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 |
|---|---|---|---|---|---|---|---|---|
| NUE | NUCOR CORP | $50.22万 | 0.02% | 2,757 | 47 | 1.7% | $8,562 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $50.24万 | 0.02% | 9,052 | 1,107 | 13.9% | $6.14万 | 加仓 |
| WWD | WOODWARD INC | $50.36万 | 0.02% | 1,275 | 62 | 5.1% | $2.45万 | 加仓 |
| RL | RALPH LAUREN CORP | $50.53万 | 0.02% | 1,346 | 39 | 3.0% | $1.46万 | 加仓 |
| VRSN | VERISIGN INC | $50.66万 | 0.02% | 1,870 | -360 | -16.1% | -$9.75万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $50.73万 | 0.02% | 11,013 | 11,013 | — | $50.73万 | 新建仓 |
| RMD | RESMED INC | $50.96万 | 0.02% | 2,209 | 26 | 1.2% | $5,998 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $51.03万 | 0.02% | 14,225 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $51.29万 | 0.02% | 9,377 | -523 | -5.3% | -$2.86万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $51.38万 | 0.02% | 2,929 | 1,031 | 54.3% | $18.08万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $51.45万 | 0.02% | 2,435 | 108 | 4.6% | $2.28万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $51.50万 | 0.02% | 10,340 | 247 | 2.4% | $1.23万 | 加仓 |
| O | REALTY INCOME CORP | $52.03万 | 0.02% | 8,287 | 446 | 5.7% | $2.80万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $52.07万 | 0.02% | 6,296 | -19 | -0.3% | -$1,571 | 减仓 |
| SAN | BANCO SANTANDER SA | $52.10万 | 0.02% | 42,702 | 1,600 | 3.9% | $1.95万 | 加仓 |
| BIIB | BIOGEN INC | $52.31万 | 0.02% | 2,908 | 115 | 4.1% | $2.07万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $52.54万 | 0.02% | 986 | 72 | 7.9% | $3.84万 | 加仓 |
| ADBE | ADOBE INC | $52.94万 | 0.02% | 2,212 | -1,753 | -44.2% | -$41.95万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $52.96万 | 0.02% | 3,006 | 516 | 20.7% | $9.09万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $53.28万 | 0.02% | 2,841 | 166 | 6.2% | $3.11万 | 加仓 |
| SYY | SYSCO CORP | $53.43万 | 0.02% | 7,110 | 877 | 14.1% | $6.59万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $53.44万 | 0.02% | 7,390 | 291 | 4.1% | $2.10万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $53.44万 | 0.02% | 28,995 | -1,344 | -4.4% | -$2.48万 | 减仓 |
| VMC | VULCAN MATLS CO | $53.55万 | 0.02% | 1,830 | 108 | 6.3% | $3.16万 | 加仓 |
| — | WEBSTER FINL CORP | $53.66万 | 0.02% | 7,490 | 165 | 2.3% | $1.18万 | 加仓 |
| — | GLOBAL X FDS | $54.06万 | 0.02% | 13,653 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $54.19万 | 0.02% | 10,054 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $54.31万 | 0.02% | 10,495 | 880 | 9.2% | $4.55万 | 加仓 |
| EXC | EXELON CORP | $54.37万 | 0.02% | 11,058 | 2,176 | 24.5% | $10.70万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $54.37万 | 0.02% | 35,914 | 3,287 | 10.1% | $4.98万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $54.38万 | 0.02% | 9,641 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $54.55万 | 0.02% | 19,460 | -1,623 | -7.7% | -$4.55万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $54.60万 | 0.02% | 20,449 | 12,089 | 144.6% | $32.28万 | 加仓 |
| IVZ | INVESCO LTD | $54.74万 | 0.02% | 22,610 | 1,374 | 6.5% | $3.33万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $54.90万 | 0.02% | 33,580 | 3,964 | 13.4% | $6.48万 | 加仓 |
| IR | INGERSOLL RAND INC | $55.07万 | 0.02% | 6,505 | 80 | 1.2% | $6,773 | 加仓 |
| TTE | TOTALENERGIES SE | $55.32万 | 0.02% | 6,184 | -24 | -0.4% | -$2,147 | 减仓 |
| SPTI | SPDR SERIES TRUST | $55.54万 | 0.02% | 19,392 | 1,347 | 7.5% | $3.86万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $55.72万 | 0.02% | 12,646 | 86 | 0.7% | $3,789 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $56.05万 | 0.02% | 2,773 | 219 | 8.6% | $4.43万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $56.07万 | 0.02% | 16,520 | 1 | 0.0% | $34 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $56.64万 | 0.02% | 25,984 | 4,220 | 19.4% | $9.20万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $56.79万 | 0.02% | 5,668 | -238 | -4.0% | -$2.38万 | 减仓 |
| WRB | BERKLEY W R CORP | $56.98万 | 0.02% | 8,477 | -210 | -2.4% | -$1.41万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $57.10万 | 0.02% | 3,051 | 170 | 5.9% | $3.18万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $57.53万 | 0.02% | 5,374 | -394 | -6.8% | -$4.22万 | 减仓 |
| AON | AON PLC | $57.74万 | 0.02% | 1,751 | -125 | -6.7% | -$4.12万 | 减仓 |
| CMS | CMS ENERGY CORP | $58.32万 | 0.02% | 7,399 | -607 | -7.6% | -$4.78万 | 减仓 |
| ABNB | AIRBNB INC | $58.37万 | 0.02% | 4,442 | 476 | 12.0% | $6.25万 | 加仓 |
| DOV | DOVER CORP | $58.51万 | 0.02% | 2,700 | 141 | 5.5% | $3.06万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $58.52万 | 0.02% | 23,674 | 269 | 1.1% | $6,650 | 加仓 |
| SHOP | SHOPIFY INC | $58.84万 | 0.02% | 4,899 | 1,845 | 60.4% | $22.16万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $58.88万 | 0.02% | 2,384 | 155 | 7.0% | $3.83万 | 加仓 |
| MPLX | MPLX LP | $58.93万 | 0.02% | 10,544 | -536 | -4.8% | -$3.00万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $58.96万 | 0.02% | 14,971 | 363 | 2.5% | $1.43万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $59.05万 | 0.02% | 2,845 | 81 | 2.9% | $1.68万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $59.07万 | 0.02% | 5,052 | 1,445 | 40.1% | $16.89万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $59.17万 | 0.02% | 12,632 | 6,272 | 98.6% | $29.38万 | 加仓 |
| SNOW | SNOWFLAKE INC | $59.56万 | 0.02% | 3,971 | -16 | -0.4% | -$2,400 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $59.78万 | 0.02% | 11,956 | 11,956 | — | $59.78万 | 新建仓 |
| BPOP | POPULAR INC | $60.30万 | 0.02% | 4,148 | 717 | 20.9% | $10.42万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $60.32万 | 0.02% | 3,034 | 319 | 11.7% | $6.34万 | 加仓 |
| — | ELECTRONIC ARTS INC | $60.38万 | 0.02% | 2,960 | 193 | 7.0% | $3.94万 | 加仓 |
| WAB | WABTEC | $60.52万 | 0.02% | 2,244 | -80 | -3.4% | -$2.16万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $60.79万 | 0.02% | 26,158 | 26,158 | — | $60.79万 | 新建仓 |
| MSTR | STRATEGY INC | $60.96万 | 0.02% | 4,751 | 1,650 | 53.2% | $21.17万 | 加仓 |
| AA | ALCOA CORP | $61.12万 | 0.02% | 8,517 | 753 | 9.7% | $5.40万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $61.18万 | 0.02% | 6,353 | 288 | 4.7% | $2.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $61.32万 | 0.02% | 8,260 | 8,260 | — | $61.32万 | 新建仓 |
| COKE | COCA COLA CONS INC | $61.82万 | 0.02% | 3,055 | -113 | -3.6% | -$2.29万 | 减仓 |
| NTAP | NETAPP INC | $61.95万 | 0.02% | 6,228 | 1,438 | 30.0% | $14.30万 | 加仓 |
| TSN | TYSON FOODS INC | $62.18万 | 0.02% | 9,618 | 321 | 3.5% | $2.08万 | 加仓 |
| MDT | MEDTRONIC PLC | $62.38万 | 0.02% | 7,037 | -1,000 | -12.4% | -$8.86万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $62.50万 | 0.02% | 1,727 | 200 | 13.1% | $7.24万 | 加仓 |
| CBRE | CBRE GROUP INC | $62.74万 | 0.02% | 4,403 | -135 | -3.0% | -$1.92万 | 减仓 |
| CAVA | CAVA GROUP INC | $62.74万 | 0.02% | 7,278 | 2,539 | 53.6% | $21.89万 | 加仓 |
| KR | KROGER CO | $63.19万 | 0.02% | 8,905 | -302 | -3.3% | -$2.14万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $63.66万 | 0.02% | 2,436 | 686 | 39.2% | $17.93万 | 加仓 |
| MP | MP MATERIALS CORP | $63.91万 | 0.02% | 11,739 | -43 | -0.4% | -$2,341 | 减仓 |
| PTC | PTC INC | $63.92万 | 0.02% | 4,429 | 151 | 3.5% | $2.18万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $64.05万 | 0.02% | 13,369 | 2,429 | 22.2% | $11.64万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $64.19万 | 0.02% | 18,998 | 1,401 | 8.0% | $4.73万 | 加仓 |
| YUM | YUM BRANDS INC | $64.23万 | 0.02% | 4,004 | -247 | -5.8% | -$3.96万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $64.27万 | 0.02% | 8,080 | 813 | 11.2% | $6.47万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $64.71万 | 0.02% | 12,344 | 2,609 | 26.8% | $13.68万 | 加仓 |
| EOG | EOG RES INC | $65.14万 | 0.02% | 4,684 | -796 | -14.5% | -$11.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $65.16万 | 0.02% | 3,823 | 60 | 1.6% | $1.02万 | 加仓 |
| UI | UBIQUITI INC | $65.38万 | 0.02% | 726 | 19 | 2.7% | $1.71万 | 加仓 |
| MMM | 3M CO | $65.49万 | 0.02% | 4,390 | -311 | -6.6% | -$4.64万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $65.59万 | 0.02% | 29,189 | -276 | -0.9% | -$6,202 | 减仓 |
| RSG | REPUBLIC SVCS INC | $65.82万 | 0.02% | 3,040 | 111 | 3.8% | $2.40万 | 加仓 |
| STIP | ISHARES TR | $66.18万 | 0.02% | 6,405 | -60 | -0.9% | -$6,200 | 减仓 |
| MET | METLIFE INC | $66.25万 | 0.02% | 8,912 | -1,559 | -14.9% | -$11.59万 | 减仓 |
| BHB | BAR HBR BANKSHARES | $66.99万 | 0.02% | 19,423 | 19,423 | — | $66.99万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $67.49万 | 0.02% | 4,859 | -25 | -0.5% | -$3,472 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $67.81万 | 0.02% | 10,913 | 1,010 | 10.2% | $6.28万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $67.83万 | 0.02% | 37,331 | 6,948 | 22.9% | $12.62万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $68.14万 | 0.02% | 9,468 | 232 | 2.5% | $1.67万 | 加仓 |
| TFC | TRUIST FINL CORP | $68.38万 | 0.02% | 13,873 | -1,404 | -9.2% | -$6.92万 | 减仓 |
| IEUR | ISHARES TR | $69.48万 | 0.02% | 9,391 | -430 | -4.4% | -$3.18万 | 减仓 |