Laird Norton Wetherby Wealth Management, LLC
CIK 1279627 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.7B
- 持仓
- 931
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 1685（共 9443） · 前 17.8%
投资组合价值同比（季度）：+5.8% 13F不披露现金
- 前十大持仓权重
- 34.60%
- 前二十五大持仓权重
- 44.83%
- 持仓高于 1%
- 11
- 有效持仓数量
- 46.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q3 2025: 17.96% 估计买入 $300325141 · 卖出 $345430449
- 新仓位
- 43
- 增加
- 433
- 减少
- 341
- 已结清
- 42
本页内容
与标普500指数的表现对比
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：86.7% · 已排除期权：0.0%
行业细分
Technology
28.1%
Industrials
9.2%
Financials
7.9%
Healthcare
7.6%
Financial Services
6.1%
Consumer Discretionary
4.1%
Materials
2.9%
Retail
2.8%
Energy
2.7%
Real Estate
1.7%
Communication Services
1.5%
Utilities
1.5%
Consumer Staples
1.2%
Telecommunication
0.7%
Consumer products
0.5%
Packaging
0.2%
Logistics & Transportation
0.1%
Diversified Consumer Services
0.1%
Communications
0.1%
Paper & Forest
0.0%
其他/未映射
21.0%
完整投资组合 931 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $160368368 | 9.33% | 629809 | $27920111 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $126081474 | 7.33% | 243424 | $11477718 | 上涨 ×1 | ||
| VTI | $103223559 | 6.00% | 314543 | $7754934 | 上涨 ×1 | ||
| VEA | $43361898 | 2.52% | 723663 | $43101303 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $31419430 | 1.83% | 95236 | $6365845 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $29809417 | 1.73% | 106730 | $5752027 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $29263260 | 1.70% | 92773 | $28563417 | 上涨 ×1 | ||
| VT | $27431263 | 1.60% | 199066 | $27352760 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $24507186 | 1.43% | 55107 | $24500515 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $19402511 | 1.13% | 25429 | $-93722 | 上涨 ×1 | ||
| V Visa Inc. | $18576640 | 1.08% | 54416 | $-163000 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $16420687 | 0.96% | 58387 | $4087187 | 上涨 ×1 | ||
| CMC Commercial Metals Company Common Stock | $16085191 | 0.94% | 280817 | $2341633 | 下跌 ×1 | ||
| MA Mastercard Incorporated Common Stock | $15330568 | 0.89% | 26952 | $15127707 | 上涨 ×1 | ||
| IVW | $13535544 | 0.79% | 112123 | $1190751 | |||
| HD Home Depot, Inc. (The) Common Stock | $12593082 | 0.73% | 31079 | $1119438 | 下跌 ×1 | ||
| VOO | $12373661 | 0.72% | 20206 | $11932707 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $10350573 | 0.60% | 44703 | $2089685 | 上涨 ×1 | ||
| TEL TE Connectivity plc Ordinary Shares | $10287835 | 0.60% | 46863 | $2294226 | 下跌 ×1 | ||
| IGF iShares Global Infrastructure ETF | $9850806 | 0.57% | 161172 | $1566206 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $9247365 | 0.54% | 179247 | $836461 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8218425 | 0.48% | 11191 | $-30963123 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $7825358 | 0.46% | 23559 | $433634 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $7641002 | 0.44% | 67769 | $7489435 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $7481921 | 0.44% | 100604 | $7293719 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $7223676 | 0.42% | 20920 | $6956317 | 上涨 ×1 | ||
| SPGI S&P Global Inc. Common Stock | $7093312 | 0.41% | 14574 | $-594577 | 下跌 ×1 | ||
| INTU Intuit Inc. - Common Stock | $6771053 | 0.39% | 9915 | $-982377 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $6725806 | 0.39% | 80136 | $265408 | 下跌 ×1 | ||
| PEN Penumbra, Inc. Common Stock | $6465993 | 0.38% | 25525 | $-172512 | 下跌 ×1 | ||
| NVS Novartis AG Common Stock | $6367758 | 0.37% | 49655 | $321614 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $6134426 | 0.36% | 38591 | $6127101 | 上涨 ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $6049001 | 0.35% | 6573 | $-663334 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $5896855 | 0.34% | 19405 | $26993 | 下跌 ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $5830951 | 0.34% | 76003 | $823210 | 上涨 ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $5787426 | 0.34% | 4391 | $-886663 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $5674753 | 0.33% | 15163 | $483761 | 上涨 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $5669882 | 0.33% | 34082 | $264438 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $5638703 | 0.33% | 85023 | $5637916 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5532075 | 0.32% | 27020 | $463232 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $5499017 | 0.32% | 19489 | $49124 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $5443970 | 0.32% | 35057 | $5427073 | 上涨 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5383334 | 0.31% | 37245 | $807339 | 上涨 ×1 | ||
| UBS UBS Group AG Registered Ordinary Shares | $5338856 | 0.31% | 130216 | $960214 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $5301083 | 0.31% | 31680 | $925972 | 上涨 ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $5159628 | 0.30% | 35437 | $368384 | 上涨 ×1 | ||
| IVV | $5096502 | 0.30% | 7615 | $566392 | 上涨 ×1 | ||
| MDY | $5021284 | 0.29% | 8425 | $699041 | 上涨 ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $4859374 | 0.28% | 900 | $-229390 | 上涨 ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $4845168 | 0.28% | 44067 | $4835134 | 上涨 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $4830788 | 0.28% | 50600 | $-260318 | 下跌 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4818442 | 0.28% | 26414 | $1617103 | 上涨 ×1 | ||
| TM Toyota Motor Corporation Common Stock | $4743045 | 0.28% | 24821 | $306316 | 下跌 ×1 | ||
| KB KB Financial Group Inc | $4650754 | 0.27% | 56094 | $30256 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $4581373 | 0.27% | 19382 | $-82167 | 下跌 ×1 | ||
| ING ING Group, N.V. Common Stock | $4466983 | 0.26% | 171280 | $756999 | 上涨 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $4455149 | 0.26% | 15179 | $-213523 | 上涨 ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $4370492 | 0.25% | 17723 | $-1638692 | 下跌 ×1 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $4325293 | 0.25% | 66533 | $-165725 | 下跌 ×1 | ||
| MCK McKesson Corporation Common Stock | $4303845 | 0.25% | 5571 | $243490 | 上涨 ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $4264692 | 0.25% | 60083 | $648659 | 上涨 ×1 | ||
| IWV | $4254976 | 0.25% | 11229 | $811666 | 上涨 ×1 | ||
| RY Royal Bank Of Canada Common Stock | $4228084 | 0.25% | 28700 | $472068 | 上涨 ×1 | ||
| VEU | $4211250 | 0.24% | 59006 | $244606 | 下跌 ×1 | ||
| SAN Banco Santander, S.A. Sponsored ADR (Spain) | $4207029 | 0.24% | 401434 | $962542 | 上涨 ×1 | ||
| SNX TD SYNNEX Corporation Common Stock | $4202644 | 0.24% | 25665 | $3922966 | 上涨 ×1 | ||
| VIG | $4199889 | 0.24% | 19463 | $26561 | 下跌 ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4159567 | 0.24% | 21282 | $661325 | 下跌 ×1 | ||
| MCO Moody's Corporation Common Stock | $4146846 | 0.24% | 8703 | $-139283 | 上涨 ×1 | ||
| CBRE CBRE Group Inc Common Stock Class A | $4120510 | 0.24% | 26152 | $514241 | 上涨 ×1 | ||
| KLAC KLA Corporation - Common Stock | $4085898 | 0.24% | 3788 | $757194 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4048977 | 0.24% | 24199 | $1127828 | 上涨 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $3982015 | 0.23% | 8210 | $718872 | 上涨 ×1 | ||
| VUG | $3973552 | 0.23% | 8285 | $358960 | 上涨 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $3966337 | 0.23% | 47320 | $347316 | 上涨 ×1 | ||
| IBN ICICI Bank Limited Common Stock | $3942899 | 0.23% | 130430 | $-403726 | 上涨 ×1 | ||
| XYL Xylem Inc. Common Stock New | $3860223 | 0.22% | 26171 | $634631 | 上涨 ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $3858706 | 0.22% | 28928 | $210432 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $3762731 | 0.22% | 28101 | $1126666 | 上涨 ×1 | ||
| CRH CRH PLC Ordinary Shares | $3751312 | 0.22% | 31287 | $735039 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3706685 | 0.22% | 6174 | $3447850 | 上涨 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $3683374 | 0.21% | 17327 | $3605291 | 上涨 ×1 | ||
| CI The Cigna Group Common Stock | $3680665 | 0.21% | 12769 | $3680027 | 上涨 ×1 | ||
| T AT&T Inc. | $3608815 | 0.21% | 127791 | $3566852 | 上涨 ×1 | ||
| ECL Ecolab Inc. Common Stock | $3606195 | 0.21% | 13168 | $54416 | 下跌 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $3599260 | 0.21% | 14649 | $30626 | 下跌 ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $3598193 | 0.21% | 20132 | $1420947 | 上涨 ×1 | ||
| IEMG | $3587310 | 0.21% | 54419 | $3241297 | 上涨 ×1 | ||
| WF Woori Financial Group Inc. American Depositary Shares (each representing three (3) shares of Common Stock) | $3580686 | 0.21% | 63770 | $486435 | 上涨 ×1 | ||
| APH Amphenol Corporation Common Stock | $3576375 | 0.21% | 28900 | $664435 | 下跌 ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3556238 | 0.21% | 23930 | $3554277 | 上涨 ×1 | ||
| VRSK Verisk Analytics, Inc. - Common Stock | $3512841 | 0.20% | 13967 | $-1056241 | 下跌 ×1 | ||
| INFY Infosys Limited American Depositary Shares | $3385771 | 0.20% | 208099 | $-645468 | 下跌 ×1 | ||
| GPN Global Payments Inc. Common Stock | $3363601 | 0.20% | 40486 | $147759 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $3337678 | 0.19% | 5428 | $604618 | 上涨 ×1 | ||
| ENB Enbridge Inc Common Stock | $3242409 | 0.19% | 64257 | $269960 | 下跌 ×1 | ||
| EEM | $3229094 | 0.19% | 60470 | $3217034 | 上涨 ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $3218225 | 0.19% | 13444 | $114888 | 上涨 ×1 | ||
| DHR Danaher Corporation Common Stock | $3176150 | 0.18% | 16020 | $2983746 | 上涨 ×1 | ||
| TT Trane Technologies plc | $3108580 | 0.18% | 7367 | $-34649 | 上涨 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| NXT | $554186 | 7490 | 0.03% |
| JHX | $468302 | 24378 | 0.03% |
| ALB | $390887 | 4821 | 0.02% |
| BIDU | $373832 | 2837 | 0.02% |
| CLS | $338527 | 1374 | 0.02% |
| HTGC | $321811 | 17018 | 0.02% |
| IAT | $315180 | 6000 | 0.02% |
| LEU | $311621 | 1005 | 0.02% |
| KWEB | $294070 | 7000 | 0.02% |
| RGLD | $275999 | 1376 | 0.02% |
| MDB | $269100 | 867 | 0.02% |
| RDDT | $265869 | 1156 | 0.02% |
| FNV | $265263 | 1190 | 0.02% |
| EINC | $264364 | 2666 | 0.02% |
| PII | $248506 | 4275 | 0.01% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| META | 削减 | -42K | -$31.0M |
| AAPL | 削减 | -16K | +$27.9M |
| MSFT | 增持 | +13K | +$11.5M |
| VTI | 增持 | +429 | +$7.8M |
| AVGO | 增持 | +4K | +$6.4M |
| TSM | 增持 | +515 | +$5.8M |
| ORCL | 增持 | +2K | +$4.1M |
33 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| FLOT | 2025年9月30日 | 24670 | $1258664 | 不再跟踪 |
| JHXXXXX | 2025年9月30日 | 27967 | $752033 | 不再跟踪 |
| ANSS | 2025年9月30日 | 1268 | $445347 | 不再跟踪 |
| PHT | 2025年9月30日 | 47165 | $381565 | 不再跟踪 |
| JNPR | 2025年9月30日 | 9288 | $370870 | 不再跟踪 |
| DOX | 2025年9月30日 | 3322 | $303100 | -25.8% |
| HQH | 2025年9月30日 | 19442 | $301157 | 30.9% |
| VGLT | 2025年9月30日 | 5319 | $298527 | |
| DT | 2025年9月30日 | 5400 | $298134 | -0.6% |
| PHI | 2025年9月30日 | 13340 | $290279 | 1.9% |
| EMN | 2025年9月30日 | 3362 | $251007 | 18.3% |
| WBA | 2025年9月30日 | 21737 | $249546 | 不再跟踪 |
| TEAM | 2025年9月30日 | 1207 | $245130 | 6.6% |
| MOH | 2025年9月30日 | 795 | $236831 | 3.6% |
| AL | 2025年9月30日 | 3811 | $222906 | 不再跟踪 |
| G | 2025年9月30日 | 5042 | $221899 | -10.9% |
| LULU | 2025年9月30日 | 907 | $215486 | -33.8% |
| KD | 2025年9月30日 | 5080 | $213157 | -58.7% |
| CPT | 2025年9月30日 | 1842 | $207575 | 1.3% |
| TTD | 2025年9月30日 | 2860 | $205892 | -73.0% |
| IGA | 2025年9月30日 | 20681 | $205363 | 4.6% |
| DPG | 2025年9月30日 | 16380 | $203276 | 13.8% |
| BMI | 2025年9月30日 | 829 | $203064 | -28.0% |
| KMX | 2025年9月30日 | 3020 | $202975 | 37.3% |
| CWEN | 2025年9月30日 | 6332 | $202624 | 16.6% |
| BRW | 2025年9月30日 | 25107 | $202363 | -17.3% |
| CART | 2025年9月30日 | 4471 | $202269 | 36.7% |
| GDV | 2025年9月30日 | 7736 | $201214 | 11.9% |
| SPE | 2025年9月30日 | 12637 | $195748 | -13.9% |
| FLC | 2025年9月30日 | 11464 | $194888 | -5.8% |
| SABA | 2025年9月30日 | 21197 | $194801 | -10.1% |
| BOE | 2025年9月30日 | 17134 | $194471 | 6.4% |
| STZ | 2025年9月30日 | 1194 | $194240 | -0.3% |
| RLTY | 2025年9月30日 | 12609 | $191405 | 2.1% |
| FTF | 2025年9月30日 | 29743 | $190951 | 不再跟踪 |
| OGN | 2025年9月30日 | 17529 | $169681 | 28.6% |
| PCG | 2025年9月30日 | 9982 | $139152 | 18.6% |
| RDFN | 2025年9月30日 | 12026 | $134571 | 不再跟踪 |
| LCIDXXXX | 2025年9月30日 | 33762 | $71238 | 不再跟踪 |
| GGB | 2025年9月30日 | 14345 | $41888 | 41.9% |
| SID | 2025年9月30日 | 13604 | $19046 | -37.9% |
| HES | 2025年9月30日 | 35 | $4849 | 不再跟踪 |