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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 26
增持 53
减持 50
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
UBER
UBER TECHNOLOGIES INC
+$3.7M
61,425
建仓
BLK
BLACKROCK INC
+$3.7M
3,607
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.7M
33,644
-52%
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
GOOG
ALPHABET INC
+$3.5M
112,757
+5%
增持
AMZN
AMAZON COM INC
+$3.3M
95,591
+1%
增持
KO
COCA COLA CO
-$3.2M
330,628
+0%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
63,738
+8%
减持
V
VISA INC
+$2.3M
56,379
-0%
减持
IVV
ISHARES TR
-$2.0M
49,531
-8%
增持
AAPL
APPLE INC
+$1.9M
57,039
+7%
减持
PSA
PUBLIC STORAGE OPER CO
-$1.8M
28,403
-0%
增持
TSCO
TRACTOR SUPPLY CO
-$1.5M
244,245
+390%
减持
AMGN
AMGEN INC
-$1.3M
20,449
-1%
减持
CPRT
COPART INC
+$1.3M
279,445
-0%
增持
DGRO
ISHARES TR
+$1.3M
76,718
+43%
增持
NOW
SERVICENOW INC
+$1.3M
5,401
+10%
减持
—
EXXON MOBIL CORP
-$1.2M
74,301
-6%
减持
LQD
ISHARES TR
-$1.2M
5,884
-63%
减持
AGG
ISHARES TR
-$1.2M
12,146
-48%
增持
GTLS
CHART INDS INC
+$1.2M
11,612
+38%
减持
CVS
CVS HEALTH CORP
-$1.1M
19,609
-37%
减持
SPIB
SPDR SER TR
-$1.0M
224,577
-10%
减持
ECL
ECOLAB INC
-$980.0K
46,339
-0%
建仓
—
ROADZEN INC
+$959.2K
440,000
增持
PEP
PEPSICO INC
-$919.8K
57,773
+1%
清仓
PFF
ISHARES TR
-$902.3K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$884.9K
82,624
-2%
增持
NKE
NIKE INC
-$868.8K
79,554
+2%
减持
IBRX
IMMUNITYBIO INC
-$854.5K
633,975
-5%
减持
—
ODDITY TECH LTD
-$843.1K
20,477
-51%
增持
LLY
ELI LILLY & CO
-$826.2K
13,923
+7%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$814.4K
43,413
-15%
增持
SPTM
SPDR SER TR
+$808.0K
39,513
+37%
减持
VTI
VANGUARD INDEX FDS
-$787.8K
3,299
-46%
减持
APP
APPLOVIN CORP
+$766.3K
4,326
-11%
清仓
VTEB
VANGUARD MUN BD FDS
-$725.3K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$718.3K
15,272
-40%
减持
GIS
GENERAL MLS INC
-$716.6K
34,567
-13%
建仓
TEAM
ATLASSIAN CORPORATION
+$706.3K
2,902
建仓
TOST
TOAST INC
+$674.3K
18,498
清仓
OUSA
ALPS ETF TR
-$667.5K
0
-100%
建仓
GEV
GE VERNOVA INC
+$666.4K
2,026
减持
UNH
UNITEDHEALTH GROUP INC
-$656.8K
4,936
-8%
建仓
VRT
VERTIV HOLDINGS CO
+$646.8K
5,693
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$642.5K
47,708
-24%
减持
JPM
JPMORGAN CHASE & CO.
+$634.2K
22,747
-0%
建仓
ROAD
CONSTRUCTION PARTNERS INC
+$631.7K
7,141
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$626.3K
12,669
+42%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$611.0K
0
-100%
增持
DORM
DORMAN PRODS INC
+$602.0K
14,953
+27%
增持
OUSM
ALPS ETF TR
+$593.1K
102,055
+19%
减持
ULTA
ULTA BEAUTY INC
+$588.6K
19,287
-4%
建仓
—
TECHNIPFMC PLC
+$585.3K
20,224
减持
TFLO
ISHARES TR
-$575.1K
8,110
-58%
清仓
EGO
ELDORADO GOLD CORP NEW
-$570.4K
0
-100%
清仓
—
MONDAY COM LTD
-$568.0K
0
-100%
建仓
KGS
KODIAK GAS SVCS INC
+$563.0K
13,790
建仓
TMHC
TAYLOR MORRISON HOME CORP
+$549.6K
8,979
清仓
BCO
BRINKS CO
-$536.1K
0
-100%
建仓
ACA
ARCOSA INC
+$535.6K
5,536
减持
SPDW
SPDR INDEX SHS FDS
-$525.5K
129,888
-2%
建仓
OII
OCEANEERING INTL INC
+$522.2K
20,024
清仓
ERO
ERO COPPER CORP
-$510.5K
0
-100%
减持
SNPE
DBX ETF TR
-$510.5K
104,666
-10%
减持
QQQ
INVESCO QQQ TR
+$492.5K
24,332
-1%
清仓
NU
NU HLDGS LTD
-$489.4K
0
-100%
清仓
TECH
BIO-TECHNE CORP
-$462.0K
0
-100%
减持
MRK
MERCK & CO INC
-$453.5K
20,333
-7%
建仓
SHOP
SHOPIFY INC
+$447.3K
4,207
减持
GILD
GILEAD SCIENCES INC
-$440.4K
7,089
-46%
增持
MYRG
MYR GROUP INC DEL
+$438.7K
8,789
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$436.4K
806,995
+200%
建仓
HUBS
HUBSPOT INC
+$434.1K
623
清仓
HALO
HALOZYME THERAPEUTICS INC
-$391.5K
0
-100%
减持
SUB
ISHARES TR
-$382.7K
125,087
-2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$381.4K
33,953
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$369.2K
57,589
+11%
清仓
BINC
BLACKROCK ETF TRUST II
-$365.9K
0
-100%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$365.5K
29,616
+19%
增持
REGN
REGENERON PHARMACEUTICALS
-$345.8K
1,160
+4%
增持
WPC
WP CAREY INC
+$339.0K
95,648
+22%
减持
ABBV
ABBVIE INC
-$338.5K
14,946
-1%
清仓
KEX
KIRBY CORP
-$333.0K
0
-100%
增持
FTNT
FORTINET INC
+$324.9K
10,580
+22%
清仓
IWM
ISHARES TR
-$318.3K
0
-100%
清仓
ORI
OLD REP INTL CORP
-$311.7K
0
-100%
增持
OUNZ
VANECK MERK GOLD ETF
+$298.5K
48,041
+33%
增持
SCHD
SCHWAB STRATEGIC TR
-$296.7K
332,771
+200%
增持
AMD
ADVANCED MICRO DEVICES INC
+$296.6K
5,198
+157%
增持
EFIV
SPDR SER TR
+$289.6K
46,484
+11%
增持
AVPT
AVEPOINT INC
+$280.6K
43,481
+17%
增持
ALSN
ALLISON TRANSMISSION HLDGS I
+$275.5K
6,981
+40%
增持
SCHF
SCHWAB STRATEGIC TR
-$273.9K
125,370
+99%
建仓
WWW
WOLVERINE WORLD WIDE INC
+$272.6K
12,280
建仓
QXO
QXO INC
+$272.4K
17,134
增持
MTZ
MASTEC INC
+$262.8K
19,760
+0%
建仓
PRU
PRUDENTIAL FINL INC
+$262.7K
2,216
减持
TJX
TJX COS INC NEW
+$261.7K
80,886
-0%
增持
SCHO
SCHWAB STRATEGIC TR
-$259.3K
149,314
+90%
减持
JNJ
JOHNSON & JOHNSON
-$258.2K
13,354
-1%
建仓
VFH
VANGUARD WORLD FD
+$249.1K
2,110
增持
VERX
VERTEX INC
+$236.5K
15,099
+2%
建仓
IEFA
ISHARES TR
+$232.2K
3,304
减持
DGRW
WISDOMTREE TR
-$228.7K
20,609
-10%
清仓
IDXX
IDEXX LABS INC
-$227.3K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$227.3K
19,880
+22%
减持
GOOGL
ALPHABET INC
+$227.0K
13,739
-4%
清仓
—
MEDTRONIC PLC
-$224.7K
0
-100%
增持
TSLA
TESLA INC
+$221.5K
1,556
+0%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$220.4K
0
-100%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$220.1K
3,284
增持
AVGO
BROADCOM INC
+$217.5K
3,373
+3%
减持
TMUS
T-MOBILE US INC
+$216.9K
18,854
-1%
减持
BILS
SPDR SER TR
-$216.3K
16,689
-11%
增持
IGM
ISHARES TR
+$214.4K
34,400
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$213.5K
27,432
-0%
清仓
VXUS
VANGUARD STAR FDS
-$211.1K
0
-100%
清仓
HYMB
SPDR SER TR
-$208.9K
0
-100%
增持
OKE
ONEOK INC NEW
+$208.7K
22,142
+0%
建仓
GLW
CORNING INC
+$206.7K
4,350
减持
OHI
OMEGA HEALTHCARE INVS INC
-$206.7K
29,404
-9%
建仓
COHU
COHU INC
+$205.3K
7,690
建仓
LRN
STRIDE INC
+$205.3K
1,975
建仓
DLR
DIGITAL RLTY TR INC
+$201.2K
1,135
增持
USFD
US FOODS HLDG CORP
+$200.1K
8,558
+40%
减持
MSFT
MICROSOFT CORP
-$196.4K
19,684
-0%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$193.4K
5,670
-45%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$191.1K
1,790
+43%
减持
WMT
WALMART INC
+$190.2K
20,860
-1%
减持
CCI
CROWN CASTLE INC
-$189.2K
6,085
-3%
减持
HON
HONEYWELL INTL INC
+$188.2K
9,959
-0%
增持
DIS
DISNEY WALT CO
+$184.8K
11,844
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$183.1K
2,451
+27%
减持
NEOG
NEOGEN CORP
-$178.0K
27,978
-9%
增持
OPCH
OPTION CARE HEALTH INC
-$176.0K
23,856
+2%
增持
MCY
MERCURY GENL CORP NEW
+$173.7K
8,030
+40%
增持
MEC
MAYVILLE ENGR CO INC
-$172.0K
36,525
+3%
增持
BX
BLACKSTONE INC
+$171.7K
7,314
+3%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$168.6K
0
-100%
减持
BCD
ABRDN ETFS
-$168.4K
10,715
-31%
减持
EL
LAUDER ESTEE COS INC
-$161.8K
2,917
-24%
减持
WAT
WATERS CORP
-$160.8K
1,728
-22%
建仓
—
PROPHASE LABS INC
+$157.7K
208,300
增持
SPYI
NEOS ETF TRUST
+$155.4K
8,980
+53%
减持
MBB
ISHARES TR
-$155.3K
31,087
-1%
增持
TBBK
BANCORP INC DEL
+$151.7K
10,029
+43%
增持
PAYX
PAYCHEX INC
+$148.8K
24,636
+0%
增持
COHR
COHERENT CORP
+$148.7K
24,860
+0%
增持
—
CYBERARK SOFTWARE LTD
+$147.8K
2,962
+3%
增持
VV
VANGUARD INDEX FDS
+$147.3K
11,854
+2%
