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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 77
减持 57
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
+$19.8M
275,832
+1%
建仓
APH
AMPHENOL CORP NEW
+$12.1M
89,766
增持
MU
MICRON TECHNOLOGY INC
+$11.9M
51,806
+203%
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
CMI
CUMMINS INC
+$10.5M
21,768
+1382%
增持
AAPL
APPLE INC
+$8.1M
413,982
+1%
增持
LLY
ELI LILLY & CO
+$7.7M
20,974
+8%
增持
MSFT
MICROSOFT CORP
-$6.9M
237,331
+1%
清仓
CHE
CHEMED CORP NEW
-$6.5M
0
-100%
减持
META
META PLATFORMS INC
-$6.3M
78,996
-1%
减持
NVDA
NVIDIA CORPORATION
-$5.8M
777,821
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.5M
58,727
-0%
增持
GOOGL
ALPHABET INC
+$5.4M
75,913
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
12,032
+154%
减持
AMZN
AMAZON COM INC
+$2.9M
274,057
-0%
减持
—
ASML HOLDING N V
+$2.9M
29,784
-1%
减持
—
LINDE PLC
-$2.9M
52,732
-1%
减持
ADI
ANALOG DEVICES INC
+$2.8M
109,322
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$2.7M
33,659
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.7M
22,427
+59%
增持
ANET
ARISTA NETWORKS INC
-$2.6M
194,344
+1%
减持
AME
AMETEK INC
-$2.5M
107,943
-18%
减持
JPM
JPMORGAN CHASE & CO.
-$2.3M
158,354
-6%
减持
UNP
UNION PAC CORP
-$2.3M
71,332
-10%
减持
PG
PROCTER AND GAMBLE CO
-$2.3M
157,758
-3%
减持
EMR
EMERSON ELEC CO
-$2.2M
5,475
-75%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.2M
23,676
+174%
减持
TJX
TJX COS INC NEW
+$2.1M
277,634
-1%
减持
—
ASTRAZENECA PLC
+$2.0M
135,605
-0%
建仓
—
JOHNSON CTLS INTL PLC
+$2.0M
16,558
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
55,582
+8%
增持
NEE
NEXTERA ENERGY INC
+$2.0M
354,438
+1%
减持
MKL
MARKEL GROUP INC
+$1.9M
9,102
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.9M
1,066
-78%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.9M
6,320
增持
CAT
CATERPILLAR INC
+$1.8M
15,868
+4%
减持
ABT
ABBOTT LABS
-$1.7M
187,165
-0%
增持
IWF
ISHARES TR
+$1.6M
6,111
+120%
减持
AVGO
BROADCOM INC
+$1.5M
96,545
-0%
增持
IGSB
ISHARES TR
+$1.4M
234,437
+13%
减持
LOW
LOWES COS INC
-$1.4M
133,002
-0%
增持
—
EXXON MOBIL CORP
+$1.4M
81,719
+9%
增持
WMT
WALMART INC
+$1.3M
87,100
+7%
减持
SPGI
S&P GLOBAL INC
+$1.2M
38,597
-1%
减持
—
NXP SEMICONDUCTORS N V
-$1.2M
81,598
-2%
增持
V
VISA INC
+$1.2M
118,361
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.2M
6,596
-33%
减持
XYL
XYLEM INC
-$1.1M
80,508
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
16,633
+29%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.0M
21,159
-1%
增持
AMAT
APPLIED MATLS INC
+$937.9K
8,222
+43%
增持
—
EATON CORP PLC
-$902.0K
16,903
+1%
建仓
TSCO
TRACTOR SUPPLY CO
+$892.3K
17,843
增持
BAC
BANK AMERICA CORP
+$872.5K
148,631
+5%
减持
CL
COLGATE PALMOLIVE CO
-$852.3K
116,466
-7%
增持
MS
MORGAN STANLEY
+$849.7K
27,838
+8%
增持
HD
HOME DEPOT INC
-$841.3K
21,010
+5%
减持
ABBV
ABBVIE INC
-$836.7K
157,376
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$832.0K
6,083
+4%
减持
MRK
MERCK & CO INC
+$788.9K
38,466
-1%
增持
CSCO
CISCO SYS INC
+$756.9K
73,300
+3%
减持
CVX
CHEVRON CORP NEW
-$755.7K
122,664
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$684.7K
77,959
+0%
减持
MELI
MERCADOLIBRE INC
-$670.1K
1,635
-4%
增持
NFLX
NETFLIX INC
-$649.8K
25,869
+909%
增持
KO
COCA COLA CO
+$632.4K
83,274
+6%
增持
NOW
SERVICENOW INC
-$615.6K
17,548
+389%
增持
CRM
SALESFORCE INC
+$614.7K
14,435
+7%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$612.9K
112,689
-2%
减持
PEP
PEPSICO INC
-$552.3K
120,629
-5%
减持
CASY
CASEYS GEN STORES INC
-$542.3K
30,370
-1%
清仓
IBDS
ISHARES TR
-$542.2K
0
-100%
清仓
IBDR
ISHARES TR
-$540.3K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$536.7K
1,832
+29%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$532.2K
101,345
-1%
减持
MDLZ
MONDELEZ INTL INC
-$521.8K
27,295
-14%
增持
AMGN
AMGEN INC
+$495.1K
10,786
+0%
增持
TSLA
TESLA INC
+$491.8K
8,002
+15%
增持
AXP
AMERICAN EXPRESS CO
+$489.6K
12,948
+0%
增持
IQV
IQVIA HLDGS INC
+$483.2K
12,916
+1%
减持
—
ACCENTURE PLC IRELAND
+$482.3K
54,686
-5%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
+$477.2K
38,095
-4%
增持
CBRE
CBRE GROUP INC
+$456.7K
12,691
+26%
增持
WFC
WELLS FARGO CO NEW
+$447.5K
44,278
+1%
减持
ORCL
ORACLE CORP
-$408.1K
3,512
-10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$373.4K
3,354
+175%
增持
MCO
MOODYS CORP
+$373.4K
10,804
+0%
增持
—
CHUBB LIMITED
+$343.4K
9,539
+2%
增持
T
AT&T INC
-$335.4K
146,039
+4%
清仓
IBDT
ISHARES TR
-$326.6K
0
-100%
减持
HON
HONEYWELL INTL INC
-$326.4K
13,199
-4%
减持
FHLC
FIDELITY COVINGTON TRUST
+$318.9K
43,431
-0%
增持
MBB
ISHARES TR
+$317.5K
154,732
+2%
清仓
—
ISHARES TR
-$313.0K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$312.9K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$304.6K
19,179
-3%
减持
DLR
DIGITAL RLTY TR INC
-$302.0K
11,983
-4%
清仓
UPS
UNITED PARCEL SERVICE INC
-$300.0K
0
-100%
增持
IEFA
ISHARES TR
+$299.6K
112,413
+1%
减持
SNPS
SYNOPSYS INC
-$287.5K
3,309
-11%
增持
VRT
VERTIV HOLDINGS CO
+$278.4K
22,721
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$266.5K
2,559
+3%
增持
BN
BROOKFIELD CORP
-$265.0K
650,929
+48%
增持
BLK
BLACKROCK INC
-$259.7K
3,782
+2%
减持
SBUX
STARBUCKS CORP
-$256.3K
38,663
-7%
增持
MCD
MCDONALDS CORP
+$252.5K
12,230
+7%
建仓
DAL
DELTA AIR LINES INC DEL
+$243.2K
3,505
增持
MAR
MARRIOTT INTL INC NEW
+$242.3K
4,776
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$238.1K
2,528
+33%
减持
APD
AIR PRODS & CHEMS INC
-$228.7K
6,226
-4%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$222.6K
6,943
减持
SYK
STRYKER CORPORATION
-$219.6K
5,144
-6%
增持
BX
BLACKSTONE INC
-$216.2K
14,562
+1%
建仓
DIS
DISNEY WALT CO
+$211.3K
1,857
建仓
RGLD
ROYAL GOLD INC
+$208.5K
938
建仓
B
BARRICK MNG CORP
+$201.3K
4,621
增持
NKE
NIKE INC
+$199.7K
16,434
+35%
增持
PGR
PROGRESSIVE CORP
-$196.2K
10,407
+0%
减持
RTX
RTX CORPORATION
+$191.9K
208,316
-8%
减持
MA
MASTERCARD INCORPORATED
-$191.9K
50,706
-1%
增持
COST
COSTCO WHSL CORP NEW
+$170.4K
554
+67%
增持
QQQ
INVESCO QQQ TR
+$169.9K
6,159
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$161.2K
10,652
+16%
增持
COP
CONOCOPHILLIPS
+$159.8K
27,225
+8%
增持
SHOP
SHOPIFY INC
+$158.2K
2,601
+48%
减持
CW
CURTISS WRIGHT CORP
+$153.3K
32,769
-1%
减持
ECL
ECOLAB INC
-$153.2K
7,765
-3%
增持
GE
GE AEROSPACE
+$150.7K
1,784
+35%
增持
PLD
PROLOGIS INC.
+$148.9K
9,686
+2%
增持
VOO
VANGUARD INDEX FDS
+$144.0K
3,202
+5%
增持
ENB
ENBRIDGE INC
-$139.2K
68,613
+1%
减持
TDG
TRANSDIGM GROUP INC
-$136.8K
7,936
-2%
减持
XLV
SELECT SECTOR SPDR TR
+$133.5K
8,949
-1%
增持
GEV
GE VERNOVA INC
+$130.8K
553
+47%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$126.2K
21,296
+6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$124.9K
29,504
+1%
增持
IGIB
ISHARES TR
+$124.2K
135,196
+2%
减持
FCOM
FIDELITY COVINGTON TRUST
+$123.2K
57,943
-0%
增持
VTV
VANGUARD INDEX FDS
+$120.0K
1,990
+43%
增持
FNDX
SCHWAB STRATEGIC TR
+$117.7K
15,911
+33%
增持
VZ
VERIZON COMMUNICATIONS INC
-$114.5K
40,944
+1%
增持
SO
SOUTHERN CO
+$113.8K
10,617
+24%
增持
QCOM
QUALCOMM INC
+$112.8K
20,526
+0%
减持
MRVL
MARVELL TECHNOLOGY INC
+$108.8K
284,341
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$101.2K
56,806
+4%
增持
VTI
VANGUARD INDEX FDS
+$99.9K
13,979
+0%
减持
PHM
PULTE GROUP INC
-$99.0K
3,042
-12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$95.2K
1,661
+3%
增持
FNCL
FIDELITY COVINGTON TRUST
+$94.7K
56,311
+0%
减持
IEMG
ISHARES INC
+$89.9K
69,246
-0%
减持
AXON
AXON ENTERPRISE INC
-$87.5K
450
-6%
