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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $195.31万 | 0.52% | 6,808 | -176 | -2.5% | -$5.05万 | 减仓 |
| MOG/A | MOOG INC | $201.89万 | 0.54% | 6,899 | -385 | -5.3% | -$11.27万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $205.88万 | 0.55% | 6,094 | 3,438 | 129.4% | $116.15万 | 加仓 |
| WFC | WELLS FARGO & CO | $234.09万 | 0.63% | 29,404 | 946 | 3.3% | $7.53万 | 加仓 |
| MCD | MCDONALDS CORP | $287.83万 | 0.77% | 9,261 | -976 | -9.5% | -$30.33万 | 减仓 |
| GE | GE AEROSPACE | $305.52万 | 0.82% | 10,766 | 4,993 | 86.5% | $141.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $310.49万 | 0.83% | 11,475 | 229 | 2.0% | $6.20万 | 加仓 |
| NFLX | NETFLIX INC. | $311.33万 | 0.83% | 32,379 | 2,864 | 9.7% | $27.54万 | 加仓 |
| CAT | CATERPILLAR INC | $317.07万 | 0.85% | 4,476 | 2,691 | 150.8% | $190.63万 | 加仓 |
| BAC | BANK AMERICA CORP | $331.43万 | 0.89% | 67,986 | 1,376 | 2.1% | $6.71万 | 加仓 |
| KO | COCA COLA CO | $367.84万 | 0.98% | 48,368 | 2,117 | 4.6% | $16.10万 | 加仓 |
| CSCO | CISCO SYS INC | $419.63万 | 1.12% | 54,082 | 376 | 0.7% | $2.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $423.04万 | 1.13% | 4,246 | 320 | 8.2% | $31.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $423.73万 | 1.13% | 8,480 | 187 | 2.3% | $9.34万 | 加仓 |
| TSLA | TESLA INC | $446.12万 | 1.19% | 12,001 | 525 | 4.6% | $19.52万 | 加仓 |
| HD | HOME DEPOT INC | $472.92万 | 1.27% | 14,379 | 97 | 0.7% | $3.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $481.27万 | 1.29% | 23,261 | 7,083 | 43.8% | $146.55万 | 加仓 |
| IVV | ISHARES TR | $595.70万 | 1.59% | 9,120 | -14 | -0.2% | -$9,144 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $599.23万 | 1.60% | 12,505 | 334 | 2.7% | $16.00万 | 加仓 |
| ORCL | ORACLE CORP | $627.48万 | 1.68% | 42,653 | 740 | 1.8% | $10.89万 | 加仓 |
| ABBV | ABBVIE INC | $658.12万 | 1.76% | 30,260 | 167 | 0.6% | $3.63万 | 加仓 |
| V | VISA INC | $663.77万 | 1.78% | 21,962 | 83 | 0.4% | $2.51万 | 加仓 |
| META | META PLATFORMS INC | $692.07万 | 1.85% | 12,096 | 372 | 3.2% | $21.28万 | 加仓 |
| — | EXXON MOBIL CORP | $720.99万 | 1.93% | 42,496 | 4,509 | 11.9% | $76.50万 | 加仓 |
| LLY | ELI LILLY & CO | $784.11万 | 2.10% | 8,525 | 33 | 0.4% | $3.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $815.99万 | 2.18% | 33,382 | -99 | -0.3% | -$2.42万 | 减仓 |
| WMT | WALMART INC | $948.84万 | 2.54% | 76,347 | 243 | 0.3% | $3.02万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $993.33万 | 2.66% | 68,771 | 4,019 | 6.2% | $58.05万 | 加仓 |
| AVGO | BROADCOM INC | $993.56万 | 2.66% | 32,101 | 226 | 0.7% | $6.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,001.22万 | 2.68% | 34,037 | 0 | 0.0% | — | 不变 |
| — | MOOG INC | $1,772.79万 | 4.75% | 60,114 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,962.01万 | 5.25% | 30,169 | 91 | 0.3% | $5.92万 | 加仓 |
| AMZN | AMAZON COM INC | $1,975.66万 | 5.29% | 94,860 | 1,926 | 2.1% | $40.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,032.25万 | 5.44% | 54,901 | -1,104 | -2.0% | -$40.87万 | 减仓 |
| GOOGL | ALPHABET INC | $2,615.33万 | 7.00% | 90,949 | -860 | -0.9% | -$24.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,599.05万 | 9.64% | 206,367 | -6,989 | -3.3% | -$121.89万 | 减仓 |
| AAPL | APPLE INC | $3,843.77万 | 10.29% | 151,455 | 514 | 0.3% | $13.04万 | 加仓 |