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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $373.34万 | 0.12% | 43,041 | 2 | 0.0% | $173 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $364.83万 | 0.12% | 39,604 | 5,916 | 17.6% | $54.50万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $351.12万 | 0.11% | 12,953 | 108 | 0.8% | $2.93万 | 加仓 |
| T | AT&T INC | $349.69万 | 0.11% | 127,858 | 2,845 | 2.3% | $7.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $346.32万 | 0.11% | 24,442 | -2,771 | -10.2% | -$39.26万 | 减仓 |
| APH | AMPHENOL CORP | $344.15万 | 0.11% | 25,432 | 270 | 1.1% | $3.65万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $342.98万 | 0.11% | 128,698 | 84 | 0.1% | $2,239 | 加仓 |
| ANET | ARISTA NETWORKS INC | $331.66万 | 0.11% | 22,862 | 2,500 | 12.3% | $36.27万 | 加仓 |
| KLAC | KLA CORP | $324.96万 | 0.10% | 1,943 | 64 | 3.4% | $10.70万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $321.07万 | 0.10% | 54,950 | -3,552 | -6.1% | -$20.75万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $320.95万 | 0.10% | 105,749 | 25 | 0.0% | $759 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $320.70万 | 0.10% | 40,922 | 16 | 0.0% | $1,254 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $320.24万 | 0.10% | 13,247 | -183 | -1.4% | -$4.42万 | 减仓 |
| MRK | MERCK & CO INC | $318.55万 | 0.10% | 25,861 | 2,330 | 9.9% | $28.70万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $318.19万 | 0.10% | 16,783 | -747 | -4.3% | -$14.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $318.08万 | 0.10% | 8,693 | -167 | -1.9% | -$6.11万 | 减仓 |
| TJX | TJX COS INC NEW | $316.13万 | 0.10% | 19,558 | 1,604 | 8.9% | $25.93万 | 加仓 |
| NYF | ISHARES TR | $312.66万 | 0.10% | 58,562 | 5,772 | 10.9% | $30.82万 | 加仓 |
| C | CITIGROUP INC | $312.54万 | 0.10% | 25,309 | 1,048 | 4.3% | $12.94万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $312.38万 | 0.10% | 8,961 | 5,067 | 130.1% | $176.63万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $310.20万 | 0.10% | 100,519 | 802 | 0.8% | $2.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $309.64万 | 0.10% | 76,662 | -15,319 | -16.7% | -$61.87万 | 减仓 |
| CRM | SALESFORCE INC | $306.93万 | 0.10% | 17,402 | -1,560 | -8.2% | -$27.51万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $298.93万 | 0.09% | 10,516 | 428 | 4.2% | $12.17万 | 加仓 |
| APP | APPLOVIN CORP | $296.14万 | 0.09% | 7,570 | 79 | 1.1% | $3.09万 | 加仓 |
| AMGN | AMGEN INC | $295.06万 | 0.09% | 8,435 | -106 | -1.2% | -$3.71万 | 减仓 |
| PWR | QUANTA SVCS INC | $291.81万 | 0.09% | 5,064 | 89 | 1.8% | $5.13万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $290.50万 | 0.09% | 6,284 | 67 | 1.1% | $3.10万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $290.44万 | 0.09% | 46,094 | -52 | -0.1% | -$3,276 | 减仓 |
| ABT | ABBOTT LABORATORIES | $288.92万 | 0.09% | 27,899 | -3,380 | -10.8% | -$35.00万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $281.11万 | 0.09% | 35,476 | -3,944 | -10.0% | -$31.25万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $278.68万 | 0.09% | 22,963 | -899 | -3.8% | -$10.91万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $275.31万 | 0.09% | 9,510 | 358 | 3.9% | $10.36万 | 加仓 |
| BOXX | EA SERIES TRUST | $273.14万 | 0.09% | 23,492 | 8,628 | 58.0% | $100.32万 | 加仓 |
| DGRO | ISHARES TR | $268.19万 | 0.09% | 37,239 | 155 | 0.4% | $1.12万 | 加仓 |
| MCD | MCDONALDS CORP | $265.49万 | 0.08% | 8,648 | 720 | 9.1% | $22.10万 | 加仓 |
| IWV | ISHARES TR | $263.15万 | 0.08% | 6,829 | -2,026 | -22.9% | -$78.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $258.49万 | 0.08% | 63,951 | 15,039 | 30.7% | $60.79万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $255.44万 | 0.08% | 3,716 | 131 | 3.7% | $9.01万 | 加仓 |
| MS | MORGAN STANLEY | $253.93万 | 0.08% | 14,426 | 804 | 5.9% | $14.15万 | 加仓 |
| ETN | EATON CORP PLC | $253.40万 | 0.08% | 6,572 | 404 | 6.5% | $15.58万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $250.87万 | 0.08% | 15,400 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $246.99万 | 0.08% | 11,340 | 1,741 | 18.1% | $37.92万 | 加仓 |
| BLK | BLACKROCK INC | $246.24万 | 0.08% | 2,459 | -257 | -9.5% | -$25.74万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $246.01万 | 0.08% | 25,255 | -2,189 | -8.0% | -$21.32万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $234.76万 | 0.07% | 48,645 | 287 | 0.6% | $1.39万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $232.98万 | 0.07% | 20,431 | -3,878 | -16.0% | -$44.22万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $225.75万 | 0.07% | 9,030 | -28 | -0.3% | -$7,000 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $223.94万 | 0.07% | 8,019 | 115 | 1.5% | $3.21万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $221.71万 | 0.07% | 41,557 | -9,425 | -18.5% | -$50.28万 | 减仓 |
| — | HONEYWELL INTL INC | $220.96万 | 0.07% | 9,505 | 397 | 4.4% | $9.23万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $220.66万 | 0.07% | 21,032 | -1,978 | -8.6% | -$20.75万 | 减仓 |
| COP | CONOCOPHILLIPS | $218.79万 | 0.07% | 17,473 | 1,716 | 10.9% | $21.49万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $217.71万 | 0.07% | 18,566 | -593 | -3.1% | -$6.95万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $217.32万 | 0.07% | 11,292 | 1,086 | 10.6% | $20.90万 | 加仓 |
| LOW | LOWES COS INC | $215.27万 | 0.07% | 8,835 | 159 | 1.8% | $3.87万 | 加仓 |
| PSX | PHILLIPS 66 | $213.68万 | 0.07% | 12,719 | 1,034 | 8.8% | $17.37万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $213.24万 | 0.07% | 16,204 | 781 | 5.1% | $10.28万 | 加仓 |
| LIN | LINDE PLC | $212.99万 | 0.07% | 4,256 | 496 | 13.2% | $24.82万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $211.55万 | 0.07% | 84,517 | 22 | 0.0% | $551 | 加仓 |
| CI | THE CIGNA GROUP | $208.42万 | 0.07% | 7,509 | 95 | 1.3% | $2.64万 | 加仓 |
| EFA | ISHARES TR | $208.14万 | 0.07% | 20,368 | 4,288 | 26.7% | $43.82万 | 加仓 |
| MCK | MCKESSON CORP | $207.35万 | 0.07% | 2,380 | 23 | 1.0% | $2.00万 | 加仓 |
| DE | DEERE & CO | $198.96万 | 0.06% | 3,265 | 44 | 1.4% | $2.68万 | 加仓 |
| SNDK | SANDISK CORP | $194.99万 | 0.06% | 2,497 | 753 | 43.2% | $58.80万 | 加仓 |
| WELL | WELLTOWER INC | $194.95万 | 0.06% | 9,524 | 245 | 2.6% | $5.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $194.88万 | 0.06% | 9,844 | 7,492 | 318.5% | $148.32万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $192.95万 | 0.06% | 4,524 | 314 | 7.5% | $13.39万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $192.13万 | 0.06% | 20,403 | 1,792 | 9.6% | $16.88万 | 加仓 |
| SPGI | S&P GLOBAL INC | $191.53万 | 0.06% | 4,383 | -743 | -14.5% | -$32.47万 | 减仓 |
| HYD | VANECK ETF TRUST | $191.49万 | 0.06% | 37,636 | -1,837 | -4.7% | -$9.35万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $190.60万 | 0.06% | 26,333 | -733 | -2.7% | -$5.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $190.57万 | 0.06% | 52,687 | 1,582 | 3.1% | $5.72万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $189.14万 | 0.06% | 22,780 | 798 | 3.6% | $6.63万 | 加仓 |
| VLO | VALERO ENERGY CORP | $184.54万 | 0.06% | 7,701 | 124 | 1.6% | $2.97万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $182.81万 | 0.06% | 18,905 | 835 | 4.6% | $8.07万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $182.61万 | 0.06% | 3,615 | 46 | 1.3% | $2.32万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $182.51万 | 0.06% | 4,076 | 246 | 6.4% | $11.02万 | 加仓 |
| IDXX | IDEXX LABS INC | $181.93万 | 0.06% | 3,074 | 108 | 3.6% | $6.39万 | 加仓 |
| IAGG | ISHARES TR | $181.30万 | 0.06% | 36,165 | 174 | 0.5% | $8,723 | 加仓 |
| SMH | VANECK ETF TRUST | $181.08万 | 0.06% | 4,282 | -316 | -6.9% | -$13.36万 | 减仓 |
| DLN | WISDOMTREE TR | $179.72万 | 0.06% | 19,616 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $179.26万 | 0.06% | 10,267 | 316 | 3.2% | $5.52万 | 加仓 |
| CB | CHUBB LTD SWITZ | $179.10万 | 0.06% | 5,384 | 140 | 2.7% | $4.66万 | 加仓 |
| WMB | WILLIAMS COS INC | $179.09万 | 0.06% | 24,529 | -471 | -1.9% | -$3.44万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $178.00万 | 0.06% | 18,345 | 1 | 0.0% | $97 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $174.76万 | 0.06% | 5,848 | 237 | 4.2% | $7.08万 | 加仓 |
| CIEN | CIENA CORP | $174.29万 | 0.06% | 3,528 | 256 | 7.8% | $12.65万 | 加仓 |
| SO | SOUTHERN CO | $174.06万 | 0.06% | 17,913 | -377 | -2.1% | -$3.66万 | 减仓 |
| PEP | PEPSICO INC | $173.34万 | 0.05% | 11,198 | 1,012 | 9.9% | $15.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $173.10万 | 0.05% | 2,754 | -246 | -8.2% | -$15.46万 | 减仓 |
| ASML | ASML HLDG NV | $172.23万 | 0.05% | 1,212 | -15 | -1.2% | -$2.13万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $171.94万 | 0.05% | 20,631 | 145 | 0.7% | $1.21万 | 加仓 |
| SSRM | SSR MINING IN | $171.73万 | 0.05% | 48,954 | -60 | -0.1% | -$2,105 | 减仓 |
| KVUE | KENVUE INC | $171.40万 | 0.05% | 98,849 | 15,022 | 17.9% | $26.05万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $170.60万 | 0.05% | 55,771 | 5,180 | 10.2% | $15.85万 | 加仓 |
| FAST | FASTENAL CO | $169.31万 | 0.05% | 35,142 | 16,807 | 91.7% | $80.98万 | 加仓 |
| INTC | INTEL CORP | $168.87万 | 0.05% | 28,646 | 7,702 | 36.8% | $45.40万 | 加仓 |
| DIS | DISNEY WALT CO | $168.03万 | 0.05% | 16,942 | -869 | -4.9% | -$8.62万 | 减仓 |
| URI | UNITED RENTALS INC | $166.91万 | 0.05% | 2,194 | -54 | -2.4% | -$4.11万 | 减仓 |