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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $193.70万 | 0.07% | 5,632 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $192.69万 | 0.07% | 96,058 | 4,211 | 4.6% | $8.45万 | 加仓 |
| IWM | ISHARES TR | $191.06万 | 0.07% | 6,359 | -106 | -1.6% | -$3.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $189.26万 | 0.07% | 3,685 | 381 | 11.5% | $19.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $185.37万 | 0.06% | 8,317 | -9 | -0.1% | -$2,006 | 减仓 |
| NOW | SERVICENOW INC | $181.38万 | 0.06% | 18,270 | -40 | -0.2% | -$3,971 | 减仓 |
| AME | AMETEK INC | $181.02万 | 0.06% | 7,482 | 868 | 13.1% | $21.00万 | 加仓 |
| MRK | MERCK & CO INC | $172.07万 | 0.06% | 13,391 | -12 | -0.1% | -$1,542 | 减仓 |
| VIS | VANGUARD WORLD FD | $166.06万 | 0.06% | 4,608 | 95 | 2.1% | $3.42万 | 加仓 |
| IEMG | ISHARES INC | $165.90万 | 0.06% | 20,027 | 1 | 0.0% | $83 | 加仓 |
| SDY | SPDR SERIES TRUST | $164.99万 | 0.06% | 10,842 | 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 |
| MTB | M & T BK CORP | $154.71万 | 0.05% | 6,500 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.05% | 2 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $148.83万 | 0.05% | 4,040 | -249 | -5.8% | -$9.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $145.09万 | 0.05% | 5,160 | 157 | 3.1% | $4.41万 | 加仓 |
| PEP | PEPSICO INC | $143.22万 | 0.05% | 10,577 | -11 | -0.1% | -$1,489 | 减仓 |
| HON | HONEYWELL INTL INC | $140.99万 | 0.05% | 6,297 | -6,488 | -50.7% | -$145.27万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $139.97万 | 0.05% | 6,331 | 6,331 | — | $139.97万 | 新建仓 |
| FLEX | FLEX LTD | $139.25万 | 0.05% | 8,592 | -2,153 | -20.0% | -$34.89万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $139.17万 | 0.05% | 11,696 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $135.47万 | 0.05% | 29,140 | -7,500 | -20.5% | -$34.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $130.04万 | 0.05% | 14,817 | 1 | 0.0% | $88 | 加仓 |
| DE | DEERE & CO | $128.41万 | 0.04% | 2,025 | -8 | -0.4% | -$5,073 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $126.09万 | 0.04% | 6,970 | 476 | 7.3% | $8.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $124.73万 | 0.04% | 15,481 | 1,441 | 10.3% | $11.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $124.23万 | 0.04% | 1,328 | -21 | -1.6% | -$1.96万 | 减仓 |
| GE | GE AEROSPACE | $124.04万 | 0.04% | 3,319 | 34 | 1.0% | $1.27万 | 加仓 |
| ORCL | ORACLE CORP | $120.08万 | 0.04% | 8,194 | -122 | -1.5% | -$1.79万 | 减仓 |
| EQT | EQT CORP | $120.06万 | 0.04% | 22,581 | 980 | 4.5% | $5.21万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $119.39万 | 0.04% | 15,770 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $119.13万 | 0.04% | 1,014 | 16 | 1.6% | $1.88万 | 加仓 |
| T | AT&T INC | $119.13万 | 0.04% | 57,550 | 1,156 | 2.0% | $2.39万 | 加仓 |
| IVE | ISHARES TR | $119.07万 | 0.04% | 5,244 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $118.94万 | 0.04% | 20,564 | 244 | 1.2% | $1.41万 | 加仓 |
| EFAV | ISHARES TR | $118.59万 | 0.04% | 13,521 | -28 | -0.2% | -$2,456 | 减仓 |
| ACM | AECOM | $117.84万 | 0.04% | 16,883 | 13,500 | 399.1% | $94.23万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $114.24万 | 0.04% | 8,350 | -2 | -0.0% | -$274 | 减仓 |
| ZTS | ZOETIS INC | $112.79万 | 0.04% | 15,696 | -557 | -3.4% | -$4.00万 | 减仓 |
| RBRK | RUBRIK INC. | $112.72万 | 0.04% | 14,041 | -1,594 | -10.2% | -$12.80万 | 减仓 |
| VCR | VANGUARD WORLD FD | $111.17万 | 0.04% | 2,803 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $110.19万 | 0.04% | 4,074 | -430 | -9.5% | -$11.63万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $109.52万 | 0.04% | 44,612 | -551 | -1.2% | -$1.35万 | 减仓 |
| TJX | TJX COS INC NEW | $109.06万 | 0.04% | 7,199 | -4 | -0.1% | -$606 | 减仓 |
| SPYV | SPDR SERIES TRUST | $108.87万 | 0.04% | 17,910 | -12 | -0.1% | -$729 | 减仓 |
| TMUS | T-MOBILE US INC | $107.36万 | 0.04% | 6,401 | -206 | -3.1% | -$3.46万 | 减仓 |
| BAC | BANK OF AMER CORP | $106.10万 | 0.04% | 18,621 | -202 | -1.1% | -$1.15万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $104.99万 | 0.04% | 11,653 | 285 | 2.5% | $2.57万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $102.43万 | 0.04% | 3,257 | 1 | 0.0% | $314 | 加仓 |
| IWR | ISHARES TR | $101.64万 | 0.04% | 9,213 | -845 | -8.4% | -$9.32万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $101.15万 | 0.04% | 8,670 | 58 | 0.7% | $6,767 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $98.15万 | 0.03% | 4,613 | 2,037 | 79.1% | $43.34万 | 加仓 |
| EMR | EMERSON ELEC CO | $97.93万 | 0.03% | 6,841 | 75 | 1.1% | $1.07万 | 加仓 |
| ETN | EATON CORP PLC | $96.60万 | 0.03% | 2,267 | -21 | -0.9% | -$8,949 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $95.38万 | 0.03% | 13,218 | 37 | 0.3% | $2,670 | 加仓 |
| SM | SM ENERGY COMPANY | $94.88万 | 0.03% | 36,351 | -82 | -0.2% | -$2,140 | 减仓 |
| LIN | LINDE PLC | $94.45万 | 0.03% | 1,820 | 369 | 25.4% | $19.15万 | 加仓 |
| INSM | INSMED INC | $93.93万 | 0.03% | 8,810 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $93.71万 | 0.03% | 2,069 | 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 |
| WPC | WP CAREY INC | $86.09万 | 0.03% | 12,041 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $85.92万 | 0.03% | 1,687 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $84.42万 | 0.03% | 13,425 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $83.57万 | 0.03% | 8,841 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $83.32万 | 0.03% | 34,603 | 69 | 0.2% | $1,662 | 加仓 |
| ABT | ABBOTT LABORATORIES | $81.66万 | 0.03% | 8,999 | -2,311 | -20.4% | -$20.97万 | 减仓 |
| APH | AMPHENOL CORP | $81.55万 | 0.03% | 4,625 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $81.52万 | 0.03% | 10,649 | 9 | 0.1% | $689 | 加仓 |
| VHT | VANGUARD WORLD FD | $81.12万 | 0.03% | 2,713 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $81.10万 | 0.03% | 4,937 | -25 | -0.5% | -$4,107 | 减仓 |
| LOW | LOWES COS INC | $80.90万 | 0.03% | 3,669 | 88 | 2.5% | $1.94万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $79.57万 | 0.03% | 9,183 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $79.40万 | 0.03% | 4,854 | -300 | -5.8% | -$4.91万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $78.26万 | 0.03% | 6,884 | -620 | -8.3% | -$7.05万 | 减仓 |
| UL | UNILEVER PLC | $77.51万 | 0.03% | 12,893 | -2,254 | -14.9% | -$13.55万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $76.98万 | 0.03% | 15,080 | 1,710 | 12.8% | $8.73万 | 加仓 |
| MS | MORGAN STANLEY | $76.17万 | 0.03% | 3,644 | -17 | -0.5% | -$3,554 | 减仓 |
| DVY | ISHARES TR | $75.73万 | 0.03% | 4,845 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $75.21万 | 0.03% | 5,715 | 36 | 0.6% | $4,738 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $75.14万 | 0.03% | 651 | 651 | — | $75.14万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $74.20万 | 0.03% | 3,014 | 515 | 20.6% | $12.68万 | 加仓 |
| WTAI | WISDOMTREE TR | $74.15万 | 0.03% | 15,621 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $73.22万 | 0.03% | 724 | -45 | -5.9% | -$4.55万 | 减仓 |
| DAL | DELTA AIR LINES INC | $72.81万 | 0.03% | 7,773 | 1 | 0.0% | $94 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $72.60万 | 0.03% | 3,813 | -100 | -2.6% | -$1.90万 | 减仓 |
| IJK | ISHARES TR | $72.07万 | 0.02% | 6,134 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $68.90万 | 0.02% | 13,624 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $68.83万 | 0.02% | 21,180 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.07万 | 0.02% | 11,814 | -766 | -6.1% | -$4.41万 | 减仓 |
| COP | CONOCOPHILLIPS | $67.57万 | 0.02% | 6,501 | -48 | -0.7% | -$4,989 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $67.00万 | 0.02% | 25,130 | 81 | 0.3% | $2,159 | 加仓 |
| MOAT | VANECK ETF TRUST | $66.63万 | 0.02% | 6,409 | -496 | -7.2% | -$5.16万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $65.00万 | 0.02% | 4,097 | -5,720 | -58.3% | -$90.75万 | 减仓 |
| IYR | ISHARES TR | $63.87万 | 0.02% | 6,246 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $63.84万 | 0.02% | 7,791 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $63.64万 | 0.02% | 1,475 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $63.27万 | 0.02% | 1,278 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $62.20万 | 0.02% | 10,245 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $62.06万 | 0.02% | 9,055 | -243 | -2.6% | -$1.67万 | 减仓 |
| ALLY | ALLY FINL INC | $62.03万 | 0.02% | 13,500 | 0 | 0.0% | — | 不变 |