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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 58
减持 52
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
-$5.4M
95,568
-9%
减持
INTU
INTUIT
-$5.3M
12,088
-24%
减持
V
VISA INC
-$4.3M
46,342
-11%
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。
减持
IQV
IQVIA HLDGS INC
-$3.8M
38,194
-16%
减持
AMZN
AMAZON COM INC
-$3.7M
83,856
-9%
减持
ULTA
ULTA BEAUTY INC
-$3.6M
13,855
-23%
增持
—
EXXON MOBIL CORP
+$3.6M
71,282
+1%
减持
CPRT
COPART INC
-$3.2M
203,160
-20%
建仓
IGV
ISHARES TR
+$3.0M
37,686
减持
IBRX
IMMUNITYBIO INC
+$3.0M
552,025
-13%
减持
LLY
ELI LILLY & CO
-$2.9M
14,414
-4%
减持
TSCO
TRACTOR SUPPLY CO
-$2.6M
201,896
-14%
减持
VOO
VANGUARD INDEX FDS
-$2.4M
74,348
-0%
减持
NVDA
NVIDIA CORPORATION
-$2.3M
69,695
-10%
减持
MSFT
MICROSOFT CORP
-$2.2M
14,961
-6%
增持
KO
COCA COLA CO
+$2.0M
330,889
+0%
减持
NKE
NIKE INC
-$1.8M
44,236
-31%
减持
MTZ
MASTEC INC
+$1.6M
18,406
-7%
减持
ECL
ECOLAB INC
-$1.6M
36,211
-15%
建仓
CDE
COEUR MNG INC
+$1.5M
79,741
清仓
FCBC
FIRST CMNTY BANKSHARES INC V
-$1.5M
0
-100%
增持
ISTB
ISHARES TR
+$1.4M
70,155
+74%
清仓
—
NEW GOLD INC CDA
-$1.4M
0
-100%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$1.3M
16,980
增持
IVV
ISHARES TR
-$1.3M
56,651
+1%
减持
COHR
COHERENT CORP
+$1.2M
24,508
-2%
增持
SPTM
SPDR SERIES TRUST
+$1.2M
62,577
+38%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
13,774
+142%
建仓
OZ
BELPOINTE PREP LLC
+$1.2M
21,783
减持
PAYX
PAYCHEX INC
-$1.1M
15,279
-33%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
7,472
+96%
清仓
—
CYBERARK SOFTWARE LTD
-$1.1M
0
-100%
增持
NOW
SERVICENOW INC
-$1.1M
22,433
+0%
减持
QQQ
INVESCO QQQ TR
-$1.1M
27,656
-0%
减持
APP
APPLOVIN CORP
-$1.1M
1,337
-44%
增持
EMXC
ISHARES INC
+$1.0M
22,820
+121%
减持
BAC
BANK AMERICA CORP
-$1.0M
12,401
-58%
增持
DGRO
ISHARES TR
+$987.5K
116,085
+13%
减持
CNI
CANADIAN NATL RY CO
-$876.3K
28,625
-26%
增持
SCHD
SCHWAB STRATEGIC TR
+$857.3K
247,599
+1%
建仓
—
AURA MINERALS INC
+$835.7K
10,242
建仓
VXUS
VANGUARD STAR FDS
+$827.4K
10,730
清仓
CADE
CADENCE BANK
-$790.1K
0
-100%
增持
AAPL
APPLE INC
-$778.4K
51,817
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$772.4K
4,441
+5%
减持
—
ACCENTURE PLC IRELAND
-$755.2K
9,300
-4%
增持
OEF
ISHARES TR
+$746.6K
13,403
+31%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
-$711.7K
2,910
+1%
减持
OTIS
OTIS WORLDWIDE CORP
-$706.5K
27,976
-15%
增持
UBER
UBER TECHNOLOGIES INC
-$700.9K
72,250
+0%
减持
CVS
CVS HEALTH CORP
-$692.0K
9,211
-46%
增持
PULS
PGIM ETF TR
+$686.1K
194,980
+8%
建仓
CAC
CAMDEN NATL CORP
+$679.5K
14,320
减持
TJX
TJX COS INC NEW
-$623.6K
68,589
-9%
清仓
—
IBEX LTD
-$622.6K
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$602.3K
4,445
清仓
—
PINNACLE FINL PARTNERS INC
-$578.9K
0
-100%
建仓
SSNC
SS&C TECH HLDGS
+$537.0K
7,947
减持
—
ROADZEN INC
-$535.1K
277,060
-23%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$528.3K
6,133
减持
GTLS
CHART INDS INC
-$465.5K
4,706
-33%
增持
JNJ
JOHNSON & JOHNSON
+$448.8K
10,709
+2%
增持
AMGN
AMGEN INC
+$446.5K
17,693
+0%
增持
IJH
ISHARES TR
+$434.0K
114,779
+4%
减持
DORM
DORMAN PRODS INC
-$431.9K
16,855
-5%
清仓
—
ODDITY TECH LTD
-$431.9K
0
-100%
增持
GWW
WW GRAINGER INC
+$425.5K
5,180
+0%
增持
BX
BLACKSTONE INC
+$425.0K
10,388
+108%
减持
IGM
ISHARES TR
-$411.7K
28,312
-3%
清仓
PGR
PROGRESSIVE CORP
-$408.1K
0
-100%
减持
—
TECHNIPFMC PLC
+$407.4K
16,643
-0%
减持
ITOT
ISHARES TR
-$407.4K
41,357
-2%
清仓
AORT
ARTIVION INC
-$406.8K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$399.1K
724,427
+3%
增持
OKE
ONEOK INC NEW
+$397.6K
23,515
+0%
增持
CVX
CHEVRON CORPORATION
+$396.0K
6,711
+3%
减持
BILS
SPDR SERIES TRUST
-$395.6K
16,814
-19%
减持
SCHO
SCHWAB STRATEGIC TR
-$393.0K
100,538
-14%
增持
DUK
DUKE ENERGY CORP NEW
+$390.0K
28,041
+0%
减持
AEIS
ADVANCED ENERGY INDS
+$389.7K
5,453
-17%
清仓
INCY
INCYTE CORP
-$384.2K
0
-100%
清仓
OKLO
OKLO INC
-$381.3K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$374.1K
55,227
+18%
增持
GOOGL
ALPHABET INC
-$369.8K
15,663
+1%
增持
BLK
BLACKROCK INC
-$369.6K
3,452
+0%
增持
SPYM
SPDR SERIES TRUST
-$364.3K
182,380
+2%
增持
TMUS
T-MOBILE US INC
+$361.5K
14,504
+10%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$357.6K
3,633
减持
APEI
AMERICAN PUB ED INC
+$355.7K
18,773
-0%
增持
GLD
SPDR GOLD TR
+$355.1K
10,414
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$353.9K
11,495
+0%
减持
GEV
GE VERNOVA INC
+$352.5K
1,610
-0%
减持
FENY
FIDELITY COVINGTON TRUST
+$350.8K
38,847
-1%
增持
MRK
MERCK & CO INC
+$343.0K
21,382
+1%
建仓
OKTA
OKTA INC
+$341.8K
4,342
增持
CASH
PATHWARD FINANCIAL INC
+$341.6K
8,019
+52%
增持
WPC
WP CAREY INC
+$340.4K
84,010
+1%
增持
COR
CENCORA INC
-$339.6K
14,439
+0%
减持
VIAV
VIAVI SOLUTIONS INC
+$335.9K
21,789
-0%
减持
RBC
RBC BEARINGS INC
+$326.9K
4,494
-5%
减持
MYRG
MYR GROUP INC
+$325.6K
7,160
-8%
增持
RNST
RENASANT CORP
+$323.1K
22,181
+63%
清仓
XEL
XCEL ENERGY INC
-$316.3K
0
-100%
增持
HON
HONEYWELL INTL INC
+$311.7K
9,890
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$310.9K
5,011
-1%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$309.3K
15,133
+62%
减持
PSA
PUBLIC STORAGE OPER CO
+$295.9K
26,810
-0%
清仓
—
KINIKSA PHARMACEUTICALS INTL
-$295.4K
0
-100%
清仓
MSM
MSC INDL DIRECT INC
-$295.1K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$294.5K
145,789
+2%
减持
GRAL
GRAIL INC
-$291.4K
8,546
-0%
减持
PEP
PEPSICO INC
+$289.6K
48,423
-4%
增持
VDE
VANGUARD WORLD FD
+$288.7K
6,053
+0%
清仓
IXUS
ISHARES TR
-$285.8K
0
-100%
减持
CENX
CENTURY ALUM CO
+$282.3K
14,594
-0%
清仓
PAYO
PAYONEER GLOBAL INC
-$273.7K
0
-100%
清仓
IESC
IES HLDGS INC
-$270.4K
0
-100%
减持
GIS
GENERAL MILLS INC
-$269.5K
12,213
-22%
增持
GLDM
WORLD GOLD TR
+$265.5K
12,335
+20%
减持
C
CITIGROUP INC
-$261.8K
7,345
-22%
增持
WMT
WALMART INC
+$253.8K
17,255
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$253.3K
39,304
+10%
建仓
CTVA
CORTEVA INC
+$253.1K
3,024
减持
MEDP
MEDPACE HLDGS INC
-$252.8K
3,035
-0%
减持
OUNZ
VANECK MERK GOLD ETF
+$251.5K
78,171
-1%
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$250.2K
406
增持
SCHF
SCHWAB STRATEGIC TR
+$249.6K
160,101
+4%
减持
SPSB
SPDR SERIES TRUST
-$244.9K
17,669
-31%
增持
SCHB
SCHWAB STRATEGIC TR
-$243.1K
280,015
+1%
清仓
WWW
WOLVERINE WORLD WIDE INC
-$240.4K
0
-100%
增持
SUB
ISHARES TR
+$240.3K
103,354
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$239.5K
12,018
+13%
增持
SPG
SIMON PPTY GROUP INC NEW
+$238.2K
33,894
+3%
增持
IJR
ISHARES TR
+$237.2K
38,640
+2%
增持
SNEX
STONEX GROUP INC
+$234.5K
13,627
+50%
增持
IEFA
ISHARES TR
+$234.2K
19,378
+14%
增持
CVCO
CAVCO INDS INC DEL
-$227.7K
2,250
+1%
清仓
PRVA
PRIVIA HEALTH GROUP INC
-$225.2K
0
-100%
增持
GLW
CORNING INC
+$223.2K
4,450
+2%
增持
ITM
VANECK ETF TRUST
+$223.0K
17,600
+40%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$218.8K
2,787
-0%
建仓
IEMG
ISHARES INC
+$214.0K
3,067
建仓
UPS
UNITED PARCEL SVCS INC
+$213.3K
2,168
建仓
DIVO
AMPLIFY ETF TR
+$209.6K
4,674
增持
SFST
SOUTHERN FIRST BANCSHARES
+$205.8K
19,204
+18%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$205.7K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$205.3K
1,386
建仓
BTI
BRITISH AMERN TOB PLC
+$204.6K
3,500
增持
FNDX
SCHWAB STRATEGIC TR
+$204.5K
65,072
+10%
清仓
SCHG
SCHWAB STRATEGIC TR
-$203.8K
0
-100%
