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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 27
增持 58
减持 51
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.5M
197,220
-25%
增持
AMZN
AMAZON COM INC
+$4.2M
91,686
+23%
建仓
GWW
GRAINGER W W INC
+$4.2M
5,354
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
COR
AMERISOURCEBERGEN CORP
+$3.1M
16,263
增持
CVS
CVS HEALTH CORP
+$3.1M
57,866
+354%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$2.8M
4,002
+64%
减持
SUB
ISHARES TR
-$2.6M
196,974
-11%
增持
MSFT
MICROSOFT CORP
+$2.5M
26,301
+17%
减持
AAPL
APPLE INC
+$2.2M
78,729
-1%
减持
IBRX
IMMUNITYBIO INC
-$2.1M
269,129
-83%
减持
IWM
ISHARES TR
-$2.1M
1,818
-87%
建仓
BIV
VANGUARD BD INDEX FDS
+$2.0M
27,244
增持
IVV
ISHARES TR
+$1.9M
55,402
+0%
增持
GOOG
ALPHABET INC
+$1.9M
107,343
+0%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
8,608
+31%
减持
CPRT
COPART INC
+$1.5M
161,543
-8%
减持
ULTA
ULTA BEAUTY INC
-$1.5M
18,269
-1%
增持
IQV
IQVIA HLDGS INC
+$1.4M
51,825
+1%
清仓
USMC
PRINCIPAL EXCHANGE TRADED FD
-$1.2M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$1.2M
15,013
+52%
增持
V
VISA INC
+$1.2M
59,321
+4%
减持
WSM
WILLIAMS SONOMA INC
-$1.2M
10,750
-48%
增持
QQQ
INVESCO QQQ TR
+$1.2M
23,795
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$1.1M
7,569
-75%
减持
USB
US BANCORP DEL
-$1.1M
12,261
-70%
清仓
OZ
BELPOINTE PREP LLC
-$1.0M
0
-100%
建仓
OPCH
OPTION CARE HEALTH INC
+$1.0M
32,032
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.0M
2
减持
NKE
NIKE INC
-$992.6K
78,428
-0%
减持
CAH
CARDINAL HEALTH INC
-$936.6K
6,240
-69%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$930.0K
30,571
+65%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$929.2K
21,420
+308%
增持
SCHO
SCHWAB STRATEGIC TR
+$808.6K
78,447
+29%
清仓
ICVT
ISHARES TR
-$798.2K
0
-100%
建仓
META
META PLATFORMS INC
+$791.2K
2,757
增持
WPC
WP CAREY INC
-$745.8K
80,737
+1%
建仓
SPSC
SPS COMM INC
+$609.8K
3,175
减持
PSA
PUBLIC STORAGE
-$602.8K
29,010
-3%
增持
KO
COCA COLA CO
-$599.5K
331,279
+0%
减持
TMUS
T-MOBILE US INC
-$590.0K
17,303
-16%
增持
TIPX
SPDR SER TR
+$579.8K
47,649
+202%
建仓
GSHD
GOOSEHEAD INS INC
+$563.6K
8,962
清仓
FLR
FLUOR CORP NEW
-$541.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$534.4K
17,892
+21%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$533.2K
86,454
+10%
清仓
SRLN
SSGA ACTIVE ETF TR
-$528.4K
0
-100%
建仓
HYBL
SSGA ACTIVE TR
+$521.0K
18,790
增持
ORLY
OREILLY AUTOMOTIVE INC
+$490.8K
1,318
+46%
建仓
FTNT
FORTINET INC
+$481.8K
6,374
建仓
SHM
SPDR SER TR
+$470.8K
10,007
建仓
HUBS
HUBSPOT INC
+$469.3K
882
增持
SPY
SPDR S&P 500 ETF TR
+$462.6K
4,686
+19%
减持
SPYM
SPDR SER TR
+$455.5K
126,593
-1%
增持
GTLS
CHART INDS INC
+$453.7K
7,708
+24%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$452.9K
20,726
清仓
AXP
AMERICAN EXPRESS CO
-$447.7K
0
-100%
增持
COHR
COHERENT CORP
+$442.0K
29,498
+6%
建仓
DXCM
DEXCOM INC
+$440.9K
3,431
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$440.1K
83,092
-1%
增持
SGOL
ABRDN GOLD ETF TRUST
+$439.2K
67,633
+59%
减持
ABBV
ABBVIE INC
-$438.4K
17,590
-0%
减持
GIS
GENERAL MLS INC
-$431.2K
42,572
-2%
减持
JPM
JPMORGAN CHASE & CO
-$430.3K
23,749
-20%
建仓
KNSL
KINSALE CAP GROUP INC
+$407.9K
1,090
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$403.0K
0
-100%
增持
STRL
STERLING INFRASTRUCTURE INC
+$386.0K
16,209
+18%
清仓
IMXI
INTERNATIONAL MNY EXPRESS IN
-$371.7K
0
-100%
增持
SYLD
CAMBRIA ETF TR
+$370.2K
39,354
+13%
减持
—
ACCENTURE PLC IRELAND
+$360.9K
19,777
-2%
建仓
—
FLEETCOR TECHNOLOGIES INC
+$359.3K
1,431
建仓
—
VALARIS LIMITED
+$358.6K
5,698
建仓
MOAT
VANECK ETF TRUST
+$343.7K
4,308
增持
PEP
PEPSICO INC
+$340.1K
115,674
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$335.1K
61,938
-0%
增持
ITOT
ISHARES TR
+$322.8K
44,178
+0%
减持
SCHB
SCHWAB STRATEGIC TR
+$321.8K
126,774
-3%
增持
UPS
UNITED PARCEL SERVICE INC
-$318.2K
22,295
+0%
减持
WAT
WATERS CORP
-$306.6K
5,678
-3%
减持
TJX
TJX COS INC NEW
+$306.3K
82,556
-3%
清仓
—
ARISTA NETWORKS INC
-$304.2K
0
-100%
清仓
GUNR
FLEXSHARES TR
-$293.3K
0
-100%
建仓
—
MEDTRONIC PLC
+$292.9K
3,325
减持
MTZ
MASTEC INC
+$282.2K
19,975
-9%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$279.5K
132,788
+13%
减持
LLY
LILLY ELI & CO
+$274.1K
2,281
-2%
建仓
WCC
WESCO INTL INC
+$270.0K
1,508
减持
SNPE
DBX ETF TR
-$267.8K
156,667
-12%
清仓
TGT
TARGET CORP
-$259.3K
0
-100%
增持
IJH
ISHARES TR
+$253.6K
21,740
+0%
增持
AMGN
AMGEN INC
-$253.3K
13,300
+0%
减持
—
MAGELLAN MIDSTREAM PRTNRS LP
+$242.0K
30,700
-0%
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$238.8K
9,343
建仓
IEFA
ISHARES TR
+$237.5K
3,519
建仓
AVGO
BROADCOM INC
+$235.9K
272
清仓
MRNA
MODERNA INC
-$227.1K
0
-100%
增持
SPIB
SPDR SER TR
+$225.5K
140,614
+7%
建仓
—
PROS HOLDINGS INC
+$219.2K
7,118
清仓
UFOX
ETF SER SOLUTIONS
-$218.3K
0
-100%
增持
TBBK
BANCORP INC DEL
+$217.9K
22,086
+22%
增持
FISV
FISERV INC
+$217.1K
7,846
+15%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$209.8K
0
-100%
减持
LOW
LOWES COS INC
-$209.5K
6,033
-23%
建仓
VTR
VENTAS INC
+$206.8K
4,375
增持
PFE
PFIZER INC
-$206.0K
52,215
+0%
建仓
—
EATON CORP PLC
+$205.5K
1,022
增持
COST
COSTCO WHSL CORP NEW
+$201.1K
4,613
+0%
减持
MTUM
ISHARES TR
-$184.1K
6,260
-20%
增持
—
ARCH CAP GROUP LTD
+$180.8K
9,204
+23%
减持
GOOGL
ALPHABET INC
+$180.4K
11,665
-0%
增持
—
LIVENT CORP
+$178.9K
13,978
+48%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$174.1K
24,424
-1%
增持
OEF
ISHARES TR
+$172.2K
2,919
+26%
建仓
—
CALUMET SPECIALTY PRODS PART
+$168.1K
10,600
减持
GILD
GILEAD SCIENCES INC
-$160.6K
23,056
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$160.5K
31,763
+9%
增持
IWF
ISHARES TR
+$155.2K
3,978
+3%
减持
MRK
MERCK & CO INC
+$154.8K
23,448
-2%
增持
JNJ
JOHNSON & JOHNSON
+$152.8K
13,699
+0%
增持
IAU
ISHARES GOLD TR
+$150.1K
19,535
+30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$150.0K
18,754
-14%
增持
DUK
DUKE ENERGY CORP NEW
-$149.0K
30,236
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$147.1K
20,703
+6%
减持
CSX
CSX CORP
+$144.4K
37,228
-1%
减持
HON
HONEYWELL INTL INC
+$143.5K
10,212
-1%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$137.7K
15,800
-51%
增持
—
EXXON MOBIL CORP
-$132.4K
113,561
+1%
减持
MUB
ISHARES TR
-$128.4K
42,129
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$123.7K
56,779
+4%
增持
PAYX
PAYCHEX INC
-$122.3K
49,220
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$119.9K
263,382
-8%
减持
D
DOMINION ENERGY INC
-$111.6K
7,343
-17%
增持
AGG
ISHARES TR
+$111.3K
17,842
+9%
增持
—
CHAMPIONX CORPORATION
+$108.0K
12,069
+23%
减持
—
PIEDMONT LITHIUM INC
-$107.2K
4,840
-25%
减持
DGRW
WISDOMTREE TR
+$105.7K
26,353
-0%
增持
PULS
PGIM ETF TR
+$103.6K
73,377
+3%
减持
MYRG
MYR GROUP INC DEL
+$102.0K
10,534
-2%
减持
SFST
SOUTHERN FIRST BANCSHARES
-$101.3K
14,854
-3%
减持
DBEF
DBX ETF TR
-$101.2K
27,603
-10%
减持
TFC
TRUIST FINL CORP
-$96.5K
24,279
-1%
减持
MBB
ISHARES TR
-$96.5K
27,208
-2%
减持
VV
VANGUARD INDEX FDS
+$94.8K
9,483
-3%
增持
AEIS
ADVANCED ENERGY INDS
+$93.9K
6,940
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$87.6K
240,545
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$87.3K
2,583
+1%
增持
SPEM
SPDR INDEX SHS FDS
+$86.3K
11,140
+28%
增持
VTI
VANGUARD INDEX FDS
+$85.2K
5,229
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$83.6K
12,837
+8%
减持
NEOG
NEOGEN CORP
+$82.6K
29,371
-2%
增持
ADUS
ADDUS HOMECARE CORP
-$82.2K
6,724
+2%
