 股票-工业 | 0.62% | -0.02% | +1.88% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.60% | -0.12% | -14.35% | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.60% | -0.03% | +50.23% | |
| 46 | TSLA | Tesla Inc | 股票-周期性消费 | 0.56% | -0.08% | +6.75% | |
| 47 | PWR | Quanta Services Inc | 股票-工业 | 0.55% | -0.06% | +0.23% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | -0.01% | +1.31% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.54% | -0.14% | -3.81% | |
| 50 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.52% | -0.08% | +2064.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.6% | -7.06% | 减仓 |
| 2 | PANW | Palo Alto Networks Inc | +0.6% | +7.64% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.5% | -0.12% | 减仓 |
| 4 | MU | Micron Technology Inc | +0.5% | +50.23% | 加仓 |
| 5 | SMMD | Ishares Russell 2500 ETF | +0.5% | NEW | 新建仓 |
| 6 | MRVL | Marvell Technology Inc | +0.4% | +0.68% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.3% | +4.72% | 加仓 |
| 8 | LLY | Eli Lilly & Co | +0.2% | -0.76% | 减仓 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | -1.52% | 减仓 |
| 10 | EWY | Ishares Msci South Korea ETF | +0.2% | NEW | 新建仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +2.82% | 加仓 |
| 12 | INTC | Intel CORP | +0.2% | +218.92% | 加仓 |
| 13 | ✓ | +0.2% | NEW | 新建仓 | |
| 14 | IWO | Ishares Russell 2000 Growth | +0.2% | +1.89% | 加仓 |
| 15 | DAL | Delta Air Lines Inc | +0.2% | NEW | 新建仓 |
| 16 | ✓ | +0.2% | NEW | 新建仓 | |
| 17 | AMD | Advanced Micro Devices | +0.2% | +69.58% | 加仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.38% | 减仓 |
| 19 | AVGO | Broadcom Inc | +0.1% | +1.44% | 加仓 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +13.49% | 加仓 |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | +7.46% | 加仓 |
| 22 | URI | United Rentals Inc | +0.1% | +1.45% | 加仓 |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +330.87% | 加仓 |
| 24 | GEV | GE Vernova Inc | +0.1% | +34.00% | 加仓 |
| 25 | MS | Morgan Stanley | +0.1% | -2.08% | 减仓 |
| 26 | SNX | TD Synnex CORP | +0.1% | +10.00% | 加仓 |
| 27 | APH | Amphenol Corp-cl A | +0.1% | +17.71% | 加仓 |
| 28 | IWN | Ishares Russell 2000 Value E | +0.1% | +1.96% | 加仓 |
| 29 | PWR | Quanta Services Inc | +0.1% | +0.23% | 加仓 |
| 30 | GE | General Electric | +0.1% | +1.29% | 加仓 |
| 31 | NVDA | Nvidia CORP | +0.1% | +0.10% | 加仓 |
| 32 | AAPL | Apple Inc | +0.1% | +0.68% | 加仓 |
| 33 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.31% | 加仓 |
| 34 | RSP | Invesco S&p 500 Equal Weight | 0% | +9.17% | 加仓 |
| 35 | ANET | Arista Networks Inc | 0% | +14.27% | 加仓 |
| 36 | AMZN | Amazon.com Inc | 0% | +0.45% | 加仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +3.48% | 加仓 |
| 38 | IWD | Ishares Russell 1000 Value E | 0% | +3.35% | 加仓 |
| 39 | VV | Vanguard Large-cap ETF | 0% | +1.60% | 加仓 |
| 40 | BAC | Bank Of America CORP | 0% | +0.91% | 加仓 |
| 41 | TSLA | Tesla Inc | 0% | +6.75% | 加仓 |
| 42 | RELY | Remitly Global Inc | 0% | +5.42% | 加仓 |
| 43 | WDC | Western Digital CORP | 0% | NEW | 新建仓 |
| 44 | ETN | Eaton Corporation plc | 0% | +2.29% | 加仓 |
| 45 | FWONK | Liberty Media Corp-formula-c | 0% | +13.57% | 加仓 |
| 46 | UNH | Unitedhealth Group Inc | 0% | -17.16% | 减仓 |
| 47 | SNDK | Sandisk CORP | 0% | NEW | 新建仓 |
| 48 | V | Visa Inc-class A Shares | 0% | +1.09% | 加仓 |
| 49 | IWP | Ishares Russell Mid-cap Grow | 0% | +1.57% | 加仓 |
| 50 | IBM | Intl Business Machines CORP | 0% | +3.20% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Badgley Phelps Wealth Managers, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$58.0亿，共申报了 333 个公开持股仓位。
在 Q2 2026 季度，Badgley Phelps Wealth Managers, LLC 按市值排列的前三大核心持股分别为：NVDA (4.8%)、AAPL (4.4%)、MSFT (4.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
SMMD
市值: US$2561.1万
本季最大获利了结 / 清仓标的
HON
前期市值: US$2082.7万
在 Q2 2026 季度中，Badgley Phelps Wealth Managers, LLC 共进行了 195 项持仓异动，包含新建仓 16 个仓位、加仓 92 个仓位、减仓 77 个仓位以及清仓 10 个仓位。 其中最大新建仓标的为 SMMD。 本季清仓仓位包含 HON。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。