SMITH SHELLNUT WILSON LLC /ADV
Ridgeland MS · SEC CIK 0000944317
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $102.13万 | 0.45% | 1,025 | -4 | -0.4% | -$3,986 | 减仓 |
| META | META PLATFORMS INC | $103.38万 | 0.45% | 1,807 | -10 | -0.6% | -$5,721 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $103.50万 | 0.45% | 26,634 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $104.64万 | 0.46% | 28,128 | -4,229 | -13.1% | -$15.73万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $109.52万 | 0.48% | 6,930 | -55 | -0.8% | -$8,692 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $110.27万 | 0.48% | 42,215 | -1,033 | -2.4% | -$2.70万 | 减仓 |
| WMT | WALMART INC | $118.19万 | 0.52% | 9,510 | -14,108 | -59.7% | -$175.33万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $129.95万 | 0.57% | 15,020 | -14 | -0.1% | -$1,211 | 减仓 |
| AVGO | BROADCOM INC | $133.06万 | 0.58% | 4,299 | -8 | -0.2% | -$2,476 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $141.74万 | 0.62% | 12,643 | -1,212 | -8.7% | -$13.59万 | 减仓 |
| MCD | MCDONALDS CORP | $145.11万 | 0.63% | 4,669 | -651 | -12.2% | -$20.23万 | 减仓 |
| — | EXXON MOBIL CORP | $145.25万 | 0.63% | 8,561 | -56 | -0.6% | -$9,501 | 减仓 |
| GLD | SPDR GOLD TR | $149.57万 | 0.65% | 3,476 | -496 | -12.5% | -$21.34万 | 减仓 |
| RNST | RENASANT CORP | $153.06万 | 0.67% | 42,363 | -100 | -0.2% | -$3,613 | 减仓 |
| FDX | FEDEX CORP | $153.80万 | 0.67% | 4,318 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $156.78万 | 0.68% | 22,334 | -4,481 | -16.7% | -$31.46万 | 减仓 |
| AMZN | AMAZON COM INC | $159.64万 | 0.70% | 7,665 | 205 | 2.7% | $4.27万 | 加仓 |
| GOOGL | ALPHABET INC | $164.51万 | 0.72% | 5,721 | 320 | 5.9% | $9.20万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $165.31万 | 0.72% | 61,136 | -10,000 | -14.1% | -$27.04万 | 减仓 |
| KO | COCA COLA CO | $180.69万 | 0.79% | 23,760 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I | $186.81万 | 0.82% | 47,925 | -8,188 | -14.6% | -$31.92万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $199.85万 | 0.87% | 4,907 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $201.86万 | 0.88% | 18,399 | -47 | -0.3% | -$5,156 | 减仓 |
| IJJ | ISHARES TR | $207.20万 | 0.90% | 15,638 | -96 | -0.6% | -$1.27万 | 减仓 |
| IJK | ISHARES TR | $228.85万 | 1.00% | 22,744 | -133 | -0.6% | -$1.34万 | 减仓 |
| GOOG | ALPHABET INC | $238.24万 | 1.04% | 8,305 | 375 | 4.7% | $10.76万 | 加仓 |
| WFC | WELLS FARGO & CO | $239.67万 | 1.05% | 30,106 | -367 | -1.2% | -$2.92万 | 减仓 |
| BAC | BANK AMERICA CORP | $253.84万 | 1.11% | 52,070 | -4,058 | -7.2% | -$19.78万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $258.64万 | 1.13% | 47,413 | -8,281 | -14.9% | -$45.17万 | 减仓 |
| PFF | ISHARES TR | $263.90万 | 1.15% | 87,037 | -744 | -0.8% | -$2.26万 | 减仓 |
| DVY | ISHARES TR | $267.65万 | 1.17% | 17,677 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $300.93万 | 1.31% | 12,736 | -27 | -0.2% | -$6,380 | 减仓 |
| PEP | PEPSICO INC | $315.27万 | 1.38% | 20,302 | -9 | -0.0% | -$1,398 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $330.76万 | 1.44% | 8,443 | -4 | -0.0% | -$1,567 | 减仓 |
| NVDA | NVIDIA CORPORATION | $350.37万 | 1.53% | 20,090 | 979 | 5.1% | $17.07万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $379.00万 | 1.65% | 18,217 | -109 | -0.6% | -$2.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $380.57万 | 1.66% | 10,281 | -504 | -4.7% | -$18.66万 | 减仓 |
| IJR | ISHARES TR | $441.93万 | 1.93% | 35,551 | -98 | -0.3% | -$1.22万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $475.65万 | 2.08% | 20,017 | -726 | -3.5% | -$17.25万 | 减仓 |
| AGG | ISHARES TR | $497.74万 | 2.17% | 50,140 | -62,699 | -55.6% | -$622.42万 | 减仓 |
| IEFA | ISHARES TR | $530.71万 | 2.32% | 58,622 | -366 | -0.6% | -$3.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $558.20万 | 2.44% | 22,836 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $768.50万 | 3.35% | 30,281 | -1,894 | -5.9% | -$48.07万 | 减仓 |
| IJH | ISHARES TR | $817.59万 | 3.57% | 121,070 | 305 | 0.3% | $2.06万 | 加仓 |
| NOBL | PROSHARES TR | $951.29万 | 4.15% | 89,736 | -1,129 | -1.2% | -$11.97万 | 减仓 |
| ORCL | ORACLE CORP | $956.07万 | 4.17% | 64,990 | -159 | -0.2% | -$2.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $991.98万 | 4.33% | 16,601 | -19,822 | -54.4% | -$1,184.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,237.47万 | 5.40% | 21,440 | -96 | -0.4% | -$5.54万 | 减仓 |
| ITOT | ISHARES TR | $1,338.63万 | 5.84% | 93,985 | -8,685 | -8.5% | -$123.70万 | 减仓 |
| IVV | ISHARES TR | $1,997.57万 | 8.72% | 30,581 | -110 | -0.4% | -$7.19万 | 减仓 |