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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 68
减持 46
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$5.7M
373,874
+4%
增持
AAPL
APPLE INC
+$2.4M
46,992
+0%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.5M
74,265
+40%
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。
建仓
—
SPDR S&P 500 ETF TR
+$1.1M
1,600
增持
VTI
VANGUARD INDEX FDS
+$817.2K
32,949
+0%
增持
VOE
VANGUARD INDEX FDS
+$746.8K
47,043
+4%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$707.2K
34,941
+72%
增持
FRDM
EA SERIES TRUST
+$663.0K
123,196
+4%
建仓
—
BROADRIDGE FINL SOLUTIONS IN
+$643.1K
2,700
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$608.8K
132,825
+21%
建仓
PGNY
PROGYNY INC
+$582.7K
27,077
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$561.8K
27,616
+46%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$532.6K
34,479
-0%
增持
PULS
PGIM ETF TR
+$477.6K
103,141
+10%
减持
GOOG
ALPHABET INC
+$477.4K
7,217
-0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$445.9K
119,023
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$423.8K
121,920
+4%
增持
NVDA
NVIDIA CORPORATION
+$414.7K
13,664
+1%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$393.1K
15,411
+13%
减持
PM
PHILIP MORRIS INTL INC
-$320.4K
15,960
-0%
增持
DWM
WISDOMTREE TR
+$312.3K
60,788
+4%
增持
VDE
VANGUARD WORLD FD
+$310.2K
22,850
+6%
增持
GUNR
FLEXSHARES TR
+$297.4K
57,896
+4%
减持
MUB
ISHARES TR
-$262.3K
22,894
-11%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$213.2K
19,789
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$197.2K
501
+127%
增持
ORCL
ORACLE CORP
+$165.1K
2,605
+0%
增持
RWR
SPDR SERIES TRUST
+$139.3K
18,909
+4%
减持
ABBV
ABBVIE INC
+$112.5K
2,453
-0%
增持
AVGO
BROADCOM INC
+$107.2K
1,925
+1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$102.2K
7,709
+36%
减持
MSFT
MICROSOFT CORP
+$84.5K
5,097
-1%
增持
AMJB
JPMORGAN CHASE FINL CO LLC
+$74.5K
94,901
+5%
增持
TSLA
TESLA INC
+$73.7K
320
+48%
减持
JNJ
JOHNSON & JOHNSON
+$69.6K
2,561
-3%
增持
NFLX
NETFLIX INC
-$66.6K
819
+5%
增持
UAL
UNITED AIRLS HLDGS INC
+$65.1K
1,500
+50%
增持
—
EXXON MOBIL CORP
+$64.1K
12,702
+0%
减持
HD
HOME DEPOT INC
+$63.4K
1,763
-1%
增持
GOOGL
ALPHABET INC
+$62.1K
879
+2%
减持
MDLZ
MONDELEZ INTL INC
-$55.7K
10,647
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$52.3K
1,994
+0%
减持
CVX
CHEVRON CORP NEW
+$50.7K
4,257
-0%
减持
PG
PROCTER AND GAMBLE CO
-$49.7K
8,617
-0%
增持
DIS
DISNEY WALT CO
-$49.4K
5,580
+1%
减持
IVT
INVENTRUST PPTYS CORP
-$41.9K
10,671
-16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$41.0K
149
+94%
减持
MO
ALTRIA GROUP INC
+$38.8K
5,410
-0%
减持
CMCSA
COMCAST CORP NEW
-$36.5K
8,345
-0%
增持
NJR
NEW JERSEY RES CORP
+$36.0K
10,599
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$32.0K
165
+313%
增持
VZ
VERIZON COMMUNICATIONS INC
+$30.9K
4,971
+15%
增持
GEV
GE VERNOVA INC
+$28.7K
181
+16%
增持
BX
BLACKSTONE INC
+$27.9K
1,294
+0%
清仓
XLV
SELECT SECTOR SPDR TR
-$25.1K
0
-100%
减持
SHOP
SHOPIFY INC
+$23.8K
1,063
-9%
增持
MRK
MERCK & CO INC
+$22.0K
3,772
+1%
减持
LOW
LOWES COS INC
+$20.6K
731
-1%
增持
NOK
NOKIA CORP
+$20.5K
4,560
+1546%
减持
RTX
RTX CORPORATION
+$20.1K
991
-1%
减持
CRM
SALESFORCE INC
-$20.0K
338
-8%
减持
PEP
PEPSICO INC
+$19.3K
2,395
-0%
增持
VGT
VANGUARD WORLD FD
+$17.8K
86
+23%
增持
WMT
WALMART INC
+$16.9K
2,523
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$16.8K
3,754
+0%
增持
RSG
REPUBLIC SVCS INC
+$16.7K
610
+22%
增持
LMT
LOCKHEED MARTIN CORP
+$16.3K
348
+2%
增持
BLK
BLACKROCK INC
+$15.0K
111
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$14.8K
752
+2%
减持
LPLA
LPL FINL HLDGS INC
-$14.7K
312
-1%
增持
FCX
FREEPORT-MCMORAN INC
+$14.4K
576
+205%
增持
KRG
KITE RLTY GROUP TR
+$13.9K
1,748
+58%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$13.8K
0
-100%
建仓
CRWV
COREWEAVE INC
+$13.7K
100
增持
AMZN
AMAZON COM INC
+$13.7K
4,031
+1%
清仓
XLP
SELECT SECTOR SPDR TR
-$13.4K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$13.2K
84
+53%
增持
SBUX
STARBUCKS CORP
+$12.0K
726
+35%
增持
SCHX
SCHWAB STRATEGIC TR
+$12.0K
2,180
+17%
增持
COST
COSTCO WHSL CORP NEW
+$11.4K
131
+18%
清仓
MBB
ISHARES TR
-$11.0K
0
-100%
减持
PR
PERMIAN RESOURCES CORP
-$10.7K
1,471
-32%
清仓
IGV
ISHARES TR
-$10.6K
0
-100%
减持
TTD
THE TRADE DESK INC
-$9.5K
100
-50%
减持
V
VISA INC
-$9.2K
627
-0%
减持
AXP
AMERICAN EXPRESS CO
+$8.5K
715
-0%
减持
IVV
ISHARES TR
+$8.5K
238
-2%
增持
VB
VANGUARD INDEX FDS
+$8.3K
465
+0%
建仓
BUZZ
VANECK ETF TRUST
+$7.7K
212
减持
PNC
PNC FINL SVCS GROUP INC
+$7.6K
591
-1%
减持
MCD
MCDONALDS CORP
+$7.6K
722
-0%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$7.5K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$7.2K
254
-2%
清仓
IEF
ISHARES TR
-$7.2K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$7.0K
1,205
+0%
减持
IEI
ISHARES TR
-$6.9K
307
-16%
建仓
DIV
GLOBAL X FDS
+$6.9K
389
减持
KO
COCA COLA CO
-$6.7K
1,505
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.7K
228
+7%
减持
SOFI
SOFI TECHNOLOGIES INC
+$6.6K
900
-5%
增持
META
META PLATFORMS INC
+$6.5K
635
+2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$6.5K
822
-10%
增持
WELL
WELLTOWER INC
+$6.3K
195
+5%
清仓
VFH
VANGUARD WORLD FD
-$6.1K
0
-100%
减持
PFE
PFIZER INC
-$5.8K
5,104
-9%
清仓
VEEV
VEEVA SYS INC
-$5.8K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$5.3K
213
+2%
清仓
SHY
ISHARES TR
-$5.3K
0
-100%
清仓
IGSB
ISHARES TR
-$5.2K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$5.1K
0
-100%
减持
MTB
M & T BK CORP
+$4.9K
1,523
-0%
建仓
—
CYBERARK SOFTWARE LTD
+$4.8K
10
增持
F
FORD MTR CO
+$4.7K
3,761
+1%
清仓
TLT
ISHARES TR
-$4.7K
0
-100%
减持
IEMG
ISHARES INC
+$4.6K
1,783
-5%
减持
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
-$4.6K
522
-32%
减持
CSCO
CISCO SYS INC
-$4.5K
2,177
-2%
建仓
WDC
WESTERN DIGITAL CORP
+$4.3K
36
增持
PSX
PHILLIPS 66
+$4.3K
242
+1%
增持
PPG
PPG INDS INC
-$4.2K
527
+1%
清仓
IGIB
ISHARES TR
-$3.6K
0
-100%
减持
SYK
STRYKER CORPORATION
-$3.6K
106
-2%
增持
NOW
SERVICENOW INC
-$3.5K
52
+4%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$3.5K
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$3.4K
100
-3%
增持
COP
CONOCOPHILLIPS
+$3.1K
435
+3%
减持
YUMC
YUM CHINA HLDGS INC
-$2.9K
118
-34%
减持
ABT
ABBOTT LABS
-$2.9K
952
-1%
减持
KKR
KKR & CO INC
-$2.6K
472
-2%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$2.5K
4,064
+0%
建仓
SNAP
SNAP INC
+$2.5K
325
建仓
QBTS
D-WAVE QUANTUM INC
+$2.5K
100
清仓
SPHY
SPDR SERIES TRUST
-$2.4K
0
-100%
清仓
SCHO
SCHWAB STRATEGIC TR
-$2.4K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$2.4K
85
-28%
建仓
APH
AMPHENOL CORP NEW
+$2.4K
19
增持
PH
PARKER-HANNIFIN CORP
+$2.3K
4
+300%
清仓
—
ALCON AG
-$2.3K
0
-100%
清仓
—
FLEX LTD
-$2.2K
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.1K
26
+550%
减持
ANET
ARISTA NETWORKS INC
-$2.1K
70
-42%
清仓
XLI
SELECT SECTOR SPDR TR
-$2.1K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$2.0K
0
-100%
减持
—
CHUBB LIMITED
-$2.0K
150
-2%
清仓
EEMV
ISHARES INC
-$1.9K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.9K
1,533
-2%
增持
LLY
ELI LILLY & CO
-$1.9K
208
+1%
建仓
ROST
ROSS STORES INC
+$1.8K
12
清仓
VLTO
VERALTO CORP
-$1.8K
0
-100%
清仓
ACM
AECOM
-$1.8K
0
-100%
