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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 31
增持 22
减持 67
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$7.9M
24,548
-45%
减持
AMZN
AMAZON COM INC
-$6.8M
99,804
-31%
增持
LLY
ELI LILLY & CO
+$6.2M
8,794
+290%
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
IQV
IQVIA HLDGS INC
-$4.8M
49,995
-18%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$4.7M
1,447
-67%
减持
INTU
INTUIT
-$3.3M
15,997
-25%
减持
TSCO
TRACTOR SUPPLY CO
-$3.2M
49,730
-22%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.2M
24,167
-42%
减持
VTV
VANGUARD INDEX FDS
-$3.1M
18,637
-50%
减持
CVS
CVS HEALTH CORP
-$3.0M
107,516
-8%
增持
GBIL
GOLDMAN SACHS ETF TR
+$2.9M
51,676
+134%
减持
PSA
PUBLIC STORAGE OPER CO
-$2.9M
28,471
-26%
减持
ULTA
ULTA BEAUTY INC
-$2.8M
20,070
-0%
建仓
FNB
F N B CORP
+$2.6M
191,163
建仓
EFIV
SPDR SER TR
+$2.6M
48,307
减持
AAPL
APPLE INC
+$2.5M
64,962
-0%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
89,954
+842%
减持
NKE
NIKE INC
-$2.4M
78,021
-11%
减持
MUB
ISHARES TR
-$2.3M
11,067
-66%
减持
PEP
PEPSICO INC
-$2.1M
114,755
-5%
减持
IWM
ISHARES TR
-$2.1M
1,450
-87%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.0M
5,427
-87%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
91,442
+0%
增持
IVV
ISHARES TR
+$1.8M
54,218
+2%
减持
SUB
ISHARES TR
-$1.8M
134,151
-11%
减持
V
VISA INC
-$1.4M
57,916
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.3M
471
-71%
清仓
EQWL
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
增持
AMGN
AMGEN INC
+$1.3M
15,947
+23%
减持
WAT
WATERS CORP
-$1.3M
2,378
-58%
减持
ECL
ECOLAB INC
-$1.3M
46,271
-13%
减持
WSM
WILLIAMS SONOMA INC
-$1.2M
9,400
-23%
减持
CPRT
COPART INC
-$1.2M
280,282
-1%
减持
MSFT
MICROSOFT CORP
-$1.1M
20,991
-16%
减持
PAYX
PAYCHEX INC
-$1.1M
49,712
-12%
清仓
MOAT
VANECK ETF TRUST
-$987.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$915.3K
19,582
-1%
增持
IGSB
ISHARES TR
+$915.2K
43,053
+71%
增持
SCHX
SCHWAB STRATEGIC TR
+$913.6K
269,413
+2%
减持
TPR
TAPESTRY INC
-$883.6K
16,936
-50%
减持
IBRX
IMMUNITYBIO INC
-$869.4K
665,995
-30%
增持
KO
COCA COLA CO
+$816.4K
330,525
+0%
建仓
OUNZ
VANECK MERK GOLD TR
+$811.2K
36,116
减持
VO
VANGUARD INDEX FDS
-$807.6K
13,417
-17%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$778.4K
244,510
-9%
清仓
AVB
AVALONBAY CMNTYS INC
-$768.2K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$767.0K
3,502
+137%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$740.5K
11,279
-32%
减持
IHDG
WISDOMTREE TR
-$730.5K
65,362
-19%
减持
GWW
GRAINGER W W INC
-$695.5K
5,691
-1%
减持
BIV
VANGUARD BD INDEX FDS
-$693.8K
27,235
-25%
减持
CRM
SALESFORCE INC
-$669.6K
1,321
-61%
减持
EL
LAUDER ESTEE COS INC
-$642.8K
12,817
-2%
减持
—
EXXON MOBIL CORP
-$642.7K
79,143
-6%
清仓
PFGC
PERFORMANCE FOOD GROUP CO
-$617.2K
0
-100%
建仓
ALL
ALLSTATE CORP
+$609.5K
3,817
增持
GOOGL
ALPHABET INC
+$600.5K
18,395
+1%
清仓
—
LABORATORY CORP AMER HLDGS
-$593.6K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$590.3K
54,527
+10%
减持
TIPX
SPDR SER TR
-$586.9K
31,485
-50%
增持
SCHB
SCHWAB STRATEGIC TR
+$585.7K
133,872
+4%
减持
CNI
CANADIAN NATL RY CO
-$585.1K
39,203
-1%
清仓
SQ
BLOCK INC
-$576.1K
0
-100%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$561.7K
5,126
清仓
SPSC
SPS COMM INC
-$551.4K
0
-100%
清仓
CPAY
CORPAY INC
-$542.7K
0
-100%
清仓
KNSL
KINSALE CAP GROUP INC
-$541.0K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$535.5K
56,362
-6%
建仓
PLMR
PALOMAR HLDGS INC
+$533.9K
6,579
建仓
VERX
VERTEX INC
+$532.6K
14,774
建仓
LH
LABCORP HOLDINGS INC
+$532.6K
2,617
增持
SPIB
SPDR SER TR
+$529.9K
191,145
+10%
减持
HD
HOME DEPOT INC
-$522.9K
12,715
-0%
减持
COST
COSTCO WHSL CORP NEW
+$521.3K
4,693
-1%
减持
GLD
SPDR GOLD TR
-$519.5K
10,510
-22%
建仓
—
MONDAY COM LTD
+$492.4K
2,045
建仓
ERO
ERO COPPER CORP
+$490.1K
22,923
建仓
KEX
KIRBY CORP
+$486.6K
4,064
增持
SPG
SIMON PPTY GROUP INC NEW
+$485.5K
32,336
+14%
减持
NOW
SERVICENOW INC
-$483.5K
4,927
-14%
减持
SYLD
CAMBRIA ETF TR
-$478.0K
32,922
-12%
减持
SCHD
SCHWAB STRATEGIC TR
-$475.2K
113,204
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$470.3K
52,396
-10%
清仓
GPN
GLOBAL PMTS INC
-$458.9K
0
-100%
清仓
DXCM
DEXCOM INC
-$450.9K
0
-100%
清仓
ADBE
ADOBE INC
-$446.1K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$440.1K
0
-100%
增持
VDE
VANGUARD WORLD FD
+$428.3K
10,784
+50%
建仓
TECH
BIO-TECHNE CORP
+$426.7K
5,955
建仓
PINS
PINTEREST INC
+$425.1K
9,646
清仓
AMD
ADVANCED MICRO DEVICES INC
-$425.1K
0
-100%
清仓
NXT
NEXTRACKER INC
-$422.0K
0
-100%
减持
DY
DYCOM INDS INC
-$415.7K
3,514
-50%
清仓
AMG
AFFILIATED MANAGERS GROUP IN
-$411.0K
0
-100%
清仓
WDAY
WORKDAY INC
-$406.9K
0
-100%
清仓
ZS
ZSCALER INC
-$405.3K
0
-100%
建仓
APP
APPLOVIN CORP
+$404.9K
4,866
清仓
—
VALARIS LTD
-$404.4K
0
-100%
增持
SPYM
SPDR SER TR
+$402.1K
135,303
+1%
减持
GIS
GENERAL MLS INC
-$397.5K
40,330
-4%
增持
IGM
ISHARES TR
+$393.5K
47,665
+0%
建仓
PFF
ISHARES TR
+$387.7K
12,288
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$386.3K
20,857
建仓
DSGX
DESCARTES SYS GROUP INC
+$384.8K
3,974
建仓
KALU
KAISER ALUMINUM CORP
+$380.0K
4,323
清仓
JBHT
HUNT J B TRANS SVCS INC
-$375.6K
0
-100%
建仓
HSY
HERSHEY CO
+$370.8K
2,017
减持
KOMP
SPDR SER TR
-$364.5K
9,097
-44%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$363.3K
2,726
建仓
BVS
BIOVENTUS INC
+$359.6K
62,536
建仓
HALO
HALOZYME THERAPEUTICS INC
+$358.6K
6,848
清仓
TBBK
BANCORP INC DEL
-$353.1K
0
-100%
增持
SIVR
ABRDN SILVER ETF TRUST
+$351.2K
34,616
+35%
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$349.6K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$347.1K
18,428
-5%
建仓
DBJP
DBX ETF TR
+$345.5K
4,576
建仓
XNTK
SPDR SER TR
+$342.3K
1,753
建仓
PDD
PDD HOLDINGS INC
+$338.1K
2,543
清仓
—
SHOCKWAVE MED INC
-$325.6K
0
-100%
清仓
ROCK
GIBRALTAR INDS INC
-$323.3K
0
-100%
减持
COHR
COHERENT CORP
+$319.4K
27,023
-0%
增持
DIS
DISNEY WALT CO
-$317.9K
14,680
+1%
减持
WPC
WP CAREY INC
-$315.8K
85,112
-4%
清仓
PCOR
PROCORE TECHNOLOGIES INC
-$312.2K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$307.2K
6,217
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$303.5K
0
-100%
建仓
USFR
WISDOMTREE TR
+$299.2K
5,948
减持
IJH
ISHARES TR
-$298.8K
107,254
-1%
减持
PULS
PGIM ETF TR
-$291.5K
80,636
-7%
减持
SCHW
SCHWAB CHARLES CORP
-$289.4K
7,686
-35%
清仓
—
DIAMOND OFFSHORE DRILLING IN
-$282.4K
0
-100%
建仓
OUSA
ALPS ETF TR
+$281.2K
5,668
减持
LGLV
SPDR SER TR
-$277.8K
7,592
-18%
清仓
TEAM
ATLASSIAN CORPORATION
-$274.9K
0
-100%
减持
MBB
ISHARES TR
-$271.2K
31,959
-8%
减持
SAIA
SAIA INC
-$270.0K
2,423
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$255.0K
3,264
+5%
减持
PFE
PFIZER INC
-$253.8K
56,833
-14%
建仓
CWST
CASELLA WASTE SYS INC
+$253.0K
2,550
减持
AMT
AMERICAN TOWER CORP NEW
-$252.7K
1,544
-45%
清仓
INTC
INTEL CORP
-$252.6K
0
-100%
建仓
SKWD
SKYWARD SPECIALTY INS GROUP
+$250.5K
6,924
减持
TMUS
T-MOBILE US INC
-$250.2K
19,752
-14%
减持
GOOG
ALPHABET INC
+$249.9K
108,710
-16%
清仓
—
PROS HOLDINGS INC
-$244.1K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$241.6K
81,281
+7%
建仓
AVPT
AVEPOINT INC
+$234.8K
22,538
减持
—
BLACKROCK INC
-$233.2K
3,682
-2%
减持
MTZ
MASTEC INC
+$231.7K
19,915
-2%
减持
MRK
MERCK & CO INC
-$230.8K
21,931
-2%
