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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 20
增持 68
减持 50
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IBRX
IMMUNITYBIO INC
-$4.9M
1,590,398
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$4.6M
262,259
+20%
减持
SUB
ISHARES TR
-$4.1M
221,010
-15%
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
AAPL
APPLE INC
+$2.6M
79,283
-2%
增持
CPRT
COPART INC
+$2.5M
176,063
+0%
减持
IQV
IQVIA HLDGS INC
-$2.4M
51,565
-16%
增持
AMZN
AMAZON COM INC
+$1.5M
74,642
+1%
增持
QQQ
INVESCO QQQ TR
+$1.3M
23,785
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
29,249
+357%
清仓
PFFD
GLOBAL X FDS
-$1.2M
0
-100%
增持
PULS
PGIM ETF TR
+$1.2M
71,439
+48%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
5,109
-23%
减持
MSFT
MICROSOFT CORP
+$1.1M
22,490
-1%
减持
INTU
INTUIT
-$1.0M
15,997
-24%
增持
V
VISA INC
+$1.0M
57,095
+0%
减持
GOOG
ALPHABET INC
+$999.2K
106,881
-6%
减持
MUB
ISHARES TR
-$904.7K
42,926
-18%
增持
NVDA
NVIDIA CORPORATION
+$892.5K
6,592
+3%
减持
ECL
ECOLAB INC
+$853.7K
46,393
-1%
增持
PSA
PUBLIC STORAGE
+$793.4K
30,020
+2%
减持
ICSH
ISHARES TR
-$673.0K
36,773
-27%
建仓
GMF
SPDR INDEX SHS FDS
+$668.6K
6,663
增持
BILS
SPDR SER TR
+$667.6K
12,030
+125%
增持
SCHW
SCHWAB CHARLES CORP
-$643.2K
29,966
+13%
清仓
LNG
CHENIERE ENERGY INC
-$583.7K
0
-100%
减持
PFE
PFIZER INC
-$575.0K
51,991
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$570.2K
57,448
+24%
减持
KO
COCA COLA CO
-$568.6K
331,277
-0%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$527.1K
11,690
减持
SCHD
SCHWAB STRATEGIC TR
-$514.3K
115,311
-3%
增持
UPS
UNITED PARCEL SERVICE INC
+$448.7K
22,241
+0%
建仓
AXP
AMERICAN EXPRESS CO
+$447.7K
2,714
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$434.7K
78,814
-8%
增持
SPIB
SPDR SER TR
+$434.6K
132,028
+9%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$429.8K
241,344
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$418.5K
8,938
+174%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$414.9K
2,564
建仓
IMXI
INTERNATIONAL MNY EXPRESS IN
+$371.7K
14,418
减持
—
ACCENTURE PLC IRELAND
+$367.8K
20,090
-0%
减持
USB
US BANCORP DEL
-$360.2K
40,751
-3%
增持
GDX
VANECK ETF TRUST
+$350.7K
19,561
+99%
减持
OTIS
OTIS WORLDWIDE CORP
+$339.4K
56,282
-0%
建仓
TSLA
TESLA INC
+$336.9K
1,624
清仓
POST
POST HLDGS INC
-$336.4K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$335.8K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$327.8K
6,676
减持
SCHB
SCHWAB STRATEGIC TR
+$326.4K
130,249
-1%
清仓
ZWS
ZURN ELKAY WATER SOLNS CORP
-$323.6K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$320.8K
4,162
减持
AMGN
AMGEN INC
-$317.5K
13,262
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$313.4K
126,032
+0%
建仓
—
ARISTA NETWORKS INC
+$304.2K
1,812
增持
—
WALGREENS BOOTS ALLIANCE INC
-$279.9K
117,470
+1%
建仓
—
CHAMPIONX CORPORATION
+$266.6K
9,823
清仓
HALO
HALOZYME THERAPEUTICS INC
-$259.8K
0
-100%
减持
SPYM
SPDR SER TR
+$258.7K
127,545
-2%
增持
MBB
ISHARES TR
+$258.6K
27,806
+9%
增持
SCHO
SCHWAB STRATEGIC TR
+$257.9K
60,700
+8%
增持
ITOT
ISHARES TR
+$254.9K
44,170
+0%
减持
CAH
CARDINAL HEALTH INC
-$254.5K
20,222
-13%
减持
TECB
ISHARES TR
-$252.3K
64,556
-26%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$248.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$246.7K
13,643
+2%
增持
EFA
ISHARES TR
+$244.0K
40,386
+0%
减持
CVS
CVS HEALTH CORP
-$242.9K
12,758
-0%
建仓
FNV
FRANCO NEV CORP
+$237.7K
1,630
建仓
—
LIFE STORAGE INC
+$236.0K
1,800
增持
COHR
COHERENT CORP
+$235.1K
27,884
+18%
建仓
DLN
WISDOMTREE TR
+$233.6K
3,776
减持
MYRG
MYR GROUP INC DEL
+$232.6K
10,756
-12%
增持
SFST
SOUTHERN FIRST BANCSHARES
-$225.7K
15,257
+1%
减持
D
DOMINION ENERGY INC
-$218.3K
8,798
-24%
建仓
UFOX
ETF SER SOLUTIONS
+$218.3K
6,656
减持
JPM
JPMORGAN CHASE & CO
-$215.6K
29,809
-3%
增持
IAU
ISHARES GOLD TR
+$214.7K
15,007
+50%
增持
SCHF
SCHWAB STRATEGIC TR
+$214.0K
54,612
+4%
建仓
EMXC
ISHARES INC
+$211.5K
4,287
清仓
HYGV
FLEXSHARES TR
-$206.7K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$205.1K
843
建仓
—
LIVENT CORP
+$204.6K
9,418
减持
DUK
DUKE ENERGY CORP NEW
-$203.0K
29,671
-0%
清仓
HYXF
ISHARES TR
-$200.8K
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$200.2K
400
增持
PFFA
ETFIS SER TR I
+$196.7K
79,208
+8%
增持
TJX
TJX COS INC NEW
+$196.6K
85,421
+5%
增持
GOOGL
ALPHABET INC
+$192.5K
11,722
+1%
增持
IGSB
ISHARES TR
+$188.3K
17,202
+26%
减持
XEL
XCEL ENERGY INC
-$188.3K
11,429
-16%
增持
GLD
SPDR GOLD TR
+$186.7K
11,560
+2%
减持
SYLD
CAMBRIA ETF TR
-$186.5K
34,703
-7%
增持
GTLS
CHART INDS INC
+$186.0K
6,204
+21%
减持
PEP
PEPSICO INC
+$183.9K
115,660
-0%
增持
CSCO
CISCO SYS INC
+$178.3K
16,766
+14%
减持
MTUM
ISHARES TR
-$174.6K
7,819
-10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$167.4K
14,818
+6%
增持
EEFT
EURONET WORLDWIDE INC
+$162.2K
9,004
+1%
增持
—
LIBERTY MEDIA CORP DEL
+$160.1K
16,980
+33%
减持
IVV
ISHARES TR
+$160.1K
55,399
-6%
减持
IJH
ISHARES TR
+$155.4K
21,710
-0%
减持
—
EXXON MOBIL CORP
-$152.0K
112,273
-1%
增持
—
BLACKROCK INC
-$151.7K
3,844
+0%
减持
FENY
FIDELITY COVINGTON TRUST
-$142.1K
50,390
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$140.9K
61,984
+1%
建仓
—
SOCIETY PASS INC
+$137.7K
135,000
减持
SCHX
SCHWAB STRATEGIC TR
+$136.5K
287,641
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$134.1K
18,524
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$133.9K
3,943
+2%
清仓
AIRG
AIRGAIN INC
-$130.2K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$129.8K
35,553
-3%
减持
KOMP
SPDR SER TR
-$122.7K
17,164
-21%
减持
PM
PHILIP MORRIS INTL INC
-$119.2K
4,934
-17%
减持
MGC
VANGUARD WORLD FD
-$116.7K
3,000
-27%
减持
GILD
GILEAD SCIENCES INC
-$114.6K
23,353
-2%
减持
MRK
MERCK & CO INC
-$109.8K
23,977
-0%
增持
CVX
CHEVRON CORP NEW
-$107.5K
6,742
+0%
增持
DBEF
DBX ETF TR
+$106.1K
30,611
+2%
增持
NEOG
NEOGEN CORP
+$105.3K
30,034
+1%
减持
SGOL
ABRDN GOLD ETF TRUST
-$104.2K
42,568
-18%
减持
IJR
ISHARES TR
-$102.6K
49,178
-4%
增持
—
PINNACLE FINL PARTNERS INC
-$101.3K
5,559
+0%
减持
SPTM
SPDR SER TR
+$101.1K
32,840
-0%
减持
COST
COSTCO WHSL CORP NEW
+$99.1K
4,594
-4%
清仓
—
PROTERRA INC
-$93.1K
0
-100%
增持
HAL
HALLIBURTON CO
-$92.5K
12,166
+0%
增持
DIS
DISNEY WALT CO
+$91.7K
6,611
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$90.7K
25,392
+0%
建仓
—
TIVIC HEALTH SYSTEMS INC
+$90.6K
600,000
增持
PFXF
VANECK ETF TRUST
+$89.4K
90,664
+0%
增持
TFC
TRUIST FINL CORP
-$88.8K
24,440
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$87.5K
3,118
+34%
增持
AEIS
ADVANCED ENERGY INDS
+$86.5K
6,932
+0%
增持
RNST
RENASANT CORP
-$83.9K
11,987
+0%
清仓
—
AMYRIS INC
-$82.8K
0
-100%
增持
OUSM
ALPS ETF TR
+$81.8K
29,498
+3%
增持
IWM
ISHARES TR
+$81.6K
13,748
+1%
减持
IFRA
ISHARES TR
-$80.8K
21,470
-12%
减持
SAIA
SAIA INC
+$80.2K
3,052
-15%
增持
SPSB
SPDR SER TR
+$80.0K
11,933
+28%
增持
VO
VANGUARD INDEX FDS
+$76.7K
9,866
+0%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$76.0K
4,716
+0%
减持
DVY
ISHARES TR
-$74.9K
7,876
-5%
增持
VTI
VANGUARD INDEX FDS
+$73.8K
5,226
+1%
减持
SO
SOUTHERN CO
-$73.6K
14,916
-4%
增持
—
STELLAR BANCORP INC
-$72.9K
15,064
+0%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$71.2K
905
+10%
增持
STRL
STERLING INFRASTRUCTURE INC
+$71.0K
13,687
+0%
增持
ANGL
VANECK ETF TRUST
+$69.8K
49,271
+2%
增持
SPHY
SPDR SER TR
+$68.1K
72,009
+1%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$67.6K
4,127
+7%
增持
AIR
AAR CORP
+$66.3K
6,565
+1%
