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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $3.74亿 | 10.27% | 5,272,522 | 531,746 | 11.2% | $3,774.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2.17亿 | 5.95% | 581,799 | 106,524 | 22.4% | $3,970.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.14亿 | 5.87% | 3,571,670 | 290,807 | 8.9% | $1,741.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.43亿 | 3.91% | 205,604 | 11,536 | 5.9% | $800.44万 | 加仓 |
| IEFA | ISHARES TR | $1.16亿 | 3.17% | 1,188,881 | 30,629 | 2.6% | $297.78万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1.12亿 | 3.06% | 1,469,754 | 113,469 | 8.4% | $861.35万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.09亿 | 2.99% | 2,167,958 | 580,171 | 36.5% | $2,920.58万 | 加仓 |
| GOVT | ISHARES TR | $1.06亿 | 2.89% | 4,672,099 | 301,698 | 6.9% | $681.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.05亿 | 2.88% | 497,890 | 45,357 | 10.0% | $956.85万 | 加仓 |
| AAPL | APPLE INC | $9,518.77万 | 2.61% | 301,877 | 16,505 | 5.8% | $520.44万 | 加仓 |
| IEMG | ISHARES INC | $7,302.38万 | 2.00% | 897,981 | 1,841 | 0.2% | $14.97万 | 加仓 |
| GOOGL | ALPHABET INC | $5,227.88万 | 1.43% | 146,365 | -1,979 | -1.3% | -$70.69万 | 减仓 |
| MUB | ISHARES TR | $5,109.61万 | 1.40% | 477,489 | 5,016 | 1.1% | $53.68万 | 加仓 |
| GOOG | ALPHABET INC | $4,874.76万 | 1.34% | 137,306 | -22,299 | -14.0% | -$791.68万 | 减仓 |
| AMZN | AMAZON COM INC | $4,298.95万 | 1.18% | 175,224 | 5,821 | 3.4% | $142.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,926.55万 | 1.08% | 101,962 | -4,261 | -4.0% | -$164.09万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $3,574.81万 | 0.98% | 743,512 | 61,086 | 9.0% | $293.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,337.76万 | 0.92% | 263,251 | -2,122 | -0.8% | -$26.90万 | 减仓 |
| AVGO | BROADCOM INC | $3,180.77万 | 0.87% | 79,525 | 2,896 | 3.8% | $115.83万 | 加仓 |
| META | META PLATFORMS INC | $3,037.06万 | 0.83% | 45,383 | -2,210 | -4.6% | -$147.89万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,020.62万 | 0.83% | 1,096,412 | 59,690 | 5.8% | $164.45万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2,746.86万 | 0.75% | 177,618 | -3,254 | -1.8% | -$50.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,604.18万 | 0.71% | 35,895 | -1,086 | -2.9% | -$78.79万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,569.57万 | 0.70% | 301,098 | 156,287 | 107.9% | $1,333.75万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,544.59万 | 0.70% | 304,741 | 115,152 | 60.7% | $961.52万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $2,443.60万 | 0.67% | 244,141 | 49,518 | 25.4% | $495.62万 | 加仓 |
| TSLA | TESLA INC | $2,284.11万 | 0.63% | 56,016 | 66 | 0.1% | $2.69万 | 加仓 |
| USHY | ISHARES TR | $1,960.09万 | 0.54% | 531,621 | 48,872 | 10.1% | $180.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,942.56万 | 0.53% | 39,346 | 1,965 | 5.3% | $97.01万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,922.33万 | 0.53% | 237,501 | 1,037 | 0.4% | $8.39万 | 加仓 |
| LLY | ELI LILLY & CO | $1,909.35万 | 0.52% | 16,064 | 1,242 | 8.4% | $147.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,817.30万 | 0.50% | 54,011 | 3,424 | 6.8% | $115.21万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,795.20万 | 0.49% | 60,211 | 160 | 0.3% | $4.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,759.43万 | 0.48% | 23,305 | 1,013 | 4.5% | $76.48万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,682.75万 | 0.46% | 17,183 | 2,469 | 16.8% | $241.79万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,575.82万 | 0.43% | 540,035 | 20 | 0.0% | $584 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,573.31万 | 0.43% | 28,201 | 829 | 3.0% | $46.25万 | 加仓 |
| GEV | GE VERNOVA INC | $1,533.11万 | 0.42% | 14,045 | 298 | 2.2% | $32.53万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,395.78万 | 0.38% | 138,786 | 750 | 0.5% | $7.54万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,387.51万 | 0.38% | 117,506 | 11,834 | 11.2% | $139.74万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,356.32万 | 0.37% | 130,165 | 19,281 | 17.4% | $200.91万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,351.07万 | 0.37% | 38,862 | -118 | -0.3% | -$4.10万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,344.98万 | 0.37% | 154,312 | 9,919 | 6.9% | $86.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,334.18万 | 0.37% | 60,866 | -231 | -0.4% | -$5.06万 | 减仓 |
| IVV | ISHARES TR | $1,294.67万 | 0.36% | 17,078 | 950 | 5.9% | $72.02万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,269.98万 | 0.35% | 494,540 | 391 | 0.1% | $1.00万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,219.39万 | 0.33% | 94,887 | 2,865 | 3.1% | $36.82万 | 加仓 |
| V | VISA INC | $1,208.40万 | 0.33% | 34,628 | 8,094 | 30.5% | $282.45万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,190.98万 | 0.33% | 96,086 | 17,942 | 23.0% | $222.39万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,095.37万 | 0.30% | 69,490 | 10,331 | 17.5% | $162.85万 | 加仓 |
| ABBV | ABBVIE INC | $1,084.87万 | 0.30% | 43,731 | 524 | 1.2% | $13.00万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,081.55万 | 0.30% | 113,919 | -13,789 | -10.8% | -$130.91万 | 减仓 |
| — | EXXON MOBIL CORP | $1,031.81万 | 0.28% | 74,295 | 6,623 | 9.8% | $91.98万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $958.42万 | 0.26% | 262,436 | -2,131 | -0.8% | -$7.78万 | 减仓 |
| CAT | CATERPILLAR INC | $953.58万 | 0.26% | 10,012 | 1,500 | 17.6% | $142.87万 | 加仓 |
| WMT | WALMART INC | $920.71万 | 0.25% | 80,835 | 4,171 | 5.4% | $47.51万 | 加仓 |
| ORCL | ORACLE CORP | $915.23万 | 0.25% | 65,076 | 53 | 0.1% | $7,454 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $875.06万 | 0.24% | 34,052 | -392 | -1.1% | -$10.07万 | 减仓 |
| IDEV | ISHARES TR | $857.10万 | 0.24% | 95,637 | 1,927 | 2.1% | $17.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $831.60万 | 0.23% | 13,803 | 397 | 3.0% | $23.92万 | 加仓 |
| IJH | ISHARES TR | $831.17万 | 0.23% | 109,841 | 2,193 | 2.0% | $16.59万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $820.35万 | 0.23% | 33,978 | 1,009 | 3.1% | $24.36万 | 加仓 |
| CMF | ISHARES TR | $814.67万 | 0.22% | 142,052 | 8 | 0.0% | $459 | 加仓 |
| NFLX | NETFLIX INC. | $784.06万 | 0.22% | 106,863 | 221 | 0.2% | $1.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $766.83万 | 0.21% | 87,738 | -462 | -0.5% | -$4.04万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $752.77万 | 0.21% | 40,281 | 50 | 0.1% | $9,344 | 加仓 |
| ITOT | ISHARES TR | $737.14万 | 0.20% | 44,527 | -1,816 | -3.9% | -$30.06万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $719.64万 | 0.20% | 222,110 | 121,591 | 121.0% | $393.95万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $708.86万 | 0.19% | 146,761 | -4,310 | -2.9% | -$20.82万 | 减仓 |
| SUB | ISHARES TR | $701.16万 | 0.19% | 65,948 | 52,135 | 377.4% | $554.30万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $697.23万 | 0.19% | 45,348 | 22,385 | 97.5% | $344.17万 | 加仓 |
| GE | GE AEROSPACE | $694.18万 | 0.19% | 19,322 | 645 | 3.5% | $23.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $663.74万 | 0.18% | 36,545 | 4,547 | 14.2% | $82.58万 | 加仓 |
| IJR | ISHARES TR | $661.90万 | 0.18% | 45,473 | 4,060 | 9.8% | $59.10万 | 加仓 |
| CSCO | CISCO SYS INC | $656.41万 | 0.18% | 54,110 | 2,651 | 5.2% | $32.16万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $652.52万 | 0.18% | 69,313 | 20,083 | 40.8% | $189.06万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $637.15万 | 0.17% | 26,677 | 1,170 | 4.6% | $27.94万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $635.51万 | 0.17% | 70,581 | -280 | -0.4% | -$2.52万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $630.32万 | 0.17% | 6,879 | 80 | 1.2% | $7.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $626.97万 | 0.17% | 5,942 | 137 | 2.4% | $14.46万 | 加仓 |
| NEM | NEWMONT CORP | $621.99万 | 0.17% | 65,274 | 53 | 0.1% | $5,050 | 加仓 |
| LRCX | LAM RESEARCH CORP | $621.21万 | 0.17% | 17,732 | 247 | 1.4% | $8.65万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $590.56万 | 0.16% | 11,212 | 149 | 1.3% | $7.85万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $586.98万 | 0.16% | 71,749 | 48,969 | 215.0% | $400.62万 | 加仓 |
| KO | COCA COLA CO | $576.85万 | 0.16% | 69,092 | 2,510 | 3.8% | $20.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $559.07万 | 0.15% | 13,166 | 122 | 0.9% | $5.18万 | 加仓 |
| SNDK | SANDISK CORP | $545.17万 | 0.15% | 2,845 | 348 | 13.9% | $66.69万 | 加仓 |
| IWM | ISHARES TR | $529.11万 | 0.15% | 17,876 | 2,552 | 16.7% | $75.54万 | 加仓 |
| ADI | ANALOG DEVICES INC | $526.71万 | 0.14% | 13,312 | 355 | 2.7% | $14.05万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $519.72万 | 0.14% | 32,269 | 2,086 | 6.9% | $33.60万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $510.14万 | 0.14% | 64,739 | 23,817 | 58.2% | $187.68万 | 加仓 |
| NYF | ISHARES TR | $507.05万 | 0.14% | 94,537 | 35,975 | 61.4% | $192.95万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $489.10万 | 0.13% | 20,206 | -916 | -4.3% | -$22.17万 | 减仓 |
| KLAC | KLA CORP | $466.19万 | 0.13% | 20,136 | 706 | 3.6% | $16.35万 | 加仓 |
| BAC | BANK OF AMER CORP | $455.79万 | 0.13% | 76,386 | 4,368 | 6.1% | $26.06万 | 加仓 |
| IVW | ISHARES TR | $454.88万 | 0.12% | 32,822 | -220 | -0.7% | -$3.05万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $454.29万 | 0.12% | 24,453 | 11 | 0.0% | $2,044 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $443.85万 | 0.12% | 6 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $443.15万 | 0.12% | 23,703 | 841 | 3.7% | $15.72万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $442.81万 | 0.12% | 12,631 | 459 | 3.8% | $16.09万 | 加仓 |