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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 60
减持 50
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
URTH
ISHARES INC
+$57.9M
341,698
减持
MOAT
VANECK ETF TRUST
-$52.6M
266,054
-70%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$26.9M
203,367
-14%
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
MSFT
MICROSOFT CORP
+$26.0M
212,633
+0%
减持
SPSM
SPDR SERIES TRUST
-$21.7M
104,242
-84%
增持
NVDA
NVIDIA CORPORATION
+$21.5M
363,226
+10%
减持
AVGO
BROADCOM INC
+$21.1M
203,070
-2%
减持
JNJ
JOHNSON & JOHNSON
-$19.8M
15,808
-88%
增持
ZTS
ZOETIS INC
+$19.8M
129,033
+6579%
增持
AMZN
AMAZON COM INC
+$19.0M
320,165
+19%
增持
NVO
NOVO-NORDISK A S
+$17.7M
393,332
+189%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$16.3M
269,109
+0%
减持
MRK
MERCK & CO INC
-$13.7M
9,886
-94%
减持
META
META PLATFORMS INC
+$12.3M
78,587
-1%
减持
AAPL
APPLE INC
-$9.8M
340,447
-5%
增持
VOO
VANGUARD INDEX FDS
+$9.7M
152,519
+2%
减持
GOOG
ALPHABET INC
+$7.9M
398,683
-1%
增持
QUAL
ISHARES TR
+$7.7M
551,170
+1%
减持
—
ASML HOLDING N V
+$5.8M
44,304
-1%
建仓
USB
US BANCORP DEL
+$5.5M
121,150
减持
—
AON PLC
-$5.3M
102,502
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$4.4M
113,337
+49%
增持
SAP
SAP SE
+$4.3M
108,284
+1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$4.2M
15
-21%
增持
QQQ
INVESCO QQQ TR
+$4.0M
41,488
+11%
减持
BN
BROOKFIELD CORP
+$4.0M
428,018
-0%
增持
TXN
TEXAS INSTRS INC
+$3.5M
121,514
+0%
减持
WMT
WALMART INC
+$3.3M
362,879
-1%
减持
RTX
RTX CORPORATION
+$3.1M
274,242
-2%
减持
ABBV
ABBVIE INC
-$2.8M
11,803
-50%
减持
VTI
VANGUARD INDEX FDS
+$2.7M
104,041
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.4M
8,073
+261%
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
23,019
+33%
减持
—
EXXON MOBIL CORP
-$2.2M
172,813
-2%
增持
TBIL
RBB FD INC
+$1.9M
968,882
+4%
减持
DE
DEERE & CO
+$1.9M
54,301
-1%
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
130,585
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
34,253
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.7M
171,200
+8%
减持
SYY
SYSCO CORP
-$1.5M
5,598
-78%
增持
CTVA
CORTEVA INC
+$1.1M
34,002
+51%
减持
—
CHUBB LIMITED
-$1.1M
83,565
-0%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
476,469
-3%
减持
LLY
ELI LILLY & CO
-$1.1M
16,301
-2%
增持
IWF
ISHARES TR
+$1.1M
5,573
+56%
增持
JAAA
JANUS DETROIT STR TR
+$1.0M
1,246,410
+2%
增持
SHEL
SHELL PLC
+$998.6K
34,514
+77%
减持
CME
CME GROUP INC
+$921.1K
110,694
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$915.0K
42,772
-35%
清仓
—
NOMAD FOODS LTD
-$864.6K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$844.8K
0
-100%
减持
ORCL
ORACLE CORP
+$816.0K
10,654
-2%
建仓
HERD
PACER FDS TR
+$791.3K
19,867
清仓
WPC
WP CAREY INC
-$686.7K
0
-100%
增持
GLD
SPDR GOLD TR
+$659.3K
13,158
+13%
增持
—
DUPONT DE NEMOURS INC
+$643.1K
25,159
+74%
减持
MA
MASTERCARD INCORPORATED
+$617.0K
122,918
-2%
建仓
SCHV
SCHWAB STRATEGIC TR
+$535.2K
19,344
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$515.3K
1,969
+75%
增持
IVV
ISHARES TR
+$514.3K
4,346
+12%
增持
VUG
VANGUARD INDEX FDS
+$502.2K
2,334
+66%
建仓
SHY
ISHARES TR
+$502.0K
6,058
建仓
IEF
ISHARES TR
+$495.1K
5,170
减持
—
EATON CORP PLC
+$488.7K
9,518
-11%
清仓
CCI
CROWN CASTLE INC
-$476.2K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
-$426.0K
73,874
+0%
清仓
FISV
FISERV INC
-$421.1K
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$420.1K
17,187
建仓
ARES
ARES MANAGEMENT CORPORATION
+$416.4K
2,404
建仓
FIVE
FIVE BELOW INC
+$398.3K
3,036
增持
NEE
NEXTERA ENERGY INC
-$376.8K
296,416
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$374.8K
3,303
+37%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$374.6K
4,726
建仓
IEI
ISHARES TR
+$366.0K
3,073
增持
ATO
ATMOS ENERGY CORP
+$358.4K
16,553
+17%
增持
WSO
WATSCO INC
-$344.8K
5,484
+1%
减持
DIS
DISNEY WALT CO
+$333.7K
14,383
-2%
增持
AXP
AMERICAN EXPRESS CO
+$330.6K
6,185
+1%
增持
NFLX
NETFLIX INC
+$319.1K
748
+2%
清仓
DKNG
DRAFTKINGS INC NEW
-$296.6K
0
-100%
减持
ADI
ANALOG DEVICES INC
+$294.6K
9,870
-3%
清仓
BROS
DUTCH BROS INC
-$284.6K
0
-100%
减持
LOW
LOWES COS INC
-$279.6K
18,599
-2%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$275.0K
1,211
增持
MUB
ISHARES TR
+$274.7K
5,024
+112%
增持
KKR
KKR & CO INC
+$266.9K
5,699
+34%
减持
CVX
CHEVRON CORP NEW
-$266.1K
5,912
-11%
建仓
VO
VANGUARD INDEX FDS
+$260.8K
932
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$260.4K
4,999
减持
GOOGL
ALPHABET INC
-$259.9K
35,927
-16%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$255.7K
6,050
增持
COST
COSTCO WHSL CORP NEW
+$253.9K
3,265
+4%
建仓
SHLD
GLOBAL X FDS
+$250.3K
4,155
建仓
INDY
ISHARES TR
+$250.2K
4,601
增持
SHOP
SHOPIFY INC
+$249.8K
6,191
+27%
减持
WM
WASTE MGMT INC DEL
-$248.9K
12,900
-7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$247.3K
13,688
+44%
建仓
DLN
WISDOMTREE TR
+$243.5K
2,964
增持
NN
NEXTNAV INC
+$240.7K
49,001
+14%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$238.6K
164,270
+14%
增持
EMR
EMERSON ELEC CO
+$234.9K
8,984
+2%
建仓
KMI
KINDER MORGAN INC DEL
+$232.3K
7,901
增持
TSLA
TESLA INC
+$230.0K
1,828
+35%
建仓
CMI
CUMMINS INC
+$229.3K
700
建仓
GEV
GE VERNOVA INC
+$222.8K
421
减持
BTI
BRITISH AMERN TOB PLC
+$221.6K
37,500
-0%
减持
IDXX
IDEXX LABS INC
+$219.5K
2,277
-5%
建仓
IDEV
ISHARES TR
+$218.3K
2,871
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$218.3K
12,531
-4%
建仓
XLY
SELECT SECTOR SPDR TR
+$217.3K
1,000
增持
DOW
DOW INC
+$214.8K
23,799
+100%
清仓
OVV
OVINTIV INC
-$211.9K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$209.8K
0
-100%
清仓
HDV
ISHARES TR
-$208.1K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$207.1K
3,104
+11%
建仓
ITB
ISHARES TR
+$205.0K
2,200
建仓
NKE
NIKE INC
+$204.7K
2,881
清仓
VXUS
VANGUARD STAR FDS
-$204.2K
0
-100%
清仓
SJM
SMUCKER J M CO
-$204.0K
0
-100%
建仓
WHR
WHIRLPOOL CORP
+$202.8K
2,000
建仓
IEMG
ISHARES INC
+$201.8K
3,361
建仓
T
AT&T INC
+$201.0K
6,946
增持
—
ACCENTURE PLC IRELAND
+$187.8K
11,087
+11%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$184.1K
6,764
+24%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$178.6K
110,702
+31%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$173.4K
2,819
+24%
减持
NVR
NVR INC
+$170.7K
4,080
-1%
减持
MCD
MCDONALDS CORP
-$162.8K
7,303
-1%
增持
NOW
SERVICENOW INC
+$159.0K
617
+3%
增持
CAT
CATERPILLAR INC
+$156.5K
2,076
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$151.3K
1,725
+66%
减持
UNP
UNION PAC CORP
-$144.9K
9,565
-4%
增持
GE
GE AEROSPACE
+$144.1K
2,502
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$143.1K
970
-27%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$139.6K
6,119
+9%
增持
INTU
INTUIT
+$136.2K
724
+2%
减持
PANW
PALO ALTO NETWORKS INC
+$131.9K
4,380
-2%
减持
PFE
PFIZER INC
-$126.1K
29,512
-11%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$121.7K
44,650
-6%
减持
MPLX
MPLX LP
-$121.3K
34,199
-3%
减持
AMAT
APPLIED MATLS INC
+$120.9K
6,225
-11%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$119.0K
80,280
+7%
增持
GLW
CORNING INC
+$118.8K
11,441
+8%
增持
VTV
VANGUARD INDEX FDS
+$116.6K
6,125
+10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$113.5K
5,210
+19%
增持
AMGN
AMGEN INC
-$112.4K
4,651
+3%
增持
VB
VANGUARD INDEX FDS
+$111.9K
2,249
+18%
减持
HD
HOME DEPOT INC
-$111.1K
89,047
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$110.2K
1,141
-1%
减持
PWR
QUANTA SVCS INC
+$108.8K
942
-3%
