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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $4.66万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4.67万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $4.99万 | 0.01% | 700 | -43 | -5.8% | -$3,067 | 减仓 |
| CI | THE CIGNA GROUP | $5.04万 | 0.01% | 189 | -150 | -44.2% | -$4.00万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $5.09万 | 0.01% | 450 | -300 | -40.0% | -$3.40万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $5.28万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $5.31万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.53万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5.59万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.78万 | 0.02% | 310 | -6,580 | -95.5% | -$122.73万 | 减仓 |
| EIS | ISHARES INC | $5.80万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $5.98万 | 0.02% | 906 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $6.23万 | 0.02% | 1,081 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $6.35万 | 0.02% | 583 | -165 | -22.1% | -$1.80万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $6.39万 | 0.02% | 229 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $6.46万 | 0.02% | 486 | -306 | -38.6% | -$4.07万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $6.57万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $6.70万 | 0.02% | 2,706 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $7.17万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $7.52万 | 0.02% | 1,601 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.54万 | 0.02% | 1,176 | -341 | -22.5% | -$2.19万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7.89万 | 0.02% | 850 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.92万 | 0.02% | 60 | -14 | -18.9% | -$1.85万 | 减仓 |
| ADBE | ADOBE INC | $8.19万 | 0.02% | 337 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $8.26万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $8.84万 | 0.02% | 425 | -85 | -16.7% | -$1.77万 | 减仓 |
| GLW | CORNING INC | $9.14万 | 0.02% | 672 | -398 | -37.2% | -$5.42万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9.29万 | 0.02% | 429 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $9.76万 | 0.03% | 950 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $10.00万 | 0.03% | 1,425 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $10.05万 | 0.03% | 346 | -36 | -9.4% | -$1.05万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.07万 | 0.03% | 257 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $11.08万 | 0.03% | 3,000 | 3,000 | — | $11.08万 | 新建仓 |
| OEF | ISHARES TR | $11.25万 | 0.03% | 354 | 7 | 2.0% | $2,225 | 加仓 |
| EMR | EMERSON ELEC CO | $11.53万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $11.54万 | 0.03% | 2,299 | 113 | 5.2% | $5,673 | 加仓 |
| DGRO | ISHARES TR | $11.66万 | 0.03% | 1,661 | 292 | 21.3% | $2.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $11.72万 | 0.03% | 168 | 1 | 0.6% | $698 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $11.90万 | 0.03% | 2,377 | 22 | 0.9% | $1,101 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $12.08万 | 0.03% | 352 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $12.24万 | 0.03% | 4,359 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $12.27万 | 0.03% | 4,232 | -3 | -0.1% | -$87 | 减仓 |
| IVW | ISHARES TR | $12.30万 | 0.03% | 1,087 | 1 | 0.1% | $113 | 加仓 |
| PLD | PROLOGIS INC. | $13.10万 | 0.04% | 991 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $13.29万 | 0.04% | 5,911 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $13.36万 | 0.04% | 153 | 5 | 3.4% | $4,365 | 加仓 |
| SHEL | SHELL PLC | $13.38万 | 0.04% | 1,439 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $13.52万 | 0.04% | 2,092 | -39 | -1.8% | -$2,520 | 减仓 |
| VOO | VANGUARD INDEX FDS | $13.68万 | 0.04% | 229 | -299 | -56.6% | -$17.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $13.85万 | 0.04% | 432 | -67 | -13.4% | -$2.15万 | 减仓 |
| LIN | LINDE PLC | $14.62万 | 0.04% | 295 | -34 | -10.3% | -$1.69万 | 减仓 |
| IWF | ISHARES TR | $14.92万 | 0.04% | 350 | -188 | -34.9% | -$8.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $15.87万 | 0.04% | 275 | 18 | 7.0% | $1.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $16.68万 | 0.04% | 2,750 | -98 | -3.4% | -$5,944 | 减仓 |
| QCOM | QUALCOMM INC | $18.03万 | 0.05% | 1,400 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $19.23万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $19.56万 | 0.05% | 398 | -1,699 | -81.0% | -$83.49万 | 减仓 |
| ETN | EATON CORP PLC | $19.78万 | 0.05% | 553 | -33 | -5.6% | -$1.18万 | 减仓 |
| UNM | UNUM GROUP | $19.78万 | 0.05% | 2,709 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $20.05万 | 0.05% | 1,531 | -93 | -5.7% | -$1.22万 | 减仓 |
| ITOT | ISHARES TR | $20.25万 | 0.05% | 1,422 | -370 | -20.6% | -$5.27万 | 减仓 |
| KLAC | KLA CORP | $20.76万 | 0.06% | 141 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $22.12万 | 0.06% | 2,055 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $23.11万 | 0.06% | 537 | -25 | -4.4% | -$1.08万 | 减仓 |
| GM | GENERAL MTRS CO | $23.60万 | 0.06% | 3,167 | 2 | 0.1% | $149 | 加仓 |
| AGG | ISHARES TR | $24.12万 | 0.06% | 2,430 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $25.66万 | 0.07% | 3,225 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $26.39万 | 0.07% | 1,782 | -91 | -4.9% | -$1.35万 | 减仓 |
| IVE | ISHARES TR | $28.61万 | 0.08% | 1,355 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $30.15万 | 0.08% | 654 | -74 | -10.2% | -$3.41万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $30.42万 | 0.08% | 2,183 | 3 | 0.1% | $418 | 加仓 |
| CSX | CSX CORP | $30.91万 | 0.08% | 7,531 | 26 | 0.3% | $1,067 | 加仓 |
| IUSG | ISHARES TR | $34.45万 | 0.09% | 2,221 | -4 | -0.2% | -$620 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.78万 | 0.10% | 1,664 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.63万 | 0.10% | 2,359 | -442 | -15.8% | -$6.86万 | 减仓 |
| AMGN | AMGEN INC | $37.93万 | 0.10% | 1,078 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $38.04万 | 0.10% | 5,700 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $41.63万 | 0.11% | 99 | -243 | -71.1% | -$102.18万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.34万 | 0.12% | 14,878 | 12 | 0.1% | $350 | 加仓 |
| ACWX | ISHARES TR | $46.66万 | 0.12% | 6,815 | 400 | 6.2% | $2.74万 | 加仓 |
| SGOL | ETFS GOLD TR | $48.45万 | 0.13% | 10,859 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $48.81万 | 0.13% | 2,361 | -385 | -14.0% | -$7.96万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $58.32万 | 0.16% | 965 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $58.45万 | 0.16% | 6,630 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $59.02万 | 0.16% | 614 | -113 | -15.5% | -$10.86万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $64.85万 | 0.17% | 2,965 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $75.57万 | 0.20% | 2,498 | -504 | -16.8% | -$15.25万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $78.64万 | 0.21% | 3,620 | -808 | -18.2% | -$17.55万 | 减仓 |
| MRK | MERCK & CO INC | $89.40万 | 0.24% | 7,432 | 2,209 | 42.3% | $26.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.56万 | 0.29% | 1,295 | 479 | 58.7% | $40.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $132.04万 | 0.35% | 6,180 | 5,908 | 2,172.1% | $126.23万 | 加仓 |
| MS | MORGAN STANLEY | $134.88万 | 0.36% | 8,196 | 1,914 | 30.5% | $31.50万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $139.62万 | 0.37% | 9,545 | 2,168 | 29.4% | $31.71万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $146.10万 | 0.39% | 8,837 | 929 | 11.7% | $15.36万 | 加仓 |
| RTX | RTX CORPORATION | $147.24万 | 0.39% | 7,633 | 4,701 | 160.3% | $90.68万 | 加仓 |
| TMUS | T-MOBILE US INC | $152.23万 | 0.41% | 7,248 | -1,013 | -12.3% | -$21.28万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $160.55万 | 0.43% | 15,637 | -3,366 | -17.7% | -$34.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $169.75万 | 0.45% | 7,003 | -50 | -0.7% | -$1.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $170.43万 | 0.46% | 8,378 | 3,700 | 79.1% | $75.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $177.82万 | 0.48% | 5,203 | 5,197 | 86,616.7% | $177.61万 | 加仓 |