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 |
|---|---|---|---|---|---|---|---|---|
| ERIE | ERIE INDTY CO | $4,586.15万 | 0.48% | 191,289 | 6,279 | 3.4% | $150.54万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $4,572.87万 | 0.48% | 265,448 | -42,114 | -13.7% | -$725.50万 | 减仓 |
| BRO | BROWN & BROWN INC | $4,517.81万 | 0.47% | 704,257 | 40,952 | 6.2% | $262.71万 | 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 |
| LOW | LOWES COS INC | $4,478.39万 | 0.47% | 203,111 | 6,598 | 3.4% | $145.48万 | 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 |
| RL | RALPH LAUREN CORP | $4,432.97万 | 0.47% | 110,435 | 49,167 | 80.2% | $1,973.61万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $4,388.50万 | 0.46% | 95,660 | 4,353 | 4.8% | $199.70万 | 加仓 |
| STT | STATE STR CORP | $4,273.06万 | 0.45% | 251,949 | -120,221 | -32.3% | -$2,038.95万 | 减仓 |
| AMZN | AMAZON COM INC | $4,143.87万 | 0.44% | 173,864 | 2,377 | 1.4% | $56.65万 | 加仓 |
| PNR | PENTAIR PLC | $4,136.56万 | 0.43% | 539,598 | 56,310 | 11.7% | $431.67万 | 加仓 |
| CSCO | CISCO SYS INC | $4,045.53万 | 0.42% | 344,418 | 13,173 | 4.0% | $154.73万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4,033.63万 | 0.42% | 135,325 | 798 | 0.6% | $23.79万 | 加仓 |
| RMD | RESMED INC | $3,983.41万 | 0.42% | 204,403 | 96,215 | 88.9% | $1,875.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $3,920.07万 | 0.41% | 474,355 | 233,312 | 96.8% | $1,928.09万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $3,758.42万 | 0.39% | 407,329 | 207,803 | 104.1% | $1,917.40万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3,723.46万 | 0.39% | 299,217 | 60,338 | 25.3% | $750.85万 | 加仓 |
| EBAY | EBAY INC. | $3,552.24万 | 0.37% | 317,874 | -7,205 | -2.2% | -$80.52万 | 减仓 |
| PCAR | PACCAR INC | $3,448.04万 | 0.36% | 287,050 | -122,086 | -29.8% | -$1,466.50万 | 减仓 |
| ORCL | ORACLE CORP | $3,321.83万 | 0.35% | 226,669 | 21,705 | 10.6% | $318.09万 | 加仓 |
| ALB | ALBEMARLE CORP | $3,304.52万 | 0.35% | 244,725 | -42,870 | -14.9% | -$578.87万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $3,260.13万 | 0.34% | 755,010 | 402,466 | 114.2% | $1,737.85万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3,236.09万 | 0.34% | 835,552 | 215,977 | 34.9% | $836.48万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3,023.05万 | 0.32% | 48,482 | 29,119 | 150.4% | $1,815.69万 | 加仓 |
| APH | AMPHENOL CORP | $2,836.37万 | 0.30% | 160,865 | 29,510 | 22.5% | $520.32万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,714.59万 | 0.29% | 124,266 | -38,928 | -23.9% | -$850.38万 | 减仓 |
| GOOG | ALPHABET INC | $2,542.81万 | 0.27% | 71,967 | 998 | 1.4% | $35.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,460.97万 | 0.26% | 51,531 | 17,928 | 53.4% | $856.19万 | 加仓 |
| C | CITIGROUP INC | $2,378.59万 | 0.25% | 169,948 | 138,442 | 439.4% | $1,937.63万 | 加仓 |
| EG | EVEREST GROUP LTD | $2,326.00万 | 0.24% | 65,112 | 59,459 | 1,051.8% | $2,124.05万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2,303.84万 | 0.24% | 448,043 | 448,043 | — | $2,303.84万 | 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 |
| WDC | WESTERN DIGITAL CORP | $2,088.74万 | 0.22% | 32,702 | 32,702 | — | $2,088.74万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,080.67万 | 0.22% | 41,581 | 667 | 1.6% | $33.38万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $2,074.61万 | 0.22% | 254,553 | 150,337 | 144.3% | $1,225.25万 | 加仓 |
| UNM | UNUM GROUP | $2,047.20万 | 0.21% | 228,993 | -164,717 | -41.8% | -$1,472.57万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2,042.74万 | 0.21% | 181,190 | -9,042 | -4.8% | -$101.94万 | 减仓 |
| TSLA | TESLA INC | $2,012.44万 | 0.21% | 47,847 | 767 | 1.6% | $32.26万 | 加仓 |
| QCOM | QUALCOMM INC | $1,938.08万 | 0.20% | 104,880 | -89,204 | -46.0% | -$1,648.40万 | 减仓 |
| FOXA | FOX CORP | $1,866.93万 | 0.20% | 357,924 | 12,197 | 3.5% | $63.62万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1,808.00万 | 0.19% | 67,247 | 67,247 | — | $1,808.00万 | 新建仓 |
| LLY | ELI LILLY & CO | $1,710.15万 | 0.18% | 14,258 | 232 | 1.7% | $27.83万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,688.50万 | 0.18% | 40,625 | -24 | -0.1% | -$9,975 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,684.59万 | 0.18% | 397,873 | 115,677 | 41.0% | $489.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,675.81万 | 0.18% | 28,848 | 464 | 1.6% | $26.95万 | 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 |
| MET | METLIFE INC | $1,481.52万 | 0.16% | 175,100 | 7,607 | 4.5% | $64.36万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,445.70万 | 0.15% | 36,400 | 12,680 | 53.5% | $503.61万 | 加仓 |
| ACM | AECOM | $1,337.25万 | 0.14% | 191,583 | -96,656 | -33.5% | -$674.66万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1,186.56万 | 0.12% | 483,325 | 231,051 | 91.6% | $567.23万 | 加仓 |
| T | AT&T INC | $1,185.91万 | 0.12% | 572,905 | 212,253 | 58.9% | $439.36万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,165.76万 | 0.12% | 71,270 | 1,147 | 1.6% | $18.76万 | 加仓 |
| ENS | ENERSYS | $1,145.11万 | 0.12% | 48,974 | -10,116 | -17.1% | -$236.53万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,143.42万 | 0.12% | 27,533 | 14,482 | 111.0% | $601.42万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,110.88万 | 0.12% | 5,605 | -3,235 | -36.6% | -$641.16万 | 减仓 |
| INTC | INTEL CORP | $1,109.44万 | 0.12% | 79,456 | 1,276 | 1.6% | $17.82万 | 加仓 |
| HD | HOME DEPOT INC | $1,108.51万 | 0.12% | 31,431 | 4,421 | 16.4% | $155.92万 | 加仓 |
| MRK | MERCK & CO INC | $1,096.48万 | 0.12% | 85,329 | 10,278 | 13.7% | $132.07万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $1,058.66万 | 0.11% | 50,088 | 10,724 | 27.2% | $226.66万 | 加仓 |
| PSMT | PRICESMART INC | $1,052.61万 | 0.11% | 53,886 | -3,009 | -5.3% | -$58.78万 | 减仓 |
| GLW | CORNING INC | $1,032.78万 | 0.11% | 40,433 | 12,539 | 45.0% | $320.28万 | 加仓 |
| YOU | CLEAR SECURE INC | $990.12万 | 0.10% | 177,664 | -25,378 | -12.5% | -$141.43万 | 减仓 |
| WWD | WOODWARD INC | $987.23万 | 0.10% | 23,205 | -1,700 | -6.8% | -$72.32万 | 减仓 |
| TMUS | T-MOBILE US INC | $964.26万 | 0.10% | 57,489 | 28,498 | 98.3% | $478.00万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $960.38万 | 0.10% | 24,534 | -198 | -0.8% | -$7.75万 | 减仓 |
| INTU | INTUIT | $937.33万 | 0.10% | 35,913 | 16,014 | 80.5% | $417.97万 | 加仓 |
| NTAP | NETAPP INC | $924.38万 | 0.10% | 59,730 | -4,955 | -7.7% | -$76.68万 | 减仓 |
| VRSN | VERISIGN INC | $910.07万 | 0.10% | 36,177 | 10,318 | 39.9% | $259.56万 | 加仓 |
| TU | TELUS CORPORATION | $908.03万 | 0.10% | 859,066 | 401,014 | 87.5% | $423.87万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $906.15万 | 0.10% | 104,107 | -7,567 | -6.8% | -$65.86万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $890.04万 | 0.09% | 26,321 | -527 | -2.0% | -$17.82万 | 减仓 |
| WM | WASTE MGMT INC DEL | $883.65万 | 0.09% | 39,647 | 639 | 1.6% | $14.24万 | 加仓 |
| EME | EMCOR GROUP INC | $883.32万 | 0.09% | 10,644 | -893 | -7.7% | -$74.11万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $875.17万 | 0.09% | 335,699 | 2,647 | 0.8% | $6.90万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $874.33万 | 0.09% | 126,367 | 31,368 | 33.0% | $217.04万 | 加仓 |
| UMBF | UMB FINL CORP | $868.88万 | 0.09% | 60,863 | -391 | -0.6% | -$5.58万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $863.55万 | 0.09% | 89,017 | 22,615 | 34.1% | $219.39万 | 加仓 |
| THG | HANOVER INS GROUP INC | $859.91万 | 0.09% | 40,160 | 1,507 | 3.9% | $32.27万 | 加仓 |
| AYI | ACUITY INC | $851.89万 | 0.09% | 22,617 | 290 | 1.3% | $10.92万 | 加仓 |
| AIZ | ASSURANT INC | $849.49万 | 0.09% | 31,635 | 85 | 0.3% | $2.28万 | 加仓 |
| IPAR | INTERPARFUMS INC | $844.83万 | 0.09% | 75,526 | 9,043 | 13.6% | $101.15万 | 加仓 |
| OFG | OFG BANCORP | $843.62万 | 0.09% | 171,922 | 4,551 | 2.7% | $22.33万 | 加仓 |
| RTX | RTX CORPORATION | $837.20万 | 0.09% | 44,126 | 708 | 1.6% | $13.43万 | 加仓 |
| TOL | TOLL BROTHERS INC | $836.50万 | 0.09% | 50,774 | 14,064 | 38.3% | $231.70万 | 加仓 |
| AMGN | AMGEN INC | $834.90万 | 0.09% | 23,056 | 3,756 | 19.5% | $136.01万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $828.09万 | 0.09% | 51,524 | -221 | -0.4% | -$3.55万 | 减仓 |
| SSD | SIMPSON MFG INC | $823.67万 | 0.09% | 39,344 | 139 | 0.4% | $2.91万 | 加仓 |
| HPQ | HP INC | $817.06万 | 0.09% | 372,407 | 126,811 | 51.6% | $278.22万 | 加仓 |
| BRC | BRADY CORP | $798.58万 | 0.08% | 87,210 | 41 | 0.0% | $3,754 | 加仓 |
| IDCC | INTERDIGITAL INC | $794.38万 | 0.08% | 28,057 | 2,825 | 11.2% | $79.98万 | 加仓 |
| PRI | PRIMERICA INC | $789.22万 | 0.08% | 27,770 | 1,398 | 5.3% | $39.73万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $787.17万 | 0.08% | 151,117 | 4,655 | 3.2% | $24.25万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $786.48万 | 0.08% | 86,655 | 24,630 | 39.7% | $223.54万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $775.61万 | 0.08% | 238,648 | 99,557 | 71.6% | $323.56万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $773.64万 | 0.08% | 36,381 | 1,944 | 5.6% | $41.34万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $770.89万 | 0.08% | 202,599 | 66,851 | 49.2% | $254.37万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $766.92万 | 0.08% | 6,719 | 125 | 1.9% | $14.27万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $764.11万 | 0.08% | 270,960 | 17,341 | 6.8% | $48.90万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $764.08万 | 0.08% | 93,557 | 45,618 | 95.2% | $372.56万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $757.41万 | 0.08% | 75,817 | 2,571 | 3.5% | $25.68万 | 加仓 |