Woodmont Investment Counsel LLC 13F 持仓 · 2026年Q2
Woodmont Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 286 只证券，申报市值合计 18.32 亿美元。前几大持仓：VUG（11.87%）、VTV（8.95%）、VEA（6.11%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $217.4M | 11.87% | 2.5M | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $164.0M | 8.95% | 752,493 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $111.9M | 6.11% | 1.6M | 增持 |
| 4 | AAPL | APPLE INC | $49.6M | 2.71% | 171,570 | 增持 |
| 5 | IBDU | ISHARES TR | $41.0M | 2.24% | 1.8M | 增持 |
| 6 | AVGO | BROADCOM INC | $39.9M | 2.18% | 105,500 | 减持 |
| 7 | SNEX | STONEX GROUP INC | $37.7M | 2.06% | 317,920 | 减持 |
| 8 | IBDT | ISHARES TR | $36.7M | 2.00% | 1.5M | 减持 |
| 9 | VTI | VANGUARD INDEX FDS | $35.5M | 1.94% | 96,017 | 增持 |
| 10 | SPTS | SPDR SERIES TRUST | $34.0M | 1.85% | 1.2M | 增持 |
| 11 | VO | VANGUARD INDEX FDS | $31.7M | 1.73% | 393,998 | 增持 |
| 12 | DELL | DELL TECHNOLOGIES INC | $30.6M | 1.67% | 70,963 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $29.7M | 1.62% | 79,721 | 增持 |
| 14 | VB | VANGUARD INDEX FDS | $29.7M | 1.62% | 97,940 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $27.1M | 1.48% | 82,732 | 增持 |
| 16 | LLY | ELI LILLY & CO | $26.6M | 1.45% | 22,183 | 增持 |
| 17 | IBDV | ISHARES TR | $26.3M | 1.44% | 1.2M | 增持 |
| 18 | IBDS | ISHARES TR | $25.7M | 1.41% | 1.1M | 减持 |
| 19 | IBDW | ISHARES TR | $23.5M | 1.28% | 1.1M | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $23.4M | 1.28% | 92,061 | 增持 |
| 21 | SPEM | SPDR INDEX SHS FDS | $23.4M | 1.28% | 452,274 | 增持 |
| 22 | MRK | MERCK & CO INC | $22.3M | 1.21% | 173,179 | 增持 |
| 23 | GOOG | ALPHABET INC | $21.5M | 1.17% | 60,756 | 减持 |
| 24 | HCA | HCA HEALTHCARE INC | $21.3M | 1.16% | 54,633 | 增持 |
| 25 | TOTL | SSGA ACTIVE ETF TR | $21.0M | 1.15% | 533,286 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR