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OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
报告期 2026-03-31 · CIK 0001349654
持仓数
299
前50大市值合计
$1.96B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 144 项
建仓 17
增持 78
减持 39
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
UNP
UNION PAC CORP
+$38.3M
211,195
+1424%
清仓
BAX
BAXTER INTL INC
-$36.8M
0
-100%
增持
—
INMODE LTD
+$21.8M
323,746
+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
PTGX
PROTAGONIST THERAPEUTICS INC
-$20.4M
776,689
+2%
增持
DOCU
DOCUSIGN INC
+$17.5M
159,373
+89%
清仓
—
DANIMER SCIENTIFIC INC
-$14.4M
0
-100%
清仓
JD
JD.COM INC
-$14.1M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$10.6M
2,295
-95%
增持
—
AON PLC
+$10.1M
208,607
+1%
增持
NKE
NIKE INC
+$9.3M
300,698
+35%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.6M
225,723
+70%
减持
AVTR
AVANTOR INC
+$7.5M
1,521,215
-1%
增持
FTDR
FRONTDOOR INC
-$6.5M
909,446
+2%
增持
GPN
GLOBAL PMTS INC
-$6.2M
231,660
+2%
增持
CRM
SALESFORCE COM INC
+$5.9M
196,195
+1%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$5.6M
266,104
+0%
增持
DLB
DOLBY LABORATORIES INC
-$5.5M
546,967
+0%
减持
—
MASIMO CORP
+$5.4M
191,354
-0%
增持
PYPL
PAYPAL HLDGS INC
-$5.4M
190,668
+1%
增持
BALL
BALL CORP
+$5.2M
521,318
+1%
减持
GOOG
ALPHABET INC
+$4.1M
30,023
-1%
增持
TECH
BIO-TECHNE CORP
+$3.7M
96,479
+1%
增持
MSFT
MICROSOFT CORP
+$3.1M
260,517
+0%
减持
LUV
SOUTHWEST AIRLS CO
-$2.6M
868,796
-2%
增持
MCD
MCDONALDS CORP
+$2.3M
183,353
+1%
增持
MA
MASTERCARD INCORPORATED
-$2.0M
156,268
+1%
增持
EL
LAUDER ESTEE COS INC
-$1.7M
146,903
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
413,466
+293%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.4M
145,215
-2%
减持
—
ISHARES TR
-$1.2M
377,454
-11%
增持
IGSB
ISHARES TR
+$1.1M
811,182
+3%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$964.0K
269,524
+3%
增持
AMZN
AMAZON COM INC
-$840.0K
14,528
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$804.0K
7,138
-68%
增持
SYK
STRYKER CORPORATION
+$785.0K
92,987
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$771.0K
82,756
+0%
增持
MYFW
FIRST WESTN FINL INC
+$765.0K
109,562
+18%
增持
META
FACEBOOK INC
-$759.0K
107,323
+0%
建仓
RY
ROYAL BK CDA
+$729.0K
7,326
增持
UNH
UNITEDHEALTH GROUP INC
-$712.0K
129,022
+1%
清仓
SPIB
SPDR SER TR
-$549.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$546.0K
13,734
-50%
减持
GOOGL
ALPHABET INC
+$519.0K
2,334
-0%
减持
AAPL
APPLE INC
+$437.0K
98,455
-0%
建仓
VTV
VANGUARD INDEX FDS
+$404.0K
2,985
减持
—
EXXON MOBIL CORP
-$388.0K
22,726
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$379.0K
205,859
+1%
清仓
MBB
ISHARES TR
-$369.0K
0
-100%
建仓
—
LINDE PLC
+$358.0K
1,221
建仓
IVV
ISHARES TR
+$355.0K
825
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$350.0K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$344.0K
1,186
清仓
BA
BOEING CO
-$323.0K
0
-100%
建仓
CBRE
CBRE GROUP INC
+$267.0K
2,745
增持
DIS
DISNEY WALT CO
+$264.0K
12,593
+19%
增持
EQIX
EQUINIX INC
-$262.0K
54,916
+1%
建仓
EFA
ISHARES TR
+$254.0K
3,253
清仓
SPSB
SPDR SER TR
-$250.0K
0
-100%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$245.0K
11,637
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$245.0K
13,652
-13%
增持
QQQ
INVESCO QQQ TR
+$242.0K
3,247
+25%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$239.0K
25
+4%
增持
WMT
WALMART INC
+$239.0K
3,643
+91%
清仓
PSX
PHILLIPS 66
-$237.0K
0
-100%
增持
HD
HOME DEPOT INC
+$229.0K
4,062
+17%
增持
VYM
VANGUARD WHITEHALL FDS
+$228.0K
11,455
+26%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$227.0K
1,632
建仓
T
AT&T INC
+$225.0K
8,325
增持
—
ISHARES TR
+$224.0K
28,899
+44%
清仓
LLY
LILLY ELI & CO
-$223.0K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$219.0K
3,501
建仓
—
E2OPEN PARENT HOLDINGS INC
+$218.0K
19,325
建仓
—
APOLLO GLOBAL MGMT INC
+$216.0K
3,500
减持
STZ
CONSTELLATION BRANDS INC
-$213.0K
1,124
-42%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$205.0K
359
建仓
—
PIPER SANDLER COMPANIES
+$203.0K
1,469
增持
JPM
JPMORGAN CHASE & CO
+$198.0K
16,690
+2%
减持
MMM
3M CO
-$187.0K
6,360
-3%
增持
COST
COSTCO WHSL CORP NEW
+$185.0K
2,497
+5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$185.0K
72,012
-0%
减持
RHI
ROBERT HALF INTL INC
-$170.0K
3,010
-43%
减持
PPG
PPG INDS INC
-$169.0K
2,508
-19%
增持
CMCSA
COMCAST CORP NEW
+$168.0K
9,171
+51%
增持
ABT
ABBOTT LABS
+$164.0K
14,679
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$163.0K
5,777
+7%
增持
PG
PROCTER AND GAMBLE CO
+$148.0K
15,349
+4%
增持
V
VISA INC
-$146.0K
15,976
+1%
减持
VFC
V F CORP
-$135.0K
3,413
-23%
减持
ADI
ANALOG DEVICES INC
-$135.0K
21,417
-1%
减持
SHOP
SHOPIFY INC
-$132.0K
424
-12%
增持
JNJ
JOHNSON & JOHNSON
+$132.0K
23,039
+6%
减持
WFC
WELLS FARGO CO NEW
-$131.0K
11,695
-21%
增持
ZTS
ZOETIS INC
+$130.0K
3,421
+19%
增持
PFE
PFIZER INC
+$127.0K
32,409
+0%
减持
MPLX
MPLX LP
-$126.0K
42,847
-6%
建仓
XCXHX
MFS INVT GRADE MUN TR
+$126.0K
12,600
增持
BNL
BROADSTONE NET LEASE INC
+$123.0K
20,589
+24%
增持
BX
BLACKSTONE INC
+$122.0K
3,618
+18%
增持
GLD
SPDR GOLD TR
+$119.0K
4,418
+21%
减持
INTC
INTEL CORP
-$104.0K
14,946
-7%
增持
—
ACCENTURE PLC IRELAND
+$96.0K
1,845
+10%
减持
SYY
SYSCO CORP
-$95.0K
3,649
-26%
减持
LOW
LOWES COS INC
+$95.0K
14,314
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$88.0K
17,400
+14%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$87.0K
12,216
+8%
增持
—
BLACKROCK INC
+$84.0K
546
+28%
增持
ARCC
ARES CAPITAL CORP
+$84.0K
19,304
+23%
增持
CVX
CHEVRON CORP NEW
+$83.0K
5,149
+23%
减持
ABBV
ABBVIE INC
-$79.0K
11,267
-2%
增持
ET
ENERGY TRANSFER L P
-$79.0K
81,920
+1%
增持
AXP
AMERICAN EXPRESS CO
+$69.0K
8,686
+4%
增持
VOE
VANGUARD INDEX FDS
+$68.0K
2,096
+31%
减持
KO
COCA COLA CO
-$65.0K
35,395
-0%
减持
ILMN
ILLUMINA INC
-$65.0K
612
-8%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$61.0K
1,627
+23%
减持
OTIS
OTIS WORLDWIDE CORP
-$60.0K
3,085
-20%
增持
CSCO
CISCO SYS INC
+$54.0K
7,937
+11%
减持
CARR
CARRIER GLOBAL CORPORATION
-$54.0K
6,172
-20%
增持
VTI
VANGUARD INDEX FDS
+$54.0K
75,319
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$51.0K
1,267
+20%
减持
MRK
MERCK & CO INC
-$50.0K
8,920
-4%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$46.0K
142,821
+1%
减持
MDLZ
MONDELEZ INTL INC
-$44.0K
10,144
-0%
增持
TGT
TARGET CORP
-$42.0K
4,053
+1%
减持
TROW
PRICE T ROWE GROUP INC
-$37.0K
4,975
-3%
增持
VBK
VANGUARD INDEX FDS
+$35.0K
3,847
+7%
增持
IDXX
IDEXX LABS INC
+$32.0K
5,871
+2%
建仓
—
SPARTACUS ACQUISITION CORP
+$32.0K
20,000
增持
DOV
DOVER CORP
+$31.0K
5,623
+0%
增持
HON
HONEYWELL INTL INC
+$30.0K
1,216
+17%
增持
ETSY
ETSY INC
+$26.0K
1,091
+12%
减持
—
EATON CORP PLC
-$26.0K
2,837
-7%
减持
HSY
HERSHEY CO
-$25.0K
4,705
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$20.0K
5,035
+1%
增持
BP
BP PLC
+$20.0K
13,108
+2%
减持
PEP
PEPSICO INC
+$17.0K
8,516
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$7.0K
3,090
+13%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
-$7.0K
38,438
+1%
减持
NFLX
NETFLIX INC
+$6.0K
504
-12%
增持
DLR
DIGITAL RLTY TR INC
-$6.0K
1,585
+2%
增持
QSR
RESTAURANT BRANDS INTL INC
+$4.0K
4,802
+7%
增持
ALL
ALLSTATE CORP
+$3.0K
2,995
+3%
减持
VOO
VANGUARD INDEX FDS
+$0
7,704
-0%
增持
SBUX
STARBUCKS CORP
+$0
3,011
+1%