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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
$1.56B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 15
增持 84
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
—
LINDE PLC
+$17.0M
47,730
增持
AAPL
APPLE INC
+$15.9M
427,653
+2%
清仓
—
LINDE PLC
-$15.3M
0
-100%
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
MSFT
MICROSOFT CORP
+$12.9M
255,516
+1%
增持
NEE
NEXTERA ENERGY INC
+$10.2M
141,841
+1582%
增持
NVDA
NVIDIA CORPORATION
+$10.0M
69,507
+9%
增持
META
META PLATFORMS INC
+$8.4M
82,598
+9%
减持
D
DOMINION ENERGY INC
-$7.9M
43,927
-74%
增持
AMZN
AMAZON COM INC
+$5.7M
259,455
+3%
增持
GOOG
ALPHABET INC
+$5.3M
278,165
+5%
建仓
IEI
ISHARES TR
+$5.2M
44,314
减持
SPY
SPDR S&P 500 ETF TR
-$5.0M
28,823
-34%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.0M
12,056
-75%
增持
ADI
ANALOG DEVICES INC
+$4.0M
108,170
+2%
增持
—
MEDTRONIC PLC
+$3.8M
178,526
+32%
增持
—
ASML HOLDING N V
+$3.7M
22,737
+6%
减持
ICSH
ISHARES TR
-$3.7M
9,984
-88%
增持
—
NXP SEMICONDUCTORS N V
+$3.3M
105,870
+2%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$2.8M
31,183
增持
PEP
PEPSICO INC
+$2.8M
124,314
+13%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.7M
18,783
-74%
增持
V
VISA INC
+$2.5M
119,974
+1%
减持
DLR
DIGITAL RLTY TR INC
-$2.3M
7,092
-76%
增持
PNC
PNC FINL SVCS GROUP INC
-$2.0M
70,343
+2%
增持
DIS
DISNEY WALT CO
+$1.9M
113,691
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.9M
47,120
+3%
增持
CVX
CHEVRON CORP NEW
-$1.8M
163,704
+3%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$1.8M
11,543
增持
INTC
INTEL CORP
+$1.7M
236,573
+4%
减持
—
AMERICAN NATL BANKSHARES INC
-$1.7M
227,736
-6%
清仓
—
UNILEVER PLC
-$1.7M
0
-100%
减持
IEF
ISHARES TR
-$1.5M
77,664
-19%
减持
USIG
ISHARES TR
-$1.4M
148,141
-18%
增持
AVGO
BROADCOM INC
+$1.4M
15,313
+2%
增持
—
TE CONNECTIVITY LTD
+$1.2M
60,337
+4%
增持
HON
HONEYWELL INTL INC
-$1.2M
66,332
+2%
增持
AME
AMETEK INC
+$1.2M
139,601
+2%
减持
AGG
ISHARES TR
-$1.2M
7,455
-62%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
53,523
+1%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
60,769
+2%
增持
LOW
LOWES COS INC
+$1.1M
126,372
+4%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
53,887
+1%
建仓
CALM
CAL MAINE FOODS INC
+$1.1M
17,720
增持
ABT
ABBOTT LABS
-$1.0M
178,467
+2%
增持
IEMG
ISHARES INC
+$972.6K
61,343
+42%
增持
BN
BROOKFIELD CORP
+$955.4K
482,782
+3%
增持
SPGI
S&P GLOBAL INC
+$932.7K
41,936
+4%
增持
—
EXXON MOBIL CORP
+$910.6K
41,186
+26%
增持
DEO
DIAGEO PLC
+$879.5K
119,995
+2%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$837.2K
327,643
+3%
增持
QCOM
QUALCOMM INC
+$835.1K
41,373
+2%
增持
CHE
CHEMED CORP NEW
+$797.3K
18,302
+3%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$790.2K
17,493
增持
IUSB
ISHARES TR
+$764.3K
229,763
+5%
增持
ROP
ROPER TECHNOLOGIES INC
+$748.5K
38,921
+3%
增持
T
AT&T INC
+$719.1K
160,784
+25%
减持
IVV
ISHARES TR
-$702.4K
1,797
-52%
增持
TXN
TEXAS INSTRS INC
+$693.8K
28,727
+2%
增持
—
BROOKFIELD RENEWABLE CORP
+$666.4K
78,184
+4%
减持
FTEC
FIDELITY COVINGTON TRUST
+$655.9K
50,056
-6%
减持
—
ARISTA NETWORKS INC
+$642.7K
15,464
-4%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$631.1K
3,836
减持
CSCO
CISCO SYS INC
+$626.6K
154,337
-1%
减持
GOOGL
ALPHABET INC
+$621.8K
48,573
-3%
清仓
IWB
ISHARES TR
-$612.4K
0
-100%
减持
FNCL
FIDELITY COVINGTON TRUST
-$590.9K
33,866
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$553.0K
111,443
+2%
减持
IEFA
ISHARES TR
-$550.5K
97,734
-15%
增持
—
EATON CORP PLC
+$540.1K
31,663
+2%
增持
CRM
SALESFORCE INC
+$505.0K
4,670
+45%
增持
TGT
TARGET CORP
+$504.7K
23,477
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$493.0K
56,070
+31%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$486.5K
12,041
增持
MRK
MERCK & CO INC
-$484.8K
190,821
+2%
减持
GVI
ISHARES TR
-$479.2K
28,707
-15%
建仓
ITA
ISHARES TR
+$465.6K
4,046
减持
VGT
VANGUARD WORLD FDS
+$457.6K
7,837
-2%
清仓
ITOT
ISHARES TR
-$447.6K
0
-100%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$447.3K
80,231
+6%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$437.6K
124,439
+10%
减持
EFA
ISHARES TR
+$420.8K
72,211
-0%
增持
ABBNY
ABB LTD
+$396.1K
94,138
+1%
增持
DUK
DUKE ENERGY CORP NEW
-$394.2K
80,108
+2%
增持
ABBV
ABBVIE INC
+$383.7K
199,849
+3%
增持
XYL
XYLEM INC
-$360.9K
93,262
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$350.1K
16,811
+0%
增持
TFC
TRUIST FINL CORP
-$348.4K
116,903
+16%
增持
C
CITIGROUP INC
+$328.1K
27,332
+30%
增持
HD
HOME DEPOT INC
-$308.9K
19,649
+2%
增持
BAC
BANK AMERICA CORP
-$308.4K
73,938
+1%
增持
CME
CME GROUP INC
+$308.2K
11,331
+2%
增持
SBUX
STARBUCKS CORP
+$301.7K
42,202
+2%
增持
CMCSA
COMCAST CORP NEW
+$301.3K
41,757
+14%
清仓
VFC
V F CORP
-$298.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$287.5K
10,544
+8%
增持
TJX
TJX COS INC NEW
+$285.3K
318,631
+3%
增持
PG
PROCTER AND GAMBLE CO
+$278.6K
171,936
+3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$278.5K
213,076
+2%
增持
VUG
VANGUARD INDEX FDS
+$269.1K
6,985
+1%
增持
PFE
PFIZER INC
-$263.7K
25,530
+0%
增持
EMR
EMERSON ELEC CO
-$251.2K
36,876
+2%
增持
AMGN
AMGEN INC
-$246.9K
14,426
+1%
建仓
XLK
SELECT SECTOR SPDR TR
+$241.8K
1,601
减持
DHR
DANAHER CORPORATION
-$235.0K
1,428
-36%
增持
MDLZ
MONDELEZ INTL INC
+$228.1K
49,085
+2%
减持
FCOM
FIDELITY COVINGTON TRUST
+$227.2K
47,745
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$225.1K
4,305
+1%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$221.1K
801
建仓
FNDA
SCHWAB STRATEGIC TR
+$220.8K
4,536
建仓
XHB
SPDR SER TR
+$219.5K
3,240
清仓
DGX
QUEST DIAGNOSTICS INC
-$219.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$215.8K
0
-100%
清仓
AZO
AUTOZONE INC
-$209.6K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$207.9K
12,468
-0%
清仓
WFC
WELLS FARGO CO NEW
-$203.9K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
+$203.4K
3,753
+24%
建仓
NFLX
NETFLIX INC
+$202.1K
585
增持
MUB
ISHARES TR
+$200.8K
5,861
+44%
建仓
DRI
DARDEN RESTAURANTS INC
+$200.6K
1,293
增持
NKE
NIKE INC
+$197.4K
24,294
+2%
增持
GIS
GENERAL MLS INC
+$192.6K
53,910
+2%
增持
—
CHUBB LIMITED
-$189.2K
11,440
+5%
增持
SHY
ISHARES TR
+$172.5K
22,584
+9%
清仓
—
ATLAS CORP
-$168.7K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$166.6K
1,862
-45%
减持
MCO
MOODYS CORP
+$164.3K
6,632
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$161.2K
3,058
-7%
减持
CCI
CROWN CASTLE INC
-$160.5K
14,744
-6%
减持
JBL
JABIL INC
+$158.7K
8,157
-1%
增持
APD
AIR PRODS & CHEMS INC
-$146.2K
13,127
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$141.6K
3,041
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$141.4K
3,581
+54%
减持
COST
COSTCO WHSL CORP NEW
+$138.3K
4,105
-1%
减持
FDIS
FIDELITY COVINGTON TRUST
+$130.1K
22,006
-5%
减持
VO
VANGUARD INDEX FDS
-$128.7K
6,500
-12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$124.8K
1,875
-33%
减持
LLY
LILLY ELI & CO
-$117.5K
3,997
-2%
减持
IGSB
ISHARES TR
-$109.7K
4,027
-36%
减持
XLF
SELECT SECTOR SPDR TR
-$109.6K
30,737
-4%
增持
ECL
ECOLAB INC
+$105.6K
4,562
+2%
清仓
—
MACQUARIE / FIRST TR GLOBAL
-$105.2K
0
-100%
减持
PLD
PROLOGIS INC.
+$103.9K
11,788
-3%
增持
STZ
CONSTELLATION BRANDS INC
-$100.3K
72,150
+2%
减持
LQD
ISHARES TR
-$96.1K
3,965
-21%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$93.5K
14,425
-5%
增持
UNP
UNION PAC CORP
-$90.6K
73,603
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$89.0K
5,102
+0%
减持
—
BLACKROCK INC
-$87.7K
1,161
-5%
减持
NDAQ
NASDAQ INC
-$86.9K
10,341
-3%
增持
MKL
MARKEL CORP
-$85.7K
10,160
+2%
