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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 46
减持 76
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
-$3.0M
345,754
-8%
清仓
—
SPDR S&P 500 ETF TR
-$1.1M
0
-100%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$724.6K
162,444
+22%
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。
减持
VTI
VANGUARD INDEX FDS
-$721.2K
30,100
-9%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$672.1K
82,784
+11%
减持
AAPL
APPLE INC
+$650.0K
46,405
-1%
清仓
—
BROADRIDGE FINL SOLUTIONS IN
-$643.1K
0
-100%
减持
MUB
ISHARES TR
-$518.6K
17,920
-22%
减持
FRDM
EA SERIES TRUST
+$516.5K
116,545
-5%
减持
PULS
PGIM ETF TR
-$510.1K
93,354
-9%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$459.6K
35,238
+28%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$411.2K
124,054
+4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$333.1K
5,526
-41%
减持
VOO
VANGUARD INDEX FDS
-$318.4K
1,649
-25%
减持
VOE
VANGUARD INDEX FDS
-$302.0K
44,600
-5%
增持
NFLX
NETFLIX INC
-$268.4K
7,610
+829%
增持
ORCL
ORACLE CORP
-$224.1K
2,610
+0%
减持
MSFT
MICROSOFT CORP
-$203.2K
5,038
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$196.7K
201
-60%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$179.6K
38,882
+11%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$157.1K
4,001
+526%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$149.3K
115,921
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$146.6K
22,302
+13%
减持
IVT
INVENTRUST PPTYS CORP
-$134.3K
6,064
-43%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$129.0K
5,046
-2%
减持
RWR
SPDR SERIES TRUST
-$107.3K
18,213
-4%
增持
HD
HOME DEPOT INC
-$106.3K
1,767
+0%
减持
PG
PROCTER AND GAMBLE CO
-$99.3K
8,546
-1%
减持
IVV
ISHARES TR
-$92.8K
97
-59%
减持
MDLZ
MONDELEZ INTL INC
-$92.3K
10,641
-0%
增持
GOOGL
ALPHABET INC
+$88.7K
966
+10%
减持
DWM
WISDOMTREE TR
-$79.6K
57,383
-6%
减持
—
EXXON MOBIL CORP
+$79.0K
12,557
-1%
减持
BIV
VANGUARD BD INDEX FDS
-$74.6K
4,331
-18%
减持
T
AT&T INC
-$61.1K
17,138
-1%
减持
FSK
FS KKR CAP CORP
-$58.3K
13,043
-23%
减持
LLY
ELI LILLY & CO
+$57.3K
201
-3%
减持
UAL
UNITED AIRLS HLDGS INC
-$56.4K
790
-47%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$53.7K
3,765
+0%
增持
AMZN
AMAZON COM INC
+$49.5K
4,049
+0%
减持
IEMG
ISHARES INC
-$48.1K
1,033
-42%
减持
AMJB
JPMORGAN CHASE FINL CO LLC
-$47.4K
92,080
-3%
减持
GUNR
FLEXSHARES TR
-$43.5K
54,332
-6%
增持
SHOP
SHOPIFY INC
+$42.1K
1,243
+17%
增持
META
META PLATFORMS INC
-$41.2K
644
+1%
减持
SBUX
STARBUCKS CORP
-$40.7K
246
-66%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$39.4K
1,302
-9%
减持
LQD
ISHARES TR
-$37.8K
4,453
-6%
清仓
VUG
VANGUARD INDEX FDS
-$37.4K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$37.3K
15,906
-0%
减持
LOW
LOWES COS INC
-$36.6K
610
-17%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$36.0K
250
减持
AMGN
AMGEN INC
+$35.7K
884
-2%
增持
AVGO
BROADCOM INC
+$35.0K
1,936
+1%
减持
TSLA
TESLA INC
-$34.4K
240
-25%
增持
GLD
SPDR GOLD TR
+$30.7K
525
+5%
减持
MAR
MARRIOTT INTL INC NEW
-$30.6K
40
-76%
增持
WFC
WELLS FARGO CO NEW
+$27.7K
1,613
+10%
减持
VGT
VANGUARD WORLD FD
-$24.3K
53
-38%
减持
MRK
MERCK & CO INC
+$23.6K
3,232
-14%
减持
ADBE
ADOBE INC
-$23.4K
167
-28%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$23.1K
900
-10%
减持
JNJ
JOHNSON & JOHNSON
+$22.5K
2,403
-6%
减持
AAL
AMERICAN AIRLS GROUP INC
-$22.2K
77
-96%
增持
BAC
BANK AMERICA CORP
+$21.9K
1,892
+19%
清仓
SMR
NUSCALE PWR CORP
-$21.6K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$21.2K
116
-11%
增持
BX
BLACKSTONE INC
-$21.1K
1,298
+0%
增持
NJR
NEW JERSEY RES CORP
-$20.8K
10,615
+0%
减持
NVDA
NVIDIA CORPORATION
-$20.3K
13,561
-1%
减持
PGNY
PROGYNY INC
+$20.2K
23,477
-13%
减持
NOK
NOKIA CORP
-$20.1K
277
-94%
减持
SCHF
SCHWAB STRATEGIC TR
-$19.6K
55,238
-5%
减持
HPI
HANCOCK JOHN PFD INCOME FD
-$19.4K
2,039
-32%
减持
IVE
ISHARES TR
-$19.3K
209
-32%
减持
BA
BOEING CO
-$18.5K
1,366
-6%
减持
WBD
WARNER BROS DISCOVERY INC
+$18.3K
1,975
-0%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$18.2K
206
增持
JPM
JPMORGAN CHASE & CO.
+$18.1K
2,008
+1%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$18.0K
8,131
+5%
减持
MMM
3M CO
-$17.8K
231
-35%
清仓
—
UNILEVER PLC
-$17.8K
0
-100%
建仓
UL
UNILEVER PLC
+$17.4K
266
减持
SCHD
SCHWAB STRATEGIC TR
-$17.1K
2,053
-24%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$17.0K
15,439
+0%
减持
SPYG
SPDR SERIES TRUST
-$16.9K
136
-55%
减持
QQQ
INVESCO QQQ TR
-$14.6K
156
-15%
减持
DELL
DELL TECHNOLOGIES INC
-$14.3K
416
-11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$14.2K
5,015
+1%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$13.8K
244
清仓
JPSE
J P MORGAN EXCHANGE TRADED F
-$13.7K
0
-100%
清仓
CRWV
COREWEAVE INC
-$13.7K
0
-100%
建仓
HDV
ISHARES TR
+$13.3K
109
建仓
—
TOTALENERGIES SE
+$13.1K
200
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$12.3K
0
-100%
减持
DIS
DISNEY WALT CO
-$12.2K
5,509
-1%
清仓
—
TOTALENERGIES SE
-$11.9K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$11.7K
1,172
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$11.2K
1,097
+21%
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$11.1K
115
建仓
ADI
ANALOG DEVICES INC
+$11.1K
40
减持
BCBP
BCB BANCORP INC
-$10.4K
1,114
-50%
减持
CSCO
CISCO SYS INC
+$9.9K
2,062
-5%
减持
VDE
VANGUARD WORLD FD
-$9.7K
22,762
-0%
建仓
SMDV
PROSHARES TR
+$9.0K
136
增持
V
VISA INC
+$8.7K
635
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$8.7K
213
-7%
减持
SCHH
SCHWAB STRATEGIC TR
-$8.7K
6,008
-3%
减持
AMAT
APPLIED MATLS INC
+$8.6K
203
-5%
减持
F
FORD MTR CO
-$8.5K
2,782
-26%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$8.4K
8,140
-4%
清仓
SPYD
SPDR SERIES TRUST
-$8.3K
0
-100%
增持
ABT
ABBOTT LABS
-$8.2K
953
+0%
增持
NOW
SERVICENOW INC
-$8.0K
260
+400%
减持
PFE
PFIZER INC
-$7.9K
4,904
-4%
增持
BNY
BANK NEW YORK MELLON CORP
+$7.5K
770
+2%
增持
BLK
BLACKROCK INC
-$7.4K
114
+3%
增持
C
CITIGROUP INC
+$7.4K
351
+6%
清仓
DIV
GLOBAL X FDS
-$6.9K
0
-100%
减持
KKR
KKR & CO INC
-$6.1K
433
-8%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.7K
580
+5%
减持
GEV
GE VERNOVA INC
+$5.7K
179
-1%
减持
PR
PERMIAN RESOURCES CORP
-$5.5K
950
-35%
增持
ABBV
ABBVIE INC
-$5.4K
2,462
+0%
建仓
Q
QNITY ELECTRONICS INC
+$5.4K
66
减持
IWM
ISHARES TR
+$5.2K
1,695
-0%
建仓
EFOR
ASGN INC
+$5.2K
107
增持
WDC
WESTERN DIGITAL CORP
+$5.2K
55
+53%
清仓
—
CYBERARK SOFTWARE LTD
-$4.8K
0
-100%
建仓
ITA
ISHARES TR
+$4.7K
22
减持
EEM
ISHARES TR
-$4.5K
832
-11%
增持
RCS
PIMCO STRATEGIC INCOME FD
-$4.3K
2,283
+2%
增持
SLB
SLB LIMITED
+$4.3K
1,058
+0%
增持
SPGI
S&P GLOBAL INC
+$4.2K
64
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.2K
132
-11%
增持
PH
PARKER-HANNIFIN CORP
+$4.0K
8
+100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$3.7K
0
-100%
增持
WELL
WELLTOWER INC
+$3.7K
207
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$3.5K
1,164
+100%
清仓
ESGU
ISHARES TR
-$3.2K
0
-100%
建仓
VCR
VANGUARD WORLD FD
+$3.2K
8
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.0K
58
+123%
增持
LMT
LOCKHEED MARTIN CORP
-$3.0K
353
+1%
减持
INTC
INTEL CORP
+$2.9K
955
-1%
增持
APH
AMPHENOL CORP NEW
+$2.9K
39
+105%
增持
ROST
ROSS STORES INC
+$2.9K
26
+117%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.8K
5
+150%
减持
WMT
WALMART INC
-$2.7K
2,310
-8%
清仓
SNAP
SNAP INC
-$2.5K
0
-100%
减持
ENB
ENBRIDGE INC
-$2.4K
19
-70%
