West Branch Capital LLC
AMHERST MA · SEC CIK 0001738723
$4.30亿2026Q2 申报市值
355持仓数
56.0%前十大占比 · 第一大 10.0%
19 / 42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
MU 加仓+$288.93万
INTC 加仓+$52.58万
SCHG 加仓+$52.14万
LRCX 加仓+$51.05万
VONE 加仓+$33.80万
2026Q2 卖出最多 按季末市值估算
IBM 减仓-$144.30万
MCD 减仓-$144.17万
ABT 减仓-$118.52万
TMUS 减仓-$113.26万
RTX 减仓-$91.61万
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 |
|---|---|---|---|---|---|---|---|---|
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -499 | -100.0% | -$5.53万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -235 | -100.0% | -$5.31万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -60 | -100.0% | -$1.88万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -287 | -100.0% | -$1.53万 | 清仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $0 | 0.00% | 0 | -306 | -100.0% | -$1.53万 | 清仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -106 | -100.0% | -$1.16万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -190 | -100.0% | -$1.04万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -255 | -100.0% | -$9,650 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -201 | -100.0% | -$9,566 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -48 | -100.0% | -$9,207 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -135 | -100.0% | -$7,845 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -141 | -100.0% | -$6,900 | 清仓 |
| BALI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -204 | -100.0% | -$6,286 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -318 | -100.0% | -$5,403 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -27 | -100.0% | -$5,354 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -190 | -100.0% | -$5,158 | 清仓 |
| POWW | OUTDOOR HOLDING CO | $0 | 0.00% | 0 | -2,457 | -100.0% | -$4,939 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -97 | -100.0% | -$4,886 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -93 | -100.0% | -$4,830 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -49 | -100.0% | -$4,825 | 清仓 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -186 | -100.0% | -$4,671 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -94 | -100.0% | -$3,601 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $0 | 0.00% | 0 | -722 | -100.0% | -$3,582 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -21 | -100.0% | -$3,326 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -742 | -100.0% | -$3,280 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -116 | -100.0% | -$3,076 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -858 | -100.0% | -$2,943 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -37 | -100.0% | -$2,818 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| VSTS | VESTIS CORPORATION | $0 | 0.00% | 0 | -318 | -100.0% | -$2,500 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -276 | -100.0% | -$2,410 | 清仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $0 | 0.00% | 0 | -621 | -100.0% | -$2,193 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -26 | -100.0% | -$1,742 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -37 | -100.0% | -$1,698 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,562 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -29 | -100.0% | -$1,432 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1,362 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$627 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$377 | 清仓 |
| QUBT | QUANTUM COMPUTING INC | $0 | 0.00% | 0 | -47 | -100.0% | -$322 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -17 | -100.0% | -$239 | 清仓 |
| — | XEROX HOLDINGS CORP | $0 | 0.00% | 0 | -107 | -100.0% | -$10 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $30 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $56 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $80 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $115 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $133 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $135 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $162 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $180 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $192 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $205 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $223 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $227 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC | $229 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $238 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $239 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $256 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $264 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $269 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $276 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $299 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $299 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $301 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $315 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $326 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $346 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $349 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $376 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $384 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $402 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $408 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $410 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $432 | 0.00% | 5 | -11 | -68.8% | -$950 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $441 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $453 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $501 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $506 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $516 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $517 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $523 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $529 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $540 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $582 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $614 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $625 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $626 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $667 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $681 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $721 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $756 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $829 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $874 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $906 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $994 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1,112 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,133 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,140 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1,190 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,373 | 0.00% | 23 | 0 | 0.0% | — | 不变 |