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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 23
减持 84
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
CCI
CROWN CASTLE INC
-$33.6M
12,861
-95%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$27.1M
290,503
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$24.6M
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。
增持
CVX
CHEVRON CORP NEW
+$21.9M
138,344
+3028%
增持
NVR
NVR INC
+$12.9M
5,125
+49%
减持
CRM
SALESFORCE INC
+$12.7M
186,622
-0%
减持
NVDA
NVIDIA CORPORATION
-$11.2M
24,190
-80%
减持
UNH
UNITEDHEALTH GROUP INC
-$8.8M
115,967
-4%
增持
META
META PLATFORMS INC
+$8.4M
88,782
+1%
减持
MSFT
MICROSOFT CORP
+$8.3M
232,646
-6%
减持
—
MASIMO CORP
+$7.9M
235,250
-3%
减持
GOOG
ALPHABET INC
+$7.2M
552,318
-3%
减持
AMZN
AMAZON COM INC
+$5.7M
296,350
-1%
减持
WMB
WILLIAMS COS INC
-$5.4M
1,223,282
-4%
减持
JNJ
JOHNSON & JOHNSON
-$5.3M
186,855
-4%
减持
DG
DOLLAR GEN CORP NEW
-$5.0M
135,740
-1%
增持
QUAL
ISHARES TR
+$4.1M
92,359
+42%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.8M
80,116
-1%
减持
EQIX
EQUINIX INC
+$2.8M
52,994
-2%
减持
HD
HOME DEPOT INC
-$2.8M
106,983
-2%
建仓
MINT
PIMCO ETF TR
+$2.7M
27,295
减持
—
INMODE LTD
-$2.5M
669,792
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.1M
276,188
-3%
减持
MCD
MCDONALDS CORP
+$2.0M
174,015
-2%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.9M
20
-17%
减持
BALL
BALL CORP
+$1.9M
504,388
-1%
减持
IGSB
ISHARES TR
-$1.8M
600,071
-7%
减持
LMT
LOCKHEED MARTIN CORP
-$1.8M
81,170
-2%
减持
MA
MASTERCARD INCORPORATED
+$1.8M
147,063
-1%
减持
UNP
UNION PAC CORP
-$1.7M
199,052
-2%
增持
VV
VANGUARD INDEX FDS
+$1.7M
10,504
+552%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
85,074
+2%
减持
VOO
VANGUARD INDEX FDS
+$1.4M
81,401
-2%
减持
AAPL
APPLE INC
+$1.3M
93,868
-14%
减持
NKE
NIKE INC
+$1.2M
291,374
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
177,304
+9%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.1M
120,923
-12%
减持
—
AON PLC
-$1.1M
179,366
-7%
减持
EL
LAUDER ESTEE COS INC
-$1.1M
136,185
-3%
减持
KO
COCA COLA CO
-$1.0M
32,623
-32%
减持
—
EXXON MOBIL CORP
-$1.0M
13,916
-40%
减持
PFE
PFIZER INC
-$1.0M
39,317
-23%
减持
MRK
MERCK & CO INC
-$935.7K
8,693
-48%
减持
PG
PROCTER AND GAMBLE CO
-$843.5K
13,598
-28%
清仓
CMCSA
COMCAST CORP NEW
-$773.4K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$721.9K
0
-100%
减持
PPG
PPG INDS INC
-$656.0K
1,683
-76%
减持
QQQ
INVESCO QQQ TR
+$650.1K
10,385
-11%
清仓
ATR
APTARGROUP INC
-$593.9K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$577.2K
10,566
-42%
清仓
SU
SUNCOR ENERGY INC NEW
-$521.2K
0
-100%
减持
PEP
PEPSICO INC
-$515.4K
7,755
-27%
减持
AVTR
AVANTOR INC
-$505.0K
1,399,010
-2%
增持
BA
BOEING CO
+$503.5K
3,532
+172%
减持
MYFW
FIRST WESTN FINL INC
-$498.0K
35,180
-17%
减持
ADI
ANALOG DEVICES INC
+$488.4K
14,854
-0%
清仓
PNC
PNC FINL SVCS GROUP INC
-$451.9K
0
-100%
减持
—
BROOKFIELD RENEWABLE CORP
+$408.2K
70,206
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$381.9K
13,142
-7%
增持
STIP
ISHARES TR
+$369.1K
6,018
+145%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$367.8K
10,840
-23%
清仓
OXY
OCCIDENTAL PETE CORP
-$353.2K
0
-100%
清仓
INTC
INTEL CORP
-$346.0K
0
-100%
建仓
ICLN
ISHARES TR
+$330.3K
16,148
减持
IWM
ISHARES TR
-$317.3K
4,538
-30%
清仓
FISV
FISERV INC
-$313.3K
0
-100%
建仓
—
LINDE PLC
+$304.6K
857
清仓
—
LINDE PLC
-$303.3K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$301.0K
3,625
清仓
VOE
VANGUARD INDEX FDS
-$285.6K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$281.2K
0
-100%
减持
ABT
ABBOTT LABS
-$267.3K
14,616
-8%
增持
GLD
SPDR GOLD TR
+$258.0K
9,151
+1%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$254.6K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$249.8K
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC
-$248.8K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$245.1K
2,324
建仓
GRBK
GREEN BRICK PARTNERS INC
+$244.5K
6,975
建仓
TSLA
TESLA INC
+$244.2K
1,177
清仓
OTIS
OTIS WORLDWIDE CORP
-$241.6K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$239.7K
1,200
清仓
CVS
CVS HEALTH CORP
-$237.7K
0
-100%
清仓
USB
US BANCORP DEL
-$237.4K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$234.3K
2,977
+66%
建仓
SCHC
SCHWAB STRATEGIC TR
+$232.5K
6,898
建仓
SHOP
SHOPIFY INC
+$222.9K
4,650
建仓
INTU
INTUIT
+$222.9K
500
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$219.8K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$217.7K
0
-100%
建仓
GM
GENERAL MTRS CO
+$216.4K
5,900
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$213.0K
4,982
清仓
PYPL
PAYPAL HLDGS INC
-$203.7K
0
-100%
清仓
FND
FLOOR & DECOR HLDGS INC
-$203.7K
0
-100%
建仓
—
PIPER SANDLER COMPANIES
+$203.6K
1,469
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$202.7K
0
-100%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$200.9K
2,993
建仓
—
BANK AMERICA CORP
+$200.9K
172
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$200.3K
0
-100%
减持
IVV
ISHARES TR
-$200.2K
4,848
-15%
减持
ABBV
ABBVIE INC
-$188.9K
10,237
-9%
减持
GOOGL
ALPHABET INC
-$177.0K
35,326
-22%
增持
BND
VANGUARD BD INDEX FDS
+$176.3K
5,119
+82%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$172.0K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$171.4K
4,748
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$167.4K
9,445
+72%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
+$158.3K
13,688
-5%
增持
XLE
SELECT SECTOR SPDR TR
+$156.0K
5,975
+54%
减持
AMAT
APPLIED MATLS INC
+$146.5K
6,378
-2%
减持
EMR
EMERSON ELEC CO
-$146.5K
6,314
-13%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$129.8K
2,847
-11%
增持
VICI
VICI PPTYS INC
+$125.8K
63,103
+6%
减持
—
CHUBB LIMITED
-$123.7K
4,475
-1%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$108.6K
58,491
+14%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$105.6K
3,604
-8%
减持
KR
KROGER CO
-$103.9K
6,010
-33%
清仓
—
E2OPEN PARENT HOLDINGS INC
-$96.9K
0
-100%
减持
LOW
LOWES COS INC
-$95.9K
10,283
-5%
减持
V
VISA INC
+$92.9K
10,517
-13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$91.5K
23,765
-8%
减持
IDXX
IDEXX LABS INC
+$89.2K
4,662
-15%
增持
FDX
FEDEX CORP
+$87.7K
1,427
+4%
增持
SHEL
SHELL PLC
+$82.9K
5,410
+35%
增持
—
MEDTRONIC PLC
+$81.2K
5,645
+17%
减持
WFC
WELLS FARGO CO NEW
-$81.2K
10,439
-9%
减持
APD
AIR PRODS & CHEMS INC
-$79.1K
3,699
-0%
减持
AMGN
AMGEN INC
-$70.5K
2,923
-1%
减持
AVGO
BROADCOM INC
+$68.8K
1,242
-5%
减持
BAC
BANK AMERICA CORP
-$68.5K
11,005
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$66.5K
1,068
-12%
增持
ARCC
ARES CAPITAL CORP
+$65.4K
37,123
+12%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$64.7K
2,537
-1%
减持
CSCO
CISCO SYS INC
-$63.0K
3,961
-30%
减持
ORCL
ORACLE CORP
-$57.6K
4,597
-22%
增持
HON
HONEYWELL INTL INC
+$55.5K
1,518
+39%
减持
BX
BLACKSTONE INC
-$55.2K
3,171
-29%
减持
SNPS
SYNOPSYS INC
+$51.9K
837
-2%
增持
PLD
PROLOGIS INC.
+$50.2K
2,141
+11%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$47.4K
338,253
-1%
减持
FXE
INVESCO CURRENCYSHARES EURO
-$44.9K
5,000
-10%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$42.9K
2,963
-5%
减持
DOW
DOW INC
+$41.3K
12,083
-2%
减持
MPLX
MPLX LP
+$40.5K
34,466
-2%
减持
FIVE
FIVE BELOW INC
+$40.1K
1,000
-27%
减持
LLY
LILLY ELI & CO
-$38.7K
814
-6%
减持
—
TE CONNECTIVITY LTD
+$37.6K
2,777
-2%
减持
GLW
CORNING INC
+$36.7K
11,934
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$35.7K
4,391
-7%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$34.4K
58,007
-4%
减持
—
BLACKROCK INC
-$33.2K
661
-1%
增持
MDLZ
MONDELEZ INTL INC
+$33.1K
9,787
+0%
