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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 108
减持 14
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$54.7M
798,020
+21%
增持
MSFT
MICROSOFT CORP
+$29.4M
225,844
+2%
增持
META
META PLATFORMS INC
+$13.8M
76,745
+3%
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
AMZN
AMAZON COM INC
+$9.1M
263,387
+3%
减持
AVGO
BROADCOM INC
+$8.8M
81,433
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$8.5M
169,365
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$8.3M
283,812
+28%
增持
GOOG
ALPHABET INC
+$6.9M
264,998
+3%
增持
CW
CURTISS WRIGHT CORP
+$5.9M
32,523
+4%
增持
ANET
ARISTA NETWORKS INC
+$5.2M
184,030
+5%
增持
AAPL
APPLE INC
-$5.0M
406,816
+2%
增持
—
ASML HOLDING N V
+$4.8M
29,813
+3%
增持
BN
BROOKFIELD CORP
+$4.7M
441,807
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.6M
57,075
+3%
增持
ADI
ANALOG DEVICES INC
+$4.5M
107,319
+3%
清仓
IEF
ISHARES TR
-$4.4M
0
-100%
增持
RTX
RTX CORPORATION
+$4.0M
217,340
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.4M
100,688
+3%
增持
ABBV
ABBVIE INC
-$3.0M
154,006
+2%
增持
—
NXP SEMICONDUCTORS N V
+$2.8M
84,269
+2%
增持
CVX
CHEVRON CORP NEW
-$2.7M
126,360
+1%
增持
CASY
CASEYS GEN STORES INC
+$2.6M
30,656
+2%
增持
MBB
ISHARES TR
+$2.5M
142,575
+23%
增持
IGIB
ISHARES TR
+$2.4M
124,363
+56%
增持
GOOGL
ALPHABET INC
+$2.3M
83,180
+4%
建仓
SYK
STRYKER CORPORATION
+$2.0M
5,168
减持
—
MEDTRONIC PLC
-$2.0M
162,769
-10%
增持
CHE
CHEMED CORP NEW
-$2.0M
17,551
+2%
增持
PEP
PEPSICO INC
-$2.0M
127,101
+2%
增持
V
VISA INC
+$1.7M
115,053
+3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.7M
45,990
+1%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
51,477
+4%
增持
AME
AMETEK INC
+$1.7M
132,581
+2%
增持
—
EATON CORP PLC
+$1.5M
15,868
+4%
增持
MKL
MARKEL GROUP INC
+$1.5M
9,343
+2%
增持
MRK
MERCK & CO INC
-$1.5M
154,683
+1%
增持
TDG
TRANSDIGM GROUP INC
+$1.5M
8,140
+3%
增持
TJX
TJX COS INC NEW
+$1.4M
273,633
+3%
增持
VRT
VERTIV HOLDINGS CO
+$1.4M
21,570
+10%
增持
MELI
MERCADOLIBRE INC
+$1.3M
1,633
+7%
增持
SPGI
S&P GLOBAL INC
+$1.3M
38,359
+3%
增持
NFLX
NETFLIX INC
+$1.3M
2,211
+21%
增持
ABT
ABBOTT LABS
+$1.3M
182,078
+3%
增持
WMT
WALMART INC
+$1.2M
75,382
+8%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.2M
75,107
+3%
增持
PG
PROCTER AND GAMBLE CO
-$1.1M
156,047
+2%
增持
ELV
ELEVANCE HEALTH INC
-$1.0M
31,626
+3%
增持
—
LINDE PLC
+$1.0M
51,527
+4%
增持
XYL
XYLEM INC
+$998.5K
82,652
+2%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$984.8K
116,233
+4%
增持
QQQ
INVESCO QQQ TR
+$966.5K
4,533
+39%
增持
IEFA
ISHARES TR
+$955.7K
112,656
+1%
清仓
CMCSA
COMCAST CORP NEW
-$951.0K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC
-$944.0K
71,830
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$929.2K
473
+20%
增持
NOW
SERVICENOW INC
+$924.5K
2,661
+17%
增持
CAT
CATERPILLAR INC
+$908.7K
13,059
+4%
增持
BAC
BANK AMERICA CORP
+$835.5K
125,374
+3%
增持
VGT
VANGUARD WORLD FD
+$825.3K
6,463
+1%
增持
VUG
VANGUARD INDEX FDS
+$822.7K
6,686
+18%
增持
LOW
LOWES COS INC
-$759.0K
129,477
+2%
增持
TSLA
TESLA INC
+$688.0K
5,474
+35%
增持
EMR
EMERSON ELEC CO
+$645.3K
24,145
+3%
建仓
USB
US BANCORP DEL
+$632.0K
13,966
减持
SCHD
SCHWAB STRATEGIC TR
-$624.1K
8,405
-72%
增持
TXN
TEXAS INSTRS INC
+$615.5K
19,013
+3%
减持
AXP
AMERICAN EXPRESS CO
+$609.5K
13,171
-1%
增持
CSCO
CISCO SYS INC
+$607.2K
69,449
+2%
增持
IVV
ISHARES TR
+$597.9K
3,016
+33%
增持
BX
BLACKSTONE INC
+$583.6K
12,389
+36%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$576.3K
14,057
-2%
增持
MCO
MOODYS CORP
+$553.3K
10,457
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$535.2K
3,613
+96%
增持
INTU
INTUIT
+$525.2K
2,190
+12%
增持
FCOM
FIDELITY COVINGTON TRUST
+$507.3K
58,636
+0%
减持
MS
MORGAN STANLEY
+$481.2K
21,370
-1%
增持
TFC
TRUIST FINL CORP
+$475.6K
20,967
+103%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$466.4K
0
-100%
增持
BLK
BLACKROCK INC
+$461.3K
3,051
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$454.0K
4,862
+10%
增持
IEMG
ISHARES INC
+$451.0K
69,835
+1%
增持
DLR
DIGITAL RLTY TR INC
+$433.7K
11,911
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$431.7K
4,886
+6%
增持
SNPS
SYNOPSYS INC
+$405.8K
3,015
+13%
增持
HON
HONEYWELL INTL INC
+$390.2K
13,895
+3%
增持
HD
HOME DEPOT INC
+$388.9K
19,783
+6%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$384.8K
175,243
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$384.4K
2,404
-0%
减持
AMGN
AMGEN INC
-$377.2K
10,703
-1%
建仓
VBR
VANGUARD INDEX FDS
+$360.2K
1,847
增持
JNJ
JOHNSON & JOHNSON
-$357.8K
45,947
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$349.4K
4,664
+39%
增持
ROP
ROPER TECHNOLOGIES INC
-$345.8K
35,885
+2%
建仓
PH
PARKER-HANNIFIN CORP
+$345.1K
494
减持
VTI
VANGUARD INDEX FDS
+$342.5K
13,977
-2%
增持
CRM
SALESFORCE INC
+$339.4K
9,576
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$338.7K
6,794
+100%
减持
WFC
WELLS FARGO CO NEW
+$319.1K
43,236
-1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$317.2K
800
增持
PM
PHILIP MORRIS INTL INC
+$315.6K
4,876
+35%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$310.5K
7,344
增持
FNCL
FIDELITY COVINGTON TRUST
+$292.7K
53,785
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$291.0K
2,135
增持
FIDU
FIDELITY COVINGTON TRUST
+$290.9K
30,934
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$288.6K
936
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$285.6K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$275.9K
1,371
+14%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$269.3K
1,000
增持
NEE
NEXTERA ENERGY INC
+$266.0K
337,725
+3%
建仓
CEG
CONSTELLATION ENERGY CORP
+$261.1K
809
建仓
IJS
ISHARES TR
+$260.1K
2,614
增持
CBRE
CBRE GROUP INC
+$257.4K
4,262
+64%
增持
VOO
VANGUARD INDEX FDS
+$252.6K
2,834
+7%
建仓
SHOP
SHOPIFY INC
+$251.0K
2,176
增持
KO
COCA COLA CO
+$249.9K
65,524
+7%
建仓
ADBE
ADOBE INC
+$244.9K
633
增持
FDIS
FIDELITY COVINGTON TRUST
+$240.9K
24,274
+0%
建仓
BIL
SPDR SERIES TRUST
+$233.5K
2,546
建仓
DIS
DISNEY WALT CO
+$233.0K
1,879
增持
VHT
VANGUARD WORLD FD
+$232.3K
1,980
+102%
建仓
UBER
UBER TECHNOLOGIES INC
+$229.9K
2,464
建仓
VV
VANGUARD INDEX FDS
+$217.4K
762
建仓
VB
VANGUARD INDEX FDS
+$216.4K
913
清仓
IYH
ISHARES TR
-$213.7K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$210.2K
754
减持
ORCL
ORACLE CORP
+$204.6K
3,872
-16%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$204.6K
0
-100%
清仓
OKE
ONEOK INC NEW
-$202.1K
0
-100%
减持
IWP
ISHARES TR
+$201.1K
9,769
-1%
建仓
VBK
VANGUARD INDEX FDS
+$201.1K
726
清仓
LNT
ALLIANT ENERGY CORP
-$200.3K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$195.9K
4,934
+5%
增持
ECL
ECOLAB INC
+$194.5K
7,616
+4%
增持
IWM
ISHARES TR
+$188.5K
1,811
+79%
增持
T
AT&T INC
+$188.0K
123,888
+3%
增持
AMAT
APPLIED MATLS INC
+$186.6K
2,251
+45%
增持
—
ACCENTURE PLC IRELAND
-$179.8K
56,125
+3%
增持
ENB
ENBRIDGE INC
+$173.4K
66,385
+4%
增持
FHLC
FIDELITY COVINGTON TRUST
-$172.4K
44,177
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$168.5K
4,759
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$165.7K
2,142
+34%
增持
XLF
SELECT SECTOR SPDR TR
+$160.6K
27,655
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$153.7K
19,928
+3%
增持
IGSB
ISHARES TR
+$153.2K
166,049
+1%
减持
PAYX
PAYCHEX INC
-$150.5K
16,619
-0%
增持
CME
CME GROUP INC
+$141.0K
8,231
+3%
减持
—
ASTRAZENECA PLC
-$140.7K
15,651
-7%
增持
MU
MICRON TECHNOLOGY INC
+$139.8K
3,039
+12%
增持
VLO
VALERO ENERGY CORP
+$138.9K
2,612
+63%
增持
SCHB
SCHWAB STRATEGIC TR
+$136.5K
48,728
+2%
