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Smallwood Wealth Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Smallwood Wealth Investment Management, LLC
报告期 2026-03-31 · CIK 0001921304
持仓数
527
前50大市值合计
$167.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 113
增持 26
减持 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$1.1M
45,251
+1%
增持
ITOT
ISHARES TR
-$1.0M
363,558
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$915.4K
219
-88%
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
HELO
J P MORGAN EXCHANGE TRADED F
+$775.6K
35,751
+63%
增持
PM
PHILIP MORRIS INTL INC
+$613.8K
15,967
+0%
减持
VTI
VANGUARD INDEX FDS
-$585.5K
25,638
-3%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$572.0K
3,574
-44%
增持
DWM
WISDOMTREE TR
+$437.3K
56,137
+5%
增持
FRDM
EA SERIES TRUST
+$401.2K
113,884
+4%
增持
PULS
PGIM ETF TR
+$381.0K
98,497
+8%
减持
NVDA
NVIDIA CORPORATION
-$379.0K
13,592
-1%
增持
AMJB
JPMORGAN CHASE FINL CO LLC
+$316.3K
87,664
+2%
增持
VDE
VANGUARD WORLD FD
+$306.6K
21,035
+5%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$290.5K
98,313
+14%
减持
MSFT
MICROSOFT CORP
-$271.4K
4,925
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$237.7K
34,639
-10%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$226.3K
4,726
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$225.5K
13,853
+50%
增持
GOOG
ALPHABET INC
-$219.2K
7,526
+3%
建仓
V
VISA INC
+$217.3K
620
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$209.6K
2,700
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$204.7K
2,425
建仓
CHD
CHURCH & DWIGHT CO INC
+$196.8K
1,787
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$194.8K
13,514
+51%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$192.5K
630
增持
GUNR
FLEXSHARES TR
+$185.8K
54,482
+3%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$181.9K
7,500
建仓
LOW
LOWES COS INC
+$170.5K
731
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$164.0K
111,640
+3%
增持
VOE
VANGUARD INDEX FDS
+$150.5K
43,933
+3%
建仓
DUK
DUKE ENERGY CORP NEW
+$146.9K
1,204
建仓
GLD
SPDR GOLD TR
+$143.8K
499
建仓
PFE
PFIZER INC
+$142.0K
5,604
建仓
TRV
TRAVELERS COMPANIES INC
+$138.5K
523
建仓
SCHH
SCHWAB STRATEGIC TR
+$138.4K
6,435
建仓
CSCO
CISCO SYS INC
+$136.5K
2,212
建仓
LLY
ELI LILLY & CO
+$136.3K
165
建仓
IEFA
ISHARES TR
+$134.6K
1,779
建仓
IVV
ISHARES TR
+$133.7K
237
建仓
RTX
RTX CORPORATION
+$131.3K
991
建仓
LMT
LOCKHEED MARTIN CORP
+$128.9K
288
建仓
ABT
ABBOTT LABS
+$126.3K
952
建仓
AVUV
AMERICAN CENTY ETF TR
+$121.2K
1,390
建仓
RSG
REPUBLIC SVCS INC
+$121.1K
500
建仓
SO
SOUTHERN CO
+$120.5K
1,310
建仓
KO
COCA COLA CO
+$118.6K
1,656
建仓
EMN
EASTMAN CHEM CO
+$112.8K
1,280
建仓
SHOP
SHOPIFY INC
+$111.0K
1,163
建仓
WFC
WELLS FARGO CO NEW
+$108.6K
1,513
建仓
UNH
UNITEDHEALTH GROUP INC
+$106.8K
204
建仓
COST
COSTCO WHSL CORP NEW
+$105.0K
111
建仓
DFAE
DIMENSIONAL ETF TRUST
+$104.2K
4,026
建仓
PNC
PNC FINL SVCS GROUP INC
+$103.9K
591
建仓
MA
MASTERCARD INCORPORATED
+$103.8K
189
建仓
BLK
BLACKROCK INC
+$103.2K
109
建仓
MRVL
MARVELL TECHNOLOGY INC
+$103.1K
1,675
建仓
AGG
ISHARES TR
+$102.7K
1,038
建仓
LPLA
LPL FINL HLDGS INC
+$102.1K
312
建仓
IWN
ISHARES TR
+$99.5K
658
建仓
IEMG
ISHARES INC
+$99.3K
1,839
建仓
CRM
SALESFORCE INC
+$98.6K
367
建仓
VB
VANGUARD INDEX FDS
+$95.6K
431
建仓
XLK
SELECT SECTOR SPDR TR
+$93.3K
452
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$93.2K
1,430
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$92.9K
1,850
增持
NJR
NEW JERSEY RES CORP
+$91.8K
10,568
+16%
建仓
QQQ
INVESCO QQQ TR
+$85.9K
183
建仓
PTCT
PTC THERAPEUTICS INC
+$85.8K
1,683
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$84.3K
11,298
+22%
建仓
PPG
PPG INDS INC
+$83.8K
766
建仓
BRO
BROWN & BROWN INC
+$83.1K
668
建仓
BAC
BANK AMERICA CORP
+$82.5K
1,977
减持
—
EXXON MOBIL CORP
+$82.4K
12,676
-4%
建仓
KMI
KINDER MORGAN INC DEL
+$81.8K
2,868
建仓
ADBE
ADOBE INC
+$81.3K
212
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$76.6K
987
建仓
CVS
CVS HEALTH CORP
+$75.7K
1,117
建仓
SCHD
SCHWAB STRATEGIC TR
+$75.2K
2,688
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$75.1K
13,148
+12%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$74.8K
1,533
建仓
S
SENTINELONE INC
+$72.7K
4,000
建仓
VYM
VANGUARD WHITEHALL FDS
+$70.9K
550
减持
T
AT&T INC
-$70.2K
20,345
-28%
增持
ORCL
ORACLE CORP
-$69.3K
2,593
+0%
减持
DIS
DISNEY WALT CO
-$69.2K
5,264
-0%
建仓
UAL
UNITED AIRLS HLDGS INC
+$69.0K
1,000
建仓
—
EATON CORP PLC
+$68.0K
250
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$67.2K
822
建仓
VLO
VALERO ENERGY CORP
+$66.0K
500
增持
AMZN
AMAZON COM INC
-$65.5K
3,755
+6%
建仓
NSC
NORFOLK SOUTHN CORP
+$65.1K
275
增持
IVT
INVENTRUST PPTYS CORP
+$64.8K
11,720
+26%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$63.0K
150
建仓
BNY
BANK NEW YORK MELLON CORP
+$61.8K
737
建仓
YUM
YUM BRANDS INC
+$60.1K
382
建仓
AEP
AMERICAN ELEC PWR CO INC
+$60.1K
550
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$59.8K
177
建仓
KKR
KKR & CO INC
+$59.7K
516
建仓
AVDV
AMERICAN CENTY ETF TR
+$59.7K
856
建仓
GE
GE AEROSPACE
+$59.0K
295
建仓
ED
CONSOLIDATED EDISON INC
+$58.8K
532
建仓
IVE
ISHARES TR
+$58.7K
308
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$58.7K
121
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$57.4K
890
建仓
VNQ
VANGUARD INDEX FDS
+$57.0K
630
建仓
PMM
PUTNAM MANAGED MUN INCOME TR
+$55.2K
9,000
建仓
—
MEDTRONIC PLC
+$54.9K
611
建仓
IWF
ISHARES TR
+$54.2K
150
建仓
—
DISCOVER FINL SVCS
+$54.1K
317
建仓
HPI
HANCOCK JOHN PFD INCOME FD
+$53.3K
3,211
建仓
SBUX
STARBUCKS CORP
+$52.9K
538
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$52.8K
4,027
建仓
MMM
3M CO
+$51.8K
353
建仓
KHC
KRAFT HEINZ CO
+$51.4K
1,688
建仓
KMB
KIMBERLY-CLARK CORP
+$49.8K
350
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$48.0K
90
减持
SCHF
SCHWAB STRATEGIC TR
+$47.8K
59,281
-2%
建仓
GEV
GE VERNOVA INC
+$47.6K
156
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$47.4K
2,000
增持
AMGN
AMGEN INC
+$47.4K
911
+0%
建仓
CMI
CUMMINS INC
+$47.0K
150
建仓
DE
DEERE & CO
+$46.9K
100
建仓
TSLA
TESLA INC
+$46.9K
181
建仓
GLW
CORNING INC
+$46.8K
1,023
增持
RWR
SPDR SER TR
+$45.3K
17,905
+2%
建仓
—
CHUBB LIMITED
+$45.3K
150
减持
JNJ
JOHNSON & JOHNSON
+$45.3K
2,640
-3%
建仓
COP
CONOCOPHILLIPS
+$44.5K
424
建仓
SLB
SCHLUMBERGER LTD
+$44.2K
1,056
建仓
IJH
ISHARES TR
+$43.8K
750
增持
MO
ALTRIA GROUP INC
+$43.4K
5,460
+0%
建仓
FNB
F N B CORP
+$42.2K
3,135
建仓
TSCO
TRACTOR SUPPLY CO
+$41.3K
750
建仓
SCHX
SCHWAB STRATEGIC TR
+$41.0K
1,859
建仓
EEM
ISHARES TR
+$40.9K
937
增持
BX
BLACKSTONE INC
-$40.9K
1,287
+0%
建仓
IUSV
ISHARES TR
+$40.9K
442
建仓
—
SMURFIT WESTROCK PLC
+$39.9K
885
建仓
NOW
SERVICENOW INC
+$39.8K
50
建仓
SYK
STRYKER CORPORATION
+$39.7K
106
建仓
STWD
STARWOOD PPTY TR INC
+$39.5K
2,000
建仓
TROW
PRICE T ROWE GROUP INC
+$39.1K
426
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$38.7K
1,133
建仓
DSM
BNY MELLON STRATEGIC MUN BD
+$37.3K
6,460
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$37.1K
300
建仓
F
FORD MTR CO
+$37.0K
3,685
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$36.8K
74
建仓
TIP
ISHARES TR
+$36.4K
328
建仓
IEI
ISHARES TR
+$36.3K
307
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$36.0K
1,773
