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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $1,684.59万 | 0.18% | 397,873 | 115,677 | 41.0% | $489.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,688.50万 | 0.18% | 40,625 | -24 | -0.1% | -$9,975 | 减仓 |
| LLY | ELI LILLY & CO | $1,710.15万 | 0.18% | 14,258 | 232 | 1.7% | $27.83万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,808.00万 | 0.19% | 67,247 | 67,247 | — | $1,808.00万 | 新建仓 |
| FOXA | FOX CORP | $1,866.93万 | 0.20% | 357,924 | 12,197 | 3.5% | $63.62万 | 加仓 |
| QCOM | QUALCOMM INC | $1,938.08万 | 0.20% | 104,880 | -89,204 | -46.0% | -$1,648.40万 | 减仓 |
| TSLA | TESLA INC | $2,012.44万 | 0.21% | 47,847 | 767 | 1.6% | $32.26万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2,042.74万 | 0.21% | 181,190 | -9,042 | -4.8% | -$101.94万 | 减仓 |
| UNM | UNUM GROUP | $2,047.20万 | 0.21% | 228,993 | -164,717 | -41.8% | -$1,472.57万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $2,074.61万 | 0.22% | 254,553 | 150,337 | 144.3% | $1,225.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,080.67万 | 0.22% | 41,581 | 667 | 1.6% | $33.38万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $2,088.74万 | 0.22% | 32,702 | 32,702 | — | $2,088.74万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,189.94万 | 0.23% | 56,627 | -30,649 | -35.1% | -$1,185.29万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $2,303.84万 | 0.24% | 448,043 | 448,043 | — | $2,303.84万 | 新建仓 |
| EG | EVEREST GROUP LTD | $2,326.00万 | 0.24% | 65,112 | 59,459 | 1,051.8% | $2,124.05万 | 加仓 |
| C | CITIGROUP INC | $2,378.59万 | 0.25% | 169,948 | 138,442 | 439.4% | $1,937.63万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,460.97万 | 0.26% | 51,531 | 17,928 | 53.4% | $856.19万 | 加仓 |
| GOOG | ALPHABET INC | $2,542.81万 | 0.27% | 71,967 | 998 | 1.4% | $35.26万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,714.59万 | 0.29% | 124,266 | -38,928 | -23.9% | -$850.38万 | 减仓 |
| APH | AMPHENOL CORP | $2,836.37万 | 0.30% | 160,865 | 29,510 | 22.5% | $520.32万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,023.05万 | 0.32% | 48,482 | 29,119 | 150.4% | $1,815.69万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3,236.09万 | 0.34% | 835,552 | 215,977 | 34.9% | $836.48万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,260.13万 | 0.34% | 755,010 | 402,466 | 114.2% | $1,737.85万 | 加仓 |
| ALB | ALBEMARLE CORP | $3,304.52万 | 0.35% | 244,725 | -42,870 | -14.9% | -$578.87万 | 减仓 |
| ORCL | ORACLE CORP | $3,321.83万 | 0.35% | 226,669 | 21,705 | 10.6% | $318.09万 | 加仓 |
| PCAR | PACCAR INC | $3,448.04万 | 0.36% | 287,050 | -122,086 | -29.8% | -$1,466.50万 | 减仓 |
| EBAY | EBAY INC. | $3,552.24万 | 0.37% | 317,874 | -7,205 | -2.2% | -$80.52万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,723.46万 | 0.39% | 299,217 | 60,338 | 25.3% | $750.85万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3,758.42万 | 0.39% | 407,329 | 207,803 | 104.1% | $1,917.40万 | 加仓 |
| WFC | WELLS FARGO & CO | $3,920.07万 | 0.41% | 474,355 | 233,312 | 96.8% | $1,928.09万 | 加仓 |
| RMD | RESMED INC | $3,983.41万 | 0.42% | 204,403 | 96,215 | 88.9% | $1,875.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4,033.63万 | 0.42% | 135,325 | 798 | 0.6% | $23.79万 | 加仓 |
| CSCO | CISCO SYS INC | $4,045.53万 | 0.42% | 344,418 | 13,173 | 4.0% | $154.73万 | 加仓 |
| PNR | PENTAIR PLC | $4,136.56万 | 0.43% | 539,598 | 56,310 | 11.7% | $431.67万 | 加仓 |
| AMZN | AMAZON COM INC | $4,143.87万 | 0.44% | 173,864 | 2,377 | 1.4% | $56.65万 | 加仓 |
| STT | STATE STR CORP | $4,273.06万 | 0.45% | 251,949 | -120,221 | -32.3% | -$2,038.95万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $4,388.50万 | 0.46% | 95,660 | 4,353 | 4.8% | $199.70万 | 加仓 |
| RL | RALPH LAUREN CORP | $4,432.97万 | 0.47% | 110,435 | 49,167 | 80.2% | $1,973.61万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $4,442.00万 | 0.47% | 344,101 | -127,709 | -27.1% | -$1,648.60万 | 减仓 |
| LOW | LOWES COS INC | $4,478.39万 | 0.47% | 203,111 | 6,598 | 3.4% | $145.48万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $4,501.16万 | 0.47% | 1,688,989 | -159,789 | -8.6% | -$425.84万 | 减仓 |
| BRO | BROWN & BROWN INC | $4,517.81万 | 0.47% | 704,257 | 40,952 | 6.2% | $262.71万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $4,572.87万 | 0.48% | 265,448 | -42,114 | -13.7% | -$725.50万 | 减仓 |
| ERIE | ERIE INDTY CO | $4,586.15万 | 0.48% | 191,289 | 6,279 | 3.4% | $150.54万 | 加仓 |
| COKE | COCA COLA CONS INC | $4,593.63万 | 0.48% | 240,605 | -4,094 | -1.7% | -$78.16万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $4,648.95万 | 0.49% | 202,058 | 19,802 | 10.9% | $455.60万 | 加仓 |
| CLX | CLOROX CO DEL | $4,652.56万 | 0.49% | 487,485 | 19,018 | 4.1% | $181.51万 | 加仓 |
| PEP | PEPSICO INC | $4,657.72万 | 0.49% | 343,997 | -39,118 | -10.2% | -$529.66万 | 减仓 |
| CTAS | CINTAS CORP | $4,685.60万 | 0.49% | 275,494 | 10,491 | 4.0% | $178.43万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $4,689.73万 | 0.49% | 309,901 | -3,219 | -1.0% | -$48.71万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,695.36万 | 0.49% | 263,429 | -46,396 | -15.0% | -$826.96万 | 减仓 |
| O | REALTY INCOME CORP | $4,701.07万 | 0.49% | 758,726 | -79,341 | -9.5% | -$491.60万 | 减仓 |
| MKC | MCCORMICK & CO INC | $4,710.12万 | 0.49% | 934,176 | 156,166 | 20.1% | $787.39万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,733.58万 | 0.50% | 116,230 | 11,822 | 11.3% | $481.46万 | 加仓 |
| TGT | TARGET CORP | $4,801.08万 | 0.50% | 367,589 | -120,757 | -24.7% | -$1,577.21万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $4,804.12万 | 0.50% | 141,970 | 9,652 | 7.3% | $326.61万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4,829.50万 | 0.51% | 164,728 | -32,089 | -16.3% | -$940.79万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $4,845.44万 | 0.51% | 179,149 | -20,066 | -10.1% | -$542.73万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,852.22万 | 0.51% | 35,101 | -17,222 | -32.9% | -$2,380.70万 | 减仓 |
| MDT | MEDTRONIC PLC | $4,957.59万 | 0.52% | 633,720 | 76,498 | 13.7% | $598.44万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $4,965.36万 | 0.52% | 448,826 | -49,868 | -10.0% | -$551.69万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4,980.12万 | 0.52% | 264,422 | -24,264 | -8.4% | -$456.99万 | 减仓 |
| GPC | GENUINE PARTS CO | $4,981.68万 | 0.52% | 422,248 | 42,151 | 11.1% | $497.30万 | 加仓 |
| ECL | ECOLAB INC | $4,995.14万 | 0.52% | 179,288 | -6,993 | -3.8% | -$194.83万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $4,996.77万 | 0.52% | 145,120 | -214 | -0.1% | -$7.37万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $5,047.03万 | 0.53% | 520,957 | -43,387 | -7.7% | -$420.33万 | 减仓 |
| EMR | EMERSON ELEC CO | $5,064.19万 | 0.53% | 353,768 | -10,647 | -2.9% | -$152.41万 | 减仓 |
| FAST | FASTENAL CO | $5,103.42万 | 0.54% | 1,062,549 | -98,273 | -8.5% | -$472.01万 | 减仓 |
| AMCR | AMCOR PLC | $5,121.67万 | 0.54% | 1,181,470 | -39,857 | -3.3% | -$172.78万 | 减仓 |
| WMT | WALMART INC | $5,177.35万 | 0.54% | 457,121 | -58,508 | -11.3% | -$662.66万 | 减仓 |
| NDSN | NORDSON CORP | $5,181.68万 | 0.54% | 171,755 | -17,861 | -9.4% | -$538.85万 | 减仓 |
| NUE | NUCOR CORP | $5,198.70万 | 0.55% | 233,387 | -53,936 | -18.8% | -$1,201.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,217.35万 | 0.55% | 101,584 | 3,917 | 4.0% | $201.18万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $5,241.78万 | 0.55% | 321,621 | 2,968 | 0.9% | $48.37万 | 加仓 |
| ES | EVERSOURCE ENERGY | $5,251.90万 | 0.55% | 726,705 | 1,230 | 0.2% | $8.89万 | 加仓 |
| PHM | PULTE GROUP INC | $5,267.83万 | 0.55% | 383,925 | -129,951 | -25.3% | -$1,783.06万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,312.71万 | 0.56% | 695,381 | -69,528 | -9.1% | -$531.19万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $5,321.50万 | 0.56% | 150,223 | 7,324 | 5.1% | $259.45万 | 加仓 |
| KVUE | KENVUE INC | $5,363.88万 | 0.56% | 2,806,847 | -172,686 | -5.8% | -$330.00万 | 减仓 |
| AOS | SMITH A O CORP | $5,367.25万 | 0.56% | 855,748 | 39,876 | 4.9% | $250.10万 | 加仓 |
| MCD | MCDONALDS CORP | $5,371.82万 | 0.56% | 198,728 | -4,248 | -2.1% | -$114.83万 | 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 |
| SYY | SYSCO CORP | $5,426.54万 | 0.57% | 649,263 | -23,870 | -3.5% | -$199.51万 | 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 |
| PPG | PPG INDS INC | $5,498.85万 | 0.58% | 453,364 | -25,286 | -5.3% | -$306.69万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $5,517.87万 | 0.58% | 502,676 | -15,062 | -2.9% | -$165.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $5,575.44万 | 0.59% | 336,356 | -45,869 | -12.0% | -$760.32万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $5,592.99万 | 0.59% | 191,810 | -9,498 | -4.7% | -$276.95万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5,629.04万 | 0.59% | 613,988 | -17,311 | -2.7% | -$158.71万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $5,629.29万 | 0.59% | 236,963 | -11,438 | -4.6% | -$271.72万 | 减仓 |
| GWW | WW GRAINGER INC | $5,641.03万 | 0.59% | 41,466 | -7,453 | -15.2% | -$1,013.91万 | 减仓 |
| HRL | HORMEL FOODS CORP | $5,671.63万 | 0.60% | 2,285,103 | 165,403 | 7.8% | $410.53万 | 加仓 |
| USB | US BANCORP | $5,704.79万 | 0.60% | 944,501 | 343,161 | 57.1% | $2,072.69万 | 加仓 |
| SJM | SMUCKER J M CO | $5,705.90万 | 0.60% | 507,191 | 447 | 0.1% | $5.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5,746.03万 | 0.60% | 654,669 | -79,707 | -10.9% | -$699.59万 | 减仓 |
| CRM | SALESFORCE INC | $5,859.01万 | 0.62% | 373,995 | 72,856 | 24.2% | $1,141.36万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $5,930.76万 | 0.62% | 1,782,616 | -250,533 | -12.3% | -$833.52万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $5,983.96万 | 0.63% | 233,858 | 91,221 | 64.0% | $2,334.16万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $5,993.86万 | 0.63% | 636,832 | 16,957 | 2.7% | $159.60万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $6,014.73万 | 0.63% | 1,991,634 | 739,932 | 59.1% | $2,234.59万 | 加仓 |