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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 69
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
DG
DOLLAR GEN CORP NEW
+$8.1M
76,930
增持
AAPL
APPLE INC
-$5.7M
459,408
+6%
增持
RTX
RTX CORPORATION
-$4.9M
222,958
+4%
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
GOOG
ALPHABET INC
+$4.3M
285,289
+4%
减持
LOW
LOWES COS INC
-$4.3M
130,517
-6%
增持
MSFT
MICROSOFT CORP
-$3.8M
264,981
+3%
增持
ABBV
ABBVIE INC
+$3.8M
206,733
+3%
增持
NEE
NEXTERA ENERGY INC
+$3.7M
252,589
+75%
减持
MKL
MARKEL GROUP INC
-$3.1M
7,441
-27%
清仓
TGT
TARGET CORP
-$3.0M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$2.9M
171,367
+4%
增持
ELV
ELEVANCE HEALTH INC
+$2.9M
30,431
+30%
清仓
ABBNY
ABB LTD
-$2.9M
0
-100%
增持
—
ASML HOLDING N V
-$2.6M
23,587
+3%
增持
META
META PLATFORMS INC
+$2.5M
89,500
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
116,621
+3%
增持
DEO
DIAGEO PLC
-$2.3M
124,774
+4%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
71,177
+4%
减持
D
DOMINION ENERGY INC
-$1.8M
6,266
-85%
增持
MCD
MCDONALDS CORP
+$1.8M
10,609
+212%
增持
WMT
WALMART INC
+$1.8M
14,614
+312%
增持
XYL
XYLEM INC
-$1.7M
95,884
+3%
增持
ABT
ABBOTT LABS
-$1.6M
184,264
+3%
建仓
—
ASTRAZENECA PLC
+$1.6M
23,376
减持
GIS
GENERAL MLS INC
-$1.5M
40,439
-24%
增持
IVV
ISHARES TR
+$1.5M
7,173
+98%
增持
INTC
INTEL CORP
+$1.4M
381,363
+5%
增持
ADI
ANALOG DEVICES INC
-$1.3M
113,685
+4%
减持
—
AMERICAN NATL BANKSHARES INC
-$1.3M
124,702
-40%
增持
—
MEDTRONIC PLC
-$1.3M
187,276
+4%
增持
STZ
CONSTELLATION BRANDS INC
+$1.2M
75,900
+4%
减持
DUK
DUKE ENERGY CORP NEW
-$1.1M
66,889
-15%
增持
MRK
MERCK & CO INC
-$1.1M
204,495
+7%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
55,898
+4%
增持
AME
AMETEK INC
-$1.0M
146,354
+5%
增持
GOOGL
ALPHABET INC
+$988.5K
53,166
+7%
建仓
EOG
EOG RES INC
+$984.4K
7,766
建仓
MS
MORGAN STANLEY
+$972.7K
11,911
建仓
TRV
TRAVELERS COMPANIES INC
+$958.0K
5,866
增持
ROP
ROPER TECHNOLOGIES INC
+$932.9K
40,591
+4%
增持
SPGI
S&P GLOBAL INC
-$875.8K
44,178
+4%
减持
—
EATON CORP PLC
-$860.0K
26,211
-18%
减持
AMGN
AMGEN INC
+$853.9K
18,560
-0%
建仓
MELI
MERCADOLIBRE INC
+$836.8K
660
增持
JPM
JPMORGAN CHASE & CO
+$815.4K
221,128
+3%
增持
FENY
FIDELITY COVINGTON TRUST
+$808.0K
55,767
+113%
增持
VTI
VANGUARD INDEX FDS
+$736.8K
13,799
+39%
减持
TXN
TEXAS INSTRS INC
-$727.9K
28,114
-3%
增持
—
TE CONNECTIVITY LTD
-$684.2K
63,269
+4%
增持
HON
HONEYWELL INTL INC
-$671.7K
83,365
+8%
建仓
INTU
INTUIT
+$652.5K
1,277
减持
—
BROOKFIELD RENEWABLE CORP
-$649.8K
75,333
-3%
减持
JNJ
JOHNSON & JOHNSON
-$627.6K
60,913
-0%
增持
PEP
PEPSICO INC
-$610.3K
133,207
+6%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$592.2K
762
+113%
减持
AVGO
BROADCOM INC
-$576.0K
14,154
-0%
增持
UNP
UNION PAC CORP
+$573.7K
76,608
+4%
减持
HD
HOME DEPOT INC
-$557.9K
22,720
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$547.9K
22,087
-1%
减持
PAYX
PAYCHEX INC
-$539.2K
23,116
-19%
减持
SCHX
SCHWAB STRATEGIC TR
-$527.8K
8,038
-55%
减持
ENB
ENBRIDGE INC
-$526.2K
113,749
-2%
增持
—
LINDE PLC
+$513.7K
50,299
+5%
增持
—
ACCENTURE PLC IRELAND
+$507.7K
55,157
+4%
增持
AMZN
AMAZON COM INC
+$451.1K
270,334
+4%
减持
FTEC
FIDELITY COVINGTON TRUST
-$406.4K
49,191
-0%
减持
KO
COCA COLA CO
-$406.1K
86,858
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$405.3K
51,508
-8%
增持
V
VISA INC
+$377.9K
126,292
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$376.1K
7,243
-0%
增持
TSLA
TESLA INC
+$373.1K
3,505
+82%
建仓
VOO
VANGUARD INDEX FDS
+$366.0K
932
减持
QCOM
QUALCOMM INC
-$349.3K
40,816
-0%
减持
TJX
TJX COS INC NEW
-$347.2K
301,212
-6%
减持
AXP
AMERICAN EXPRESS CO
-$337.9K
12,794
-1%
减持
BAC
BANK AMERICA CORP
-$327.1K
161,917
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$326.8K
16,985
+67%
减持
AEP
AMERICAN ELEC PWR CO INC
-$324.4K
30,616
-2%
减持
GVI
ISHARES TR
-$318.5K
12,439
-19%
增持
NKE
NIKE INC
-$314.5K
24,670
+2%
减持
FHLC
FIDELITY COVINGTON TRUST
-$314.2K
44,218
-7%
减持
MUB
ISHARES TR
-$308.5K
7,419
-26%
清仓
AGG
ISHARES TR
-$307.3K
0
-100%
减持
IEMG
ISHARES INC
-$298.8K
59,238
-6%
增持
SBUX
STARBUCKS CORP
-$293.6K
43,213
+1%
减持
SHV
ISHARES TR
-$291.0K
1,840
-59%
减持
—
EXXON MOBIL CORP
+$289.9K
51,446
-4%
清仓
VTEB
VANGUARD MUN BD FDS
-$286.3K
0
-100%
增持
FCOM
FIDELITY COVINGTON TRUST
+$284.8K
58,972
+15%
清仓
DWM
WISDOMTREE TR
-$281.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$274.2K
4,341
+7%
减持
CSCO
CISCO SYS INC
+$268.4K
150,557
-0%
减持
VGT
VANGUARD WORLD FDS
-$268.0K
7,284
-2%
建仓
SO
SOUTHERN CO
+$257.3K
3,975
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$255.4K
0
-100%
增持
—
SPLUNK INC
+$251.8K
5,409
+6%
增持
NFLX
NETFLIX INC
+$247.7K
1,413
+118%
增持
—
NXP SEMICONDUCTORS N V
+$246.3K
109,914
+4%
减持
—
LABORATORY CORP AMER HLDGS
-$242.4K
1,483
-34%
减持
CAT
CATERPILLAR INC
+$237.2K
9,756
-1%
清仓
IWN
ISHARES TR
-$232.5K
0
-100%
增持
ADBE
ADOBE INC
+$229.7K
5,117
+5%
减持
APD
AIR PRODS & CHEMS INC
-$229.3K
12,995
-1%
增持
EFA
ISHARES TR
-$224.4K
71,891
+1%
减持
C
CITIGROUP INC
-$223.2K
37,345
-2%
减持
EMR
EMERSON ELEC CO
+$222.6K
36,442
-0%
建仓
VV
VANGUARD INDEX FDS
+$222.5K
1,137
增持
IEFA
ISHARES TR
-$222.3K
106,083
+2%
增持
PG
PROCTER AND GAMBLE CO
-$221.7K
178,556
+3%
增持
BN
BROOKFIELD CORP
-$220.5K
509,030
+6%
建仓
SCHD
SCHWAB STRATEGIC TR
+$220.4K
3,115
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$218.1K
87,877
+6%
清仓
DIS
DISNEY WALT CO
-$215.0K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$210.8K
1,270
清仓
VCR
VANGUARD WORLD FDS
-$207.3K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$206.9K
0
-100%
增持
IEF
ISHARES TR
-$203.1K
84,720
+3%
建仓
DE
DEERE & CO
+$202.8K
537
减持
MDLZ
MONDELEZ INTL INC
-$199.1K
49,067
-1%
增持
SHY
ISHARES TR
+$192.8K
25,973
+10%
减持
HOFT
HOOKER FURNISHINGS CORPORATI
-$192.3K
29,140
-28%
减持
T
AT&T INC
-$188.5K
156,796
-2%
增持
IUSB
ISHARES TR
-$184.1K
247,404
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$176.0K
27,329
+5%
减持
LLY
ELI LILLY & CO
+$174.1K
3,153
-3%
增持
USIG
ISHARES TR
-$170.8K
160,016
+2%
减持
WFC
WELLS FARGO CO NEW
-$161.2K
45,491
-4%
减持
TFC
TRUIST FINL CORP
-$152.2K
22,360
-14%
增持
ISRG
INTUITIVE SURGICAL INC
-$149.5K
3,051
+0%
减持
—
CHUBB LIMITED
+$148.7K
11,280
-1%
减持
PFE
PFIZER INC
-$148.5K
22,206
-8%
增持
IEI
ISHARES TR
+$134.6K
51,373
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$131.2K
3,586
+29%
增持
DLR
DIGITAL RLTY TR INC
+$130.6K
7,824
+9%
增持
PLD
PROLOGIS INC.
-$126.1K
12,769
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$123.5K
13,681
-1%
减持
CME
CME GROUP INC
+$123.2K
11,367
-2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$113.3K
9,127
-16%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$110.8K
237,846
-1%
减持
JBL
JABIL INC
-$110.7K
2,698
-36%
增持
PNC
PNC FINL SVCS GROUP INC
+$107.0K
71,772
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$105.8K
22,621
-5%
减持
YUM
YUM BRANDS INC
-$99.1K
6,098
-2%
减持
NSC
NORFOLK SOUTHN CORP
-$98.9K
2,935
-2%
增持
GNRC
GENERAC HLDGS INC
-$98.6K
3,594
+9%
减持
VYM
VANGUARD WHITEHALL FDS
-$97.9K
10,428
-6%
增持
MCO
MOODYS CORP
-$94.6K
7,075
+6%
清仓
—
SIRIUS XM HOLDINGS INC
-$94.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$93.8K
49,063
+3%
减持
TSCO
TRACTOR SUPPLY CO
-$93.3K
3,343
-4%
