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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 36
增持 40
减持 35
清仓 39
方向
标的
Δ市值
现股数(环比)
建仓
EFA
ISHARES TR MSCI EAFE ETF
+$62.9M
802,488
清仓
—
ISHARES TR MSCI EAFE ETF
-$61.4M
0
-100%
清仓
—
VANGUARD INDEX FDS MCAP VL IDXVIP
-$24.1M
0
-100%
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
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
+$24.1M
159,994
建仓
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
+$23.6M
103,019
清仓
—
VANGUARD INDEX FDS MCAP GR IDXVIP
-$23.4M
0
-100%
清仓
—
ISHARES TR RUS 2000 VAL ETF
-$23.2M
0
-100%
建仓
IWN
ISHARES TR RUS 2000 VAL ETF
+$22.7M
148,759
清仓
—
ISHARES TR RUS 2000 GRW ETF
-$22.0M
0
-100%
建仓
IWO
ISHARES TR RUS 2000 GRW ETF
+$21.8M
82,861
建仓
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$19.3M
439,993
清仓
—
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$17.6M
0
-100%
清仓
CVS
CVS HEALTH CORP COM
-$8.4M
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
+$6.1M
42,079
建仓
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$5.9M
22,160
增持
AAPL
APPLE INC COM
+$4.0M
98,213
+1%
建仓
VUG
VANGUARD INDEX FDS GROWTH ETF
+$3.3M
8,868
建仓
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$3.3M
6,574
建仓
VXUS
VANGUARD STAR FDS VG TL INTL STK ETF
+$2.9M
47,856
清仓
—
VANGUARD INDEX FDS GROWTH ETF
-$2.9M
0
-100%
清仓
—
VANGUARD STAR FDS VG TL INTL STK F
-$2.8M
0
-100%
清仓
—
VANGUARD INDEX FDS S&P 500 ETF SHS
-$2.7M
0
-100%
增持
CRM
SALESFORCE INC COM
-$2.5M
56,301
+0%
建仓
VTV
VANGUARD INDEX FDS VALUE ETF
+$2.3M
14,350
减持
COST
COSTCO WHSL CORP NEW COM
+$2.2M
19,838
-1%
清仓
—
VANGUARD INDEX FDS VALUE ETF
-$2.1M
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.1M
65,544
+0%
清仓
—
VANGUARD INDEX FDS TOTAL STK MKT
-$2.0M
0
-100%
建仓
—
OCEAN HOUSING LLC CL A
+$1.9M
500
增持
AMZN
AMAZON COM INC COM
+$1.7M
110,801
+2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.6M
49,899
-0%
建仓
SSO
PROSHARES TR PSHS ULT S&P 5
+$1.4M
16,673
增持
DIS
DISNEY WALT CO COM
-$1.4M
83,314
+6%
建仓
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.4M
2,516
减持
MSFT
MICROSOFT CORP COM
+$1.3M
59,988
-1%
清仓
—
SPDR S&P 500 ETF TR TR UNIT
-$1.3M
0
-100%
清仓
—
PROSHARES TR PSHS ULT S&P 500
-$1.3M
0
-100%
增持
NKE
NIKE INC CL B
-$1.2M
81,986
+4%
增持
WMT
WALMART INC COM
+$1.2M
146,566
+2%
减持
SPT
SPROUT SOCIAL INC COM CL A
-$1.2M
6,600
-72%
减持
AMAT
APPLIED MATLS INC COM
+$1.1M
46,216
-2%
清仓
—
ISHARES TR CORE S&P MCP ETF
-$1.1M
0
-100%
建仓
IJH
ISHARES TR CORE S&P MCP ETF
+$1.0M
17,350
清仓
KMX
CARMAX INC COM
-$958.0K
0
-100%
增持
BX
BLACKSTONE INC COM
+$950.0K
10,759
+270%
增持
JNJ
JOHNSON & JOHNSON COM
-$908.0K
93,333
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$860.0K
55,651
-0%
减持
DE
DEERE & CO COM
-$851.0K
14,835
-5%
减持
WDAY
WORKDAY INC CL A
-$792.0K
6,750
-20%
减持
VRSK
VERISK ANALYTICS INC COM
+$791.0K
25,041
-1%
清仓
LZ
LEGALZOOM COM INC COM
-$775.0K
0
-100%
减持
GWRE
GUIDEWIRE SOFTWARE INC COM
-$760.0K
3,250
-69%
建仓
NEOG
NEOGEN CORP COM
+$733.0K
46,925
减持
IRTC
IRHYTHM TECHNOLOGIES INC COM
-$703.0K
8,807
-38%
建仓
RSP
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
+$678.0K
4,130
清仓
—
POWERSCHOOL HOLDINGS INC COM CL A
-$671.0K
0
-100%
建仓
DSI
ISHARES TR MSCI KLD400 SOC
+$666.0K
6,410
清仓
—
ISHARES TR MSCI KLD400 SOC
-$646.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$643.0K
11,780
+1210%
增持
PFE
PFIZER INC COM
+$598.0K
288,292
+7%
建仓
ORCL
ORACLE CORP COM
+$589.0K
4,174
增持
KR
KROGER CO COM
-$581.0K
91,537
+2%
清仓
PTLO
PORTILLOS INC COM CL A
-$573.0K
0
-100%
建仓
IJR
ISHARES TR CORE S&P SCP ETF
+$569.0K
5,337
增持
EVH
EVOLENT HEALTH INC CL A
-$567.0K
46,150
+4%
清仓
—
ISHARES TR CORE S&P SCP ETF
-$565.0K
0
-100%
增持
HD
HOME DEPOT INC COM
-$522.0K
26,068
+5%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$514.0K
5,852
+13%
清仓
TGT
TARGET CORP COM
-$511.0K
0
-100%
清仓
—
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$502.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$501.0K
21,676
+2%
减持
FAST
FASTENAL CO COM
-$494.0K
33,125
-1%
建仓
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$492.0K
4,149
减持
GS
GOLDMAN SACHS GROUP INC COM
+$478.0K
16,365
-1%
建仓
—
VANDY CLUB 10 LLC
+$472.0K
1
增持
SBUX
STARBUCKS CORP COM
-$466.0K
70,215
+8%
建仓
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$463.0K
7,200
清仓
—
SCHWAB STRATEGIC TR US LRG CAP ETF
-$447.0K
0
-100%
增持
GNRC
GENERAC HLDGS INC COM
+$414.0K
15,150
+20%
增持
PYPL
PAYPAL HLDGS INC COM
-$392.0K
59,238
+4%
清仓
—
MEDTRONIC PLC SHS
-$388.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP COM
-$386.0K
11,100
+2%
建仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
+$360.0K
4,628
建仓
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$359.0K
1,965
增持
HON
HONEYWELL INTL INC COM
+$350.0K
25,610
+3%
清仓
—
VANGUARD INDEX FDS SM CP VAL ETF
-$343.0K
0
-100%
建仓
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$343.0K
1,370
增持
PEP
PEPSICO INC COM
-$330.0K
60,876
+3%
增持
TOST
TOAST INC CL A
+$328.0K
42,000
+39%
清仓
—
VANGUARD INDEX FDS SML CP GRW ETF
-$324.0K
0
-100%
减持
—
LINDE PLC SHS
-$321.0K
5,171
-7%
减持
DXCM
DEXCOM INC COM
-$319.0K
12,560
-0%
增持
LLY
ELI LILLY & CO COM
+$319.0K
2,351
+1%
建仓
IVV
ISHARES TR CORE S&P500 ETF
+$306.0K
560
建仓
PODD
INSULET CORP COM
+$303.0K
1,500
建仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$302.0K
1,654
建仓
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
+$302.0K
1,335
清仓
—
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$288.0K
0
-100%
清仓
—
SELECT SECTOR SPDR TR TECHNOLOGY
-$278.0K
0
-100%
清仓
—
ISHARES TR SELECT DIVID ETF
-$277.0K
0
-100%
建仓
AIR
AAR CORP COM
+$273.0K
3,750
建仓
DVY
ISHARES TR SELECT DIVID ETF
+$268.0K
2,213
增持
FLYW
FLYWIRE CORPORATION COM VTG
+$257.0K
79,550
+89%
清仓
—
SPDR SER TR S&P DIVID ETF
-$249.0K
0
-100%
建仓
SDY
SPDR SER TR S&P DIVID ETF
+$241.0K
1,894
清仓
—
ISHARES TR CORE S&P500 ETF
-$239.0K
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$234.0K
1,362
清仓
INTC
INTEL CORP COM
-$226.0K
0
-100%
清仓
DOW
DOW INC COM
-$211.0K
0
-100%
清仓
CTVA
CORTEVA INC COM
-$210.0K
0
-100%
清仓
DLB
DOLBY LABORATORIES INC COM CL A
-$209.0K
0
-100%
增持
POOL
POOL CORP COM
-$209.0K
3,225
+8%
清仓
CAT
CATERPILLAR INC COM
-$204.0K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$203.0K
62,036
+2%
清仓
GPN
GLOBAL PMTS INC COM
-$200.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$175.0K
13,706
-0%
减持
WAB
WABTEC COM
+$173.0K
15,786
-1%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$173.0K
4,212
-1%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$172.0K
7,448
+16%
增持
JPM
JPMORGAN CHASE & CO. COM
+$166.0K
79,039
+0%
增持
GD
GENERAL DYNAMICS CORP COM
+$158.0K
20,666
+0%
增持
MDB
MONGODB INC CL A
+$147.0K
3,350
+74%
建仓
RELY
REMITLY GLOBAL INC COM
+$145.0K
12,000
清仓
—
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$125.0K
0
-100%
减持
NOVT
NOVANTA INC COM
-$121.0K
2,183
-20%
减持
SYK
STRYKER CORPORATION COM
-$121.0K
5,866
-1%
增持
SPGI
S&P GLOBAL INC COM
+$111.0K
3,028
+4%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$92.0K
684
-21%
增持
—
EXXON MOBIL CORP COM
+$85.0K
8,659
+10%
增持
UBER
UBER TECHNOLOGIES INC COM
+$84.0K
25,459
+11%
增持
FIS
FIDELITY NATL INFORMATION SV COM
+$80.0K
50,445
+1%
减持
TDG
TRANSDIGM GROUP INC COM
+$80.0K
2,416
-1%
减持
PSTG
PURE STORAGE INC CL A
+$77.0K
6,300
-0%
减持
V
VISA INC COM CL A
-$73.0K
3,639
-1%
增持
BAC
BANK AMERICA CORP COM
+$72.0K
23,954
+3%
增持
KMB
KIMBERLY-CLARK CORP COM
+$61.0K
4,075
+5%
减持
UNP
UNION PAC CORP COM
-$58.0K
2,688
-1%
减持
TXN
TEXAS INSTRS INC COM
+$58.0K
2,918
-0%
减持
AXP
AMERICAN EXPRESS CO COM
+$58.0K
40,796
-1%
减持
HWM
HOWMET AEROSPACE INC COM
+$56.0K
6,133
-0%
增持
RMD
RESMED INC COM
+$49.0K
7,520
+7%
增持
KO
COCA COLA CO COM
+$49.0K
11,208
+3%
减持
AVGO
BROADCOM INC COM
+$44.0K
176
-2%
减持
TYL
TYLER TECHNOLOGIES INC COM
+$43.0K
550
-0%
减持
ECL
ECOLAB INC COM
+$43.0K
10,945
-1%
减持
FISV
FISERV INC COM
-$36.0K
1,807
-5%
减持
SYY
SYSCO CORP COM
-$35.0K
3,493
-0%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR CL A
+$33.0K
6,150
-0%
减持
CME
CME GROUP INC COM
-$32.0K
1,650
-0%
增持
MCD
MCDONALDS CORP COM
-$32.0K
2,733
+6%
