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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $127.20万 | 0.03% | 1,586 | 221 | 16.2% | $17.72万 | 加仓 |
| MCO | MOODYS CORP | $128.16万 | 0.04% | 2,630 | 54 | 2.1% | $2.63万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $128.66万 | 0.04% | 3,835 | 128 | 3.5% | $4.29万 | 加仓 |
| TRGP | TARGA RES CORP | $128.76万 | 0.04% | 4,710 | -260 | -5.2% | -$7.11万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $128.84万 | 0.04% | 3,095 | 1,658 | 115.4% | $69.02万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $129.19万 | 0.04% | 57,599 | 57,599 | — | $129.19万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $129.51万 | 0.04% | 40,321 | -24 | -0.1% | -$771 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $130.07万 | 0.04% | 37,822 | -1,582 | -4.0% | -$5.44万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $131.56万 | 0.04% | 3,508 | 312 | 9.8% | $11.70万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $132.65万 | 0.04% | 32,410 | -417 | -1.3% | -$1.71万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $135.00万 | 0.04% | 8,886 | 528 | 6.3% | $8.02万 | 加仓 |
| RBRK | RUBRIK INC. | $135.46万 | 0.04% | 16,054 | 10,340 | 181.0% | $87.25万 | 加仓 |
| IWD | ISHARES TR | $135.90万 | 0.04% | 5,505 | 1,379 | 33.4% | $34.04万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $138.02万 | 0.04% | 23,978 | 2,111 | 9.7% | $12.15万 | 加仓 |
| IWF | ISHARES TR | $139.01万 | 0.04% | 11,215 | 243 | 2.2% | $3.01万 | 加仓 |
| SSRM | SSR MINING IN | $139.91万 | 0.04% | 48,954 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $140.13万 | 0.04% | 4,279 | 178 | 4.3% | $5.83万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $140.46万 | 0.04% | 16,279 | 426 | 2.7% | $3.68万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $142.24万 | 0.04% | 3,498 | -117 | -3.2% | -$4.76万 | 减仓 |
| SNPS | SYNOPSYS INC | $142.29万 | 0.04% | 3,194 | 185 | 6.1% | $8.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $143.34万 | 0.04% | 6,143 | -92 | -1.5% | -$2.15万 | 减仓 |
| IWR | ISHARES TR | $143.50万 | 0.04% | 13,043 | 3,768 | 40.6% | $41.45万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $144.20万 | 0.04% | 27,747 | 25 | 0.1% | $1,299 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $144.37万 | 0.04% | 2,759 | 5 | 0.2% | $2,616 | 加仓 |
| TMUS | T-MOBILE US INC | $144.63万 | 0.04% | 7,709 | 404 | 5.5% | $7.58万 | 加仓 |
| EMXC | ISHARES INC | $144.64万 | 0.04% | 14,713 | 848 | 6.1% | $8.34万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $145.41万 | 0.04% | 10,182 | 316 | 3.2% | $4.51万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $145.47万 | 0.04% | 19,991 | -1,385 | -6.5% | -$10.08万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $145.86万 | 0.04% | 34,629 | 463 | 1.4% | $1.95万 | 加仓 |
| IWY | ISHARES TR | $146.33万 | 0.04% | 5,038 | 1 | 0.0% | $290 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $146.42万 | 0.04% | 3,101 | 120 | 4.0% | $5.67万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $146.53万 | 0.04% | 22,104 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $147.28万 | 0.04% | 6,608 | 75 | 1.1% | $1.67万 | 加仓 |
| COHR | COHERENT CORP | $148.52万 | 0.04% | 4,577 | 157 | 3.6% | $5.09万 | 加仓 |
| MKSI | MKS INC. | $151.04万 | 0.04% | 4,098 | 239 | 6.2% | $8.81万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $153.09万 | 0.04% | 26,825 | 923 | 3.6% | $5.27万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $154.86万 | 0.04% | 15,901 | 1,258 | 8.6% | $12.25万 | 加仓 |
| ALAB | ASTERA LABS INC | $155.28万 | 0.04% | 3,760 | 1,277 | 51.4% | $52.74万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $155.42万 | 0.04% | 28,039 | -2,246 | -7.4% | -$12.45万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $156.16万 | 0.04% | 39,108 | 120 | 0.3% | $4,792 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $156.51万 | 0.04% | 6,213 | 352 | 6.0% | $8.87万 | 加仓 |
| BX | BLACKSTONE INC | $156.54万 | 0.04% | 12,717 | 5,069 | 66.3% | $62.39万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $157.74万 | 0.04% | 19,213 | 8,656 | 82.0% | $71.07万 | 加仓 |
| DAL | DELTA AIR LINES INC | $158.57万 | 0.04% | 18,146 | 1,674 | 10.2% | $14.63万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $158.92万 | 0.04% | 4,984 | 347 | 7.5% | $11.06万 | 加仓 |
| PEP | PEPSICO INC | $158.94万 | 0.04% | 11,570 | 372 | 3.3% | $5.11万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $159.31万 | 0.04% | 127,656 | 118,089 | 1,234.3% | $147.38万 | 重新持有 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $160.00万 | 0.04% | 11,679 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $160.01万 | 0.04% | 3,473 | -55 | -1.6% | -$2.53万 | 减仓 |
| FTNT | FORTINET INC | $160.90万 | 0.04% | 10,215 | 1,114 | 12.2% | $17.55万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $161.52万 | 0.04% | 1,194 | 13 | 1.1% | $1.76万 | 加仓 |
| LOW | LOWES COS INC | $162.04万 | 0.04% | 7,657 | -1,178 | -13.3% | -$24.93万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $162.28万 | 0.04% | 3,383 | 73 | 2.2% | $3.50万 | 加仓 |
| MCD | MCDONALDS CORP | $163.17万 | 0.04% | 5,942 | -2,706 | -31.3% | -$74.31万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $163.58万 | 0.04% | 29,363 | -79 | -0.3% | -$4,401 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $164.03万 | 0.04% | 277,078 | 277,078 | — | $164.03万 | 新建仓 |
| UNP | UNION PAC CORP | $164.09万 | 0.05% | 5,718 | 343 | 6.4% | $9.84万 | 加仓 |
| MO | ALTRIA GROUP INC | $164.88万 | 0.05% | 22,967 | 3,695 | 19.2% | $26.53万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $165.28万 | 0.05% | 3,908 | -168 | -4.1% | -$7.11万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $165.40万 | 0.05% | 7,560 | 279 | 3.8% | $6.10万 | 加仓 |
| FAST | FASTENAL CO | $165.77万 | 0.05% | 35,658 | 516 | 1.5% | $2.40万 | 加仓 |
| DIS | DISNEY WALT CO | $167.47万 | 0.05% | 17,514 | 572 | 3.4% | $5.47万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $169.08万 | 0.05% | 4,774 | -403 | -7.8% | -$14.27万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $169.48万 | 0.05% | 6,696 | 3,251 | 94.4% | $82.28万 | 加仓 |
| SPGI | S&P GLOBAL INC | $169.77万 | 0.05% | 3,944 | -439 | -10.0% | -$18.90万 | 减仓 |
| NET | CLOUDFLARE INC | $171.02万 | 0.05% | 6,372 | -440 | -6.5% | -$11.81万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $171.05万 | 0.05% | 3,524 | 141 | 4.2% | $6.84万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $171.87万 | 0.05% | 3,951 | 63 | 1.6% | $2.74万 | 加仓 |
| USB | US BANCORP | $172.99万 | 0.05% | 27,718 | 698 | 2.6% | $4.36万 | 加仓 |
| IDXX | IDEXX LABS INC | $173.92万 | 0.05% | 3,086 | 12 | 0.4% | $6,763 | 加仓 |
| BSVO | EA SERIES TRUST | $175.30万 | 0.05% | 60,468 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $175.37万 | 0.05% | 23,206 | 23,206 | — | $175.37万 | 新建仓 |
| SO | SOUTHERN CO | $176.77万 | 0.05% | 18,489 | 576 | 3.2% | $5.51万 | 加仓 |
| ALL | ALLSTATE CORP | $177.72万 | 0.05% | 7,063 | 1,140 | 19.2% | $28.68万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $178.73万 | 0.05% | 19,377 | 212 | 1.1% | $1.96万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $179.68万 | 0.05% | 16,047 | 637 | 4.1% | $7.13万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $180.97万 | 0.05% | 10,764 | 410 | 4.0% | $6.89万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $181.10万 | 0.05% | 3,574 | 84 | 2.4% | $4.26万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $183.71万 | 0.05% | 35,790 | 33,296 | 1,335.0% | $170.91万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $183.85万 | 0.05% | 24,665 | -1,668 | -6.3% | -$12.43万 | 减仓 |
| WMB | WILLIAMS COS INC | $183.89万 | 0.05% | 24,512 | -17 | -0.1% | -$1,275 | 减仓 |
| INTU | INTUIT | $184.13万 | 0.05% | 6,696 | 3,181 | 90.5% | $87.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $185.06万 | 0.05% | 17,457 | 1,467 | 9.2% | $15.55万 | 加仓 |
| SMLF | ISHARES TR | $185.34万 | 0.05% | 21,170 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $186.20万 | 0.05% | 1,036 | -176 | -14.5% | -$31.63万 | 减仓 |
| CTAS | CINTAS CORP | $188.98万 | 0.05% | 10,520 | 253 | 2.5% | $4.54万 | 加仓 |
| GLW | CORNING INC | $190.14万 | 0.05% | 9,961 | 443 | 4.7% | $8.46万 | 加仓 |
| DLN | WISDOMTREE TR | $192.24万 | 0.05% | 19,616 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $192.65万 | 0.05% | 63,308 | 55,235 | 684.2% | $168.08万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $193.29万 | 0.05% | 18,745 | -160 | -0.8% | -$1.65万 | 减仓 |
| HYD | VANECK ETF TRUST | $193.99万 | 0.05% | 37,836 | 200 | 0.5% | $1.03万 | 加仓 |
| BRO | BROWN & BROWN INC | $194.39万 | 0.05% | 28,730 | 28,730 | — | $194.39万 | 新建仓 |
| IWB | ISHARES TR | $194.48万 | 0.05% | 4,708 | 672 | 16.7% | $27.76万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $194.70万 | 0.05% | 6,518 | 6,518 | — | $194.70万 | 新建仓 |
| CRM | SALESFORCE INC | $197.78万 | 0.05% | 12,110 | -5,292 | -30.4% | -$86.43万 | 减仓 |
| MPC | MARATHON PETE CORP | $199.01万 | 0.05% | 7,014 | 464 | 7.1% | $13.17万 | 加仓 |
| DE | DEERE & CO | $199.14万 | 0.05% | 3,393 | 128 | 3.9% | $7.51万 | 加仓 |
| CB | CHUBB LIMITED | $199.74万 | 0.05% | 5,743 | 359 | 6.7% | $12.49万 | 加仓 |
| SOXX | ISHARES TR | $200.54万 | 0.06% | 3,450 | 496 | 16.8% | $28.83万 | 加仓 |
| EFA | ISHARES TR | $202.07万 | 0.06% | 19,369 | -999 | -4.9% | -$10.42万 | 减仓 |