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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 124 项
建仓 12
增持 60
减持 23
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
BAC
VANGUARD INDEX FDS MCAP GR IDXVIP
+$32.0M
127,802
+723%
增持
ASB
VANGUARD INDEX FDS MCAP VL IDXVIP
+$29.1M
194,761
+1016%
增持
AMGN
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$28.9M
595,634
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。
+8224%
清仓
VOE
VANGUARD INDEX FDS MCAP VL IDXVIP
-$28.3M
0
-100%
清仓
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
-$27.5M
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$24.4M
0
-100%
清仓
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
-$15.5M
0
-100%
增持
AMAT
VANGUARD INDEX FDS S&P 500 ETF SHS
+$14.5M
97,516
+33%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$12.3M
1,013,999
+6%
增持
AMZN
VANGUARD STAR FDS VG TL INTL STK F
+$9.0M
192,278
+64%
增持
MSFT
MICROSOFT CORP COM
+$8.1M
64,323
+1%
建仓
IDXX
IDEXX LABS INC COM
+$6.8M
12,619
增持
PFE
PFIZER INC COM
+$6.6M
403,117
+218%
清仓
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
-$5.7M
0
-100%
增持
BILL
VANGUARD INDEX FDS TOTAL STK MKT
+$5.6M
42,955
+140%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$5.0M
24,417
+1%
清仓
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$4.0M
0
-100%
增持
JPM
JPMORGAN CHASE & CO. COM
+$3.9M
80,693
+1%
清仓
VXUS
VANGUARD STAR FDS VG TL INTL STK F
-$3.7M
0
-100%
清仓
VUG
VANGUARD INDEX FDS GROWTH ETF
-$3.7M
0
-100%
增持
AXP
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$3.5M
59,117
+44%
清仓
VTV
VANGUARD INDEX FDS VALUE ETF
-$3.1M
0
-100%
增持
BRK/A
VANGUARD INDEX FDS GROWTH ETF
+$3.0M
9,768
+54167%
增持
DIS
DISNEY WALT CO COM
+$2.9M
100,071
+4%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$2.8M
90,725
+0%
增持
GOOGL
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$2.6M
91,268
+4%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$2.5M
15,974
-1%
增持
NKE
NIKE INC CL B
+$2.1M
128,220
+15%
增持
AIR
ISHARES TR ESG MSCI KLD 400
+$1.6M
18,506
+393%
增持
GOOG
SELECT SECTOR SPDR TR SBI HEALTHCARE
+$1.6M
56,125
+6%
增持
BA
BOEING CO COM
+$1.6M
8,637
+504%
建仓
—
SPDR S&P 500 ETF TR TR UNIT
+$1.5M
2,455
减持
WMT
WALMART INC COM
+$1.4M
145,467
-0%
减持
PYPL
PAYPAL HLDGS INC COM
+$1.4M
159,150
-0%
清仓
SPY
SPDR S&P 500 ETF TR TR UNIT
-$1.3M
0
-100%
增持
ABBV
SPDR SERIES TRUST S&P DIVID ETF
+$1.3M
19,091
+287%
增持
GEV
GE VERNOVA INC COM
+$1.3M
4,090
+47%
清仓
DSI
ISHARES TR ESG MSCI KLD 400
-$1.2M
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.2M
1,880
-66%
增持
AME
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$1.1M
22,911
+93%
建仓
SG
SWEETGREEN INC COM CL A
+$1.1M
72,300
清仓
SSO
PROSHARES TR PSHS ULT S&P 500
-$1.0M
0
-100%
增持
PEP
PEPSICO INC COM
-$996.0K
73,085
+3%
减持
GNRC
GENERAC HLDGS INC COM
-$983.0K
6,750
-56%
增持
JNJ
JOHNSON & JOHNSON COM
-$909.0K
112,203
+3%
清仓
SQ
BLOCK INC CL A
-$898.0K
0
-100%
增持
HON
HONEYWELL INTL INC COM
+$791.0K
29,285
+3%
减持
IWN
ISHARES TR RUS 2000 VAL ETF
+$745.0K
160,669
-1%
增持
V
VISA INC COM CL A
+$744.0K
5,541
+59%
增持
BRK/B
VANGUARD INDEX FDS VALUE ETF
+$706.0K
76,460
+32%
增持
CVX
CHEVRON CORP NEW COM
-$693.0K
46,912
+6%
增持
CRM
SALESFORCE INC COM
+$675.0K
59,131
+3%
建仓
AVAV
AEROVIRONMENT INC COM
+$641.0K
2,250
清仓
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
-$638.0K
0
-100%
减持
DE
DEERE & CO COM
+$610.0K
16,066
-0%
清仓
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
-$596.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC COM
+$575.0K
25,300
+3%
增持
GD
GENERAL DYNAMICS CORP COM
+$559.0K
23,410
+2%
增持
BNY
VANGUARD INDEX FDS SM CP VAL ETF
+$552.0K
5,335
+105%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$552.0K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$551.0K
0
-100%
增持
BMO
VANGUARD INDEX FDS SML CP GRW ETF
+$542.0K
4,660
+56%
清仓
NEOG
NEOGEN CORP COM
-$530.0K
0
-100%
增持
HD
HOME DEPOT INC COM
+$504.0K
29,762
+5%
清仓
BIV
VANGUARD BD INDEX FDS INTERMED TERM
-$499.0K
0
-100%
增持
ABT
PACER FDS TR US CASH COWS 100
+$491.0K
14,137
+137%
增持
WM
WASTE MGMT INC DEL COM
+$486.0K
41,915
+7%
清仓
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$478.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$472.0K
8,797
+4%
清仓
VBR
VANGUARD INDEX FDS SM CP VAL ETF
-$466.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW COM
+$458.0K
11,354
-0%
清仓
VBK
VANGUARD INDEX FDS SML CP GRW ETF
-$431.0K
0
-100%
增持
DXCM
DEXCOM INC COM
+$424.0K
21,200
+1%
增持
ORCL
ORACLE CORP COM
+$422.0K
4,230
+18%
增持
TDG
TRANSDIGM GROUP INC COM
+$402.0K
2,175
+4%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$396.0K
4,512
+1%
建仓
SMG
SCOTTS MIRACLE-GRO CO CL A
+$396.0K
6,000
增持
AAPL
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
-$391.0K
110,345
+15%
增持
VRSK
VERISK ANALYTICS INC COM
+$376.0K
25,282
+0%
建仓
—
WELLS FARGO CO NEW PERP PFD CNV A
+$352.0K
300
清仓
LNT
ALLIANT ENERGY CORP COM
-$328.0K
0
-100%
增持
GE
GE AEROSPACE COM NEW
+$302.0K
5,187
+1%
增持
RMD
RESMED INC COM
+$284.0K
7,680
+1%
增持
SBUX
STARBUCKS CORP COM
-$276.0K
79,149
+3%
建仓
SPXC
SPX TECHNOLOGIES INC COM
+$268.0K
1,600
建仓
WING
WINGSTOP INC COM
+$261.0K
776
清仓
SDY
SPDR SERIES TRUST S&P DIVID ETF
-$257.0K
0
-100%
清仓
COWZ
PACER FDS TR US CASH COWS 100
-$246.0K
0
-100%
建仓
CAT
CATERPILLAR INC COM
+$240.0K
617
清仓
BNDX
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
-$236.0K
0
-100%
增持
MDB
MONGODB INC CL A
+$230.0K
5,400
+5%
增持
CW
CURTISS WRIGHT CORP COM
+$226.0K
950
+27%
清仓
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
-$223.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$222.0K
3,040
增持
FAST
FASTENAL CO COM
+$222.0K
68,800
+100%
清仓
ADBE
ADOBE INC COM
-$215.0K
0
-100%
建仓
—
CLEARWATER ANALYTICS HLDGS I CL A
+$214.0K
9,750
减持
WAB
WABTEC COM
+$210.0K
9,486
-3%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$203.0K
990
减持
FISV
FISERV INC COM
-$178.0K
2,307
-12%
减持
GILD
GILEAD SCIENCES INC COM
-$171.0K
4,567
-24%
减持
SYK
STRYKER CORPORATION COM
+$121.0K
5,824
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$119.0K
22,275
+1400%
减持
ZTS
ZOETIS INC CL A
-$118.0K
7,830
-4%
增持
PSBQ
PSB HLDGS INC WIS COM
+$109.0K
34,373
+24%
减持
—
EXXON MOBIL CORP COM
-$102.0K
8,159
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN COM
+$98.0K
9,750
-1%
增持
DT
DYNATRACE INC COM NEW
+$93.0K
5,750
+21%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$76.0K
5,879
+3%
增持
PG
PROCTER AND GAMBLE CO COM
-$70.0K
7,928
+1%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$51.0K
4,160
-7%
增持
FIS
FIDELITY NATL INFORMATION SV COM
+$49.0K
4,155
+7%
减持
CSCO
CISCO SYS INC COM
+$38.0K
14,297
-8%
减持
WFC
WELLS FARGO CO NEW COM
-$28.0K
5,166
-16%
增持
NOC
NORTHROP GRUMMAN CORP COM
-$23.0K
12,777
+2%
减持
BROS
DUTCH BROS INC CL A
-$21.0K
7,000
-14%
增持
F
FORD MTR CO COM
+$21.0K
22,162
+1%
减持
IVV
ISHARES TR CORE S&P500 ETF
+$13.0K
399
-5%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$12.0K
6,910
+1%
减持
—
LINDE PLC SHS
+$10.0K
5,045
-0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
-$8.0K
5,195
-9%
增持
—
CHUBB LIMITED COM
+$8.0K
1,047
+7%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$8.0K
3,194
-7%
清仓
—
VORTEX ENERGY CORP COM
-$2.0K
0
-100%
