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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $3,372.60万 | 1.64% | 155,721 | 3,117 | 2.0% | $67.51万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,560.41万 | 1.73% | 632,287 | 632,287 | — | $3,560.41万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $3,644.04万 | 1.77% | 176,126 | -48,938 | -21.7% | -$1,012.52万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $3,700.97万 | 1.80% | 257,692 | 229 | 0.1% | $3.29万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,768.18万 | 1.83% | 403,792 | 403,792 | — | $3,768.18万 | 新建仓 |
| EOG | EOG RES INC | $3,799.26万 | 1.85% | 262,797 | -57,222 | -17.9% | -$827.26万 | 减仓 |
| SRE | SEMPRA | $3,935.80万 | 1.92% | 402,350 | -2,615 | -0.6% | -$25.58万 | 减仓 |
| NVS | NOVARTIS AG | $4,064.08万 | 1.98% | 266,061 | -335,851 | -55.8% | -$5,130.12万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,646.88万 | 2.26% | 500,310 | -1,464 | -0.3% | -$13.60万 | 减仓 |
| DHR | DANAHER CORP DEL | $5,304.43万 | 2.58% | 279,215 | 22,937 | 9.0% | $435.75万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,572.33万 | 2.71% | 281,019 | 55,952 | 24.9% | $1,109.47万 | 加仓 |
| HD | HOME DEPOT INC | $5,680.64万 | 2.76% | 172,722 | 2,956 | 1.7% | $97.22万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $6,008.05万 | 2.92% | 610,450 | 23,000 | 3.9% | $226.37万 | 加仓 |
| PGR | PROGRESSIVE CORP | $6,192.23万 | 3.01% | 312,361 | 6,953 | 2.3% | $137.84万 | 加仓 |
| DIS | DISNEY WALT CO | $6,553.08万 | 3.19% | 679,921 | -29,007 | -4.1% | -$279.57万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,607.55万 | 3.22% | 643,571 | 190,619 | 42.1% | $1,957.09万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $6,656.40万 | 3.24% | 339,543 | -5,602 | -1.6% | -$109.82万 | 减仓 |
| SYK | STRYKER CORPORATION | $6,801.70万 | 3.31% | 206,447 | 60,936 | 41.9% | $2,007.63万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,840.01万 | 3.33% | 434,894 | 6,786 | 1.6% | $106.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,084.10万 | 3.45% | 191,374 | 7,565 | 4.1% | $280.03万 | 加仓 |
| DOV | DOVER CORP | $7,196.89万 | 3.50% | 345,257 | -2,925 | -0.8% | -$60.97万 | 减仓 |
| CB | CHUBB LTD SWITZ | $7,254.64万 | 3.53% | 222,166 | 80,196 | 56.5% | $2,618.73万 | 加仓 |
| AZN | ASTRAZENECA PLC | $7,276.81万 | 3.54% | 368,969 | 368,969 | — | $7,276.81万 | 新建仓 |
| AVGO | BROADCOM INC | $8,137.28万 | 3.96% | 262,908 | -3,926 | -1.5% | -$121.51万 | 减仓 |
| — | HONEYWELL INTL INC | $8,461.07万 | 4.12% | 374,334 | 38,304 | 11.4% | $865.79万 | 加仓 |
| ASML | ASML HLDG NV | $8,990.21万 | 4.37% | 68,065 | -25,583 | -27.3% | -$3,379.07万 | 减仓 |
| GOOGL | ALPHABET INC | $9,710.17万 | 4.73% | 337,675 | -63,609 | -15.9% | -$1,829.14万 | 减仓 |
| SGOV | ISHARES TR | $1.73亿 | 8.40% | 1,715,434 | 417,354 | 32.2% | $4,201.09万 | 加仓 |