Wedmont Private Capital
WEST CHESTER PA · SEC CIK 0001904274
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TXG | 10X GENOMICS INC | $43.35万 | 0.01% | 10,144 | -902 | -8.2% | -$3.85万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $43.32万 | 0.01% | 5,476 | 5,476 | — | $43.32万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $43.28万 | 0.01% | 15,354 | -4,038 | -20.8% | -$11.38万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $43.21万 | 0.01% | 1,852 | 1,852 | — | $43.21万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $43.08万 | 0.01% | 7,971 | -1,081 | -11.9% | -$5.84万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $43.04万 | 0.01% | 1,486 | 604 | 68.5% | $17.49万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $42.79万 | 0.01% | 912 | -74 | -7.5% | -$3.47万 | 减仓 |
| DVA | DAVITA INC | $42.79万 | 0.01% | 1,838 | -134 | -6.8% | -$3.12万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $42.64万 | 0.01% | 7,557 | 492 | 7.0% | $2.78万 | 加仓 |
| UI | UBIQUITI INC | $42.48万 | 0.01% | 771 | 45 | 6.2% | $2.48万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $42.48万 | 0.01% | 5,421 | 9 | 0.2% | $705 | 加仓 |
| CLOI | VANECK ETF TRUST | $42.32万 | 0.01% | 8,025 | 98 | 1.2% | $5,167 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $42.21万 | 0.01% | 1,413 | 191 | 15.6% | $5.71万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $41.97万 | 0.01% | 3,712 | 930 | 33.4% | $10.51万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $41.77万 | 0.01% | 16,258 | -2,031 | -11.1% | -$5.22万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $41.61万 | 0.01% | 2,037 | -180 | -8.1% | -$3.68万 | 减仓 |
| DVY | ISHARES TR | $41.56万 | 0.01% | 2,606 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $41.55万 | 0.01% | 1,534 | -221 | -12.6% | -$5.99万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $41.53万 | 0.01% | 8,136 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $41.51万 | 0.01% | 2,815 | 705 | 33.4% | $10.40万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $41.32万 | 0.01% | 8,532 | 1,947 | 29.6% | $9.43万 | 加仓 |
| AA | ALCOA CORP | $41.16万 | 0.01% | 8,455 | -62 | -0.7% | -$3,018 | 减仓 |
| ATI | ATI INC | $41.11万 | 0.01% | 2,198 | 257 | 13.2% | $4.81万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $41.04万 | 0.01% | 11,044 | 11,044 | — | $41.04万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $40.89万 | 0.01% | 4,049 | 273 | 7.2% | $2.76万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $40.89万 | 0.01% | 16,354 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $40.88万 | 0.01% | 650 | 28 | 4.5% | $1.76万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $40.85万 | 0.01% | 722 | -119 | -14.1% | -$6.73万 | 减仓 |
| LCID | LUCID GROUP INC | $40.82万 | 0.01% | 73,545 | 73,545 | — | $40.82万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $40.80万 | 0.01% | 4,234 | 918 | 27.7% | $8.85万 | 加仓 |
| MPLX | MPLX LP | $40.78万 | 0.01% | 7,160 | -3,384 | -32.1% | -$19.27万 | 减仓 |
| ENB | ENBRIDGE INC | $40.65万 | 0.01% | 7,437 | -1,196 | -13.9% | -$6.54万 | 减仓 |
| EME | EMCOR GROUP INC | $40.50万 | 0.01% | 518 | 88 | 20.5% | $6.88万 | 加仓 |
| EVR | EVERCORE INC | $40.47万 | 0.01% | 1,209 | 128 | 11.8% | $4.28万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $40.45万 | 0.01% | 1,729 | 4 | 0.2% | $936 | 加仓 |
| RMD | RESMED INC | $40.35万 | 0.01% | 1,979 | -230 | -10.4% | -$4.69万 | 减仓 |
| IHI | ISHARES TR | $40.20万 | 0.01% | 7,831 | 150 | 2.0% | $7,701 | 加仓 |
| USMV | ISHARES TR | $40.19万 | 0.01% | 4,111 | 540 | 15.1% | $5.28万 | 加仓 |
| FFIV | F5 INC | $40.11万 | 0.01% | 932 | 149 | 19.0% | $6.41万 | 加仓 |
| NVO | NOVO-NORDISK A S | $39.98万 | 0.01% | 8,080 | -2,506 | -23.7% | -$12.40万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $39.89万 | 0.01% | 1,991 | -9 | -0.4% | -$1,803 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $39.84万 | 0.01% | 2,899 | 81 | 2.9% | $1.11万 | 加仓 |
| RBC | RBC BEARINGS INC | $39.72万 | 0.01% | 667 | 32 | 5.0% | $1.91万 | 加仓 |
| MTZ | MASTEC INC | $39.23万 | 0.01% | 1,052 | 73 | 7.5% | $2.72万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $39.16万 | 0.01% | 6,723 | 159 | 2.4% | $9,262 | 加仓 |
| NTRS | NORTHERN TR CORP | $39.08万 | 0.01% | 2,129 | 255 | 13.6% | $4.68万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.04万 | 0.01% | 566 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $38.98万 | 0.01% | 4,966 | -1,218 | -19.7% | -$9.56万 | 减仓 |
| GLIBK | LIBERTY CAP CORP | $38.70万 | 0.01% | 17,246 | 17,246 | — | $38.70万 | 新建仓 |
| PCG | PG&E CORP | $38.45万 | 0.01% | 22,395 | 186 | 0.8% | $3,194 | 加仓 |
| FE | FIRSTENERGY CORP | $38.42万 | 0.01% | 8,018 | -495 | -5.8% | -$2.37万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $38.34万 | 0.01% | 2,666 | 795 | 42.5% | $11.43万 | 加仓 |
| PSK | SPDR SERIES TRUST | $38.32万 | 0.01% | 12,604 | 218 | 1.8% | $6,627 | 加仓 |
| WDAY | WORKDAY INC | $38.23万 | 0.01% | 2,751 | 566 | 25.9% | $7.86万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $38.05万 | 0.01% | 2,463 | 2,463 | — | $38.05万 | 新建仓 |
| NRG | NRG ENERGY INC | $38.03万 | 0.01% | 2,708 | 38 | 1.4% | $5,337 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $37.96万 | 0.01% | 1,205 | 36 | 3.1% | $1.13万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $37.94万 | 0.01% | 4,645 | -958 | -17.1% | -$7.83万 | 减仓 |
| DTM | DT MIDSTREAM INC | $37.72万 | 0.01% | 2,598 | -837 | -24.4% | -$12.15万 | 减仓 |
| CRH | CRH PLC | $37.70万 | 0.01% | 3,600 | -289 | -7.4% | -$3.03万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $37.29万 | 0.01% | 709 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $36.85万 | 0.01% | 1,938 | 239 | 14.1% | $4.54万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $36.73万 | 0.01% | 448 | 28 | 6.7% | $2.30万 | 加仓 |
| BROS | DUTCH BROS INC | $36.56万 | 0.01% | 5,412 | 1,367 | 33.8% | $9.24万 | 加仓 |
| APG | API GROUP CORP | $36.54万 | 0.01% | 8,834 | 758 | 9.4% | $3.14万 | 加仓 |
| MDB | MONGODB INC | $36.53万 | 0.01% | 1,068 | 126 | 13.4% | $4.31万 | 加仓 |
| HUBB | HUBBELL INC | $36.38万 | 0.01% | 741 | 19 | 2.6% | $9,328 | 加仓 |
| RKLB | ROCKET LAB CORP | $36.36万 | 0.01% | 4,487 | 582 | 14.9% | $4.72万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $36.33万 | 0.01% | 4,047 | 588 | 17.0% | $5.28万 | 加仓 |
| L | LOEWS CORP | $36.28万 | 0.01% | 3,155 | 81 | 2.6% | $9,314 | 加仓 |
| RGLD | ROYAL GOLD INC | $35.96万 | 0.01% | 1,827 | 550 | 43.1% | $10.83万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $35.94万 | 0.01% | 3,074 | 536 | 21.1% | $6.27万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $35.83万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $35.82万 | 0.01% | 655 | 14 | 2.2% | $7,656 | 加仓 |
| ROL | ROLLINS INC | $35.60万 | 0.01% | 8,006 | -1,371 | -14.6% | -$6.10万 | 减仓 |
| SGOV | ISHARES TR | $35.58万 | 0.01% | 3,540 | 1,344 | 61.2% | $13.51万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $35.44万 | 0.01% | 15,036 | -58 | -0.4% | -$1,367 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $35.43万 | 0.01% | 2,808 | -439 | -13.5% | -$5.54万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $35.41万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $35.37万 | 0.01% | 1,908 | -1,021 | -34.9% | -$18.92万 | 减仓 |
| VALE | VALE S A | $35.00万 | 0.01% | 24,204 | -1,655 | -6.4% | -$2.39万 | 减仓 |
| ING | ING GROEP N.V. | $34.94万 | 0.01% | 10,788 | -1,121 | -9.4% | -$3.63万 | 减仓 |
| FICO | FAIR ISAAC CORP | $34.90万 | 0.01% | 279 | 42 | 17.7% | $5.25万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $34.75万 | 0.01% | 6,659 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $34.62万 | 0.01% | 3,202 | 146 | 4.8% | $1.58万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $34.60万 | 0.01% | 2,215 | -221 | -9.1% | -$3.45万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $34.57万 | 0.01% | 1,015 | 1,015 | — | $34.57万 | 新建仓 |
| ESGU | ISHARES TR | $34.56万 | 0.01% | 2,086 | 2,086 | — | $34.56万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $34.50万 | 0.01% | 8,881 | 2,030 | 29.6% | $7.89万 | 加仓 |
| PNR | PENTAIR PLC | $34.41万 | 0.01% | 4,516 | 338 | 8.1% | $2.58万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $34.35万 | 0.01% | 14,488 | -4,397 | -23.3% | -$10.42万 | 减仓 |
| ENTG | ENTEGRIS INC | $34.32万 | 0.01% | 2,361 | 34 | 1.5% | $4,942 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $34.24万 | 0.01% | 2,505 | 452 | 22.0% | $6.18万 | 加仓 |
| CPRT | COPART INC | $34.19万 | 0.01% | 12,427 | -1,797 | -12.6% | -$4.94万 | 减仓 |
| EFG | ISHARES TR | $34.12万 | 0.01% | 2,782 | -87 | -3.0% | -$1.07万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $33.97万 | 0.01% | 4,647 | -933 | -16.7% | -$6.82万 | 减仓 |
| MELI | MERCADOLIBRE INC | $33.91万 | 0.01% | 183 | 24 | 15.1% | $4.45万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $33.70万 | 0.01% | 1,178 | -16 | -1.3% | -$4,578 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $33.42万 | 0.01% | 3,145 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $33.23万 | 0.01% | 7,433 | 295 | 4.1% | $1.32万 | 加仓 |