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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 4
增持 94
减持 43
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
-$13.3M
252,666
+4%
增持
AAPL
APPLE INC
-$6.7M
195,985
+2%
增持
VTV
VANGUARD INDEX FDS
-$5.3M
459,308
+3%
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
VTI
VANGUARD INDEX FDS
+$5.1M
58,912
+122%
增持
—
ISHARES TR
+$4.5M
372,987
+96%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.9M
266,970
-22%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$3.7M
659,765
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.5M
189,607
+47%
增持
VO
VANGUARD INDEX FDS
-$3.3M
88,988
+2%
增持
MSFT
MICROSOFT CORP
-$3.2M
74,978
+3%
增持
HCA
HCA HEALTHCARE INC
-$3.1M
53,065
+10%
增持
SICP
SILVERGATE CAP CORP
-$3.1M
35,541
+8%
增持
—
ISHARES TR
+$2.8M
305,184
+63%
增持
SGOV
ISHARES TR
+$2.5M
72,427
+54%
增持
—
ISHARES TR
+$2.5M
132,000
+267%
增持
XLV
SELECT SECTOR SPDR TR
+$2.2M
26,033
+213%
增持
XLF
SELECT SECTOR SPDR TR
+$1.8M
76,751
+408%
减持
CVX
CHEVRON CORP NEW
-$1.8M
85,680
-2%
减持
MPT
MEDICAL PPTYS TRUST INC
-$1.6M
38,905
-63%
增持
—
ISHARES TR
+$1.6M
94,750
+167%
增持
GOOG
ALPHABET INC
-$1.5M
3,687
+8%
增持
FLRN
SPDR SER TR
+$1.5M
182,205
+38%
减持
MRK
MERCK & CO INC
+$1.4M
159,258
-1%
增持
JPM
JPMORGAN CHASE & CO
-$1.4M
70,084
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
26,489
+9%
增持
BAC
BK OF AMERICA CORP
-$1.3M
149,318
+3%
增持
IBDR
ISHARES TR
+$1.3M
247,481
+33%
增持
—
BROOKFIELD INFRAST PARTNERS
-$1.3M
243,829
+52%
建仓
MRNA
MODERNA INC
+$1.3M
8,872
减持
USB
US BANCORP DEL
-$1.2M
129,952
-4%
减持
PAYX
PAYCHEX INC
-$1.2M
53,038
-0%
增持
IBDS
ISHARES TR
+$1.2M
244,083
+32%
减持
XLU
SELECT SECTOR SPDR TR
-$1.2M
101,338
-9%
减持
IEMG
ISHARES INC
-$1.1M
162,098
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
28,526
-64%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.0M
26,253
+112%
增持
EMR
EMERSON ELEC CO
-$1.0M
59,318
+1%
增持
AVGO
BROADCOM INC
-$1.0M
11,392
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.0M
51,583
-1%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$973.0K
18,539
-72%
增持
QUAL
ISHARES TR
-$952.0K
42,272
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$927.0K
128,503
+56%
减持
NUE
NUCOR CORP
-$909.0K
18,728
-3%
增持
NKE
NIKE INC
-$906.0K
36,943
+6%
减持
MGNI
MAGNITE INC
-$866.0K
163,019
-7%
减持
INTC
INTEL CORP
-$789.0K
63,023
-1%
增持
CRM
SALESFORCE INC
+$764.0K
6,116
+430%
增持
EFAV
ISHARES TR
-$735.0K
107,100
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$729.0K
184,986
+1%
清仓
SCHG
SCHWAB STRATEGIC TR
-$701.0K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$687.0K
142,676
-0%
增持
ASPN
ASPEN AEROGELS INC
-$662.0K
31,519
+12%
增持
VB
VANGUARD INDEX FDS
-$654.0K
53,571
+13%
增持
WMT
WALMART INC
-$646.0K
24,307
+1%
增持
VYM
VANGUARD WHITEHALL FDS
-$632.0K
90,572
+3%
增持
LUV
SOUTHWEST AIRLS CO
-$626.0K
65,589
+0%
增持
QQQ
INVESCO QQQ TR
-$618.0K
8,855
+4%
减持
DIS
DISNEY WALT CO
-$615.0K
13,763
-1%
增持
—
EXXON MOBIL CORP
+$539.0K
55,038
+9%
减持
BND
VANGUARD BD INDEX FDS
-$529.0K
13,456
-31%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$527.0K
50,575
-33%
增持
IGSB
ISHARES TR
+$524.0K
132,427
+11%
减持
IQLT
ISHARES TR
-$522.0K
73,771
-3%
增持
DHR
DANAHER CORPORATION
-$520.0K
14,292
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$520.0K
340,291
-0%
增持
CLW
CLEARWATER PAPER CORP
+$509.0K
37,133
+41%
增持
DUK
DUKE ENERGY CORP NEW
-$507.0K
129,327
+0%
增持
JNJ
JOHNSON & JOHNSON
+$500.0K
72,320
+4%
建仓
IBDT
ISHARES TR
+$499.0K
20,000
增持
SNEX
STONEX GROUP INC
+$482.0K
82,340
+3%
增持
—
LYONDELLBASELL INDUSTRIES N
-$479.0K
38,381
+3%
增持
GOOGL
ALPHABET INC
-$479.0K
1,123
+7%
增持
CSCO
CISCO SYS INC
-$468.0K
43,141
+4%
减持
GIS
GENERAL MLS INC
+$440.0K
64,988
-1%
减持
ORI
OLD REP INTL CORP
-$426.0K
118,103
-0%
增持
CSX
CSX CORP
-$424.0K
55,482
+2%
增持
AMZN
AMAZON COM INC
-$394.0K
10,466
+2165%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$366.0K
446,037
-1%
增持
AXP
AMERICAN EXPRESS CO
-$366.0K
8,346
+2%
增持
—
DERMTECH INC
-$361.0K
112,559
+68%
增持
TIP
ISHARES TR
-$344.0K
45,444
+3%
减持
—
WESTPORT FUEL SYSTEMS INC
-$328.0K
74,931
-71%
减持
SCHV
SCHWAB STRATEGIC TR
-$324.0K
35,583
-0%
增持
XLRE
SELECT SECTOR SPDR TR
-$306.0K
113,375
+11%
增持
DEO
DIAGEO PLC
-$298.0K
17,079
+6%
增持
FLOT
ISHARES TR
+$294.0K
69,546
+11%
增持
—
PINNACLE FINL PARTNERS INC
+$281.0K
28,901
+47%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$276.0K
44,585
+14%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$269.0K
12,839
-50%
增持
—
CHUBB LIMITED
-$259.0K
15,343
+0%
建仓
—
ISHARES TR
+$255.0K
10,000
增持
KMB
KIMBERLY-CLARK CORP
+$254.0K
20,355
+0%
建仓
SBUX
STARBUCKS CORP
+$249.0K
3,259
增持
UPS
UNITED PARCEL SERVICE INC
-$246.0K
58,506
+15%
减持
KOS
KOSMOS ENERGY LTD
-$241.0K
238,715
-0%
增持
MA
MASTERCARD INCORPORATED
+$240.0K
4,410
+37%
增持
LLY
LILLY ELI & CO
+$238.0K
4,771
+4%
清仓
OGE
OGE ENERGY CORP
-$238.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$237.0K
3,543
+48%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$234.0K
34,769
-2%
清仓
UBER
UBER TECHNOLOGIES INC
-$228.0K
0
-100%
增持
PFE
PFIZER INC
+$226.0K
125,631
+2%
减持
GPN
GLOBAL PMTS INC
-$225.0K
8,424
-0%
减持
VXF
VANGUARD INDEX FDS
-$223.0K
6,215
-1%
清仓
—
JOHNSON CTLS INTL PLC
-$220.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$210.0K
0
-100%
清仓
IWP
ISHARES TR
-$203.0K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP
-$201.0K
0
-100%
清仓
WELL
WELLTOWER INC
-$201.0K
0
-100%
清仓
FTV
FORTIVE CORP
-$200.0K
0
-100%
增持
HSY
HERSHEY CO
+$198.0K
5,953
+19%
减持
OGN
ORGANON & CO
-$196.0K
78,189
-4%
增持
MMM
3M CO
-$193.0K
16,277
+5%
减持
—
BLACKROCK INC
-$185.0K
1,137
-1%
增持
SBNY
SIGNATURE BK NEW YORK N Y
-$183.0K
6,368
+41%
增持
UNH
UNITEDHEALTH GROUP INC
+$182.0K
15,724
+2%
增持
MCD
MCDONALDS CORP
+$181.0K
19,739
+4%
增持
SCHA
SCHWAB STRATEGIC TR
-$178.0K
21,695
+0%
增持
PG
PROCTER AND GAMBLE CO
-$169.0K
82,217
+5%
增持
TFC
TRUIST FINL CORP
-$158.0K
20,506
+3%
增持
AFL
AFLAC INC
-$157.0K
19,533
+2%
减持
WFC
WELLS FARGO CO NEW
-$151.0K
13,677
-4%
增持
ACIW
ACI WORLDWIDE INC
+$149.0K
126,444
+27%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$149.0K
89,576
+9%
减持
T
AT&T INC
-$148.0K
28,976
-9%
增持
LMT
LOCKHEED MARTIN CORP
-$140.0K
16,699
+1%
减持
IWM
ISHARES TR
-$132.0K
3,493
-1%
增持
VBR
VANGUARD INDEX FDS
-$132.0K
5,119
+0%
增持
META
META PLATFORMS INC
-$131.0K
3,052
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$130.0K
26,957
+1%
增持
ABBV
ABBVIE INC
-$120.0K
25,774
+3%
增持
STIP
ISHARES TR
+$111.0K
3,088
+60%
减持
FITB
FIFTH THIRD BANCORP
-$109.0K
7,248
-12%
减持
SO
SOUTHERN CO
-$108.0K
41,153
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$101.0K
218,473
+14%
增持
WM
WASTE MGMT INC DEL
-$98.0K
18,538
+0%
减持
MINT
PIMCO ETF TR
-$98.0K
4,556
-17%
减持
CAT
CATERPILLAR INC
-$97.0K
2,009
-2%
增持
MO
ALTRIA GROUP INC
-$92.0K
10,561
+4%
增持
NEE
NEXTERA ENERGY INC
-$91.0K
13,031
+0%
增持
TJX
TJX COS INC NEW
+$84.0K
14,250
+21%
增持
IBMO
ISHARES TR
+$84.0K
40,000
+10%
增持
GD
GENERAL DYNAMICS CORP
+$83.0K
7,920
+14%
减持
MET
METLIFE INC
-$81.0K
9,888
-1%
增持
DAL
DELTA AIR LINES INC DEL
-$80.0K
8,375
+2%
增持
IVV
ISHARES TR
-$78.0K
1,507
+5%
增持
IWD
ISHARES TR
-$67.0K
3,801
+2%
减持
PFF
ISHARES TR
-$66.0K
6,669
-15%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$65.0K
8,919
-2%
减持
TFLO
ISHARES TR
-$64.0K
14,603
-8%
