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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $3.22亿 | 10.19% | 4,740,776 | 432,212 | 10.0% | $2,931.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.85亿 | 5.88% | 3,280,863 | 253,553 | 8.4% | $1,432.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.59亿 | 5.03% | 475,275 | 49,390 | 11.6% | $1,648.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.21亿 | 3.82% | 194,068 | 6,285 | 3.3% | $390.51万 | 加仓 |
| IEFA | ISHARES TR | $1.11亿 | 3.50% | 1,158,252 | 49,757 | 4.5% | $474.78万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1.04亿 | 3.31% | 1,356,285 | 205,526 | 17.9% | $1,583.52万 | 加仓 |
| GOVT | ISHARES TR | $1.00亿 | 3.17% | 4,370,401 | 544,772 | 14.2% | $1,247.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,239.72万 | 2.61% | 452,533 | -5,694 | -1.2% | -$103.68万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $7,959.58万 | 2.52% | 1,587,787 | 265,487 | 20.1% | $1,330.89万 | 加仓 |
| AAPL | APPLE INC | $7,388.28万 | 2.34% | 285,372 | 2,519 | 0.9% | $65.22万 | 加仓 |
| IEMG | ISHARES INC | $6,643.98万 | 2.11% | 896,140 | 29,604 | 3.4% | $219.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $5,606.04万 | 1.78% | 13,315 | 12,751 | 2,260.8% | $5,368.58万 | 加仓 |
| MUB | ISHARES TR | $5,044.12万 | 1.60% | 472,473 | 6,901 | 1.5% | $73.68万 | 加仓 |
| GOOG | ALPHABET INC | $5,023.42万 | 1.59% | 159,605 | 53,192 | 50.0% | $1,674.17万 | 加仓 |
| GOOGL | ALPHABET INC | $4,707.24万 | 1.49% | 148,344 | 42,281 | 39.9% | $1,341.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,976.23万 | 1.26% | 106,223 | -4,096 | -3.7% | -$153.32万 | 减仓 |
| AMZN | AMAZON COM INC | $3,748.05万 | 1.19% | 169,403 | 4,935 | 3.0% | $109.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,735.39万 | 1.18% | 265,373 | 1,899 | 0.7% | $26.73万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,294.75万 | 1.04% | 682,426 | 56,774 | 9.1% | $274.10万 | 加仓 |
| META | META PLATFORMS INC | $2,914.68万 | 0.92% | 47,593 | 539 | 1.1% | $33.01万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2,776.75万 | 0.88% | 180,872 | -5,961 | -3.2% | -$91.51万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,714.14万 | 0.86% | 1,036,722 | 1,553 | 0.2% | $4.07万 | 加仓 |
| AVGO | BROADCOM INC | $2,686.84万 | 0.85% | 76,629 | -966 | -1.2% | -$33.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,241.36万 | 0.71% | 36,981 | 10,632 | 40.4% | $644.39万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $1,940.88万 | 0.62% | 194,623 | 34,510 | 21.6% | $344.15万 | 加仓 |
| TSLA | TESLA INC | $1,920.48万 | 0.61% | 55,950 | 1,247 | 2.3% | $42.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,793.36万 | 0.57% | 37,381 | 431 | 1.2% | $20.68万 | 加仓 |
| USHY | ISHARES TR | $1,791.48万 | 0.57% | 482,749 | 40,841 | 9.2% | $151.56万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,764.31万 | 0.56% | 59,116 | 3,984 | 7.2% | $118.90万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,639.99万 | 0.52% | 60,051 | 2,444 | 4.2% | $66.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,557.92万 | 0.49% | 50,587 | 2,776 | 5.8% | $85.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,506.99万 | 0.48% | 22,292 | 1,253 | 6.0% | $84.71万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,501.73万 | 0.48% | 189,589 | 95,643 | 101.8% | $757.59万 | 加仓 |
| LLY | ELI LILLY & CO | $1,413.01万 | 0.45% | 14,822 | 303 | 2.1% | $28.89万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,410.52万 | 0.45% | 540,015 | 37,134 | 7.4% | $96.99万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,355.93万 | 0.43% | 138,036 | -228 | -0.2% | -$2.24万 | 减仓 |
| GEV | GE VERNOVA INC | $1,286.82万 | 0.41% | 13,747 | 5,920 | 75.6% | $554.15万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,265.02万 | 0.40% | 494,149 | 1,766 | 0.4% | $4.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,234.05万 | 0.39% | 61,097 | 28,297 | 86.3% | $571.55万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,222.43万 | 0.39% | 144,393 | -14,286 | -9.0% | -$120.95万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,210.41万 | 0.38% | 38,980 | 2,795 | 7.7% | $86.79万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,176.30万 | 0.37% | 144,811 | 12,278 | 9.3% | $99.73万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,172.49万 | 0.37% | 127,708 | -8,887 | -6.5% | -$81.59万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,168.94万 | 0.37% | 110,884 | 373 | 0.3% | $3.93万 | 加仓 |
| IVV | ISHARES TR | $1,095.08万 | 0.35% | 16,128 | 1,648 | 11.4% | $111.90万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,063.04万 | 0.34% | 92,022 | 322 | 0.4% | $3.72万 | 加仓 |
| NFLX | NETFLIX INC. | $1,059.92万 | 0.34% | 106,642 | -2,093 | -1.9% | -$20.80万 | 减仓 |
| — | EXXON MOBIL CORP | $1,057.17万 | 0.34% | 67,672 | 2,282 | 3.5% | $35.65万 | 加仓 |
| VGT | VANGUARD WORLD FD | $976.28万 | 0.31% | 13,209 | 667 | 5.3% | $49.30万 | 加仓 |
| WMT | WALMART INC | $975.63万 | 0.31% | 76,664 | 3,319 | 4.5% | $42.24万 | 加仓 |
| ORCL | ORACLE CORP | $934.13万 | 0.30% | 65,023 | -19,239 | -22.8% | -$276.39万 | 减仓 |
| ABBV | ABBVIE INC | $914.22万 | 0.29% | 43,207 | 1,146 | 2.7% | $24.25万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $910.64万 | 0.29% | 264,567 | -538 | -0.2% | -$1.85万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $896.63万 | 0.28% | 78,144 | 19 | 0.0% | $2,180 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $855.32万 | 0.27% | 59,159 | 12,434 | 26.6% | $179.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $831.14万 | 0.26% | 34,444 | 3,732 | 12.2% | $90.05万 | 加仓 |
| IDEV | ISHARES TR | $823.53万 | 0.26% | 93,710 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $819.80万 | 0.26% | 26,534 | -1,110 | -4.0% | -$34.29万 | 减仓 |
| CMF | ISHARES TR | $812.63万 | 0.26% | 142,044 | -15,382 | -9.8% | -$88.00万 | 减仓 |
| NEM | NEWMONT CORP | $770.59万 | 0.24% | 65,221 | 276 | 0.4% | $3.26万 | 加仓 |
| IJH | ISHARES TR | $759.24万 | 0.24% | 107,648 | 3,629 | 3.5% | $25.60万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $743.57万 | 0.24% | 151,071 | 56 | 0.0% | $2,756 | 加仓 |
| VXF | VANGUARD INDEX FDS | $708.15万 | 0.22% | 32,969 | 18,080 | 121.4% | $388.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $700.51万 | 0.22% | 6,799 | 517 | 8.2% | $53.27万 | 加仓 |
| ITOT | ISHARES TR | $686.21万 | 0.22% | 46,343 | -2,008 | -4.2% | -$29.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $671.66万 | 0.21% | 14,700 | 1,834 | 14.3% | $83.80万 | 加仓 |
| CAT | CATERPILLAR INC | $656.76万 | 0.21% | 8,512 | 325 | 4.0% | $25.08万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $634.54万 | 0.20% | 27,372 | 3,041 | 12.5% | $70.50万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $632.72万 | 0.20% | 70,861 | 127 | 0.2% | $1.13万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $598.48万 | 0.19% | 14,714 | 1,087 | 8.0% | $44.21万 | 加仓 |
| GE | GE AEROSPACE | $575.35万 | 0.18% | 18,677 | -1,688 | -8.3% | -$52.00万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $566.09万 | 0.18% | 25,507 | 247 | 1.0% | $5.48万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $561.04万 | 0.18% | 11,063 | -765 | -6.5% | -$38.80万 | 减仓 |
| IJR | ISHARES TR | $537.67万 | 0.17% | 41,413 | 1,433 | 3.6% | $18.60万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $525.82万 | 0.17% | 5,805 | 219 | 3.9% | $19.84万 | 加仓 |
| AMAT | APPLIED MATLS INC | $517.10万 | 0.16% | 13,406 | -410 | -3.0% | -$15.81万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $514.98万 | 0.16% | 31,998 | 198 | 0.6% | $3.19万 | 加仓 |
| KO | COCA COLA CO | $514.61万 | 0.16% | 66,582 | 1,323 | 2.0% | $10.23万 | 加仓 |
| HNGE | HINGE HEALTH INC | $510.42万 | 0.16% | 133,303 | 133,303 | — | $510.42万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $476.00万 | 0.15% | 21,122 | 3,077 | 17.1% | $69.34万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $463.93万 | 0.15% | 32,777 | 14,929 | 83.6% | $211.31万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $459.05万 | 0.15% | 30,183 | 3,843 | 14.6% | $58.45万 | 加仓 |
| ADI | ANALOG DEVICES INC | $448.59万 | 0.14% | 12,957 | 8,558 | 194.5% | $296.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $432.31万 | 0.14% | 6 | -1 | -14.3% | -$72.05万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $430.98万 | 0.14% | 17,485 | -8,522 | -32.8% | -$210.05万 | 减仓 |
| CSCO | CISCO SYS INC | $430.71万 | 0.14% | 51,459 | 4,854 | 10.4% | $40.63万 | 加仓 |
| RTX | RTX CORPORATION | $428.20万 | 0.14% | 21,044 | 1,349 | 6.8% | $27.45万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $421.85万 | 0.13% | 49,230 | -5,182 | -9.5% | -$44.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $406.89万 | 0.13% | 21,095 | 476 | 2.3% | $9.18万 | 加仓 |
| IWM | ISHARES TR | $399.15万 | 0.13% | 15,324 | 2,428 | 18.8% | $63.24万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $399.13万 | 0.13% | 13,044 | -1,951 | -13.0% | -$59.70万 | 减仓 |
| IVW | ISHARES TR | $393.66万 | 0.12% | 33,042 | 23,817 | 258.2% | $283.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $390.52万 | 0.12% | 26,951 | 476 | 1.8% | $6.90万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $390.28万 | 0.12% | 65,604 | 2,313 | 3.7% | $13.76万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $389.23万 | 0.12% | 40,231 | 175 | 0.4% | $1.69万 | 加仓 |
| HD | HOME DEPOT INC | $389.02万 | 0.12% | 11,572 | -813 | -6.6% | -$27.33万 | 减仓 |
| DGRW | WISDOMTREE TR | $387.58万 | 0.12% | 42,841 | 263 | 0.6% | $2.38万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $385.06万 | 0.12% | 12,172 | -123 | -1.0% | -$3.89万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $375.08万 | 0.12% | 3,883 | 63 | 1.6% | $6.09万 | 加仓 |
| BAC | BANK AMERICA CORP | $373.63万 | 0.12% | 72,018 | -1,989 | -2.7% | -$10.32万 | 减仓 |