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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 70
减持 67
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$13.8M
521,120
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.4M
786,807
+3%
增持
VUG
VANGUARD INDEX FDS
+$5.3M
289,927
+10%
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
MRK
MERCK & CO INC
+$3.8M
161,317
-1%
减持
XLU
SELECT SECTOR SPDR TR
-$3.7M
37,418
-61%
增持
HCA
HCA HEALTHCARE INC
+$3.2M
56,487
+0%
减持
CVX
CHEVRON CORP NEW
+$3.1M
88,864
-1%
增持
VO
VANGUARD INDEX FDS
+$2.7M
99,475
+6%
增持
JPM
JPMORGAN CHASE & CO
+$2.3M
77,721
+1%
增持
—
ISHARES TR
+$2.3M
586,337
+19%
增持
IBDR
ISHARES TR
+$2.1M
492,838
+22%
增持
—
ISHARES TR
+$2.1M
512,531
+19%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
81,692
+0%
增持
VB
VANGUARD INDEX FDS
+$2.1M
67,423
+12%
减持
SICP
SILVERGATE CAP CORP
-$2.0M
30,839
-9%
减持
LMT
LOCKHEED MARTIN CORP
+$1.7M
16,855
-0%
增持
AVGO
BROADCOM INC
+$1.7M
13,074
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.5M
375,726
-7%
增持
EMR
EMERSON ELEC CO
+$1.4M
60,421
+0%
增持
IBDS
ISHARES TR
+$1.3M
409,514
+15%
增持
DUK
DUKE ENERGY CORP NEW
+$1.3M
133,749
+0%
增持
AAPL
APPLE INC
-$1.3M
198,821
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.3M
197,805
-10%
减持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
89,850
-0%
减持
NKE
NIKE INC
+$1.2M
36,056
-2%
减持
—
EXXON MOBIL CORP
+$1.1M
50,913
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
26,399
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
199,649
+9%
增持
—
BROOKFIELD INFRAST PARTNERS
-$1.1M
254,076
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.0M
238,503
-3%
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
72,491
+0%
增持
USB
US BANCORP DEL
+$988.1K
146,942
+9%
减持
PFE
PFIZER INC
+$979.3K
134,062
-0%
增持
VTI
VANGUARD INDEX FDS
+$969.0K
69,554
+1%
增持
EFAV
ISHARES TR
+$967.6K
103,399
+5%
增持
PEP
PEPSICO INC
+$942.2K
48,800
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$888.4K
59,597
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$884.5K
130,804
+11%
增持
MGNI
MAGNITE INC
+$789.0K
192,630
+1%
增持
MCD
MCDONALDS CORP
+$786.0K
20,878
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$777.3K
31,905
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$771.6K
51,153
-1%
增持
ABBV
ABBVIE INC
+$753.5K
27,062
+0%
增持
MSFT
MICROSOFT CORP
+$672.9K
76,682
+1%
增持
KOS
KOSMOS ENERGY LTD
+$672.6K
327,296
+20%
减持
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$637.7K
10,984
-64%
减持
NVS
NOVARTIS AG
+$625.1K
43,332
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$584.7K
9,886
-51%
减持
—
CHUBB LIMITED
+$580.0K
15,204
-0%
减持
SGOV
ISHARES TR
-$574.1K
77,451
-7%
减持
KO
COCA COLA CO
+$535.3K
71,692
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$530.1K
6,909
+161%
增持
GOOG
ALPHABET INC
-$520.8K
70,305
+0%
增持
XSOE
WISDOMTREE TR
+$518.6K
106,393
+13%
增持
KMB
KIMBERLY-CLARK CORP
+$495.3K
21,299
+0%
减持
MRNA
MODERNA INC
+$492.0K
8,557
-3%
增持
GIS
GENERAL MLS INC
+$479.9K
62,157
+1%
减持
SNEX
STONEX GROUP INC
+$447.3K
74,935
-7%
增持
—
LYONDELLBASELL INDUSTRIES N
+$436.4K
51,842
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$434.9K
111,576
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$425.6K
16,190
+0%
增持
ACIW
ACI WORLDWIDE INC
+$420.8K
163,123
+2%
减持
NUE
NUCOR CORP
+$417.6K
18,448
-2%
增持
WY
WEYERHAEUSER CO MTN BE
+$364.5K
143,854
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$361.0K
254,416
-0%
减持
ORI
OLD REP INTL CORP
+$349.8K
116,845
-1%
减持
CAT
CATERPILLAR INC
+$349.4K
4,848
-2%
增持
SCHV
SCHWAB STRATEGIC TR
+$342.4K
36,283
+3%
减持
BAC
BANK AMERICA CORP
+$336.0K
132,366
-1%
增持
LUV
SOUTHWEST AIRLS CO
+$322.2K
69,771
+6%
减持
QUAL
ISHARES TR
+$316.7K
35,449
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$314.7K
4,183
+16%
减持
CSCO
CISCO SYS INC
+$313.5K
43,986
-1%
增持
CRM
SALESFORCE INC
+$312.5K
14,952
+29%
减持
AFL
AFLAC INC
+$297.1K
19,393
-1%
增持
WMT
WALMART INC
+$295.5K
24,039
+0%
建仓
SCHE
SCHWAB STRATEGIC TR
+$290.5K
12,274
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$279.7K
14,246
+1%
减持
HAS
HASBRO INC
-$277.4K
13,597
-17%
增持
HD
HOME DEPOT INC
+$259.2K
6,494
+0%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$259.0K
585
增持
ABT
ABBOTT LABS
+$255.2K
19,002
+0%
建仓
APD
AIR PRODS & CHEMS INC
+$252.8K
820
增持
AMZN
AMAZON COM INC
-$251.6K
12,588
+9%
减持
IJR
ISHARES TR
-$245.2K
2,175
-58%
减持
DIS
DISNEY WALT CO
-$232.3K
11,576
-12%
建仓
MCO
MOODYS CORP
+$222.9K
800
建仓
—
JOHNSON CTLS INTL PLC
+$221.4K
3,460
建仓
IVE
ISHARES TR
+$217.8K
1,501
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$217.6K
5,825
清仓
ZTS
ZOETIS INC
-$217.0K
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$216.3K
1,600
减持
GD
GENERAL DYNAMICS CORP
+$211.7K
6,770
-2%
建仓
FTV
FORTIVE CORP
+$211.2K
3,287
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$210.8K
4,142
-9%
增持
IGSB
ISHARES TR
+$209.8K
187,450
+1%
减持
TIP
ISHARES TR
-$205.5K
41,399
-6%
减持
IEMG
ISHARES INC
+$203.5K
151,339
-5%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$203.4K
1,440
建仓
BA
BOEING CO
+$202.9K
1,065
建仓
TXN
TEXAS INSTRS INC
+$201.1K
1,217
减持
MA
MASTERCARD INCORPORATED
+$200.5K
3,415
-2%
减持
BDX
BECTON DICKINSON & CO
+$199.6K
6,424
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$194.1K
34,071
-1%
减持
TJX
TJX COS INC NEW
+$188.5K
11,150
-1%
增持
—
DERMTECH INC
-$188.5K
165,809
+36%
增持
PAYX
PAYCHEX INC
+$178.1K
52,329
+0%
减持
FLOT
ISHARES TR
-$178.1K
64,055
-5%
减持
PM
PHILIP MORRIS INTL INC
+$171.7K
9,947
-1%
增持
DHR
DANAHER CORPORATION
+$170.3K
15,019
+2%
减持
EEMV
ISHARES INC
-$167.0K
6,484
-36%
减持
MDLZ
MONDELEZ INTL INC
+$165.5K
14,576
-1%
增持
VBR
VANGUARD INDEX FDS
+$164.8K
5,660
+11%
增持
ASPN
ASPEN AEROGELS INC
+$148.2K
38,019
+17%
增持
SO
SOUTHERN CO
+$143.9K
41,043
+0%
增持
GOOGL
ALPHABET INC
-$143.9K
25,129
+2%
增持
TSLA
TESLA INC
-$140.6K
1,984
+37%
增持
XLE
SELECT SECTOR SPDR TR
+$136.6K
8,272
+1%
减持
FLRN
SPDR SER TR
-$136.0K
169,135
-3%
增持
GTLS
CHART INDS INC
+$131.2K
12,924
+75%
增持
—
PINNACLE FINL PARTNERS INC
-$131.0K
53,637
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$128.8K
341,576
+0%
增持
VOO
VANGUARD INDEX FDS
+$128.4K
3,661
+4%
减持
OGN
ORGANON & CO
+$115.5K
62,818
-10%
减持
CLW
CLEARWATER PAPER CORP
-$110.1K
33,032
-9%
减持
AXP
AMERICAN EXPRESS CO
+$108.9K
8,541
-0%
减持
FHN
FIRST HORIZON CORPORATION
-$107.3K
43,537
-15%
增持
IVV
ISHARES TR
+$105.9K
1,619
+12%
减持
MPT
MEDICAL PPTYS TRUST INC
-$103.5K
28,505
-20%
减持
WM
WASTE MGMT INC DEL
-$100.2K
18,204
-1%
减持
SHV
ISHARES TR
-$100.2K
5,539
-14%
减持
BND
VANGUARD BD INDEX FDS
-$97.4K
6,745
-17%
减持
—
AKERO THERAPEUTICS INC
+$86.8K
7,570
-21%
减持
—
UNILEVER PLC
+$86.3K
16,013
-2%
减持
PSX
PHILLIPS 66
+$86.2K
4,412
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$80.5K
7,539
-13%
增持
SCHA
SCHWAB STRATEGIC TR
+$67.2K
22,025
+1%
增持
DAL
DELTA AIR LINES INC DEL
+$65.6K
9,575
+8%
减持
DEO
DIAGEO PLC
+$65.0K
15,618
-2%
减持
EFA
ISHARES TR
+$62.4K
12,316
-7%
减持
TFLO
ISHARES TR
-$58.7K
11,929
-9%
增持
O
REALTY INCOME CORP
+$58.1K
4,100
+18%
减持
MMM
3M CO
+$53.3K
13,320
-5%
增持
FANG
DIAMONDBACK ENERGY INC
+$53.1K
2,048
+8%
减持
EGP
EASTGROUP PPTYS INC
-$52.0K
1,540
-21%
减持
AMGN
AMGEN INC
+$51.6K
2,405
-7%
增持
LOW
LOWES COS INC
+$50.1K
2,766
+4%
增持
ATEX
ANTERIX INC
+$48.9K
14,450
+24%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$48.1K
12,944
-2%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$47.6K
8,344
-2%
