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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $1.17亿 | 5.63% | 58,763 | -9,302 | -13.7% | -$1,850.57万 | 减仓 |
| AVGO | BROADCOM INC | $9,564.97万 | 4.61% | 253,209 | -9,699 | -3.7% | -$366.38万 | 减仓 |
| GOOGL | ALPHABET INC | $9,111.84万 | 4.39% | 254,969 | -82,706 | -24.5% | -$2,955.67万 | 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 |
| DOV | DOVER CORP | $7,672.10万 | 3.70% | 342,077 | -3,180 | -0.9% | -$71.32万 | 减仓 |
| CB | CHUBB LIMITED | $7,601.34万 | 3.66% | 222,421 | 255 | 0.1% | $8.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,219.63万 | 3.48% | 193,545 | 2,171 | 1.1% | $80.98万 | 加仓 |
| AZN | ASTRAZENECA PLC | $7,006.02万 | 3.37% | 369,477 | 508 | 0.1% | $9.63万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $6,817.90万 | 3.28% | 330,950 | -8,593 | -2.5% | -$177.02万 | 减仓 |
| PGR | PROGRESSIVE CORP | $6,748.98万 | 3.25% | 308,948 | -3,413 | -1.1% | -$74.56万 | 减仓 |
| SYK | STRYKER CORPORATION | $6,548.49万 | 3.15% | 207,396 | 949 | 0.5% | $29.96万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6,506.81万 | 3.13% | 127,720 | 127,271 | 28,345.4% | $6,483.94万 | 加仓 |
| DIS | DISNEY WALT CO | $6,494.23万 | 3.13% | 669,541 | -10,380 | -1.5% | -$100.68万 | 减仓 |
| HD | HOME DEPOT INC | $6,061.33万 | 2.92% | 171,865 | -857 | -0.5% | -$30.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $5,733.89万 | 2.76% | 653,286 | 152,976 | 30.6% | $1,342.67万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,413.19万 | 2.61% | 439,704 | 4,810 | 1.1% | $59.22万 | 加仓 |
| DHR | DANAHER CORP DEL | $5,292.00万 | 2.55% | 277,246 | -1,969 | -0.7% | -$37.58万 | 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 |
| HON | HONEYWELL INTL INC | $4,156.56万 | 2.00% | 185,644 | -188,690 | -50.4% | -$4,224.76万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $4,133.64万 | 1.99% | 455,548 | -188,023 | -29.2% | -$1,706.12万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,101.75万 | 1.98% | 185,533 | 185,533 | — | $4,101.75万 | 新建仓 |
| V | VISA INC | $4,078.34万 | 1.96% | 118,871 | 117,147 | 6,795.1% | $4,019.19万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $4,049.51万 | 1.95% | 417,993 | 14,201 | 3.5% | $137.58万 | 加仓 |
| SRE | SEMPRA | $3,779.26万 | 1.82% | 404,757 | 2,407 | 0.6% | $22.47万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3,761.89万 | 1.81% | 1,149,371 | 1,149,371 | — | $3,761.89万 | 新建仓 |
| LLY | ELI LILLY & CO | $3,709.75万 | 1.79% | 30,929 | -1,019 | -3.2% | -$122.22万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,619.54万 | 1.74% | 157,666 | 1,945 | 1.2% | $44.65万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3,512.78万 | 1.69% | 155,681 | 19,621 | 14.4% | $442.73万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $3,507.64万 | 1.69% | 261,511 | 3,819 | 1.5% | $51.22万 | 加仓 |
| EOG | EOG RES INC | $3,489.40万 | 1.68% | 268,974 | 6,177 | 2.4% | $80.13万 | 加仓 |
| SGOV | ISHARES TR | $3,282.33万 | 1.58% | 326,049 | -1,389,385 | -81.0% | -$1.40亿 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3,129.21万 | 1.51% | 251,463 | -29,556 | -10.5% | -$367.79万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,053.00万 | 1.47% | 184,182 | 8,056 | 4.6% | $133.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,675.51万 | 0.81% | 51,187 | 1,774 | 3.6% | $58.07万 | 加仓 |
| AAPL | APPLE INC | $1,567.17万 | 0.75% | 54,160 | -186 | -0.3% | -$5.38万 | 减仓 |
| RTX | RTX CORPORATION | $867.93万 | 0.42% | 45,745 | 218 | 0.5% | $4.14万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $712.92万 | 0.34% | 64,442 | 1,599 | 2.5% | $17.69万 | 加仓 |
| CSCO | CISCO SYS INC | $707.96万 | 0.34% | 60,272 | -39,086 | -39.3% | -$459.11万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $689.83万 | 0.33% | 51,840 | 379 | 0.7% | $5.04万 | 加仓 |
| ETN | EATON CORP PLC | $679.75万 | 0.33% | 15,952 | 321 | 2.1% | $13.68万 | 加仓 |
| BIL | SPDR SERIES TRUST | $678.46万 | 0.33% | 74,035 | -29,864 | -28.7% | -$273.67万 | 减仓 |
| KO | COCA COLA CO | $660.66万 | 0.32% | 80,802 | 1,276 | 1.6% | $10.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $645.50万 | 0.31% | 18,222 | 443 | 2.5% | $15.69万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $631.19万 | 0.30% | 23,209 | 504 | 2.2% | $13.71万 | 加仓 |
| MS | MORGAN STANLEY | $628.35万 | 0.30% | 30,059 | -2,577 | -7.9% | -$53.87万 | 减仓 |
| ABBV | ABBVIE INC | $594.12万 | 0.29% | 23,610 | 104 | 0.4% | $2.62万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $542.76万 | 0.26% | 46,481 | 2,064 | 4.6% | $24.10万 | 加仓 |
| BLK | BLACKROCK INC | $540.59万 | 0.26% | 5,622 | 127 | 2.3% | $12.21万 | 加仓 |
| AMGN | AMGEN INC | $539.41万 | 0.26% | 14,896 | 301 | 2.1% | $10.90万 | 加仓 |
| MDT | MEDTRONIC PLC | $524.03万 | 0.25% | 66,430 | 15,859 | 31.4% | $125.10万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $521.46万 | 0.25% | 163,110 | 5,016 | 3.2% | $16.04万 | 加仓 |
| IVV | ISHARES TR | $497.50万 | 0.24% | 6,643 | 783 | 13.4% | $58.64万 | 加仓 |
| SYY | SYSCO CORP | $494.26万 | 0.24% | 59,136 | 1,863 | 3.3% | $15.57万 | 加仓 |
| SO | SOUTHERN CO | $484.79万 | 0.23% | 50,652 | 1,589 | 3.2% | $15.21万 | 加仓 |
| TXN | TEXAS INSTRS INC | $475.03万 | 0.23% | 15,937 | -13,926 | -46.6% | -$415.09万 | 减仓 |
| CME | CME GROUP INC | $459.83万 | 0.22% | 20,823 | 376 | 1.8% | $8.30万 | 加仓 |
| ORI | OLD REP INTL CORP | $451.40万 | 0.22% | 110,313 | 3,441 | 3.2% | $14.08万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $441.94万 | 0.21% | 139,811 | 139,811 | — | $441.94万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $431.77万 | 0.21% | 21,579 | 168 | 0.8% | $3.36万 | 加仓 |
| LOW | LOWES COS INC | $426.76万 | 0.21% | 19,355 | 602 | 3.2% | $13.27万 | 加仓 |
| MCD | MCDONALDS CORP | $419.79万 | 0.20% | 15,530 | 7,208 | 86.6% | $194.84万 | 加仓 |
| NVS | NOVARTIS AG | $412.30万 | 0.20% | 26,308 | -239,753 | -90.1% | -$3,757.40万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $404.82万 | 0.20% | 83,745 | 83 | 0.1% | $4,012 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $279.92万 | 0.13% | 26,039 | 732 | 2.9% | $7.87万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $240.87万 | 0.12% | 17,336 | 858 | 5.2% | $11.92万 | 加仓 |
| IBDU | ISHARES TR | $221.67万 | 0.11% | 95,711 | 15,597 | 19.5% | $36.12万 | 加仓 |
| IBDT | ISHARES TR | $218.78万 | 0.11% | 86,646 | 12,130 | 16.3% | $30.63万 | 加仓 |
| PAYX | PAYCHEX INC | $218.58万 | 0.11% | 22,229 | 755 | 3.5% | $7.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $198.36万 | 0.10% | 7,054 | -740 | -9.5% | -$20.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $195.48万 | 0.09% | 7,697 | 807 | 11.7% | $20.50万 | 加仓 |
| CAT | CATERPILLAR INC | $181.28万 | 0.09% | 1,702 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $175.64万 | 0.08% | 4,217 | -25 | -0.6% | -$1.04万 | 减仓 |
| GOOG | ALPHABET INC | $162.01万 | 0.08% | 4,585 | -327 | -6.7% | -$11.55万 | 减仓 |
| IBTJ | ISHARES TR | $122.33万 | 0.06% | 56,505 | 18,021 | 46.8% | $39.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $120.53万 | 0.06% | 1,755 | -15 | -0.8% | -$1.03万 | 减仓 |
| IBDS | ISHARES TR | $120.39万 | 0.06% | 49,706 | 4,602 | 10.2% | $11.15万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $119.98万 | 0.06% | 35,466 | 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 |
| DE | DEERE & CO | $112.12万 | 0.05% | 1,763 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $102.13万 | 0.05% | 1,092 | 9 | 0.8% | $8,417 | 加仓 |
| IBTI | ISHARES TR | $98.65万 | 0.05% | 44,558 | 18,097 | 68.4% | $40.07万 | 加仓 |
| IBTH | ISHARES TR | $89.95万 | 0.04% | 40,209 | 6,093 | 17.9% | $13.63万 | 加仓 |
| IBDR | ISHARES TR | $88.30万 | 0.04% | 36,443 | 7,002 | 23.8% | $16.97万 | 加仓 |
| — | EXXON MOBIL CORP | $83.65万 | 0.04% | 6,118 | -227 | -3.6% | -$3.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $79.51万 | 0.04% | 1,548 | -113 | -6.8% | -$5.80万 | 减仓 |
| CMI | CUMMINS INC | $79.41万 | 0.04% | 1,113 | -10 | -0.9% | -$7,135 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.31万 | 0.04% | 1,565 | -3 | -0.2% | -$1,501 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $74.53万 | 0.04% | 6,754 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $74.22万 | 0.04% | 15,131 | -1,129 | -6.9% | -$5.54万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $62.18万 | 0.03% | 1,434 | 26 | 1.8% | $1.13万 | 加仓 |
| VGT | VANGUARD WORLD FD | $58.91万 | 0.03% | 4,929 | 1 | 0.0% | $120 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.96万 | 0.03% | 732 | 135 | 22.6% | $9.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $52.99万 | 0.03% | 1,432 | 43 | 3.1% | $1.59万 | 加仓 |
| IBDV | ISHARES TR | $49.35万 | 0.02% | 22,637 | 22,637 | — | $49.35万 | 新建仓 |
| STIP | ISHARES TR | $48.87万 | 0.02% | 4,784 | 289 | 6.4% | $2.95万 | 加仓 |
| GE | GE AEROSPACE | $48.06万 | 0.02% | 1,286 | 184 | 16.7% | $6.88万 | 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 |
| IBTG | ISHARES TR | $45.65万 | 0.02% | 19,944 | 384 | 2.0% | $8,790 | 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 |