Wedmont Private Capital
WEST CHESTER PA · SEC CIK 0001904274
$36.46亿2026Q2 申报市值
952持仓数
43.6%前十大占比 · 第一大 10.3%
135 / 33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
VTI 加仓+$3,970.04万
VEA 加仓+$3,774.87万
VTEB 加仓+$2,920.58万
VWO 加仓+$1,741.64万
VXUS 加仓+$1,333.75万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$5,723.46万
HNGE 减仓-$908.65万
GOOG 减仓-$791.68万
BOXX 减仓-$174.50万
MSFT 减仓-$164.09万
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 |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $26.86万 | 0.01% | 1,179 | 264 | 28.9% | $6.01万 | 重新持有 |
| RBA | RB GLOBAL INC | $26.91万 | 0.01% | 2,489 | 373 | 17.6% | $4.03万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $27.10万 | 0.01% | 4,188 | -1,331 | -24.1% | -$8.61万 | 减仓 |
| ALB | ALBEMARLE CORP | $27.15万 | 0.01% | 2,154 | 314 | 17.1% | $3.96万 | 加仓 |
| HEI/A | HEICO CORP NEW | $27.26万 | 0.01% | 1,073 | 1,073 | — | $27.26万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $27.29万 | 0.01% | 2,026 | 2,026 | — | $27.29万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $27.35万 | 0.01% | 24,310 | 24,310 | — | $27.35万 | 新建仓 |
| FLEX | FLEX LTD | $27.35万 | 0.01% | 2,014 | 2,014 | — | $27.35万 | 新建仓 |
| R | RYDER SYS INC | $27.38万 | 0.01% | 1,018 | 97 | 10.5% | $2.61万 | 加仓 |
| MOG/A | MOOG INC | $27.40万 | 0.01% | 673 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $27.41万 | 0.01% | 5,610 | -976 | -14.8% | -$4.77万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $27.42万 | 0.01% | 2,299 | 2,299 | — | $27.42万 | 新建仓 |
| — | RBB FD INC | $27.43万 | 0.01% | 12,570 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $27.51万 | 0.01% | 5,644 | 1,585 | 39.0% | $7.73万 | 加仓 |
| SONY | SONY GROUP CORP | $27.53万 | 0.01% | 13,203 | -5,318 | -28.7% | -$11.09万 | 减仓 |
| ADBE | ADOBE INC | $27.53万 | 0.01% | 1,231 | -981 | -44.3% | -$21.94万 | 减仓 |
| ET | ENERGY TRANSFER L P | $27.80万 | 0.01% | 14,142 | -10,170 | -41.8% | -$19.99万 | 减仓 |
| AUR | AURORA INNOVATION INC | $27.86万 | 0.01% | 43,673 | 2,108 | 5.1% | $1.34万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $27.87万 | 0.01% | 1,864 | 1,864 | — | $27.87万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $27.88万 | 0.01% | 30,373 | 817 | 2.8% | $7,500 | 加仓 |
| FVR | FRONTVIEW REIT INC | $27.94万 | 0.01% | 13,414 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $28.02万 | 0.01% | 9,585 | -1,174 | -10.9% | -$3.43万 | 减仓 |
| BP | BP PLC | $28.06万 | 0.01% | 7,158 | -1,507 | -17.4% | -$5.91万 | 减仓 |
| EFAV | ISHARES TR | $28.25万 | 0.01% | 3,152 | 1 | 0.0% | $90 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $28.25万 | 0.01% | 771 | 39 | 5.3% | $1.43万 | 加仓 |
| CLH | CLEAN HARBORS INC | $28.28万 | 0.01% | 930 | 146 | 18.6% | $4.44万 | 加仓 |
| NVT | NVENT ELEC PLC | $28.32万 | 0.01% | 1,762 | 1,762 | — | $28.32万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $28.38万 | 0.01% | 2,845 | 154 | 5.7% | $1.54万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $28.55万 | 0.01% | 1,618 | -650 | -28.7% | -$11.47万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $28.67万 | 0.01% | 1,913 | -16 | -0.8% | -$2,398 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $28.67万 | 0.01% | 12,232 | 12,232 | — | $28.67万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $28.67万 | 0.01% | 1,918 | 418 | 27.9% | $6.25万 | 重新持有 |
| NZF | NUVEEN MUN CR INCOME FD | $28.70万 | 0.01% | 22,779 | 22,779 | — | $28.70万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $28.74万 | 0.01% | 979 | 979 | — | $28.74万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $28.84万 | 0.01% | 3,139 | 3,139 | — | $28.84万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $28.98万 | 0.01% | 9,344 | 418 | 4.7% | $1.30万 | 加仓 |
| LMUB | ISHARES TR | $29.12万 | 0.01% | 5,725 | 5,725 | — | $29.12万 | 新建仓 |
| LEN | LENNAR CORP | $29.16万 | 0.01% | 3,460 | 157 | 4.8% | $1.32万 | 加仓 |
| BCS | BARCLAYS PLC | $29.44万 | 0.01% | 10,713 | -835 | -7.2% | -$2.29万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $29.59万 | 0.01% | 3,084 | 3,084 | — | $29.59万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.68万 | 0.01% | 513 | 513 | — | $29.68万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $29.68万 | 0.01% | 1,676 | 35 | 2.1% | $6,199 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $29.78万 | 0.01% | 6,250 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $29.81万 | 0.01% | 3,153 | 2 | 0.1% | $189 | 加仓 |
| DVYE | ISHARES INC | $29.89万 | 0.01% | 8,990 | 579 | 6.9% | $1.93万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $29.94万 | 0.01% | 7,680 | 2,115 | 38.0% | $8.24万 | 加仓 |
| PPL | PPL CORP | $29.95万 | 0.01% | 8,372 | 522 | 6.6% | $1.87万 | 加仓 |
| WAT | WATERS CORP | $29.96万 | 0.01% | 796 | 796 | — | $29.96万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $30.07万 | 0.01% | 7,927 | 7,927 | — | $30.07万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $30.14万 | 0.01% | 2,474 | 961 | 63.5% | $11.71万 | 重新持有 |
| SSB | SOUTHSTATE BK CORP | $30.31万 | 0.01% | 3,040 | 185 | 6.5% | $1.84万 | 加仓 |
| SNA | SNAP ON INC | $30.35万 | 0.01% | 755 | 48 | 6.8% | $1.93万 | 加仓 |
| MHK | MOHAWK INDS INC | $30.38万 | 0.01% | 2,763 | 470 | 20.5% | $5.17万 | 加仓 |
| SHYD | VANECK ETF TRUST | $30.40万 | 0.01% | 13,315 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $30.54万 | 0.01% | 1,045 | 8 | 0.8% | $2,338 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $30.56万 | 0.01% | 3,471 | 72 | 2.1% | $6,340 | 加仓 |
| AEE | AMEREN CORP | $30.82万 | 0.01% | 2,729 | 150 | 5.8% | $1.69万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $30.86万 | 0.01% | 1,115 | 78 | 7.5% | $2.16万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $31.10万 | 0.01% | 2,771 | 279 | 11.2% | $3.13万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $31.17万 | 0.01% | 12,111 | -2,111 | -14.8% | -$5.43万 | 减仓 |
| PAYX | PAYCHEX INC | $31.41万 | 0.01% | 2,921 | 140 | 5.0% | $1.51万 | 加仓 |
| VPU | VANGUARD WORLD FD | $31.46万 | 0.01% | 1,604 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $31.47万 | 0.01% | 7,298 | -962 | -11.6% | -$4.15万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.50万 | 0.01% | 3,918 | 656 | 20.1% | $5.27万 | 加仓 |
| ERIE | ERIE INDTY CO | $31.53万 | 0.01% | 1,252 | 1,252 | — | $31.53万 | 新建仓 |
| EFV | ISHARES TR | $31.64万 | 0.01% | 4,036 | -374 | -8.5% | -$2.93万 | 减仓 |
| ES | EVERSOURCE ENERGY | $31.66万 | 0.01% | 4,231 | 653 | 18.3% | $4.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.71万 | 0.01% | 7,573 | 7,573 | — | $31.71万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $31.74万 | 0.01% | 4,418 | 382 | 9.5% | $2.74万 | 加仓 |
| CR | CRANE COMPANY | $31.76万 | 0.01% | 1,450 | 112 | 8.4% | $2.45万 | 加仓 |
| IJJ | ISHARES TR | $31.87万 | 0.01% | 2,176 | 2,176 | — | $31.87万 | 新建仓 |
| PTC | PTC INC | $31.92万 | 0.01% | 2,559 | -1,870 | -42.2% | -$23.33万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $31.98万 | 0.01% | 4,186 | 1,140 | 37.4% | $8.71万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $31.98万 | 0.01% | 2,844 | 402 | 16.5% | $4.52万 | 加仓 |
| SON | SONOCO PRODS CO | $32.08万 | 0.01% | 5,740 | -69 | -1.2% | -$3,857 | 减仓 |
| CGNX | COGNEX CORP | $32.21万 | 0.01% | 4,822 | 4,822 | — | $32.21万 | 新建仓 |
| EPR | EPR PPTYS | $32.51万 | 0.01% | 5,453 | 1,594 | 41.3% | $9.50万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $32.59万 | 0.01% | 6,565 | 47 | 0.7% | $2,333 | 加仓 |
| CART | MAPLEBEAR INC | $32.60万 | 0.01% | 6,736 | 6,736 | — | $32.60万 | 新建仓 |
| MXL | MAXLINEAR INC | $32.69万 | 0.01% | 3,581 | 3,581 | — | $32.69万 | 新建仓 |
| AMSF | AMERISAFE INC | $32.81万 | 0.01% | 9,520 | 9,520 | — | $32.81万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $32.85万 | 0.01% | 2,117 | 550 | 35.1% | $8.54万 | 加仓 |
| NKE | NIKE INC | $33.07万 | 0.01% | 7,454 | 1,710 | 29.8% | $7.59万 | 加仓 |
| ACWI | ISHARES TR | $33.12万 | 0.01% | 2,101 | 14 | 0.7% | $2,207 | 加仓 |
| W | WAYFAIR INC | $33.21万 | 0.01% | 3,722 | -262 | -6.6% | -$2.34万 | 减仓 |
| CG | CARLYLE GROUP INC | $33.23万 | 0.01% | 7,433 | 295 | 4.1% | $1.32万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $33.42万 | 0.01% | 3,145 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $33.70万 | 0.01% | 1,178 | -16 | -1.3% | -$4,578 | 减仓 |
| MELI | MERCADOLIBRE INC | $33.91万 | 0.01% | 183 | 24 | 15.1% | $4.45万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $33.97万 | 0.01% | 4,647 | -933 | -16.7% | -$6.82万 | 减仓 |
| EFG | ISHARES TR | $34.12万 | 0.01% | 2,782 | -87 | -3.0% | -$1.07万 | 减仓 |
| CPRT | COPART INC | $34.19万 | 0.01% | 12,427 | -1,797 | -12.6% | -$4.94万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $34.24万 | 0.01% | 2,505 | 452 | 22.0% | $6.18万 | 加仓 |
| ENTG | ENTEGRIS INC | $34.32万 | 0.01% | 2,361 | 34 | 1.5% | $4,942 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $34.35万 | 0.01% | 14,488 | -4,397 | -23.3% | -$10.42万 | 减仓 |
| PNR | PENTAIR PLC | $34.41万 | 0.01% | 4,516 | 338 | 8.1% | $2.58万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $34.50万 | 0.01% | 8,881 | 2,030 | 29.6% | $7.89万 | 加仓 |
| ESGU | ISHARES TR | $34.56万 | 0.01% | 2,086 | 2,086 | — | $34.56万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $34.57万 | 0.01% | 1,015 | 1,015 | — | $34.57万 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $34.60万 | 0.01% | 2,215 | -221 | -9.1% | -$3.45万 | 减仓 |