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WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
报告期 2026-03-31 · CIK 0000771118
持仓数
176
前50大市值合计
$576.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 101 项
建仓 10
增持 47
减持 42
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$32.3M
688,887
+1012969%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$28.1M
503,615
减持
VONV
VANGUARD SCOTTSDALE FDS
-$26.7M
2,896
-99%
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
QQQM
INVESCO EXCH TRADED FD TR II
+$5.3M
46,794
+69%
减持
DLN
WISDOMTREE TR
-$3.3M
13,510
-75%
减持
IWF
ISHARES TR
+$3.2M
87,161
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9M
1,970
-76%
减持
VV
VANGUARD INDEX FDS
+$2.8M
132,616
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$2.6M
73,768
-2%
减持
SPYG
SPDR SERIES TRUST
+$2.5M
392,550
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
5,218
+87%
增持
SPYV
SPDR SERIES TRUST
+$2.2M
699,503
+0%
建仓
DELL
DELL TECHNOLOGIES INC
+$2.0M
14,074
减持
BKLC
BNY MELLON ETF TRUST
+$2.0M
227,807
-1%
增持
V
VISA INC
+$1.7M
6,136
+472%
增持
GOOG
ALPHABET INC
+$1.7M
22,704
+5%
减持
AAPL
APPLE INC
+$1.7M
36,411
-1%
减持
PANW
PALO ALTO NETWORKS INC
-$1.7M
2,138
-79%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$1.4M
5,048
-86%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
645
-87%
清仓
INTC
INTEL CORP COM USD0.001
-$1.2M
0
-100%
减持
ILCV
ISHARES TR
+$1.1M
281,597
-3%
减持
IWL
ISHARES TR
+$1.0M
91,844
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
6,699
+348%
增持
AVGO
BROADCOM INC
+$984.4K
14,435
+5%
减持
NVDA
NVIDIA CORPORATION
+$984.2K
48,148
-5%
增持
HD
HOME DEPOT INC
+$955.8K
11,545
+14%
增持
DUK
DUKE ENERGY CORP NEW
+$855.2K
29,712
+24%
增持
META
META PLATFORMS INC
+$837.9K
2,006
+133%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$832.9K
5,148
增持
ORCL
ORACLE CORP
+$823.2K
13,091
+0%
建仓
CEG
CONSTELLATION ENERGY CORP
+$755.0K
2,294
减持
MGNR
AMERICAN BEACON SELECT FUNDS
+$747.0K
128,044
-4%
减持
IWD
ISHARES TR
+$732.9K
99,234
-1%
减持
GE
GE AEROSPACE
+$635.5K
17,922
-3%
增持
CAT
CATERPILLAR INC
+$603.7K
5,548
+5%
增持
MSFT
MICROSOFT CORP
+$596.9K
11,421
+7%
增持
MU
MICRON TECHNOLOGY INC
+$494.6K
9,736
+6%
减持
CLIP
GLOBAL X FDS
-$482.9K
104,442
-4%
增持
CVS
CVS HEALTH CORP
+$438.6K
28,383
+15%
增持
WMT
WALMART INC
+$401.0K
17,482
+22%
增持
AMZN
AMAZON COM INC
+$395.4K
27,222
+7%
增持
JNJ
JOHNSON & JOHNSON
+$380.1K
10,665
+2%
增持
MPC
MARATHON PETE CORP
+$375.9K
13,867
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$366.4K
8,636
+6%
减持
ILCG
ISHARES TR
+$316.6K
67,909
-3%
增持
MA
MASTERCARD INCORPORATED
+$316.6K
6,901
+7%
增持
NUE
NUCOR CORP
+$298.3K
17,636
+9%
增持
—
EXXON MOBIL CORP
+$271.5K
27,741
+5%
增持
USFR
WISDOMTREE TR
+$252.4K
88,465
+6%
建仓
QQQ
INVESCO QQQ TR
+$252.2K
420
增持
VZ
VERIZON COMMUNICATIONS INC
+$239.6K
51,108
+10%
增持
AMGN
AMGEN INC
+$236.9K
10,543
+7%
减持
TSLA
TESLA INC
+$223.0K
1,780
-1%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$201.7K
320
增持
VOO
VANGUARD INDEX FDS
+$194.1K
458
+201%
减持
JAJL
INNOVATOR ETFS TRUST
-$187.9K
1,655
-80%
减持
PM
PHILIP MORRIS INTL INC
-$187.4K
6,663
-4%
增持
LOW
LOWES COS INC
+$147.8K
5,014
+0%
减持
BALT
INNOVATOR ETFS TRUST
+$140.5K
286,956
-1%
减持
VTI
VANGUARD INDEX FDS
+$130.8K
6,059
-1%
增持
TFC
TRUIST FINL CORP
+$124.9K
17,497
+11%
减持
IMCB
ISHARES TR
+$101.8K
47,797
-2%
减持
SPTM
SPDR SERIES TRUST
+$97.0K
693,639
-7%
增持
LLY
ELI LILLY & CO
+$88.6K
2,546
+7%
增持
PG
PROCTER AND GAMBLE CO
+$76.1K
25,140
+6%
增持
IVV
ISHARES TR
+$72.5K
1,269
+1%
增持
STXF
EA SERIES TRUST
+$72.3K
20,446
+1%
减持
BILS
SPDR SERIES TRUST
-$68.6K
3,808
-15%
减持
JAAA
JANUS DETROIT STR TR
-$68.1K
14,338
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$62.0K
3,747
-1%
增持
ZALT
INNOVATOR ETFS TRUST
+$59.0K
24,702
+4%
增持
COST
COSTCO WHSL CORP NEW
+$55.4K
2,504
+10%
建仓
IWM
ISHARES TR
+$48.4K
200
增持
ACHR
ARCHER AVIATION INC
+$44.3K
18,168
+52%
减持
MGC
VANGUARD WORLD FD
+$43.6K
2,345
-0%
减持
ONEQ
FIDELITY COMWLTH TR
+$37.7K
4,213
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$35.1K
5,184
-1%
增持
XBJL
INNOVATOR ETFS TRUST
+$34.5K
2,070
+73%
增持
CVX
CHEVRON CORP NEW
+$28.4K
2,148
+1%
清仓
JBBB
JANUS DETROIT STR TR B-BBB CLO ETF
-$24.1K
0
-100%
增持
—
WELLS FARGO CO NEW
+$22.0K
170
+6%
减持
BTI
BRITISH AMERN TOB PLC
+$20.5K
10,129
-7%
增持
SO
SOUTHERN CO
+$20.3K
3,770
+3%
减持
IMCV
ISHARES TR
+$20.1K
5,595
-1%
增持
FCX
FREEPORT-MCMORAN INC
-$17.6K
47,910
+10%
减持
IUSV
ISHARES TR
+$13.6K
2,800
-0%
减持
EALT
INNOVATOR ETFS TRUST
-$13.3K
1,542
-24%
增持
XDSQ
INNOVATOR ETFS TRUST
+$12.5K
500
+150%
增持
T
AT&T INC
-$12.2K
17,679
+0%
增持
SPYM
SPDR SERIES TRUST
+$11.8K
1,607
+2%
减持
TLT
ISHARES TR
-$11.1K
385
-25%
建仓
FELC
FIDELITY COVINGTON TRUST
+$7.2K
192
减持
XBOC
INNOVATOR ETFS TRUST
-$5.7K
700
-22%
减持
MGK
VANGUARD WORLD FD
+$4.7K
180
-3%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$4.6K
67
减持
QBUF
INNOVATOR ETFS TRUST
-$2.5K
2,600
-7%
增持
SHY
ISHARES TR
+$1.9K
2,267
+1%
建仓
IYR
ISHARES TR
+$1.3K
14
减持
VOE
VANGUARD INDEX FDS
-$633
100
-9%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$143
1,664
+0%
