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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $558.27万 | 0.06% | 12,939 | -7,732 | -37.4% | -$333.60万 | 减仓 |
| WRB | BERKLEY W R CORP | $560.11万 | 0.06% | 79,414 | -19,380 | -19.6% | -$136.69万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $561.08万 | 0.06% | 44,326 | 712 | 1.6% | $9.01万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $563.28万 | 0.06% | 82,123 | 29,086 | 54.8% | $199.50万 | 加仓 |
| PLUS | EPLUS INC | $564.81万 | 0.06% | 67,861 | 24,565 | 56.7% | $204.45万 | 加仓 |
| SEIC | SEI INVTS CO | $569.24万 | 0.06% | 64,900 | -17,671 | -21.4% | -$154.99万 | 减仓 |
| MS | MORGAN STANLEY | $572.54万 | 0.06% | 27,389 | 438 | 1.6% | $9.16万 | 加仓 |
| NFLX | NETFLIX INC. | $573.96万 | 0.06% | 80,387 | -1,879 | -2.3% | -$13.42万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $575.91万 | 0.06% | 127,669 | -16,200 | -11.3% | -$73.08万 | 减仓 |
| CHE | CHEMED CORP NEW | $580.08万 | 0.06% | 12,455 | -2,583 | -17.2% | -$120.30万 | 减仓 |
| ITT | ITT INC | $582.72万 | 0.06% | 29,466 | -9,836 | -25.0% | -$194.52万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $583.11万 | 0.06% | 32,232 | 519 | 1.6% | $9.39万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $583.97万 | 0.06% | 101,121 | -24,996 | -19.8% | -$144.35万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $595.05万 | 0.06% | 29,515 | 14,043 | 90.8% | $283.12万 | 加仓 |
| SO | SOUTHERN CO | $600.70万 | 0.06% | 62,762 | 1,010 | 1.6% | $9.67万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $602.54万 | 0.06% | 71,046 | 22,773 | 47.2% | $193.14万 | 加仓 |
| WHD | CACTUS INC | $603.03万 | 0.06% | 117,711 | -36,978 | -23.9% | -$189.44万 | 减仓 |
| WDFC | WD 40 CO | $609.56万 | 0.06% | 25,019 | -6,159 | -19.8% | -$150.06万 | 减仓 |
| INGR | INGREDION INC | $610.96万 | 0.06% | 64,508 | -256,586 | -79.9% | -$2,430.13万 | 减仓 |
| BCO | BRINKS CO | $619.60万 | 0.07% | 65,573 | -571 | -0.9% | -$5.40万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $629.91万 | 0.07% | 72,746 | 13,637 | 23.1% | $118.08万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $633.00万 | 0.07% | 14,464 | 4,912 | 51.4% | $214.97万 | 加仓 |
| MTB | M & T BK CORP | $634.46万 | 0.07% | 26,657 | 8,930 | 50.4% | $212.54万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $634.80万 | 0.07% | 23,745 | 7,618 | 47.2% | $203.66万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $641.06万 | 0.07% | 41,487 | -11,891 | -22.3% | -$183.74万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $642.37万 | 0.07% | 55,059 | 928 | 1.7% | $10.83万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $642.63万 | 0.07% | 27,960 | -719 | -2.5% | -$16.53万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $651.88万 | 0.07% | 123,979 | 19,372 | 18.5% | $101.86万 | 加仓 |
| FULT | FULTON FINL CORP PA | $655.93万 | 0.07% | 271,157 | -2,585 | -0.9% | -$6.25万 | 减仓 |
| ULS | UL SOLUTIONS INC | $668.22万 | 0.07% | 65,602 | -2,609 | -3.8% | -$26.58万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $676.23万 | 0.07% | 8,924 | 2,608 | 41.3% | $197.62万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $680.46万 | 0.07% | 24,213 | 4,504 | 22.9% | $126.58万 | 加仓 |
| NKE | NIKE INC | $686.78万 | 0.07% | 167,304 | 41,429 | 32.9% | $170.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $687.83万 | 0.07% | 6,801 | 109 | 1.6% | $11.02万 | 加仓 |
| NTRS | NORTHERN TR CORP | $694.80万 | 0.07% | 39,968 | -14,272 | -26.3% | -$248.10万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $722.35万 | 0.08% | 79,205 | 21,605 | 37.5% | $197.04万 | 加仓 |
| ORI | OLD REP INTL CORP | $722.95万 | 0.08% | 176,675 | 52,148 | 41.9% | $213.39万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $736.15万 | 0.08% | 105,194 | -1,627 | -1.5% | -$11.39万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $737.57万 | 0.08% | 76,862 | 1,379 | 1.8% | $13.23万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $739.49万 | 0.08% | 231,092 | 13,882 | 6.4% | $44.42万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $744.49万 | 0.08% | 260,766 | 16,856 | 6.9% | $48.12万 | 加仓 |
| BCPC | BALCHEM CORP | $751.34万 | 0.08% | 44,471 | 12,419 | 38.7% | $209.82万 | 加仓 |
| POWL | POWELL INDS INC | $754.30万 | 0.08% | 26,341 | -21,095 | -44.5% | -$604.08万 | 减仓 |
| ASML | ASML HLDG NV | $754.59万 | 0.08% | 3,793 | 1,842 | 94.4% | $366.45万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $757.41万 | 0.08% | 75,817 | 2,571 | 3.5% | $25.68万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $764.08万 | 0.08% | 93,557 | 45,618 | 95.2% | $372.56万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $764.11万 | 0.08% | 270,960 | 17,341 | 6.8% | $48.90万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $766.92万 | 0.08% | 6,719 | 125 | 1.9% | $14.27万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $770.89万 | 0.08% | 202,599 | 66,851 | 49.2% | $254.37万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $773.64万 | 0.08% | 36,381 | 1,944 | 5.6% | $41.34万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $775.61万 | 0.08% | 238,648 | 99,557 | 71.6% | $323.56万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $786.48万 | 0.08% | 86,655 | 24,630 | 39.7% | $223.54万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $787.17万 | 0.08% | 151,117 | 4,655 | 3.2% | $24.25万 | 加仓 |
| PRI | PRIMERICA INC | $789.22万 | 0.08% | 27,770 | 1,398 | 5.3% | $39.73万 | 加仓 |
| IDCC | INTERDIGITAL INC | $794.38万 | 0.08% | 28,057 | 2,825 | 11.2% | $79.98万 | 加仓 |
| BRC | BRADY CORP | $798.58万 | 0.08% | 87,210 | 41 | 0.0% | $3,754 | 加仓 |
| HPQ | HP INC | $817.06万 | 0.09% | 372,407 | 126,811 | 51.6% | $278.22万 | 加仓 |
| SSD | SIMPSON MFG INC | $823.67万 | 0.09% | 39,344 | 139 | 0.4% | $2.91万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $828.09万 | 0.09% | 51,524 | -221 | -0.4% | -$3.55万 | 减仓 |
| AMGN | AMGEN INC | $834.90万 | 0.09% | 23,056 | 3,756 | 19.5% | $136.01万 | 加仓 |
| TOL | TOLL BROTHERS INC | $836.50万 | 0.09% | 50,774 | 14,064 | 38.3% | $231.70万 | 加仓 |
| RTX | RTX CORPORATION | $837.20万 | 0.09% | 44,126 | 708 | 1.6% | $13.43万 | 加仓 |
| OFG | OFG BANCORP | $843.62万 | 0.09% | 171,922 | 4,551 | 2.7% | $22.33万 | 加仓 |
| IPAR | INTERPARFUMS INC | $844.83万 | 0.09% | 75,526 | 9,043 | 13.6% | $101.15万 | 加仓 |
| AIZ | ASSURANT INC | $849.49万 | 0.09% | 31,635 | 85 | 0.3% | $2.28万 | 加仓 |
| AYI | ACUITY INC | $851.89万 | 0.09% | 22,617 | 290 | 1.3% | $10.92万 | 加仓 |
| THG | HANOVER INS GROUP INC | $859.91万 | 0.09% | 40,160 | 1,507 | 3.9% | $32.27万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $863.55万 | 0.09% | 89,017 | 22,615 | 34.1% | $219.39万 | 加仓 |
| UMBF | UMB FINL CORP | $868.88万 | 0.09% | 60,863 | -391 | -0.6% | -$5.58万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $874.33万 | 0.09% | 126,367 | 31,368 | 33.0% | $217.04万 | 加仓 |
| FBP | FIRST BANCORP CORPORATION | $875.17万 | 0.09% | 335,699 | 2,647 | 0.8% | $6.90万 | 加仓 |
| EME | EMCOR GROUP INC | $883.32万 | 0.09% | 10,644 | -893 | -7.7% | -$74.11万 | 减仓 |
| WM | WASTE MGMT INC DEL | $883.65万 | 0.09% | 39,647 | 639 | 1.6% | $14.24万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $890.04万 | 0.09% | 26,321 | -527 | -2.0% | -$17.82万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $906.15万 | 0.10% | 104,107 | -7,567 | -6.8% | -$65.86万 | 减仓 |
| TU | TELUS CORPORATION | $908.03万 | 0.10% | 859,066 | 401,014 | 87.5% | $423.87万 | 加仓 |
| VRSN | VERISIGN INC | $910.07万 | 0.10% | 36,177 | 10,318 | 39.9% | $259.56万 | 加仓 |
| NTAP | NETAPP INC | $924.38万 | 0.10% | 59,730 | -4,955 | -7.7% | -$76.68万 | 减仓 |
| INTU | INTUIT | $937.33万 | 0.10% | 35,913 | 16,014 | 80.5% | $417.97万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $960.38万 | 0.10% | 24,534 | -198 | -0.8% | -$7.75万 | 减仓 |
| TMUS | T-MOBILE US INC | $964.26万 | 0.10% | 57,489 | 28,498 | 98.3% | $478.00万 | 加仓 |
| WWD | WOODWARD INC | $987.23万 | 0.10% | 23,205 | -1,700 | -6.8% | -$72.32万 | 减仓 |
| YOU | CLEAR SECURE INC | $990.12万 | 0.10% | 177,664 | -25,378 | -12.5% | -$141.43万 | 减仓 |
| GLW | CORNING INC | $1,032.78万 | 0.11% | 40,433 | 12,539 | 45.0% | $320.28万 | 加仓 |
| PSMT | PRICESMART INC | $1,052.61万 | 0.11% | 53,886 | -3,009 | -5.3% | -$58.78万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP | $1,058.66万 | 0.11% | 50,088 | 10,724 | 27.2% | $226.66万 | 加仓 |
| MRK | MERCK & CO INC | $1,096.48万 | 0.12% | 85,329 | 10,278 | 13.7% | $132.07万 | 加仓 |
| HD | HOME DEPOT INC | $1,108.51万 | 0.12% | 31,431 | 4,421 | 16.4% | $155.92万 | 加仓 |
| INTC | INTEL CORP | $1,109.44万 | 0.12% | 79,456 | 1,276 | 1.6% | $17.82万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,110.88万 | 0.12% | 5,605 | -3,235 | -36.6% | -$641.16万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,143.42万 | 0.12% | 27,533 | 14,482 | 111.0% | $601.42万 | 加仓 |
| ENS | ENERSYS | $1,145.11万 | 0.12% | 48,974 | -10,116 | -17.1% | -$236.53万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,165.76万 | 0.12% | 71,270 | 1,147 | 1.6% | $18.76万 | 加仓 |
| T | AT&T INC | $1,185.91万 | 0.12% | 572,905 | 212,253 | 58.9% | $439.36万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1,186.56万 | 0.12% | 483,325 | 231,051 | 91.6% | $567.23万 | 加仓 |
| ACM | AECOM | $1,337.25万 | 0.14% | 191,583 | -96,656 | -33.5% | -$674.66万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,445.70万 | 0.15% | 36,400 | 12,680 | 53.5% | $503.61万 | 加仓 |
| MET | METLIFE INC | $1,481.52万 | 0.16% | 175,100 | 7,607 | 4.5% | $64.36万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $1,512.88万 | 0.16% | 99,512 | -68,846 | -40.9% | -$1,046.67万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,675.81万 | 0.18% | 28,848 | 464 | 1.6% | $26.95万 | 加仓 |