Wedmont Private Capital
WEST CHESTER PA · SEC CIK 0001904274
$31.54亿2026Q1 申报市值
838持仓数
42.4%前十大占比 · 第一大 10.2%
84 / 45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
BKNG 加仓+$5,368.58万
VEA 加仓+$2,931.26万
GOOG 加仓+$1,674.17万
VTI 加仓+$1,648.14万
VTC 加仓+$1,583.52万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$276.39万
LRCX 减仓-$210.05万
MSFT 减仓-$153.32万
IAUM 减仓-$124.93万
WFC 减仓-$120.95万
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 |
|---|---|---|---|---|---|---|---|---|
| STLD | STEEL DYNAMICS INC | $37.16万 | 0.01% | 1,981 | -9 | -0.5% | -$1,688 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $37.46万 | 0.01% | 8,136 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $37.64万 | 0.01% | 1,311 | 322 | 32.6% | $9.25万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $37.66万 | 0.01% | 3,247 | 3,247 | — | $37.66万 | 新建仓 |
| APA | APA CORPORATION | $37.79万 | 0.01% | 9,751 | 272 | 2.9% | $1.05万 | 加仓 |
| PNR | PENTAIR PLC | $37.82万 | 0.01% | 4,178 | 279 | 7.2% | $2.53万 | 加仓 |
| HUBB | HUBBELL INC | $38.07万 | 0.01% | 722 | 119 | 19.7% | $6.27万 | 加仓 |
| CNC | CENTENE CORP DEL | $38.21万 | 0.01% | 10,250 | 2 | 0.0% | $75 | 加仓 |
| CINF | CINCINNATI FINL CORP | $38.22万 | 0.01% | 2,341 | 161 | 7.4% | $2.63万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $38.44万 | 0.01% | 3,653 | 9 | 0.2% | $947 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $38.61万 | 0.01% | 1,992 | -1,375 | -40.8% | -$26.65万 | 减仓 |
| PSK | SPDR SERIES TRUST | $38.67万 | 0.01% | 12,386 | 208 | 1.7% | $6,494 | 加仓 |
| IRM | IRON MTN INC DEL | $38.87万 | 0.01% | 3,634 | 286 | 8.5% | $3.06万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $38.93万 | 0.01% | 3,320 | -140 | -4.0% | -$1.64万 | 减仓 |
| UBS | UBS GROUP AG | $39.00万 | 0.01% | 9,433 | -487 | -4.9% | -$2.01万 | 减仓 |
| SONY | SONY GROUP CORP | $39.60万 | 0.01% | 18,521 | -2,203 | -10.6% | -$4.71万 | 减仓 |
| PHM | PULTE GROUP INC | $39.62万 | 0.01% | 3,289 | -6 | -0.2% | -$723 | 减仓 |
| BP | BP PLC | $39.76万 | 0.01% | 8,665 | -146 | -1.7% | -$6,700 | 减仓 |
| VHT | VANGUARD WORLD FD | $39.80万 | 0.01% | 1,430 | 26 | 1.9% | $7,236 | 加仓 |
| NVO | NOVO-NORDISK A S | $39.81万 | 0.01% | 10,586 | -722 | -6.4% | -$2.72万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $39.81万 | 0.01% | 11,075 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $39.91万 | 0.01% | 2,606 | -549 | -17.4% | -$8.41万 | 减仓 |
| TGT | TARGET CORP | $39.92万 | 0.01% | 3,242 | 736 | 29.4% | $9.06万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $39.99万 | 0.01% | 1,222 | 109 | 9.8% | $3.57万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $40.09万 | 0.01% | 550 | 76 | 16.0% | $5.54万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $40.30万 | 0.01% | 11,300 | -185 | -1.6% | -$6,597 | 减仓 |
| EEM | ISHARES TR | $40.34万 | 0.01% | 6,674 | 6,674 | — | $40.34万 | 新建仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $40.56万 | 0.01% | 18,885 | 3,582 | 23.4% | $7.69万 | 加仓 |
| VIRT | VIRTU FINL INC | $40.63万 | 0.01% | 8,301 | 8,301 | — | $40.63万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $40.71万 | 0.01% | 5,519 | -1,536 | -21.8% | -$11.33万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $40.75万 | 0.01% | 16,354 | 16,354 | — | $40.75万 | 新建仓 |
| PCG | PG&E CORP | $40.84万 | 0.01% | 22,209 | 6,669 | 42.9% | $12.26万 | 加仓 |
| — | COTERRA ENERGY INC | $41.52万 | 0.01% | 12,409 | -506 | -3.9% | -$1.69万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $41.58万 | 0.01% | 1,755 | 244 | 16.1% | $5.78万 | 加仓 |
| EVRG | EVERGY INC | $41.61万 | 0.01% | 4,987 | 655 | 15.1% | $5.47万 | 加仓 |
| SRE | SEMPRA | $41.64万 | 0.01% | 4,211 | 520 | 14.1% | $5.14万 | 加仓 |
| CLOI | VANECK ETF TRUST | $41.67万 | 0.01% | 7,927 | 7,927 | — | $41.67万 | 新建仓 |
| IHI | ISHARES TR | $41.75万 | 0.01% | 7,681 | -60 | -0.8% | -$3,261 | 减仓 |
| VFH | VANGUARD WORLD FD | $41.75万 | 0.01% | 3,326 | 215 | 6.9% | $2.70万 | 加仓 |
| KHC | KRAFT HEINZ CO | $41.80万 | 0.01% | 18,213 | -6,960 | -27.6% | -$15.97万 | 减仓 |
| DDOG | DATADOG INC | $41.85万 | 0.01% | 3,592 | 1,217 | 51.2% | $14.18万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $42.20万 | 0.01% | 15,094 | 2,209 | 17.1% | $6.18万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $42.26万 | 0.01% | 640 | 35 | 5.8% | $2.31万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $42.45万 | 0.01% | 947 | 675 | 248.2% | $30.26万 | 重新持有 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $42.78万 | 0.01% | 18,289 | -79 | -0.4% | -$1,848 | 减仓 |
| NRG | NRG ENERGY INC | $42.81万 | 0.01% | 2,670 | 115 | 4.5% | $1.84万 | 加仓 |
| TXT | TEXTRON INC | $43.03万 | 0.01% | 4,709 | 253 | 5.7% | $2.31万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $43.12万 | 0.01% | 5,603 | -2,056 | -26.8% | -$15.82万 | 减仓 |
| VALE | VALE S A | $43.29万 | 0.01% | 25,859 | 399 | 1.6% | $6,679 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $43.55万 | 0.01% | 9,591 | 1,719 | 21.8% | $7.81万 | 加仓 |
| KKR | KKR & CO INC | $43.60万 | 0.01% | 4,640 | -2,455 | -34.6% | -$23.07万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $43.71万 | 0.01% | 2,981 | -1,063 | -26.3% | -$15.59万 | 减仓 |
| FE | FIRSTENERGY CORP | $43.76万 | 0.01% | 8,513 | 642 | 8.2% | $3.30万 | 加仓 |
| CTVA | CORTEVA INC | $43.93万 | 0.01% | 5,233 | 232 | 4.6% | $1.95万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $44.08万 | 0.01% | 706 | -8 | -1.1% | -$4,995 | 减仓 |
| THC | TENET HEALTHCARE CORP | $44.19万 | 0.01% | 2,217 | 129 | 6.2% | $2.57万 | 加仓 |
| CRH | CRH PLC | $44.26万 | 0.01% | 3,889 | 937 | 31.7% | $10.66万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $44.39万 | 0.01% | 5,580 | 146 | 2.7% | $1.16万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $44.45万 | 0.01% | 5,926 | -325 | -5.2% | -$2.44万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $44.47万 | 0.01% | 6,223 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $44.56万 | 0.01% | 15,817 | 355 | 2.3% | $1.00万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $44.61万 | 0.01% | 2,000 | -20 | -1.0% | -$4,461 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $44.61万 | 0.01% | 5,889 | 1,895 | 47.4% | $14.35万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $45.03万 | 0.01% | 9,626 | 11 | 0.1% | $515 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $45.12万 | 0.01% | 2,303 | 18 | 0.8% | $3,527 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $45.19万 | 0.01% | 3,019 | -905 | -23.1% | -$13.55万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $45.28万 | 0.01% | 4,592 | -180 | -3.8% | -$1.77万 | 减仓 |
| DGS | WISDOMTREE TR | $45.33万 | 0.01% | 7,239 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $45.42万 | 0.01% | 2,685 | 319 | 13.5% | $5.40万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $45.45万 | 0.01% | 15,739 | 5,071 | 47.5% | $14.65万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $45.59万 | 0.01% | 19,610 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $45.63万 | 0.01% | 1,716 | 444 | 34.9% | $11.81万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $45.74万 | 0.01% | 1,437 | -476 | -24.9% | -$15.15万 | 减仓 |
| XPO | XPO INC | $46.09万 | 0.01% | 2,177 | 359 | 19.7% | $7.60万 | 加仓 |
| DTM | DT MIDSTREAM INC | $46.17万 | 0.01% | 3,435 | 75 | 2.2% | $1.01万 | 加仓 |
| IVLU | ISHARES TR | $46.39万 | 0.01% | 11,121 | 85 | 0.8% | $3,545 | 加仓 |
| ET | ENERGY TRANSFER L P | $46.39万 | 0.01% | 24,312 | 246 | 1.0% | $4,694 | 加仓 |
| F | FORD MTR CO | $46.41万 | 0.01% | 38,100 | 1,527 | 4.2% | $1.86万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $46.64万 | 0.01% | 4,209 | -540 | -11.4% | -$5.98万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $46.69万 | 0.01% | 2,348 | -120 | -4.9% | -$2.39万 | 减仓 |
| NDAQ | NASDAQ INC | $46.74万 | 0.01% | 5,305 | 69 | 1.3% | $6,079 | 加仓 |
| XYZ | BLOCK INC | $46.80万 | 0.01% | 7,448 | 2,856 | 62.2% | $17.94万 | 加仓 |
| TWLO | TWILIO INC | $46.87万 | 0.01% | 3,616 | 788 | 27.9% | $10.21万 | 加仓 |
| EFX | EQUIFAX INC | $47.00万 | 0.01% | 2,549 | 125 | 5.2% | $2.30万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $47.00万 | 0.01% | 6,400 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $47.03万 | 0.01% | 8,633 | 236 | 2.8% | $1.29万 | 加仓 |
| CPRT | COPART INC | $47.18万 | 0.01% | 14,224 | 210 | 1.5% | $6,966 | 加仓 |
| SPYG | SPDR SERIES TRUST | $47.49万 | 0.02% | 4,602 | 1 | 0.0% | $103 | 加仓 |
| DLTR | DOLLAR TREE INC | $47.62万 | 0.02% | 4,509 | 1,393 | 44.7% | $14.71万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $47.89万 | 0.02% | 965 | 22 | 2.3% | $1.09万 | 加仓 |
| KEY | KEYCORP | $47.96万 | 0.02% | 22,529 | 4,602 | 25.7% | $9.80万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $48.11万 | 0.02% | 1,548 | -77 | -4.7% | -$2.39万 | 减仓 |
| QUAL | ISHARES TR | $48.62万 | 0.02% | 2,443 | -304 | -11.1% | -$6.05万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $48.76万 | 0.02% | 2,268 | -104 | -4.4% | -$2.24万 | 减仓 |
| IJT | ISHARES TR | $48.77万 | 0.02% | 3,190 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $48.83万 | 0.02% | 4,261 | 95 | 2.3% | $1.09万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $49.12万 | 0.02% | 1,194 | 39 | 3.4% | $1.60万 | 加仓 |
| BAX | BAXTER INTL INC | $49.19万 | 0.02% | 28,535 | 28,535 | — | $49.19万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $49.22万 | 0.02% | 6,564 | 1,028 | 18.6% | $7.71万 | 加仓 |
| SN | SHARKNINJA INC | $49.23万 | 0.02% | 4,399 | 596 | 15.7% | $6.67万 | 加仓 |