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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 87
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
+$4.4M
361,135
-1%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
32,888
+28%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.2M
52,960
+48%
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
FRDM
EA SERIES TRUST
+$803.9K
118,709
+4%
增持
MSFT
MICROSOFT CORP
+$706.7K
5,137
+4%
减持
NVDA
NVIDIA CORPORATION
+$661.7K
13,512
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$577.8K
115,387
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$570.9K
117,052
+5%
增持
AAPL
APPLE INC
-$449.9K
46,799
+3%
增持
DWM
WISDOMTREE TR
+$448.3K
58,416
+4%
增持
VOE
VANGUARD INDEX FDS
+$413.0K
45,397
+3%
增持
PM
PHILIP MORRIS INTL INC
+$374.7K
15,973
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$366.4K
34,565
-0%
增持
NFLX
NETFLIX INC
+$330.5K
783
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$326.9K
18,872
+40%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$309.2K
13,611
+20%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$302.6K
20,278
+46%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$262.3K
109,804
+12%
减持
PULS
PGIM ETF TR
-$236.3K
93,689
-5%
增持
AVGO
BROADCOM INC
+$208.9K
1,915
+1%
增持
ORCL
ORACLE CORP
+$205.1K
2,597
+0%
增持
META
META PLATFORMS INC
+$187.8K
623
+32%
增持
DIS
DISNEY WALT CO
+$168.7K
5,550
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$165.4K
16,125
+23%
增持
VDE
VANGUARD WORLD FD
-$162.7K
21,539
+2%
增持
AMZN
AMAZON COM INC
+$157.0K
3,972
+6%
增持
—
EXXON MOBIL CORP
-$139.4K
12,691
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$132.2K
2,471
+2%
增持
GUNR
FLEXSHARES TR
+$122.9K
55,780
+2%
增持
AMJB
JPMORGAN CHASE FINL CO LLC
-$120.3K
90,119
+3%
减持
CL
COLGATE PALMOLIVE CO
-$113.0K
3,549
-24%
减持
MUB
ISHARES TR
-$108.5K
25,845
-3%
减持
SCHF
SCHWAB STRATEGIC TR
+$106.6K
57,882
-2%
减持
GOOG
ALPHABET INC
+$104.5K
7,218
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$103.2K
6,574
-2%
增持
CVX
CHEVRON CORP NEW
-$101.7K
4,262
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$94.1K
1,989
+1%
增持
PG
PROCTER AND GAMBLE CO
-$93.2K
8,622
+0%
减持
T
AT&T INC
-$76.5K
17,237
-15%
建仓
COF
CAPITAL ONE FINL CORP
+$68.5K
322
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$66.8K
275
增持
ABBV
ABBVIE INC
-$56.8K
2,454
+0%
清仓
—
DISCOVER FINL SVCS
-$54.1K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$54.1K
582
+29%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$49.4K
5,671
+20%
减持
KHC
KRAFT HEINZ CO
-$45.6K
225
-87%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$44.2K
3,748
+5%
增持
NJR
NEW JERSEY RES CORP
-$44.1K
10,583
+0%
减持
MRK
MERCK & CO INC
-$42.5K
3,722
-1%
增持
PEP
PEPSICO INC
-$42.1K
2,401
+0%
增持
AXP
AMERICAN EXPRESS CO
+$36.7K
718
+0%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$35.5K
28
-98%
增持
WMT
WALMART INC
+$33.5K
2,486
+4%
增持
JNJ
JOHNSON & JOHNSON
-$32.6K
2,653
+0%
增持
DELL
DELL TECHNOLOGIES INC
+$32.6K
470
+71%
增持
IEFA
ISHARES TR
+$31.9K
1,994
+12%
减持
AMGN
AMGEN INC
-$31.1K
905
-1%
增持
IWM
ISHARES TR
+$29.6K
1,703
+1%
清仓
MSTR
MICROSTRATEGY INC
-$29.4K
0
-100%
减持
—
SMURFIT WESTROCK PLC
-$29.2K
248
-72%
增持
LMT
LOCKHEED MARTIN CORP
+$28.8K
340
+18%
减持
GOOGL
ALPHABET INC
-$27.8K
860
-26%
增持
UNH
UNITEDHEALTH GROUP INC
-$26.4K
258
+26%
建仓
XLV
SELECT SECTOR SPDR TR
+$25.1K
186
建仓
XLC
SELECT SECTOR SPDR TR
+$24.5K
226
增持
LLY
ELI LILLY & CO
+$24.3K
206
+25%
减持
PPG
PPG INDS INC
-$24.2K
523
-32%
增持
MTB
M & T BK CORP
+$23.8K
1,526
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$23.3K
9,308
+1%
增持
CEG
CONSTELLATION ENERGY CORP
+$22.2K
100
+100%
增持
TSLA
TESLA INC
+$21.7K
216
+19%
增持
XLF
SELECT SECTOR SPDR TR
+$20.2K
908
+65%
增持
VGT
VANGUARD WORLD FD
+$18.2K
70
+35%
增持
IVV
ISHARES TR
+$17.8K
243
+3%
增持
RWR
SPDR SERIES TRUST
-$17.8K
18,219
+2%
建仓
XLY
SELECT SECTOR SPDR TR
+$17.4K
80
清仓
SCHR
SCHWAB STRATEGIC TR
-$16.9K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$16.6K
4,335
-4%
增持
LPLA
LPL FINL HLDGS INC
+$16.4K
316
+1%
减持
CMCSA
COMCAST CORP NEW
-$16.0K
8,370
-2%
增持
QQQ
INVESCO QQQ TR
+$15.7K
184
+1%
减持
BIV
VANGUARD BD INDEX FDS
-$15.4K
5,275
-5%
减持
DHR
DANAHER CORPORATION
-$15.1K
78
-48%
减持
AA
ALCOA CORP
-$14.7K
222
-68%
增持
RTX
RTX CORPORATION
+$14.5K
998
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$14.4K
38
-71%
增持
VB
VANGUARD INDEX FDS
+$14.4K
464
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$14.0K
221
+1%
减持
GE
GE AEROSPACE
+$13.8K
283
-4%
增持
MCD
MCDONALDS CORP
-$13.7K
725
+0%
增持
IEMG
ISHARES INC
+$13.7K
1,881
+2%
建仓
XLP
SELECT SECTOR SPDR TR
+$13.4K
166
增持
BX
BLACKSTONE INC
+$13.4K
1,292
+0%
减持
KVUE
KENVUE INC
-$12.8K
100
-84%
减持
KO
COCA COLA CO
-$12.1K
1,506
-9%
建仓
MBB
ISHARES TR
+$11.0K
117
建仓
IGV
ISHARES TR
+$10.6K
97
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$10.5K
0
-100%
建仓
FEZ
SPDR INDEX SHS FDS
+$10.4K
174
减持
—
ASTRAZENECA PLC
-$10.4K
149
-47%
建仓
GXC
SPDR INDEX SHS FDS
+$10.4K
118
清仓
HSBC
HSBC HLDGS PLC
-$9.9K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$9.3K
639
+0%
减持
MO
ALTRIA GROUP INC
-$9.1K
5,434
-0%
增持
AMAT
APPLIED MATLS INC
+$8.8K
209
+3%
增持
ADBE
ADOBE INC
+$8.4K
232
+9%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$8.4K
912
+11%
增持
CPRX
CATALYST PHARMACEUTICALS INC
-$8.3K
8,000
+7%
增持
SLB
SCHLUMBERGER LTD
-$7.6K
1,081
+2%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$7.5K
94
增持
LOW
LOWES COS INC
-$7.4K
735
+1%
增持
IEI
ISHARES TR
+$7.3K
366
+19%
增持
PNC
PNC FINL SVCS GROUP INC
+$7.2K
596
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$7.2K
55
-7%
建仓
IEF
ISHARES TR
+$7.2K
75
清仓
GSK
GSK PLC
-$6.9K
0
-100%
减持
SCHH
SCHWAB STRATEGIC TR
-$6.8K
6,220
-3%
减持
WBD
WARNER BROS DISCOVERY INC
-$6.6K
1,977
-27%
增持
SOFI
SOFI TECHNOLOGIES INC
+$6.5K
945
+2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$6.3K
103
+3%
增持
V
VISA INC
+$6.1K
629
+1%
建仓
VFH
VANGUARD WORLD FD
+$6.1K
48
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.6K
77
+4%
建仓
SHY
ISHARES TR
+$5.3K
64
建仓
IGSB
ISHARES TR
+$5.2K
99
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$5.1K
85
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.8K
58
+16%
增持
BDX
BECTON DICKINSON & CO
-$4.8K
132
+10%
减持
SPYV
SPDR SERIES TRUST
+$4.7K
5,842
-1%
建仓
TLT
ISHARES TR
+$4.7K
53
减持
KKR
KKR & CO INC
+$4.3K
481
-7%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$4.2K
0
-100%
增持
ABT
ABBOTT LABS
+$4.2K
959
+1%
增持
EMR
EMERSON ELEC CO
+$4.0K
119
+10%
建仓
SMH
VANECK ETF TRUST
+$3.6K
13
建仓
IGIB
ISHARES TR
+$3.6K
67
增持
SBUX
STARBUCKS CORP
-$3.5K
539
+0%
增持
SYK
STRYKER CORPORATION
+$3.4K
108
+2%
增持
F
FORD MTR CO
+$3.3K
3,713
+1%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$3.3K
4,046
+0%
减持
LQD
ISHARES TR
+$3.1K
4,741
-0%
增持
HON
HONEYWELL INTL INC
+$3.0K
104
+4%
增持
IVT
INVENTRUST PPTYS CORP
+$3.0K
12,673
+8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$3.0K
1,151
+2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.9K
1,570
+2%
增持
JPSE
J P MORGAN EXCHANGE TRADED F
+$2.7K
276
+22%
增持
OKLO
OKLO INC
+$2.5K
65
+18%
建仓
SPHY
SPDR SERIES TRUST
+$2.4K
101
减持
TRN
TRINITY INDS INC
-$2.4K
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR
+$2.4K
97
