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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $166.75万 | 0.05% | 30,285 | 8,633 | 39.9% | $47.53万 | 加仓 |
| SMLF | ISHARES TR | $166.38万 | 0.05% | 21,170 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $164.21万 | 0.05% | 5,177 | 259 | 5.3% | $8.22万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $164.14万 | 0.05% | 34,166 | 3,803 | 12.5% | $18.27万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $163.96万 | 0.05% | 19,165 | 2,725 | 16.6% | $23.31万 | 加仓 |
| BSVO | EA SERIES TRUST | $159.42万 | 0.05% | 60,468 | -385 | -0.6% | -$1.02万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $158.12万 | 0.05% | 3,490 | -131 | -3.6% | -$5.94万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $158.07万 | 0.05% | 9,096 | -439 | -4.6% | -$7.63万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $157.59万 | 0.05% | 21,376 | -3,880 | -15.4% | -$28.60万 | 减仓 |
| GLW | CORNING INC | $157.15万 | 0.05% | 9,518 | 2,012 | 26.8% | $33.22万 | 加仓 |
| SBUX | STARBUCKS CORP | $155.44万 | 0.05% | 15,990 | 1,695 | 11.9% | $16.48万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $155.06万 | 0.05% | 1,181 | 77 | 7.0% | $10.11万 | 加仓 |
| IAUM | ISHARES GOLD TR | $154.78万 | 0.05% | 32,827 | -26,496 | -44.7% | -$124.93万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $153.05万 | 0.05% | 10,354 | -74 | -0.7% | -$1.09万 | 减仓 |
| GDX | VANECK ETF TRUST | $152.91万 | 0.05% | 15,574 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $152.33万 | 0.05% | 7,690 | -502 | -6.1% | -$9.94万 | 减仓 |
| MPC | MARATHON PETE CORP | $151.94万 | 0.05% | 6,550 | -42 | -0.6% | -$9,743 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $150.74万 | 0.05% | 29,442 | -858 | -2.8% | -$4.39万 | 减仓 |
| CVS | CVS HEALTH CORP | $150.49万 | 0.05% | 19,100 | 3,795 | 24.8% | $29.90万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $150.18万 | 0.05% | 3,383 | 165 | 5.1% | $7.32万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $149.64万 | 0.05% | 13,074 | 3,537 | 37.1% | $40.48万 | 加仓 |
| IWB | ISHARES TR | $149.62万 | 0.05% | 4,036 | -444 | -9.9% | -$16.46万 | 减仓 |
| USB | US BANCORP | $149.58万 | 0.05% | 27,020 | -689 | -2.5% | -$3.81万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $148.77万 | 0.05% | 3,310 | 137 | 4.3% | $6.16万 | 加仓 |
| QCOM | QUALCOMM INC | $147.85万 | 0.05% | 11,595 | -1,754 | -13.1% | -$22.37万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $147.53万 | 0.05% | 15,853 | 95 | 0.6% | $8,841 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $147.18万 | 0.05% | 11,679 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $147.17万 | 0.05% | 13,813 | -783 | -5.4% | -$8.34万 | 减仓 |
| ROST | ROSS STORES INC | $146.64万 | 0.05% | 6,533 | 22 | 0.3% | $4,938 | 加仓 |
| SDY | SPDR SERIES TRUST | $146.18万 | 0.05% | 9,862 | 5,393 | 120.7% | $79.94万 | 加仓 |
| TMUS | T-MOBILE US INC | $144.37万 | 0.05% | 7,305 | 513 | 7.6% | $10.14万 | 加仓 |
| WM | WASTE MGMT INC DEL | $144.29万 | 0.05% | 6,235 | 918 | 17.3% | $21.24万 | 加仓 |
| NET | CLOUDFLARE INC | $143.90万 | 0.05% | 6,812 | 1,464 | 27.4% | $30.93万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $142.85万 | 0.05% | 38,988 | 28 | 0.1% | $1,026 | 加仓 |
| PFE | PFIZER INC | $142.12万 | 0.05% | 51,735 | 14,744 | 39.9% | $40.50万 | 加仓 |
| DBEF | DBX ETF TR | $142.08万 | 0.05% | 27,488 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $142.02万 | 0.05% | 242 | 1 | 0.4% | $5,868 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $141.28万 | 0.04% | 7,281 | -108 | -1.5% | -$2.10万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $138.11万 | 0.04% | 21,867 | -311 | -1.4% | -$1.96万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $137.14万 | 0.04% | 9,866 | 1,256 | 14.6% | $17.46万 | 加仓 |
| INTU | INTUIT | $136.93万 | 0.04% | 3,515 | -940 | -21.1% | -$36.62万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $136.67万 | 0.04% | 22,104 | -82 | -0.4% | -$5,070 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $136.03万 | 0.04% | 27,722 | 1,654 | 6.3% | $8.12万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $135.49万 | 0.04% | 37,846 | -9,967 | -20.8% | -$35.68万 | 减仓 |
| TXN | TEXAS INSTRS INC | $135.12万 | 0.04% | 6,468 | 562 | 9.5% | $11.74万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $134.53万 | 0.04% | 8,018 | 480 | 6.4% | $8.05万 | 加仓 |
| UNP | UNION PAC CORP | $133.91万 | 0.04% | 5,375 | 566 | 11.8% | $14.10万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $132.98万 | 0.04% | 40,345 | 2,312 | 6.1% | $7.62万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $130.31万 | 0.04% | 4,637 | 906 | 24.3% | $25.46万 | 加仓 |
| IWY | ISHARES TR | $130.22万 | 0.04% | 5,037 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $130.11万 | 0.04% | 5,147 | 155 | 3.1% | $3.92万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $129.38万 | 0.04% | 5,861 | -18 | -0.3% | -$3,973 | 减仓 |
| MO | ALTRIA GROUP INC | $128.74万 | 0.04% | 19,272 | -527 | -2.7% | -$3.52万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $127.80万 | 0.04% | 25,902 | 15,243 | 143.0% | $75.21万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $127.52万 | 0.04% | 3,764 | 729 | 24.0% | $24.70万 | 加仓 |
| ALL | ALLSTATE CORP | $125.61万 | 0.04% | 5,923 | -138 | -2.3% | -$2.93万 | 减仓 |
| COHR | COHERENT CORP | $124.55万 | 0.04% | 4,420 | 536 | 13.8% | $15.10万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $124.53万 | 0.04% | 43,406 | 6 | 0.0% | $172 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $124.20万 | 0.04% | 39,404 | -176 | -0.4% | -$5,548 | 减仓 |
| INTF | ISHARES TR | $123.98万 | 0.04% | 30,276 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $123.42万 | 0.04% | 3,009 | 219 | 7.8% | $8.98万 | 加仓 |
| SYK | STRYKER CORPORATION | $122.87万 | 0.04% | 3,614 | -413 | -10.3% | -$14.04万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $122.61万 | 0.04% | 19,598 | -2,619 | -11.8% | -$16.38万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $122.31万 | 0.04% | 1,365 | 215 | 18.7% | $19.26万 | 加仓 |
| IWF | ISHARES TR | $121.55万 | 0.04% | 2,743 | -33 | -1.2% | -$1.46万 | 减仓 |
| CPNG | COUPANG INC | $121.42万 | 0.04% | 61,699 | -1,138 | -1.8% | -$2.24万 | 减仓 |
| TRGP | TARGA RES CORP | $121.26万 | 0.04% | 4,970 | -19 | -0.4% | -$4,636 | 减仓 |
| OKE | ONEOK INC NEW | $121.12万 | 0.04% | 13,959 | 458 | 3.4% | $3.97万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $120.62万 | 0.04% | 4,101 | 137 | 3.5% | $4.03万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $119.79万 | 0.04% | 5,966 | -815 | -12.0% | -$16.36万 | 减仓 |
| AZN | ASTRAZENECA PLC | $119.25万 | 0.04% | 5,838 | 5,838 | — | $119.25万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $119.08万 | 0.04% | 8,840 | -321 | -3.5% | -$4.32万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $118.71万 | 0.04% | 14,340 | -842 | -5.5% | -$6.97万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $118.60万 | 0.04% | 10,443 | 276 | 2.7% | $3.13万 | 加仓 |
| CME | CME GROUP INC | $118.22万 | 0.04% | 3,904 | 250 | 6.8% | $7.57万 | 加仓 |
| IVE | ISHARES TR | $118.12万 | 0.04% | 5,462 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $117.59万 | 0.04% | 3,707 | 120 | 3.3% | $3.81万 | 加仓 |
| EMXC | ISHARES INC | $117.57万 | 0.04% | 13,865 | -1,147 | -7.6% | -$9.73万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $116.26万 | 0.04% | 2,981 | 9 | 0.3% | $3,510 | 加仓 |
| DHI | D R HORTON INC | $115.80万 | 0.04% | 8,116 | 304 | 3.9% | $4.34万 | 加仓 |
| MCO | MOODYS CORP | $115.31万 | 0.04% | 2,576 | -43 | -1.6% | -$1.92万 | 减仓 |
| DASH | DOORDASH INC | $114.49万 | 0.04% | 7,125 | 82 | 1.2% | $1.32万 | 加仓 |
| FDX | FEDEX CORP | $113.56万 | 0.04% | 3,041 | -143 | -4.5% | -$5.34万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $113.40万 | 0.04% | 10,557 | 2,475 | 30.6% | $26.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $113.37万 | 0.04% | 12,732 | -1,481 | -10.4% | -$13.19万 | 减仓 |
| DAL | DELTA AIR LINES INC | $112.14万 | 0.04% | 16,472 | 568 | 3.6% | $3.87万 | 加仓 |
| ADSK | AUTODESK INC | $111.90万 | 0.04% | 4,650 | -448 | -8.8% | -$10.78万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $111.88万 | 0.04% | 3,196 | 120 | 3.9% | $4.20万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $110.69万 | 0.04% | 15,410 | -8,680 | -36.0% | -$62.35万 | 减仓 |
| VTR | VENTAS INC | $110.69万 | 0.04% | 13,169 | 500 | 3.9% | $4.20万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $110.23万 | 0.03% | 13,491 | 1,769 | 15.1% | $14.45万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $110.03万 | 0.03% | 14,643 | 317 | 2.2% | $2.38万 | 加仓 |
| SOXX | ISHARES TR | $109.40万 | 0.03% | 2,954 | 1,550 | 110.4% | $57.41万 | 加仓 |
| TER | TERADYNE INC | $108.53万 | 0.03% | 3,029 | 453 | 17.6% | $16.23万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $108.32万 | 0.03% | 44,946 | -2,897 | -6.1% | -$6.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $107.85万 | 0.03% | 16,672 | 8,909 | 114.8% | $57.63万 | 加仓 |
| SCZ | ISHARES TR | $107.66万 | 0.03% | 12,981 | 162 | 1.3% | $1.34万 | 加仓 |
| — | RBB FD INC | $107.65万 | 0.03% | 36,508 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $106.93万 | 0.03% | 8,358 | 361 | 4.5% | $4.62万 | 加仓 |
| AFL | AFLAC INC | $106.12万 | 0.03% | 9,391 | 116 | 1.3% | $1.31万 | 加仓 |