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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 78
减持 48
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
-$16.9M
415,008
+2%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$11.8M
136,953
清仓
—
PINNACLE FINL PARTNERS INC
-$10.7M
0
-100%
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。
建仓
SCHY
SCHWAB STRATEGIC TR
+$9.2M
290,541
增持
MSFT
MICROSOFT CORP
-$7.7M
78,322
+3%
增持
CVX
CHEVRON CORPORATION
+$6.5M
114,378
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.6M
1,544,563
+3%
增持
SNEX
STONEX GROUP INC
+$5.4M
342,462
+46%
增持
JNJ
JOHNSON & JOHNSON
+$3.9M
91,900
+2%
增持
AVGO
BROADCOM INC
-$3.8M
109,113
+0%
增持
DELL
DELL TECHNOLOGIES INC
+$3.5M
78,615
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$3.3M
467,143
+24%
减持
—
EXXON MOBIL CORP
+$3.0M
64,567
-2%
增持
MRK
MERCK & CO INC
+$2.8M
172,439
+1%
增持
AAPL
APPLE INC
-$2.8M
171,186
+1%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.7M
52,771
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$2.5M
40,073
-26%
增持
SPTS
SPDR SERIES TRUST
+$2.5M
1,073,443
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$2.5M
158,167
+2%
增持
IBDW
ISHARES TR
+$2.4M
936,335
+15%
建仓
COPX
GLOBAL X FDS
+$2.4M
31,078
增持
IBDV
ISHARES TR
+$2.2M
1,064,345
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.2M
209,953
+3%
增持
LLY
ELI LILLY & CO
-$2.2M
21,949
+5%
建仓
XYL
XYLEM INC
+$2.1M
17,437
减持
VTV
VANGUARD INDEX FDS
+$1.9M
738,418
-1%
减持
GOOG
ALPHABET INC
-$1.9M
61,175
-1%
增持
JPM
JPMORGAN CHASE & CO
-$1.9M
82,715
+2%
减持
GTLS
CHART INDS INC
-$1.8M
4,499
-66%
减持
SGOV
ISHARES TR
-$1.7M
136,357
-11%
增持
HROW
HARROW INC
-$1.3M
110,559
+5%
增持
FHN
FIRST HORIZON CORPORATION
+$1.2M
64,254
+570%
增持
PFE
PFIZER INC
+$1.2M
278,391
+4%
增持
SPTI
SPDR SERIES TRUST
+$1.1M
569,599
+8%
增持
VTI
VANGUARD INDEX FDS
-$974.9K
94,555
+1%
增持
CAT
CATERPILLAR INC
+$972.6K
5,428
+8%
增持
COST
COSTCO WHOLESALE CORPORATION
+$927.1K
6,631
+1%
增持
KO
COCA COLA CO
+$899.0K
120,502
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$865.3K
33,708
-0%
增持
—
CHUBB LTD SWITZ
+$801.2K
35,467
+3%
减持
NVO
NOVO-NORDISK A S
-$775.7K
27,438
-22%
减持
PAYX
PAYCHEX INC
-$763.8K
32,126
-3%
减持
WMT
WALMART INC
+$709.7K
55,159
-0%
增持
CALM
CAL MAINE FOODS INC
+$633.9K
35,859
+29%
减持
AXP
AMERICAN EXPRESS CO
-$620.9K
8,418
-2%
增持
VB
VANGUARD INDEX FDS
+$612.5K
98,052
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$605.8K
440,795
+3%
增持
ORI
OLD REP INTL CORP
-$601.2K
114,676
+1%
增持
GOOGL
ALPHABET INC
-$598.3K
51,802
+5%
增持
CRM
SALESFORCE INC
-$592.2K
17,448
+20%
减持
SMH
VANECK ETF TRUST
+$579.3K
25,250
-0%
增持
ACIW
ACI WORLDWIDE INC
+$570.9K
75,366
+43%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$535.0K
18,396
+1%
增持
PG
PROCTER & GAMBLE CO
+$532.1K
87,767
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$526.5K
28,706
+30%
减持
GIB
CGI INC
-$524.6K
14,584
-15%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$515.2K
156,626
+9%
减持
ORCL
ORACLE CORP
-$511.3K
9,844
-2%
减持
SOXX
ISHARES TR
+$511.2K
20,803
-1%
增持
META
META PLATFORMS INC
-$498.4K
6,063
+1%
增持
NHI
NATIONAL HEALTH INVS INC
+$490.6K
104,119
+0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$485.8K
6,573
-6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$477.0K
234,917
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$473.3K
118,242
-5%
增持
VO
VANGUARD INDEX FDS
+$465.3K
97,156
+3%
增持
DHR
DANAHER CORP DEL
-$429.0K
12,419
+2%
建仓
DGRO
ISHARES TR
+$414.2K
5,902
增持
BAC
BANK AMERICA CORP
-$400.7K
135,740
+6%
减持
LMT
LOCKHEED MARTIN CORP
+$399.9K
3,541
-2%
增持
VOO
VANGUARD INDEX FDS
+$388.7K
10,108
+12%
清仓
—
SYNOVUS FINL CORP
-$375.4K
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$365.4K
15,984
-0%
减持
—
ACCENTURE PLC IRELAND
-$341.8K
4,368
-3%
增持
SO
SOUTHERN CO
+$332.5K
33,202
+1%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$331.1K
173,492
+23%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$329.4K
0
-100%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$327.1K
3,170
-16%
增持
ATEX
ANTERIX INC
+$321.1K
18,307
+6%
清仓
GLDM
WORLD GOLD TR
-$318.8K
0
-100%
减持
NVS
NOVARTIS AG
+$316.2K
27,201
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$306.9K
4,267
增持
WDAY
WORKDAY INC
-$303.3K
7,211
+25%
减持
QCOM
QUALCOMM INC
-$297.7K
6,055
-4%
增持
AMZN
AMAZON COM INC
-$289.9K
19,715
+4%
减持
ABBV
ABBVIE INC
-$288.2K
23,101
-1%
减持
IBMP
ISHARES TR
-$287.0K
37,742
-23%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$260.8K
4,289
-3%
建仓
VRT
VERTIV HOLDINGS CO
+$257.3K
1,027
减持
IBDT
ISHARES TR
-$256.8K
1,624,154
-0%
减持
IWF
ISHARES TR
-$251.5K
2,578
-10%
清仓
IQV
IQVIA HLDGS INC
-$247.0K
0
-100%
清仓
CEF
SPROTT ASSET MANAGEMENT LP
-$245.3K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
+$245.0K
19,040
-8%
建仓
AGX
ARGAN INC
+$240.2K
441
增持
GD
GENERAL DYNAMICS CORP
+$232.0K
17,102
+2%
减持
DIS
DISNEY WALT CO
-$230.0K
8,751
-7%
建仓
KR
KROGER CO
+$225.9K
3,122
减持
PEP
PEPSICO INC
+$224.7K
26,686
-2%
增持
HD
HOME DEPOT INC
+$224.6K
18,834
+9%
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$218.2K
751
减持
DEO
DIAGEO PLC
-$218.1K
4,419
-30%
建仓
—
JOHNSON CONTROLS INTERNATION
+$216.7K
1,655
减持
NKE
NIKE INC
-$216.1K
12,823
-9%
增持
MA
MASTERCARD INCORPORATED
+$212.9K
4,201
+27%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$212.7K
0
-100%
清仓
WRB
BERKLEY W R CORP
-$208.3K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$207.7K
138,845
+3%
建仓
SPYD
SPDR SERIES TRUST
+$207.5K
4,558
清仓
XLK
SELECT SECTOR SPDR TR
-$204.4K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$203.0K
0
-100%
建仓
EGP
EASTGROUP PPTYS INC
+$201.6K
1,089
建仓
BTI
BRITISH AMERN TOB PLC
+$200.8K
3,435
增持
HON
HONEYWELL INTL INC
+$190.7K
5,508
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$189.2K
11,818
+30%
增持
V
VISA INC
-$183.6K
5,918
+5%
增持
TXN
TEXAS INSTRS INC
+$181.8K
2,324
+50%
增持
EMR
EMERSON ELEC CO
+$180.4K
56,527
+4%
减持
CSX
CSX CORP
+$174.4K
48,394
-3%
减持
FDX
FEDEX CORP
+$171.9K
2,801
-2%
增持
NUE
NUCOR CORP
+$171.2K
15,187
+3%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$169.3K
8,339
-23%
减持
TSLA
TESLA INC
-$167.8K
2,118
-0%
减持
BDX
BECTON DICKINSON & CO
-$167.7K
2,793
-11%
增持
IJR
ISHARES TR
+$167.6K
4,090
+44%
增持
XLU
SELECT SECTOR SPDR TR
+$163.5K
47,602
+1%
增持
NVDA
NVIDIA CORPORATION
+$149.8K
22,219
+11%
减持
LUV
SOUTHWEST AIRLS CO
-$146.8K
6,799
-30%
增持
MO
ALTRIA GROUP INC
+$138.3K
11,656
+7%
增持
SCHG
SCHWAB STRATEGIC TR
-$137.7K
43,891
+1%
增持
WMB
WILLIAMS COS INC
+$136.4K
7,316
+11%
增持
RTX
RTX CORPORATION
+$136.2K
12,097
+1%
增持
IVV
ISHARES TR
+$134.1K
7,727
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$133.6K
44,190
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$129.9K
66,178
-2%
增持
WFC
WELLS FARGO & CO
-$129.5K
10,024
+1%
增持
QUAL
ISHARES TR
-$126.9K
20,115
+0%
减持
COF
CAPITAL ONE FINL CORP
-$125.4K
1,959
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$122.8K
18,916
+14%
减持
BLK
BLACKROCK INC
-$122.3K
1,027
-1%
增持
QQQ
INVESCO QQQ TR
-$120.4K
7,264
+3%
减持
IGSB
ISHARES TR
-$119.9K
151,405
-1%
减持
IBDS
ISHARES TR
-$117.6K
1,360,290
-0%
增持
DAL
DELTA AIR LINES INC
-$114.3K
39,825
+0%
减持
WM
WASTE MGMT INC DEL
+$108.4K
12,784
-1%
增持
IBDU
ISHARES TR
-$108.3K
1,751,750
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$107.5K
16,376
-2%
增持
T
AT&T INC
+$105.5K
22,147
+3%
减持
SMOT
VANECK ETF TRUST
-$102.4K
17,097
-12%
减持
NEE
NEXTERA ENERGY INC
+$99.0K
9,769
-3%
增持
—
EATON CORP PLC
+$98.9K
1,778
+5%
