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 |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $36.56万 | 0.01% | 8,073 | -386 | -4.6% | -$1.75万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.41万 | 0.01% | 566 | 1 | 0.2% | $643 | 加仓 |
| PKG | PACKAGING CORP AMER | $36.39万 | 0.01% | 1,724 | 97 | 6.0% | $2.05万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $36.39万 | 0.01% | 22,065 | -5,478 | -19.9% | -$9.03万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $35.90万 | 0.01% | 1,169 | 38 | 3.4% | $1.17万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $35.89万 | 0.01% | 4,585 | 4,585 | — | $35.89万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $35.89万 | 0.01% | 1,628 | 18 | 1.1% | $3,968 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $35.68万 | 0.01% | 9,343 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $35.65万 | 0.01% | 8,762 | -3,121 | -26.3% | -$12.70万 | 减仓 |
| CPAY | CORPAY INC | $35.50万 | 0.01% | 1,168 | -11 | -0.9% | -$3,343 | 减仓 |
| PODD | INSULET CORP | $35.49万 | 0.01% | 1,744 | -58 | -3.2% | -$1.18万 | 减仓 |
| APG | API GROUP CORP | $35.38万 | 0.01% | 8,076 | 421 | 5.5% | $1.84万 | 加仓 |
| EVR | EVERCORE INC | $35.24万 | 0.01% | 1,081 | 166 | 18.1% | $5.41万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $35.01万 | 0.01% | 1,725 | 232 | 15.5% | $4.71万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $34.81万 | 0.01% | 1,502 | 210 | 16.3% | $4.87万 | 加仓 |
| USFD | US FOODS HLDG CORP | $34.62万 | 0.01% | 3,776 | -47 | -1.2% | -$4,309 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $34.42万 | 0.01% | 2,515 | 482 | 23.7% | $6.60万 | 加仓 |
| CG | CARLYLE GROUP INC | $34.39万 | 0.01% | 7,138 | 1,126 | 18.7% | $5.42万 | 加仓 |
| EFV | ISHARES TR | $34.27万 | 0.01% | 4,410 | -406 | -8.4% | -$3.16万 | 减仓 |
| RGLD | ROYAL GOLD INC | $34.25万 | 0.01% | 1,277 | 142 | 12.5% | $3.81万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $34.20万 | 0.01% | 72,000 | 53,217 | 283.3% | $25.28万 | 加仓 |
| MTZ | MASTEC INC | $34.08万 | 0.01% | 979 | 979 | — | $34.08万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.98万 | 0.01% | 709 | 13 | 1.9% | $6,230 | 加仓 |
| EFG | ISHARES TR | $33.97万 | 0.01% | 2,869 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $33.97万 | 0.01% | 2,110 | -476 | -18.4% | -$7.66万 | 减仓 |
| EME | EMCOR GROUP INC | $33.94万 | 0.01% | 430 | 72 | 20.1% | $5.68万 | 加仓 |
| NWSA | NEWS CORP NEW | $33.89万 | 0.01% | 13,615 | 127 | 0.9% | $3,161 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $33.84万 | 0.01% | 7,065 | 356 | 5.3% | $1.71万 | 加仓 |
| L | LOEWS CORP | $33.75万 | 0.01% | 3,074 | -149 | -4.6% | -$1.64万 | 减仓 |
| ING | ING GROEP N.V. | $33.71万 | 0.01% | 11,909 | -222 | -1.8% | -$6,285 | 减仓 |
| USMV | ISHARES TR | $33.61万 | 0.01% | 3,571 | 1,419 | 65.9% | $13.36万 | 加仓 |
| NTRA | NATERA INC | $33.54万 | 0.01% | 1,591 | -26 | -1.6% | -$5,482 | 减仓 |
| U | UNITY SOFTWARE INC | $33.40万 | 0.01% | 15,019 | 4,322 | 40.4% | $9.61万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $33.24万 | 0.01% | 1,076 | 3 | 0.3% | $927 | 加仓 |
| CACI | CACI INTL INC | $33.03万 | 0.01% | 571 | 125 | 28.0% | $7.23万 | 加仓 |
| XYL | XYLEM INC | $32.97万 | 0.01% | 2,577 | 405 | 18.6% | $5.18万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $32.93万 | 0.01% | 841 | -47 | -5.3% | -$1.84万 | 减仓 |
| ALB | ALBEMARLE CORP | $32.65万 | 0.01% | 1,840 | 173 | 10.4% | $3.07万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $32.59万 | 0.01% | 6,518 | 414 | 6.8% | $2.07万 | 加仓 |
| EXEL | EXELIXIS INC | $32.54万 | 0.01% | 7,363 | 929 | 14.4% | $4.11万 | 加仓 |
| VPU | VANGUARD WORLD FD | $32.41万 | 0.01% | 1,604 | 405 | 33.8% | $8.18万 | 加仓 |
| SON | SONOCO PRODS CO | $32.39万 | 0.01% | 5,809 | 101 | 1.8% | $5,631 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $32.34万 | 0.01% | 3,399 | -13 | -0.4% | -$1,237 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $32.27万 | 0.01% | 6,586 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $32.02万 | 0.01% | 2,538 | 2,538 | — | $32.02万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $31.93万 | 0.01% | 3,303 | -158 | -4.6% | -$1.53万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $31.85万 | 0.01% | 420 | -34 | -7.5% | -$2.58万 | 减仓 |
| SHYG | ISHARES TR | $31.84万 | 0.01% | 7,491 | 7,491 | — | $31.84万 | 新建仓 |
| HSY | HERSHEY CO | $31.68万 | 0.01% | 1,516 | 358 | 30.9% | $7.48万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $31.52万 | 0.01% | 3,056 | 503 | 19.7% | $5.19万 | 加仓 |
| P | EVERPURE INC | $31.37万 | 0.01% | 5,040 | 459 | 10.0% | $2.86万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $31.24万 | 0.01% | 3,316 | 87 | 2.7% | $8,195 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $31.20万 | 0.01% | 6,659 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $31.15万 | 0.01% | 2,483 | 948 | 61.8% | $11.89万 | 加仓 |
| PPL | PPL CORP | $30.73万 | 0.01% | 7,850 | 546 | 7.5% | $2.14万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $30.69万 | 0.01% | 14,222 | -2,821 | -16.6% | -$6.09万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $30.44万 | 0.01% | 1,365 | 507 | 59.1% | $11.31万 | 加仓 |
| ATI | ATI INC | $30.36万 | 0.01% | 1,941 | 64 | 3.4% | $1.00万 | 加仓 |
| SHYD | VANECK ETF TRUST | $30.21万 | 0.01% | 13,315 | 13,315 | — | $30.21万 | 新建仓 |
| ACWI | ISHARES TR | $30.19万 | 0.01% | 2,087 | -76 | -3.5% | -$1.10万 | 减仓 |
| CE | CELANESE CORP DEL | $30.16万 | 0.01% | 4,731 | 4,731 | — | $30.16万 | 新建仓 |
| ENTG | ENTEGRIS INC | $30.16万 | 0.01% | 2,327 | 2,327 | — | $30.16万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $30.09万 | 0.01% | 14,925 | 576 | 4.0% | $1.16万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $30.03万 | 0.01% | 2,818 | 2,818 | — | $30.03万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $29.80万 | 0.01% | 10,759 | 1,562 | 17.0% | $4.33万 | 加仓 |
| MAS | MASCO CORP | $29.61万 | 0.01% | 4,758 | -265 | -5.3% | -$1.65万 | 减仓 |
| W | WAYFAIR INC | $29.55万 | 0.01% | 3,984 | 210 | 5.6% | $1.56万 | 加仓 |
| EFAV | ISHARES TR | $29.53万 | 0.01% | 3,151 | -266 | -7.8% | -$2.49万 | 减仓 |
| RBRK | RUBRIK INC. | $29.50万 | 0.01% | 5,714 | 5,714 | — | $29.50万 | 新建仓 |
| DVYE | ISHARES INC | $29.45万 | 0.01% | 8,411 | 26 | 0.3% | $910 | 加仓 |
| — | TOPBUILD COR | $29.42万 | 0.01% | 771 | 21 | 2.8% | $8,014 | 加仓 |
| LEN | LENNAR CORP | $29.28万 | 0.01% | 3,303 | -534 | -13.9% | -$4.73万 | 减仓 |
| DVA | DAVITA INC | $29.27万 | 0.01% | 1,972 | -113 | -5.4% | -$1.68万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $29.11万 | 0.01% | 5,859 | -4,004 | -40.6% | -$19.90万 | 减仓 |
| AEE | AMEREN CORP | $29.11万 | 0.01% | 2,579 | 105 | 4.2% | $1.19万 | 加仓 |
| FTI | TECHNIPFMC PLC | $28.99万 | 0.01% | 4,036 | 4,036 | — | $28.99万 | 新建仓 |
| CNM | CORE & MAIN INC | $28.96万 | 0.01% | 5,636 | 1,289 | 29.7% | $6.62万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $28.94万 | 0.01% | 29,556 | 8,234 | 38.6% | $8.06万 | 加仓 |
| ITT | ITT INC | $28.87万 | 0.01% | 1,374 | 1,374 | — | $28.87万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $28.79万 | 0.01% | 3,459 | -23 | -0.7% | -$1,914 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $28.62万 | 0.01% | 2,782 | 341 | 14.0% | $3.51万 | 加仓 |
| BN | BROOKFIELD CORP | $28.62万 | 0.01% | 6,807 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $28.49万 | 0.01% | 1,037 | 53 | 5.4% | $1.46万 | 加仓 |
| NTRS | NORTHERN TR CORP | $28.44万 | 0.01% | 1,874 | 239 | 14.6% | $3.63万 | 加仓 |
| LINE | LINEAGE INC | $28.43万 | 0.01% | 8,260 | 8,260 | — | $28.43万 | 新建仓 |
| FISV | FISERV INC | $28.35万 | 0.01% | 5,006 | -1,530 | -23.4% | -$8.66万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $28.32万 | 0.01% | 2,691 | -454 | -14.4% | -$4.78万 | 减仓 |
| VEEV | VEEVA SYS INC | $28.30万 | 0.01% | 1,699 | -615 | -26.6% | -$10.24万 | 减仓 |
| MELI | MERCADOLIBRE INC | $28.25万 | 0.01% | 159 | -3 | -1.9% | -$5,330 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $28.18万 | 0.01% | 6,250 | 6,250 | — | $28.18万 | 新建仓 |
| EWJ | ISHARES INC | $28.17万 | 0.01% | 3,151 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET AND CO | $27.90万 | 0.01% | 5,412 | -179 | -3.2% | -$9,229 | 减仓 |
| AER | AERCAP HOLDINGS NV | $27.82万 | 0.01% | 1,929 | -50 | -2.5% | -$7,212 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.79万 | 0.01% | 1,289 | 35 | 2.8% | $7,546 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $27.75万 | 0.01% | 8,225 | 8,225 | — | $27.75万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $27.74万 | 0.01% | 2,855 | 56 | 2.0% | $5,442 | 加仓 |
| VMI | VALMONT INDS INC | $27.42万 | 0.01% | 641 | 59 | 10.1% | $2.52万 | 加仓 |
| BCS | BARCLAYS PLC | $27.15万 | 0.01% | 11,548 | -515 | -4.3% | -$1.21万 | 减仓 |
| DXCM | DEXCOM INC | $27.12万 | 0.01% | 4,121 | 4,121 | — | $27.12万 | 新建仓 |
| AOS | SMITH A O CORP | $27.11万 | 0.01% | 4,061 | 629 | 18.3% | $4.20万 | 加仓 |