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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 57
减持 61
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$29.5M
137,759
-32%
增持
GOOG
ALPHABET INC
+$27.3M
402,434
+1%
增持
NVDA
NVIDIA CORPORATION
+$26.7M
450,584
+24%
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
PG
PROCTER AND GAMBLE CO
-$18.9M
12,712
-90%
减持
AAPL
APPLE INC
+$16.6M
339,634
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$13.9M
268,011
-0%
建仓
UPS
UNITED PARCEL SERVICE INC
+$13.0M
155,408
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$12.6M
220,872
减持
AVGO
BROADCOM INC
+$10.5M
201,533
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$9.3M
11,838
-91%
减持
MOAT
VANECK ETF TRUST
-$8.9M
161,743
-39%
增持
TBIL
RBB FD INC
+$8.7M
1,142,072
+18%
增持
—
ASML HOLDING N V
+$7.4M
44,370
+0%
增持
QUAL
ISHARES TR
+$7.0M
554,127
+1%
增持
QQQ
INVESCO QQQ TR
+$6.2M
46,187
+11%
减持
VOO
VANGUARD INDEX FDS
+$6.1M
151,418
-1%
增持
URTH
ISHARES INC
+$5.9M
351,532
+3%
减持
RTX
RTX CORPORATION
+$5.6M
272,983
-0%
减持
NVO
NOVO-NORDISK A S
-$5.3M
393,320
-0%
增持
JAAA
JANUS DETROIT STR TR
+$4.6M
1,337,136
+7%
减持
CMCSA
COMCAST CORP NEW
-$4.6M
393,817
-17%
减持
SAP
SAP SE
-$4.2M
107,455
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
114,211
+1%
增持
ARCC
ARES CAPITAL CORP
+$3.8M
370,159
+118%
增持
VTI
VANGUARD INDEX FDS
+$3.5M
107,059
+3%
减持
HD
HOME DEPOT INC
+$3.4M
88,977
-0%
增持
BN
BROOKFIELD CORP
+$3.2M
433,161
+1%
减持
DE
DEERE & CO
-$3.0M
53,720
-1%
减持
TXN
TEXAS INSTRS INC
-$3.0M
120,845
-1%
减持
MSFT
MICROSOFT CORP
+$3.0M
209,955
-1%
增持
NVR
NVR INC
+$2.9M
4,110
+1%
增持
GOOGL
ALPHABET INC
+$2.7M
37,293
+4%
减持
—
ACCENTURE PLC IRELAND
-$2.6M
3,053
-72%
减持
ZTS
ZOETIS INC
-$1.8M
125,463
-3%
减持
NEE
NEXTERA ENERGY INC
+$1.7M
295,463
-0%
减持
WMT
WALMART INC
+$1.5M
358,646
-1%
增持
LOW
LOWES COS INC
+$1.4M
22,017
+18%
减持
SPGI
S&P GLOBAL INC
-$1.3M
1,504
-60%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
181,395
+6%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.0M
9,677
+20%
减持
SPY
SPDR S&P 500 ETF TR
+$1.0M
19,654
-15%
减持
LLY
ELI LILLY & CO
-$957.6K
15,399
-6%
减持
—
CHUBB LIMITED
-$941.1K
82,443
-1%
增持
VUG
VANGUARD INDEX FDS
+$814.6K
3,832
+64%
减持
—
EXXON MOBIL CORP
+$713.2K
171,551
-1%
减持
CME
CME GROUP INC
-$691.9K
110,358
-0%
增持
IAU
ISHARES GOLD TR
+$651.7K
14,978
+113%
减持
JPM
JPMORGAN CHASE & CO.
+$613.6K
33,427
-2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$579.2K
2,843
+44%
减持
MCD
MCDONALDS CORP
-$539.8K
5,245
-28%
减持
ORCL
ORACLE CORP
+$529.3K
10,164
-5%
减持
—
AON PLC
-$528.2K
101,073
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$502.5K
1,250
-56%
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$496.7K
10,000
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$494.8K
306,094
+2%
增持
ATO
ATMOS ENERGY CORP
+$462.6K
17,649
+7%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$437.3K
43,000
清仓
CL
COLGATE PALMOLIVE CO
-$436.4K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$420.1K
0
-100%
增持
TSLA
TESLA INC
+$419.4K
2,249
+23%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$418.1K
26,000
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$410.0K
3,536
+105%
建仓
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$407.1K
29,500
减持
CRM
SALESFORCE INC
-$393.9K
4,058
-18%
建仓
BND
VANGUARD BD INDEX FDS
+$360.1K
4,842
增持
IWF
ISHARES TR
+$347.3K
5,793
+4%
增持
SHY
ISHARES TR
+$336.6K
10,108
+67%
增持
—
EATON CORP PLC
+$333.8K
9,971
+5%
建仓
AGG
ISHARES TR
+$301.1K
3,003
减持
GLD
SPDR GOLD TR
+$280.6K
12,073
-8%
增持
VTV
VANGUARD INDEX FDS
+$277.2K
7,291
+19%
减持
DIS
DISNEY WALT CO
-$276.7K
13,161
-8%
增持
IEF
ISHARES TR
+$276.0K
7,994
+55%
建仓
MTH
MERITAGE HOMES CORP
+$268.4K
3,705
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$260.4K
0
-100%
建仓
C
CITIGROUP INC
+$254.1K
2,503
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$252.7K
1,385
建仓
MBB
ISHARES TR
+$252.4K
2,653
建仓
VXF
VANGUARD INDEX FDS
+$249.5K
1,192
减持
COST
COSTCO WHSL CORP NEW
-$247.0K
3,225
-1%
建仓
DGRO
ISHARES TR
+$242.3K
3,560
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$242.1K
3,853
+100%
减持
ABBV
ABBVIE INC
+$240.8K
10,502
-11%
减持
TJX
TJX COS INC NEW
+$239.9K
11,551
-0%
建仓
VLO
VALERO ENERGY CORP
+$239.4K
1,406
减持
SHW
SHERWIN WILLIAMS CO
-$238.2K
72,567
-2%
增持
—
DUPONT DE NEMOURS INC
+$237.0K
25,195
+0%
减持
SPSM
SPDR SERIES TRUST
-$236.5K
90,765
-13%
增持
META
META PLATFORMS INC
+$230.7K
79,298
+1%
建仓
FNV
FRANCO NEV CORP
+$226.3K
1,015
增持
BTI
BRITISH AMERN TOB PLC
+$225.6K
37,688
+1%
清仓
GEV
GE VERNOVA INC
-$222.8K
0
-100%
增持
SHOP
SHOPIFY INC
+$220.3K
6,288
+2%
减持
IDXX
IDEXX LABS INC
+$219.5K
2,255
-1%
清仓
IDEV
ISHARES TR
-$218.3K
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$217.3K
3,637
清仓
DUK
DUKE ENERGY CORP NEW
-$215.2K
0
-100%
建仓
GM
GENERAL MTRS CO
+$212.4K
3,484
减持
USB
US BANCORP DEL
+$209.4K
117,762
-3%
建仓
VGT
VANGUARD WORLD FD
+$207.6K
278
建仓
VRT
VERTIV HOLDINGS CO
+$206.6K
1,369
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$206.1K
4,063
建仓
IWO
ISHARES TR
+$205.1K
641
建仓
—
WELLS FARGO CO NEW
+$203.7K
165
建仓
MSGS
MADISON SQUARE GRDN SPRT COR
+$203.6K
897
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$203.1K
16,245
+19%
清仓
WHR
WHIRLPOOL CORP
-$202.8K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$200.5K
2,047
增持
IEI
ISHARES TR
+$196.9K
4,710
+53%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$186.6K
1,868
+54%
减持
CAT
CATERPILLAR INC
+$180.8K
2,068
-0%
增持
IJR
ISHARES TR
+$180.8K
17,999
+0%
增持
V
VISA INC
-$167.4K
24,477
+2%
减持
ALL
ALLSTATE CORP
-$165.5K
2,170
-31%
增持
EEM
ISHARES TR
+$159.9K
27,891
+1%
减持
EMR
EMERSON ELEC CO
-$159.4K
7,916
-12%
增持
MS
MORGAN STANLEY
+$155.1K
3,200
+27%
减持
ABT
ABBOTT LABS
-$142.8K
13,204
-6%
增持
IWM
ISHARES TR
+$142.7K
4,991
+1%
增持
OWL
BLUE OWL CAPITAL INC
-$137.5K
115,326
+6%
减持
AMAT
APPLIED MATLS INC
+$133.3K
6,217
-0%
增持
KO
COCA COLA CO
-$129.1K
29,744
+0%
增持
WSO
WATSCO INC
-$129.1K
5,671
+3%
增持
IEV
ISHARES TR
+$128.7K
50,263
+1%
减持
CSCO
CISCO SYS INC
-$128.4K
8,595
-17%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
-$127.6K
174,475
+6%
增持
CNQ
CANADIAN NAT RES LTD
+$127.2K
74,203
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$125.4K
10,082
-20%
增持
AMD
ADVANCED MICRO DEVICES INC
+$119.8K
2,155
+34%
增持
PBR/A
PETROLEO BRASILEIRO SA PETRO
+$117.8K
118,050
+7%
减持
SYY
SYSCO CORP
-$103.1K
3,897
-30%
减持
GE
GE AEROSPACE
-$102.8K
1,799
-28%
减持
IVV
ISHARES TR
-$101.5K
3,880
-11%
减持
ADBE
ADOBE INC
-$97.8K
1,257
-10%
增持
NFLX
NETFLIX INC
-$96.5K
755
+1%
增持
MO
ALTRIA GROUP INC
+$94.9K
7,640
+9%
减持
ET
ENERGY TRANSFER L P
-$94.3K
59,035
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$94.2K
7,740
+28%
减持
RWJ
INVESCO EXCH TRADED FD TR II
+$91.9K
18,861
-0%
增持
WEC
WEC ENERGY GROUP INC
+$91.6K
8,168
+1%
减持
COP
CONOCOPHILLIPS
-$88.8K
2,219
-33%
减持
BLK
BLACKROCK INC
+$87.9K
781
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$85.0K
1,129
-1%
增持
AXP
AMERICAN EXPRESS CO
+$84.5K
6,194
+0%
增持
HON
HONEYWELL INTL INC
-$83.2K
4,008
+1%
减持
MA
MASTERCARD INCORPORATED
-$83.0K
121,287
-1%
增持
PSX
PHILLIPS 66
+$82.0K
3,135
+9%
减持
TRV
TRAVELERS COMPANIES INC
-$77.0K
1,033
-24%
减持
CI
THE CIGNA GROUP
-$75.6K
1,497
-2%
减持
MPLX
MPLX LP
-$75.1K
33,763
-1%
