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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 19
增持 22
减持 73
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
META
META PLATFORMS INC
-$8.5M
1,991
-92%
减持
INTU
INTUIT
-$3.4M
20,830
-0%
减持
IQV
IQVIA HLDGS INC
-$3.3M
48,878
-6%
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。
减持
FDIS
FIDELITY COVINGTON TRUST
-$3.2M
14,127
-71%
减持
ECL
ECOLAB INC
-$2.9M
49,055
-1%
减持
NKE
NIKE INC
-$2.8M
78,420
-2%
减持
PEP
PEPSICO INC
-$2.7M
116,840
-9%
减持
EL
LAUDER ESTEE COS INC
-$2.6M
18,817
-9%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.5M
233,415
-8%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$2.5M
0
-100%
减持
IWF
ISHARES TR
-$2.5M
22,662
-21%
减持
CPRT
COPART INC
-$2.4M
89,393
-1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.0M
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9M
121,128
-22%
增持
ULTA
ULTA BEAUTY INC
+$1.7M
18,429
+35%
减持
MUB
ISHARES TR
-$1.5M
223,849
-0%
减持
CAH
CARDINAL HEALTH INC
-$1.5M
36,024
-47%
减持
KMX
CARMAX INC
-$1.5M
39,200
-2%
减持
—
ACCENTURE PLC IRELAND
-$1.4M
10,475
-12%
增持
SCHW
SCHWAB CHARLES CORP
+$1.3M
30,131
+109%
减持
NOW
SERVICENOW INC
-$1.3M
4,817
-21%
清仓
XCEM
COLUMBIA ETF TR II
-$1.3M
0
-100%
减持
IHDG
WISDOMTREE TR
-$1.3M
100,205
-17%
增持
CALF
PACER FDS TR
+$1.2M
101,882
+53%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
113,734
+19%
清仓
—
WORLD GOLD TR
-$1.2M
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.1M
84,092
-2%
建仓
SYLD
CAMBRIA ETF TR
+$1.1M
17,215
清仓
IEV
ISHARES TR
-$1.1M
0
-100%
建仓
SGOL
ABRDN GOLD ETF TRUST
+$1.1M
58,026
减持
—
EXXON MOBIL CORP
+$1.1M
50,148
-0%
增持
TJX
TJX COS INC NEW
+$1.0M
69,506
+64%
清仓
MSCI
MSCI INC
-$977.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$958.0K
293,506
+125%
建仓
SEIX
VIRTUS ETF TR II
+$937.0K
37,985
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$935.0K
234,339
+1%
减持
KO
COCA COLA CO
+$921.0K
332,554
-0%
减持
XSOE
WISDOMTREE TR
-$909.0K
9,834
-71%
减持
QQQ
INVESCO QQQ TR
-$907.0K
23,872
-1%
减持
XEL
XCEL ENERGY INC
-$904.0K
13,680
-51%
减持
MSFT
MICROSOFT CORP
-$891.0K
27,174
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$887.0K
25,428
-34%
增持
USMV
ISHARES TR
+$868.0K
13,975
+423%
清仓
DE
DEERE & CO
-$830.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$820.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$802.0K
0
-100%
减持
EFA
ISHARES TR
-$795.0K
40,285
-16%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$794.0K
0
-100%
减持
GOOG
ALPHABET INC
-$777.0K
6,610
-1%
减持
AAPL
APPLE INC
-$756.0K
85,935
-3%
清仓
HUBS
HUBSPOT INC
-$756.0K
0
-100%
减持
ICSH
ISHARES TR
-$744.0K
88,432
-14%
减持
LOW
LOWES COS INC
-$739.0K
8,551
-10%
减持
—
ASML HOLDING N V
-$736.0K
398
-68%
增持
SPDW
SPDR INDEX SHS FDS
+$723.0K
50,862
+82%
减持
PYPL
PAYPAL HLDGS INC
-$710.0K
9,697
-0%
减持
MRNA
MODERNA INC
-$705.0K
1,479
-61%
减持
OTIS
OTIS WORLDWIDE CORP
-$658.0K
56,328
-2%
减持
PFE
PFIZER INC
-$655.0K
55,521
-7%
清仓
DSGX
DESCARTES SYS GROUP INC
-$655.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$648.0K
29,979
+0%
减持
—
BLACKROCK INC
-$625.0K
3,856
-1%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$624.0K
10,533
清仓
AVTR
AVANTOR INC
-$624.0K
0
-100%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$619.0K
77,100
-1%
建仓
STIP
ISHARES TR
+$614.0K
5,849
增持
HAL
HALLIBURTON CO
+$597.0K
23,022
+92%
减持
FENY
FIDELITY COVINGTON TRUST
+$597.0K
111,347
-3%
减持
IXUS
ISHARES TR
-$596.0K
44,609
-11%
减持
DLR
DIGITAL RLTY TR INC
-$596.0K
2,116
-58%
增持
SNOW
SNOWFLAKE INC
-$586.0K
5,396
+0%
建仓
SLB
SCHLUMBERGER LTD
+$584.0K
14,141
建仓
TRGP
TARGA RES CORP
+$578.0K
7,657
减持
UNH
UNITEDHEALTH GROUP INC
-$574.0K
6,616
-16%
减持
—
COUPA SOFTWARE INC
-$573.0K
9,382
-3%
减持
NVDA
NVIDIA CORPORATION
-$572.0K
11,073
-9%
清仓
MTN
VAIL RESORTS INC
-$557.0K
0
-100%
减持
RAVI
FLEXSHARES TR
-$531.0K
4,058
-63%
清仓
ENPH
ENPHASE ENERGY INC
-$527.0K
0
-100%
清仓
—
ATLASSIAN CORP PLC
-$520.0K
0
-100%
清仓
FND
FLOOR & DECOR HLDGS INC
-$493.0K
0
-100%
清仓
ZS
ZSCALER INC
-$493.0K
0
-100%
减持
F
FORD MTR CO DEL
-$484.0K
10,280
-68%
清仓
AAP
ADVANCE AUTO PARTS INC
-$457.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$455.0K
133,052
+99%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$450.0K
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$443.0K
52,168
-1%
清仓
ONTO
ONTO INNOVATION INC
-$439.0K
0
-100%
减持
HYXF
ISHARES TR
-$432.0K
10,160
-43%
减持
ABBV
ABBVIE INC
+$432.0K
19,131
-3%
减持
SPYM
SPDR SER TR
-$431.0K
131,105
-1%
增持
DBEF
DBX ETF TR
+$427.0K
22,277
+112%
减持
SCHO
SCHWAB STRATEGIC TR
-$423.0K
123,634
-4%
减持
AEIS
ADVANCED ENERGY INDS
-$414.0K
6,910
-38%
减持
IWM
ISHARES TR
-$414.0K
20,629
-1%
减持
SPTM
SPDR SER TR
-$409.0K
25,059
-19%
减持
AMZN
AMAZON COM INC
-$401.0K
4,589
-0%
清仓
TOL
TOLL BROTHERS INC
-$392.0K
0
-100%
清仓
—
SYNEOS HEALTH INC
-$392.0K
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$384.0K
0
-100%
清仓
ROKU
ROKU INC
-$378.0K
0
-100%
清仓
WDAY
WORKDAY INC
-$374.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$371.0K
13,480
-1%
增持
OKE
ONEOK INC NEW
+$371.0K
30,048
+1%
减持
GILD
GILEAD SCIENCES INC
-$370.0K
25,379
-2%
减持
PSA
PUBLIC STORAGE
+$365.0K
30,365
-1%
减持
SUB
ISHARES TR
-$344.0K
108,683
-0%
增持
SAIA
SAIA INC
-$343.0K
3,708
+0%
减持
LQD
ISHARES TR
-$343.0K
13,748
-9%
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$343.0K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$340.0K
3,979
建仓
—
PIEDMONT LITHIUM INC
+$335.0K
4,595
建仓
TBBK
BANCORP INC DEL
+$330.0K
11,652
清仓
GMF
SPDR INDEX SHS FDS
-$324.0K
0
-100%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$321.0K
0
-100%
增持
IVV
ISHARES TR
-$320.0K
54,698
+4%
增持
PFFA
ETFIS SER TR I
+$317.0K
61,058
+33%
减持
ENTG
ENTEGRIS INC
-$316.0K
1,549
-59%
建仓
FMC
FMC CORP
+$312.0K
2,371
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$304.0K
3,236
减持
KOMP
SPDR SER TR
-$302.0K
24,872
-8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$296.0K
62,317
-9%
减持
SCHF
SCHWAB STRATEGIC TR
-$290.0K
55,176
-7%
减持
ITM
VANECK ETF TRUST
-$283.0K
20,278
-16%
清仓
—
CERNER CORP
-$270.0K
0
-100%
建仓
TFII
TFI INTL INC
+$269.0K
2,529
清仓
GLTR
ABERDEEN STD PRECIOUS METALS
-$268.0K
0
-100%
建仓
STRL
STERLING CONSTR INC
+$262.0K
9,776
清仓
SRVR
PACER FDS TR
-$262.0K
0
-100%
减持
USMC
PRINCIPAL EXCHANGE-TRADED FD
-$261.0K
39,741
-10%
减持
PFFD
GLOBAL X FDS
-$256.0K
79,066
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$255.0K
3,318
-0%
清仓
RSPD
INVESCO EXCHANGE TRADED FD T
-$253.0K
0
-100%
减持
NTR
NUTRIEN LTD
+$250.0K
8,897
-1%
清仓
BXMT
BLACKSTONE MTG TR INC
-$250.0K
0
-100%
增持
FANG
DIAMONDBACK ENERGY INC
+$249.0K
4,591
+30%
建仓
MOO
VANECK ETF TRUST
+$248.0K
2,377
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$242.0K
24,547
-39%
增持
MA
MASTERCARD INCORPORATED
+$241.0K
1,625
+72%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$239.0K
4,016
+2%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$230.0K
4,700
减持
DGRW
WISDOMTREE TR
-$229.0K
49,333
-4%
建仓
BBBY
OVERSTOCK COM INC DEL
+$228.0K
5,183
减持
TROW
PRICE T ROWE GROUP INC
-$228.0K
3,992
-6%
增持
MYRG
MYR GROUP INC DEL
-$226.0K
13,697
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$225.0K
19,589
-4%
建仓
WELL
WELLTOWER INC
+$224.0K
2,327
清仓
ITW
ILLINOIS TOOL WKS INC
-$222.0K
0
-100%
建仓
PBA
PEMBINA PIPELINE CORP
+$220.0K
5,862
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$220.0K
0
-100%