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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,843.77万 | 10.29% | 151,455 | 514 | 0.3% | $13.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,599.05万 | 9.64% | 206,367 | -6,989 | -3.3% | -$121.89万 | 减仓 |
| GOOGL | ALPHABET INC | $2,615.33万 | 7.00% | 90,949 | -860 | -0.9% | -$24.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,032.25万 | 5.44% | 54,901 | -1,104 | -2.0% | -$40.87万 | 减仓 |
| AMZN | AMAZON COM INC | $1,975.66万 | 5.29% | 94,860 | 1,926 | 2.1% | $40.11万 | 加仓 |
| 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 |
| — | MOOG INC | $1,772.79万 | 4.75% | 60,114 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $1,001.22万 | 2.68% | 34,037 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $993.56万 | 2.66% | 32,101 | 226 | 0.7% | $6.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $993.33万 | 2.66% | 68,771 | 4,019 | 6.2% | $58.05万 | 加仓 |
| WMT | WALMART INC | $948.84万 | 2.54% | 76,347 | 243 | 0.3% | $3.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $815.99万 | 2.18% | 33,382 | -99 | -0.3% | -$2.42万 | 减仓 |
| LLY | ELI LILLY & CO | $784.11万 | 2.10% | 8,525 | 33 | 0.4% | $3.04万 | 加仓 |
| — | EXXON MOBIL CORP | $720.99万 | 1.93% | 42,496 | 4,509 | 11.9% | $76.50万 | 加仓 |
| META | META PLATFORMS INC | $692.07万 | 1.85% | 12,096 | 372 | 3.2% | $21.28万 | 加仓 |
| V | VISA INC | $663.77万 | 1.78% | 21,962 | 83 | 0.4% | $2.51万 | 加仓 |
| ABBV | ABBVIE INC | $658.12万 | 1.76% | 30,260 | 167 | 0.6% | $3.63万 | 加仓 |
| ORCL | ORACLE CORP | $627.48万 | 1.68% | 42,653 | 740 | 1.8% | $10.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $599.23万 | 1.60% | 12,505 | 334 | 2.7% | $16.00万 | 加仓 |
| IVV | ISHARES TR | $595.70万 | 1.59% | 9,120 | -14 | -0.2% | -$9,144 | 减仓 |
| CVX | CHEVRON CORPORATION | $481.27万 | 1.29% | 23,261 | 7,083 | 43.8% | $146.55万 | 加仓 |
| HD | HOME DEPOT INC | $472.92万 | 1.27% | 14,379 | 97 | 0.7% | $3.19万 | 加仓 |
| TSLA | TESLA INC | $446.12万 | 1.19% | 12,001 | 525 | 4.6% | $19.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $423.73万 | 1.13% | 8,480 | 187 | 2.3% | $9.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $423.04万 | 1.13% | 4,246 | 320 | 8.2% | $31.88万 | 加仓 |
| CSCO | CISCO SYS INC | $419.63万 | 1.12% | 54,082 | 376 | 0.7% | $2.92万 | 加仓 |
| KO | COCA COLA CO | $367.84万 | 0.98% | 48,368 | 2,117 | 4.6% | $16.10万 | 加仓 |
| BAC | BANK AMERICA CORP | $331.43万 | 0.89% | 67,986 | 1,376 | 2.1% | $6.71万 | 加仓 |
| CAT | CATERPILLAR INC | $317.07万 | 0.85% | 4,476 | 2,691 | 150.8% | $190.63万 | 加仓 |
| NFLX | NETFLIX INC. | $311.33万 | 0.83% | 32,379 | 2,864 | 9.7% | $27.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $310.49万 | 0.83% | 11,475 | 229 | 2.0% | $6.20万 | 加仓 |
| GE | GE AEROSPACE | $305.52万 | 0.82% | 10,766 | 4,993 | 86.5% | $141.69万 | 加仓 |
| MCD | MCDONALDS CORP | $287.83万 | 0.77% | 9,261 | -976 | -9.5% | -$30.33万 | 减仓 |
| WFC | WELLS FARGO & CO | $234.09万 | 0.63% | 29,404 | 946 | 3.3% | $7.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $205.88万 | 0.55% | 6,094 | 3,438 | 129.4% | $116.15万 | 加仓 |
| MOG/A | MOOG INC | $201.89万 | 0.54% | 6,899 | -385 | -5.3% | -$11.27万 | 减仓 |
| GOOG | ALPHABET INC | $195.31万 | 0.52% | 6,808 | -176 | -2.5% | -$5.05万 | 减仓 |
| AMAT | APPLIED MATLS INC | $177.82万 | 0.48% | 5,203 | 5,197 | 86,616.7% | $177.61万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $170.43万 | 0.46% | 8,378 | 3,700 | 79.1% | $75.27万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $169.75万 | 0.45% | 7,003 | -50 | -0.7% | -$1.21万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $160.55万 | 0.43% | 15,637 | -3,366 | -17.7% | -$34.56万 | 减仓 |
| TMUS | T-MOBILE US INC | $152.23万 | 0.41% | 7,248 | -1,013 | -12.3% | -$21.28万 | 减仓 |
| RTX | RTX CORPORATION | $147.24万 | 0.39% | 7,633 | 4,701 | 160.3% | $90.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $146.10万 | 0.39% | 8,837 | 929 | 11.7% | $15.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $139.62万 | 0.37% | 9,545 | 2,168 | 29.4% | $31.71万 | 加仓 |
| MS | MORGAN STANLEY | $134.88万 | 0.36% | 8,196 | 1,914 | 30.5% | $31.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $132.04万 | 0.35% | 6,180 | 5,908 | 2,172.1% | $126.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.56万 | 0.29% | 1,295 | 479 | 58.7% | $40.52万 | 加仓 |
| MRK | MERCK & CO INC | $89.40万 | 0.24% | 7,432 | 2,209 | 42.3% | $26.57万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $78.64万 | 0.21% | 3,620 | -808 | -18.2% | -$17.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $75.57万 | 0.20% | 2,498 | -504 | -16.8% | -$15.25万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $64.85万 | 0.17% | 2,965 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $59.02万 | 0.16% | 614 | -113 | -15.5% | -$10.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $58.45万 | 0.16% | 6,630 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $58.32万 | 0.16% | 965 | 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 |
| SGOL | ETFS GOLD TR | $48.45万 | 0.13% | 10,859 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $46.66万 | 0.12% | 6,815 | 400 | 6.2% | $2.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $43.34万 | 0.12% | 14,878 | 12 | 0.1% | $350 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $41.63万 | 0.11% | 99 | -243 | -71.1% | -$102.18万 | 减仓 |
| ATRO | ASTRONICS CORP | $38.04万 | 0.10% | 5,700 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $37.93万 | 0.10% | 1,078 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.63万 | 0.10% | 2,359 | -442 | -15.8% | -$6.86万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.78万 | 0.10% | 1,664 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $34.45万 | 0.09% | 2,221 | -4 | -0.2% | -$620 | 减仓 |
| CSX | CSX CORP | $30.91万 | 0.08% | 7,531 | 26 | 0.3% | $1,067 | 加仓 |
| GILD | GILEAD SCIENCES INC | $30.42万 | 0.08% | 2,183 | 3 | 0.1% | $418 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.15万 | 0.08% | 654 | -74 | -10.2% | -$3.41万 | 减仓 |
| IVE | ISHARES TR | $28.61万 | 0.08% | 1,355 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $26.39万 | 0.07% | 1,782 | -91 | -4.9% | -$1.35万 | 减仓 |
| HYG | ISHARES TR | $25.66万 | 0.07% | 3,225 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $24.12万 | 0.06% | 2,430 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $23.60万 | 0.06% | 3,167 | 2 | 0.1% | $149 | 加仓 |
| GLD | SPDR GOLD TR | $23.11万 | 0.06% | 537 | -25 | -4.4% | -$1.08万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $22.12万 | 0.06% | 2,055 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $20.76万 | 0.06% | 141 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $20.25万 | 0.05% | 1,422 | -370 | -20.6% | -$5.27万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.05万 | 0.05% | 1,531 | -93 | -5.7% | -$1.22万 | 减仓 |
| UNM | UNUM GROUP | $19.78万 | 0.05% | 2,709 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $19.78万 | 0.05% | 553 | -33 | -5.6% | -$1.18万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $19.56万 | 0.05% | 398 | -1,699 | -81.0% | -$83.49万 | 减仓 |
| IWD | ISHARES TR | $19.23万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $18.03万 | 0.05% | 1,400 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $16.68万 | 0.04% | 2,750 | -98 | -3.4% | -$5,944 | 减仓 |
| QQQ | INVESCO QQQ TR | $15.87万 | 0.04% | 275 | 18 | 7.0% | $1.04万 | 加仓 |
| IWF | ISHARES TR | $14.92万 | 0.04% | 350 | -188 | -34.9% | -$8.02万 | 减仓 |
| LIN | LINDE PLC | $14.62万 | 0.04% | 295 | -34 | -10.3% | -$1.69万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $13.85万 | 0.04% | 432 | -67 | -13.4% | -$2.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $13.68万 | 0.04% | 229 | -299 | -56.6% | -$17.87万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $13.52万 | 0.04% | 2,092 | -39 | -1.8% | -$2,520 | 减仓 |
| SHEL | SHELL PLC | $13.38万 | 0.04% | 1,439 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $13.36万 | 0.04% | 153 | 5 | 3.4% | $4,365 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $13.29万 | 0.04% | 5,911 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $13.10万 | 0.04% | 991 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $12.30万 | 0.03% | 1,087 | 1 | 0.1% | $113 | 加仓 |
| T | AT&T INC | $12.27万 | 0.03% | 4,232 | -3 | -0.1% | -$87 | 减仓 |
| PFE | PFIZER INC | $12.24万 | 0.03% | 4,359 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $12.08万 | 0.03% | 352 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $11.90万 | 0.03% | 2,377 | 22 | 0.9% | $1,101 | 加仓 |
| VGT | VANGUARD WORLD FD | $11.72万 | 0.03% | 168 | 1 | 0.6% | $698 | 加仓 |