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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 96
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$46.3M
4,740,776
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$18.1M
3,280,863
+8%
增持
GOOG
ALPHABET INC
+$15.9M
159,605
+50%
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
VTC
VANGUARD SCOTTSDALE FDS
+$14.9M
1,356,285
+18%
增持
VTI
VANGUARD INDEX FDS
+$13.8M
475,275
+12%
减持
MSFT
MICROSOFT CORP
-$13.6M
106,223
-4%
增持
GOOGL
ALPHABET INC
+$12.9M
148,344
+40%
增持
VTEB
VANGUARD MUN BD FDS
+$12.8M
1,587,787
+20%
增持
GOVT
ISHARES TR
+$11.8M
4,370,401
+14%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$10.5M
265,373
+1%
增持
IEFA
ISHARES TR
+$9.3M
1,158,252
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.9M
189,589
+102%
增持
GEV
GE VERNOVA INC
+$7.7M
13,747
+76%
减持
ORCL
ORACLE CORP
-$6.9M
65,023
-23%
增持
IEMG
ISHARES INC
+$6.0M
896,140
+3%
增持
VTV
VANGUARD INDEX FDS
+$6.0M
61,097
+86%
增持
QQQ
INVESCO QQQ TR
+$6.0M
36,981
+40%
建仓
HNGE
HINGE HEALTH INC
+$5.1M
133,303
增持
TSLA
TESLA INC
-$4.4M
55,950
+2%
减持
NVDA
NVIDIA CORPORATION
-$4.3M
452,533
-1%
增持
VXF
VANGUARD INDEX FDS
+$3.9M
32,969
+121%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$3.3M
194,623
+22%
增持
ADI
ANALOG DEVICES INC
+$3.2M
12,957
+195%
增持
—
EXXON MOBIL CORP
+$2.8M
67,672
+3%
增持
IVW
ISHARES TR
+$2.8M
33,042
+258%
减持
WFC
WELLS FARGO & CO
-$2.7M
144,393
-9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.6M
682,426
+9%
增持
GILD
GILEAD SCIENCES INC
+$2.4M
32,777
+84%
增持
AMZN
AMAZON COM INC
-$2.2M
169,403
+3%
减持
CRM
SALESFORCE INC
-$2.0M
17,402
-8%
增持
LLY
ELI LILLY & CO
-$2.0M
14,822
+2%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
34,444
+12%
增持
MAR
MARRIOTT INTL INC NEW
+$1.9M
8,961
+130%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.8M
59,159
+27%
增持
APP
APPLOVIN CORP
-$1.8M
7,570
+1%
减持
HOOD
ROBINHOOD MKTS INC
-$1.7M
15,410
-36%
增持
CAT
CATERPILLAR INC
+$1.7M
8,512
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.7M
1,036,722
+0%
减持
V
VISA INC
-$1.6M
26,534
-4%
减持
INTU
INTUIT
-$1.5M
3,515
-21%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
144,811
+9%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
194,068
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
9,844
+319%
增持
WMT
WALMART INC
+$1.5M
76,664
+5%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.5M
6,799
+8%
增持
META
META PLATFORMS INC
-$1.4M
47,593
+1%
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
14,714
+8%
增持
VO
VANGUARD INDEX FDS
+$1.3M
59,116
+7%
增持
USHY
ISHARES TR
+$1.3M
482,749
+9%
增持
SNDK
SANDISK CORP
+$1.3M
2,497
+43%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
11,063
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
27,372
+12%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$1.2M
0
-100%
建仓
—
ASTRAZENECA PLC
+$1.2M
5,838
减持
AMAT
APPLIED MATLS INC
+$1.1M
13,406
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
13,044
-13%
清仓
—
ASTRAZENECA PLC
-$1.1M
0
-100%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.1M
41,557
-18%
减持
IAUM
ISHARES GOLD TR
-$1.1M
32,827
-45%
减持
ABT
ABBOTT LABORATORIES
-$1.1M
27,899
-11%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.1M
110,884
+0%
减持
NOW
SERVICENOW INC
-$1.0M
10,566
-22%
减持
VYMI
VANGUARD WHITEHALL FDS
+$1.0M
138,036
-0%
增持
BOXX
EA SERIES TRUST
+$1.0M
23,492
+58%
增持
VB
VANGUARD INDEX FDS
+$991.8K
60,051
+4%
减持
LRCX
LAM RESEARCH CORP
-$971.8K
17,485
-33%
减持
BSX
BOSTON SCIENTIFIC CORP
-$965.7K
19,598
-12%
减持
CMF
ISHARES TR
-$960.3K
142,044
-10%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$959.6K
7,049
增持
FAST
FASTENAL CO
+$948.6K
35,142
+92%
减持
QCOM
QUALCOMM INC
-$926.9K
11,595
-13%
减持
VIGI
VANGUARD WHITEHALL FDS
-$925.2K
127,708
-7%
增持
IVV
ISHARES TR
+$921.5K
16,128
+11%
增持
GLW
CORNING INC
+$911.0K
9,518
+27%
增持
CIEN
CIENA CORP
+$894.5K
3,528
+8%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$891.9K
6
-14%
增持
CVX
CHEVRON CORPORATION
+$868.9K
21,095
+2%
减持
IWV
ISHARES TR
-$841.6K
6,829
-23%
减持
SPGI
S&P GLOBAL INC
-$839.9K
4,383
-14%
减持
GE
GE AEROSPACE
-$837.5K
18,677
-8%
增持
VBR
VANGUARD INDEX FDS
+$834.6K
21,122
+17%
增持
SDY
SPDR SERIES TRUST
+$833.3K
9,862
+121%
增持
CSCO
CISCO SYS INC
+$824.8K
51,459
+10%
减持
ADBE
ADOBE INC
-$811.2K
2,212
-44%
建仓
VTES
VANGUARD WELLINGTON FD
+$804.3K
7,939
减持
AXP
AMERICAN EXPRESS CO
-$799.7K
12,172
-1%
增持
INTC
INTEL CORP
+$795.9K
28,646
+37%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$792.2K
8,697
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$782.8K
13,247
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$777.2K
6,284
+1%
增持
LITE
LUMENTUM HLDGS INC
+$771.3K
1,365
+19%
增持
VYM
VANGUARD WHITEHALL FDS
+$768.6K
30,183
+15%
清仓
CMA
COMERICA INC
-$757.1K
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$753.9K
25,902
+143%
增持
AVUV
AMERICAN CENTY ETF TR
+$749.9K
78,144
+0%
增持
PWR
QUANTA SVCS INC
+$744.6K
5,064
+2%
增持
KO
COCA COLA CO
+$738.5K
66,582
+2%
减持
NFLX
NETFLIX INC.
+$733.6K
106,642
-2%
清仓
—
PINNACLE FINL PARTNERS INC
-$732.2K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$723.5K
540,015
+7%
增持
COP
CONOCOPHILLIPS
+$707.7K
17,473
+11%
增持
IWM
ISHARES TR
+$696.8K
15,324
+19%
增持
KLAC
KLA CORP
+$694.6K
1,943
+3%
增持
NEM
NEWMONT CORP
+$691.2K
65,221
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$689.1K
13,074
+37%
增持
ABBV
ABBVIE INC
-$675.7K
43,207
+3%
建仓
BHB
BAR HBR BANKSHARES
+$669.9K
19,423
增持
WDC
WESTERN DIGITAL CORP
+$668.5K
3,764
+24%
增持
ANET
ARISTA NETWORKS INC
+$667.9K
22,862
+12%
增持
VNQ
VANGUARD INDEX FDS
+$667.0K
39,604
+18%
增持
VRT
VERTIV HOLDINGS CO
+$663.1K
4,637
+24%
增持
BKNG
BOOKING HOLDINGS INC
-$662.2K
13,315
+2261%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$653.4K
20,431
-16%
增持
SOXX
ISHARES TR
+$637.9K
2,954
+110%
增持
MRK
MERCK & CO INC
+$630.0K
25,861
+10%
减持
SSRM
SSR MINING IN
+$626.7K
48,954
-0%
增持
RTX
RTX CORPORATION
+$624.0K
21,044
+7%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$613.2K
8,260
减持
DFAC
DIMENSIONAL ETF TRUST
-$608.6K
76,662
-17%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$607.9K
26,158
增持
DFAT
DIMENSIONAL ETF TRUST
+$604.6K
16,672
+115%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$597.8K
11,956
增持
VV
VANGUARD INDEX FDS
+$589.2K
38,980
+8%
增持
DFIV
DIMENSIONAL ETF TRUST
+$580.5K
30,285
+40%
减持
PPC
PILGRIMS PRIDE CORP
-$574.3K
29,500
-33%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$573.6K
5,966
-12%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$562.1K
22,292
+6%
增持
—
EATON CORP PLC
+$543.8K
6,572
+7%
减持
—
ACCENTURE PLC IRELAND
-$536.4K
1,992
-41%
增持
PSX
PHILLIPS 66
+$525.6K
12,719
+9%
减持
XLK
SELECT SECTOR SPDR TR
-$524.3K
24,442
-10%
增持
TER
TERADYNE INC
+$512.2K
3,029
+18%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$507.3K
11,013
增持
EFA
ISHARES TR
+$506.7K
20,368
+27%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$503.8K
2,929
+110%
清仓
ZS
ZSCALER INC
-$502.3K
0
-100%
清仓
PWZ
INVESCO EXCH TRADED FD TR II
-$502.1K
0
-100%
增持
COHR
COHERENT CORP
+$501.3K
4,420
+14%
增持
T
AT&T INC
+$500.4K
127,858
+2%
增持
—
LINDE PLC
+$497.7K
4,256
+13%
减持
KKR
KKR & CO INC
-$492.3K
4,640
-35%
增持
IJH
ISHARES TR
+$492.1K
107,648
+3%
建仓
BAX
BAXTER INTL INC
+$491.9K
28,535
增持
MPWR
MONOLITHIC PWR SYS INC
+$491.8K
1,181
+7%
增持
NOC
NORTHROP GRUMMAN CORP
+$486.1K
3,716
+4%
增持
PFE
PFIZER INC
+$486.0K
51,735
+40%
增持
IBB
ISHARES TR
+$482.6K
4,240
+204%
增持
DASH
DOORDASH INC
-$478.6K
7,125
+1%
增持
EQIX
EQUINIX INC
+$470.1K
1,005
+41%
增持
NEE
NEXTERA ENERGY INC
+$462.8K
20,403
+10%
