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 |
|---|---|---|---|---|---|---|---|---|
| CAG | CONAGRA BRANDS INC | $1,548 | 0.00% | 115 | -600 | -83.9% | -$8,077 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $1,772 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1,971 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $2,081 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $2,172 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2,566 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,880 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $2,969 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $3,096 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $3,345 | 0.00% | 123 | 123 | — | $3,345 | 新建仓 |
| SBSW | SIBANYE STILLWATER LTD | $3,549 | 0.00% | 418 | 418 | — | $3,549 | 新建仓 |
| DOV | DOVER CORP | $3,589 | 0.00% | 16 | 16 | — | $3,589 | 新建仓 |
| VNO | VORNADO RLTY TR | $3,695 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $3,784 | 0.00% | 1,638 | 561 | 52.1% | $1,296 | 加仓 |
| CCI | CROWN CASTLE INC | $3,787 | 0.00% | 50 | -85 | -63.0% | -$6,438 | 减仓 |
| CHWY | CHEWY INC | $3,930 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $3,977 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $4,109 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $4,388 | 0.00% | 39 | 39 | — | $4,388 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,530 | 0.00% | 31 | 31 | — | $4,530 | 新建仓 |
| PODD | INSULET CORP | $4,568 | 0.00% | 30 | -1 | -3.2% | -$152 | 减仓 |
| VTRS | VIATRIS INC | $4,653 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD | $4,980 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $4,999 | 0.00% | 1,256 | 1,256 | — | $4,999 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5,027 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $5,078 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $5,155 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $5,564 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $5,616 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $5,887 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $6,088 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $6,164 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,209 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $6,213 | 0.00% | 1,661 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $6,485 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $6,567 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $6,841 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,848 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $7,073 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $7,341 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH MANAGED DUR MUN I | $7,392 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | VOYA INFRASTRUCTURE INDLS & | $7,401 | 0.00% | 535 | 12 | 2.3% | $166 | 加仓 |
| BDX | BECTON DICKINSON & CO | $7,796 | 0.00% | 52 | 1 | 2.0% | $150 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $7,797 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $7,841 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $7,882 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $8,179 | 0.00% | 50 | -95 | -65.5% | -$1.55万 | 减仓 |
| IGE | ISHARES TR | $8,203 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $8,205 | 0.00% | 105 | 1 | 1.0% | $78 | 加仓 |
| IWM | ISHARES TR | $8,413 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $8,481 | 0.00% | 307 | 5 | 1.7% | $138 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $8,563 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $8,812 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| — | NUVEEN REAL ESTATE INCOME FD | $8,815 | 0.00% | 1,046 | 24 | 2.3% | $202 | 加仓 |
| CEVA | CEVA INC | $8,819 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $8,852 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $9,022 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9,272 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $9,474 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $9,522 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $9,708 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $9,831 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $9,899 | 0.00% | 208 | 1 | 0.5% | $48 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $1.01万 | 0.00% | 133 | 133 | — | $1.01万 | 新建仓 |
| GOVT | ISHARES TR | $1.02万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.03万 | 0.00% | 326 | 164 | 101.2% | $5,201 | 加仓 |
| SGDM | SPROTT ETF TRUST | $1.05万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $1.06万 | 0.00% | 212 | 4 | 1.9% | $200 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $1.10万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.11万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $1.18万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.18万 | 0.00% | 100 | 100 | — | $1.18万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.22万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $1.23万 | 0.00% | 688 | 9 | 1.3% | $161 | 加仓 |
| UL | UNILEVER PLC | $1.26万 | 0.00% | 209 | -22 | -9.5% | -$1,321 | 减仓 |
| FFIV | F5 INC | $1.33万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $1.36万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.37万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $1.38万 | 0.00% | 215 | 3 | 1.4% | $192 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.39万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1.40万 | 0.00% | 166 | 166 | — | $1.40万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $1.41万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $1.46万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.49万 | 0.00% | 156 | 66 | 73.3% | $6,317 | 加仓 |
| IYW | ISHARES TR | $1.51万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1.53万 | 0.00% | 133 | 133 | — | $1.53万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.54万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.55万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.56万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1.57万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.57万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.59万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $1.60万 | 0.00% | 1,714 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB STRATEGIC TR | $1.63万 | 0.00% | 161 | 3 | 1.9% | $303 | 加仓 |
| NDSN | NORDSON CORP | $1.66万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.71万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $1.77万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.78万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.78万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |