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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 38
减持 77
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
IBDR
ISHARES TR
-$23.5M
0
-100%
增持
IBDV
ISHARES TR
+$16.4M
795,525
+1380%
建仓
IBDW
ISHARES TR
+$12.8M
605,186
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
VUG
VANGUARD INDEX FDS
+$8.4M
392,927
-4%
减持
AAPL
APPLE INC
+$6.9M
172,537
-5%
减持
—
LYONDELLBASELL INDUSTRIES N
-$5.4M
8,692
-91%
减持
SMOT
VANECK ETF TRUST
-$5.3M
22,706
-87%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
1,432,838
+0%
清仓
CGUS
CAPITAL GROUP CORE EQUITY ET
-$3.8M
0
-100%
增持
GOOGL
ALPHABET INC
+$3.4M
47,601
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$3.3M
410,401
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.1M
9,356
-54%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.9M
0
-100%
增持
SPTI
SPDR SERIES TRUST
+$2.6M
718,366
+14%
增持
SPTS
SPDR SERIES TRUST
+$2.6M
940,577
+10%
减持
MSFT
MICROSOFT CORP
-$2.3M
75,214
-9%
减持
IBDS
ISHARES TR
-$2.2M
1,377,966
-7%
清仓
WCMI
FIRST TR EXCHANGE-TRADED FD
-$2.2M
0
-100%
增持
NHI
NATIONAL HEALTH INVS INC
+$2.2M
96,287
+24%
减持
VTI
VANGUARD INDEX FDS
+$2.2M
91,763
-0%
建仓
AVY
AVERY DENNISON CORP
+$2.0M
12,402
减持
—
ISHARES TR
-$2.0M
17,500
-81%
清仓
GIS
GENERAL MLS INC
-$2.0M
0
-100%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.8M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$1.8M
22,215
-28%
减持
CRM
SALESFORCE INC
-$1.8M
14,495
-25%
减持
HROW
HARROW INC
+$1.8M
103,862
-2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.8M
10,731
-76%
清仓
CTAS
CINTAS CORP
-$1.7M
0
-100%
减持
IBDT
ISHARES TR
-$1.7M
1,626,388
-4%
减持
AVGO
BROADCOM INC
+$1.7M
114,305
-13%
增持
—
PINNACLE FINL PARTNERS INC
+$1.6M
94,388
+43%
减持
JNJ
JOHNSON & JOHNSON
+$1.5M
88,754
-9%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
82,737
-7%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$1.4M
153,083
-11%
减持
—
CHUBB LIMITED
-$1.4M
33,660
-10%
增持
VO
VANGUARD INDEX FDS
+$1.4M
90,768
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
33,589
+5%
减持
GOOG
ALPHABET INC
+$1.3M
62,483
-20%
增持
SGOV
ISHARES TR
+$1.3M
161,310
+9%
减持
SNEX
STONEX GROUP INC
-$1.3M
228,166
-15%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$1.3M
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
16,244
-38%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
228,569
+2%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$1.2M
0
-100%
增持
IEI
ISHARES TR
+$1.2M
115,644
+9%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
708,345
-6%
增持
ABBV
ABBVIE INC
+$1.1M
23,365
+0%
清仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$1.0M
0
-100%
减持
IEMG
ISHARES INC
-$999.4K
35,232
-36%
减持
EMR
EMERSON ELEC CO
-$878.7K
53,410
-10%
减持
IBDU
ISHARES TR
-$867.4K
1,730,611
-3%
减持
GTLS
CHART INDS INC
-$795.7K
13,650
-36%
增持
FANG
DIAMONDBACK ENERGY INC
+$792.1K
47,317
+9%
增持
HD
HOME DEPOT INC
+$782.1K
16,876
+2%
减持
IBMO
ISHARES TR
-$781.8K
34,773
-47%
减持
PAYX
PAYCHEX INC
-$779.3K
34,407
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$774.5K
8,711
-64%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$771.3K
0
-100%
清仓
RDVY
FIRST TR EXCHANGE TRADED FD
-$737.6K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$716.3K
195,040
-9%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$706.9K
0
-100%
清仓
KNGZ
FIRST TR EXCHANGE TRADED FD
-$705.3K
0
-100%
清仓
FNX
FIRST TR EXCHANGE-TRADED ALP
-$689.9K
0
-100%
减持
ORCL
ORACLE CORP
+$681.1K
11,183
-1%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$661.9K
0
-100%
减持
WMT
WALMART INC
-$660.9K
55,638
-15%
减持
WDAY
WORKDAY INC
-$621.0K
5,772
-31%
增持
BAC
BANK AMERICA CORP
+$614.0K
124,227
+1%
减持
NVS
NOVARTIS AG
-$589.8K
28,209
-19%
增持
SPY
SPDR S&P 500 ETF TR
+$578.7K
7,090
+6%
减持
SOXX
ISHARES TR
+$575.9K
21,083
-2%
减持
NVO
NOVO-NORDISK A S
-$567.7K
36,523
-3%
增持
PFE
PFIZER INC
+$544.3K
255,817
+4%
减持
ORI
OLD REP INTL CORP
-$540.9K
113,432
-19%
减持
CVX
CHEVRON CORP NEW
-$496.1K
111,363
-10%
增持
IVV
ISHARES TR
+$469.7K
7,345
+3%
减持
PEP
PEPSICO INC
-$461.3K
27,970
-16%
增持
CAT
CATERPILLAR INC
+$455.0K
4,955
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$444.4K
138,122
+6%
减持
IBMP
ISHARES TR
-$434.9K
60,136
-22%
减持
ACIW
ACI WORLDWIDE INC
-$431.9K
52,279
-25%
增持
IBMR
ISHARES TR
+$427.3K
107,068
+17%
增持
QQQ
INVESCO QQQ TR
+$401.1K
7,234
+1%
增持
COST
COSTCO WHSL CORP NEW
-$397.2K
6,607
+0%
增持
KO
COCA COLA CO
-$377.7K
114,665
+2%
减持
ATEX
ANTERIX INC
-$372.8K
17,352
-40%
减持
VB
VANGUARD INDEX FDS
+$366.2K
94,965
-5%
减持
GPN
GLOBAL PMTS INC
-$357.8K
4,123
-53%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$353.9K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$340.8K
3,382
-16%
建仓
ENB
ENBRIDGE INC
+$323.9K
6,419
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$318.3K
131,347
+1%
清仓
CXW
CORECIVIC INC
-$317.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$310.9K
6,302
+1%
减持
—
ACCENTURE PLC IRELAND
-$301.5K
4,509
-5%
建仓
GLW
CORNING INC
+$298.4K
3,638
建仓
IBMS
ISHARES TR
+$290.9K
11,155
增持
LLY
ELI LILLY & CO
+$286.8K
20,717
+4%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$254.1K
136,308
-7%
减持
IBMQ
ISHARES TR
-$252.2K
85,231
-11%
清仓
ISPY
PROSHARES TR
-$245.6K
0
-100%
减持
RTX
RTX CORPORATION
+$238.6K
12,081
-1%
减持
DAL
DELTA AIR LINES INC DEL
+$238.1K
39,603
-3%
清仓
DE
DEERE & CO
-$233.7K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$232.5K
19,588
-10%
清仓
VRT
VERTIV HOLDINGS CO
-$224.6K
0
-100%
清仓
ZTS
ZOETIS INC
-$220.8K
0
-100%
清仓
CI
THE CIGNA GROUP
-$220.2K
0
-100%
建仓
XSOE
WISDOMTREE TR
+$218.0K
5,745
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$215.6K
5,876
建仓
ATO
ATMOS ENERGY CORP
+$212.8K
1,246
增持
SCHF
SCHWAB STRATEGIC TR
+$210.3K
163,363
+0%
减持
SMH
VANECK ETF TRUST
+$204.6K
24,785
-12%
清仓
CSL
CARLISLE COS INC
-$204.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$203.0K
0
-100%
建仓
SPYD
SPDR SERIES TRUST
+$200.6K
4,558
增持
AXP
AMERICAN EXPRESS CO
+$195.7K
8,526
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$184.1K
80,635
-7%
减持
NFLX
NETFLIX INC
-$182.1K
468
-16%
减持
VPU
VANGUARD WORLD FD
-$179.4K
1,147
-49%
减持
AFL
AFLAC INC
-$172.1K
30,176
-10%
减持
TSLA
TESLA INC
+$171.7K
2,099
-12%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$168.8K
18,430
-29%
减持
DIS
DISNEY WALT CO
-$151.8K
9,637
-5%
减持
TJX
TJX COS INC NEW
+$150.7K
8,468
-3%
减持
SCHV
SCHWAB STRATEGIC TR
+$148.8K
104,085
-0%
减持
WY
WEYERHAEUSER CO MTN BE
-$146.5K
49,067
-8%
增持
MO
ALTRIA GROUP INC
+$142.8K
10,941
+11%
减持
QUAL
ISHARES TR
+$139.7K
20,127
-3%
减持
—
EXXON MOBIL CORP
+$135.6K
65,856
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$135.5K
86,865
-6%
增持
XLU
SELECT SECTOR SPDR TR
+$133.9K
23,663
+0%
减持
CSX
CSX CORP
+$130.6K
52,118
-1%
增持
META
META PLATFORMS INC
+$128.5K
5,531
+4%
减持
VYM
VANGUARD WHITEHALL FDS
+$126.4K
67,504
-4%
增持
NEE
NEXTERA ENERGY INC
+$125.8K
10,153
+10%
减持
CPRT
COPART INC
-$125.0K
8,510
-18%
增持
SCHG
SCHWAB STRATEGIC TR
+$119.2K
40,616
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$117.3K
53,648
-5%
减持
IWF
ISHARES TR
+$115.1K
3,004
-1%
增持
WMB
WILLIAMS COS INC
+$113.2K
6,550
+36%
减持
DEO
DIAGEO PLC
-$112.4K
7,181
-9%
减持
WM
WASTE MGMT INC DEL
-$105.9K
13,081
-0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$103.8K
127,270
-3%
减持
IGSB
ISHARES TR
-$103.6K
155,785
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$100.6K
3,598
-2%
减持
V
VISA INC
-$98.8K
5,753
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$96.1K
865
+0%
