小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 85
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$31.7M
410,717
+3%
增持
AVGO
BROADCOM INC
+$14.5M
130,740
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.8M
1,429,066
+3%
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
MSFT
MICROSOFT CORP
+$10.3M
82,893
+1%
增持
VTV
VANGUARD INDEX FDS
+$7.2M
753,725
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.9M
26,196
-66%
减持
NVO
NOVO-NORDISK A S
-$5.6M
37,589
-68%
增持
FANG
DIAMONDBACK ENERGY INC
+$5.4M
43,515
+1123%
增持
LLY
ELI LILLY & CO
+$4.8M
19,910
+53%
增持
JPM
JPMORGAN CHASE & CO.
+$4.5M
87,098
+3%
增持
SNEX
STONEX GROUP INC
+$4.0M
267,225
+0%
增持
VTI
VANGUARD INDEX FDS
+$3.5M
91,969
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.4M
20,368
+9%
增持
DELL
DELL TECHNOLOGIES INC
+$2.9M
82,331
+4%
增持
SGOV
ISHARES TR
+$2.9M
148,008
+24%
增持
IBDU
ISHARES TR
+$2.7M
1,778,176
+6%
增持
AAPL
APPLE INC
-$2.4M
180,705
+2%
增持
IVV
ISHARES TR
+$2.3M
7,161
+92%
增持
GOOG
ALPHABET INC
+$2.3M
78,179
+6%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$2.2M
140,804
增持
HCA
HCA HEALTHCARE INC
+$2.2M
59,142
+0%
增持
VO
VANGUARD INDEX FDS
+$2.0M
90,420
+0%
增持
CVX
CHEVRON CORP NEW
-$2.0M
124,238
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.9M
4,135
+379%
减持
EFAV
ISHARES TR
-$1.9M
8,827
-74%
增持
GOOGL
ALPHABET INC
+$1.9M
46,375
+14%
增持
IBDT
ISHARES TR
+$1.8M
1,700,074
+4%
增持
SOXX
ISHARES TR
+$1.8M
21,534
+22%
增持
SPEM
SPDR INDEX SHS FDS
+$1.7M
372,657
+3%
增持
SPTS
SPDR SERIES TRUST
+$1.6M
853,117
+7%
减持
ADUS
ADDUS HOMECARE CORP
-$1.6M
2,200
-88%
增持
EMR
EMERSON ELEC CO
+$1.5M
59,139
+2%
减持
SMH
VANECK ETF TRUST
+$1.4M
28,271
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.4M
224,053
-0%
减持
IBDR
ISHARES TR
-$1.4M
970,565
-6%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.4M
129,533
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
21,661
+14%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$1.3M
2,984
增持
SPTI
SPDR SERIES TRUST
+$1.3M
630,079
+7%
增持
MRK
MERCK & CO INC
-$1.3M
176,885
+4%
减持
—
LYONDELLBASELL INDUSTRIES N
-$1.3M
101,477
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.3M
45,284
+120%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
31,972
+2%
减持
VB
VANGUARD INDEX FDS
+$1.2M
100,352
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
31,028
+3%
建仓
IBDV
ISHARES TR
+$1.2M
53,757
增持
IBDS
ISHARES TR
+$1.2M
1,474,249
+3%
增持
NHI
NATIONAL HEALTH INVS INC
+$1.1M
77,705
+33%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.0M
49,285
+411%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$941.6K
147,032
+5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$926.3K
25,901
-16%
增持
META
META PLATFORMS INC
+$912.0K
5,329
+2%
增持
ORCL
ORACLE CORP
+$899.7K
11,270
+1%
减持
PEP
PEPSICO INC
-$890.4K
33,243
-6%
减持
PFE
PFIZER INC
-$867.4K
246,450
-9%
增持
AMZN
AMAZON COM INC
+$846.8K
18,566
+9%
增持
BAC
BANK AMERICA CORP
+$795.7K
122,462
+2%
减持
—
EXXON MOBIL CORP
-$788.7K
67,622
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$782.3K
46,551
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$775.3K
24,001
+176%
增持
—
PINNACLE FINL PARTNERS INC
+$766.5K
65,943
+7%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$754.8K
103,409
+13%
增持
GTLS
CHART INDS INC
+$740.2K
21,426
+11%
减持
DUK
DUKE ENERGY CORP NEW
-$725.3K
172,398
-0%
减持
SPSB
SPDR SERIES TRUST
-$701.9K
43,882
-35%
建仓
HDV
ISHARES TR
+$647.2K
5,524
增持
SPY
SPDR S&P 500 ETF TR
+$631.0K
6,708
+7%
增持
DVY
ISHARES TR
+$623.7K
8,755
+118%
增持
QQQ
INVESCO QQQ TR
+$603.8K
7,146
+0%
增持
JNJ
JOHNSON & JOHNSON
-$598.1K
97,737
+4%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$568.2K
131,685
-3%
减持
WMT
WALMART INC
+$567.3K
65,401
-1%
增持
ACIW
ACI WORLDWIDE INC
-$564.5K
69,499
+1%
增持
PG
PROCTER AND GAMBLE CO
-$551.1K
88,890
+3%
增持
ABBV
ABBVIE INC
-$549.1K
23,300
+0%
增持
VOO
VANGUARD INDEX FDS
+$527.3K
6,246
+6%
建仓
COF
CAPITAL ONE FINL CORP
+$498.9K
2,345
减持
PAYX
PAYCHEX INC
-$496.1K
35,341
-3%
减持
IEI
ISHARES TR
-$487.7K
105,923
-4%
增持
HROW
HARROW INC
+$485.5K
106,213
+2%
增持
AFL
AFLAC INC
+$483.5K
33,594
+22%
减持
ATEX
ANTERIX INC
-$421.8K
29,058
-9%
增持
AXP
AMERICAN EXPRESS CO
+$415.7K
8,265
+0%
增持
IBMR
ISHARES TR
+$401.7K
91,404
+20%
建仓
VPU
VANGUARD WORLD FD
+$396.6K
2,247
增持
VZ
VERIZON COMMUNICATIONS INC
-$385.9K
214,658
+1%
减持
GIB
CGI INC
-$380.9K
17,234
-21%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$377.0K
92,416
-0%
增持
SMOT
VANECK ETF TRUST
+$372.5K
175,639
+0%
增持
IBMQ
ISHARES TR
+$366.1K
95,929
+17%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$357.8K
46,341
+12%
减持
GIS
GENERAL MLS INC
-$352.8K
38,549
-2%
减持
GPN
GLOBAL PMTS INC
-$351.1K
8,750
-19%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$332.8K
31,719
+14%
增持
—
BROOKFIELD INFRAST PARTNERS
+$325.9K
59,515
+6%
增持
CAT
CATERPILLAR INC
+$316.5K
4,918
+2%
增持
COST
COSTCO WHSL CORP NEW
+$310.4K
6,579
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$309.9K
162,570
-2%
建仓
WMB
WILLIAMS COS INC
+$301.7K
4,804
清仓
LPX
LOUISIANA PAC CORP
-$299.4K
0
-100%
增持
ORI
OLD REP INTL CORP
+$295.7K
139,396
+8%
减持
MCD
MCDONALDS CORP
-$294.2K
12,432
-1%
减持
NVS
NOVARTIS AG
+$293.0K
34,768
-1%
减持
BDX
BECTON DICKINSON & CO
-$292.0K
3,343
-12%
清仓
—
DISCOVER FINL SVCS
-$282.3K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$269.4K
53,051
-5%
减持
CPRT
COPART INC
-$265.3K
10,346
-24%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$260.7K
38,648
+12%
减持
DIS
DISNEY WALT CO
+$247.9K
10,122
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$245.2K
11,958
-9%
建仓
UBER
UBER TECHNOLOGIES INC
+$243.8K
2,613
建仓
KMI
KINDER MORGAN INC DEL
+$240.9K
8,194
减持
IGSB
ISHARES TR
-$235.7K
158,546
-3%
增持
NFLX
NETFLIX INC
+$233.1K
555
+1%
增持
IVW
ISHARES TR
+$232.3K
6,536
+25%
建仓
—
TRANE TECHNOLOGIES PLC
+$228.8K
523
减持
CSCO
CISCO SYS INC
+$225.3K
31,653
-1%
建仓
VRT
VERTIV HOLDINGS CO
+$224.6K
1,749
建仓
—
JOHNSON CTLS INTL PLC
+$219.6K
2,079
增持
CRM
SALESFORCE INC
+$215.5K
19,206
+3%
减持
QUAL
ISHARES TR
+$211.3K
20,649
-1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$209.7K
38,384
+13%
清仓
—
ISHARES TR
-$209.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$208.8K
70,424
-1%
清仓
COP
CONOCOPHILLIPS
-$206.4K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$204.9K
40,291
+4%
建仓
CSL
CARLISLE COS INC
+$204.0K
546
清仓
FTV
FORTIVE CORP
-$203.9K
0
-100%
建仓
GLD
SPDR GOLD TR
+$203.0K
666
清仓
SPYD
SPDR SER TR
-$201.7K
0
-100%
清仓
CLX
CLOROX CO DEL
-$200.8K
0
-100%
减持
CXW
CORECIVIC INC
-$195.7K
15,087
-40%
增持
—
EATON CORP PLC
+$181.1K
2,069
+1%
减持
WM
WASTE MGMT INC DEL
-$180.8K
13,087
-5%
增持
XLV
SELECT SECTOR SPDR TR
-$180.7K
56,261
+6%
增持
AMAT
APPLIED MATLS INC
+$176.4K
2,124
+45%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$176.3K
15,774
+12%
增持
TSLA
TESLA INC
+$171.4K
2,398
+5%
减持
MGNI
MAGNITE INC
+$170.3K
14,300
-7%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$165.3K
7,781
-1%
增持
IBMP
ISHARES TR
+$164.1K
77,590
+9%
减持
DAL
DELTA AIR LINES INC DEL
+$162.0K
40,858
-4%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$151.7K
4,933
-34%
增持
CHCT
COMMUNITY HEALTHCARE TR INC
+$150.8K
20,100
+99%
减持
IQLT
ISHARES TR
+$147.7K
45,025
-1%
减持
GD
GENERAL DYNAMICS CORP
+$144.2K
7,603
-0%
增持
NUE
NUCOR CORP
+$141.0K
15,193
+0%
增持
CTAS
CINTAS CORP
+$139.4K
7,800
+0%
增持
MS
MORGAN STANLEY
+$132.4K
5,151
+1%
增持
—
CHUBB LIMITED
-$129.4K
37,555
+3%
