小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 99
减持 36
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$23.7M
612,575
+965%
增持
AAPL
APPLE INC
+$17.6M
357,986
+6%
增持
MSFT
MICROSOFT CORP
+$10.6M
209,104
+6%
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
+$8.6M
222,636
+5%
增持
AMZN
AMAZON COM INC
+$5.7M
235,717
+7%
增持
ADI
ANALOG DEVICES INC
+$4.2M
98,397
+7%
增持
META
META PLATFORMS INC
+$3.9M
75,260
+7%
建仓
IGIB
ISHARES TR
+$3.8M
74,495
增持
TJX
TJX COS INC NEW
+$3.7M
250,588
+7%
增持
INTC
INTEL CORP
-$3.7M
313,766
+4%
建仓
FBNC
FIRST BANCORP N C
+$3.6M
111,772
增持
—
NXP SEMICONDUCTORS N V
+$3.4M
94,107
+6%
减持
IEF
ISHARES TR
-$3.1M
42,137
-43%
增持
GOOGL
ALPHABET INC
+$2.9M
63,800
+10%
增持
NEE
NEXTERA ENERGY INC
+$2.6M
280,992
+4%
增持
CASY
CASEYS GEN STORES INC
+$2.5M
27,957
+8%
增持
—
ASML HOLDING N V
+$2.4M
20,438
+7%
增持
LOW
LOWES COS INC
-$2.4M
113,309
+6%
增持
DEO
DIAGEO PLC
-$1.9M
100,322
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
182,267
+4%
增持
RTX
RTX CORPORATION
+$1.7M
186,657
+7%
建仓
AUB
ATLANTIC UN BANKSHARES CORP
+$1.7M
50,885
增持
ELV
ELEVANCE HEALTH INC
+$1.6M
30,270
+6%
增持
SPGI
S&P GLOBAL INC
+$1.6M
35,974
+6%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
147,587
+5%
增持
—
ARISTA NETWORKS INC
+$1.4M
15,083
+13%
建仓
SNPS
SYNOPSYS INC
+$1.3M
2,258
增持
MKL
MARKEL GROUP INC
+$1.3M
8,855
+7%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.3M
33,547
+7%
建仓
CVS
CVS HEALTH CORP
+$1.2M
20,144
增持
—
LINDE PLC
+$1.1M
44,761
+12%
增持
HON
HONEYWELL INTL INC
+$1.1M
65,878
+4%
减持
AVGO
BROADCOM INC
+$1.1M
6,597
-8%
增持
—
MEDTRONIC PLC
-$1.1M
156,766
+2%
增持
DG
DOLLAR GEN CORP NEW
-$1.0M
66,053
+5%
增持
XYL
XYLEM INC
+$1.0M
78,384
+6%
增持
—
ACCENTURE PLC IRELAND
-$1.0M
47,192
+7%
增持
CHE
CHEMED CORP NEW
-$972.8K
16,209
+7%
减持
DUK
DUKE ENERGY CORP NEW
-$879.6K
47,772
-18%
增持
FTEC
FIDELITY COVINGTON TRUST
+$856.7K
45,245
+2%
增持
BN
BROOKFIELD CORP
+$749.6K
414,703
+5%
增持
ADBE
ADOBE INC
+$695.4K
6,182
+14%
增持
PGR
PROGRESSIVE CORP
+$620.3K
6,274
+90%
减持
—
EATON CORP PLC
-$585.1K
14,934
-11%
增持
WMT
WALMART INC
+$583.1K
63,763
+3%
增持
MCO
MOODYS CORP
+$581.6K
8,762
+11%
减持
JNJ
JOHNSON & JOHNSON
-$555.6K
43,338
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$552.3K
95,002
+5%
增持
PEP
PEPSICO INC
-$544.7K
122,898
+3%
清仓
GNRC
GENERAC HLDGS INC
-$529.8K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$493.7K
119,431
+4%
增持
UNP
UNION PAC CORP
-$475.7K
74,731
+6%
增持
ABT
ABBOTT LABS
+$455.7K
166,397
+12%
增持
AMGN
AMGEN INC
+$430.6K
14,583
+0%
增持
NOC
NORTHROP GRUMMAN CORP
-$423.8K
23,247
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$411.0K
10,143
-34%
增持
LLY
ELI LILLY & CO
+$406.1K
1,559
+21%
减持
CRM
SALESFORCE INC
-$401.7K
4,629
-12%
减持
SO
SOUTHERN CO
-$400.4K
6,103
-50%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$398.7K
10,853
-17%
增持
AME
AMETEK INC
-$384.5K
125,711
+8%
增持
HD
HOME DEPOT INC
-$382.2K
17,770
+5%
清仓
VB
VANGUARD INDEX FDS
-$373.3K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$360.9K
1,181
+13%
建仓
IJR
ISHARES TR
+$350.9K
3,290
增持
SBUX
STARBUCKS CORP
-$324.2K
35,767
+5%
增持
MA
MASTERCARD INCORPORATED
-$322.6K
46,448
+7%
清仓
—
TE CONNECTIVITY LTD
-$321.7K
0
-100%
减持
GL
GLOBE LIFE INC
-$305.9K
3,648
-30%
减持
VO
VANGUARD INDEX FDS
-$295.1K
1,355
-46%
增持
DLR
DIGITAL RLTY TR INC
+$288.2K
10,198
+16%
减持
VGT
VANGUARD WORLD FD
+$285.6K
6,921
-2%
增持
MRK
MERCK & CO INC
-$269.0K
164,338
+5%
增持
QQQ
INVESCO QQQ TR
+$268.4K
2,206
+24%
减持
TXN
TEXAS INSTRS INC
+$262.9K
17,795
-3%
减持
T
AT&T INC
-$261.9K
107,111
-18%
增持
NKE
NIKE INC
-$259.1K
27,470
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$255.7K
2,751
+19%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$254.6K
19,363
+27%
建仓
NUE
NUCOR CORP
+$254.4K
1,609
增持
ABBV
ABBVIE INC
-$246.9K
165,249
+5%
增持
BAC
BANK AMERICA CORP
+$238.4K
107,869
+1%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$236.4K
768
减持
TFC
TRUIST FINL CORP
-$235.2K
9,953
-38%
清仓
VTV
VANGUARD INDEX FDS
-$225.1K
0
-100%
增持
ADSK
AUTODESK INC
+$224.9K
3,924
+37%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$224.0K
1,289
增持
ECL
ECOLAB INC
+$218.6K
6,178
+14%
清仓
DIS
DISNEY WALT CO
-$217.0K
0
-100%
减持
IEFA
ISHARES TR
-$215.6K
104,744
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$206.2K
37,383
-10%
清仓
HDV
ISHARES TR
-$201.4K
0
-100%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$200.9K
107,609
+5%
减持
SHY
ISHARES TR
-$200.5K
74,235
-3%
增持
KO
COCA COLA CO
+$197.0K
59,298
+1%
增持
USB
US BANCORP DEL
-$189.3K
42,657
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$176.1K
12,704
+59%
增持
—
ASTRAZENECA PLC
+$175.2K
15,996
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$173.9K
7,772
-28%
减持
QCOM
QUALCOMM INC
+$172.4K
18,981
-11%
减持
MDLZ
MONDELEZ INTL INC
-$172.1K
31,544
-1%
增持
TRV
TRAVELERS COMPANIES INC
-$169.2K
7,159
+1%
减持
CSCO
CISCO SYS INC
-$165.6K
68,178
-0%
增持
FCOM
FIDELITY COVINGTON TRUST
+$159.2K
58,892
+0%
增持
COP
CONOCOPHILLIPS
+$158.7K
8,260
+34%
增持
MCD
MCDONALDS CORP
-$153.3K
7,906
+3%
增持
PLD
PROLOGIS INC.
-$153.1K
9,072
+1%
增持
INTU
INTUIT
+$152.5K
1,768
+14%
增持
EA
ELECTRONIC ARTS INC
+$150.6K
6,720
+13%
减持
KLAC
KLA CORP
+$146.8K
1,232
-1%
增持
STZ
CONSTELLATION BRANDS INC
+$146.7K
64,881
+7%
增持
IQV
IQVIA HLDGS INC
-$144.3K
10,016
+12%
减持
IWP
ISHARES TR
-$144.3K
10,002
-9%
增持
CAT
CATERPILLAR INC
-$143.0K
8,676
+5%
增持
TYL
TYLER TECHNOLOGIES INC
+$141.6K
1,492
+4%
增持
CME
CME GROUP INC
-$141.4K
7,785
+0%
增持
FMAT
FIDELITY COVINGTON TRUST
+$132.4K
13,313
+33%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$131.2K
8,982
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$128.7K
41,583
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$128.4K
9,897
+21%
增持
IT
GARTNER INC
+$118.2K
4,646
+13%
增持
—
BROOKFIELD RENEWABLE CORP
+$114.7K
26,470
+2%
增持
EOG
EOG RES INC
+$111.2K
6,409
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$106.3K
9,209
+10%
减持
IEMG
ISHARES INC
+$105.2K
69,897
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$105.2K
168,820
+1%
增持
CMCSA
COMCAST CORP NEW
-$103.7K
25,986
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$100.6K
60,928
+5%
增持
IWF
ISHARES TR
+$97.9K
2,925
+2%
增持
APD
AIR PRODS & CHEMS INC
+$97.5K
6,143
+0%
增持
WFC
WELLS FARGO CO NEW
+$90.4K
41,761
+1%
增持
MS
MORGAN STANLEY
+$84.7K
16,207
+2%
减持
FIDU
FIDELITY COVINGTON TRUST
-$78.6K
30,714
-0%
增持
—
BLACKROCK INC
-$76.5K
2,192
+1%
增持
IUSB
ISHARES TR
+$73.3K
228,707
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$72.7K
1,430
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$70.3K
4,738
+1%
减持
ENB
ENBRIDGE INC
-$70.1K
60,162
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$68.6K
3,990
-4%
增持
V
VISA INC
+$67.2K
106,180
+7%
减持
YUM
YUM BRANDS INC
-$66.5K
6,013
-3%
减持
NOW
SERVICENOW INC
-$64.9K
301
-24%
增持
VOO
VANGUARD INDEX FDS
+$63.7K
1,251
+7%
减持
FNCL
FIDELITY COVINGTON TRUST
-$63.3K
40,546
-0%
减持
COST
COSTCO WHSL CORP NEW
+$62.1K
591
-2%
减持
XLI
SELECT SECTOR SPDR TR
-$62.0K
6,988
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$61.8K
1,601
-21%
减持
VUG
VANGUARD INDEX FDS
-$61.6K
5,831
-10%
增持
IEI
ISHARES TR
+$57.7K
46,227
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
+$54.8K
25,990
+1%
