GREENWOOD GEARHART LLC
CIK 1084683 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $2.1B
- 持仓
- 168
- 截至
- 2026年6月30日
按 13F 价值排名第 1443（共 9443） · 前 15.3%
投资组合价值同比（季度）：+16.2% 13F不披露现金
- 前十大持仓权重
- 45.99%
- 前二十五大持仓权重
- 77.95%
- 持仓高于 1%
- 29
- 有效持仓数量
- 30.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.12% 估计买入 $172060219 · 卖出 $82446993
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.6% 仍持有
- 新仓位
- 36
- 增加
- 96
- 减少
- 20
- 已结清
- 2
本页内容
行业细分
Technology
11.0%
Communication Services
4.8%
Retail
4.7%
Industrials
4.5%
Financial Services
1.8%
Financials
1.7%
Consumer Discretionary
0.9%
Utilities
0.7%
Consumer Staples
0.5%
Energy
0.3%
Health Care
0.2%
Consumer products
0.0%
Materials
0.0%
Telecommunication
0.0%
Real Estate
0.0%
Communications
0.0%
其他/未映射
68.8%
完整投资组合 168 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $197220137 | 9.18% | 287154 | $31506192 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $126049734 | 5.87% | 1474438 | $15776670 | 上涨 ×6 | ||
| SCHX | $109174140 | 5.08% | 3709621 | $18887469 | 上涨 ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $96878611 | 4.51% | 1822054 | $5466555 | 上涨 ×4 | ||
| JPST | $92406207 | 4.30% | 1827293 | $4368543 | 上涨 ×6 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $80771480 | 3.76% | 854092 | $4523319 | 上涨 ×4 | ||
| XLV XLV | $76033993 | 3.54% | 479226 | $8226307 | 上涨 ×6 | ||
| SOXX SOXX | $74214806 | 3.45% | 115823 | $35615631 | 下跌 ×4 | ||
| AAPL Apple Inc. - Common Stock | $68897506 | 3.21% | 238103 | $11441564 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $66696413 | 3.10% | 90571 | $16656610 | 上涨 ×6 | ||
| WMT Walmart Inc. - Common Stock | $65867625 | 3.06% | 581561 | $-5477811 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $60186746 | 2.80% | 300798 | $11043566 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $58175812 | 2.71% | 164650 | $11813191 | 上涨 ×2 | ||
| JBHT J.B. Hunt Transport Services, Inc. - Common Stock | $55677436 | 2.59% | 192369 | $13658458 | 下跌 ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $55041324 | 2.56% | 1050207 | $3245915 | 上涨 ×3 | ||
| IWM | $53124436 | 2.47% | 176816 | $10307185 | 上涨 ×6 | ||
| IJH | $49605481 | 2.31% | 643308 | $8218915 | 上涨 ×6 | ||
| XLI XLI | $48264918 | 2.25% | 260568 | $7382087 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $42677178 | 1.99% | 114410 | $3166300 | 上涨 ×2 | ||
| XLP XLP | $39598463 | 1.84% | 476688 | $1590841 | 上涨 ×5 | ||
| BRKB | $34465862 | 1.60% | 68878 | $2909104 | 上涨 ×6 | ||
| VPL | $33309465 | 1.55% | 287920 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $31274498 | 1.46% | 131218 | $4625935 | 上涨 ×5 | ||
| XLF XLF | $30698279 | 1.43% | 572622 | $5542186 | 上涨 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $28860523 | 1.34% | 84630 | $15388833 | 上涨 ×5 | ||
| VDE | $28156100 | 1.31% | 187545 | $-3287120 | 上涨 ×6 | ||
| JIVE JPMorgan International Value ETF | $24848627 | 1.16% | 270228 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $23983739 | 1.12% | 73271 | $3195586 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $22592505 | 1.05% | 21216 | $7354515 | 下跌 ×3 | ||
| XLU XLU | $20813611 | 0.97% | 459056 | $797446 | 上涨 ×5 | ||
| VEA | $19458874 | 0.91% | 273107 | $-28519873 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $19247701 | 0.90% | 50954 | $4418138 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $18322112 | 0.85% | 32527 | $1008176 | 上涨 ×5 | ||
| FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock | $18267070 | 0.85% | 192002 | $2563196 | 上涨 ×2 | ||
| VNQ | $16717799 | 0.78% | 173367 | $2033728 | 上涨 ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $15278002 | 0.71% | 36324 | $2408389 | 上涨 ×2 | ||
| RSP | $14773780 | 0.69% | 69435 | $-31649758 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $12862971 | 0.60% | 38028 | $1984580 | 上涨 ×4 | ||
| VTI | $12597985 | 0.59% | 34045 | $-2252952 | 下跌 ×3 | ||
| CRM Salesforce, Inc. Common Stock | $12459409 | 0.58% | 79532 | $-2030201 | 上涨 ×2 | ||
| SPY SPY | $11864666 | 0.55% | 15888 | $1381700 | 下跌 ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $11695984 | 0.54% | 127435 | $612726 | 上涨 ×2 | ||
| V Visa Inc. | $11475983 | 0.53% | 33449 | $2032526 | 上涨 ×3 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $11050478 | 0.51% | 44492 | 上涨 ×1 | |||
| J Jacobs Solutions Inc. Common Stock | $10804295 | 0.50% | 85748 | $547136 | 上涨 ×6 | ||
| IVV | $10153943 | 0.47% | 13559 | $1248232 | 下跌 ×1 | ||
| TSN Tyson Foods, Inc. Common Stock | $8917437 | 0.41% | 155763 | $237170 | 上涨 ×1 | ||
| VGT | $8178722 | 0.38% | 68430 | $889828 | 上涨 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $7257001 | 0.34% | 87804 | $-47921 | 下跌 ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $6418217 | 0.30% | 89891 | $-1751456 | 上涨 ×3 | ||
| ITOT | $6331963 | 0.29% | 38546 | $727617 | 下跌 ×6 | ||
| HOMB Home BancShares, Inc. Common Stock | $6089601 | 0.28% | 213296 | $352595 | 上涨 ×1 | ||
| SPYG | $4721516 | 0.22% | 39680 | $785595 | 下跌 ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $3118310 | 0.15% | 22808 | $-476446 | 上涨 ×2 | ||
| ETR Entergy Corporation Common Stock | $2505211 | 0.12% | 21811 | $55651 | 上涨 ×1 | ||
| SMH SMH | $2414331 | 0.11% | 3681 | $677146 | 下跌 ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $1957374 | 0.09% | 5550 | $594125 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1806236 | 0.08% | 5054 | $855850 | 上涨 ×3 | ||
| IVW | $1798892 | 0.08% | 13080 | $215465 | 下跌 ×1 | ||
| EFA | $1747677 | 0.08% | 16824 | $113562 | |||
| SCHG | $1723938 | 0.08% | 50944 | $334100 | 上涨 ×3 | ||
| IVE | $1688418 | 0.08% | 7436 | $61296 | 下跌 ×1 | ||
| OZK Bank OZK - Common Stock | $1636043 | 0.08% | 31408 | $276781 | 上涨 ×1 | ||
| SUB | $1597050 | 0.07% | 15000 | $-450 | |||
| IWF | $1509038 | 0.07% | 12153 | $213208 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $1487364 | 0.07% | 8973 | $-31282 | 上涨 ×2 | ||
| BBJP | $1466210 | 0.07% | 19469 | 上涨 ×1 | |||
| SCHM | $1333772 | 0.06% | 36175 | $229522 | 上涨 ×2 | ||
| SPHQ | $1317514 | 0.06% | 14623 | $73736 | 下跌 ×3 | ||
| GLW Corning Incorporated Common Stock | $1300394 | 0.06% | 5091 | $633869 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $1294785 | 0.06% | 4790 | $-116823 | 上涨 ×2 | ||
| SYK Stryker Corporation Common Stock | $1196392 | 0.06% | 3800 | $-22020 | 上涨 ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $1189027 | 0.06% | 42740 | $55990 | |||
| EVLV Evolv Technologies Holdings, Inc. - Class A Common Stock | $1160000 | 0.05% | 200000 | $-50000 | |||
| WFC Wells Fargo & Company Common Stock | $1149914 | 0.05% | 13915 | $-2188829 | 下跌 ×1 | ||
| VBR | $1139623 | 0.05% | 4690 | $468538 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1126265 | 0.05% | 939 | $412523 | 上涨 ×1 | ||
| IQLT | $1074289 | 0.05% | 21681 | $64861 | 下跌 ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $1073490 | 0.05% | 930 | 上涨 ×1 | |||
| IWP | $1025323 | 0.05% | 7003 | $221754 | 上涨 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $957156 | 0.04% | 10010 | $77878 | |||
| JNJ Johnson & Johnson Common Stock | $947816 | 0.04% | 3732 | $98387 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $913170 | 0.04% | 4813 | $140413 | 上涨 ×2 | ||
| VOT | $902985 | 0.04% | 2948 | $335271 | 上涨 ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $889739 | 0.04% | 24204 | $37809 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $886093 | 0.04% | 3151 | $213461 | 上涨 ×2 | ||
| IJR | $876512 | 0.04% | 5910 | $394686 | 上涨 ×1 | ||
| SCHV | $862940 | 0.04% | 24790 | $168699 | 上涨 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $804819 | 0.04% | 1385 | $601389 | 上涨 ×1 | ||
| RF Regions Financial Corporation Common Stock | $746151 | 0.03% | 24707 | $105689 | 上涨 ×1 | ||
| BBCA | $719060 | 0.03% | 7234 | 上涨 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $717254 | 0.03% | 3253 | $-44276 | 上涨 ×1 | ||
| VWO | $687821 | 0.03% | 11523 | $335855 | 上涨 ×1 | ||
| PVAL | $658478 | 0.03% | 12924 | 上涨 ×1 | |||
| SYM Symbotic Inc. - Class A Common Stock | $639054 | 0.03% | 14217 | $-117290 | |||
| SCHF | $630037 | 0.03% | 22745 | $87839 | 上涨 ×1 | ||
| BA Boeing Company (The) Common Stock | $628629 | 0.03% | 2904 | $119311 | 上涨 ×3 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $626671 | 0.03% | 6225 | $62 | |||
| IWB | $626535 | 0.03% | 1530 | $80998 | |||
| IAU | $564739 | 0.03% | 7479 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VXUS | $126049734 | 5.87% | 上涨 ×6 |
| IGIB | $96878611 | 4.51% | 上涨 ×4 |
| JPST | $92406207 | 4.30% | 上涨 ×6 |
| IEF | $80771480 | 3.76% | 上涨 ×4 |
| XLV | $76033993 | 3.54% | 上涨 ×6 |
| QQQ | $66696413 | 3.10% | 上涨 ×6 |
| IGSB | $55041324 | 2.56% | 上涨 ×3 |
| IWM | $53124436 | 2.47% | 上涨 ×6 |
| IJH | $49605481 | 2.31% | 上涨 ×6 |
| XLI | $48264918 | 2.25% | 上涨 ×6 |
| XLP | $39598463 | 1.84% | 上涨 ×5 |
| BRKB | $34465862 | 1.60% | 上涨 ×6 |
| AMZN | $31274498 | 1.46% | 上涨 ×5 |
| PANW | $28860523 | 1.34% | 上涨 ×5 |
| VDE | $28156100 | 1.31% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| VPL | $33309465 | 287920 | 1.55% |
| JIVE | $24848627 | 270228 | 1.16% |
| CEG | $11050478 | 44492 | 0.51% |
| BBJP | $1466210 | 19469 | 0.07% |
| MU | $1073490 | 930 | 0.05% |
| BBCA | $719060 | 7234 | 0.03% |
| PVAL | $658478 | 12924 | 0.03% |
| IAU | $564739 | 7479 | 0.03% |
| TXN | $529074 | 1775 | 0.02% |
| PSC | $510574 | 7281 | 0.02% |
| BBAX | $501411 | 8375 | 0.02% |
| DGRO | $465502 | 6142 | 0.02% |
| IYW | $439889 | 1744 | 0.02% |
| LRCX | $346664 | 800 | 0.02% |
| IEFA | $330014 | 3417 | 0.02% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| ACN | 2025年6月30日 | 39726 | $12396101 | -38.9% |
| MRK | 2025年6月30日 | 137005 | $12297608 | 91.6% |
| ASML | 2025年6月30日 | 14510 | $9614761 | 118.9% |
| JHMM | 2025年3月31日 | 18625 | $1112471 | 不再跟踪 |
| SCHW | 2025年3月31日 | 14398 | $1065601 | 42.0% |
| DGRO | 2025年3月31日 | 17257 | $1058544 | 不再跟踪 |
| ADBE | 2025年9月30日 | 2549 | $986496 | -22.6% |
| VCSH | 2025年3月31日 | 10215 | $796895 | |
| BRKA | 2025年3月31日 | 1 | $680920 | 不再跟踪 |
| VYM | 2025年3月31日 | 5253 | $670235 | 不再跟踪 |
| SPEM | 2025年6月30日 | 16071 | $632734 | 不再跟踪 |
| ISTB | 2025年3月31日 | 10560 | $504463 | |
| IWD | 2026年3月31日 | 2029 | $426780 | 不再跟踪 |
| VO | 2025年3月31日 | 1503 | $396933 | 不再跟踪 |
| NVS | 2025年3月31日 | 3810 | $370751 | 40.9% |
| VYMI | 2025年3月31日 | 5417 | $367706 | |
| MA | 2025年3月31日 | 692 | $364466 | 4.9% |
| COP | 2025年3月31日 | 3467 | $343780 | 29.0% |
| USMV | 2026年3月31日 | 3589 | $337940 | 不再跟踪 |
| BSV | 2025年6月30日 | 4223 | $330584 | 不再跟踪 |
| ADI | 2025年3月31日 | 1420 | $301798 | 86.6% |
| APO | 2025年3月31日 | 1800 | $297288 | -3.9% |
| VTV | 2025年3月31日 | 1713 | $290090 | 不再跟踪 |
| BX | 2026年3月31日 | 1771 | $272982 | 24.6% |
| IUSV | 2025年3月31日 | 2899 | $268383 | |
| BKNG | 2025年3月31日 | 52 | $258597 | -95.5% |
| VIG | 2025年9月30日 | 1226 | $250982 | 不再跟踪 |
| QUAL | 2025年9月30日 | 1361 | $248818 | 不再跟踪 |
| FISV | 2025年3月31日 | 1189 | $244244 | -76.7% |
| BX | 2025年3月31日 | 1385 | $238802 | 2.5% |
| LIN | 2025年3月31日 | 570 | $238642 | 4.8% |
| BOF | 2025年6月30日 | 94949 | $233575 | 62.1% |
| SHEL | 2025年3月31日 | 3642 | $228171 | 27.9% |
| PSTG | 2025年3月31日 | 3650 | $224220 | 不再跟踪 |
| YETI | 2026年3月31日 | 5047 | $222926 | 20.1% |
| VLO | 2026年6月30日 | 900 | $222372 | 32.8% |
| UNH | 2025年9月30日 | 690 | $215113 | 12.2% |
| CSCO | 2026年3月31日 | 2684 | $206749 | 43.1% |
| COR | 2025年3月31日 | 911 | $204624 | 14.0% |
| WM | 2025年3月31日 | 1012 | $204211 | -3.3% |
| NGG | 2026年6月30日 | 2411 | $203971 | -2.3% |
| DIS | 2026年3月31日 | 1778 | $202256 | 11.2% |
| MCK | 2026年3月31日 | 246 | $201579 | -1.0% |
| PNSTQ | 2025年3月31日 | 25428 | $10044 | 不再跟踪 |