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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 28
增持 49
减持 57
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
JAAA
JANUS DETROIT STR TR
+$26.6M
523,181
建仓
SAP
SAP SE
+$24.9M
108,619
增持
—
CHUBB LIMITED
+$23.0M
88,166
+812%
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
IGSB
ISHARES TR
-$22.6M
7,142
-98%
增持
NVDA
NVIDIA CORPORATION
+$20.0M
320,897
+109%
减持
ABT
ABBOTT LABS
-$19.8M
23,486
-89%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.0M
242,233
-2%
增持
MOAT
VANECK ETF TRUST
+$10.3M
820,877
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$10.1M
41,103
-44%
增持
VOO
VANGUARD INDEX FDS
+$9.4M
134,821
+9%
减持
GOOG
ALPHABET INC
-$8.5M
402,983
-3%
减持
QUAL
ISHARES TR
-$7.7M
572,102
-11%
减持
NVR
NVR INC
+$7.6M
4,410
-6%
减持
AAPL
APPLE INC
+$7.1M
369,159
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.5M
18
-5%
减持
—
ASML HOLDING N V
-$6.5M
31,734
-1%
减持
MSFT
MICROSOFT CORP
-$5.7M
216,676
-2%
减持
MA
MASTERCARD INCORPORATED
+$5.6M
131,914
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$5.4M
85,669
-2%
减持
RTX
RTX CORPORATION
+$5.3M
282,755
-2%
减持
—
AON PLC
+$5.1M
110,164
-2%
减持
HD
HOME DEPOT INC
+$4.4M
94,165
-4%
减持
META
META PLATFORMS INC
+$4.2M
84,553
-3%
减持
WMT
WALMART INC
+$4.2M
371,371
-2%
减持
ORCL
ORACLE CORP
+$3.7M
175,881
-6%
减持
AMZN
AMAZON COM INC
-$3.3M
277,874
-3%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$2.9M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
99,352
+5%
减持
CME
CME GROUP INC
+$2.6M
114,659
-1%
增持
TBIL
RBB FD INC
+$2.2M
195,672
+30%
减持
MRK
MERCK & CO INC
-$2.2M
180,767
-2%
清仓
IRM
IRON MTN INC DEL
-$2.2M
0
-100%
增持
AVGO
BROADCOM INC
+$2.0M
213,273
+885%
建仓
SHW
SHERWIN WILLIAMS CO
+$2.0M
5,315
减持
CVX
CHEVRON CORP NEW
-$2.0M
120,383
-5%
增持
NVO
NOVO-NORDISK A S
-$1.8M
114,884
+6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.8M
291,282
-3%
减持
UNP
UNION PAC CORP
+$1.6M
107,058
-2%
减持
JNJ
JOHNSON & JOHNSON
+$1.2M
149,062
-5%
减持
DE
DEERE & CO
+$1.2M
31,106
-1%
建仓
—
NXP SEMICONDUCTORS N V
+$1.1M
4,742
增持
—
SCHWAB CHARLES FAMILY FD
+$1.1M
4,878,000
+30%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$993.3K
5,544
减持
CMCSA
COMCAST CORP NEW
+$975.8K
527,663
-2%
减持
SPSM
SPDR SER TR
+$887.5K
704,528
-6%
增持
GLD
SPDR GOLD TR
+$849.7K
13,797
+18%
减持
LOW
LOWES COS INC
+$824.9K
19,018
-3%
清仓
TMUS
T-MOBILE US INC
-$784.7K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$750.7K
48,608
+71%
减持
TXN
TEXAS INSTRS INC
+$749.6K
114,285
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$704.8K
152,156
+3%
增持
V
VISA INC
+$680.2K
21,565
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$657.2K
13,405
+4%
增持
BTI
BRITISH AMERN TOB PLC
+$598.5K
37,500
+50%
增持
GOOGL
ALPHABET INC
-$535.7K
36,363
+1%
增持
ABBV
ABBVIE INC
+$530.9K
18,701
+1%
建仓
VGT
VANGUARD WORLD FD
+$519.1K
885
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$424.2K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$419.3K
2,777
清仓
—
TE CONNECTIVITY LTD
-$417.7K
0
-100%
减持
OWL
BLUE OWL CAPITAL INC
-$414.6K
131,230
-21%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$406.4K
279,508
-6%
减持
PG
PROCTER AND GAMBLE CO
+$394.1K
139,935
-3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$353.1K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$351.2K
34,353
+0%
增持
—
ACCENTURE PLC IRELAND
+$342.8K
6,601
+1%
清仓
ULTA
ULTA BEAUTY INC
-$329.9K
0
-100%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$315.4K
11,676
减持
SRE
SEMPRA
-$311.7K
5,621
-45%
清仓
HERD
PACER FDS TR
-$310.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$304.4K
4,821
+2%
增持
LLY
ELI LILLY & CO
-$286.1K
14,908
+0%
清仓
NGG
NATIONAL GRID PLC
-$284.0K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$271.0K
7,017
-2%
建仓
NOW
SERVICENOW INC
+$267.4K
299
减持
VICI
VICI PPTYS INC
+$266.6K
61,780
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$263.5K
33,978
-0%
减持
—
EATON CORP PLC
-$254.3K
9,341
-13%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$249.2K
23,595
+1%
清仓
PID
INVESCO EXCHANGE TRADED FD T
-$248.8K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$248.4K
587
清仓
BATRA
ATLANTA BRAVES HLDGS INC
-$248.0K
0
-100%
建仓
XEL
XCEL ENERGY INC
+$238.8K
3,657
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$237.9K
1,076
清仓
BP
BP PLC
-$232.2K
0
-100%
增持
CNQ
CANADIAN NAT RES LTD
+$231.7K
70,335
+19%
建仓
SG
SWEETGREEN INC
+$231.5K
6,529
建仓
ESGV
VANGUARD WORLD FD
+$229.4K
2,257
建仓
—
FERRARI N V
+$228.0K
485
清仓
AMT
AMERICAN TOWER CORP NEW
-$223.3K
0
-100%
清仓
BA
BOEING CO
-$219.1K
0
-100%
建仓
EFV
ISHARES TR
+$216.4K
3,761
建仓
LPX
LOUISIANA PAC CORP
+$214.9K
2,000
减持
KO
COCA COLA CO
+$214.7K
31,801
-2%
建仓
MS
MORGAN STANLEY
+$214.4K
2,057
建仓
WHR
WHIRLPOOL CORP
+$214.0K
2,000
清仓
AVTR
AVANTOR INC
-$213.1K
0
-100%
建仓
SDY
SPDR SER TR
+$213.1K
1,500
清仓
BALL
BALL CORP
-$212.4K
0
-100%
建仓
—
WELLS FARGO CO NEW
+$211.6K
165
建仓
IAU
ISHARES GOLD TR
+$210.3K
4,232
建仓
USB
US BANCORP DEL
+$207.9K
4,547
建仓
VNQ
VANGUARD INDEX FDS
+$207.8K
2,133
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$206.7K
144,023
+17%
建仓
SJM
SMUCKER J M CO
+$205.9K
1,700
建仓
ISRG
INTUITIVE SURGICAL INC
+$202.4K
412
建仓
IOO
ISHARES TR
+$201.6K
2,033
减持
—
BROOKFIELD RENEWABLE CORP
+$201.4K
49,729
-1%
增持
PEP
PEPSICO INC
+$200.9K
4,833
+28%
建仓
XLY
SELECT SECTOR SPDR TR
+$200.4K
1,000
增持
SYY
SYSCO CORP
+$195.2K
27,221
+1%
增持
SBUX
STARBUCKS CORP
+$188.9K
4,249
+47%
增持
IJR
ISHARES TR
+$185.0K
17,009
+1%
增持
IVV
ISHARES TR
+$173.8K
4,559
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$171.2K
11,837
+31%
增持
WSO
WATSCO INC
+$165.1K
5,377
+0%
减持
EQIX
EQUINIX INC
+$162.6K
1,251
-0%
减持
CCI
CROWN CASTLE INC
+$149.7K
7,973
-2%
增持
VB
VANGUARD INDEX FDS
+$149.0K
2,656
+20%
减持
—
EXXON MOBIL CORP
+$146.1K
150,829
-1%
增持
BX
BLACKSTONE INC
+$131.6K
2,850
+16%
增持
ARCC
ARES CAPITAL CORP
+$130.8K
156,015
+4%
减持
CTVA
CORTEVA INC
+$127.7K
27,193
-0%
增持
CI
THE CIGNA GROUP
+$122.9K
7,059
+0%
减持
APD
AIR PRODS & CHEMS INC
+$122.9K
3,531
-2%
增持
NN
NEXTNAV INC
+$121.0K
34,700
+17%
减持
AXP
AMERICAN EXPRESS CO
+$119.0K
6,793
-9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$116.4K
2,903
+1%
增持
DHR
DANAHER CORPORATION
+$107.6K
1,602
+18%
减持
XLK
SELECT SECTOR SPDR TR
-$106.5K
2,752
-14%
减持
—
DUPONT DE NEMOURS INC
+$103.7K
12,321
-0%
增持
COST
COSTCO WHSL CORP NEW
+$102.3K
2,475
+1%
减持
DIS
DISNEY WALT CO
-$100.6K
11,733
-5%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$100.3K
17,685
+0%
增持
TJX
TJX COS INC NEW
+$93.9K
11,861
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$93.6K
10,187
-2%
减持
—
BLACKROCK INC
+$93.4K
639
-2%
增持
HSY
HERSHEY CO
+$87.1K
2,860
+14%
减持
BAC
BANK AMERICA CORP
-$86.6K
10,805
-17%
增持
TSLA
TESLA INC
+$84.5K
1,217
+3%
增持
SHOP
SHOPIFY INC
+$82.7K
4,930
+4%
减持
IEV
ISHARES TR
-$80.8K
55,000
-8%
增持
PM
PHILIP MORRIS INTL INC
+$75.3K
3,416
+2%
减持
ADBE
ADOBE INC
-$73.9K
1,662
-1%
减持
ADI
ANALOG DEVICES INC
-$73.0K
9,571
-4%
增持
AMGN
AMGEN INC
+$70.4K
4,232
+2%
增持
EMR
EMERSON ELEC CO
+$66.0K
5,862
+12%
减持
MDLZ
MONDELEZ INTL INC
+$63.9K
8,737
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$61.0K
4,246
+15%
增持
SHEL
SHELL PLC
+$60.1K
19,322
+15%
