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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $69.58万 | 0.02% | 11,828 | 4,551 | 62.5% | $26.77万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $70.14万 | 0.02% | 9,215 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $70.37万 | 0.02% | 1,264 | -81 | -6.0% | -$4.51万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $71.40万 | 0.02% | 3,829 | 95 | 2.5% | $1.77万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $72.12万 | 0.02% | 3,888 | 1,102 | 39.6% | $20.44万 | 加仓 |
| D | DOMINION ENERGY INC | $72.44万 | 0.02% | 11,461 | -51 | -0.4% | -$3,223 | 减仓 |
| HAL | HALLIBURTON CO | $72.49万 | 0.02% | 19,177 | 345 | 1.8% | $1.30万 | 加仓 |
| SLB | SLB LIMITED | $72.75万 | 0.02% | 14,022 | 2,175 | 18.4% | $11.28万 | 加仓 |
| IBB | ISHARES TR | $72.87万 | 0.02% | 4,240 | 2,847 | 204.4% | $48.93万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $72.95万 | 0.02% | 2,457 | 94 | 4.0% | $2.79万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $73.39万 | 0.02% | 1,519 | -46 | -2.9% | -$2.22万 | 减仓 |
| XEL | XCEL ENERGY INC | $73.61万 | 0.02% | 9,036 | 128 | 1.4% | $1.04万 | 加仓 |
| RY | ROYAL BK CDA | $74.62万 | 0.02% | 4,403 | -92 | -2.0% | -$1.56万 | 减仓 |
| CVNA | CARVANA CO | $74.94万 | 0.02% | 2,212 | 322 | 17.0% | $10.91万 | 加仓 |
| VST | VISTRA CORP | $75.00万 | 0.02% | 4,811 | 393 | 8.9% | $6.13万 | 加仓 |
| AGNC | AGNC INVT CORP | $75.15万 | 0.02% | 72,817 | 4,603 | 6.7% | $4.75万 | 加仓 |
| GPN | GLOBAL PMTS INC | $75.26万 | 0.02% | 11,565 | -1,001 | -8.0% | -$6.51万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $75.46万 | 0.02% | 4,310 | 236 | 5.8% | $4.13万 | 加仓 |
| NU | NU HLDGS LTD | $75.71万 | 0.02% | 52,178 | -2,869 | -5.2% | -$4.16万 | 减仓 |
| FTNT | FORTINET INC | $76.00万 | 0.02% | 9,101 | 1,479 | 19.4% | $12.35万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $76.07万 | 0.02% | 3,445 | 218 | 6.8% | $4.81万 | 加仓 |
| VDE | VANGUARD WORLD FD | $76.45万 | 0.02% | 4,639 | 833 | 21.9% | $13.73万 | 加仓 |
| ETR | ENTERGY CORP NEW | $76.87万 | 0.02% | 6,708 | 249 | 3.9% | $2.85万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $76.91万 | 0.02% | 8,520 | 258 | 3.1% | $2.33万 | 加仓 |
| DG | DOLLAR GEN CORP | $77.03万 | 0.02% | 6,260 | 492 | 8.5% | $6.05万 | 加仓 |
| TPR | TAPESTRY INC | $77.18万 | 0.02% | 5,126 | 464 | 10.0% | $6.99万 | 加仓 |
| CSX | CSX CORP | $77.19万 | 0.02% | 18,317 | 1,845 | 11.2% | $7.77万 | 加仓 |
| DHR | DANAHER CORP DEL | $77.98万 | 0.02% | 3,975 | 567 | 16.6% | $11.12万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $78.10万 | 0.02% | 7,624 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $78.62万 | 0.02% | 15,311 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $79.22万 | 0.03% | 8,697 | 8,697 | — | $79.22万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $79.45万 | 0.03% | 2,887 | 97 | 3.5% | $2.67万 | 加仓 |
| — | QORVO INC | $80.25万 | 0.03% | 10,085 | 2,415 | 31.5% | $19.22万 | 加仓 |
| RBLX | ROBLOX CORP | $80.29万 | 0.03% | 14,485 | -1,869 | -11.4% | -$10.36万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $80.43万 | 0.03% | 7,939 | 7,939 | — | $80.43万 | 新建仓 |
| AZO | AUTOZONE INC | $81.08万 | 0.03% | 234 | -6 | -2.5% | -$2.08万 | 减仓 |
| GLD | SPDR GOLD TR | $81.26万 | 0.03% | 1,870 | -920 | -33.0% | -$39.98万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $81.50万 | 0.03% | 24,976 | 9 | 0.0% | $294 | 加仓 |
| AME | AMETEK INC | $83.21万 | 0.03% | 3,610 | 132 | 3.8% | $3.04万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $83.57万 | 0.03% | 13,699 | 2,136 | 18.5% | $13.03万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $85.35万 | 0.03% | 4,598 | 503 | 12.3% | $9.34万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $85.47万 | 0.03% | 21,821 | 63 | 0.3% | $2,468 | 加仓 |
| GWW | WW GRAINGER INC | $85.77万 | 0.03% | 748 | 15 | 2.0% | $1.72万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $86.89万 | 0.03% | 2,929 | 1,535 | 110.1% | $45.54万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $88.74万 | 0.03% | 5,048 | -557 | -9.9% | -$9.79万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $88.76万 | 0.03% | 23,339 | 56 | 0.2% | $2,130 | 加仓 |
| MUSA | MURPHY USA INC | $89.83万 | 0.03% | 1,800 | -121 | -6.3% | -$6.04万 | 减仓 |
| BX | BLACKSTONE INC | $90.00万 | 0.03% | 7,648 | -588 | -7.1% | -$6.92万 | 减仓 |
| STT | STATE STR CORP | $90.42万 | 0.03% | 6,642 | 144 | 2.2% | $1.96万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $90.42万 | 0.03% | 4,330 | -321 | -6.9% | -$6.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $90.58万 | 0.03% | 1,799 | -30 | -1.6% | -$1.51万 | 减仓 |
| UNM | UNUM GROUP | $90.84万 | 0.03% | 11,713 | 395 | 3.5% | $3.06万 | 加仓 |
| IWD | ISHARES TR | $91.59万 | 0.03% | 4,126 | 2 | 0.0% | $444 | 加仓 |
| IJS | ISHARES TR | $92.13万 | 0.03% | 7,530 | -643 | -7.9% | -$7.87万 | 减仓 |
| GM | GENERAL MTRS CO | $92.13万 | 0.03% | 12,006 | -2 | -0.0% | -$153 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $92.92万 | 0.03% | 1,198 | 76 | 6.8% | $5.89万 | 加仓 |
| EQT | EQT CORP | $92.95万 | 0.03% | 15,445 | 384 | 2.5% | $2.31万 | 加仓 |
| FIX | COMFORT SYS USA INC | $93.20万 | 0.03% | 611 | 53 | 9.5% | $8.08万 | 加仓 |
| PLD | PROLOGIS INC. | $93.41万 | 0.03% | 6,798 | 857 | 14.4% | $11.78万 | 加仓 |
| ECL | ECOLAB INC | $93.57万 | 0.03% | 3,421 | 167 | 5.1% | $4.57万 | 加仓 |
| IWR | ISHARES TR | $93.91万 | 0.03% | 9,275 | 10 | 0.1% | $1,012 | 加仓 |
| COR | CENCORA INC | $94.11万 | 0.03% | 2,896 | 53 | 1.9% | $1.72万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $94.50万 | 0.03% | 3,506 | 273 | 8.4% | $7.36万 | 加仓 |
| MTB | M & T BK CORP | $95.49万 | 0.03% | 4,360 | 249 | 6.1% | $5.45万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $95.96万 | 0.03% | 7,049 | 7,049 | — | $95.96万 | 新建仓 |
| IXUS | ISHARES TR | $96.78万 | 0.03% | 10,594 | 22 | 0.2% | $2,010 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $96.85万 | 0.03% | 15,185 | 1,722 | 12.8% | $10.98万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $96.95万 | 0.03% | 3,215 | 48 | 1.5% | $1.45万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $97.08万 | 0.03% | 1,669 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $97.45万 | 0.03% | 16,304 | 550 | 3.5% | $3.29万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $98.11万 | 0.03% | 3,082 | 379 | 14.0% | $12.06万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $98.24万 | 0.03% | 30,275 | 3 | 0.0% | $97 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $98.50万 | 0.03% | 8,655 | -570 | -6.2% | -$6.49万 | 减仓 |
| EBAY | EBAY INC. | $98.70万 | 0.03% | 10,197 | 698 | 7.3% | $6.76万 | 加仓 |
| MKSI | MKS INC. | $98.79万 | 0.03% | 3,859 | 795 | 25.9% | $20.35万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $99.03万 | 0.03% | 35,946 | 4,093 | 12.8% | $11.28万 | 加仓 |
| PCAR | PACCAR INC | $99.66万 | 0.03% | 8,025 | 39 | 0.5% | $4,843 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $99.66万 | 0.03% | 2,969 | -529 | -15.1% | -$17.76万 | 减仓 |
| EMR | EMERSON ELEC CO | $99.89万 | 0.03% | 7,002 | 725 | 11.6% | $10.34万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $100.10万 | 0.03% | 4,653 | 321 | 7.4% | $6.91万 | 加仓 |
| GLDM | WORLD GOLD TR | $100.91万 | 0.03% | 10,777 | 862 | 8.7% | $8.07万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $101.14万 | 0.03% | 17,352 | -590 | -3.3% | -$3.44万 | 减仓 |
| CMI | CUMMINS INC | $101.29万 | 0.03% | 1,698 | 136 | 8.7% | $8.11万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $101.65万 | 0.03% | 17,170 | -2,086 | -10.8% | -$12.35万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $101.99万 | 0.03% | 15,667 | 583 | 3.9% | $3.80万 | 加仓 |
| EQIX | EQUINIX INC | $102.32万 | 0.03% | 1,005 | 293 | 41.2% | $29.83万 | 加仓 |
| NOW | SERVICENOW INC | $102.99万 | 0.03% | 10,566 | -3,058 | -22.4% | -$29.81万 | 减仓 |
| NVS | NOVARTIS AG | $103.34万 | 0.03% | 6,692 | -724 | -9.8% | -$11.18万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $103.45万 | 0.03% | 848 | 24 | 2.9% | $2.93万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $103.88万 | 0.03% | 13,416 | 167 | 1.3% | $1.29万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $104.15万 | 0.03% | 13,732 | -146 | -1.1% | -$1.11万 | 减仓 |
| SHEL | SHELL PLC | $104.22万 | 0.03% | 11,327 | -108 | -0.9% | -$9,937 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $104.52万 | 0.03% | 18,005 | 16 | 0.1% | $929 | 加仓 |
| BURL | BURLINGTON STORES INC | $105.46万 | 0.03% | 3,153 | 290 | 10.1% | $9.70万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $106.02万 | 0.03% | 29,500 | -14,511 | -33.0% | -$52.15万 | 减仓 |
| AFL | AFLAC INC | $106.12万 | 0.03% | 9,391 | 116 | 1.3% | $1.31万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $106.93万 | 0.03% | 8,358 | 361 | 4.5% | $4.62万 | 加仓 |
| — | RBB FD INC | $107.65万 | 0.03% | 36,508 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $107.66万 | 0.03% | 12,981 | 162 | 1.3% | $1.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $107.85万 | 0.03% | 16,672 | 8,909 | 114.8% | $57.63万 | 加仓 |