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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 46
减持 64
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
ORCL
ORACLE CORP
-$26.0M
10,824
-93%
增持
NEE
NEXTERA ENERGY INC
+$20.7M
295,584
+7157%
减持
LMT
LOCKHEED MARTIN CORP
-$19.2M
1,326
-97%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.5M
236,055
-1%
增持
TBIL
RBB FD INC
+$15.2M
929,700
+48%
减持
GOOG
ALPHABET INC
-$15.1M
402,035
-2%
增持
JAAA
JANUS DETROIT STR TR
+$14.4M
1,227,593
+30%
增持
AVGO
BROADCOM INC
-$13.2M
208,191
+0%
增持
DE
DEERE & CO
+$12.5M
54,835
+75%
减持
AAPL
APPLE INC
-$11.6M
358,645
-2%
减持
MSFT
MICROSOFT CORP
-$11.2M
212,557
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.0M
268,976
-4%
减持
AMZN
AMAZON COM INC
-$8.8M
269,366
-2%
增持
NVDA
NVIDIA CORPORATION
-$7.0M
330,730
+4%
减持
NVR
NVR INC
-$5.1M
4,136
-3%
增持
—
EXXON MOBIL CORP
+$4.8M
175,508
+17%
减持
SPSM
SPDR SER TR
-$4.5M
642,354
-6%
减持
RTX
RTX CORPORATION
+$4.0M
278,582
-2%
减持
HD
HOME DEPOT INC
-$3.5M
89,386
-4%
减持
CME
CME GROUP INC
+$3.3M
111,533
-2%
减持
—
AON PLC
+$3.1M
104,919
-3%
减持
—
ASML HOLDING N V
-$2.7M
44,775
-4%
减持
META
META PLATFORMS INC
-$2.6M
79,226
-4%
建仓
ATO
ATMOS ENERGY CORP
+$2.2M
14,184
减持
SAP
SAP SE
+$2.0M
106,724
-1%
减持
JNJ
JOHNSON & JOHNSON
+$2.0M
134,091
-4%
增持
BN
BROOKFIELD CORP
-$2.0M
429,266
+1%
减持
MRK
MERCK & CO INC
-$2.0M
161,286
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
17,263
+28%
增持
NVO
NOVO-NORDISK A S
-$1.7M
136,174
+5%
增持
LLY
ELI LILLY & CO
+$1.5M
16,696
+5%
减持
TXN
TEXAS INSTRS INC
-$1.5M
121,061
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.5M
129,354
+16%
增持
MOAT
VANECK ETF TRUST
-$1.4M
881,212
+4%
减持
WMT
WALMART INC
-$1.4M
366,117
-1%
减持
CMCSA
COMCAST CORP NEW
-$1.3M
490,259
-5%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
299,089
+8%
减持
—
CHUBB LIMITED
+$1.2M
83,833
-4%
清仓
LW
LAMB WESTON HLDGS INC
-$1.2M
0
-100%
增持
V
VISA INC
+$986.6K
24,624
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$938.9K
158,162
+7%
增持
QQQ
INVESCO QQQ TR
-$920.8K
37,362
+4%
减持
OWL
BLUE OWL CAPITAL INC
-$912.3K
108,479
-18%
减持
MA
MASTERCARD INCORPORATED
+$907.2K
124,891
-3%
增持
VOO
VANGUARD INDEX FDS
-$898.2K
149,699
+4%
增持
ABBV
ABBVIE INC
+$867.2K
23,809
+3%
建仓
—
NOMAD FOODS LTD
+$864.6K
44,000
增持
QUAL
ISHARES TR
-$845.9K
544,691
+3%
减持
MRVL
MARVELL TECHNOLOGY INC
-$716.9K
11,227
-12%
增持
GOOGL
ALPHABET INC
-$687.4K
42,624
+11%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$656.6K
65,653
+30%
清仓
UBER
UBER TECHNOLOGIES INC
-$645.3K
0
-100%
清仓
USB
US BANCORP DEL
-$623.1K
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$591.7K
2,236
-34%
减持
SHW
SHERWIN WILLIAMS CO
-$573.4K
73,861
-5%
建仓
IWB
ISHARES TR
+$555.2K
1,810
减持
IVV
ISHARES TR
-$539.7K
3,887
-16%
清仓
CAG
CONAGRA BRANDS INC
-$526.4K
0
-100%
减持
GLD
SPDR GOLD TR
+$523.1K
11,632
-0%
减持
UNP
UNION PAC CORP
-$481.0K
9,929
-20%
减持
CRM
SALESFORCE INC
-$465.9K
4,700
-9%
减持
LOW
LOWES COS INC
-$464.2K
18,892
-4%
增持
MPLX
MPLX LP
+$461.2K
35,181
+18%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$437.5K
75,280
-24%
增持
COST
COSTCO WHSL CORP NEW
+$435.6K
3,149
+13%
增持
HON
HONEYWELL INTL INC
+$432.1K
3,982
+119%
增持
CAT
CATERPILLAR INC
+$408.1K
1,969
+196%
减持
WM
WASTE MGMT INC DEL
+$406.9K
13,825
-0%
清仓
BIL
SPDR SER TR
-$402.3K
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$401.6K
16,040
减持
KKR
KKR & CO INC
-$389.7K
4,249
-29%
增持
MCD
MCDONALDS CORP
+$387.3K
7,352
+12%
减持
CTVA
CORTEVA INC
-$371.6K
22,591
-28%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$360.5K
0
-100%
建仓
SDY
SPDR SER TR
+$346.0K
2,550
减持
IWM
ISHARES TR
-$333.3K
5,028
-17%
建仓
BA
BOEING CO
+$329.2K
1,930
建仓
GILD
GILEAD SCIENCES INC
+$324.3K
2,894
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$314.3K
5,451
-33%
增持
VTI
VANGUARD INDEX FDS
-$310.3K
105,093
+4%
增持
ET
ENERGY TRANSFER L P
+$306.0K
60,674
+45%
清仓
HERD
PACER FDS TR
-$298.9K
0
-100%
增持
AMGN
AMGEN INC
+$293.2K
4,529
+6%
增持
WMB
WILLIAMS COS INC
+$292.7K
8,386
+118%
清仓
INVH
INVITATION HOMES INC
-$286.5K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$271.0K
0
-100%
建仓
YUM
YUM BRANDS INC
+$266.1K
1,691
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$264.2K
2,408
+58%
建仓
IJH
ISHARES TR
+$263.7K
4,519
增持
VTV
VANGUARD INDEX FDS
+$260.0K
5,592
+34%
减持
AXP
AMERICAN EXPRESS CO
-$255.4K
6,104
-5%
建仓
MUB
ISHARES TR
+$250.2K
2,373
减持
CCI
CROWN CASTLE INC
-$246.9K
4,569
-43%
减持
DIS
DISNEY WALT CO
-$246.6K
14,690
-4%
建仓
PGR
PROGRESSIVE CORP
+$242.3K
856
增持
—
EATON CORP PLC
-$233.0K
10,702
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$231.1K
19,989
+9%
清仓
WHR
WHIRLPOOL CORP
-$229.0K
0
-100%
建仓
QCOM
QUALCOMM INC
+$225.0K
1,464
建仓
AZO
AUTOZONE INC
+$225.0K
59
清仓
XLY
SELECT SECTOR SPDR TR
-$224.3K
0
-100%
清仓
NKE
NIKE INC
-$223.6K
0
-100%
减持
ABT
ABBOTT LABS
+$223.1K
13,885
-3%
建仓
DUK
DUKE ENERGY CORP NEW
+$222.5K
1,824
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$222.2K
13,090
+29%
建仓
EFV
ISHARES TR
+$221.7K
3,761
清仓
BND
VANGUARD BD INDEX FDS
-$221.6K
0
-100%
减持
DHR
DANAHER CORPORATION
-$220.6K
1,177
-42%
增持
—
ACCENTURE PLC IRELAND
+$219.9K
10,018
+21%
增持
SHEL
SHELL PLC
+$219.7K
19,535
+1%
清仓
LNG
CHENIERE ENERGY INC
-$217.8K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$217.0K
2,112
清仓
BF/B
BROWN FORMAN CORP
-$213.6K
0
-100%
建仓
OVV
OVINTIV INC
+$211.9K
4,951
增持
GE
GE AEROSPACE
+$209.3K
2,498
+43%
建仓
HDV
ISHARES TR
+$208.1K
1,718
清仓
LPX
LOUISIANA PAC CORP
-$207.1K
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$206.7K
9,600
建仓
VXUS
VANGUARD STAR FDS
+$204.2K
3,289
建仓
SJM
SMUCKER J M CO
+$204.0K
1,723
清仓
SG
SWEETGREEN INC
-$202.9K
0
-100%
清仓
PLD
PROLOGIS INC.
-$202.8K
0
-100%
清仓
MSGS
MADISON SQUARE GRDN SPRT COR
-$202.4K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$201.5K
4,480
+45%
增持
SCHD
SCHWAB STRATEGIC TR
+$201.0K
19,569
+54%
减持
PG
PROCTER AND GAMBLE CO
-$199.3K
132,833
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$197.1K
75,902
-4%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$192.8K
18,909
-10%
减持
SLV
ISHARES SILVER TR
-$190.1K
7,514
-53%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$185.6K
6,526
-31%
减持
ARCC
ARES CAPITAL CORP
-$184.5K
164,456
-6%
减持
WSO
WATSCO INC
+$184.0K
5,443
-0%
减持
—
MEDTRONIC PLC
-$177.6K
3,487
-43%
减持
IOO
ISHARES TR
-$172.8K
2,237
-42%
减持
BTI
BRITISH AMERN TOB PLC
+$167.2K
37,545
-2%
减持
EQIX
EQUINIX INC
-$164.3K
1,251
-0%
增持
TSLA
TESLA INC
-$161.8K
1,353
+7%
增持
IWF
ISHARES TR
+$160.5K
3,565
+27%
增持
CVX
CHEVRON CORP NEW
+$157.0K
6,651
+1%
减持
SYY
SYSCO CORP
-$156.9K
25,974
-6%
增持
COR
CENCORA INC
+$153.6K
2,724
+1%
减持
VICI
VICI PPTYS INC
+$151.5K
59,965
-3%
减持
—
TE CONNECTIVITY PLC
-$148.2K
1,898
-35%
减持
JPM
JPMORGAN CHASE & CO.
-$146.7K
33,235
-4%
减持
ADBE
ADOBE INC
-$142.1K
1,414
-8%
减持
VV
VANGUARD INDEX FDS
-$136.9K
10,489
-0%
增持
PM
PHILIP MORRIS INTL INC
+$136.8K
3,473
+1%
减持
—
DUPONT DE NEMOURS INC
-$136.3K
14,496
-9%
减持
APO
APOLLO GLOBAL MGMT INC
-$135.8K
4,772
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$134.6K
3,113
-39%
