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Wedmont Private Capital 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Wedmont Private Capital

报告期 2026-03-31 · CIK 0001904274

持仓数

838

前50大市值合计

$2.20B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$321.5M

4,740,776

14.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$185.4M

3,280,863

8.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$158.6M

475,275

7.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$120.6M

194,068

5.5%

IEFA ISHARES TR

CORE MSCI EAFE

$110.5M

1,158,252

5.0%

VTC VANGUARD SCOTTSDALE FDS

TOTAL CORP BND

$104.5M

1,356,285

4.8%

GOVT ISHARES TR

US TREAS BD ETF

$100.1M

4,370,401

4.6%

NVDA NVIDIA CORPORATION

COM

$82.4M

452,533

3.8%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$79.6M

1,587,787

3.6%

AAPL APPLE INC

COM

$73.9M

285,372

3.4%

IEMG ISHARES INC

CORE MSCI EMKT

$66.4M

896,140

3.0%

MUB ISHARES TR

NATIONAL MUN ETF

$50.4M

472,473

2.3%

GOOG ALPHABET INC

CAP STK CL C

$50.2M

159,605

2.3%

GOOGL ALPHABET INC

CAP STK CL A

$47.1M

148,344

2.1%

MSFT MICROSOFT CORP

COM

$39.8M

106,223

1.8%

AMZN AMAZON COM INC

COM

$37.5M

169,403

1.7%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$37.4M

265,373

1.7%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$32.9M

682,426

1.5%

META META PLATFORMS INC

CL A

$29.1M

47,593

1.3%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$27.8M

180,872

1.3%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$27.1M

1,036,722

1.2%

AVGO BROADCOM INC

COM

$26.9M

76,629

1.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$22.4M

36,981

1.0%

VTEC VANGUARD CALIF TAX FREE FDS

TAX EXEMPT BD FD

$19.4M

194,623

0.9%

TSLA TESLA INC

COM

$19.2M

55,950

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$17.9M

37,381

0.8%

USHY ISHARES TR

BROAD USD HIGH

$17.9M

482,749

0.8%

VO VANGUARD INDEX FDS

MID CAP ETF

$17.6M

59,116

0.8%

VB VANGUARD INDEX FDS

SMALL CP ETF

$16.4M

60,051

0.7%

JPM JPMORGAN CHASE & CO

COM

$15.6M

50,587

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$15.1M

22,292

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$15.0M

189,589

0.7%

LLY ELI LILLY & CO

COM

$14.1M

14,822

0.6%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$14.1M

540,015

0.6%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$13.6M

138,036

0.6%

GEV GE VERNOVA INC

COM

$12.9M

13,747

0.6%

SCMB SCHWAB STRATEGIC TR

MUN BD ETF

$12.7M

494,149

0.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$12.3M

61,097

0.6%

WFC WELLS FARGO & CO

COM

$12.2M

144,393

0.6%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$12.1M

38,980

0.6%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$11.8M

144,811

0.5%

VIGI VANGUARD WHITEHALL FDS

INTL DVD ETF

$11.7M

127,708

0.5%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$11.7M

110,884

0.5%

IVV ISHARES TR

CORE S&P500 ETF

$11.0M

16,128

0.5%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$10.6M

92,022

0.5%

NFLX NETFLIX INC.

COM

$10.6M

106,642

0.5%

— EXXON MOBIL CORP

COM

$10.6M

67,672

0.5%

VGT VANGUARD WORLD FD

INF TECH ETF

$9.8M

13,209

0.4%

WMT WALMART INC

COM

$9.8M

76,664

0.4%

ORCL ORACLE CORP

COM

$9.3M

65,023

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

46%前 6 大占比

VEA14.6%VWO8.4%VTI7.2%VOO5.5%IEFA5.0%VTC4.8%