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WoodTrust Financial Corp 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WoodTrust Financial Corp
报告期 2026-03-31 · CIK 0001725247
持仓数
174
前50大市值合计
$683.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 141 项
建仓 22
增持 63
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$8.7M
81,323
+63%
减持
EFA
ISHARES TR MSCI EAFE ETF
+$4.5M
730,142
-0%
减持
MSFT
MICROSOFT CORP COM
+$3.6M
61,801
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。
-1%
增持
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
+$3.4M
150,672
+7%
减持
CRM
SALESFORCE INC COM
+$3.3M
57,973
-2%
减持
DFUV
DIMENSIONAL ETF TRUST US MKTWIDE VALUE
-$3.2M
10,081
-90%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$3.1M
78,416
+6%
减持
IWN
ISHARES TR RUS 2000 VAL ETF
+$2.4M
140,792
-2%
减持
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
+$2.3M
97,966
-0%
减持
AMZN
AMAZON COM INC COM
+$2.2M
109,842
-3%
增持
JPM
JPMORGAN CHASE & CO COM
+$2.2M
77,694
+2%
减持
PFE
PFIZER INC COM
-$2.1M
181,815
-18%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$2.0M
388,098
+9%
增持
WM
WASTE MGMT INC DEL COM
+$1.9M
66,016
+2%
减持
AAPL
APPLE INC COM
+$1.9M
102,510
-2%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$1.8M
6,099
+194%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.7M
41,895
+2%
减持
COST
COSTCO WHSL CORP NEW COM
+$1.6M
20,597
-3%
增持
HD
HOME DEPOT INC COM
+$1.4M
24,055
+4%
减持
KO
COCA COLA CO COM
-$1.3M
9,756
-71%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.2M
16,750
+3%
建仓
—
GATOR BITE LLC
+$1.2M
1
建仓
RMD
RESMED INC COM
+$1.1M
6,620
减持
CVX
CHEVRON CORP NEW COM
-$1.1M
36,946
-5%
清仓
EXAS
EXACT SCIENCES CORP COM
-$1.1M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP COM
+$1.0M
30,800
+54%
增持
NKE
NIKE INC CL B
+$1.0M
70,070
+2%
减持
AMAT
APPLIED MATLS INC COM
+$955.0K
49,164
-3%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$893.0K
61,033
+3%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$884.0K
2,839
+161%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$836.0K
0
-100%
增持
GNRC
GENERAC HLDGS INC COM
+$775.0K
10,604
+94%
减持
GD
GENERAL DYNAMICS CORP COM
+$773.0K
20,912
-1%
建仓
KMX
CARMAX INC COM
+$767.0K
10,006
增持
HON
HONEYWELL INTL INC COM
+$686.0K
24,354
+2%
清仓
BOND
PIMCO ETF TR ACTIVE BD ETF
-$590.0K
0
-100%
清仓
NEOG
NEOGEN CORP COM
-$589.0K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR SPDR TR TACTIC
-$587.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$544.0K
21,728
+1%
增持
WDAY
WORKDAY INC CL A
+$518.0K
8,438
+0%
减持
JNJ
JOHNSON & JOHNSON COM
-$513.0K
82,937
-4%
减持
UBER
UBER TECHNOLOGIES INC COM
-$470.0K
22,950
-44%
增持
DXCM
DEXCOM INC COM
+$442.0K
12,560
+5%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$426.0K
66,726
-2%
减持
NOVT
NOVANTA INC COM
-$419.0K
1,733
-65%
增持
FAST
FASTENAL CO COM
+$406.0K
33,375
+4%
减持
CVS
CVS HEALTH CORP COM
-$401.0K
79,730
-17%
减持
DIS
DISNEY WALT CO COM
+$399.0K
64,498
-4%
增持
SPT
SPROUT SOCIAL INC COM CL A
+$387.0K
22,300
+13%
建仓
PHR
PHREESIA INC COM
+$382.0K
16,500
增持
SBUX
STARBUCKS CORP COM
+$378.0K
63,347
+1%
建仓
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
+$370.0K
1,924
减持
GOOG
ALPHABET INC CAP STK CL C
+$366.0K
52,174
-2%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$357.0K
8,367
+2%
减持
WAB
WABTEC COM
+$354.0K
17,908
-1%
清仓
XMTR
XOMETRY INC CLASS A COM
-$349.0K
0
-100%
建仓
MKC
MCCORMICK & CO INC COM NON VTG
+$332.0K
4,850
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$323.0K
5,757
+81%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$315.0K
10,675
+0%
建仓
CAG
CONAGRA BRANDS INC COM
+$312.0K
10,900
建仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$312.0K
1,832
增持
IRTC
IRHYTHM TECHNOLOGIES INC COM
+$303.0K
13,732
+11%
减持
ECL
ECOLAB INC COM
+$300.0K
11,098
-1%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$299.0K
11,760
+63%
建仓
AVGO
BROADCOM INC COM
+$295.0K
264
清仓
—
HOLOGIC INC COM
-$288.0K
0
-100%
建仓
BILL
BILL HOLDINGS INC COM
+$277.0K
3,400
减持
PTLO
PORTILLOS INC COM CL A
-$273.0K
30,750
-38%
建仓
BROS
DUTCH BROS INC CL A
+$271.0K
8,550
建仓
INTC
INTEL CORP COM
+$266.0K
5,300
建仓
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
+$255.0K
3,380
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$254.0K
56,723
-1%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$250.0K
5,405
+1%
建仓
TREX
TREX CO INC COM
+$249.0K
3,008
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$246.0K
6,517
建仓
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
+$246.0K
4,377
减持
FIS
FIDELITY NATL INFORMATION SV COM
-$234.0K
50,174
-15%
建仓
IVV
ISHARES TR CORE S&P500 ETF
+$232.0K
485
建仓
TYL
TYLER TECHNOLOGIES INC COM
+$231.0K
552
增持
LZ
LEGALZOOM COM INC COM
+$227.0K
50,100
+61%
增持
ICE
INTERCONTINENTAL EXCHANGE IN COM
+$222.0K
9,805
+4%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$220.0K
3,650
+15%
增持
UNP
UNION PAC CORP COM
+$219.0K
2,843
+21%
增持
AME
AMETEK INC COM
+$218.0K
10,843
+2%
建仓
DLB
DOLBY LABORATORIES INC COM CL A
+$215.0K
2,500
增持
VXUS
VANGUARD STAR FDS VG TL INTL STK F
+$215.0K
44,015
+1%
清仓
JBHT
HUNT J B TRANS SVCS INC COM
-$214.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP COM
+$210.0K
1,601
建仓
—
CHUBB LIMITED COM
+$208.0K
919
增持
GE
GENERAL ELECTRIC CO COM NEW
+$204.0K
5,444
+23%
清仓
TTD
THE TRADE DESK INC COM CL A
-$202.0K
0
-100%
增持
GWRE
GUIDEWIRE SOFTWARE INC COM
+$198.0K
10,362
+0%
减持
SPGI
S&P GLOBAL INC COM
+$184.0K
2,908
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$184.0K
9,917
-17%
减持
—
LINDE PLC SHS
+$183.0K
5,260
-1%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$158.0K
12,400
+1%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$145.0K
4,260
-4%
增持
—
AON PLC SHS CL A
-$143.0K
5,160
+2%
增持
AMGN
AMGEN INC COM
+$139.0K
7,158
+0%
增持
F
FORD MTR CO DEL COM
+$136.0K
22,304
+104%
减持
RBA
RB GLOBAL INC COM
+$126.0K
32,405
-1%
减持
ZTS
ZOETIS INC CL A
+$122.0K
7,480
-4%
减持
NVDA
NVIDIA CORPORATION COM
-$122.0K
824
-32%
减持
SYK
STRYKER CORPORATION COM
+$121.0K
5,916
-2%
增持
KR
KROGER CO COM
+$115.0K
80,123
+1%
减持
PYPL
PAYPAL HLDGS INC COM
-$112.0K
40,503
-9%
建仓
—
REPRISE BIOMEDICAL INC
+$110.0K
44,000
增持
V
VISA INC COM CL A
+$107.0K
3,500
+0%
增持
DSI
ISHARES TR MSCI KLD400 SOC
+$107.0K
6,410
+9%
增持
FLYW
FLYWIRE CORPORATION COM VTG
-$96.0K
39,700
+25%
增持
META
META PLATFORMS INC CL A
+$92.0K
1,547
+2%
增持
PG
PROCTER AND GAMBLE CO COM
+$86.0K
8,033
+7%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$84.0K
4,149
+13%
增持
PEP
PEPSICO INC COM
+$83.0K
58,172
+1%
减持
—
UNILEVER PLC SPON ADR NEW
-$80.0K
4,356
-26%
减持
MCD
MCDONALDS CORP COM
-$75.0K
2,576
-19%
增持
ABT
ABBOTT LABS COM
+$74.0K
5,504
+0%
减持
TGT
TARGET CORP COM
+$64.0K
2,881
-8%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$63.0K
1,496
+0%
减持
ASB
ASSOCIATED BANC CORP COM
+$63.0K
15,325
-1%
减持
LLY
ELI LILLY & CO COM
+$62.0K
1,962
-2%
减持
LOW
LOWES COS INC COM
+$55.0K
6,202
-3%
增持
DE
DEERE & CO COM
+$54.0K
938
+10%
增持
BAC
BANK AMERICA CORP COM
+$52.0K
8,134
+0%
增持
NEE
NEXTERA ENERGY INC COM
+$47.0K
5,304
+11%
增持
—
MEDTRONIC PLC SHS
+$44.0K
4,206
+9%
增持
WMT
WALMART INC COM
+$42.0K
47,900
+2%
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$37.0K
1,724
+1%
增持
DVY
ISHARES TR SELECT DIVID ETF
+$36.0K
2,568
+4%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$35.0K
1,192
+1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$35.0K
707
-23%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC CL A
+$35.0K
16,050
+18%
减持
VRSK
VERISK ANALYTICS INC COM
-$34.0K
25,713
-2%
增持
TXN
TEXAS INSTRS INC COM
+$34.0K
2,912
+0%
增持
CSCO
CISCO SYS INC COM
-$33.0K
10,251
+0%
减持
ONT
MONTROSE ENVIRONMENTAL GROUP COM
+$25.0K
19,150
-5%
增持
SYY
SYSCO CORP COM
+$25.0K
3,499
+0%
减持
KMB
KIMBERLY-CLARK CORP COM
-$22.0K
3,882
-5%
减持
POOL
POOL CORP COM
+$18.0K
2,545
-9%
增持
EMR
EMERSON ELEC CO COM
+$5.0K
5,224
+0%
减持
FISV
FISERV INC COM
-$2.0K
1,602
-16%
