13F 机构持仓

WOODMONT INVESTMENT COUNSEL LLC

NASHVILLE TN · SEC CIK 0001133653

2026Q22026Q1 更早 9 个季度 🔒
$18.32亿2026Q2 申报市值
287持仓数
41.9%前十大占比 · 第一大 11.9%
25 / 3新建仓 / 清仓
申报市值走势$18.32亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 11.9%
VTV 9.0%
VEA 6.1%
AAPL 2.7%
IBDU 2.2%
AVGO 2.2%
SNEX 2.1%
IBDT 2.0%
VTI 1.9%
SPTS 1.9%

2026Q2 买入最多 按季末市值估算

BINC 新建仓+$1,285.61万
IBDW 加仓+$399.18万
XYL 加仓+$342.23万
IBDV 加仓+$311.97万
VTV 加仓+$306.74万

2026Q2 卖出最多 按季末市值估算

IBDS 减仓-$720.12万
IBDT 减仓-$430.29万
DELL 减仓-$330.15万
SNEX 减仓-$290.82万
AVGO 减仓-$136.48万

2026Q2 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 $2.17亿11.87%2,524,114 34,0661.4% $293.44万 加仓
VTV VANGUARD INDEX FDS $1.64亿8.95%752,493 14,0751.9% $306.74万 加仓
VEA VANGUARD TAX-MANAGED FDS $1.12亿6.11%1,570,715 26,1521.7% $186.33万 加仓
AAPL APPLE INC $4,964.55万2.71%171,570 3840.2% $11.11万 加仓
IBDU ISHARES TR $4,102.86万2.24%1,771,527 19,7771.1% $45.80万 加仓
AVGO BROADCOM INC $3,985.27万2.18%105,500 -3,613-3.3% -$136.48万 减仓
SNEX STONEX GROUP INC $3,767.35万2.06%317,920 -24,542-7.2% -$290.82万 减仓
IBDT ISHARES TR $3,670.70万2.00%1,453,743 -170,411-10.5% -$430.29万 减仓
VTI VANGUARD INDEX FDS $3,553.03万1.94%96,017 1,4621.5% $54.10万 加仓
SPTS SPDR SERIES TRUST $3,397.69万1.85%1,171,212 97,7699.1% $283.63万 加仓
VO VANGUARD INDEX FDS $3,174.44万1.73%393,998 5,3741.4% $43.30万 加仓
DELL DELL TECHNOLOGIES INC $3,061.77万1.67%70,963 -7,652-9.7% -$330.15万 减仓
MSFT MICROSOFT CORP $2,973.75万1.62%79,721 1,3991.8% $52.19万 加仓
VB VANGUARD INDEX FDS $2,968.76万1.62%97,940 -112-0.1% -$3.39万 减仓
JPM JPMORGAN CHASE & CO $2,708.07万1.48%82,732 170.0% $5,565 加仓
LLY ELI LILLY & CO $2,660.70万1.45%22,183 2341.1% $28.07万 加仓
IBDV ISHARES TR $2,632.24万1.44%1,207,452 143,10713.4% $311.97万 加仓
IBDS ISHARES TR $2,574.50万1.41%1,062,966 -297,324-21.9% -$720.12万 减仓
IBDW ISHARES TR $2,350.50万1.28%1,127,880 191,54520.5% $399.18万 加仓
SPEM SPDR INDEX SHS FDS $2,341.87万1.28%452,274 11,4792.6% $59.44万 加仓
JNJ JOHNSON & JOHNSON $2,338.07万1.28%92,061 1610.2% $4.09万 加仓
MRK MERCK & CO INC $2,225.35万1.21%173,179 7400.4% $9.51万 加仓
GOOG ALPHABET INC $2,146.69万1.17%60,756 -419-0.7% -$14.80万 减仓
HCA HCA HEALTHCARE INC $2,130.09万1.16%54,633 2,1114.0% $82.31万 加仓
TOTL SSGA ACTIVE ETF TR $2,104.88万1.15%533,286 66,14314.2% $261.07万 加仓
DUK DUKE ENERGY CORP NEW $2,026.19万1.11%160,072 1,9051.2% $24.11万 加仓
VEU VANGUARD INTL EQUITY INDEX F $1,972.30万1.08%235,499 5820.2% $4.87万 加仓
CVX CHEVRON CORPORATION $1,935.46万1.06%116,763 2,3852.1% $39.53万 加仓
GOOGL ALPHABET INC $1,853.34万1.01%51,860 580.1% $2.07万 加仓
SPTI SPDR SERIES TRUST $1,711.22万0.93%602,756 33,1575.8% $94.13万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,700.18万0.93%33,977 2690.8% $13.46万 加仓
SMH VANECK ETF TRUST $1,647.73万0.90%25,122 -128-0.5% -$8.40万 减仓
PNFP PINNACLE FINL PARTNERS INC $1,371.40万0.75%135,944 -1,009-0.7% -$10.18万 减仓
SGOV ISHARES TR $1,369.53万0.75%136,041 -316-0.2% -$3.18万 减仓
SOXX ISHARES TR $1,323.36万0.72%20,653 -150-0.7% -$9.61万 减仓
PG PROCTER & GAMBLE CO $1,295.45万0.71%88,342 5750.7% $8.43万 加仓
BINC BLACKROCK ETF TRUST II $1,285.61万0.70%245,626 245,626— $1,285.61万 新建仓
IEI ISHARES TR $1,239.84万0.68%105,563 -5,339-4.8% -$62.71万 减仓
CB CHUBB LIMITED $1,235.52万0.67%36,260 7932.2% $27.02万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $1,226.72万0.67%169,718 13,0928.4% $94.63万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,040.35万0.57%43,967 -223-0.5% -$5.28万 减仓
VYM VANGUARD WHITEHALL FDS $1,040.28万0.57%65,828 -350-0.5% -$5.53万 减仓
KO COCA COLA CO $989.57万0.54%121,763 1,2611.0% $10.25万 加仓
NHI NATIONAL HEALTH INVS INC $959.69万0.52%125,845 21,72620.9% $165.68万 加仓
SCHY SCHWAB STRATEGIC TR $954.64万0.52%300,864 10,3233.6% $32.75万 加仓
FANG DIAMONDBACK ENERGY INC $932.74万0.51%53,063 2920.6% $5.13万 加仓
VOO VANGUARD INDEX FDS $924.09万0.50%13,455 3,34733.1% $229.87万 加仓
VZ VERIZON COMMUNICATIONS INC $914.72万0.50%216,041 6,0882.9% $25.78万 加仓
— EXXON MOBIL CORP $873.97万0.48%63,924 -643-1.0% -$8.79万 减仓
PANW PALO ALTO NETWORKS INC $851.29万0.46%24,963 -3,743-13.0% -$127.64万 减仓
EMR EMERSON ELEC CO $819.17万0.45%57,225 6981.2% $9.99万 加仓
VGSH VANGUARD SCOTTSDALE FDS $805.30万0.44%138,367 -478-0.3% -$2.78万 减仓
BAC BANK OF AMER CORP $790.26万0.43%138,691 2,9512.2% $16.81万 加仓
IGSB ISHARES TR $786.74万0.43%150,113 -1,292-0.9% -$6.77万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $780.92万0.43%174,118 6260.4% $2.81万 加仓
HD HOME DEPOT INC $699.68万0.38%19,839 1,0055.3% $35.44万 加仓
PFE PFIZER INC $685.18万0.37%284,542 6,1512.2% $14.81万 加仓
XLV SELECT SECTOR SPDR TR $650.42万0.36%40,994 9212.3% $14.61万 加仓
COST COSTCO WHOLESALE CORPORATION $618.07万0.34%6,607 -24-0.4% -$2.25万 减仓
WMT WALMART INC $617.43万0.34%54,514 -645-1.2% -$7.31万 减仓
GD GENERAL DYNAMICS CORP $604.97万0.33%17,078 -24-0.1% -$8,502 减仓
IVV ISHARES TR $578.27万0.32%7,722 -5-0.1% -$3,744 减仓
CAT CATERPILLAR INC $572.06万0.31%5,372 -56-1.0% -$5.96万 减仓
ABBV ABBVIE INC $571.68万0.31%22,718 -383-1.7% -$9.64万 减仓
XYL XYLEM INC $548.35万0.30%46,388 28,951166.0% $342.23万 加仓
QQQ INVESCO QQQ TR $530.80万0.29%7,208 -56-0.8% -$4.12万 减仓
VWO VANGUARD INTL EQUITY INDEX F $509.12万0.28%85,294 -1,172-1.4% -$7.00万 减仓
SPY STATE STR SPDR S&P 500 ETF T $483.76万0.26%6,478 -95-1.4% -$7.09万 减仓
AMZN AMAZON COM INC $482.24万0.26%20,233 5182.6% $12.35万 加仓
ORI OLD REP INTL CORP $478.82万0.26%117,014 2,3382.0% $9.57万 加仓
HROW HARROW INC $474.86万0.26%111,810 1,2511.1% $5.31万 加仓
SCHF SCHWAB STRATEGIC TR $444.60万0.24%160,504 -2,112-1.3% -$5.85万 减仓
UNH UNITEDHEALTH GROUP INC $441.86万0.24%10,631 -1,187-10.0% -$49.34万 减仓
QUAL ISHARES TR $440.55万0.24%20,077 -38-0.2% -$8,338 减仓
NVDA NVIDIA CORPORATION $437.44万0.24%21,862 -357-1.6% -$7.14万 减仓
EPD ENTERPRISE PRODS PARTNERS L $426.69万0.23%116,075 -2,167-1.8% -$7.97万 减仓
NVS NOVARTIS AG $424.99万0.23%27,118 -83-0.3% -$1.30万 减仓
ACIW ACI WORLDWIDE INC $383.63万0.21%76,283 9171.2% $4.61万 加仓
DAL DELTA AIR LINES INC $373.62万0.20%39,891 660.2% $6,182 加仓
CSCO CISCO SYS INC $366.89万0.20%31,235 30.0% $352 加仓
SCHV SCHWAB STRATEGIC TR $362.42万0.20%104,114 1490.1% $5,187 加仓
META META PLATFORMS INC $349.36万0.19%6,202 1392.3% $7.83万 加仓
PEP PEPSICO INC $346.78万0.19%25,611 -1,075-4.0% -$14.56万 减仓
AFL AFLAC INC $344.06万0.19%29,344 -832-2.8% -$9.76万 减仓
NUE NUCOR CORP $333.28万0.18%14,962 -225-1.5% -$5.01万 减仓
COPX GLOBAL X FDS $317.35万0.17%41,230 10,15232.7% $78.14万 加仓
SO SOUTHERN CO $316.31万0.17%33,049 -153-0.5% -$1.46万 减仓
MCD MCDONALDS CORP $305.10万0.17%11,287 -105-0.9% -$2.84万 减仓
PAYX PAYCHEX INC $298.41万0.16%30,348 -1,778-5.5% -$17.48万 减仓
CALM CAL MAINE FOODS INC $291.04万0.16%36,127 2680.7% $2.16万 加仓
AXP AMERICAN EXPRESS CO $285.11万0.16%8,429 110.1% $3,721 加仓
CRM SALESFORCE INC $283.23万0.15%18,079 6313.6% $9.89万 加仓
WM WASTE MGMT INC DEL $282.68万0.15%12,683 -101-0.8% -$2.25万 减仓
IEMG ISHARES INC $276.54万0.15%33,382 -147-0.4% -$1.22万 减仓
DHR DANAHER CORP DEL $235.51万0.13%12,364 -55-0.4% -$1.05万 减仓
RTX RTX CORPORATION $235.25万0.13%12,399 3022.5% $5.73万 加仓
FBK FB FINL CORP $234.19万0.13%42,311 42,311— $234.19万 新建仓
CSX CSX CORP $230.61万0.13%48,519 1250.3% $5,941 加仓
PLTR PALANTIR TECHNOLOGIES INC $223.76万0.12%19,179 7834.3% $9.14万 加仓
IQLT ISHARES TR $223.39万0.12%45,084 -29-0.1% -$1,437 减仓