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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $38.40万 | 0.04% | 2,450 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $38.69万 | 0.04% | 4,946 | 4,946 | — | $38.69万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $39.47万 | 0.04% | 15,264 | -380 | -2.4% | -$9,827 | 减仓 |
| DE | DEERE & CO | $40.26万 | 0.04% | 635 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $40.53万 | 0.04% | 1,337 | -24 | -1.8% | -$7,275 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $41.30万 | 0.04% | 1,246 | -12 | -1.0% | -$3,977 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $41.52万 | 0.04% | 1,227 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $41.61万 | 0.04% | 301 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $41.99万 | 0.04% | 6,149 | -1 | -0.0% | -$68 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $42.33万 | 0.04% | 8,877 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $43.21万 | 0.04% | 6,854 | 0 | 0.0% | — | 不变 |
| CLOI | VANECK ETF TRUST | $43.82万 | 0.04% | 8,275 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $43.88万 | 0.04% | 13,725 | -777 | -5.4% | -$2.48万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $43.93万 | 0.04% | 7,905 | 1,175 | 17.5% | $6.53万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $44.31万 | 0.04% | 8,496 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $44.42万 | 0.04% | 139 | -21 | -13.1% | -$6.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.81万 | 0.04% | 10,584 | -1,358 | -11.4% | -$5.75万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $44.97万 | 0.04% | 883 | 1 | 0.1% | $509 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $45.32万 | 0.05% | 1,496 | 256 | 20.6% | $7.76万 | 加仓 |
| NLR | VANECK ETF TRUST | $46.14万 | 0.05% | 3,978 | 631 | 18.9% | $7.32万 | 加仓 |
| RGLD | ROYAL GOLD INC | $46.25万 | 0.05% | 2,317 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $46.67万 | 0.05% | 1,667 | -34 | -2.0% | -$9,519 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $48.69万 | 0.05% | 6,652 | -808 | -10.8% | -$5.91万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $50.41万 | 0.05% | 7,599 | -1,388 | -15.4% | -$9.21万 | 减仓 |
| SHYG | ISHARES TR | $50.57万 | 0.05% | 11,925 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $50.80万 | 0.05% | 22,840 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $50.97万 | 0.05% | 32,098 | 32,098 | — | $50.97万 | 新建仓 |
| ETN | EATON CORP PLC | $51.35万 | 0.05% | 1,205 | -1 | -0.1% | -$426 | 减仓 |
| EFG | ISHARES TR | $51.51万 | 0.05% | 4,140 | -71 | -1.7% | -$8,834 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $52.61万 | 0.05% | 14,510 | 32 | 0.2% | $1,160 | 加仓 |
| MP | MP MATERIALS CORP | $52.93万 | 0.05% | 9,450 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $53.67万 | 0.05% | 1,431 | -302 | -17.4% | -$11.33万 | 减仓 |
| WCC | WESCO INTL INC | $54.06万 | 0.05% | 1,565 | 34 | 2.2% | $1.17万 | 加仓 |
| DBJP | DBX ETF TR | $54.10万 | 0.05% | 4,713 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $54.11万 | 0.05% | 5,898 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $54.14万 | 0.05% | 18,039 | 370 | 2.1% | $1.11万 | 加仓 |
| SBUX | STARBUCKS CORP | $54.35万 | 0.05% | 5,318 | 4 | 0.1% | $409 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $54.63万 | 0.05% | 7,796 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $54.69万 | 0.05% | 4,327 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER CORP | $55.53万 | 0.06% | 20,828 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $56.23万 | 0.06% | 4,705 | 177 | 3.9% | $2.12万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $56.46万 | 0.06% | 3,495 | -1,600 | -31.4% | -$25.85万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $57.69万 | 0.06% | 22,466 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $57.95万 | 0.06% | 5,313 | 5 | 0.1% | $545 | 加仓 |
| GRAL | GRAIL INC | $58.34万 | 0.06% | 8,546 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $59.19万 | 0.06% | 7,699 | 2,347 | 43.9% | $18.04万 | 加仓 |
| RY | ROYAL BK CDA | $60.10万 | 0.06% | 2,904 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $60.72万 | 0.06% | 4,450 | 108 | 2.5% | $1.47万 | 加仓 |
| AGI | ALAMOS GOLD INC | $60.85万 | 0.06% | 20,055 | 0 | 0.0% | — | 不变 |
| IFS | INTERCORP FINL SVCS INC | $61.20万 | 0.06% | 10,744 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $61.39万 | 0.06% | 607 | -3 | -0.5% | -$3,034 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $61.87万 | 0.06% | 6,242 | 6,242 | — | $61.87万 | 新建仓 |
| FTNT | FORTINET INC | $61.92万 | 0.06% | 4,031 | 2 | 0.0% | $307 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $63.12万 | 0.06% | 30,102 | -928 | -3.0% | -$1.95万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $63.53万 | 0.06% | 6,070 | 1 | 0.0% | $105 | 加仓 |
| — | STELLAR BANCORP INC | $64.76万 | 0.06% | 16,470 | 374 | 2.3% | $1.47万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $65.32万 | 0.07% | 7,093 | 91 | 1.3% | $8,380 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $66.18万 | 0.07% | 15,213 | 956 | 6.7% | $4.16万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $66.28万 | 0.07% | 6,635 | 164 | 2.5% | $1.64万 | 加仓 |
| CENX | CENTURY ALUM CO | $67.15万 | 0.07% | 14,594 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $67.73万 | 0.07% | 9,227 | 102 | 1.1% | $7,487 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $67.91万 | 0.07% | 33,241 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $68.59万 | 0.07% | 1,707 | 35 | 2.1% | $1.41万 | 加仓 |
| APP | APPLOVIN CORP | $68.78万 | 0.07% | 1,335 | -2 | -0.1% | -$1,030 | 减仓 |
| NEE | NEXTERA ENERGY INC | $68.82万 | 0.07% | 7,841 | 88 | 1.1% | $7,724 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $69.24万 | 0.07% | 2,201 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $69.50万 | 0.07% | 6,458 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $69.72万 | 0.07% | 11,237 | 3,290 | 41.4% | $20.41万 | 加仓 |
| DBEF | DBX ETF TR | $69.93万 | 0.07% | 12,800 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $70.74万 | 0.07% | 12,415 | 14 | 0.1% | $798 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $71.21万 | 0.07% | 8,180 | 161 | 2.0% | $1.40万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $71.74万 | 0.07% | 3,667 | -1,792 | -32.8% | -$35.06万 | 减仓 |
| ULS | UL SOLUTIONS INC | $71.93万 | 0.07% | 7,062 | 143 | 2.1% | $1.46万 | 加仓 |
| XMTR | XOMETRY INC | $72.13万 | 0.07% | 7,473 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MASTER INTER INCOME T | $72.36万 | 0.07% | 224,014 | -14,070 | -5.9% | -$4.54万 | 减仓 |
| WFC | WELLS FARGO & CO | $72.50万 | 0.07% | 8,773 | 14 | 0.2% | $1,157 | 加仓 |
| CCJ | CAMECO CORP | $72.96万 | 0.07% | 7,163 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $73.42万 | 0.07% | 42,487 | 23,757 | 126.8% | $41.05万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $73.51万 | 0.07% | 9,769 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $73.61万 | 0.07% | 9,748 | -6,031 | -38.2% | -$45.54万 | 减仓 |
| KAI | KADANT INC | $73.94万 | 0.07% | 2,353 | -45 | -1.9% | -$1.41万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $74.59万 | 0.07% | 6,280 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $74.89万 | 0.07% | 8,292 | -233 | -2.7% | -$2.10万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $75.25万 | 0.08% | 9,341 | 2,974 | 46.7% | $23.96万 | 加仓 |
| IRM | IRON MTN INC DEL | $76.10万 | 0.08% | 6,025 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $76.13万 | 0.08% | 11,456 | 11,456 | — | $76.13万 | 新建仓 |
| ENB | ENBRIDGE INC | $76.45万 | 0.08% | 14,103 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR ETF TRUST | $76.48万 | 0.08% | 26,066 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $77.19万 | 0.08% | 5,264 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $77.56万 | 0.08% | 4,274 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $77.89万 | 0.08% | 3,781 | -500 | -11.7% | -$10.30万 | 减仓 |
| CAC | CAMDEN NATL CORP | $79.61万 | 0.08% | 14,683 | 363 | 2.5% | $1.97万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $81.06万 | 0.08% | 1,300 | 1 | 0.1% | $624 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $81.33万 | 0.08% | 8,062 | 1,929 | 31.5% | $19.46万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $83.11万 | 0.08% | 1,591 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE TR | $84.09万 | 0.08% | 18,209 | 406 | 2.3% | $1.87万 | 加仓 |
| ATI | ATI INC | $85.72万 | 0.09% | 4,349 | 0 | 0.0% | — | 不变 |
| ARIS | ARIS MINING CORPORATION | $85.91万 | 0.09% | 57,698 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $86.38万 | 0.09% | 3,839 | 1,039 | 37.1% | $23.38万 | 加仓 |
| VDE | VANGUARD WORLD FD | $86.60万 | 0.09% | 5,768 | -285 | -4.7% | -$4.28万 | 减仓 |