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 |
|---|---|---|---|---|---|---|---|---|
| ALC | ALCON AG | $0 | 0.00% | 0 | -3,767 | -100.0% | -$28.38万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,161 | -100.0% | -$23.11万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,722 | -100.0% | -$22.19万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -574 | -100.0% | -$21.33万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,627 | -100.0% | -$21.30万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,108 | -100.0% | -$20.19万 | 清仓 |
| — | PURPLE INNOVATION INC | $0 | 0.00% | 0 | -30,480 | -100.0% | -$2.02万 | 清仓 |
| BAC | BANK OF AMER CORP | $20.09万 | 0.01% | 3,525 | -393 | -10.0% | -$2.24万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $20.25万 | 0.01% | 1,063 | 1,063 | — | $20.25万 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $20.78万 | 0.01% | 7,460 | 7,460 | — | $20.78万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.92万 | 0.01% | 178 | 178 | — | $20.92万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.20万 | 0.01% | 1,481 | -349 | -19.1% | -$5.00万 | 减仓 |
| MMM | 3M CO | $21.81万 | 0.01% | 1,347 | 1,347 | — | $21.81万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $22.27万 | 0.01% | 308 | 308 | — | $22.27万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $22.36万 | 0.01% | 2,200 | -6,000 | -73.2% | -$60.99万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.37万 | 0.01% | 2,152 | -24 | -1.1% | -$2,495 | 减仓 |
| TJX | TJX COS INC NEW | $24.38万 | 0.01% | 1,609 | -147 | -8.4% | -$2.23万 | 减仓 |
| MRK | MERCK & CO INC | $24.55万 | 0.01% | 1,901 | -64 | -3.3% | -$8,264 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.75万 | 0.01% | 426 | 426 | — | $24.75万 | 新建仓 |
| KBDC | KAYNE ANDERSON BDC INC | $25.70万 | 0.01% | 18,447 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $25.70万 | 0.01% | 4,741 | -39 | -0.8% | -$2,114 | 减仓 |
| PEP | PEPSICO INC | $25.93万 | 0.01% | 1,915 | 23 | 1.2% | $3,114 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $26.34万 | 0.01% | 1,444 | -1 | -0.1% | -$182 | 减仓 |
| WMT | WALMART INC | $26.48万 | 0.01% | 2,338 | 2,338 | — | $26.48万 | 新建仓 |
| IJH | ISHARES TR | $27.27万 | 0.01% | 3,537 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $28.16万 | 0.01% | 244 | 244 | — | $28.16万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $28.78万 | 0.01% | 1,269 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $29.71万 | 0.01% | 1,354 | 1,354 | — | $29.71万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $29.97万 | 0.01% | 886 | 21 | 2.4% | $7,103 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $30.21万 | 0.01% | 1,227 | -1 | -0.1% | -$246 | 减仓 |
| Q | QNITY ELECTRONICS INC | $30.56万 | 0.01% | 1,871 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $30.76万 | 0.01% | 546 | 13 | 2.4% | $7,323 | 加仓 |
| SOXX | ISHARES TR | $30.76万 | 0.01% | 480 | 480 | — | $30.76万 | 新建仓 |
| INTC | INTEL CORP | $31.19万 | 0.02% | 2,234 | 2,234 | — | $31.19万 | 新建仓 |
| UNP | UNION PAC CORP | $31.52万 | 0.02% | 1,159 | 1 | 0.1% | $272 | 加仓 |
| IYJ | ISHARES TR | $32.55万 | 0.02% | 1,953 | 4 | 0.2% | $667 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $32.61万 | 0.02% | 664 | 2 | 0.3% | $982 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.67万 | 0.02% | 2,433 | 706 | 40.9% | $10.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.58万 | 0.02% | 595 | 146 | 32.5% | $10.94万 | 加仓 |
| IBTG | ISHARES TR | $45.65万 | 0.02% | 19,944 | 384 | 2.0% | $8,790 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $47.85万 | 0.02% | 5,486 | -604,964 | -99.1% | -$5,276.50万 | 减仓 |
| GE | GE AEROSPACE | $48.06万 | 0.02% | 1,286 | 184 | 16.7% | $6.88万 | 加仓 |
| STIP | ISHARES TR | $48.87万 | 0.02% | 4,784 | 289 | 6.4% | $2.95万 | 加仓 |
| IBDV | ISHARES TR | $49.35万 | 0.02% | 22,637 | 22,637 | — | $49.35万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $52.99万 | 0.03% | 1,432 | 43 | 3.1% | $1.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.96万 | 0.03% | 732 | 135 | 22.6% | $9.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $58.91万 | 0.03% | 4,929 | 1 | 0.0% | $120 | 加仓 |
| LRCX | LAM RESEARCH CORP | $62.18万 | 0.03% | 1,434 | 26 | 1.8% | $1.13万 | 加仓 |
| FISV | FISERV INC | $74.22万 | 0.04% | 15,131 | -1,129 | -6.9% | -$5.54万 | 减仓 |
| SHV | ISHARES TR | $74.53万 | 0.04% | 6,754 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.31万 | 0.04% | 1,565 | -3 | -0.2% | -$1,501 | 减仓 |
| CMI | CUMMINS INC | $79.41万 | 0.04% | 1,113 | -10 | -0.9% | -$7,135 | 减仓 |
| MA | MASTERCARD INCORPORATED | $79.51万 | 0.04% | 1,548 | -113 | -6.8% | -$5.80万 | 减仓 |
| — | EXXON MOBIL CORP | $83.65万 | 0.04% | 6,118 | -227 | -3.6% | -$3.10万 | 减仓 |
| IBDR | ISHARES TR | $88.30万 | 0.04% | 36,443 | 7,002 | 23.8% | $16.97万 | 加仓 |
| IBTH | ISHARES TR | $89.95万 | 0.04% | 40,209 | 6,093 | 17.9% | $13.63万 | 加仓 |
| IBTI | ISHARES TR | $98.65万 | 0.05% | 44,558 | 18,097 | 68.4% | $40.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $102.13万 | 0.05% | 1,092 | 9 | 0.8% | $8,417 | 加仓 |
| DE | DEERE & CO | $112.12万 | 0.05% | 1,763 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $118.53万 | 0.06% | 11,813 | -7,161 | -37.7% | -$71.85万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $119.98万 | 0.06% | 35,466 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $120.39万 | 0.06% | 49,706 | 4,602 | 10.2% | $11.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $120.53万 | 0.06% | 1,755 | -15 | -0.8% | -$1.03万 | 减仓 |
| IBTJ | ISHARES TR | $122.33万 | 0.06% | 56,505 | 18,021 | 46.8% | $39.02万 | 加仓 |
| GOOG | ALPHABET INC | $162.01万 | 0.08% | 4,585 | -327 | -6.7% | -$11.55万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $175.64万 | 0.08% | 4,217 | -25 | -0.6% | -$1.04万 | 减仓 |
| CAT | CATERPILLAR INC | $181.28万 | 0.09% | 1,702 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $195.48万 | 0.09% | 7,697 | 807 | 11.7% | $20.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $198.36万 | 0.10% | 7,054 | -740 | -9.5% | -$20.81万 | 减仓 |
| PAYX | PAYCHEX INC | $218.58万 | 0.11% | 22,229 | 755 | 3.5% | $7.42万 | 加仓 |
| IBDT | ISHARES TR | $218.78万 | 0.11% | 86,646 | 12,130 | 16.3% | $30.63万 | 加仓 |
| IBDU | ISHARES TR | $221.67万 | 0.11% | 95,711 | 15,597 | 19.5% | $36.12万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $240.87万 | 0.12% | 17,336 | 858 | 5.2% | $11.92万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $279.92万 | 0.13% | 26,039 | 732 | 2.9% | $7.87万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $404.82万 | 0.20% | 83,745 | 83 | 0.1% | $4,012 | 加仓 |
| NVS | NOVARTIS AG | $412.30万 | 0.20% | 26,308 | -239,753 | -90.1% | -$3,757.40万 | 减仓 |
| MCD | MCDONALDS CORP | $419.79万 | 0.20% | 15,530 | 7,208 | 86.6% | $194.84万 | 加仓 |
| LOW | LOWES COS INC | $426.76万 | 0.21% | 19,355 | 602 | 3.2% | $13.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $431.77万 | 0.21% | 21,579 | 168 | 0.8% | $3.36万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $441.94万 | 0.21% | 139,811 | 139,811 | — | $441.94万 | 新建仓 |
| ORI | OLD REP INTL CORP | $451.40万 | 0.22% | 110,313 | 3,441 | 3.2% | $14.08万 | 加仓 |
| CME | CME GROUP INC | $459.83万 | 0.22% | 20,823 | 376 | 1.8% | $8.30万 | 加仓 |
| TXN | TEXAS INSTRS INC | $475.03万 | 0.23% | 15,937 | -13,926 | -46.6% | -$415.09万 | 减仓 |
| SO | SOUTHERN CO | $484.79万 | 0.23% | 50,652 | 1,589 | 3.2% | $15.21万 | 加仓 |
| SYY | SYSCO CORP | $494.26万 | 0.24% | 59,136 | 1,863 | 3.3% | $15.57万 | 加仓 |
| IVV | ISHARES TR | $497.50万 | 0.24% | 6,643 | 783 | 13.4% | $58.64万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $521.46万 | 0.25% | 163,110 | 5,016 | 3.2% | $16.04万 | 加仓 |
| MDT | MEDTRONIC PLC | $524.03万 | 0.25% | 66,430 | 15,859 | 31.4% | $125.10万 | 加仓 |
| AMGN | AMGEN INC | $539.41万 | 0.26% | 14,896 | 301 | 2.1% | $10.90万 | 加仓 |
| BLK | BLACKROCK INC | $540.59万 | 0.26% | 5,622 | 127 | 2.3% | $12.21万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $542.76万 | 0.26% | 46,481 | 2,064 | 4.6% | $24.10万 | 加仓 |
| ABBV | ABBVIE INC | $594.12万 | 0.29% | 23,610 | 104 | 0.4% | $2.62万 | 加仓 |
| MS | MORGAN STANLEY | $628.35万 | 0.30% | 30,059 | -2,577 | -7.9% | -$53.87万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $631.19万 | 0.30% | 23,209 | 504 | 2.2% | $13.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $645.50万 | 0.31% | 18,222 | 443 | 2.5% | $15.69万 | 加仓 |
| KO | COCA COLA CO | $660.66万 | 0.32% | 80,802 | 1,276 | 1.6% | $10.43万 | 加仓 |
| BIL | SPDR SERIES TRUST | $678.46万 | 0.33% | 74,035 | -29,864 | -28.7% | -$273.67万 | 减仓 |
| ETN | EATON CORP PLC | $679.75万 | 0.33% | 15,952 | 321 | 2.1% | $13.68万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $689.83万 | 0.33% | 51,840 | 379 | 0.7% | $5.04万 | 加仓 |