WOODMONT INVESTMENT COUNSEL LLC
NASHVILLE TN · SEC CIK 0001133653
$16.22亿2026Q1 申报市值
263持仓数
41.8%前十大占比 · 第一大 11.2%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PNFP 新建仓+$1,179.71万
SCHY 新建仓+$919.85万
SNEX 加仓+$876.57万
VUG 加仓+$385.29万
TOTL 加仓+$353.85万
2026Q1 卖出最多 按季末市值估算
PINNACLE FINL PA 清仓-$1,067.73万
XLV 减仓-$206.77万
VTV 减仓-$197.26万
CHART INDS INC 减仓-$182.33万
SGOV 减仓-$176.20万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1.81亿 | 11.17% | 415,008 | 8,821 | 2.2% | $385.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.45亿 | 8.93% | 738,418 | -10,054 | -1.3% | -$197.26万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,897.56万 | 6.10% | 1,544,563 | 50,411 | 3.4% | $323.03万 | 加仓 |
| AAPL | APPLE INC | $4,344.54万 | 2.68% | 171,186 | 1,180 | 0.7% | $29.95万 | 加仓 |
| IBDT | ISHARES TR | $4,113.98万 | 2.54% | 1,624,154 | -2,113 | -0.1% | -$5.35万 | 减仓 |
| IBDU | ISHARES TR | $4,074.57万 | 2.51% | 1,751,750 | 6,227 | 0.4% | $14.48万 | 加仓 |
| AVGO | BROADCOM INC | $3,377.16万 | 2.08% | 109,113 | 472 | 0.4% | $14.61万 | 加仓 |
| IBDS | ISHARES TR | $3,297.34万 | 2.03% | 1,360,290 | -2,601 | -0.2% | -$6.30万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $3,132.31万 | 1.93% | 1,073,443 | 88,800 | 9.0% | $259.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,033.42万 | 1.87% | 94,555 | 1,170 | 1.3% | $37.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,899.23万 | 1.79% | 78,322 | 2,530 | 3.3% | $93.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,790.12万 | 1.72% | 97,156 | 2,621 | 2.8% | $75.27万 | 加仓 |
| SNEX | STONEX GROUP INC | $2,761.96万 | 1.70% | 342,462 | 108,688 | 46.5% | $876.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,568.19万 | 1.58% | 98,052 | 865 | 0.9% | $22.66万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,485.54万 | 1.53% | 52,522 | -681 | -1.3% | -$32.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,433.15万 | 1.50% | 82,715 | 1,432 | 1.8% | $42.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,366.48万 | 1.46% | 114,378 | 1,695 | 1.5% | $35.07万 | 加仓 |
| IBDV | ISHARES TR | $2,329.85万 | 1.44% | 1,064,345 | 110,458 | 11.6% | $241.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,246.40万 | 1.38% | 91,900 | 2,041 | 2.3% | $49.89万 | 加仓 |
| MRK | MERCK & CO INC | $2,074.26万 | 1.28% | 172,439 | 1,932 | 1.1% | $23.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,071.03万 | 1.28% | 158,167 | 2,737 | 1.8% | $35.84万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $2,067.77万 | 1.27% | 440,795 | 12,000 | 2.8% | $56.29万 | 加仓 |
| LLY | ELI LILLY & CO | $2,018.82万 | 1.24% | 21,949 | 1,129 | 5.4% | $103.84万 | 加仓 |
| IBDW | ISHARES TR | $1,959.75万 | 1.21% | 936,335 | 122,356 | 15.0% | $256.09万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,855.96万 | 1.14% | 467,143 | 89,063 | 23.6% | $353.85万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,764.23万 | 1.09% | 234,917 | 1,566 | 0.7% | $11.76万 | 加仓 |
| GOOG | ALPHABET INC | $1,754.87万 | 1.08% | 61,175 | -781 | -1.3% | -$22.40万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $1,632.47万 | 1.01% | 569,599 | 40,614 | 7.7% | $116.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,615.29万 | 1.00% | 33,708 | -149 | -0.4% | -$7.14万 | 减仓 |
| GOOGL | ALPHABET INC | $1,489.61万 | 0.92% | 51,802 | 2,299 | 4.6% | $66.11万 | 加仓 |
| SGOV | ISHARES TR | $1,372.57万 | 0.85% | 136,357 | -17,504 | -11.4% | -$176.20万 | 减仓 |
| IEI | ISHARES TR | $1,315.30万 | 0.81% | 110,902 | 696 | 0.6% | $8.25万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,290.31万 | 0.80% | 78,615 | 4,227 | 5.7% | $69.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,267.71万 | 0.78% | 87,767 | 3,021 | 3.6% | $43.64万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $1,179.71万 | 0.73% | 136,953 | 136,953 | — | $1,179.71万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $1,155.98万 | 0.71% | 35,467 | 998 | 2.9% | $32.53万 | 加仓 |
| — | EXXON MOBIL CORP | $1,095.44万 | 0.68% | 64,567 | -1,273 | -1.9% | -$21.60万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,053.97万 | 0.65% | 209,953 | 6,257 | 3.1% | $31.41万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,043.76万 | 0.64% | 52,771 | 1,176 | 2.3% | $23.26万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $980.09万 | 0.60% | 66,178 | -1,206 | -1.8% | -$17.86万 | 减仓 |
| SMH | VANECK ETF TRUST | $968.09万 | 0.60% | 25,250 | -23 | -0.1% | -$8,818 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $960.43万 | 0.59% | 156,626 | 12,766 | 8.9% | $78.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $950.35万 | 0.59% | 44,190 | 341 | 0.8% | $7.33万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $919.85万 | 0.57% | 290,541 | 290,541 | — | $919.85万 | 新建仓 |
| KO | COCA COLA CO | $916.42万 | 0.56% | 120,502 | 2,276 | 1.9% | $17.31万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $841.91万 | 0.52% | 104,119 | 302 | 0.3% | $2.44万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $812.80万 | 0.50% | 138,845 | 3,985 | 3.0% | $23.33万 | 加仓 |
| IGSB | ISHARES TR | $795.78万 | 0.49% | 151,405 | -1,351 | -0.9% | -$7.10万 | 减仓 |
| PFE | PFIZER INC | $781.72万 | 0.48% | 278,391 | 11,490 | 4.3% | $32.26万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $771.17万 | 0.48% | 173,492 | 32,614 | 23.2% | $144.97万 | 加仓 |
| EMR | EMERSON ELEC CO | $740.61万 | 0.46% | 56,527 | 2,083 | 3.8% | $27.29万 | 加仓 |
| WMT | WALMART INC | $685.52万 | 0.42% | 55,159 | -2 | -0.0% | -$249 | 减仓 |
| SOXX | ISHARES TR | $683.71万 | 0.42% | 20,803 | -203 | -1.0% | -$6.67万 | 减仓 |
| BAC | BANK AMERICA CORP | $661.73万 | 0.41% | 135,740 | 8,139 | 6.4% | $39.68万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $660.73万 | 0.41% | 6,631 | 44 | 0.7% | $4.38万 | 加仓 |
| HD | HOME DEPOT INC | $619.43万 | 0.38% | 18,834 | 1,485 | 8.6% | $48.84万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $604.02万 | 0.37% | 10,108 | 1,096 | 12.2% | $65.49万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $587.52万 | 0.36% | 40,073 | -14,103 | -26.0% | -$206.77万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $586.97万 | 0.36% | 17,102 | 356 | 2.1% | $12.22万 | 加仓 |
| IVV | ISHARES TR | $504.71万 | 0.31% | 7,727 | 554 | 7.7% | $36.19万 | 加仓 |
| ABBV | ABBVIE INC | $502.42万 | 0.31% | 23,101 | -149 | -0.6% | -$3.24万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $467.35万 | 0.29% | 86,466 | -1,202 | -1.4% | -$6.50万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $460.21万 | 0.28% | 28,706 | 6,580 | 29.7% | $105.49万 | 加仓 |
| ORI | OLD REP INTL CORP | $457.56万 | 0.28% | 114,676 | 1,250 | 1.1% | $4.99万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $447.43万 | 0.28% | 118,242 | -6,554 | -5.3% | -$24.80万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $427.47万 | 0.26% | 6,573 | -408 | -5.8% | -$26.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $419.26万 | 0.26% | 7,264 | 243 | 3.5% | $14.03万 | 加仓 |
| NVS | NOVARTIS AG | $415.50万 | 0.26% | 27,201 | -642 | -2.3% | -$9.81万 | 减仓 |
| PEP | PEPSICO INC | $414.41万 | 0.26% | 26,686 | -623 | -2.3% | -$9.67万 | 减仓 |
| AMZN | AMAZON COM INC | $410.61万 | 0.25% | 19,715 | 670 | 3.5% | $13.95万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $402.47万 | 0.25% | 162,616 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $389.83万 | 0.24% | 110,559 | 5,220 | 5.0% | $18.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $387.50万 | 0.24% | 22,219 | 2,245 | 11.2% | $39.15万 | 加仓 |
| QUAL | ISHARES TR | $385.83万 | 0.24% | 20,115 | 51 | 0.3% | $9,782 | 加仓 |
| CAT | CATERPILLAR INC | $384.55万 | 0.24% | 5,428 | 413 | 8.2% | $29.26万 | 加仓 |
| MCD | MCDONALDS CORP | $354.05万 | 0.22% | 11,392 | -197 | -1.7% | -$6.12万 | 减仓 |
| META | META PLATFORMS INC | $346.89万 | 0.21% | 6,063 | 53 | 0.9% | $3.03万 | 加仓 |
| AFL | AFLAC INC | $331.06万 | 0.20% | 30,176 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $325.70万 | 0.20% | 17,448 | 2,918 | 20.1% | $54.47万 | 加仓 |
| SO | SOUTHERN CO | $320.47万 | 0.20% | 33,202 | 264 | 0.8% | $2.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $319.78万 | 0.20% | 11,818 | 2,704 | 29.7% | $73.17万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $317.09万 | 0.20% | 103,965 | -312 | -0.3% | -$9,516 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $309.08万 | 0.19% | 75,366 | 22,661 | 43.0% | $92.93万 | 加仓 |
| PAYX | PAYCHEX INC | $295.94万 | 0.18% | 32,126 | -1,064 | -3.2% | -$9.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $293.76万 | 0.18% | 12,784 | -93 | -0.7% | -$2.14万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $283.82万 | 0.17% | 35,859 | 8,156 | 29.4% | $64.55万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $269.10万 | 0.17% | 18,396 | 247 | 1.4% | $3.61万 | 加仓 |
| DAL | DELTA AIR LINES INC | $264.76万 | 0.16% | 39,825 | 28 | 0.1% | $1,861 | 加仓 |
| NUE | NUCOR CORP | $256.81万 | 0.16% | 15,187 | 492 | 3.3% | $8.32万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $254.63万 | 0.16% | 8,418 | -143 | -1.7% | -$4.33万 | 减仓 |
| IBMR | ISHARES TR | $254.02万 | 0.16% | 100,204 | -972 | -1.0% | -$2.46万 | 减仓 |
| CSCO | CISCO SYS INC | $242.33万 | 0.15% | 31,232 | -379 | -1.2% | -$2.94万 | 减仓 |
| COPX | GLOBAL X FDS | $237.28万 | 0.15% | 31,078 | 31,078 | — | $237.28万 | 新建仓 |
| DHR | DANAHER CORP DEL | $235.46万 | 0.15% | 12,419 | 259 | 2.1% | $4.91万 | 加仓 |
| IEMG | ISHARES INC | $233.86万 | 0.14% | 33,529 | -506 | -1.5% | -$3.53万 | 减仓 |
| RTX | RTX CORPORATION | $233.35万 | 0.14% | 12,097 | 116 | 1.0% | $2.24万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $218.45万 | 0.13% | 47,602 | 263 | 0.6% | $1.21万 | 加仓 |
| AVY | AVERY DENNISON CORP | $214.16万 | 0.13% | 12,402 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $214.01万 | 0.13% | 3,541 | -57 | -1.6% | -$3.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $209.91万 | 0.13% | 4,201 | 897 | 27.1% | $44.82万 | 加仓 |