13F 机构持仓

SMITH SHELLNUT WILSON LLC /ADV

Ridgeland MS · SEC CIK 0000944317

2026Q22026Q1 更早 9 个季度 🔒
$2.29亿2026Q1 申报市值
145持仓数
44.3%前十大占比 · 第一大 8.7%
6 / 5新建仓 / 清仓
申报市值走势$2.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 8.7%
ITOT 5.8%
QQQ 5.4%
VOO 4.3%
ORCL 4.2%
NOBL 4.2%
IJH 3.6%
AAPL 3.4%
JNJ 2.4%
IEFA 2.3%

2026Q1 买入最多 按季末市值估算

GARP 新建仓+$89.23万
VWO 新建仓+$46.77万
FENY 加仓+$43.55万
RTX 新建仓+$25.68万
BINC 新建仓+$25.47万

2026Q1 卖出最多 按季末市值估算

VOO 减仓-$1,184.45万
AGG 减仓-$622.42万
WMT 减仓-$175.33万
ITOT 减仓-$123.70万
AAPL 减仓-$48.07万

2026Q1 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
MDLZ MONDELEZ INTL INC $00.00%0 -6,480-100.0% -$34.88万 清仓
PFSI PENNYMAC FINL SVCS INC NEW $00.00%0 -1,850-100.0% -$24.39万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -3,639-100.0% -$22.32万 清仓
MDT MEDTRONIC PLC $00.00%0 -2,292-100.0% -$22.02万 清仓
LPX LOUISIANA PAC CORP $00.00%0 -2,540-100.0% -$20.51万 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $9.69万0.04%12,855 00.0% — 不变
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $10.70万0.05%10,522 00.0% — 不变
PMAR INNOVATOR ETFS TRUST $20.08万0.09%4,500 00.0% — 不变
NEE NEXTERA ENERGY INC $20.09万0.09%2,163 2,163— $20.09万 新建仓
RY ROYAL BK CDA $20.27万0.09%1,253 00.0% — 不变
PWR QUANTA SVCS INC $20.31万0.09%370 370— $20.31万 新建仓
CSCO CISCO SYS INC $21.12万0.09%2,722 00.0% — 不变
TJX TJX COS INC NEW $21.21万0.09%1,328 -8-0.6% -$1,278 减仓
TRMK TRUSTMARK CORP $21.77万0.10%5,165 00.0% — 不变
CB CHUBB LTD SWITZ $21.94万0.10%673 00.0% — 不变
TGT TARGET CORP $23.59万0.10%1,946 -353-15.4% -$4.28万 重新持有
KAI KADANT INC $24.12万0.11%825 00.0% — 不变
VSLU ETF OPPORTUNITIES TRUST $24.65万0.11%5,895 -500-7.8% -$2.09万 减仓
CHD CHURCH & DWIGHT CO INC $24.95万0.11%2,674 00.0% — 不变
— INNOVATOR ETFS TRUST $25.01万0.11%6,531 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $25.19万0.11%867 00.0% — 不变
LLY ELI LILLY & CO $25.39万0.11%276 -8-2.8% -$7,358 减仓
BINC BLACKROCK ETF TRUST II $25.47万0.11%4,905 4,905— $25.47万 新建仓
RTX RTX CORPORATION $25.68万0.11%1,331 1,331— $25.68万 新建仓
HPQ HP INC $25.79万0.11%13,424 00.0% — 不变
FELC FIDELITY COVINGTON TRUST $26.12万0.11%7,201 -3,240-31.0% -$11.75万 减仓
HAL HALLIBURTON CO $26.23万0.11%6,727 -1,500-18.2% -$5.85万 重新持有
FUTY FIDELITY COVINGTON TRUST $26.35万0.12%4,461 50.1% $295 加仓
IYR ISHARES TR $26.57万0.12%2,810 00.0% — 不变
INTC INTEL CORP $26.69万0.12%6,047 -40-0.7% -$1,765 减仓
ABT ABBOTT LABORATORIES $27.02万0.12%2,632 -1,683-39.0% -$17.28万 减仓
ADM ARCHER DANIELS MIDLAND CO $28.09万0.12%3,865 -2,227-36.6% -$16.19万 减仓
CBSH COMMERCE BANCSHARES INC $28.26万0.12%5,743 00.0% — 不变
BOOT BOOT BARN HLDGS INC $28.91万0.13%1,975 00.0% — 不变
PSEP INNOVATOR ETFS TRUST $30.14万0.13%7,000 00.0% — 不变
PNR PENTAIR PLC $30.58万0.13%3,511 00.0% — 不变
CLX CLOROX CO DEL $30.72万0.13%2,964 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $30.77万0.13%12,924 00.0% — 不变
ECL ECOLAB INC $30.91万0.13%1,162 00.0% — 不变
NUE NUCOR CORP $30.98万0.14%1,832 00.0% — 不变
ATO ATMOS ENERGY CORP $31.14万0.14%1,686 -54-3.1% -$9,975 减仓
COR CENCORA INC $31.41万0.14%1,000 00.0% — 不变
PAPR INNOVATOR ETFS TRUST $31.44万0.14%7,900 00.0% — 不变
ADBE ADOBE INC $32.33万0.14%1,330 131.0% $3,160 加仓
QCOM QUALCOMM INC $32.57万0.14%2,529 00.0% — 不变
UFO PROCURE ETF TRUST II $33.16万0.14%7,400 00.0% — 不变
AMGN AMGEN INC $33.85万0.15%962 00.0% — 不变
ONTO ONTO INNOVATION INC $34.19万0.15%1,667 -20-1.2% -$4,101 减仓
CINF CINCINNATI FINL CORP $34.77万0.15%2,210 00.0% — 不变
SHW SHERWIN WILLIAMS CO $35.81万0.16%1,117 -15-1.3% -$4,808 减仓
EMR EMERSON ELEC CO $36.45万0.16%2,782 -22-0.8% -$2,882 减仓
FCOM FIDELITY COVINGTON TRUST $37.02万0.16%5,435 -275-4.8% -$1.87万 减仓
FDIS FIDELITY COVINGTON TRUST $37.12万0.16%3,980 -1,000-20.1% -$9.33万 减仓
GS GOLDMAN SACHS GROUP INC $37.48万0.16%443 00.0% — 不变
DOV DOVER CORP $37.94万0.17%1,820 -15-0.8% -$3,127 减仓
GD GENERAL DYNAMICS CORP $38.23万0.17%1,114 -9-0.8% -$3,089 减仓
HWC HANCOCK WHITNEY CORPORATION $39.04万0.17%6,139 00.0% — 不变
IWY ISHARES TR $39.34万0.17%1,581 -602-27.6% -$14.98万 减仓
MA MASTERCARD INCORPORATED $39.72万0.17%795 -7-0.9% -$3,498 减仓
MMM 3M CO $40.53万0.18%2,791 00.0% — 不变
SYY SYSCO CORP $40.57万0.18%5,687 -984-14.8% -$7.02万 减仓
KKR KKR & CO INC $41.42万0.18%4,478 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $41.57万0.18%2,046 -165-7.5% -$3.35万 减仓
ITW ILLINOIS TOOL WKS INC $41.67万0.18%1,601 00.0% — 不变
NKE NIKE INC $42.13万0.18%7,976 00.0% — 不变
ETR ENTERGY CORP NEW $42.16万0.18%3,752 00.0% — 不变
SPGI S&P GLOBAL INC $43.43万0.19%1,021 -25-2.4% -$1.06万 减仓
BBLU EA SERIES TRUST $43.85万0.19%29,710 -12,497-29.6% -$18.45万 减仓
NOC NORTHROP GRUMMAN CORP $44.35万0.19%650 00.0% — 不变
MEDP MEDPACE HLDGS INC $46.24万0.20%963 00.0% — 不变
TSLA TESLA INC $46.28万0.20%1,245 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $46.77万0.20%8,653 8,653— $46.77万 新建仓
CAH CARDINAL HEALTH INC $47.31万0.21%2,239 -153-6.4% -$3.23万 减仓
LIN LINDE PLC $49.03万0.21%989 -19-1.9% -$9,419 减仓
SNEX STONEX GROUP INC $50.16万0.22%6,219 2,07350.0% $16.72万 加仓
SCHG SCHWAB STRATEGIC TR $50.65万0.22%17,387 -7,674-30.6% -$22.35万 减仓
ENVA ENOVA INTL INC $51.22万0.22%3,771 00.0% — 不变
MRK MERCK & CO INC $53.35万0.23%4,435 1683.9% $2.02万 加仓
MO ALTRIA GROUP INC $53.59万0.23%8,121 -123-1.5% -$8,117 减仓
CVX CHEVRON CORPORATION $54.81万0.24%2,649 00.0% — 不变
JPEF J P MORGAN EXCHANGE TRADED F $55.44万0.24%7,721 -2,510-24.5% -$18.02万 减仓
V VISA INC $56.64万0.25%1,874 00.0% — 不变
VNQ VANGUARD INDEX FDS $58.10万0.25%6,550 00.0% — 不变
CTAS CINTAS CORP $61.06万0.27%3,610 -48-1.3% -$8,119 减仓
IWM ISHARES TR $63.24万0.28%2,550 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $63.70万0.28%2,628 -239-8.3% -$5.79万 减仓
GWW WW GRAINGER INC $66.76万0.29%612 -7-1.1% -$7,636 减仓
SPY STATE STR SPDR S&P 500 ETF T $71.02万0.31%1,092 242.2% $1.56万 加仓
ABBV ABBVIE INC $72.66万0.32%3,341 -1,086-24.5% -$23.62万 减仓
FENY FIDELITY COVINGTON TRUST $72.82万0.32%21,405 12,800148.8% $43.55万 加仓
FFLC FIDELITY COVINGTON TRUST $72.86万0.32%14,207 -5,349-27.4% -$27.43万 减仓
OEF ISHARES TR $75.83万0.33%2,384 -797-25.1% -$25.35万 减仓
ASML ASML HLDG NV $79.51万0.35%602 00.0% — 不变
CAT CATERPILLAR INC $85.44万0.37%1,206 -12-1.0% -$8,502 减仓
GEV GE VERNOVA INC $85.63万0.37%981 -3-0.3% -$2,619 减仓
LITE LUMENTUM HLDGS INC $86.44万0.38%1,230 00.0% — 不变
GARP ISHARES TR $89.23万0.39%13,949 13,949— $89.23万 新建仓
JPM JPMORGAN CHASE & CO $92.66万0.40%3,150 -22-0.7% -$6,472 减仓
PG PROCTER & GAMBLE CO $94.80万0.41%6,563 -27-0.4% -$3,900 减仓
PM PHILIP MORRIS INTL INC $98.99万0.43%5,987 -123-2.0% -$2.03万 减仓