小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 25
增持 47
减持 57
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
—
EXXON MOBIL CORP
+$7.1M
112,999
+83%
增持
IBRX
IMMUNITYBIO INC
+$6.8M
1,544,048
+643%
减持
AMZN
AMAZON COM INC
-$4.4M
74,111
-21%
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
—
WALGREENS BOOTS ALLIANCE INC
+$4.3M
116,220
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$3.7M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.7M
85,685
-37%
增持
NKE
NIKE INC
+$2.7M
78,675
+0%
增持
KO
COCA COLA CO
+$2.5M
331,988
+0%
建仓
MBB
ISHARES TR
+$2.4M
25,611
增持
IVV
ISHARES TR
+$1.8M
58,857
+1%
减持
PEP
PEPSICO INC
+$1.7M
115,692
-1%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.6M
56,047
-37%
减持
MUB
ISHARES TR
-$1.6M
52,403
-25%
减持
TSCO
TRACTOR SUPPLY CO
+$1.6M
50,008
-4%
减持
V
VISA INC
+$1.5M
57,053
-3%
减持
ICSH
ISHARES TR
-$1.5M
50,376
-37%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
305,132
+4%
建仓
MTUM
ISHARES TR
+$1.3M
8,646
建仓
SHYG
ISHARES TR
+$1.2M
30,540
减持
ANGL
VANECK ETF TRUST
-$1.2M
48,510
-50%
增持
CPRT
COPART INC
+$1.2M
175,912
+97%
减持
IQV
IQVIA HLDGS INC
+$1.2M
61,565
-2%
减持
TJX
TJX COS INC NEW
+$1.2M
81,621
-4%
增持
SPIB
SPDR SER TR
+$1.2M
121,112
+42%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
118,487
+0%
减持
WSM
WILLIAMS SONOMA INC
-$1.1M
20,750
-30%
增持
SPHY
SPDR SER TR
+$1.0M
71,022
+173%
减持
GOOG
ALPHABET INC
-$951.5K
114,014
-1%
减持
DGRW
WISDOMTREE TR
-$931.5K
27,907
-42%
增持
JPM
JPMORGAN CHASE & CO
+$913.0K
30,574
+0%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$903.3K
2,447
-29%
减持
HYBB
ISHARES TR
-$829.9K
13,786
-59%
减持
GTLS
CHART INDS INC
-$828.1K
5,137
-33%
减持
CAH
CARDINAL HEALTH INC
-$803.7K
23,173
-40%
减持
SCHP
SCHWAB STRATEGIC TR
-$789.0K
24,600
-38%
减持
OTIS
OTIS WORLDWIDE CORP
+$752.8K
56,325
-2%
减持
AAPL
APPLE INC
-$746.7K
80,953
-1%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$735.0K
0
-100%
增持
SNPE
DBX ETF TR
+$694.0K
190,856
+4%
减持
KMX
CARMAX INC
-$632.5K
33,200
-17%
减持
PSA
PUBLIC STORAGE
-$614.2K
29,540
-3%
增持
SPDW
SPDR INDEX SHS FDS
+$610.7K
125,790
+4%
增持
—
BLACKROCK INC
+$610.6K
3,843
+0%
减持
PYPL
PAYPAL HLDGS INC
-$604.0K
6,838
-46%
减持
MRK
MERCK & CO INC
+$586.7K
23,981
-0%
减持
EL
LAUDER ESTEE COS INC
+$580.9K
18,717
-1%
建仓
XLRE
SELECT SECTOR SPDR TR
+$560.0K
15,165
增持
SCHF
SCHWAB STRATEGIC TR
+$545.5K
52,360
+29%
建仓
BILS
SPDR SER TR
+$530.7K
5,345
减持
GILD
GILEAD SCIENCES INC
+$517.2K
23,904
-4%
减持
AMGN
AMGEN INC
+$498.7K
13,416
-0%
增持
HON
HONEYWELL INTL INC
+$489.1K
10,337
+0%
减持
ABBV
ABBVIE INC
+$476.9K
17,703
-0%
建仓
—
ARCH CAP GROUP LTD
+$470.4K
7,493
减持
PFXF
VANECK ETF TRUST
-$459.2K
90,414
-21%
增持
SUB
ISHARES TR
+$456.4K
261,277
+0%
建仓
—
STELLAR BANCORP INC
+$443.7K
15,060
增持
IJR
ISHARES TR
+$443.2K
51,333
+1%
增持
OKE
ONEOK INC NEW
+$442.4K
30,509
+0%
减持
MTZ
MASTEC INC
+$442.2K
21,964
-3%
清仓
—
ALLEGIANCE BANCSHARES INC
-$442.0K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$431.8K
4,015
-58%
减持
WPC
WP CAREY INC
+$430.5K
80,057
-4%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$428.1K
7,332
清仓
TSLA
TESLA INC
-$423.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$416.1K
131,802
+1%
建仓
—
SHOCKWAVE MED INC
+$411.2K
2,000
清仓
IMXI
INTERNATIONAL MNY EXPRESS IN
-$411.0K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$408.6K
46,292
+21%
清仓
VNM
VANECK ETF TRUST
-$399.0K
0
-100%
减持
PFE
PFIZER INC
+$393.2K
52,620
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$388.4K
29,764
+3%
增持
VO
VANGUARD INDEX FDS
+$377.2K
9,834
+14%
减持
EFA
ISHARES TR
+$365.3K
40,286
-1%
减持
SPYM
SPDR SER TR
+$358.6K
130,782
-1%
减持
PULS
PGIM ETF TR
-$348.0K
48,168
-13%
增持
—
ACCENTURE PLC IRELAND
+$339.2K
20,140
+3%
减持
NVDA
NVIDIA CORPORATION
-$338.3K
6,423
-39%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$323.7K
24,904
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$321.9K
22,238
+1%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$312.0K
0
-100%
清仓
RAVI
FLEXSHARES TR
-$302.0K
0
-100%
建仓
KAI
KADANT INC
+$292.6K
1,647
建仓
AIR
AAR CORP
+$291.8K
6,499
建仓
TIPX
SPDR SER TR
+$290.6K
15,753
清仓
—
LIVENT CORP
-$289.0K
0
-100%
清仓
STIP
ISHARES TR
-$288.0K
0
-100%
增持
CALF
PACER FDS TR
+$286.4K
60,513
+4%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$280.4K
3,704
清仓
CC
CHEMOURS CO
-$274.0K
0
-100%
清仓
NBTB
NBT BANCORP INC
-$271.0K
0
-100%
建仓
MRNA
MODERNA INC
+$265.7K
1,479
清仓
GOVT
ISHARES TR
-$263.0K
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$259.8K
4,566
减持
D
DOMINION ENERGY INC
-$252.7K
11,583
-17%
清仓
TRP
TC ENERGY CORP
-$252.0K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$248.0K
241,336
+3%
建仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
+$248.0K
4,501
清仓
UFOX
ETF SER SOLUTIONS
-$244.0K
0
-100%
增持
ITOT
ISHARES TR
+$241.8K
44,160
+0%
清仓
ARKK
ARK ETF TR
-$236.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$235.6K
6,728
-1%
清仓
ACWX
ISHARES TR
-$235.0K
0
-100%
增持
VDE
VANGUARD WORLD FDS
+$229.1K
6,218
+20%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$223.1K
12,659
+1%
减持
DBEF
DBX ETF TR
-$222.6K
30,139
-15%
建仓
NVS
NOVARTIS AG
+$222.3K
2,450
增持
TECB
ISHARES TR
+$220.5K
87,757
+5%
减持
ITM
VANECK ETF TRUST
-$218.7K
13,600
-29%
清仓
INTC
INTEL CORP
-$217.0K
0
-100%
清仓
SYBT
STOCK YDS BANCORP INC
-$216.0K
0
-100%
建仓
ONEY
SPDR SER TR
+$211.0K
2,252
建仓
DFAX
DIMENSIONAL ETF TRUST
+$209.9K
9,717
建仓
IWP
ISHARES TR
+$209.0K
2,500
减持
FENY
FIDELITY COVINGTON TRUST
+$208.8K
53,391
-0%
建仓
HYGV
FLEXSHARES TR
+$206.7K
5,187
增持
MEC
MAYVILLE ENGR CO INC
+$206.1K
33,345
+1%
增持
IGSB
ISHARES TR
+$206.1K
13,671
+42%
建仓
QDF
FLEXSHARES TR
+$205.1K
3,900
建仓
AMAT
APPLIED MATLS INC
+$201.8K
2,072
增持
GLD
SPDR GOLD TR
+$201.4K
11,385
+2%
建仓
HYXF
ISHARES TR
+$200.8K
4,646
减持
ECL
ECOLAB INC
-$197.3K
46,893
-4%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$195.0K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$194.2K
36,749
-1%
减持
MINT
PIMCO ETF TR
-$189.8K
3,925
-33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$181.3K
22,658
-20%
增持
HAL
HALLIBURTON CO
+$179.5K
12,134
+0%
增持
JNJ
JOHNSON & JOHNSON
+$178.3K
13,367
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$175.1K
19,541
+7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$167.5K
13,986
-2%
减持
GIS
GENERAL MLS INC
+$162.9K
43,457
-4%
增持
CSX
CSX CORP
+$162.8K
37,566
+0%
减持
PFFA
ETFIS SER TR I
-$160.4K
73,518
-6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$160.0K
25,268
+1%
增持
PG
PROCTER AND GAMBLE CO
+$150.9K
5,825
+1%
增持
MCD
MCDONALDS CORP
+$148.7K
3,983
+2%
减持
COST
COSTCO WHSL CORP NEW
-$146.6K
4,783
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$143.9K
17,442
+9%
增持
MDLZ
MONDELEZ INTL INC
+$137.2K
11,631
+0%
减持
PFFD
GLOBAL X FDS
-$136.2K
60,339
-5%
增持
SBUX
STARBUCKS CORP
+$136.1K
8,478
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$133.5K
3,871
+3%
清仓
KEMQ
KRANESHARES TR
-$132.0K
0
-100%
增持
IWM
ISHARES TR
+$131.1K
13,599
+0%
减持
TMUS
T-MOBILE US INC
+$113.4K
20,667
-0%
减持
EFG
ISHARES TR
-$111.5K
5,928
-29%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$111.4K
6,394
+38%
减持
COHR
COHERENT CORP
-$111.3K
23,554
-12%
减持
DVY
ISHARES TR
+$109.8K
8,274
-0%
