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SHEETS SMITH WEALTH MANAGEMENT 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SHEETS SMITH WEALTH MANAGEMENT
报告期 2026-03-31 · CIK 0001157436
持仓数
393
前50大市值合计
$515.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 34
增持 49
减持 41
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
SUB
ISHARES TR
+$9.2M
109,078
+365%
增持
MUB
ISHARES TR
+$7.6M
224,067
+41%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.7M
154,821
-29%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AAPL
APPLE INC
+$3.5M
88,760
+2%
增持
PEP
PEPSICO INC
+$3.1M
128,136
+1%
增持
KO
COCA COLA CO
+$2.2M
332,660
+0%
增持
IQV
IQVIA HLDGS INC
+$2.2M
51,865
+0%
增持
CALF
PACER FDS TR
+$2.2M
66,466
+312%
减持
INTU
INTUIT
+$2.1M
20,930
-0%
增持
GOOG
ALPHABET INC
+$2.1M
6,649
+3%
减持
SPTM
SPDR SER TR
-$2.1M
30,822
-58%
增持
TSCO
TRACTOR SUPPLY CO
+$2.0M
52,880
+1%
增持
ANGL
VANECK ETF TRUST
+$2.0M
113,984
+110%
减持
HYXF
ISHARES TR
-$1.7M
17,929
-64%
减持
V
VISA INC
-$1.6M
59,145
-9%
增持
MSFT
MICROSOFT CORP
+$1.6M
27,560
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
130,443
+2%
增持
ECL
ECOLAB INC
+$1.5M
49,384
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.5M
254,981
+9%
建仓
HYBB
ISHARES TR
+$1.5M
28,868
减持
WAT
WATERS CORP
-$1.5M
5,878
-43%
减持
XSOE
WISDOMTREE TR
-$1.3M
33,370
-52%
减持
IVV
ISHARES TR
+$1.3M
52,697
-5%
建仓
XCEM
COLUMBIA ETF TR II
+$1.3M
39,614
增持
PAYX
PAYCHEX INC
+$1.2M
50,629
+0%
增持
PFE
PFIZER INC
+$1.2M
59,760
+9%
建仓
—
WORLD GOLD TR
+$1.2M
63,903
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$1.1M
40,454
-63%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.1M
85,692
+108%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
12,217
+1%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.1M
78,100
+1%
建仓
ALB
ALBEMARLE CORP
+$1.1M
4,500
增持
GIS
GENERAL MLS INC
+$1.1M
106,052
+4%
减持
—
ACCENTURE PLC IRELAND
+$1.0M
11,932
-3%
增持
WPC
WP CAREY INC
+$968.0K
82,161
+4%
减持
QQQ
INVESCO QQQ TR
+$927.0K
24,034
-0%
减持
IWF
ISHARES TR
+$896.0K
28,616
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$874.0K
7,863
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$843.0K
15,870
-49%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$836.0K
68,250
-21%
增持
SPIB
SPDR SER TR
+$798.0K
91,738
+33%
增持
BX
BLACKSTONE INC
+$766.0K
12,469
+71%
清仓
—
REXNORD CORP
-$760.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$746.0K
95,895
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$743.0K
14,445
+123%
减持
IGSB
ISHARES TR
-$736.0K
7,080
-65%
减持
IXUS
ISHARES TR
-$700.0K
50,268
-16%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$685.0K
0
-100%
建仓
NTR
NUTRIEN LTD
+$675.0K
8,970
增持
COST
COSTCO WHSL CORP NEW
+$661.0K
5,567
+0%
建仓
F
FORD MTR CO DEL
+$658.0K
31,694
减持
ICSH
ISHARES TR
-$576.0K
102,787
-10%
清仓
QRVO
QORVO INC
-$564.0K
0
-100%
建仓
ZWS
ZURN WATER SOLUTIONS CORP
+$557.0K
15,293
建仓
MTN
VAIL RESORTS INC
+$557.0K
1,698
减持
SCHB
SCHWAB STRATEGIC TR
+$551.0K
66,887
-1%
增持
ABBV
ABBVIE INC
+$550.0K
19,714
+0%
减持
SNPE
DBX ETF TR
+$547.0K
179,769
-4%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$545.0K
0
-100%
建仓
FLR
FLUOR CORP NEW
+$531.0K
21,457
减持
LOW
LOWES COS INC
+$526.0K
9,547
-0%
清仓
CVLT
COMMVAULT SYS INC
-$525.0K
0
-100%
减持
USMC
PRINCIPAL EXCHANGE-TRADED FD
-$519.0K
44,181
-28%
建仓
MU
MICRON TECHNOLOGY INC
+$515.0K
5,527
减持
MRNA
MODERNA INC
-$502.0K
3,779
-1%
清仓
FISV
FISERV INC
-$460.0K
0
-100%
建仓
AAP
ADVANCE AUTO PARTS INC
+$457.0K
1,906
建仓
SBNY
SIGNATURE BK NEW YORK N Y
+$450.0K
1,392
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$444.0K
0
-100%
清仓
DHI
D R HORTON INC
-$442.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$436.0K
24,870
-0%
减持
SQ
BLOCK INC
-$419.0K
1,719
-41%
建仓
FNDX
SCHWAB STRATEGIC TR
+$408.0K
6,954
建仓
FUL
FULLER H B CO
+$408.0K
5,040
清仓
LULU
LULULEMON ATHLETICA INC
-$404.0K
0
-100%
建仓
MOH
MOLINA HEALTHCARE INC
+$402.0K
1,265
增持
OHI
OMEGA HEALTHCARE INVS INC
+$399.0K
32,448
+73%
清仓
HURC
HURCO CO
-$399.0K
0
-100%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$398.0K
9,752
减持
ROKU
ROKU INC
-$394.0K
1,655
-33%
建仓
TOL
TOLL BROTHERS INC
+$392.0K
5,422
建仓
—
SYNEOS HEALTH INC
+$392.0K
3,819
清仓
LAD
LITHIA MTRS INC
-$384.0K
0
-100%
增持
PFXF
VANECK ETF TRUST
+$380.0K
103,424
+17%
清仓
DOCU
DOCUSIGN INC
-$378.0K
0
-100%
减持
TJX
TJX COS INC NEW
+$371.0K
42,276
-2%
清仓
PGNY
PROGYNY INC
-$370.0K
0
-100%
增持
SAIA
SAIA INC
+$369.0K
3,701
+0%
清仓
ADSK
AUTODESK INC
-$354.0K
0
-100%
减持
SPYM
SPDR SER TR
-$350.0K
132,487
-14%
清仓
SNAP
SNAP INC
-$347.0K
0
-100%
增持
KMX
CARMAX INC
+$347.0K
40,200
+5%
增持
—
LABORATORY CORP AMER HLDGS
+$345.0K
3,622
+29%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$343.0K
5,349
建仓
MA
MASTERCARD INCORPORATED
+$340.0K
947
清仓
FIVE
FIVE BELOW INC
-$335.0K
0
-100%
清仓
BBBY
OVERSTOCK COM INC DEL
-$332.0K
0
-100%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$323.0K
6,303
清仓
—
GMS INC
-$311.0K
0
-100%
清仓
T
AT&T INC
-$310.0K
0
-100%
减持
ITOT
ISHARES TR
+$307.0K
40,384
-1%
清仓
—
CAI INTERNATIONAL INC
-$307.0K
0
-100%
清仓
—
CORESITE RLTY CORP
-$300.0K
0
-100%
减持
UNP
UNION PAC CORP
+$299.0K
5,562
-1%
增持
CSX
CSX CORP
+$295.0K
37,526
+0%
增持
GBX
GREENBRIER COS INC
+$293.0K
11,194
+118%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$288.0K
36,891
+0%
减持
IWM
ISHARES TR
-$286.0K
20,901
-7%
减持
—
BLACKROCK INC
+$279.0K
3,901
-1%
增持
AB
ALLIANCEBERNSTEIN HLDG L P
+$279.0K
52,720
+14%
减持
IHDG
WISDOMTREE TR
+$278.0K
121,418
-1%
增持
CVS
CVS HEALTH CORP
+$274.0K
14,938
+0%
增持
GLD
SPDR GOLD TR
+$268.0K
12,085
+10%
增持
AMGN
AMGEN INC
+$268.0K
13,878
+3%
减持
TMUS
T-MOBILE US INC
-$267.0K
18,587
-2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$262.0K
35,015
-13%
建仓
SRVR
PACER FDS TR
+$262.0K
6,046
增持
IXN
ISHARES TR
+$262.0K
33,484
+0%
增持
IBRX
IMMUNITYBIO INC
-$262.0K
152,276
+25%
建仓
BXMT
BLACKSTONE MTG TR INC
+$250.0K
8,160
清仓
BYND
BEYOND MEAT INC
-$247.0K
0
-100%
减持
NKE
NIKE INC
+$243.0K
80,027
-11%
增持
PYPL
PAYPAL HLDGS INC
-$241.0K
9,707
+22%
减持
USB
US BANCORP DEL
-$233.0K
46,656
-3%
减持
DGRW
WISDOMTREE TR
+$232.0K
51,163
-4%
清仓
GPN
GLOBAL PMTS INC
-$228.0K
0
-100%
增持
RAVI
FLEXSHARES TR
+$226.0K
11,057
+38%
清仓
—
CADENCE BANCORPORATION
-$225.0K
0
-100%
增持
—
II-VI INC
+$224.0K
24,879
+0%
清仓
KMB
KIMBERLY-CLARK CORP
-$224.0K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$222.0K
898
建仓
—
LIVENT CORP
+$219.0K
9,000
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$217.0K
1,804
增持
GTLS
CHART INDS INC
-$217.0K
6,967
+0%
增持
ADUS
ADDUS HOMECARE CORP
+$216.0K
6,739
+30%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$216.0K
874
建仓
USMV
ISHARES TR
+$216.0K
2,672
减持
DUK
DUKE ENERGY CORP NEW
+$213.0K
29,520
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$210.0K
5,123
+0%
建仓
CRM
SALESFORCE COM INC
+$210.0K
826
建仓
—
APOLLO GLOBAL MGMT INC
+$206.0K
2,850
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$206.0K
232,850
+3%
建仓
XLU
SELECT SECTOR SPDR TR
+$205.0K
2,865
建仓
MGM
MGM RESORTS INTERNATIONAL
+$202.0K
4,500
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$202.0K
1,227
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$202.0K
10,000
清仓
IEMG
ISHARES INC
-$201.0K
0
-100%
增持
D
DOMINION ENERGY INC
+$194.0K
15,169
+11%
减持
ARKK
ARK ETF TR
-$189.0K
6,897
-9%
减持
SCHO
SCHWAB STRATEGIC TR
-$187.0K
128,768
-2%
