小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 88
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$36.3M
4,308,564
+9%
增持
VTI
VANGUARD INDEX FDS
+$14.0M
425,885
+7%
增持
VOO
VANGUARD INDEX FDS
+$13.9M
187,783
+10%
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
+$13.0M
3,027,310
+7%
增持
GOVT
ISHARES TR
+$9.7M
3,825,629
+12%
增持
GOOGL
ALPHABET INC
+$9.3M
106,063
+5%
增持
GOOG
ALPHABET INC
+$8.0M
106,413
+0%
增持
ORCL
ORACLE CORP
-$7.1M
84,262
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$6.6M
1,322,300
+10%
减持
MSFT
MICROSOFT CORP
-$5.7M
110,319
-2%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$4.8M
1,150,759
+6%
增持
LLY
ELI LILLY & CO
+$4.7M
14,519
+8%
减持
META
META PLATFORMS INC
-$4.4M
47,054
-4%
增持
VGT
VANGUARD WORLD FD
+$4.1M
12,542
+73%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$3.6M
160,113
+28%
增持
AMZN
AMAZON COM INC
+$3.6M
164,468
+1%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$3.3M
50,982
增持
AAPL
APPLE INC
+$3.1M
282,853
+3%
减持
MUB
ISHARES TR
-$2.9M
465,572
-6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.8M
625,652
+12%
增持
VXUS
VANGUARD STAR FDS
+$2.7M
132,533
+31%
减持
IEMG
ISHARES INC
+$2.6M
866,536
-0%
增持
NFLX
NETFLIX INC
-$2.6M
108,735
+939%
增持
ITOT
ISHARES TR
+$2.4M
48,351
+45%
增持
RVMD
REVOLUTION MEDICINES INC
+$2.3M
40,056
+0%
清仓
CPB
THE CAMPBELLS COMPANY
-$2.1M
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$2.1M
158,679
-0%
增持
AVGO
BROADCOM INC
+$2.1M
77,595
+6%
减持
MU
MICRON TECHNOLOGY INC
+$2.1M
13,627
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.9M
1,035,169
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
36,950
-8%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.8M
23,862
+178%
减持
IEFA
ISHARES TR
+$1.8M
1,108,495
-2%
增持
LRCX
LAM RESEARCH CORP
+$1.7M
26,007
+3%
减持
T
AT&T INC
-$1.6M
125,013
-30%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.5M
93,946
-21%
增持
NEM
NEWMONT CORP
+$1.5M
64,945
+2%
建仓
BSVO
EA SERIES TRUST
+$1.5M
60,853
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
47,811
+4%
增持
CRM
SALESFORCE INC
+$1.4M
18,962
+23%
增持
AMAT
APPLIED MATLS INC
+$1.3M
13,816
+8%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.3M
138,264
+4%
增持
BOXX
EA SERIES TRUST
+$1.3M
14,864
+322%
增持
KVUE
KENVUE INC
+$1.2M
83,827
+720%
减持
HD
HOME DEPOT INC
-$1.2M
12,385
-13%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.1M
105,724
+45%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
458,227
-1%
清仓
SCHO
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
6,217
+5%
增持
VB
VANGUARD INDEX FDS
+$1.0M
57,607
+2%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
26,475
-13%
增持
PH
PARKER-HANNIFIN CORP
+$1.0M
3,820
+16%
减持
OGN
ORGANON & CO
-$1.0M
27,889
-76%
减持
COP
CONOCOPHILLIPS
-$965.8K
15,757
-39%
增持
WMT
WALMART INC
+$962.7K
73,345
+4%
增持
CAT
CATERPILLAR INC
+$948.9K
8,187
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$919.7K
46,725
+12%
增持
CMF
ISHARES TR
+$917.1K
157,426
+10%
增持
GS
GOLDMAN SACHS GROUP INC
+$894.5K
5,586
+1%
增持
KO
COCA COLA CO
+$874.4K
65,259
+23%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$868.9K
263,474
-2%
减持
HOOD
ROBINHOOD MKTS INC
-$853.4K
24,090
-5%
减持
MSTR
STRATEGY INC
-$848.9K
3,101
-25%
增持
AVDV
AMERICAN CENTY ETF TR
+$848.5K
110,511
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$826.7K
21,982
+81%
减持
RBLX
ROBLOX CORP
-$824.8K
16,354
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$814.9K
91,981
+23%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$770.7K
186,833
+0%
增持
JNJ
JOHNSON & JOHNSON
+$760.4K
30,712
+3%
建仓
—
PINNACLE FINL PARTNERS INC
+$732.2K
7,650
增持
USHY
ISHARES TR
+$709.8K
441,908
+5%
增持
SCHV
SCHWAB STRATEGIC TR
+$700.6K
39,580
+134%
增持
IJH
ISHARES TR
+$695.5K
104,019
+6%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$692.7K
7
+17%
增持
PPC
PILGRIMS PRIDE CORP
+$682.8K
44,011
+78%
减持
—
LINDE PLC
-$675.6K
3,760
-23%
建仓
STIP
ISHARES TR
+$662.8K
6,465
增持
AXP
AMERICAN EXPRESS CO
+$654.0K
12,295
+1%
增持
QQQ
INVESCO QQQ TR
+$644.3K
26,349
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$633.8K
78,125
+2%
清仓
—
KELLANOVA
-$626.1K
0
-100%
建仓
SNDK
SANDISK CORP
+$616.6K
1,744
清仓
GIS
GENERAL MLS INC
-$616.1K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$615.3K
25,260
+10%
减持
COIN
COINBASE GLOBAL INC
-$592.8K
4,074
-4%
减持
EOG
EOG RES INC
-$590.4K
5,480
-47%
增持
DGRO
ISHARES TR
+$587.0K
37,084
+26%
减持
CPNG
COUPANG INC
-$585.6K
62,837
-1%
增持
MRK
MERCK & CO INC
+$574.8K
23,531
+4%
增持
NOW
SERVICENOW INC
-$571.9K
13,624
+369%
减持
MSI
MOTOROLA SOLUTIONS INC
-$571.6K
3,830
-13%
增持
AMGN
AMGEN INC
+$568.5K
8,541
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$540.4K
502,881
+1%
增持
COF
CAPITAL ONE FINL CORP
+$536.6K
10,206
+6%
减持
KMB
KIMBERLY-CLARK CORP
-$531.9K
2,065
-66%
减持
VUSB
VANGUARD BD INDEX FDS
-$526.7K
9,863
-52%
建仓
SPTI
SPDR SERIES TRUST
+$521.5K
18,045
增持
BAC
BANK AMERICA CORP
+$509.2K
74,007
+3%
增持
CL
COLGATE PALMOLIVE CO
+$505.7K
16,440
+71%
增持
BA
BOEING CO
+$504.8K
9,599
+26%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$502.1K
20,689
增持
GEV
GE VERNOVA INC
+$501.7K
7,827
+1%
减持
C
CITIGROUP INC
+$495.3K
24,261
-3%
减持
DASH
DOORDASH INC
-$493.5K
7,043
-8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$490.4K
48,912
+67%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$481.8K
19,256
+41%
增持
GE
GE AEROSPACE
+$479.2K
20,365
+1%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$466.5K
12,560
-49%
增持
AVUS
AMERICAN CENTY ETF TR
+$461.9K
91,700
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$457.6K
6,104
-60%
建仓
SOXX
ISHARES TR
+$456.2K
1,404
建仓
LITE
LUMENTUM HLDGS INC
+$451.8K
1,150
清仓
—
SYNOVUS FINL CORP
-$449.8K
0
-100%
建仓
—
SHARKNINJA INC
+$448.1K
3,803
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$446.1K
7,945
增持
VUG
VANGUARD INDEX FDS
+$444.2K
12,866
+6%
增持
MUSA
MURPHY USA INC
+$444.1K
1,921
+96%
增持
GLD
SPDR GOLD TR
+$438.2K
2,790
+45%
清仓
BITB
BITWISE BITCOIN ETF TR
-$429.9K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$427.5K
51,105
+26%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$421.7K
6,781
-9%
减持
ADBE
ADOBE INC
-$418.1K
3,965
-21%
增持
VTV
VANGUARD INDEX FDS
+$413.8K
32,800
+3%
增持
—
ACCENTURE PLC IRELAND
+$411.5K
3,367
+66%
减持
TMUS
T-MOBILE US INC
-$408.7K
6,792
-12%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$406.0K
0
-100%
增持
USB
US BANCORP DEL
+$405.2K
27,709
+18%
增持
AVDE
AMERICAN CENTY ETF TR
+$403.2K
70,734
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$402.5K
5,605
-20%
增持
IDEV
ISHARES TR
+$397.7K
93,710
+1%
增持
NU
NU HLDGS LTD
+$396.9K
55,047
+47%
增持
CIEN
CIENA CORP
+$396.8K
3,272
+10%
减持
PGR
PROGRESSIVE CORP
-$396.7K
8,192
-5%
增持
IVV
ISHARES TR
+$395.8K
14,480
+1%
减持
CTAS
CINTAS CORP
-$393.3K
9,951
-12%
建仓
—
TOTALENERGIES SE
+$389.5K
6,208
增持
—
ANGLOGOLD ASHANTI PLC
+$388.3K
8,082
+67%
减持
SCHX
SCHWAB STRATEGIC TR
-$388.1K
128,614
-12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$383.6K
8,860
+7%
清仓
DOCS
DOXIMITY INC
-$379.2K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$369.7K
54,412
+4%
建仓
UL
UNILEVER PLC
+$367.0K
5,860
增持
WBD
WARNER BROS DISCOVERY INC
+$366.1K
31,853
+9%
减持
KLAC
KLA CORP
+$365.9K
1,879
-7%
增持
IJR
ISHARES TR
+$363.0K
39,980
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$362.8K
21,039
-5%
增持
TJX
TJX COS INC NEW
+$358.3K
17,954
+6%
增持
VV
VANGUARD INDEX FDS
+$357.7K
36,185
+0%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$357.3K
7,957
清仓
—
TOTALENERGIES SE
-$356.1K
0
-100%
