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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 5
增持 49
减持 87
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$10.0M
4,406
-85%
减持
VUG
VANGUARD INDEX FDS
+$9.3M
314,941
-2%
增持
IBDT
ISHARES TR
+$6.3M
277,158
+1259%
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
AAPL
APPLE INC
+$4.8M
177,132
-1%
清仓
FLRN
SPDR SER TR
-$4.6M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.5M
290,297
-23%
增持
MSFT
MICROSOFT CORP
+$4.1M
78,206
+0%
增持
AVGO
BROADCOM INC
+$3.1M
13,346
+1%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
543,864
+0%
增持
HCA
HCA HEALTHCARE INC
+$2.4M
58,926
+1%
减持
USB
US BANCORP DEL
-$2.2M
79,492
-41%
建仓
APLD
APPLIED DIGITAL CORP
+$2.1M
228,459
增持
VB
VANGUARD INDEX FDS
+$2.0M
87,781
+8%
清仓
FLOT
ISHARES TR
-$2.0M
0
-100%
增持
IBDS
ISHARES TR
+$1.5M
583,750
+13%
增持
GOOG
ALPHABET INC
+$1.4M
72,830
+3%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
79,041
+5%
增持
DAL
DELTA AIR LINES INC DEL
+$1.3M
39,560
+143%
减持
TIP
ISHARES TR
-$1.3M
24,151
-32%
减持
JPM
JPMORGAN CHASE & CO
+$1.2M
81,846
-1%
增持
IBDR
ISHARES TR
+$1.1M
639,463
+9%
减持
ACIW
ACI WORLDWIDE INC
-$1.0M
87,748
-23%
增持
—
PINNACLE FINL PARTNERS INC
+$1.0M
63,141
+37%
减持
VTI
VANGUARD INDEX FDS
+$1.0M
77,345
-1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
66,409
增持
PANW
PALO ALTO NETWORKS INC
+$1.0M
13,890
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$980.3K
150,289
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$950.3K
26,209
+1%
减持
LUV
SOUTHWEST AIRLS CO
-$873.5K
30,645
-50%
减持
—
ISHARES TR
-$866.4K
600,723
-6%
增持
SNEX
STONEX GROUP INC
-$841.1K
82,618
+11%
增持
MGNI
MAGNITE INC
+$831.9K
178,209
+3%
减持
MRK
MERCK & CO INC
+$827.8K
157,172
-3%
减持
ABBV
ABBVIE INC
-$782.8K
27,421
-2%
增持
SHY
ISHARES TR
+$753.6K
21,148
+81%
减持
VZ
VERIZON COMMUNICATIONS INC
-$744.2K
255,001
-3%
减持
MMM
3M CO
-$742.1K
3,429
-67%
减持
KOS
KOSMOS ENERGY LTD
-$741.6K
279,109
-14%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$728.4K
256,625
+4%
减持
GIS
GENERAL MLS INC
-$671.5K
59,643
-3%
增持
GTLS
CHART INDS INC
+$662.5K
15,327
+8%
减持
TXN
TEXAS INSTRS INC
-$657.4K
1,242
-74%
减持
PFE
PFIZER INC
-$595.4K
130,340
-1%
减持
VO
VANGUARD INDEX FDS
+$550.7K
103,794
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$542.4K
18,125
+5%
减持
XLRE
SELECT SECTOR SPDR TR
-$497.1K
47,674
-22%
增持
PG
PROCTER AND GAMBLE CO
+$493.9K
83,594
+2%
减持
SOXX
ISHARES TR
+$478.9K
11,602
-5%
减持
LLY
LILLY ELI & CO
+$437.1K
4,616
-8%
增持
META
META PLATFORMS INC
+$429.0K
5,186
+4%
减持
—
UNILEVER PLC
-$422.6K
7,844
-51%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$419.4K
198,210
-2%
减持
QCOM
QUALCOMM INC
-$391.3K
8,238
-23%
减持
MCD
MCDONALDS CORP
+$368.9K
21,127
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$365.9K
48,744
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$364.4K
45,865
+4%
增持
NKE
NIKE INC
-$362.4K
36,305
+2%
减持
WY
WEYERHAEUSER CO MTN BE
+$354.0K
130,737
-2%
减持
MRNA
MODERNA INC
-$349.3K
8,340
-6%
减持
NVS
NOVARTIS AG
+$347.1K
42,614
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$339.3K
35,313
-26%
增持
—
ISHARES TR
+$321.0K
612,367
+3%
建仓
SBUX
STARBUCKS CORP
+$319.9K
3,229
清仓
O
REALTY INCOME CORP
-$319.3K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$297.4K
212,414
-4%
增持
BDX
BECTON DICKINSON & CO
+$285.1K
6,986
+11%
减持
ORCL
ORACLE CORP
+$277.0K
11,771
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$272.9K
32,314
-8%
减持
CMCSA
COMCAST CORP NEW
-$268.8K
6,280
-55%
减持
DHR
DANAHER CORPORATION
-$263.2K
14,516
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$262.7K
16,871
-1%
减持
IEMG
ISHARES INC
-$259.0K
137,738
-5%
减持
MO
ALTRIA GROUP INC
-$250.1K
4,636
-55%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$246.5K
1,842
减持
AMZN
AMAZON COM INC
+$243.4K
13,188
-8%
清仓
—
LINDE PLC
-$233.2K
0
-100%
减持
—
DERMTECH INC
-$230.7K
116,703
-20%
清仓
SRLN
SSGA ACTIVE ETF TR
-$225.1K
0
-100%
减持
CSX
CSX CORP
+$224.7K
55,302
-0%
减持
TGT
TARGET CORP
-$223.6K
1,734
-37%
减持
QUAL
ISHARES TR
+$223.0K
30,444
-3%
减持
COST
COSTCO WHSL CORP NEW
+$220.7K
6,908
-2%
清仓
STIP
ISHARES TR
-$210.9K
0
-100%
清仓
IJR
ISHARES TR
-$210.3K
0
-100%
减持
PAYX
PAYCHEX INC
-$209.9K
50,415
-1%
减持
WMT
WALMART INC
+$209.6K
24,265
-1%
减持
QQQ
INVESCO QQQ TR
+$204.2K
7,401
-6%
增持
CVX
CHEVRON CORP NEW
+$203.7K
96,452
+5%
清仓
SCHW
SCHWAB CHARLES CORP
-$202.4K
0
-100%
减持
CRM
SALESFORCE INC
+$194.5K
18,319
-0%
减持
GOOGL
ALPHABET INC
+$190.0K
23,589
-7%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$187.0K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$183.4K
19,154
-21%
减持
T
AT&T INC
-$170.2K
25,923
-15%
增持
WDAY
WORKDAY INC
+$168.3K
7,857
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$161.9K
26,710
-1%
增持
PEP
PEPSICO INC
+$161.7K
48,760
+0%
减持
—
ISHARES TR
-$156.4K
130,812
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$154.3K
28,522
-6%
减持
BAC
BANK AMERICA CORP
-$150.1K
131,206
-4%
增持
IGSB
ISHARES TR
+$148.1K
248,561
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$146.4K
36,678
-7%
减持
NEE
NEXTERA ENERGY INC
-$141.8K
12,123
-10%
减持
WM
WASTE MGMT INC DEL
+$139.5K
17,481
-1%
减持
AMGN
AMGEN INC
-$137.4K
2,429
-13%
增持
MA
MASTERCARD INCORPORATED
+$134.2K
3,640
+2%
减持
NUE
NUCOR CORP
+$128.5K
17,893
-1%
减持
ABT
ABBOTT LABS
+$127.9K
18,724
-1%
增持
DIS
DISNEY WALT CO
-$127.7K
12,338
+1%
增持
HON
HONEYWELL INTL INC
+$125.8K
5,695
+3%
减持
CSCO
CISCO SYS INC
-$124.5K
41,452
-5%
增持
SGOV
ISHARES TR
+$124.5K
89,252
+1%
减持
EMR
EMERSON ELEC CO
+$122.4K
59,554
-1%
建仓
WU
WESTERN UN CO
+$119.9K
10,218
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$112.2K
252,696
-3%
减持
AFL
AFLAC INC
+$108.6K
21,793
-0%
增持
SMH
VANECK ETF TRUST
+$108.0K
5,230
+100%
减持
HAS
HASBRO INC
-$100.6K
6,818
-32%
减持
AMP
AMERIPRISE FINL INC
-$99.0K
1,026
-29%
减持
—
BROOKFIELD INFRAST PARTNERS
+$96.2K
188,339
-6%
减持
TSLA
TESLA INC
+$90.7K
2,816
-10%
减持
VOO
VANGUARD INDEX FDS
+$88.8K
3,664
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$85.6K
9,121
-1%
减持
INTC
INTEL CORP
-$82.5K
36,882
-8%
减持
TROW
PRICE T ROWE GROUP INC
-$82.3K
2,440
-23%
增持
KO
COCA COLA CO
-$81.7K
70,935
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$79.8K
86,560
+0%
增持
—
LYONDELLBASELL INDUSTRIES N
+$76.9K
55,888
+4%
减持
NVDA
NVIDIA CORPORATION
+$75.2K
900
-18%
减持
ECL
ECOLAB INC
+$73.7K
3,735
-1%
减持
KMB
KIMBERLY-CLARK CORP
+$73.4K
20,573
-0%
增持
EFAV
ISHARES TR
+$72.4K
120,137
+1%
增持
XSOE
WISDOMTREE TR
+$69.3K
131,207
+2%
增持
—
CHUBB LIMITED
+$67.5K
16,322
+3%
减持
RNST
RENASANT CORP
-$66.6K
8,094
-11%
增持
—
ISHARES TR
+$63.1K
109,050
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$60.1K
34,383
+0%
增持
IBMP
ISHARES TR
+$58.2K
46,000
+7%
增持
CVS
CVS HEALTH CORP
+$57.9K
4,882
+30%
减持
V
VISA INC
+$57.5K
5,292
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$54.7K
30,149
-3%
减持
—
EATON CORP PLC
+$54.6K
1,915
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$51.5K
1,712
+21%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$51.4K
14,602
+4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$51.1K
9,515
-1%
减持
BAX
BAXTER INTL INC
-$50.2K
4,846
-27%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$48.4K
800,620
-2%
减持
ASPN
ASPEN AEROGELS INC
-$46.5K
50,085
-16%
增持
—
EXXON MOBIL CORP
+$45.6K
53,681
+3%
减持
MDLZ
MONDELEZ INTL INC
+$42.9K
14,582
-0%
