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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 71
减持 52
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$19.1M
400,038
-2%
增持
VTV
VANGUARD INDEX FDS
+$9.3M
729,443
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$9.2M
3,670
-84%
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
-$9.0M
128,708
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.7M
1,390,436
+7%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$7.9M
139,679
增持
SNEX
STONEX GROUP INC
+$7.8M
266,768
+108%
减持
SOXX
ISHARES TR
-$6.4M
17,684
-61%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$5.8M
119,337
增持
SMH
VANECK ETF TRUST
+$5.2M
30,537
+494%
减持
AAPL
APPLE INC
-$5.1M
177,608
-0%
建仓
NHI
NATIONAL HEALTH INVS INC
+$4.3M
58,261
增持
IBDU
ISHARES TR
+$3.8M
1,678,154
+9%
增持
SPTI
SPDR SER TR
+$3.3M
588,764
+21%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
增持
IBDT
ISHARES TR
+$3.1M
1,638,539
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$3.1M
172,733
+3%
增持
CVX
CHEVRON CORP NEW
+$3.0M
118,233
+2%
增持
MSFT
MICROSOFT CORP
-$3.0M
82,445
+2%
增持
HCA
HCA HEALTHCARE INC
+$2.8M
59,141
+1%
增持
SPTS
SPDR SER TR
+$2.8M
799,923
+13%
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
93,629
+4%
增持
LLY
ELI LILLY & CO
+$2.5M
12,977
+21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
31,489
-1%
减持
GTLS
CHART INDS INC
-$2.2M
19,310
-27%
建仓
GIB
CGI INC
+$2.2M
21,913
增持
IBDS
ISHARES TR
+$2.1M
1,432,132
+6%
增持
GOOG
ALPHABET INC
-$2.1M
74,093
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.8M
224,770
+9%
建仓
ADUS
ADDUS HOMECARE CORP
+$1.8M
18,551
增持
—
CHUBB LIMITED
+$1.8M
36,457
+9%
增持
VB
VANGUARD INDEX FDS
-$1.6M
101,658
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
213,275
+6%
减持
SPYM
SPDR SER TR
-$1.4M
23,667
-44%
增持
KO
COCA COLA CO
+$1.3M
111,737
+4%
增持
NVO
NOVO-NORDISK A S
-$1.3M
118,422
+7%
增持
SPEM
SPDR INDEX SHS FDS
+$1.2M
360,698
+7%
增持
CRM
SALESFORCE INC
-$1.1M
18,713
+2%
增持
VTI
VANGUARD INDEX FDS
-$1.0M
89,055
+1%
增持
GOOGL
ALPHABET INC
-$945.9K
40,829
+6%
减持
NKE
NIKE INC
-$910.1K
17,767
-34%
减持
AMZN
AMAZON COM INC
-$864.5K
16,958
-9%
减持
KOS
KOSMOS ENERGY LTD
-$833.1K
44,667
-84%
增持
UPS
UNITED PARCEL SERVICE INC
-$832.4K
78,054
+5%
增持
AFL
AFLAC INC
+$825.1K
27,514
+27%
增持
EMR
EMERSON ELEC CO
-$769.8K
58,241
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$760.1K
53,176
+4%
增持
MRK
MERCK & CO INC
-$716.8K
170,399
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$706.5K
84,665
+1%
减持
ABBV
ABBVIE INC
+$704.7K
23,263
-1%
增持
DAL
DELTA AIR LINES INC DEL
-$681.0K
42,370
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
+$591.2K
101,502
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$589.7K
18,608
+3%
减持
WMT
WALMART INC
-$575.3K
66,381
-6%
减持
PEP
PEPSICO INC
-$572.0K
35,213
-8%
减持
TSLA
TESLA INC
-$571.5K
2,278
-21%
增持
ORI
OLD REP INTL CORP
+$522.2K
129,085
+3%
建仓
CXW
CORECIVIC INC
+$513.6K
25,313
减持
HD
HOME DEPOT INC
-$484.6K
16,422
-2%
增持
IEI
ISHARES TR
+$469.6K
110,908
+1%
减持
—
EXXON MOBIL CORP
+$455.6K
67,925
-4%
增持
—
PINNACLE FINL PARTNERS INC
-$454.6K
61,432
+1%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$446.7K
7,521
增持
SGOV
ISHARES TR
+$442.5K
119,412
+3%
减持
HSY
HERSHEY CO
-$399.7K
1,995
-54%
增持
PG
PROCTER AND GAMBLE CO
+$398.1K
86,334
+1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$392.9K
91,740
+20%
减持
—
ISHARES TR
-$368.9K
8,311
-64%
减持
NVS
NOVARTIS AG
+$366.9K
35,112
-4%
清仓
SPMD
SPDR SER TR
-$359.9K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$359.8K
136,254
-0%
增持
EFAV
ISHARES TR
+$356.1K
33,403
+5%
减持
DEO
DIAGEO PLC
-$342.8K
8,452
-13%
减持
DHR
DANAHER CORPORATION
-$324.3K
12,696
-0%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$323.1K
5,655
清仓
XOP
SPDR SER TR
-$319.3K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$319.2K
55,986
-10%
减持
ABT
ABBOTT LABS
+$319.0K
16,516
-0%
增持
PANW
PALO ALTO NETWORKS INC
-$313.4K
30,143
+1%
清仓
VOTE
TCW ETF TRUST
-$298.8K
0
-100%
减持
CAT
CATERPILLAR INC
-$296.5K
4,830
-7%
增持
ORCL
ORACLE CORP
-$289.4K
11,189
+1%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$286.5K
11,908
增持
IBMR
ISHARES TR
+$270.6K
76,056
+16%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$267.2K
41,307
+21%
建仓
DE
DEERE & CO
+$265.8K
566
清仓
XSOE
WISDOMTREE TR
-$264.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$260.8K
18,959
+10%
增持
MO
ALTRIA GROUP INC
+$250.0K
9,822
+51%
增持
IGSB
ISHARES TR
+$248.5K
164,227
+2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$246.0K
14,027
+22%
增持
QQQ
INVESCO QQQ TR
-$243.4K
7,119
+2%
建仓
GE
GE AEROSPACE
+$235.8K
1,178
增持
DELL
DELL TECHNOLOGIES INC
+$235.6K
79,030
+31%
增持
PM
PHILIP MORRIS INTL INC
+$234.7K
5,473
+4%
减持
AXP
AMERICAN EXPRESS CO
-$233.3K
8,253
-0%
建仓
GLDM
WORLD GOLD TR
+$228.8K
3,697
清仓
BF/B
BROWN FORMAN CORP
-$218.0K
0
-100%
减持
PAYX
PAYCHEX INC
-$215.5K
36,537
-12%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$209.9K
4,054
建仓
WRB
BERKLEY W R CORP
+$208.6K
2,931
减持
USB
US BANCORP DEL
-$207.7K
30,009
-3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$206.5K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$206.4K
1,965
增持
FANG
DIAMONDBACK ENERGY INC
+$206.3K
3,558
+61%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$206.0K
2,005
增持
VOO
VANGUARD INDEX FDS
+$205.8K
5,878
+13%
建仓
SPYD
SPDR SER TR
+$201.7K
4,558
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$201.7K
0
-100%
清仓
CSL
CARLISLE COS INC
-$201.4K
0
-100%
建仓
AGG
ISHARES TR
+$200.4K
2,026
增持
V
VISA INC
+$197.6K
5,711
+0%
减持
—
ACCENTURE PLC IRELAND
-$194.8K
4,696
-0%
减持
GIS
GENERAL MLS INC
-$193.2K
39,305
-1%
减持
IVV
ISHARES TR
-$193.0K
3,734
-4%
减持
MTB
M & T BK CORP
-$190.8K
1,314
-42%
减持
SCHF
SCHWAB STRATEGIC TR
+$189.3K
165,971
-1%
减持
DIS
DISNEY WALT CO
-$181.9K
10,206
-4%
减持
QUAL
ISHARES TR
-$180.6K
20,854
-1%
减持
WM
WASTE MGMT INC DEL
+$179.8K
13,716
-8%
增持
CTAS
CINTAS CORP
+$179.5K
7,780
+0%
减持
COST
COSTCO WHSL CORP NEW
+$178.9K
6,558
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$167.3K
30,859
-4%
增持
WDAY
WORKDAY INC
-$162.8K
8,477
+2%
减持
CSX
CSX CORP
-$159.7K
52,717
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$154.0K
8,711
-26%
减持
EFA
ISHARES TR
-$151.5K
10,067
-22%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$142.8K
34,413
+21%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$139.0K
33,973
+21%
减持
T
AT&T INC
+$135.9K
27,415
-2%
减持
SO
SOUTHERN CO
+$132.7K
33,365
-6%
增持
PFE
PFIZER INC
+$129.4K
269,981
+7%
增持
VO
VANGUARD INDEX FDS
-$122.5K
90,115
+2%
减持
PGR
PROGRESSIVE CORP
+$119.4K
3,274
-3%
增持
IQLT
ISHARES TR
+$118.4K
45,309
+0%
增持
—
EATON CORP PLC
-$116.5K
2,051
+1%
增持
CLW
CLEARWATER PAPER CORP
-$114.8K
39,670
+5%
减持
ITW
ILLINOIS TOOL WKS INC
-$113.5K
1,761
-19%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$113.2K
26,426
-1%
增持
IBMQ
ISHARES TR
+$109.7K
81,909
+5%
增持
ASPN
ASPEN AEROGELS INC
-$109.4K
30,003
+18%
增持
BAC
BANK AMERICA CORP
+$106.5K
119,798
+8%
减持
HON
HONEYWELL INTL INC
-$105.7K
5,158
-3%
减持
ATEX
ANTERIX INC
+$104.9K
31,888
-8%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$104.2K
10,576
+20%
减持
AMGN
AMGEN INC
+$104.0K
2,135
-1%
增持
KNGZ
FIRST TR EXCHANGE TRADED FD
+$102.6K
18,446
+21%
增持
SDY
SPDR SER TR
+$99.2K
3,266
+25%
减持
IEMG
ISHARES INC
+$99.0K
60,042
-0%
减持
WY
WEYERHAEUSER CO MTN BE
-$97.6K
55,748
-9%
