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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -9,213 | -100.0% | -$45.57万 | 清仓 |
| AROW | ARROW FINL CORP | $0 | 0.00% | 0 | -10,955 | -100.0% | -$34.40万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPLB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,000 | -100.0% | -$22.58万 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | -6,042 | -100.0% | -$21.56万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,612 | -100.0% | -$21.09万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -6,220 | -100.0% | -$20.86万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,137 | -100.0% | -$20.51万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -1,442 | -100.0% | -$20.36万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -4,500 | -100.0% | -$20.04万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TSCAN THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.00万 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $2.51万 | 0.00% | 25,636 | 430 | 1.7% | $421 | 加仓 |
| — | FIREFLY NEUROSCIENCE INC | $2.62万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| ACH | ACCENDRA HEALTH INC | $4.26万 | 0.00% | 18,684 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $5.75万 | 0.00% | 10,552 | 10,552 | — | $5.75万 | 新建仓 |
| — | TASEKO MINES LTD | $7.74万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $8.94万 | 0.00% | 19,138 | 1,951 | 11.4% | $9,111 | 加仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $17.58万 | 0.01% | 10,988 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.05万 | 0.01% | 408 | -172 | -29.7% | -$8.45万 | 减仓 |
| CTVA | CORTEVA INC | $20.16万 | 0.01% | 2,408 | 2,408 | — | $20.16万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $20.18万 | 0.01% | 17,200 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $20.30万 | 0.01% | 3,245 | 3,245 | — | $20.30万 | 新建仓 |
| GLW | CORNING INC | $20.31万 | 0.01% | 1,494 | 1,494 | — | $20.31万 | 新建仓 |
| WAB | WABTEC | $20.44万 | 0.01% | 818 | -313 | -27.7% | -$7.82万 | 重新持有 |
| IRM | IRON MTN INC DEL | $20.66万 | 0.01% | 2,023 | -315 | -13.5% | -$3.22万 | 重新持有 |
| AX | AXOS FINANCIAL INC | $21.16万 | 0.01% | 2,487 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $21.21万 | 0.01% | 718 | 718 | — | $21.21万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $21.25万 | 0.01% | 361 | 361 | — | $21.25万 | 新建仓 |
| ECL | ECOLAB INC | $21.31万 | 0.01% | 801 | 33 | 4.3% | $8,779 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.60万 | 0.01% | 553 | 103 | 22.9% | $4.02万 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $21.65万 | 0.01% | 2,970 | 2,970 | — | $21.65万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $21.78万 | 0.01% | 636 | 46 | 7.8% | $1.57万 | 加仓 |
| NVO | NOVO-NORDISK A S | $21.98万 | 0.01% | 5,981 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $22.33万 | 0.01% | 6,300 | 6,300 | — | $22.33万 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS | $22.38万 | 0.01% | 4,330 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $22.38万 | 0.01% | 2,054 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $22.63万 | 0.01% | 5,614 | 5,614 | — | $22.63万 | 新建仓 |
| BKMI | BNY MELLON ETF TRUST II | $22.89万 | 0.01% | 8,769 | 8,769 | — | $22.89万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $22.95万 | 0.01% | 2,225 | -702 | -24.0% | -$7.24万 | 减仓 |
| IYW | ISHARES TR | $23.08万 | 0.01% | 1,272 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $23.12万 | 0.01% | 1,766 | 1,766 | — | $23.12万 | 新建仓 |
| PLD | PROLOGIS INC. | $23.34万 | 0.01% | 1,766 | -369 | -17.3% | -$4.88万 | 重新持有 |
| HURN | HURON CONSULTING GROUP INC | $23.34万 | 0.01% | 1,831 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.52万 | 0.01% | 2,548 | 2,548 | — | $23.52万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $23.70万 | 0.01% | 348 | 348 | — | $23.70万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $23.80万 | 0.01% | 1,411 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $23.96万 | 0.01% | 1,151 | 1,151 | — | $23.96万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $24.00万 | 0.01% | 3,151 | 3,151 | — | $24.00万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $24.11万 | 0.01% | 2,620 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $24.21万 | 0.01% | 1,475 | 1,475 | — | $24.21万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $24.35万 | 0.01% | 7,389 | 628 | 9.3% | $2.07万 | 加仓 |
| ADBE | ADOBE INC | $24.53万 | 0.01% | 1,009 | -17 | -1.7% | -$4,132 | 减仓 |
| FCN | FTI CONSULTING INC | $24.57万 | 0.01% | 1,390 | -101 | -6.8% | -$1.79万 | 减仓 |
| NOBL | PROSHARES TR | $24.64万 | 0.01% | 2,324 | -235 | -9.2% | -$2.49万 | 减仓 |
| HUBB | HUBBELL INC | $24.78万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $24.94万 | 0.01% | 1,089 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.28万 | 0.01% | 1,183 | 1,183 | — | $25.28万 | 新建仓 |
| SHEL | SHELL PLC | $25.30万 | 0.01% | 2,720 | -1,200 | -30.6% | -$11.16万 | 减仓 |
| NUE | NUCOR CORP | $25.43万 | 0.01% | 1,504 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $25.51万 | 0.01% | 1,105 | 6 | 0.5% | $1,385 | 加仓 |
| AVY | AVERY DENNISON CORP | $25.90万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $26.34万 | 0.01% | 4,678 | 200 | 4.5% | $1.13万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $26.40万 | 0.01% | 4,061 | 4,061 | — | $26.40万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $26.62万 | 0.01% | 2,050 | 2,050 | — | $26.62万 | 新建仓 |
| IVW | ISHARES TR | $26.69万 | 0.01% | 2,360 | 396 | 20.2% | $4.48万 | 加仓 |
| OKTA | OKTA INC | $26.79万 | 0.01% | 3,404 | 21 | 0.6% | $1,653 | 加仓 |
| GIS | GENERAL MILLS INC | $27.42万 | 0.01% | 7,368 | 522 | 7.6% | $1.94万 | 加仓 |
| USB | US BANCORP | $27.44万 | 0.01% | 5,276 | 790 | 17.6% | $4.11万 | 加仓 |
| CARG | CARGURUS INC | $27.83万 | 0.01% | 8,174 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $27.84万 | 0.01% | 1,140 | 87 | 8.3% | $2.12万 | 重新持有 |
| — | LIBERTY BROADBAND CORP | $28.18万 | 0.01% | 5,602 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.29万 | 0.01% | 468 | 23 | 5.2% | $1.39万 | 加仓 |
| ALB | ALBEMARLE CORP | $28.36万 | 0.01% | 1,576 | -204 | -11.5% | -$3.67万 | 减仓 |
| VAW | VANGUARD WORLD FD | $28.53万 | 0.01% | 1,266 | 5 | 0.4% | $1,127 | 加仓 |
| ACM | AECOM | $28.69万 | 0.01% | 3,383 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $28.81万 | 0.01% | 1,661 | 35 | 2.2% | $6,071 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $28.95万 | 0.01% | 3,405 | 178 | 5.5% | $1.51万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.04万 | 0.01% | 1,418 | -8 | -0.6% | -$1,638 | 减仓 |
| IJJ | ISHARES TR | $29.39万 | 0.01% | 2,218 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $30.43万 | 0.01% | 4,076 | -755 | -15.6% | -$5.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $30.67万 | 0.01% | 1,580 | 173 | 12.3% | $3.36万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $30.94万 | 0.01% | 4,150 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $31.09万 | 0.01% | 2,578 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $31.15万 | 0.01% | 7,400 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $31.28万 | 0.01% | 6,805 | 1,344 | 24.6% | $6.18万 | 加仓 |
| FTNT | FORTINET INC | $31.34万 | 0.01% | 3,835 | 48 | 1.3% | $3,923 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.34万 | 0.01% | 1,079 | -35 | -3.1% | -$1.02万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $31.40万 | 0.01% | 3,250 | -1,330 | -29.0% | -$12.85万 | 减仓 |
| WMB | WILLIAMS COS INC | $31.93万 | 0.01% | 4,387 | -841 | -16.1% | -$6.12万 | 减仓 |
| COR | CENCORA INC | $31.95万 | 0.01% | 1,017 | -7 | -0.7% | -$2,199 | 减仓 |
| CVS | CVS HEALTH CORP | $32.28万 | 0.01% | 4,494 | 34 | 0.8% | $2,442 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.55万 | 0.01% | 706 | 141 | 25.0% | $6.50万 | 加仓 |
| ARTY | ISHARES TR | $33.04万 | 0.01% | 7,100 | -40 | -0.6% | -$1,861 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $33.09万 | 0.01% | 1,223 | -254 | -17.2% | -$6.87万 | 减仓 |
| CMI | CUMMINS INC | $33.25万 | 0.01% | 618 | 12 | 2.0% | $6,456 | 加仓 |
| SOXX | ISHARES TR | $33.32万 | 0.01% | 1,014 | 30 | 3.0% | $9,857 | 加仓 |
| SLV | ISHARES SILVER TR | $33.44万 | 0.01% | 4,908 | 4,908 | — | $33.44万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $33.60万 | 0.01% | 1,842 | 74 | 4.2% | $1.35万 | 加仓 |
| DIS | DISNEY WALT CO | $34.20万 | 0.01% | 3,548 | -221 | -5.9% | -$2.13万 | 减仓 |