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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 144 项
建仓 10
增持 62
减持 54
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$7.1M
37,932
+176%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$5.6M
87,716
+32%
清仓
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
-$3.8M
0
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。
-100%
增持
EFA
ISHARES TR MSCI EAFE ETF
-$3.7M
892,073
+5%
减持
AMZN
AMAZON COM INC COM
+$3.7M
115,116
-0%
减持
CRM
SALESFORCE INC COM
+$3.2M
57,293
-2%
减持
AMAT
APPLIED MATLS INC COM
-$2.7M
67,754
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$2.6M
94,882
-6%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$2.6M
48,268
-28%
减持
JPM
JPMORGAN CHASE & CO. COM
+$2.3M
80,050
-0%
减持
PFE
PFIZER INC COM
-$2.1M
276,314
-15%
增持
AAPL
APPLE INC COM
+$1.9M
96,531
+1%
清仓
—
OCEAN HOUSING LLC CL A
-$1.9M
0
-100%
减持
NKE
NIKE INC CL B
-$1.8M
90,491
-8%
增持
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
+$1.8M
110,633
+3%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.8M
22,394
-0%
减持
PEP
PEPSICO INC COM
-$1.6M
61,136
-5%
建仓
SQ
BLOCK INC CL A
+$1.4M
16,542
减持
WMT
WALMART INC COM
+$1.4M
147,148
-0%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.2M
4,316
+419%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$1.2M
16,473
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
50,787
-0%
减持
DIS
DISNEY WALT CO COM
+$1.2M
90,111
-2%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$1.1M
89,518
+3%
增持
PSTG
PURE STORAGE INC CL A
+$1.0M
32,995
+64%
建仓
MDB
MONGODB INC CL A
+$989.0K
4,250
减持
AXP
AMERICAN EXPRESS CO COM
+$962.0K
41,006
-1%
减持
POOL
POOL CORP COM
-$926.0K
1,125
-68%
增持
GD
GENERAL DYNAMICS CORP COM
-$819.0K
21,413
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$760.0K
497,983
+5%
清仓
—
LLC OPERAT AGMT-LESTER LODGE
-$744.0K
0
-100%
建仓
PSBQ
PSB HLDGS INC WIS COM
+$721.0K
27,199
清仓
PHR
PHREESIA INC COM
-$706.0K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$640.0K
72,477
-3%
增持
HON
HONEYWELL INTL INC COM
+$638.0K
27,722
+2%
清仓
—
VANDY CLUB 10 LLC
-$618.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP COM
-$603.0K
11,855
+2%
清仓
ONT
MONTROSE ENVIRONMENTAL GROUP COM
-$595.0K
0
-100%
增持
EVH
EVOLENT HEALTH INC CL A
-$588.0K
54,900
+29%
减持
COST
COSTCO WHSL CORP NEW COM
+$478.0K
19,749
-1%
增持
KR
KROGER CO COM
+$475.0K
99,026
+2%
减持
AMGN
AMGEN INC COM
-$443.0K
7,156
-0%
清仓
CAG
CONAGRA BRANDS INC COM
-$442.0K
0
-100%
减持
TDG
TRANSDIGM GROUP INC COM
-$434.0K
2,378
-2%
减持
UBER
UBER TECHNOLOGIES INC COM
-$423.0K
22,532
-5%
清仓
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$421.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC COM
+$402.0K
63,148
-1%
减持
CSGP
COSTAR GROUP INC COM
-$386.0K
10,825
-30%
增持
HD
HOME DEPOT INC COM
-$381.0K
27,899
+1%
增持
IWN
ISHARES TR RUS 2000 VAL ETF
+$373.0K
160,090
+3%
增持
CSCO
CISCO SYS INC COM
+$365.0K
15,541
+49%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$347.0K
9,381
+3%
建仓
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$332.0K
4,619
清仓
—
LAM RESEARCH CORP COM
-$312.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
-$312.0K
0
-100%
增持
—
LINDE PLC SHS
-$301.0K
5,177
+0%
清仓
CI
THE CIGNA GROUP COM
-$282.0K
0
-100%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$277.0K
3,836
增持
VRSK
VERISK ANALYTICS INC COM
+$275.0K
25,560
+1%
增持
ZTS
ZOETIS INC CL A
-$264.0K
8,136
+0%
清仓
AGG
ISHARES TR CORE US AGGBD ET
-$262.0K
0
-100%
清仓
IEFA
ISHARES TR CORE MSCI EAFE
-$260.0K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$259.0K
40,856
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$255.0K
57,425
+1%
减持
ECL
ECOLAB INC COM
-$235.0K
10,865
-0%
增持
BX
BLACKSTONE INC COM
+$233.0K
11,359
+1%
建仓
—
HS PRESS HOLDINGS LLC
+$232.0K
1
清仓
CVS
CVS HEALTH CORP COM
-$231.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
+$231.0K
8,472
建仓
LPLA
LPL FINL HLDGS INC COM
+$229.0K
702
减持
SCHW
SCHWAB CHARLES CORP COM
-$223.0K
11,412
-31%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$222.0K
7,881
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
+$218.0K
5,627
+102%
增持
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
+$217.0K
6,226
+86%
增持
LLY
ELI LILLY & CO COM
-$216.0K
1,942
+0%
清仓
—
MONDAY COM LTD SHS
-$215.0K
0
-100%
增持
FISV
FISERV INC COM
+$209.0K
2,607
+43%
建仓
TREX
TREX CO INC COM
+$207.0K
3,000
减持
NVDA
NVIDIA CORPORATION COM
-$206.0K
8,201
-24%
清仓
—
DUPONT DE NEMOURS INC COM
-$206.0K
0
-100%
建仓
XPO
XPO INC COM
+$205.0K
1,565
增持
LOW
LOWES COS INC COM
-$204.0K
8,579
+0%
清仓
HPQ
HP INC COM
-$204.0K
0
-100%
增持
NEOG
NEOGEN CORP COM
-$198.0K
61,100
+9%
增持
VXUS
VANGUARD STAR FDS VG TL INTL STK F
+$166.0K
54,689
+16%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$158.0K
16,563
+9%
减持
IRTC
IRHYTHM TECHNOLOGIES INC COM
+$158.0K
11,057
-2%
增持
WEC
WEC ENERGY GROUP INC COM
+$154.0K
5,389
+47%
减持
GE
GE AEROSPACE COM NEW
-$143.0K
5,233
-3%
减持
V
VISA INC COM CL A
+$135.0K
3,358
-0%
增持
EMR
EMERSON ELEC CO COM
+$130.0K
5,665
+8%
增持
ABBV
ABBVIE INC COM
+$130.0K
4,929
+30%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$128.0K
4,210
-0%
减持
—
EXXON MOBIL CORP COM
-$125.0K
8,299
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN COM
-$115.0K
9,800
-0%
增持
AVGO
BROADCOM INC COM
+$110.0K
1,806
+1%
增持
MSFT
MICROSOFT CORP COM
-$110.0K
61,982
+2%
减持
ROK
ROCKWELL AUTOMATION INC COM
+$107.0K
6,175
-0%
增持
WM
WASTE MGMT INC DEL COM
-$106.0K
33,663
+1%
增持
WFC
WELLS FARGO CO NEW COM
+$106.0K
6,338
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$104.0K
6,434
+9%
增持
AME
AMETEK INC COM
+$104.0K
11,862
+0%
增持
KO
COCA COLA CO COM
-$104.0K
10,796
+0%
增持
BIV
VANGUARD BD INDEX FDS INTERMED TERM
+$100.0K
4,707
+46%
增持
RMD
RESMED INC COM
-$92.0K
7,620
+1%
增持
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
-$92.0K
171,952
+3%
减持
WDAY
WORKDAY INC CL A
+$89.0K
6,750
-0%
减持
WAB
WABTEC COM
+$86.0K
14,445
-1%
减持
GEV
GE VERNOVA INC COM
+$85.0K
1,284
-3%
减持
F
FORD MTR CO COM
-$84.0K
21,836
-23%
减持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$82.0K
1,174
-25%
增持
ORCL
ORACLE CORP COM
+$78.0K
3,658
+17%
增持
BAC
BANK AMERICA CORP COM
+$77.0K
16,683
+1%
减持
PFF
ISHARES TR PFD AND INCM SEC
-$77.0K
7,193
-21%
增持
NOBL
PROSHARES TR S&P 500 DV ARIST
+$75.0K
3,321
+38%
增持
ASB
ASSOCIATED BANC CORP COM
+$69.0K
17,423
+8%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$60.0K
2,567
+2%
减持
TXN
TEXAS INSTRS INC COM
-$56.0K
2,909
-0%
减持
MDLZ
MONDELEZ INTL INC CL A
-$54.0K
3,721
-1%
增持
GILD
GILEAD SCIENCES INC COM
+$54.0K
6,072
+0%
增持
SPGI
S&P GLOBAL INC COM
-$53.0K
3,034
+0%
清仓
—
LIFELENS TECHNOLOGIES INC
-$50.0K
0
-100%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$50.0K
1,572
+8%
减持
DSI
ISHARES TR MSCI KLD400 SOC
-$48.0K
11,881
-5%
减持
KMB
KIMBERLY-CLARK CORP COM
-$47.0K
3,882
-0%
减持
ADBE
ADOBE INC COM
-$46.0K
562
-2%
增持
BMO
BANK MONTREAL QUE COM
+$45.0K
2,988
+10%
减持
DE
DEERE & CO COM
+$43.0K
16,086
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$42.0K
1,488
-1%
减持
FIS
FIDELITY NATL INFORMATION SV COM
-$40.0K
3,875
-8%
增持
RTX
RTX CORPORATION COM
+$35.0K
2,075
+23%
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$32.0K
2,258
+9%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$27.0K
5,736
-0%
增持
ABT
ABBOTT LABS COM
+$27.0K
5,972
+5%
增持
META
META PLATFORMS INC CL A
+$26.0K
934
+3%
增持
MCD
MCDONALDS CORP COM
+$26.0K
2,962
+8%
减持
CAT
CATERPILLAR INC COM
-$19.0K
556
-2%
增持
IJH
ISHARES TR CORE S&P MCP ETF
+$19.0K
7,025
+4%
减持
SSO
PROSHARES TR PSHS ULT S&P 500
+$17.0K
16,427
-1%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$15.0K
523
-7%
增持
PG
PROCTER AND GAMBLE CO COM
-$15.0K
7,852
+2%
减持
SYK
STRYKER CORPORATION COM
-$8.0K
5,864
-0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
-$7.0K
5,422
-2%
增持
DVY
ISHARES TR SELECT DIVID ETF
-$4.0K
2,368
+2%
