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
Smith, Salley & Associates 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Smith, Salley & Associates
报告期 2026-03-31 · CIK 0001482012
持仓数
267
前50大市值合计
$1.56B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
NVDA
NVIDIA CORPORATION
COM
$135.4M
776,126
8.7%
AAPL
APPLE INC
COM
$105.7M
416,451
6.8%
MSFT
MICROSOFT CORP
COM
$89.3M
241,109
5.7%
GOOG
ALPHABET INC
CAP STK CL C
$79.8M
278,314
5.1%
AMZN
AMAZON COM INC
COM
$58.5M
281,023
3.7%
BRK/B
BERKSHIRE HATHAWAY INC DEL
CL B NEW
$49.1M
102,525
3.1%
JPM
JPMORGAN CHASE & CO
COM
$47.4M
161,087
3.0%
META
META PLATFORMS INC
CL A
$46.1M
80,627
2.9%
TJX
TJX COS INC NEW
COM
$44.9M
281,025
2.9%
RTX
RTX CORPORATION
COM
$41.3M
213,989
2.6%
AVGO
BROADCOM INC
COM
$38.8M
125,497
2.5%
V
VISA INC
COM CL A
$36.5M
120,744
2.3%
ADI
ANALOG DEVICES INC
COM
$35.1M
110,472
2.2%
ABBV
ABBVIE INC
COM
$35.0M
160,791
2.2%
—
ASML HLDG NV
N Y REGISTRY SHS
$34.6M
26,200
2.2%
NEE
NEXTERA ENERGY INC
COM
$33.8M
363,765
2.2%
LOW
LOWES COS INC
COM
$31.9M
134,888
2.0%
TMO
THERMO FISHER SCIENTIFIC INC
COM
$29.2M
59,398
1.9%
MRVL
MARVELL TECHNOLOGY INC
COM
$28.5M
287,576
1.8%
—
LINDE PLC
SHS
$27.1M
54,638
1.7%
BN
BROOKFIELD CORP
CL A LTD VT SH
$26.6M
657,502
1.7%
CVX
CHEVRON CORPORATION
COM
$26.2M
126,862
1.7%
MA
MASTERCARD INCORPORATED
CL A
$25.4M
50,841
1.6%
ANET
ARISTA NETWORKS INC
COM SHS
$24.3M
197,992
1.6%
PG
PROCTER & GAMBLE CO
COM
$23.6M
163,735
1.5%
AME
AMETEK INC
COM
$23.4M
108,976
1.5%
CW
CURTISS WRIGHT CORP
COM
$22.5M
33,062
1.4%
CASY
CASEYS GEN STORES INC
COM
$22.3M
30,657
1.4%
GOOGL
ALPHABET INC
CAP STK CL A
$22.0M
76,600
1.4%
ABT
ABBOTT LABORATORIES
COM
$19.5M
189,613
1.2%
PEP
PEPSICO INC
COM
$19.4M
125,176
1.2%
LLY
ELI LILLY & CO
COM
$19.3M
20,967
1.2%
UNP
UNION PAC CORP
COM
$17.9M
73,626
1.1%
MKL
MARKEL GROUP INC
COM
$17.6M
9,172
1.1%
MU
MICRON TECHNOLOGY INC
COM
$17.0M
50,416
1.1%
SPGI
S&P GLOBAL INC
COM
$16.6M
39,120
1.1%
PNC
PNC FINL SVCS GROUP INC
COM
$16.6M
79,656
1.1%
—
NXP SEMICONDUCTORS N V
COM
$16.2M
82,143
1.0%
MBB
ISHARES TR
MBS ETF
$15.6M
164,662
1.0%
—
EXXON MOBIL CORP
COM
$14.6M
86,055
0.9%
NOC
NORTHROP GRUMMAN CORP
COM
$14.6M
21,361
0.9%
JNJ
JOHNSON & JOHNSON
COM
$14.1M
57,834
0.9%
—
MEDTRONIC PLC
SHS
$14.1M
162,576
0.9%
—
ASTRAZENECA PLC
ORD
$13.6M
68,919
0.9%
IGSB
ISHARES TR
ISHS 1-5YR INVS
$13.1M
250,100
0.8%
CAT
CATERPILLAR INC
COM
$12.3M
17,377
0.8%
CMI
CUMMINS INC
COM
$12.1M
22,489
0.8%
APH
AMPHENOL CORP
CL A
$12.0M
95,306
0.8%
ROP
ROPER TECHNOLOGIES INC
COM
$12.0M
33,980
0.8%
ELV
ELEVANCE HEALTH INC FORMERLY
COM
$11.6M
39,514
0.7%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
33%
前 6 大占比
NVDA
8.7%
AAPL
6.8%
MSFT
5.7%
GOOG
5.1%
AMZN
3.7%
BRK/B
3.1%
其他
66.9%
