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 |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | $1.53万 | 0.00% | 287 | 287 | — | $1.53万 | 新建仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $1.53万 | 0.00% | 306 | 9 | 3.0% | $449 | 加仓 |
| WSO | WATSCO INC | $1.49万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.48万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $1.46万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $1.39万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $1.36万 | 0.00% | 212 | 3 | 1.4% | $192 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.36万 | 0.00% | 902 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1.33万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $1.33万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.32万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.32万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.29万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT ETF TRUST | $1.27万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $1.19万 | 0.00% | 679 | 5 | 0.7% | $88 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1.18万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $1.18万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.17万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $1.16万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $1.15万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.12万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1.10万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $1.10万 | 0.00% | 208 | 5 | 2.5% | $264 | 加仓 |
| IYW | ISHARES TR | $1.09万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $1.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.04万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $1.02万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $9,799 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $9,652 | 0.00% | 207 | -399 | -65.8% | -$1.86万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $9,650 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $9,595 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES TR | $9,566 | 0.00% | 201 | 201 | — | $9,566 | 新建仓 |
| FFIV | F5 INC | $9,259 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $9,207 | 0.00% | 48 | 48 | — | $9,207 | 新建仓 |
| IGE | ISHARES TR | $9,190 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $9,018 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $9,014 | 0.00% | 104 | 1 | 1.0% | $87 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $8,940 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $8,687 | 0.00% | 90 | -115 | -56.1% | -$1.11万 | 减仓 |
| HPQ | HP INC | $8,338 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8,124 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $8,120 | 0.00% | 184 | -163 | -47.0% | -$7,193 | 减仓 |
| BDX | BECTON DICKINSON & CO | $8,045 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $8,032 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $7,845 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $7,811 | 0.00% | 302 | 302 | — | $7,811 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $7,644 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | NUVEEN REAL ESTATE INCOME FD | $7,626 | 0.00% | 1,022 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $7,525 | 0.00% | 78 | -106 | -57.6% | -$1.02万 | 减仓 |
| BTG | B2GOLD CORP | $7,525 | 0.00% | 1,661 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $7,429 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $7,079 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $6,944 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,905 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $6,900 | 0.00% | 141 | 141 | — | $6,900 | 新建仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $6,815 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $6,810 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $6,620 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $6,554 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | VOYA INFRASTRUCTURE INDLS & | $6,529 | 0.00% | 523 | 12 | 2.3% | $150 | 加仓 |
| PODD | INSULET CORP | $6,506 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $6,286 | 0.00% | 204 | 204 | — | $6,286 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $6,054 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $5,838 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $5,753 | 0.00% | 750 | 750 | — | $5,753 | 新建仓 |
| VFC | V F CORP | $5,403 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $5,400 | 0.00% | 200 | 200 | — | $5,400 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $5,354 | 0.00% | 27 | -26 | -49.1% | -$5,156 | 减仓 |
| NOBL | PROSHARES TR | $5,301 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $5,158 | 0.00% | 38 | 38 | — | $5,158 | 新建仓 |
| DLTR | DOLLAR TREE INC | $5,038 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $4,971 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $4,953 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $4,939 | 0.00% | 2,457 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $4,938 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $4,886 | 0.00% | 97 | 97 | — | $4,886 | 新建仓 |
| EIM | EATON VANCE MUN BD FD | $4,885 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $4,830 | 0.00% | 93 | 93 | — | $4,830 | 新建仓 |
| MHK | MOHAWK INDS INC | $4,825 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,762 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $4,671 | 0.00% | 186 | 186 | — | $4,671 | 新建仓 |
| — | KRANESHARES TRUST | $4,304 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $4,233 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $3,981 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3,959 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $3,764 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $3,707 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $3,601 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $3,582 | 0.00% | 722 | 722 | — | $3,582 | 新建仓 |
| CEVA | CEVA INC | $3,494 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $3,326 | 0.00% | 21 | -64 | -75.3% | -$1.01万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $3,280 | 0.00% | 742 | 742 | — | $3,280 | 新建仓 |
| TOST | TOAST INC | $3,076 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $3,046 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $2,943 | 0.00% | 858 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2,867 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,818 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $2,812 | 0.00% | 1,077 | 519 | 93.0% | $1,355 | 加仓 |
| Z | ZILLOW GROUP INC | $2,732 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $2,690 | 0.00% | 9 | 0 | 0.0% | — | 不变 |