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 |
|---|---|---|---|---|---|---|---|---|
| JOE | ST JOE CO | $184.85万 | 0.02% | 29,515 | 29,515 | — | $184.85万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $186.06万 | 0.02% | 71,588 | 28,401 | 65.8% | $73.81万 | 加仓 |
| OTEX | OPEN TEXT CORP | $186.30万 | 0.02% | 84,110 | 36,632 | 77.2% | $81.14万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $186.38万 | 0.02% | 45,106 | 45,106 | — | $186.38万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $186.53万 | 0.02% | 9,583 | 9,583 | — | $186.53万 | 新建仓 |
| SF | STIFEL FINL CORP | $186.83万 | 0.02% | 26,778 | 26,778 | — | $186.83万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $190.34万 | 0.02% | 8,392 | -8,702 | -50.9% | -$197.37万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $191.80万 | 0.02% | 17,893 | -18,060 | -50.2% | -$193.59万 | 减仓 |
| IDT | IDT CORP | $198.03万 | 0.02% | 34,049 | 34,049 | — | $198.03万 | 新建仓 |
| ESAB | ESAB CORPORATION | $200.38万 | 0.02% | 20,316 | 7,462 | 58.1% | $73.60万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $202.54万 | 0.02% | 14,473 | 14,473 | — | $202.54万 | 新建仓 |
| XYL | XYLEM INC | $202.66万 | 0.02% | 17,144 | 17,144 | — | $202.66万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $203.09万 | 0.02% | 63,367 | 63,367 | — | $203.09万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $204.17万 | 0.02% | 115,153 | -228,755 | -66.5% | -$405.58万 | 减仓 |
| ADBE | ADOBE INC | $205.29万 | 0.02% | 10,013 | 162 | 1.6% | $3.32万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $205.51万 | 0.02% | 15,615 | 15,615 | — | $205.51万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $207.44万 | 0.02% | 19,297 | 309 | 1.6% | $3.32万 | 加仓 |
| ESNT | ESSENT GROUP LTD | $208.55万 | 0.02% | 32,444 | 8,885 | 37.7% | $57.11万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $209.64万 | 0.02% | 36,383 | 588 | 1.6% | $3.39万 | 加仓 |
| HUBB | HUBBELL INC | $210.06万 | 0.02% | 4,015 | 54 | 1.4% | $2.83万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $211.37万 | 0.02% | 30,166 | 30,166 | — | $211.37万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $211.72万 | 0.02% | 95,197 | 95,197 | — | $211.72万 | 新建仓 |
| LEA | LEAR CORP | $213.49万 | 0.02% | 15,925 | 220 | 1.4% | $2.95万 | 加仓 |
| DHR | DANAHER CORP DEL | $213.99万 | 0.02% | 11,234 | 179 | 1.6% | $3.41万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $214.09万 | 0.02% | 55,520 | 747 | 1.4% | $2.88万 | 加仓 |
| GEN | GEN DIGITAL INC | $220.90万 | 0.02% | 88,749 | 30,176 | 51.5% | $75.11万 | 加仓 |
| FTV | FORTIVE CORP | $223.53万 | 0.02% | 36,590 | 489 | 1.4% | $2.99万 | 加仓 |
| AGX | ARGAN INC | $225.19万 | 0.02% | 2,820 | 2,820 | — | $225.19万 | 新建仓 |
| VMI | VALMONT INDS INC | $242.07万 | 0.03% | 4,191 | 47 | 1.1% | $2.71万 | 加仓 |
| UI | UBIQUITI INC | $244.21万 | 0.03% | 4,573 | 2,579 | 129.3% | $137.73万 | 加仓 |
| PFE | PFIZER INC | $244.44万 | 0.03% | 101,513 | 1,530 | 1.5% | $3.68万 | 加仓 |
| ATEN | A10 NETWORKS INC | $249.08万 | 0.03% | 66,670 | 66,670 | — | $249.08万 | 新建仓 |
| MO | ALTRIA GROUP INC | $250.11万 | 0.03% | 34,762 | 556 | 1.6% | $4.00万 | 加仓 |
| HON | HONEYWELL INTL INC | $251.64万 | 0.03% | 11,239 | -10,893 | -49.2% | -$243.89万 | 减仓 |
| NOW | SERVICENOW INC | $252.54万 | 0.03% | 25,437 | 538 | 2.2% | $5.34万 | 加仓 |
| PRG | PROG HOLDINGS INC | $254.34万 | 0.03% | 54,568 | 735 | 1.4% | $3.43万 | 加仓 |
| — | MOBILITY GLOBAL INC | $255.15万 | 0.03% | 115,712 | 115,712 | — | $255.15万 | 新建仓 |
| CDW | CDW CORP | $273.15万 | 0.03% | 19,422 | 7,920 | 68.9% | $111.39万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $281.68万 | 0.03% | 41,546 | 10,476 | 33.7% | $71.03万 | 加仓 |
| NOK | NOKIA CORP | $295.20万 | 0.03% | 222,292 | 47,976 | 27.5% | $63.71万 | 加仓 |
| DIS | DISNEY WALT CO | $302.68万 | 0.03% | 31,447 | 506 | 1.6% | $4.87万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $312.57万 | 0.03% | 24,740 | 163 | 0.7% | $2.06万 | 加仓 |
| BLK | BLACKROCK INC | $314.72万 | 0.03% | 3,273 | -12,837 | -79.7% | -$1,234.35万 | 减仓 |
| HL | HECLA MINING COMPANY | $317.52万 | 0.03% | 205,779 | 2,770 | 1.4% | $4.27万 | 加仓 |
| HRB | BLOCK H & R INC | $318.27万 | 0.03% | 83,580 | 21,508 | 34.7% | $81.90万 | 加仓 |
| MMM | 3M CO | $320.10万 | 0.03% | 19,770 | 2,568 | 14.9% | $41.58万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $323.37万 | 0.03% | 20,173 | 11,321 | 127.9% | $181.48万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $325.11万 | 0.03% | 68,085 | -73,041 | -51.8% | -$348.77万 | 减仓 |
| TJX | TJX COS INC NEW | $333.54万 | 0.04% | 22,016 | 311 | 1.4% | $4.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $336.61万 | 0.04% | 6,714 | 105 | 1.6% | $5.26万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $348.62万 | 0.04% | 33,307 | 1,319 | 4.1% | $13.81万 | 加仓 |
| COP | CONOCOPHILLIPS | $361.91万 | 0.04% | 34,812 | 561 | 1.6% | $5.83万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $364.87万 | 0.04% | 96,069 | 50,666 | 111.6% | $192.43万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $371.65万 | 0.04% | 7,295 | 107 | 1.5% | $5.45万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $372.46万 | 0.04% | 36,921 | 500 | 1.4% | $5.04万 | 加仓 |
| SBUX | STARBUCKS CORP | $380.44万 | 0.04% | 37,229 | 601 | 1.6% | $6.14万 | 加仓 |
| OTTR | OTTER TAIL CORP | $382.62万 | 0.04% | 42,523 | 1,469 | 3.6% | $13.22万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $383.92万 | 0.04% | 50,549 | -24,566 | -32.7% | -$186.58万 | 减仓 |
| DCI | DONALDSON INC | $391.88万 | 0.04% | 43,654 | 485 | 1.1% | $4.35万 | 加仓 |
| CSL | CARLISLE COS INC | $395.22万 | 0.04% | 10,895 | 5,521 | 102.7% | $200.27万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $397.11万 | 0.04% | 55,032 | 930 | 1.7% | $6.71万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $397.47万 | 0.04% | 60,333 | -29,053 | -32.5% | -$191.40万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $404.09万 | 0.04% | 1,942 | 29 | 1.5% | $6.03万 | 加仓 |
| GAP | GAP INC | $413.49万 | 0.04% | 221,355 | 90,585 | 69.3% | $169.21万 | 加仓 |
| ACT | ENACT HLDGS INC | $418.05万 | 0.04% | 91,456 | 903 | 1.0% | $4.13万 | 加仓 |
| CVS | CVS HEALTH CORP | $425.30万 | 0.04% | 41,112 | 657 | 1.6% | $6.80万 | 加仓 |
| TPC | TUTOR PERINI CORP | $429.50万 | 0.05% | 51,766 | 26,614 | 105.8% | $220.82万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $431.67万 | 0.05% | 140,289 | 68,518 | 95.5% | $210.83万 | 加仓 |
| CR | CRANE COMPANY | $442.77万 | 0.05% | 19,849 | 10,394 | 109.9% | $231.86万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $443.77万 | 0.05% | 78,724 | 1,066 | 1.4% | $6.01万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $447.48万 | 0.05% | 32,487 | 438 | 1.4% | $6.03万 | 加仓 |
| NOV | NOV INC | $453.75万 | 0.05% | 244,609 | -128,461 | -34.4% | -$238.30万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $458.82万 | 0.05% | 162,470 | 2,194 | 1.4% | $6.20万 | 加仓 |
| UNP | UNION PAC CORP | $459.60万 | 0.05% | 16,897 | 1,657 | 10.9% | $45.07万 | 加仓 |
| ALG | ALAMO GROUP INC | $461.94万 | 0.05% | 28,083 | -7,610 | -21.3% | -$125.18万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $467.26万 | 0.05% | 58,002 | -15,702 | -21.3% | -$126.50万 | 减仓 |
| GGG | GRACO INC | $468.69万 | 0.05% | 61,988 | -17,842 | -22.3% | -$134.90万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $469.43万 | 0.05% | 51,853 | 23,511 | 83.0% | $212.85万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $473.91万 | 0.05% | 37,708 | -4,665 | -11.0% | -$58.63万 | 减仓 |
| EXPO | EXPONENT INC | $474.25万 | 0.05% | 80,710 | 12,147 | 17.7% | $71.38万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $480.87万 | 0.05% | 160,451 | 54,016 | 50.8% | $161.89万 | 加仓 |
| SLM | SLM CORP | $486.21万 | 0.05% | 187,438 | 37,438 | 25.0% | $97.11万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $491.65万 | 0.05% | 12,363 | 1,066 | 9.4% | $42.39万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $502.87万 | 0.05% | 62,733 | -17,855 | -22.2% | -$143.13万 | 减仓 |
| G | GENPACT LIMITED | $504.18万 | 0.05% | 183,339 | 21,976 | 13.6% | $60.43万 | 加仓 |
| VC | VISTEON CORP | $523.28万 | 0.05% | 52,745 | 16,370 | 45.0% | $162.41万 | 加仓 |
| DE | DEERE & CO | $524.97万 | 0.06% | 8,276 | 135 | 1.7% | $8.56万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $526.17万 | 0.06% | 19,896 | -8,117 | -29.0% | -$214.66万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $527.00万 | 0.06% | 103,353 | -42,508 | -29.1% | -$216.75万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $527.35万 | 0.06% | 21,731 | -6,926 | -24.2% | -$168.07万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $542.94万 | 0.06% | 210,199 | 76,325 | 57.0% | $197.15万 | 加仓 |
| ETN | EATON CORP PLC | $544.71万 | 0.06% | 12,783 | 203 | 1.6% | $8.65万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $545.48万 | 0.06% | 34,753 | -13,907 | -28.6% | -$218.28万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $545.80万 | 0.06% | 5,656 | -1,113 | -16.4% | -$107.40万 | 减仓 |
| WINA | WINMARK CORP | $548.18万 | 0.06% | 12,957 | 1,347 | 11.6% | $56.99万 | 加仓 |
| MZTI | MARZETTI COMPANY | $553.07万 | 0.06% | 48,447 | 7,761 | 19.1% | $88.60万 | 加仓 |
| BMI | BADGER METER INC | $555.99万 | 0.06% | 37,471 | 15,455 | 70.2% | $229.32万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $556.50万 | 0.06% | 56,144 | -6,442 | -10.3% | -$63.85万 | 减仓 |
| MSA | MSA SAFETY INC | $556.96万 | 0.06% | 31,903 | 1,902 | 6.3% | $33.21万 | 加仓 |
| BA | BOEING CO | $557.82万 | 0.06% | 25,769 | 413 | 1.6% | $8.94万 | 加仓 |