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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 88
减持 37
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$24.8M
808,419
+1%
增持
AAPL
APPLE INC
+$21.0M
410,211
+1%
增持
GOOG
ALPHABET INC
+$19.7M
273,963
+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
LLY
ELI LILLY & CO
+$13.5M
19,455
+1044%
清仓
STZ
CONSTELLATION BRANDS INC
-$11.7M
0
-100%
增持
AVGO
BROADCOM INC
+$9.4M
96,666
+19%
增持
MSFT
MICROSOFT CORP
+$9.4M
234,981
+4%
增持
—
ASTRAZENECA PLC
+$9.4M
136,228
+770%
增持
ANET
ARISTA NETWORKS INC
+$9.3M
192,794
+5%
减持
MRK
MERCK & CO INC
-$9.0M
38,842
-75%
增持
CL
COLGATE PALMOLIVE CO
+$8.6M
125,787
+698%
增持
ABBV
ABBVIE INC
+$8.2M
158,917
+3%
增持
TJX
TJX COS INC NEW
+$6.7M
280,324
+2%
增持
RTX
RTX CORPORATION
+$6.3M
227,175
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.4M
58,846
+3%
增持
—
ASML HOLDING N V
+$5.1M
29,943
+0%
增持
LOW
LOWES COS INC
+$4.7M
133,055
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$4.2M
169,084
-0%
减持
GOOGL
ALPHABET INC
+$3.7M
75,334
-9%
增持
NEE
NEXTERA ENERGY INC
+$3.0M
350,912
+4%
减持
BN
BROOKFIELD CORP
+$2.8M
439,430
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.7M
35,471
-1%
增持
—
ACCENTURE PLC IRELAND
-$2.6M
57,542
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.6M
9,789
+946%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
102,385
+2%
增持
AMZN
AMAZON COM INC
+$2.6M
274,797
+4%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
51,430
+12%
增持
MU
MICRON TECHNOLOGY INC
+$2.5M
17,082
+462%
清仓
PAYX
PAYCHEX INC
-$2.4M
0
-100%
清仓
IT
GARTNER INC
-$2.4M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
12,873
+89%
减持
NOC
NORTHROP GRUMMAN CORP
+$2.3M
21,452
-1%
增持
CAT
CATERPILLAR INC
+$2.2M
15,263
+17%
增持
IGSB
ISHARES TR
+$2.2M
206,655
+24%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.1M
286,124
+1%
增持
CW
CURTISS WRIGHT CORP
+$2.0M
32,990
+1%
减持
CHE
CHEMED CORP NEW
-$2.0M
14,570
-17%
增持
META
META PLATFORMS INC
+$1.8M
79,603
+4%
减持
TDG
TRANSDIGM GROUP INC
-$1.7M
8,111
-0%
减持
CASY
CASEYS GEN STORES INC
+$1.7M
30,652
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.6M
77,578
+3%
增持
COP
CONOCOPHILLIPS
+$1.6M
25,254
+175%
增持
—
EXXON MOBIL CORP
+$1.5M
75,176
+16%
增持
BAC
BANK AMERICA CORP
+$1.4M
141,543
+13%
增持
TSLA
TESLA INC
+$1.4M
6,986
+28%
减持
CVX
CHEVRON CORP NEW
+$1.4M
125,256
-1%
减持
XYL
XYLEM INC
+$1.3M
81,613
-1%
增持
ADI
ANALOG DEVICES INC
+$1.3M
109,416
+2%
增持
SPGI
S&P GLOBAL INC
-$1.3M
38,886
+1%
减持
—
MEDTRONIC PLC
+$1.2M
161,737
-1%
增持
—
LINDE PLC
+$1.2M
53,393
+4%
增持
QQQ
INVESCO QQQ TR
+$1.1M
6,019
+33%
增持
BLK
BLACKROCK INC
+$1.1M
3,695
+21%
增持
PEP
PEPSICO INC
+$1.1M
127,207
+0%
增持
MS
MORGAN STANLEY
+$1.1M
25,745
+20%
减持
FTEC
FIDELITY COVINGTON TRUST
+$1.0M
45,544
-1%
减持
MKL
MARKEL GROUP INC
-$1.0M
9,225
-1%
增持
MBB
ISHARES TR
+$1.0M
151,508
+6%
增持
WMT
WALMART INC
+$1.0M
81,486
+8%
增持
CBRE
CBRE GROUP INC
+$986.6K
10,052
+136%
增持
UNP
UNION PAC CORP
+$932.0K
79,398
+2%
减持
FBNC
FIRST BANCORP N C
+$929.6K
110,644
-1%
建仓
NKE
NIKE INC
+$847.3K
12,152
增持
HD
HOME DEPOT INC
+$817.5K
19,919
+1%
增持
AMAT
APPLIED MATLS INC
+$762.9K
5,739
+155%
增持
MCD
MCDONALDS CORP
+$756.6K
11,469
+23%
增持
PH
PARKER-HANNIFIN CORP
+$728.5K
1,416
+187%
减持
AME
AMETEK INC
+$684.5K
131,257
-1%
清仓
EOG
EOG RES INC
-$684.0K
0
-100%
增持
VRT
VERTIV HOLDINGS CO
+$632.9K
22,555
+5%
增持
—
EATON CORP PLC
+$621.3K
16,796
+6%
增持
BX
BLACKSTONE INC
+$607.7K
14,404
+16%
增持
CRM
SALESFORCE INC
+$598.1K
13,541
+41%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$575.6K
39,852
+26%
增持
NOW
SERVICENOW INC
+$568.1K
3,590
+35%
增持
KO
COCA COLA CO
+$553.5K
78,247
+19%
建仓
IBDS
ISHARES TR
+$542.2K
22,278
建仓
IBDR
ISHARES TR
+$540.3K
22,236
增持
IGIB
ISHARES TR
+$532.9K
132,375
+6%
减持
—
NXP SEMICONDUCTORS N V
+$522.3K
83,144
-1%
增持
IWM
ISHARES TR
+$518.5K
3,758
+108%
增持
TLT
ISHARES TR
+$517.9K
75,855
+7%
增持
V
VISA INC
-$516.1K
118,149
+3%
减持
VGT
VANGUARD WORLD FD
+$512.6K
6,428
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$495.8K
599
+27%
增持
IQV
IQVIA HLDGS INC
+$488.0K
12,784
+4%
增持
ENB
ENBRIDGE INC
+$412.4K
67,796
+2%
增持
T
AT&T INC
+$377.7K
140,333
+13%
减持
IEMG
ISHARES INC
+$372.7K
69,249
-1%
增持
ABT
ABBOTT LABS
+$363.1K
187,603
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$362.4K
54,622
+1%
减持
SBUX
STARBUCKS CORP
-$353.4K
41,515
-2%
减持
IEFA
ISHARES TR
+$352.3K
111,749
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$335.3K
5,284
+58%
减持
HON
HONEYWELL INTL INC
-$334.5K
13,784
-1%
建仓
IBDT
ISHARES TR
+$326.6K
12,796
减持
FCOM
FIDELITY COVINGTON TRUST
+$322.7K
58,093
-1%
增持
TXN
TEXAS INSTRS INC
-$315.4K
19,768
+4%
建仓
—
ISHARES TR
+$313.0K
12,426
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$312.9K
15,121
减持
EMR
EMERSON ELEC CO
-$312.3K
22,161
-8%
增持
MELI
MERCADOLIBRE INC
-$304.6K
1,696
+4%
增持
FNCL
FIDELITY COVINGTON TRUST
+$300.6K
56,102
+4%
增持
SNPS
SYNOPSYS INC
+$296.1K
3,733
+24%
增持
SCHD
SCHWAB STRATEGIC TR
+$281.6K
18,473
+120%
增持
GS
GOLDMAN SACHS GROUP INC
+$281.6K
2,490
+4%
建仓
EFA
ISHARES TR
+$280.8K
3,007
增持
SHYG
ISHARES TR
+$270.4K
104,523
+6%
增持
QCOM
QUALCOMM INC
+$261.4K
20,427
+4%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$260.5K
1,610
增持
VOO
VANGUARD INDEX FDS
+$254.3K
3,044
+7%
减持
AEP
AMERICAN ELEC PWR CO INC
+$252.8K
29,131
-0%
减持
LRGF
ISHARES TR
-$250.0K
19,174
-22%
增持
ORCL
ORACLE CORP
+$246.1K
3,885
+0%
清仓
ADBE
ADOBE INC
-$244.9K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$241.7K
10,391
+19%
减持
INTU
INTUIT
-$241.6K
2,172
-1%
清仓
DIS
DISNEY WALT CO
-$233.0K
0
-100%
建仓
GEV
GE VERNOVA INC
+$230.4K
375
建仓
OR
OR ROYALTIES INC.
+$228.5K
5,700
清仓
HUBS
HUBSPOT INC
-$222.7K
0
-100%
建仓
GLD
SPDR GOLD TR
+$222.5K
626
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$219.9K
5,234
清仓
VB
VANGUARD INDEX FDS
-$216.4K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$215.1K
43,894
+2%
减持
MA
MASTERCARD INCORPORATED
+$212.0K
51,227
-0%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$211.4K
8,000
建仓
LNT
ALLIANT ENERGY CORP
+$209.8K
3,112
清仓
VFLO
VICTORY PORTFOLIOS II
-$207.7K
0
-100%
建仓
IYH
ISHARES TR
+$206.1K
3,510
建仓
VAW
VANGUARD WORLD FD
+$204.9K
1,000
减持
FDIS
FIDELITY COVINGTON TRUST
+$201.2K
24,153
-0%
增持
IVV
ISHARES TR
+$192.0K
3,085
+2%
增持
TRV
TRAVELERS COMPANIES INC
+$179.6K
7,901
+4%
减持
PM
PHILIP MORRIS INTL INC
-$173.2K
4,407
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$164.5K
11,296
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$159.0K
14,122
+0%
减持
IWP
ISHARES TR
-$155.8K
8,419
-14%
增持
MDLZ
MONDELEZ INTL INC
-$155.5K
31,873
+0%
增持
AGZ
ISHARES TR
+$154.6K
20,970
+7%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$147.8K
178,626
+2%
减持
VBR
VANGUARD INDEX FDS
-$145.8K
1,027
-44%
减持
VUG
VANGUARD INDEX FDS
+$140.3K
6,404
-4%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$140.0K
1,050
+31%
增持
ECL
ECOLAB INC
+$139.6K
8,003
+5%
减持
CMI
CUMMINS INC
+$139.0K
1,469
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$138.1K
4,854
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$136.2K
4,736
-3%
减持
AUB
ATLANTIC UN BANKSHARES CORP
+$134.5K
62,956
-6%
增持
XLY
SELECT SECTOR SPDR TR
+$132.8K
4,784
+3%
