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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 138 项
建仓 28
增持 67
减持 35
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
EFA
ISHARES TR MSCI EAFE ETF
+$8.3M
851,314
+6%
增持
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
+$3.8M
166,452
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.6M
57,109
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。
+3%
减持
FIS
FIDELITY NATL INFORMATION SV COM
-$3.4M
4,212
-92%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$3.4M
474,199
+8%
增持
IWN
ISHARES TR RUS 2000 VAL ETF
+$3.3M
155,312
+4%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$2.9M
86,754
+5%
增持
AMAT
APPLIED MATLS INC COM
+$2.8M
67,915
+47%
增持
JNJ
JOHNSON & JOHNSON COM
+$2.7M
100,729
+8%
增持
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
+$2.6M
107,897
+5%
增持
NKE
NIKE INC CL B
+$2.5M
98,289
+20%
减持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
-$2.3M
24,686
-41%
增持
HD
HOME DEPOT INC COM
+$2.3M
27,723
+6%
减持
BMO
BANK MONTREAL QUE COM
-$2.1M
2,714
-90%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$2.1M
22,411
+3%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$2.0M
13,742
-38%
增持
WMT
WALMART INC COM
+$2.0M
147,438
+1%
增持
SBUX
STARBUCKS CORP COM
+$1.8M
74,394
+6%
增持
AXP
AMERICAN EXPRESS CO COM
+$1.8M
41,332
+1%
减持
AAPL
APPLE INC COM
+$1.6M
95,648
-3%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.6M
63,926
+8%
增持
CRM
SALESFORCE INC COM
+$1.5M
58,198
+3%
增持
PFE
PFIZER INC COM
+$1.4M
325,370
+13%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$1.3M
11,677
+5%
减持
SCHW
SCHWAB CHARLES CORP COM
-$1.3M
16,472
-48%
增持
DE
DEERE & CO COM
+$1.2M
16,229
+9%
增持
KR
KROGER CO COM
+$1.0M
97,382
+6%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$955.0K
66,226
+1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$904.0K
80,106
+1%
增持
PEP
PEPSICO INC COM
+$901.0K
64,341
+6%
增持
LOW
LOWES COS INC COM
+$872.0K
8,575
+30%
清仓
MDB
MONGODB INC CL A
-$837.0K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$819.0K
16,606
+1%
增持
COST
COSTCO WHSL CORP NEW COM
+$755.0K
19,872
+0%
建仓
—
LLC OPERAT AGMT-LESTER LODGE
+$744.0K
1
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$736.0K
7,626
+16%
减持
DXCM
DEXCOM INC COM
-$700.0K
10,810
-14%
增持
DSI
ISHARES TR MSCI KLD400 SOC
+$692.0K
12,480
+95%
增持
GOOG
ALPHABET INC CAP STK CL C
-$653.0K
50,833
+2%
增持
PSTG
PURE STORAGE INC CL A
+$608.0K
20,150
+220%
增持
DIS
DISNEY WALT CO COM
+$603.0K
92,261
+11%
减持
IJH
ISHARES TR CORE S&P MCP ETF
-$596.0K
6,725
-61%
增持
MSFT
MICROSOFT CORP COM
-$575.0K
60,972
+2%
增持
GD
GENERAL DYNAMICS CORP COM
+$465.0K
21,380
+3%
清仓
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
-$463.0K
0
-100%
增持
GNRC
GENERAC HLDGS INC COM
+$444.0K
15,400
+2%
建仓
BILL
BILL HOLDINGS INC COM
+$422.0K
8,000
建仓
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$421.0K
8,233
减持
LLY
ELI LILLY & CO COM
-$413.0K
1,935
-18%
增持
FAST
FASTENAL CO COM
+$410.0K
34,875
+5%
增持
BX
BLACKSTONE INC COM
+$393.0K
11,259
+5%
减持
ROK
ROCKWELL AUTOMATION INC COM
-$392.0K
6,178
-17%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$370.0K
5,505
清仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
-$360.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$344.0K
15,156
+6%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$326.0K
66,629
+7%
减持
EVH
EVOLENT HEALTH INC CL A
+$324.0K
42,650
-8%
清仓
NIC
NICOLET BANKSHARES INC COM
-$319.0K
0
-100%
增持
POOL
POOL CORP COM
+$318.0K
3,475
+8%
清仓
LNT
ALLIANT ENERGY CORP COM
-$316.0K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
+$312.0K
5,904
减持
META
META PLATFORMS INC CL A
-$307.0K
911
-45%
建仓
PFF
ISHARES TR PFD AND INCM SEC
+$303.0K
9,110
减持
BAC
BANK AMERICA CORP COM
-$297.0K
16,543
-31%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$296.0K
5,139
-12%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$272.0K
5,741
-58%
建仓
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
+$264.0K
3,355
建仓
AGG
ISHARES TR CORE US AGGBD ET
+$262.0K
2,586
建仓
COWZ
PACER FDS TR US CASH COWS 100
+$260.0K
4,500
建仓
IEFA
ISHARES TR CORE MSCI EAFE
+$260.0K
3,335
建仓
NOBL
PROSHARES TR S&P 500 DV ARIST
+$256.0K
2,398
建仓
DT
DYNATRACE INC COM NEW
+$254.0K
4,750
建仓
BIV
VANGUARD BD INDEX FDS INTERMED TERM
+$252.0K
3,215
建仓
JIRE
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT
+$252.0K
3,815
清仓
SYY
SYSCO CORP COM
-$249.0K
0
-100%
增持
PODD
INSULET CORP COM
+$248.0K
2,365
+58%
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$245.0K
3,040
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$240.0K
5,924
-4%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC SHS REP COM UT
+$238.0K
4,703
清仓
SPT
SPROUT SOCIAL INC COM CL A
-$236.0K
0
-100%
建仓
CVS
CVS HEALTH CORP COM
+$231.0K
3,667
建仓
MLI
MUELLER INDS INC COM
+$230.0K
3,106
建仓
ULS
UL SOLUTIONS INC CLASS A COM SHS
+$228.0K
4,625
增持
AME
AMETEK INC COM
+$225.0K
11,849
+9%
增持
ABBV
ABBVIE INC COM
+$222.0K
3,780
+24%
清仓
TREX
TREX CO INC COM
-$222.0K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
+$221.0K
2,787
建仓
CAT
CATERPILLAR INC COM
+$221.0K
565
建仓
—
MONDAY COM LTD SHS
+$215.0K
775
增持
NEOG
NEOGEN CORP COM
+$207.0K
55,925
+19%
建仓
—
DUPONT DE NEMOURS INC COM
+$206.0K
2,311
建仓
RTX
RTX CORPORATION COM
+$205.0K
1,690
建仓
HPQ
HP INC COM
+$204.0K
5,692
建仓
SPYG
SPDR SER TR PRTFLO S&P500 GW
+$201.0K
2,429
建仓
PCOR
PROCORE TECHNOLOGIES INC COM
+$201.0K
3,250
增持
—
LINDE PLC SHS
+$199.0K
5,175
+0%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$186.0K
9,124
+3%
减持
ECL
ECOLAB INC COM
+$176.0K
10,895
-0%
减持
VXUS
VANGUARD STAR FDS VG TL INTL STK F
+$171.0K
47,222
-1%
减持
SEOAY
STORA ENSO OYJ SPON ADR REP R
-$169.0K
80,000
-9%
增持
TOST
TOAST INC CL A
+$163.0K
44,000
+5%
减持
WAB
WABTEC COM
+$158.0K
14,594
-8%
增持
HON
HONEYWELL INTL INC COM
+$155.0K
27,205
+6%
减持
NVDA
NVIDIA CORPORATION COM
-$149.0K
10,763
-9%
减持
GE
GE AEROSPACE COM NEW
+$148.0K
5,385
-1%
增持
WDAY
WORKDAY INC CL A
+$143.0K
6,759
+0%
增持
CVX
CHEVRON CORP NEW COM
-$132.0K
41,944
+4%
增持
AMZN
AMAZON COM INC COM
+$130.0K
115,618
+4%
减持
—
LAM RESEARCH CORP COM
-$116.0K
382
-5%
增持
IRTC
IRHYTHM TECHNOLOGIES INC COM
-$109.0K
11,307
+28%
减持
GEV
GE VERNOVA INC COM
+$103.0K
1,323
-3%
增持
RELY
REMITLY GLOBAL INC COM
+$103.0K
18,500
+54%
增持
GILD
GILEAD SCIENCES INC COM
+$95.0K
6,042
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$86.0K
832
+22%
减持
UBER
UBER TECHNOLOGIES INC COM
-$69.0K
23,709
-7%
增持
MDLZ
MONDELEZ INTL INC CL A
+$64.0K
3,744
+16%
减持
KO
COCA COLA CO COM
+$63.0K
10,793
-4%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$62.0K
4,337
-19%
增持
FISV
FISERV INC COM
+$58.0K
1,821
+1%
减持
ORCL
ORACLE CORP COM
-$57.0K
3,122
-25%
减持
PG
PROCTER AND GAMBLE CO COM
-$57.0K
7,690
-9%
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$56.0K
2,067
+5%
建仓
—
LIFELENS TECHNOLOGIES INC
+$50.0K
14,662
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$47.0K
1,457
+6%
增持
DVY
ISHARES TR SELECT DIVID ETF
+$47.0K
2,331
+5%
增持
WFC
WELLS FARGO CO NEW COM
+$45.0K
5,996
+21%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR CL A
+$39.0K
6,050
-2%
减持
ASB
ASSOCIATED BANC CORP COM
-$29.0K
16,112
-9%
减持
V
VISA INC COM CL A
-$29.0K
3,369
-7%
增持
AVGO
BROADCOM INC COM
+$26.0K
1,790
+917%
增持
F
FORD MTR CO COM
+$25.0K
28,428
+30%
增持
—
EXXON MOBIL CORP COM
+$21.0K
8,682
+0%
增持
ADBE
ADOBE INC COM
-$18.0K
571
+1%
增持
VRSK
VERISK ANALYTICS INC COM
+$15.0K
25,247
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$10.0K
1,574
-5%
增持
WM
WASTE MGMT INC DEL COM
+$9.0K
33,231
+3%
减持
KMB
KIMBERLY-CLARK CORP COM
-$8.0K
3,900
-4%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$6.0K
6,867
-10%
