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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $3.51亿 | 13.70% | 1,791,053 | 209,795 | 13.3% | $4,116.18万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.09亿 | 12.04% | 706,880 | 115,188 | 19.5% | $5,031.32万 | 加仓 |
| IXUS | ISHARES TR | $2.51亿 | 9.79% | 2,897,980 | 143,851 | 5.2% | $1,246.32万 | 加仓 |
| IWF | ISHARES TR | $2.40亿 | 9.34% | 561,959 | -8,877 | -1.6% | -$378.51万 | 减仓 |
| IWD | ISHARES TR | $1.86亿 | 7.25% | 869,615 | -11,330 | -1.3% | -$242.09万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $5,993.10万 | 2.34% | 546,367 | 7,881 | 1.5% | $86.45万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,581.96万 | 2.18% | 376,906 | 39,628 | 11.7% | $586.89万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,442.19万 | 2.12% | 83,684 | -1,302 | -1.5% | -$84.67万 | 减仓 |
| IGF | ISHARES TR | $4,756.36万 | 1.85% | 709,906 | 32,685 | 4.8% | $218.99万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,530.03万 | 1.38% | 707,563 | -16,575 | -2.3% | -$82.69万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,416.30万 | 1.33% | 157,252 | -5,122 | -3.2% | -$111.28万 | 减仓 |
| IWN | ISHARES TR | $3,160.18万 | 1.23% | 166,686 | -40,228 | -19.4% | -$762.68万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3,118.71万 | 1.22% | 103,182 | -13,375 | -11.5% | -$404.26万 | 减仓 |
| IWV | ISHARES TR | $2,968.92万 | 1.16% | 80,093 | -2,309 | -2.8% | -$85.59万 | 减仓 |
| AAPL | APPLE INC | $2,795.25万 | 1.09% | 110,142 | -2,304 | -2.0% | -$58.47万 | 减仓 |
| ACWI | ISHARES TR | $2,759.68万 | 1.08% | 199,442 | 353 | 0.2% | $4.88万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $2,717.08万 | 1.06% | 539,424 | -3,065 | -0.6% | -$15.44万 | 减仓 |
| IUSG | ISHARES TR | $2,495.04万 | 0.97% | 160,858 | -3,562 | -2.2% | -$55.25万 | 减仓 |
| IUSV | ISHARES TR | $2,399.67万 | 0.94% | 234,683 | -5,254 | -2.2% | -$53.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,325.26万 | 0.91% | 38,914 | -1,523 | -3.8% | -$91.01万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,303.25万 | 0.90% | 70,095 | 82 | 0.1% | $2.69万 | 加仓 |
| MUB | ISHARES TR | $2,274.30万 | 0.89% | 214,253 | -3,452 | -1.6% | -$36.64万 | 减仓 |
| IVV | ISHARES TR | $2,173.35万 | 0.85% | 33,271 | -3,449 | -9.4% | -$225.30万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $2,024.56万 | 0.79% | 1,151,629 | 84 | 0.0% | $1,477 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,017.94万 | 0.79% | 215,270 | 10,715 | 5.2% | $100.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,003.62万 | 0.78% | 54,125 | 1,216 | 2.3% | $45.01万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,951.61万 | 0.76% | 31,646 | -997 | -3.1% | -$61.49万 | 减仓 |
| IWO | ISHARES TR | $1,909.87万 | 0.74% | 60,860 | -4,737 | -7.2% | -$148.65万 | 减仓 |
| GOOG | ALPHABET INC | $1,691.54万 | 0.66% | 58,968 | -108 | -0.2% | -$3.10万 | 减仓 |
| CWB | SPDR SERIES TRUST | $1,652.46万 | 0.64% | 180,557 | -6,257 | -3.3% | -$57.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,628.65万 | 0.64% | 33,988 | 526 | 1.6% | $25.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,263.09万 | 0.49% | 39,370 | 34 | 0.1% | $1.09万 | 加仓 |
| IJH | ISHARES TR | $1,146.11万 | 0.45% | 169,718 | -373 | -0.2% | -$2.52万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,129.50万 | 0.44% | 450,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,110.12万 | 0.43% | 63,650 | 4,396 | 7.4% | $76.67万 | 加仓 |
| GOOGL | ALPHABET INC | $977.93万 | 0.38% | 34,008 | 866 | 2.6% | $24.90万 | 加仓 |
| IEFA | ISHARES TR | $928.86万 | 0.36% | 102,602 | -290 | -0.3% | -$2.63万 | 减仓 |
| META | META PLATFORMS INC | $920.60万 | 0.36% | 16,090 | 489 | 3.1% | $27.98万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $915.25万 | 0.36% | 142,830 | 349 | 0.2% | $2.24万 | 加仓 |
| AMZN | AMAZON COM INC | $900.43万 | 0.35% | 43,233 | 1,023 | 2.4% | $21.31万 | 加仓 |
| CSCO | CISCO SYS INC | $880.61万 | 0.34% | 113,495 | 237 | 0.2% | $1.84万 | 加仓 |
| REET | ISHARES TR | $856.70万 | 0.33% | 340,636 | -18,211 | -5.1% | -$45.80万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $846.80万 | 0.33% | 61,220 | 5,712 | 10.3% | $79.01万 | 加仓 |
| LLY | ELI LILLY & CO | $748.33万 | 0.29% | 8,136 | 186 | 2.3% | $17.11万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $715.84万 | 0.28% | 122,053 | -88,189 | -41.9% | -$517.23万 | 减仓 |
| ABBV | ABBVIE INC | $644.08万 | 0.25% | 29,614 | 541 | 1.9% | $11.77万 | 加仓 |
| WMT | WALMART INC | $631.85万 | 0.25% | 50,841 | -166 | -0.3% | -$2.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $630.11万 | 0.25% | 21,420 | 759 | 3.7% | $22.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $629.24万 | 0.25% | 25,742 | -102 | -0.4% | -$2.49万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $580.55万 | 0.23% | 36,212 | -29 | -0.1% | -$4,649 | 减仓 |
| IWY | ISHARES TR | $551.45万 | 0.22% | 22,161 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $531.63万 | 0.21% | 7,620 | 2,716 | 55.4% | $189.49万 | 加仓 |
| BX | BLACKSTONE INC | $522.25万 | 0.20% | 45,417 | -3,761 | -7.6% | -$43.25万 | 减仓 |
| STBA | S & T BANCORP INC | $520.38万 | 0.20% | 124,403 | -3,071 | -2.4% | -$12.85万 | 减仓 |
| MSA | MSA SAFETY INC | $502.93万 | 0.20% | 30,676 | -855 | -2.7% | -$14.02万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $499.60万 | 0.19% | 92,432 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $493.44万 | 0.19% | 13,839 | -355 | -2.5% | -$12.66万 | 减仓 |
| — | EXXON MOBIL CORP | $486.53万 | 0.19% | 28,677 | -432 | -1.5% | -$7.33万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $483.88万 | 0.19% | 105,719 | -9,344 | -8.1% | -$42.77万 | 减仓 |
| BILS | SPDR SERIES TRUST | $469.92万 | 0.18% | 47,258 | 1,539 | 3.4% | $15.30万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $461.29万 | 0.18% | 71,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $459.20万 | 0.18% | 13,051 | 142 | 1.1% | $5.00万 | 加仓 |
| VB | VANGUARD INDEX FDS | $438.26万 | 0.17% | 16,734 | -3,453 | -17.1% | -$90.43万 | 减仓 |
| IJR | ISHARES TR | $425.16万 | 0.17% | 34,201 | -1,001 | -2.8% | -$12.44万 | 减仓 |
| VDE | VANGUARD WORLD FD | $410.00万 | 0.16% | 23,694 | 23,694 | — | $410.00万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $404.41万 | 0.16% | 25,005 | 21,701 | 656.8% | $350.97万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $370.66万 | 0.14% | 75,078 | 57,483 | 326.7% | $283.79万 | 加仓 |
| SCZ | ISHARES TR | $364.88万 | 0.14% | 46,535 | -803 | -1.7% | -$6.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $360.87万 | 0.14% | 58,908 | -50 | -0.1% | -$3,063 | 减仓 |
| PG | PROCTER & GAMBLE CO | $354.64万 | 0.14% | 24,553 | -811 | -3.2% | -$11.71万 | 减仓 |
| PGR | PROGRESSIVE CORP | $331.68万 | 0.13% | 16,731 | 160 | 1.0% | $3.17万 | 加仓 |
| QCOM | QUALCOMM INC | $330.63万 | 0.13% | 25,674 | 151 | 0.6% | $1.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $316.61万 | 0.12% | 15,303 | 8 | 0.1% | $1,655 | 加仓 |
| AVGO | BROADCOM INC | $315.89万 | 0.12% | 10,206 | 614 | 6.4% | $19.00万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $309.50万 | 0.12% | 34,893 | -1,370 | -3.8% | -$12.15万 | 减仓 |
| IAU | ISHARES GOLD TR | $302.75万 | 0.12% | 34,341 | -750 | -2.1% | -$6.61万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $301.28万 | 0.12% | 72,399 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $294.35万 | 0.11% | 15,259 | 91 | 0.6% | $1.76万 | 加仓 |
| KO | COCA COLA CO | $292.57万 | 0.11% | 38,215 | 1,649 | 4.5% | $12.62万 | 加仓 |
| — | HONEYWELL INTL INC | $288.98万 | 0.11% | 12,785 | -558 | -4.2% | -$12.61万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $286.63万 | 0.11% | 128,706 | -1,684 | -1.3% | -$3.75万 | 减仓 |
| V | VISA INC | $284.47万 | 0.11% | 9,412 | 156 | 1.7% | $4.71万 | 加仓 |
| CAT | CATERPILLAR INC | $253.42万 | 0.10% | 3,577 | 10 | 0.3% | $7,085 | 加仓 |
| TSLA | TESLA INC | $253.37万 | 0.10% | 6,816 | 352 | 5.4% | $13.09万 | 加仓 |
| TRGP | TARGA RES CORP | $242.08万 | 0.09% | 9,655 | 39 | 0.4% | $9,778 | 加仓 |
| VXUS | VANGUARD STAR FDS | $241.72万 | 0.09% | 31,347 | 3,827 | 13.9% | $29.51万 | 加仓 |
| MCD | MCDONALDS CORP | $226.53万 | 0.09% | 7,289 | -39 | -0.5% | -$1.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $221.72万 | 0.09% | 3,841 | 164 | 4.5% | $9.47万 | 加仓 |
| AGG | ISHARES TR | $218.89万 | 0.09% | 22,050 | -1,079 | -4.7% | -$10.71万 | 减仓 |
| EFA | ISHARES TR | $216.00万 | 0.08% | 22,238 | 0 | 0.0% | — | 不变 |
| — | CB FINL SVCS INC | $206.13万 | 0.08% | 60,306 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $195.51万 | 0.08% | 21,097 | 3,789 | 21.9% | $35.11万 | 加仓 |
| ABNB | AIRBNB INC | $193.60万 | 0.08% | 15,331 | 12 | 0.1% | $1,515 | 加仓 |
| ZTS | ZOETIS INC | $192.13万 | 0.07% | 16,253 | 26 | 0.2% | $3,073 | 加仓 |
| NOW | SERVICENOW INC | $191.43万 | 0.07% | 18,310 | 30 | 0.2% | $3,137 | 加仓 |
| WM | WASTE MGMT INC DEL | $191.32万 | 0.07% | 8,326 | 194 | 2.4% | $4.46万 | 加仓 |
| SONY | SONY GROUP CORP | $190.12万 | 0.07% | 91,847 | 322 | 0.4% | $6,665 | 加仓 |
| SLB | SLB LIMITED | $189.36万 | 0.07% | 36,640 | 342 | 0.9% | $1.77万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $188.48万 | 0.07% | 4,221 | 37 | 0.9% | $1.65万 | 加仓 |
| GLD | SPDR GOLD TR | $184.55万 | 0.07% | 4,289 | 239 | 5.9% | $10.28万 | 加仓 |