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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 24
增持 103
减持 12
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$22.0M
640,281
+79%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$11.0M
600,043
+23%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.0M
2,454,342
+0%
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
VTEB
VANGUARD MUN BD FDS
+$9.7M
665,785
+31%
增持
VTI
VANGUARD INDEX FDS
+$9.5M
220,204
+11%
增持
IEMG
ISHARES INC
+$9.4M
546,105
+45%
增持
SCMB
SCHWAB STRATEGIC TR
+$7.4M
246,582
+119%
增持
GOVT
ISHARES TR
+$7.1M
1,766,774
+16%
增持
MSFT
MICROSOFT CORP
+$6.9M
76,345
+16%
增持
AAPL
APPLE INC
+$6.2M
193,000
+17%
增持
VOO
VANGUARD INDEX FDS
+$5.5M
119,184
+2%
增持
NVDA
NVIDIA CORPORATION
+$4.6M
30,784
+21%
增持
MUB
ISHARES TR
+$4.1M
205,744
+16%
增持
AMZN
AMAZON COM INC
+$3.8M
106,685
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.4M
1,517,685
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.7M
263,102
+28%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.6M
350,389
+15%
增持
META
META PLATFORMS INC
+$2.4M
31,110
+13%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.4M
284,574
+47%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.3M
122,396
+10%
减持
SUB
ISHARES TR
-$2.1M
10,096
-68%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.1M
46,442
+374%
增持
USHY
ISHARES TR
+$2.0M
309,408
+16%
增持
WFC
WELLS FARGO CO NEW
+$1.7M
131,414
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
24,127
+15%
清仓
SGOV
ISHARES TR
-$1.6M
0
-100%
增持
IDEV
ISHARES TR
+$1.6M
88,277
+27%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.5M
77,574
+31%
增持
AVGO
BROADCOM INC
+$1.5M
3,587
+28%
建仓
RVMD
REVOLUTION MEDICINES INC
+$1.5M
49,600
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
49,077
+30%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
30,440
+15%
增持
GOOGL
ALPHABET INC
+$1.4M
60,776
+20%
增持
VO
VANGUARD INDEX FDS
+$1.4M
33,822
+9%
建仓
CMF
ISHARES TR
+$1.3M
22,887
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.2M
49,105
-32%
增持
LLY
ELI LILLY & CO
+$1.2M
11,198
+10%
增持
VB
VANGUARD INDEX FDS
+$1.2M
45,412
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
52,457
+301%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.1M
92,575
+7%
增持
NYF
ISHARES TR
+$1.1M
49,902
+58%
建仓
DBEF
DBX ETF TR
+$1.1M
28,758
增持
SPMD
SPDR SER TR
+$1.0M
40,594
+86%
增持
SPEM
SPDR INDEX SHS FDS
+$974.1K
42,750
+173%
清仓
IUSV
ISHARES TR
-$894.2K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$873.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$837.3K
12,954
增持
NFLX
NETFLIX INC
+$821.9K
6,055
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$820.0K
21,901
+36%
增持
CRM
SALESFORCE INC
+$815.6K
13,271
+4%
减持
VXUS
VANGUARD STAR FDS
-$812.1K
44,294
-30%
增持
GOOG
ALPHABET INC
+$800.0K
80,154
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$790.9K
15,923
+11%
增持
V
VISA INC
+$779.2K
13,803
+14%
增持
COST
COSTCO WHSL CORP NEW
+$758.4K
3,905
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$731.5K
7,698
+19%
增持
KO
COCA COLA CO
+$725.4K
34,403
+36%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$645.9K
13,391
增持
ISRG
INTUITIVE SURGICAL INC
+$629.1K
4,029
+71%
增持
HD
HOME DEPOT INC
+$628.2K
9,758
+4%
减持
AVUS
AMERICAN CENTY ETF TR
+$624.9K
91,210
-1%
增持
IDXX
IDEXX LABS INC
+$622.1K
2,542
+48%
增持
MRK
MERCK & CO INC
+$619.9K
28,240
+10%
清仓
—
APTIV PLC
-$613.7K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$598.6K
0
-100%
增持
QRVO
QORVO INC
+$592.7K
7,594
+247%
增持
ADBE
ADOBE INC
+$590.2K
5,721
+11%
建仓
HRB
BLOCK H & R INC
+$584.3K
12,371
增持
IAGG
ISHARES TR
+$577.8K
30,017
+61%
清仓
RWO
SPDR INDEX SHS FDS
-$558.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$554.9K
7,819
+12%
增持
CNXC
CONCENTRIX CORP
+$526.5K
10,559
+70%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$503.2K
9,801
减持
CVX
CHEVRON CORP NEW
-$499.8K
10,288
-16%
增持
SBUX
STARBUCKS CORP
+$494.6K
17,908
+39%
建仓
KHC
KRAFT HEINZ CO
+$492.6K
12,879
增持
BA
BOEING CO
+$490.1K
6,046
+27%
增持
AVDV
AMERICAN CENTY ETF TR
+$488.2K
61,667
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$479.4K
14,051
-2%
增持
CAT
CATERPILLAR INC
+$479.3K
5,834
+29%
增持
INTC
INTEL CORP
+$478.9K
25,255
+22%
建仓
ALL
ALLSTATE CORP
+$466.1K
3,120
建仓
ULTA
ULTA BEAUTY INC
+$466.1K
965
增持
SCHC
SCHWAB STRATEGIC TR
+$462.3K
111,742
+5%
增持
AXP
AMERICAN EXPRESS CO
+$458.1K
9,107
+7%
增持
PG
PROCTER AND GAMBLE CO
+$443.5K
28,090
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$440.9K
3,741
+27%
增持
VOE
VANGUARD INDEX FDS
+$440.6K
19,391
+6%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$437.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$435.8K
17,889
-4%
增持
NKE
NIKE INC
+$434.2K
10,842
+52%
减持
IVV
ISHARES TR
+$432.8K
12,813
-2%
增持
ABT
ABBOTT LABS
+$427.0K
12,092
+26%
增持
SPG
SIMON PPTY GROUP INC NEW
+$419.0K
5,687
+54%
增持
AMT
AMERICAN TOWER CORP NEW
+$417.9K
3,028
+108%
增持
T
AT&T INC
+$414.3K
52,300
+57%
增持
USB
US BANCORP DEL
+$410.4K
15,507
+83%
增持
AMGN
AMGEN INC
+$410.4K
4,503
+24%
增持
BAC
BANK AMERICA CORP
+$410.0K
49,565
+2%
减持
TXN
TEXAS INSTRS INC
-$404.6K
3,845
-43%
增持
XLK
SELECT SECTOR SPDR TR
+$404.1K
14,250
+5%
增持
NVO
NOVO-NORDISK A S
+$402.4K
8,851
+51%
增持
VNQ
VANGUARD INDEX FDS
+$401.2K
24,552
+5%
增持
NOW
SERVICENOW INC
+$384.7K
1,818
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$384.1K
8,453
+23%
增持
MU
MICRON TECHNOLOGY INC
+$383.3K
11,302
+36%
增持
QCOM
QUALCOMM INC
+$382.1K
8,475
+19%
增持
DIS
DISNEY WALT CO
+$378.9K
12,331
+39%
增持
CVS
CVS HEALTH CORP
+$378.7K
19,079
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$374.9K
17,656
+67%
建仓
VEEV
VEEVA SYS INC
+$363.7K
1,909
建仓
PSK
SPDR SER TR
+$361.9K
10,700
建仓
CMA
COMERICA INC
+$360.9K
6,354
增持
DHI
D R HORTON INC
+$360.9K
7,377
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$359.9K
17,154
+5%
减持
VTV
VANGUARD INDEX FDS
+$359.0K
28,666
-1%
增持
GE
GENERAL ELECTRIC CO
+$357.1K
13,711
+8%
增持
HYMB
SPDR SER TR
+$356.0K
79,733
+14%
增持
HON
HONEYWELL INTL INC
+$354.5K
7,214
+21%
建仓
FCN
FTI CONSULTING INC
+$352.6K
1,813
建仓
NEM
NEWMONT CORP
+$351.9K
8,748
增持
ABBV
ABBVIE INC
+$351.5K
17,645
+5%
增持
EW
EDWARDS LIFESCIENCES CORP
+$350.6K
7,784
+138%
增持
AVES
AMERICAN CENTY ETF TR
+$348.2K
33,880
+24%
清仓
PFF
ISHARES TR
-$343.4K
0
-100%
增持
RTX
RTX CORPORATION
+$340.6K
10,572
+36%
减持
AVDE
AMERICAN CENTY ETF TR
+$338.9K
68,673
-0%
建仓
SYY
SYSCO CORP
+$333.6K
4,412
清仓
CTVA
CORTEVA INC
-$333.2K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$333.0K
5,238
增持
TGT
TARGET CORP
+$332.2K
4,001
+80%
增持
C
CITIGROUP INC
+$331.5K
11,696
+59%
增持
FHN
FIRST HORIZON CORPORATION
+$327.3K
32,334
+134%
清仓
DFSV
DIMENSIONAL ETF TRUST
-$325.9K
0
-100%
增持
DXCM
DEXCOM INC
+$322.9K
4,936
+29%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$320.8K
509
+14%
建仓
SHOP
SHOPIFY INC
+$319.8K
4,116
建仓
ZION
ZIONS BANCORPORATION N A
+$319.8K
7,179
增持
AMAT
APPLIED MATLS INC
+$318.5K
8,414
+23%
增持
Z
ZILLOW GROUP INC
+$317.2K
24,452
+2%
建仓
OMC
OMNICOM GROUP INC
+$316.3K
3,585
建仓
EQT
EQT CORP
+$315.3K
8,252
增持
VGT
VANGUARD WORLD FDS
+$315.1K
5,899
+1%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$313.9K
12,249
清仓
PYPL
PAYPAL HLDGS INC
-$313.3K
0
-100%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$310.7K
20,601
增持
PANW
PALO ALTO NETWORKS INC
+$308.0K
2,962
+36%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$304.3K
9,669
-32%
建仓
LULU
LULULEMON ATHLETICA INC
+$304.2K
619
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$303.3K
2,845
+14%
