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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $379.75万 | 0.13% | 10,053 | -153 | -1.5% | -$5.78万 | 减仓 |
| CAT | CATERPILLAR INC | $401.36万 | 0.14% | 3,769 | 192 | 5.4% | $20.45万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $414.62万 | 0.14% | 22,384 | -2,621 | -10.5% | -$48.55万 | 减仓 |
| IJR | ISHARES TR | $458.90万 | 0.16% | 30,942 | -3,259 | -9.5% | -$48.33万 | 减仓 |
| BILS | SPDR SERIES TRUST | $462.92万 | 0.16% | 46,581 | -677 | -1.4% | -$6.73万 | 减仓 |
| AMGN | AMGEN INC | $470.54万 | 0.16% | 12,994 | -57 | -0.4% | -$2.06万 | 减仓 |
| QCOM | QUALCOMM INC | $476.80万 | 0.17% | 25,802 | 128 | 0.5% | $2.37万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $479.25万 | 0.17% | 71,000 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $495.93万 | 0.17% | 28,407 | -2,269 | -7.4% | -$39.61万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $514.55万 | 0.18% | 103,511 | -2,208 | -2.1% | -$10.98万 | 减仓 |
| BX | BLACKSTONE INC | $534.59万 | 0.19% | 45,431 | 14 | 0.0% | $1,647 | 加仓 |
| VB | VANGUARD INDEX FDS | $540.85万 | 0.19% | 17,844 | 1,110 | 6.6% | $33.64万 | 加仓 |
| IWB | ISHARES TR | $551.43万 | 0.19% | 13,466 | -373 | -2.7% | -$15.27万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $569.36万 | 0.20% | 95,385 | 2,953 | 3.2% | $17.63万 | 加仓 |
| WMT | WALMART INC | $579.15万 | 0.20% | 51,134 | 293 | 0.6% | $3.32万 | 加仓 |
| STBA | S & T BANCORP INC | $608.31万 | 0.21% | 123,942 | -461 | -0.4% | -$2.26万 | 减仓 |
| IWY | ISHARES TR | $641.63万 | 0.22% | 22,078 | -83 | -0.4% | -$2.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $668.96万 | 0.23% | 26,341 | 599 | 2.3% | $15.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $689.38万 | 0.24% | 21,060 | -360 | -1.7% | -$11.78万 | 减仓 |
| VGT | VANGUARD WORLD FD | $731.76万 | 0.25% | 61,225 | 265 | 0.4% | $3.17万 | 加仓 |
| ABBV | ABBVIE INC | $736.66万 | 0.26% | 29,274 | -340 | -1.1% | -$8.56万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $819.28万 | 0.28% | 122,062 | 9 | 0.0% | $604 | 加仓 |
| REET | ISHARES TR | $905.95万 | 0.31% | 328,005 | -12,631 | -3.7% | -$34.89万 | 减仓 |
| META | META PLATFORMS INC | $909.60万 | 0.31% | 16,148 | 58 | 0.4% | $3.27万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $969.63万 | 0.34% | 61,780 | 560 | 0.9% | $8.79万 | 加仓 |
| IEFA | ISHARES TR | $987.11万 | 0.34% | 102,206 | -396 | -0.4% | -$3.82万 | 减仓 |
| LLY | ELI LILLY & CO | $988.69万 | 0.34% | 8,243 | 107 | 1.3% | $12.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,026.60万 | 0.36% | 144,084 | 1,254 | 0.9% | $8.93万 | 加仓 |
| AMZN | AMAZON COM INC | $1,028.44万 | 0.36% | 43,149 | -84 | -0.2% | -$2.00万 | 减仓 |
| GOOGL | ALPHABET INC | $1,210.02万 | 0.42% | 33,859 | -149 | -0.4% | -$5.32万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,238.35万 | 0.43% | 36,313 | 101 | 0.3% | $3.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,270.64万 | 0.44% | 63,504 | -146 | -0.2% | -$2.92万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,303.20万 | 0.45% | 450,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $1,306.54万 | 0.45% | 169,439 | -279 | -0.2% | -$2.15万 | 减仓 |
| CSCO | CISCO SYS INC | $1,392.37万 | 0.48% | 118,540 | 5,045 | 4.4% | $59.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,551.84万 | 0.54% | 41,934 | 2,564 | 6.5% | $94.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,723.68万 | 0.60% | 34,448 | 460 | 1.4% | $23.02万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,800.84万 | 0.62% | 167,023 | -13,534 | -7.5% | -$145.92万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,066.20万 | 0.72% | 29,380 | -2,266 | -7.2% | -$159.36万 | 减仓 |
| GOOG | ALPHABET INC | $2,086.05万 | 0.72% | 59,040 | 72 | 0.1% | $2.54万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,228.15万 | 0.77% | 209,590 | -5,680 | -2.6% | -$60.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,229.31万 | 0.77% | 59,763 | 5,638 | 10.4% | $210.31万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,259.61万 | 0.78% | 71,770 | 1,675 | 2.4% | $52.74万 | 加仓 |
| IUSV | ISHARES TR | $2,278.63万 | 0.79% | 206,863 | -27,820 | -11.9% | -$306.44万 | 减仓 |
| MUB | ISHARES TR | $2,289.34万 | 0.79% | 212,725 | -1,528 | -0.7% | -$16.44万 | 减仓 |
| IVV | ISHARES TR | $2,304.41万 | 0.80% | 30,770 | -2,501 | -7.5% | -$187.30万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $2,318.03万 | 0.80% | 1,140,201 | -11,428 | -1.0% | -$23.23万 | 减仓 |
| IWO | ISHARES TR | $2,336.33万 | 0.81% | 59,303 | -1,557 | -2.6% | -$61.34万 | 减仓 |
| IUSG | ISHARES TR | $2,678.06万 | 0.93% | 142,383 | -18,475 | -11.5% | -$347.49万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $2,708.11万 | 0.94% | 536,366 | -3,058 | -0.6% | -$15.44万 | 减仓 |
| ACWI | ISHARES TR | $3,127.50万 | 1.08% | 199,242 | -200 | -0.1% | -$3.14万 | 减仓 |
| AAPL | APPLE INC | $3,138.00万 | 1.09% | 108,448 | -1,694 | -1.5% | -$49.02万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,335.86万 | 1.16% | 48,571 | 9,657 | 24.8% | $663.24万 | 加仓 |
| IWV | ISHARES TR | $3,362.67万 | 1.16% | 78,861 | -1,232 | -1.5% | -$52.53万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,517.62万 | 1.22% | 144,689 | -12,563 | -8.0% | -$305.43万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,529.26万 | 1.22% | 697,759 | -9,804 | -1.4% | -$49.59万 | 减仓 |
| IWN | ISHARES TR | $3,600.74万 | 1.25% | 162,783 | -3,903 | -2.3% | -$86.33万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3,732.32万 | 1.29% | 102,047 | -1,135 | -1.1% | -$41.51万 | 减仓 |
| IGF | ISHARES TR | $4,582.63万 | 1.59% | 688,085 | -21,821 | -3.1% | -$145.33万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,934.87万 | 2.05% | 375,558 | -1,348 | -0.4% | -$21.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,126.45万 | 2.12% | 82,041 | -1,643 | -2.0% | -$122.69万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $6,832.90万 | 2.37% | 534,614 | -11,753 | -2.2% | -$150.22万 | 减仓 |
| IWD | ISHARES TR | $2.07亿 | 7.16% | 853,400 | -16,215 | -1.9% | -$393.10万 | 减仓 |
| IWF | ISHARES TR | $2.73亿 | 9.44% | 2,195,611 | -52,225 | -2.3% | -$648.48万 | 减仓 |
| IXUS | ISHARES TR | $2.76亿 | 9.55% | 2,890,655 | -7,325 | -0.3% | -$69.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3.78亿 | 13.08% | 4,384,499 | 143,219 | 3.4% | $1,233.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4.01亿 | 13.88% | 1,839,020 | 47,967 | 2.7% | $1,045.34万 | 加仓 |