Wedmont Private Capital 13F 持仓 · 2026年Q3
Wedmont Private Capital 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 1,001 只证券,申报市值合计 41.81 亿美元。前几大持仓:VEA(9.73%)、VTI(6.17%)、VWO(5.44%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $406.9M | 9.73% | 5.8M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $258.1M | 6.17% | 680,028 | 增持 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $227.6M | 5.44% | 3.9M | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $148.7M | 3.56% | 209,062 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $144.4M | 3.45% | 626,367 | 增持 |
| 6 | MUB | ISHARES TR | $124.5M | 2.98% | 1.2M | 增持 |
| 7 | AAPL | APPLE INC | $115.6M | 2.76% | 339,449 | 增持 |
| 8 | IEFA | ISHARES TR | $115.5M | 2.76% | 1.2M | 增持 |
| 9 | GOVT | ISHARES TR | $112.6M | 2.69% | 5.1M | 增持 |
| 10 | VTC | VANGUARD SCOTTSDALE FDS | $103.3M | 2.47% | 1.4M | 减持 |
| 11 | IEMG | ISHARES INC | $81.4M | 1.95% | 1.0M | 增持 |
| 12 | MSFT | MICROSOFT CORP | $76.8M | 1.84% | 147,027 | 增持 |
| 13 | GOOG | ALPHABET INC | $61.0M | 1.46% | 176,999 | 增持 |
| 14 | GOOGL | ALPHABET INC | $55.5M | 1.33% | 159,467 | 增持 |
| 15 | AMZN | AMAZON COM INC | $54.2M | 1.30% | 213,230 | 增持 |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $51.7M | 1.24% | 260,132 | 减持 |
| 17 | META | META PLATFORMS INC | $47.3M | 1.13% | 65,596 | 增持 |
| 18 | VTEB | VANGUARD MUN BD FDS | $43.1M | 1.03% | 914,576 | 减持 |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $37.3M | 0.89% | 794,381 | 增持 |
| 20 | VXUS | VANGUARD STAR FDS | $36.2M | 0.87% | 430,280 | 增持 |
| 21 | AVGO | BROADCOM INC | $34.2M | 0.82% | 95,009 | 增持 |
| 22 | QQQ | INVESCO QQQ TR | $29.9M | 0.72% | 39,990 | 增持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $29.6M | 0.71% | 1.1M | 减持 |
| 24 | VSS | VANGUARD INTL EQUITY INDEX F | $26.6M | 0.64% | 173,206 | 减持 |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | $25.0M | 0.60% | 318,057 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR