13FBOX
West Branch Capital LLC · 13F 持仓分析
期权收益计算器 机构排行

West Branch Capital LLC

No.4686 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.30亿
环比变动 Q1 2026
+$5,678.3万+15.2%
持仓股票数
355
新买入
18
加仓
83
减仓
67
清仓
41
持股不变
187
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
9.99%10.29%$4,296.9万14.8万股$3,843.8万15.1万股-2,957股-1.95%减仓
英伟达NVDA
9.54%9.64%$4,103.9万20.5万股$3,599.0万20.6万股-1,266股-0.61%减仓
谷歌AGOOGL
7.42%7%$3,193.3万8.9万股$2,615.3万9.1万股-1,593股-1.75%减仓
MMOOGMOG/B
5.97%4.75%$2,567.8万6.0万股$1,772.8万6.0万股00.00%持仓不变
亚马逊AMZN
5.27%5.29%$2,269.4万9.5万股$1,975.7万9.5万股+356股+0.38%加仓
SSPDR标普500 ETFSPY
5.26%5.25%$2,264.2万3.0万股$1,962.0万3.0万股+151股+0.50%加仓
微软MSFT
4.77%5.44%$2,052.7万5.5万股$2,032.3万5.5万股+128股+0.23%加仓
博通AVGO
2.8%2.66%$1,206.0万3.2万股$993.6万3.2万股-176股-0.55%减仓
摩根大通JPM
2.58%2.68%$1,111.2万3.4万股$1,001.2万3.4万股-88股-0.26%减仓
礼来LLY
2.43%2.1%$1,043.9万8,703股$784.1万8,525股+178股+2.09%加仓
宝洁PG
2.35%2.66%$1,010.9万6.9万股$993.3万6.9万股+168股+0.24%加仓
美光科技MU
2.31%0.55%$992.4万8,597股$205.9万6,094股+2,503股+41.07%加仓
沃尔玛WMT
2.02%2.54%$870.1万7.7万股$948.8万7.6万股+478股+0.63%加仓
强生JNJ
1.97%2.18%$848.7万3.3万股$816.0万3.3万股+34股+0.10%加仓
艾伯维ABBV
1.78%1.76%$765.8万3.0万股$658.1万3.0万股+173股+0.57%加仓
VisaV
1.76%1.78%$756.2万2.2万股$663.8万2.2万股+79股+0.36%加仓
Meta平台META
1.66%1.85%$712.3万1.3万股$692.1万1.2万股+550股+4.55%加仓
IiShares安硕信托IVV
1.6%1.59%$687.4万9,179股$595.7万9,120股+59股+0.65%加仓
伯克希尔哈撒韦BRK.B
1.51%1.6%$650.0万1.3万股$599.2万1.3万股+486股+3.89%加仓
思科CSCO
1.48%1.12%$637.5万5.4万股$419.6万5.4万股+193股+0.36%加仓
甲骨文ORCL
1.47%1.68%$630.4万4.3万股$627.5万4.3万股+360股+0.84%加仓
埃克森美孚XOM
1.34%1.93%$577.1万4.2万股$721.0万4.2万股-289股-0.68%减仓
特斯拉TSLA
1.2%1.19%$517.3万1.2万股$446.1万1.2万股+298股+2.48%加仓
AMD超威AMD
1.2%0.46%$516.8万8,897股$170.4万8,378股+519股+6.19%加仓
家得宝HD
1.19%1.27%$511.8万1.5万股$472.9万1.4万股+132股+0.92%加仓
卡特彼勒CAT
1.14%0.85%$490.4万4,606股$317.1万4,476股+130股+2.90%加仓
联合健康UNH
1.12%0.83%$481.7万1.2万股$310.5万1.1万股+114股+0.99%加仓
万事达MA
1.03%1.13%$442.7万8,619股$423.7万8,480股+139股+1.64%加仓
应用材料AMAT
0.95%0.48%$409.3万5,661股$177.8万5,203股+458股+8.80%加仓
GE航空GE
0.95%0.82%$409.1万1.1万股$305.5万1.1万股+182股+1.69%加仓
好市多COST
0.94%1.13%$404.9万4,329股$423.0万4,246股+83股+1.95%加仓
可口可乐KO
0.92%0.98%$397.9万4.9万股$367.8万4.8万股+590股+1.22%加仓
BBANK OF AMERBAC
0.91%0.89%$390.2万6.8万股$331.4万6.8万股+487股+0.72%加仓
雪佛龙CVX
0.9%1.29%$388.3万2.3万股$481.3万2.3万股+163股+0.70%加仓
泛林集团LRCX
0.74%0.35%$318.8万7,358股$132.0万6,180股+1,178股+19.06%加仓
MMOOGMOG/A
0.67%0.54%$290.3万6,849股$201.9万6,899股-50股-0.72%减仓
AAlphabet Inc Class CGOOG
0.59%0.52%$255.7万7,238股$195.3万6,808股+430股+6.32%加仓
NETFLIXNFLX
0.55%0.83%$238.6万3.3万股$311.3万3.2万股+1,042股+3.22%加仓
WELLS FARGO NEWWFC
0.43%0.63%$185.8万2.2万股$234.1万2.9万股-6,919股-23.53%减仓
摩根士丹利MS
0.43%0.36%$184.7万8,836股$134.9万8,196股+640股+7.81%加仓
PHILIP MORRIS INTLPM
0.36%0.39%$153.2万8,471股$146.1万8,837股-366股-4.14%减仓
高盛GS
0.33%0.29%$143.9万1,423股$109.6万1,295股+128股+9.88%加仓
帕兰提尔PLTR
0.26%0.37%$111.1万9,521股$139.6万9,545股-24股-0.25%减仓
默沙东MRK
0.25%0.24%$106.7万8,301股$89.4万7,432股+869股+11.69%加仓
麦当劳MCD
0.25%0.77%$106.1万3,927股$287.8万9,261股-5,334股-57.60%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.24%0.12%$102.5万3.0万股$43.3万1.5万股+1.5万股+103.57%加仓
V先锋领航·SMALLVBR
0.16%0.21%$70.6万2,907股$78.6万3,620股-713股-19.70%减仓
科磊KLAC
0.14%0.06%$60.0万1,988股$20.8万141股+1,847股+1,309.93%加仓
英特尔INTC
0.13%<0.01%$55.2万3,950股$8,120184股+3,766股+2,046.74%加仓
M&T银行MTB
0.13%0.13%$53.9万2,263股$48.8万2,361股-98股-4.15%减仓

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