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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
$2.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 39
增持 65
减持 22
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.3M
1,803,306
+16%
增持
AAPL
APPLE INC
+$7.9M
120,749
+34%
增持
VTI
VANGUARD INDEX FDS
+$5.8M
131,775
+21%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.3M
1,087,338
+15%
增持
MSFT
MICROSOFT CORP
+$5.1M
48,211
+23%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$4.9M
361,791
+20%
增持
GOVT
ISHARES TR
+$3.3M
1,108,114
+13%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
92,236
+3%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
20,216
+4%
增持
AMZN
AMAZON COM INC
+$2.4M
64,324
+34%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.1M
249,404
+19%
增持
IEMG
ISHARES INC
+$2.0M
331,613
+15%
增持
SCMB
SCHWAB STRATEGIC TR
+$2.0M
102,326
+58%
增持
META
META PLATFORMS INC
+$1.7M
18,214
+9%
增持
IEFA
ISHARES TR
+$1.6M
326,734
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.6M
92,109
+16%
增持
TSLA
TESLA INC
+$1.6M
19,302
+9%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
21,452
-22%
增持
QQQ
INVESCO QQQ TR
+$1.4M
14,144
+22%
增持
GOOG
ALPHABET INC
+$1.3M
37,189
+21%
增持
GOOGL
ALPHABET INC
+$1.2M
31,613
+29%
清仓
—
CI FINL CORP
-$990.9K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$917.6K
287,313
+5%
增持
USHY
ISHARES TR
+$891.8K
189,114
+16%
增持
CRM
SALESFORCE INC
+$795.3K
11,957
+12%
建仓
—
LINDE PLC
+$751.9K
2,097
增持
VYMI
VANGUARD WHITEHALL FDS
+$743.5K
34,432
+50%
减持
SCHD
SCHWAB STRATEGIC TR
-$729.0K
15,429
-36%
减持
DHR
DANAHER CORPORATION
-$712.6K
2,603
-52%
减持
PFE
PFIZER INC
-$691.5K
28,496
-23%
增持
SCHW
SCHWAB CHARLES CORP
+$652.6K
25,661
+222%
增持
—
EXXON MOBIL CORP
+$610.6K
34,876
+14%
增持
AVDV
AMERICAN CENTY ETF TR
+$583.8K
56,711
+18%
增持
V
VISA INC
+$581.8K
10,029
+29%
清仓
EPAM
EPAM SYS INC
-$580.8K
0
-100%
清仓
—
LINDE PLC
-$553.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$550.5K
4,364
-24%
增持
ITOT
ISHARES TR
+$531.9K
24,526
+25%
增持
PG
PROCTER AND GAMBLE CO
+$521.9K
19,168
+24%
清仓
DG
DOLLAR GEN CORP NEW
-$503.6K
0
-100%
增持
MRK
MERCK & CO INC
+$488.8K
23,549
+25%
增持
VIGI
VANGUARD WHITEHALL FDS
+$470.6K
75,610
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$423.9K
7,263
+3%
增持
AXP
AMERICAN EXPRESS CO
+$417.1K
6,653
+53%
增持
C
CITIGROUP INC
+$417.0K
16,790
+118%
增持
HYMB
SPDR SER TR
-$415.2K
103,626
+71%
增持
SPY
SPDR S&P 500 ETF TR
+$415.0K
11,401
+4%
增持
T
AT&T INC
+$407.7K
53,795
+63%
建仓
CME
CME GROUP INC
+$407.1K
2,112
增持
MA
MASTERCARD INCORPORATED
+$405.7K
5,164
+31%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$404.2K
14,255
-82%
增持
KO
COCA COLA CO
+$400.6K
30,530
+28%
增持
DIS
DISNEY WALT CO
+$399.2K
8,567
+73%
减持
NSC
NORFOLK SOUTHN CORP
-$395.0K
2,628
-27%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$391.1K
2,456
-36%
减持
NDAQ
NASDAQ INC
-$382.9K
4,184
-58%
减持
IAGG
ISHARES TR
-$375.8K
11,913
-40%
清仓
PAYX
PAYCHEX INC
-$374.2K
0
-100%
减持
CVS
CVS HEALTH CORP
-$370.6K
6,997
-29%
清仓
MMM
3M CO
-$368.8K
0
-100%
减持
HD
HOME DEPOT INC
-$364.9K
5,975
-10%
清仓
CRL
CHARLES RIV LABS INTL INC
-$361.4K
0
-100%
增持
SCHC
SCHWAB STRATEGIC TR
+$357.9K
97,915
+9%
清仓
MET
METLIFE INC
-$357.0K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$352.9K
19,767
-8%
增持
SCHF
SCHWAB STRATEGIC TR
+$350.6K
201,325
+0%
增持
GE
GENERAL ELECTRIC CO
+$349.4K
10,433
+18%
增持
AVES
AMERICAN CENTY ETF TR
+$349.3K
28,383
+41%
清仓
ALL
ALLSTATE CORP
-$347.9K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$338.8K
9,220
+9%
增持
VGT
VANGUARD WORLD FDS
+$324.7K
4,296
+5%
建仓
FITB
FIFTH THIRD BANCORP
+$318.3K
12,107
减持
SUB
ISHARES TR
-$314.4K
38,266
-7%
增持
VLO
VALERO ENERGY CORP
+$312.7K
5,415
+65%
建仓
ZTS
ZOETIS INC
+$310.8K
1,819
增持
—
ACTIVISION BLIZZARD INC
+$309.8K
8,053
+65%
减持
ABT
ABBOTT LABS
-$309.1K
6,479
-26%
增持
TGT
TARGET CORP
+$306.7K
4,790
+53%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$304.5K
0
-100%
减持
MRNA
MODERNA INC
-$299.7K
2,087
-41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$297.8K
15,457
+9%
建仓
IVE
ISHARES TR
+$297.3K
1,963
清仓
—
INVESCO LTD
-$296.0K
0
-100%
建仓
—
DISCOVER FINL SVCS
+$295.1K
3,006
增持
LW
LAMB WESTON HLDGS INC
+$294.8K
5,869
+75%
建仓
COF
CAPITAL ONE FINL CORP
+$289.3K
3,038
清仓
USB
US BANCORP DEL
-$287.9K
0
-100%
建仓
VRSK
VERISK ANALYTICS INC
+$287.9K
1,513
增持
VZ
VERIZON COMMUNICATIONS INC
+$283.5K
16,137
+94%
减持
ISRG
INTUITIVE SURGICAL INC
-$282.9K
1,823
-35%
清仓
AES
AES CORP
-$276.6K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$269.0K
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$268.0K
0
-100%
增持
PEP
PEPSICO INC
+$266.9K
12,706
+12%
清仓
RJF
RAYMOND JAMES FINL INC
-$264.7K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$264.0K
0
-100%
增持
AVGO
BROADCOM INC
+$263.0K
1,997
+19%
建仓
SYY
SYSCO CORP
+$262.7K
3,381
建仓
MAR
MARRIOTT INTL INC NEW
+$262.4K
1,612
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$261.1K
0
-100%
建仓
—
PARAMOUNT GLOBAL
+$260.8K
11,693
建仓
TFC
TRUIST FINL CORP
+$259.4K
7,820
建仓
—
CATALENT INC
+$258.5K
3,844
减持
NOC
NORTHROP GRUMMAN CORP
-$257.0K
776
-35%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$255.3K
4,886
-22%
建仓
EXC
EXELON CORP
+$252.9K
5,845
建仓
SCHI
SCHWAB STRATEGIC TR
+$252.0K
5,626
建仓
VICI
VICI PPTYS INC
+$251.5K
7,708
增持
ED
CONSOLIDATED EDISON INC
+$250.5K
6,124
+68%
清仓
—
SVB FINANCIAL GROUP
-$250.0K
0
-100%
建仓
WELL
WELLTOWER INC
+$249.1K
3,421
建仓
WBD
WARNER BROS DISCOVERY INC
+$248.9K
16,161
增持
BKNG
BOOKING HOLDINGS INC
+$246.7K
267
+32%
建仓
VTIP
VANGUARD MALVERN FDS
+$245.7K
5,136
清仓
HRL
HORMEL FOODS CORP
-$244.8K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$244.7K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$244.4K
1,001
+27%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$244.2K
1,848
+7%
建仓
CPB
CAMPBELL SOUP CO
+$242.6K
4,382
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$242.4K
2,632
建仓
PANW
PALO ALTO NETWORKS INC
+$241.2K
1,252
清仓
DGX
QUEST DIAGNOSTICS INC
-$239.1K
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$238.2K
9,286
建仓
BAX
BAXTER INTL INC
+$238.0K
5,645
清仓
NTAP
NETAPP INC
-$237.8K
0
-100%
增持
MPC
MARATHON PETE CORP
+$237.1K
5,154
+37%
增持
INTU
INTUIT
+$234.2K
2,045
+17%
建仓
CHD
CHURCH & DWIGHT CO INC
+$231.5K
2,557
增持
HSY
HERSHEY CO
+$231.3K
1,834
+70%
减持
WFC
WELLS FARGO CO NEW
-$230.1K
18,321
-16%
建仓
BIL
SPDR SER TR
+$229.0K
2,501
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$227.7K
2,825
增持
CMCSA
COMCAST CORP NEW
+$226.5K
21,032
+38%
建仓
CLX
CLOROX CO DEL
+$226.2K
1,432
建仓
CINF
CINCINNATI FINL CORP
+$225.2K
2,023
清仓
TECH
BIO-TECHNE CORP
-$223.4K
0
-100%
建仓
—
EVEREST RE GROUP LTD
+$221.0K
606
建仓
CL
COLGATE PALMOLIVE CO
+$220.7K
2,937
增持
IDEV
ISHARES TR
+$220.6K
68,567
+1%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$220.2K
1,562
减持
CI
THE CIGNA GROUP
-$218.7K
1,846
-21%
建仓
OMC
OMNICOM GROUP INC
+$218.4K
2,343
建仓
EW
EDWARDS LIFESCIENCES CORP
+$217.3K
2,626
建仓
BNY
BANK NEW YORK MELLON CORP
+$216.5K
4,786
增持
Z
ZILLOW GROUP INC
+$216.3K
23,118
+1%
建仓
HPQ
HP INC
+$215.6K
7,248
减持
COP
CONOCOPHILLIPS
-$213.6K
9,814
-7%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$213.0K
4,685
建仓
IR
INGERSOLL RAND INC
+$212.1K
3,823
建仓
—
ARCH CAP GROUP LTD
+$211.7K
3,084
