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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 43
减持 83
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
IBDT
ISHARES TR
+$5.9M
526,702
+90%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.9M
192,993
-34%
减持
AAPL
APPLE INC
-$4.4M
174,692
-1%
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。
建仓
SMOT
VANECK ETF TRUST
+$4.1M
145,435
增持
HCA
HCA HEALTHCARE INC
-$3.2M
59,492
+1%
增持
IBDS
ISHARES TR
+$3.1M
725,062
+24%
增持
VTV
VANGUARD INDEX FDS
+$2.6M
579,167
+6%
增持
—
CHUBB LIMITED
+$2.6M
27,575
+69%
减持
MSFT
MICROSOFT CORP
-$2.3M
76,980
-2%
减持
—
BROOKFIELD INFRAST PARTNERS
-$2.3M
155,247
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.3M
221,911
-13%
增持
SGOV
ISHARES TR
+$2.2M
111,392
+25%
减持
MRK
MERCK & CO INC
-$2.0M
156,662
-0%
减持
PEP
PEPSICO INC
-$2.0M
41,642
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
30,907
+18%
减持
TIP
ISHARES TR
-$1.6M
9,666
-60%
减持
USB
US BANCORP DEL
-$1.5M
32,828
-59%
增持
SNEX
STONEX GROUP INC
+$1.5M
85,872
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
67,887
+2%
减持
—
ISHARES TR
-$1.3M
545,380
-9%
增持
SHY
ISHARES TR
+$1.2M
36,136
+71%
减持
MGNI
MAGNITE INC
-$1.2M
169,987
-5%
建仓
IEI
ISHARES TR
+$1.1M
10,119
增持
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
820,966
+3%
增持
IBDR
ISHARES TR
+$1.1M
689,265
+8%
减持
MCD
MCDONALDS CORP
-$1.1M
19,891
-6%
减持
CVX
CHEVRON CORP NEW
+$1.0M
96,151
-0%
建仓
HROW
HARROW INC
+$989.5K
68,861
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$957.4K
182,036
-8%
减持
APLD
APPLIED DIGITAL CORP
-$956.3K
189,069
-17%
增持
UNH
UNITEDHEALTH GROUP INC
+$949.2K
19,161
+6%
减持
WY
WEYERHAEUSER CO MTN BE
-$757.8K
118,173
-10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$753.1K
254,672
-1%
减持
NKE
NIKE INC
-$746.5K
34,098
-6%
增持
JNJ
JOHNSON & JOHNSON
-$739.0K
79,254
+0%
减持
GOOG
ALPHABET INC
+$725.0K
72,319
-1%
增持
—
ISHARES TR
+$704.8K
641,539
+5%
减持
IGSB
ISHARES TR
-$694.6K
236,317
-5%
增持
HD
HOME DEPOT INC
+$676.6K
9,340
+35%
减持
—
PINNACLE FINL PARTNERS INC
+$645.2K
62,980
-0%
增持
KOS
KOSMOS ENERGY LTD
+$630.3K
281,434
+1%
减持
PG
PROCTER AND GAMBLE CO
-$611.9K
82,769
-1%
减持
LUV
SOUTHWEST AIRLS CO
-$611.7K
18,396
-40%
减持
XLRE
SELECT SECTOR SPDR TR
-$577.0K
35,804
-25%
增持
KO
COCA COLA CO
+$565.1K
86,403
+22%
减持
WM
WASTE MGMT INC DEL
-$554.4K
16,250
-7%
增持
VUG
VANGUARD INDEX FDS
+$498.8K
329,090
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
+$492.3K
59,393
+6%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$484.5K
19,294
减持
DEO
DIAGEO PLC
-$481.5K
15,245
-4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$474.2K
225,954
-11%
增持
VO
VANGUARD INDEX FDS
-$474.0K
107,459
+4%
增持
EMR
EMERSON ELEC CO
+$473.6K
60,647
+2%
减持
XLU
SELECT SECTOR SPDR TR
-$442.0K
28,384
-12%
减持
RTX
RTX CORPORATION
-$423.0K
13,998
-4%
减持
DAL
DELTA AIR LINES INC DEL
-$421.4K
39,439
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$413.6K
48,294
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$383.7K
81,709
-2%
减持
ABT
ABBOTT LABS
-$382.1K
17,132
-9%
减持
IEMG
ISHARES INC
-$377.5K
134,725
-2%
建仓
SPTS
SPDR SER TR
+$363.2K
12,647
减持
NUE
NUCOR CORP
-$355.1K
16,495
-8%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$340.3K
30,078
-18%
增持
SOXX
ISHARES TR
-$316.5K
11,757
+1%
减持
ABBV
ABBVIE INC
+$315.7K
26,903
-2%
增持
KMB
KIMBERLY-CLARK CORP
-$314.1K
20,904
+2%
减持
QUAL
ISHARES TR
-$313.9K
28,774
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$312.2K
24,050
-10%
增持
GIS
GENERAL MLS INC
-$303.4K
66,748
+12%
减持
BAC
BANK AMERICA CORP
-$302.5K
126,435
-4%
增持
PFE
PFIZER INC
-$277.5K
135,768
+4%
增持
VTI
VANGUARD INDEX FDS
-$276.9K
78,908
+2%
清仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$274.5K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$273.8K
27,308
+100%
清仓
TROW
PRICE T ROWE GROUP INC
-$273.3K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$271.2K
9,062
-3%
建仓
—
SIRIUS XM HOLDINGS INC
+$270.7K
59,895
减持
ORCL
ORACLE CORP
-$267.3K
10,711
-9%
减持
LLY
ELI LILLY & CO
+$265.2K
4,524
-2%
减持
SO
SOUTHERN CO
-$263.5K
37,551
-2%
增持
ACIW
ACI WORLDWIDE INC
+$261.8K
101,727
+16%
减持
HSY
HERSHEY CO
-$258.0K
5,073
-0%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$256.2K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
-$254.5K
18,370
+9%
增持
VB
VANGUARD INDEX FDS
+$243.4K
93,628
+7%
建仓
LPX
LOUISIANA PAC CORP
+$241.8K
4,374
清仓
XEL
XCEL ENERGY INC
-$237.8K
0
-100%
增持
ORI
OLD REP INTL CORP
+$235.9K
118,289
+1%
清仓
—
JOHNSON CTLS INTL PLC
-$235.8K
0
-100%
减持
CRM
SALESFORCE INC
-$228.8K
17,957
-2%
清仓
TGT
TARGET CORP
-$228.7K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$223.6K
0
-100%
清仓
BAX
BAXTER INTL INC
-$220.8K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
-$220.2K
14,199
+2%
清仓
VOE
VANGUARD INDEX FDS
-$217.9K
0
-100%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$216.0K
9,937
减持
SCHF
SCHWAB STRATEGIC TR
-$212.9K
84,598
-2%
清仓
GS
GOLDMAN SACHS GROUP INC
-$211.3K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$210.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$209.1K
12,051
-1%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$209.0K
0
-100%
清仓
—
KELLOGG CO
-$208.3K
0
-100%
建仓
IJR
ISHARES TR
+$207.9K
2,204
清仓
WEX
WEX INC
-$203.6K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$195.6K
6,855
-19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$195.1K
215,402
+1%
减持
NVS
NOVARTIS AG
-$193.0K
40,322
-5%
增持
EFAV
ISHARES TR
-$192.2K
121,390
+1%
减持
IQLT
ISHARES TR
-$188.5K
66,158
-2%
减持
GOOGL
ALPHABET INC
+$187.0K
23,006
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$180.6K
52,338
-21%
增持
AVGO
BROADCOM INC
-$174.5K
13,728
+3%
减持
—
ACCENTURE PLC IRELAND
-$172.1K
4,553
-11%
减持
—
DERMTECH INC
-$164.1K
96,732
-17%
减持
CLW
CLEARWATER PAPER CORP
+$159.3K
35,482
-1%
减持
QQQ
INVESCO QQQ TR
-$154.2K
7,201
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$150.6K
154,515
+3%
减持
DHR
DANAHER CORPORATION
-$149.1K
13,441
-7%
减持
—
EXXON MOBIL CORP
-$147.4K
47,711
-11%
减持
SHEL
SHELL PLC
-$145.8K
8,825
-25%
减持
BDX
BECTON DICKINSON & CO
-$141.7K
6,586
-6%
减持
AFL
AFLAC INC
+$140.6K
21,652
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$138.8K
29,849
-1%
减持
SYK
STRYKER CORPORATION
-$136.8K
3,580
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$132.6K
26,950
-6%
减持
TFLO
ISHARES TR
-$126.2K
5,665
-31%
减持
GTLS
CHART INDS INC
+$122.2K
15,204
-1%
清仓
WU
WESTERN UN CO
-$119.9K
0
-100%
增持
IBMO
ISHARES TR
+$119.4K
51,500
+12%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$117.0K
11,899
-6%
减持
WMT
WALMART INC
-$114.3K
23,133
-5%
减持
XLF
SELECT SECTOR SPDR TR
-$111.0K
32,541
-8%
增持
IBMP
ISHARES TR
+$107.7K
51,500
+12%
减持
ECL
ECOLAB INC
-$105.6K
3,493
-6%
减持
DIS
DISNEY WALT CO
-$104.7K
12,299
-0%
减持
JPM
JPMORGAN CHASE & CO
-$96.0K
81,421
-1%
增持
XLV
SELECT SECTOR SPDR TR
-$94.7K
46,551
+1%
增持
XSOE
WISDOMTREE TR
-$93.1K
134,014
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$93.1K
1,360
-19%
减持
QCOM
QUALCOMM INC
-$90.7K
8,013
-3%
增持
XLE
SELECT SECTOR SPDR TR
+$84.8K
9,181
+0%
减持
YUM
YUM BRANDS INC
-$80.1K
3,338
-7%
减持
INTC
INTEL CORP
-$78.7K
32,478
-12%
减持
SYY
SYSCO CORP
-$77.6K
6,790
-4%
减持
AMGN
AMGEN INC
+$75.6K
2,288
-6%
增持
META
META PLATFORMS INC
+$74.9K
5,207
+0%
减持
—
ISHARES TR
-$73.7K
128,300
-2%
减持
MDLZ
MONDELEZ INTL INC
-$72.4K
14,282
-2%
减持
MPT
MEDICAL PPTYS TRUST INC
-$70.5K
12,500
-17%
减持
EEMV
ISHARES INC
-$68.8K
4,608
-19%
