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
WOODMONT INVESTMENT COUNSEL LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WOODMONT INVESTMENT COUNSEL LLC
报告期 2026-03-31 · CIK 0001133653
持仓数
263
前50大市值合计
$1.32B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 10
增持 88
减持 44
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$5.6M
204,106
+9%
增持
VTV
VANGUARD INDEX FDS
+$4.2M
363,654
+11%
增持
HCA
HCA HEALTHCARE INC
+$2.3M
43,256
+9%
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
AAPL
APPLE INC
+$2.2M
189,908
+5%
建仓
ACIW
ACI WORLDWIDE INC
+$2.1M
69,196
增持
SNEX
STONEX GROUP INC
+$1.9M
68,560
+57%
增持
MSFT
MICROSOFT CORP
+$1.7M
65,220
+6%
减持
VOO
VANGUARD INDEX FDS
-$1.6M
2,122
-66%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
60,659
+13%
增持
EFAV
ISHARES TR
+$1.5M
93,846
+27%
增持
USB
US BANCORP DEL
+$1.5M
130,065
+19%
增持
MRK
MERCK & CO INC
+$1.4M
143,452
+19%
增持
FLRN
SPDR SER TR
+$1.3M
62,668
+234%
增持
GOOG
ALPHABET INC
+$1.3M
2,694
+16%
增持
OGN
ORGANON & CO
+$1.3M
72,249
+111%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.3M
315,623
+12%
增持
GIS
GENERAL MLS INC
+$1.2M
62,393
+52%
增持
AVGO
BROADCOM INC
+$1.2M
5,744
+77%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.2M
571,276
+7%
增持
ORI
OLD REP INTL CORP
+$1.2M
112,596
+94%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
13,585
+30%
增持
LUV
SOUTHWEST AIRLS CO
+$995.0K
55,085
+59%
增持
—
VONAGE HLDGS CORP
+$990.0K
85,879
+214%
增持
—
CHUBB LIMITED
+$879.0K
13,000
+50%
增持
—
LYONDELLBASELL INDUSTRIES N
+$857.0K
25,239
+72%
增持
XSOE
WISDOMTREE TR
+$822.0K
91,940
+48%
减持
IEMG
ISHARES INC
-$776.0K
138,535
-1%
增持
VO
VANGUARD INDEX FDS
+$765.0K
61,796
+6%
建仓
—
ISHARES TR
+$748.0K
27,854
建仓
IBDR
ISHARES TR
+$735.0K
27,746
建仓
IBDS
ISHARES TR
+$725.0K
26,863
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$721.0K
192,987
+1%
建仓
—
ISHARES TR
+$705.0K
26,826
增持
DUK
DUKE ENERGY CORP NEW
+$679.0K
124,714
+7%
增持
VB
VANGUARD INDEX FDS
+$641.0K
33,232
+13%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$625.0K
100,391
-9%
增持
SICP
SILVERGATE CAP CORP
+$595.0K
22,610
+27%
增持
LMT
LOCKHEED MARTIN CORP
+$586.0K
14,843
+24%
增持
ASPN
ASPEN AEROGELS INC
+$578.0K
21,460
+57%
增持
CVX
CHEVRON CORP NEW
+$571.0K
78,661
+11%
增持
—
PINNACLE FINL PARTNERS INC
+$561.0K
19,650
+35%
建仓
ATEX
ANTERIX INC
+$539.0K
8,875
增持
VTI
VANGUARD INDEX FDS
+$529.0K
21,440
+13%
增持
GTLS
CHART INDS INC
+$528.0K
5,065
+68%
增持
NKE
NIKE INC
+$525.0K
27,957
+22%
减持
IQLT
ISHARES TR
-$501.0K
78,448
-13%
减持
DHR
DANAHER CORPORATION
+$479.0K
13,547
-0%
增持
PFE
PFIZER INC
+$476.0K
103,193
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$468.0K
340,964
+5%
增持
—
BROOKFIELD INFRAST PARTNERS
+$452.0K
151,981
+5%
增持
PEP
PEPSICO INC
+$444.0K
38,824
+7%
增持
BAC
BK OF AMERICA CORP
+$416.0K
138,493
+5%
减持
NVS
NOVARTIS AG
-$403.0K
34,201
-2%
增持
KOS
KOSMOS ENERGY LTD
+$403.0K
156,877
+787%
清仓
SPMB
SPDR SER TR
-$394.0K
0
-100%
增持
MGNI
MAGNITE INC
+$386.0K
127,471
+36%
建仓
CLW
CLEARWATER PAPER CORP
+$385.0K
10,053
减持
T
AT&T INC
-$383.0K
165,056
-2%
增持
PG
PROCTER AND GAMBLE CO
+$364.0K
67,923
+0%
增持
JNJ
JOHNSON & JOHNSON
+$360.0K
54,728
+6%
增持
—
DERMTECH INC
+$344.0K
26,565
+117%
增持
—
WESTPORT FUEL SYSTEMS INC
+$329.0K
190,893
+239%
增持
FLOT
ISHARES TR
+$328.0K
61,852
+12%
增持
GOOGL
ALPHABET INC
+$326.0K
985
+4%
清仓
TSLA
TESLA INC
-$317.0K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$282.0K
179,753
+1%
增持
XLRE
SELECT SECTOR SPDR TR
+$274.0K
84,111
+8%
清仓
PFF
ISHARES TR
-$268.0K
0
-100%
减持
MMM
3M CO
-$251.0K
10,407
-0%
增持
MCD
MCDONALDS CORP
+$249.0K
17,826
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$247.0K
6,936
+76%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$241.0K
10,646
+80%
减持
SCHB
SCHWAB STRATEGIC TR
-$240.0K
19,252
-10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$237.0K
26,879
-2%
增持
WY
WEYERHAEUSER CO MTN BE
+$235.0K
133,851
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$235.0K
3,256
+20%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$233.0K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$231.0K
641
减持
INTC
INTEL CORP
-$231.0K
65,797
-1%
清仓
IWS
ISHARES TR
-$230.0K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$218.0K
6,519
清仓
APD
AIR PRODS & CHEMS INC
-$216.0K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$208.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$201.0K
0
-100%
增持
CDNA
CAREDX INC
+$197.0K
7,013
+159%
建仓
RMNI
RIMINI STR INC DEL
+$183.0K
19,000
减持
SCHF
SCHWAB STRATEGIC TR
-$180.0K
113,417
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$170.0K
88,866
-0%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$167.0K
4,607
+4%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$162.0K
443,925
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$156.0K
20,696
+5%
增持
TIP
ISHARES TR
+$156.0K
45,280
+3%
增持
—
ACCENTURE PLC IRELAND
+$143.0K
5,571
+0%
减持
TFLO
ISHARES TR
-$137.0K
17,115
-14%
减持
WM
WASTE MGMT INC DEL
+$136.0K
19,510
-2%
增持
YUM
YUM BRANDS INC
+$130.0K
4,288
+25%
减持
ABBV
ABBVIE INC
-$129.0K
24,385
-0%
增持
EMR
EMERSON ELEC CO
-$110.0K
55,401
+0%
增持
AMZN
AMAZON COM INC
+$97.0K
412
+13%
减持
AMGN
AMGEN INC
-$93.0K
2,790
-1%
增持
HAS
HASBRO INC
-$87.0K
16,649
+0%
增持
SRLN
SSGA ACTIVE ETF TR
+$83.0K
19,334
+11%
减持
VXF
VANGUARD INDEX FDS
-$69.0K
6,540
-2%
减持
TFC
TRUIST FINL CORP
+$67.0K
22,258
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$61.0K
42,505
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$60.0K
51,687
+0%
减持
—
LIQTECH INTL INC
-$54.0K
15,764
-17%
减持
SCHA
SCHWAB STRATEGIC TR
-$54.0K
10,767
-1%
减持
KO
COCA COLA CO
-$53.0K
32,212
-0%
增持
SO
SOUTHERN CO
+$53.0K
34,194
+0%
增持
—
EXXON MOBIL CORP
-$50.0K
33,521
+5%
增持
BND
VANGUARD BD INDEX FDS
+$48.0K
14,357
+5%
减持
XLU
SELECT SECTOR SPDR TR
+$47.0K
116,982
-0%
增持
DIS
DISNEY WALT CO
-$45.0K
8,224
+1%
减持
CLX
CLOROX CO DEL
-$40.0K
2,404
-1%
减持
PAYX
PAYCHEX INC
-$40.0K
51,461
-5%
减持
UNP
UNION PAC CORP
-$39.0K
1,366
-2%
增持
QUAL
ISHARES TR
-$38.0K
43,414
+0%
减持
VBR
VANGUARD INDEX FDS
-$38.0K
5,047
-2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$37.0K
36,579
-2%
增持
QQQ
INVESCO QQQ TR
+$36.0K
8,800
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$35.0K
9,500
+8%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$34.0K
9,604
-4%
减持
NUE
NUCOR CORP
-$33.0K
20,826
-4%
增持
SCHV
SCHWAB STRATEGIC TR
+$31.0K
36,007
+3%
减持
NEE
NEXTERA ENERGY INC
+$30.0K
6,773
-1%
减持
EFA
ISHARES TR
-$30.0K
13,413
-2%
增持
CRM
SALESFORCE COM INC
+$30.0K
1,104
+0%
增持
CL
COLGATE PALMOLIVE CO
-$29.0K
5,757
+1%
减持
IGSB
ISHARES TR
-$29.0K
30,181
-1%
增持
OGE
OGE ENERGY CORP
+$29.0K
7,311
+16%
减持
MO
ALTRIA GROUP INC
-$28.0K
4,736
-8%
减持
EEMV
ISHARES INC
-$27.0K
10,821
-2%
增持
BDX
BECTON DICKINSON & CO
+$27.0K
3,734
+2%
减持
DEO
DIAGEO PLC
-$23.0K
11,133
-2%
减持
SYY
SYSCO CORP
-$22.0K
2,550
-11%
减持
ABT
ABBOTT LABS
+$21.0K
19,382
-1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$21.0K
4,374
-4%
增持
V
VISA INC
-$21.0K
4,119
+3%
增持
IWM
ISHARES TR
-$21.0K
3,202
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$21.0K
492
+12%
减持
WFC
WELLS FARGO CO NEW
-$21.0K
15,092
-5%
增持
SGOV
ISHARES TR
+$19.0K
50,582
+0%
减持
SHY
ISHARES TR
-$18.0K
14,324
-1%
增持
META
FACEBOOK INC
-$17.0K
2,469
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
+$16.0K
5,840
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$14.0K
5,814
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$14.0K
2,866
+7%
增持
CVS
CVS HEALTH CORP
+$12.0K
2,626
+4%
减持
GS
GOLDMAN SACHS GROUP INC
-$12.0K
560
-5%
