West Branch Capital LLC
AMHERST MA · SEC CIK 0001738723
$3.73亿2026Q1 申报市值
378持仓数
55.7%前十大占比 · 第一大 10.3%
22 / 59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
CAT 加仓+$190.63万
AMAT 加仓+$177.61万
CVX 加仓+$146.55万
GE 加仓+$141.69万
LRCX 加仓+$126.23万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$122.73万
NVDA 减仓-$121.89万
BKNG 减仓-$102.18万
TMO 减仓-$83.49万
ADP 清仓-$52.91万
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 |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC | $500 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $504 | 0.00% | 7 | -126 | -94.7% | -$9,072 | 减仓 |
| SBUX | STARBUCKS CORP | $538 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $550 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $550 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $574 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $582 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $606 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $627 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $677 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $683 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $691 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $694 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $729 | 0.00% | 1 | -3 | -75.0% | -$2,187 | 减仓 |
| USB | US BANCORP | $781 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $793 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $866 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $894 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $980 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $982 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,078 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,244 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $1,287 | 0.00% | 16 | 11 | 220.0% | $885 | 加仓 |
| TTD | THE TRADE DESK INC | $1,362 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1,432 | 0.00% | 29 | 29 | — | $1,432 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,562 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $1,665 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1,698 | 0.00% | 37 | 37 | — | $1,698 | 新建仓 |
| IGF | ISHARES TR | $1,742 | 0.00% | 26 | 26 | — | $1,742 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO | $2,182 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| ULCC | FRONTIER GROUP HLDGS INC | $2,193 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $2,410 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR | $2,444 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION | $2,500 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2,536 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,674 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $2,690 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $2,732 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $2,812 | 0.00% | 1,077 | 519 | 93.0% | $1,355 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,818 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2,867 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $2,943 | 0.00% | 858 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $3,046 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $3,076 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $3,280 | 0.00% | 742 | 742 | — | $3,280 | 新建仓 |
| IT | GARTNER INC | $3,326 | 0.00% | 21 | -64 | -75.3% | -$1.01万 | 减仓 |
| CEVA | CEVA INC | $3,494 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $3,582 | 0.00% | 722 | 722 | — | $3,582 | 新建仓 |
| BILL | BILL HOLDINGS INC | $3,601 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $3,707 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $3,764 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3,959 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $3,981 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $4,233 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $4,304 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $4,671 | 0.00% | 186 | 186 | — | $4,671 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,762 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $4,825 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $4,830 | 0.00% | 93 | 93 | — | $4,830 | 新建仓 |
| EIM | EATON VANCE MUN BD FD | $4,885 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $4,886 | 0.00% | 97 | 97 | — | $4,886 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $4,938 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $4,939 | 0.00% | 2,457 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $4,953 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $4,971 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $5,038 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $5,158 | 0.00% | 38 | 38 | — | $5,158 | 新建仓 |
| NOBL | PROSHARES TR | $5,301 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5,354 | 0.00% | 27 | -26 | -49.1% | -$5,156 | 减仓 |
| CHWY | CHEWY INC | $5,400 | 0.00% | 200 | 200 | — | $5,400 | 新建仓 |
| VFC | V F CORP | $5,403 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $5,753 | 0.00% | 750 | 750 | — | $5,753 | 新建仓 |
| SDY | SPDR SERIES TRUST | $5,838 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $6,054 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $6,286 | 0.00% | 204 | 204 | — | $6,286 | 新建仓 |
| PODD | INSULET CORP | $6,506 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | VOYA INFRASTRUCTURE INDLS & | $6,529 | 0.00% | 523 | 12 | 2.3% | $150 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6,554 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $6,620 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $6,810 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH MANAGED DUR MUN I | $6,815 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $6,900 | 0.00% | 141 | 141 | — | $6,900 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,905 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $6,944 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $7,079 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $7,429 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $7,525 | 0.00% | 78 | -106 | -57.6% | -$1.02万 | 减仓 |
| BTG | B2GOLD CORP | $7,525 | 0.00% | 1,661 | 0 | 0.0% | — | 不变 |
| — | NUVEEN REAL ESTATE INCOME FD | $7,626 | 0.00% | 1,022 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $7,644 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $7,811 | 0.00% | 302 | 302 | — | $7,811 | 新建仓 |
| PCVX | VAXCYTE INC | $7,845 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $8,032 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $8,045 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $8,120 | 0.00% | 184 | -163 | -47.0% | -$7,193 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8,124 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $8,338 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $8,687 | 0.00% | 90 | -115 | -56.1% | -$1.11万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $8,940 | 0.00% | 49 | 0 | 0.0% | — | 不变 |