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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 35
增持 69
减持 40
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
IBDU
ISHARES TR
+$21.6M
947,900
减持
—
ISHARES TR
-$16.1M
43,475
-94%
增持
VUG
VANGUARD INDEX FDS
+$15.4M
381,789
+2%
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
VTV
VANGUARD INDEX FDS
+$11.2M
629,872
+3%
增持
MSFT
MICROSOFT CORP
+$4.5M
81,433
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.1M
1,216,507
+2%
增持
MRK
MERCK & CO INC
+$3.8M
160,226
+1%
增持
HCA
HCA HEALTHCARE INC
+$3.8M
60,761
+0%
增持
IEI
ISHARES TR
+$3.3M
124,112
+31%
增持
AVGO
BROADCOM INC
+$3.2M
13,756
+2%
增持
AAPL
APPLE INC
-$3.0M
179,821
+2%
增持
SHY
ISHARES TR
+$2.9M
115,315
+45%
建仓
SPYM
SPDR SER TR
+$2.6M
43,000
增持
SGOV
ISHARES TR
+$2.6M
133,127
+23%
增持
JPM
JPMORGAN CHASE & CO
+$2.6M
82,725
+1%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
85,486
+3%
增持
IBDR
ISHARES TR
+$2.3M
896,473
+13%
增持
IBDT
ISHARES TR
+$2.3M
1,280,669
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
31,382
+0%
增持
TGT
TARGET CORP
+$2.0M
12,705
+637%
增持
IBDS
ISHARES TR
+$1.9M
1,155,599
+8%
增持
VB
VANGUARD INDEX FDS
+$1.8M
96,033
+2%
增持
CVX
CHEVRON CORP NEW
+$1.7M
109,395
+5%
增持
VO
VANGUARD INDEX FDS
+$1.5M
88,138
+0%
增持
HROW
HARROW INC
+$1.4M
211,579
+73%
增持
—
CHUBB LIMITED
+$1.4M
30,616
+6%
减持
GIS
GENERAL MLS INC
-$1.4M
44,643
-36%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
83,880
+0%
增持
HD
HOME DEPOT INC
+$1.3M
14,537
+18%
增持
SOXX
ISHARES TR
+$1.2M
35,850
+200%
增持
SPEM
SPDR INDEX SHS FDS
+$1.0M
313,642
+8%
增持
EMR
EMERSON ELEC CO
+$1.0M
61,860
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
5,951
+34%
增持
LLY
ELI LILLY & CO
+$986.2K
4,835
+2%
增持
GOOG
ALPHABET INC
+$910.5K
73,308
+1%
减持
MCD
MCDONALDS CORP
-$887.9K
15,713
-12%
减持
IGSB
ISHARES TR
-$853.5K
219,147
-7%
增持
—
EXXON MOBIL CORP
+$821.2K
48,433
+1%
增持
GTLS
CHART INDS INC
+$773.2K
22,290
+5%
增持
NVO
NOVO-NORDISK A S
+$735.6K
28,240
+1%
增持
CRM
SALESFORCE INC
+$686.0K
17,896
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$681.0K
10,000
-77%
减持
ABBV
ABBVIE INC
+$662.4K
25,758
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$654.2K
115,546
-13%
增持
XLV
SELECT SECTOR SPDR TR
+$650.3K
48,911
+1%
减持
TSLA
TESLA INC
-$646.3K
1,712
-55%
增持
NVDA
NVIDIA CORPORATION
+$625.1K
1,498
+2%
减持
META
META PLATFORMS INC
+$622.7K
5,053
-2%
增持
KO
COCA COLA CO
+$622.4K
102,773
+7%
减持
NKE
NIKE INC
-$616.2K
31,983
-4%
增持
APLD
APPLIED DIGITAL CORP
-$547.4K
250,319
+4%
增持
MA
MASTERCARD INCORPORATED
+$540.6K
4,450
+18%
增持
DAL
DELTA AIR LINES INC DEL
+$538.5K
41,090
+16%
减持
WM
WASTE MGMT INC DEL
+$525.9K
15,919
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$524.1K
215,091
-0%
增持
GOOGL
ALPHABET INC
+$520.6K
26,063
+7%
增持
WMT
WALMART INC
+$507.1K
69,372
+198%
增持
LMT
LOCKHEED MARTIN CORP
+$495.4K
19,728
+5%
增持
PEP
PEPSICO INC
+$492.4K
42,414
+4%
增持
JNJ
JOHNSON & JOHNSON
+$481.9K
81,823
+3%
建仓
IWS
ISHARES TR
+$476.9K
3,805
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$466.3K
46,965
-1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$462.8K
28,616
+89%
增持
DUK
DUKE ENERGY CORP NEW
+$457.6K
161,099
+3%
减持
COST
COSTCO WHSL CORP NEW
+$453.1K
6,536
-0%
增持
AMZN
AMAZON COM INC
+$452.7K
15,572
+0%
增持
PGR
PROGRESSIVE CORP
+$447.9K
4,764
+41%
建仓
VBND
ETF SER SOLUTIONS
+$441.6K
10,084
增持
SMOT
VANECK ETF TRUST
+$431.9K
145,646
+1%
减持
—
LYONDELLBASELL INDUSTRIES N
+$426.7K
61,548
-0%
增持
CAT
CATERPILLAR INC
+$419.3K
5,219
+3%
建仓
SPMD
SPDR SER TR
+$410.7K
7,700
建仓
EOG
EOG RES INC
+$409.5K
3,203
减持
—
BROOKFIELD INFRAST PARTNERS
-$404.2K
86,381
-12%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$402.5K
168,113
-4%
增持
DHR
DANAHER CORPORATION
+$396.9K
13,461
+5%
建仓
CI
THE CIGNA GROUP
+$396.6K
1,092
增持
UPS
UNITED PARCEL SERVICE INC
-$378.5K
69,950
+2%
清仓
DORM
DORMAN PRODS INC
-$370.4K
0
-100%
减持
BAC
BANK AMERICA CORP
+$368.8K
109,375
-3%
建仓
SPSM
SPDR SER TR
+$348.6K
8,100
减持
NUE
NUCOR CORP
+$346.0K
15,835
-1%
增持
IVV
ISHARES TR
+$340.1K
2,732
+19%
减持
USB
US BANCORP DEL
-$338.4K
34,938
-20%
建仓
FISV
FISERV INC
+$336.3K
2,104
增持
SYK
STRYKER CORPORATION
+$334.0K
4,016
+9%
减持
—
ISHARES TR
-$326.5K
66,734
-17%
清仓
BA
BOEING CO
-$324.1K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$321.5K
9,067
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$312.9K
1,344
+109%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$303.1K
10,525
建仓
IEF
ISHARES TR
+$299.3K
3,162
减持
XSOE
WISDOMTREE TR
-$296.8K
9,155
-53%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$292.9K
50,849
-0%
减持
DIS
DISNEY WALT CO
+$291.9K
10,542
-5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$286.1K
1,585
建仓
ELV
ELEVANCE HEALTH INC
+$277.9K
536
减持
—
ISHARES TR
-$273.5K
94,650
-10%
减持
MGNI
MAGNITE INC
-$266.6K
120,558
-28%
增持
SMH
VANECK ETF TRUST
+$260.3K
5,144
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$259.6K
17,500
-42%
减持
ACIW
ACI WORLDWIDE INC
+$252.5K
101,412
-0%
增持
PFE
PFIZER INC
+$246.0K
120,054
+12%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$245.3K
1,785
清仓
SBUX
STARBUCKS CORP
-$243.3K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$239.5K
19,375
-14%
增持
SPTS
SPDR SER TR
+$237.1K
47,581
+21%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$236.0K
944
减持
INTC
INTEL CORP
-$229.9K
34,760
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$228.2K
14,280
+76%
清仓
APD
AIR PRODS & CHEMS INC
-$226.2K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$225.6K
0
-100%
增持
EFA
ISHARES TR
+$224.2K
12,672
+21%
建仓
MEAR
ISHARES U S ETF TR
+$222.8K
4,445
建仓
MSI
MOTOROLA SOLUTIONS INC
+$220.8K
622
增持
ORI
OLD REP INTL CORP
+$220.1K
122,464
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$219.4K
188,579
-8%
建仓
CRL
CHARLES RIV LABS INTL INC
+$218.1K
805
建仓
CSL
CARLISLE COS INC
+$213.9K
546
建仓
MO
ALTRIA GROUP INC
+$212.3K
4,866
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$212.2K
3,624
建仓
ITOT
ISHARES TR
+$211.2K
1,832
清仓
XEL
XCEL ENERGY INC
-$209.3K
0
-100%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$202.4K
15,752
+85%
增持
MS
MORGAN STANLEY
+$201.4K
8,401
+33%
建仓
HAL
HALLIBURTON CO
+$201.2K
5,105
建仓
HDV
ISHARES TR
+$201.1K
1,825
建仓
RF
REGIONS FINANCIAL CORP NEW
+$200.1K
9,509
增持
KMB
KIMBERLY-CLARK CORP
+$198.4K
21,666
+1%
建仓
IJJ
ISHARES TR
+$187.5K
1,585
建仓
SPYD
SPDR SER TR
+$185.6K
4,558
减持
VOO
VANGUARD INDEX FDS
+$182.5K
4,395
-1%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$180.5K
2,883
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$179.8K
17,845
-17%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$177.5K
1,048
减持
SCHF
SCHWAB STRATEGIC TR
+$177.2K
87,091
-0%
减持
—
PINNACLE FINL PARTNERS INC
-$175.8K
81,338
-1%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$174.0K
10,048
增持
IBMQ
ISHARES TR
+$172.7K
42,529
+21%
减持
RTX
RTX CORPORATION
+$171.5K
13,164
-0%
减持
CTAS
CINTAS CORP
+$164.6K
1,972
-0%
增持
IWM
ISHARES TR
+$164.3K
4,180
+17%
建仓
TFLO
ISHARES TR
+$156.4K
3,086
建仓
SCHD
SCHWAB STRATEGIC TR
+$156.4K
1,940
建仓
IHAK
ISHARES TR
+$154.6K
3,300
建仓
SDY
SPDR SER TR
+$154.5K
1,177
减持
PAYX
PAYCHEX INC
+$152.4K
45,769
-0%
建仓
IAT
ISHARES TR
+$151.8K
3,500
增持
—
ACCENTURE PLC IRELAND
+$149.7K
5,176
+10%
减持
VYM
VANGUARD WHITEHALL FDS
+$149.4K
75,420
-6%
