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
SCHJ SCHWAB STRATEGIC TR $00.00%0 -23,674-100.0% -$58.52万 清仓
CCL CARNIVAL CORP $00.00%0 -19,460-100.0% -$54.55万 清仓
EFX EQUIFAX INC $00.00%0 -2,549-100.0% -$47.00万 清仓
— COTERRA ENERGY INC $00.00%0 -12,409-100.0% -$41.52万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,992-100.0% -$38.61万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -4,585-100.0% -$35.89万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -8,762-100.0% -$35.65万 清仓
CACI CACI INTL INC $00.00%0 -571-100.0% -$33.03万 清仓
— TOPBUILD COR $00.00%0 -771-100.0% -$29.42万 清仓
VUSB VANGUARD BD INDEX FDS $00.00%0 -5,859-100.0% -$29.11万 清仓
FISV FISERV INC $00.00%0 -5,006-100.0% -$28.35万 清仓
AOS SMITH A O CORP $00.00%0 -4,061-100.0% -$27.11万 清仓
— FRANKLIN TEMPLETON ETF TR $00.00%0 -6,114-100.0% -$26.15万 清仓
VOX VANGUARD WORLD FD $00.00%0 -1,391-100.0% -$26.11万 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -4,777-100.0% -$26.08万 清仓
MKC MCCORMICK & CO INC $00.00%0 -5,087-100.0% -$25.69万 清仓
USIG ISHARES TR $00.00%0 -4,899-100.0% -$25.17万 清仓
MTD METTLER TOLEDO INTERNATIONAL $00.00%0 -190-100.0% -$25.13万 清仓
EUFN ISHARES TR $00.00%0 -6,707-100.0% -$24.93万 清仓
IWN ISHARES TR $00.00%0 -1,230-100.0% -$24.40万 清仓
SPBO SPDR SERIES TRUST $00.00%0 -8,186-100.0% -$23.84万 清仓
BMRN BIOMARIN PHARMACEUTICAL INC $00.00%0 -4,084-100.0% -$23.36万 清仓
TRMB TRIMBLE INC $00.00%0 -3,500-100.0% -$23.36万 清仓
IDEQ LAZARD ACTIVE ETF TR $00.00%0 -6,905-100.0% -$23.25万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,432-100.0% -$23.01万 清仓
J JACOBS SOLUTIONS INC $00.00%0 -1,649-100.0% -$21.63万 清仓
CAI CARIS LIFE SCIENCES INC $00.00%0 -10,715-100.0% -$20.91万 清仓
HAS HASBRO INC $00.00%0 -2,195-100.0% -$20.60万 清仓
DXJ WISDOMTREE TR $00.00%0 -1,211-100.0% -$20.26万 清仓
VKTX VIKING THERAPEUTICS INC $00.00%0 -6,012-100.0% -$20.24万 清仓
ASTS AST SPACEMOBILE INC $00.00%0 -2,086-100.0% -$20.12万 清仓
HE HAWAIIAN ELEC INDS INC MTN B $00.00%0 -11,587-100.0% -$17.99万 清仓
AEG AEGON LTD $00.00%0 -10,736-100.0% -$8.35万 清仓
OCGN OCUGEN INC $2.17万0.00%14,765 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC $3.08万0.00%15,010 -4,563-23.3% -$9,354 减仓
WOOF PETCO HEALTH & WELLNESS CO I $3.44万0.00%13,442 -3,506-20.7% -$8,975 减仓
GTM ZOOMINFO TECHNOLOGIES INC $3.65万0.00%12,486 12,486— $3.65万 新建仓
UWMC UWM HOLDINGS CORPORATION $4.32万0.00%20,768 -838-3.9% -$1,743 减仓
RXRX RECURSION PHARMACEUTICALS IN $6.74万0.00%18,943 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $8.17万0.00%13,796 2,56822.9% $1.52万 加仓
NWL NEWELL BRANDS INC $9.71万0.00%18,772 -719-3.7% -$3,717 减仓
FLO FLOWERS FOODS INC $9.77万0.00%11,713 11,713— $9.77万 新建仓
MU MICRON TECHNOLOGY INC 看涨期权 $9.79万0.00%100 100— $9.79万 新建仓
MU MICRON TECHNOLOGY INC 看跌期权 $9.79万0.00%100 100— $9.79万 新建仓
PTON PELOTON INTERACTIVE INC $9.97万0.00%17,009 00.0% — 不变
HUN HUNTSMAN CORP $12.09万0.00%10,862 10,862— $12.09万 新建仓
TSLA TESLA INC 看涨期权 $12.23万0.00%300 300— $12.23万 新建仓
SNAP SNAP INC $12.90万0.00%27,571 710.3% $332 加仓
— ATAIBECKLEY INC $12.93万0.00%25,000 00.0% — 不变
OGN ORGANON & CO $13.59万0.00%10,055 -17,834-63.9% -$24.11万 重新持有
LWLG LIGHTWAVE LOGIC INC $14.68万0.00%21,500 21,500— $14.68万 新建仓
QS QUANTUMSCAPE CORP $16.40万0.00%24,919 2,0328.9% $1.34万 加仓
VRRM VERRA MOBILITY CORP $16.62万0.00%40,329 40,329— $16.62万 新建仓
LYG LLOYDS BANKING GROUP PLC $16.79万0.00%27,983 -5,422-16.2% -$3.25万 减仓
CAG CONAGRA BRANDS INC $17.05万0.00%12,326 -16,402-57.1% -$22.68万 重新持有
GPK GRAPHIC PACKAGING HLDG CO $17.94万0.00%17,451 17,451— $17.94万 新建仓
FMC FMC CORP $18.14万0.00%16,628 16,628— $18.14万 新建仓
DRVN DRIVEN BRANDS HLDGS INC $18.83万0.01%12,147 -1,463-10.7% -$2.27万 减仓
RMT ROYCE MICRO-CAP TR INC $19.57万0.01%13,886 00.0% — 不变
VSTS VESTIS CORPORATION $19.68万0.01%13,544 00.0% — 不变
RVT ROYCE SMALL CAP TRUST INC $19.96万0.01%11,023 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $20.04万0.01%4,091 4,091— $20.04万 新建仓
MPT MEDICAL PROPERTIES TRUST INC $20.04万0.01%44,442 -27,558-38.3% -$12.43万 减仓
MANH MANHATTAN ASSOCIATES INC $20.04万0.01%1,294 1,294— $20.04万 新建仓
SWKS SKYWORKS SOLUTIONS INC $20.05万0.01%3,321 3,321— $20.05万 新建仓
MSLC MORGAN STANLEY PATHWAY FDS $20.08万0.01%3,377 3,377— $20.08万 新建仓
WTRG ESSENTIAL UTILS INC $20.09万0.01%5,207 5,207— $20.09万 新建仓
SHYG ISHARES TR $20.09万0.01%4,759 -2,732-36.5% -$11.54万 减仓
LYFT LYFT INC $20.10万0.01%12,875 9778.2% $1.53万 加仓
CFR CULLEN FROST BANKERS INC $20.21万0.01%1,288 1,288— $20.21万 新建仓
IQV IQVIA HLDGS INC $20.27万0.01%975 975— $20.27万 新建仓
Z ZILLOW GROUP INC $20.27万0.01%6,296 1,23124.3% $3.96万 加仓
AGX ARGAN INC $20.30万0.01%322 322— $20.30万 新建仓
TEAM ATLASSIAN CORPORATION $20.36万0.01%2,291 2,291— $20.36万 新建仓
LFUS LITTELFUSE INC $20.38万0.01%491 491— $20.38万 新建仓
IQLT ISHARES TR $20.46万0.01%4,128 4,128— $20.46万 新建仓
JEF JEFFERIES FINANCIAL GROUP IN $20.53万0.01%3,942 82326.4% $4.29万 重新持有
SGOL ETFS GOLD TR $20.55万0.01%5,253 00.0% — 不变
BDX BECTON DICKINSON & CO $20.57万0.01%1,354 -197-12.7% -$2.99万 重新持有
SEIC SEI INVTS CO $20.75万0.01%2,174 2,174— $20.75万 新建仓
MSTR STRATEGY INC $20.77万0.01%2,194 -2,557-53.8% -$24.20万 减仓
MTUM ISHARES TR $20.80万0.01%646 646— $20.80万 新建仓
NNN NNN REIT INC $20.81万0.01%4,450 4,450— $20.81万 新建仓
SNEX STONEX GROUP INC $20.81万0.01%1,768 1,768— $20.81万 新建仓
RIO RIO TINTO PLC $20.82万0.01%2,300 -380-14.2% -$3.44万 减仓
STE STERIS PLC $20.97万0.01%971 -227-18.9% -$4.90万 减仓
GSK GSK PLC $20.99万0.01%3,977 110.3% $581 加仓
EGP EASTGROUP PPTYS INC $21.00万0.01%1,002 1,002— $21.00万 新建仓
ATO ATMOS ENERGY CORP $21.07万0.01%1,196 554.8% $9,692 加仓
FERG FERGUSON ENTERPRISES INC $21.12万0.01%928 -16-1.7% -$3,641 减仓
DTE DTE ENERGY CO $21.36万0.01%1,421 1,421— $21.36万 新建仓
PSA PUBLIC STORAGE $21.38万0.01%667 667— $21.38万 新建仓
PODD INSULET CORP $21.39万0.01%1,326 -418-24.0% -$6.74万 减仓
VOOG VANGUARD ADMIRAL FDS INC $21.39万0.01%2,568 2,568— $21.39万 新建仓
SHC SOTERA HEALTH CO $21.40万0.01%11,616 4734.2% $8,713 加仓
KDP KEURIG DR PEPPER INC $21.46万0.01%6,775 6,775— $21.46万 新建仓
HEI HEICO CORP NEW $21.51万0.01%613 613— $21.51万 新建仓
ALLY ALLY FINL INC $21.65万0.01%4,748 4,748— $21.65万 新建仓
EQH EQUITABLE HLDGS INC $21.70万0.01%4,617 4,617— $21.70万 新建仓
ROP ROPER TECHNOLOGIES INC $21.82万0.01%613 -34-5.3% -$1.21万 减仓