13F 机构持仓

Wedmont Private Capital

WEST CHESTER PA · SEC CIK 0001904274

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$36.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VEA 10.3%
VTI 5.9%
VWO 5.9%
VOO 3.9%
IEFA 3.2%
VTC 3.1%
VTEB 3.0%
GOVT 2.9%
NVDA 2.9%
AAPL 2.6%

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
SPYG SPDR SERIES TRUST $61.12万0.02%5,094 49210.7% $5.90万 加仓
AON AON PLC $61.14万0.02%1,713 -38-2.2% -$1.36万 减仓
PZA INVESCO EXCH TRADED FD TR II $61.34万0.02%26,158 00.0% — 不变
CBRE CBRE GROUP INC $61.91万0.02%4,437 340.8% $4,744 加仓
CBOE CBOE GLOBAL MKTS INC $62.83万0.02%2,344 -113-4.6% -$3.03万 减仓
CMS CMS ENERGY CORP $63.28万0.02%8,393 99413.4% $7.49万 加仓
HBAN HUNTINGTON BANCSHARES INC $64.70万0.02%36,205 2,6257.8% $4.69万 加仓
DGX QUEST DIAGNOSTICS INC $64.73万0.02%3,120 862.8% $1.78万 加仓
VST VISTRA CORP $64.74万0.02%4,075 -736-15.3% -$11.69万 减仓
WSM WILLIAMS SONOMA INC $65.12万0.02%2,937 963.4% $2.13万 加仓
RBLX ROBLOX CORP $65.38万0.02%11,812 -2,673-18.5% -$14.80万 减仓
— WEBSTER FINL CORP $65.46万0.02%8,556 1,06614.2% $8.16万 加仓
WAB WABTEC $65.62万0.02%2,512 26811.9% $7.00万 加仓
XYZ BLOCK INC $65.75万0.02%8,506 1,05814.2% $8.18万 加仓
DFUV DIMENSIONAL ETF TRUST $65.82万0.02%11,963 70.1% $385 加仓
SYY SYSCO CORP $65.95万0.02%7,868 75810.7% $6.35万 加仓
AM ANTERO MIDSTREAM CORP $66.39万0.02%29,797 6082.1% $1.35万 加仓
IVZ INVESCO LTD $66.42万0.02%22,920 3101.4% $8,984 加仓
— GLOBAL X FDS $66.49万0.02%13,654 10.0% $49 加仓
ABNB AIRBNB INC $67.13万0.02%4,517 751.7% $1.11万 加仓
FNDF SCHWAB STRATEGIC TR $67.14万0.02%12,643 -2,668-17.4% -$14.17万 减仓
APO APOLLO GLOBAL MGMT INC $67.25万0.02%5,588 2144.0% $2.58万 加仓
HEFA ISHARES TR $67.28万0.02%14,519 14,519— $67.28万 新建仓
CTVA CORTEVA INC $67.33万0.02%7,858 2,62550.2% $22.49万 加仓
DOV DOVER CORP $67.47万0.02%3,133 43316.0% $9.32万 加仓
IBB ISHARES TR $67.74万0.02%3,527 -713-16.8% -$13.69万 减仓
WST WEST PHARMACEUTICAL SVSC INC $67.98万0.02%1,922 20612.0% $7.29万 加仓
ARCC ARES CAPITAL CORP $68.38万0.02%36,412 -919-2.5% -$1.73万 减仓
GLD SPDR GOLD TR $68.54万0.02%1,818 -52-2.8% -$1.96万 减仓
XLI SELECT SECTOR SPDR TR $69.63万0.02%3,827 40.1% $728 加仓
SPOT SPOTIFY TECHNOLOGY S A $69.81万0.02%1,455 -64-4.2% -$3.07万 减仓
NU NU HLDGS LTD $69.85万0.02%50,766 -1,412-2.7% -$1.94万 减仓
HAL HALLIBURTON CO $70.05万0.02%20,370 1,1936.2% $4.10万 加仓
BSMW INVESCO EXCH TRD SLF IDX FD $70.11万0.02%27,948 27,948— $70.11万 新建仓
YUM YUM BRANDS INC $70.25万0.02%4,296 2927.3% $4.78万 加仓
IEUR ISHARES TR $70.55万0.02%9,391 00.0% — 不变
HSBC HSBC HLDGS PLC $70.62万0.02%7,127 -1,393-16.3% -$13.80万 减仓
— INVESCO EXCH TRD SLF IDX FD $70.70万0.02%33,770 33,770— $70.70万 新建仓
BSMU INVESCO EXCH TRD SLF IDX FD $70.80万0.02%32,350 32,350— $70.80万 新建仓
DG DOLLAR GEN CORP $70.91万0.02%5,963 -297-4.7% -$3.53万 减仓
BSMS INVESCO EXCH TRD SLF IDX FD $71.23万0.02%30,433 30,433— $71.23万 新建仓
BPOP POPULAR INC $71.62万0.02%4,199 511.2% $8,699 加仓
ODFL OLD DOMINION FREIGHT LINE IN $71.67万0.02%3,149 30410.7% $6.92万 加仓
BSMT INVESCO EXCH TRD SLF IDX FD $71.71万0.02%31,078 31,078— $71.71万 新建仓
HIG HARTFORD INSURANCE GROUP INC $71.73万0.02%5,169 3106.4% $4.30万 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $71.84万0.02%30,475 30,475— $71.84万 新建仓
WRB BERKLEY W R CORP $71.93万0.02%9,964 1,48717.5% $10.73万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $72.01万0.02%30,480 30,480— $72.01万 新建仓
SPYM SPDR SERIES TRUST $72.19万0.02%8,125 450.6% $3,998 加仓
VDE VANGUARD WORLD FD $72.20万0.02%4,643 40.1% $622 加仓
BHB BAR HBR BANKSHARES $72.54万0.02%19,500 770.4% $2,864 加仓
NUE NUCOR CORP $72.59万0.02%3,192 43515.8% $9.89万 加仓
STIP ISHARES TR $72.71万0.02%7,175 77012.0% $7.80万 加仓
LQDA LIQUIDIA CORPORATION $72.81万0.02%9,343 00.0% — 不变
MSCI MSCI INC $73.19万0.02%1,210 -54-4.3% -$3.27万 减仓
EQT EQT CORP $73.26万0.02%14,997 -448-2.9% -$2.19万 减仓
SLB SLB LIMITED $73.43万0.02%15,375 1,3539.6% $6.46万 加仓
TPR TAPESTRY INC $73.75万0.02%5,241 1152.2% $1.62万 加仓
FANG DIAMONDBACK ENERGY INC $73.80万0.02%4,024 1955.1% $3.58万 加仓
SYF SYNCHRONY FINANCIAL $74.05万0.02%10,222 7548.0% $5.46万 加仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $74.05万0.02%3,045 2729.8% $6.62万 加仓
AZO AUTOZONE INC $74.97万0.02%244 104.3% $3.07万 加仓
A AGILENT TECHNOLOGIES INC $75.19万0.02%5,599 54710.8% $7.35万 加仓
O REALTY INCOME CORP $75.60万0.02%11,941 3,65444.1% $23.13万 加仓
— ELECTRONIC ARTS INC $75.77万0.02%3,671 71124.0% $14.68万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $76.12万0.02%15,681 9776.6% $4.74万 加仓
ADSK AUTODESK INC $76.15万0.02%3,653 -997-21.4% -$20.78万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $76.45万0.02%8,125 7359.9% $6.92万 加仓
XEL XCEL ENERGY INC $76.66万0.02%9,575 5396.0% $4.32万 加仓
DBEF DBX ETF TR $76.92万0.02%14,044 -13,444-48.9% -$73.63万 减仓
AVMV AMERICAN CENTY ETF TR $77.59万0.02%9,630 4154.5% $3.34万 加仓
SN SHARKNINJA INC $77.70万0.02%5,090 69115.7% $10.55万 加仓
CVNA CARVANA CO $78.14万0.02%11,870 8107.3% $5.33万 加仓
IBIT ISHARES BITCOIN TRUST ETF $78.41万0.02%21,643 -42,308-66.2% -$153.28万 减仓
ESGD ISHARES TR $79.11万0.02%7,652 7,652— $79.11万 新建仓
MTSI MACOM TECH SOLUTIONS HLDGS I $79.17万0.02%2,566 1827.6% $5.62万 加仓
TWLO TWILIO INC $79.19万0.02%3,691 752.1% $1.61万 加仓
ETR ENTERGY CORP NEW $79.70万0.02%6,927 2193.3% $2.52万 加仓
GLDM WORLD GOLD TR $79.93万0.02%9,833 -944-8.8% -$7.67万 减仓
— DIMENSIONAL ETF TRUST $79.96万0.02%9,857 1,59719.3% $12.95万 加仓
SCHY SCHWAB STRATEGIC TR $80.71万0.02%25,160 1840.7% $5,903 加仓
SHEL SHELL PLC $80.98万0.02%9,848 -1,479-13.1% -$12.16万 减仓
MDLZ MONDELEZ INTL INC $81.44万0.02%13,844 2,01617.0% $11.86万 加仓
RY ROYAL BK CDA $81.86万0.02%3,878 -525-11.9% -$11.08万 减仓
CNC CENTENE CORP DEL $81.91万0.02%12,162 1,91218.7% $12.88万 加仓
MMM 3M CO $81.96万0.02%5,203 81318.5% $12.81万 加仓
AGNC AGNC INVT CORP $82.14万0.02%73,805 9881.4% $1.10万 加仓
SNOW SNOWFLAKE INC $83.01万0.02%3,175 -796-20.0% -$20.81万 减仓
AFRM AFFIRM HLDGS INC $83.08万0.02%9,959 -381-3.7% -$3.18万 减仓
HON HONEYWELL INTL INC $83.21万0.02%3,675 -5,830-61.3% -$132.00万 减仓
D DOMINION ENERGY INC $83.54万0.02%11,921 4604.0% $3.22万 加仓
CME CME GROUP INC $84.08万0.02%3,499 -405-10.4% -$9.73万 减仓
TMO THERMO FISHER SCIENTIFIC INC $85.12万0.02%1,615 -184-10.2% -$9.70万 减仓
RSG REPUBLIC SVCS INC $85.19万0.02%3,886 84627.8% $18.55万 加仓
MRSH MARSH & MCLENNAN COS INC $85.28万0.02%4,783 -265-5.2% -$4.72万 减仓
TFC TRUIST FINL CORP $85.62万0.02%16,570 2,69719.4% $13.94万 加仓
COR CENCORA INC $85.94万0.02%2,832 -64-2.2% -$1.94万 减仓
AME AMETEK INC $86.20万0.02%3,684 742.0% $1.73万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $86.21万0.02%947 -18-1.9% -$1.64万 减仓
GPN GLOBAL PMTS INC $86.55万0.02%11,382 -183-1.6% -$1.39万 减仓