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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 68
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$26.4M
373,297
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$21.0M
1,188,201
+45%
增持
IBDT
ISHARES TR
+$16.9M
1,179,479
+124%
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
—
ISHARES TR
-$11.5M
80,218
-85%
增持
VTV
VANGUARD INDEX FDS
+$11.5M
611,072
+6%
建仓
SPEM
SPDR INDEX SHS FDS
+$10.3M
291,206
增持
IEI
ISHARES TR
+$9.9M
94,419
+833%
增持
IBDS
ISHARES TR
+$8.9M
1,071,965
+48%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$8.6M
21,502
-89%
减持
EFAV
ISHARES TR
-$5.6M
33,455
-72%
增持
MSFT
MICROSOFT CORP
+$5.4M
79,113
+3%
增持
AAPL
APPLE INC
+$4.0M
175,918
+1%
减持
AVGO
BROADCOM INC
+$3.6M
13,475
-2%
增持
SHY
ISHARES TR
+$3.6M
79,378
+120%
减持
XSOE
WISDOMTREE TR
-$3.0M
19,616
-85%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.0M
133,347
-38%
增持
IBDR
ISHARES TR
+$3.0M
796,478
+16%
增持
—
PINNACLE FINL PARTNERS INC
+$2.9M
82,104
+30%
减持
IEMG
ISHARES INC
-$2.9M
69,488
-48%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
82,855
+5%
增持
VB
VANGUARD INDEX FDS
+$2.4M
94,283
+1%
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
82,270
+1%
减持
—
ISHARES TR
-$2.1M
46,400
-64%
减持
VO
VANGUARD INDEX FDS
-$1.9M
88,103
-18%
增持
HCA
HCA HEALTHCARE INC
+$1.8M
60,742
+2%
增持
—
ISHARES TR
+$1.6M
694,329
+8%
增持
DUK
DUKE ENERGY CORP NEW
+$1.5M
155,836
+1%
增持
HD
HOME DEPOT INC
+$1.5M
12,370
+32%
减持
—
BROOKFIELD INFRAST PARTNERS
-$1.5M
98,450
-37%
减持
PFE
PFIZER INC
-$1.4M
107,171
-21%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.4M
30,000
-69%
增持
SOXX
ISHARES TR
+$1.3M
11,956
+2%
增持
MRK
MERCK & CO INC
+$1.2M
158,631
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.1M
215,371
-15%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.1M
8,428
-72%
减持
CRM
SALESFORCE INC
+$1.1M
17,876
-0%
清仓
TIP
ISHARES TR
-$1.0M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$965.7K
18,706
+2%
增持
SNEX
STONEX GROUP INC
+$918.9K
125,174
+46%
增持
CAT
CATERPILLAR INC
+$909.5K
5,050
+136%
建仓
IBMQ
ISHARES TR
+$902.0K
35,250
减持
KOS
KOSMOS ENERGY LTD
-$853.2K
215,930
-23%
增持
KO
COCA COLA CO
+$828.5K
96,136
+11%
增持
ACIW
ACI WORLDWIDE INC
+$820.4K
101,809
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$819.3K
203,608
-10%
增持
USB
US BANCORP DEL
+$814.8K
43,904
+34%
增持
—
EXXON MOBIL CORP
-$801.2K
48,096
+1%
增持
—
CHUBB LIMITED
+$783.6K
28,868
+5%
减持
PANW
PALO ALTO NETWORKS INC
+$783.6K
13,946
-2%
建仓
ALL
ALLSTATE CORP
+$778.3K
5,560
增持
SPTS
SPDR SER TR
+$775.7K
39,206
+210%
增持
GOOG
ALPHABET INC
+$716.1K
72,741
+1%
增持
CVX
CHEVRON CORP NEW
-$667.3K
104,222
+8%
增持
AMZN
AMAZON COM INC
+$623.7K
15,507
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$618.0K
19,524
+2%
增持
INTC
INTEL CORP
+$610.7K
35,130
+8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$606.1K
47,594
-1%
建仓
MS
MORGAN STANLEY
+$589.6K
6,323
增持
XLV
SELECT SECTOR SPDR TR
+$582.3K
48,213
+4%
减持
COST
COSTCO WHSL CORP NEW
+$573.9K
6,568
-1%
增持
MRNA
MODERNA INC
+$537.7K
15,066
+62%
减持
VYM
VANGUARD WHITEHALL FDS
+$533.5K
80,405
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$501.2K
204,068
-8%
减持
WDAY
WORKDAY INC
+$484.2K
7,966
-0%
增持
VOO
VANGUARD INDEX FDS
+$482.3K
4,419
+20%
减持
XLRE
SELECT SECTOR SPDR TR
-$455.7K
19,074
-47%
减持
XLF
SELECT SECTOR SPDR TR
-$443.3K
16,916
-48%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$441.2K
18,605
-23%
增持
APLD
APPLIED DIGITAL CORP
+$439.0K
240,170
+27%
减持
IQLT
ISHARES TR
-$422.0K
47,965
-27%
增持
NVO
NOVO-NORDISK A S
+$407.0K
27,940
+2%
清仓
HAS
HASBRO INC
-$407.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$402.5K
24,433
+6%
减持
SMOT
VANECK ETF TRUST
+$402.1K
144,003
-1%
减持
SGOV
ISHARES TR
-$396.1K
107,886
-3%
减持
WY
WEYERHAEUSER CO MTN BE
-$394.0K
92,872
-21%
增持
AXP
AMERICAN EXPRESS CO
+$391.1K
9,304
+3%
减持
WM
WASTE MGMT INC DEL
+$390.1K
16,009
-1%
增持
HROW
HARROW INC
+$377.6K
122,069
+77%
减持
DHR
DANAHER CORPORATION
-$370.1K
12,815
-5%
建仓
HSTM
HEALTHSTREAM INC
+$364.2K
13,475
减持
NKE
NIKE INC
+$361.6K
33,361
-2%
减持
QQQ
INVESCO QQQ TR
+$356.9K
7,171
-0%
增持
ORI
OLD REP INTL CORP
+$355.3K
120,477
+2%
建仓
—
DISCOVER FINL SVCS
+$352.3K
3,134
增持
NVDA
NVIDIA CORPORATION
+$348.4K
1,471
+68%
增持
SCHF
SCHWAB STRATEGIC TR
+$348.1K
87,150
+3%
增持
LLY
ELI LILLY & CO
+$345.3K
4,761
+5%
建仓
NFLX
NETFLIX INC
+$339.4K
697
清仓
—
AKERO THERAPEUTICS INC
-$334.8K
0
-100%
增持
GTLS
CHART INDS INC
+$327.1K
21,260
+40%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$320.5K
174,263
-4%
减持
BAC
BANK AMERICA CORP
+$316.9K
112,227
-11%
增持
IVV
ISHARES TR
+$315.9K
2,295
+26%
减持
IGSB
ISHARES TR
+$315.6K
235,813
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$314.3K
31,237
+1%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$314.2K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$294.8K
7,526
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$288.0K
22,455
-17%
清仓
TFLO
ISHARES TR
-$287.4K
0
-100%
减持
MGNI
MAGNITE INC
+$280.9K
167,297
-2%
减持
BDX
BECTON DICKINSON & CO
-$278.5K
5,841
-11%
增持
ABT
ABBOTT LABS
+$276.3K
17,585
+3%
建仓
VLTO
VERALTO CORP
+$271.3K
3,298
清仓
—
SIRIUS XM HOLDINGS INC
-$270.7K
0
-100%
减持
META
META PLATFORMS INC
+$267.8K
5,173
-1%
建仓
FITB
FIFTH THIRD BANCORP
+$259.5K
7,524
清仓
—
ISHARES TR
-$255.3K
0
-100%
增持
GIS
GENERAL MLS INC
+$252.4K
69,445
+4%
减持
ASPN
ASPEN AEROGELS INC
+$251.4K
41,600
-12%
建仓
GS
GOLDMAN SACHS GROUP INC
+$248.4K
644
建仓
BAR
GRANITESHARES GOLD TR
+$247.0K
12,116
增持
—
ACCENTURE PLC IRELAND
+$246.1K
4,686
+3%
清仓
EEMV
ISHARES INC
-$245.8K
0
-100%
建仓
TGT
TARGET CORP
+$245.4K
1,723
增持
—
LYONDELLBASELL INDUSTRIES N
+$243.9K
61,721
+4%
增持
TSLA
TESLA INC
+$242.6K
3,812
+35%
建仓
AMAT
APPLIED MATLS INC
+$235.8K
1,455
增持
V
VISA INC
+$234.7K
5,559
+5%
建仓
VOTE
TCW TRANSFORM ETF TRUST
+$232.5K
4,181
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$228.6K
8,098
减持
CTAS
CINTAS CORP
+$228.2K
1,975
-1%
建仓
—
JOHNSON CTLS INTL PLC
+$225.6K
3,914
建仓
TXN
TEXAS INSTRS INC
+$213.4K
1,252
建仓
VOE
VANGUARD INDEX FDS
+$210.1K
1,449
建仓
XEL
XCEL ENERGY INC
+$209.3K
3,380
减持
NUE
NUCOR CORP
+$208.8K
16,018
-3%
减持
NVS
NOVARTIS AG
-$196.4K
38,732
-4%
增持
UPS
UNITED PARCEL SERVICE INC
+$193.6K
68,531
+1%
减持
CSX
CSX CORP
+$192.0K
54,588
-1%
减持
SHV
ISHARES TR
-$187.7K
2,763
-38%
减持
SPY
SPDR S&P 500 ETF TR
+$183.9K
4,435
-1%
增持
PG
PROCTER AND GAMBLE CO
+$179.9K
83,612
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$168.8K
23,747
-16%
减持
—
BLACKROCK INC
+$164.0K
1,106
-3%
增持
MA
MASTERCARD INCORPORATED
+$161.3K
3,757
+3%
增持
HON
HONEYWELL INTL INC
+$147.7K
5,721
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$147.1K
3,792
-35%
减持
SO
SOUTHERN CO
+$146.0K
36,742
-2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$145.1K
813
+39%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$144.7K
2,422
+35%
增持
IWF
ISHARES TR
+$144.6K
3,625
+1%
增持
T
AT&T INC
+$140.4K
28,985
+26%
增持
AFL
AFLAC INC
+$138.8K
21,825
+1%
增持
EMR
EMERSON ELEC CO
+$129.2K
61,502
+1%
增持
IWM
ISHARES TR
+$125.8K
3,561
+7%
减持
PEP
PEPSICO INC
-$125.4K
40,805
-2%
增持
SYK
STRYKER CORPORATION
+$124.9K
3,684
+3%
减持
QCOM
QUALCOMM INC
+$120.6K
6,987
-13%
减持
GPN
GLOBAL PMTS INC
+$120.4K
10,737
-0%
