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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 40
增持 75
减持 24
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$6.1M
445,806
+10%
增持
CVX
CHEVRON CORP NEW
+$4.8M
87,091
+9%
增持
IGSB
ISHARES TR
+$4.3M
119,295
+241%
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
VGSH
VANGUARD SCOTTSDALE FDS
+$3.1M
129,088
+72%
增持
—
ISHARES TR
+$2.9M
189,837
+160%
增持
—
ISHARES TR
+$2.7M
187,612
+149%
增持
IBDS
ISHARES TR
+$2.6M
185,003
+149%
增持
IBDR
ISHARES TR
+$2.6M
185,416
+149%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
24,350
+21%
增持
KO
COCA COLA CO
+$2.5M
71,578
+123%
增持
AVGO
BROADCOM INC
+$2.3M
10,430
+62%
增持
—
EXXON MOBIL CORP
+$2.2M
50,543
+54%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
69,617
+17%
减持
—
PINNACLE FINL PARTNERS INC
-$1.9M
19,650
-50%
清仓
—
VONAGE HLDGS CORP
-$1.8M
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.7M
82,475
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.7M
81,900
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.6M
78,375
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.6M
75,225
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
50,947
+17%
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
16,584
+2%
建仓
AXP
AMERICAN EXPRESS CO
+$1.5M
8,146
增持
VUG
VANGUARD INDEX FDS
-$1.5M
242,176
+9%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$1.4M
39,135
+240%
增持
VB
VANGUARD INDEX FDS
+$1.4M
47,470
+23%
增持
GD
GENERAL DYNAMICS CORP
+$1.4M
6,920
+376%
增持
SNEX
STONEX GROUP INC
+$1.3M
80,108
+7%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.3M
66,600
增持
GOOG
ALPHABET INC
+$1.3M
3,425
+20%
增持
MRK
MERCK & CO INC
+$1.3M
160,089
+4%
建仓
AFL
AFLAC INC
+$1.2M
19,229
建仓
GPN
GLOBAL PMTS INC
+$1.2M
8,454
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.2M
341,461
-2%
建仓
MA
MASTERCARD INCORPORATED
+$1.2M
3,220
增持
PEP
PEPSICO INC
+$1.1M
47,030
+21%
建仓
HSY
HERSHEY CO
+$1.1M
4,998
建仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$1.1M
30,492
减持
XSOE
WISDOMTREE TR
-$1.0M
70,780
-22%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$976.0K
182,838
-4%
增持
KOS
KOSMOS ENERGY LTD
+$958.0K
239,115
+9%
建仓
—
ISHARES TR
+$946.0K
35,475
建仓
PM
PHILIP MORRIS INTL INC
+$941.0K
10,012
建仓
—
ISHARES TR
+$935.0K
35,975
建仓
IBMO
ISHARES TR
+$930.0K
36,475
建仓
IBMP
ISHARES TR
+$928.0K
36,475
增持
NVS
NOVARTIS AG
+$926.0K
44,308
+31%
建仓
—
UNILEVER PLC
+$899.0K
19,717
建仓
CMCSA
COMCAST CORP NEW
+$892.0K
19,062
增持
—
BROOKFIELD INFRAST PARTNERS
+$878.0K
160,258
+0%
增持
IEMG
ISHARES INC
+$857.0K
163,359
+19%
建仓
CTAS
CINTAS CORP
+$851.0K
2,000
增持
DEO
DIAGEO PLC
+$846.0K
16,109
+46%
减持
DUK
DUKE ENERGY CORP NEW
+$829.0K
128,710
-0%
清仓
ALL
ALLSTATE CORP
-$827.0K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$805.0K
6,467
+78%
增持
ABBV
ABBVIE INC
+$792.0K
25,096
+4%
增持
PG
PROCTER AND GAMBLE CO
+$740.0K
78,475
+14%
建仓
TJX
TJX COS INC NEW
+$712.0K
11,750
清仓
MS
MORGAN STANLEY
-$710.0K
0
-100%
增持
SO
SOUTHERN CO
+$706.0K
41,968
+23%
建仓
SCHG
SCHWAB STRATEGIC TR
+$701.0K
9,373
建仓
SCHW
SCHWAB CHARLES CORP
+$688.0K
8,165
增持
—
DERMTECH INC
+$688.0K
67,065
+256%
增持
FLRN
SPDR SER TR
+$679.0K
132,038
+21%
减持
QUAL
ISHARES TR
-$664.0K
42,154
-3%
增持
JPM
JPMORGAN CHASE & CO
-$660.0K
68,030
+8%
建仓
SHEL
SHELL PLC
+$650.0K
11,825
增持
LUV
SOUTHWEST AIRLS CO
+$647.0K
65,403
+19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$641.0K
342,183
+6%
增持
EMR
EMERSON ELEC CO
+$638.0K
58,671
+7%
减持
TIP
ISHARES TR
-$634.0K
44,322
-7%
增持
DIS
DISNEY WALT CO
+$633.0K
13,958
+69%
增持
SICP
SILVERGATE CAP CORP
+$623.0K
32,976
+13%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$600.0K
638,031
+4%
减持
NUE
NUCOR CORP
+$591.0K
19,267
-3%
清仓
—
CAPSTAR FINL HLDGS INC
-$589.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$577.0K
51,858
-1%
建仓
SYY
SYSCO CORP
+$574.0K
7,025
增持
BSV
VANGUARD BD INDEX FDS
+$550.0K
10,014
+252%
建仓
MINT
PIMCO ETF TR
+$550.0K
5,496
增持
OGN
ORGANON & CO
+$542.0K
81,173
+8%
建仓
IJR
ISHARES TR
+$539.0K
4,995
增持
—
LYONDELLBASELL INDUSTRIES N
+$533.0K
37,304
+4%
增持
—
CHUBB LIMITED
+$521.0K
15,312
+7%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$518.0K
25,650
减持
—
ACCENTURE PLC IRELAND
-$509.0K
5,237
-5%
增持
MMM
3M CO
+$493.0K
15,442
+52%
减持
ABT
ABBOTT LABS
-$481.0K
18,728
-2%
增持
MET
METLIFE INC
+$476.0K
9,988
+176%
增持
NEE
NEXTERA ENERGY INC
+$469.0K
12,981
+92%
建仓
DORM
DORMAN PRODS INC
+$467.0K
4,916
清仓
—
DISCOVER FINL SVCS
-$447.0K
0
-100%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$437.0K
451,720
+2%
清仓
TSLA
TESLA INC
-$420.0K
0
-100%
建仓
F
FORD MTR CO DEL
+$417.0K
24,649
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$405.0K
191,290
+3%
增持
BAC
BK OF AMERICA CORP
-$403.0K
145,333
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$401.0K
15,480
+4%
增持
AAPL
APPLE INC
-$387.0K
192,024
+1%
建仓
PSX
PHILLIPS 66
+$381.0K
4,412
增持
CSX
CSX CORP
+$372.0K
54,357
+23%
建仓
—
SYNOVUS FINL CORP
+$368.0K
7,500
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$363.0K
12,374
+67%
增持
VO
VANGUARD INDEX FDS
+$363.0K
87,645
+9%
建仓
IUSB
ISHARES TR
+$358.0K
7,209
减持
QQQ
INVESCO QQQ TR
-$351.0K
8,550
-1%
增持
PAYX
PAYCHEX INC
+$347.0K
53,146
+5%
增持
FLOT
ISHARES TR
+$346.0K
62,898
+13%
减持
QCOM
QUALCOMM INC
-$346.0K
10,885
-1%
减持
HAS
HASBRO INC
-$346.0K
16,422
-1%
减持
FHN
FIRST HORIZON CORPORATION
-$335.0K
30,779
-52%
增持
HD
HOME DEPOT INC
-$321.0K
5,826
+17%
减持
WM
WASTE MGMT INC DEL
-$320.0K
18,508
-5%
增持
KMB
KIMBERLY-CLARK CORP
-$318.0K
20,272
+3%
减持
CSCO
CISCO SYS INC
-$317.0K
41,391
-0%
增持
MO
ALTRIA GROUP INC
+$314.0K
10,201
+121%
增持
MPT
MEDICAL PPTYS TRUST INC
+$312.0K
105,404
+30%
增持
BND
VANGUARD BD INDEX FDS
+$307.0K
19,380
+33%
增持
DHR
DANAHER CORPORATION
-$292.0K
14,125
+5%
增持
GTLS
CHART INDS INC
+$291.0K
6,589
+25%
增持
CLW
CLEARWATER PAPER CORP
+$289.0K
26,403
+115%
清仓
HSTM
HEALTHSTREAM INC
-$288.0K
0
-100%
建仓
PFF
ISHARES TR
+$285.0K
7,819
增持
XLRE
SELECT SECTOR SPDR TR
+$282.0K
102,194
+14%
减持
LOW
LOWES COS INC
-$279.0K
2,666
-16%
建仓
CALM
CAL MAINE FOODS INC
+$276.0K
5,000
减持
IWF
ISHARES TR
-$272.0K
2,696
-19%
减持
IQLT
ISHARES TR
-$261.0K
76,055
-2%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$256.0K
27,122
建仓
O
REALTY INCOME CORP
+$251.0K
3,625
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$246.0K
10,165
-12%
减持
ECL
ECOLAB INC
-$236.0K
3,892
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$235.0K
2,814
-11%
增持
SCHF
SCHWAB STRATEGIC TR
-$235.0K
113,668
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$230.0K
26,647
-3%
清仓
APD
AIR PRODS & CHEMS INC
-$228.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$220.0K
0
-100%
增持
META
META PLATFORMS INC
-$218.0K
2,804
+12%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$215.0K
0
-100%
建仓
ZTS
ZOETIS INC
+$210.0K
1,115
清仓
GS
GOLDMAN SACHS GROUP INC
-$210.0K
0
-100%
增持
USB
US BANCORP DEL
-$208.0K
135,637
+3%
增持
PFE
PFIZER INC
+$208.0K
122,877
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$207.0K
8,318
+26%
增持
XLF
SELECT SECTOR SPDR TR
+$206.0K
15,096
+58%
增持
VTI
VANGUARD INDEX FDS
-$205.0K
26,520
+3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$203.0K
13,902
+2%
建仓
STIP
ISHARES TR
+$202.0K
1,925
建仓
—
KELLOGG CO
+$201.0K
3,115
建仓
WELL
WELLTOWER INC
+$201.0K
2,094
