WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
INDIANAPOLIS IN · SEC CIK 0001165805
$20.76亿2026Q2 申报市值
131持仓数
39.4%前十大占比 · 第一大 5.6%
15 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LMT 加仓+$6,483.94万
AMZN 加仓+$4,376.40万
HONA 新建仓+$4,101.75万
V 加仓+$4,019.19万
KDP 新建仓+$3,761.89万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$1.40亿
BJ 减仓-$5,276.50万
HON 减仓-$4,224.76万
NVS 减仓-$3,757.40万
GOOGL 减仓-$2,955.67万
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $707.96万 | 0.34% | 60,272 | -39,086 | -39.3% | -$459.11万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $712.92万 | 0.34% | 64,442 | 1,599 | 2.5% | $17.69万 | 加仓 |
| RTX | RTX CORPORATION | $867.93万 | 0.42% | 45,745 | 218 | 0.5% | $4.14万 | 加仓 |
| AAPL | APPLE INC | $1,567.17万 | 0.75% | 54,160 | -186 | -0.3% | -$5.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,675.51万 | 0.81% | 51,187 | 1,774 | 3.6% | $58.07万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,053.00万 | 1.47% | 184,182 | 8,056 | 4.6% | $133.54万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3,129.21万 | 1.51% | 251,463 | -29,556 | -10.5% | -$367.79万 | 减仓 |
| SGOV | ISHARES TR | $3,282.33万 | 1.58% | 326,049 | -1,389,385 | -81.0% | -$1.40亿 | 减仓 |
| EOG | EOG RES INC | $3,489.40万 | 1.68% | 268,974 | 6,177 | 2.4% | $80.13万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $3,507.64万 | 1.69% | 261,511 | 3,819 | 1.5% | $51.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,512.78万 | 1.69% | 155,681 | 19,621 | 14.4% | $442.73万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,619.54万 | 1.74% | 157,666 | 1,945 | 1.2% | $44.65万 | 加仓 |
| LLY | ELI LILLY & CO | $3,709.75万 | 1.79% | 30,929 | -1,019 | -3.2% | -$122.22万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $3,761.89万 | 1.81% | 1,149,371 | 1,149,371 | — | $3,761.89万 | 新建仓 |
| SRE | SEMPRA | $3,779.26万 | 1.82% | 404,757 | 2,407 | 0.6% | $22.47万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $4,049.51万 | 1.95% | 417,993 | 14,201 | 3.5% | $137.58万 | 加仓 |
| V | VISA INC | $4,078.34万 | 1.96% | 118,871 | 117,147 | 6,795.1% | $4,019.19万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,101.75万 | 1.98% | 185,533 | 185,533 | — | $4,101.75万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $4,133.64万 | 1.99% | 455,548 | -188,023 | -29.2% | -$1,706.12万 | 减仓 |
| HON | HONEYWELL INTL INC | $4,156.56万 | 2.00% | 185,644 | -188,690 | -50.4% | -$4,224.76万 | 减仓 |
| AMZN | AMAZON COM INC | $4,493.19万 | 2.16% | 188,520 | 183,620 | 3,747.3% | $4,376.40万 | 加仓 |
| DHR | DANAHER CORP DEL | $5,292.00万 | 2.55% | 277,246 | -1,969 | -0.7% | -$37.58万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,413.19万 | 2.61% | 439,704 | 4,810 | 1.1% | $59.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $5,733.89万 | 2.76% | 653,286 | 152,976 | 30.6% | $1,342.67万 | 加仓 |
| HD | HOME DEPOT INC | $6,061.33万 | 2.92% | 171,865 | -857 | -0.5% | -$30.22万 | 减仓 |
| DIS | DISNEY WALT CO | $6,494.23万 | 3.13% | 669,541 | -10,380 | -1.5% | -$100.68万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $6,506.81万 | 3.13% | 127,720 | 127,271 | 28,345.4% | $6,483.94万 | 加仓 |
| SYK | STRYKER CORPORATION | $6,548.49万 | 3.15% | 207,396 | 949 | 0.5% | $29.96万 | 加仓 |
| PGR | PROGRESSIVE CORP | $6,748.98万 | 3.25% | 308,948 | -3,413 | -1.1% | -$74.56万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $6,817.90万 | 3.28% | 330,950 | -8,593 | -2.5% | -$177.02万 | 减仓 |
| AZN | ASTRAZENECA PLC | $7,006.02万 | 3.37% | 369,477 | 508 | 0.1% | $9.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,219.63万 | 3.48% | 193,545 | 2,171 | 1.1% | $80.98万 | 加仓 |
| CB | CHUBB LIMITED | $7,601.34万 | 3.66% | 222,421 | 255 | 0.1% | $8.71万 | 加仓 |
| DOV | DOVER CORP | $7,672.10万 | 3.70% | 342,077 | -3,180 | -0.9% | -$71.32万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $8,377.93万 | 4.04% | 1,142,186 | 509,899 | 80.6% | $3,740.11万 | 加仓 |
| GOOGL | ALPHABET INC | $9,111.84万 | 4.39% | 254,969 | -82,706 | -24.5% | -$2,955.67万 | 减仓 |
| AVGO | BROADCOM INC | $9,564.97万 | 4.61% | 253,209 | -9,699 | -3.7% | -$366.38万 | 减仓 |
| ASML | ASML HLDG NV | $1.17亿 | 5.63% | 58,763 | -9,302 | -13.7% | -$1,850.57万 | 减仓 |