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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $1,419.28万 | 2.11% | 68,146 | -36,583 | -34.9% | -$761.91万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,529.43万 | 2.27% | 525,036 | -419,742 | -44.4% | -$1,222.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,531.57万 | 2.27% | 52,066 | -36,242 | -41.0% | -$1,066.09万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,674.26万 | 2.48% | 36,146 | -35,985 | -49.9% | -$1,666.80万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,763.85万 | 2.62% | 328,037 | -292,967 | -47.2% | -$1,575.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,799.43万 | 2.67% | 27,669 | -26,574 | -49.0% | -$1,728.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,875.23万 | 2.78% | 54,865 | -31,774 | -36.7% | -$1,086.00万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,951.39万 | 2.89% | 77,875 | -82,130 | -51.3% | -$2,058.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,183.96万 | 3.24% | 58,999 | -34,204 | -36.7% | -$1,266.13万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,209.05万 | 3.28% | 285,481 | -245,107 | -46.2% | -$1,896.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,349.73万 | 3.49% | 134,732 | -79,165 | -37.0% | -$1,380.64万 | 减仓 |
| AAPL | APPLE INC | $3,317.77万 | 4.92% | 130,729 | -92,474 | -41.4% | -$2,346.90万 | 减仓 |