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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 141 项
建仓 15
增持 66
减持 49
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$55.7M
229,487
-43%
减持
GS
GOLDMAN SACHS GROUP INC
-$54.6M
1,715
-99%
减持
DLB
DOLBY LABORATORIES INC
-$52.4M
3,254
-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。
建仓
FRCB
FIRST REP BK SAN FRANCISCO C
+$40.5M
249,778
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$39.3M
291,213
+37%
增持
HD
HOME DEPOT INC
+$32.7M
114,999
+2615%
增持
—
INMODE LTD
-$20.5M
696,845
+6%
增持
—
MASIMO CORP
-$18.6M
263,003
+35%
建仓
RH
RH
+$15.9M
48,658
建仓
NVR
NVR INC
+$14.8M
3,319
增持
PYPL
PAYPAL HLDGS INC
-$14.3M
197,774
+0%
增持
EL
LAUDER ESTEE COS INC
-$14.2M
152,225
+1%
减持
AVTR
AVANTOR INC
-$12.8M
1,523,790
-0%
增持
META
META PLATFORMS INC
-$12.0M
107,885
+1%
增持
NKE
NIKE INC
-$9.7M
310,339
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$8.6M
85,711
+2%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
-$8.0M
801,625
+2%
增持
TECH
BIO-TECHNE CORP
-$7.9M
100,204
+1%
减持
MSFT
MICROSOFT CORP
-$7.9M
258,797
-1%
增持
CRM
SALESFORCE COM INC
-$7.5M
200,587
+2%
增持
DOCU
DOCUSIGN INC
-$7.1M
165,855
+2%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$6.2M
274,569
+1%
减持
COIN
COINBASE GLOBAL INC
-$5.7M
89,120
-1%
减持
GOOG
ALPHABET INC
-$5.6M
29,041
-3%
增持
EQIX
EQUINIX INC
-$5.2M
57,327
+2%
增持
UNP
UNION PAC CORP
+$4.6M
215,981
+0%
减持
—
AON PLC
+$4.3M
207,098
-1%
减持
MCD
MCDONALDS CORP
-$4.2M
188,699
-1%
减持
BALL
BALL CORP
-$3.4M
534,099
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.6M
207,447
-10%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$2.4M
281,098
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.4M
331,316
+20%
减持
LOW
LOWES COS INC
-$2.3M
7,122
-51%
减持
MA
MASTERCARD INCORPORATED
-$2.1M
154,415
-3%
增持
IGSB
ISHARES TR
-$1.8M
819,048
+0%
增持
QQQ
INVESCO QQQ TR
+$1.5M
7,814
+127%
建仓
GAP
GAP INC
+$1.3M
95,000
减持
ADI
ANALOG DEVICES INC
-$1.3M
15,057
-30%
增持
SYK
STRYKER CORPORATION
+$1.0M
106,811
+4%
增持
VTI
VANGUARD INDEX FDS
-$919.0K
75,439
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$759.0K
1,196
-68%
清仓
—
ISHARES TR
-$727.0K
0
-100%
减持
IDXX
IDEXX LABS INC
-$726.0K
5,586
-3%
建仓
—
NEW YORK CMNTY BANCORP INC
+$655.0K
61,121
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$564.0K
1,150
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$563.0K
1,359
+279%
增持
AMZN
AMAZON COM INC
-$500.0K
15,156
+1%
增持
—
EXXON MOBIL CORP
+$497.0K
19,949
+6%
清仓
—
IHS MARKIT LTD
-$402.0K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$383.0K
934
减持
ABT
ABBOTT LABS
-$347.0K
14,741
-1%
增持
AAPL
APPLE INC
+$340.0K
99,793
+4%
减持
GOOGL
ALPHABET INC
-$335.0K
2,220
-1%
减持
—
DUPONT DE NEMOURS INC
-$306.0K
14,827
-14%
建仓
TXN
TEXAS INSTRS INC
+$305.0K
1,665
减持
ABBV
ABBVIE INC
+$299.0K
11,242
-0%
增持
GLD
SPDR GOLD TR
+$297.0K
7,785
+20%
清仓
SYNA
SYNAPTICS INC
-$290.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$287.0K
6,325
+17%
增持
VOO
VANGUARD INDEX FDS
+$280.0K
9,277
+13%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$273.0K
146,037
+2%
减持
ZTS
ZOETIS INC
-$266.0K
3,019
-12%
清仓
—
PIPER SANDLER COMPANIES
-$262.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$252.0K
2,494
清仓
—
HELEN OF TROY LTD
-$244.0K
0
-100%
减持
CTVA
CORTEVA INC
+$232.0K
33,202
-6%
建仓
FMC
FMC CORP
+$230.0K
1,750
减持
TROW
PRICE T ROWE GROUP INC
-$229.0K
4,872
-1%
减持
DIS
DISNEY WALT CO
-$228.0K
10,878
-2%
减持
PG
PROCTER AND GAMBLE CO
-$226.0K
15,365
-2%
增持
JPM
JPMORGAN CHASE & CO
-$225.0K
19,181
+7%
清仓
FTDR
FRONTDOOR INC
-$225.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$219.0K
0
-100%
清仓
—
E2OPEN PARENT HOLDINGS INC
-$218.0K
0
-100%
建仓
CI
CIGNA CORP NEW
+$214.0K
895
建仓
PSX
PHILLIPS 66
+$213.0K
2,465
清仓
DHI
D R HORTON INC
-$211.0K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$210.0K
0
-100%
建仓
CVE
CENOVUS ENERGY INC
+$209.0K
12,500
增持
VZ
VERIZON COMMUNICATIONS INC
+$209.0K
35,267
+15%
建仓
SU
SUNCOR ENERGY INC NEW
+$205.0K
6,281
建仓
WMB
WILLIAMS COS INC
+$202.0K
6,054
清仓
WM
WASTE MGMT INC DEL
-$200.0K
0
-100%
增持
PFE
PFIZER INC
-$199.0K
34,510
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$197.0K
12,609
+9%
减持
CVX
CHEVRON CORP NEW
+$196.0K
4,341
-0%
增持
IWM
ISHARES TR
+$180.0K
4,431
+35%
减持
MYFW
FIRST WESTN FINL INC
-$163.0K
94,822
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$158.0K
1,620
+3%
减持
TGT
TARGET CORP
-$138.0K
3,817
-7%
增持
JNJ
JOHNSON & JOHNSON
+$122.0K
18,138
+0%
减持
IGIB
ISHARES TR
-$111.0K
10,297
-10%
增持
MRK
MERCK & CO INC
+$109.0K
9,437
+9%
减持
PPG
PPG INDS INC
-$106.0K
1,683
-11%
增持
CL
COLGATE PALMOLIVE CO
-$106.0K
11,540
+0%
减持
ET
ENERGY TRANSFER L P
+$106.0K
60,240
-13%
增持
UPS
UNITED PARCEL SERVICE INC
+$105.0K
3,715
+15%
增持
VYM
VANGUARD WHITEHALL FDS
+$100.0K
13,278
+7%
增持
KO
COCA COLA CO
+$97.0K
34,584
+0%
增持
—
MEDTRONIC PLC
+$96.0K
6,724
+7%
增持
—
BLACKROCK INC
-$92.0K
632
+1%
增持
ALL
ALLSTATE CORP
+$88.0K
3,100
+7%
增持
V
VISA INC
+$81.0K
13,038
+1%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$77.0K
46,153
-3%
增持
EEM
ISHARES TR
-$76.0K
20,638
+0%
减持
ARCC
ARES CAPITAL CORP
-$75.0K
25,429
-11%
减持
MPLX
MPLX LP
+$74.0K
35,120
-5%
增持
—
CANADIAN PAC RY LTD
+$72.0K
5,405
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$72.0K
1,880
-3%
减持
CMCSA
COMCAST CORP NEW
-$72.0K
6,298
-14%
减持
AMGN
AMGEN INC
-$69.0K
2,811
-16%
增持
PLD
PROLOGIS INC.
+$68.0K
2,101
+30%
减持
FISV
FISERV INC
-$67.0K
6,116
-8%
减持
CBRE
CBRE GROUP INC
-$66.0K
2,530
-8%
增持
RY
ROYAL BK CDA
+$63.0K
7,626
+4%
增持
EMR
EMERSON ELEC CO
+$56.0K
10,246
+0%
增持
A
AGILENT TECHNOLOGIES INC
-$53.0K
2,058
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$46.0K
129,374
-1%
增持
FEZ
SPDR INDEX SHS FDS
+$44.0K
10,135
+27%
增持
IJR
ISHARES TR
-$44.0K
13,958
+3%
减持
DOW
DOW INC
-$42.0K
14,012
-15%
增持
BNL
BROADSTONE NET LEASE INC
-$41.0K
21,589
+5%
增持
PEP
PEPSICO INC
-$39.0K
8,954
+1%
增持
IVV
ISHARES TR
+$37.0K
895
+16%
减持
STZ
CONSTELLATION BRANDS INC
-$34.0K
1,075
-4%
增持
SCHG
SCHWAB STRATEGIC TR
-$34.0K
4,750
+100%
增持
SBUX
STARBUCKS CORP
+$33.0K
4,386
+40%
减持
BABA
ALIBABA GROUP HLDG LTD
-$30.0K
2,174
-3%
增持
BAC
BK OF AMERICA CORP
-$30.0K
13,828
+3%
减持
GLW
CORNING INC
-$29.0K
12,626
-5%
减持
—
BROOKFIELD ASSET MGMT INC
-$27.0K
6,112
-1%
增持
TSLA
TESLA INC
+$26.0K
756
+1%
增持
AMAT
APPLIED MATLS INC
+$23.0K
6,522
+23%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$22.0K
5,035
-2%
增持
CSCO
CISCO SYS INC
+$18.0K
8,429
+18%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$12.0K
1,579
-2%
减持
COST
COSTCO WHSL CORP NEW
+$12.0K
2,484
-1%
增持
WMT
WALMART INC
+$9.0K
2,115
+0%
增持
USB
US BANCORP DEL
+$2.0K
5,267
+7%
减持
RHI
ROBERT HALF INTL INC
+$2.0K
2,860
-2%
增持
BX
BLACKSTONE INC
+$0
4,557
+2%