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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 79
减持 34
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.7M
3,306,390
+6%
增持
IEFA
ISHARES TR
+$12.5M
1,116,274
+12%
增持
SCHB
SCHWAB STRATEGIC TR
+$9.8M
492,766
+4358%
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。
减持
VOO
VANGUARD INDEX FDS
-$9.6M
161,780
-3%
减持
VTI
VANGUARD INDEX FDS
-$9.4M
333,135
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.9M
2,458,408
+8%
增持
NVDA
NVIDIA CORPORATION
-$8.5M
414,908
+3%
增持
AAPL
APPLE INC
-$7.7M
260,718
+4%
增持
IEMG
ISHARES INC
+$7.4M
845,765
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.4M
39,184
+32%
增持
GOVT
ISHARES TR
+$6.4M
2,997,326
+9%
减持
VB
VANGUARD INDEX FDS
-$6.3M
55,134
-26%
增持
VV
VANGUARD INDEX FDS
+$5.9M
43,427
+142%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$5.8M
999,491
+9%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.4M
911,946
+38%
增持
VTEB
VANGUARD MUN BD FDS
+$5.3M
1,365,745
+12%
增持
MUB
ISHARES TR
+$4.8M
349,835
+19%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.7M
6
减持
MSFT
MICROSOFT CORP
-$3.8M
99,061
-2%
建仓
DGRW
WISDOMTREE TR
+$3.2M
42,268
清仓
BOXX
EA SERIES TRUST
-$2.6M
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$2.6M
141,297
-13%
减持
VO
VANGUARD INDEX FDS
-$2.4M
50,702
-10%
减持
ORCL
ORACLE CORP
-$2.3M
89,236
-2%
增持
ABBV
ABBVIE INC
+$2.0M
37,245
+44%
增持
GOOG
ALPHABET INC
-$2.0M
95,213
+7%
减持
MRK
MERCK & CO INC
-$2.0M
19,836
-44%
增持
META
META PLATFORMS INC
-$2.0M
45,637
+5%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$1.9M
15,400
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.9M
177,367
+9%
增持
TSLA
TESLA INC
-$1.8M
55,957
+39%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.8M
514,152
+7%
减持
VGT
VANGUARD WORLD FD
-$1.7M
7,207
-19%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.7M
80,941
-5%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
112,167
+264%
增持
GOOGL
ALPHABET INC
-$1.6M
94,830
+10%
增持
ABT
ABBOTT LABS
+$1.5M
29,190
+52%
增持
SCMB
SCHWAB STRATEGIC TR
+$1.5M
574,349
+16%
增持
IJR
ISHARES TR
+$1.4M
43,414
+79%
清仓
KRE
SPDR SER TR
-$1.4M
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$1.3M
28,730
+9%
减持
IWB
ISHARES TR
-$1.3M
4,384
-46%
增持
AVGO
BROADCOM INC
+$1.3M
69,073
+38%
增持
ESGV
VANGUARD WORLD FD
+$1.3M
16,595
+550%
增持
NFLX
NETFLIX INC
+$1.3M
9,871
+6%
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$1.3M
18,343
增持
VXUS
VANGUARD STAR FDS
+$1.3M
77,662
+33%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
83,445
+30%
建仓
SMLF
ISHARES TR
+$1.2M
21,170
增持
AVDV
AMERICAN CENTY ETF TR
+$1.2M
106,773
+13%
清仓
ARGT
GLOBAL X FDS
-$1.2M
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$1.2M
10,717
+110%
增持
QQQ
INVESCO QQQ TR
+$1.2M
19,386
+29%
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$1.1M
11,679
增持
RJF
RAYMOND JAMES FINL INC
+$1.1M
10,318
+450%
减持
OGN
ORGANON & CO
-$1.1M
45,557
-55%
清仓
SCYB
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.0M
160,599
+15%
增持
CRM
SALESFORCE INC
-$1.0M
16,811
+1%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$984.7K
67,149
+22%
增持
V
VISA INC
+$969.5K
25,385
+4%
减持
CEG
CONSTELLATION ENERGY CORP
-$951.3K
9,351
-2%
增持
VYMI
VANGUARD WHITEHALL FDS
+$922.2K
128,133
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$912.8K
33,365
+87%
建仓
INTF
ISHARES TR
+$905.0K
30,267
增持
IDEV
ISHARES TR
+$883.9K
91,050
+12%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$881.3K
41,480
-0%
建仓
VSGX
VANGUARD WORLD FD
+$875.1K
15,380
增持
DLN
WISDOMTREE TR
+$868.2K
20,048
+145%
增持
AVUS
AMERICAN CENTY ETF TR
-$851.4K
91,607
+0%
增持
T
AT&T INC
+$824.4K
123,247
+8%
增持
SUB
ISHARES TR
+$813.5K
16,131
+93%
增持
IJH
ISHARES TR
+$810.7K
100,055
+34%
建仓
GDX
VANECK ETF TRUST
+$773.9K
15,572
建仓
DFIV
DIMENSIONAL ETF TRUST
+$769.1K
20,560
减持
REGN
REGENERON PHARMACEUTICALS
-$761.2K
773
-55%
减持
GPN
GLOBAL PMTS INC
-$746.2K
13,580
-24%
增持
SPY
SPDR S&P 500 ETF TR
-$742.8K
16,012
+0%
清仓
CAG
CONAGRA BRANDS INC
-$701.6K
0
-100%
增持
KO
COCA COLA CO
+$684.2K
53,407
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$676.4K
13,574
-8%
增持
ANET
ARISTA NETWORKS INC
-$673.8K
19,035
+6%
增持
JNJ
JOHNSON & JOHNSON
+$656.8K
26,747
+12%
减持
BAC
BANK AMERICA CORP
-$652.2K
64,967
-2%
减持
DHR
DANAHER CORPORATION
-$638.1K
3,617
-36%
减持
VUG
VANGUARD INDEX FDS
-$629.1K
10,922
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$620.8K
4,355
+20%
减持
UNH
UNITEDHEALTH GROUP INC
+$596.3K
12,096
-5%
清仓
KHC
KRAFT HEINZ CO
-$588.6K
0
-100%
增持
SCHC
SCHWAB STRATEGIC TR
+$583.3K
151,984
+7%
增持
LLY
ELI LILLY & CO
-$574.5K
14,668
+4%
增持
KLAC
KLA CORP
+$567.9K
2,211
+65%
清仓
NWL
NEWELL BRANDS INC
-$564.7K
0
-100%
清仓
—
RENAISSANCERE HLDGS LTD
-$559.9K
0
-100%
增持
DBEF
DBX ETF TR
+$556.8K
33,699
+77%
清仓
UPWK
UPWORK INC
-$544.3K
0
-100%
减持
HD
HOME DEPOT INC
-$531.2K
13,450
-1%
减持
—
ACCENTURE PLC IRELAND
-$524.7K
4,789
-11%
增持
DFEM
DIMENSIONAL ETF TRUST
+$519.9K
38,960
+114%
减持
GIS
GENERAL MLS INC
-$512.8K
3,498
-71%
增持
MCD
MCDONALDS CORP
+$511.5K
7,230
+18%
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$492.7K
7,624
建仓
DFSV
DIMENSIONAL ETF TRUST
+$490.7K
19,420
增持
COST
COSTCO WHSL CORP NEW
+$487.9K
5,821
+7%
减持
DIS
DISNEY WALT CO
-$483.2K
17,083
-4%
减持
CAT
CATERPILLAR INC
-$475.7K
7,148
-2%
增持
GILD
GILEAD SCIENCES INC
+$473.2K
16,259
+21%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$465.7K
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$459.5K
5,161
增持
PGR
PROGRESSIVE CORP
+$451.6K
8,462
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$448.1K
37,624
+17%
增持
AXP
AMERICAN EXPRESS CO
-$443.5K
11,550
+1%
增持
TMUS
T-MOBILE US INC
+$434.9K
7,186
+7%
减持
SPYM
SPDR SER TR
-$432.0K
3,828
-61%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$429.6K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$426.8K
34,176
+20%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$426.6K
26,868
-3%
清仓
RLI
RLI CORP
-$423.8K
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
-$420.6K
46,363
-13%
增持
MRVL
MARVELL TECHNOLOGY INC
-$419.1K
12,301
+31%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$418.2K
4,056
+27%
建仓
ZS
ZSCALER INC
+$417.6K
2,108
建仓
AVMV
AMERICAN CENTY ETF TR
+$416.9K
7,342
清仓
BBY
BEST BUY INC
-$412.1K
0
-100%
建仓
SNSR
GLOBAL X FDS
+$412.0K
13,653
增持
VIGI
VANGUARD WHITEHALL FDS
+$410.4K
130,878
+3%
清仓
MTUM
ISHARES TR
-$408.0K
0
-100%
增持
AVES
AMERICAN CENTY ETF TR
+$407.7K
42,885
+25%
减持
TGT
TARGET CORP
-$404.0K
2,365
-46%
增持
VBR
VANGUARD INDEX FDS
-$397.8K
18,279
+1%
增持
RTX
RTX CORPORATION
+$397.1K
18,016
+8%
增持
NOW
SERVICENOW INC
-$392.2K
2,761
+10%
减持
VXF
VANGUARD INDEX FDS
-$390.6K
13,308
-1%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$390.6K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$390.1K
24,161
+18%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$376.4K
7,851
+2%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$372.9K
0
-100%
增持
AMGN
AMGEN INC
+$371.0K
7,545
+11%
增持
MU
MICRON TECHNOLOGY INC
-$370.7K
13,766
+3%
建仓
INTC
INTEL CORP
+$363.7K
18,424
清仓
DON
WISDOMTREE TR
-$360.0K
0
-100%
清仓
SQ
BLOCK INC
-$360.0K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$358.4K
63,662
+8%
建仓
TOST
TOAST INC
+$358.0K
10,506
增持
MSTR
MICROSTRATEGY INC
+$356.6K
3,527
+65%
减持
SNPS
SYNOPSYS INC
-$354.9K
3,104
-8%
增持
—
LINDE PLC
+$354.5K
4,408
+15%
清仓
M
MACYS INC
-$350.7K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$350.2K
7,647
-33%
减持
USB
US BANCORP DEL
-$349.1K
19,453
-15%
