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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 42
减持 67
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$29.4M
192,403
+80%
减持
GOOG
ALPHABET INC
+$22.7M
384,817
-4%
减持
NVO
NOVO-NORDISK A S
-$14.7M
140,797
-64%
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
MSI
MOTOROLA SOLUTIONS INC
+$14.5M
49,290
+409%
减持
ZTS
ZOETIS INC
-$12.5M
46,863
-63%
减持
CMCSA
COMCAST CORP NEW
-$12.1M
7,510
-98%
减持
MSFT
MICROSOFT CORP
-$10.8M
202,616
-3%
增持
TBIL
RBB FD INC
+$9.2M
1,328,849
+16%
增持
JAAA
JANUS DETROIT STR TR
+$8.4M
1,508,798
+13%
减持
META
META PLATFORMS INC
-$6.5M
78,425
-1%
减持
HD
HOME DEPOT INC
-$5.8M
87,931
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$5.6M
60,267
-17%
建仓
VOYG
VOYAGER TECHNOLOGIES INC
+$5.5M
209,281
减持
TXN
TEXAS INSTRS INC
-$5.4M
96,760
-20%
增持
LLY
ELI LILLY & CO
+$5.0M
15,584
+1%
增持
VOO
VANGUARD INDEX FDS
+$4.8M
155,497
+3%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$4.5M
59,906
减持
NVR
NVR INC
-$3.8M
4,013
-2%
增持
AMZN
AMAZON COM INC
+$3.7M
320,638
+0%
建仓
XLV
SELECT SECTOR SPDR TR
+$3.5M
22,827
增持
APO
APOLLO GLOBAL MGMT INC
+$3.5M
28,729
+505%
减持
—
ASML HOLDING N V
+$3.3M
43,202
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
225,655
+24%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.1M
256,576
-4%
减持
SAP
SAP SE
-$2.9M
106,333
-1%
减持
NVDA
NVIDIA CORPORATION
-$2.9M
435,459
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.7M
111,147
-3%
减持
RTX
RTX CORPORATION
+$2.6M
263,214
-4%
减持
AAPL
APPLE INC
+$2.5M
327,428
-4%
减持
UPS
UNITED PARCEL SERVICE INC
+$2.3M
154,266
-1%
减持
WMT
WALMART INC
+$2.3M
352,481
-2%
清仓
OWL
BLUE OWL CAPITAL INC
-$2.0M
0
-100%
减持
WSO
WATSCO INC
-$1.9M
1,024
-82%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
133,977
-3%
增持
URTH
ISHARES INC
+$1.8M
353,023
+0%
减持
GOOGL
ALPHABET INC
+$1.7M
34,454
-8%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.6M
253,496
+15%
减持
ORCL
ORACLE CORP
-$1.5M
6,760
-33%
建仓
Q
QNITY ELECTRONICS INC
+$1.4M
16,651
减持
—
AON PLC
-$1.3M
98,342
-3%
建仓
—
TOTALENERGIES SE
+$1.3M
20,268
减持
MA
MASTERCARD INCORPORATED
-$1.3M
118,657
-2%
减持
NEE
NEXTERA ENERGY INC
+$1.2M
292,859
-1%
减持
QUAL
ISHARES TR
+$1.2M
548,575
-1%
增持
EVLN
MORGAN STANLEY ETF TRUST
+$1.1M
32,867
+229%
建仓
VXUS
VANGUARD STAR FDS
+$1.1M
14,929
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
20,848
+6%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.0M
20,750
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.0M
325,074
+6%
增持
—
DUPONT DE NEMOURS INC
-$931.5K
25,652
+2%
减持
SYK
STRYKER CORPORATION
-$861.9K
641
-78%
减持
—
EXXON MOBIL CORP
+$859.4K
167,872
-2%
增持
ARCC
ARES CAPITAL CORP
+$803.1K
413,151
+12%
建仓
VHT
VANGUARD WORLD FD
+$763.7K
2,653
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$745.8K
14
-7%
减持
V
VISA INC
-$644.9K
21,987
-10%
增持
USB
US BANCORP DEL
+$623.0K
118,336
+0%
减持
—
EATON CORP PLC
-$595.7K
9,846
-1%
减持
BTI
BRITISH AMERN TOB PLC
-$569.5K
25,274
-33%
减持
MOAT
VANECK ETF TRUST
+$559.3K
160,193
-1%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$451.0K
20,172
清仓
GSBD
GOLDMAN SACHS BDC INC
-$437.3K
0
-100%
清仓
MSDL
MORGAN STANLEY DIRECT LENDIN
-$418.1K
0
-100%
清仓
BA
BOEING CO
-$416.3K
0
-100%
清仓
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$407.1K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$404.5K
45,798
-1%
清仓
PCAR
PACCAR INC
-$400.1K
0
-100%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$393.7K
3,173
-52%
增持
IEFA
ISHARES TR
+$389.4K
8,736
+95%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$386.0K
15,585
+55%
增持
—
FERRARI N V
+$377.8K
1,768
+211%
建仓
USMV
ISHARES TR
+$366.3K
3,890
清仓
BDX
BECTON DICKINSON & CO
-$355.1K
0
-100%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$347.0K
18,423
-59%
清仓
PJP
INVESCO EXCHANGE TRADED FD T
-$342.2K
0
-100%
增持
NFLX
NETFLIX INC
-$335.1K
6,080
+705%
减持
GLD
SPDR GOLD TR
+$325.0K
11,649
-4%
清仓
SYY
SYSCO CORP
-$320.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$317.2K
33,707
+1%
减持
AMAT
APPLIED MATLS INC
+$299.9K
6,120
-2%
减持
DIS
DISNEY WALT CO
-$299.2K
10,616
-19%
减持
—
CHUBB LIMITED
+$293.8K
75,494
-8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$287.3K
7,583
+23%
建仓
EFA
ISHARES TR
+$277.9K
2,894
清仓
FDX
FEDEX CORP
-$272.4K
0
-100%
清仓
IOO
ISHARES TR
-$270.1K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$269.0K
747
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$257.3K
0
-100%
减持
LOW
LOWES COS INC
-$254.8K
21,887
-1%
减持
ADI
ANALOG DEVICES INC
+$245.0K
9,841
-0%
减持
IWR
ISHARES TR
-$236.9K
7,963
-23%
增持
AXP
AMERICAN EXPRESS CO
+$236.6K
6,201
+0%
建仓
ZION
ZIONS BANCORPORATION N A
+$236.2K
4,035
增持
NOW
SERVICENOW INC
-$236.0K
2,280
+258%
减持
HERD
PACER FDS TR
-$234.5K
13,923
-30%
建仓
SPHY
SPDR SERIES TRUST
+$231.9K
9,795
增持
—
AERCAP HOLDINGS NV
+$230.8K
10,066
+0%
增持
VXF
VANGUARD INDEX FDS
+$224.7K
2,268
+90%
减持
JNJ
JOHNSON & JOHNSON
+$222.2K
12,584
-2%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$217.1K
0
-100%
清仓
FND
FLOOR & DECOR HLDGS INC
-$215.6K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$215.4K
0
-100%
建仓
SCHA
SCHWAB STRATEGIC TR
+$215.1K
7,554
清仓
MRSH
MARSH & MCLENNAN COS INC
-$213.4K
0
-100%
清仓
COWZ
PACER FDS TR
-$211.8K
0
-100%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$211.5K
196,263
+12%
建仓
XLF
SELECT SECTOR SPDR TR
+$211.5K
3,861
增持
DGRO
ISHARES TR
+$211.3K
6,534
+84%
清仓
COP
CONOCOPHILLIPS
-$209.9K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$206.1K
0
-100%
清仓
T
AT&T INC
-$204.3K
0
-100%
清仓
—
WELLS FARGO CO NEW
-$203.7K
0
-100%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$203.2K
1,000
建仓
VBK
VANGUARD INDEX FDS
+$202.9K
672
清仓
UBER
UBER TECHNOLOGIES INC
-$200.5K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$198.9K
4,175
+9%
减持
MO
ALTRIA GROUP INC
-$192.6K
5,412
-29%
增持
COST
COSTCO WHSL CORP NEW
-$182.5K
3,250
+1%
减持
CAT
CATERPILLAR INC
+$180.2K
2,037
-1%
减持
AVGO
BROADCOM INC
+$177.1K
192,618
-4%
增持
CVX
CHEVRON CORP NEW
+$175.3K
6,570
+24%
减持
PG
PROCTER AND GAMBLE CO
-$173.7K
12,417
-2%
减持
MRK
MERCK & CO INC
+$171.4K
8,668
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$171.0K
19,420
+5%
增持
IEMG
ISHARES INC
+$168.8K
6,061
+67%
减持
SPSM
SPDR SERIES TRUST
-$153.0K
86,453
-5%
减持
AMGN
AMGEN INC
+$142.2K
4,229
-4%
减持
ETV
EATON VANCE TAX-MANAGED BUY-
-$141.3K
69,600
-13%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$134.5K
2,357
+26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$131.5K
718
-36%
增持
VGT
VANGUARD WORLD FD
+$128.8K
446
+60%
减持
EMR
EMERSON ELEC CO
-$124.9K
6,883
-13%
减持
ABT
ABBOTT LABS
-$124.1K
13,125
-1%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$122.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$121.2K
12,616
-13%
增持
NN
NEXTNAV INC
+$119.7K
49,100
+1%
减持
WFC
WELLS FARGO CO NEW
+$115.9K
12,964
-1%
减持
UNP
UNION PAC CORP
-$107.7K
8,876
-3%
减持
CNQ
CANADIAN NAT RES LTD
+$107.1K
73,225
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$104.3K
3,665
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$103.6K
23,249
+19%
减持
SLV
ISHARES SILVER TR
+$101.3K
6,761
-14%
减持
CRM
SALESFORCE INC
+$100.8K
4,011
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$96.9K
643
+9%
减持
AJG
GALLAGHER ARTHUR J & CO
-$95.2K
1,740
-1%
增持
MUB
ISHARES TR
+$94.6K
6,035
+16%
减持
DE
DEERE & CO
-$94.0K
52,560
-2%
增持
BAC
BANK AMERICA CORP
+$93.8K
6,881
+25%
减持
IEV
ISHARES TR
+$93.3K
49,337
-2%
减持
ATO
ATMOS ENERGY CORP
-$91.6K
17,431
-1%
