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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 52
减持 62
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$128.6M
601,790
+213%
增持
VXUS
VANGUARD STAR FDS
+$57.7M
762,643
+5008%
减持
WMT
WALMART INC
-$35.8M
28,094
-92%
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
NVR
NVR INC
-$28.6M
97
-98%
建仓
MCO
MOODYS CORP
+$23.8M
54,448
减持
NEE
NEXTERA ENERGY INC
-$23.0M
5,043
-98%
减持
MSFT
MICROSOFT CORP
-$23.0M
202,583
-0%
减持
—
CHUBB LTD SWITZ
-$22.3M
3,965
-95%
减持
QUAL
ISHARES TR
-$21.5M
455,785
-17%
减持
LLY
ELI LILLY & CO
-$15.2M
1,704
-89%
减持
—
EXXON MOBIL CORP
-$13.8M
37,719
-78%
减持
GOOG
ALPHABET INC
-$13.0M
375,688
-2%
减持
MOAT
VANECK ETF TRUST
-$12.1M
46,605
-71%
减持
—
ASML HLDG NV
+$10.2M
42,728
-1%
减持
MA
MASTERCARD INCORPORATED
-$9.1M
117,429
-1%
减持
SAP
SAP SE
-$8.5M
101,445
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$7.7M
253,519
-1%
减持
NVDA
NVIDIA CORPORATION
-$7.3M
423,977
-3%
增持
AMZN
AMAZON COM INC
-$7.2M
320,958
+0%
清仓
NVO
NOVO-NORDISK A S
-$7.2M
0
-100%
增持
AVGO
BROADCOM INC
-$7.0M
192,804
+0%
增持
META
META PLATFORMS INC
-$6.8M
78,518
+0%
减持
AAPL
APPLE INC
-$6.7M
324,220
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$6.6M
58,833
+19%
增持
UNH
UNITEDHEALTH GROUP INC
-$6.3M
112,471
+1%
增持
DE
DEERE & CO
+$5.2M
52,657
+0%
增持
TXN
TEXAS INSTRS INC
+$4.9M
111,662
+15%
增持
ZTS
ZOETIS INC
+$4.7M
89,399
+91%
减持
BN
BROOKFIELD CORP
-$4.5M
621,562
-4%
增持
JAAA
JANUS DETROIT STR TR
+$4.2M
1,598,343
+6%
增持
EVLN
MORGAN STANLEY ETF TRUST
+$4.1M
118,867
+262%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$3.7M
322,604
+27%
增持
TBIL
RBB FD INC
+$3.4M
1,398,165
+5%
减持
VOYG
VOYAGER TECHNOLOGIES INC
-$3.3M
93,267
-55%
减持
ARCC
ARES CAPITAL CORP
-$3.2M
286,452
-31%
增持
QQQ
INVESCO QQQ TR
+$3.2M
54,214
+18%
增持
VOO
VANGUARD INDEX FDS
-$3.1M
158,002
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.0M
134,309
+0%
增持
—
AON PLC
-$3.0M
98,353
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$2.7M
69,223
+15%
增持
CME
CME GROUP INC
+$2.6M
110,120
+1%
减持
URTH
ISHARES INC
-$2.6M
349,999
-1%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$2.4M
0
-100%
减持
RTX
RTX CORPORATION
+$2.4M
262,779
-0%
建仓
—
ASTRAZENECA PLC
+$2.3M
11,584
减持
UPS
UNITED PARCEL SVCS INC
-$2.1M
134,645
-13%
减持
APO
APOLLO GLOBAL MGMT INC
-$1.8M
21,204
-26%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.8M
56,200
+171%
增持
CNQ
CANADIAN NAT RES LTD MED TER
+$1.7M
86,742
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
34,416
+51%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
241,193
+7%
增持
HD
HOME DEPOT INC
-$1.3M
88,191
+0%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.2M
13
-7%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.1M
304,752
-6%
减持
JPM
JPMORGAN CHASE & CO
-$984.3K
33,576
-0%
减持
PBR/A
PETROLEO BRASILEIRO S A
+$878.5K
117,495
-0%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$845.9K
0
-100%
增持
GOOGL
ALPHABET INC
-$840.2K
34,580
+0%
增持
AMAT
APPLIED MATLS INC
+$689.9K
6,620
+8%
减持
SHOP
SHOPIFY INC
-$665.2K
2,878
-54%
减持
IEV
ISHARES TR
-$644.0K
40,337
-18%
增持
COST
COSTCO WHOLESALE CORPORATION
+$636.9K
3,451
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$604.8K
1,383
+115%
增持
V
VISA INC
-$574.0K
23,614
+7%
减持
VBIL
VANGUARD INSTL INDEX FD
-$571.1K
52,182
-13%
减持
SHEL
SHELL PLC
+$546.9K
32,627
-4%
增持
GLD
SPDR GOLD TR
+$539.1K
11,982
+3%
清仓
—
PIPER SANDLER COMPANIES
-$499.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$450.8K
2,619
-29%
建仓
PIPR
PIPER SANDLER COMPANIES
+$449.8K
5,876
增持
CVX
CHEVRON CORPORATION
+$429.8K
6,917
+5%
减持
DOW
DOW HLDGS INC
+$427.6K
23,621
-1%
减持
AXP
AMERICAN EXPRESS CO
-$423.5K
6,184
-0%
建仓
OXY
OCCIDENTAL PETE CORP
+$422.7K
6,503
减持
—
ACCENTURE PLC IRELAND
-$419.2K
1,681
-40%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$417.3K
12,285
减持
JNJ
JOHNSON & JOHNSON
+$404.8K
12,310
-2%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$396.5K
0
-100%
增持
IVV
ISHARES TR
+$390.4K
4,707
+20%
增持
SMH
VANECK ETF TRUST
+$356.7K
1,632
+118%
清仓
WSO
WATSCO INC
-$345.0K
0
-100%
建仓
BA
BOEING CO
+$344.1K
1,729
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$341.8K
45,272
+6%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$329.4K
8,000
减持
ABT
ABBOTT LABORATORIES
-$326.7K
12,835
-2%
建仓
AMLP
ALPS ETF TR
+$325.9K
6,190
建仓
COP
CONOCOPHILLIPS
+$324.2K
2,456
减持
—
EATON CORP PLC
+$317.0K
9,654
-2%
增持
ORCL
ORACLE CORP
-$316.7K
6,803
+1%
增持
CAT
CATERPILLAR INC
+$315.2K
2,092
+3%
增持
CRM
SALESFORCE INC
-$311.6K
4,023
+0%
建仓
WDC
WESTERN DIGITAL CORP
+$308.4K
1,140
减持
IDXX
IDEXX LABS INC
-$299.0K
2,000
-5%
减持
SPSM
SPDR SERIES TRUST
-$290.9K
77,820
-10%
增持
CMI
CUMMINS INC
+$283.7K
1,200
+69%
建仓
LRCX
LAM RESEARCH CORP
+$282.9K
1,324
减持
ATO
ATMOS ENERGY CORP
+$279.6K
17,332
-1%
清仓
QCOM
QUALCOMM INC
-$275.2K
0
-100%
增持
SOXX
ISHARES TR
+$261.1K
2,979
+25%
减持
LOW
LOWES COS INC
-$258.0K
21,247
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$254.1K
15,297
+21%
建仓
ITW
ILLINOIS TOOL WKS INC
+$249.3K
958
建仓
KMB
KIMBERLY-CLARK CORP
+$237.8K
2,465
建仓
OKE
ONEOK INC NEW
+$237.6K
2,629
建仓
GEV
GE VERNOVA INC
+$227.9K
261
清仓
INDY
ISHARES TR
-$226.8K
0
-100%
减持
KKR
KKR & CO INC
-$226.6K
5,404
-5%
建仓
FDX
FEDEX CORP
+$225.8K
634
清仓
CMCSA
COMCAST CORP NEW
-$224.5K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$223.4K
0
-100%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$223.3K
10,000
建仓
ETR
ENTERGY CORP NEW
+$217.3K
1,934
建仓
SNDK
SANDISK CORP
+$212.2K
334
清仓
ITB
ISHARES TR
-$211.9K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$211.5K
0
-100%
建仓
NUE
NUCOR CORP
+$211.4K
1,250
建仓
SO
SOUTHERN CO
+$206.4K
2,139
减持
WFC
WELLS FARGO & CO
-$202.8K
12,630
-3%
建仓
VSEC
VSE CORP
+$202.5K
1,098
清仓
NKE
NIKE INC
-$200.8K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$192.6K
4,210
-11%
减持
USB
US BANCORP
-$189.6K
117,762
-0%
增持
PSX
PHILLIPS 66
+$189.4K
3,267
+4%
减持
VV
VANGUARD INDEX FDS
-$181.6K
10,489
-0%
增持
TSLA
TESLA INC
-$174.3K
2,247
+0%
增持
DIS
DISNEY WALT CO
-$171.6K
10,751
+1%
增持
PFE
PFIZER INC
+$170.9K
28,295
+13%
减持
A
AGILENT TECHNOLOGIES INC
-$161.4K
2,010
-30%
增持
IXUS
ISHARES TR
+$160.1K
5,092
+53%
减持
INTU
INTUIT
-$156.4K
648
-2%
增持
VUG
VANGUARD INDEX FDS
-$156.0K
4,306
+3%
减持
SPGI
S&P GLOBAL INC
-$150.1K
1,495
-1%
增持
UNP
UNION PAC CORP
+$143.2K
9,053
+2%
减持
—
FERRARI N V
-$139.6K
1,518
-14%
建仓
—
NOVOCURE LTD
+$136.9K
12,564
减持
EQIX
EQUINIX INC
+$129.5K
1,106
-11%
减持
MRK
MERCK & CO INC
+$123.3K
8,610
-1%
增持
VTV
VANGUARD INDEX FDS
+$120.9K
7,477
+6%
减持
NOW
SERVICENOW INC
-$117.2K
2,220
-3%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$116.5K
81,633
+17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$114.2K
1,420
-22%
增持
BX
BLACKSTONE INC
-$111.0K
3,081
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$102.6K
15,553
-0%
减持
BLK
BLACKROCK INC
-$102.2K
763
-2%
减持
FIVE
FIVE BELOW INC
-$101.0K
2,000
-32%
减持
HON
HONEYWELL INTL INC
+$97.2K
3,836
-3%
减持
BAC
BANK AMERICA CORP
-$94.2K
5,831
-15%
减持
LMT
LOCKHEED MARTIN CORP
+$92.2K
859
-3%
增持
PEP
PEPSICO INC
+$89.9K
5,590
+3%
减持
IAU
ISHARES GOLD TR
+$89.8K
13,029
-0%
