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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | $44.97万 | 0.01% | 19,610 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $45.07万 | 0.01% | 31,319 | 6,930 | 28.4% | $9.97万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $45.54万 | 0.01% | 1,614 | -14 | -0.9% | -$3,950 | 减仓 |
| CPAY | CORPAY INC | $45.58万 | 0.01% | 1,289 | 121 | 10.4% | $4.28万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $45.75万 | 0.01% | 721 | 81 | 12.7% | $5.14万 | 加仓 |
| SHOP | SHOPIFY INC | $45.76万 | 0.01% | 3,734 | -1,165 | -23.8% | -$14.28万 | 减仓 |
| VFH | VANGUARD WORLD FD | $45.77万 | 0.01% | 3,354 | 28 | 0.8% | $3,821 | 加仓 |
| FDS | FACTSET RESH SYS INC | $46.26万 | 0.01% | 1,872 | 507 | 37.1% | $12.53万 | 加仓 |
| JBL | JABIL INC | $46.34万 | 0.01% | 1,403 | 92 | 7.0% | $3.04万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $46.50万 | 0.01% | 21,069 | 21,069 | — | $46.50万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $46.82万 | 0.01% | 2,944 | -1,366 | -31.7% | -$21.73万 | 减仓 |
| DGS | WISDOMTREE TR | $46.85万 | 0.01% | 7,239 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $47.08万 | 0.01% | 2,793 | -213 | -7.1% | -$3.59万 | 减仓 |
| NDAQ | NASDAQ INC | $47.12万 | 0.01% | 5,350 | 45 | 0.8% | $3,963 | 加仓 |
| EXEL | EXELIXIS INC | $47.13万 | 0.01% | 8,342 | 979 | 13.3% | $5.53万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $47.32万 | 0.01% | 25,195 | 3,130 | 14.2% | $5.88万 | 加仓 |
| EVRG | EVERGY INC | $47.67万 | 0.01% | 5,562 | 575 | 11.5% | $4.93万 | 加仓 |
| NTRA | NATERA INC | $47.73万 | 0.01% | 1,768 | 177 | 11.1% | $4.78万 | 加仓 |
| MAS | MASCO CORP | $47.78万 | 0.01% | 6,138 | 1,380 | 29.0% | $10.74万 | 加仓 |
| MDT | MEDTRONIC PLC | $47.81万 | 0.01% | 5,701 | -1,336 | -19.0% | -$11.21万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $48.18万 | 0.01% | 12,874 | -3,646 | -22.1% | -$13.65万 | 减仓 |
| IR | INGERSOLL RAND INC | $48.24万 | 0.01% | 6,118 | -387 | -5.9% | -$3.05万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $48.26万 | 0.01% | 5,992 | -304 | -4.8% | -$2.45万 | 减仓 |
| XPO | XPO INC | $48.27万 | 0.01% | 2,322 | 145 | 6.7% | $3.01万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $48.40万 | 0.01% | 5,547 | -121 | -2.1% | -$1.06万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $48.49万 | 0.01% | 6,223 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $48.71万 | 0.01% | 3,904 | 615 | 18.7% | $7.67万 | 加仓 |
| CSGP | COSTAR GROUP INC | $49.12万 | 0.01% | 17,302 | 17,302 | — | $49.12万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $49.27万 | 0.01% | 1,554 | 6 | 0.4% | $1,902 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $49.45万 | 0.01% | 4,218 | 9 | 0.2% | $1,055 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $49.46万 | 0.01% | 26,650 | 26,650 | — | $49.46万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $50.74万 | 0.01% | 2,221 | 240 | 12.1% | $5.48万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $51.05万 | 0.01% | 6,326 | 400 | 6.7% | $3.23万 | 加仓 |
| CAVA | CAVA GROUP INC | $51.14万 | 0.01% | 7,085 | -193 | -2.7% | -$1.39万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $51.20万 | 0.01% | 11,163 | 150 | 1.4% | $6,880 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $51.33万 | 0.01% | 2,348 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $51.50万 | 0.01% | 37,127 | -5,575 | -13.1% | -$7.73万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $51.57万 | 0.01% | 1,774 | 47 | 2.7% | $1.37万 | 加仓 |
| IRM | IRON MTN INC DEL | $52.10万 | 0.01% | 4,288 | 654 | 18.0% | $7.95万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $52.23万 | 0.01% | 1,313 | 366 | 38.6% | $14.56万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $52.51万 | 0.01% | 14,225 | 0 | 0.0% | — | 不变 |
| EFOR | EVERFORTH INC | $52.73万 | 0.01% | 30,060 | 30,060 | — | $52.73万 | 新建仓 |
| WWD | WOODWARD INC | $52.87万 | 0.01% | 1,301 | 26 | 2.0% | $1.06万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $52.98万 | 0.01% | 702 | 152 | 27.6% | $11.47万 | 加仓 |
| P | EVERPURE INC | $53.08万 | 0.01% | 6,691 | 1,651 | 32.8% | $13.10万 | 加仓 |
| DLTR | DOLLAR TREE INC | $53.25万 | 0.01% | 4,263 | -246 | -5.5% | -$3.07万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $53.26万 | 0.01% | 6,420 | 20 | 0.3% | $1,659 | 加仓 |
| G | GENPACT LIMITED | $53.32万 | 0.01% | 18,156 | 18,156 | — | $53.32万 | 新建仓 |
| EXC | EXELON CORP | $53.36万 | 0.01% | 11,401 | 343 | 3.1% | $1.61万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $53.44万 | 0.01% | 10,500 | 5 | 0.0% | $254 | 加仓 |
| COKE | COCA COLA CONS INC | $54.10万 | 0.01% | 3,017 | -38 | -1.2% | -$6,814 | 减仓 |
| PKG | PACKAGING CORP AMER | $54.22万 | 0.01% | 2,370 | 646 | 37.5% | $14.78万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $54.29万 | 0.01% | 4,705 | 1,402 | 42.4% | $16.18万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $54.55万 | 0.01% | 26,795 | 26,795 | — | $54.55万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $54.58万 | 0.01% | 20,345 | 20,345 | — | $54.58万 | 新建仓 |
| VRSN | VERISIGN INC | $54.59万 | 0.01% | 2,021 | 151 | 8.1% | $4.08万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $54.61万 | 0.01% | 25,222 | -3,773 | -13.0% | -$8.17万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $54.81万 | 0.02% | 27,905 | 27,905 | — | $54.81万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $54.98万 | 0.02% | 17,155 | 1,416 | 9.0% | $4.54万 | 加仓 |
| TSN | TYSON FOODS INC | $54.99万 | 0.02% | 9,509 | -109 | -1.1% | -$6,303 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $55.05万 | 0.02% | 28,150 | 28,150 | — | $55.05万 | 新建仓 |
| RL | RALPH LAUREN CORP | $55.05万 | 0.02% | 1,394 | 48 | 3.6% | $1.90万 | 加仓 |
| VIRT | VIRTU FINL INC | $55.20万 | 0.02% | 8,389 | 88 | 1.1% | $5,791 | 加仓 |
| VMC | VULCAN MATLS CO | $55.41万 | 0.02% | 1,877 | 47 | 2.6% | $1.39万 | 加仓 |
| IJT | ISHARES TR | $55.60万 | 0.02% | 3,190 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $55.77万 | 0.02% | 12,736 | 90 | 0.7% | $3,941 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $55.81万 | 0.02% | 31,926 | -3,988 | -11.1% | -$6.97万 | 减仓 |
| F | FORD MTR CO | $55.95万 | 0.02% | 39,966 | 1,866 | 4.9% | $2.61万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $56.07万 | 0.02% | 15,587 | -230 | -1.5% | -$8,273 | 减仓 |
| U | UNITY SOFTWARE INC | $56.15万 | 0.02% | 18,179 | 3,160 | 21.0% | $9.76万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $56.18万 | 0.02% | 15,937 | -3,061 | -16.1% | -$10.79万 | 减仓 |
| KEY | KEYCORP | $56.20万 | 0.02% | 24,122 | 1,593 | 7.1% | $3.71万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $56.34万 | 0.02% | 4,283 | 22 | 0.5% | $2,894 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $56.35万 | 0.02% | 14,183 | 2,883 | 25.5% | $11.45万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $56.54万 | 0.02% | 3,287 | 306 | 10.3% | $5.26万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $56.98万 | 0.02% | 5,069 | 2,841 | 127.5% | $31.93万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $57.12万 | 0.02% | 2,471 | 36 | 1.5% | $8,322 | 加仓 |
| KKR | KKR & CO INC | $57.36万 | 0.02% | 5,917 | 1,277 | 27.5% | $12.38万 | 加仓 |
| ILMN | ILLUMINA INC | $57.54万 | 0.02% | 3,025 | 135 | 4.7% | $2.57万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $57.90万 | 0.02% | 7,160 | 1,271 | 21.6% | $10.28万 | 加仓 |
| TFLO | ISHARES TR | $58.02万 | 0.02% | 11,478 | 6,140 | 115.0% | $31.04万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $58.38万 | 0.02% | 3,320 | 269 | 8.8% | $4.73万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $58.83万 | 0.02% | 35,440 | 35,440 | — | $58.83万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $59.07万 | 0.02% | 22,950 | 22,950 | — | $59.07万 | 新建仓 |
| DHR | DANAHER CORP DEL | $59.36万 | 0.02% | 2,982 | -993 | -25.0% | -$19.77万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $59.45万 | 0.02% | 17,440 | 9,215 | 112.0% | $31.41万 | 加仓 |
| NTSX | WISDOMTREE TR | $59.58万 | 0.02% | 10,054 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $59.75万 | 0.02% | 9,641 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $59.85万 | 0.02% | 24,360 | 24,360 | — | $59.85万 | 新建仓 |
| KR | KROGER CO | $59.91万 | 0.02% | 9,896 | 991 | 11.1% | $6.00万 | 加仓 |
| BIIB | BIOGEN INC | $59.98万 | 0.02% | 3,012 | 104 | 3.6% | $2.07万 | 加仓 |
| VHT | VANGUARD WORLD FD | $60.02万 | 0.02% | 1,978 | 548 | 38.3% | $16.63万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $60.03万 | 0.02% | 23,550 | 23,550 | — | $60.03万 | 新建仓 |
| TGT | TARGET CORP | $60.04万 | 0.02% | 4,443 | 1,201 | 37.0% | $16.23万 | 加仓 |
| QUAL | ISHARES TR | $60.09万 | 0.02% | 2,735 | 292 | 12.0% | $6.42万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $60.14万 | 0.02% | 14,021 | 14,021 | — | $60.14万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $60.17万 | 0.02% | 13,616 | 13,616 | — | $60.17万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $60.32万 | 0.02% | 2,474 | 171 | 7.4% | $4.17万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $60.35万 | 0.02% | 26,400 | 416 | 1.6% | $9,510 | 加仓 |
| MP | MP MATERIALS CORP | $60.73万 | 0.02% | 11,632 | -107 | -0.9% | -$5,586 | 减仓 |