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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 79
减持 49
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$13.8M
434,788
+2%
增持
MSFT
MICROSOFT CORP
+$13.8M
256,807
+1%
减持
—
LABORATORY CORP AMER HLDGS
-$13.0M
2,240
-96%
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。
建仓
NOC
NORTHROP GRUMMAN CORP
+$11.9M
26,007
减持
DIS
DISNEY WALT CO
-$11.2M
2,408
-98%
建仓
ELV
ELEVANCE HEALTH INC
+$10.4M
23,351
减持
NVDA
NVIDIA CORPORATION
+$9.6M
68,409
-2%
增持
AMZN
AMAZON COM INC
+$7.1M
260,155
+0%
增持
META
META PLATFORMS INC
+$6.9M
85,039
+3%
增持
LOW
LOWES COS INC
+$6.1M
139,140
+10%
增持
ABBV
ABBVIE INC
-$4.8M
200,798
+0%
增持
INTC
INTEL CORP
+$4.4M
363,547
+54%
减持
GOOG
ALPHABET INC
+$4.4M
275,548
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.1M
112,942
+1%
增持
HON
HONEYWELL INTL INC
+$3.4M
77,458
+17%
增持
JPM
JPMORGAN CHASE & CO
+$3.4M
214,882
+0%
减持
TFC
TRUIST FINL CORP
-$3.2M
26,099
-78%
增持
BAC
BANK AMERICA CORP
+$2.6M
165,926
+124%
增持
SPGI
S&P GLOBAL INC
+$2.6M
42,453
+1%
清仓
USB
US BANCORP DEL
-$2.5M
0
-100%
减持
AVGO
BROADCOM INC
+$2.5M
14,217
-7%
增持
AME
AMETEK INC
+$2.4M
140,000
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.2M
47,778
+1%
增持
TJX
TJX COS INC NEW
+$2.2M
319,837
+0%
建仓
WFC
WELLS FARGO CO NEW
+$2.0M
47,329
增持
—
NXP SEMICONDUCTORS N V
+$2.0M
106,154
+0%
清仓
CCI
CROWN CASTLE INC
-$2.0M
0
-100%
清仓
—
AMCOR PLC
-$1.9M
0
-100%
增持
MRK
MERCK & CO INC
+$1.8M
191,923
+1%
增持
STZ
CONSTELLATION BRANDS INC
+$1.6M
72,827
+1%
增持
HD
HOME DEPOT INC
+$1.6M
23,896
+22%
增持
V
VISA INC
+$1.6M
120,728
+1%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.6M
38,945
+0%
增持
—
MEDTRONIC PLC
+$1.5M
180,790
+1%
减持
MA
MASTERCARD INCORPORATED
+$1.5M
53,572
-1%
减持
GVI
ISHARES TR
-$1.4M
15,344
-47%
减持
ABT
ABBOTT LABS
+$1.4M
178,428
-0%
增持
—
LINDE PLC
+$1.3M
47,799
+0%
增持
—
EXXON MOBIL CORP
+$1.2M
53,698
+30%
减持
ENB
ENBRIDGE INC
-$1.2M
115,790
-20%
减持
—
AMERICAN NATL BANKSHARES INC
-$1.2M
206,608
-9%
减持
—
ACCENTURE PLC IRELAND
+$1.1M
53,249
-1%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$1.1M
239,745
-27%
增持
MKL
MARKEL GROUP INC
+$1.1M
10,167
+0%
增持
—
ASML HOLDING N V
+$1.0M
22,804
+0%
增持
—
EATON CORP PLC
+$1.0M
32,075
+1%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$945.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$930.4K
49,865
+3%
减持
TGT
TARGET CORP
-$925.4K
22,464
-4%
增持
IVV
ISHARES TR
+$878.2K
3,628
+102%
增持
DEO
DIAGEO PLC
-$871.8K
120,295
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$800.2K
28,425
-1%
减持
CALM
CAL MAINE FOODS INC
-$794.6K
6,320
-64%
减持
FTEC
FIDELITY COVINGTON TRUST
+$749.6K
49,399
-1%
增持
CVX
CHEVRON CORP NEW
-$733.9K
165,084
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$729.4K
22,262
+32%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$720.4K
4,866
+13%
增持
PG
PROCTER AND GAMBLE CO
+$700.8K
173,098
+1%
增持
JNJ
JOHNSON & JOHNSON
+$695.7K
61,110
+1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$683.6K
47,416
+26%
减持
DUK
DUKE ENERGY CORP NEW
-$680.8K
78,529
-2%
减持
XYL
XYLEM INC
+$679.2K
92,734
-1%
增持
AMGN
AMGEN INC
+$646.8K
18,622
+29%
增持
—
TE CONNECTIVITY LTD
+$586.7K
60,644
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$584.7K
17,845
+147%
减持
T
AT&T INC
-$551.6K
159,469
-1%
减持
GIS
GENERAL MLS INC
-$543.1K
52,986
-2%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$531.7K
10,856
增持
PEP
PEPSICO INC
+$518.5K
125,154
+1%
增持
IEFA
ISHARES TR
+$515.3K
104,426
+7%
清仓
ICSH
ISHARES TR
-$501.7K
0
-100%
建仓
SHV
ISHARES TR
+$494.3K
4,475
建仓
BEAT
HEARTBEAM INC
+$482.0K
200,000
增持
C
CITIGROUP INC
+$477.6K
38,210
+40%
增持
IEI
ISHARES TR
+$465.2K
49,269
+11%
增持
MUB
ISHARES TR
+$437.8K
10,018
+71%
减持
AGG
ISHARES TR
-$435.5K
3,137
-58%
清仓
LQD
ISHARES TR
-$434.6K
0
-100%
增持
IWR
ISHARES TR
+$416.9K
25,184
+24%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$413.4K
1
-50%
增持
CAT
CATERPILLAR INC
+$411.2K
9,861
+12%
减持
BN
BROOKFIELD CORP
+$404.0K
479,625
-1%
减持
VO
VANGUARD INDEX FDS
-$397.9K
4,420
-32%
减持
QCOM
QUALCOMM INC
-$396.0K
41,015
-1%
增持
IUSB
ISHARES TR
+$395.5K
241,898
+5%
增持
USIG
ISHARES TR
+$358.0K
156,967
+6%
减持
ABBNY
ABB LTD
-$355.1K
73,076
-22%
减持
D
DOMINION ENERGY INC
-$345.9K
40,740
-7%
增持
ISRG
INTUITIVE SURGICAL INC
+$312.4K
3,045
+7%
增持
FCOM
FIDELITY COVINGTON TRUST
+$309.5K
51,104
+7%
减持
NKE
NIKE INC
-$306.0K
24,222
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$304.7K
23,708
+36%
增持
MCO
MOODYS CORP
+$301.9K
6,705
+1%
建仓
VTEB
VANGUARD MUN BD FDS
+$286.3K
5,701
建仓
DWM
WISDOMTREE TR
+$281.1K
5,619
减持
—
BROOKFIELD RENEWABLE CORP
-$279.4K
77,826
-0%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$276.1K
0
-100%
减持
VGT
VANGUARD WORLD FDS
+$269.5K
7,441
-5%
清仓
ILMN
ILLUMINA INC
-$268.1K
0
-100%
减持
JBL
JABIL INC
-$266.0K
4,198
-49%
增持
IEF
ISHARES TR
+$264.6K
82,429
+6%
建仓
IWD
ISHARES TR
+$262.9K
1,666
增持
FDIS
FIDELITY COVINGTON TRUST
+$261.6K
23,221
+6%
减持
VB
VANGUARD INDEX FDS
-$254.1K
2,102
-41%
减持
CSCO
CISCO SYS INC
-$242.6K
151,240
-2%
减持
PNC
PNC FINL SVCS GROUP INC
-$236.1K
69,111
-2%
建仓
IWN
ISHARES TR
+$232.5K
1,651
增持
BAB
INVESCO EXCH TRADED FD TR II
+$216.3K
134,131
+8%
减持
UNP
UNION PAC CORP
+$212.6K
73,433
-0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$209.9K
31,204
+0%
减持
PAYX
PAYCHEX INC
-$208.8K
28,651
-4%
建仓
VCR
VANGUARD WORLD FDS
+$207.3K
732
清仓
IGSB
ISHARES TR
-$203.5K
0
-100%
增持
IJH
ISHARES TR
+$202.3K
2,691
+34%
清仓
DRI
DARDEN RESTAURANTS INC
-$200.6K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$196.5K
144,698
+2%
增持
AXP
AMERICAN EXPRESS CO
+$190.1K
12,897
+3%
清仓
VOD
VODAFONE GROUP PLC NEW
-$185.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$184.9K
42,548
+2%
增持
MDLZ
MONDELEZ INTL INC
+$182.1K
49,415
+1%
增持
IQV
IQVIA HLDGS INC
+$170.7K
6,065
+1%
减持
GILD
GILEAD SCIENCES INC
-$163.5K
10,982
-10%
减持
VUG
VANGUARD INDEX FDS
+$160.7K
6,725
-4%
增持
FIDU
FIDELITY COVINGTON TRUST
+$157.5K
26,021
+4%
增持
SBUX
STARBUCKS CORP
-$156.9K
42,778
+1%
减持
PFE
PFIZER INC
-$156.5K
24,126
-5%
减持
LLY
LILLY ELI & CO
+$146.8K
3,240
-19%
增持
TXN
TEXAS INSTRS INC
-$145.2K
28,877
+1%
减持
APD
AIR PRODS & CHEMS INC
+$142.0K
13,061
-1%
减持
COST
COSTCO WHSL CORP NEW
+$138.7K
4,046
-1%
增持
KO
COCA COLA CO
-$131.2K
87,480
+0%
减持
GNRC
GENERAC HLDGS INC
+$130.0K
3,287
-1%
增持
TSLA
TESLA INC
+$129.6K
1,925
+7%
增持
ADI
ANALOG DEVICES INC
-$127.6K
108,853
+1%
增持
IEMG
ISHARES INC
+$125.0K
63,258
+3%
增持
CHE
CHEMED CORP NEW
+$122.9K
18,397
+1%
增持
FNCL
FIDELITY COVINGTON TRUST
+$122.8K
35,056
+4%
增持
DLR
DIGITAL RLTY TR INC
+$119.0K
7,168
+1%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$118.9K
358
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$111.0K
5,216
+2%
减持
FMAT
FIDELITY COVINGTON TRUST
-$110.3K
10,281
-21%
减持
TSCO
TRACTOR SUPPLY CO
-$110.0K
3,492
-7%
增持
WMT
WALMART INC
+$109.8K
3,545
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$105.9K
55,786
-1%
增持
ECL
ECOLAB INC
+$103.1K
4,597
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$97.5K
2,780
-22%
减持
VYM
VANGUARD WHITEHALL FDS
-$96.7K
11,080
-8%
增持
IWF
ISHARES TR
+$96.1K
2,228
+5%
增持
IT
GARTNER INC
+$95.3K
3,485
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$93.7K
213,967
+0%
