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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 58
减持 70
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
RTX
RTX CORPORATION
+$21.0M
258,846
+2221%
增持
MRK
MERCK & CO INC
+$17.9M
172,410
+1960%
减持
WMB
WILLIAMS COS INC
-$17.2M
558,507
-49%
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
—
EXXON MOBIL CORP
+$13.6M
152,324
+1011%
减持
ADBE
ADOBE INC
-$13.0M
43,107
-43%
减持
MSFT
MICROSOFT CORP
+$11.4M
216,957
-2%
减持
UNP
UNION PAC CORP
-$11.2M
111,941
-41%
增持
VOO
VANGUARD INDEX FDS
+$10.7M
98,839
+19%
增持
MOAT
VANECK ETF TRUST
+$10.6M
702,009
+9%
增持
QUAL
ISHARES TR
+$10.1M
541,748
+3%
减持
CRM
SALESFORCE INC
+$10.0M
175,375
-2%
减持
—
AON PLC
-$6.7M
165,496
-2%
减持
AAPL
APPLE INC
+$6.6M
369,345
-2%
减持
AMZN
AMAZON COM INC
+$6.4M
284,279
-2%
增持
SPSM
SPDR SER TR
+$5.9M
1,062,042
+1%
增持
VTI
VANGUARD INDEX FDS
+$4.6M
89,758
+14%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.4M
281,002
-2%
减持
MCD
MCDONALDS CORP
+$4.4M
161,548
-2%
减持
META
META PLATFORMS INC
+$4.3M
86,038
-1%
增持
QQQ
INVESCO QQQ TR
+$4.1M
23,968
+51%
减持
NVR
NVR INC
+$3.7M
4,786
-4%
减持
HD
HOME DEPOT INC
+$3.5M
99,455
-3%
减持
CVX
CHEVRON CORP NEW
-$3.4M
129,781
-4%
减持
MA
MASTERCARD INCORPORATED
+$3.1M
137,437
-2%
减持
GOOG
ALPHABET INC
+$3.0M
518,031
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$2.4M
73,835
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
254,822
-3%
减持
IGSB
ISHARES TR
-$1.2M
514,790
-7%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
173,178
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
84,394
-2%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
22,199
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$708.5K
146,627
+2%
减持
MINT
PIMCO ETF TR
-$680.9K
19,892
-25%
清仓
MYFW
FIRST WESTN FINL INC
-$638.5K
0
-100%
增持
V
VISA INC
+$589.7K
12,258
+8%
增持
JPM
JPMORGAN CHASE & CO
+$531.6K
18,958
+2%
增持
AVGO
BROADCOM INC
+$496.2K
1,388
+9%
增持
GOOGL
ALPHABET INC
+$477.0K
34,713
+4%
增持
DHI
D R HORTON INC
+$419.7K
7,900
+9%
增持
GLD
SPDR GOLD TR
+$375.9K
10,820
+10%
减持
SPY
SPDR S&P 500 ETF TR
+$348.9K
13,033
-5%
建仓
DG
DOLLAR GEN CORP NEW
+$317.9K
2,338
建仓
NEE
NEXTERA ENERGY INC
+$310.7K
5,115
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$291.1K
110,082
-6%
减持
PFE
PFIZER INC
-$288.7K
35,748
-10%
增持
AMAT
APPLIED MATLS INC
+$283.9K
7,242
+13%
减持
NKE
NIKE INC
-$281.2K
4,084
-46%
减持
ORCL
ORACLE CORP
-$258.6K
169,597
-1%
增持
ADI
ANALOG DEVICES INC
+$258.3K
10,946
+0%
建仓
AMT
AMERICAN TOWER CORP NEW
+$248.0K
1,149
建仓
VXUS
VANGUARD STAR FDS
+$246.9K
4,260
建仓
—
PIONEER NAT RES CO
+$243.1K
1,081
清仓
BSV
VANGUARD BD INDEX FDS
-$227.1K
0
-100%
清仓
—
EATON CORP PLC
-$226.7K
0
-100%
减持
BA
BOEING CO
+$224.2K
3,459
-2%
减持
MO
ALTRIA GROUP INC
-$223.7K
5,402
-49%
增持
ABT
ABBOTT LABS
+$220.6K
14,814
+2%
建仓
CBRE
CBRE GROUP INC
+$220.3K
2,366
清仓
PPG
PPG INDS INC
-$218.5K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$218.0K
0
-100%
清仓
EFA
ISHARES TR
-$217.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$215.9K
11,834
+13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$215.2K
1,108
-30%
清仓
—
WELLS FARGO CO NEW
-$213.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$211.9K
6,897
-5%
减持
CTVA
CORTEVA INC
-$207.7K
27,270
-8%
建仓
—
BANK AMERICA CORP
+$207.3K
172
建仓
EFV
ISHARES TR
+$205.3K
3,941
清仓
GS
GOLDMAN SACHS GROUP INC
-$204.5K
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$203.8K
4,315
建仓
IXUS
ISHARES TR
+$201.3K
3,100
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$201.1K
2,543
减持
IVV
ISHARES TR
+$196.3K
4,544
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$195.5K
326,471
-3%
增持
IWF
ISHARES TR
+$187.2K
3,188
+9%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$180.1K
3,827
+51%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$167.3K
54,008
+21%
增持
SLV
ISHARES SILVER TR
+$164.7K
22,562
+40%
增持
LOW
LOWES COS INC
+$161.1K
10,488
+0%
减持
CCI
CROWN CASTLE INC
+$153.4K
9,823
-8%
减持
—
BROOKFIELD RENEWABLE CORP
+$149.6K
56,855
-8%
减持
VICI
VICI PPTYS INC
+$148.7K
62,546
-1%
减持
PEP
PEPSICO INC
-$142.3K
111,622
-1%
减持
COST
COSTCO WHSL CORP NEW
+$141.7K
2,006
-4%
增持
CSCO
CISCO SYS INC
+$128.3K
8,947
+49%
增持
AMGN
AMGEN INC
+$124.1K
4,087
+4%
增持
—
ACCENTURE PLC IRELAND
+$118.9K
1,780
+8%
增持
ARCC
ARES CAPITAL CORP
+$118.6K
46,135
+12%
增持
SOXX
ISHARES TR
+$117.1K
644
+20%
增持
DE
DEERE & CO
+$115.6K
1,933
+11%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$114.4K
2,353
-33%
增持
VTV
VANGUARD INDEX FDS
+$112.8K
3,970
+14%
增持
SPGI
S&P GLOBAL INC
+$109.7K
988
+11%
减持
BALL
BALL CORP
-$107.9K
3,538
-43%
增持
CMCSA
COMCAST CORP NEW
-$107.7K
492,750
+1%
减持
SHOP
SHOPIFY INC
+$101.9K
4,650
-3%
增持
KO
COCA COLA CO
+$100.9K
33,399
+0%
减持
STIP
ISHARES TR
-$96.7K
8,965
-11%
增持
BX
BLACKSTONE INC
+$91.4K
3,211
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$91.2K
19,830
-2%
增持
EQIX
EQUINIX INC
+$88.5K
1,112
+0%
增持
ABBV
ABBVIE INC
+$79.8K
10,460
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$75.5K
1,210
+1%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$74.2K
10,977
减持
CL
COLGATE PALMOLIVE CO
+$73.7K
9,190
-1%
增持
WMT
WALMART INC
+$72.8K
3,910
+15%
增持
HON
HONEYWELL INTL INC
+$72.7K
1,639
+12%
减持
—
BLACKROCK INC
+$71.1K
606
-7%
增持
—
DUPONT DE NEMOURS INC
+$61.1K
13,375
+3%
减持
BAC
BANK AMERICA CORP
+$59.0K
9,456
-0%
增持
FISV
FISERV INC
+$58.2K
2,729
+1%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$56.4K
67,830
+4%
减持
SHEL
SHELL PLC
-$51.2K
4,515
-17%
减持
APD
AIR PRODS & CHEMS INC
-$51.0K
3,660
-2%
减持
TGT
TARGET CORP
+$50.2K
2,819
-11%
增持
ZTS
ZOETIS INC
+$49.4K
1,935
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$49.2K
11,185
+4%
增持
NSC
NORFOLK SOUTHN CORP
+$47.6K
1,062
+3%
增持
LLY
ELI LILLY & CO
+$46.9K
755
+3%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
+$46.6K
12,066
-13%
减持
VB
VANGUARD INDEX FDS
-$45.4K
2,266
-19%
增持
PSX
PHILLIPS 66
+$41.9K
2,600
+3%
减持
PLD
PROLOGIS INC.
+$41.4K
2,113
-1%
减持
HSY
HERSHEY CO
-$40.6K
2,551
-1%
清仓
—
APOLLO COML REAL ESTATE FIN
-$39.9K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$39.3K
55,154
+1%
增持
DVY
ISHARES TR
+$34.9K
2,864
+2%
增持
—
MEDTRONIC PLC
+$31.4K
6,922
+1%
减持
TROW
PRICE T ROWE GROUP INC
-$29.0K
4,326
-8%
减持
UPS
UNITED PARCEL SERVICE INC
-$28.3K
3,712
-5%
减持
DLR
DIGITAL RLTY TR INC
+$25.4K
2,060
-1%
增持
XEL
XCEL ENERGY INC
+$24.2K
3,812
+3%
减持
NFLX
NETFLIX INC
-$23.6K
606
-28%
增持
CI
THE CIGNA GROUP
+$23.0K
1,377
+1%
减持
CVS
CVS HEALTH CORP
+$22.6K
3,083
-3%
增持
SBUX
STARBUCKS CORP
+$21.8K
3,821
+1%
建仓
—
FREYR BATTERY INC
+$20.3K
10,875
减持
DOW
DOW INC
+$20.1K
11,887
-3%
减持
MPLX
MPLX LP
+$19.8K
30,662
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$19.7K
2,929
-1%
增持
TXN
TEXAS INSTRS INC
+$19.4K
1,405
+2%
减持
BND
VANGUARD BD INDEX FDS
-$17.8K
3,854
-11%
增持
EMR
EMERSON ELEC CO
+$17.1K
5,724
+2%
增持
STZ
CONSTELLATION BRANDS INC
+$16.6K
1,812
+8%
减持
QSR
RESTAURANT BRANDS INTL INC
-$15.1K
2,713
-20%
减持
MMM
3M CO
+$14.9K
3,151
-10%
减持
USB
US BANCORP DEL
-$14.7K
5,151
-28%
减持
INTC
INTEL CORP
+$12.7K
6,146
-26%
减持
MDLZ
MONDELEZ INTL INC
+$10.9K
9,043
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$9.9K
4,843
-9%
