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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $754.59万 | 0.08% | 3,793 | 1,842 | 94.4% | $366.45万 | 加仓 |
| POWL | POWELL INDS INC | $754.30万 | 0.08% | 26,341 | -21,095 | -44.5% | -$604.08万 | 减仓 |
| BCPC | BALCHEM CORP | $751.34万 | 0.08% | 44,471 | 12,419 | 38.7% | $209.82万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $744.49万 | 0.08% | 260,766 | 16,856 | 6.9% | $48.12万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $739.49万 | 0.08% | 231,092 | 13,882 | 6.4% | $44.42万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $737.57万 | 0.08% | 76,862 | 1,379 | 1.8% | $13.23万 | 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 |
| ORI | OLD REP INTL CORP | $722.95万 | 0.08% | 176,675 | 52,148 | 41.9% | $213.39万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $722.35万 | 0.08% | 79,205 | 21,605 | 37.5% | $197.04万 | 加仓 |
| NTRS | NORTHERN TR CORP | $694.80万 | 0.07% | 39,968 | -14,272 | -26.3% | -$248.10万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $687.83万 | 0.07% | 6,801 | 109 | 1.6% | $11.02万 | 加仓 |
| NKE | NIKE INC | $686.78万 | 0.07% | 167,304 | 41,429 | 32.9% | $170.07万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $680.46万 | 0.07% | 24,213 | 4,504 | 22.9% | $126.58万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $676.23万 | 0.07% | 8,924 | 2,608 | 41.3% | $197.62万 | 加仓 |
| ULS | UL SOLUTIONS INC | $668.22万 | 0.07% | 65,602 | -2,609 | -3.8% | -$26.58万 | 减仓 |
| FULT | FULTON FINL CORP PA | $655.93万 | 0.07% | 271,157 | -2,585 | -0.9% | -$6.25万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $651.88万 | 0.07% | 123,979 | 19,372 | 18.5% | $101.86万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $642.63万 | 0.07% | 27,960 | -719 | -2.5% | -$16.53万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $642.37万 | 0.07% | 55,059 | 928 | 1.7% | $10.83万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $641.06万 | 0.07% | 41,487 | -11,891 | -22.3% | -$183.74万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $634.80万 | 0.07% | 23,745 | 7,618 | 47.2% | $203.66万 | 加仓 |
| MTB | M & T BK CORP | $634.46万 | 0.07% | 26,657 | 8,930 | 50.4% | $212.54万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $633.00万 | 0.07% | 14,464 | 4,912 | 51.4% | $214.97万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $629.91万 | 0.07% | 72,746 | 13,637 | 23.1% | $118.08万 | 加仓 |
| BCO | BRINKS CO | $619.60万 | 0.07% | 65,573 | -571 | -0.9% | -$5.40万 | 减仓 |
| INGR | INGREDION INC | $610.96万 | 0.06% | 64,508 | -256,586 | -79.9% | -$2,430.13万 | 减仓 |
| WDFC | WD 40 CO | $609.56万 | 0.06% | 25,019 | -6,159 | -19.8% | -$150.06万 | 减仓 |
| WHD | CACTUS INC | $603.03万 | 0.06% | 117,711 | -36,978 | -23.9% | -$189.44万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $602.54万 | 0.06% | 71,046 | 22,773 | 47.2% | $193.14万 | 加仓 |
| SO | SOUTHERN CO | $600.70万 | 0.06% | 62,762 | 1,010 | 1.6% | $9.67万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $595.05万 | 0.06% | 29,515 | 14,043 | 90.8% | $283.12万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $583.97万 | 0.06% | 101,121 | -24,996 | -19.8% | -$144.35万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $583.11万 | 0.06% | 32,232 | 519 | 1.6% | $9.39万 | 加仓 |
| ITT | ITT INC | $582.72万 | 0.06% | 29,466 | -9,836 | -25.0% | -$194.52万 | 减仓 |
| CHE | CHEMED CORP NEW | $580.08万 | 0.06% | 12,455 | -2,583 | -17.2% | -$120.30万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $575.91万 | 0.06% | 127,669 | -16,200 | -11.3% | -$73.08万 | 减仓 |
| NFLX | NETFLIX INC. | $573.96万 | 0.06% | 80,387 | -1,879 | -2.3% | -$13.42万 | 减仓 |
| MS | MORGAN STANLEY | $572.54万 | 0.06% | 27,389 | 438 | 1.6% | $9.16万 | 加仓 |
| SEIC | SEI INVTS CO | $569.24万 | 0.06% | 64,900 | -17,671 | -21.4% | -$154.99万 | 减仓 |
| PLUS | EPLUS INC | $564.81万 | 0.06% | 67,861 | 24,565 | 56.7% | $204.45万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $563.28万 | 0.06% | 82,123 | 29,086 | 54.8% | $199.50万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $561.08万 | 0.06% | 44,326 | 712 | 1.6% | $9.01万 | 加仓 |
| WRB | BERKLEY W R CORP | $560.11万 | 0.06% | 79,414 | -19,380 | -19.6% | -$136.69万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $558.27万 | 0.06% | 12,939 | -7,732 | -37.4% | -$333.60万 | 减仓 |
| BA | BOEING CO | $557.82万 | 0.06% | 25,769 | 413 | 1.6% | $8.94万 | 加仓 |
| MSA | MSA SAFETY INC | $556.96万 | 0.06% | 31,903 | 1,902 | 6.3% | $33.21万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $556.50万 | 0.06% | 56,144 | -6,442 | -10.3% | -$63.85万 | 减仓 |
| BMI | BADGER METER INC | $555.99万 | 0.06% | 37,471 | 15,455 | 70.2% | $229.32万 | 加仓 |
| MZTI | MARZETTI COMPANY | $553.07万 | 0.06% | 48,447 | 7,761 | 19.1% | $88.60万 | 加仓 |
| WINA | WINMARK CORP | $548.18万 | 0.06% | 12,957 | 1,347 | 11.6% | $56.99万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $545.80万 | 0.06% | 5,656 | -1,113 | -16.4% | -$107.40万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $545.48万 | 0.06% | 34,753 | -13,907 | -28.6% | -$218.28万 | 减仓 |
| ETN | EATON CORP PLC | $544.71万 | 0.06% | 12,783 | 203 | 1.6% | $8.65万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $542.94万 | 0.06% | 210,199 | 76,325 | 57.0% | $197.15万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $527.35万 | 0.06% | 21,731 | -6,926 | -24.2% | -$168.07万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $527.00万 | 0.06% | 103,353 | -42,508 | -29.1% | -$216.75万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $526.17万 | 0.06% | 19,896 | -8,117 | -29.0% | -$214.66万 | 减仓 |
| DE | DEERE & CO | $524.97万 | 0.06% | 8,276 | 135 | 1.7% | $8.56万 | 加仓 |
| VC | VISTEON CORP | $523.28万 | 0.05% | 52,745 | 16,370 | 45.0% | $162.41万 | 加仓 |
| G | GENPACT LIMITED | $504.18万 | 0.05% | 183,339 | 21,976 | 13.6% | $60.43万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $502.87万 | 0.05% | 62,733 | -17,855 | -22.2% | -$143.13万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $491.65万 | 0.05% | 12,363 | 1,066 | 9.4% | $42.39万 | 加仓 |
| SLM | SLM CORP | $486.21万 | 0.05% | 187,438 | 37,438 | 25.0% | $97.11万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $480.87万 | 0.05% | 160,451 | 54,016 | 50.8% | $161.89万 | 加仓 |
| EXPO | EXPONENT INC | $474.25万 | 0.05% | 80,710 | 12,147 | 17.7% | $71.38万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $473.91万 | 0.05% | 37,708 | -4,665 | -11.0% | -$58.63万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $469.43万 | 0.05% | 51,853 | 23,511 | 83.0% | $212.85万 | 加仓 |
| GGG | GRACO INC | $468.69万 | 0.05% | 61,988 | -17,842 | -22.3% | -$134.90万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $467.26万 | 0.05% | 58,002 | -15,702 | -21.3% | -$126.50万 | 减仓 |
| ALG | ALAMO GROUP INC | $461.94万 | 0.05% | 28,083 | -7,610 | -21.3% | -$125.18万 | 减仓 |
| UNP | UNION PAC CORP | $459.60万 | 0.05% | 16,897 | 1,657 | 10.9% | $45.07万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $458.82万 | 0.05% | 162,470 | 2,194 | 1.4% | $6.20万 | 加仓 |
| NOV | NOV INC | $453.75万 | 0.05% | 244,609 | -128,461 | -34.4% | -$238.30万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $447.48万 | 0.05% | 32,487 | 438 | 1.4% | $6.03万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $443.77万 | 0.05% | 78,724 | 1,066 | 1.4% | $6.01万 | 加仓 |
| CR | CRANE COMPANY | $442.77万 | 0.05% | 19,849 | 10,394 | 109.9% | $231.86万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $431.67万 | 0.05% | 140,289 | 68,518 | 95.5% | $210.83万 | 加仓 |
| TPC | TUTOR PERINI CORP | $429.50万 | 0.05% | 51,766 | 26,614 | 105.8% | $220.82万 | 加仓 |
| CVS | CVS HEALTH CORP | $425.30万 | 0.04% | 41,112 | 657 | 1.6% | $6.80万 | 加仓 |
| ACT | ENACT HLDGS INC | $418.05万 | 0.04% | 91,456 | 903 | 1.0% | $4.13万 | 加仓 |
| GAP | GAP INC | $413.49万 | 0.04% | 221,355 | 90,585 | 69.3% | $169.21万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $404.09万 | 0.04% | 1,942 | 29 | 1.5% | $6.03万 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $397.47万 | 0.04% | 60,333 | -29,053 | -32.5% | -$191.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $397.11万 | 0.04% | 55,032 | 930 | 1.7% | $6.71万 | 加仓 |
| CSL | CARLISLE COS INC | $395.22万 | 0.04% | 10,895 | 5,521 | 102.7% | $200.27万 | 加仓 |
| DCI | DONALDSON INC | $391.88万 | 0.04% | 43,654 | 485 | 1.1% | $4.35万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $383.92万 | 0.04% | 50,549 | -24,566 | -32.7% | -$186.58万 | 减仓 |
| OTTR | OTTER TAIL CORP | $382.62万 | 0.04% | 42,523 | 1,469 | 3.6% | $13.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $380.44万 | 0.04% | 37,229 | 601 | 1.6% | $6.14万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $372.46万 | 0.04% | 36,921 | 500 | 1.4% | $5.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $371.65万 | 0.04% | 7,295 | 107 | 1.5% | $5.45万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $364.87万 | 0.04% | 96,069 | 50,666 | 111.6% | $192.43万 | 加仓 |
| COP | CONOCOPHILLIPS | $361.91万 | 0.04% | 34,812 | 561 | 1.6% | $5.83万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $348.62万 | 0.04% | 33,307 | 1,319 | 4.1% | $13.81万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $336.61万 | 0.04% | 6,714 | 105 | 1.6% | $5.26万 | 加仓 |
| TJX | TJX COS INC NEW | $333.54万 | 0.04% | 22,016 | 311 | 1.4% | $4.71万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $325.11万 | 0.03% | 68,085 | -73,041 | -51.8% | -$348.77万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $323.37万 | 0.03% | 20,173 | 11,321 | 127.9% | $181.48万 | 加仓 |
| MMM | 3M CO | $320.10万 | 0.03% | 19,770 | 2,568 | 14.9% | $41.58万 | 加仓 |
| HRB | BLOCK H & R INC | $318.27万 | 0.03% | 83,580 | 21,508 | 34.7% | $81.90万 | 加仓 |