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
RTX RTX CORPORATION $428.21万0.12%21,855 8113.9% $15.89万 加仓
GILD GILEAD SCIENCES INC $423.22万0.12%32,598 -179-0.5% -$2.32万 减仓
DGRW WISDOMTREE TR $415.62万0.11%42,816 -25-0.1% -$2,427 减仓
APH AMPHENOL CORP $414.31万0.11%26,048 6162.4% $9.80万 加仓
PG PROCTER & GAMBLE CO $403.00万0.11%27,408 4571.7% $6.72万 加仓
VOT VANGUARD INDEX FDS $397.80万0.11%13,161 2081.6% $6.29万 加仓
VGK VANGUARD INTL EQUITY INDEX F $390.82万0.11%44,126 1,0852.5% $9.61万 加仓
APP APPLOVIN CORP $386.52万0.11%7,624 540.7% $2.74万 加仓
CVX CHEVRON CORPORATION $376.49万0.10%21,343 2481.2% $4.37万 加仓
VGIT VANGUARD SCOTTSDALE FDS $376.45万0.10%64,284 -1,320-2.0% -$7.73万 减仓
PH PARKER-HANNIFIN CORP $375.39万0.10%3,905 220.6% $2.11万 加仓
SCHX SCHWAB STRATEGIC TR $371.55万0.10%124,933 -3,765-2.9% -$11.20万 减仓
CDNS CADENCE DESIGN SYSTEM INC $371.45万0.10%9,669 1591.7% $6.11万 加仓
SCHG SCHWAB STRATEGIC TR $368.99万0.10%106,492 7430.7% $2.57万 加仓
C CITIGROUP INC $367.63万0.10%26,112 8033.2% $11.31万 加仓
RLI RLI CORP $363.39万0.10%59,916 59,916— $363.39万 新建仓
INTC INTEL CORP $355.84万0.10%32,396 3,75013.1% $41.19万 加仓
IBM INTERNATIONAL BUSINESS MACHS $355.09万0.10%12,349 -898-6.8% -$25.82万 减仓
HD HOME DEPOT INC $352.87万0.10%10,279 -1,293-11.2% -$44.39万 减仓
MRK MERCK & CO INC $349.49万0.10%28,290 2,4299.4% $30.01万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $344.73万0.09%7,941 -752-8.7% -$32.65万 减仓
— DIMENSIONAL ETF TRUST $342.07万0.09%76,679 170.0% $758 加仓
CRWD CROWDSTRIKE HLDGS INC $336.25万0.09%17,964 13,440297.1% $251.57万 加仓
VOE VANGUARD INDEX FDS $332.98万0.09%16,537 -246-1.5% -$4.95万 减仓
PWR QUANTA SVCS INC $332.97万0.09%5,056 -8-0.2% -$5,268 减仓
MRVL MARVELL TECHNOLOGY INC $325.17万0.09%13,789 7155.5% $16.86万 加仓
MS MORGAN STANLEY $323.43万0.09%14,551 1250.9% $2.78万 加仓
VGSH VANGUARD SCOTTSDALE FDS $321.82万0.09%55,448 4980.9% $2.89万 加仓
VNQ VANGUARD INDEX FDS $321.12万0.09%32,996 -6,608-16.7% -$64.31万 减仓
PANW PALO ALTO NETWORKS INC $320.47万0.09%9,833 7378.1% $24.02万 加仓
AMGN AMGEN INC $314.92万0.09%8,666 2312.7% $8.39万 加仓
PGR PROGRESSIVE CORP $306.70万0.08%13,293 5,60372.9% $129.27万 加仓
AVES AMERICAN CENTY ETF TR $305.68万0.08%46,577 4831.0% $3.17万 加仓
TJX TJX COS INC NEW $302.37万0.08%19,980 4222.2% $6.39万 加仓
IWV ISHARES TR $293.97万0.08%6,843 140.2% $6,014 加仓
MAR MARRIOTT INTL INC NEW $292.86万0.08%7,787 -1,174-13.1% -$44.15万 减仓
FTC FIRST TR EXCHANGE-TRADED ALP $283.92万0.08%15,400 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $279.49万0.08%35,554 780.2% $6,132 加仓
DGRO ISHARES TR $275.80万0.08%35,791 -1,448-3.9% -$11.16万 减仓
HNGE HINGE HEALTH INC $275.08万0.08%30,978 -102,325-76.8% -$908.65万 减仓
ETN EATON CORP PLC $274.06万0.08%6,729 1572.4% $6.39万 加仓
CI THE CIGNA GROUP $270.49万0.07%9,217 1,70822.7% $50.12万 加仓
CPNG COUPANG INC $262.58万0.07%139,669 77,970126.4% $146.58万 加仓
HWM HOWMET AEROSPACE INC $260.67万0.07%9,624 5946.6% $16.09万 加仓
BLK BLACKROCK INC $259.67万0.07%2,506 471.9% $4.87万 加仓
BA BOEING CO $257.82万0.07%11,599 2592.3% $5.76万 加仓
SMH VANECK ETF TRUST $256.79万0.07%4,203 -79-1.8% -$4.83万 减仓
T AT&T INC $256.20万0.07%121,250 -6,608-5.2% -$13.96万 减仓
CEG CONSTELLATION ENERGY CORP $255.69万0.07%10,172 -344-3.3% -$8.65万 减仓
VONG VANGUARD SCOTTSDALE FDS $254.57万0.07%19,956 -475-2.3% -$6.06万 减仓
VONV VANGUARD SCOTTSDALE FDS $254.05万0.07%23,465 -1,790-7.1% -$19.38万 减仓
URI UNITED RENTALS INC $251.78万0.07%2,298 1044.7% $11.39万 加仓
LIN LINDE PLC $250.32万0.07%4,725 46911.0% $24.85万 加仓
ESGV VANGUARD WORLD FD $248.69万0.07%18,588 220.1% $2,943 加仓
SPDW SPDR INDEX SHS FDS $244.68万0.07%48,654 90.0% $453 加仓
VPL VANGUARD INTL EQUITY INDEX F $244.28万0.07%21,470 4382.1% $4.98万 加仓
PSX PHILLIPS 66 $242.88万0.07%12,894 1751.4% $3.30万 加仓
KVUE KENVUE INC $241.32万0.07%123,879 25,03025.3% $48.76万 加仓
SDY SPDR SERIES TRUST $234.94万0.06%15,220 5,35854.3% $82.71万 加仓
VTHR VANGUARD SCOTTSDALE FDS $234.22万0.06%7,023 1,17520.1% $39.19万 加仓
VLO VALERO ENERGY CORP $233.29万0.06%8,311 6107.9% $17.12万 加仓
WELL WELLTOWER INC $229.99万0.06%9,931 4074.3% $9.43万 加仓
WDC WESTERN DIGITAL CORP $229.60万0.06%3,941 1774.7% $10.31万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $228.14万0.06%41,375 -182-0.4% -$1.00万 减仓
COF CAPITAL ONE FINL CORP $226.94万0.06%11,261 -31-0.3% -$6,247 减仓
RCL ROYAL CARIBBEAN GROUP $226.30万0.06%7,930 -89-1.1% -$2.54万 减仓
NOC NORTHROP GRUMMAN CORP $223.78万0.06%4,147 43111.6% $23.26万 加仓
AVLV AMERICAN CENTY ETF TR $223.43万0.06%24,376 3,74518.2% $34.33万 加仓
RSP INVESCO EXCHANGE TRADED FD T $223.38万0.06%10,424 5805.9% $12.43万 加仓
NEE NEXTERA ENERGY INC $223.11万0.06%25,365 4,96224.3% $43.65万 加仓
QCOM QUALCOMM INC $221.34万0.06%11,701 1060.9% $2.01万 加仓
TXN TEXAS INSTRS INC $220.45万0.06%7,078 6109.4% $19.00万 加仓
SCHA SCHWAB STRATEGIC TR $218.92万0.06%62,711 6,94012.4% $24.23万 加仓
ISRG INTUITIVE SURGICAL INC $218.77万0.06%5,378 -906-14.4% -$36.85万 减仓
IAGG ISHARES TR $217.43万0.06%43,494 7,32920.3% $36.64万 加仓
DUK DUKE ENERGY CORP NEW $216.06万0.06%17,219 1,0156.3% $12.74万 加仓
ABT ABBOTT LABORATORIES $216.04万0.06%23,000 -4,899-17.6% -$46.02万 减仓
CHTR CHARTER COMMUNICATIONS INC $215.95万0.06%16,519 16,519— $215.95万 新建仓
CVS CVS HEALTH CORP $214.92万0.06%20,635 1,5358.0% $15.99万 加仓
BKNG BOOKING HOLDINGS INC $214.62万0.06%12,031 -320,844-96.4% -$5,723.46万 减仓
HYMB SPDR SERIES TRUST $214.15万0.06%84,780 2630.3% $6,643 加仓
COP CONOCOPHILLIPS $212.72万0.06%19,508 2,03511.6% $22.19万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $210.17万0.06%18,345 00.0% — 不变
MCK MCKESSON CORP $206.02万0.06%2,556 1767.4% $14.19万 加仓
— DIMENSIONAL ETF TRUST $204.48万0.06%52,701 140.0% $543 加仓
EFA ISHARES TR $202.07万0.06%19,369 -999-4.9% -$10.42万 减仓
SOXX ISHARES TR $200.54万0.06%3,450 49616.8% $28.83万 加仓
CB CHUBB LIMITED $199.74万0.05%5,743 3596.7% $12.49万 加仓
DE DEERE & CO $199.14万0.05%3,393 1283.9% $7.51万 加仓
MPC MARATHON PETE CORP $199.01万0.05%7,014 4647.1% $13.17万 加仓
CRM SALESFORCE INC $197.78万0.05%12,110 -5,292-30.4% -$86.43万 减仓
QQQM INVESCO EXCH TRADED FD TR II $194.70万0.05%6,518 6,518— $194.70万 新建仓
IWB ISHARES TR $194.48万0.05%4,708 67216.7% $27.76万 加仓
BRO BROWN & BROWN INC $194.39万0.05%28,730 28,730— $194.39万 新建仓
HYD VANECK ETF TRUST $193.99万0.05%37,836 2000.5% $1.03万 加仓
SCHW SCHWAB CHARLES CORP $193.29万0.05%18,745 -160-0.8% -$1.65万 减仓
TSCO TRACTOR SUPPLY CO $192.65万0.05%63,308 55,235684.2% $168.08万 加仓
DLN WISDOMTREE TR $192.24万0.05%19,616 00.0% — 不变
GLW CORNING INC $190.14万0.05%9,961 4434.7% $8.46万 加仓
CTAS CINTAS CORP $188.98万0.05%10,520 2532.5% $4.54万 加仓