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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 27
增持 95
减持 16
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.0M
2,639,218
+8%
增持
NVDA
NVIDIA CORPORATION
+$11.0M
31,727
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.2M
1,654,878
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。
+9%
增持
VTI
VANGUARD INDEX FDS
+$8.2M
233,693
+6%
增持
VOO
VANGUARD INDEX FDS
+$6.9M
123,296
+3%
增持
MSFT
MICROSOFT CORP
+$5.6M
80,247
+5%
增持
META
META PLATFORMS INC
+$5.5M
32,320
+4%
增持
AMZN
AMAZON COM INC
+$5.0M
112,870
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$4.6M
767,452
+15%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$3.5M
35,130
增持
VTC
VANGUARD SCOTTSDALE FDS
+$3.0M
647,449
+8%
增持
AAPL
APPLE INC
-$2.9M
194,179
+1%
减持
IEFA
ISHARES TR
+$2.5M
640,200
-0%
减持
TSLA
TESLA INC
-$2.3M
29,213
-6%
增持
WFC
WELLS FARGO CO NEW
+$2.2M
152,910
+16%
增持
LLY
ELI LILLY & CO
+$1.9M
11,825
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.9M
21,470
-54%
增持
IEMG
ISHARES INC
+$1.7M
550,339
+1%
增持
GOOG
ALPHABET INC
+$1.6M
81,250
+1%
增持
GOVT
ISHARES TR
+$1.5M
1,866,147
+6%
增持
—
EXXON MOBIL CORP
+$1.5M
44,153
+16%
增持
GOOGL
ALPHABET INC
+$1.4M
62,923
+4%
增持
CRM
SALESFORCE INC
+$1.3M
15,904
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
24,631
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
6,137
-20%
增持
NFLX
NETFLIX INC
+$1.1M
6,529
+8%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
32,102
+5%
增持
VB
VANGUARD INDEX FDS
+$1.0M
46,995
+3%
增持
AVGO
BROADCOM INC
+$1.0M
3,663
+2%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
11,136
+23%
清仓
CNXC
CONCENTRIX CORP
-$1.0M
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
15,732
+128%
增持
VGT
VANGUARD WORLD FD
+$1.0M
7,362
+25%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$965.3K
126,419
+3%
清仓
VPU
VANGUARD WORLD FDS
-$957.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$910.3K
32,471
+16%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$862.5K
367,991
+5%
增持
USHY
ISHARES TR
+$767.9K
329,795
+7%
增持
CEG
CONSTELLATION ENERGY CORP
+$766.3K
8,149
+24%
增持
IVV
ISHARES TR
+$744.4K
13,130
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$732.1K
16,732
-43%
增持
AMD
ADVANCED MICRO DEVICES INC
+$723.7K
17,867
+12%
增持
AVUS
AMERICAN CENTY ETF TR
+$714.5K
91,419
+0%
增持
QQQ
INVESCO QQQ TR
+$711.6K
17,990
+1%
增持
CAT
CATERPILLAR INC
+$702.9K
6,474
+11%
减持
MUB
ISHARES TR
-$673.3K
202,447
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$669.8K
14,131
+1%
增持
VO
VANGUARD INDEX FDS
+$663.9K
34,267
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$623.7K
602
+18%
减持
ADBE
ADOBE INC
-$615.8K
5,493
-4%
增持
MA
MASTERCARD INCORPORATED
+$612.5K
8,285
+6%
清仓
HUM
HUMANA INC
-$610.5K
0
-100%
增持
MRK
MERCK & CO INC
+$583.4K
30,765
+9%
增持
AMAT
APPLIED MATLS INC
+$581.5K
8,824
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$563.2K
263,513
+0%
增持
CVX
CHEVRON CORP NEW
+$562.4K
12,966
+26%
增持
SCHE
SCHWAB STRATEGIC TR
+$560.3K
291,067
+2%
增持
WMT
WALMART INC
+$552.0K
49,014
+226%
减持
SUB
ISHARES TR
-$538.2K
5,028
-50%
清仓
SHYG
ISHARES TR
-$535.2K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$520.5K
82,167
+6%
增持
MU
MICRON TECHNOLOGY INC
+$509.5K
11,984
+6%
减持
BND
VANGUARD BD INDEX FDS
-$495.8K
7,120
-48%
增持
VLO
VALERO ENERGY CORP
+$490.4K
6,880
+23%
建仓
—
2SEVENTY BIO INC
+$483.8K
85,934
增持
ORCL
ORACLE CORP
+$474.6K
18,306
+8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$473.1K
8,235
+3%
增持
AVDV
AMERICAN CENTY ETF TR
+$466.7K
64,652
+5%
增持
VIGI
VANGUARD WHITEHALL FDS
+$463.3K
96,453
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$453.5K
51,863
+6%
建仓
GEV
GE VERNOVA LLC
+$452.6K
3,424
清仓
ISHG
ISHARES TR
-$449.0K
0
-100%
建仓
AR
ANTERO RESOURCES CORP
+$432.0K
14,292
增持
COST
COSTCO WHSL CORP NEW
+$427.8K
4,191
+7%
建仓
BBWI
BATH & BODY WORKS INC
+$425.0K
9,212
增持
DIS
DISNEY WALT CO
+$423.7K
13,161
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$420.7K
7,903
+11%
增持
QCOM
QUALCOMM INC
+$420.5K
9,106
+7%
增持
HD
HOME DEPOT INC
+$420.4K
10,557
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$412.3K
9,373
+11%
增持
GE
GENERAL ELECTRIC CO
+$404.7K
14,004
+2%
减持
BA
BOEING CO
-$402.0K
5,516
-9%
增持
V
VISA INC
+$400.9K
14,544
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$392.9K
4,394
+9%
建仓
COIN
COINBASE GLOBAL INC
+$379.5K
1,562
增持
UBER
UBER TECHNOLOGIES INC
+$378.6K
15,363
+17%
增持
IJH
ISHARES TR
+$372.6K
68,884
+402%
增持
ITOT
ISHARES TR
+$371.9K
29,582
+3%
建仓
DXJ
WISDOMTREE TR
+$368.8K
3,400
减持
NKE
NIKE INC
-$359.0K
8,401
-23%
减持
—
MASONITE INTL CORP
+$356.7K
27,865
-26%
增持
MPC
MARATHON PETE CORP
+$355.6K
5,759
+4%
增持
VV
VANGUARD INDEX FDS
+$352.7K
17,416
+0%
清仓
NEM
NEWMONT CORP
-$351.9K
0
-100%
建仓
COO
COOPER COS INC
+$349.3K
3,531
增持
—
EATON CORP PLC
+$343.8K
4,332
+2%
增持
—
LAM RESEARCH CORP
+$339.8K
1,386
+4%
建仓
EPI
WISDOMTREE TR
+$335.8K
7,492
清仓
—
COOPER COS INC
-$328.7K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$323.6K
9,310
+2%
增持
URI
UNITED RENTALS INC
+$321.6K
2,033
+2%
增持
—
LINDE PLC
+$317.1K
2,859
+18%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$313.9K
0
-100%
增持
—
MARATHON OIL CORP
+$313.2K
24,911
+42%
建仓
DLR
DIGITAL RLTY TR INC
+$310.1K
2,126
增持
BAC
BANK AMERICA CORP
+$310.0K
53,092
+7%
清仓
LULU
LULULEMON ATHLETICA INC
-$304.2K
0
-100%
增持
COP
CONOCOPHILLIPS
+$304.2K
14,862
+2%
减持
GILD
GILEAD SCIENCES INC
-$301.6K
9,468
-17%
增持
BKR
BAKER HUGHES COMPANY
+$301.2K
16,131
+109%
建仓
MHK
MOHAWK INDS INC
+$300.5K
2,401
增持
PPC
PILGRIMS PRIDE CORP
+$299.7K
23,268
+29%
增持
ABBV
ABBVIE INC
+$298.4K
18,496
+5%
建仓
SJM
SMUCKER J M CO
+$297.2K
2,532
增持
SCHX
SCHWAB STRATEGIC TR
+$293.2K
47,161
+2%
增持
INTU
INTUIT
+$291.0K
3,368
+7%
增持
PCAR
PACCAR INC
+$285.0K
8,434
+12%
增持
RTX
RTX CORPORATION
+$283.6K
11,724
+11%
增持
—
ASML HOLDING N V
+$282.1K
794
+14%
增持
PGR
PROGRESSIVE CORP
+$281.5K
5,783
+6%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$278.6K
3,099
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$278.0K
45,199
-8%
建仓
FICO
FAIR ISAAC CORP
+$277.9K
228
增持
SNPS
SYNOPSYS INC
+$272.5K
3,463
+2%
增持
REGN
REGENERON PHARMACEUTICALS
+$268.7K
1,423
+20%
增持
PSX
PHILLIPS 66
+$267.6K
4,953
+20%
建仓
—
DISCOVER FINL SVCS
+$265.3K
2,117
增持
NOW
SERVICENOW INC
+$261.9K
1,953
+7%
减持
PM
PHILIP MORRIS INTL INC
-$261.1K
8,135
-22%
建仓
NET
CLOUDFLARE INC
+$255.2K
2,631
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$253.4K
3,968
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$252.6K
17,628
+3%
建仓
XBI
SPDR SER TR
+$251.0K
2,739
增持
CRWD
CROWDSTRIKE HLDGS INC
+$250.4K
3,951
+6%
增持
—
ARISTA NETWORKS INC
+$249.6K
4,360
+4%
清仓
SNOW
SNOWFLAKE INC
-$249.4K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$249.0K
14,179
-0%
清仓
CPB
CAMPBELL SOUP CO
-$247.6K
0
-100%
增持
PWR
QUANTA SVCS INC
+$247.2K
4,674
+1%
建仓
BURL
BURLINGTON STORES INC
+$246.9K
1,238
建仓
OVV
OVINTIV INC
+$246.7K
4,441
建仓
SCCO
SOUTHERN COPPER CORP
+$246.7K
2,119
建仓
CPAY
CORPAY INC
+$241.8K
794
建仓
HEDJ
WISDOMTREE TR
+$240.2K
5,062
建仓
CTVA
CORTEVA INC
+$239.3K
4,161
建仓
KD
KYNDRYL HLDGS INC
+$236.2K
10,661
增持
PH
PARKER-HANNIFIN CORP
+$235.5K
2,053
+3%
建仓
TTD
THE TRADE DESK INC
+$235.4K
2,711
清仓
MDB
MONGODB INC
-$233.9K
0
-100%
建仓
IEX
IDEX CORP
+$233.4K
966