SMITHBRIDGE ASSET MANAGEMENT INC/DE
Chadds Ford PA · SEC CIK 0001103245
$6.74亿2026Q1 申报市值
183持仓数
30.6%前十大占比 · 第一大 4.9%
28 / 25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
VEA 加仓+$476.79万
IVV 加仓+$422.95万
MUB 新建仓+$365.19万
AMD 新建仓+$302.28万
COST 加仓+$265.75万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$2,346.90万
VRT 减仓-$2,058.01万
VCRB 减仓-$1,896.64万
SPY 减仓-$1,728.21万
DIA 减仓-$1,666.80万
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $94.02万 | 0.14% | 4,372 | -3,762 | -46.3% | -$80.91万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $95.51万 | 0.14% | 19,145 | 19,145 | — | $95.51万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $103.12万 | 0.15% | 35,461 | -36,755 | -50.9% | -$106.88万 | 减仓 |
| UNP | UNION PAC CORP | $108.65万 | 0.16% | 4,478 | 4,478 | — | $108.65万 | 新建仓 |
| AFL | AFLAC INC | $111.36万 | 0.17% | 10,150 | -10,150 | -50.0% | -$111.36万 | 减仓 |
| TXT | TEXTRON INC | $111.64万 | 0.17% | 12,750 | -12,750 | -50.0% | -$111.64万 | 减仓 |
| — | EXXON MOBIL CORP | $112.23万 | 0.17% | 6,615 | 2,014 | 43.8% | $34.17万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $115.95万 | 0.17% | 47,777 | -54,877 | -53.5% | -$133.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $117.69万 | 0.17% | 3,668 | -1,826 | -33.2% | -$58.59万 | 减仓 |
| DLTR | DOLLAR TREE INC | $121.21万 | 0.18% | 11,068 | -11,001 | -49.8% | -$120.47万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $121.93万 | 0.18% | 15,550 | 15,550 | — | $121.93万 | 新建仓 |
| SUB | ISHARES TR | $122.39万 | 0.18% | 11,492 | -11,492 | -50.0% | -$122.39万 | 减仓 |
| MRK | MERCK & CO INC | $126.52万 | 0.19% | 10,518 | 2,404 | 29.6% | $28.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $128.30万 | 0.19% | 15,504 | -27,544 | -64.0% | -$227.93万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $130.07万 | 0.19% | 16,243 | -16,155 | -49.9% | -$129.37万 | 减仓 |
| IWF | ISHARES TR | $131.50万 | 0.20% | 3,084 | 70 | 2.3% | $2.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $131.86万 | 0.20% | 2,207 | 2,207 | — | $131.86万 | 新建仓 |
| MCD | MCDONALDS CORP | $139.51万 | 0.21% | 4,489 | 4,489 | — | $139.51万 | 新建仓 |
| CMI | CUMMINS INC | $147.31万 | 0.22% | 2,738 | -2,894 | -51.4% | -$155.70万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $149.09万 | 0.22% | 11,218 | 11,218 | — | $149.09万 | 新建仓 |
| ZTS | ZOETIS INC | $154.37万 | 0.23% | 13,059 | 13,059 | — | $154.37万 | 新建仓 |
| GLD | SPDR GOLD TR | $159.21万 | 0.24% | 3,700 | 3,700 | — | $159.21万 | 新建仓 |
| CRM | SALESFORCE INC | $161.95万 | 0.24% | 8,676 | -10,227 | -54.1% | -$190.91万 | 减仓 |
| SLB | SLB LIMITED | $164.59万 | 0.24% | 32,027 | -33,313 | -51.0% | -$171.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $169.74万 | 0.25% | 8,204 | -5,934 | -42.0% | -$122.77万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $176.64万 | 0.26% | 23,987 | 23,987 | — | $176.64万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $178.95万 | 0.27% | 5,214 | -4,846 | -48.2% | -$166.32万 | 减仓 |
| CSCO | CISCO SYS INC | $179.02万 | 0.27% | 23,072 | 17,748 | 333.4% | $137.71万 | 加仓 |
| EMR | EMERSON ELEC CO | $180.36万 | 0.27% | 13,766 | 6,966 | 102.4% | $91.27万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $181.98万 | 0.27% | 54,274 | -54,274 | -50.0% | -$181.98万 | 减仓 |
| C | CITIGROUP INC | $182.10万 | 0.27% | 16,057 | 13,804 | 612.7% | $156.55万 | 加仓 |
| CTVA | CORTEVA INC | $182.34万 | 0.27% | 21,782 | 21,782 | — | $182.34万 | 新建仓 |
| LIN | LINDE PLC | $185.71万 | 0.28% | 3,746 | 3,746 | — | $185.71万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $187.43万 | 0.28% | 5,847 | -5,892 | -50.2% | -$188.87万 | 减仓 |
| VO | VANGUARD INDEX FDS | $187.61万 | 0.28% | 6,533 | 6,533 | — | $187.61万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $194.70万 | 0.29% | 7,880 | -8,455 | -51.8% | -$208.91万 | 减仓 |
| IDCC | INTERDIGITAL INC | $202.34万 | 0.30% | 6,700 | -9,100 | -57.6% | -$274.82万 | 减仓 |
| BA | BOEING CO | $205.08万 | 0.30% | 10,304 | 10,304 | — | $205.08万 | 新建仓 |
| SEIC | SEI INVTS CO | $205.60万 | 0.30% | 26,201 | -400 | -1.5% | -$3.14万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $207.96万 | 0.31% | 26,234 | -39,966 | -60.4% | -$316.81万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $208.84万 | 0.31% | 41,776 | -17,144 | -29.1% | -$85.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $213.23万 | 0.32% | 4,338 | -4,368 | -50.2% | -$214.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $213.28万 | 0.32% | 8,143 | 8,143 | — | $213.28万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $219.35万 | 0.33% | 4,390 | -4,401 | -50.1% | -$219.90万 | 减仓 |
| BLK | BLACKROCK INC | $230.62万 | 0.34% | 2,398 | 2,398 | — | $230.62万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $235.39万 | 0.35% | 8,699 | -9,173 | -51.3% | -$248.21万 | 减仓 |
| EFA | ISHARES TR | $245.64万 | 0.36% | 25,290 | 25,290 | — | $245.64万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $251.98万 | 0.37% | 9,157 | -9,535 | -51.0% | -$262.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $255.62万 | 0.38% | 47,293 | 47,293 | — | $255.62万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $256.89万 | 0.38% | 24,997 | -30,903 | -55.3% | -$317.59万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $258.16万 | 0.38% | 34,353 | -15,581 | -31.2% | -$117.09万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $272.17万 | 0.40% | 13,781 | -14,024 | -50.4% | -$276.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $288.10万 | 0.43% | 6,012 | 4,172 | 226.7% | $199.92万 | 加仓 |
| EMXC | ISHARES INC | $299.54万 | 0.44% | 38,080 | -34,766 | -47.7% | -$273.47万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $301.40万 | 0.45% | 32,071 | -33,020 | -50.7% | -$310.32万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $302.28万 | 0.45% | 14,859 | 14,859 | — | $302.28万 | 新建仓 |
| UL | UNILEVER PLC | $323.04万 | 0.48% | 56,703 | -57,183 | -50.2% | -$325.77万 | 减仓 |
| IEMG | ISHARES INC | $324.48万 | 0.48% | 46,520 | -41,705 | -47.3% | -$290.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $328.12万 | 0.49% | 3,293 | 2,667 | 426.0% | $265.75万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $328.34万 | 0.49% | 20,480 | -20,981 | -50.6% | -$336.37万 | 减仓 |
| DE | DEERE & CO | $350.63万 | 0.52% | 6,225 | 2,070 | 49.8% | $116.59万 | 加仓 |
| FISV | FISERV INC | $355.06万 | 0.53% | 63,630 | -60,570 | -48.8% | -$337.98万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $355.50万 | 0.53% | 13,324 | -13,214 | -49.8% | -$352.56万 | 减仓 |
| NVO | NOVO-NORDISK A S | $363.79万 | 0.54% | 98,990 | -100,198 | -50.3% | -$368.23万 | 减仓 |
| MUB | ISHARES TR | $365.19万 | 0.54% | 34,403 | 34,403 | — | $365.19万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $413.54万 | 0.61% | 11,523 | -11,635 | -50.2% | -$417.56万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $426.88万 | 0.63% | 84,347 | -75,158 | -47.1% | -$380.37万 | 减仓 |
| NFLX | NETFLIX INC. | $442.58万 | 0.66% | 46,030 | -47,870 | -51.0% | -$460.27万 | 减仓 |
| PEP | PEPSICO INC | $474.15万 | 0.70% | 30,533 | -19,894 | -39.5% | -$308.93万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $478.78万 | 0.71% | 46,633 | -41,457 | -47.1% | -$425.64万 | 减仓 |
| APP | APPLOVIN CORP | $482.10万 | 0.72% | 12,113 | -13,116 | -52.0% | -$522.02万 | 减仓 |
| URI | UNITED RENTALS INC | $500.59万 | 0.74% | 6,871 | -7,264 | -51.4% | -$529.23万 | 减仓 |
| MDT | MEDTRONIC PLC | $537.01万 | 0.80% | 61,975 | -61,891 | -50.0% | -$536.29万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $539.45万 | 0.80% | 27,205 | -26,815 | -49.6% | -$531.71万 | 减仓 |
| ECL | ECOLAB INC | $546.46万 | 0.81% | 20,542 | -20,290 | -49.7% | -$539.75万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $559.04万 | 0.83% | 38,704 | -24,972 | -39.2% | -$360.70万 | 减仓 |
| LLY | ELI LILLY & CO | $566.49万 | 0.84% | 6,159 | -6,462 | -51.2% | -$594.36万 | 减仓 |
| SYK | STRYKER CORPORATION | $581.60万 | 0.86% | 17,700 | -17,420 | -49.6% | -$572.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $653.12万 | 0.97% | 101,922 | 74,406 | 270.4% | $476.79万 | 加仓 |
| QCOM | QUALCOMM INC | $655.41万 | 0.97% | 50,894 | -50,756 | -49.9% | -$653.64万 | 减仓 |
| ABBV | ABBVIE INC | $686.92万 | 1.02% | 31,584 | -27,428 | -46.5% | -$596.53万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $704.90万 | 1.05% | 32,547 | -32,547 | -50.0% | -$704.90万 | 减仓 |
| IVV | ISHARES TR | $714.81万 | 1.06% | 10,943 | 6,475 | 144.9% | $422.95万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $723.23万 | 1.07% | 64,910 | -68,655 | -51.4% | -$764.95万 | 减仓 |
| NVS | NOVARTIS AG | $745.11万 | 1.11% | 48,780 | -49,032 | -50.1% | -$748.96万 | 减仓 |
| — | HONEYWELL INTL INC | $763.91万 | 1.13% | 33,797 | -25,121 | -42.6% | -$567.81万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $784.01万 | 1.16% | 12,972 | -12,908 | -49.9% | -$780.15万 | 减仓 |
| IJR | ISHARES TR | $846.89万 | 1.26% | 68,127 | -59,388 | -46.6% | -$738.25万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $972.21万 | 1.44% | 11,492 | -5,224 | -31.3% | -$441.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,074.38万 | 1.59% | 43,953 | -41,230 | -48.4% | -$1,007.81万 | 减仓 |
| IEFA | ISHARES TR | $1,075.39万 | 1.60% | 118,788 | -92,195 | -43.7% | -$834.64万 | 减仓 |
| IJH | ISHARES TR | $1,082.50万 | 1.61% | 160,299 | -126,265 | -44.1% | -$852.67万 | 减仓 |
| TJX | TJX COS INC NEW | $1,106.36万 | 1.64% | 69,277 | -70,341 | -50.4% | -$1,123.35万 | 减仓 |
| GOOGL | ALPHABET INC | $1,107.02万 | 1.64% | 38,497 | -7,395 | -16.1% | -$212.65万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,111.99万 | 1.65% | 146,817 | -125,688 | -46.1% | -$951.96万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,160.38万 | 1.72% | 246,469 | -219,683 | -47.1% | -$1,034.27万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,181.95万 | 1.75% | 208,899 | -167,733 | -44.5% | -$949.03万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,308.56万 | 1.94% | 426,520 | -354,408 | -45.4% | -$1,087.32万 | 减仓 |
| RTX | RTX CORPORATION | $1,354.20万 | 2.01% | 70,202 | -59,538 | -45.9% | -$1,148.49万 | 减仓 |
| GOOG | ALPHABET INC | $1,365.68万 | 2.03% | 47,608 | -43,655 | -47.8% | -$1,252.29万 | 减仓 |