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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 2
增持 123
减持 24
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$41.7M
3,577,671
+8%
增持
VTI
VANGUARD INDEX FDS
+$25.5M
366,364
+10%
增持
NVDA
NVIDIA CORPORATION
+$24.0M
429,653
+4%
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
+$23.4M
2,608,070
+6%
增持
MUB
ISHARES TR
+$16.0M
496,553
+42%
增持
MSFT
MICROSOFT CORP
+$14.3M
104,758
+6%
增持
IEFA
ISHARES TR
+$12.6M
1,127,248
+1%
减持
VOO
VANGUARD INDEX FDS
+$9.7M
155,278
-4%
增持
META
META PLATFORMS INC
+$9.6M
46,991
+3%
增持
IEMG
ISHARES INC
+$7.5M
852,360
+1%
减持
ORCL
ORACLE CORP
+$7.2M
80,603
-10%
增持
AVGO
BROADCOM INC
+$6.7M
69,263
+0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$4.9M
184,519
+4%
增持
GEV
GE VERNOVA INC
+$4.8M
11,490
+170%
减持
AMZN
AMAZON COM INC
+$4.5M
153,735
-4%
增持
NFLX
NETFLIX INC
+$4.1M
10,192
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.0M
970,909
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
11,029
-9%
增持
WFC
WELLS FARGO CO NEW
+$3.5M
151,021
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
18,608
+16%
增持
QQQ
INVESCO QQQ TR
+$3.0M
21,251
+10%
增持
VO
VANGUARD INDEX FDS
+$2.7M
53,197
+5%
增持
NEM
NEWMONT CORP
+$2.6M
55,312
+376%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.5M
43,272
+4%
增持
GOOG
ALPHABET INC
+$2.5M
99,298
+4%
增持
VB
VANGUARD INDEX FDS
+$2.4M
56,620
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$2.4M
44,047
+4%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$2.3M
1,002,796
+0%
增持
PM
PHILIP MORRIS INTL INC
+$2.3M
37,491
+30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
38,192
-3%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.2M
509,143
+3%
增持
GOOGL
ALPHABET INC
+$2.1M
96,225
+1%
增持
GOVT
ISHARES TR
+$2.1M
3,067,339
+2%
增持
T
AT&T INC
+$2.0M
189,850
+54%
减持
AAPL
APPLE INC
+$1.9M
253,621
-3%
减持
SCMB
SCHWAB STRATEGIC TR
-$1.9M
489,484
-15%
增持
HOOD
ROBINHOOD MKTS INC
+$1.8M
25,206
+103%
增持
GE
GE AEROSPACE
+$1.8M
19,649
+14%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.7M
136,549
+4%
增持
IVV
ISHARES TR
+$1.6M
14,638
+4%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
34,815
-17%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.5M
107,809
+1%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
12,152
+11%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.4M
129,920
+1%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.4M
91,640
+0%
减持
TSLA
TESLA INC
+$1.3M
52,269
-7%
增持
V
VISA INC
+$1.3M
27,252
+7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
91,446
+10%
增持
LRCX
LAM RESEARCH CORP
+$1.3M
24,439
+41%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.2M
153,314
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.2M
281,835
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.2M
41,344
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.2M
37,324
+63%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.1M
9,765
+4%
减持
VGT
VANGUARD WORLD FD
+$1.1M
7,203
-0%
增持
—
ROYAL CARIBBEAN GROUP
+$1.1M
7,631
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.1M
74,775
+44%
增持
ABBV
ABBVIE INC
+$1.1M
39,996
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
5,140
+2%
增持
AVIV
AMERICAN CENTY ETF TR
+$1.1M
40,669
+47%
增持
COF
CAPITAL ONE FINL CORP
+$1.0M
9,016
+54%
增持
NOC
NORTHROP GRUMMAN CORP
+$998.4K
3,286
+162%
增持
OGN
ORGANON & CO
+$998.2K
152,118
+234%
减持
VV
VANGUARD INDEX FDS
+$981.2K
40,433
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$976.0K
13,065
+9%
增持
IJH
ISHARES TR
+$974.9K
100,784
+1%
增持
IDEV
ISHARES TR
+$969.9K
92,292
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$963.5K
49,838
+49%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$960.5K
529,679
+3%
增持
VXUS
VANGUARD STAR FDS
+$955.1K
80,962
+4%
减持
AVUV
AMERICAN CENTY ETF TR
+$948.8K
77,418
-4%
增持
CAT
CATERPILLAR INC
+$948.3K
7,573
+6%
增持
AVEM
AMERICAN CENTY ETF TR
+$933.9K
52,293
+13%
增持
—
EXXON MOBIL CORP
+$926.2K
64,916
+4%
增持
AXP
AMERICAN EXPRESS CO
+$920.4K
12,040
+4%
增持
VTV
VANGUARD INDEX FDS
+$919.3K
31,405
+9%
增持
INTU
INTUIT
+$893.3K
4,314
+4%
增持
MA
MASTERCARD INCORPORATED
+$891.8K
11,299
+5%
增持
DGRO
ISHARES TR
+$880.3K
24,793
+99%
增持
PSX
PHILLIPS 66
+$851.4K
11,434
+74%
增持
APH
AMPHENOL CORP NEW
+$848.1K
24,349
+3%
增持
LLY
ELI LILLY & CO
+$822.8K
14,698
+0%
增持
RBLX
ROBLOX CORP
+$819.4K
16,310
+1%
增持
—
AMCOR PLC
+$799.3K
92,955
+677%
增持
BAC
BANK AMERICA CORP
+$774.0K
66,386
+2%
增持
DFSV
DIMENSIONAL ETF TRUST
+$761.3K
40,597
+109%
增持
NOW
SERVICENOW INC
+$746.2K
2,876
+4%
增持
VOT
VANGUARD INDEX FDS
+$745.7K
11,308
+6%
增持
ITOT
ISHARES TR
+$744.7K
33,303
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$743.0K
1,327,687
-3%
增持
BLK
BLACKROCK INC
+$741.0K
2,664
+8%
增持
AVDE
AMERICAN CENTY ETF TR
+$737.1K
69,691
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$736.9K
25,696
+6%
增持
BKNG
BOOKING HOLDINGS INC
+$721.2K
531
+6%
增持
AMAT
APPLIED MATLS INC
+$711.8K
12,268
+6%
增持
CSCO
CISCO SYS INC
+$711.3K
45,297
+7%
增持
ANET
ARISTA NETWORKS INC
+$705.7K
19,655
+3%
增持
KLAC
KLA CORP
+$679.3K
2,341
+6%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$678.2K
8,997
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$676.0K
13,065
-4%
减持
APP
APPLOVIN CORP
+$667.2K
6,919
-2%
减持
MU
MICRON TECHNOLOGY INC
+$660.2K
13,233
-4%
增持
COIN
COINBASE GLOBAL INC
+$649.9K
3,221
+2%
增持
BA
BOEING CO
+$648.9K
6,952
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$638.9K
4,229
+4%
减持
IJR
ISHARES TR
+$616.4K
42,130
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$607.8K
7,941
+1%
增持
IAUM
ISHARES GOLD TR
+$604.8K
31,795
+129%
增持
KO
COCA COLA CO
+$595.4K
63,475
+19%
增持
DASH
DOORDASH INC
+$593.1K
7,119
+11%
增持
PWR
QUANTA SVCS INC
+$590.6K
4,962
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
+$587.8K
19,556
-14%
增持
C
CITIGROUP INC
+$580.4K
23,706
+1%
增持
MS
MORGAN STANLEY
+$573.8K
13,524
+9%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$573.2K
27,144
+1%
增持
WMT
WALMART INC
+$568.9K
66,786
+5%
增持
AVES
AMERICAN CENTY ETF TR
+$564.3K
46,523
+8%
增持
SMH
VANECK ETF TRUST
+$545.3K
3,187
+76%
增持
CPNG
COUPANG INC
+$538.0K
62,537
+0%
减持
USHY
ISHARES TR
+$537.2K
406,461
-1%
建仓
QUAL
ISHARES TR
+$529.5K
2,863
减持
VBR
VANGUARD INDEX FDS
+$524.5K
18,168
-1%
增持
URI
UNITED RENTALS INC
+$518.7K
2,222
+2%
增持
HWM
HOWMET AEROSPACE INC
+$514.2K
8,710
+3%
增持
PH
PARKER-HANNIFIN CORP
+$504.1K
3,160
+3%
增持
SNPS
SYNOPSYS INC
+$498.0K
3,277
+6%
增持
—
EATON CORP PLC
+$488.7K
5,888
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$481.2K
1,065
-50%
增持
ESGV
VANGUARD WORLD FD
+$480.3K
18,382
+11%
增持
IWV
ISHARES TR
+$468.9K
8,821
+0%
减持
DIS
DISNEY WALT CO
+$451.1K
15,764
-8%
清仓
—
DISCOVER FINL SVCS
-$450.9K
0
-100%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$447.9K
70,763
+5%
增持
RTX
RTX CORPORATION
+$445.8K
18,858
+5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$439.8K
19,354
+17%
增持
SPGI
S&P GLOBAL INC
+$431.6K
5,002
+5%
增持
MPC
MARATHON PETE CORP
+$430.0K
6,437
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$427.9K
18,863
+0%
减持
NET
CLOUDFLARE INC
+$426.5K
5,033
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$422.6K
112,700
+0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$422.1K
5,284
+21%
增持
PANW
PALO ALTO NETWORKS INC
+$421.7K
10,447
+2%
增持
HON
HONEYWELL INTL INC
+$420.4K
9,183
+3%
减持
IDXX
IDEXX LABS INC
+$420.0K
2,889
-1%
增持
ABT
ABBOTT LABS
+$415.9K
30,922
+6%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$413.9K
18,344
+0%
增持
VLO
VALERO ENERGY CORP
+$411.8K
7,038
+22%
增持
MSTR
MICROSTRATEGY INC
+$410.9K
3,536
+0%
增持
COST
COSTCO WHSL CORP NEW
+$410.6K
6,129
+5%
建仓
GLD
SPDR GOLD TR
+$406.3K
1,330
