Vest Financial, LLC
MCLEAN VA · SEC CIK 0001709632
$83.26亿2026Q1 申报市值
414持仓数
12.1%前十大占比 · 第一大 1.6%
23 / 29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
AMCR 新建仓+$4,854.77万
GEV 加仓+$2,126.30万
EXPE 加仓+$1,993.67万
CINF 加仓+$1,869.92万
MSFT 加仓+$1,860.70万
2026Q1 卖出最多 按季末市值估算
AMCOR PLC 清仓-$5,053.92万
ALB 减仓-$4,539.56万
ELECTRONIC ARTS 减仓-$1,655.12万
CHRW 减仓-$1,648.39万
LRCX 减仓-$1,628.64万
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 |
|---|---|---|---|---|---|---|---|---|
| EFSC | ENTERPRISE FINL SVCS CORP | $483.67万 | 0.06% | 89,386 | -14,820 | -14.2% | -$80.19万 | 减仓 |
| MSA | MSA SAFETY INC | $491.87万 | 0.06% | 30,001 | 3,372 | 12.7% | $55.28万 | 加仓 |
| WINA | WINMARK CORP | $496.39万 | 0.06% | 11,610 | 1,062 | 10.1% | $45.41万 | 加仓 |
| ORI | OLD REP INTL CORP | $496.86万 | 0.06% | 124,527 | 47,084 | 60.8% | $187.87万 | 加仓 |
| — | HONEYWELL INTL INC | $500.25万 | 0.06% | 22,132 | 1,995 | 9.9% | $45.09万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $500.60万 | 0.06% | 66,402 | 26,419 | 66.1% | $199.17万 | 加仓 |
| TOL | TOLL BROTHERS INC | $500.98万 | 0.06% | 36,710 | 2,067 | 6.0% | $28.21万 | 加仓 |
| BA | BOEING CO | $504.66万 | 0.06% | 25,356 | 2,483 | 10.9% | $49.42万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $505.45万 | 0.06% | 75,115 | -13,412 | -15.2% | -$90.25万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $506.50万 | 0.06% | 32,049 | 13,459 | 72.4% | $212.71万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $515.00万 | 0.06% | 42,373 | -120,639 | -74.0% | -$1,466.25万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $520.78万 | 0.06% | 11,297 | -536 | -4.5% | -$24.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $524.34万 | 0.06% | 31,713 | 3,301 | 11.6% | $54.58万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $534.80万 | 0.06% | 139,091 | 26,288 | 23.3% | $101.08万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $538.22万 | 0.06% | 343,908 | 170,077 | 97.8% | $266.17万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $541.79万 | 0.07% | 59,109 | 13,428 | 29.4% | $123.08万 | 加仓 |
| BCPC | BALCHEM CORP | $543.22万 | 0.07% | 32,052 | 12,357 | 62.7% | $209.43万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $547.38万 | 0.07% | 94,999 | 38,579 | 68.4% | $222.29万 | 加仓 |
| FULT | FULTON FINL CORP PA | $556.79万 | 0.07% | 273,742 | 24,958 | 10.0% | $50.76万 | 加仓 |
| MZTI | MARZETTI COMPANY | $562.81万 | 0.07% | 40,686 | 7,092 | 21.1% | $98.10万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $566.14万 | 0.07% | 6,692 | -328 | -4.7% | -$27.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $566.37万 | 0.07% | 13,051 | -497 | -3.7% | -$21.57万 | 减仓 |
| CHE | CHEMED CORP NEW | $568.05万 | 0.07% | 15,038 | 3,304 | 28.2% | $124.81万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $571.08万 | 0.07% | 43,614 | 4,543 | 11.6% | $59.49万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $577.42万 | 0.07% | 28,384 | 1,779 | 6.7% | $36.19万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $583.37万 | 0.07% | 73,704 | 11,511 | 18.5% | $91.11万 | 加仓 |
| ULS | UL SOLUTIONS INC | $584.64万 | 0.07% | 68,211 | -19,397 | -22.1% | -$166.25万 | 减仓 |
| TU | TELUS CORPORATION | $587.68万 | 0.07% | 458,052 | 100,347 | 28.1% | $128.75万 | 加仓 |
| ALG | ALAMO GROUP INC | $588.83万 | 0.07% | 35,693 | 3,573 | 11.1% | $58.94万 | 加仓 |
| SO | SOUTHERN CO | $596.03万 | 0.07% | 61,752 | 6,481 | 11.7% | $62.55万 | 加仓 |
| G | GENPACT LIMITED | $601.08万 | 0.07% | 161,363 | 32,550 | 25.3% | $121.25万 | 加仓 |
| IPAR | INTERPARFUMS INC | $603.93万 | 0.07% | 66,483 | 13,390 | 25.2% | $121.63万 | 加仓 |
| TMUS | T-MOBILE US INC | $608.90万 | 0.07% | 28,991 | 6,487 | 28.8% | $136.25万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $620.50万 | 0.07% | 126,117 | 23,366 | 22.7% | $114.96万 | 加仓 |
| AYI | ACUITY INC | $625.65万 | 0.08% | 22,327 | 7,744 | 53.1% | $217.00万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $628.27万 | 0.08% | 104,607 | 19,537 | 23.0% | $117.34万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $628.64万 | 0.08% | 39,364 | 14,021 | 55.3% | $223.92万 | 加仓 |
| WDFC | WD 40 CO | $635.84万 | 0.08% | 31,178 | 10,067 | 47.7% | $205.31万 | 加仓 |
| VRSN | VERISIGN INC | $642.23万 | 0.08% | 25,859 | 13,556 | 110.2% | $336.68万 | 加仓 |
| SEIC | SEI INVTS CO | $647.93万 | 0.08% | 82,571 | 11,747 | 16.6% | $92.18万 | 加仓 |
| WRB | BERKLEY W R CORP | $654.81万 | 0.08% | 98,794 | 11,911 | 13.7% | $78.95万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $656.63万 | 0.08% | 80,588 | 11,745 | 17.1% | $95.70万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $656.85万 | 0.08% | 243,910 | 39,621 | 19.4% | $106.70万 | 加仓 |
| PRI | PRIMERICA INC | $660.57万 | 0.08% | 26,372 | 4,506 | 20.6% | $112.87万 | 加仓 |
| NTAP | NETAPP INC | $662.31万 | 0.08% | 64,685 | 9,557 | 17.3% | $97.85万 | 加仓 |
| NKE | NIKE INC | $664.87万 | 0.08% | 125,875 | 62,196 | 97.7% | $328.52万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $665.75万 | 0.08% | 253,619 | 32,837 | 14.9% | $86.20万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $667.27万 | 0.08% | 48,660 | 2,302 | 5.0% | $31.57万 | 加仓 |
| THG | HANOVER INS GROUP INC | $670.05万 | 0.08% | 38,653 | 5,086 | 15.2% | $88.17万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $672.11万 | 0.08% | 146,462 | 22,099 | 17.8% | $101.41万 | 加仓 |
| SSD | SIMPSON MFG INC | $672.84万 | 0.08% | 39,205 | 4,227 | 12.1% | $72.54万 | 加仓 |
| GGG | GRACO INC | $675.76万 | 0.08% | 79,830 | 10,011 | 14.3% | $84.74万 | 加仓 |
| OFG | OFG BANCORP | $677.18万 | 0.08% | 167,371 | 26,295 | 18.6% | $106.39万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $677.67万 | 0.08% | 73,246 | 10,675 | 17.1% | $98.77万 | 加仓 |
| AMGN | AMGEN INC | $679.07万 | 0.08% | 19,300 | 823 | 4.5% | $28.96万 | 加仓 |
| BCO | BRINKS CO | $685.45万 | 0.08% | 66,144 | 6,359 | 10.6% | $65.90万 | 加仓 |
| AIZ | ASSURANT INC | $687.19万 | 0.08% | 31,550 | 3,839 | 13.9% | $83.62万 | 加仓 |
| UMBF | UMB FINL CORP | $690.88万 | 0.08% | 61,254 | 8,150 | 15.3% | $91.92万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $697.16万 | 0.08% | 6,594 | 857 | 14.9% | $90.61万 | 加仓 |
| NOV | NOV INC | $701.74万 | 0.08% | 373,070 | -57,161 | -13.3% | -$107.52万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $703.07万 | 0.08% | 34,437 | 4,415 | 14.7% | $90.14万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $704.78万 | 0.08% | 28,013 | -3,772 | -11.9% | -$94.90万 | 减仓 |
| BRC | BRADY CORP | $708.16万 | 0.09% | 87,169 | 7,857 | 9.9% | $63.83万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $711.40万 | 0.09% | 333,052 | 42,187 | 14.5% | $90.11万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $712.33万 | 0.09% | 26,848 | 3,125 | 13.2% | $82.91万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $717.95万 | 0.09% | 24,732 | 1,165 | 4.9% | $33.82万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $718.95万 | 0.09% | 51,745 | 5,770 | 12.6% | $80.17万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $724.28万 | 0.09% | 252,274 | 19,391 | 8.3% | $55.67万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $731.71万 | 0.09% | 53,378 | 7,415 | 16.1% | $101.64万 | 加仓 |
| WHD | CACTUS INC | $732.76万 | 0.09% | 154,689 | 20,121 | 15.0% | $95.31万 | 加仓 |
| ITT | ITT INC | $748.82万 | 0.09% | 39,302 | 2,475 | 6.7% | $47.16万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $749.00万 | 0.09% | 111,674 | 7,636 | 7.3% | $51.21万 | 加仓 |
| ADI | ANALOG DEVICES INC | $754.63万 | 0.09% | 23,720 | -1,124 | -4.5% | -$35.76万 | 减仓 |
| NTRS | NORTHERN TR CORP | $757.03万 | 0.09% | 54,240 | 4,669 | 9.4% | $65.17万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $760.42万 | 0.09% | 28,679 | -35 | -0.1% | -$9,280 | 减仓 |
| IDCC | INTERDIGITAL INC | $762.01万 | 0.09% | 25,232 | 1,044 | 4.3% | $31.53万 | 加仓 |
| NFLX | NETFLIX INC. | $790.99万 | 0.10% | 82,266 | 9,933 | 13.7% | $95.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $791.83万 | 0.10% | 54,131 | 39,352 | 266.3% | $575.64万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $805.46万 | 0.10% | 28,657 | 1,735 | 6.4% | $48.77万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $808.24万 | 0.10% | 217,210 | 18,418 | 9.3% | $68.53万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $824.05万 | 0.10% | 75,483 | 8,033 | 11.9% | $87.70万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $828.05万 | 0.10% | 145,861 | 5,859 | 4.2% | $33.26万 | 加仓 |
| RTX | RTX CORPORATION | $837.53万 | 0.10% | 43,418 | 4,271 | 10.9% | $82.39万 | 加仓 |
| EME | EMCOR GROUP INC | $851.79万 | 0.10% | 11,537 | 114 | 1.0% | $8.42万 | 加仓 |
| POWL | POWELL INDS INC | $855.56万 | 0.10% | 15,812 | 1,410 | 9.8% | $76.29万 | 加仓 |
| PSMT | PRICESMART INC | $856.27万 | 0.10% | 56,895 | 1,108 | 2.0% | $16.68万 | 加仓 |
| INTU | INTUIT | $860.39万 | 0.10% | 19,899 | 7,337 | 58.4% | $317.24万 | 加仓 |
| HD | HOME DEPOT INC | $888.33万 | 0.11% | 27,010 | 10,906 | 67.7% | $358.69万 | 加仓 |
| WWD | WOODWARD INC | $891.40万 | 0.11% | 24,905 | -472 | -1.9% | -$16.89万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $894.41万 | 0.11% | 106,821 | 3,066 | 3.0% | $25.67万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $895.23万 | 0.11% | 62,586 | 17,158 | 37.8% | $245.43万 | 加仓 |
| WM | WASTE MGMT INC DEL | $896.36万 | 0.11% | 39,008 | 5,735 | 17.2% | $131.78万 | 加仓 |
| MRK | MERCK & CO INC | $902.79万 | 0.11% | 75,051 | 2,547 | 3.5% | $30.64万 | 加仓 |
| YOU | CLEAR SECURE INC | $982.93万 | 0.12% | 203,042 | -3,978 | -1.9% | -$19.26万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $985.67万 | 0.12% | 104,216 | 3,914 | 3.9% | $37.02万 | 加仓 |
| ENS | ENERSYS | $1,026.51万 | 0.12% | 59,090 | 2,348 | 4.1% | $40.79万 | 加仓 |
| LEN | LENNAR CORP | $1,033.92万 | 0.12% | 119,060 | -85,162 | -41.7% | -$739.55万 | 减仓 |
| T | AT&T INC | $1,045.53万 | 0.13% | 360,652 | 57,762 | 19.1% | $167.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,099.92万 | 0.13% | 40,649 | 12,161 | 42.7% | $329.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,135.61万 | 0.14% | 33,603 | 1,330 | 4.1% | $44.95万 | 加仓 |