小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 31
增持 34
减持 57
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
+$5.5M
105,304
-7%
增持
VOO
VANGUARD INDEX FDS
+$4.2M
71,118
+3%
减持
PGR
PROGRESSIVE CORP
-$4.0M
3,921
-79%
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
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.2M
119,018
+77%
减持
—
ACCENTURE PLC IRELAND
-$2.9M
11,486
-40%
减持
OTIS
OTIS WORLDWIDE CORP
-$2.4M
34,775
-38%
减持
AAPL
APPLE INC
+$2.0M
47,402
-3%
减持
IVV
ISHARES TR
+$1.9M
56,409
-2%
增持
VO
VANGUARD INDEX FDS
+$1.8M
14,498
+67%
建仓
PHEQ
MORGAN STANLEY ETF TRUST
+$1.8M
55,218
减持
INTU
INTUIT
-$1.7M
15,859
-1%
减持
NVDA
NVIDIA CORPORATION
+$1.7M
75,944
-4%
增持
PULS
PGIM ETF TR
+$1.7M
133,868
+34%
减持
CPRT
COPART INC
-$1.7M
260,112
-5%
减持
V
VISA INC
-$1.7M
53,093
-5%
减持
KMX
CARMAX INC
-$1.6M
13,200
-60%
减持
SUB
ISHARES TR
-$1.6M
100,333
-14%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
+$1.6M
2,484
+72%
清仓
PTLC
PACER FDS TR
-$1.5M
0
-100%
减持
NOW
SERVICENOW INC
-$1.5M
4,596
-18%
减持
KO
COCA COLA CO
-$1.5M
330,495
-0%
增持
GOOGL
ALPHABET INC
+$1.5M
16,068
+16%
增持
NFLX
NETFLIX INC
+$1.3M
1,928
+165%
减持
TJX
TJX COS INC NEW
+$1.3M
77,868
-3%
增持
SPIB
SPDR SERIES TRUST
+$1.2M
280,723
+14%
减持
IQV
IQVIA HLDGS INC
+$1.2M
47,341
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
11,320
+79%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.2M
31,851
-32%
减持
ULTA
ULTA BEAUTY INC
+$1.1M
18,402
-4%
减持
QQQ
INVESCO QQQ TR
+$1.1M
24,401
-1%
增持
DORM
DORMAN PRODS INC
+$958.3K
17,915
+20%
增持
BAC
BANK AMERICA CORP
+$930.9K
30,166
+128%
增持
OEF
ISHARES TR
+$906.2K
10,303
+24%
增持
CVS
CVS HEALTH CORP
+$891.7K
16,973
+202%
减持
APP
APPLOVIN CORP
+$873.3K
2,372
-0%
减持
NKE
NIKE INC
-$859.7K
68,391
-14%
减持
SPYM
SPDR SERIES TRUST
+$859.4K
180,981
-1%
清仓
AVPT
AVEPOINT INC
-$839.6K
0
-100%
建仓
PIM
PUTNAM MASTER INTER INCOME T
+$829.8K
241,227
减持
MTZ
MASTEC INC
+$828.1K
19,870
-0%
增持
SIVR
ABRDN SILVER ETF TRUST
+$802.2K
28,181
+115%
清仓
—
SPOTIFY TECHNOLOGY S A
-$773.5K
0
-100%
增持
COHR
COHERENT CORP
+$772.5K
28,239
+11%
减持
TMUS
T-MOBILE US INC
-$770.1K
14,414
-19%
减持
SCHD
SCHWAB STRATEGIC TR
-$766.4K
254,168
-13%
清仓
IEX
IDEX CORP
-$738.6K
0
-100%
减持
GWW
GRAINGER W W INC
-$723.9K
5,434
-4%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$721.6K
8,583
减持
OHI
OMEGA HEALTHCARE INVS INC
-$704.8K
8,831
-70%
建仓
AGI
ALAMOS GOLD INC NEW
+$691.6K
19,840
清仓
GPOR
GULFPORT ENERGY CORP
-$687.6K
0
-100%
增持
ABBV
ABBVIE INC
+$686.6K
14,945
+0%
清仓
LPLA
LPL FINL HLDGS INC
-$682.4K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$670.2K
666,614
-4%
减持
TSCO
TRACTOR SUPPLY CO
+$670.2K
238,653
-2%
清仓
AIG
AMERICAN INTL GROUP INC
-$669.9K
0
-100%
清仓
RGLD
ROYAL GOLD INC
-$661.6K
0
-100%
增持
MPWR
MONOLITHIC PWR SYS INC
+$647.4K
1,021
+155%
建仓
DDWM
WISDOMTREE TR
+$644.7K
15,423
建仓
SSB
SOUTHSTATE BK CORP
+$638.3K
6,456
建仓
FSM
FORTUNA MNG CORP
+$618.4K
69,014
清仓
TOST
TOAST INC
-$617.4K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$607.5K
0
-100%
减持
FTNT
FORTINET INC
-$604.7K
3,957
-55%
减持
SPG
SIMON PPTY GROUP INC NEW
+$598.4K
32,170
-5%
清仓
—
SOUTHSTATE CORPORATION
-$583.9K
0
-100%
减持
DBEF
DBX ETF TR
-$583.9K
11,709
-55%
清仓
ALL
ALLSTATE CORP
-$577.2K
0
-100%
建仓
ARIS
ARIS MNG CORP
+$565.2K
57,671
清仓
ATI
ATI INC
-$563.5K
0
-100%
减持
PAYX
PAYCHEX INC
-$558.2K
23,641
-3%
建仓
BANC
BANC OF CALIFORNIA INC
+$551.7K
33,336
减持
CRS
CARPENTER TECHNOLOGY CORP
-$538.8K
2,809
-37%
建仓
JBTM
JBT MAREL CORPORATION
+$535.3K
3,811
清仓
MCB
METROPOLITAN BK HLDG CORP
-$533.3K
0
-100%
减持
MEDP
MEDPACE HLDGS INC
+$521.4K
3,048
-9%
减持
GLD
SPDR GOLD TR
+$521.1K
10,411
-0%
清仓
EXEL
EXELIXIS INC
-$519.1K
0
-100%
清仓
—
MONDAY COM LTD
-$512.6K
0
-100%
建仓
GRAL
GRAIL INC
+$512.1K
8,660
清仓
QTWO
Q2 HLDGS INC
-$510.8K
0
-100%
减持
GDX
VANECK ETF TRUST
+$504.9K
20,866
-0%
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$494.9K
19,876
清仓
BJRI
BJS RESTAURANTS INC
-$494.1K
0
-100%
增持
DGRO
ISHARES TR
+$492.4K
89,605
+2%
清仓
ALAB
ASTERA LABS INC
-$480.7K
0
-100%
减持
MSFT
MICROSOFT CORP
-$475.2K
15,469
-9%
减持
JPM
JPMORGAN CHASE & CO.
+$466.7K
21,987
-1%
减持
AMZN
AMAZON COM INC
-$456.1K
91,219
-2%
减持
PLMR
PALOMAR HLDGS INC
-$455.3K
4,339
-30%
增持
ITOT
ISHARES TR
+$452.4K
42,541
+0%
增持
SPTM
SPDR SERIES TRUST
+$431.5K
44,676
+5%
减持
ECL
ECOLAB INC
-$424.1K
43,657
-5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$422.6K
39,023
+30%
减持
CNI
CANADIAN NATL RY CO
-$417.8K
38,625
-1%
建仓
ERO
ERO COPPER CORP
+$417.0K
20,614
建仓
NU
NU HLDGS LTD
+$416.1K
25,992
建仓
EBC
EASTERN BANKSHARES INC
+$415.8K
22,907
减持
OUNZ
VANECK MERK GOLD ETF
+$412.3K
83,981
-1%
建仓
XMTR
XOMETRY INC
+$407.1K
7,473
减持
COR
CENCORA INC
-$404.0K
14,512
-12%
减持
—
ODDITY TECH LTD
-$401.8K
14,094
-17%
清仓
SKWD
SKYWARD SPECIALTY INS GROUP
-$398.0K
0
-100%
建仓
—
TECHNIPFMC PLC
+$396.0K
10,039
清仓
SOC
SABLE OFFSHORE CORP
-$392.6K
0
-100%
减持
PSA
PUBLIC STORAGE OPER CO
-$377.2K
27,344
-3%
建仓
MSGS
MADISON SQUARE GRDN SPRT COR
+$375.7K
1,655
清仓
NTIC
NORTHERN TECHNOLOGIES INTL C
-$362.7K
0
-100%
清仓
KINS
KINGSTONE COS INC
-$351.5K
0
-100%
清仓
ADMA
ADMA BIOLOGICS INC
-$348.5K
0
-100%
增持
IJH
ISHARES TR
+$347.6K
107,258
+0%
增持
CVCO
CAVCO INDS INC DEL
+$341.9K
2,245
+1%
建仓
ODC
OIL DRI CORP AMER
+$324.2K
5,312
建仓
MSM
MSC INDL DIRECT INC
+$322.9K
3,504
增持
SGOL
ETFS GOLD TR
+$311.8K
59,104
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$310.7K
208,027
-5%
减持
BLK
BLACKROCK INC
+$305.8K
3,477
-3%
减持
IJR
ISHARES TR
+$302.8K
37,641
-1%
增持
AEIS
ADVANCED ENERGY INDS
+$301.6K
7,638
+1%
减持
GBIL
GOLDMAN SACHS ETF TR
-$301.6K
4,253
-41%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$298.1K
0
-100%
建仓
COHU
COHU INC
+$292.3K
14,379
增持
FDVV
FIDELITY COVINGTON TRUST
+$282.2K
48,084
+4%
增持
COST
COSTCO WHSL CORP NEW
-$280.0K
4,483
+0%
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$278.1K
7,162
建仓
HAPN
LENDINGCLUB CORP
+$277.7K
18,282
建仓
VIAV
VIAVI SOLUTIONS INC
+$277.2K
21,845
建仓
—
SANDSTORM GOLD LTD
+$275.1K
21,975
减持
HD
HOME DEPOT INC
+$274.6K
12,618
-4%
建仓
CENX
CENTURY ALUM CO
+$274.5K
9,349
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$273.4K
6,507
建仓
AUR
AURORA INNOVATION INC
+$273.2K
50,680
增持
LOW
LOWES COS INC
+$265.1K
8,862
+0%
增持
ENB
ENBRIDGE INC
+$259.1K
14,933
+37%
清仓
MIDE
DBX ETF TR
-$256.2K
0
-100%
减持
HON
HONEYWELL INTL INC
-$255.6K
9,864
-1%
减持
DRI
DARDEN RESTAURANTS INC
-$249.1K
3,781
-15%
增持
—
CYBERARK SOFTWARE LTD
+$248.9K
3,141
+1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$247.3K
0
-100%
清仓
FISV
FISERV INC
-$246.4K
0
-100%
增持
LVHI
LEGG MASON ETF INVT
+$238.7K
55,113
+7%
增持
TSLA
TESLA INC
+$233.5K
1,638
+5%
减持
BX
BLACKSTONE INC
-$229.7K
5,024
-31%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$226.9K
4,345
减持
WSM
WILLIAMS SONOMA INC
+$214.3K
14,228
-9%
增持
ITA
ISHARES TR
+$214.0K
10,378
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$214.0K
23,510
-1%
建仓
FNV
FRANCO NEV CORP
+$213.8K
959
增持
AVGO
BROADCOM INC
+$213.0K
3,579
+2%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$211.2K
3,740
