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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 46
增持 56
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
ASML HOLDING N V
+$29.6M
30,463
增持
AVGO
BROADCOM INC
+$27.1M
21,608
+1457%
建仓
CME
CME GROUP INC
+$24.6M
114,192
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
WMB
WILLIAMS COS INC
-$19.2M
7,029
-99%
减持
MCD
MCDONALDS CORP
-$16.1M
112,624
-30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.1M
249,552
-2%
增持
VOO
VANGUARD INDEX FDS
+$13.1M
117,023
+18%
增持
QUAL
ISHARES TR
+$12.9M
563,454
+4%
减持
SPSM
SPDR SER TR
-$12.2M
756,957
-29%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$11.6M
300,173
+7%
增持
MSFT
MICROSOFT CORP
+$11.0M
220,090
+1%
减持
META
META PLATFORMS INC
+$10.6M
84,548
-2%
减持
—
AON PLC
-$10.5M
112,774
-32%
增持
MOAT
VANECK ETF TRUST
+$9.6M
769,035
+10%
减持
AMZN
AMAZON COM INC
+$7.6M
281,609
-1%
增持
AAPL
APPLE INC
-$7.5M
370,754
+0%
减持
MA
MASTERCARD INCORPORATED
+$6.7M
135,723
-1%
增持
RTX
RTX CORPORATION
+$6.2M
287,381
+11%
减持
NVDA
NVIDIA CORPORATION
+$6.2M
19,024
-14%
增持
ORCL
ORACLE CORP
+$5.6M
186,631
+10%
增持
MRK
MERCK & CO INC
+$5.5M
184,316
+7%
减持
CRM
SALESFORCE INC
+$5.4M
171,136
-2%
增持
QQQ
INVESCO QQQ TR
+$5.2M
33,853
+41%
减持
NVR
NVR INC
+$5.1M
4,766
-0%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$4.7M
279,494
减持
GOOG
ALPHABET INC
+$4.5M
508,938
-2%
增持
—
EXXON MOBIL CORP
+$4.2M
167,007
+10%
减持
ADBE
ADOBE INC
-$4.1M
42,835
-1%
减持
HD
HOME DEPOT INC
+$3.5M
98,900
-1%
增持
JPM
JPMORGAN CHASE & CO
+$3.4M
32,973
+74%
建仓
IEV
ISHARES TR
+$3.3M
60,000
建仓
—
EATON CORP PLC
+$3.3M
10,538
建仓
OWL
BLUE OWL CAPITAL INC
+$3.2M
168,212
增持
VTI
VANGUARD INDEX FDS
+$3.0M
93,654
+4%
建仓
WM
WASTE MGMT INC DEL
+$2.9M
13,686
建仓
TBIL
RBB FD INC
+$2.9M
57,089
增持
LOW
LOWES COS INC
+$2.6M
19,454
+85%
建仓
NVO
NOVO-NORDISK A S
+$2.5M
19,702
建仓
—
SCHWAB CHARLES FAMILY FD
+$2.5M
2,470,000
增持
V
VISA INC
+$2.3M
19,749
+61%
建仓
SYY
SYSCO CORP
+$2.2M
27,126
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.1M
23,316
增持
CI
THE CIGNA GROUP
+$2.0M
6,767
+391%
建仓
IRM
IRON MTN INC DEL
+$2.0M
25,066
增持
ARCC
ARES CAPITAL CORP
+$2.0M
138,704
+201%
建仓
CNQ
CANADIAN NAT RES LTD
+$2.0M
25,552
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.9M
120,427
增持
CMCSA
COMCAST CORP NEW
+$1.8M
539,470
+9%
增持
ABBV
ABBVIE INC
+$1.7M
18,073
+73%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$1.6M
15,552
增持
—
CHUBB LIMITED
+$1.5M
9,670
+116%
增持
CCI
CROWN CASTLE INC
+$1.5M
24,589
+150%
减持
MINT
PIMCO ETF TR
-$1.4M
6,022
-70%
减持
IGSB
ISHARES TR
-$1.4M
487,848
-5%
建仓
PAYX
PAYCHEX INC
+$1.3M
10,808
建仓
—
NXP SEMICONDUCTORS N V
+$1.3M
5,242
建仓
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$1.2M
80,599
增持
ABT
ABBOTT LABS
+$1.1M
24,084
+63%
增持
UNH
UNITEDHEALTH GROUP INC
-$994.3K
87,804
+4%
减持
JNJ
JOHNSON & JOHNSON
-$989.1K
165,338
-5%
增持
SHEL
SHELL PLC
+$897.7K
17,822
+295%
建仓
—
AERCAP HOLDINGS NV
+$869.1K
10,000
减持
CVX
CHEVRON CORP NEW
+$814.2K
127,884
-1%
建仓
BTI
BRITISH AMERN TOB PLC
+$762.5K
25,000
建仓
TMUS
T-MOBILE US INC
+$734.7K
4,501
增持
LMT
LOCKHEED MARTIN CORP
+$704.4K
75,119
+2%
清仓
—
NEW YORK CMNTY BANCORP INC
-$625.3K
0
-100%
建仓
WPC
WP CAREY INC
+$614.1K
10,881
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$576.5K
37,900
减持
BA
BOEING CO
-$566.0K
1,739
-50%
清仓
CNC
CENTENE CORP DEL
-$562.6K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$523.0K
316,106
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$474.5K
149,452
+2%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$430.2K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$414.3K
12,635
-3%
减持
IDXX
IDEXX LABS INC
-$408.2K
3,740
-14%
建仓
BIL
SPDR SER TR
+$403.9K
4,400
增持
DIS
DISNEY WALT CO
+$379.6K
11,835
+0%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$349.0K
22,678
-58%
清仓
MMM
3M CO
-$344.5K
0
-100%
建仓
NGG
NATIONAL GRID PLC
+$341.1K
5,000
减持
—
BROOKFIELD RENEWABLE CORP
-$321.9K
53,520
-6%
清仓
NEE
NEXTERA ENERGY INC
-$310.7K
0
-100%
清仓
INTC
INTEL CORP
-$308.8K
0
-100%
增持
SRE
SEMPRA
+$298.4K
9,993
+78%
减持
UPS
UNITED PARCEL SERVICE INC
-$289.5K
1,979
-47%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$289.1K
969
-59%
建仓
DHR
DANAHER CORPORATION
+$285.7K
1,144
增持
AXP
AMERICAN EXPRESS CO
+$281.3K
6,910
+0%
减持
GOOGL
ALPHABET INC
+$278.5K
33,973
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$275.4K
17,929
+6%
减持
AMAT
APPLIED MATLS INC
+$270.3K
7,002
-3%
建仓
AVTR
AVANTOR INC
+$257.1K
10,053
减持
CL
COLGATE PALMOLIVE CO
-$255.7K
5,295
-42%
建仓
BATRA
ATLANTA BRAVES HLDGS INC
+$251.4K
6,000
增持
PG
PROCTER AND GAMBLE CO
+$250.4K
14,019
+1%
建仓
EL
LAUDER ESTEE COS INC
+$247.6K
1,606
建仓
GD
GENERAL DYNAMICS CORP
+$244.0K
864
清仓
—
PIONEER NAT RES CO
-$243.1K
0
-100%
建仓
CAT
CATERPILLAR INC
+$242.6K
662
清仓
XEL
XCEL ENERGY INC
-$236.0K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$235.7K
107,119
-3%
建仓
PWR
QUANTA SVCS INC
+$233.8K
900
建仓
TRV
TRAVELERS COMPANIES INC
+$233.1K
1,013
建仓
—
ON HLDG AG
+$230.0K
6,500
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$229.9K
2,028
增持
GLD
SPDR GOLD TR
+$226.3K
11,155
+3%
建仓
GWW
GRAINGER W W INC
+$223.1K
219
建仓
XLY
SELECT SECTOR SPDR TR
+$220.7K
1,200
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$217.0K
1,579
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$213.6K
1,170
建仓
MRSH
MARSH & MCLENNAN COS INC
+$210.9K
1,024
建仓
AMD
ADVANCED MICRO DEVICES INC
+$209.4K
1,160
建仓
GM
GENERAL MTRS CO
+$208.4K
4,595
建仓
BP
BP PLC
+$207.0K
5,493
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$205.3K
3,075
增持
WFC
WELLS FARGO CO NEW
+$201.9K
14,209
+12%
建仓
—
WELLS FARGO CO NEW
+$201.2K
165
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$201.1K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$198.4K
56,605
+3%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$198.2K
80,012
+18%
增持
COST
COSTCO WHSL CORP NEW
+$190.6K
2,068
+3%
减持
ADI
ANALOG DEVICES INC
-$185.7K
10,050
-8%
增持
LLY
ELI LILLY & CO
+$179.5K
796
+5%
增持
SOXX
ISHARES TR
+$172.6K
2,406
+274%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$171.7K
1,307
+18%
增持
MSI
MOTOROLA SOLUTIONS INC
+$144.2K
3,398
+0%
增持
VB
VANGUARD INDEX FDS
+$142.3K
2,737
+21%
减持
APD
AIR PRODS & CHEMS INC
-$130.4K
3,598
-2%
增持
PSX
PHILLIPS 66
+$129.1K
2,910
+12%
增持
KKR
KKR & CO INC
+$126.1K
7,090
+0%
减持
SLV
ISHARES SILVER TR
-$126.0K
16,062
-29%
减持
STIP
ISHARES TR
-$125.3K
7,629
-15%
减持
PFE
PFIZER INC
-$121.3K
32,717
-8%
增持
BAC
BANK AMERICA CORP
+$107.4K
11,229
+19%
减持
UNP
UNION PAC CORP
-$106.0K
111,369
-1%
增持
TJX
TJX COS INC NEW
+$103.9K
11,384
+2%
增持
DOW
DOW INC
+$100.9K
12,994
+9%
增持
DHI
D R HORTON INC
+$100.1K
7,905
+0%
增持
TGT
TARGET CORP
+$98.6K
2,822
+0%
增持
FISV
FISERV INC
+$95.8K
2,868
+5%
增持
APO
APOLLO GLOBAL MGMT INC
+$94.7K
4,779
+1%
增持
WMT
WALMART INC
+$91.0K
11,758
+201%
减持
SBUX
STARBUCKS CORP
-$86.8K
3,065
-20%
增持
OXY
OCCIDENTAL PETE CORP
+$86.1K
6,940
+14%
增持
NFLX
NETFLIX INC
+$83.3K
623
+3%
减持
IWF
ISHARES TR
+$81.4K
3,109
-2%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$77.5K
12,242
+1%
减持
PEP
PEPSICO INC
+$72.5K
108,739
-3%
增持
STZ
CONSTELLATION BRANDS INC
+$71.2K
1,874
+3%
