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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 148 项
建仓 11
增持 62
减持 50
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$11.2M
30,068
+282%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$10.8M
957,924
+7%
减持
COST
COSTCO WHSL CORP NEW COM
-$7.3M
11,400
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。
-42%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$7.0M
14,535
-62%
清仓
KR
KROGER CO COM
-$6.1M
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
+$5.7M
39,102
增持
PYPL
PAYPAL HLDGS INC COM
+$5.0M
159,365
+152%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$4.7M
57,739
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$4.3M
108,830
+15%
减持
PFE
PFIZER INC COM
-$4.1M
126,923
-54%
增持
CRM
SALESFORCE INC COM
-$3.7M
57,572
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$3.0M
87,858
+0%
增持
AMZN
AMAZON COM INC COM
-$3.0M
117,223
+2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$2.8M
18
+6%
减持
AAPL
APPLE INC COM
-$2.8M
96,249
-0%
清仓
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$2.8M
0
-100%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
-$2.7M
90,425
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$2.5M
539,980
+8%
增持
WM
WASTE MGMT INC DEL COM
+$2.3M
39,329
+17%
增持
MSFT
MICROSOFT CORP COM
-$2.2M
63,772
+3%
增持
IWN
ISHARES TR RUS 2000 VAL ETF
-$1.7M
162,948
+2%
清仓
FLYW
FLYWIRE CORPORATION COM VTG
-$1.6M
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$1.5M
44,301
+8%
增持
GOOG
ALPHABET INC CAP STK CL C
-$1.4M
52,778
+4%
增持
PEP
PEPSICO INC COM
+$1.4M
71,000
+16%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.3M
24,119
+8%
增持
CSGP
COSTAR GROUP INC COM
+$1.2M
25,190
+133%
减持
AXP
AMERICAN EXPRESS CO COM
-$1.1M
40,985
-0%
减持
WAB
WABTEC COM
-$964.0K
9,786
-32%
增持
SBUX
STARBUCKS CORP COM
+$915.0K
76,740
+6%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$848.0K
12,521
+6%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$845.0K
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR CL A
-$779.0K
0
-100%
增持
DE
DEERE & CO COM
+$743.0K
16,106
+0%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$660.0K
16,056
-3%
增持
GD
GENERAL DYNAMICS CORP COM
+$627.0K
22,999
+7%
清仓
EVH
EVOLENT HEALTH INC CL A
-$618.0K
0
-100%
增持
GWRE
GUIDEWIRE SOFTWARE INC COM
+$595.0K
6,100
+88%
增持
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
-$592.0K
112,333
+2%
增持
DXCM
DEXCOM INC COM
+$587.0K
20,900
+93%
增持
DIS
DISNEY WALT CO COM
-$543.0K
96,158
+7%
增持
PSTG
PURE STORAGE INC CL A
-$535.0K
33,695
+2%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$534.0K
4,464
-13%
增持
VXUS
VANGUARD STAR FDS VG TL INTL STK F
+$523.0K
60,319
+10%
减持
WMT
WALMART INC COM
-$516.0K
145,562
-1%
减持
SQ
BLOCK INC CL A
-$508.0K
16,535
-0%
减持
SSO
PROSHARES TR PSHS ULT S&P 500
-$504.0K
12,268
-25%
减持
VRSK
VERISK ANALYTICS INC COM
+$459.0K
25,198
-1%
增持
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
+$448.0K
176,059
+2%
增持
HD
HOME DEPOT INC COM
-$444.0K
28,400
+2%
清仓
IJH
ISHARES TR CORE S&P MCP ETF
-$438.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC COM
+$426.0K
24,500
+9%
增持
GEV
GE VERNOVA INC COM
+$425.0K
2,773
+116%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$416.0K
0
-100%
清仓
POOL
POOL CORP COM
-$384.0K
0
-100%
减持
BX
BLACKSTONE INC COM
-$371.0K
11,350
-0%
增持
AMAT
APPLIED MATLS INC COM
-$364.0K
73,423
+8%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$362.0K
1,485
-0%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT
-$348.0K
0
-100%
清仓
NOBL
PROSHARES TR S&P 500 DV ARIST
-$331.0K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP COM
+$328.0K
5,101
减持
JPM
JPMORGAN CHASE & CO. COM
+$328.0K
79,564
-1%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$323.0K
18,105
+9%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET SHS NEW
+$315.0K
8,636
减持
RBA
RB GLOBAL INC COM
+$304.0K
32,405
-1%
建仓
NOW
SERVICENOW INC COM
+$295.0K
370
增持
RYAN
RYAN SPECIALTY HOLDINGS INC CL A
+$289.0K
17,850
+11%
清仓
LRCX
LAM RESEARCH CORP COM NEW
-$277.0K
0
-100%
建仓
—
MONDAY COM LTD SHS
+$255.0K
1,050
建仓
CWST
CASELLA WASTE SYS INC CL A
+$251.0K
2,250
建仓
BA
BOEING CO COM
+$244.0K
1,431
建仓
CW
CURTISS WRIGHT CORP COM
+$238.0K
750
建仓
BNDX
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
+$236.0K
4,840
增持
HON
HONEYWELL INTL INC COM
-$233.0K
28,473
+3%
清仓
—
HS PRESS HOLDINGS LLC
-$232.0K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
-$231.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$230.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$230.0K
5,600
+30%
增持
AVGO
BROADCOM INC COM
+$226.0K
3,855
+113%
清仓
PFF
ISHARES TR PFD AND INCM SEC
-$226.0K
0
-100%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT
-$223.0K
0
-100%
清仓
WING
WINGSTOP INC COM
-$221.0K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$218.0K
2,602
清仓
SPYG
SPDR SER TR PRTFLO S&P500 GW
-$214.0K
0
-100%
增持
NKE
NIKE INC CL B
+$211.0K
111,179
+23%
清仓
CARR
CARRIER GLOBAL CORPORATION COM
-$208.0K
0
-100%
清仓
TREX
TREX CO INC COM
-$207.0K
0
-100%
清仓
XPO
XPO INC COM
-$205.0K
0
-100%
清仓
CAT
CATERPILLAR INC COM
-$202.0K
0
-100%
建仓
CI
THE CIGNA GROUP COM
+$201.0K
610
减持
—
LINDE PLC SHS
+$191.0K
5,065
-2%
增持
NVDA
NVIDIA CORPORATION COM
-$183.0K
8,468
+3%
减持
SPY
SPDR S&P 500 ETF TR TR UNIT
-$164.0K
2,395
-7%
增持
V
VISA INC COM CL A
+$162.0K
3,491
+4%
减持
FAST
FASTENAL CO COM
+$160.0K
34,400
-1%
减持
GE
GE AEROSPACE COM NEW
+$160.0K
5,159
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
+$157.0K
7,551
+34%
增持
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
+$157.0K
8,155
+31%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$154.0K
9,967
+6%
增持
BIV
VANGUARD BD INDEX FDS INTERMED TERM
+$147.0K
6,519
+38%
减持
ECL
ECOLAB INC COM
+$146.0K
10,615
-2%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$146.0K
6,512
+41%
增持
BILL
BILL HOLDINGS INC COM
+$143.0K
17,900
+124%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$143.0K
3,417
-21%
减持
LOW
LOWES COS INC COM
-$121.0K
8,565
-0%
减持
IRTC
IRHYTHM TECHNOLOGIES INC COM
+$120.0K
10,675
-3%
减持
TXN
TEXAS INSTRS INC COM
-$117.0K
2,384
-18%
减持
GILD
GILEAD SCIENCES INC COM
+$116.0K
6,042
-0%
增持
TOST
TOAST INC CL A
-$112.0K
45,000
+2%
清仓
—
REPRISE BIOMEDICAL INC
-$110.0K
0
-100%
减持
TDG
TRANSDIGM GROUP INC COM
-$109.0K
2,100
-12%
减持
ORCL
ORACLE CORP COM
-$107.0K
3,600
-2%
增持
ULS
UL SOLUTIONS INC CLASS A COM SHS
+$107.0K
6,000
+30%
减持
AME
AMETEK INC COM
-$99.0K
11,843
-0%
减持
LLY
ELI LILLY & CO COM
+$96.0K
1,932
-1%
减持
—
EXXON MOBIL CORP COM
+$89.0K
8,260
-0%
减持
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
-$87.0K
1,078
-19%
增持
MDB
MONGODB INC CL A
-$86.0K
5,150
+21%
减持
BAC
BANK AMERICA CORP COM
-$85.0K
15,527
-7%
增持
PODD
INSULET CORP COM
+$83.0K
2,665
+13%
减持
EMR
EMERSON ELEC CO COM
-$81.0K
5,656
-0%
增持
DSI
ISHARES TR ESG MSCI KLD 400
-$79.0K
12,018
+1%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$73.0K
419
-20%
减持
WEC
WEC ENERGY GROUP INC COM
+$69.0K
5,289
-2%
减持
RMD
RESMED INC COM
-$46.0K
7,580
-1%
增持
—
CHUBB LIMITED COM
+$40.0K
977
+6%
减持
ADBE
ADOBE INC COM
-$35.0K
560
-0%
减持
CSCO
CISCO SYS INC COM
+$34.0K
15,466
-0%
减持
META
META PLATFORMS INC CL A
-$33.0K
891
-5%
减持
MDLZ
MONDELEZ INTL INC CL A
+$29.0K
3,696
-1%
减持
BROS
DUTCH BROS INC CL A
-$29.0K
8,100
-20%
减持
KO
COCA COLA CO COM
+$27.0K
9,750
-10%
减持
SPGI
S&P GLOBAL INC COM
+$25.0K
3,024
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$24.0K
5,706
-1%
增持
ASB
ASSOCIATED BANC CORP COM
-$23.0K
17,453
+0%
增持
NOVT
NOVANTA INC COM
-$22.0K
2,433
+11%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$22.0K
4,272
+3%
减持
MCD
MCDONALDS CORP COM
+$20.0K
2,812
-5%
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$19.0K
2,504
+11%
减持
PG
PROCTER AND GAMBLE CO COM
+$16.0K
7,821
-0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$15.0K
5,699
+5%
减持
ZTS
ZOETIS INC CL A
+$14.0K
8,130
-0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$11.0K
4,460
+6%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
-$9.0K
1,712
+9%
增持
PSBQ
PSB HLDGS INC WIS COM
-$9.0K
27,699
+2%
减持
WFC
WELLS FARGO CO NEW COM
-$3.0K
6,160
-3%
清仓
SHMP
NATURALSHRIMP INC COM
+$0
0
-100%
减持
COF
CAPITAL ONE FINL CORP COM
+$0
1,601
-0%
