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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 56
减持 67
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$12.1M
408,040
+1%
增持
IEI
ISHARES TR
+$12.0M
109,325
+1947%
减持
SPTI
SPDR SER TR
-$7.9M
485,037
-34%
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
AVGO
BROADCOM INC
+$7.1M
131,885
-3%
增持
NVO
NOVO-NORDISK A S
+$6.0M
110,551
+276%
增持
HCA
HCA HEALTHCARE INC
-$5.4M
58,724
+4%
增持
SPTS
SPDR SER TR
+$5.2M
709,505
+35%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$4.9M
1,295,718
+2%
增持
LLY
ELI LILLY & CO
+$4.0M
10,687
+121%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.1M
18,101
-13%
减持
MRK
MERCK & CO INC
-$2.8M
160,955
-3%
减持
AAPL
APPLE INC
+$2.7M
177,754
-1%
增持
IBDU
ISHARES TR
+$2.5M
1,536,141
+11%
减持
IGSB
ISHARES TR
-$2.5M
161,549
-22%
清仓
TGT
TARGET CORP
-$2.3M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$2.3M
22,364
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$2.2M
83,692
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.1M
205,391
-7%
建仓
SPSB
SPDR SER TR
+$2.0M
67,333
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.9M
131,154
-19%
增持
—
EXXON MOBIL CORP
+$1.8M
70,863
+43%
增持
—
PINNACLE FINL PARTNERS INC
+$1.7M
60,922
+14%
减持
SNEX
STONEX GROUP INC
+$1.7M
128,141
-3%
减持
SGOV
ISHARES TR
-$1.7M
115,418
-12%
减持
GTLS
CHART INDS INC
+$1.6M
26,292
-5%
减持
GOOG
ALPHABET INC
+$1.5M
71,584
-1%
清仓
MRNA
MODERNA INC
-$1.4M
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$1.4M
167,140
-1%
建仓
MYCG
SSGA ACTIVE TR
+$1.4M
54,855
增持
DELL
DELL TECHNOLOGIES INC
+$1.2M
60,465
+24%
建仓
TSLA
TESLA INC
+$1.2M
2,877
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
32,225
-8%
建仓
MYCF
SSGA ACTIVE TR
+$1.1M
45,792
增持
IBDS
ISHARES TR
+$1.1M
1,356,596
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
201,106
-1%
增持
IBMR
ISHARES TR
+$1.1M
65,404
+221%
建仓
BLK
BLACKROCK INC
+$1.1M
1,047
减持
CRM
SALESFORCE INC
+$1.1M
18,362
-1%
减持
KOS
KOSMOS ENERGY LTD
-$1.0M
273,383
-44%
清仓
—
BLACKROCK INC
-$1.0M
0
-100%
增持
IBDR
ISHARES TR
+$1.0M
1,035,657
+5%
增持
KO
COCA COLA CO
-$998.0K
107,090
+0%
增持
VTV
VANGUARD INDEX FDS
-$990.7K
689,469
+2%
减持
PEP
PEPSICO INC
-$973.6K
38,484
-4%
增持
GOOGL
ALPHABET INC
+$942.8K
38,350
+1%
增持
JNJ
JOHNSON & JOHNSON
-$909.7K
89,712
+5%
增持
IBDT
ISHARES TR
+$909.6K
1,539,109
+5%
增持
HROW
HARROW INC
-$908.8K
81,400
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$899.3K
74,683
-1%
增持
CAT
CATERPILLAR INC
+$896.6K
5,208
+105%
增持
AMZN
AMAZON COM INC
+$875.9K
18,647
+8%
增持
EMR
EMERSON ELEC CO
+$864.6K
57,737
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$859.1K
50,913
-0%
减持
NVS
NOVARTIS AG
-$784.1K
36,454
-3%
减持
WY
WEYERHAEUSER CO MTN BE
-$782.6K
61,454
-17%
增持
SPEM
SPDR INDEX SHS FDS
-$775.8K
338,374
+2%
减持
ABBV
ABBVIE INC
-$761.3K
23,463
-6%
增持
USB
US BANCORP DEL
+$737.7K
30,832
+91%
增持
MSFT
MICROSOFT CORP
-$701.0K
80,544
+0%
减持
DHR
DANAHER CORPORATION
-$642.2K
12,751
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$641.2K
96,027
-6%
建仓
MS
MORGAN STANLEY
+$638.9K
5,082
减持
WMT
WALMART INC
+$620.8K
70,868
-1%
减持
ACIW
ACI WORLDWIDE INC
-$602.2K
71,815
-16%
增持
VTI
VANGUARD INDEX FDS
+$599.4K
87,947
+0%
建仓
MYCH
SSGA ACTIVE TR
+$593.4K
24,207
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$556.1K
76,387
+24%
减持
NUE
NUCOR CORP
-$555.2K
15,338
-2%
增持
BAC
BANK AMERICA CORP
+$543.8K
111,323
+2%
建仓
ALL
ALLSTATE CORP
+$537.3K
2,787
增持
SOXX
ISHARES TR
-$528.8K
45,044
+1%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$528.7K
8,845
增持
VOO
VANGUARD INDEX FDS
+$526.8K
5,224
+20%
减持
PG
PROCTER AND GAMBLE CO
-$513.6K
85,386
-0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$494.3K
11,517
+102%
清仓
—
ISHARES TR
-$482.9K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
-$476.0K
167,221
+93%
减持
DEO
DIAGEO PLC
-$462.8K
9,663
-20%
减持
IEMG
ISHARES INC
-$422.4K
60,158
-3%
减持
NKE
NIKE INC
-$422.0K
26,932
-3%
增持
DAL
DELTA AIR LINES INC DEL
+$415.5K
41,790
+0%
减持
MCD
MCDONALDS CORP
-$399.0K
13,333
-5%
增持
GIS
GENERAL MLS INC
-$397.6K
39,882
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$378.5K
29,990
+102%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$369.6K
0
-100%
建仓
IHE
ISHARES TR
+$366.3K
5,574
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$321.3K
34,175
+41%
清仓
HRB
BLOCK H & R INC
-$320.5K
0
-100%
建仓
XOP
SPDR SER TR
+$319.3K
2,412
清仓
BAR
GRANITESHARES GOLD TR
-$314.7K
0
-100%
减持
SO
SOUTHERN CO
-$295.3K
35,656
-0%
增持
GD
GENERAL DYNAMICS CORP
-$294.1K
7,652
+0%
建仓
—
DISCOVER FINL SVCS
+$286.5K
1,654
减持
VYM
VANGUARD WHITEHALL FDS
-$280.5K
71,602
-3%
建仓
HSTM
HEALTHSTREAM INC
+$275.1K
8,650
清仓
AMD
ADVANCED MICRO DEVICES INC
-$268.8K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$268.1K
44,360
-2%
增持
—
CHUBB LIMITED
-$260.0K
33,359
+2%
清仓
NHI
NATIONAL HEALTH INVS INC
-$256.6K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$255.5K
62,504
-2%
减持
EFAV
ISHARES TR
-$254.2K
31,773
-3%
减持
VB
VANGUARD INDEX FDS
+$245.4K
100,625
-0%
增持
ATEX
ANTERIX INC
-$238.8K
34,633
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$236.9K
11,813
-28%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$229.6K
7,896
-7%
减持
BDX
BECTON DICKINSON & CO
-$226.8K
3,748
-16%
清仓
BSV
VANGUARD BD INDEX FDS
-$226.3K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$221.1K
13,898
-3%
建仓
FNDX
SCHWAB STRATEGIC TR
+$219.4K
9,267
减持
WM
WASTE MGMT INC DEL
-$209.6K
14,845
-4%
清仓
SPYD
SPDR SER TR
-$208.1K
0
-100%
清仓
—
LINDE PLC
-$207.0K
0
-100%
减持
CTAS
CINTAS CORP
-$204.4K
7,770
-1%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$201.7K
474
减持
HSY
HERSHEY CO
-$190.4K
4,375
-10%
增持
AFL
AFLAC INC
-$180.5K
21,599
+0%
减持
COST
COSTCO WHSL CORP NEW
+$171.6K
6,574
-0%
减持
NVDA
NVIDIA CORPORATION
+$169.7K
17,243
-2%
增持
IQLT
ISHARES TR
-$169.6K
45,256
+2%
减持
V
VISA INC
+$168.4K
5,707
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$161.0K
17,224
-9%
增持
IBMO
ISHARES TR
+$160.1K
65,729
+11%
减持
AMGN
AMGEN INC
-$156.7K
2,153
-3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$154.9K
28,075
+41%
增持
META
META PLATFORMS INC
+$146.0K
5,231
+3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$141.3K
8,759
+38%
减持
QCOM
QUALCOMM INC
-$140.5K
6,490
-3%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$136.8K
4,292
+40%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$134.7K
26,591
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$131.2K
12,445
+404%
增持
FPE
FIRST TR EXCH TRADED FD III
+$128.9K
32,658
+32%
减持
CSX
CSX CORP
-$128.8K
53,027
-0%
增持
PFE
PFIZER INC
+$128.4K
252,994
+11%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$126.6K
13,511
+37%
增持
NEE
NEXTERA ENERGY INC
-$125.3K
10,119
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$124.5K
23,793
-0%
增持
HD
HOME DEPOT INC
-$122.8K
16,718
+2%
增持
KNGZ
FIRST TR EXCHANGE-TRADED FD
+$119.7K
15,256
+41%
减持
GS
GOLDMAN SACHS GROUP INC
-$118.5K
955
-29%
减持
MA
MASTERCARD INCORPORATED
+$117.2K
4,300
-1%
减持
QQQ
INVESCO QQQ TR
+$116.9K
7,006
-1%
减持
RTX
RTX CORPORATION
-$113.9K
13,566
-2%
减持
EFA
ISHARES TR
-$113.4K
12,885
-1%
减持
WDAY
WORKDAY INC
+$112.4K
8,303
-0%
增持
CLW
CLEARWATER PAPER CORP
+$108.5K
37,662
+6%
减持
—
ISHARES TR
-$107.6K
23,072
-16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$106.5K
31,806
+1%
减持
HON
HONEYWELL INTL INC
+$101.1K
5,303
-0%
减持
QUAL
ISHARES TR
-$100.8K
21,026
-2%
减持
ABT
ABBOTT LABS
-$99.3K
16,549
-4%
