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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 31
增持 46
减持 50
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
CVS
CVS HEALTH CORP
+$4.0M
107,301
+68%
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.0M
86,861
-25%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$3.0M
0
-100%
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
—
EXXON MOBIL CORP
-$2.9M
102,283
-8%
减持
IVV
ISHARES TR
+$2.6M
54,667
-0%
增持
ULTA
ULTA BEAUTY INC
+$2.3M
20,072
+7%
增持
OUSM
ALPS ETF TR
+$2.1M
78,241
+193%
增持
IWM
ISHARES TR
+$1.9M
10,918
+574%
减持
AMZN
AMAZON COM INC
+$1.9M
95,663
-4%
减持
V
VISA INC
+$1.8M
58,859
-0%
减持
IQV
IQVIA HLDGS INC
+$1.7M
50,880
-1%
增持
QQQ
INVESCO QQQ TR
+$1.5M
24,434
+3%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
499,366
+85%
减持
ECL
ECOLAB INC
+$1.3M
46,328
-0%
减持
PSA
PUBLIC STORAGE
+$1.1M
28,620
-1%
增持
MSFT
MICROSOFT CORP
+$1.1M
52,510
+106%
建仓
—
ODDITY TECH LTD
+$1.0M
22,252
建仓
GBF
ISHARES TR
+$1.0M
9,700
增持
NOW
SERVICENOW INC
+$1.0M
5,343
+8%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$989.9K
82,892
-0%
减持
NKE
NIKE INC
+$972.8K
78,060
-1%
减持
KO
COCA COLA CO
+$971.7K
331,523
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$966.5K
1,328
-60%
增持
WPC
WP CAREY INC
+$927.4K
84,032
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$881.7K
62,008
+3%
增持
GWW
GRAINGER W W INC
+$853.5K
5,731
+2%
减持
GOOG
ALPHABET INC
+$800.3K
109,277
-1%
减持
CPRT
COPART INC
+$771.8K
297,582
-7%
增持
SCHB
SCHWAB STRATEGIC TR
+$754.5K
124,468
+0%
增持
SPYM
SPDR SER TR
+$744.0K
131,117
+0%
减持
EL
LAUDER ESTEE COS INC
-$715.1K
13,017
-28%
清仓
KXI
ISHARES TR
-$706.9K
0
-100%
清仓
—
ARCH CAP GROUP LTD
-$685.9K
0
-100%
减持
CNI
CANADIAN NATL RY CO
+$667.4K
39,203
-0%
减持
SNPE
DBX ETF TR
+$658.4K
155,891
-0%
增持
TSCO
TRACTOR SUPPLY CO
+$640.7K
50,088
+0%
减持
PEP
PEPSICO INC
-$606.1K
111,871
-3%
增持
WSM
WILLIAMS SONOMA INC
+$605.5K
12,050
+3%
增持
IJH
ISHARES TR
+$604.2K
21,731
+0%
建仓
BA
BOEING CO
+$592.7K
2,274
减持
—
BLACKROCK INC
+$592.2K
3,748
-1%
建仓
SPIP
SPDR SER TR
+$587.3K
22,968
清仓
SLB
SCHLUMBERGER LTD
-$574.1K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$554.5K
9,321
-55%
减持
SCHD
SCHWAB STRATEGIC TR
+$532.1K
115,936
-1%
清仓
—
CHAMPIONX CORPORATION
-$530.1K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$528.5K
4,224
-39%
减持
IBRX
IMMUNITYBIO INC
+$524.5K
196,679
-28%
建仓
TDW
TIDEWATER INC NEW
+$509.7K
7,068
增持
SPIB
SPDR SER TR
+$495.6K
167,177
+5%
减持
JPM
JPMORGAN CHASE & CO
+$491.9K
23,212
-3%
增持
COST
COSTCO WHSL CORP NEW
+$491.1K
4,728
+2%
增持
AAPL
APPLE INC
-$488.3K
93,642
+23%
减持
PFE
PFIZER INC
-$481.0K
42,216
-17%
建仓
BCD
ABRDN ETFS
+$465.0K
15,200
减持
ITOT
ISHARES TR
+$455.0K
43,777
-1%
建仓
TKR
TIMKEN CO
+$453.8K
5,662
清仓
GBX
GREENBRIER COS INC
-$435.4K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$426.1K
1,445
增持
GOOGL
ALPHABET INC
-$426.0K
54,654
+218%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$419.8K
24,133
+2%
建仓
ZS
ZSCALER INC
+$415.0K
1,873
建仓
EGO
ELDORADO GOLD CORP NEW
+$413.6K
31,887
增持
PIT
VANECK ETF TRUST
+$402.4K
8,874
+8774%
清仓
—
SHOCKWAVE MED INC
-$398.2K
0
-100%
增持
OKE
ONEOK INC NEW
+$379.7K
52,060
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$376.7K
19,300
+2%
建仓
FISV
FISERV INC
+$368.6K
2,775
减持
MDLZ
MONDELEZ INTL INC
-$366.9K
6,083
-48%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$365.4K
0
-100%
建仓
SQ
BLOCK INC
+$354.5K
4,583
建仓
ADBE
ADOBE INC
+$353.2K
592
建仓
BCO
BRINKS CO
+$345.9K
3,933
减持
SPDW
SPDR INDEX SHS FDS
+$345.0K
127,182
-1%
减持
IJR
ISHARES TR
+$334.8K
43,022
-6%
建仓
CCJ
CAMECO CORP
+$332.7K
7,720
建仓
NFLX
NETFLIX INC
+$326.7K
671
减持
CALF
PACER FDS TR
+$316.5K
52,320
-1%
增持
MEDP
MEDPACE HLDGS INC
+$310.9K
4,109
+5%
减持
NVDA
NVIDIA CORPORATION
+$310.6K
8,218
-5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$309.6K
2,100
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$295.4K
726
减持
TECB
ISHARES TR
+$294.1K
55,600
-3%
增持
IHDG
WISDOMTREE TR
+$293.2K
84,425
+1%
减持
VO
VANGUARD INDEX FDS
+$288.4K
14,835
-2%
增持
EFA
ISHARES TR
+$282.9K
41,200
+1%
清仓
BCE
BCE INC
-$280.6K
0
-100%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$270.0K
2,049
清仓
NEE
NEXTERA ENERGY INC
-$269.2K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$267.0K
67,655
-8%
减持
LOW
LOWES COS INC
-$265.0K
5,872
-22%
增持
HON
HONEYWELL INTL INC
+$261.8K
10,119
+0%
增持
WMT
WALMART INC
+$260.3K
6,898
+33%
增持
SYLD
CAMBRIA ETF TR
+$258.5K
39,829
+1%
建仓
EXR
EXTRA SPACE STORAGE INC
+$258.0K
1,609
建仓
MPWR
MONOLITHIC PWR SYS INC
+$252.3K
400
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$244.4K
52,239
-1%
建仓
HWM
HOWMET AEROSPACE INC
+$244.3K
4,514
增持
FLOT
ISHARES TR
+$241.9K
6,282
+320%
减持
TMUS
T-MOBILE US INC
+$238.7K
16,603
-4%
增持
EEFT
EURONET WORLDWIDE INC
+$237.5K
23,391
+162%
增持
JNJ
JOHNSON & JOHNSON
+$236.8K
13,821
+12%
增持
CRM
SALESFORCE INC
+$236.3K
2,480
+21%
增持
AGG
ISHARES TR
+$235.0K
19,325
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$234.4K
431,180
+642%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$233.9K
461
建仓
TGT
TARGET CORP
+$232.3K
1,631
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$230.8K
64,040
+1%
清仓
IWP
ISHARES TR
-$228.4K
0
-100%
减持
MYRG
MYR GROUP INC DEL
-$224.3K
8,502
-21%
增持
GTLS
CHART INDS INC
-$221.9K
8,078
+3%
建仓
ITW
ILLINOIS TOOL WKS INC
+$220.7K
843
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$220.0K
3,600
增持
PFFA
ETFIS SER TR I
+$218.7K
90,662
+6%
清仓
FNV
FRANCO NEV CORP
-$217.6K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$216.7K
448,039
+1864%
建仓
DG
DOLLAR GEN CORP NEW
+$216.0K
1,589
清仓
HYMB
SPDR SER TR
-$215.6K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$206.9K
4,053
建仓
GLDM
WORLD GOLD TR
+$202.8K
4,957
减持
COHR
COHERENT CORP
+$202.7K
27,023
-9%
清仓
TXN
TEXAS INSTRS INC
-$202.3K
0
-100%
减持
GLD
SPDR GOLD TR
+$200.8K
10,400
-0%
减持
DUK
DUKE ENERGY CORP NEW
+$196.8K
29,345
-2%
减持
MBB
ISHARES TR
+$187.7K
36,478
-0%
清仓
LASR
NLIGHT INC
-$186.9K
0
-100%
减持
PAYX
PAYCHEX INC
+$186.4K
49,709
-0%
减持
IXN
ISHARES TR
+$181.2K
21,094
-3%
增持
—
CYBERARK SOFTWARE LTD
+$179.9K
2,898
+4%
减持
UNP
UNION PAC CORP
+$178.7K
4,312
-0%
减持
BX
BLACKSTONE INC
+$172.6K
10,414
-6%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$171.5K
3,914
+0%
增持
ANGL
VANECK ETF TRUST
+$168.2K
53,001
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$166.9K
4,246
-2%
增持
LQD
ISHARES TR
+$166.1K
15,395
+2%
建仓
UFOX
ETF SER SOLUTIONS
+$163.8K
21,295
减持
STRL
STERLING INFRASTRUCTURE INC
-$163.7K
10,923
-29%
建仓
FDX
FEDEX CORP
+$162.4K
23,571
清仓
HYGV
FLEXSHARES TR
-$161.5K
0
-100%
增持
MCD
MCDONALDS CORP
+$161.1K
4,065
+3%
清仓
SPBO
SPDR SER TR
-$157.2K
0
-100%
清仓
LIT
GLOBAL X FDS
-$157.0K
0
-100%
清仓
JNK
SPDR SER TR
-$152.6K
0
-100%
减持
CVCO
CAVCO INDS INC DEL
+$150.1K
2,035
-3%
减持
MUB
ISHARES TR
+$150.0K
40,996
-2%
清仓
IXUS
ISHARES TR
-$149.1K
0
-100%
清仓
ACWX
ISHARES TR
-$148.6K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$148.2K
0
-100%
增持
IGSB
ISHARES TR
+$148.0K
21,375
+12%
