WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
INDIANAPOLIS IN · SEC CIK 0001165805
$20.55亿2026Q1 申报市值
122持仓数
42.9%前十大占比 · 第一大 8.4%
12 / 5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
AZN 新建仓+$7,276.81万
SGOV 加仓+$4,201.09万
CHD 新建仓+$3,768.18万
CARR 新建仓+$3,560.41万
CB 加仓+$2,618.73万
2026Q1 卖出最多 按季末市值估算
MS 减仓-$8,623.26万
AZN 清仓-$6,872.32万
NVS 减仓-$5,130.12万
ASML 减仓-$3,379.07万
GOOGL 减仓-$1,829.14万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -373,780 | -100.0% | -$6,872.32万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -19,085 | -100.0% | -$427.78万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,073 | -100.0% | -$41.52万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,525 | -100.0% | -$29.72万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,488 | -100.0% | -$23.72万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PURPLE INNOVATION INC | $2.02万 | 0.00% | 30,480 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.19万 | 0.01% | 1,108 | 1,108 | — | $20.19万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.30万 | 0.01% | 1,627 | -29 | -1.8% | -$3,797 | 重新持有 |
| TSLA | TESLA INC | $21.33万 | 0.01% | 574 | 26 | 4.7% | $9,662 | 加仓 |
| Q | QNITY ELECTRONICS INC | $21.59万 | 0.01% | 1,871 | 1,871 | — | $21.59万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $21.89万 | 0.01% | 1,269 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $22.19万 | 0.01% | 4,722 | 4,722 | — | $22.19万 | 新建仓 |
| BA | BOEING CO | $23.11万 | 0.01% | 1,161 | 155 | 15.4% | $3.08万 | 加仓 |
| MRK | MERCK & CO INC | $23.76万 | 0.01% | 1,965 | -136 | -6.5% | -$1.64万 | 减仓 |
| IJH | ISHARES TR | $23.88万 | 0.01% | 3,537 | -5 | -0.1% | -$338 | 减仓 |
| EMR | EMERSON ELEC CO | $23.98万 | 0.01% | 1,830 | 1,830 | — | $23.98万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $24.10万 | 0.01% | 1,445 | 5 | 0.3% | $834 | 加仓 |
| PG | PROCTER & GAMBLE CO | $24.94万 | 0.01% | 1,727 | 6 | 0.3% | $866 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.55万 | 0.01% | 1,228 | 7 | 0.6% | $1,457 | 加仓 |
| ENB | ENBRIDGE INC | $25.88万 | 0.01% | 4,780 | 0 | 0.0% | — | 不变 |
| KBDC | KAYNE ANDERSON BDC INC | $26.05万 | 0.01% | 18,447 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $26.16万 | 0.01% | 865 | -18 | -2.0% | -$5,445 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $27.12万 | 0.01% | 449 | -38 | -7.8% | -$2.30万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $27.59万 | 0.01% | 662 | 662 | — | $27.59万 | 新建仓 |
| TJX | TJX COS INC NEW | $28.04万 | 0.01% | 1,756 | -153 | -8.0% | -$2.44万 | 减仓 |
| UNP | UNION PAC CORP | $28.10万 | 0.01% | 1,158 | 3 | 0.3% | $728 | 加仓 |
| ALC | ALCON AG | $28.38万 | 0.01% | 3,767 | 3,767 | — | $28.38万 | 新建仓 |
| COP | CONOCOPHILLIPS | $28.72万 | 0.01% | 2,176 | 2,176 | — | $28.72万 | 新建仓 |
| IYJ | ISHARES TR | $28.76万 | 0.01% | 1,949 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.28万 | 0.01% | 449 | -220 | -32.9% | -$14.35万 | 重新持有 |
| PEP | PEPSICO INC | $29.38万 | 0.01% | 1,892 | -36 | -1.9% | -$5,590 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.09万 | 0.01% | 1,408 | 1,408 | — | $30.09万 | 新建仓 |
| META | META PLATFORMS INC | $30.49万 | 0.01% | 533 | 5 | 0.9% | $2,861 | 加仓 |
| GE | GE AEROSPACE | $31.30万 | 0.02% | 1,102 | -60 | -5.2% | -$1.70万 | 减仓 |
| QQQ | INVESCO QQQ TR | $34.46万 | 0.02% | 597 | -1 | -0.2% | -$577 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.96万 | 0.02% | 616 | 1 | 0.2% | $697 | 加仓 |
| VTI | VANGUARD INDEX FDS | $44.57万 | 0.02% | 1,389 | -2 | -0.1% | -$642 | 减仓 |
| IBTG | ISHARES TR | $44.82万 | 0.02% | 19,560 | 1,652 | 9.2% | $3.79万 | 加仓 |
| STIP | ISHARES TR | $46.49万 | 0.02% | 4,495 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $52.09万 | 0.03% | 1,724 | -32 | -1.8% | -$9,669 | 减仓 |
| RKLB | ROCKET LAB CORP | $52.66万 | 0.03% | 8,200 | -110,000 | -93.1% | -$706.42万 | 减仓 |
| IBTI | ISHARES TR | $58.96万 | 0.03% | 26,461 | 8,676 | 48.8% | $19.33万 | 加仓 |
| CMI | CUMMINS INC | $60.44万 | 0.03% | 1,123 | -2 | -0.2% | -$1,076 | 减仓 |
| IBDR | ISHARES TR | $71.36万 | 0.03% | 29,441 | 6,489 | 28.3% | $15.73万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $74.56万 | 0.04% | 6,754 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.14万 | 0.04% | 1,568 | 116 | 8.0% | $5.56万 | 加仓 |
| IBTH | ISHARES TR | $76.52万 | 0.04% | 34,116 | 4,021 | 13.4% | $9.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $82.99万 | 0.04% | 1,661 | 140 | 9.2% | $7.00万 | 加仓 |
| IBTJ | ISHARES TR | $84.06万 | 0.04% | 38,484 | 14,349 | 59.5% | $31.34万 | 加仓 |
| FISV | FISERV INC | $90.73万 | 0.04% | 16,260 | -14,435 | -47.0% | -$80.55万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $98.88万 | 0.05% | 35,466 | -10,000 | -22.0% | -$27.88万 | 减仓 |
| DE | DEERE & CO | $99.60万 | 0.05% | 1,763 | 1 | 0.1% | $565 | 加仓 |
| AMZN | AMAZON COM INC | $102.06万 | 0.05% | 4,900 | 818 | 20.0% | $17.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $105.78万 | 0.05% | 1,770 | 111 | 6.7% | $6.63万 | 加仓 |
| — | EXXON MOBIL CORP | $107.65万 | 0.05% | 6,345 | 72 | 1.1% | $1.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $107.93万 | 0.05% | 1,083 | 122 | 12.7% | $12.16万 | 加仓 |
| IBDS | ISHARES TR | $109.33万 | 0.05% | 45,104 | 14,192 | 45.9% | $34.40万 | 加仓 |
| CAT | CATERPILLAR INC | $120.60万 | 0.06% | 1,702 | -117 | -6.4% | -$8.29万 | 减仓 |
| GOOG | ALPHABET INC | $140.90万 | 0.07% | 4,912 | -285 | -5.5% | -$8.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $168.42万 | 0.08% | 6,890 | -162 | -2.3% | -$3.96万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $184.60万 | 0.09% | 4,242 | 1 | 0.0% | $435 | 加仓 |
| IBDU | ISHARES TR | $186.35万 | 0.09% | 80,114 | 29,617 | 58.7% | $68.89万 | 加仓 |
| IBDT | ISHARES TR | $188.75万 | 0.09% | 74,516 | 7,943 | 11.9% | $20.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $188.91万 | 0.09% | 7,794 | -17 | -0.2% | -$4,120 | 减仓 |
| CLIP | GLOBAL X FDS | $190.63万 | 0.09% | 18,974 | 9,702 | 104.6% | $97.47万 | 加仓 |
| PAYX | PAYCHEX INC | $197.82万 | 0.10% | 21,474 | 580 | 2.8% | $5.34万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $201.23万 | 0.10% | 16,478 | 16,478 | — | $201.23万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $248.97万 | 0.12% | 25,307 | 1,958 | 8.4% | $19.26万 | 加仓 |
| MCD | MCDONALDS CORP | $258.64万 | 0.13% | 8,322 | 7,400 | 802.6% | $229.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $373.43万 | 0.18% | 21,411 | 929 | 4.5% | $16.20万 | 加仓 |
| IVV | ISHARES TR | $382.78万 | 0.19% | 5,860 | 236 | 4.2% | $15.42万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $405.01万 | 0.20% | 83,662 | -1,165 | -1.4% | -$5.64万 | 减仓 |
| SYY | SYSCO CORP | $408.53万 | 0.20% | 57,273 | 136 | 0.2% | $9,701 | 加仓 |
| ORI | OLD REP INTL CORP | $426.42万 | 0.21% | 106,872 | 292 | 0.3% | $1.17万 | 加仓 |
| MDT | MEDTRONIC PLC | $441.52万 | 0.21% | 50,571 | 4,131 | 8.9% | $36.07万 | 加仓 |
| LOW | LOWES COS INC | $443.08万 | 0.22% | 18,753 | -217 | -1.1% | -$5.13万 | 减仓 |
| SO | SOUTHERN CO | $473.56万 | 0.23% | 49,063 | 546 | 1.1% | $5.27万 | 加仓 |
| ABBV | ABBVIE INC | $511.23万 | 0.25% | 23,506 | 307 | 1.3% | $6.68万 | 加仓 |
| AMGN | AMGEN INC | $513.53万 | 0.25% | 14,595 | 45 | 0.3% | $1.58万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $514.21万 | 0.25% | 44,417 | -68 | -0.2% | -$7,872 | 减仓 |
| BLK | BLACKROCK INC | $528.46万 | 0.26% | 5,495 | 32 | 0.6% | $3.08万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $530.09万 | 0.26% | 158,094 | -3,128 | -1.9% | -$10.49万 | 减仓 |
| MS | MORGAN STANLEY | $537.09万 | 0.26% | 32,636 | -523,992 | -94.1% | -$8,623.26万 | 减仓 |
| ETN | EATON CORP PLC | $559.07万 | 0.27% | 15,631 | 108 | 0.7% | $3.86万 | 加仓 |
| TXN | TEXAS INSTRS INC | $579.76万 | 0.28% | 29,863 | -182 | -0.6% | -$3.53万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $594.63万 | 0.29% | 22,705 | 868 | 4.0% | $22.73万 | 加仓 |
| CME | CME GROUP INC | $603.90万 | 0.29% | 20,447 | 13 | 0.1% | $3,840 | 加仓 |
| KO | COCA COLA CO | $609.02万 | 0.30% | 79,526 | -33 | -0.0% | -$2,527 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $610.21万 | 0.30% | 17,779 | -196 | -1.1% | -$6.73万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $699.00万 | 0.34% | 51,461 | -420 | -0.8% | -$5.70万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $711.26万 | 0.35% | 62,843 | 2,840 | 4.7% | $32.14万 | 加仓 |
| CSCO | CISCO SYS INC | $770.92万 | 0.38% | 99,358 | -1,675 | -1.7% | -$13.00万 | 减仓 |
| RTX | RTX CORPORATION | $878.23万 | 0.43% | 45,527 | -14,778 | -24.5% | -$285.07万 | 减仓 |
| BIL | SPDR SERIES TRUST | $952.13万 | 0.46% | 103,899 | 10,118 | 10.8% | $92.72万 | 加仓 |
| AAPL | APPLE INC | $1,379.25万 | 0.67% | 54,346 | 14 | 0.0% | $3,553 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,453.54万 | 0.71% | 49,413 | -808 | -1.6% | -$23.77万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,786.54万 | 1.36% | 136,060 | 5,704 | 4.4% | $116.82万 | 加仓 |
| LLY | ELI LILLY & CO | $2,938.47万 | 1.43% | 31,948 | -187 | -0.6% | -$17.20万 | 减仓 |