SMITHBRIDGE ASSET MANAGEMENT INC/DE
Chadds Ford PA · SEC CIK 0001103245
$7.34亿2026Q2 申报市值
188持仓数
33.4%前十大占比 · 第一大 5.0%
5 / 4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
HONA 新建仓+$358.44万
DHR 新建仓+$220.56万
IJH 加仓+$149.23万
SCHG 加仓+$119.96万
VCRB 加仓+$115.47万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$653.56万
HON 减仓-$393.71万
AMAT 减仓-$278.14万
EFA 减仓-$222.30万
UNH 减仓-$212.59万
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 |
|---|---|---|---|---|---|---|---|---|
| DLTR | DOLLAR TREE INC | $131.44万 | 0.18% | 10,867 | -201 | -1.8% | -$2.43万 | 减仓 |
| CVX | CHEVRON CORPORATION | $134.33万 | 0.18% | 8,104 | -100 | -1.2% | -$1.66万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $148.96万 | 0.20% | 3,584 | -5,115 | -58.8% | -$212.59万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $152.46万 | 0.21% | 16,854 | 611 | 3.8% | $5.53万 | 加仓 |
| IWF | ISHARES TR | $153.01万 | 0.21% | 12,323 | -13 | -0.1% | -$1,614 | 减仓 |
| SLB | SLB LIMITED | $153.02万 | 0.21% | 32,915 | 888 | 2.8% | $4.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $153.24万 | 0.21% | 25,673 | -21,620 | -45.7% | -$129.05万 | 减仓 |
| LIN | LINDE PLC | $155.47万 | 0.21% | 2,996 | -750 | -20.0% | -$38.92万 | 减仓 |
| CTVA | CORTEVA INC | $158.37万 | 0.22% | 18,700 | -3,082 | -14.1% | -$26.10万 | 减仓 |
| BA | BOEING CO | $164.39万 | 0.22% | 7,594 | -2,710 | -26.3% | -$58.66万 | 减仓 |
| EMR | EMERSON ELEC CO | $164.85万 | 0.22% | 11,516 | -2,250 | -16.3% | -$32.21万 | 减仓 |
| IVV | ISHARES TR | $165.95万 | 0.23% | 2,216 | -8,727 | -79.7% | -$653.56万 | 减仓 |
| IDCC | INTERDIGITAL INC | $169.88万 | 0.23% | 6,000 | -700 | -10.4% | -$19.82万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $171.41万 | 0.23% | 53,617 | -657 | -1.2% | -$2.10万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $176.09万 | 0.24% | 23,987 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $181.76万 | 0.25% | 5,131 | -83 | -1.6% | -$2.94万 | 减仓 |
| CMI | CUMMINS INC | $187.79万 | 0.26% | 2,633 | -105 | -3.8% | -$7.49万 | 减仓 |
| C | CITIGROUP INC | $188.40万 | 0.26% | 13,461 | -2,596 | -16.2% | -$36.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $192.05万 | 0.26% | 6,336 | -1,807 | -22.2% | -$54.77万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $197.47万 | 0.27% | 5,735 | -112 | -1.9% | -$3.86万 | 减仓 |
| VLO | VALERO ENERGY CORP | $200.30万 | 0.27% | 7,691 | -189 | -2.4% | -$4.92万 | 减仓 |
| BLK | BLACKROCK INC | $205.58万 | 0.28% | 2,138 | -260 | -10.8% | -$25.00万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $207.44万 | 0.28% | 10,888 | -330 | -2.9% | -$6.29万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $209.32万 | 0.29% | 4,175 | -163 | -3.8% | -$8.17万 | 减仓 |
| DHR | DANAHER CORP DEL | $220.56万 | 0.30% | 11,579 | 11,579 | — | $220.56万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $220.95万 | 0.30% | 4,302 | -88 | -2.0% | -$4.52万 | 减仓 |
| CSCO | CISCO SYS INC | $231.65万 | 0.32% | 19,722 | -3,350 | -14.5% | -$39.35万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $231.88万 | 0.32% | 45,776 | 4,000 | 9.6% | $20.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $258.19万 | 0.35% | 2,760 | -533 | -16.2% | -$49.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $268.31万 | 0.37% | 5,362 | -650 | -10.8% | -$32.53万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $270.10万 | 0.37% | 35,353 | 1,000 | 2.9% | $7.64万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $283.78万 | 0.39% | 8,937 | -220 | -2.4% | -$6.99万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $292.08万 | 0.40% | 31,655 | -416 | -1.3% | -$3.84万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $296.98万 | 0.40% | 24,906 | -91 | -0.4% | -$1.09万 | 减仓 |
| NFLX | NETFLIX INC. | $321.46万 | 0.44% | 45,023 | -1,007 | -2.2% | -$7.19万 | 减仓 |
| UL | UNILEVER PLC | $332.23万 | 0.45% | 55,261 | -1,442 | -2.5% | -$8.67万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $334.20万 | 0.46% | 13,369 | -412 | -3.0% | -$10.30万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $336.98万 | 0.46% | 27,080 | -125 | -0.5% | -$1.56万 | 减仓 |
| FISV | FISERV INC | $352.01万 | 0.48% | 71,766 | 8,136 | 12.8% | $39.91万 | 加仓 |
| DE | DEERE & CO | $352.34万 | 0.48% | 5,555 | -670 | -10.8% | -$42.50万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $358.44万 | 0.49% | 16,213 | 16,213 | — | $358.44万 | 新建仓 |
| MUB | ISHARES TR | $358.73万 | 0.49% | 33,333 | -1,070 | -3.1% | -$11.52万 | 减仓 |
| HON | HONEYWELL INTL INC | $363.01万 | 0.49% | 16,213 | -17,584 | -52.0% | -$393.71万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $369.80万 | 0.50% | 13,207 | -117 | -0.9% | -$3.28万 | 减仓 |
| IEMG | ISHARES INC | $402.51万 | 0.55% | 48,589 | 2,069 | 4.4% | $17.14万 | 加仓 |
| PEP | PEPSICO INC | $406.81万 | 0.55% | 30,045 | -488 | -1.6% | -$6.61万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $414.63万 | 0.56% | 45,694 | -939 | -2.0% | -$8.52万 | 减仓 |
| EMXC | ISHARES INC | $421.59万 | 0.57% | 41,211 | 3,131 | 8.2% | $32.03万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $444.93万 | 0.61% | 87,983 | 3,636 | 4.3% | $18.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $471.18万 | 0.64% | 60,230 | -1,745 | -2.8% | -$13.65万 | 减仓 |
| NVO | NOVO-NORDISK A S | $489.32万 | 0.67% | 102,069 | 3,079 | 3.1% | $14.76万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $556.58万 | 0.76% | 78,117 | -23,805 | -23.4% | -$169.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $557.10万 | 0.76% | 37,991 | -713 | -1.8% | -$10.46万 | 减仓 |
| SYK | STRYKER CORPORATION | $562.02万 | 0.77% | 17,851 | 151 | 0.9% | $4.75万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $564.00万 | 0.77% | 11,392 | -131 | -1.1% | -$6.49万 | 减仓 |
| ECL | ECOLAB INC | $567.81万 | 0.77% | 20,380 | -162 | -0.8% | -$4.51万 | 减仓 |
| APP | APPLOVIN CORP | $606.17万 | 0.83% | 11,765 | -348 | -2.9% | -$17.93万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $660.82万 | 0.90% | 12,971 | -1 | -0.0% | -$509 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $669.73万 | 0.91% | 11,529 | -3,330 | -22.4% | -$193.44万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $682.24万 | 0.93% | 20,006 | -474 | -2.3% | -$16.16万 | 减仓 |
| LLY | ELI LILLY & CO | $705.62万 | 0.96% | 5,883 | -276 | -4.5% | -$33.10万 | 减仓 |
| ABBV | ABBVIE INC | $735.17万 | 1.00% | 29,215 | -2,369 | -7.5% | -$59.61万 | 减仓 |
| URI | UNITED RENTALS INC | $745.55万 | 1.02% | 6,581 | -290 | -4.2% | -$32.85万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $749.82万 | 1.02% | 32,662 | 115 | 0.4% | $2.64万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $760.71万 | 1.04% | 64,298 | -612 | -0.9% | -$7.24万 | 减仓 |
| NVS | NOVARTIS AG | $770.01万 | 1.05% | 49,133 | 353 | 0.7% | $5.53万 | 加仓 |
| QCOM | QUALCOMM INC | $950.82万 | 1.30% | 51,454 | 560 | 1.1% | $10.35万 | 加仓 |
| TJX | TJX COS INC NEW | $1,022.87万 | 1.39% | 67,516 | -1,761 | -2.5% | -$26.68万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,073.37万 | 1.46% | 10,613 | -879 | -7.6% | -$88.90万 | 减仓 |
| IJR | ISHARES TR | $1,084.86万 | 1.48% | 73,148 | 5,021 | 7.4% | $74.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,107.22万 | 1.51% | 43,597 | -356 | -0.8% | -$9.04万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,206.71万 | 1.64% | 257,075 | 10,606 | 4.3% | $49.78万 | 加仓 |
| IEFA | ISHARES TR | $1,231.50万 | 1.68% | 127,511 | 8,723 | 7.3% | $84.25万 | 加仓 |
| GOOGL | ALPHABET INC | $1,260.59万 | 1.72% | 35,274 | -3,223 | -8.4% | -$115.18万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,288.11万 | 1.75% | 156,154 | 9,337 | 6.4% | $77.02万 | 加仓 |
| RTX | RTX CORPORATION | $1,289.22万 | 1.76% | 67,950 | -2,252 | -3.2% | -$42.73万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,354.29万 | 1.85% | 222,782 | 13,883 | 6.6% | $84.39万 | 加仓 |
| IJH | ISHARES TR | $1,385.30万 | 1.89% | 179,652 | 19,353 | 12.1% | $149.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,432.86万 | 1.95% | 451,863 | 25,343 | 5.9% | $80.36万 | 加仓 |
| AMZN | AMAZON COM INC | $1,530.81万 | 2.09% | 64,228 | -3,918 | -5.7% | -$93.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,646.99万 | 2.24% | 50,316 | -1,750 | -3.4% | -$57.28万 | 减仓 |
| GOOG | ALPHABET INC | $1,658.32万 | 2.26% | 46,934 | -674 | -1.4% | -$23.81万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,830.96万 | 2.49% | 342,235 | 14,198 | 4.3% | $75.96万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,890.71万 | 2.58% | 36,193 | 47 | 0.1% | $2.46万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,896.68万 | 2.58% | 560,486 | 35,450 | 6.8% | $119.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,060.18万 | 2.81% | 27,588 | -81 | -0.3% | -$6.05万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,103.38万 | 2.87% | 56,388 | -2,611 | -4.4% | -$97.40万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,320.32万 | 3.16% | 300,432 | 14,951 | 5.2% | $115.47万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,477.43万 | 3.38% | 73,993 | -3,882 | -5.0% | -$129.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,631.10万 | 3.58% | 131,496 | -3,236 | -2.4% | -$64.75万 | 减仓 |
| AAPL | APPLE INC | $3,622.43万 | 4.93% | 125,188 | -5,541 | -4.2% | -$160.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,688.60万 | 5.03% | 51,018 | -3,847 | -7.0% | -$278.14万 | 减仓 |