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 |
|---|---|---|---|---|---|---|---|---|
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1.81万 | 0.00% | 1,088 | 12 | 1.1% | $200 | 加仓 |
| TLT | ISHARES TR | $1.84万 | 0.00% | 213 | 3 | 1.4% | $259 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.85万 | 0.00% | 108 | 108 | — | $1.85万 | 新建仓 |
| HSY | HERSHEY CO | $1.89万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $1.93万 | 0.00% | 203 | 3 | 1.5% | $286 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.94万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $1.96万 | 0.00% | 79 | -150 | -65.5% | -$3.73万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1.97万 | 0.00% | 411 | 333 | 426.9% | $1.60万 | 加仓 |
| CB | CHUBB LIMITED | $1.98万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $1.99万 | 0.00% | 210 | -32 | -13.2% | -$3,033 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $1.99万 | 0.00% | 2,128 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $2.03万 | 0.00% | 906 | 18 | 2.0% | $402 | 加仓 |
| RBA | RB GLOBAL INC | $2.04万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $2.13万 | 0.00% | 2,318 | 57 | 2.5% | $523 | 加仓 |
| VLO | VALERO ENERGY CORP | $2.16万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $2.17万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2.18万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $2.20万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $2.21万 | 0.01% | 1,084 | 11 | 1.0% | $224 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $2.22万 | 0.01% | 2,402 | 34 | 1.4% | $314 | 加仓 |
| WELL | WELLTOWER INC | $2.27万 | 0.01% | 100 | 100 | — | $2.27万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.30万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $2.31万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.54万 | 0.01% | 307 | 1 | 0.3% | $83 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $2.59万 | 0.01% | 117 | 117 | — | $2.59万 | 新建仓 |
| SLV | ISHARES SILVER TR | $2.68万 | 0.01% | 502 | 502 | — | $2.68万 | 新建仓 |
| LOW | LOWES COS INC | $2.73万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| PLOW | DOUGLAS DYNAMICS INC | $2.74万 | 0.01% | 507 | -293 | -36.6% | -$1.58万 | 减仓 |
| UTWO | RBB FD INC | $2.75万 | 0.01% | 573 | 4 | 0.7% | $192 | 加仓 |
| PAYX | PAYCHEX INC | $2.75万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $2.79万 | 0.01% | 340 | 3 | 0.9% | $246 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $2.80万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $2.82万 | 0.01% | 385 | -125 | -24.5% | -$9,169 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $2.89万 | 0.01% | 500 | -581 | -53.7% | -$3.36万 | 减仓 |
| BX | BLACKSTONE INC | $3.14万 | 0.01% | 267 | 266 | 26,600.0% | $3.13万 | 加仓 |
| VST | VISTRA CORP | $3.17万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $3.23万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $3.45万 | 0.01% | 478 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $3.47万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $3.50万 | 0.01% | 543 | 543 | — | $3.50万 | 新建仓 |
| AFL | AFLAC INC | $3.51万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $3.51万 | 0.01% | 862 | 9 | 1.1% | $367 | 加仓 |
| MKC | MCCORMICK & CO INC | $3.53万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $3.64万 | 0.01% | 506 | -400 | -44.2% | -$2.88万 | 减仓 |
| UNP | UNION PAC CORP | $3.66万 | 0.01% | 134 | -13 | -8.8% | -$3,549 | 减仓 |
| CNC | CENTENE CORP DEL | $3.67万 | 0.01% | 572 | -32 | -5.3% | -$2,054 | 减仓 |
| IEMG | ISHARES INC | $3.71万 | 0.01% | 448 | -47 | -9.5% | -$3,894 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3.83万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $3.86万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $3.91万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $3.93万 | 0.01% | 272 | -81 | -22.9% | -$1.17万 | 减仓 |
| ADI | ANALOG DEVICES INC | $3.93万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $4.02万 | 0.01% | 2,051 | 21 | 1.0% | $412 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $4.51万 | 0.01% | 91 | 16 | 21.3% | $7,921 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4.75万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4.82万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $4.86万 | 0.01% | 414 | -169 | -29.0% | -$1.98万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $4.98万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.14万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $5.21万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $5.22万 | 0.01% | 274 | -212 | -43.6% | -$4.04万 | 减仓 |
| NOW | SERVICENOW INC | $5.31万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5.46万 | 0.01% | 390 | -2 | -0.5% | -$280 | 减仓 |
| CINF | CINCINNATI FINL CORP | $5.48万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $5.56万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $5.58万 | 0.01% | 272 | -65 | -19.3% | -$1.33万 | 减仓 |
| SYY | SYSCO CORP | $5.85万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $5.92万 | 0.01% | 1,601 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $6.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $6.39万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $6.66万 | 0.02% | 774 | 774 | — | $6.66万 | 新建仓 |
| CRM | SALESFORCE INC | $6.67万 | 0.02% | 426 | 116 | 37.4% | $1.82万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7.19万 | 0.02% | 1,699 | -600 | -26.1% | -$2.54万 | 减仓 |
| T | AT&T INC | $7.20万 | 0.02% | 3,477 | -755 | -17.8% | -$1.56万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7.46万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $7.50万 | 0.02% | 2,706 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $7.76万 | 0.02% | 315 | -110 | -25.9% | -$2.71万 | 减仓 |
| CVS | CVS HEALTH CORP | $7.82万 | 0.02% | 756 | 166 | 28.1% | $1.72万 | 加仓 |
| ALL | ALLSTATE CORP | $8.23万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $8.38万 | 0.02% | 1,176 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $8.41万 | 0.02% | 501 | -6,747 | -93.1% | -$113.26万 | 减仓 |
| SHEL | SHELL PLC | $8.83万 | 0.02% | 1,139 | -300 | -20.8% | -$2.33万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $8.93万 | 0.02% | 252 | -100 | -28.4% | -$3.54万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $9.38万 | 0.02% | 1,225 | -200 | -14.0% | -$1.53万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $9.53万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $9.78万 | 0.02% | 426 | -3 | -0.7% | -$689 | 减仓 |
| ASML | ASML HLDG NV | $9.95万 | 0.02% | 50 | -10 | -16.7% | -$1.99万 | 减仓 |
| EMR | EMERSON ELEC CO | $9.96万 | 0.02% | 696 | -184 | -20.9% | -$2.63万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.14万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $10.28万 | 0.02% | 2,484 | 2,484 | — | $10.28万 | 新建仓 |
| DGRO | ISHARES TR | $10.47万 | 0.02% | 1,382 | -279 | -16.8% | -$2.11万 | 减仓 |
| PFE | PFIZER INC | $10.50万 | 0.02% | 4,359 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $11.11万 | 0.03% | 214 | -81 | -27.5% | -$4.20万 | 减仓 |
| PLD | PROLOGIS INC. | $11.11万 | 0.03% | 820 | -171 | -17.3% | -$2.32万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $11.33万 | 0.03% | 950 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $11.79万 | 0.03% | 322 | -32 | -9.0% | -$1.17万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $12.02万 | 0.03% | 2,398 | 21 | 0.9% | $1,052 | 加仓 |
| TXN | TEXAS INSTRS INC | $12.34万 | 0.03% | 414 | 190 | 84.8% | $5.66万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.57万 | 0.03% | 591 | 591 | — | $12.57万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $12.91万 | 0.03% | 5,911 | 0 | 0.0% | — | 不变 |