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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 130 项
建仓 29
增持 51
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MGNR
AMERICAN BEACON SELECT FUNDS
+$9.4M
330,547
+158%
减持
SPTM
SPDR SERIES TRUST
-$7.5M
586,743
-15%
增持
IWF
ISHARES TR
+$6.2M
99,302
+14%
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
IWM
ISHARES TR
+$5.3M
21,900
+10850%
减持
SPY
SPDR S&P 500 ETF TR
-$5.3M
64,312
-13%
增持
BKLC
BNY MELLON ETF TRUST
+$5.2M
263,406
+16%
减持
SPYG
SPDR SERIES TRUST
-$4.7M
340,414
-13%
减持
FDVV
FIDELITY COVINGTON TRUST
-$3.1M
440,861
-12%
减持
IWL
ISHARES TR
-$2.7M
73,440
-20%
建仓
AGG
ISHARES TR
+$2.3M
22,859
减持
ILCV
ISHARES TR
-$2.1M
246,478
-12%
减持
SPYV
SPDR SERIES TRUST
-$2.0M
646,065
-8%
减持
IMCB
ISHARES TR
-$1.9M
24,514
-49%
建仓
RTX
RTX CORPORATION
+$1.7M
9,231
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.7M
14,414
-72%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
38,357
+53%
建仓
NFLX
NETFLIX INC
+$1.5M
16,284
减持
CLIP
GLOBAL X FDS
-$1.5M
89,693
-14%
减持
GOOG
ALPHABET INC
+$1.4M
22,022
-3%
增持
LLY
ELI LILLY & CO
+$1.3M
2,989
+17%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.2M
8,222
增持
GS
GOLDMAN SACHS GROUP INC
+$969.9K
5,831
+12%
减持
MU
MICRON TECHNOLOGY INC
+$968.5K
9,101
-7%
减持
NVDA
NVIDIA CORPORATION
-$947.3K
43,089
-11%
增持
AMZN
AMAZON COM INC
+$876.2K
29,691
+9%
增持
FCX
FREEPORT-MCMORAN INC
+$865.7K
54,040
+13%
增持
AMGN
AMGEN INC
+$853.1K
11,697
+11%
增持
NUE
NUCOR CORP
+$852.9K
19,872
+13%
增持
ORCL
ORACLE CORP
-$836.2K
14,599
+12%
减持
META
META PLATFORMS INC
-$833.6K
969
-52%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$769.9K
48,765
+4%
减持
ILCG
ISHARES TR
-$679.0K
61,553
-9%
增持
AVGO
BROADCOM INC
+$653.8K
15,649
+8%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$629.9K
673,751
-2%
增持
WMT
WALMART INC
+$628.1K
21,809
+25%
增持
CAT
CATERPILLAR INC
+$618.0K
5,700
+3%
建仓
WTV
WISDOMTREE TR
+$559.6K
5,998
增持
—
EXXON MOBIL CORP
+$551.0K
30,570
+10%
增持
GE
GE AEROSPACE
+$545.9K
19,274
+8%
增持
TSLA
TESLA INC
+$545.4K
2,973
+67%
减持
AAPL
APPLE INC
+$495.5K
35,926
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$466.8K
6,069
+18%
减持
VTI
VANGUARD INDEX FDS
-$462.6K
4,551
-25%
增持
JNJ
JOHNSON & JOHNSON
+$436.1K
11,663
+9%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$434.1K
6,627
建仓
FBCG
FIDELITY COVINGTON TRUST
+$427.9K
7,803
建仓
FMDE
FIDELITY COVINGTON TRUST
+$415.8K
11,428
增持
V
VISA INC
+$413.4K
7,152
+17%
增持
MA
MASTERCARD INCORPORATED
+$390.2K
7,560
+10%
增持
COST
COSTCO WHSL CORP NEW
+$356.5K
3,101
+24%
增持
CVS
CVS HEALTH CORP
+$338.2K
31,224
+10%
增持
MSFT
MICROSOFT CORP
+$308.4K
12,869
+13%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$307.6K
640
增持
JPM
JPMORGAN CHASE & CO.
+$292.7K
9,362
+8%
增持
CEG
CONSTELLATION ENERGY CORP
+$276.9K
2,921
+27%
清仓
VGUS
VANGUARD INSTL INDEX FD
-$264.8K
0
-100%
清仓
OZK
BANK OZK LITTLE ROCK ARK
-$257.3K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$252.2K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$246.9K
8,264
+23%
增持
DUK
DUKE ENERGY CORP NEW
+$242.0K
33,435
+13%
清仓
UNH
UNITEDHEALTH GROUP INC
-$222.6K
0
-100%
减持
JAAA
JANUS DETROIT STR TR
-$212.2K
10,200
-29%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$201.7K
0
-100%
减持
BALT
INNOVATOR ETFS TRUST
+$192.1K
286,781
-0%
增持
MPC
MARATHON PETE CORP
-$188.0K
15,279
+10%
减持
VOO
VANGUARD INDEX FDS
-$185.1K
152
-67%
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$171.4K
3,000
减持
VV
VANGUARD INDEX FDS
+$160.7K
130,203
-2%
增持
USFR
WISDOMTREE TR
+$152.4K
91,407
+3%
增持
ZALT
INNOVATOR ETFS TRUST
+$141.1K
28,509
+15%
建仓
DDTO
INNOVATOR ETFS TRUST
+$138.5K
6,400
增持
SHOP
SHOPIFY INC
+$137.7K
8,085
+3%
减持
STXF
EA SERIES TRUST
-$126.6K
17,164
-16%
增持
DELL
DELL TECHNOLOGIES INC
+$103.6K
16,673
+18%
建仓
DDFN
INNOVATOR ETFS TRUST
+$99.7K
5,200
减持
PANW
PALO ALTO NETWORKS INC
-$97.1K
1,837
-14%
增持
SHY
ISHARES TR
+$91.3K
3,374
+49%
建仓
DDTN
INNOVATOR ETFS TRUST
+$88.2K
4,600
增持
LOW
LOWES COS INC
+$84.4K
5,575
+11%
减持
T
AT&T INC
-$74.9K
17,084
-3%
减持
DE
DEERE & CO
-$74.0K
614
-22%
增持
HD
HOME DEPOT INC
-$63.4K
13,410
+16%
建仓
VUG
VANGUARD INDEX FDS
+$62.4K
128
减持
IMCV
ISHARES TR
-$61.9K
4,707
-16%
增持
ABT
ABBOTT LABS
-$50.9K
8,349
+2%
减持
BILS
SPDR SERIES TRUST
-$50.2K
3,314
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$50.1K
2,070
+5%
减持
TFC
TRUIST FINL CORP
+$49.3K
17,257
-1%
建仓
DDFD
INNOVATOR ETFS TRUST
+$47.9K
2,500
增持
MO
ALTRIA GROUP INC
-$41.7K
7,210
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$41.6K
533
+23%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$34.8K
0
-100%
增持
FVAL
FIDELITY COVINGTON TRUST
+$34.6K
542
+709%
增持
VO
VANGUARD INDEX FDS
+$27.2K
195
+95%
建仓
ZNOV
INNOVATOR ETFS TRUST
+$26.7K
1,000
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$26.3K
5,271
+2%
减持
TLT
ISHARES TR
-$22.9K
132
-66%
减持
EALT
INNOVATOR ETFS TRUST
-$21.8K
892
-42%
增持
DLN
WISDOMTREE TR
+$21.5K
13,592
+1%
建仓
XLE
SELECT SECTOR SPDR TR
+$19.9K
446
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$18.8K
225
减持
IWD
ISHARES TR
+$18.0K
96,135
-3%
建仓
VTV
VANGUARD INDEX FDS
+$16.6K
87
建仓
XLU
SELECT SECTOR SPDR TR
+$16.3K
381
增持
IJH
ISHARES TR
+$15.6K
3,385
+6%
增持
VBR
VANGUARD INDEX FDS
+$15.4K
1,137
+5%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$15.3K
2,136
-7%
建仓
KDEC
INNOVATOR ETFS TRUST
+$15.3K
600
建仓
XLP
SELECT SECTOR SPDR TR
+$14.6K
188
减持
XBJL
INNOVATOR ETFS TRUST
-$13.6K
1,670
-19%
增持
ABBV
ABBVIE INC
+$13.0K
8,340
+2%
建仓
MBB
ISHARES TR
+$12.5K
131
减持
CVX
CHEVRON CORP NEW
-$11.8K
2,111
-2%
减持
SPYM
SPDR SERIES TRUST
-$10.5K
1,438
-11%
增持
QBUF
INNOVATOR ETFS TRUST
+$9.9K
2,884
+11%
减持
—
WELLS FARGO CO NEW
-$9.8K
165
-3%
清仓
XBAP
INNOVATOR ETFS TRUST
-$9.5K
0
-100%
减持
JAJL
INNOVATOR ETFS TRUST
-$6.7K
1,400
-15%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$6.7K
84
建仓
KFEB
INNOVATOR ETFS TRUST
+$5.4K
200
减持
ONEQ
FIDELITY COMWLTH TR
+$4.6K
4,159
-1%
建仓
XLRE
SELECT SECTOR SPDR TR
+$4.5K
111
减持
MGC
VANGUARD WORLD FD
-$3.0K
2,267
-3%
建仓
VBK
VANGUARD INDEX FDS
+$1.5K
5
减持
VONV
VANGUARD SCOTTSDALE FDS
+$1.4K
2,819
-3%
减持
IMCG
ISHARES TR
-$1.1K
1
-93%
建仓
FENY
FIDELITY COVINGTON TRUST
+$495
20
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$478
6
减持
IVV
ISHARES TR
+$403
1,240
-2%
增持
TIP
ISHARES TR
-$312
2,021
+1%
