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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $5,621.36万 | 0.68% | 301,139 | 67,569 | 28.9% | $1,261.31万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5,644.22万 | 0.68% | 498,694 | 14,816 | 3.1% | $167.69万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $5,681.29万 | 0.68% | 307,562 | 29,036 | 10.4% | $536.35万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $5,681.81万 | 0.68% | 194,796 | 17,835 | 10.1% | $520.21万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5,717.34万 | 0.69% | 196,817 | 1,962 | 1.0% | $56.99万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $5,720.74万 | 0.69% | 52,323 | -14,290 | -21.5% | -$1,562.40万 | 减仓 |
| TGT | TARGET CORP | $5,918.75万 | 0.71% | 488,346 | -36,295 | -6.9% | -$439.90万 | 减仓 |
| ABBV | ABBVIE INC | $5,921.49万 | 0.71% | 272,265 | 22,681 | 9.1% | $493.29万 | 加仓 |
| PEP | PEPSICO INC | $5,949.39万 | 0.71% | 383,115 | 33,836 | 9.7% | $525.44万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $5,952.08万 | 0.71% | 286,034 | 31,348 | 12.3% | $652.32万 | 加仓 |
| PHM | PULTE GROUP INC | $6,043.70万 | 0.73% | 513,876 | 48,706 | 10.5% | $572.83万 | 加仓 |
| V | VISA INC | $6,131.48万 | 0.74% | 202,868 | 26,802 | 15.2% | $810.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6,148.83万 | 0.74% | 425,701 | 41,253 | 10.7% | $595.86万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $6,248.63万 | 0.75% | 342,710 | 40,865 | 13.5% | $745.09万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $6,271.27万 | 0.75% | 528,641 | 34,526 | 7.0% | $409.58万 | 加仓 |
| MCD | MCDONALDS CORP | $6,308.29万 | 0.76% | 202,976 | 15,260 | 8.1% | $474.27万 | 加仓 |
| WMT | WALMART INC | $6,408.24万 | 0.77% | 515,629 | -56,242 | -9.8% | -$698.98万 | 减仓 |
| KO | COCA COLA CO | $6,447.96万 | 0.77% | 847,858 | 40,917 | 5.1% | $311.17万 | 加仓 |
| GE | GE AEROSPACE | $6,472.34万 | 0.78% | 228,084 | 5,574 | 2.5% | $158.17万 | 加仓 |
| SNA | SNAP ON INC | $6,703.62万 | 0.81% | 184,561 | 19,369 | 11.7% | $703.52万 | 加仓 |
| AFL | AFLAC INC | $6,737.82万 | 0.81% | 614,148 | 50,455 | 9.0% | $553.54万 | 加仓 |
| CAT | CATERPILLAR INC | $6,758.14万 | 0.81% | 95,392 | -14,371 | -13.1% | -$1,018.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $6,820.88万 | 0.82% | 734,376 | 34,338 | 4.9% | $318.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,998.89万 | 0.84% | 237,928 | 17,397 | 7.9% | $511.75万 | 加仓 |
| MLI | MUELLER INDS INC | $7,036.91万 | 0.85% | 635,100 | 28,634 | 4.7% | $317.26万 | 加仓 |
| META | META PLATFORMS INC | $7,038.51万 | 0.85% | 123,023 | 15,408 | 14.3% | $881.54万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $7,108.80万 | 0.85% | 1,164,423 | 59,339 | 5.4% | $362.26万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,292.23万 | 0.88% | 300,847 | 41,272 | 15.9% | $1,000.39万 | 加仓 |
| ROST | ROSS STORES INC | $7,389.01万 | 0.89% | 341,089 | 15,798 | 4.9% | $342.23万 | 加仓 |
| LIN | LINDE PLC | $7,850.41万 | 0.94% | 158,351 | 12,471 | 8.5% | $618.26万 | 加仓 |
| GEV | GE VERNOVA INC | $7,904.11万 | 0.95% | 90,550 | 24,359 | 36.8% | $2,126.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $7,908.24万 | 0.95% | 382,225 | 2,314 | 0.6% | $47.88万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $8,188.17万 | 0.98% | 797,523 | -13,370 | -1.6% | -$137.27万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $8,376.43万 | 1.01% | 532,344 | 118,838 | 28.7% | $1,869.92万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $8,414.05万 | 1.01% | 414,118 | 75,095 | 22.2% | $1,525.78万 | 加仓 |
| KLAC | KLA CORP | $8,453.11万 | 1.02% | 57,410 | -2,321 | -3.9% | -$341.75万 | 减仓 |
| — | EXXON MOBIL CORP | $8,558.63万 | 1.03% | 504,458 | -30,267 | -5.7% | -$513.51万 | 减仓 |
| AAPL | APPLE INC | $8,594.88万 | 1.03% | 338,661 | 28,197 | 9.1% | $715.61万 | 加仓 |
| DOV | DOVER CORP | $8,699.45万 | 1.04% | 417,340 | -27,111 | -6.1% | -$565.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,869.33万 | 1.07% | 362,843 | -23,191 | -6.0% | -$566.88万 | 减仓 |
| GOOGL | ALPHABET INC | $9,212.79万 | 1.11% | 320,378 | 5,869 | 1.9% | $168.77万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.01亿 | 1.21% | 294,220 | -13,775 | -4.5% | -$470.82万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.01亿 | 1.21% | 472,416 | -76,226 | -13.9% | -$1,628.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.11亿 | 1.33% | 298,665 | 50,266 | 20.2% | $1,860.70万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.23亿 | 1.47% | 703,754 | 39,462 | 5.9% | $688.22万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1.33亿 | 1.60% | 409,060 | 8,756 | 2.2% | $285.38万 | 加仓 |