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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $9,014 | 0.00% | 104 | 1 | 1.0% | $87 | 加仓 |
| YUM | YUM BRANDS INC | $9,018 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $9,190 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $9,207 | 0.00% | 48 | 48 | — | $9,207 | 新建仓 |
| FFIV | F5 INC | $9,259 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES TR | $9,566 | 0.00% | 201 | 201 | — | $9,566 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $9,595 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9,650 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $9,652 | 0.00% | 207 | -399 | -65.8% | -$1.86万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $9,799 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $1.02万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.04万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $1.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $1.09万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $1.10万 | 0.00% | 208 | 5 | 2.5% | $264 | 加仓 |
| CCI | CROWN CASTLE INC | $1.10万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.12万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $1.15万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1.16万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.17万 | 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 |
| VMRK | EQUITY RESIDENTIAL | $1.18万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $1.19万 | 0.00% | 679 | 5 | 0.7% | $88 | 加仓 |
| SGDM | SPROTT ETF TRUST | $1.27万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.29万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.32万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.32万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $1.33万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1.33万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.36万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $1.36万 | 0.00% | 212 | 3 | 1.4% | $192 | 加仓 |
| IVLU | ISHARES TR | $1.39万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.46万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.48万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.49万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $1.53万 | 0.00% | 306 | 9 | 3.0% | $449 | 加仓 |
| NVS | NOVARTIS AG | $1.53万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.53万 | 0.00% | 287 | 287 | — | $1.53万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1.54万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $1.55万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.58万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.58万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB STRATEGIC TR | $1.59万 | 0.00% | 158 | 7 | 4.6% | $704 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.63万 | 0.00% | 71 | -49 | -40.8% | -$1.13万 | 减仓 |
| PSX | PHILLIPS 66 | $1.67万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $1.68万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $1.72万 | 0.00% | 1,714 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $1.73万 | 0.00% | 200 | 200 | — | $1.73万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $1.77万 | 0.00% | 180 | -40 | -18.2% | -$3,935 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1.80万 | 0.00% | 1,076 | 12 | 1.1% | $201 | 加仓 |
| TLT | ISHARES TR | $1.82万 | 0.00% | 210 | 1 | 0.5% | $87 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.84万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.88万 | 0.01% | 888 | 17 | 2.0% | $359 | 加仓 |
| IWO | ISHARES TR | $1.88万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.89万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1.92万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1.98万 | 0.01% | 604 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $2.01万 | 0.01% | 2,128 | 31 | 1.5% | $293 | 加仓 |
| IJH | ISHARES TR | $2.03万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $2.05万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $2.05万 | 0.01% | 83 | -99 | -54.4% | -$2.45万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $2.07万 | 0.01% | 2,261 | 545 | 31.8% | $4,993 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.07万 | 0.01% | 51 | 1 | 2.0% | $406 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $2.14万 | 0.01% | 2,368 | 33 | 1.4% | $298 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $2.19万 | 0.01% | 1,073 | 12 | 1.1% | $245 | 加仓 |
| HSY | HERSHEY CO | $2.25万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.31万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET INCOME TR | $2.31万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $2.31万 | 0.01% | 242 | 10 | 4.3% | $956 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2.50万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.58万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2.60万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2.67万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2.69万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| UTWO | RBB FD INC | $2.75万 | 0.01% | 569 | 6 | 1.1% | $290 | 加仓 |
| SHY | ISHARES TR | $2.78万 | 0.01% | 337 | 2 | 0.6% | $165 | 加仓 |
| IRM | IRON MTN INC DEL | $2.81万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $2.87万 | 0.01% | 510 | -80 | -13.6% | -$4,505 | 减仓 |
| LOW | LOWES COS INC | $2.93万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3.01万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $3.15万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3.15万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $3.26万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.28万 | 0.01% | 299 | -54 | -15.3% | -$5,924 | 减仓 |
| ES | EVERSOURCE ENERGY | $3.31万 | 0.01% | 478 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $3.35万 | 0.01% | 853 | 10 | 1.2% | $393 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $3.37万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $3.45万 | 0.01% | 495 | 47 | 10.5% | $3,278 | 加仓 |
| IXN | ISHARES TR | $3.53万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $3.53万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.56万 | 0.01% | 147 | -470 | -76.2% | -$11.39万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3.58万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $3.58万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $3.97万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $3.98万 | 0.01% | 2,030 | 21 | 1.0% | $412 | 加仓 |
| CVS | CVS HEALTH CORP | $4.24万 | 0.01% | 590 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $4.35万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.45万 | 0.01% | 392 | -1,100 | -73.7% | -$12.48万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $4.54万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $4.66万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |