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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $204.48万 | 0.06% | 52,701 | 14 | 0.0% | $543 | 加仓 |
| MCK | MCKESSON CORP | $206.02万 | 0.06% | 2,556 | 176 | 7.4% | $14.19万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $210.17万 | 0.06% | 18,345 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $212.72万 | 0.06% | 19,508 | 2,035 | 11.6% | $22.19万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $214.15万 | 0.06% | 84,780 | 263 | 0.3% | $6,643 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $214.62万 | 0.06% | 12,031 | -320,844 | -96.4% | -$5,723.46万 | 减仓 |
| CVS | CVS HEALTH CORP | $214.92万 | 0.06% | 20,635 | 1,535 | 8.0% | $15.99万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $215.95万 | 0.06% | 16,519 | 16,519 | — | $215.95万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $216.04万 | 0.06% | 23,000 | -4,899 | -17.6% | -$46.02万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $216.06万 | 0.06% | 17,219 | 1,015 | 6.3% | $12.74万 | 加仓 |
| IAGG | ISHARES TR | $217.43万 | 0.06% | 43,494 | 7,329 | 20.3% | $36.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $218.77万 | 0.06% | 5,378 | -906 | -14.4% | -$36.85万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $218.92万 | 0.06% | 62,711 | 6,940 | 12.4% | $24.23万 | 加仓 |
| TXN | TEXAS INSTRS INC | $220.45万 | 0.06% | 7,078 | 610 | 9.4% | $19.00万 | 加仓 |
| QCOM | QUALCOMM INC | $221.34万 | 0.06% | 11,701 | 106 | 0.9% | $2.01万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $223.11万 | 0.06% | 25,365 | 4,962 | 24.3% | $43.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $223.38万 | 0.06% | 10,424 | 580 | 5.9% | $12.43万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $223.43万 | 0.06% | 24,376 | 3,745 | 18.2% | $34.33万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $223.78万 | 0.06% | 4,147 | 431 | 11.6% | $23.26万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $226.30万 | 0.06% | 7,930 | -89 | -1.1% | -$2.54万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $226.94万 | 0.06% | 11,261 | -31 | -0.3% | -$6,247 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $228.14万 | 0.06% | 41,375 | -182 | -0.4% | -$1.00万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $229.60万 | 0.06% | 3,941 | 177 | 4.7% | $10.31万 | 加仓 |
| WELL | WELLTOWER INC | $229.99万 | 0.06% | 9,931 | 407 | 4.3% | $9.43万 | 加仓 |
| VLO | VALERO ENERGY CORP | $233.29万 | 0.06% | 8,311 | 610 | 7.9% | $17.12万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $234.22万 | 0.06% | 7,023 | 1,175 | 20.1% | $39.19万 | 加仓 |
| SDY | SPDR SERIES TRUST | $234.94万 | 0.06% | 15,220 | 5,358 | 54.3% | $82.71万 | 加仓 |
| KVUE | KENVUE INC | $241.32万 | 0.07% | 123,879 | 25,030 | 25.3% | $48.76万 | 加仓 |
| PSX | PHILLIPS 66 | $242.88万 | 0.07% | 12,894 | 175 | 1.4% | $3.30万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $244.28万 | 0.07% | 21,470 | 438 | 2.1% | $4.98万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $244.68万 | 0.07% | 48,654 | 9 | 0.0% | $453 | 加仓 |
| ESGV | VANGUARD WORLD FD | $248.69万 | 0.07% | 18,588 | 22 | 0.1% | $2,943 | 加仓 |
| LIN | LINDE PLC | $250.32万 | 0.07% | 4,725 | 469 | 11.0% | $24.85万 | 加仓 |
| URI | UNITED RENTALS INC | $251.78万 | 0.07% | 2,298 | 104 | 4.7% | $11.39万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $254.05万 | 0.07% | 23,465 | -1,790 | -7.1% | -$19.38万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $254.57万 | 0.07% | 19,956 | -475 | -2.3% | -$6.06万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $255.69万 | 0.07% | 10,172 | -344 | -3.3% | -$8.65万 | 减仓 |
| T | AT&T INC | $256.20万 | 0.07% | 121,250 | -6,608 | -5.2% | -$13.96万 | 减仓 |
| SMH | VANECK ETF TRUST | $256.79万 | 0.07% | 4,203 | -79 | -1.8% | -$4.83万 | 减仓 |
| BA | BOEING CO | $257.82万 | 0.07% | 11,599 | 259 | 2.3% | $5.76万 | 加仓 |
| BLK | BLACKROCK INC | $259.67万 | 0.07% | 2,506 | 47 | 1.9% | $4.87万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $260.67万 | 0.07% | 9,624 | 594 | 6.6% | $16.09万 | 加仓 |
| CPNG | COUPANG INC | $262.58万 | 0.07% | 139,669 | 77,970 | 126.4% | $146.58万 | 加仓 |
| CI | THE CIGNA GROUP | $270.49万 | 0.07% | 9,217 | 1,708 | 22.7% | $50.12万 | 加仓 |
| ETN | EATON CORP PLC | $274.06万 | 0.08% | 6,729 | 157 | 2.4% | $6.39万 | 加仓 |
| HNGE | HINGE HEALTH INC | $275.08万 | 0.08% | 30,978 | -102,325 | -76.8% | -$908.65万 | 减仓 |
| DGRO | ISHARES TR | $275.80万 | 0.08% | 35,791 | -1,448 | -3.9% | -$11.16万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $279.49万 | 0.08% | 35,554 | 78 | 0.2% | $6,132 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $283.92万 | 0.08% | 15,400 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $292.86万 | 0.08% | 7,787 | -1,174 | -13.1% | -$44.15万 | 减仓 |
| IWV | ISHARES TR | $293.97万 | 0.08% | 6,843 | 14 | 0.2% | $6,014 | 加仓 |
| TJX | TJX COS INC NEW | $302.37万 | 0.08% | 19,980 | 422 | 2.2% | $6.39万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $305.68万 | 0.08% | 46,577 | 483 | 1.0% | $3.17万 | 加仓 |
| PGR | PROGRESSIVE CORP | $306.70万 | 0.08% | 13,293 | 5,603 | 72.9% | $129.27万 | 加仓 |
| AMGN | AMGEN INC | $314.92万 | 0.09% | 8,666 | 231 | 2.7% | $8.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $320.47万 | 0.09% | 9,833 | 737 | 8.1% | $24.02万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $321.12万 | 0.09% | 32,996 | -6,608 | -16.7% | -$64.31万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $321.82万 | 0.09% | 55,448 | 498 | 0.9% | $2.89万 | 加仓 |
| MS | MORGAN STANLEY | $323.43万 | 0.09% | 14,551 | 125 | 0.9% | $2.78万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $325.17万 | 0.09% | 13,789 | 715 | 5.5% | $16.86万 | 加仓 |
| PWR | QUANTA SVCS INC | $332.97万 | 0.09% | 5,056 | -8 | -0.2% | -$5,268 | 减仓 |
| VOE | VANGUARD INDEX FDS | $332.98万 | 0.09% | 16,537 | -246 | -1.5% | -$4.95万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $336.25万 | 0.09% | 17,964 | 13,440 | 297.1% | $251.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $342.07万 | 0.09% | 76,679 | 17 | 0.0% | $758 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $344.73万 | 0.09% | 7,941 | -752 | -8.7% | -$32.65万 | 减仓 |
| MRK | MERCK & CO INC | $349.49万 | 0.10% | 28,290 | 2,429 | 9.4% | $30.01万 | 加仓 |
| HD | HOME DEPOT INC | $352.87万 | 0.10% | 10,279 | -1,293 | -11.2% | -$44.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $355.09万 | 0.10% | 12,349 | -898 | -6.8% | -$25.82万 | 减仓 |
| INTC | INTEL CORP | $355.84万 | 0.10% | 32,396 | 3,750 | 13.1% | $41.19万 | 加仓 |
| RLI | RLI CORP | $363.39万 | 0.10% | 59,916 | 59,916 | — | $363.39万 | 新建仓 |
| C | CITIGROUP INC | $367.63万 | 0.10% | 26,112 | 803 | 3.2% | $11.31万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $368.99万 | 0.10% | 106,492 | 743 | 0.7% | $2.57万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $371.45万 | 0.10% | 9,669 | 159 | 1.7% | $6.11万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $371.55万 | 0.10% | 124,933 | -3,765 | -2.9% | -$11.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $375.39万 | 0.10% | 3,905 | 22 | 0.6% | $2.11万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $376.45万 | 0.10% | 64,284 | -1,320 | -2.0% | -$7.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $376.49万 | 0.10% | 21,343 | 248 | 1.2% | $4.37万 | 加仓 |
| APP | APPLOVIN CORP | $386.52万 | 0.11% | 7,624 | 54 | 0.7% | $2.74万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $390.82万 | 0.11% | 44,126 | 1,085 | 2.5% | $9.61万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $397.80万 | 0.11% | 13,161 | 208 | 1.6% | $6.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $403.00万 | 0.11% | 27,408 | 457 | 1.7% | $6.72万 | 加仓 |
| APH | AMPHENOL CORP | $414.31万 | 0.11% | 26,048 | 616 | 2.4% | $9.80万 | 加仓 |
| DGRW | WISDOMTREE TR | $415.62万 | 0.11% | 42,816 | -25 | -0.1% | -$2,427 | 减仓 |
| GILD | GILEAD SCIENCES INC | $423.22万 | 0.12% | 32,598 | -179 | -0.5% | -$2.32万 | 减仓 |
| RTX | RTX CORPORATION | $428.21万 | 0.12% | 21,855 | 811 | 3.9% | $15.89万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $442.81万 | 0.12% | 12,631 | 459 | 3.8% | $16.09万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $443.15万 | 0.12% | 23,703 | 841 | 3.7% | $15.72万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $443.85万 | 0.12% | 6 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $454.29万 | 0.12% | 24,453 | 11 | 0.0% | $2,044 | 加仓 |
| IVW | ISHARES TR | $454.88万 | 0.12% | 32,822 | -220 | -0.7% | -$3.05万 | 减仓 |
| BAC | BANK OF AMER CORP | $455.79万 | 0.13% | 76,386 | 4,368 | 6.1% | $26.06万 | 加仓 |
| KLAC | KLA CORP | $466.19万 | 0.13% | 20,136 | 706 | 3.6% | $16.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $489.10万 | 0.13% | 20,206 | -916 | -4.3% | -$22.17万 | 减仓 |
| NYF | ISHARES TR | $507.05万 | 0.14% | 94,537 | 35,975 | 61.4% | $192.95万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $510.14万 | 0.14% | 64,739 | 23,817 | 58.2% | $187.68万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $519.72万 | 0.14% | 32,269 | 2,086 | 6.9% | $33.60万 | 加仓 |
| ADI | ANALOG DEVICES INC | $526.71万 | 0.14% | 13,312 | 355 | 2.7% | $14.05万 | 加仓 |
| IWM | ISHARES TR | $529.11万 | 0.15% | 17,876 | 2,552 | 16.7% | $75.54万 | 加仓 |
| SNDK | SANDISK CORP | $545.17万 | 0.15% | 2,845 | 348 | 13.9% | $66.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $559.07万 | 0.15% | 13,166 | 122 | 0.9% | $5.18万 | 加仓 |