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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $6,098.97万 | 0.64% | 446,092 | -58,366 | -11.6% | -$797.98万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $6,153.54万 | 0.65% | 419,636 | -6,065 | -1.4% | -$88.94万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $6,199.58万 | 0.65% | 467,822 | 53,749 | 13.0% | $712.28万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $6,237.53万 | 0.65% | 548,644 | 20,743 | 3.9% | $235.83万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $6,280.46万 | 0.66% | 1,131,615 | -32,808 | -2.8% | -$182.08万 | 减仓 |
| KO | COCA COLA CO | $6,405.08万 | 0.67% | 788,123 | -59,735 | -7.0% | -$485.47万 | 减仓 |
| VLTO | VERALTO CORP | $6,547.40万 | 0.69% | 738,317 | 254,716 | 52.7% | $2,258.82万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $6,554.66万 | 0.69% | 182,581 | -20,367 | -10.0% | -$731.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6,584.83万 | 0.69% | 259,276 | -103,567 | -28.5% | -$2,630.29万 | 减仓 |
| ABBV | ABBVIE INC | $6,751.98万 | 0.71% | 268,319 | -3,946 | -1.4% | -$99.30万 | 减仓 |
| AVGO | BROADCOM INC | $6,813.14万 | 0.72% | 180,361 | 19,072 | 11.8% | $720.44万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $6,866.14万 | 0.72% | 202,990 | 17,863 | 9.6% | $604.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,922.10万 | 0.73% | 73,996 | 20,285 | 37.8% | $1,897.60万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $7,106.06万 | 0.75% | 215,257 | 20,461 | 10.5% | $675.46万 | 加仓 |
| ALL | ALLSTATE CORP | $7,128.33万 | 0.75% | 299,585 | 33,458 | 12.6% | $796.10万 | 加仓 |
| ROST | ROSS STORES INC | $7,171.00万 | 0.75% | 336,904 | -4,185 | -1.2% | -$89.08万 | 减仓 |
| LIN | LINDE PLC | $7,223.33万 | 0.76% | 139,194 | -19,157 | -12.1% | -$994.13万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $7,262.93万 | 0.76% | 955,021 | 297,002 | 45.1% | $2,258.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $7,310.35万 | 0.77% | 805,637 | 8,114 | 1.0% | $73.63万 | 加仓 |
| DOV | DOVER CORP | $7,388.93万 | 0.78% | 329,451 | -87,889 | -21.1% | -$1,971.17万 | 减仓 |
| META | META PLATFORMS INC | $7,590.22万 | 0.80% | 134,748 | 11,725 | 9.5% | $660.46万 | 加仓 |
| BAC | BANK OF AMER CORP | $7,629.99万 | 0.80% | 1,339,065 | 376,775 | 39.2% | $2,146.86万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $7,638.76万 | 0.80% | 528,232 | -409 | -0.1% | -$5.91万 | 减仓 |
| V | VISA INC | $7,824.99万 | 0.82% | 228,074 | 25,206 | 12.4% | $864.79万 | 加仓 |
| SNA | SNAP ON INC | $7,964.18万 | 0.84% | 197,917 | 13,356 | 7.2% | $537.45万 | 加仓 |
| CAT | CATERPILLAR INC | $8,100.27万 | 0.85% | 76,066 | -19,326 | -20.3% | -$2,058.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,358.76万 | 0.88% | 255,362 | 17,434 | 7.3% | $570.67万 | 加仓 |
| AFL | AFLAC INC | $8,362.54万 | 0.88% | 713,223 | 99,075 | 16.1% | $1,161.65万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $8,393.88万 | 0.88% | 360,098 | 17,388 | 5.1% | $405.31万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8,787.26万 | 0.92% | 76,127 | 19,701 | 34.9% | $2,274.07万 | 加仓 |
| GE | GE AEROSPACE | $8,872.50万 | 0.93% | 237,404 | 9,320 | 4.1% | $348.32万 | 加仓 |
| GEV | GE VERNOVA INC | $9,949.77万 | 1.04% | 84,689 | -5,861 | -6.5% | -$688.59万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.00亿 | 1.05% | 357,096 | 56,249 | 18.7% | $1,581.78万 | 加仓 |
| GOOGL | ALPHABET INC | $1.08亿 | 1.13% | 301,973 | -18,405 | -5.7% | -$657.74万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.12亿 | 1.18% | 499,747 | 85,629 | 20.7% | $1,917.66万 | 加仓 |
| AAPL | APPLE INC | $1.17亿 | 1.22% | 403,159 | 64,498 | 19.0% | $1,866.31万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1.18亿 | 1.24% | 637,297 | 104,953 | 19.7% | $1,943.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.30亿 | 1.36% | 347,843 | 49,178 | 16.5% | $1,834.44万 | 加仓 |
| CB | CHUBB LIMITED | $1.38亿 | 1.45% | 404,449 | -4,611 | -1.1% | -$157.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.42亿 | 1.49% | 709,640 | 5,886 | 0.8% | $117.77万 | 加仓 |
| MLI | MUELLER INDS INC | $1.53亿 | 1.60% | 1,242,520 | 607,420 | 95.6% | $7,467.01万 | 加仓 |
| KLAC | KLA CORP | $1.59亿 | 1.67% | 526,414 | -47,686 | -8.3% | -$1,438.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.67亿 | 1.75% | 384,415 | -88,001 | -18.6% | -$3,813.35万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.94亿 | 2.04% | 268,892 | -25,328 | -8.6% | -$1,831.21万 | 减仓 |