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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 75
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
CW
CURTISS WRIGHT CORP
+$11.1M
31,206
增持
NVDA
NVIDIA CORPORATION
+$10.5M
652,556
+3%
减持
DEO
DIAGEO PLC
-$10.5M
7,631
-91%
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
HON
HONEYWELL INTL INC
-$10.3M
15,647
-77%
增持
GOOG
ALPHABET INC
+$9.8M
254,238
+10%
增持
AMZN
AMAZON COM INC
+$9.5M
253,606
+2%
建仓
ANET
ARISTA NETWORKS INC
+$7.9M
71,395
增持
AAPL
APPLE INC
+$7.6M
393,952
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$7.4M
176,578
+6%
清仓
—
ARISTA NETWORKS INC
-$6.1M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$5.7M
188,317
+1%
减持
ELV
ELEVANCE HEALTH INC
-$5.2M
29,705
-4%
增持
V
VISA INC
+$4.9M
110,556
+1%
清仓
IEI
ISHARES TR
-$4.3M
0
-100%
减持
AVGO
BROADCOM INC
+$4.0M
69,748
-1%
增持
NEE
NEXTERA ENERGY INC
-$3.6M
293,007
+1%
增持
GOOGL
ALPHABET INC
+$3.1M
77,461
+11%
增持
ABBV
ABBVIE INC
-$3.1M
170,180
+1%
增持
—
NXP SEMICONDUCTORS N V
-$2.9M
97,602
+1%
增持
META
META PLATFORMS INC
+$2.9M
81,015
+4%
减持
NOC
NORTHROP GRUMMAN CORP
-$2.7M
21,149
-12%
建仓
BLK
BLACKROCK INC
+$2.7M
2,606
减持
PEP
PEPSICO INC
-$2.6M
123,046
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$2.5M
3,976
-88%
增持
—
LINDE PLC
-$2.5M
46,343
+1%
增持
LOW
LOWES COS INC
-$2.5M
124,897
+2%
减持
MRK
MERCK & CO INC
-$2.4M
168,180
-0%
增持
STZ
CONSTELLATION BRANDS INC
-$2.3M
71,277
+2%
增持
MBB
ISHARES TR
+$2.1M
67,163
+59%
建仓
AGZ
ISHARES TR
+$2.1M
19,473
增持
BN
BROOKFIELD CORP
+$2.1M
429,698
+1%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
49,076
+2%
增持
—
ASML HOLDING N V
+$2.0M
28,260
+34%
增持
MKL
MARKEL GROUP INC
+$1.5M
9,124
+1%
增持
XYL
XYLEM INC
-$1.5M
80,880
+0%
建仓
BX
BLACKSTONE INC
+$1.5M
8,658
增持
—
MEDTRONIC PLC
-$1.5M
176,688
+2%
增持
ADI
ANALOG DEVICES INC
-$1.4M
103,130
+2%
增持
AME
AMETEK INC
+$1.4M
128,728
+1%
增持
TJX
TJX COS INC NEW
+$1.4M
263,376
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
5,651
+56%
增持
UNP
UNION PAC CORP
-$1.2M
74,045
+1%
减持
IEFA
ISHARES TR
-$1.1M
102,292
-4%
清仓
SCHX
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
48,671
+14%
增持
CHE
CHEMED CORP NEW
-$1.0M
16,988
+2%
增持
ROP
ROPER TECHNOLOGIES INC
-$1.0M
34,866
+1%
增持
TSLA
TESLA INC
+$938.6K
4,216
+44%
减持
AMGN
AMGEN INC
-$916.6K
14,838
-0%
减持
JNJ
JOHNSON & JOHNSON
-$897.2K
44,313
-2%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$888.6K
7,308
清仓
—
BROOKFIELD RENEWABLE CORP
-$871.3K
0
-100%
增持
CASY
CASEYS GEN STORES INC
+$817.1K
29,783
+2%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$816.0K
111,718
+1%
增持
TDG
TRANSDIGM GROUP INC
-$810.4K
7,599
+4%
增持
PG
PROCTER AND GAMBLE CO
-$788.1K
151,647
+0%
减持
NKE
NIKE INC
-$762.2K
22,075
-20%
建仓
BEPC
BROOKFIELD RENEWABLE CORP
+$715.4K
25,862
清仓
FNDX
SCHWAB STRATEGIC TR
-$657.1K
0
-100%
增持
RTX
RTX CORPORATION
-$620.3K
195,885
+2%
减持
WMT
WALMART INC
+$618.2K
69,500
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$613.9K
13,378
+57%
增持
WFC
WELLS FARGO CO NEW
+$611.0K
42,334
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$606.4K
63,008
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$601.9K
5,749
+67%
增持
SPGI
S&P GLOBAL INC
-$566.3K
37,079
+1%
增持
KO
COCA COLA CO
-$562.8K
60,135
+0%
减持
—
EXXON MOBIL CORP
-$553.7K
56,239
-0%
减持
IEMG
ISHARES INC
-$540.3K
68,400
-5%
增持
FNCL
FIDELITY COVINGTON TRUST
+$481.4K
52,354
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$478.0K
4,693
-1%
减持
FHLC
FIDELITY COVINGTON TRUST
-$477.5K
43,553
-5%
减持
MDLZ
MONDELEZ INTL INC
-$476.1K
31,530
-2%
增持
MS
MORGAN STANLEY
+$474.7K
20,939
+1%
增持
NFLX
NETFLIX INC
+$465.2K
1,706
+15%
减持
BAC
BANK AMERICA CORP
+$463.7K
119,060
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$449.1K
51,525
-1%
增持
CRM
SALESFORCE INC
+$444.4K
5,442
+8%
减持
CVS
CVS HEALTH CORP
-$440.5K
16,854
-11%
增持
IVV
ISHARES TR
+$434.8K
2,288
+45%
增持
TLT
ISHARES TR
-$411.4K
42,622
+1%
建仓
AXON
AXON ENTERPRISE INC
+$402.9K
678
减持
CVX
CHEVRON CORP NEW
-$376.6K
122,656
-0%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$375.7K
1,098
增持
TXN
TEXAS INSTRS INC
-$348.9K
18,536
+0%
建仓
HUBS
HUBSPOT INC
+$348.4K
500
增持
—
ACCENTURE PLC IRELAND
+$335.2K
53,562
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$317.4K
36,843
-8%
减持
EMR
EMERSON ELEC CO
+$313.2K
24,896
-2%
减持
FENY
FIDELITY COVINGTON TRUST
-$309.4K
48,005
-20%
减持
UNH
UNITEDHEALTH GROUP INC
-$307.4K
3,603
-1%
清仓
SCHA
SCHWAB STRATEGIC TR
-$296.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$287.5K
97,964
+1%
清仓
FNDF
SCHWAB STRATEGIC TR
-$282.2K
0
-100%
增持
IQV
IQVIA HLDGS INC
-$280.4K
11,106
+7%
增持
QQQ
INVESCO QQQ TR
+$280.2K
3,262
+15%
增持
QCOM
QUALCOMM INC
-$277.2K
19,351
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$273.6K
26,805
+0%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$271.1K
169,127
+0%
减持
FSTA
FIDELITY COVINGTON TRUST
-$271.0K
23,477
-16%
增持
MCO
MOODYS CORP
+$269.4K
9,708
+7%
减持
FBNC
FIRST BANCORP N C
+$260.4K
111,644
-0%
增持
DLR
DIGITAL RLTY TR INC
+$252.9K
11,149
+5%
减持
CAT
CATERPILLAR INC
-$249.3K
8,524
-0%
减持
CSCO
CISCO SYS INC
+$247.3K
65,990
-4%
增持
IWF
ISHARES TR
+$238.0K
3,256
+14%
建仓
PANW
PALO ALTO NETWORKS INC
+$236.2K
1,298
增持
PGR
PROGRESSIVE CORP
+$229.5K
7,760
+21%
建仓
SGOV
ISHARES TR
+$227.9K
2,272
减持
KLAC
KLA CORP
-$227.3K
1,119
-7%
清仓
GE
GE AEROSPACE
-$223.2K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$220.7K
5,992
+3%
建仓
—
DISCOVER FINL SVCS
+$219.5K
1,267
减持
AMD
ADVANCED MICRO DEVICES INC
-$218.8K
1,863
-31%
减持
CL
COLGATE PALMOLIVE CO
-$217.2K
14,502
-2%
增持
MSFT
MICROSOFT CORP
-$216.6K
219,094
+2%
增持
FNDA
SCHWAB STRATEGIC TR
-$214.2K
8,444
+8%
建仓
DAL
DELTA AIR LINES INC DEL
+$212.1K
3,505
建仓
SHOP
SHOPIFY INC
+$209.9K
1,974
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$208.0K
3,450
建仓
GS
GOLDMAN SACHS GROUP INC
+$207.9K
363
减持
PLD
PROLOGIS INC.
-$207.2K
8,931
-2%
建仓
LRCX
LAM RESEARCH CORP
+$206.6K
2,861
清仓
SCHI
SCHWAB STRATEGIC TR
-$206.0K
0
-100%
减持
LLY
ELI LILLY & CO
-$205.9K
1,605
-2%
建仓
QUAL
ISHARES TR
+$202.1K
1,135
增持
—
ASTRAZENECA PLC
-$199.2K
16,173
+0%
减持
MCD
MCDONALDS CORP
-$198.9K
8,485
-3%
增持
MELI
MERCADOLIBRE INC
-$189.9K
1,451
+12%
增持
IEF
ISHARES TR
-$188.2K
44,542
+1%
增持
IUSB
ISHARES TR
-$185.0K
244,507
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$174.9K
19,535
-7%
增持
SCHF
SCHWAB STRATEGIC TR
-$168.2K
22,577
+58%
减持
PHM
PULTE GROUP INC
-$163.8K
3,569
-7%
减持
FIDU
FIDELITY COVINGTON TRUST
-$157.1K
30,333
-4%
增持
ADBE
ADOBE INC
-$156.7K
7,250
+11%
增持
XLV
SELECT SECTOR SPDR TR
-$142.3K
9,276
+1%
减持
FTEC
FIDELITY COVINGTON TRUST
+$137.3K
44,767
-4%
减持
MAR
MARRIOTT INTL INC NEW
+$132.0K
4,883
-1%
增持
SBUX
STARBUCKS CORP
-$126.6K
37,660
+3%
减持
COST
COSTCO WHSL CORP NEW
-$122.5K
507
-23%
减持
—
EATON CORP PLC
-$121.1K
14,866
-3%
减持
CMCSA
COMCAST CORP NEW
-$118.8K
26,130
-1%
增持
IGIB
ISHARES TR
-$106.8K
79,133
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$106.5K
56,847
+219%
减持
FMAT
FIDELITY COVINGTON TRUST
-$103.0K
13,292
-3%
减持
WM
WASTE MGMT INC DEL
-$101.3K
4,011
-9%
增持
—
CHUBB LIMITED
-$101.0K
9,192
+0%
减持
FDIS
FIDELITY COVINGTON TRUST
+$99.5K
23,781
-5%
增持
INTU
INTUIT
+$98.7K
1,978
+7%
