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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 84
减持 29
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$16.2M
658,691
+1%
清仓
IUSB
ISHARES TR
-$11.1M
0
-100%
增持
AAPL
APPLE INC
-$10.1M
398,461
+1%
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
MSFT
MICROSOFT CORP
-$9.4M
221,048
+1%
增持
GOOG
ALPHABET INC
-$8.3M
256,652
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.9M
98,211
+0%
增持
AMZN
AMAZON COM INC
-$6.9M
255,934
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
-$5.8M
222,326
+26%
增持
ANET
ARISTA NETWORKS INC
+$5.7M
175,318
+146%
增持
RTX
RTX CORPORATION
+$5.1M
209,715
+7%
增持
MBB
ISHARES TR
+$4.7M
115,808
+72%
减持
—
NXP SEMICONDUCTORS N V
-$4.6M
82,293
-16%
减持
META
META PLATFORMS INC
-$4.6M
74,280
-8%
减持
JPM
JPMORGAN CHASE & CO.
-$4.6M
165,454
-12%
增持
V
VISA INC
+$4.2M
111,682
+1%
建仓
SHYG
ISHARES TR
+$4.2M
98,276
增持
ABT
ABBOTT LABS
+$4.0M
177,196
+3%
增持
—
LINDE PLC
+$3.8M
49,750
+7%
清仓
ADBE
ADOBE INC
-$3.2M
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$3.1M
68,818
-3%
增持
CVX
CHEVRON CORP NEW
+$3.1M
124,520
+2%
减持
MRK
MERCK & CO INC
-$3.0M
152,953
-9%
增持
TLT
ISHARES TR
+$2.7M
70,187
+65%
增持
ROP
ROPER TECHNOLOGIES INC
+$2.6M
35,088
+1%
增持
AVGO
BROADCOM INC
-$2.5M
81,735
+17%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.4M
55,660
+14%
增持
ELV
ELEVANCE HEALTH INC
+$2.4M
30,649
+3%
增持
GOOGL
ALPHABET INC
-$2.3M
80,219
+4%
增持
NEE
NEXTERA ENERGY INC
+$2.2M
326,969
+12%
增持
—
MEDTRONIC PLC
+$2.1M
180,276
+2%
清仓
USB
US BANCORP DEL
-$2.1M
0
-100%
增持
BN
BROOKFIELD CORP
-$2.0M
432,462
+1%
增持
—
ACCENTURE PLC IRELAND
-$1.9M
54,336
+1%
建仓
NOW
SERVICENOW INC
+$1.8M
2,275
建仓
BKNG
BOOKING HOLDINGS INC
+$1.8M
393
增持
ISRG
INTUITIVE SURGICAL INC
+$1.8M
4,418
+485%
清仓
NKE
NIKE INC
-$1.7M
0
-100%
增持
CHE
CHEMED CORP NEW
+$1.6M
17,155
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
14,347
+54%
建仓
VRT
VERTIV HOLDINGS CO
+$1.4M
19,589
增持
MA
MASTERCARD INCORPORATED
+$1.4M
49,727
+1%
增持
MKL
MARKEL GROUP INC
+$1.4M
9,178
+1%
减持
ABBV
ABBVIE INC
+$1.4M
150,923
-11%
增持
LOW
LOWES COS INC
-$1.3M
126,425
+1%
增持
TDG
TRANSDIGM GROUP INC
+$1.3M
7,881
+4%
增持
IEFA
ISHARES TR
+$1.3M
111,683
+9%
增持
CASY
CASEYS GEN STORES INC
+$1.2M
30,035
+1%
清仓
EA
ELECTRONIC ARTS INC
-$1.1M
0
-100%
增持
CW
CURTISS WRIGHT CORP
-$1.1M
31,401
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
2,411
+564%
增持
CAT
CATERPILLAR INC
+$1.1M
12,617
+48%
减持
HD
HOME DEPOT INC
-$1.1M
18,730
-8%
增持
—
EXXON MOBIL CORP
+$1.0M
59,342
+6%
清仓
DEO
DIAGEO PLC
-$970.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$967.6K
44,478
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$936.9K
21,214
+0%
增持
UNP
UNION PAC CORP
+$925.2K
75,391
+2%
增持
FTEC
FIDELITY COVINGTON TRUST
-$898.1K
45,752
+2%
增持
T
AT&T INC
+$890.3K
120,133
+9%
增持
ADI
ANALOG DEVICES INC
-$873.3K
104,318
+1%
增持
AME
AMETEK INC
-$872.3K
129,732
+1%
清仓
WM
WASTE MGMT INC DEL
-$809.4K
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
—
EATON CORP PLC
-$772.3K
15,309
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$761.5K
51,757
+0%
建仓
SCHX
SCHWAB STRATEGIC TR
+$748.2K
33,887
减持
SPY
SPDR S&P 500 ETF TR
-$725.3K
4,624
-18%
清仓
BEPC
BROOKFIELD RENEWABLE CORP
-$715.4K
0
-100%
减持
HON
HONEYWELL INTL INC
-$688.9K
13,439
-14%
增持
PNC
PNC FINL SVCS GROUP INC
+$652.6K
72,844
+16%
减持
TSLA
TESLA INC
-$651.6K
4,056
-4%
增持
KO
COCA COLA CO
+$641.9K
61,239
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$625.5K
3,364
-41%
增持
AEP
AMERICAN ELEC PWR CO INC
+$615.8K
28,260
+5%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$613.4K
112,292
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$604.7K
8,547
-36%
增持
SCHD
SCHWAB STRATEGIC TR
+$581.9K
30,287
+212%
增持
TJX
TJX COS INC NEW
+$572.1K
265,933
+1%
减持
VGT
VANGUARD WORLD FD
-$557.2K
6,382
-1%
增持
PG
PROCTER AND GAMBLE CO
+$542.3K
152,364
+0%
增持
MELI
MERCADOLIBRE INC
+$519.4K
1,531
+6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$512.4K
10,362
-44%
减持
EMR
EMERSON ELEC CO
-$511.3K
23,477
-6%
减持
AMGN
AMGEN INC
-$501.8K
10,803
-27%
增持
SPGI
S&P GLOBAL INC
+$494.7K
37,318
+1%
增持
—
ASML HOLDING N V
-$482.7K
28,830
+2%
增持
VOO
VANGUARD INDEX FDS
+$469.8K
2,641
+60%
增持
CRM
SALESFORCE INC
+$452.2K
8,466
+56%
增持
PGR
PROGRESSIVE CORP
+$424.5K
8,070
+4%
清仓
IJR
ISHARES TR
-$384.7K
0
-100%
增持
SBUX
STARBUCKS CORP
+$379.0K
38,898
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$364.0K
40,506
+10%
减持
VUG
VANGUARD INDEX FDS
-$350.9K
5,686
-5%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$340.3K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
-$334.2K
11,465
+3%
增持
AXP
AMERICAN EXPRESS CO
-$317.2K
13,350
+1%
增持
XYL
XYLEM INC
+$309.7K
81,144
+0%
增持
CSCO
CISCO SYS INC
+$304.6K
68,242
+3%
建仓
HDV
ISHARES TR
+$299.9K
2,476
建仓
GLW
CORNING INC
+$278.3K
6,080
建仓
FNDX
SCHWAB STRATEGIC TR
+$275.8K
11,680
增持
FDIS
FIDELITY COVINGTON TRUST
-$275.2K
24,169
+2%
建仓
LNC
LINCOLN NATL CORP IND
+$268.2K
7,469
增持
IEF
ISHARES TR
+$266.7K
45,975
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$265.8K
47,593
-16%
减持
CME
CME GROUP INC
+$263.7K
8,020
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$256.4K
2,493
+75%
减持
IWF
ISHARES TR
-$248.8K
2,932
-10%
减持
—
CHUBB LIMITED
+$232.4K
9,180
-0%
清仓
VB
VANGUARD INDEX FDS
-$231.4K
0
-100%
减持
PAYX
PAYCHEX INC
+$230.6K
16,644
-0%
减持
MAR
MARRIOTT INTL INC NEW
-$230.4K
4,751
-3%
建仓
GE
GE AEROSPACE
+$228.5K
1,142
清仓
SGOV
ISHARES TR
-$227.9K
0
-100%
增持
IT
GARTNER INC
-$225.8K
5,524
+5%
增持
BX
BLACKSTONE INC
-$223.3K
9,083
+5%
清仓
DIS
DISNEY WALT CO
-$222.9K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
+$221.9K
31,027
-2%
清仓
—
DISCOVER FINL SVCS
-$219.5K
0
-100%
增持
ECL
ECOLAB INC
+$219.5K
7,327
+5%
增持
MCD
MCDONALDS CORP
+$212.1K
8,553
+1%
清仓
DAL
DELTA AIR LINES INC DEL
-$212.1K
0
-100%
清仓
SHOP
SHOPIFY INC
-$209.9K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$209.8K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$208.0K
0
-100%
建仓
BA
BOEING CO
+$207.0K
1,214
增持
VTI
VANGUARD INDEX FDS
-$206.9K
14,210
+0%
清仓
VV
VANGUARD INDEX FDS
-$205.5K
0
-100%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$202.3K
757
-0%
建仓
IWM
ISHARES TR
+$202.3K
1,014
清仓
QUAL
ISHARES TR
-$202.1K
0
-100%
建仓
OKE
ONEOK INC NEW
+$202.1K
2,037
建仓
VFLO
VICTORY PORTFOLIOS II
+$201.4K
5,875
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$200.8K
2,586
建仓
LNT
ALLIANT ENERGY CORP
+$200.3K
3,112
增持
HBAN
HUNTINGTON BANCSHARES INC
-$199.5K
170,036
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$198.0K
2,649
+25%
增持
IGSB
ISHARES TR
+$196.5K
164,361
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$191.7K
4,677
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$183.0K
7,321
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$182.2K
11,907
-47%
增持
NFLX
NETFLIX INC
+$180.3K
1,824
+7%
增持
—
ASTRAZENECA PLC
+$174.8K
16,795
+4%
增持
WFC
WELLS FARGO CO NEW
+$171.4K
43,808
+3%
增持
IEMG
ISHARES INC
+$169.3K
69,320
+1%
减持
CVS
CVS HEALTH CORP
-$165.3K
8,727
-48%
增持
BEAT
HEARTBEAM INC
+$164.0K
367,647
+47%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$161.8K
11,122
-6%
增持
FHLC
FIDELITY COVINGTON TRUST
+$151.3K
43,874
+1%
增持
TXN
TEXAS INSTRS INC
-$143.8K
18,542
+0%
