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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 22
增持 32
减持 71
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$14.5M
59,270
-35%
减持
PEP
PEPSICO INC
-$9.2M
57,070
-50%
减持
CVS
CVS HEALTH CORP
-$4.4M
31,229
-71%
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。
增持
LLY
ELI LILLY & CO
+$3.6M
13,065
+49%
清仓
—
BLACKROCK INC
-$2.9M
0
-100%
增持
KO
COCA COLA CO
+$2.7M
330,526
+0%
减持
PAYX
PAYCHEX INC
-$2.6M
24,635
-50%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.3M
1,828
-90%
减持
OKE
ONEOK INC NEW
-$2.2M
22,104
-57%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.2M
37,642
-31%
增持
SPIB
SPDR SER TR
+$2.2M
249,085
+30%
减持
PSA
PUBLIC STORAGE OPER CO
+$2.2M
28,418
-0%
减持
GOOG
ALPHABET INC
-$2.0M
107,282
-1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.9M
70,185
+36%
增持
AMGN
AMGEN INC
+$1.7M
20,692
+30%
减持
AMZN
AMAZON COM INC
-$1.6M
94,938
-5%
减持
IVV
ISHARES TR
+$1.5M
53,995
-0%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$1.4M
0
-100%
建仓
DORM
DORMAN PRODS INC
+$1.3M
11,803
减持
AAPL
APPLE INC
-$1.3M
53,274
-18%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.3M
0
-100%
减持
IGM
ISHARES TR
-$1.2M
34,370
-28%
增持
TSCO
TRACTOR SUPPLY CO
+$1.1M
49,830
+0%
减持
IQV
IQVIA HLDGS INC
+$1.0M
48,995
-2%
减持
NKE
NIKE INC
+$1.0M
77,926
-0%
减持
EL
LAUDER ESTEE COS INC
-$983.2K
3,817
-70%
减持
GOOGL
ALPHABET INC
-$976.7K
14,313
-22%
减持
SCHX
SCHWAB STRATEGIC TR
+$959.9K
269,266
-0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$941.3K
82,742
-0%
减持
NVDA
NVIDIA CORPORATION
-$902.2K
84,080
-7%
减持
MSFT
MICROSOFT CORP
-$889.0K
19,737
-6%
增持
ECL
ECOLAB INC
+$825.6K
46,364
+0%
增持
GWW
GRAINGER W W INC
+$784.6K
5,698
+0%
清仓
FANG
DIAMONDBACK ENERGY INC
-$769.5K
0
-100%
减持
HD
HOME DEPOT INC
+$769.3K
12,700
-0%
减持
—
ACCENTURE PLC IRELAND
+$763.1K
18,967
-3%
减持
VHT
VANGUARD WORLD FD
-$725.7K
5,252
-37%
减持
VDC
VANGUARD WORLD FD
-$725.4K
1,200
-75%
建仓
VTEB
VANGUARD MUN BD FDS
+$725.3K
14,189
清仓
TDW
TIDEWATER INC NEW
-$706.6K
0
-100%
减持
VIS
VANGUARD WORLD FD
-$702.3K
9,823
-29%
清仓
TXRH
TEXAS ROADHOUSE INC
-$691.3K
0
-100%
减持
IGSB
ISHARES TR
-$649.2K
29,564
-31%
增持
UNH
UNITEDHEALTH GROUP INC
+$637.0K
5,394
+9%
减持
MEDP
MEDPACE HLDGS INC
-$598.0K
3,044
-22%
减持
INTU
INTUIT
-$594.8K
15,972
-0%
减持
SCHD
SCHWAB STRATEGIC TR
+$585.2K
111,061
-2%
减持
SIVR
ABRDN SILVER ETF TRUST
-$558.6K
13,616
-61%
增持
SPG
SIMON PPTY GROUP INC NEW
+$557.0K
32,338
+0%
减持
TJX
TJX COS INC NEW
+$547.1K
80,910
-1%
减持
VDE
VANGUARD WORLD FD
-$543.6K
6,795
-37%
增持
AVUV
AMERICAN CENTY ETF TR
+$542.9K
13,904
+58%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$534.4K
1,931
增持
PFF
ISHARES TR
+$514.6K
27,154
+121%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$510.1K
24,872
+78%
清仓
CCJ
CAMECO CORP
-$491.8K
0
-100%
增持
NUV
NUVEEN MUN VALUE FD INC
+$484.4K
67,742
+362%
增持
CPRT
COPART INC
-$480.0K
280,535
+0%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$478.9K
4,985
增持
FTNT
FORTINET INC
+$470.6K
8,700
+157%
减持
TMUS
T-MOBILE US INC
+$464.9K
19,116
-3%
减持
DGRO
ISHARES TR
-$449.7K
53,758
-19%
减持
SUB
ISHARES TR
-$448.6K
127,855
-5%
建仓
BALI
BLACKROCK ETF TRUST
+$432.9K
14,253
减持
LOW
LOWES COS INC
+$431.7K
8,785
-1%
减持
ITA
ISHARES TR
-$426.5K
9,687
-32%
清仓
PINS
PINTEREST INC
-$425.1K
0
-100%
清仓
HAL
HALLIBURTON CO
-$420.6K
0
-100%
减持
RY
ROYAL BK CDA
-$414.8K
3,591
-56%
增持
OUSM
ALPS ETF TR
+$409.6K
85,838
+2%
增持
IJH
ISHARES TR
+$407.6K
107,255
+0%
清仓
MDLZ
MONDELEZ INTL INC
-$398.2K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$394.0K
24,263
+0%
增持
OUSA
ALPS ETF TR
+$386.3K
12,362
+118%
清仓
GNTX
GENTEX CORP
-$383.6K
0
-100%
清仓
KALU
KAISER ALUMINUM CORP
-$380.0K
0
-100%
建仓
USFD
US FOODS HLDG CORP
+$377.2K
6,134
建仓
TBBK
BANCORP INC DEL
+$376.2K
7,031
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$369.6K
1,255
减持
GIS
GENERAL MLS INC
+$369.6K
39,552
-2%
建仓
BINC
BLACKROCK ETF TRUST II
+$365.9K
6,835
清仓
ARES
ARES MANAGEMENT CORPORATION
-$363.3K
0
-100%
建仓
MCY
MERCURY GENL CORP NEW
+$360.1K
5,718
减持
V
VISA INC
+$352.8K
56,571
-2%
减持
IJR
ISHARES TR
+$352.1K
41,319
-2%
减持
SNPE
DBX ETF TR
-$349.1K
115,748
-10%
清仓
PDD
PDD HOLDINGS INC
-$338.1K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$333.3K
0
-100%
减持
ABBV
ABBVIE INC
+$332.4K
15,163
-2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$331.9K
8,922
建仓
AMD
ADVANCED MICRO DEVICES INC
+$331.3K
2,019
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$329.8K
232,090
-5%
减持
SPDW
SPDR INDEX SHS FDS
+$326.2K
132,018
-0%
减持
DIS
DISNEY WALT CO
-$323.6K
11,789
-20%
减持
SCHB
SCHWAB STRATEGIC TR
+$319.9K
131,335
-2%
减持
SPYM
SPDR SER TR
+$319.8K
133,006
-2%
清仓
MINT
PIMCO ETF TR
-$316.5K
0
-100%
减持
CALF
PACER FDS TR
-$303.5K
49,819
-17%
建仓
SPYI
NEOS ETF TRUST
+$301.0K
5,875
清仓
—
AMBARELLA INC
-$297.5K
0
-100%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$297.2K
0
-100%
减持
MTZ
MASTEC INC
+$296.6K
19,718
-1%
增持
GLD
SPDR GOLD TR
+$296.3K
10,516
+0%
减持
MYRG
MYR GROUP INC DEL
-$285.0K
8,499
-0%
清仓
VRIG
POWERSHARES ACTIVELY MANAGED
-$283.0K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$278.2K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$276.6K
13,064
-35%
增持
VTV
VANGUARD INDEX FDS
+$274.6K
18,698
+0%
减持
VO
VANGUARD INDEX FDS
-$271.7K
11,282
-16%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$268.8K
41,167
-12%
增持
AGG
ISHARES TR
+$263.7K
23,274
+8%
增持
USFR
WISDOMTREE TR
+$261.0K
11,155
+88%
建仓
BURL
BURLINGTON STORES INC
+$260.6K
989
清仓
KVUE
KENVUE INC
-$259.4K
0
-100%
减持
ITOT
ISHARES TR
+$252.9K
43,437
-1%
减持
COHR
COHERENT CORP
+$248.2K
24,815
-8%
减持
WMT
WALMART INC
+$242.4K
20,984
-2%
清仓
IEFA
ISHARES TR
-$239.8K
0
-100%
减持
BX
BLACKSTONE INC
-$239.5K
7,114
-34%
减持
MRK
MERCK & CO INC
-$238.8K
21,805
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$236.5K
51,333
-10%
清仓
XLK
SELECT SECTOR SPDR TR
-$233.2K
0
-100%
建仓
PODD
INSULET CORP
+$232.5K
999
减持
APP
APPLOVIN CORP
+$229.7K
4,861
-0%
建仓
AXP
AMERICAN EXPRESS CO
+$229.5K
846
减持
EFIV
SPDR SER TR
-$229.3K
41,891
-13%
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$218.2K
1,227
建仓
—
SPDR SER TR
+$217.3K
6,868
增持
KAI
KADANT INC
+$213.8K
2,170
+23%
减持
PM
PHILIP MORRIS INTL INC
-$211.9K
1,909
-56%
建仓
VXUS
VANGUARD STAR FDS
+$211.1K
3,260
清仓
DG
DOLLAR GEN CORP NEW
-$210.1K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$208.4K
421
增持
WSM
WILLIAMS SONOMA INC
-$206.5K
15,800
+68%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$205.7K
3,740
建仓
SPBO
SPDR SER TR
+$204.2K
6,800
增持
AVPT
AVEPOINT INC
+$202.4K
37,152
+65%
增持
SCHF
SCHWAB STRATEGIC TR
+$200.4K
63,066
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$197.4K
32,586
-1%
清仓
—
CALUMET SPECIALTY PRODS PART
-$197.2K
0
-100%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
-$191.4K
44,887
+0%
减持
JNJ
JOHNSON & JOHNSON
+$190.8K
13,510
-1%
减持
WPC
WP CAREY INC
+$186.5K
78,201
-8%
减持
QQQ
INVESCO QQQ TR
+$185.9K
24,478
-0%
减持
IRM
IRON MTN INC DEL
+$182.8K
6,410
-1%
减持
DUK
DUKE ENERGY CORP NEW
+$178.3K
27,485
-8%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$175.9K
16,267
+26%
增持
COST
COSTCO WHSL CORP NEW
+$175.8K
4,698
+0%
减持
SGOL
ETFS GOLD TR
+$174.2K
65,342
-1%
增持
VTI
VANGUARD INDEX FDS
+$166.9K
6,159
+4%
