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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 57
减持 48
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
IXJ
ISHARES TR
+$26.1M
1,151,171
+115117000%
清仓
IBDU
ISHARES TR
-$21.6M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$16.8M
396,404
+4%
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
AAPL
APPLE INC
+$7.2M
180,531
+0%
减持
AVGO
BROADCOM INC
+$3.3M
13,414
-2%
减持
—
PINNACLE FINL PARTNERS INC
-$2.7M
53,185
-35%
增持
VTV
VANGUARD INDEX FDS
+$2.6M
655,610
+4%
增持
SHY
ISHARES TR
+$2.5M
146,517
+27%
减持
KMB
KIMBERLY-CLARK CORP
-$2.5M
2,492
-88%
增持
IEI
ISHARES TR
+$2.3M
144,795
+17%
增持
GOOGL
ALPHABET INC
+$2.1M
33,085
+27%
减持
GOOG
ALPHABET INC
+$2.1M
72,216
-1%
增持
IBDT
ISHARES TR
+$2.0M
1,368,881
+7%
减持
HCA
HCA HEALTHCARE INC
-$2.0M
56,973
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
1,268,764
+4%
减持
MSFT
MICROSOFT CORP
+$1.6M
80,179
-2%
减持
HROW
HARROW INC
+$1.5M
205,863
-3%
增持
SGOV
ISHARES TR
+$1.4M
147,446
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
22,178
+12%
增持
SPEM
SPDR INDEX SHS FDS
+$1.3M
334,862
+7%
增持
PFE
PFIZER INC
+$1.2M
162,065
+35%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
87,188
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
166,223
+3%
减持
CAT
CATERPILLAR INC
-$1.1M
2,509
-52%
增持
MRK
MERCK & CO INC
-$1.0M
162,362
+1%
减持
MGNI
MAGNITE INC
-$1.0M
21,436
-82%
减持
WY
WEYERHAEUSER CO MTN BE
-$951.0K
80,680
-11%
增持
SOXX
ISHARES TR
+$923.5K
36,584
+2%
增持
IBDS
ISHARES TR
+$919.0K
1,197,735
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$897.6K
14,605
+2%
减持
USB
US BANCORP DEL
-$896.8K
16,748
-52%
建仓
CPRT
COPART INC
+$895.8K
16,540
增持
IBDR
ISHARES TR
+$865.3K
933,930
+4%
增持
COST
COSTCO WHSL CORP NEW
+$843.6K
6,626
+1%
减持
—
ISHARES TR
-$827.4K
33,598
-50%
清仓
MS
MORGAN STANLEY
-$791.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$777.1K
17,247
+1051%
减持
PEP
PEPSICO INC
-$760.4K
40,395
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$755.9K
21,814
+4%
减持
NKE
NIKE INC
-$735.2K
30,126
-6%
增持
SNEX
STONEX GROUP INC
+$729.2K
130,474
+1%
增持
CRM
SALESFORCE INC
-$696.0K
18,257
+2%
减持
MCD
MCDONALDS CORP
-$669.9K
14,756
-6%
减持
—
BROOKFIELD INFRAST PARTNERS
-$665.4K
73,999
-14%
增持
IVV
ISHARES TR
+$661.8K
3,834
+40%
清仓
ALL
ALLSTATE CORP
-$658.3K
0
-100%
增持
LLY
ELI LILLY & CO
+$649.6K
4,872
+1%
减持
IGSB
ISHARES TR
-$642.2K
206,784
-6%
减持
NUE
NUCOR CORP
-$636.9K
15,795
-0%
增持
WMT
WALMART INC
+$626.9K
70,906
+2%
减持
INTC
INTEL CORP
-$619.7K
29,565
-15%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$576.2K
158,409
-6%
增持
NVO
NOVO-NORDISK A S
+$568.8K
29,388
+4%
增持
APLD
APPLIED DIGITAL CORP
+$549.5K
272,420
+9%
减持
DEO
DIAGEO PLC
-$537.8K
13,128
-11%
增持
JPM
JPMORGAN CHASE & CO.
+$528.8K
84,538
+2%
增持
JNJ
JOHNSON & JOHNSON
-$513.3K
85,046
+4%
增持
VO
VANGUARD INDEX FDS
-$496.1K
88,914
+1%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$475.3K
14,402
减持
GIS
GENERAL MLS INC
-$468.0K
41,981
-6%
增持
PFF
ISHARES TR
+$461.9K
16,477
+816%
增持
KO
COCA COLA CO
+$452.4K
105,892
+3%
清仓
VBND
ETF SER SOLUTIONS
-$441.6K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$439.2K
85,185
+2%
增持
AMZN
AMAZON COM INC
+$423.8K
16,728
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$411.8K
31,428
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$410.9K
40,390
+41%
增持
WDAY
WORKDAY INC
-$390.3K
8,179
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$384.2K
15,998
+90%
建仓
IWY
ISHARES TR
+$383.1K
1,786
减持
VYM
VANGUARD WHITEHALL FDS
-$364.0K
73,871
-2%
清仓
HSTM
HEALTHSTREAM INC
-$359.2K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$352.2K
200,412
+6%
减持
PAYX
PAYCHEX INC
-$341.9K
44,522
-3%
增持
VB
VANGUARD INDEX FDS
-$340.3K
99,119
+3%
清仓
FISV
FISERV INC
-$336.3K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$328.9K
4,829
-7%
建仓
HYBL
SSGA ACTIVE TR
+$315.5K
11,163
减持
—
ISHARES TR
-$311.0K
30,878
-29%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$309.6K
6,146
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$309.5K
171,463
-5%
增持
GPN
GLOBAL PMTS INC
-$305.0K
11,687
+9%
清仓
IEF
ISHARES TR
-$299.3K
0
-100%
减持
ABBV
ABBVIE INC
-$296.5K
25,618
-1%
清仓
CVS
CVS HEALTH CORP
-$292.2K
0
-100%
增持
IBMQ
ISHARES TR
+$288.9K
54,500
+28%
清仓
SHV
ISHARES TR
-$282.2K
0
-100%
减持
—
ISHARES TR
-$282.2K
34,350
-24%
清仓
ELV
ELEVANCE HEALTH INC
-$277.9K
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$276.7K
9,505
-41%
减持
PGR
PROGRESSIVE CORP
-$274.1K
3,424
-28%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$266.0K
15,689
-7%
建仓
NTRL
FIRST TR EXCHANGE-TRADED FD
+$258.7K
14,903
增持
GTLS
CHART INDS INC
-$257.8K
23,651
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$252.7K
219,436
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$252.4K
45,598
-3%
增持
ATEX
ANTERIX INC
+$252.1K
33,745
+5%
增持
ORCL
ORACLE CORP
+$249.4K
10,946
+6%
减持
NVS
NOVARTIS AG
+$249.2K
38,386
-3%
减持
SYK
STRYKER CORPORATION
-$248.4K
3,494
-13%
建仓
APD
AIR PRODS & CHEMS INC
+$245.4K
951
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$245.3K
0
-100%
增持
BAC
BANK AMERICA CORP
+$242.4K
110,383
+1%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$239.8K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$236.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$231.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$227.7K
7,121
-1%
清仓
MEAR
ISHARES U S ETF TR
-$222.8K
0
-100%
增持
HD
HOME DEPOT INC
-$221.7K
15,555
+7%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$220.8K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$218.1K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$216.8K
0
-100%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$216.7K
2,579
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$215.7K
3,940
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$212.2K
0
-100%
清仓
ITOT
ISHARES TR
-$211.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$206.8K
5,950
+164%
建仓
NHI
NATIONAL HEALTH INVS INC
+$206.7K
3,052
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$201.6K
1,858
清仓
HAL
HALLIBURTON CO
-$201.2K
0
-100%
清仓
HDV
ISHARES TR
-$201.1K
0
-100%
减持
QCOM
QUALCOMM INC
+$201.1K
6,782
-0%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$200.1K
0
-100%
清仓
IJJ
ISHARES TR
-$187.5K
0
-100%
清仓
SPYD
SPDR SER TR
-$185.6K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$181.5K
4,183
-15%
减持
HSY
HERSHEY CO
-$180.8K
4,876
-12%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F
-$180.5K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$177.5K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
-$176.8K
63,959
+4%
减持
SO
SOUTHERN CO
+$176.8K
35,655
-1%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$174.0K
0
-100%
减持
ABT
ABBOTT LABS
-$172.7K
17,617
-0%
减持
CMCSA
COMCAST CORP NEW
-$168.6K
6,600
-33%
增持
—
CHUBB LIMITED
+$165.5K
31,751
+4%
减持
HON
HONEYWELL INTL INC
-$162.3K
5,306
-16%
减持
KOS
KOSMOS ENERGY LTD
-$158.5K
206,803
-5%
清仓
TFLO
ISHARES TR
-$156.4K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$156.4K
0
-100%
减持
ACIW
ACI WORLDWIDE INC
+$154.8K
88,980
-12%
增持
DVY
ISHARES TR
+$154.6K
4,014
+49%
清仓
IHAK
ISHARES TR
-$154.6K
0
-100%
清仓
SDY
SPDR SER TR
-$154.5K
0
-100%
清仓
IAT
ISHARES TR
-$151.8K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$149.5K
4,260
-9%
清仓
IUSV
ISHARES TR
-$147.2K
0
-100%
增持
IBMP
ISHARES TR
+$146.7K
55,967
+12%
减持
DHR
DANAHER CORPORATION
-$138.9K
12,898
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$136.0K
15,143
-15%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$135.9K
14,912
+42%
