SMITH, MOORE & CO.
CLAYTON MO · SEC CIK 0000200724
$15.40亿2026Q2 申报市值
586持仓数
29.4%前十大占比 · 第一大 5.5%
47 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$647.71万
SPMO 加仓+$575.39万
VGT 加仓+$340.85万
AVEM 加仓+$276.26万
SCMB 加仓+$246.02万
2026Q2 卖出最多 按季末市值估算
PYLD 减仓-$1,118.63万
EXXON MOBIL CORP 清仓-$795.81万
SCHG 减仓-$136.68万
DIMENSIONAL U.S. 重新持有-$110.11万
HON 减仓-$97.80万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $8,409.34万 | 5.46% | 112,291 | 2,828 | 2.6% | $211.79万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $7,026.14万 | 4.56% | 189,875 | 785 | 0.4% | $29.05万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $4,488.92万 | 2.91% | 197,698 | -1,205 | -0.6% | -$27.36万 | 减仓 |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $4,475.23万 | 2.91% | 906,468 | 9,775 | 1.1% | $48.26万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $4,278.28万 | 2.78% | 60,828 | -699 | -1.1% | -$49.16万 | 减仓 |
| AAPL | APPLE INC COM | $4,057.69万 | 2.63% | 140,230 | -2,424 | -1.7% | -$70.14万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $3,537.91万 | 2.30% | 284,924 | -6,144 | -2.1% | -$76.29万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $3,496.06万 | 2.27% | 46,816 | 560 | 1.2% | $41.82万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3,200.99万 | 2.08% | 215,831 | -737 | -0.3% | -$10.93万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,282.27万 | 1.48% | 30,992 | 1,359 | 4.6% | $100.08万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $2,266.28万 | 1.47% | 459,878 | 26,975 | 6.2% | $132.93万 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $2,256.52万 | 1.46% | 816,101 | 31,856 | 4.1% | $88.08万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $2,056.70万 | 1.34% | 86,920 | -1,755 | -2.0% | -$41.53万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,994.42万 | 1.29% | 258,647 | 397 | 0.2% | $3.06万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,973.96万 | 1.28% | 277,047 | -1,927 | -0.7% | -$13.73万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,952.49万 | 1.27% | 64,986 | -1,585 | -2.4% | -$47.62万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1,733.25万 | 1.13% | 308,626 | -6,434 | -2.0% | -$36.13万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1,704.23万 | 1.11% | 210,243 | 9,853 | 4.9% | $79.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,566.92万 | 1.02% | 78,311 | -1,304 | -1.6% | -$26.09万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,558.77万 | 1.01% | 330,248 | 6,668 | 2.1% | $31.47万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $1,480.98万 | 0.96% | 321,603 | 14,106 | 4.6% | $64.96万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $1,426.62万 | 0.93% | 67,050 | -2,819 | -4.0% | -$59.98万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $1,240.73万 | 0.81% | 326,851 | 9,986 | 3.2% | $37.91万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1,195.32万 | 0.78% | 236,745 | -3,810 | -1.6% | -$19.24万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1,115.63万 | 0.72% | 186,905 | 613 | 0.3% | $3.66万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,115.45万 | 0.72% | 16,241 | 300 | 1.9% | $20.60万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,099.37万 | 0.71% | 10,324 | -287 | -2.7% | -$30.56万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $1,059.16万 | 0.69% | 140,379 | -1,156 | -0.8% | -$8.72万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,026.30万 | 0.67% | 28,718 | -63 | -0.2% | -$2.25万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $975.85万 | 0.63% | 26,161 | -410 | -1.5% | -$15.29万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $964.84万 | 0.63% | 80,726 | 28,518 | 54.6% | $340.85万 | 加仓 |
| IWC | ISHARES MICRO-CAP ETF | $940.40万 | 0.61% | 47,010 | -570 | -1.2% | -$11.40万 | 减仓 |
| AMZN | AMAZON COM INC COM | $938.25万 | 0.61% | 39,366 | 1,350 | 3.6% | $32.18万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $925.93万 | 0.60% | 173,168 | -1,924 | -1.1% | -$10.29万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $922.82万 | 0.60% | 111,398 | -3,981 | -3.5% | -$32.98万 | 减仓 |
| TOUS | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $899.40万 | 0.58% | 234,402 | 17,173 | 7.9% | $65.89万 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $851.68万 | 0.55% | 329,854 | 95,284 | 40.6% | $246.02万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $846.81万 | 0.55% | 63,550 | 4,474 | 7.6% | $59.62万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $839.06万 | 0.54% | 85,401 | -768 | -0.9% | -$7.55万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $808.89万 | 0.53% | 255,090 | 17,256 | 7.3% | $54.72万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $798.19万 | 0.52% | 77,457 | -2,954 | -3.7% | -$30.44万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $785.28万 | 0.51% | 185,514 | 8,493 | 4.8% | $35.95万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $773.23万 | 0.50% | 128,251 | 36,854 | 40.3% | $222.19万 | 加仓 |
| GRNJ | FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF | $746.34万 | 0.48% | 237,384 | 42,990 | 22.1% | $135.16万 | 加仓 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $732.75万 | 0.48% | 80,021 | -1,932 | -2.4% | -$17.69万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $728.79万 | 0.47% | 96,160 | -1,255 | -1.3% | -$9.51万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $727.10万 | 0.47% | 84,410 | 1,718 | 2.1% | $14.80万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $727.00万 | 0.47% | 96,279 | 61 | 0.1% | $4,606 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $720.91万 | 0.47% | 49,162 | 2,533 | 5.4% | $37.14万 | 加仓 |
| ABBV | ABBVIE INC COM | $718.27万 | 0.47% | 28,543 | -718 | -2.5% | -$18.07万 | 减仓 |
| LLY | ELI LILLY & CO COM | $709.13万 | 0.46% | 5,912 | 240 | 4.2% | $28.79万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $705.02万 | 0.46% | 75,500 | -1,100 | -1.4% | -$10.27万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $647.71万 | 0.42% | 47,375 | 47,375 | — | $647.71万 | 新建仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $641.23万 | 0.42% | 39,695 | 35,619 | 873.9% | $575.39万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $626.90万 | 0.41% | 82,836 | 25,620 | 44.8% | $193.89万 | 加仓 |
| WMT | WALMART INC COM | $613.22万 | 0.40% | 54,143 | 31 | 0.1% | $3,511 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $611.81万 | 0.40% | 84,547 | -9,476 | -10.1% | -$68.57万 | 减仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $611.55万 | 0.40% | 114,523 | 13,668 | 13.6% | $72.99万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $588.69万 | 0.38% | 23,180 | 979 | 4.4% | $24.86万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $578.94万 | 0.38% | 171,082 | -40,391 | -19.1% | -$136.68万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $577.38万 | 0.37% | 71,662 | 234 | 0.3% | $1.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $565.75万 | 0.37% | 17,284 | 106 | 0.6% | $3.47万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $561.15万 | 0.36% | 25,749 | 1,687 | 7.0% | $36.77万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $540.21万 | 0.35% | 31,751 | 164 | 0.5% | $2.79万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $534.13万 | 0.35% | 105,496 | -749 | -0.7% | -$3.79万 | 减仓 |
| GLD | SPDR GOLD SHARES | $525.60万 | 0.34% | 14,268 | -17 | -0.1% | -$6,262 | 减仓 |
| META | META PLATFORMS INC CL A | $524.09万 | 0.34% | 9,304 | 9 | 0.1% | $5,070 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $523.21万 | 0.34% | 21,582 | 44 | 0.2% | $1.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $519.00万 | 0.34% | 10,372 | 875 | 9.2% | $43.78万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $504.79万 | 0.33% | 48,556 | 390 | 0.8% | $4.05万 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $499.51万 | 0.32% | 210,944 | 4,301 | 2.1% | $10.18万 | 加仓 |
| VFMV | VANGUARD U.S. MINIMUM VOLATILITY ETF | $479.14万 | 0.31% | 34,380 | 339 | 1.0% | $4.72万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $467.25万 | 0.30% | 17,276 | -29 | -0.2% | -$7,843 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $466.22万 | 0.30% | 104,816 | -16,533 | -13.6% | -$73.54万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $443.80万 | 0.29% | 167,347 | -421,808 | -71.6% | -$1,118.63万 | 减仓 |
| TSLA | TESLA INC COM | $424.26万 | 0.28% | 10,087 | 13 | 0.1% | $5,468 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $422.80万 | 0.27% | 11,966 | 79 | 0.7% | $2.79万 | 加仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $422.20万 | 0.27% | 54,810 | -2,129 | -3.7% | -$16.40万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $412.95万 | 0.27% | 62,940 | 1,796 | 2.9% | $11.78万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $403.95万 | 0.26% | 36,616 | 2,474 | 7.2% | $27.29万 | 加仓 |
| INCM | FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF | $401.75万 | 0.26% | 139,230 | -4,642 | -3.2% | -$13.39万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $399.83万 | 0.26% | 64,281 | 1,618 | 2.6% | $10.06万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $395.11万 | 0.26% | 64,288 | 4,234 | 7.1% | $26.02万 | 加仓 |
| GLW | CORNING INC COM | $391.90万 | 0.25% | 15,343 | -1,694 | -9.9% | -$43.27万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $389.54万 | 0.25% | 134,510 | -2,134 | -1.6% | -$6.18万 | 减仓 |
| UNP | UNION PAC CORP COM | $373.78万 | 0.24% | 13,742 | 34 | 0.2% | $9,248 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $370.13万 | 0.24% | 38,324 | 4,017 | 11.7% | $38.80万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $364.27万 | 0.24% | 36,802 | 198 | 0.5% | $1.96万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $340.35万 | 0.22% | 11,228 | -8 | -0.1% | -$2,425 | 减仓 |
| — | PGIM S&P 500 BUFFER 20 ETF - MARCH | $339.88万 | 0.22% | 105,904 | 8,594 | 8.8% | $27.58万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $335.88万 | 0.22% | 8,202 | -97 | -1.2% | -$3.97万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $333.39万 | 0.22% | 20,381 | 232 | 1.2% | $3.80万 | 加仓 |
| HEQT | SIMPLIFY HEDGED EQUITY ETF | $333.28万 | 0.22% | 99,368 | -371 | -0.4% | -$1.24万 | 减仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $331.98万 | 0.22% | 29,387 | -129 | -0.4% | -$1.46万 | 减仓 |
| GEV | GE VERNOVA INC COM | $330.25万 | 0.21% | 2,811 | 18 | 0.6% | $2.11万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $324.74万 | 0.21% | 22,685 | 694 | 3.2% | $9.93万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $318.68万 | 0.21% | 35,468 | 2,203 | 6.6% | $19.79万 | 加仓 |
| AVGO | BROADCOM INC COM | $311.67万 | 0.20% | 8,251 | -53 | -0.6% | -$2.00万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $308.45万 | 0.20% | 102,782 | 5,701 | 5.9% | $17.11万 | 加仓 |
| MRK | MERCK & CO INC COM | $308.09万 | 0.20% | 23,976 | -1,997 | -7.7% | -$25.66万 | 减仓 |