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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 17
减持 94
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$33.1M
337,276
-29%
减持
MSFT
MICROSOFT CORP
-$19.5M
196,883
-28%
减持
NVDA
NVIDIA CORPORATION
+$15.6M
57,498
-22%
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。
减持
SPY
SPDR S&P 500 ETF TR
-$13.0M
3,491
-89%
减持
GOOG
ALPHABET INC
-$8.9M
211,689
-28%
减持
—
TE CONNECTIVITY LTD
-$8.8M
2,215
-97%
建仓
CASY
CASEYS GEN STORES INC
+$8.2M
25,800
减持
CVX
CHEVRON CORP NEW
-$7.6M
115,302
-33%
减持
INTC
INTEL CORP
-$6.8M
302,860
-24%
减持
V
VISA INC
-$6.2M
99,620
-24%
清仓
—
AMERICAN NATL BANKSHARES INC
-$6.1M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$5.6M
34,011
-25%
清仓
EFA
ISHARES TR
-$5.4M
0
-100%
减持
TJX
TJX COS INC NEW
-$5.4M
235,107
-25%
减持
ADI
ANALOG DEVICES INC
-$5.2M
92,161
-22%
减持
ROP
ROPER TECHNOLOGIES INC
-$5.2M
31,441
-25%
减持
AVGO
BROADCOM INC
-$5.0M
7,171
-45%
减持
HON
HONEYWELL INTL INC
-$4.8M
63,068
-26%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.8M
90,589
-25%
减持
—
ACCENTURE PLC IRELAND
-$4.7M
44,223
-22%
减持
BN
BROOKFIELD CORP
-$4.4M
393,532
-24%
清仓
FBNC
FIRST BANCORP N C
-$4.2M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.1M
39,343
-23%
减持
SHY
ISHARES TR
-$4.1M
76,569
-39%
减持
ABT
ABBOTT LABS
-$4.1M
148,114
-22%
减持
ABBV
ABBVIE INC
-$4.0M
157,004
-25%
减持
—
NXP SEMICONDUCTORS N V
-$4.0M
88,492
-22%
减持
PG
PROCTER AND GAMBLE CO
-$3.8M
141,054
-23%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$3.8M
0
-100%
建仓
TLT
ISHARES TR
+$3.8M
40,135
减持
CSCO
CISCO SYS INC
-$3.8M
68,218
-52%
减持
MA
MASTERCARD INCORPORATED
-$3.8M
43,220
-25%
建仓
MBB
ISHARES TR
+$3.7M
40,104
减持
AME
AMETEK INC
-$3.7M
116,686
-23%
减持
DEO
DIAGEO PLC
-$3.7M
97,930
-22%
清仓
VMC
VULCAN MATLS CO
-$3.2M
0
-100%
减持
—
LINDE PLC
-$2.9M
39,876
-24%
减持
JPM
JPMORGAN CHASE & CO
-$2.8M
174,704
-21%
减持
AMZN
AMAZON COM INC
-$2.8M
220,948
-21%
减持
PEP
PEPSICO INC
-$2.8M
118,931
-14%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.8M
4,135
-81%
减持
LOW
LOWES COS INC
-$2.8M
107,356
-21%
减持
NOC
NORTHROP GRUMMAN CORP
-$2.7M
22,058
-22%
清仓
GIS
GENERAL MLS INC
-$2.6M
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$2.4M
60,884
-22%
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
43,554
-26%
减持
—
MEDTRONIC PLC
-$2.2M
153,686
-19%
减持
COST
COSTCO WHSL CORP NEW
-$2.2M
601
-85%
减持
RTX
RTX CORPORATION
-$2.2M
174,697
-24%
减持
QCOM
QUALCOMM INC
-$2.1M
21,312
-46%
减持
UNP
UNION PAC CORP
-$2.1M
70,688
-11%
减持
PNC
PNC FINL SVCS GROUP INC
-$2.1M
57,998
-21%
清仓
IWR
ISHARES TR
-$2.1M
0
-100%
减持
MRK
MERCK & CO INC
-$2.1M
156,227
-25%
减持
NSC
NORFOLK SOUTHN CORP
-$2.0M
1,490
-85%
减持
APD
AIR PRODS & CHEMS INC
-$1.9M
6,140
-51%
减持
CHE
CHEMED CORP NEW
-$1.8M
15,216
-23%
减持
XYL
XYLEM INC
-$1.8M
74,293
-25%
减持
NEE
NEXTERA ENERGY INC
-$1.7M
270,053
-13%
增持
MKL
MARKEL GROUP INC
+$1.6M
8,314
+7%
减持
ENB
ENBRIDGE INC
-$1.6M
61,118
-43%
清仓
COF
CAPITAL ONE FINL CORP
-$1.6M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$1.6M
18,362
-34%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$1.5M
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$1.5M
62,692
-24%
减持
KO
COCA COLA CO
-$1.5M
58,472
-32%
减持
IUSB
ISHARES TR
-$1.4M
225,244
-11%
减持
IVV
ISHARES TR
-$1.3M
1,781
-62%
减持
IEF
ISHARES TR
-$1.3M
74,034
-14%
增持
—
EXXON MOBIL CORP
+$1.3M
54,268
+8%
减持
HD
HOME DEPOT INC
-$1.2M
16,943
-24%
减持
MDLZ
MONDELEZ INTL INC
-$1.2M
31,948
-33%
清仓
GVI
ISHARES TR
-$1.2M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
8,822
+183%
清仓
OTIS
OTIS WORLDWIDE CORP
-$1.1M
0
-100%
减持
META
META PLATFORMS INC
+$1.1M
70,033
-25%
减持
AMGN
AMGEN INC
-$1.1M
14,512
-20%
减持
SBUX
STARBUCKS CORP
-$1.1M
34,016
-22%
增持
GOOGL
ALPHABET INC
+$1.1M
58,087
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$1.0M
4,711
-33%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.0M
15,227
减持
MCD
MCDONALDS CORP
-$995.5K
7,690
-28%
减持
—
EATON CORP PLC
-$935.1K
16,846
-35%
建仓
WM
WASTE MGMT INC DEL
+$899.1K
4,218
减持
—
BROOKFIELD RENEWABLE CORP
-$892.7K
25,907
-51%
减持
IEI
ISHARES TR
-$865.8K
45,593
-13%
清仓
—
SPLUNK INC
-$862.1K
0
-100%
减持
LLY
ELI LILLY & CO
-$847.7K
1,292
-59%
减持
BAC
BANK AMERICA CORP
-$834.1K
106,844
-26%
清仓
IJR
ISHARES TR
-$821.5K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$818.1K
0
-100%
清仓
MUB
ISHARES TR
-$804.3K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$786.0K
6,175
清仓
HOFT
HOOKER FURNISHINGS CORPORATI
-$727.1K
0
-100%
减持
PAYX
PAYCHEX INC
-$705.2K
16,591
-28%
减持
ISRG
INTUITIVE SURGICAL INC
-$705.1K
742
-75%
清仓
CL
COLGATE PALMOLIVE CO
-$696.7K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$690.9K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$682.9K
3,302
增持
IQV
IQVIA HLDGS INC
+$682.5K
8,945
+31%
清仓
D
DOMINION ENERGY INC
-$673.7K
0
-100%
减持
CME
CME GROUP INC
-$656.2K
7,766
-30%
增持
SO
SOUTHERN CO
+$652.8K
12,180
+286%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$616.0K
167,040
-28%
减持
CMCSA
COMCAST CORP NEW
-$590.5K
25,867
-34%
减持
EMR
EMERSON ELEC CO
-$589.4K
25,105
-29%
减持
WFC
WELLS FARGO CO NEW
-$586.6K
41,231
-32%
减持
VZ
VERIZON COMMUNICATIONS INC
-$573.8K
41,655
-32%
清仓
ITA
ISHARES TR
-$561.8K
0
-100%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$561.3K
102,223
+10%
增持
AXP
AMERICAN EXPRESS CO
+$548.6K
13,183
+1%
增持
FNCL
FIDELITY COVINGTON TRUST
+$546.4K
40,615
+17%
建仓
MPC
MARATHON PETE CORP
+$543.7K
2,698
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$542.6K
0
-100%
增持
FIDU
FIDELITY COVINGTON TRUST
+$502.6K
30,767
+19%
减持
PLD
PROLOGIS INC.
-$497.4K
9,000
-28%
清仓
NPV
NUVEEN VIRGINIA QLTY MUNCPL
-$495.9K
0
-100%
减持
USB
US BANCORP DEL
-$485.5K
42,120
-23%
增持
MELI
MERCADOLIBRE INC
+$481.5K
1,045
+49%
减持
UNH
UNITEDHEALTH GROUP INC
-$477.6K
2,315
-25%
减持
—
ASTRAZENECA PLC
-$473.7K
15,828
-31%
减持
—
ARISTA NETWORKS INC
+$473.6K
13,390
-8%
减持
CAT
CATERPILLAR INC
+$468.9K
8,277
-5%
减持
NKE
NIKE INC
-$462.9K
24,787
-4%
增持
ADBE
ADOBE INC
-$447.2K
5,428
+2%
减持
TFC
TRUIST FINL CORP
-$442.2K
15,954
-45%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$438.7K
15,347
+100%
增持
IEMG
ISHARES INC
+$428.3K
70,472
+11%
减持
—
BLACKROCK INC
-$420.2K
2,161
-21%
清仓
IWM
ISHARES TR
-$408.2K
0
-100%
减持
IEFA
ISHARES TR
+$394.6K
105,418
-0%
减持
VO
VANGUARD INDEX FDS
-$392.8K
2,494
-43%
减持
TRV
TRAVELERS COMPANIES INC
-$367.0K
7,061
-32%
清仓
PFE
PFIZER INC
-$343.4K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$318.4K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$314.9K
58,606
-5%
清仓
JBL
JABIL INC
-$312.1K
0
-100%
清仓
SYY
SYSCO CORP
-$312.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$309.5K
1,776
+52%
增持
IJH
ISHARES TR
-$306.8K
6,530
+157%
建仓
NOW
SERVICENOW INC
+$301.7K
396
减持
ELV
ELEVANCE HEALTH INC
-$299.4K
28,511
-11%
减持
FCOM
FIDELITY COVINGTON TRUST
+$287.0K
58,853
-0%
减持
VTI
VANGUARD INDEX FDS
+$281.3K
14,141
-1%
减持
T
AT&T INC
-$278.8K
131,183
-15%
清仓
IWO
ISHARES TR
-$278.5K
0
-100%
增持
CRM
SALESFORCE INC
+$277.6K
5,286
+6%
减持
TSLA
TESLA INC
-$277.1K
2,931
-8%
清仓
NUE
NUCOR CORP
-$269.3K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$263.3K
6,037
