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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 50
增持 48
减持 43
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
GBIL
GOLDMAN SACHS ETF TR
-$14.5M
7,268
-95%
增持
VOO
VANGUARD INDEX FDS
+$4.9M
69,217
+3%
增持
SPYM
SPDR SERIES TRUST
+$4.7M
183,225
+40%
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
IVV
ISHARES TR
+$3.6M
57,757
+1%
减持
NVDA
NVIDIA CORPORATION
+$3.5M
79,003
-4%
增持
INTU
INTUIT
+$2.8M
15,959
+0%
增持
MSFT
MICROSOFT CORP
+$2.7M
17,063
+10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.6M
22,533
-41%
减持
CPRT
COPART INC
-$2.2M
272,578
-1%
减持
AMZN
AMAZON COM INC
+$2.2M
93,373
-3%
增持
QQQ
INVESCO QQQ TR
+$2.1M
24,537
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.0M
67,147
+114%
增持
NOW
SERVICENOW INC
+$1.8M
5,597
+14%
增持
OEF
ISHARES TR
+$1.6M
8,290
+149%
增持
UBER
UBER TECHNOLOGIES INC
+$1.5M
74,269
+0%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.4M
20,298
减持
PEP
PEPSICO INC
-$1.3M
55,387
-3%
建仓
ALLW
SSGA ACTIVE TR
+$1.2M
45,115
减持
SNPE
DBX ETF TR
-$1.1M
55,436
-33%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
152,346
+9%
增持
MTZ
MASTEC INC
+$1.1M
19,952
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
12,556
+83%
减持
GOOG
ALPHABET INC
+$1.1M
113,674
-7%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.0M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
5,041
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$977.1K
22,313
-0%
减持
AAPL
APPLE INC
-$959.7K
49,031
-1%
建仓
VTIP
VANGUARD MALVERN FDS
+$925.5K
18,412
建仓
CCJ
CAMECO CORP
+$880.6K
11,863
建仓
CEFS
EXCHANGE LISTED FDS TR
+$876.9K
39,430
清仓
XLRE
SELECT SECTOR SPDR TR
-$827.7K
0
-100%
减持
CVS
CVS HEALTH CORP
-$792.6K
5,623
-68%
建仓
C
CITIGROUP INC
+$783.1K
9,200
建仓
—
NEW GOLD INC CDA
+$782.9K
158,163
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$775.5K
14,280
增持
SCHW
SCHWAB CHARLES CORP
+$774.4K
15,325
+92%
建仓
—
SPOTIFY TECHNOLOGY S A
+$773.5K
1,008
增持
—
EXXON MOBIL CORP
-$770.4K
74,403
+1%
增持
IEFA
ISHARES TR
+$766.2K
12,172
+268%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$754.9K
15,271
-49%
建仓
DASH
DOORDASH INC
+$740.5K
3,004
建仓
RSPR
INVESCO EXCHANGE TRADED FD T
+$738.7K
21,089
减持
CALF
PACER FDS TR
-$737.4K
25,057
-46%
建仓
BCS
BARCLAYS PLC
+$735.5K
39,563
减持
FISV
FISERV INC
-$725.5K
1,429
-68%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$722.1K
219,790
-0%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$720.7K
3,061
减持
PFE
PFIZER INC
-$715.4K
24,886
-52%
减持
ECL
ECOLAB INC
+$706.1K
45,947
-0%
建仓
PAAS
PAN AMERN SILVER CORP
+$703.4K
24,767
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$698.0K
3,082
建仓
GPOR
GULFPORT ENERGY CORP
+$687.6K
3,418
减持
AMGN
AMGEN INC
-$686.0K
19,596
-1%
建仓
LPLA
LPL FINL HLDGS INC
+$682.4K
1,820
减持
IGM
ISHARES TR
+$679.2K
33,560
-2%
建仓
NFG
NATIONAL FUEL GAS CO
+$676.1K
7,981
建仓
AIG
AMERICAN INTL GROUP INC
+$669.9K
7,827
建仓
ROAD
CONSTRUCTION PARTNERS INC
+$669.6K
6,300
建仓
RGLD
ROYAL GOLD INC
+$661.6K
3,720
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$650.2K
4,811
增持
LLY
ELI LILLY & CO
-$638.9K
14,186
+0%
增持
COHR
COHERENT CORP
+$631.4K
25,439
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$627.9K
34,751
-19%
减持
SCHB
SCHWAB STRATEGIC TR
+$608.2K
302,190
-1%
清仓
TIPX
SPDR SER TR
-$608.1K
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$604.9K
0
-100%
建仓
APEI
AMERICAN PUB ED INC
+$573.9K
18,840
增持
SCHF
SCHWAB STRATEGIC TR
+$567.9K
142,062
+9%
增持
MA
MASTERCARD INCORPORATED
+$563.9K
3,238
+41%
建仓
ATI
ATI INC
+$563.5K
6,526
建仓
CVNA
CARVANA CO
+$556.7K
1,652
建仓
SNOW
SNOWFLAKE INC
+$553.6K
2,474
减持
GIS
GENERAL MLS INC
-$539.1K
25,659
-18%
建仓
ESE
ESCO TECHNOLOGIES INC
+$534.5K
2,786
减持
ITOT
ISHARES TR
+$533.9K
42,533
-0%
建仓
MCB
METROPOLITAN BK HLDG CORP
+$533.3K
7,618
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$527.9K
46,832
-13%
建仓
EXEL
EXELIXIS INC
+$519.1K
11,778
建仓
PSC
PRINCIPAL EXCHANGE TRADED FD
+$516.8K
9,700
减持
SYK
STRYKER CORPORATION
-$516.8K
3,037
-34%
建仓
—
MONDAY COM LTD
+$512.6K
1,630
建仓
QTWO
Q2 HLDGS INC
+$510.8K
5,458
清仓
ECPG
ENCORE CAP GROUP INC
-$507.0K
0
-100%
减持
MYRG
MYR GROUP INC DEL
+$500.1K
8,457
-8%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$498.0K
29,976
+55%
建仓
BJRI
BJS RESTAURANTS INC
+$494.1K
11,079
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$490.6K
4,362
清仓
GMF
SPDR INDEX SHS FDS
-$482.3K
0
-100%
建仓
ALAB
ASTERA LABS INC
+$480.7K
5,316
建仓
—
IBEX LTD
+$477.5K
16,410
增持
DGRO
ISHARES TR
+$463.4K
87,705
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$441.6K
5,135
+44%
增持
MELI
MERCADOLIBRE INC
+$439.4K
398
+29%
清仓
NTNX
NUTANIX INC
-$417.5K
0
-100%
增持
OUNZ
VANECK MERK GOLD ETF
+$416.0K
85,009
+12%
建仓
—
INTERCORP FINL SVCS INC
+$411.0K
10,779
增持
NFLX
NETFLIX INC
+$407.0K
728
+20%
增持
AVGO
BROADCOM INC
+$402.9K
3,511
+4%
增持
ITA
ISHARES TR
+$395.6K
10,377
+2%
增持
IJH
ISHARES TR
+$393.7K
107,257
+0%
建仓
SOC
SABLE OFFSHORE CORP
+$392.6K
17,861
减持
META
META PLATFORMS INC
-$391.6K
454
-64%
增持
OKE
ONEOK INC NEW
-$380.6K
22,232
+0%
减持
—
ODDITY TECH LTD
+$380.4K
16,958
-18%
减持
PGR
PROGRESSIVE CORP
-$380.2K
18,720
-1%
减持
SUB
ISHARES TR
-$363.2K
116,067
-4%
建仓
KINS
KINGSTONE COS INC
+$351.5K
22,813
增持
ABBV
ABBVIE INC
-$350.6K
14,944
+0%
建仓
ADMA
ADMA BIOLOGICS INC
+$348.5K
19,139
减持
BLK
BLACKROCK INC
+$343.5K
3,572
-1%
增持
VIS
VANGUARD WORLD FD
+$342.1K
9,904
+1%
增持
GTLS
CHART INDS INC
+$337.1K
12,372
+5%
减持
IRT
INDEPENDENCE RLTY TR INC
-$336.2K
82,990
-2%
减持
IHDG
WISDOMTREE TR
-$333.5K
35,907
-20%
增持
RBC
RBC BEARINGS INC
+$333.3K
5,064
+1%
建仓
ULS
UL SOLUTIONS INC
+$328.6K
4,510
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$326.7K
6,329
-0%
建仓
SMR
NUSCALE PWR CORP
+$325.3K
8,223
减持
WPC
WP CAREY INC
-$319.2K
91,718
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$317.8K
3,913
+4%
增持
SCHD
SCHWAB STRATEGIC TR
-$312.6K
290,762
+1%
增持
SPTM
SPDR SERIES TRUST
+$311.4K
42,351
+1%
减持
GOOGL
ALPHABET INC
+$295.7K
13,840
-0%
建仓
OKLO
OKLO INC
+$295.5K
5,278
增持
AEIS
ADVANCED ENERGY INDS
+$292.4K
7,531
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$290.9K
29,627
-10%
增持
KO
COCA COLA CO
-$287.6K
330,629
+0%
减持
GWW
GRAINGER W W INC
+$283.2K
5,674
-0%
建仓
CASH
PATHWARD FINANCIAL INC
+$276.1K
3,490
增持
USFR
WISDOMTREE TR
+$273.5K
16,137
+51%
增持
VO
VANGUARD INDEX FDS
+$265.0K
8,666
+4%
减持
LOW
LOWES COS INC
-$261.3K
8,843
-7%
建仓
IXUS
ISHARES TR
+$261.1K
3,377
增持
IWF
ISHARES TR
+$258.4K
3,843
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$255.5K
361
增持
ADI
ANALOG DEVICES INC
+$253.0K
5,656
+4%
增持
GE
GE AEROSPACE
+$252.3K
3,181
+12%
建仓
HGER
HARBOR ETF TRUST
+$250.9K
10,330
减持
VV
VANGUARD INDEX FDS
+$250.1K
11,394
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$247.7K
23,742
-0%
减持
PAYX
PAYCHEX INC
-$246.2K
24,439
-1%
清仓
DIVO
AMPLIFY ETF TR
-$242.4K
0
-100%
减持
HWM
HOWMET AEROSPACE INC
+$241.0K
5,787
-10%
建仓
VRIG
INVESCO ACTIVELY MANAGED EXC
+$239.8K
9,572
增持
SPIB
SPDR SERIES TRUST
+$235.3K
246,184
+2%
清仓
SPBO
SPDR SER TR
-$233.7K
0
-100%
增持
—
CYBERARK SOFTWARE LTD
+$233.4K
3,118
+2%
增持
IJR
ISHARES TR
+$232.9K
38,156
+1%
建仓
GLW
CORNING INC
+$228.8K
4,350
建仓
MAR
MARRIOTT INTL INC NEW
+$227.6K
833
