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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 35
增持 63
减持 22
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
—
ISHARES TR MSCI EAFE ETF
+$61.4M
769,306
清仓
EFA
ISHARES TR MSCI EAFE ETF
-$55.0M
0
-100%
建仓
—
VANGUARD INDEX FDS MCAP VL IDXVIP
+$24.1M
154,817
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。
建仓
—
VANGUARD INDEX FDS MCAP GR IDXVIP
+$23.4M
99,203
建仓
—
ISHARES TR RUS 2000 VAL ETF
+$23.2M
146,122
建仓
—
ISHARES TR RUS 2000 GRW ETF
+$22.0M
81,305
清仓
IWN
ISHARES TR RUS 2000 VAL ETF
-$21.9M
0
-100%
清仓
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
-$21.8M
0
-100%
清仓
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
-$21.5M
0
-100%
清仓
IWO
ISHARES TR RUS 2000 GRW ETF
-$19.8M
0
-100%
清仓
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$19.3M
0
-100%
建仓
—
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$17.6M
421,145
清仓
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$16.0M
0
-100%
增持
DE
DEERE & CO COM
+$6.0M
15,567
+1560%
减持
WM
WASTE MGMT INC DEL COM
-$4.9M
32,413
-51%
增持
DIS
DISNEY WALT CO COM
+$3.8M
78,835
+22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.3M
55,882
-1%
减持
AAPL
APPLE INC COM
-$3.1M
97,032
-5%
减持
AMZN
AMAZON COM INC COM
+$3.0M
109,134
-1%
建仓
—
VANGUARD INDEX FDS GROWTH ETF
+$2.9M
8,294
建仓
—
VANGUARD STAR FDS VG TL INTL STK F
+$2.8M
46,502
建仓
—
VANGUARD INDEX FDS S&P 500 ETF SHS
+$2.7M
5,579
增持
JPM
JPMORGAN CHASE & CO COM
+$2.6M
78,985
+2%
清仓
VUG
VANGUARD INDEX FDS GROWTH ETF
-$2.6M
0
-100%
清仓
VXUS
VANGUARD STAR FDS VG TL INTL STK F
-$2.6M
0
-100%
清仓
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
-$2.4M
0
-100%
减持
MSFT
MICROSOFT CORP COM
+$2.3M
60,594
-2%
增持
PFE
PFIZER INC COM
+$2.2M
269,102
+48%
建仓
—
VANGUARD INDEX FDS VALUE ETF
+$2.1M
13,002
增持
CVS
CVS HEALTH CORP COM
+$2.1M
104,722
+31%
建仓
—
VANGUARD INDEX FDS TOTAL STK MKT
+$2.0M
7,617
清仓
VTV
VANGUARD INDEX FDS VALUE ETF
-$1.9M
0
-100%
减持
AMAT
APPLIED MATLS INC COM
+$1.8M
47,401
-4%
减持
CRM
SALESFORCE INC COM
+$1.7M
56,262
-3%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.6M
91,970
+11%
减持
AXP
AMERICAN EXPRESS CO COM
+$1.5M
41,232
-2%
增持
KR
KROGER CO COM
+$1.5M
90,168
+13%
清仓
SSO
PROSHARES TR PSHS ULT S&P 500
-$1.5M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR TR UNIT
-$1.3M
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.3M
57,171
+41%
建仓
—
SPDR S&P 500 ETF TR TR UNIT
+$1.3M
2,516
建仓
—
PROSHARES TR PSHS ULT S&P 500
+$1.3M
16,673
清仓
—
GATOR BITE LLC
-$1.2M
0
-100%
增持
HD
HOME DEPOT INC COM
+$1.2M
24,755
+3%
增持
WMT
WALMART INC COM
+$1.1M
144,377
+201%
减持
COST
COSTCO WHSL CORP NEW COM
+$1.1M
20,028
-3%
建仓
—
ISHARES TR CORE S&P MCP ETF
+$1.1M
17,350
清仓
IJH
ISHARES TR CORE S&P MCP ETF
-$1.0M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$901.0K
21,302
-2%
增持
CVX
CHEVRON CORP NEW COM
+$808.0K
40,054
+8%
建仓
TOST
TOAST INC CL A
+$754.0K
30,230
增持
LLY
ELI LILLY & CO COM
+$666.0K
2,326
+19%
清仓
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-$663.0K
0
-100%
建仓
—
ISHARES TR MSCI KLD400 SOC
+$646.0K
6,410
清仓
IJR
ISHARES TR CORE S&P SCP ETF
-$623.0K
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$607.0K
23,230
+186%
清仓
DSI
ISHARES TR MSCI KLD400 SOC
-$584.0K
0
-100%
建仓
—
ISHARES TR CORE S&P SCP ETF
+$565.0K
5,114
减持
GOOGL
ALPHABET INC CAP STK CL A
+$561.0K
65,478
-2%
建仓
ABBV
ABBVIE INC COM
+$526.0K
2,888
建仓
—
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$502.0K
4,149
增持
PEP
PEPSICO INC COM
+$490.0K
59,253
+2%
清仓
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$463.0K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$463.0K
16,581
-1%
减持
TDG
TRANSDIGM GROUP INC COM
+$452.0K
2,441
-3%
建仓
—
SCHWAB STRATEGIC TR US LRG CAP ETF
+$447.0K
7,200
增持
—
LINDE PLC SHS
+$430.0K
5,579
+6%
增持
FAST
FASTENAL CO COM
+$414.0K
33,383
+0%
减持
GD
GENERAL DYNAMICS CORP COM
+$408.0K
20,665
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$405.0K
899
+9%
清仓
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
-$370.0K
0
-100%
增持
PHR
PHREESIA INC COM
+$360.0K
31,000
+88%
减持
ECL
ECOLAB INC COM
+$360.0K
11,097
-0%
增持
UBER
UBER TECHNOLOGIES INC COM
+$354.0K
22,959
+0%
建仓
—
VANGUARD INDEX FDS SM CP VAL ETF
+$343.0K
1,790
增持
RBA
RB GLOBAL INC COM
+$339.0K
32,904
+2%
建仓
—
VANGUARD INDEX FDS SML CP GRW ETF
+$324.0K
1,241
清仓
NEE
NEXTERA ENERGY INC COM
-$322.0K
0
-100%
增持
CSGP
COSTAR GROUP INC COM
+$316.0K
15,400
+15%
建仓
LNT
ALLIANT ENERGY CORP COM
+$313.0K
6,203
清仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$312.0K
0
-100%
清仓
VBR
VANGUARD INDEX FDS SM CP VAL ETF
-$310.0K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC COM
+$302.0K
3,675
清仓
DVY
ISHARES TR SELECT DIVID ETF
-$301.0K
0
-100%
增持
LOW
LOWES COS INC COM
+$295.0K
6,575
+6%
建仓
CI
THE CIGNA GROUP COM
+$295.0K
813
建仓
—
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$288.0K
1,578
清仓
VBK
VANGUARD INDEX FDS SML CP GRW ETF
-$288.0K
0
-100%
建仓
WING
WINGSTOP INC COM
+$284.0K
776
建仓
—
SELECT SECTOR SPDR TR TECHNOLOGY
+$278.0K
1,335
建仓
—
ISHARES TR SELECT DIVID ETF
+$277.0K
2,245
清仓
BILL
BILL HOLDINGS INC COM
-$277.0K
0
-100%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP COM
+$272.0K
22,650
+18%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$264.0K
4,262
+0%
增持
—
AON PLC SHS CL A
+$263.0K
5,288
+2%
增持
GE
GE AEROSPACE COM NEW
+$263.0K
5,459
+0%
清仓
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
-$255.0K
0
-100%
增持
RMD
RESMED INC COM
+$251.0K
7,020
+6%
增持
META
META PLATFORMS INC CL A
+$250.0K
1,643
+6%
建仓
—
SPDR SER TR S&P DIVID ETF
+$249.0K
1,894
减持
GOOG
ALPHABET INC CAP STK CL C
+$249.0K
49,930
-4%
清仓
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
-$246.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$244.0K
6,189
+8%
建仓
—
ISHARES TR CORE S&P500 ETF
+$239.0K
454
清仓
SDY
SPDR SER TR S&P DIVID ETF
-$237.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$236.0K
13,726
+38%
清仓
IVV
ISHARES TR CORE S&P500 ETF
-$232.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$228.0K
10,916
+2%
增持
GNRC
GENERAC HLDGS INC COM
+$218.0K
12,600
+19%
建仓
DOW
DOW INC COM
+$211.0K
3,647
建仓
CTVA
CORTEVA INC COM
+$210.0K
3,633
增持
LZ
LEGALZOOM COM INC COM
+$208.0K
58,100
+16%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$208.0K
5,157
-15%
建仓
GPN
GLOBAL PMTS INC COM
+$200.0K
1,501
增持
AME
AMETEK INC COM
+$196.0K
10,849
+0%
增持
PG
PROCTER AND GAMBLE CO COM
+$192.0K
8,449
+5%
增持
KMX
CARMAX INC COM
+$191.0K
11,000
+10%
增持
POOL
POOL CORP COM
+$186.0K
2,977
+17%
增持
NOVT
NOVANTA INC COM
+$185.0K
2,733
+58%
增持
DXCM
DEXCOM INC COM
+$185.0K
12,562
+0%
增持
NKE
NIKE INC CL B
-$184.0K
78,986
+13%
减持
VRSK
VERISK ANALYTICS INC COM
-$183.0K
25,279
-2%
增持
SCHW
SCHWAB CHARLES CORP COM
+$182.0K
31,817
+3%
增持
IRTC
IRHYTHM TECHNOLOGIES INC COM
+$181.0K
14,232
+4%
增持
SBUX
STARBUCKS CORP COM
-$148.0K
64,924
+2%
增持
FLYW
FLYWIRE CORPORATION COM VTG
+$128.0K
42,200
+6%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR CL A
+$126.0K
6,151
+0%
建仓
—
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$125.0K
3,000
增持
V
VISA INC COM CL A
+$117.0K
3,685
+5%
增持
PSTG
PURE STORAGE INC CL A
+$103.0K
6,302
+0%
增持
TGT
TARGET CORP COM
+$100.0K
2,883
+0%
增持
MDB
MONGODB INC CL A
-$97.0K
1,926
+0%
减持
CAT
CATERPILLAR INC COM
-$92.0K
556
-44%
增持
FISV
FISERV INC COM
+$92.0K
1,908
+19%
减持
—
EXXON MOBIL CORP COM
+$89.0K
7,846
-5%
增持
KO
COCA COLA CO COM
+$89.0K
10,864
+11%
增持
HWM
HOWMET AEROSPACE INC COM
+$88.0K
6,142
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN COM
+$88.0K
9,807
+0%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$87.0K
5,450
+12%
增持
EMR
EMERSON ELEC CO COM
+$84.0K
5,229
+0%
增持
ZTS
ZOETIS INC CL A
-$83.0K
8,236
+10%
增持
PTLO
PORTILLOS INC COM CL A
+$83.0K
40,400
+31%
增持
—
LAM RESEARCH CORP COM
+$78.0K
402
+1%
减持
GWRE
GUIDEWIRE SOFTWARE INC COM
+$78.0K
10,350
-0%
增持
CAG
CONAGRA BRANDS INC COM
+$76.0K
13,100
+20%
增持
—
POWERSCHOOL HOLDINGS INC COM CL A
+$75.0K
31,500
+25%
增持
BROS
DUTCH BROS INC CL A
+$62.0K
10,100
+18%
减持
AVGO
BROADCOM INC COM
-$56.0K
180
-32%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$52.0K
866
+22%
增持
SPT
SPROUT SOCIAL INC COM CL A
+$51.0K
23,800
+7%
