Waldron Private Wealth LLC
BRIDGEVILLE PA · SEC CIK 0001598180
$28.88亿2026Q2 申报市值
350持仓数
62.5%前十大占比 · 第一大 13.9%
23 / 17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
VUG 加仓+$1,233.69万
VTV 加仓+$1,045.34万
VOO 加仓+$663.24万
MSFT 加仓+$210.31万
HONA 新建仓+$139.97万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$648.48万
EXXON MOBIL CORP 清仓-$486.53万
IWD 减仓-$393.10万
IUSG 减仓-$347.49万
IUSV 减仓-$306.44万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $81.55万 | 0.03% | 4,625 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $81.66万 | 0.03% | 8,999 | -2,311 | -20.4% | -$20.97万 | 减仓 |
| PFE | PFIZER INC | $83.32万 | 0.03% | 34,603 | 69 | 0.2% | $1,662 | 加仓 |
| TMP | TOMPKINS FINL CORP | $83.57万 | 0.03% | 8,841 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $84.42万 | 0.03% | 13,425 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $85.92万 | 0.03% | 1,687 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $86.09万 | 0.03% | 12,041 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $90.21万 | 0.03% | 21,306 | 2,781 | 15.0% | $11.77万 | 加仓 |
| MCO | MOODYS CORP | $93.71万 | 0.03% | 2,069 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $93.93万 | 0.03% | 8,810 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $94.45万 | 0.03% | 1,820 | 369 | 25.4% | $19.15万 | 加仓 |
| SM | SM ENERGY COMPANY | $94.88万 | 0.03% | 36,351 | -82 | -0.2% | -$2,140 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $95.38万 | 0.03% | 13,218 | 37 | 0.3% | $2,670 | 加仓 |
| ETN | EATON CORP PLC | $96.60万 | 0.03% | 2,267 | -21 | -0.9% | -$8,949 | 减仓 |
| EMR | EMERSON ELEC CO | $97.93万 | 0.03% | 6,841 | 75 | 1.1% | $1.07万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $98.15万 | 0.03% | 4,613 | 2,037 | 79.1% | $43.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $101.15万 | 0.04% | 8,670 | 58 | 0.7% | $6,767 | 加仓 |
| IWR | ISHARES TR | $101.64万 | 0.04% | 9,213 | -845 | -8.4% | -$9.32万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $102.43万 | 0.04% | 3,257 | 1 | 0.0% | $314 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $104.99万 | 0.04% | 11,653 | 285 | 2.5% | $2.57万 | 加仓 |
| BAC | BANK OF AMER CORP | $106.10万 | 0.04% | 18,621 | -202 | -1.1% | -$1.15万 | 减仓 |
| TMUS | T-MOBILE US INC | $107.36万 | 0.04% | 6,401 | -206 | -3.1% | -$3.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $108.87万 | 0.04% | 17,910 | -12 | -0.1% | -$729 | 减仓 |
| TJX | TJX COS INC NEW | $109.06万 | 0.04% | 7,199 | -4 | -0.1% | -$606 | 减仓 |
| CMCSA | COMCAST CORP NEW | $109.52万 | 0.04% | 44,612 | -551 | -1.2% | -$1.35万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $110.19万 | 0.04% | 4,074 | -430 | -9.5% | -$11.63万 | 减仓 |
| VCR | VANGUARD WORLD FD | $111.17万 | 0.04% | 2,803 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $112.72万 | 0.04% | 14,041 | -1,594 | -10.2% | -$12.80万 | 减仓 |
| ZTS | ZOETIS INC | $112.79万 | 0.04% | 15,696 | -557 | -3.4% | -$4.00万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $114.24万 | 0.04% | 8,350 | -2 | -0.0% | -$274 | 减仓 |
| ACM | AECOM | $117.84万 | 0.04% | 16,883 | 13,500 | 399.1% | $94.23万 | 加仓 |
| EFAV | ISHARES TR | $118.59万 | 0.04% | 13,521 | -28 | -0.2% | -$2,456 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $118.94万 | 0.04% | 20,564 | 244 | 1.2% | $1.41万 | 加仓 |
| IVE | ISHARES TR | $119.07万 | 0.04% | 5,244 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $119.13万 | 0.04% | 57,550 | 1,156 | 2.0% | $2.39万 | 加仓 |
| GEV | GE VERNOVA INC | $119.13万 | 0.04% | 1,014 | 16 | 1.6% | $1.88万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $119.39万 | 0.04% | 15,770 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $120.06万 | 0.04% | 22,581 | 980 | 4.5% | $5.21万 | 加仓 |
| ORCL | ORACLE CORP | $120.08万 | 0.04% | 8,194 | -122 | -1.5% | -$1.79万 | 减仓 |
| GE | GE AEROSPACE | $124.04万 | 0.04% | 3,319 | 34 | 1.0% | $1.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $124.23万 | 0.04% | 1,328 | -21 | -1.6% | -$1.96万 | 减仓 |
| VO | VANGUARD INDEX FDS | $124.73万 | 0.04% | 15,481 | 1,441 | 10.3% | $11.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $126.09万 | 0.04% | 6,970 | 476 | 7.3% | $8.61万 | 加仓 |
| DE | DEERE & CO | $128.41万 | 0.04% | 2,025 | -8 | -0.4% | -$5,073 | 减仓 |
| NEE | NEXTERA ENERGY INC | $130.04万 | 0.05% | 14,817 | 1 | 0.0% | $88 | 加仓 |
| SLB | SLB LIMITED | $135.47万 | 0.05% | 29,140 | -7,500 | -20.5% | -$34.87万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $139.17万 | 0.05% | 11,696 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $139.25万 | 0.05% | 8,592 | -2,153 | -20.0% | -$34.89万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $139.97万 | 0.05% | 6,331 | 6,331 | — | $139.97万 | 新建仓 |
| HON | HONEYWELL INTL INC | $140.99万 | 0.05% | 6,297 | -6,488 | -50.7% | -$145.27万 | 减仓 |
| PEP | PEPSICO INC | $143.22万 | 0.05% | 10,577 | -11 | -0.1% | -$1,489 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.09万 | 0.05% | 5,160 | 157 | 3.1% | $4.41万 | 加仓 |
| GLD | SPDR GOLD TR | $148.83万 | 0.05% | 4,040 | -249 | -5.8% | -$9.17万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.05% | 2 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $154.71万 | 0.05% | 6,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $162.41万 | 0.06% | 4,605 | 1,766 | 62.2% | $62.28万 | 加仓 |
| SDY | SPDR SERIES TRUST | $164.99万 | 0.06% | 10,842 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $165.90万 | 0.06% | 20,027 | 1 | 0.0% | $83 | 加仓 |
| VIS | VANGUARD WORLD FD | $166.06万 | 0.06% | 4,608 | 95 | 2.1% | $3.42万 | 加仓 |
| MRK | MERCK & CO INC | $172.07万 | 0.06% | 13,391 | -12 | -0.1% | -$1,542 | 减仓 |
| AME | AMETEK INC | $181.02万 | 0.06% | 7,482 | 868 | 13.1% | $21.00万 | 加仓 |
| NOW | SERVICENOW INC | $181.38万 | 0.06% | 18,270 | -40 | -0.2% | -$3,971 | 减仓 |
| WM | WASTE MGMT INC DEL | $185.37万 | 0.06% | 8,317 | -9 | -0.1% | -$2,006 | 减仓 |
| MA | MASTERCARD INCORPORATED | $189.26万 | 0.07% | 3,685 | 381 | 11.5% | $19.57万 | 加仓 |
| IWM | ISHARES TR | $191.06万 | 0.07% | 6,359 | -106 | -1.6% | -$3.18万 | 减仓 |
| SONY | SONY GROUP CORP | $192.69万 | 0.07% | 96,058 | 4,211 | 4.6% | $8.45万 | 加仓 |
| VV | VANGUARD INDEX FDS | $193.70万 | 0.07% | 5,632 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $195.19万 | 0.07% | 9,903 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $203.30万 | 0.07% | 3,183 | -728 | -18.6% | -$46.50万 | 减仓 |
| MCD | MCDONALDS CORP | $205.19万 | 0.07% | 7,591 | 302 | 4.1% | $8.16万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $209.02万 | 0.07% | 4,208 | -13 | -0.3% | -$6,457 | 减仓 |
| EFA | ISHARES TR | $212.77万 | 0.07% | 20,482 | -1,756 | -7.9% | -$18.24万 | 减仓 |
| ABNB | AIRBNB INC | $218.56万 | 0.08% | 15,273 | -58 | -0.4% | -$8,300 | 减仓 |
| AGG | ISHARES TR | $221.15万 | 0.08% | 22,343 | 293 | 1.3% | $2.90万 | 加仓 |
| IWX | ISHARES TR | $221.86万 | 0.08% | 21,097 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $222.43万 | 0.08% | 3,829 | -141 | -3.6% | -$8.19万 | 减仓 |
| — | CB FINL SVCS INC | $228.56万 | 0.08% | 60,306 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $230.78万 | 0.08% | 1,160 | -235 | -16.8% | -$46.75万 | 减仓 |
| INTC | INTEL CORP | $236.72万 | 0.08% | 16,953 | 2,647 | 18.5% | $36.96万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $237.86万 | 0.08% | 4,981 | 379 | 8.2% | $18.10万 | 加仓 |
| SNDK | SANDISK CORP | $240.33万 | 0.08% | 1,057 | -181 | -14.6% | -$41.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $245.24万 | 0.08% | 3,392 | 191 | 6.0% | $13.81万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $249.21万 | 0.09% | 111,906 | -16,800 | -13.1% | -$37.41万 | 减仓 |
| CVX | CHEVRON CORPORATION | $257.03万 | 0.09% | 15,506 | 203 | 1.3% | $3.36万 | 加仓 |
| TRGP | TARGA RES CORP | $258.76万 | 0.09% | 9,650 | -5 | -0.1% | -$1,341 | 减仓 |
| TSLA | TESLA INC | $258.87万 | 0.09% | 6,155 | -661 | -9.7% | -$27.80万 | 减仓 |
| IAU | ISHARES GOLD TR | $259.31万 | 0.09% | 34,341 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $290.12万 | 0.10% | 15,291 | 32 | 0.2% | $6,071 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $290.50万 | 0.10% | 54,697 | -4,211 | -7.1% | -$22.36万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $299.05万 | 0.10% | 34,981 | 3,634 | 11.6% | $31.07万 | 加仓 |
| KO | COCA COLA CO | $313.24万 | 0.11% | 38,294 | 79 | 0.2% | $6,462 | 加仓 |
| V | VISA INC | $322.37万 | 0.11% | 9,396 | -16 | -0.2% | -$5,489 | 减仓 |
| QQQ | INVESCO QQQ TR | $324.78万 | 0.11% | 4,410 | 569 | 14.8% | $41.90万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $333.21万 | 0.12% | 72,399 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $351.91万 | 0.12% | 36,494 | 1,601 | 4.6% | $15.44万 | 加仓 |
| VDE | VANGUARD WORLD FD | $355.72万 | 0.12% | 23,694 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $355.92万 | 0.12% | 66,390 | -8,688 | -11.6% | -$46.58万 | 减仓 |
| PGR | PROGRESSIVE CORP | $365.49万 | 0.13% | 16,731 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $367.04万 | 0.13% | 25,030 | 477 | 1.9% | $6.99万 | 加仓 |
| SCZ | ISHARES TR | $378.57万 | 0.13% | 46,015 | -520 | -1.1% | -$4.28万 | 减仓 |