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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 61
减持 52
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
CRM
SALESFORCE INC
-$50.1M
5,713
-97%
减持
MCD
MCDONALDS CORP
-$29.6M
8,573
-92%
增持
WMT
WALMART INC
+$25.1M
380,538
+3136%
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
TXN
TEXAS INSTRS INC
+$22.6M
117,505
+8187%
增持
PG
PROCTER AND GAMBLE CO
+$21.6M
144,571
+931%
减持
ADBE
ADOBE INC
-$20.7M
1,682
-96%
增持
ABT
ABBOTT LABS
+$19.8M
216,440
+799%
减持
PEP
PEPSICO INC
-$18.4M
3,765
-97%
增持
QUAL
ISHARES TR
+$17.7M
645,679
+15%
增持
AAPL
APPLE INC
+$15.3M
374,661
+1%
增持
NVO
NOVO-NORDISK A S
+$13.0M
108,678
+452%
增持
LLY
ELI LILLY & CO
+$12.9M
14,903
+1772%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$11.5M
301,129
+0%
增持
DE
DEERE & CO
+$11.1M
31,537
+1697%
增持
MSFT
MICROSOFT CORP
+$6.4M
221,439
+1%
增持
AVGO
BROADCOM INC
+$6.1M
21,643
+0%
减持
MA
MASTERCARD INCORPORATED
-$5.8M
135,007
-1%
增持
VOO
VANGUARD INDEX FDS
+$5.5M
123,549
+6%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$4.7M
0
-100%
增持
TBIL
RBB FD INC
+$4.7M
151,004
+165%
减持
—
AON PLC
-$4.6M
112,592
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.5M
246,960
-1%
增持
AMZN
AMAZON COM INC
+$4.3M
285,103
+1%
减持
HD
HOME DEPOT INC
-$4.2M
98,011
-1%
增持
—
ASML HOLDING N V
+$3.3M
32,169
+6%
减持
JNJ
JOHNSON & JOHNSON
-$3.2M
156,816
-5%
增持
META
META PLATFORMS INC
+$3.1M
87,581
+4%
减持
NVR
NVR INC
-$3.0M
4,697
-1%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$2.9M
204,105
减持
ORCL
ORACLE CORP
+$2.9M
186,331
-0%
减持
UNP
UNION PAC CORP
-$2.6M
109,706
-1%
建仓
WSO
WATSCO INC
+$2.5M
5,353
减持
CMCSA
COMCAST CORP NEW
-$2.3M
537,913
-0%
减持
IGSB
ISHARES TR
-$2.1M
447,776
-8%
减持
—
EXXON MOBIL CORP
-$1.9M
152,312
-9%
增持
CME
CME GROUP INC
-$1.9M
115,511
+1%
减持
CCI
CROWN CASTLE INC
-$1.8M
8,149
-67%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
153,300
+706%
减持
GOOG
ALPHABET INC
-$1.6M
413,689
-19%
减持
MRK
MERCK & CO INC
-$1.6M
183,691
-0%
增持
GOOGL
ALPHABET INC
+$1.4M
36,051
+6%
减持
SPSM
SPDR SER TR
-$1.4M
750,676
-1%
增持
QQQ
INVESCO QQQ TR
+$1.4M
34,262
+1%
增持
—
ACCENTURE PLC IRELAND
+$1.4M
6,560
+265%
增持
CAT
CATERPILLAR INC
+$1.3M
4,747
+617%
清仓
PAYX
PAYCHEX INC
-$1.3M
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$1.3M
0
-100%
增持
—
SCHWAB CHARLES FAMILY FD
+$1.3M
3,743,000
+52%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
87,745
-0%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
94,991
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.0M
295,876
-6%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$916.1K
28,415
增持
RTX
RTX CORPORATION
+$907.4K
288,233
+0%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$708.1K
17,671
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$681.9K
7,362
增持
LOW
LOWES COS INC
-$629.4K
19,623
+1%
清仓
MINT
PIMCO ETF TR
-$605.5K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$576.7K
2,461
+19%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$519.3K
5,052
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$496.1K
8,372
减持
—
LYONDELLBASELL INDUSTRIES N
-$437.8K
12,052
-23%
减持
CVX
CHEVRON CORP NEW
-$431.3K
126,205
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$425.1K
12,925
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$410.4K
101,856
-5%
建仓
SYLD
CAMBRIA ETF TR
+$409.1K
5,992
清仓
DG
DOLLAR GEN CORP NEW
-$364.9K
0
-100%
减持
IDXX
IDEXX LABS INC
-$352.6K
3,421
-9%
建仓
VUG
VANGUARD INDEX FDS
+$351.9K
941
清仓
FIVE
FIVE BELOW INC
-$350.1K
0
-100%
增持
IWR
ISHARES TR
+$316.4K
10,303
+67%
建仓
HERD
PACER FDS TR
+$310.4K
8,352
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$309.4K
98,312
+23%
增持
JPM
JPMORGAN CHASE & CO.
+$296.7K
34,120
+3%
减持
ADI
ANALOG DEVICES INC
+$288.3K
9,971
-1%
清仓
WMB
WILLIAMS COS INC
-$273.9K
0
-100%
减持
SYY
SYSCO CORP
-$272.4K
27,030
-0%
清仓
CVS
CVS HEALTH CORP
-$269.7K
0
-100%
清仓
EFV
ISHARES TR
-$267.2K
0
-100%
增持
V
VISA INC
-$262.4K
19,999
+1%
清仓
NAC
NUVEEN CA QUALTY MUN INCOME
-$249.9K
0
-100%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$248.8K
13,886
增持
ARCC
ARES CAPITAL CORP
+$248.4K
150,489
+8%
清仓
EL
LAUDER ESTEE COS INC
-$247.6K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$244.8K
7,156
+2%
清仓
VXUS
VANGUARD STAR FDS
-$241.5K
0
-100%
建仓
COWZ
PACER FDS TR
+$236.5K
4,340
增持
IVV
ISHARES TR
+$231.6K
4,488
+6%
增持
SPGI
S&P GLOBAL INC
+$226.2K
1,463
+46%
建仓
UBER
UBER TECHNOLOGIES INC
+$223.5K
3,075
清仓
XLY
SELECT SECTOR SPDR TR
-$220.7K
0
-100%
增持
DIS
DISNEY WALT CO
-$218.9K
12,380
+5%
减持
OWL
BLUE OWL CAPITAL INC
-$217.2K
166,492
-1%
建仓
BN
BROOKFIELD CORP
+$217.2K
5,229
清仓
QSR
RESTAURANT BRANDS INTL INC
-$215.5K
0
-100%
清仓
SJM
SMUCKER J M CO
-$214.0K
0
-100%
清仓
—
FERRARI N V
-$211.4K
0
-100%
清仓
USB
US BANCORP DEL
-$210.1K
0
-100%
增持
GLD
SPDR GOLD TR
+$209.0K
11,645
+4%
清仓
GM
GENERAL MTRS CO
-$208.4K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$205.3K
0
-100%
清仓
—
WELLS FARGO CO NEW
-$201.2K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$196.8K
800,520
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$176.9K
3,217
+22%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$167.4K
148,333
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$165.1K
10,437
-5%
增持
CNQ
CANADIAN NAT RES LTD
+$154.0K
59,106
+131%
增持
AXP
AMERICAN EXPRESS CO
+$149.9K
7,442
+8%
减持
IRM
IRON MTN INC DEL
+$146.5K
24,069
-4%
增持
TJX
TJX COS INC NEW
+$145.7K
11,810
+4%
减持
VB
VANGUARD INDEX FDS
-$144.7K
2,206
-19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$143.7K
2,177
+88%
增持
INTU
INTUIT
+$139.7K
709
+41%
增持
CI
THE CIGNA GROUP
-$135.1K
7,026
+4%
增持
AMGN
AMGEN INC
+$131.7K
4,139
+1%
增持
ABBV
ABBVIE INC
-$129.0K
18,436
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$126.4K
1,398
+14%
减持
DOW
DOW INC
-$122.1K
11,887
-9%
增持
IWM
ISHARES TR
+$121.1K
6,425
+14%
减持
ULTA
ULTA BEAUTY INC
-$117.8K
855
-0%
减持
BA
BOEING CO
-$116.5K
1,204
-31%
减持
XLE
SELECT SECTOR SPDR TR
-$114.9K
4,928
-18%
减持
—
BROOKFIELD RENEWABLE CORP
+$107.8K
50,132
-6%
减持
BX
BLACKSTONE INC
-$102.6K
2,462
-21%
增持
BAC
BANK AMERICA CORP
+$89.5K
12,958
+15%
减持
IJR
ISHARES TR
-$86.7K
16,917
-1%
减持
—
MEDTRONIC PLC
-$84.6K
6,813
-4%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$78.9K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$78.4K
17,629
-2%
减持
SCHG
SCHWAB STRATEGIC TR
-$74.1K
2,006
-33%
减持
LMT
LOCKHEED MARTIN CORP
-$71.2K
73,000
-3%
增持
CL
COLGATE PALMOLIVE CO
+$70.7K
5,642
+7%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$69.1K
44,550
+18%
减持
STIP
ISHARES TR
-$66.7K
6,954
-9%
增持
NKE
NIKE INC
-$66.3K
4,831
+5%
增持
SRE
SEMPRA
+$64.0K
10,279
+3%
减持
KR
KROGER CO
-$59.1K
4,632
-9%
减持
IEFA
ISHARES TR
-$55.6K
5,185
-11%
减持
GLW
CORNING INC
+$55.5K
10,534
-2%
增持
—
EATON CORP PLC
+$55.3K
10,685
+1%
清仓
—
MFA FINL INC
-$55.1K
0
-100%
减持
SBUX
STARBUCKS CORP
-$54.8K
2,894
-6%
建仓
NN
NEXTNAV INC
+$54.5K
29,635
减持
BND
VANGUARD BD INDEX FDS
-$53.2K
3,147
-18%
增持
DHR
DANAHER CORPORATION
+$52.1K
1,352
+18%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$52.0K
23,428
+0%
减持
TMUS
T-MOBILE US INC
+$50.1K
4,454
-1%
减持
MDLZ
MONDELEZ INTL INC
-$49.6K
8,860
-1%
增持
SHOP
SHOPIFY INC
-$46.4K
4,730
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$45.5K
2,878
-2%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$44.5K
3,116
+6%
