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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 67
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
IBDU
ISHARES TR
+$32.5M
1,382,320
清仓
IXJ
ISHARES TR
-$26.1M
0
-100%
建仓
SPTI
SPDR SER TR
+$21.4M
736,861
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
IEI
ISHARES TR
-$16.1M
5,342
-96%
增持
SPTS
SPDR SER TR
+$14.0M
524,639
+932%
增持
VTV
VANGUARD INDEX FDS
+$12.6M
674,330
+3%
减持
SHY
ISHARES TR
-$11.5M
6,002
-96%
增持
VUG
VANGUARD INDEX FDS
+$7.1M
404,612
+2%
建仓
DELL
DELL TECHNOLOGIES INC
+$5.8M
48,756
减持
HCA
HCA HEALTHCARE INC
+$4.7M
56,556
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.2M
1,266,384
-0%
减持
AAPL
APPLE INC
+$3.8M
179,658
-0%
增持
IBDT
ISHARES TR
+$3.5M
1,465,502
+7%
增持
IBDS
ISHARES TR
+$2.9M
1,287,113
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$2.8M
22,506
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$2.7M
168,008
+1%
增持
VB
VANGUARD INDEX FDS
+$2.3M
100,893
+2%
增持
PFE
PFIZER INC
+$2.0M
227,489
+40%
增持
AVGO
BROADCOM INC
+$2.0M
136,367
+917%
增持
VO
VANGUARD INDEX FDS
+$2.0M
89,055
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
31,555
+0%
增持
IBDR
ISHARES TR
+$1.6M
983,270
+5%
清仓
APLD
APPLIED DIGITAL CORP
-$1.6M
0
-100%
减持
SGOV
ISHARES TR
-$1.6M
131,361
-11%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
87,896
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
85,671
+1%
增持
—
CHUBB LIMITED
+$1.4M
32,862
+3%
增持
MRK
MERCK & CO INC
-$1.3M
165,293
+2%
增持
HD
HOME DEPOT INC
+$1.3M
16,352
+5%
增持
SOXX
ISHARES TR
+$1.2M
44,388
+21%
增持
MSFT
MICROSOFT CORP
-$1.2M
80,525
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$1.1M
333,313
-0%
增持
GOOG
ALPHABET INC
-$1.1M
72,552
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
20,892
-4%
增持
SNEX
STONEX GROUP INC
+$1.0M
132,409
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.0M
220,170
+0%
增持
WMT
WALMART INC
+$981.1K
71,605
+1%
增持
—
PINNACLE FINL PARTNERS INC
+$962.0K
53,271
+0%
增持
KO
COCA COLA CO
+$925.4K
106,672
+1%
清仓
INTC
INTEL CORP
-$915.6K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$904.0K
204,164
+2%
清仓
—
ISHARES TR
-$844.3K
0
-100%
增持
KOS
KOSMOS ENERGY LTD
+$830.7K
490,427
+137%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$812.5K
61,701
+53%
减持
ACIW
ACI WORLDWIDE INC
+$807.4K
85,071
-4%
增持
PG
PROCTER AND GAMBLE CO
+$779.8K
85,615
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$725.6K
84,531
-0%
减持
EMR
EMERSON ELEC CO
-$702.2K
57,519
-9%
增持
SMOT
VANECK ETF TRUST
+$699.0K
159,410
+4%
增持
ORI
OLD REP INTL CORP
+$680.6K
126,428
+3%
减持
HROW
HARROW INC
-$660.7K
80,955
-61%
增持
CVX
CHEVRON CORP NEW
-$656.7K
113,211
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$655.1K
73,449
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$633.7K
148,929
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$631.2K
45,214
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$628.4K
51,053
+3%
减持
PAYX
PAYCHEX INC
+$593.2K
43,757
-2%
减持
ABBV
ABBVIE INC
+$536.7K
24,968
-3%
增持
IBMQ
ISHARES TR
+$523.2K
73,616
+35%
建仓
IBMR
ISHARES TR
+$519.5K
20,381
减持
MCD
MCDONALDS CORP
+$503.6K
14,003
-5%
减持
AFL
AFLAC INC
+$482.5K
21,598
-0%
增持
SO
SOUTHERN CO
+$464.8K
35,823
+0%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$449.2K
24,817
减持
—
ISHARES TR
-$411.8K
18,500
-46%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$408.4K
24,251
+68%
增持
CRM
SALESFORCE INC
+$380.7K
18,540
+2%
建仓
KNGZ
FIRST TR EXCHANGE-TRADED FD
+$371.9K
10,816
建仓
SDY
SPDR SER TR
+$368.1K
2,592
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$357.7K
9,833
增持
XLU
SELECT SECTOR SPDR TR
+$353.2K
23,835
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$350.0K
161,575
+2%
增持
META
META PLATFORMS INC
+$349.5K
5,096
+0%
减持
DHR
DANAHER CORPORATION
+$346.7K
12,838
-0%
增持
—
LYONDELLBASELL INDUSTRIES N
+$342.2K
67,367
+5%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$337.2K
0
-100%
增持
EFAV
ISHARES TR
+$336.2K
32,606
+4%
减持
AXP
AMERICAN EXPRESS CO
+$323.1K
8,936
-1%
减持
ORCL
ORACLE CORP
+$318.4K
10,939
-0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$309.3K
24,821
+66%
增持
IBMP
ISHARES TR
+$303.0K
66,907
+20%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$300.4K
5,695
+121%
增持
GOOGL
ALPHABET INC
+$290.5K
38,088
+15%
减持
GIS
GENERAL MLS INC
+$285.1K
39,822
-5%
建仓
WELL
WELLTOWER INC
+$273.0K
2,132
减持
RTX
RTX CORPORATION
+$266.6K
13,897
-2%
清仓
NTRL
FIRST TR EXCHANGE-TRADED FD
-$258.7K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$258.5K
0
-100%
减持
IGSB
ISHARES TR
+$252.7K
206,006
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$247.8K
86,808
+0%
清仓
DVN
DEVON ENERGY CORP NEW
-$244.9K
0
-100%
减持
NVS
NOVARTIS AG
+$244.8K
37,658
-2%
增持
CTAS
CINTAS CORP
+$243.1K
7,888
+300%
建仓
ISPY
PROSHARES TR
+$237.5K
5,300
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$233.7K
22,535
+35%
增持
SPY
SPDR S&P 500 ETF TR
+$228.6K
6,043
+2%
减持
—
ACCENTURE PLC IRELAND
+$228.4K
4,791
-1%
建仓
CLX
CLOROX CO DEL
+$222.2K
1,364
减持
WY
WEYERHAEUSER CO MTN BE
+$222.1K
74,205
-8%
减持
COST
COSTCO WHSL CORP NEW
+$219.9K
6,601
-0%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$215.7K
9,245
减持
QCOM
QUALCOMM INC
-$213.4K
6,689
-1%
减持
—
BROOKFIELD INFRAST PARTNERS
+$212.0K
63,999
-14%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$209.7K
20,054
+25%
建仓
SCHD
SCHWAB STRATEGIC TR
+$208.8K
2,470
建仓
SPYD
SPDR SER TR
+$208.1K
4,558
清仓
TSLA
TESLA INC
-$207.2K
0
-100%
建仓
—
LINDE PLC
+$207.0K
434
增持
WDAY
WORKDAY INC
+$201.6K
8,306
+2%
减持
IEMG
ISHARES INC
+$199.6K
62,078
-1%
减持
NKE
NIKE INC
+$189.3K
27,827
-8%
建仓
CHCT
COMMUNITY HEALTHCARE TR INC
+$181.5K
10,000
减持
—
BLACKROCK INC
+$173.2K
1,092
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$171.7K
101,782
-5%
建仓
FHN
FIRST HORIZON CORPORATION
+$164.8K
10,612
减持
PEP
PEPSICO INC
+$163.1K
40,138
-1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$161.0K
6,362
+61%
增持
DAL
DELTA AIR LINES INC DEL
+$160.1K
41,598
+1%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$158.2K
3,072
+65%
增持
CAT
CATERPILLAR INC
+$156.9K
2,538
+1%
减持
WM
WASTE MGMT INC DEL
-$156.9K
15,439
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$154.5K
75,670
-1%
减持
NUE
NUCOR CORP
-$151.6K
15,600
-1%
增持
IBMO
ISHARES TR
+$148.7K
58,988
+9%
减持
CSCO
CISCO SYS INC
+$146.4K
37,363
-4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$145.9K
10,795
-3%
减持
ABT
ABBOTT LABS
+$140.5K
17,289
-2%
减持
PGR
PROGRESSIVE CORP
+$139.9K
3,354
-2%
减持
MA
MASTERCARD INCORPORATED
+$137.6K
4,348
-5%
减持
BDX
BECTON DICKINSON & CO
-$132.5K
4,467
-14%
减持
LLY
ELI LILLY & CO
-$131.0K
4,831
-1%
增持
VOO
VANGUARD INDEX FDS
+$129.5K
4,336
+0%
减持
SHEL
SHELL PLC
-$128.4K
7,638
-13%
增持
PANW
PALO ALTO NETWORKS INC
+$127.2K
14,858
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$125.7K
8,500
-4%
增持
MRNA
MODERNA INC
-$124.2K
21,188
+63%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$122.3K
27,828
-4%
增持
MO
ALTRIA GROUP INC
+$121.2K
6,512
+40%
减持
FDX
FEDEX CORP
-$119.2K
2,460
-7%
增持
PM
PHILIP MORRIS INTL INC
+$118.1K
5,452
+2%
减持
MDLZ
MONDELEZ INTL INC
+$112.9K
14,269
-0%
减持
IVV
ISHARES TR
+$112.3K
3,832
-0%
增持
IWD
ISHARES TR
+$108.0K
4,277
+6%
增持
—
EXXON MOBIL CORP
+$107.4K
49,408
+0%
减持
SPYM
SPDR SER TR
+$106.0K
42,334
-2%
减持
TGT
TARGET CORP
+$102.9K
14,902
-1%
减持
MMM
3M CO
+$101.4K
3,079
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
+$101.3K
6,002
-1%
增持
EFA
ISHARES TR
+$95.0K
13,005
+3%
增持
IWF
ISHARES TR
+$92.0K
3,329
+5%
