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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 108
减持 11
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$15.7M
390,796
+9%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$12.1M
167,140
增持
TDG
TRANSDIGM GROUP INC
+$10.2M
7,316
+3855%
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。
清仓
INTC
INTEL CORP
-$9.7M
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$8.7M
0
-100%
建仓
IGSB
ISHARES TR
+$8.4M
159,777
增持
LOW
LOWES COS INC
+$8.3M
123,014
+9%
增持
META
META PLATFORMS INC
+$6.6M
77,782
+3%
清仓
SHY
ISHARES TR
-$6.1M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.0M
97,103
+2%
增持
BN
BROOKFIELD CORP
+$5.4M
425,370
+3%
增持
ABBV
ABBVIE INC
+$5.0M
168,797
+2%
增持
NEE
NEXTERA ENERGY INC
+$4.7M
291,142
+4%
增持
RTX
RTX CORPORATION
+$4.5M
192,210
+3%
增持
—
ACCENTURE PLC IRELAND
+$4.2M
52,358
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.4M
42,717
+3%
增持
—
ASML HOLDING N V
-$3.3M
21,083
+3%
增持
MA
MASTERCARD INCORPORATED
+$3.3M
48,148
+4%
增持
—
MEDTRONIC PLC
+$3.3M
173,168
+10%
增持
SPGI
S&P GLOBAL INC
+$3.0M
36,841
+2%
增持
TJX
TJX COS INC NEW
+$2.8M
258,865
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$2.5M
186,900
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$2.5M
34,240
+728%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.5M
23,916
+3%
增持
—
LINDE PLC
+$2.3M
45,961
+3%
增持
GOOG
ALPHABET INC
-$2.2M
230,849
+4%
增持
V
VISA INC
+$2.2M
109,274
+3%
增持
ABT
ABBOTT LABS
+$2.2M
170,650
+3%
增持
—
NXP SEMICONDUCTORS N V
-$2.1M
96,768
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.1M
62,455
+3%
增持
PG
PROCTER AND GAMBLE CO
+$1.9M
151,337
+3%
清仓
—
BLACKROCK INC
-$1.7M
0
-100%
增持
HD
HOME DEPOT INC
+$1.7M
19,341
+9%
增持
AVGO
BROADCOM INC
+$1.6M
70,404
+967%
建仓
CL
COLGATE PALMOLIVE CO
+$1.5M
14,792
增持
NVDA
NVIDIA CORPORATION
+$1.4M
634,769
+4%
增持
STZ
CONSTELLATION BRANDS INC
+$1.3M
70,007
+8%
增持
WMT
WALMART INC
+$1.3M
70,107
+10%
增持
MRK
MERCK & CO INC
-$1.2M
168,246
+2%
增持
CHE
CHEMED CORP NEW
+$1.2M
16,681
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$1.2M
52,041
+9%
减持
UNP
UNION PAC CORP
+$1.2M
73,501
-2%
减持
DEO
DIAGEO PLC
-$1.2M
81,644
-19%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.1M
110,764
+3%
减持
IEI
ISHARES TR
-$1.1M
35,769
-23%
增持
PEP
PEPSICO INC
+$1.0M
125,103
+2%
增持
JNJ
JOHNSON & JOHNSON
+$971.5K
45,081
+4%
清仓
ADSK
AUTODESK INC
-$970.9K
0
-100%
增持
MSFT
MICROSOFT CORP
-$894.6K
215,116
+3%
增持
IUSB
ISHARES TR
+$894.5K
238,470
+4%
增持
ADI
ANALOG DEVICES INC
+$888.5K
101,441
+3%
增持
AME
AMETEK INC
+$820.5K
126,829
+1%
建仓
IWR
ISHARES TR
+$817.3K
9,273
增持
SBUX
STARBUCKS CORP
+$778.6K
36,548
+2%
增持
—
ARISTA NETWORKS INC
+$768.1K
15,774
+5%
增持
FNCL
FIDELITY COVINGTON TRUST
+$765.1K
48,771
+20%
增持
UNH
UNITEDHEALTH GROUP INC
+$729.3K
3,643
+32%
增持
IEFA
ISHARES TR
+$722.8K
106,744
+2%
增持
MELI
MERCADOLIBRE INC
+$716.4K
1,295
+10%
建仓
FNDX
SCHWAB STRATEGIC TR
+$657.1K
9,157
增持
MCD
MCDONALDS CORP
+$643.8K
8,730
+10%
增持
MCO
MOODYS CORP
+$637.5K
9,115
+4%
增持
AMZN
AMAZON COM INC
+$590.6K
247,641
+5%
增持
MS
MORGAN STANLEY
+$582.6K
20,700
+28%
减持
LMT
LOCKHEED MARTIN CORP
+$545.5K
4,719
-0%
增持
CVX
CHEVRON CORP NEW
-$539.2K
123,190
+3%
增持
KO
COCA COLA CO
+$532.5K
59,933
+1%
增持
QCOM
QUALCOMM INC
-$530.6K
19,112
+1%
减持
AXP
AMERICAN EXPRESS CO
+$516.0K
13,171
-0%
增持
BAC
BANK AMERICA CORP
+$479.0K
120,186
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$474.3K
9,173
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$469.5K
16,291
+65%
增持
AEP
AMERICAN ELEC PWR CO INC
+$465.5K
26,762
+3%
增持
ENB
ENBRIDGE INC
+$457.8K
63,997
+6%
减持
CAT
CATERPILLAR INC
+$451.7K
8,544
-2%
增持
CSCO
CISCO SYS INC
+$420.2K
68,758
+1%
增持
T
AT&T INC
+$392.9K
110,897
+4%
增持
IT
GARTNER INC
+$387.7K
4,882
+5%
增持
TLT
ISHARES TR
+$386.4K
42,136
+3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$378.9K
46,643
+3%
增持
—
EATON CORP PLC
+$372.3K
15,251
+2%
增持
IEMG
ISHARES INC
+$370.6K
71,628
+2%
增持
IGIB
ISHARES TR
+$364.3K
77,865
+5%
增持
TXN
TEXAS INSTRS INC
+$362.9K
18,515
+4%
增持
NKE
NIKE INC
+$362.2K
27,518
+0%
增持
IEF
ISHARES TR
+$360.0K
43,886
+4%
增持
SO
SOUTHERN CO
+$357.3K
9,212
+51%
增持
—
CHUBB LIMITED
+$352.3K
9,157
+2%
增持
IQV
IQVIA HLDGS INC
+$345.1K
10,393
+4%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$342.8K
7,213
增持
QQQ
INVESCO QQQ TR
+$330.7K
2,843
+29%
增持
MBB
ISHARES TR
+$327.4K
42,295
+4%
增持
PGR
PROGRESSIVE CORP
+$326.7K
6,423
+2%
增持
AUB
ATLANTIC UN BANKSHARES CORP
+$320.9K
52,892
+4%
增持
CASY
CASEYS GEN STORES INC
+$316.3K
29,235
+5%
建仓
IWO
ISHARES TR
+$313.5K
1,104
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$303.7K
2,537
增持
FSTA
FIDELITY COVINGTON TRUST
+$298.2K
28,040
+17%
建仓
SCHA
SCHWAB STRATEGIC TR
+$296.6K
5,759
增持
MDLZ
MONDELEZ INTL INC
+$295.2K
32,027
+2%
建仓
VTV
VANGUARD INDEX FDS
+$289.3K
1,657
建仓
FNDF
SCHWAB STRATEGIC TR
+$282.2K
7,553
增持
FIDU
FIDELITY COVINGTON TRUST
+$282.0K
31,728
+3%
建仓
VB
VANGUARD INDEX FDS
+$279.1K
1,177
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$278.7K
659
增持
VTI
VANGUARD INDEX FDS
+$278.2K
14,342
+1%
增持
APD
AIR PRODS & CHEMS INC
+$276.4K
6,252
+2%
增持
—
EXXON MOBIL CORP
+$275.8K
56,332
+2%
增持
FHLC
FIDELITY COVINGTON TRUST
+$274.7K
45,655
+3%
增持
USB
US BANCORP DEL
+$270.1K
42,939
+1%
增持
VOO
VANGUARD INDEX FDS
+$265.5K
1,689
+35%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$258.3K
11,307
+4%
增持
XYL
XYLEM INC
+$257.6K
80,639
+3%
建仓
SDY
SPDR SER TR
+$256.8K
1,808
减持
HBAN
HUNTINGTON BANCSHARES INC
+$255.6K
168,751
-0%
清仓
NUE
NUCOR CORP
-$254.4K
0
-100%
增持
MKL
MARKEL GROUP INC
+$251.0K
9,055
+2%
减持
COP
CONOCOPHILLIPS
-$249.8K
6,601
-20%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$249.5K
8,571
增持
VZ
VERIZON COMMUNICATIONS INC
+$249.0K
39,873
+7%
增持
FCOM
FIDELITY COVINGTON TRUST
+$248.1K
60,349
+2%
增持
FDIS
FIDELITY COVINGTON TRUST
+$247.2K
25,082
+3%
增持
TRV
TRAVELERS COMPANIES INC
+$242.7K
7,254
+1%
减持
PAYX
PAYCHEX INC
+$240.7K
16,717
-1%
增持
CME
CME GROUP INC
+$240.0K
8,025
+3%
增持
ELV
ELEVANCE HEALTH INC
-$238.0K
31,085
+3%
清仓
NOW
SERVICENOW INC
-$236.8K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$236.4K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$234.7K
3,613
+7%
建仓
IWN
ISHARES TR
+$233.4K
1,399
建仓
DIS
DISNEY WALT CO
+$229.4K
2,384
增持
AMGN
AMGEN INC
+$227.5K
14,848
+2%
增持
ROP
ROPER TECHNOLOGIES INC
+$224.0K
34,385
+2%
建仓
GE
GE AEROSPACE
+$223.2K
1,184
建仓
—
TRANE TECHNOLOGIES PLC
+$220.8K
568
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$216.1K
0
-100%
清仓
BA
BOEING CO
-$215.8K
0
-100%
增持
FNDA
SCHWAB STRATEGIC TR
+$214.2K
7,806
+71%
建仓
SCHI
SCHWAB STRATEGIC TR
+$206.0K
4,463
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$201.1K
22,206
+17%
建仓
VV
VANGUARD INDEX FDS
+$200.6K
762
增持
TSLA
TESLA INC
+$195.5K
2,920
+2%
增持
ORCL
ORACLE CORP
+$189.9K
4,109
+14%
增持
HON
HONEYWELL INTL INC
-$186.5K
67,153
+2%
增持
ECL
ECOLAB INC
+$185.4K
6,485
+5%
增持
CRM
SALESFORCE INC
+$184.9K
5,024
+9%
减持
MPC
MARATHON PETE CORP
-$174.3K
2,559
-25%
增持
DLR
DIGITAL RLTY TR INC
+$173.5K
10,654
+4%
增持
DHR
DANAHER CORPORATION
+$149.9K
1,296
+54%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$146.5K
6,276
-31%
