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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $11.66万 | 0.03% | 1,661 | 292 | 21.3% | $2.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $11.54万 | 0.03% | 2,299 | 113 | 5.2% | $5,673 | 加仓 |
| EMR | EMERSON ELEC CO | $11.53万 | 0.03% | 880 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $11.25万 | 0.03% | 354 | 7 | 2.0% | $2,225 | 加仓 |
| SLG | SL GREEN RLTY CORP | $11.08万 | 0.03% | 3,000 | 3,000 | — | $11.08万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.07万 | 0.03% | 257 | 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 |
| FNCL | FIDELITY COVINGTON TRUST | $10.00万 | 0.03% | 1,425 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $9.76万 | 0.03% | 950 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $9.29万 | 0.02% | 429 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $9.14万 | 0.02% | 672 | -398 | -37.2% | -$5.42万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $8.84万 | 0.02% | 425 | -85 | -16.7% | -$1.77万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $8.26万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $8.19万 | 0.02% | 337 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $7.92万 | 0.02% | 60 | -14 | -18.9% | -$1.85万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7.89万 | 0.02% | 850 | 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 |
| BP | BP PLC | $7.52万 | 0.02% | 1,601 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $7.17万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $6.70万 | 0.02% | 2,706 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $6.57万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $6.46万 | 0.02% | 486 | -306 | -38.6% | -$4.07万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $6.39万 | 0.02% | 229 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $6.35万 | 0.02% | 583 | -165 | -22.1% | -$1.80万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $6.23万 | 0.02% | 1,081 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $5.98万 | 0.02% | 906 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $5.80万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.78万 | 0.02% | 310 | -6,580 | -95.5% | -$122.73万 | 减仓 |
| NOW | SERVICENOW INC | $5.59万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.53万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $5.31万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $5.28万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.09万 | 0.01% | 450 | -300 | -40.0% | -$3.40万 | 减仓 |
| CI | THE CIGNA GROUP | $5.04万 | 0.01% | 189 | -150 | -44.2% | -$4.00万 | 减仓 |
| SYY | SYSCO CORP | $4.99万 | 0.01% | 700 | -43 | -5.8% | -$3,067 | 减仓 |
| AMP | AMERIPRISE FINL INC | $4.67万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $4.66万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $4.66万 | 0.01% | 296 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $4.54万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.45万 | 0.01% | 392 | -1,100 | -73.7% | -$12.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $4.35万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4.24万 | 0.01% | 590 | 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 |
| VXF | VANGUARD INDEX FDS | $3.97万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $3.58万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $3.58万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.56万 | 0.01% | 147 | -470 | -76.2% | -$11.39万 | 减仓 |
| MKC | MCCORMICK & CO INC | $3.53万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $3.53万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $3.45万 | 0.01% | 495 | 47 | 10.5% | $3,278 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $3.37万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $3.35万 | 0.01% | 853 | 10 | 1.2% | $393 | 加仓 |
| ES | EVERSOURCE ENERGY | $3.31万 | 0.01% | 478 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.28万 | 0.01% | 299 | -54 | -15.3% | -$5,924 | 减仓 |
| RBC | RBC BEARINGS INC | $3.26万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $3.15万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $3.15万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3.01万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $2.93万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $2.87万 | 0.01% | 510 | -80 | -13.6% | -$4,505 | 减仓 |
| IRM | IRON MTN INC DEL | $2.81万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $2.78万 | 0.01% | 337 | 2 | 0.6% | $165 | 加仓 |
| UTWO | RBB FD INC | $2.75万 | 0.01% | 569 | 6 | 1.1% | $290 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2.69万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2.67万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $2.60万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.58万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $2.50万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $2.31万 | 0.01% | 242 | 10 | 4.3% | $956 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $2.31万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.31万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $2.25万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $2.19万 | 0.01% | 1,073 | 12 | 1.1% | $245 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $2.14万 | 0.01% | 2,368 | 33 | 1.4% | $298 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2.07万 | 0.01% | 51 | 1 | 2.0% | $406 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $2.07万 | 0.01% | 2,261 | 545 | 31.8% | $4,993 | 加仓 |
| VLO | VALERO ENERGY CORP | $2.05万 | 0.01% | 83 | -99 | -54.4% | -$2.45万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $2.05万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $2.03万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $2.01万 | 0.01% | 2,128 | 31 | 1.5% | $293 | 加仓 |
| CNC | CENTENE CORP DEL | $1.98万 | 0.01% | 604 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1.92万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.89万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.88万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.88万 | 0.01% | 888 | 17 | 2.0% | $359 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.84万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $1.82万 | 0.00% | 210 | 1 | 0.5% | $87 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1.80万 | 0.00% | 1,076 | 12 | 1.1% | $201 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.77万 | 0.00% | 180 | -40 | -18.2% | -$3,935 | 减仓 |
| IXUS | ISHARES TR | $1.73万 | 0.00% | 200 | 200 | — | $1.73万 | 新建仓 |
| HLN | HALEON PLC | $1.72万 | 0.00% | 1,714 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $1.68万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.67万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $1.63万 | 0.00% | 71 | -49 | -40.8% | -$1.13万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $1.59万 | 0.00% | 158 | 7 | 4.6% | $704 | 加仓 |
| CAH | CARDINAL HEALTH INC | $1.58万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1.58万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $1.55万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1.54万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.53万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |