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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 90
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$18.7M
272,160
+3%
增持
AAPL
APPLE INC
+$12.3M
472,447
+3%
增持
AMZN
AMAZON COM INC
+$8.3M
280,728
+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
SHY
ISHARES TR
+$8.3M
126,497
+387%
清仓
USIG
ISHARES TR
-$7.7M
0
-100%
增持
INTC
INTEL CORP
+$6.6M
400,562
+5%
增持
META
META PLATFORMS INC
+$6.0M
92,937
+4%
增持
JPM
JPMORGAN CHASE & CO
+$5.7M
222,242
+1%
增持
NVDA
NVIDIA CORPORATION
+$5.4M
73,427
+3%
增持
BN
BROOKFIELD CORP
+$5.0M
521,220
+2%
增持
V
VISA INC
+$5.0M
130,727
+4%
增持
—
ASML HOLDING N V
+$4.5M
24,349
+3%
增持
NEE
NEXTERA ENERGY INC
+$4.5M
311,709
+23%
增持
—
NXP SEMICONDUCTORS N V
+$4.0M
113,037
+3%
增持
SPGI
S&P GLOBAL INC
+$3.9M
45,502
+3%
增持
UNP
UNION PAC CORP
+$3.9M
79,196
+3%
增持
GOOG
ALPHABET INC
+$3.6M
292,137
+2%
增持
ADI
ANALOG DEVICES INC
+$3.5M
118,067
+4%
增持
AME
AMETEK INC
+$3.4M
151,867
+4%
建仓
VMC
VULCAN MATLS CO
+$3.2M
14,030
增持
ROP
ROPER TECHNOLOGIES INC
+$3.2M
41,885
+3%
增持
RTX
RTX CORPORATION
+$3.2M
228,381
+2%
增持
DG
DOLLAR GEN CORP NEW
+$3.1M
82,977
+8%
增持
ABT
ABBOTT LABS
+$3.1M
190,330
+3%
增持
CVX
CHEVRON CORP NEW
-$3.1M
173,016
+1%
增持
—
ACCENTURE PLC IRELAND
+$3.0M
56,962
+3%
增持
LOW
LOWES COS INC
+$3.0M
135,337
+4%
减持
AVGO
BROADCOM INC
+$2.7M
12,980
-8%
增持
—
LINDE PLC
+$2.7M
52,157
+4%
增持
XYL
XYLEM INC
+$2.7M
99,693
+4%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.6M
73,850
+3%
增持
TJX
TJX COS INC NEW
+$2.5M
311,742
+3%
增持
MA
MASTERCARD INCORPORATED
+$2.4M
57,608
+3%
增持
HON
HONEYWELL INTL INC
+$2.4M
84,795
+2%
建仓
USB
US BANCORP DEL
+$2.4M
54,723
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
31,156
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.1M
50,837
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
120,294
+3%
增持
ELV
ELEVANCE HEALTH INC
+$1.8M
31,987
+5%
增持
NSC
NORFOLK SOUTHN CORP
+$1.8M
10,168
+246%
增持
ABBV
ABBVIE INC
+$1.8M
210,548
+2%
增持
CHE
CHEMED CORP NEW
+$1.6M
19,838
+4%
增持
MRK
MERCK & CO INC
+$1.6M
207,975
+2%
建仓
COF
CAPITAL ONE FINL CORP
+$1.6M
12,048
清仓
C
CITIGROUP INC
-$1.5M
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$1.5M
26,718
增持
WMT
WALMART INC
+$1.5M
24,544
+68%
增持
—
BLACKROCK INC
+$1.5M
2,737
+152%
增持
—
TE CONNECTIVITY LTD
+$1.3M
64,757
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.3M
28,397
+4%
减持
QCOM
QUALCOMM INC
+$1.2M
39,753
-3%
增持
WFC
WELLS FARGO CO NEW
+$1.1M
60,470
+33%
建仓
OTIS
OTIS WORLDWIDE CORP
+$1.1M
12,437
增持
PEP
PEPSICO INC
+$1.0M
139,028
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$1.0M
10,457
+78%
减持
—
EXXON MOBIL CORP
-$1.0M
50,421
-2%
减持
FBNC
FIRST BANCORP N C
+$1.0M
113,742
-0%
减持
FTEC
FIDELITY COVINGTON TRUST
+$975.5K
48,890
-1%
增持
—
MEDTRONIC PLC
+$935.0K
189,487
+1%
减持
CSCO
CISCO SYS INC
-$914.6K
142,100
-6%
增持
IUSB
ISHARES TR
+$863.1K
253,496
+2%
减持
IVV
ISHARES TR
-$851.3K
4,667
-35%
增持
—
ARISTA NETWORKS INC
+$847.7K
14,476
+4%
减持
HD
HOME DEPOT INC
+$845.1K
22,248
-2%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$804.3K
92,958
+6%
增持
GOOGL
ALPHABET INC
+$750.2K
55,176
+4%
增持
IT
GARTNER INC
+$712.2K
4,402
+19%
增持
PG
PROCTER AND GAMBLE CO
+$685.2K
182,404
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$652.4K
61,582
+20%
增持
MCO
MOODYS CORP
+$649.1K
7,389
+4%
减持
—
EATON CORP PLC
+$612.4K
25,756
-2%
减持
IEFA
ISHARES TR
+$603.1K
105,608
-0%
建仓
IWB
ISHARES TR
+$580.6K
2,214
增持
ADBE
ADOBE INC
+$577.0K
5,341
+4%
增持
MS
MORGAN STANLEY
+$564.4K
16,484
+38%
增持
AXP
AMERICAN EXPRESS CO
+$544.3K
13,094
+2%
增持
IEF
ISHARES TR
+$534.2K
86,043
+2%
建仓
NPV
NUVEEN VIRGINIA QLTY MUNCPL
+$495.9K
46,002
减持
HBAN
HUNTINGTON BANCSHARES INC
+$472.7K
231,623
-3%
减持
VGT
VANGUARD WORLD FDS
+$466.1K
7,207
-1%
增持
VTI
VANGUARD INDEX FDS
+$462.9K
14,307
+4%
减持
BAC
BANK AMERICA CORP
+$452.7K
145,115
-10%
减持
EFA
ISHARES TR
+$448.3K
71,706
-0%
增持
NKE
NIKE INC
+$433.4K
25,719
+4%
建仓
ORCL
ORACLE CORP
+$432.3K
4,100
增持
TFC
TRUIST FINL CORP
+$424.3K
28,823
+29%
增持
D
DOMINION ENERGY INC
+$393.9K
14,335
+129%
减持
PFE
PFIZER INC
-$393.0K
11,929
-46%
增持
IEMG
ISHARES INC
+$388.9K
63,426
+7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$388.0K
7,671
-43%
增持
FHLC
FIDELITY COVINGTON TRUST
+$371.0K
47,144
+7%
增持
MCD
MCDONALDS CORP
+$368.7K
10,669
+1%
增持
DEO
DIAGEO PLC
-$357.8K
125,333
+0%
增持
ADSK
AUTODESK INC
+$349.8K
3,626
+41%
建仓
CMI
CUMMINS INC
+$339.0K
1,415
增持
CRM
SALESFORCE INC
+$339.0K
4,995
+4%
增持
IEI
ISHARES TR
+$332.6K
52,471
+2%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$321.5K
141,908
+3%
增持
IQV
IQVIA HLDGS INC
+$303.3K
6,827
+5%
减持
TXN
TEXAS INSTRS INC
+$302.3K
27,999
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$291.9K
10,494
-38%
增持
FCOM
FIDELITY COVINGTON TRUST
+$288.0K
59,035
+0%
减持
—
BROOKFIELD RENEWABLE CORP
-$274.0K
53,118
-29%
减持
APD
AIR PRODS & CHEMS INC
-$269.8K
12,465
-4%
建仓
NUE
NUCOR CORP
+$269.3K
1,547
增持
MELI
MERCADOLIBRE INC
+$261.7K
699
+6%
增持
IWR
ISHARES TR
+$259.7K
26,497
+2%
减持
VUG
VANGUARD INDEX FDS
+$250.4K
6,696
-0%
增持
SBUX
STARBUCKS CORP
+$246.0K
43,642
+1%
减持
JNJ
JOHNSON & JOHNSON
-$242.8K
58,979
-3%
建仓
HE
HAWAIIAN ELEC INDUSTRIES
+$242.0K
17,052
清仓
YUMC
YUM CHINA HLDGS INC
-$241.2K
0
-100%
减持
FNCL
FIDELITY COVINGTON TRUST
+$237.7K
34,849
-0%
增持
IWF
ISHARES TR
+$237.4K
3,065
+18%
减持
PLD
PROLOGIS INC.
+$236.6K
12,524
-2%
减持
T
AT&T INC
+$232.5K
154,230
-2%
建仓
MU
MICRON TECHNOLOGY INC
+$228.6K
2,678
建仓
ITOT
ISHARES TR
+$223.6K
2,125
建仓
VCR
VANGUARD WORLD FDS
+$222.9K
732
减持
AMGN
AMGEN INC
+$219.2K
18,080
-3%
减持
LMT
LOCKHEED MARTIN CORP
+$217.6K
7,015
-3%
建仓
IWN
ISHARES TR
+$217.3K
1,399
增持
FDIS
FIDELITY COVINGTON TRUST
+$212.6K
23,247
+0%
建仓
VHT
VANGUARD WORLD FDS
+$211.8K
845
清仓
LNG
CHENIERE ENERGY INC
-$210.8K
0
-100%
建仓
WEN
WENDYS CO
+$206.9K
10,625
增持
INTU
INTUIT
+$203.1K
1,369
+7%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$201.3K
1,365
建仓
IYH
ISHARES TR
+$200.9K
702
减持
COST
COSTCO WHSL CORP NEW
+$187.6K
4,000
-8%
增持
ECL
ECOLAB INC
+$186.1K
5,087
+5%
减持
FIDU
FIDELITY COVINGTON TRUST
+$179.0K
25,865
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$178.3K
11,249
+8%
减持
KO
COCA COLA CO
+$175.9K
85,489
-2%
增持
DLR
DIGITAL RLTY TR INC
+$173.1K
8,322
+6%
增持
NFLX
NETFLIX INC
+$167.7K
1,440
+2%
减持
HOFT
HOOKER FURNISHINGS CORPORATI
+$160.6K
27,890
-4%
增持
LLY
ELI LILLY & CO
+$159.3K
3,179
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$149.9K
5,216
-0%
增持
IJR
ISHARES TR
+$147.0K
7,589
+6%
清仓
FNB
F N B CORP
-$133.4K
0
-100%
减持
KLAC
KLA CORP
+$130.3K
1,112
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$129.4K
3,082
+4%
减持
—
CHUBB LIMITED
+$123.5K
10,937
-3%
增持
EA
ELECTRONIC ARTS INC
+$119.6K
5,540
+4%
增持
BA
BOEING CO
+$115.6K
1,611
+1%
增持
GNRC
GENERAC HLDGS INC
+$110.1K
3,882
+8%
减持
ISRG
INTUITIVE SURGICAL INC
+$109.6K
2,968
-3%
减持
FENY
FIDELITY COVINGTON TRUST
-$107.4K
55,630
-0%
增持
STZ
CONSTELLATION BRANDS INC
-$104.4K
78,475
+3%
