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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 27
增持 50
减持 59
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$16.6M
83,056
+117%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.8M
284,408
-1%
减持
AMZN
AMAZON COM INC
-$10.3M
298,304
-5%
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
NKE
NIKE INC
+$9.4M
296,206
-3%
减持
MA
MASTERCARD INCORPORATED
+$8.6M
149,207
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$8.0M
82,805
-1%
建仓
QUAL
ISHARES TR
+$7.4M
65,168
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$7.1M
201,600
-17%
减持
GOOG
ALPHABET INC
-$6.0M
569,446
-3%
减持
—
AON PLC
+$5.1M
193,087
-2%
减持
MCD
MCDONALDS CORP
+$4.7M
177,953
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.0M
80,818
-4%
减持
WMB
WILLIAMS COS INC
+$3.9M
1,277,786
-4%
减持
CRM
SALESFORCE INC
-$3.8M
187,397
-6%
减持
EQIX
EQUINIX INC
+$3.7M
54,269
-3%
减持
META
META PLATFORMS INC
-$3.7M
88,068
-16%
减持
HD
HOME DEPOT INC
+$3.5M
109,003
-3%
减持
CCI
CROWN CASTLE INC
-$3.2M
260,887
-2%
减持
EL
LAUDER ESTEE COS INC
+$3.0M
140,717
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
14,119
+99%
减持
—
INMODE LTD
+$2.8M
670,482
-8%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
123,435
-3%
增持
NVR
NVR INC
+$2.4M
3,448
+2%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
120,479
-1%
减持
JNJ
JOHNSON & JOHNSON
+$2.2M
194,221
-1%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
83,187
+4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.6M
138,165
-14%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
343,004
+10%
减持
—
MASIMO CORP
-$1.2M
243,546
-8%
减持
UNP
UNION PAC CORP
+$1.1M
203,318
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
163,011
+3%
减持
AAPL
APPLE INC
-$1.1M
108,803
-1%
减持
AVTR
AVANTOR INC
+$1.1M
1,430,423
-4%
增持
QQQ
INVESCO QQQ TR
+$972.2K
11,714
+46%
增持
DG
DOLLAR GEN CORP NEW
+$922.5K
137,647
+0%
减持
IGSB
ISHARES TR
-$853.5K
646,231
-4%
增持
JPM
JPMORGAN CHASE & CO
+$713.5K
18,721
+9%
清仓
TSLA
TESLA INC
-$679.0K
0
-100%
增持
PFE
PFIZER INC
+$574.4K
50,906
+10%
增持
PG
PROCTER AND GAMBLE CO
+$556.4K
18,906
+3%
清仓
—
TWITTER INC
-$549.0K
0
-100%
增持
KO
COCA COLA CO
+$531.7K
48,258
+7%
清仓
SHY
ISHARES TR
-$517.0K
0
-100%
建仓
QCOM
QUALCOMM INC
+$510.3K
4,642
减持
—
BROOKFIELD RENEWABLE CORP
-$470.5K
74,275
-4%
减持
BALL
BALL CORP
+$430.2K
508,627
-4%
减持
IDXX
IDEXX LABS INC
+$430.1K
5,496
-1%
清仓
BP
BP PLC
-$405.0K
0
-100%
减持
MRK
MERCK & CO INC
+$403.5K
16,769
-1%
建仓
OXY
OCCIDENTAL PETE CORP
+$353.2K
5,607
建仓
IGIB
ISHARES TR
+$317.4K
6,410
建仓
XLK
SELECT SECTOR SPDR TR
+$316.7K
2,545
清仓
MBB
ISHARES TR
-$312.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$305.5K
3,703
+3%
减持
V
VISA INC
+$304.5K
12,040
-3%
增持
IWM
ISHARES TR
+$302.9K
6,463
+29%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$284.3K
14,163
+1%
减持
ABBV
ABBVIE INC
+$272.4K
11,264
-2%
增持
SU
SUNCOR ENERGY INC NEW
+$270.2K
16,425
+85%
增持
GOOGL
ALPHABET INC
-$268.4K
45,161
+2%
增持
GLD
SPDR GOLD TR
+$267.4K
9,092
+10%
清仓
—
BROOKFIELD ASSET MGMT INC
-$267.0K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$258.9K
5,664
减持
FISV
FISERV INC
-$258.7K
3,100
-49%
清仓
MINT
PIMCO ETF TR
-$252.0K
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$249.8K
3,850
增持
ARCC
ARES CAPITAL CORP
+$249.0K
33,189
+54%
减持
MMM
3M CO
-$248.9K
3,628
-41%
建仓
APO
APOLLO GLOBAL MGMT INC
+$248.8K
3,900
建仓
BA
BOEING CO
+$247.3K
1,298
建仓
FIVE
FIVE BELOW INC
+$243.6K
1,377
建仓
OTIS
OTIS WORLDWIDE CORP
+$241.6K
3,085
建仓
FDX
FEDEX CORP
+$238.3K
1,376
建仓
HON
HONEYWELL INTL INC
+$234.7K
1,095
增持
VICI
VICI PPTYS INC
+$232.7K
59,650
+5%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$231.0K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$230.1K
1,211
-45%
建仓
SJM
SMUCKER J M CO
+$229.8K
1,450
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$228.8K
3,904
+39%
建仓
SHEL
SHELL PLC
+$228.4K
4,010
建仓
—
ON HLDG AG
+$228.3K
13,305
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$219.8K
5,882
建仓
FMC
FMC CORP
+$218.4K
1,750
建仓
VBR
VANGUARD INDEX FDS
+$217.7K
1,371
清仓
PANW
PALO ALTO NETWORKS INC
-$217.0K
0
-100%
建仓
PLD
PROLOGIS INC.
+$216.9K
1,924
减持
—
EXXON MOBIL CORP
+$214.3K
23,067
-14%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$213.5K
1,290
增持
TJX
TJX COS INC NEW
+$211.4K
11,186
+2%
建仓
XAR
SPDR SER TR
+$207.4K
1,885
建仓
DLR
DIGITAL RLTY TR INC
+$206.6K
2,060
清仓
VNQ
VANGUARD INDEX FDS
-$205.0K
0
-100%
建仓
FND
FLOOR & DECOR HLDGS INC
+$203.7K
2,925
清仓
—
BK OF AMERICA CORP
-$202.0K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$201.7K
2,807
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$200.3K
819
增持
PEP
PEPSICO INC
+$200.1K
10,678
+1%
增持
ORCL
ORACLE CORP
+$187.7K
5,930
+22%
增持
EMR
EMERSON ELEC CO
+$176.7K
7,251
+2%
清仓
T
AT&T INC
-$172.0K
0
-100%
增持
DE
DEERE & CO
+$166.9K
1,742
+0%
增持
—
BLACKROCK INC
+$162.5K
671
+18%
减持
CVX
CHEVRON CORP NEW
+$155.9K
4,423
-0%
减持
DHI
D R HORTON INC
+$154.8K
7,267
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$153.1K
2,861
-29%
减持
—
MEDTRONIC PLC
-$150.1K
4,810
-26%
减持
—
CANADIAN PAC RY LTD
-$148.8K
2,845
-47%
增持
IWD
ISHARES TR
+$145.9K
3,692
+21%
增持
MDLZ
MONDELEZ INTL INC
+$144.2K
9,741
+6%
增持
IEFA
ISHARES TR
+$141.5K
7,212
+25%
增持
IJR
ISHARES TR
+$140.8K
16,862
+1%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$137.2K
9,511
+4%
清仓
NN
NEXTNAV INC
-$135.0K
0
-100%
减持
ABT
ABBOTT LABS
+$120.3K
15,915
-5%
减持
OPTU
ALTICE USA INC
-$119.2K
18,000
-48%
减持
MSFT
MICROSOFT CORP
+$111.4K
246,512
-3%
减持
MYFW
FIRST WESTN FINL INC
-$107.5K
42,435
-20%
减持
DIS
DISNEY WALT CO
-$106.8K
11,697
-2%
增持
DOV
DOVER CORP
+$106.6K
5,373
+1%
增持
AMAT
APPLIED MATLS INC
+$102.9K
6,540
+0%
增持
STZ
CONSTELLATION BRANDS INC
+$100.4K
1,499
+39%
增持
WMT
WALMART INC
+$98.6K
2,656
+24%
建仓
—
E2OPEN PARENT HOLDINGS INC
+$96.9K
16,500
增持
BAC
BANK AMERICA CORP
+$94.2K
11,569
+21%
减持
INTC
INTEL CORP
-$94.0K
13,092
-23%
增持
EEM
ISHARES TR
+$88.5K
26,109
+1%
增持
SBUX
STARBUCKS CORP
+$87.4K
4,339
+7%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$86.9K
3,129
+4%
减持
CMCSA
COMCAST CORP NEW
+$81.4K
22,117
-6%
减持
COST
COSTCO WHSL CORP NEW
-$81.0K
2,495
-3%
增持
VB
VANGUARD INDEX FDS
+$80.0K
1,798
+23%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$79.2K
51,320
+22%
增持
VV
VANGUARD INDEX FDS
+$73.6K
1,611
+27%
增持
SRE
SEMPRA
+$73.5K
4,604
+8%
增持
BNL
BROADSTONE NET LEASE INC
+$70.9K
25,040
+16%
减持
DOW
DOW INC
+$67.1K
12,325
-2%
减持
PYPL
PAYPAL HLDGS INC
-$66.3K
2,860
-9%
清仓
—
NEXTNAV INC
-$66.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$60.7K
25,779
+2%
减持
AXP
AMERICAN EXPRESS CO
+$57.9K
7,891
-4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$56.7K
1,167
+2%
减持
FXE
INVESCO CURRENCYSHARES EURO
-$53.1K
5,525
-17%
增持
CSCO
CISCO SYS INC
+$53.1K
5,669
+4%
增持
XEL
XCEL ENERGY INC
+$48.9K
3,893
+11%
减持
KMB
KIMBERLY-CLARK CORP
+$46.9K
2,018
-0%
减持
ET
ENERGY TRANSFER L P
-$45.9K
50,990
-14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$45.4K
1,185
-14%
减持
CI
CIGNA CORP NEW
+$42.6K
877
-2%
减持
—
LINDE PLC
+$38.3K
930
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$38.0K
60,730
+1%
