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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 22
增持 50
减持 51
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
+$7.2M
104,539
-1%
增持
LLY
ELI LILLY & CO
+$5.1M
15,002
+4%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
74,641
+5%
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
QQQ
INVESCO QQQ TR
+$2.4M
27,735
+14%
增持
PULS
PGIM ETF TR
+$2.3M
180,791
+35%
增持
AAPL
APPLE INC
+$1.9M
51,236
+8%
减持
TSCO
TRACTOR SUPPLY CO
-$1.9M
234,225
-2%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
+$1.8M
2,887
+16%
减持
CPRT
COPART INC
-$1.7M
254,868
-2%
减持
COHR
COHERENT CORP
+$1.6M
25,007
-11%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
705,070
+6%
减持
IQV
IQVIA HLDGS INC
+$1.3M
45,561
-4%
增持
KO
COCA COLA CO
+$1.2M
330,760
+0%
增持
AMZN
AMAZON COM INC
+$1.2M
91,880
+1%
增持
UBER
UBER TECHNOLOGIES INC
-$1.2M
72,180
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
136,846
+15%
增持
DGRO
ISHARES TR
+$1.1M
103,131
+15%
减持
GOOGL
ALPHABET INC
+$967.8K
15,571
-3%
减持
PSA
PUBLIC STORAGE OPER CO
-$931.9K
26,845
-2%
清仓
MELI
MERCADOLIBRE INC
-$930.1K
0
-100%
增持
NFLX
NETFLIX INC
-$910.3K
14,945
+675%
清仓
DASH
DOORDASH INC
-$817.1K
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$804.1K
17,959
-2%
增持
NOW
SERVICENOW INC
-$797.4K
22,405
+387%
减持
TMUS
T-MOBILE US INC
-$765.6K
13,223
-8%
清仓
TBBK
BANCORP INC DEL
-$751.1K
0
-100%
增持
HD
HOME DEPOT INC
-$743.2K
12,698
+1%
清仓
NFG
NATIONAL FUEL GAS CO
-$737.2K
0
-100%
减持
ECL
ECOLAB INC
-$725.0K
42,781
-2%
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$703.6K
0
-100%
减持
MPWR
MONOLITHIC PWR SYS INC
-$667.2K
301
-71%
减持
NKE
NIKE INC
-$665.5K
64,407
-6%
建仓
KALU
KAISER ALUMINUM CORP
+$630.5K
5,489
清仓
CVNA
CARVANA CO
-$623.2K
0
-100%
清仓
USFD
US FOODS HLDG CORP
-$620.2K
0
-100%
清仓
SE
SEA LTD
-$612.7K
0
-100%
减持
DORM
DORMAN PRODS INC
-$601.7K
17,785
-1%
减持
SIVR
ABRDN SILVER ETF TRUST
+$600.1K
27,404
-3%
增持
ISTB
ISHARES TR
+$596.9K
40,305
+44%
清仓
KMX
CARMAX INC
-$592.3K
0
-100%
清仓
ESE
ESCO TECHNOLOGIES INC
-$588.2K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$560.2K
1,792
-54%
清仓
CCI
CROWN CASTLE INC
-$557.2K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$553.0K
0
-100%
清仓
PODD
INSULET CORP
-$552.0K
0
-100%
清仓
JBTM
JBT MAREL CORPORATION
-$535.3K
0
-100%
减持
IVV
ISHARES TR
+$534.4K
55,901
-1%
建仓
RGLD
ROYAL GOLD INC
+$514.8K
2,316
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$504.4K
9,328
减持
COST
COSTCO WHSL CORP NEW
-$497.6K
4,235
-6%
建仓
ATI
ATI INC
+$495.9K
4,321
增持
MRK
MERCK & CO INC
+$490.0K
21,177
+2%
减持
MA
MASTERCARD INCORPORATED
-$480.8K
2,374
-26%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$479.0K
25,923
-19%
建仓
MP
MP MATERIALS CORP
+$478.6K
9,474
清仓
PEN
PENUMBRA INC
-$469.7K
0
-100%
减持
PAYX
PAYCHEX INC
-$453.6K
22,671
-4%
建仓
CFG
CITIZENS FINL GROUP INC
+$452.2K
7,741
增持
IEFA
ISHARES TR
+$451.7K
16,992
+39%
清仓
INQQ
EXCHANGE TRADED CONCEPTS TRU
-$449.5K
0
-100%
减持
GTLS
CHART INDS INC
-$447.0K
6,975
-26%
减持
—
ODDITY TECH LTD
-$446.1K
10,750
-24%
增持
EMXC
ISHARES INC
+$438.7K
10,334
+123%
建仓
—
VIKING HOLDINGS LTD
+$433.9K
6,076
清仓
GBIL
GOLDMAN SACHS ETF TR
-$426.3K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$424.2K
1,486
增持
BILS
SPDR SERIES TRUST
+$421.7K
20,838
+26%
建仓
AVXL
ANAVEX LIFE SCIENCES CORP
+$419.0K
117,696
减持
—
EXXON MOBIL CORP
+$410.4K
70,540
-2%
减持
WPC
WP CAREY INC
-$409.0K
83,420
-2%
减持
GIS
GENERAL MLS INC
-$407.7K
15,571
-31%
建仓
AORT
ARTIVION INC
+$406.8K
8,919
减持
—
CYBERARK SOFTWARE LTD
-$405.1K
2,494
-21%
增持
HGER
HARBOR ETF TRUST
+$391.6K
26,516
+157%
减持
AVUV
AMERICAN CENTY ETF TR
-$387.6K
10,670
-28%
减持
AMD
ADVANCED MICRO DEVICES INC
+$387.4K
10,573
-9%
建仓
INCY
INCYTE CORP
+$384.2K
3,890
增持
SCHF
SCHWAB STRATEGIC TR
+$380.4K
154,447
+8%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$378.1K
1,259
增持
ARIS
ARIS MNG CORP
+$375.2K
57,962
+1%
建仓
NLR
VANECK ETF TRUST
+$368.6K
2,968
减持
SCHO
SCHWAB STRATEGIC TR
-$368.4K
116,250
-11%
减持
BLK
BLACKROCK INC
-$364.2K
3,447
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$359.1K
46,882
+20%
增持
—
TECHNIPFMC PLC
+$347.1K
16,677
+66%
减持
INTU
INTUIT
-$341.5K
15,834
-0%
减持
CCJ
CAMECO CORP
-$340.1K
7,156
-40%
减持
COR
CENCORA INC
+$340.0K
14,435
-1%
减持
AMGN
AMGEN INC
+$337.8K
17,655
-8%
清仓
BITB
BITWISE BITCOIN ETF TR
-$335.7K
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$324.9K
4,083
减持
PAAS
PAN AMERN SILVER CORP
+$322.9K
24,746
-0%
减持
TJX
TJX COS INC NEW
+$322.3K
75,368
-3%
增持
IJH
ISHARES TR
+$317.4K
110,864
+3%
减持
OTIS
OTIS WORLDWIDE CORP
-$316.6K
32,775
-6%
建仓
ALB
ALBEMARLE CORP
+$316.0K
2,234
增持
MSFT
MICROSOFT CORP
-$314.8K
15,916
+3%
减持
IBRX
IMMUNITYBIO INC
-$306.1K
631,975
-0%
增持
NVDA
NVIDIA CORPORATION
+$301.5K
77,593
+2%
增持
CENX
CENTURY ALUM CO
+$299.8K
14,657
+57%
清仓
SMR
NUSCALE PWR CORP
-$296.0K
0
-100%
清仓
LRN
STRIDE INC
-$294.2K
0
-100%
减持
OUSM
ALPS ETF TR
-$293.0K
88,122
-5%
建仓
GRC
GORMAN RUPP CO
+$282.0K
5,905
增持
SPDW
SPDR INDEX SHS FDS
+$279.8K
143,229
+1%
清仓
—
SANDSTORM GOLD LTD
-$275.1K
0
-100%
建仓
PAYO
PAYONEER GLOBAL INC
+$273.7K
48,695
建仓
IESC
IES HLDGS INC
+$270.4K
695
减持
PRVA
PRIVIA HEALTH GROUP INC
-$269.7K
9,497
-52%
增持
GE
GE AEROSPACE
+$266.5K
3,954
+25%
减持
REGN
REGENERON PHARMACEUTICALS
+$260.6K
1,297
-2%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$259.3K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$252.1K
3,811
+22%
增持
TPR
TAPESTRY INC
+$246.5K
16,937
+0%
增持
—
NEW GOLD INC CDA
+$246.5K
158,553
+0%
增持
CLOI
VANECK ETF TRUST
+$245.6K
9,175
+104%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$241.7K
0
-100%
增持
WSM
WILLIAMS SONOMA INC
-$239.7K
14,229
+0%
减持
—
ACCENTURE PLC IRELAND
-$233.2K
9,688
-16%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$227.2K
9,422
减持
GRAL
GRAIL INC
+$221.0K
8,565
-1%
清仓
SHM
SPDR SERIES TRUST
-$219.5K
0
-100%
建仓
IEX
IDEX CORP
+$219.0K
1,231
建仓
PAVE
GLOBAL X FDS
+$214.3K
4,485
减持
JNJ
JOHNSON & JOHNSON
+$214.3K
10,481
-1%
增持
ULS
UL SOLUTIONS INC
+$214.3K
6,917
+48%
清仓
FNV
FRANCO NEV CORP
-$213.8K
0
-100%
减持
EEFT
EURONET WORLDWIDE INC
-$211.0K
7,460
-16%
清仓
CVLT
COMMVAULT SYS INC
-$208.8K
0
-100%
增持
OKLO
OKLO INC
-$207.8K
5,314
+1%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$205.7K
695
增持
FDVV
FIDELITY COVINGTON TRUST
+$203.0K
50,833
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$199.7K
245,683
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$198.3K
53,312
+8%
增持
BCS
BARCLAYS PLC
+$191.0K
39,638
+0%
增持
FNB
F N B CORP
+$190.8K
191,255
+0%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$189.9K
2,794
-1%
减持
QUS
SPDR SERIES TRUST
-$189.0K
6,322
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$185.9K
3,339
-7%
增持
WMT
WALMART INC
+$178.4K
16,970
+2%
减持
SGOL
ETFS GOLD TR
+$177.7K
57,286
-3%
增持
ERO
ERO COPPER CORP
+$173.2K
20,856
+1%
增持
SPIB
SPDR SERIES TRUST
+$170.0K
286,416
+2%
增持
BND
VANGUARD BD INDEX FDS
+$167.5K
7,712
+42%
减持
CAH
CARDINAL HEALTH INC
+$164.6K
3,898
-4%
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$163.9K
0
-100%
增持
PAAA
PGIM ETF TR
+$155.9K
17,105
+22%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$154.6K
5,401
+0%
增持
C
CITIGROUP INC
+$153.7K
9,382
+1%
增持
ALLW
SSGA ACTIVE TR
+$152.6K
51,305
+14%