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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $184.26万 | 0.07% | 1,395 | 21 | 1.5% | $2.77万 | 加仓 |
| VV | VANGUARD INDEX FDS | $168.32万 | 0.07% | 5,632 | 22 | 0.4% | $6,575 | 加仓 |
| MA | MASTERCARD INCORPORATED | $165.09万 | 0.06% | 3,304 | 126 | 4.0% | $6.30万 | 加仓 |
| PEP | PEPSICO INC | $164.43万 | 0.06% | 10,588 | 433 | 4.3% | $6.72万 | 加仓 |
| T | AT&T INC | $163.49万 | 0.06% | 56,394 | 3,238 | 6.1% | $9.39万 | 加仓 |
| MRK | MERCK & CO INC | $161.22万 | 0.06% | 13,403 | -291 | -2.1% | -$3.50万 | 减仓 |
| IWM | ISHARES TR | $160.33万 | 0.06% | 6,465 | -717 | -10.0% | -$17.78万 | 减仓 |
| SDY | SPDR SERIES TRUST | $158.23万 | 0.06% | 10,842 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $155.51万 | 0.06% | 4,602 | 821 | 21.7% | $27.74万 | 加仓 |
| INSM | INSMED INC | $144.06万 | 0.06% | 8,810 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $144.05万 | 0.06% | 9,903 | 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 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.06% | 2 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $141.78万 | 0.06% | 6,614 | 89 | 1.4% | $1.91万 | 加仓 |
| VIS | VANGUARD WORLD FD | $140.90万 | 0.05% | 4,513 | 2 | 0.0% | $624 | 加仓 |
| IEMG | ISHARES INC | $139.68万 | 0.05% | 20,026 | 438 | 2.2% | $3.06万 | 加仓 |
| TMUS | T-MOBILE US INC | $138.77万 | 0.05% | 6,607 | 178 | 2.8% | $3.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $137.61万 | 0.05% | 14,816 | 404 | 2.8% | $3.75万 | 加仓 |
| EQT | EQT CORP | $137.47万 | 0.05% | 21,601 | -929 | -4.1% | -$5.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.42万 | 0.05% | 1,349 | 47 | 3.6% | $4.68万 | 加仓 |
| MTB | M & T BK CORP | $134.37万 | 0.05% | 6,500 | -1,518 | -18.9% | -$31.38万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $129.66万 | 0.05% | 45,163 | -11,184 | -19.8% | -$32.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $125.98万 | 0.05% | 8,612 | 274 | 3.3% | $4.01万 | 加仓 |
| EFAV | ISHARES TR | $123.80万 | 0.05% | 13,549 | 163 | 1.2% | $1.49万 | 加仓 |
| ORCL | ORACLE CORP | $122.34万 | 0.05% | 8,316 | -703 | -7.8% | -$10.34万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $121.28万 | 0.05% | 5,003 | -31 | -0.6% | -$7,515 | 减仓 |
| GII | SPDR INDEX SHS FDS | $119.88万 | 0.05% | 15,770 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $117.38万 | 0.05% | 25,578 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $117.23万 | 0.05% | 4,504 | 54 | 1.2% | $1.41万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $117.12万 | 0.05% | 20,320 | 116 | 0.6% | $6,686 | 加仓 |
| ABT | ABBOTT LABORATORIES | $116.12万 | 0.05% | 11,310 | -143 | -1.2% | -$1.47万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $115.09万 | 0.04% | 1,687 | 10 | 0.6% | $6,822 | 加仓 |
| TJX | TJX COS INC NEW | $115.03万 | 0.04% | 7,203 | 650 | 9.9% | $10.38万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $114.52万 | 0.04% | 11,696 | -449 | -3.7% | -$4.40万 | 减仓 |
| DE | DEERE & CO | $114.46万 | 0.04% | 2,033 | 69 | 3.5% | $3.88万 | 加仓 |
| SM | SM ENERGY COMPANY | $113.60万 | 0.04% | 36,433 | 930 | 2.6% | $2.90万 | 加仓 |
| IVE | ISHARES TR | $110.73万 | 0.04% | 5,244 | 242 | 4.8% | $5.11万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $109.48万 | 0.04% | 8,352 | 471 | 6.0% | $6.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $109.41万 | 0.04% | 3,201 | 172 | 5.7% | $5.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $107.37万 | 0.04% | 6,494 | -395 | -5.7% | -$6.53万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $105.79万 | 0.04% | 3,911 | -556 | -12.4% | -$15.04万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $101.40万 | 0.04% | 17,922 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $100.81万 | 0.04% | 3,510 | -87 | -2.4% | -$2.50万 | 减仓 |
| VCR | VANGUARD WORLD FD | $100.64万 | 0.04% | 2,803 | 2,803 | — | $100.64万 | 新建仓 |
| IWR | ISHARES TR | $97.79万 | 0.04% | 10,058 | -544 | -5.1% | -$5.29万 | 减仓 |
| PFE | PFIZER INC | $96.97万 | 0.04% | 34,534 | 1,530 | 4.6% | $4.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $94.81万 | 0.04% | 13,181 | 395 | 3.1% | $2.84万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $93.45万 | 0.04% | 3,256 | -41 | -1.2% | -$1.18万 | 减仓 |
| HD | HOME DEPOT INC | $93.37万 | 0.04% | 2,839 | 58 | 2.1% | $1.91万 | 加仓 |
| GE | GE AEROSPACE | $93.22万 | 0.04% | 3,285 | 392 | 13.5% | $11.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $93.00万 | 0.04% | 18,525 | 1,170 | 6.7% | $5.87万 | 加仓 |
| BAC | BANK AMERICA CORP | $91.76万 | 0.04% | 18,823 | -1,798 | -8.7% | -$8.77万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $90.66万 | 0.04% | 11,059 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $90.26万 | 0.04% | 2,069 | 17 | 0.8% | $7,416 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $89.75万 | 0.03% | 9,552 | 6,369 | 200.1% | $59.84万 | 重新持有 |
| AMT | AMERICAN TOWER CORP | $88.94万 | 0.03% | 5,154 | 246 | 5.0% | $4.25万 | 加仓 |
| EMR | EMERSON ELEC CO | $88.65万 | 0.03% | 6,766 | 862 | 14.6% | $11.29万 | 加仓 |
| GEV | GE VERNOVA INC | $87.12万 | 0.03% | 998 | 60 | 6.4% | $5.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $86.43万 | 0.03% | 6,549 | 101 | 1.6% | $1.33万 | 加仓 |
| UL | UNILEVER PLC | $86.29万 | 0.03% | 15,147 | -630 | -4.0% | -$3.59万 | 减仓 |
| MSTR | STRATEGY INC | $85.96万 | 0.03% | 6,888 | -10 | -0.1% | -$1,248 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $85.48万 | 0.03% | 11,368 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $84.61万 | 0.03% | 3,581 | -9 | -0.3% | -$2,127 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $82.20万 | 0.03% | 21,180 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $81.83万 | 0.03% | 2,288 | 219 | 10.6% | $7.83万 | 加仓 |
| WPC | WP CAREY INC | $81.83万 | 0.03% | 12,041 | -18,033 | -60.0% | -$122.55万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $80.76万 | 0.03% | 3,970 | 598 | 17.7% | $12.17万 | 加仓 |
| EFV | ISHARES TR | $79.11万 | 0.03% | 10,640 | 464 | 4.6% | $3.45万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $78.92万 | 0.03% | 13,370 | 1,166 | 9.6% | $6.88万 | 加仓 |
| SNDK | SANDISK CORP | $78.66万 | 0.03% | 1,238 | -240 | -16.2% | -$15.25万 | 减仓 |
| RBRK | RUBRIK INC. | $76.56万 | 0.03% | 15,635 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $76.30万 | 0.03% | 12,580 | 785 | 6.7% | $4.76万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $75.43万 | 0.03% | 3,804 | -258 | -6.4% | -$5.12万 | 减仓 |
| VHT | VANGUARD WORLD FD | $73.88万 | 0.03% | 2,713 | 2,713 | — | $73.88万 | 新建仓 |
| DVY | ISHARES TR | $73.36万 | 0.03% | 4,845 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $72.23万 | 0.03% | 9,183 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $71.93万 | 0.03% | 1,451 | 148 | 11.4% | $7.34万 | 加仓 |
| ITOT | ISHARES TR | $70.67万 | 0.03% | 4,962 | 513 | 11.5% | $7.31万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $70.34万 | 0.03% | 10,745 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $69.70万 | 0.03% | 8,841 | -1,925 | -17.9% | -$15.18万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $68.95万 | 0.03% | 13,624 | -3,185 | -18.9% | -$16.12万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $68.78万 | 0.03% | 25,049 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $68.61万 | 0.03% | 5,679 | 17 | 0.3% | $2,054 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $67.64万 | 0.03% | 7,504 | -145 | -1.9% | -$1.31万 | 减仓 |
| MOAT | VANECK ETF TRUST | $66.77万 | 0.03% | 6,905 | -325 | -4.5% | -$3.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.06万 | 0.03% | 769 | 14 | 1.9% | $1.18万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $63.61万 | 0.02% | 11,805 | 21 | 0.2% | $1,131 | 加仓 |
| NFLX | NETFLIX INC. | $63.48万 | 0.02% | 6,602 | 1,372 | 26.2% | $13.19万 | 加仓 |
| INTC | INTEL CORP | $63.13万 | 0.02% | 14,306 | 800 | 5.9% | $3.53万 | 加仓 |
| SUB | ISHARES TR | $63.10万 | 0.02% | 5,925 | 834 | 16.4% | $8.88万 | 加仓 |
| IJK | ISHARES TR | $61.72万 | 0.02% | 6,134 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $61.07万 | 0.02% | 635 | 82 | 14.8% | $7.89万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $60.87万 | 0.02% | 17,293 | -15,835 | -47.8% | -$55.74万 | 减仓 |
| MS | MORGAN STANLEY | $60.25万 | 0.02% | 3,661 | 51 | 1.4% | $8,393 | 加仓 |
| IYR | ISHARES TR | $59.06万 | 0.02% | 6,246 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $59.04万 | 0.02% | 3,247 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $59.04万 | 0.02% | 1,388 | -8 | -0.6% | -$3,403 | 减仓 |
| CRM | SALESFORCE INC | $58.76万 | 0.02% | 3,148 | -194 | -5.8% | -$3.62万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $58.64万 | 0.02% | 62,651 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $58.44万 | 0.02% | 4,625 | 130 | 2.9% | $1.64万 | 加仓 |