WEIK CAPITAL MANAGEMENT
WYOMISSING PA · SEC CIK 0001278793
$2.51亿2026Q1 申报市值
90持仓数
51.4%前十大占比 · 第一大 7.8%
2 / 3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
VSNT 新建仓+$119.06万
NVDA 加仓+$55.41万
MELI 加仓+$40.63万
UBER 加仓+$36.00万
VCIT 加仓+$22.78万
2026Q1 卖出最多 按季末市值估算
TJX 减仓-$79.21万
GOOGL 减仓-$78.79万
KO 减仓-$70.92万
AMRZ 清仓-$60.70万
GOOG 减仓-$59.47万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AMRZ | Amrize Ltd | $0 | 0.00% | 0 | -11,225 | -100.0% | -$60.70万 | 清仓 |
| ADBE | Adobe Inc. | $0 | 0.00% | 0 | -1,389 | -100.0% | -$48.61万 | 清仓 |
| JBTM | JBT Marel Corp. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BellRing Brands | $0 | 0.00% | 0 | -7,500 | -100.0% | -$20.05万 | 清仓 |
| AIR | AAR Corp. | $21.89万 | 0.09% | 2,000 | 2,000 | — | $21.89万 | 新建仓 |
| MLI | Mueller Industries, Inc. | $22.16万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| DORM | Dorman Products | $26.09万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| JJSF | J & J Snack Foods | $27.74万 | 0.11% | 3,500 | -1,500 | -30.0% | -$11.89万 | 减仓 |
| CHTR | Charter Communications | $28.34万 | 0.11% | 1,313 | -55 | -4.0% | -$1.19万 | 减仓 |
| VYM | Vanguard Hi Div ETF | $28.81万 | 0.11% | 1,945 | 0 | 0.0% | — | 不变 |
| ALSN | Allison Transmission | $29.27万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| T | AT&T Corp. | $30.58万 | 0.12% | 10,550 | -50 | -0.5% | -$1,449 | 减仓 |
| ACN | Accenture PLC | $30.70万 | 0.12% | 1,548 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $33.89万 | 0.13% | 1,860 | -25 | -1.3% | -$4,555 | 减仓 |
| LW | Lamb Weston | $35.29万 | 0.14% | 8,350 | -485 | -5.5% | -$2.05万 | 减仓 |
| LNN | Lindsay Corp. | $35.72万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble | $36.28万 | 0.14% | 2,512 | 0 | 0.0% | — | 不变 |
| VSS | Vgd Int'l Small-Cap ETF | $36.45万 | 0.15% | 2,500 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $40.26万 | 0.16% | 2,087 | 0 | 0.0% | — | 不变 |
| BATRK | Atlanta Braves Holdings | $44.19万 | 0.18% | 10,350 | 0 | 0.0% | — | 不变 |
| SPHR | Sphere Entertainment | $44.61万 | 0.18% | 3,800 | -200 | -5.0% | -$2.35万 | 减仓 |
| PFE | Pfizer Inc. | $44.69万 | 0.18% | 15,915 | 0 | 0.0% | — | 不变 |
| POST | Post Holdings | $47.45万 | 0.19% | 4,800 | 0 | 0.0% | — | 不变 |
| BLK | BlackRock, Inc. | $49.05万 | 0.20% | 510 | -25 | -4.7% | -$2.40万 | 减仓 |
| SCHX | Schwab Large-Cap ETF | $51.65万 | 0.21% | 20,145 | 0 | 0.0% | — | 不变 |
| GHC | Graham Holdings | $52.86万 | 0.21% | 500 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America | $54.52万 | 0.22% | 11,183 | 0 | 0.0% | — | 不变 |
| VIOO | Vgd S&P Sm Cap 600 ETF | $56.73万 | 0.23% | 4,940 | -70 | -1.4% | -$8,038 | 减仓 |
| SCHF | Schwab Int'l Equity ETF | $61.44万 | 0.24% | 24,825 | -500 | -2.0% | -$1.24万 | 减仓 |
| KR | Kroger Company | $62.84万 | 0.25% | 8,685 | -150 | -1.7% | -$1.09万 | 减仓 |
| MELI | MercadoLibre, Inc. | $63.11万 | 0.25% | 365 | 235 | 180.8% | $40.63万 | 加仓 |
| TRV | Travelers, Inc. | $64.75万 | 0.26% | 2,220 | -15 | -0.7% | -$4,375 | 减仓 |
| VBR | Vgd Small-Cap Value ETF | $65.17万 | 0.26% | 3,000 | 0 | 0.0% | — | 不变 |
| MHK | Mohawk Industries | $66.51万 | 0.26% | 6,755 | -100 | -1.5% | -$9,846 | 减仓 |
| VWO | Vgd Emerging Mkts ETF | $72.29万 | 0.29% | 13,375 | 0 | 0.0% | — | 不变 |
| PEP | PepsiCo, Inc. | $73.76万 | 0.29% | 4,750 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co. | $76.96万 | 0.31% | 3,867 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend ETF | $79.02万 | 0.31% | 25,755 | -50 | -0.2% | -$1,534 | 减仓 |
| UNP | Union Pacific | $84.36万 | 0.34% | 3,477 | -60 | -1.7% | -$1.46万 | 减仓 |
| CMCSA | Comcast Corp. A | $88.10万 | 0.35% | 30,685 | 0 | 0.0% | — | 不变 |
| — | LVMH ADR | $88.92万 | 0.35% | 8,140 | 800 | 10.9% | $8.74万 | 加仓 |
| POOL | Pool Corp. | $91.05万 | 0.36% | 4,500 | 0 | 0.0% | — | 不变 |
| GPC | Genuine Parts | $92.74万 | 0.37% | 8,770 | 0 | 0.0% | — | 不变 |
| MGRC | McGrath Rentcorp | $94.84万 | 0.38% | 8,600 | 0 | 0.0% | — | 不变 |
| THO | Thor Industries | $94.95万 | 0.38% | 11,885 | 0 | 0.0% | — | 不变 |
| LDOS | Leidos Holdings | $98.48万 | 0.39% | 6,332 | -150 | -2.3% | -$2.33万 | 减仓 |
| — | Coterra Energy | $100.01万 | 0.40% | 28,460 | -6,700 | -19.1% | -$23.54万 | 减仓 |
| META | Meta Platforms | $100.12万 | 0.40% | 1,750 | -15 | -0.8% | -$8,582 | 减仓 |
| MSGK | MSG Sports | $106.54万 | 0.42% | 3,315 | -200 | -5.7% | -$6.43万 | 减仓 |
| UBER | Uber Technologies, Inc. | $115.02万 | 0.46% | 15,990 | 5,005 | 45.6% | $36.00万 | 加仓 |
| VSNT | Versant Media Group | $119.06万 | 0.47% | 32,161 | 32,161 | — | $119.06万 | 新建仓 |
| MDLZ | Mondelez Int'l | $123.21万 | 0.49% | 21,375 | 0 | 0.0% | — | 不变 |
| VXUS | Vgd Total Int'l Stock ETF | $133.40万 | 0.53% | 17,300 | 500 | 3.0% | $3.86万 | 加仓 |
| CW | Curtiss-Wright Corp. | $136.22万 | 0.54% | 2,000 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp. | $136.50万 | 0.54% | 4,392 | -100 | -2.2% | -$3.11万 | 减仓 |
| GS | Goldman Sachs | $139.59万 | 0.56% | 1,650 | -13 | -0.8% | -$1.10万 | 减仓 |
| VIG | Vgd Div Apprec ETF | $142.26万 | 0.57% | 6,615 | -70 | -1.0% | -$1.51万 | 减仓 |
| DIS | Disney (Walt) | $147.80万 | 0.59% | 15,335 | 450 | 3.0% | $4.34万 | 加仓 |
| AXP | American Express | $147.85万 | 0.59% | 4,888 | -105 | -2.1% | -$3.18万 | 减仓 |
| IBM | Int'l Business Machines | $150.65万 | 0.60% | 6,215 | 53 | 0.9% | $1.28万 | 加仓 |
| WTS | Watts Water Technologies | $169.82万 | 0.68% | 5,850 | -150 | -2.5% | -$4.35万 | 减仓 |
| CVX | Chevron Corp. | $171.71万 | 0.68% | 8,299 | -150 | -1.8% | -$3.10万 | 减仓 |
| PNC | PNC Financial | $180.00万 | 0.72% | 8,650 | -10 | -0.1% | -$2,081 | 减仓 |
| DEO | Diageo PLC ADR | $185.99万 | 0.74% | 24,982 | -2,370 | -8.7% | -$17.64万 | 减仓 |
| NVDA | NVIDIA Corp. | $196.93万 | 0.78% | 11,292 | 3,177 | 39.1% | $55.41万 | 加仓 |
| SCHB | Schwab US Brd Mkt ETF | $213.49万 | 0.85% | 85,055 | 2,950 | 3.6% | $7.40万 | 加仓 |
| IVV | iShares S&P 500 ETF | $224.90万 | 0.90% | 3,443 | 13 | 0.4% | $8,492 | 加仓 |
| — | ExxonMobil Corp. | $226.92万 | 0.90% | 13,375 | -85 | -0.6% | -$1.44万 | 减仓 |
| UNH | UnitedHealth Group | $257.60万 | 1.03% | 9,520 | -150 | -1.6% | -$4.06万 | 减仓 |
| TDY | Teledyne Technologies | $268.32万 | 1.07% | 4,435 | -165 | -3.6% | -$9.98万 | 减仓 |
| AAPL | Apple Inc. | $325.96万 | 1.30% | 12,844 | -35 | -0.3% | -$8,882 | 减仓 |
| VCSH | Vgd S-T Corp Index ETF | $328.78万 | 1.31% | 41,477 | -111 | -0.3% | -$8,799 | 减仓 |
| HD | Home Depot | $369.80万 | 1.47% | 11,244 | -400 | -3.4% | -$13.16万 | 减仓 |
| CTAS | Cintas Corp. | $370.16万 | 1.47% | 21,885 | -960 | -4.2% | -$16.24万 | 减仓 |
| AMZN | Amazon.com, Inc. | $397.45万 | 1.58% | 19,084 | 602 | 3.3% | $12.54万 | 加仓 |
| KO | Coca-Cola Co. | $408.16万 | 1.62% | 53,670 | -9,325 | -14.8% | -$70.92万 | 减仓 |
| JPM | JPMorgan Chase | $412.56万 | 1.64% | 14,025 | -297 | -2.1% | -$8.74万 | 减仓 |
| LMT | Lockheed Martin | $443.80万 | 1.77% | 7,343 | -85 | -1.1% | -$5.14万 | 减仓 |
| VCIT | Vgd I-T Corp Index ETF | $444.59万 | 1.77% | 53,727 | 2,753 | 5.4% | $22.78万 | 加仓 |
| MA | Mastercard, Inc. | $445.60万 | 1.77% | 8,918 | 412 | 4.8% | $20.59万 | 加仓 |
| JNJ | Johnson & Johnson | $465.51万 | 1.85% | 19,044 | -310 | -1.6% | -$7.58万 | 减仓 |
| ORLY | O'Reilly Automotive | $485.27万 | 1.93% | 52,570 | -1,070 | -2.0% | -$9.88万 | 减仓 |
| NSRGY | Nestle Reg ADR | $498.81万 | 1.99% | 50,334 | -550 | -1.1% | -$5.45万 | 减仓 |
| WFC | Wells Fargo | $585.83万 | 2.33% | 73,588 | 610 | 0.8% | $4.86万 | 加仓 |
| MLM | Martin Marietta Matrls. | $614.58万 | 2.45% | 10,440 | -34 | -0.3% | -$2.00万 | 减仓 |
| GOOGL | Alphabet Inc. Cl A | $650.20万 | 2.59% | 22,611 | -2,740 | -10.8% | -$78.79万 | 减仓 |
| COST | Costco Wholesale | $705.27万 | 2.81% | 7,078 | -485 | -6.4% | -$48.33万 | 减仓 |
| BRK/A | Berkshire Hathaway A | $861.77万 | 3.43% | 12 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc. | $1,114.83万 | 4.44% | 89,703 | -4,632 | -4.9% | -$57.57万 | 减仓 |
| TJX | TJX Companies | $1,618.88万 | 6.44% | 101,370 | -4,960 | -4.7% | -$79.21万 | 减仓 |
| PGR | Progressive Corp. | $1,755.38万 | 6.99% | 88,548 | -354 | -0.4% | -$7.02万 | 减仓 |
| MSFT | Microsoft Corp. | $1,757.32万 | 6.99% | 47,473 | -588 | -1.2% | -$21.77万 | 减仓 |
| GOOG | Alphabet Inc. Cl C | $1,873.15万 | 7.45% | 65,299 | -2,073 | -3.1% | -$59.47万 | 减仓 |
| BRK/B | Berkshire Hathaway B | $1,970.90万 | 7.84% | 41,129 | -595 | -1.4% | -$28.51万 | 减仓 |