小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 123 项
建仓 12
增持 44
减持 60
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
UTEN
RBB FD INC
+$25.9M
594,825
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$16.9M
93,536
+1675%
减持
SPTM
SPDR SERIES TRUST
-$15.8M
411,814
-30%
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。
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$11.6M
429,028
-36%
减持
IWF
ISHARES TR
-$8.0M
91,513
-8%
减持
VV
VANGUARD INDEX FDS
-$6.1M
116,695
-10%
增持
MGNR
AMERICAN BEACON SELECT FUNDS
+$4.7M
373,165
+13%
增持
XLK
SELECT SECTOR SPDR TR
+$3.9M
38,470
+368%
减持
IWM
ISHARES TR
-$3.5M
7,456
-66%
减持
SPYG
SPDR SERIES TRUST
-$3.0M
340,102
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.9M
62,949
-2%
减持
BKLC
BNY MELLON ETF TRUST
-$2.3M
257,377
-2%
建仓
PYPL
PAYPAL HLDGS INC
+$2.3M
50,974
减持
ORCL
ORACLE CORP
-$2.1M
4,888
-67%
减持
V
VISA INC
-$2.1M
1,344
-81%
清仓
DELL
DELL TECHNOLOGIES INC
-$2.1M
0
-100%
减持
IMCB
ISHARES TR
-$1.8M
2,389
-90%
建仓
SNDK
SANDISK CORP
+$1.5M
2,436
建仓
TER
TERADYNE INC
+$1.5M
5,199
建仓
CSCO
CISCO SYS INC
+$1.5M
18,996
减持
GE
GE AEROSPACE
-$1.4M
16,071
-17%
增持
BILS
SPDR SERIES TRUST
+$1.3M
16,724
+405%
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
11,295
+24%
增持
CLIP
GLOBAL X FDS
+$1.1M
100,768
+12%
增持
META
META PLATFORMS INC
+$1.1M
3,068
+217%
减持
ILCV
ISHARES TR
-$1.0M
238,624
-3%
减持
AAPL
APPLE INC
-$983.2K
34,610
-4%
减持
FDVV
FIDELITY COVINGTON TRUST
-$845.7K
437,123
-1%
减持
IWL
ISHARES TR
-$828.5K
72,924
-1%
减持
PG
PROCTER & GAMBLE CO
-$788.1K
32,601
-15%
增持
AGG
ISHARES TR
+$771.9K
30,775
+35%
减持
MPC
MARATHON PETE CORP
+$727.7K
13,156
-14%
增持
HD
HOME DEPOT INC
+$611.5K
15,890
+18%
增持
NFLX
NETFLIX INC.
+$600.7K
22,127
+36%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$577.0K
49,477
+1%
减持
SPYV
SPDR SERIES TRUST
-$503.7K
639,789
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$501.6K
33,760
+1%
减持
LLY
ELI LILLY & CO
-$484.5K
2,966
-1%
增持
AMGN
AMGEN INC
+$473.3K
12,226
+5%
增持
MSFT
MICROSOFT CORP
-$407.3K
15,713
+22%
减持
SHOP
SHOPIFY INC
-$398.4K
7,613
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$384.8K
4,029
-72%
减持
CAT
CATERPILLAR INC
-$343.8K
4,124
-28%
清仓
PANW
PALO ALTO NETWORKS INC
-$338.3K
0
-100%
增持
GOOG
ALPHABET INC
-$312.3K
23,002
+4%
增持
NVDA
NVIDIA CORPORATION
-$307.7K
44,315
+3%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$307.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$301.3K
9,231
-1%
增持
ILCG
ISHARES TR
-$257.1K
64,379
+5%
减持
WMT
WALMART INC
+$250.4K
21,566
-1%
减持
WTV
WISDOMTREE TR
-$248.7K
3,282
-45%
减持
IWD
ISHARES TR
-$247.0K
93,480
-3%
减持
JNJ
JOHNSON & JOHNSON
+$246.1K
10,881
-7%
减持
COST
COSTCO WHOLESALE CORPORATION
+$242.7K
2,927
-6%
减持
FBCG
FIDELITY COVINGTON TRUST
-$227.3K
4,003
-49%
减持
USFR
WISDOMTREE TR
-$225.5K
86,891
-5%
增持
AVGO
BROADCOM INC
-$216.9K
16,798
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$212.8K
7,435
+23%
减持
FCX
FREEPORT MCMORAN INC
+$211.4K
50,291
-7%
建仓
PEP
PEPSICO INC
+$206.8K
1,332
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$206.5K
3,727
-1%
减持
ABT
ABBOTT LABORATORIES
-$196.7K
8,273
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$195.6K
8,705
+5%
增持
ZALT
INNOVATOR ETFS TRUST
+$195.5K
34,629
+21%
减持
JAAA
JANUS DETROIT STR TR
-$188.5K
6,500
-36%
增持
TLT
ISHARES TR
+$173.3K
2,132
+1515%
增持
RTX
RTX CORPORATION
+$172.1K
9,668
+5%
清仓
DJD
INVESCO EXCHANGE TRADED FD T
-$171.4K
0
-100%
增持
NUE
NUCOR CORP
+$155.8K
20,089
+1%
增持
LOW
LOWES COS INC
+$138.4K
6,276
+13%
增持
CVS
CVS HEALTH CORP
-$135.4K
32,618
+4%
增持
TSLA
TESLA INC
-$124.4K
3,262
+10%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$116.6K
0
-100%
减持
—
EXXON MOBIL CORP
-$113.5K
21,014
-31%
减持
ABBV
ABBVIE INC
-$108.3K
8,264
-1%
建仓
DDFF
INNOVATOR ETFS TRUST
+$107.9K
5,700
增持
GS
GOLDMAN SACHS GROUP INC
+$106.6K
6,185
+6%
增持
CEG
CONSTELLATION ENERGY CORP
-$106.5K
3,314
+13%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$104.5K
6,237
-6%
增持
AMZN
AMAZON COM INC
+$104.2K
33,407
+13%
增持
MA
MASTERCARD INCORPORATED
-$91.7K
8,454
+12%
减持
CVX
CHEVRON CORPORATION
+$83.7K
1,960
-7%
减持
VTI
VANGUARD INDEX FDS
-$80.2K
4,506
-1%
减持
ENB
ENBRIDGE INC
+$77.6K
14,182
-2%
减持
BALT
INNOVATOR ETFS TRUST
-$71.9K
285,020
-1%
减持
TFC
TRUIST FINL CORP
-$61.9K
17,126
-1%
建仓
DDTF
INNOVATOR ETFS TRUST
+$59.7K
3,200
建仓
IVW
ISHARES TR
+$55.6K
492
增持
FMDE
FIDELITY COVINGTON TRUST
+$49.2K
12,930
+13%
增持
DLN
WISDOMTREE TR
+$49.1K
13,952
+3%
增持
STXF
EA SERIES TRUST
+$47.5K
19,160
+12%
增持
ACHR
ARCHER AVIATION INC
-$42.6K
18,188
+0%
减持
DDTO
INNOVATOR ETFS TRUST
-$38.9K
4,700
-27%
减持
DE
DEERE & CO
-$36.9K
442
-28%
减持
FVAL
FIDELITY COVINGTON TRUST
-$34.5K
67
-88%
减持
ONEQ
FIDELITY COMWLTH TR
-$31.0K
4,111
-1%
减持
ALL
ALLSTATE CORP
-$29.0K
1,060
-11%
减持
SO
SOUTHERN CO
+$25.5K
3,670
-3%
增持
IVV
ISHARES TR
-$22.4K
1,266
+2%
建仓
DDFM
INNOVATOR ETFS TRUST
+$18.8K
1,000
减持
BTI
BRITISH AMERN TOB PLC
+$18.3K
10,121
-0%
减持
XBOC
INNOVATOR ETFS TRUST
-$16.9K
200
-71%
增持
IMCV
ISHARES TR
+$16.7K
4,769
+1%
增持
QBUF
INNOVATOR ETFS TRUST
+$14.8K
3,401
+18%
增持
—
WELLS FARGO & CO
+$13.7K
185
+12%
减持
VOE
VANGUARD INDEX FDS
-$13.5K
23
-77%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$10.6K
2,889
+2%
减持
KDEC
INNOVATOR ETFS TRUST
-$10.2K
200
-67%
减持
JAJL
INNOVATOR ETFS TRUST
-$8.7K
1,100
-21%
减持
IJH
ISHARES TR
-$8.3K
3,185
-6%
减持
SHY
ISHARES TR
-$7.2K
3,296
-2%
减持
XLE
SELECT SECTOR SPDR TR
+$6.6K
434
-3%
减持
VOO
VANGUARD INDEX FDS
-$5.7K
150
-1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$5.4K
2,419
+13%
减持
VBR
VANGUARD INDEX FDS
-$4.7K
1,087
-4%
增持
SPYM
SPDR SERIES TRUST
-$3.7K
1,459
+1%
减持
SDY
SPDR SERIES TRUST
-$3.6K
1,525
-6%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$3.2K
70
建仓
XLF
SELECT SECTOR SPDR TR
+$1.3K
26
清仓
FENY
FIDELITY COVINGTON TRUST
-$495
0
-100%
清仓
RSPG
INVESCO EXCHANGE TRADED FD T
-$478
0
-100%
增持
ITOT
ISHARES TR
-$258
44
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$242
2,172
+5%
