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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 43
增持 72
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VOO
VANGUARD INDEX FDS
+$43.7M
91,008
增持
AMZN
AMAZON COM INC
+$11.5M
144,522
+51%
增持
QQQ
INVESCO QQQ TR
+$9.7M
44,374
+82%
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
GBIL
GOLDMAN SACHS ETF TR
-$6.4M
22,073
-75%
增持
TSCO
TRACTOR SUPPLY CO
+$5.9M
63,610
+27%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.3M
49,403
+156%
增持
NVDA
NVIDIA CORPORATION
+$4.6M
9,545
+16%
增持
HD
HOME DEPOT INC
+$4.5M
12,773
+944%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$4.4M
28,265
增持
GOOG
ALPHABET INC
+$4.3M
129,317
+18%
建仓
IGM
ISHARES TR
+$4.1M
47,595
增持
IBRX
IMMUNITYBIO INC
+$4.1M
945,720
+381%
增持
INTU
INTUIT
+$3.8M
21,219
+33%
增持
IQV
IQVIA HLDGS INC
+$3.6M
60,880
+20%
增持
DGRO
ISHARES TR
+$3.5M
65,478
+1255%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.5M
41,794
+73%
建仓
VIS
VANGUARD WORLD FD
+$3.4M
13,798
增持
VTV
VANGUARD INDEX FDS
+$3.3M
37,398
+101%
增持
ECL
ECOLAB INC
+$3.1M
53,170
+15%
增持
PSA
PUBLIC STORAGE
+$2.4M
38,370
+34%
建仓
VHT
VANGUARD WORLD FD
+$2.2M
8,315
增持
PEP
PEPSICO INC
+$2.1M
120,381
+8%
建仓
ITA
ISHARES TR
+$1.9M
14,132
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.8M
16,673
减持
CPRT
COPART INC
+$1.8M
282,582
-5%
减持
IVV
ISHARES TR
+$1.7M
52,938
-3%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$1.6M
4,361
+11%
增持
WSM
WILLIAMS SONOMA INC
+$1.4M
12,150
+1%
增持
TJX
TJX COS INC NEW
+$1.4M
89,483
+10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.4M
269,510
+10%
减持
AAPL
APPLE INC
-$1.4M
65,108
-30%
减持
MSFT
MICROSOFT CORP
+$1.3M
24,989
-52%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$1.3M
13,861
增持
V
VISA INC
+$1.2M
59,350
+1%
建仓
MA
MASTERCARD INCORPORATED
+$1.2M
2,536
增持
DIS
DISNEY WALT CO
+$1.2M
14,510
+131%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
264,199
-47%
建仓
GGG
GRACO INC
+$1.1M
12,250
建仓
ADI
ANALOG DEVICES INC
+$1.1M
5,688
增持
TMUS
T-MOBILE US INC
+$1.1M
22,853
+38%
增持
PAYX
PAYCHEX INC
+$1.0M
56,710
+14%
清仓
GBF
ISHARES TR
-$1.0M
0
-100%
减持
SUB
ISHARES TR
-$1.0M
151,090
-5%
增持
PULS
PGIM ETF TR
+$991.9K
86,501
+29%
增持
TPR
TAPESTRY INC
+$984.8K
33,872
+100%
增持
SPYM
SPDR SER TR
+$927.9K
134,200
+2%
减持
GOOGL
ALPHABET INC
+$927.6K
18,221
-67%
减持
MUB
ISHARES TR
-$918.8K
32,766
-20%
增持
RBC
RBC BEARINGS INC
+$908.8K
5,486
+172%
增持
SCHB
SCHWAB STRATEGIC TR
+$901.7K
128,268
+3%
增持
CVS
CVS HEALTH CORP
+$882.1K
117,284
+9%
增持
OTIS
OTIS WORLDWIDE CORP
+$856.9K
60,047
+5%
增持
LOW
LOWES COS INC
+$803.9K
8,286
+41%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$799.3K
2,588
+95%
增持
VV
VANGUARD INDEX FDS
+$792.3K
11,933
+26%
增持
GLD
SPDR GOLD TR
+$791.1K
13,510
+30%
建仓
AVB
AVALONBAY CMNTYS INC
+$768.2K
4,140
增持
JPM
JPMORGAN CHASE & CO
+$728.7K
23,350
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$715.3K
58,456
-14%
增持
ULTA
ULTA BEAUTY INC
+$707.2K
20,162
+0%
建仓
IEX
IDEX CORP
+$700.3K
2,870
建仓
ISTB
ISHARES TR
+$699.3K
14,740
减持
KO
COCA COLA CO
+$684.8K
330,524
-0%
增持
COR
CENCORA INC
+$684.5K
16,563
+2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$643.7K
1,613
+30%
清仓
GSHD
GOOSEHEAD INS INC
-$642.9K
0
-100%
增持
—
ODDITY TECH LTD
+$630.1K
38,332
+72%
增持
PFE
PFIZER INC
+$628.6K
66,449
+57%
增持
REGN
REGENERON PHARMACEUTICALS
+$616.9K
1,058
+132%
建仓
TXRH
TEXAS ROADHOUSE INC
+$613.6K
3,972
增持
VO
VANGUARD INDEX FDS
+$604.8K
16,233
+9%
增持
DY
DYCOM INDS INC
+$604.3K
7,028
+100%
清仓
BA
BOEING CO
-$592.7K
0
-100%
增持
NOW
SERVICENOW INC
+$584.6K
5,718
+7%
增持
IJH
ISHARES TR
+$552.6K
108,253
+398%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$545.0K
3,485
建仓
CPAY
CORPAY INC
+$542.7K
1,759
增持
OKE
ONEOK INC NEW
+$529.1K
52,199
+0%
建仓
DRI
DARDEN RESTAURANTS INC
+$525.7K
3,145
减持
UPS
UNITED PARCEL SERVICE INC
-$525.3K
19,303
-11%
增持
OUSM
ALPS ETF TR
+$523.3K
84,302
+8%
增持
MRK
MERCK & CO INC
+$522.4K
22,325
+0%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$503.2K
23,200
增持
IRT
INDEPENDENCE RLTY TR INC
+$475.5K
111,990
+29%
减持
—
EXXON MOBIL CORP
-$472.7K
83,909
-18%
建仓
VGT
VANGUARD WORLD FD
+$462.5K
882
增持
COHR
COHERENT CORP
+$462.4K
27,032
+0%
建仓
GPN
GLOBAL PMTS INC
+$458.9K
3,433
减持
SCHD
SCHWAB STRATEGIC TR
+$451.7K
115,068
-1%
建仓
DXCM
DEXCOM INC
+$450.9K
3,251
减持
TBBK
BANCORP INC DEL
-$449.9K
10,553
-49%
增持
WPC
WP CAREY INC
-$444.9K
88,612
+5%
增持
ITOT
ISHARES TR
+$441.7K
43,785
+0%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$440.1K
19,125
建仓
NU
NU HLDGS LTD
+$422.2K
35,386
建仓
NXT
NEXTRACKER INC
+$422.0K
7,500
建仓
NEE
NEXTERA ENERGY INC
+$421.4K
6,594
减持
LLY
ELI LILLY & CO
+$419.5K
2,253
-1%
增持
FISV
FISERV INC
+$416.2K
4,911
+77%
减持
ABBV
ABBVIE INC
+$413.9K
15,676
-0%
清仓
SNOW
SNOWFLAKE INC
-$411.7K
0
-100%
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$411.0K
2,454
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$387.9K
40,901
-34%
减持
SNPE
DBX ETF TR
-$386.5K
133,829
-14%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$375.6K
1,885
增持
META
META PLATFORMS INC
+$372.1K
2,557
+4%
增持
CRM
SALESFORCE INC
+$356.7K
3,351
+35%
减持
MTZ
MASTEC INC
+$353.6K
20,365
-0%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$349.6K
6,140
增持
COST
COSTCO WHSL CORP NEW
+$347.2K
4,733
+0%
增持
SYK
STRYKER CORPORATION
+$342.5K
4,808
+4%
增持
VDC
VANGUARD WORLD FD
+$341.0K
4,864
+42%
建仓
VYM
VANGUARD WHITEHALL FDS
+$339.9K
2,809
增持
SCHW
SCHWAB CHARLES CORP
+$327.0K
11,830
+54%
建仓
—
SHOCKWAVE MED INC
+$325.6K
1,000
减持
MEDP
MEDPACE HLDGS INC
+$324.3K
3,919
-5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$323.7K
56,759
+9%
建仓
ROCK
GIBRALTAR INDS INC
+$323.3K
4,015
建仓
VB
VANGUARD INDEX FDS
+$323.2K
1,414
建仓
BITB
BITWISE BITCOIN ETF TR
+$319.5K
8,253
清仓
FLOT
ISHARES TR
-$318.0K
0
-100%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$312.2K
3,799
增持
CNI
CANADIAN NATL RY CO
+$291.0K
39,603
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$282.6K
2,509
+16%
减持
GILD
GILEAD SCIENCES INC
-$280.3K
21,720
-49%
建仓
TEAM
ATLASSIAN CORPORATION
+$274.9K
1,409
减持
OPCH
OPTION CARE HEALTH INC
-$268.8K
25,860
-23%
建仓
DE
DEERE & CO
+$257.5K
627
建仓
IDXX
IDEXX LABS INC
+$243.0K
450
增持
BILS
SPDR SER TR
+$242.5K
15,389
+18%
清仓
ONEY
SPDR SER TR
-$236.9K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$232.7K
127,180
-0%
减持
SCHM
SCHWAB STRATEGIC TR
+$229.9K
24,443
-95%
增持
CALF
PACER FDS TR
+$229.8K
55,791
+7%
减持
BIV
VANGUARD BD INDEX FDS
-$227.8K
36,252
-6%
减持
MBB
ISHARES TR
-$226.4K
34,683
-5%
建仓
SNEX
STONEX GROUP INC
+$224.8K
3,200
增持
SQ
BLOCK INC
+$221.6K
6,811
+49%
建仓
FTNT
FORTINET INC
+$221.1K
3,237
建仓
TXN
TEXAS INSTRS INC
+$220.4K
1,265
增持
AMT
AMERICAN TOWER CORP NEW
+$219.5K
2,798
+81%
建仓
FOUR
SHIFT4 PMTS INC
+$219.0K
3,314
减持
ANGL
VANECK ETF TRUST
-$214.7K
45,164
-15%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$213.3K
64,142
+0%
建仓
MAR
MARRIOTT INTL INC NEW
+$210.2K
833
增持
NKE
NIKE INC
-$208.5K
87,960
+13%
减持
—
LABORATORY CORP AMER HLDGS
-$207.0K
2,717
-23%
增持
PIT
VANECK ETF TRUST
+$206.1K
12,471
+41%
增持
SPIB
SPDR SER TR
+$205.4K
174,175
+4%
增持
GIS
GENERAL MLS INC
+$205.3K
42,144
+0%
