Waldron Private Wealth LLC
BRIDGEVILLE PA · SEC CIK 0001598180
$25.64亿2026Q1 申报市值
342持仓数
62.0%前十大占比 · 第一大 13.7%
24 / 10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
VUG 加仓+$5,031.32万
VTV 加仓+$4,116.18万
IXUS 加仓+$1,246.32万
VYM 加仓+$586.89万
VDE 新建仓+$410.00万
2026Q1 卖出最多 按季末市值估算
IWN 减仓-$762.68万
CBU 减仓-$517.23万
VBK 减仓-$404.26万
IWF 减仓-$378.51万
IWD 减仓-$242.09万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $90.26万 | 0.04% | 2,069 | 17 | 0.8% | $7,416 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $90.66万 | 0.04% | 11,059 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $91.76万 | 0.04% | 18,823 | -1,798 | -8.7% | -$8.77万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $93.00万 | 0.04% | 18,525 | 1,170 | 6.7% | $5.87万 | 加仓 |
| GE | GE AEROSPACE | $93.22万 | 0.04% | 3,285 | 392 | 13.5% | $11.12万 | 加仓 |
| HD | HOME DEPOT INC | $93.37万 | 0.04% | 2,839 | 58 | 2.1% | $1.91万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $93.45万 | 0.04% | 3,256 | -41 | -1.2% | -$1.18万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $94.81万 | 0.04% | 13,181 | 395 | 3.1% | $2.84万 | 加仓 |
| PFE | PFIZER INC | $96.97万 | 0.04% | 34,534 | 1,530 | 4.6% | $4.30万 | 加仓 |
| IWR | ISHARES TR | $97.79万 | 0.04% | 10,058 | -544 | -5.1% | -$5.29万 | 减仓 |
| VCR | VANGUARD WORLD FD | $100.64万 | 0.04% | 2,803 | 2,803 | — | $100.64万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $100.81万 | 0.04% | 3,510 | -87 | -2.4% | -$2.50万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $101.40万 | 0.04% | 17,922 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $105.79万 | 0.04% | 3,911 | -556 | -12.4% | -$15.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $107.37万 | 0.04% | 6,494 | -395 | -5.7% | -$6.53万 | 减仓 |
| AMAT | APPLIED MATLS INC | $109.41万 | 0.04% | 3,201 | 172 | 5.7% | $5.88万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $109.48万 | 0.04% | 8,352 | 471 | 6.0% | $6.17万 | 加仓 |
| IVE | ISHARES TR | $110.73万 | 0.04% | 5,244 | 242 | 4.8% | $5.11万 | 加仓 |
| SM | SM ENERGY COMPANY | $113.60万 | 0.04% | 36,433 | 930 | 2.6% | $2.90万 | 加仓 |
| DE | DEERE & CO | $114.46万 | 0.04% | 2,033 | 69 | 3.5% | $3.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $114.52万 | 0.04% | 11,696 | -449 | -3.7% | -$4.40万 | 减仓 |
| TJX | TJX COS INC NEW | $115.03万 | 0.04% | 7,203 | 650 | 9.9% | $10.38万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $115.09万 | 0.04% | 1,687 | 10 | 0.6% | $6,822 | 加仓 |
| ABT | ABBOTT LABORATORIES | $116.12万 | 0.05% | 11,310 | -143 | -1.2% | -$1.47万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $117.12万 | 0.05% | 20,320 | 116 | 0.6% | $6,686 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $117.23万 | 0.05% | 4,504 | 54 | 1.2% | $1.41万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $117.38万 | 0.05% | 25,578 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $119.88万 | 0.05% | 15,770 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $121.28万 | 0.05% | 5,003 | -31 | -0.6% | -$7,515 | 减仓 |
| ORCL | ORACLE CORP | $122.34万 | 0.05% | 8,316 | -703 | -7.8% | -$10.34万 | 减仓 |
| EFAV | ISHARES TR | $123.80万 | 0.05% | 13,549 | 163 | 1.2% | $1.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $125.98万 | 0.05% | 8,612 | 274 | 3.3% | $4.01万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $129.66万 | 0.05% | 45,163 | -11,184 | -19.8% | -$32.11万 | 减仓 |
| MTB | M & T BK CORP | $134.37万 | 0.05% | 6,500 | -1,518 | -18.9% | -$31.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.42万 | 0.05% | 1,349 | 47 | 3.6% | $4.68万 | 加仓 |
| EQT | EQT CORP | $137.47万 | 0.05% | 21,601 | -929 | -4.1% | -$5.91万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $137.61万 | 0.05% | 14,816 | 404 | 2.8% | $3.75万 | 加仓 |
| TMUS | T-MOBILE US INC | $138.77万 | 0.05% | 6,607 | 178 | 2.8% | $3.74万 | 加仓 |
| IEMG | ISHARES INC | $139.68万 | 0.05% | 20,026 | 438 | 2.2% | $3.06万 | 加仓 |
| VIS | VANGUARD WORLD FD | $140.90万 | 0.05% | 4,513 | 2 | 0.0% | $624 | 加仓 |
| AME | AMETEK INC | $141.78万 | 0.06% | 6,614 | 89 | 1.4% | $1.91万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.06% | 2 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $143.93万 | 0.06% | 9,817 | -641 | -6.1% | -$9.40万 | 减仓 |
| ATI | ATI INC | $144.05万 | 0.06% | 9,903 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $144.06万 | 0.06% | 8,810 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $155.51万 | 0.06% | 4,602 | 821 | 21.7% | $27.74万 | 加仓 |
| SDY | SPDR SERIES TRUST | $158.23万 | 0.06% | 10,842 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $160.33万 | 0.06% | 6,465 | -717 | -10.0% | -$17.78万 | 减仓 |
| MRK | MERCK & CO INC | $161.22万 | 0.06% | 13,403 | -291 | -2.1% | -$3.50万 | 减仓 |
| T | AT&T INC | $163.49万 | 0.06% | 56,394 | 3,238 | 6.1% | $9.39万 | 加仓 |
| PEP | PEPSICO INC | $164.43万 | 0.06% | 10,588 | 433 | 4.3% | $6.72万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $165.09万 | 0.06% | 3,304 | 126 | 4.0% | $6.30万 | 加仓 |
| VV | VANGUARD INDEX FDS | $168.32万 | 0.07% | 5,632 | 22 | 0.4% | $6,575 | 加仓 |
| ASML | ASML HLDG NV | $184.26万 | 0.07% | 1,395 | 21 | 1.5% | $2.77万 | 加仓 |
| GLD | SPDR GOLD TR | $184.55万 | 0.07% | 4,289 | 239 | 5.9% | $10.28万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $188.48万 | 0.07% | 4,221 | 37 | 0.9% | $1.65万 | 加仓 |
| SLB | SLB LIMITED | $189.36万 | 0.07% | 36,640 | 342 | 0.9% | $1.77万 | 加仓 |
| SONY | SONY GROUP CORP | $190.12万 | 0.07% | 91,847 | 322 | 0.4% | $6,665 | 加仓 |
| WM | WASTE MGMT INC DEL | $191.32万 | 0.07% | 8,326 | 194 | 2.4% | $4.46万 | 加仓 |
| NOW | SERVICENOW INC | $191.43万 | 0.07% | 18,310 | 30 | 0.2% | $3,137 | 加仓 |
| ZTS | ZOETIS INC | $192.13万 | 0.07% | 16,253 | 26 | 0.2% | $3,073 | 加仓 |
| ABNB | AIRBNB INC | $193.60万 | 0.08% | 15,331 | 12 | 0.1% | $1,515 | 加仓 |
| IWX | ISHARES TR | $195.51万 | 0.08% | 21,097 | 3,789 | 21.9% | $35.11万 | 加仓 |
| — | CB FINL SVCS INC | $206.13万 | 0.08% | 60,306 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $216.00万 | 0.08% | 22,238 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $218.89万 | 0.09% | 22,050 | -1,079 | -4.7% | -$10.71万 | 减仓 |
| QQQ | INVESCO QQQ TR | $221.72万 | 0.09% | 3,841 | 164 | 4.5% | $9.47万 | 加仓 |
| MCD | MCDONALDS CORP | $226.53万 | 0.09% | 7,289 | -39 | -0.5% | -$1.21万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $241.72万 | 0.09% | 31,347 | 3,827 | 13.9% | $29.51万 | 加仓 |
| TRGP | TARGA RES CORP | $242.08万 | 0.09% | 9,655 | 39 | 0.4% | $9,778 | 加仓 |
| TSLA | TESLA INC | $253.37万 | 0.10% | 6,816 | 352 | 5.4% | $13.09万 | 加仓 |
| CAT | CATERPILLAR INC | $253.42万 | 0.10% | 3,577 | 10 | 0.3% | $7,085 | 加仓 |
| V | VISA INC | $284.47万 | 0.11% | 9,412 | 156 | 1.7% | $4.71万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $286.63万 | 0.11% | 128,706 | -1,684 | -1.3% | -$3.75万 | 减仓 |
| — | HONEYWELL INTL INC | $288.98万 | 0.11% | 12,785 | -558 | -4.2% | -$12.61万 | 减仓 |
| KO | COCA COLA CO | $292.57万 | 0.11% | 38,215 | 1,649 | 4.5% | $12.62万 | 加仓 |
| RTX | RTX CORPORATION | $294.35万 | 0.11% | 15,259 | 91 | 0.6% | $1.76万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $301.28万 | 0.12% | 72,399 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $302.75万 | 0.12% | 34,341 | -750 | -2.1% | -$6.61万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $309.50万 | 0.12% | 34,893 | -1,370 | -3.8% | -$12.15万 | 减仓 |
| AVGO | BROADCOM INC | $315.89万 | 0.12% | 10,206 | 614 | 6.4% | $19.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $316.61万 | 0.12% | 15,303 | 8 | 0.1% | $1,655 | 加仓 |
| QCOM | QUALCOMM INC | $330.63万 | 0.13% | 25,674 | 151 | 0.6% | $1.94万 | 加仓 |
| PGR | PROGRESSIVE CORP | $331.68万 | 0.13% | 16,731 | 160 | 1.0% | $3.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $354.64万 | 0.14% | 24,553 | -811 | -3.2% | -$11.71万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $360.87万 | 0.14% | 58,908 | -50 | -0.1% | -$3,063 | 减仓 |
| SCZ | ISHARES TR | $364.88万 | 0.14% | 46,535 | -803 | -1.7% | -$6.30万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $370.66万 | 0.14% | 75,078 | 57,483 | 326.7% | $283.79万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $404.41万 | 0.16% | 25,005 | 21,701 | 656.8% | $350.97万 | 加仓 |
| VDE | VANGUARD WORLD FD | $410.00万 | 0.16% | 23,694 | 23,694 | — | $410.00万 | 新建仓 |
| IJR | ISHARES TR | $425.16万 | 0.17% | 34,201 | -1,001 | -2.8% | -$12.44万 | 减仓 |
| VB | VANGUARD INDEX FDS | $438.26万 | 0.17% | 16,734 | -3,453 | -17.1% | -$90.43万 | 减仓 |
| AMGN | AMGEN INC | $459.20万 | 0.18% | 13,051 | 142 | 1.1% | $5.00万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $461.29万 | 0.18% | 71,000 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $469.92万 | 0.18% | 47,258 | 1,539 | 3.4% | $15.30万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $483.88万 | 0.19% | 105,719 | -9,344 | -8.1% | -$42.77万 | 减仓 |
| — | EXXON MOBIL CORP | $486.53万 | 0.19% | 28,677 | -432 | -1.5% | -$7.33万 | 减仓 |
| IWB | ISHARES TR | $493.44万 | 0.19% | 13,839 | -355 | -2.5% | -$12.66万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $499.60万 | 0.19% | 92,432 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $502.93万 | 0.20% | 30,676 | -855 | -2.7% | -$14.02万 | 减仓 |