Vest Financial, LLC
MCLEAN VA · SEC CIK 0001709632
$95.25亿2026Q2 申报市值
420持仓数
15.0%前十大占比 · 第一大 2.0%
27 / 24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
MLI 加仓+$7,467.01万
EXPE 加仓+$2,334.16万
LUV 新建仓+$2,303.84万
MU 加仓+$2,274.07万
VLTO 加仓+$2,258.82万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$3,813.35万
JNJ 减仓-$2,630.29万
INGR 减仓-$2,430.13万
MPWR 减仓-$2,380.70万
CAT 减仓-$2,058.03万
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $1.94亿 | 2.04% | 268,892 | -25,328 | -8.6% | -$1,831.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.67亿 | 1.75% | 384,415 | -88,001 | -18.6% | -$3,813.35万 | 减仓 |
| KLAC | KLA CORP | $1.59亿 | 1.67% | 526,414 | -47,686 | -8.3% | -$1,438.73万 | 减仓 |
| MLI | MUELLER INDS INC | $1.53亿 | 1.60% | 1,242,520 | 607,420 | 95.6% | $7,467.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.42亿 | 1.49% | 709,640 | 5,886 | 0.8% | $117.77万 | 加仓 |
| CB | CHUBB LIMITED | $1.38亿 | 1.45% | 404,449 | -4,611 | -1.1% | -$157.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.30亿 | 1.36% | 347,843 | 49,178 | 16.5% | $1,834.44万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1.18亿 | 1.24% | 637,297 | 104,953 | 19.7% | $1,943.10万 | 加仓 |
| AAPL | APPLE INC | $1.17亿 | 1.22% | 403,159 | 64,498 | 19.0% | $1,866.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.12亿 | 1.18% | 499,747 | 85,629 | 20.7% | $1,917.66万 | 加仓 |
| GOOGL | ALPHABET INC | $1.08亿 | 1.13% | 301,973 | -18,405 | -5.7% | -$657.74万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.00亿 | 1.05% | 357,096 | 56,249 | 18.7% | $1,581.78万 | 加仓 |
| GEV | GE VERNOVA INC | $9,949.77万 | 1.04% | 84,689 | -5,861 | -6.5% | -$688.59万 | 减仓 |
| GE | GE AEROSPACE | $8,872.50万 | 0.93% | 237,404 | 9,320 | 4.1% | $348.32万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8,787.26万 | 0.92% | 76,127 | 19,701 | 34.9% | $2,274.07万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $8,393.88万 | 0.88% | 360,098 | 17,388 | 5.1% | $405.31万 | 加仓 |
| AFL | AFLAC INC | $8,362.54万 | 0.88% | 713,223 | 99,075 | 16.1% | $1,161.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,358.76万 | 0.88% | 255,362 | 17,434 | 7.3% | $570.67万 | 加仓 |
| CAT | CATERPILLAR INC | $8,100.27万 | 0.85% | 76,066 | -19,326 | -20.3% | -$2,058.03万 | 减仓 |
| SNA | SNAP ON INC | $7,964.18万 | 0.84% | 197,917 | 13,356 | 7.2% | $537.45万 | 加仓 |
| V | VISA INC | $7,824.99万 | 0.82% | 228,074 | 25,206 | 12.4% | $864.79万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $7,638.76万 | 0.80% | 528,232 | -409 | -0.1% | -$5.91万 | 减仓 |
| BAC | BANK OF AMER CORP | $7,629.99万 | 0.80% | 1,339,065 | 376,775 | 39.2% | $2,146.86万 | 加仓 |
| META | META PLATFORMS INC | $7,590.22万 | 0.80% | 134,748 | 11,725 | 9.5% | $660.46万 | 加仓 |
| DOV | DOVER CORP | $7,388.93万 | 0.78% | 329,451 | -87,889 | -21.1% | -$1,971.17万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $7,310.35万 | 0.77% | 805,637 | 8,114 | 1.0% | $73.63万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $7,262.93万 | 0.76% | 955,021 | 297,002 | 45.1% | $2,258.70万 | 加仓 |
| LIN | LINDE PLC | $7,223.33万 | 0.76% | 139,194 | -19,157 | -12.1% | -$994.13万 | 减仓 |
| ROST | ROSS STORES INC | $7,171.00万 | 0.75% | 336,904 | -4,185 | -1.2% | -$89.08万 | 减仓 |
| ALL | ALLSTATE CORP | $7,128.33万 | 0.75% | 299,585 | 33,458 | 12.6% | $796.10万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $7,106.06万 | 0.75% | 215,257 | 20,461 | 10.5% | $675.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,922.10万 | 0.73% | 73,996 | 20,285 | 37.8% | $1,897.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6,866.14万 | 0.72% | 202,990 | 17,863 | 9.6% | $604.22万 | 加仓 |
| AVGO | BROADCOM INC | $6,813.14万 | 0.72% | 180,361 | 19,072 | 11.8% | $720.44万 | 加仓 |
| ABBV | ABBVIE INC | $6,751.98万 | 0.71% | 268,319 | -3,946 | -1.4% | -$99.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6,584.83万 | 0.69% | 259,276 | -103,567 | -28.5% | -$2,630.29万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $6,554.66万 | 0.69% | 182,581 | -20,367 | -10.0% | -$731.18万 | 减仓 |
| VLTO | VERALTO CORP | $6,547.40万 | 0.69% | 738,317 | 254,716 | 52.7% | $2,258.82万 | 加仓 |
| KO | COCA COLA CO | $6,405.08万 | 0.67% | 788,123 | -59,735 | -7.0% | -$485.47万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $6,280.46万 | 0.66% | 1,131,615 | -32,808 | -2.8% | -$182.08万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $6,237.53万 | 0.65% | 548,644 | 20,743 | 3.9% | $235.83万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $6,199.58万 | 0.65% | 467,822 | 53,749 | 13.0% | $712.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6,153.54万 | 0.65% | 419,636 | -6,065 | -1.4% | -$88.94万 | 减仓 |
| — | EXXON MOBIL CORP | $6,098.97万 | 0.64% | 446,092 | -58,366 | -11.6% | -$797.98万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6,014.73万 | 0.63% | 1,991,634 | 739,932 | 59.1% | $2,234.59万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $5,993.86万 | 0.63% | 636,832 | 16,957 | 2.7% | $159.60万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $5,983.96万 | 0.63% | 233,858 | 91,221 | 64.0% | $2,334.16万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $5,930.76万 | 0.62% | 1,782,616 | -250,533 | -12.3% | -$833.52万 | 减仓 |
| CRM | SALESFORCE INC | $5,859.01万 | 0.62% | 373,995 | 72,856 | 24.2% | $1,141.36万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5,746.03万 | 0.60% | 654,669 | -79,707 | -10.9% | -$699.59万 | 减仓 |
| SJM | SMUCKER J M CO | $5,705.90万 | 0.60% | 507,191 | 447 | 0.1% | $5.03万 | 加仓 |
| USB | US BANCORP | $5,704.79万 | 0.60% | 944,501 | 343,161 | 57.1% | $2,072.69万 | 加仓 |
| HRL | HORMEL FOODS CORP | $5,671.63万 | 0.60% | 2,285,103 | 165,403 | 7.8% | $410.53万 | 加仓 |
| GWW | WW GRAINGER INC | $5,641.03万 | 0.59% | 41,466 | -7,453 | -15.2% | -$1,013.91万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $5,629.29万 | 0.59% | 236,963 | -11,438 | -4.6% | -$271.72万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5,629.04万 | 0.59% | 613,988 | -17,311 | -2.7% | -$158.71万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $5,592.99万 | 0.59% | 191,810 | -9,498 | -4.7% | -$276.95万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,575.44万 | 0.59% | 336,356 | -45,869 | -12.0% | -$760.32万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $5,517.87万 | 0.58% | 502,676 | -15,062 | -2.9% | -$165.34万 | 减仓 |
| PPG | PPG INDS INC | $5,498.85万 | 0.58% | 453,364 | -25,286 | -5.3% | -$306.69万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $5,492.48万 | 0.58% | 223,072 | -62,962 | -22.0% | -$1,550.25万 | 减仓 |
| SYY | SYSCO CORP | $5,426.54万 | 0.57% | 649,263 | -23,870 | -3.5% | -$199.51万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $5,393.74万 | 0.57% | 436,952 | -68,457 | -13.5% | -$845.03万 | 减仓 |
| MCD | MCDONALDS CORP | $5,371.82万 | 0.56% | 198,728 | -4,248 | -2.1% | -$114.83万 | 减仓 |
| AOS | SMITH A O CORP | $5,367.25万 | 0.56% | 855,748 | 39,876 | 4.9% | $250.10万 | 加仓 |
| KVUE | KENVUE INC | $5,363.88万 | 0.56% | 2,806,847 | -172,686 | -5.8% | -$330.00万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $5,321.50万 | 0.56% | 150,223 | 7,324 | 5.1% | $259.45万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,312.71万 | 0.56% | 695,381 | -69,528 | -9.1% | -$531.19万 | 减仓 |
| PHM | PULTE GROUP INC | $5,267.83万 | 0.55% | 383,925 | -129,951 | -25.3% | -$1,783.06万 | 减仓 |
| ES | EVERSOURCE ENERGY | $5,251.90万 | 0.55% | 726,705 | 1,230 | 0.2% | $8.89万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $5,241.78万 | 0.55% | 321,621 | 2,968 | 0.9% | $48.37万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,217.35万 | 0.55% | 101,584 | 3,917 | 4.0% | $201.18万 | 加仓 |
| NUE | NUCOR CORP | $5,198.70万 | 0.55% | 233,387 | -53,936 | -18.8% | -$1,201.42万 | 减仓 |
| NDSN | NORDSON CORP | $5,181.68万 | 0.54% | 171,755 | -17,861 | -9.4% | -$538.85万 | 减仓 |
| WMT | WALMART INC | $5,177.35万 | 0.54% | 457,121 | -58,508 | -11.3% | -$662.66万 | 减仓 |
| AMCR | AMCOR PLC | $5,121.67万 | 0.54% | 1,181,470 | -39,857 | -3.3% | -$172.78万 | 减仓 |
| FAST | FASTENAL CO | $5,103.42万 | 0.54% | 1,062,549 | -98,273 | -8.5% | -$472.01万 | 减仓 |
| EMR | EMERSON ELEC CO | $5,064.19万 | 0.53% | 353,768 | -10,647 | -2.9% | -$152.41万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $5,047.03万 | 0.53% | 520,957 | -43,387 | -7.7% | -$420.33万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $4,996.77万 | 0.52% | 145,120 | -214 | -0.1% | -$7.37万 | 减仓 |
| ECL | ECOLAB INC | $4,995.14万 | 0.52% | 179,288 | -6,993 | -3.8% | -$194.83万 | 减仓 |
| GPC | GENUINE PARTS CO | $4,981.68万 | 0.52% | 422,248 | 42,151 | 11.1% | $497.30万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4,980.12万 | 0.52% | 264,422 | -24,264 | -8.4% | -$456.99万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $4,965.36万 | 0.52% | 448,826 | -49,868 | -10.0% | -$551.69万 | 减仓 |
| MDT | MEDTRONIC PLC | $4,957.59万 | 0.52% | 633,720 | 76,498 | 13.7% | $598.44万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,852.22万 | 0.51% | 35,101 | -17,222 | -32.9% | -$2,380.70万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $4,845.44万 | 0.51% | 179,149 | -20,066 | -10.1% | -$542.73万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4,829.50万 | 0.51% | 164,728 | -32,089 | -16.3% | -$940.79万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $4,804.12万 | 0.50% | 141,970 | 9,652 | 7.3% | $326.61万 | 加仓 |
| TGT | TARGET CORP | $4,801.08万 | 0.50% | 367,589 | -120,757 | -24.7% | -$1,577.21万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,733.58万 | 0.50% | 116,230 | 11,822 | 11.3% | $481.46万 | 加仓 |
| MKC | MCCORMICK & CO INC | $4,710.12万 | 0.49% | 934,176 | 156,166 | 20.1% | $787.39万 | 加仓 |
| O | REALTY INCOME CORP | $4,701.07万 | 0.49% | 758,726 | -79,341 | -9.5% | -$491.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,695.36万 | 0.49% | 263,429 | -46,396 | -15.0% | -$826.96万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $4,689.73万 | 0.49% | 309,901 | -3,219 | -1.0% | -$48.71万 | 减仓 |
| CTAS | CINTAS CORP | $4,685.60万 | 0.49% | 275,494 | 10,491 | 4.0% | $178.43万 | 加仓 |
| PEP | PEPSICO INC | $4,657.72万 | 0.49% | 343,997 | -39,118 | -10.2% | -$529.66万 | 减仓 |
| CLX | CLOROX CO DEL | $4,652.56万 | 0.49% | 487,485 | 19,018 | 4.1% | $181.51万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $4,648.95万 | 0.49% | 202,058 | 19,802 | 10.9% | $455.60万 | 加仓 |
| COKE | COCA COLA CONS INC | $4,593.63万 | 0.48% | 240,605 | -4,094 | -1.7% | -$78.16万 | 减仓 |