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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 24
增持 72
减持 45
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
LUV
SOUTHWEST AIRLS CO
-$44.4M
5,495
-99%
减持
FTDR
FRONTDOOR INC
-$37.9M
6,127
-99%
减持
GPN
GLOBAL PMTS INC
-$36.3M
1,541
-99%
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
NVDA
NVIDIA CORPORATION
+$32.7M
402,459
-3%
建仓
COIN
COINBASE GLOBAL INC
+$22.6M
89,620
增持
DOCU
DOCUSIGN INC
-$16.2M
163,264
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.5M
131,301
+2%
增持
MSFT
MICROSOFT CORP
+$14.3M
260,878
+0%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$13.8M
276,210
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$13.2M
788,942
+2%
增持
UNP
UNION PAC CORP
+$13.0M
215,773
+2%
增持
PYPL
PAYPAL HLDGS INC
-$12.5M
197,016
+3%
增持
EL
LAUDER ESTEE COS INC
+$11.6M
150,249
+2%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$10.8M
272,597
+2%
清仓
—
ISHARES TR
-$9.3M
0
-100%
增持
NKE
NIKE INC
+$7.8M
308,981
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.3M
212,181
+3%
减持
GOOG
ALPHABET INC
+$6.7M
29,977
-0%
增持
MCD
MCDONALDS CORP
+$6.7M
189,763
+3%
增持
—
INMODE LTD
-$5.4M
654,366
+102%
增持
—
MASIMO CORP
+$5.0M
194,146
+1%
增持
TECH
BIO-TECHNE CORP
+$4.6M
99,239
+3%
增持
BALL
BALL CORP
+$4.6M
534,806
+3%
增持
DLB
DOLBY LABORATORIES INC
+$4.5M
552,611
+1%
增持
EQIX
EQUINIX INC
+$4.3M
56,405
+3%
增持
—
AON PLC
+$3.5M
209,981
+1%
减持
AAPL
APPLE INC
+$3.2M
96,215
-2%
增持
CRM
SALESFORCE COM INC
-$3.1M
197,163
+0%
增持
SYK
STRYKER CORPORATION
+$3.0M
103,013
+11%
增持
MA
MASTERCARD INCORPORATED
+$2.9M
159,361
+2%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$2.7M
276,986
+3%
增持
AMZN
AMAZON COM INC
+$2.2M
14,968
+3%
增持
AVTR
AVANTOR INC
+$2.1M
1,526,674
+0%
减持
VTI
VANGUARD INDEX FDS
+$1.4M
74,941
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.3M
20
-20%
增持
LOW
LOWES COS INC
+$837.0K
14,472
+1%
减持
V
VISA INC
-$749.0K
12,966
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$648.0K
30,570
+76%
减持
JNJ
JOHNSON & JOHNSON
-$628.0K
18,079
-22%
增持
PFE
PFIZER INC
+$592.0K
33,637
+4%
建仓
SPIB
SPDR SER TR
+$541.0K
14,960
增持
VOO
VANGUARD INDEX FDS
+$534.0K
8,182
+6%
减持
META
META PLATFORMS INC
-$433.0K
107,005
-0%
增持
PG
PROCTER AND GAMBLE CO
+$428.0K
15,738
+3%
增持
HD
HOME DEPOT INC
+$425.0K
4,236
+4%
减持
INCY
INCYTE CORP
-$423.0K
2,949
-68%
减持
TSLA
TESLA INC
-$416.0K
747
-52%
减持
DIS
DISNEY WALT CO
-$410.0K
11,103
-12%
增持
GLD
SPDR GOLD TR
+$383.0K
6,486
+47%
建仓
MBB
ISHARES TR
+$366.0K
3,407
增持
ABT
ABBOTT LABS
+$358.0K
14,866
+1%
清仓
VBR
VANGUARD INDEX FDS
-$355.0K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$355.0K
7,031
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$342.0K
3,686
建仓
SLV
ISHARES SILVER TR
+$309.0K
14,345
减持
ABBV
ABBVIE INC
+$308.0K
11,251
-0%
建仓
SYNA
SYNAPTICS INC
+$290.0K
1,000
减持
GS
GOLDMAN SACHS GROUP INC
+$288.0K
144,254
-1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$278.0K
1,930
增持
APD
AIR PRODS & CHEMS INC
+$273.0K
4,400
+6%
清仓
VHT
VANGUARD WORLD FDS
-$272.0K
0
-100%
建仓
PLD
PROLOGIS INC.
+$271.0K
1,611
减持
GOOGL
ALPHABET INC
+$270.0K
2,247
-4%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$263.0K
4,982
增持
PEP
PEPSICO INC
+$257.0K
8,856
+4%
增持
AVGO
BROADCOM INC
+$250.0K
1,347
+1%
建仓
SPSB
SPDR SER TR
+$247.0K
7,984
建仓
LLY
LILLY ELI & CO
+$240.0K
870
建仓
DEO
DIAGEO PLC
+$234.0K
1,063
增持
CTVA
CORTEVA INC
+$234.0K
35,443
+3%
增持
NSC
NORFOLK SOUTHN CORP
+$233.0K
3,696
+2%
清仓
—
ROYAL DUTCH SHELL PLC
-$233.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$227.0K
0
-100%
清仓
ETSY
ETSY INC
-$227.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$225.0K
2,413
清仓
T
AT&T INC
-$225.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$223.0K
400
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$221.0K
1,613
建仓
QCOM
QUALCOMM INC
+$219.0K
1,199
减持
ET
ENERGY TRANSFER L P
-$217.0K
69,040
-16%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$217.0K
1,250
增持
ARCC
ARES CAPITAL CORP
+$216.0K
28,672
+49%
清仓
—
APOLLO GLOBAL MGMT INC
-$216.0K
0
-100%
增持
IGSB
ISHARES TR
-$212.0K
818,696
+1%
建仓
DHI
D R HORTON INC
+$211.0K
1,942
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$210.0K
124
增持
QQQ
INVESCO QQQ TR
+$209.0K
3,447
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$206.0K
12,398
+8%
建仓
CSX
CSX CORP
+$205.0K
5,448
减持
WMT
WALMART INC
-$202.0K
2,113
-42%
建仓
WM
WASTE MGMT INC DEL
+$200.0K
1,200
增持
—
ACCENTURE PLC IRELAND
+$197.0K
1,898
+3%
减持
KO
COCA COLA CO
+$190.0K
34,575
-2%
减持
IGIB
ISHARES TR
-$189.0K
11,398
-21%
建仓
—
NEXTNAV INC
+$189.0K
111,714
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$188.0K
231,228
+2%
减持
—
EXXON MOBIL CORP
-$186.0K
18,818
-17%
增持
ADI
ANALOG DEVICES INC
+$184.0K
21,457
+0%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$183.0K
47,686
+24%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$182.0K
10,082
-17%
增持
CL
COLGATE PALMOLIVE CO
+$173.0K
11,493
+8%
增持
BX
BLACKSTONE INC
+$157.0K
4,468
+23%
增持
VICI
VICI PPTYS INC
+$148.0K
56,872
+3%
减持
CMCSA
COMCAST CORP NEW
-$146.0K
7,298
-20%
增持
—
BROOKFIELD RENEWABLE CORP
+$136.0K
15,428
+39%
增持
SHOP
SHOPIFY INC
+$134.0K
515
+21%
增持
—
MEDTRONIC PLC
-$133.0K
6,287
+1%
减持
IDXX
IDEXX LABS INC
+$131.0K
5,743
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$129.0K
3,228
+4%
减持
MPLX
MPLX LP
-$129.0K
36,864
-14%
增持
MDLZ
MONDELEZ INTL INC
+$127.0K
10,807
+7%
增持
IJR
ISHARES TR
+$120.0K
13,537
+3%
增持
—
BLACKROCK INC
+$117.0K
628
+15%
增持
TJX
TJX COS INC NEW
+$116.0K
11,130
+1%
减持
AXP
AMERICAN EXPRESS CO
-$111.0K
8,213
-5%
增持
JPM
JPMORGAN CHASE & CO
+$108.0K
17,935
+7%
增持
VFC
V F CORP
+$103.0K
4,540
+33%
增持
—
CHUBB LIMITED
+$95.0K
4,500
+1%
减持
DOV
DOVER CORP
+$93.0K
5,323
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$92.0K
66,770
-7%
减持
SPY
SPDR S&P 500 ETF TR
+$91.0K
5,412
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$84.0K
11,609
-15%
增持
LMT
LOCKHEED MARTIN CORP
+$82.0K
1,567
+14%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
+$76.0K
142,723
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$73.0K
2,249
-2%
增持
—
BROOKFIELD ASSET MGMT INC
+$72.0K
6,179
+10%
减持
SUSA
ISHARES TR
-$71.0K
2,750
-27%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$65.0K
2,997
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$62.0K
5,046
+2%
增持
QSR
RESTAURANT BRANDS INTL INC
+$51.0K
5,689
+18%
增持
AJG
GALLAGHER ARTHUR J & CO
+$41.0K
1,732
+2%
减持
ALL
ALLSTATE CORP
-$40.0K
2,900
-3%
增持
USB
US BANCORP DEL
+$37.0K
4,945
+22%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$36.0K
83,955
+1%
减持
—
LINDE PLC
-$36.0K
930
-24%
增持
SBUX
STARBUCKS CORP
+$34.0K
3,126
+4%
减持
MYFW
FIRST WESTN FINL INC
-$34.0K
102,983
-6%
清仓
—
SPARTACUS ACQUISITION CORP
-$32.0K
0
-100%
减持
PPG
PPG INDS INC
-$32.0K
1,897
-24%
增持
EEM
ISHARES TR
+$31.0K
20,629
+6%
减持
—
EATON CORP PLC
-$30.0K
2,277
-20%
增持
MMM
3M CO
+$27.0K
6,435
+1%
减持
AMT
AMERICAN TOWER CORP NEW
+$25.0K
1,234
-3%
减持
RHI
ROBERT HALF INTL INC
+$23.0K
2,910
-3%
减持
UBER
UBER TECHNOLOGIES INC
-$22.0K
7,098
-1%
增持
BCE
BCE INC
+$22.0K
4,868
+5%
增持
TGT
TARGET CORP
+$21.0K
4,097
+1%
减持
CSCO
CISCO SYS INC
+$20.0K
7,129
-10%
减持
BAC
BK OF AMERICA CORP
+$17.0K
13,478
-2%
减持
BP
BP PLC
-$17.0K
12,794
-2%
