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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 13
增持 83
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
GBIL
GOLDMAN SACHS ETF TR
+$21.7M
217,737
减持
MUB
ISHARES TR
-$5.0M
69,543
-39%
减持
GIS
GENERAL MLS INC
-$4.5M
45,443
-57%
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。
建仓
WSM
WILLIAMS SONOMA INC
+$3.5M
29,450
增持
GOOG
ALPHABET INC
-$2.9M
115,111
+1705%
增持
KO
COCA COLA CO
-$2.3M
331,986
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.2M
136,135
-16%
增持
TJX
TJX COS INC NEW
+$1.7M
85,421
+34%
增持
NKE
NIKE INC
-$1.5M
78,427
+0%
清仓
—
II-VI INC
-$1.2M
0
-100%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$1.2M
3,460
+41%
增持
SUB
ISHARES TR
+$1.0M
260,931
+6%
建仓
COHR
COHERENT CORP
+$938.0K
26,904
减持
VZ
VERIZON COMMUNICATIONS INC
-$904.0K
28,286
-27%
增持
KMX
CARMAX INC
-$893.0K
40,200
+3%
增持
V
VISA INC
-$889.0K
58,521
+2%
减持
SCHO
SCHWAB STRATEGIC TR
-$878.0K
89,386
-15%
增持
IVV
ISHARES TR
-$822.0K
58,105
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$808.0K
3,980
-80%
增持
AMZN
AMAZON COM INC
+$762.0K
94,111
+1%
增持
CAH
CARDINAL HEALTH INC
+$754.0K
38,764
+11%
减持
SCHX
SCHWAB STRATEGIC TR
-$717.0K
292,879
-0%
增持
AAPL
APPLE INC
+$696.0K
81,510
+5%
建仓
FISV
FISERV INC
+$640.0K
6,836
增持
SCHW
SCHWAB CHARLES CORP
+$596.0K
26,577
+28%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$581.0K
826
增持
SCHD
SCHWAB STRATEGIC TR
-$572.0K
118,217
+1%
增持
—
ACCENTURE PLC IRELAND
+$572.0K
19,570
+22%
增持
PYPL
PAYPAL HLDGS INC
+$552.0K
12,677
+64%
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$546.0K
0
-100%
减持
PFE
PFIZER INC
-$498.0K
52,626
-1%
减持
ECL
ECOLAB INC
-$474.0K
48,630
-0%
增持
GTLS
CHART INDS INC
+$436.0K
7,703
+31%
清仓
—
MANTECH INTERNATIONAL CORP
-$417.0K
0
-100%
建仓
IMXI
INTERNATIONAL MNY EXPRESS IN
+$411.0K
18,051
清仓
AMD
ADVANCED MICRO DEVICES INC
-$408.0K
0
-100%
增持
TMUS
T-MOBILE US INC
+$404.0K
20,717
+17%
减持
SNPE
DBX ETF TR
-$402.0K
183,970
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$369.0K
28,775
+1%
减持
IHDG
WISDOMTREE TR
-$357.0K
95,153
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$355.0K
61,408
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$351.0K
21,938
+3%
清仓
MA
MASTERCARD INCORPORATED
-$339.0K
0
-100%
建仓
MOH
MOLINA HEALTHCARE INC
+$335.0K
1,017
减持
ICSH
ISHARES TR
-$331.0K
79,419
-8%
增持
SPDW
SPDR INDEX SHS FDS
-$328.0K
121,071
+1%
增持
PEP
PEPSICO INC
-$307.0K
117,355
+0%
减持
GLD
SPDR GOLD TR
-$306.0K
11,185
-7%
建仓
POST
POST HLDGS INC
+$305.0K
3,727
增持
SPYM
SPDR SER TR
-$298.0K
131,552
+0%
增持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$288.0K
30,675
+25%
增持
NVDA
NVIDIA CORPORATION
-$282.0K
10,517
+2%
建仓
CC
CHEMOURS CO
+$274.0K
11,115
增持
QQQ
INVESCO QQQ TR
-$269.0K
23,765
+1%
减持
AMGN
AMGEN INC
-$269.0K
13,419
-1%
增持
ALB
ALBEMARLE CORP
+$268.0K
4,603
+1%
增持
CVS
CVS HEALTH CORP
+$263.0K
13,144
+23%
建仓
GOVT
ISHARES TR
+$263.0K
11,538
增持
XEL
XCEL ENERGY INC
+$261.0K
13,679
+58%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$258.0K
3,057
-22%
清仓
VTR
VENTAS INC
-$238.0K
0
-100%
增持
EFA
ISHARES TR
-$238.0K
40,690
+1%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$237.0K
4,620
建仓
TXN
TEXAS INSTRS INC
+$233.0K
1,505
清仓
VTEB
VANGUARD MUN BD FDS
-$231.0K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$230.0K
83,592
-0%
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$222.0K
20,962
-9%
增持
—
EXXON MOBIL CORP
+$221.0K
61,618
+2%
清仓
BXMT
BLACKSTONE MTG TR INC
-$221.0K
0
-100%
建仓
SYBT
STOCK YDS BANCORP INC
+$216.0K
3,182
减持
ANGL
VANECK ETF TRUST
-$215.0K
97,347
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$213.0K
25,587
+0%
清仓
HYXF
ISHARES TR
-$211.0K
0
-100%
清仓
MRNA
MODERNA INC
-$211.0K
0
-100%
减持
IXN
ISHARES TR
-$210.0K
32,326
-6%
清仓
PBA
PEMBINA PIPELINE CORP
-$209.0K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$208.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$207.0K
30,496
+15%
清仓
NVS
NOVARTIS AG
-$207.0K
0
-100%
清仓
HYGV
FLEXSHARES TR
-$203.0K
0
-100%
清仓
—
LIFE STORAGE INC
-$201.0K
0
-100%
减持
IAU
ISHARES GOLD TR
-$200.0K
11,279
-30%
增持
SCHB
SCHWAB STRATEGIC TR
-$199.0K
130,752
+2%
增持
HON
HONEYWELL INTL INC
+$199.0K
10,336
+18%
减持
SCHF
SCHWAB STRATEGIC TR
-$195.0K
40,565
-4%
减持
USMC
PRINCIPAL EXCHANGE TRADED FD
-$189.0K
37,325
-6%
增持
EEFT
EURONET WORLDWIDE INC
-$188.0K
10,262
+7%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$185.0K
18,668
-43%
减持
DGRW
WISDOMTREE TR
-$183.0K
48,521
-1%
增持
GILD
GILEAD SCIENCES INC
+$182.0K
24,887
+14%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$175.0K
44,154
+0%
减持
D
DOMINION ENERGY INC
-$173.0K
13,935
-2%
增持
TBBK
BANCORP INC DEL
+$170.0K
18,068
+55%
增持
LNG
CHENIERE ENERGY INC
+$169.0K
3,769
+10%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$166.0K
37,245
-0%
减持
IJH
ISHARES TR
-$166.0K
21,810
-0%
增持
USB
US BANCORP DEL
-$165.0K
44,044
+4%
增持
CADE
CADENCE BANK
+$165.0K
16,507
+52%
增持
COP
CONOCOPHILLIPS
+$158.0K
3,648
+52%
增持
PULS
PGIM ETF TR
+$148.0K
55,275
+6%
减持
KOMP
SPDR SER TR
-$145.0K
20,885
-11%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$137.0K
24,955
+0%
增持
JNJ
JOHNSON & JOHNSON
-$134.0K
13,362
+2%
增持
GBX
GREENBRIER COS INC
-$131.0K
11,210
+0%
减持
GDX
VANECK ETF TRUST
-$131.0K
9,832
-27%
增持
ABBV
ABBVIE INC
+$129.0K
17,762
+21%
减持
SGOL
ABRDN GOLD ETF TRUST
-$128.0K
56,195
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$126.0K
5,506
+63%
增持
DORM
DORMAN PRODS INC
-$125.0K
5,068
+3%
增持
CVX
CHEVRON CORP NEW
+$125.0K
6,768
+16%
增持
OKE
ONEOK INC NEW
-$125.0K
30,485
+0%
增持
—
BLACKROCK INC
+$121.0K
3,840
+17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$119.0K
14,203
-1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$116.0K
6,930
+35%
减持
TRP
TC ENERGY CORP
-$116.0K
6,253
-12%
增持
CSCO
CISCO SYS INC
+$115.0K
15,077
+32%
减持
BCE
BCE INC
-$111.0K
7,734
-13%
增持
GOOGL
ALPHABET INC
-$110.0K
10,835
+1960%
增持
LOW
LOWES COS INC
+$108.0K
8,212
+0%
增持
—
AMYRIS INC
+$108.0K
54,141
+100%
增持
FDX
FEDEX CORP
-$105.0K
1,495
+4%
增持
CL
COLGATE PALMOLIVE CO
-$102.0K
10,266
+0%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$102.0K
12,546
+1%
增持
PG
PROCTER AND GAMBLE CO
-$101.0K
5,795
+0%
增持
SPIB
SPDR SER TR
+$98.0K
85,100
+8%
增持
SCHP
SCHWAB STRATEGIC TR
-$97.0K
39,832
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$96.0K
234,353
+4%
增持
UNP
UNION PAC CORP
-$92.0K
5,017
+0%
增持
PFFA
ETFIS SER TR I
-$91.0K
78,442
+4%
增持
CSX
CSX CORP
-$90.0K
37,556
+0%
增持
NEOG
NEOGEN CORP
-$89.0K
30,009
+42%
增持
LQD
ISHARES TR
-$89.0K
13,957
+1%
增持
INTC
INTEL CORP
-$88.0K
8,418
+3%
减持
RY
ROYAL BK CDA
-$86.0K
9,541
-2%
减持
FLR
FLUOR CORP NEW
-$86.0K
17,503
-18%
增持
IJR
ISHARES TR
-$85.0K
50,640
+4%
增持
PAYX
PAYCHEX INC
-$84.0K
50,460
+0%
增持
ASIX
ADVANSIX INC
+$83.0K
12,465
+31%
增持
DVY
ISHARES TR
-$82.0K
8,281
+0%
减持
SAIA
SAIA INC
-$81.0K
3,578
-12%
增持
MEC
MAYVILLE ENGR CO INC
+$81.0K
33,110
+90%
增持
HAL
HALLIBURTON CO
-$80.0K
12,094
+0%
减持
SO
SOUTHERN CO
-$79.0K
15,033
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$79.0K
38,124
+4%
增持
PFXF
VANECK ETF TRUST
-$78.0K
114,549
+1%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$77.0K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$76.0K
2,193
+3%
减持
ACWX
ISHARES TR
-$75.0K
5,881
-15%
增持
BX
BLACKSTONE INC
-$75.0K
11,859
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$73.0K
3,771
+0%
