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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $35.67万 | 0.02% | 2,433 | 706 | 40.9% | $10.35万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $32.61万 | 0.02% | 664 | 2 | 0.3% | $982 | 加仓 |
| IYJ | ISHARES TR | $32.55万 | 0.02% | 1,953 | 4 | 0.2% | $667 | 加仓 |
| UNP | UNION PAC CORP | $31.52万 | 0.02% | 1,159 | 1 | 0.1% | $272 | 加仓 |
| INTC | INTEL CORP | $31.19万 | 0.02% | 2,234 | 2,234 | — | $31.19万 | 新建仓 |
| SOXX | ISHARES TR | $30.76万 | 0.01% | 480 | 480 | — | $30.76万 | 新建仓 |
| META | META PLATFORMS INC | $30.76万 | 0.01% | 546 | 13 | 2.4% | $7,323 | 加仓 |
| Q | QNITY ELECTRONICS INC | $30.56万 | 0.01% | 1,871 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $30.21万 | 0.01% | 1,227 | -1 | -0.1% | -$246 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $29.97万 | 0.01% | 886 | 21 | 2.4% | $7,103 | 加仓 |
| QUAL | ISHARES TR | $29.71万 | 0.01% | 1,354 | 1,354 | — | $29.71万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $28.78万 | 0.01% | 1,269 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $28.16万 | 0.01% | 244 | 244 | — | $28.16万 | 新建仓 |
| IJH | ISHARES TR | $27.27万 | 0.01% | 3,537 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.48万 | 0.01% | 2,338 | 2,338 | — | $26.48万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $26.34万 | 0.01% | 1,444 | -1 | -0.1% | -$182 | 减仓 |
| PEP | PEPSICO INC | $25.93万 | 0.01% | 1,915 | 23 | 1.2% | $3,114 | 加仓 |
| ENB | ENBRIDGE INC | $25.70万 | 0.01% | 4,741 | -39 | -0.8% | -$2,114 | 减仓 |
| KBDC | KAYNE ANDERSON BDC INC | $25.70万 | 0.01% | 18,447 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.75万 | 0.01% | 426 | 426 | — | $24.75万 | 新建仓 |
| MRK | MERCK & CO INC | $24.55万 | 0.01% | 1,901 | -64 | -3.3% | -$8,264 | 减仓 |
| TJX | TJX COS INC NEW | $24.38万 | 0.01% | 1,609 | -147 | -8.4% | -$2.23万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.37万 | 0.01% | 2,152 | -24 | -1.1% | -$2,495 | 减仓 |
| RKLB | ROCKET LAB CORP | $22.36万 | 0.01% | 2,200 | -6,000 | -73.2% | -$60.99万 | 减仓 |
| AMAT | APPLIED MATLS INC | $22.27万 | 0.01% | 308 | 308 | — | $22.27万 | 新建仓 |
| MMM | 3M CO | $21.81万 | 0.01% | 1,347 | 1,347 | — | $21.81万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.20万 | 0.01% | 1,481 | -349 | -19.1% | -$5.00万 | 减仓 |
| GEV | GE VERNOVA INC | $20.92万 | 0.01% | 178 | 178 | — | $20.92万 | 新建仓 |
| INBK | FIRST INTERNET BANCORP | $20.78万 | 0.01% | 7,460 | 7,460 | — | $20.78万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $20.25万 | 0.01% | 1,063 | 1,063 | — | $20.25万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.09万 | 0.01% | 3,525 | -393 | -10.0% | -$2.24万 | 重新持有 |
| 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 |