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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 141 项
建仓 47
增持 29
减持 57
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$33.0M
608,172
建仓
VOT
VANGUARD INDEX FDS MCAP GR IDXVIP
+$31.9M
108,703
减持
BAC
BANK AMERICA CORP COM
-$31.9M
14,292
-89%
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
+$30.2M
173,202
减持
AMGN
AMGEN INC COM
-$29.1M
7,402
-99%
减持
ASB
ASSOCIATED BANC CORP COM
-$29.0M
18,309
-91%
建仓
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$11.9M
19,382
减持
AMAT
APPLIED MATLS INC COM
-$9.2M
77,897
-20%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$8.2M
1,058,687
+4%
减持
AMZN
AMAZON COM INC COM
-$5.4M
118,135
-39%
建仓
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$5.2M
15,852
建仓
VXUS
VANGUARD STAR FDS VG TL INTL STK F
+$5.2M
70,365
减持
BILL
BILL HOLDINGS INC COM
-$5.1M
25,700
-40%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$4.8M
86,177
-6%
建仓
VUG
VANGUARD INDEX FDS GROWTH ETF
+$4.7M
9,840
增持
JNJ
JOHNSON & JOHNSON COM
+$3.7M
112,557
+0%
减持
AAPL
APPLE INC COM
+$3.7M
97,027
-12%
建仓
VTV
VANGUARD INDEX FDS VALUE ETF
+$3.5M
18,939
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$3.1M
19
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
+$2.7M
51,451
-8%
减持
IWN
ISHARES TR RUS 2000 VAL ETF
+$2.7M
158,488
-1%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
+$2.5M
88,968
-2%
建仓
APP
APPLOVIN CORP COM CL A
+$2.5M
3,485
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.4M
57,836
-24%
增持
CRM
SALESFORCE INC COM
-$2.0M
59,650
+1%
建仓
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.7M
2,540
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.6M
26,825
+10%
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$1.6M
11,350
减持
AME
AMETEK INC COM
-$1.6M
8,143
-64%
减持
JPM
JPMORGAN CHASE & CO. COM
+$1.5M
79,041
-2%
清仓
—
SPDR S&P 500 ETF TR TR UNIT
-$1.5M
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$1.4M
68,730
-13%
建仓
SSO
PROSHARES TR PSHS ULT S&P 500
+$1.4M
12,268
增持
VRSK
VERISK ANALYTICS INC COM
-$1.3M
26,087
+3%
减持
AIR
AAR CORP COM
-$1.3M
6,250
-66%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$1.3M
12,586
-1%
增持
PEP
PEPSICO INC COM
+$1.2M
77,468
+6%
减持
ABBV
ABBVIE INC COM
-$1.2M
4,929
-74%
建仓
VSGX
VANGUARD WORLD FD ESG INTL STK ETF
+$1.2M
16,826
增持
HD
HOME DEPOT INC COM
+$1.2M
29,796
+0%
减持
DIS
DISNEY WALT CO COM
-$1.1M
98,780
-1%
清仓
SG
SWEETGREEN INC COM CL A
-$1.1M
0
-100%
减持
GD
GENERAL DYNAMICS CORP COM
+$1.0M
23,082
-1%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$1.0M
15,489
-3%
建仓
DSI
ISHARES TR ESG MSCI KLD 400
+$1.0M
8,166
减持
IDXX
IDEXX LABS INC COM
+$1.0M
12,196
-3%
减持
AXP
AMERICAN EXPRESS CO COM
-$1.0M
40,834
-31%
增持
PYPL
PAYPAL HLDGS INC COM
-$928.0K
162,546
+2%
减持
PSTG
PURE STORAGE INC CL A
+$867.0K
33,495
-1%
减持
COST
COSTCO WHSL CORP NEW COM
-$855.0K
11,219
-1%
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$834.0K
1,195
建仓
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
+$799.0K
9,998
建仓
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
+$797.0K
10,096
建仓
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$763.0K
5,411
增持
DE
DEERE & CO COM
-$738.0K
16,252
+1%
减持
WAB
WABTEC COM
-$731.0K
6,258
-34%
增持
PFE
PFIZER INC COM
+$722.0K
411,863
+2%
减持
MSFT
MICROSOFT CORP COM
+$662.0K
63,052
-2%
减持
WMT
WALMART INC COM
+$654.0K
144,370
-1%
建仓
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$645.0K
8,674
建仓
BIV
VANGUARD BD INDEX FDS INTERMED TERM
+$643.0K
8,236
建仓
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$591.0K
2,832
建仓
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$579.0K
1,945
减持
UBER
UBER TECHNOLOGIES INC COM
-$548.0K
18,500
-27%
减持
CVX
CHEVRON CORP NEW COM
+$527.0K
46,655
-1%
减持
TDG
TRANSDIGM GROUP INC COM
-$507.0K
2,125
-2%
建仓
SUSA
ISHARES TR ESG OPTIMIZED
+$500.0K
3,689
增持
HON
HONEYWELL INTL INC COM
-$488.0K
30,079
+3%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$486.0K
2,602
-51%
减持
ABT
ABBOTT LABS COM
-$484.0K
5,972
-58%
减持
DXCM
DEXCOM INC COM
-$468.0K
20,550
-3%
建仓
DVN
DEVON ENERGY CORP NEW COM
+$465.0K
13,250
减持
BMO
BANK MONTREAL QUE COM
-$464.0K
2,789
-40%
建仓
SHW
SHERWIN WILLIAMS CO COM
+$416.0K
1,200
增持
GEV
GE VERNOVA INC COM
+$353.0K
4,094
+0%
清仓
RELY
REMITLY GLOBAL INC COM
-$347.0K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$323.0K
6,140
-22%
建仓
BNDX
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF
+$317.0K
6,412
建仓
TSLA
TESLA INC COM
+$315.0K
709
清仓
NOVT
NOVANTA INC COM
-$314.0K
0
-100%
建仓
IVW
ISHARES TR S&P 500 GRWT ETF
+$308.0K
2,550
建仓
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
+$304.0K
1,078
建仓
CACI
CACI INTL INC CL A
+$299.0K
600
建仓
IBIT
ISHARES BITCOIN TRUST ETF SHS BEN INT
+$288.0K
4,432
建仓
WAY
WAYSTAR HLDG CORP COM
+$284.0K
7,500
建仓
VNOM
VIPER ENERGY INC CL A
+$283.0K
7,400
增持
ORCL
ORACLE CORP COM
+$277.0K
4,275
+1%
建仓
CELC
CELCUITY INC COM
+$277.0K
5,600
建仓
FSV
FIRSTSERVICE CORP NEW COM
+$276.0K
1,450
建仓
SDY
SPDR SERIES TRUST S&P DIVID ETF
+$265.0K
1,894
建仓
TTAN
SERVICETITAN INC SHS CL A
+$262.0K
2,600
清仓
WING
WINGSTOP INC COM
-$261.0K
0
-100%
建仓
COWZ
PACER FDS TR US CASH COWS 100
+$259.0K
4,500
建仓
IVE
ISHARES TR S&P 500 VAL ETF
+$248.0K
1,203
减持
NVDA
NVIDIA CORPORATION COM
+$247.0K
8,775
-0%
建仓
RBC
RBC BEARINGS INC COM
+$234.0K
600
增持
AVGO
BROADCOM INC COM
+$226.0K
3,905
+1%
清仓
CARR
CARRIER GLOBAL CORPORATION COM
-$222.0K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$216.0K
1,000
增持
WM
WASTE MGMT INC DEL COM
-$215.0K
42,461
+1%
清仓
—
CLEARWATER ANALYTICS HLDGS I CL A
-$214.0K
0
-100%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
+$213.0K
4,500
-0%
建仓
TREX
TREX CO INC COM
+$207.0K
4,000
减持
GWRE
GUIDEWIRE SOFTWARE INC COM
-$206.0K
5,350
-12%
清仓
CI
THE CIGNA GROUP COM
-$202.0K
0
-100%
建仓
XPO
XPO INC COM
+$202.0K
1,565
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM
+$201.0K
3,500
建仓
DOCS
DOXIMITY INC CL A
+$201.0K
2,750
增持
NKE
NIKE INC CL B
-$165.0K
128,261
+0%
增持
RMD
RESMED INC COM
+$142.0K
7,755
+1%
增持
CSGP
COSTAR GROUP INC COM
+$130.0K
25,540
+1%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$110.0K
2,012
-37%
减持
PG
PROCTER AND GAMBLE CO COM
-$102.0K
7,559
-5%
减持
—
CHUBB LIMITED COM
-$101.0K
717
-32%
增持
—
MONDAY COM LTD SHS
-$98.0K
1,200
+14%
减持
AVAV
AEROVIRONMENT INC COM
-$90.0K
1,750
-22%
增持
PSBQ
PSB HLDGS INC WIS COM
+$81.0K
35,373
+3%
减持
IRTC
IRHYTHM TECHNOLOGIES INC COM
+$76.0K
10,000
-6%
减持
RTX
RTX CORPORATION COM
-$68.0K
1,402
-32%
减持
FIS
FIDELITY NATL INFORMATION SV COM
-$64.0K
4,152
-0%
增持
V
VISA INC COM CL A
-$58.0K
5,591
+1%
增持
CAT
CATERPILLAR INC COM
+$57.0K
622
+1%
减持
WEC
WEC ENERGY GROUP INC COM
-$56.0K
4,321
-18%
建仓
—
NIGHTWARE INC
+$50.0K
98,039
减持
MDLZ
MONDELEZ INTL INC CL A
-$48.0K
3,221
-13%
增持
CWST
CASELLA WASTE SYS INC CL A
+$48.0K
3,250
+44%
增持
ULS
UL SOLUTIONS INC CLASS A COM SHS
+$48.0K
6,850
+14%
增持
DVY
ISHARES TR SELECT DIVID ETF
+$42.0K
2,504
+6%
增持
CSCO
CISCO SYS INC COM
+$39.0K
15,074
+5%
增持
KO
COCA COLA CO COM
-$37.0K
9,850
+1%
减持
SEOAY
STORA ENSO OYJ SPON ADR REP R
-$36.0K
75,636
-5%
减持
RBA
RB GLOBAL INC COM
-$27.0K
31,505
-3%
减持
F
FORD MTR CO COM
+$21.0K
21,825
-2%
减持
—
TOTALENERGIES SE SPONSORED ADS
-$18.0K
5,750
-2%
增持
TYL
TYLER TECHNOLOGIES INC COM
+$14.0K
650
+18%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$13.0K
6,505
-6%
减持
BA
BOEING CO COM
+$11.0K
8,435
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$5.0K
5,920
+1%
减持
GILD
GILEAD SCIENCES INC COM
-$4.0K
4,525
-1%
减持
WFC
WELLS FARGO CO NEW COM
+$1.0K
4,947
-4%
建仓
SHMP
NATURALSHRIMP INC COM
+$0
150,000
