SHEETS SMITH WEALTH MANAGEMENT
WINSTON-SALEM NC · SEC CIK 0001157436
$10.00亿2026Q2 申报市值
408持仓数
27.3%前十大占比 · 第一大 5.0%
28 / 16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
AVTM 新建仓+$2,640.06万
LOW 加仓+$297.86万
PANW 加仓+$208.26万
ITB 新建仓+$172.11万
SPTM 加仓+$138.55万
2026Q2 卖出最多 按季末市值估算
HD 减仓-$297.03万
SUB 减仓-$290.59万
HONEYWELL INTL I 清仓-$223.55万
FCBC 重新持有-$170.49万
WSM 减仓-$159.79万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,994.23万 | 4.99% | 72,716 | -1,632 | -2.2% | -$112.09万 | 减仓 |
| IVV | ISHARES TR | $4,258.97万 | 4.26% | 56,870 | 219 | 0.4% | $16.40万 | 加仓 |
| GOOG | ALPHABET INC | $3,326.78万 | 3.33% | 94,155 | -1,413 | -1.5% | -$49.93万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $2,640.06万 | 2.64% | 484,908 | 484,908 | — | $2,640.06万 | 新建仓 |
| KO | COCA COLA CO | $2,582.69万 | 2.58% | 317,791 | -13,098 | -4.0% | -$106.45万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,132.22万 | 2.13% | 724,506 | 79 | 0.0% | $2,325 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,031.94万 | 2.03% | 27,593 | -63 | -0.2% | -$4.64万 | 减仓 |
| AMZN | AMAZON COM INC | $1,999.01万 | 2.00% | 83,872 | 16 | 0.0% | $3,813 | 加仓 |
| LLY | ELI LILLY & CO | $1,710.86万 | 1.71% | 14,264 | -150 | -1.0% | -$17.99万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,596.83万 | 1.60% | 181,706 | -674 | -0.4% | -$5.92万 | 减仓 |
| V | VISA INC | $1,589.98万 | 1.59% | 46,343 | 1 | 0.0% | $343 | 加仓 |
| AAPL | APPLE INC | $1,493.02万 | 1.49% | 51,597 | -220 | -0.4% | -$6.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,376.19万 | 1.38% | 68,779 | -916 | -1.3% | -$18.33万 | 减仓 |
| TJX | TJX COS INC NEW | $1,039.17万 | 1.04% | 68,592 | 3 | 0.0% | $455 | 加仓 |
| PULS | PGIM ETF TR | $999.95万 | 1.00% | 201,806 | 6,826 | 3.5% | $33.82万 | 加仓 |
| ECL | ECOLAB INC | $999.71万 | 1.00% | 35,882 | -329 | -0.9% | -$9.17万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $979.61万 | 0.98% | 292,770 | 7,814 | 2.7% | $26.15万 | 加仓 |
| — | EXXON MOBIL CORP | $975.51万 | 0.98% | 71,351 | 69 | 0.1% | $9,434 | 加仓 |
| DGRO | ISHARES TR | $914.79万 | 0.91% | 120,701 | 4,616 | 4.0% | $34.98万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $886.77万 | 0.89% | 144,284 | 353 | 0.2% | $2.17万 | 加仓 |
| IJH | ISHARES TR | $879.09万 | 0.88% | 114,005 | -774 | -0.7% | -$5.97万 | 减仓 |
| PSA | PUBLIC STORAGE | $847.02万 | 0.85% | 26,610 | -200 | -0.7% | -$6.37万 | 减仓 |
| COHR | COHERENT CORP | $827.91万 | 0.83% | 20,988 | -3,520 | -14.4% | -$138.85万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $814.91万 | 0.81% | 281,393 | 1,378 | 0.5% | $3.99万 | 加仓 |
| SUB | ISHARES TR | $809.82万 | 0.81% | 76,061 | -27,293 | -26.4% | -$290.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $767.62万 | 0.77% | 23,451 | -38 | -0.2% | -$1.24万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $760.62万 | 0.76% | 239,869 | -7,730 | -3.1% | -$24.51万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $743.95万 | 0.74% | 33,264 | -630 | -1.9% | -$14.09万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $738.51万 | 0.74% | 146,558 | 769 | 0.5% | $3.88万 | 加仓 |
| IQV | IQVIA HLDGS INC | $735.78万 | 0.74% | 38,080 | -114 | -0.3% | -$2.20万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $733.46万 | 0.73% | 199,527 | -2,500 | -1.2% | -$9.19万 | 减仓 |
| MTZ | MASTEC INC | $729.15万 | 0.73% | 17,525 | -881 | -4.8% | -$36.65万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $706.68万 | 0.71% | 77,837 | 15,260 | 24.4% | $138.55万 | 加仓 |
| GWW | WW GRAINGER INC | $704.69万 | 0.70% | 5,180 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $677.98万 | 0.68% | 19,881 | 6,107 | 44.3% | $208.26万 | 加仓 |
| ITOT | ISHARES TR | $675.79万 | 0.68% | 41,139 | -218 | -0.5% | -$3.58万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $667.93万 | 0.67% | 3,210 | 300 | 10.3% | $62.42万 | 加仓 |
| PEP | PEPSICO INC | $642.16万 | 0.64% | 47,427 | -996 | -2.1% | -$13.49万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $624.14万 | 0.62% | 197,451 | -4,445 | -2.2% | -$14.05万 | 减仓 |
| AMGN | AMGEN INC | $623.98万 | 0.62% | 17,231 | -462 | -2.6% | -$16.73万 | 减仓 |
| WPC | WP CAREY INC | $593.52万 | 0.59% | 83,010 | -1,000 | -1.2% | -$7.15万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $572.47万 | 0.57% | 12,694 | -1,161 | -8.4% | -$52.36万 | 减仓 |
| OEF | ISHARES TR | $569.95万 | 0.57% | 15,578 | 2,175 | 16.2% | $79.58万 | 加仓 |
| IJR | ISHARES TR | $561.16万 | 0.56% | 37,837 | -803 | -2.1% | -$11.91万 | 减仓 |
| CPRT | COPART INC | $561.16万 | 0.56% | 199,063 | -4,097 | -2.0% | -$11.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $560.37万 | 0.56% | 15,023 | 62 | 0.4% | $2.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $555.70万 | 0.56% | 23,485 | 15 | 0.1% | $3,549 | 加仓 |
| GOOGL | ALPHABET INC | $549.26万 | 0.55% | 15,369 | -294 | -1.9% | -$10.51万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $515.37万 | 0.52% | 71,421 | -829 | -1.1% | -$5.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $496.40万 | 0.50% | 61,611 | 555 | 0.9% | $4.47万 | 加仓 |
| LOW | LOWES COS INC | $496.08万 | 0.50% | 22,499 | 13,509 | 150.3% | $297.86万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $489.07万 | 0.49% | 8,419 | -1,984 | -19.1% | -$115.25万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $461.68万 | 0.46% | 21,699 | 353 | 1.7% | $7.51万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $448.76万 | 0.45% | 512,572 | -39,453 | -7.1% | -$34.54万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $437.36万 | 0.44% | 157,892 | -2,209 | -1.4% | -$6.12万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $432.94万 | 0.43% | 112,189 | 34,018 | 43.5% | $131.28万 | 加仓 |
| EFA | ISHARES TR | $427.99万 | 0.43% | 41,200 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $421.17万 | 0.42% | 4,502 | 61 | 1.4% | $5.71万 | 加仓 |
| COR | CENCORA INC | $408.57万 | 0.41% | 14,438 | -1 | -0.0% | -$283 | 减仓 |
| IGM | ISHARES TR | $407.51万 | 0.41% | 24,912 | -3,400 | -12.0% | -$55.62万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $404.52万 | 0.40% | 18,562 | -75 | -0.4% | -$1.63万 | 减仓 |
| IGV | ISHARES TR | $403.74万 | 0.40% | 44,562 | 6,876 | 18.2% | $62.30万 | 加仓 |
| GLD | SPDR GOLD TR | $388.05万 | 0.39% | 10,534 | 120 | 1.2% | $4.42万 | 加仓 |
| VV | VANGUARD INDEX FDS | $378.95万 | 0.38% | 11,019 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS ETF TR | $378.05万 | 0.38% | 79,555 | -4,085 | -4.9% | -$19.41万 | 减仓 |
| ISTB | ISHARES TR | $374.47万 | 0.37% | 77,610 | 7,455 | 10.6% | $35.97万 | 加仓 |
| ABBV | ABBVIE INC | $372.70万 | 0.37% | 14,811 | -64 | -0.4% | -$1.61万 | 减仓 |
| IYR | ISHARES TR | $368.10万 | 0.37% | 36,000 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $364.74万 | 0.36% | 191,163 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $353.37万 | 0.35% | 27,917 | -124 | -0.4% | -$1.57万 | 减仓 |
| VIS | VANGUARD WORLD FD | $352.56万 | 0.35% | 9,783 | -60 | -0.6% | -$2.16万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $341.32万 | 0.34% | 28,625 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $330.96万 | 0.33% | 3,442 | -10 | -0.3% | -$9,615 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $324.14万 | 0.32% | 39,218 | -86 | -0.2% | -$7,108 | 减仓 |
| INTU | INTUIT | $316.54万 | 0.32% | 12,128 | 40 | 0.3% | $1.04万 | 加仓 |
| SNPE | DBX ETF TR | $310.64万 | 0.31% | 45,112 | -1,591 | -3.4% | -$10.96万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $289.88万 | 0.29% | 57,322 | 938 | 1.7% | $4.74万 | 加仓 |
| RBC | RBC BEARINGS INC | $286.35万 | 0.29% | 4,446 | -48 | -1.1% | -$3.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $282.70万 | 0.28% | 11,131 | 422 | 3.9% | $10.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $280.48万 | 0.28% | 7,580 | 108 | 1.4% | $4.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $279.10万 | 0.28% | 3,737 | 3 | 0.1% | $2,241 | 加仓 |
| VHT | VANGUARD WORLD FD | $275.48万 | 0.28% | 9,213 | 4,359 | 89.8% | $130.34万 | 加仓 |
| MRK | MERCK & CO INC | $274.26万 | 0.27% | 21,343 | -39 | -0.2% | -$5,012 | 减仓 |
| TECB | ISHARES TR | $272.97万 | 0.27% | 38,045 | 5 | 0.0% | $359 | 加仓 |
| MYRG | MYR GROUP INC | $266.21万 | 0.27% | 5,320 | -1,840 | -25.7% | -$92.07万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $260.68万 | 0.26% | 5,200 | 1,670 | 47.3% | $83.72万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $257.35万 | 0.26% | 8,639 | -32 | -0.4% | -$9,532 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $257.29万 | 0.26% | 69,782 | 565 | 0.8% | $2.08万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $249.10万 | 0.25% | 54,094 | -1,133 | -2.1% | -$5.22万 | 减仓 |
| ITA | ISHARES TR | $248.96万 | 0.25% | 10,270 | 135 | 1.3% | $3.27万 | 加仓 |
| TPR | TAPESTRY INC | $247.92万 | 0.25% | 16,937 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $242.50万 | 0.24% | 44,883 | -26 | -0.1% | -$1,405 | 减仓 |
| TMUS | T-MOBILE US INC | $239.72万 | 0.24% | 14,292 | -212 | -1.5% | -$3.56万 | 减仓 |
| PFFA | ETFIS SER TR I | $234.45万 | 0.23% | 113,975 | 6,514 | 6.1% | $13.40万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $233.50万 | 0.23% | 38,729 | -10,917 | -22.0% | -$65.82万 | 减仓 |
| EMXC | ISHARES INC | $226.05万 | 0.23% | 22,097 | -723 | -3.2% | -$7.40万 | 减仓 |
| SGOL | ETFS GOLD TR | $213.62万 | 0.21% | 55,878 | 434 | 0.8% | $1.66万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $212.84万 | 0.21% | 37,684 | -406 | -1.1% | -$2.29万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $212.81万 | 0.21% | 68,427 | 3,355 | 5.2% | $10.43万 | 加仓 |
| DORM | DORMAN PRODS INC | $212.77万 | 0.21% | 15,593 | -1,262 | -7.5% | -$17.22万 | 减仓 |