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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,296.93万 | 9.99% | 148,498 | -2,957 | -2.0% | -$85.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,103.87万 | 9.54% | 205,101 | -1,266 | -0.6% | -$25.33万 | 减仓 |
| GOOGL | ALPHABET INC | $3,193.30万 | 7.42% | 89,356 | -1,593 | -1.8% | -$56.93万 | 减仓 |
| — | MOOG INC | $2,567.83万 | 5.97% | 60,114 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2,269.38万 | 5.27% | 95,216 | 356 | 0.4% | $8.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,264.21万 | 5.26% | 30,320 | 151 | 0.5% | $11.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,052.71万 | 4.77% | 55,029 | 128 | 0.2% | $4.77万 | 加仓 |
| AVGO | BROADCOM INC | $1,205.95万 | 2.80% | 31,925 | -176 | -0.5% | -$6.65万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,111.25万 | 2.58% | 33,949 | -88 | -0.3% | -$2.88万 | 减仓 |
| LLY | ELI LILLY & CO | $1,043.86万 | 2.43% | 8,703 | 178 | 2.1% | $21.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,010.92万 | 2.35% | 68,939 | 168 | 0.2% | $2.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $992.37万 | 2.31% | 8,597 | 2,503 | 41.1% | $288.93万 | 加仓 |
| WMT | WALMART INC | $870.12万 | 2.02% | 76,825 | 478 | 0.6% | $5.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $848.66万 | 1.97% | 33,416 | 34 | 0.1% | $8,635 | 加仓 |
| ABBV | ABBVIE INC | $765.83万 | 1.78% | 30,433 | 173 | 0.6% | $4.35万 | 加仓 |
| V | VISA INC | $756.20万 | 1.76% | 22,041 | 79 | 0.4% | $2.71万 | 加仓 |
| META | META PLATFORMS INC | $712.34万 | 1.66% | 12,646 | 550 | 4.5% | $30.98万 | 加仓 |
| IVV | ISHARES TR | $687.41万 | 1.60% | 9,179 | 59 | 0.6% | $4.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $650.03万 | 1.51% | 12,991 | 486 | 3.9% | $24.32万 | 加仓 |
| CSCO | CISCO SYS INC | $637.52万 | 1.48% | 54,275 | 193 | 0.4% | $2.27万 | 加仓 |
| ORCL | ORACLE CORP | $630.36万 | 1.47% | 43,013 | 360 | 0.8% | $5.28万 | 加仓 |
| — | EXXON MOBIL CORP | $577.05万 | 1.34% | 42,207 | -289 | -0.7% | -$3.95万 | 减仓 |
| TSLA | TESLA INC | $517.28万 | 1.20% | 12,299 | 298 | 2.5% | $12.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $516.84万 | 1.20% | 8,897 | 519 | 6.2% | $30.15万 | 加仓 |
| HD | HOME DEPOT INC | $511.78万 | 1.19% | 14,511 | 132 | 0.9% | $4.66万 | 加仓 |
| CAT | CATERPILLAR INC | $490.44万 | 1.14% | 4,606 | 130 | 2.9% | $13.84万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $481.65万 | 1.12% | 11,589 | 114 | 1.0% | $4.74万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $442.68万 | 1.03% | 8,619 | 139 | 1.6% | $7.14万 | 加仓 |
| AMAT | APPLIED MATLS INC | $409.31万 | 0.95% | 5,661 | 458 | 8.8% | $33.12万 | 加仓 |
| GE | GE AEROSPACE | $409.14万 | 0.95% | 10,948 | 182 | 1.7% | $6.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $404.92万 | 0.94% | 4,329 | 83 | 2.0% | $7.76万 | 加仓 |
| KO | COCA COLA CO | $397.88万 | 0.92% | 48,958 | 590 | 1.2% | $4.79万 | 加仓 |
| BAC | BANK OF AMER CORP | $390.16万 | 0.91% | 68,473 | 487 | 0.7% | $2.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $388.28万 | 0.90% | 23,424 | 163 | 0.7% | $2.70万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $318.85万 | 0.74% | 7,358 | 1,178 | 19.1% | $51.05万 | 加仓 |
| MOG/A | MOOG INC | $290.29万 | 0.67% | 6,849 | -50 | -0.7% | -$2.12万 | 减仓 |
| GOOG | ALPHABET INC | $255.74万 | 0.59% | 7,238 | 430 | 6.3% | $15.19万 | 加仓 |
| NFLX | NETFLIX INC. | $238.63万 | 0.55% | 33,421 | 1,042 | 3.2% | $7.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $185.82万 | 0.43% | 22,485 | -6,919 | -23.5% | -$57.18万 | 减仓 |
| MS | MORGAN STANLEY | $184.70万 | 0.43% | 8,836 | 640 | 7.8% | $13.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $153.24万 | 0.36% | 8,471 | -366 | -4.1% | -$6.62万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $143.89万 | 0.33% | 1,423 | 128 | 9.9% | $12.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $111.08万 | 0.26% | 9,521 | -24 | -0.3% | -$2,800 | 减仓 |
| MRK | MERCK & CO INC | $106.67万 | 0.25% | 8,301 | 869 | 11.7% | $11.17万 | 加仓 |
| MCD | MCDONALDS CORP | $106.14万 | 0.25% | 3,927 | -5,334 | -57.6% | -$144.17万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $102.49万 | 0.24% | 30,287 | 15,409 | 103.6% | $52.14万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $70.64万 | 0.16% | 2,907 | -713 | -19.7% | -$17.33万 | 减仓 |
| KLAC | KLA CORP | $59.98万 | 0.14% | 1,988 | 578 | 41.0% | $17.44万 | 加仓 |
| INTC | INTEL CORP | $55.15万 | 0.13% | 3,950 | 3,766 | 2,046.7% | $52.58万 | 加仓 |
| MTB | M & T BK CORP | $53.86万 | 0.13% | 2,263 | -98 | -4.2% | -$2.33万 | 减仓 |
| RTX | RTX CORPORATION | $53.20万 | 0.12% | 2,804 | -4,829 | -63.3% | -$91.61万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.61万 | 0.12% | 1,871 | -5,132 | -73.3% | -$144.30万 | 减仓 |
| ACWX | ISHARES TR | $51.87万 | 0.12% | 6,815 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $50.14万 | 0.12% | 2,768 | -197 | -6.6% | -$3.57万 | 减仓 |
| IAU | ISHARES GOLD TR | $50.06万 | 0.12% | 6,630 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $46.32万 | 0.11% | 5,700 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $44.12万 | 0.10% | 2,475 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $43.51万 | 0.10% | 452 | -162 | -26.4% | -$15.59万 | 减仓 |
| AMGN | AMGEN INC | $42.26万 | 0.10% | 1,167 | 89 | 8.3% | $3.22万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $39.87万 | 0.09% | 1,177 | 998 | 557.5% | $33.80万 | 加仓 |
| SGOL | ETFS GOLD TR | $38.91万 | 0.09% | 10,178 | -681 | -6.3% | -$2.60万 | 减仓 |
| IUSG | ISHARES TR | $38.50万 | 0.09% | 2,047 | -174 | -7.8% | -$3.27万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $37.90万 | 0.09% | 744 | -221 | -22.9% | -$11.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.86万 | 0.08% | 1,516 | -148 | -8.9% | -$3.50万 | 减仓 |
| CSX | CSX CORP | $34.47万 | 0.08% | 7,252 | -279 | -3.7% | -$1.33万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.55万 | 0.08% | 488 | 259 | 113.1% | $17.81万 | 加仓 |
| GEV | GE VERNOVA INC | $31.37万 | 0.07% | 267 | 114 | 74.5% | $13.39万 | 加仓 |
| PEP | PEPSICO INC | $31.16万 | 0.07% | 2,301 | -58 | -2.5% | -$7,853 | 减仓 |
| IVE | ISHARES TR | $30.77万 | 0.07% | 1,355 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.62万 | 0.06% | 2,186 | 3 | 0.1% | $379 | 加仓 |
| QCOM | QUALCOMM INC | $26.79万 | 0.06% | 1,450 | 50 | 3.6% | $9,240 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.51万 | 0.06% | 1,677 | -105 | -5.9% | -$1.66万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $25.13万 | 0.06% | 2,055 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $24.43万 | 0.06% | 3,170 | 3 | 0.1% | $231 | 加仓 |
| UNM | UNUM GROUP | $24.22万 | 0.06% | 2,709 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $24.19万 | 0.06% | 3,025 | -200 | -6.2% | -$1.60万 | 减仓 |
| AGG | ISHARES TR | $24.05万 | 0.06% | 2,430 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $23.56万 | 0.05% | 553 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $23.38万 | 0.05% | 2,576 | -13,061 | -83.5% | -$118.52万 | 减仓 |
| ITOT | ISHARES TR | $23.36万 | 0.05% | 1,422 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.77万 | 0.05% | 236 | -21 | -8.2% | -$2.03万 | 减仓 |
| GLW | CORNING INC | $22.40万 | 0.05% | 877 | 205 | 30.5% | $5.24万 | 加仓 |
| IWD | ISHARES TR | $21.82万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.51万 | 0.05% | 541 | -113 | -17.3% | -$4.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $20.30万 | 0.05% | 600 | -1,898 | -76.0% | -$64.20万 | 减仓 |
| QQQ | INVESCO QQQ TR | $20.25万 | 0.05% | 275 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $19.78万 | 0.05% | 537 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $18.17万 | 0.04% | 1,993 | -99 | -4.7% | -$9,027 | 减仓 |
| IWF | ISHARES TR | $17.38万 | 0.04% | 1,400 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $16.85万 | 0.04% | 1,331 | -200 | -13.1% | -$2.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $16.61万 | 0.04% | 449 | 17 | 3.9% | $6,290 | 加仓 |
| WM | WASTE MGMT INC DEL | $15.62万 | 0.04% | 701 | 630 | 887.3% | $14.04万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $15.53万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $14.96万 | 0.03% | 1,088 | 1 | 0.1% | $138 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $14.38万 | 0.03% | 287 | -111 | -27.9% | -$5.56万 | 减仓 |
| VGT | VANGUARD WORLD FD | $14.29万 | 0.03% | 1,196 | -148 | -11.0% | -$1.77万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $13.54万 | 0.03% | 2,350 | -400 | -14.5% | -$2.30万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $12.91万 | 0.03% | 5,911 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $12.57万 | 0.03% | 591 | 591 | — | $12.57万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $12.34万 | 0.03% | 414 | 190 | 84.8% | $5.66万 | 加仓 |