SMITH SHELLNUT WILSON LLC /ADV
Ridgeland MS · SEC CIK 0000944317
$2.68亿2026Q2 申报市值
161持仓数
43.7%前十大占比 · 第一大 8.6%
19 / 3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
MU 新建仓+$70.07万
AMD 新建仓+$57.34万
IJR 加仓+$45.47万
ITOT 加仓+$42.30万
CORT 新建仓+$41.90万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$54.26万
IEFA 减仓-$43.55万
IJH 减仓-$38.96万
VOO 减仓-$38.74万
FENY 减仓-$37.84万
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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $76.61万 | 0.29% | 2,550 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $76.72万 | 0.29% | 3,049 | -292 | -8.7% | -$7.35万 | 减仓 |
| GWW | WW GRAINGER INC | $83.53万 | 0.31% | 614 | 2 | 0.3% | $2,721 | 加仓 |
| META | META PLATFORMS INC | $84.61万 | 0.32% | 1,502 | -305 | -16.9% | -$17.18万 | 减仓 |
| ENVA | ENOVA INTL INC | $90.78万 | 0.34% | 3,771 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $91.11万 | 0.34% | 974 | -51 | -5.0% | -$4.77万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $95.45万 | 0.36% | 6,930 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $98.75万 | 0.37% | 6,734 | 171 | 2.6% | $2.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $103.11万 | 0.38% | 3,150 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $105.54万 | 0.39% | 1,230 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $105.63万 | 0.39% | 2,887 | 503 | 21.1% | $18.40万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $106.37万 | 0.40% | 18,056 | 3,849 | 27.1% | $22.67万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $106.81万 | 0.40% | 5,904 | -83 | -1.4% | -$1.50万 | 减仓 |
| WMT | WALMART INC | $107.71万 | 0.40% | 9,510 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $111.08万 | 0.41% | 8,125 | -436 | -5.1% | -$5.96万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $113.05万 | 0.42% | 28,172 | 44 | 0.2% | $1,766 | 加仓 |
| MCD | MCDONALDS CORP | $114.23万 | 0.43% | 4,226 | -443 | -9.5% | -$11.97万 | 减仓 |
| GEV | GE VERNOVA INC | $115.14万 | 0.43% | 980 | -1 | -0.1% | -$1,175 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $118.15万 | 0.44% | 26,634 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $119.76万 | 0.45% | 602 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $120.53万 | 0.45% | 3,272 | -204 | -5.9% | -$7.51万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $127.49万 | 0.48% | 42,215 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $128.43万 | 0.48% | 1,206 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $132.96万 | 0.50% | 4,246 | -72 | -1.7% | -$2.25万 | 减仓 |
| GARP | ISHARES TR | $133.64万 | 0.50% | 16,189 | 2,240 | 16.1% | $18.49万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $156.83万 | 0.59% | 15,744 | 724 | 4.8% | $7.21万 | 加仓 |
| AVGO | BROADCOM INC | $162.39万 | 0.61% | 4,299 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $170.29万 | 0.64% | 22,243 | -91 | -0.4% | -$6,967 | 减仓 |
| RNST | RENASANT CORP | $182.07万 | 0.68% | 42,799 | 436 | 1.0% | $1.85万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $187.87万 | 0.70% | 61,136 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $191.20万 | 0.71% | 23,526 | -234 | -1.0% | -$1.90万 | 减仓 |
| GOOGL | ALPHABET INC | $194.09万 | 0.72% | 5,431 | -290 | -5.1% | -$10.36万 | 减仓 |
| AMZN | AMAZON COM INC | $203.18万 | 0.76% | 8,525 | 860 | 11.2% | $20.50万 | 加仓 |
| AFL | AFLAC INC | $215.73万 | 0.81% | 18,399 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $220.26万 | 0.82% | 13,635 | 992 | 7.8% | $16.02万 | 加仓 |
| IJJ | ISHARES TR | $229.79万 | 0.86% | 15,555 | -83 | -0.5% | -$1.23万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $231.63万 | 0.86% | 53,520 | 5,595 | 11.7% | $24.22万 | 加仓 |
| WFC | WELLS FARGO & CO | $248.80万 | 0.93% | 30,106 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $263.58万 | 0.98% | 86,449 | -588 | -0.7% | -$1.79万 | 减仓 |
| IJK | ISHARES TR | $266.60万 | 1.00% | 22,689 | -55 | -0.2% | -$6,463 | 减仓 |
| PEP | PEPSICO INC | $272.36万 | 1.02% | 20,115 | -187 | -0.9% | -$2.53万 | 减仓 |
| DVY | ISHARES TR | $276.29万 | 1.03% | 17,677 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $280.82万 | 1.05% | 12,736 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $283.72万 | 1.06% | 8,030 | -275 | -3.3% | -$9.72万 | 减仓 |
| BAC | BANK OF AMER CORP | $296.69万 | 1.11% | 52,070 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $315.62万 | 1.18% | 51,546 | 4,133 | 8.7% | $25.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $378.69万 | 1.41% | 10,152 | -129 | -1.3% | -$4.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $387.45万 | 1.45% | 19,364 | -726 | -3.6% | -$14.53万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $411.87万 | 1.54% | 4,907 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $522.62万 | 1.95% | 54,113 | -4,509 | -7.7% | -$43.55万 | 减仓 |
| AGG | ISHARES TR | $526.00万 | 1.96% | 53,142 | 3,002 | 6.0% | $29.71万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $531.66万 | 1.98% | 18,617 | 400 | 2.2% | $11.42万 | 加仓 |
| IJR | ISHARES TR | $572.73万 | 2.14% | 38,617 | 3,066 | 8.6% | $45.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $579.97万 | 2.17% | 22,836 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $614.97万 | 2.30% | 20,298 | 281 | 1.4% | $8.51万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $814.56万 | 3.04% | 8,441 | -2 | -0.0% | -$1,930 | 减仓 |
| AAPL | APPLE INC | $877.66万 | 3.28% | 30,331 | 50 | 0.2% | $1.45万 | 加仓 |
| IJH | ISHARES TR | $894.61万 | 3.34% | 116,017 | -5,053 | -4.2% | -$38.96万 | 减仓 |
| ORCL | ORACLE CORP | $941.53万 | 3.51% | 64,246 | -744 | -1.1% | -$10.90万 | 减仓 |
| NOBL | PROSHARES TR | $1,002.42万 | 3.74% | 178,493 | -979 | -0.5% | -$5.50万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,101.45万 | 4.11% | 16,037 | -564 | -3.4% | -$38.74万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,570.00万 | 5.86% | 21,320 | -120 | -0.6% | -$8.84万 | 减仓 |
| ITOT | ISHARES TR | $1,586.19万 | 5.92% | 96,560 | 2,575 | 2.7% | $42.30万 | 加仓 |
| IVV | ISHARES TR | $2,291.74万 | 8.56% | 30,602 | 21 | 0.1% | $1.57万 | 加仓 |