WealthBridge Investment Counsel Inc.
CIK 1799425 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $375K
- 持仓
- 44
- 截至
- 2026年6月30日
按 13F 价值排名第 9272（共 9443） · 前 98.2%
投资组合价值同比（季度）：+14.3% 13F不披露现金
- 前十大持仓权重
- 46.35%
- 前二十五大持仓权重
- 82.08%
- 持仓高于 1%
- 34
- 有效持仓数量
- 30.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.25% 估计买入 $10316 · 卖出 $7906
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.6% 仍持有
- 新仓位
- 2
- 增加
- 25
- 减少
- 13
- 已结清
- 1
本页内容
行业细分
Healthcare
16.1%
Technology
15.8%
Financials
11.6%
Industrials
11.6%
Financial Services
10.0%
Retail
3.7%
Consumer Discretionary
3.7%
Communication Services
3.7%
Logistics & Transportation
2.5%
Telecommunication
1.4%
Consumer Staples
1.3%
Energy
1.0%
其他/未映射
17.6%
完整投资组合 44 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VGK | $24427 | 6.52% | 275892 | $1714 | 上涨 ×6 | ||
| VWO | $20943 | 5.59% | 350860 | $1968 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $20358 | 5.44% | 20129 | $2730 | 下跌 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $18896 | 5.05% | 57728 | $1771 | 下跌 ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $16277 | 4.35% | 14101 | $9864 | 下跌 ×3 | ||
| C Citigroup, Inc. Common Stock | $15211 | 4.06% | 108679 | $2715 | 下跌 ×5 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $15089 | 4.03% | 35410 | $2442 | 上涨 ×1 | ||
| VPL | $14805 | 3.95% | 127975 | $2827 | 上涨 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $13835 | 3.69% | 58046 | $1834 | 上涨 ×3 | ||
| V Visa Inc. | $13776 | 3.68% | 40152 | $1731 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $12269 | 3.28% | 42401 | $1508 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $11565 | 3.09% | 33913 | $6568 | 上涨 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $11005 | 2.94% | 85640 | $754 | 上涨 ×3 | ||
| LH Labcorp Holdings Inc. Common Stock | $9867 | 2.63% | 35241 | $518 | 上涨 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $9823 | 2.62% | 39036 | $1409 | 上涨 ×3 | ||
| MET MetLife, Inc. Common Stock | $9495 | 2.54% | 112225 | $1122 | 下跌 ×2 | ||
| FDX FedEx Corporation Common Stock | $9344 | 2.49% | 29840 | $-1254 | 上涨 ×1 | ||
| BA Boeing Company (The) Common Stock | $8269 | 2.21% | 38199 | $925 | 上涨 ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $8214 | 2.19% | 80383 | $1023 | 上涨 ×3 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $8036 | 2.15% | 63605 | $-857 | 下跌 ×6 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $7874 | 2.10% | 27098 | $-1427 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $7730 | 2.06% | 52745 | $-18 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7479 | 2.00% | 20051 | $114 | 上涨 ×3 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $6443 | 1.72% | 12852 | $261 | 上涨 ×6 | ||
| NOC Northrop Grumman Corporation Common Stock | $6385 | 1.70% | 12537 | $-2103 | 上涨 ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $6265 | 1.67% | 80090 | $-605 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5805 | 1.55% | 10305 | $750 | 上涨 ×5 | ||
| ABT Abbott Laboratories Common Stock | $5776 | 1.54% | 63655 | $-1047 | 下跌 ×1 | ||
| OC Owens Corning Inc Common Stock New | $5752 | 1.54% | 36185 | $2103 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $5682 | 1.52% | 59031 | $-180 | 下跌 ×4 | ||
| SMH SMH | $5624 | 1.50% | 8575 | $2298 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $5160 | 1.38% | 121860 | $-957 | |||
| KO Coca-Cola Company (The) Common Stock | $4762 | 1.27% | 58600 | $256 | 下跌 ×2 | ||
| COP ConocoPhillips Common Stock | $3757 | 1.00% | 36135 | $-1068 | 下跌 ×2 | ||
| DHR Danaher Corporation Common Stock | $3154 | 0.84% | 16560 | $-24 | 下跌 ×1 | ||
| MSCI MSCI Inc. Common Stock | $2975 | 0.79% | 5312 | $546 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $2456 | 0.66% | 12275 | $668 | 上涨 ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $2370 | 0.63% | 33200 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 314352105) | $1998 | 0.53% | 13233 | 上涨 ×1 | |||
| VEU | $1722 | 0.46% | 20561 | $236 | 上涨 ×6 | ||
| ADI Analog Devices, Inc. - Common Stock | $1585 | 0.42% | 3990 | $1198 | 上涨 ×1 | ||
| SPY SPY | $1529 | 0.41% | 2048 | $202 | 上涨 ×3 | ||
| IWM | $430 | 0.11% | 1432 | $75 | |||
| MA Mastercard Incorporated Common Stock | $325 | 0.09% | 632 | $9 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VGK | $24427 | 6.52% | 上涨 ×6 |
| VPL | $14805 | 3.95% | 上涨 ×6 |
| AMZN | $13835 | 3.69% | 上涨 ×3 |
| V | $13776 | 3.68% | 上涨 ×3 |
| MRK | $11005 | 2.94% | 上涨 ×3 |
| LH | $9867 | 2.63% | 上涨 ×3 |
| ABBV | $9823 | 2.62% | 上涨 ×3 |
| SBUX | $8214 | 2.19% | 上涨 ×3 |
| MSFT | $7479 | 2.00% | 上涨 ×3 |
| TMO | $6443 | 1.72% | 上涨 ×6 |
| META | $5805 | 1.55% | 上涨 ×5 |
| NVDA | $2456 | 0.66% | 上涨 ×3 |
| VEU | $1722 | 0.46% | 上涨 ×6 |
| SPY | $1529 | 0.41% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| NFLX | $2370 | 33200 | 0.63% |
| 未知发行人 (CUSIP: 314352105) | $1998 | 13233 | 0.53% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。