WEIK CAPITAL MANAGEMENT
WYOMISSING PA · SEC CIK 0001278793
$2.60亿2026Q2 申报市值
93持仓数
51.0%前十大占比 · 第一大 8.6%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$178.90万
DVN 新建仓+$80.66万
Franklin NJ Muni 新建仓+$25.57万
SCHE 新建仓+$21.30万
STRL 新建仓+$20.98万
2026Q2 卖出最多 按季末市值估算
ExxonMobil Corp. 清仓-$226.92万
Coterra Energy 清仓-$100.01万
GOOG 减仓-$60.14万
BRK/B 减仓-$48.54万
COST 减仓-$45.93万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Cl C | $2,247.06万 | 8.63% | 63,597 | -1,702 | -2.6% | -$60.14万 | 减仓 |
| BRK/B | Berkshire Hathaway B | $2,009.52万 | 7.72% | 40,159 | -970 | -2.4% | -$48.54万 | 减仓 |
| PGR | Progressive Corp. | $1,896.50万 | 7.29% | 86,816 | -1,732 | -2.0% | -$37.84万 | 减仓 |
| MSFT | Microsoft Corp. | $1,737.01万 | 6.67% | 46,566 | -907 | -1.9% | -$33.83万 | 减仓 |
| TJX | TJX Companies | $1,504.39万 | 5.78% | 99,300 | -2,070 | -2.0% | -$31.36万 | 减仓 |
| WMT | Walmart Inc. | $989.22万 | 3.80% | 87,341 | -2,362 | -2.6% | -$26.75万 | 减仓 |
| BRK/A | Berkshire Hathaway A | $898.62万 | 3.45% | 12 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet Inc. Cl A | $775.71万 | 2.98% | 21,706 | -905 | -4.0% | -$32.34万 | 减仓 |
| COST | Costco Wholesale | $616.19万 | 2.37% | 6,587 | -491 | -6.9% | -$45.93万 | 减仓 |
| WFC | Wells Fargo | $604.64万 | 2.32% | 73,166 | -422 | -0.6% | -$3.49万 | 减仓 |
| MLM | Martin Marietta Matrls. | $592.96万 | 2.28% | 10,282 | -158 | -1.5% | -$9.11万 | 减仓 |
| NSRGY | Nestle Reg ADR | $503.64万 | 1.93% | 49,045 | -1,289 | -2.6% | -$13.24万 | 减仓 |
| ORLY | O'Reilly Automotive | $481.40万 | 1.85% | 52,275 | -295 | -0.6% | -$2.72万 | 减仓 |
| JNJ | Johnson & Johnson | $473.50万 | 1.82% | 18,644 | -400 | -2.1% | -$10.16万 | 减仓 |
| MA | Mastercard, Inc. | $459.88万 | 1.77% | 8,954 | 36 | 0.4% | $1.85万 | 加仓 |
| JPM | JPMorgan Chase | $447.23万 | 1.72% | 13,663 | -362 | -2.6% | -$11.85万 | 减仓 |
| VCIT | Vgd I-T Corp Index ETF | $447.15万 | 1.72% | 54,101 | 374 | 0.7% | $3.09万 | 加仓 |
| AMZN | Amazon.com, Inc. | $442.90万 | 1.70% | 18,583 | -501 | -2.6% | -$11.94万 | 减仓 |
| KO | Coca-Cola Co. | $427.81万 | 1.64% | 52,641 | -1,029 | -1.9% | -$8.36万 | 减仓 |
| HD | Home Depot | $399.73万 | 1.54% | 11,334 | 90 | 0.8% | $3.17万 | 加仓 |
| UNH | UnitedHealth Group | $390.28万 | 1.50% | 9,390 | -130 | -1.4% | -$5.40万 | 减仓 |
| LMT | Lockheed Martin | $381.18万 | 1.46% | 7,482 | 139 | 1.9% | $7.08万 | 加仓 |
| AAPL | Apple Inc. | $371.07万 | 1.43% | 12,824 | -20 | -0.2% | -$5,787 | 减仓 |
| CTAS | Cintas Corp. | $370.69万 | 1.42% | 21,795 | -90 | -0.4% | -$1.53万 | 减仓 |
| VCSH | Vgd S-T Corp Index ETF | $316.13万 | 1.21% | 40,002 | -1,475 | -3.6% | -$11.66万 | 减仓 |
| TDY | Teledyne Technologies | $295.10万 | 1.13% | 4,425 | -10 | -0.2% | -$6,669 | 减仓 |
| IVV | iShares S&P 500 ETF | $258.22万 | 0.99% | 3,448 | 5 | 0.1% | $3,744 | 加仓 |
| SCHB | Schwab US Brd Mkt ETF | $229.91万 | 0.88% | 79,390 | -5,665 | -6.7% | -$16.41万 | 减仓 |
| WTS | Watts Water Technologies | $229.00万 | 0.88% | 5,850 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA Corp. | $225.14万 | 0.86% | 11,252 | -40 | -0.4% | -$8,004 | 减仓 |
| PNC | PNC Financial | $212.98万 | 0.82% | 8,650 | 0 | 0.0% | — | 不变 |
| DEO | Diageo PLC ADR | $194.74万 | 0.75% | 24,227 | -755 | -3.0% | -$6.07万 | 减仓 |
| XOM | ExxonMobil Holdings | $178.90万 | 0.69% | 13,085 | 13,085 | — | $178.90万 | 新建仓 |
| IBM | Int'l Business Machines | $177.39万 | 0.68% | 6,308 | 93 | 1.5% | $2.62万 | 加仓 |
| AXP | American Express | $165.34万 | 0.64% | 4,888 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs | $158.08万 | 0.61% | 1,563 | -87 | -5.3% | -$8.80万 | 减仓 |
| VIG | Vgd Div Apprec ETF | $156.64万 | 0.60% | 6,620 | 5 | 0.1% | $1,183 | 加仓 |
| DIS | Disney (Walt) | $151.54万 | 0.58% | 15,744 | 409 | 2.7% | $3.94万 | 加仓 |
| VXUS | Vgd Total Int'l Stock ETF | $144.09万 | 0.55% | 16,855 | -445 | -2.6% | -$3.80万 | 减仓 |
| CW | Curtiss-Wright Corp. | $143.97万 | 0.55% | 1,900 | -100 | -5.0% | -$7.58万 | 减仓 |
| CVX | Chevron Corp. | $137.73万 | 0.53% | 8,309 | 10 | 0.1% | $1,658 | 加仓 |
| MSGK | MSG Sports | $133.21万 | 0.51% | 3,315 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. | $130.57万 | 0.50% | 18,095 | 2,105 | 13.2% | $15.19万 | 加仓 |
| MDLZ | Mondelez Int'l | $121.38万 | 0.47% | 20,985 | -390 | -1.8% | -$2.26万 | 减仓 |
| MCD | McDonalds Corp. | $118.04万 | 0.45% | 4,367 | -25 | -0.6% | -$6,758 | 减仓 |
| VSNT | Versant Media Group | $115.36万 | 0.44% | 32,035 | -126 | -0.4% | -$4,537 | 减仓 |
| MGRC | McGrath Rentcorp | $104.09万 | 0.40% | 8,600 | 0 | 0.0% | — | 不变 |
| POOL | Pool Corp. | $96.70万 | 0.37% | 4,500 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific | $93.08万 | 0.36% | 3,422 | -55 | -1.6% | -$1.50万 | 减仓 |
| GPC | Genuine Parts | $88.60万 | 0.34% | 7,510 | -1,260 | -14.4% | -$14.87万 | 减仓 |
| THO | Thor Industries | $88.09万 | 0.34% | 11,720 | -165 | -1.4% | -$1.24万 | 减仓 |
| META | Meta Platforms | $84.78万 | 0.33% | 1,505 | -245 | -14.0% | -$13.80万 | 减仓 |
| — | LVMH ADR | $84.39万 | 0.32% | 7,630 | -510 | -6.3% | -$5.64万 | 减仓 |
| MHK | Mohawk Industries | $81.96万 | 0.31% | 6,755 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co. | $81.80万 | 0.31% | 3,779 | -88 | -2.3% | -$1.90万 | 减仓 |
| VWO | Vgd Emerging Mkts ETF | $81.33万 | 0.31% | 13,625 | 250 | 1.9% | $1.49万 | 加仓 |
| DVN | Devon Energy | $80.66万 | 0.31% | 19,520 | 19,520 | — | $80.66万 | 新建仓 |
| CMCSA | Comcast Corp. A | $77.73万 | 0.30% | 31,660 | 975 | 3.2% | $2.39万 | 加仓 |
| TRV | Travelers, Inc. | $73.29万 | 0.28% | 2,220 | 0 | 0.0% | — | 不变 |
| VBR | Vgd Small-Cap Value ETF | $72.90万 | 0.28% | 3,000 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab Int'l Equity ETF | $72.78万 | 0.28% | 26,275 | 1,450 | 5.8% | $4.02万 | 加仓 |
| LDOS | Leidos Holdings | $69.16万 | 0.27% | 6,717 | 385 | 6.1% | $3.96万 | 加仓 |
| MELI | MercadoLibre, Inc. | $67.22万 | 0.26% | 396 | 31 | 8.5% | $5.26万 | 加仓 |
| VIOO | Vgd S&P Sm Cap 600 ETF | $66.78万 | 0.26% | 4,855 | -85 | -1.7% | -$1.17万 | 减仓 |
| BAC | Bank of America | $62.44万 | 0.24% | 10,958 | -225 | -2.0% | -$1.28万 | 减仓 |
| SPHR | Sphere Entertainment | $62.29万 | 0.24% | 3,600 | -200 | -5.3% | -$3.46万 | 减仓 |
| PEP | PepsiCo, Inc. | $61.07万 | 0.23% | 4,510 | -240 | -5.1% | -$3.25万 | 减仓 |
| SCHD | Schwab US Dividend ETF | $60.58万 | 0.23% | 19,105 | -6,650 | -25.8% | -$21.09万 | 减仓 |
| SCHX | Schwab Large-Cap ETF | $59.43万 | 0.23% | 20,195 | 50 | 0.2% | $1,472 | 加仓 |
| GHC | Graham Holdings | $57.07万 | 0.22% | 500 | 0 | 0.0% | — | 不变 |
| BATRK | Atlanta Braves Holdings | $53.72万 | 0.21% | 10,350 | 0 | 0.0% | — | 不变 |
| KR | Kroger Company | $49.56万 | 0.19% | 8,925 | 240 | 2.8% | $1.33万 | 加仓 |
| BLK | BlackRock, Inc. | $49.04万 | 0.19% | 510 | 0 | 0.0% | — | 不变 |
| POST | Post Holdings | $42.36万 | 0.16% | 4,800 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $39.60万 | 0.15% | 2,087 | 0 | 0.0% | — | 不变 |
| VSS | Vgd Int'l Small-Cap ETF | $38.57万 | 0.15% | 2,500 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $37.69万 | 0.14% | 15,650 | -265 | -1.7% | -$6,381 | 减仓 |
| LNN | Lindsay Corp. | $37.14万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble | $36.10万 | 0.14% | 2,462 | -50 | -2.0% | -$7,332 | 减仓 |
| DORM | Dorman Products | $34.11万 | 0.13% | 2,500 | 0 | 0.0% | — | 不变 |
| VYM | Vanguard Hi Div ETF | $30.74万 | 0.12% | 1,945 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 | $29.75万 | 0.11% | 1,760 | -100 | -5.4% | -$1.69万 | 减仓 |
| AIR | AAR Corp. | $28.59万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| ALSN | Allison Transmission | $28.18万 | 0.11% | 2,500 | 0 | 0.0% | — | 不变 |
| JJSF | J & J Snack Foods | $25.71万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| — | Franklin NJ Muni Income ETF | $25.57万 | 0.10% | 28,910 | 28,910 | — | $25.57万 | 新建仓 |
| MLI | Mueller Industries, Inc. | $24.59万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| LW | Lamb Weston | $23.10万 | 0.09% | 5,350 | -3,000 | -35.9% | -$12.95万 | 减仓 |
| JBTM | JBT Marel Corp. | $21.75万 | 0.08% | 1,500 | 0 | 0.0% | — | 重新持有 |
| SCHE | Schwab Emerg Mrkts ETF | $21.30万 | 0.08% | 5,875 | 5,875 | — | $21.30万 | 新建仓 |
| STRL | Sterling Infrastructure | $20.98万 | 0.08% | 250 | 250 | — | $20.98万 | 新建仓 |
| MSGE | MSG Entertainment | $20.22万 | 0.08% | 2,500 | 2,500 | — | $20.22万 | 新建仓 |
| T | AT&T Corp. | $20.18万 | 0.08% | 9,750 | -800 | -7.6% | -$1.66万 | 减仓 |
| — | ExxonMobil Corp. | $0 | 0.00% | 0 | -13,375 | -100.0% | -$226.92万 | 清仓 |
| — | Coterra Energy | $0 | 0.00% | 0 | -28,460 | -100.0% | -$100.01万 | 清仓 |
| ACN | Accenture PLC | $0 | 0.00% | 0 | -1,548 | -100.0% | -$30.70万 | 清仓 |
| CHTR | Charter Communications | $0 | 0.00% | 0 | -1,313 | -100.0% | -$28.34万 | 清仓 |