SHEETS SMITH WEALTH MANAGEMENT
WINSTON-SALEM NC · SEC CIK 0001157436
$8.88亿2026Q1 申报市值
393持仓数
25.6%前十大占比 · 第一大 5.0%
20 / 18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
IGV 新建仓+$301.68万
CDE 新建仓+$149.67万
ISTB 加仓+$144.65万
SPTM 加仓+$135.58万
PANW 加仓+$129.73万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$257.34万
ULTA 减仓-$214.52万
ECL 减仓-$174.78万
V 减仓-$173.85万
CPRT 减仓-$171.67万
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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $82.74万 | 0.09% | 10,730 | 10,730 | — | $82.74万 | 新建仓 |
| C | CITIGROUP INC | $83.30万 | 0.09% | 7,345 | -2,037 | -21.7% | -$23.10万 | 减仓 |
| TFC | TRUIST FINL CORP | $83.43万 | 0.09% | 18,149 | 61 | 0.3% | $2,804 | 加仓 |
| BCS | BARCLAYS PLC | $83.51万 | 0.09% | 39,467 | -171 | -0.4% | -$3,618 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $83.53万 | 0.09% | 31,030 | 4,863 | 18.6% | $13.09万 | 加仓 |
| AUGO | AURA MINERALS INC | $83.57万 | 0.09% | 10,242 | 10,242 | — | $83.57万 | 新建仓 |
| USFR | WISDOMTREE TR | $83.64万 | 0.09% | 16,615 | 147 | 0.9% | $7,400 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $83.92万 | 0.09% | 4,281 | 0 | 0.0% | — | 不变 |
| HYBL | SSGA ACTIVE TR | $85.42万 | 0.10% | 30,684 | 1,477 | 5.1% | $4.11万 | 加仓 |
| CENX | CENTURY ALUM CO | $85.65万 | 0.10% | 14,594 | -63 | -0.4% | -$3,697 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.89万 | 0.10% | 8,671 | 22 | 0.3% | $2,179 | 加仓 |
| CALF | PACER FDS TR | $88.25万 | 0.10% | 19,668 | -1,194 | -5.7% | -$5.36万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $88.43万 | 0.10% | 16,098 | 1,202 | 8.1% | $6.60万 | 加仓 |
| AGI | ALAMOS GOLD INC | $89.10万 | 0.10% | 20,055 | -43 | -0.2% | -$1,910 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $90.07万 | 0.10% | 21,094 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $90.47万 | 0.10% | 4,812 | -17 | -0.4% | -$3,196 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $90.76万 | 0.10% | 10,649 | 30 | 0.3% | $2,557 | 加仓 |
| ANGL | VANECK ETF TRUST | $90.80万 | 0.10% | 31,615 | 1,020 | 3.3% | $2.93万 | 加仓 |
| — | PGIM ETF TR | $92.52万 | 0.10% | 18,996 | -581 | -3.0% | -$2.83万 | 减仓 |
| SAIA | SAIA INC | $92.56万 | 0.10% | 2,635 | 1 | 0.0% | $351 | 加仓 |
| PAAA | PGIM ETF TR | $92.81万 | 0.10% | 18,134 | 1,029 | 6.0% | $5.27万 | 加仓 |
| — | CHART INDS INC | $97.30万 | 0.11% | 4,706 | -2,269 | -32.5% | -$46.91万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $97.30万 | 0.11% | 29,322 | 2,413 | 9.0% | $8.01万 | 加仓 |
| SYK | STRYKER CORPORATION | $98.91万 | 0.11% | 3,010 | 14 | 0.5% | $4,600 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $100.37万 | 0.11% | 1,299 | 2 | 0.2% | $1,545 | 加仓 |
| GILD | GILEAD SCIENCES INC | $100.99万 | 0.11% | 7,246 | 63 | 0.9% | $8,781 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $103.22万 | 0.12% | 22,004 | 1,713 | 8.4% | $8.04万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $103.81万 | 0.12% | 46,034 | -2,476 | -5.1% | -$5.58万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $104.19万 | 0.12% | 3,083 | 1 | 0.0% | $338 | 加仓 |
| SFST | SOUTHERN FIRST BANCSHARES | $104.66万 | 0.12% | 19,204 | 2,883 | 17.7% | $15.71万 | 加仓 |
| VDE | VANGUARD WORLD FD | $104.75万 | 0.12% | 6,053 | 28 | 0.5% | $4,845 | 加仓 |
| ACWI | ISHARES TR | $104.86万 | 0.12% | 7,578 | 122 | 1.6% | $1.69万 | 加仓 |
| MCD | MCDONALDS CORP | $105.49万 | 0.12% | 3,394 | 16 | 0.5% | $4,973 | 加仓 |
| UNP | UNION PAC CORP | $105.68万 | 0.12% | 4,356 | 14 | 0.3% | $3,396 | 加仓 |
| APEI | AMERICAN PUB ED INC | $106.78万 | 0.12% | 18,773 | -67 | -0.4% | -$3,811 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $106.96万 | 0.12% | 57,698 | -264 | -0.5% | -$4,894 | 减仓 |
| DVY | ISHARES TR | $107.31万 | 0.12% | 7,087 | 89 | 1.3% | $1.35万 | 加仓 |
| QUS | SPDR SERIES TRUST | $108.16万 | 0.12% | 6,301 | -21 | -0.3% | -$3,605 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $108.97万 | 0.12% | 2,250 | 20 | 0.9% | $9,686 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $109.16万 | 0.12% | 3,866 | -1,535 | -28.4% | -$43.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.83万 | 0.12% | 2,292 | -100 | -4.2% | -$4.79万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $109.85万 | 0.12% | 2,787 | -7 | -0.3% | -$2,759 | 减仓 |
| SNEX | STONEX GROUP INC | $109.90万 | 0.12% | 13,627 | 4,540 | 50.0% | $36.61万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $111.16万 | 0.13% | 12,984 | -531 | -3.9% | -$4.55万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $111.97万 | 0.13% | 14,507 | -380 | -2.6% | -$2.93万 | 减仓 |
| GE | GE AEROSPACE | $112.18万 | 0.13% | 3,953 | -1 | -0.0% | -$284 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $112.82万 | 0.13% | 15,022 | -100 | -0.7% | -$7,510 | 减仓 |
| GLDM | WORLD GOLD TR | $114.33万 | 0.13% | 12,335 | 2,052 | 20.0% | $19.02万 | 加仓 |
| DGRW | WISDOMTREE TR | $114.53万 | 0.13% | 13,038 | -333 | -2.5% | -$2.93万 | 减仓 |
| CSCO | CISCO SYS INC | $114.86万 | 0.13% | 14,804 | 1,544 | 11.6% | $11.98万 | 加仓 |
| RTX | RTX CORPORATION | $115.02万 | 0.13% | 5,963 | 76 | 1.3% | $1.47万 | 加仓 |
| FTI | TECHNIPFMC PLC | $115.05万 | 0.13% | 16,643 | -34 | -0.2% | -$2,350 | 减仓 |
| — | BELPOINTE PREP LLC | $115.89万 | 0.13% | 21,783 | 21,783 | — | $115.89万 | 新建仓 |
| DY | DYCOM INDS INC | $119.06万 | 0.13% | 3,514 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $119.11万 | 0.13% | 79,990 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $119.45万 | 0.13% | 10,388 | 5,396 | 108.1% | $62.05万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $120.61万 | 0.14% | 5,986 | 16 | 0.3% | $3,224 | 加仓 |
| SO | SOUTHERN CO | $120.64万 | 0.14% | 12,499 | -550 | -4.2% | -$5.31万 | 减仓 |
| AVGO | BROADCOM INC | $121.81万 | 0.14% | 3,936 | 156 | 4.1% | $4.83万 | 加仓 |
| SPYI | NEOS ETF TRUST | $121.96万 | 0.14% | 24,703 | -565 | -2.2% | -$2.79万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $122.77万 | 0.14% | 39,847 | -1,795 | -4.3% | -$5.53万 | 减仓 |
| AGG | ISHARES TR | $124.78万 | 0.14% | 12,570 | 844 | 7.2% | $8.38万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $126.16万 | 0.14% | 25,257 | 2,003 | 8.6% | $10.00万 | 加仓 |
| GGG | GRACO INC | $128.86万 | 0.15% | 15,223 | 875 | 6.1% | $7.41万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $129.32万 | 0.15% | 16,980 | 16,980 | — | $129.32万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $129.58万 | 0.15% | 2,593 | 219 | 9.2% | $10.94万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $132.16万 | 0.15% | 38,847 | -346 | -0.9% | -$1.18万 | 减仓 |
| VHT | VANGUARD WORLD FD | $132.20万 | 0.15% | 4,854 | 12 | 0.2% | $3,268 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $132.76万 | 0.15% | 12,018 | 1,348 | 12.6% | $14.89万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $133.31万 | 0.15% | 45,843 | -632 | -1.4% | -$1.84万 | 减仓 |
| — | VIRTUS ETF TR II | $134.59万 | 0.15% | 58,365 | -727 | -1.2% | -$1.68万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $135.33万 | 0.15% | 24,773 | 27 | 0.1% | $1,475 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $135.59万 | 0.15% | 5,011 | -38 | -0.8% | -$1.03万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $136.47万 | 0.15% | 14,521 | 108 | 0.7% | $1.01万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $136.91万 | 0.15% | 18,156 | -2,879 | -13.7% | -$21.71万 | 减仓 |
| PFXF | VANECK ETF TRUST | $137.07万 | 0.15% | 78,145 | 1,665 | 2.2% | $2.92万 | 加仓 |
| CSX | CSX CORP | $138.22万 | 0.16% | 33,672 | 32 | 0.1% | $1,314 | 加仓 |
| CVX | CHEVRON CORPORATION | $138.85万 | 0.16% | 6,711 | 199 | 3.1% | $4.12万 | 加仓 |
| IAU | ISHARES GOLD TR | $139.11万 | 0.16% | 15,779 | -1,735 | -9.9% | -$15.30万 | 减仓 |
| GEV | GE VERNOVA INC | $140.54万 | 0.16% | 1,610 | -1 | -0.1% | -$873 | 减仓 |
| PAYX | PAYCHEX INC | $140.75万 | 0.16% | 15,279 | -7,392 | -32.6% | -$68.10万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.16% | 2 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $145.58万 | 0.16% | 5,487 | 34 | 0.6% | $9,021 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $145.74万 | 0.16% | 3,035 | -10 | -0.3% | -$4,802 | 减仓 |
| GDX | VANECK ETF TRUST | $146.46万 | 0.16% | 15,959 | -3,292 | -17.1% | -$30.21万 | 减仓 |
| NFLX | NETFLIX INC. | $148.17万 | 0.17% | 15,410 | 465 | 3.1% | $4.47万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $149.36万 | 0.17% | 6,481 | -27 | -0.4% | -$6,222 | 减仓 |
| ALLW | SSGA ACTIVE TR | $149.46万 | 0.17% | 51,805 | 500 | 1.0% | $1.44万 | 加仓 |
| CDE | COEUR MNG INC | $149.67万 | 0.17% | 79,741 | 79,741 | — | $149.67万 | 新建仓 |
| IXN | ISHARES TR | $150.17万 | 0.17% | 15,022 | 186 | 1.3% | $1.86万 | 加仓 |
| ADI | ANALOG DEVICES INC | $155.01万 | 0.17% | 4,872 | -613 | -11.2% | -$19.50万 | 减仓 |
| IHDG | WISDOMTREE TR | $156.02万 | 0.18% | 32,403 | -565 | -1.7% | -$2.72万 | 减仓 |
| IWF | ISHARES TR | $163.44万 | 0.18% | 3,833 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $165.86万 | 0.19% | 22,059 | 1,225 | 5.9% | $9.21万 | 加仓 |
| BILS | SPDR SERIES TRUST | $167.20万 | 0.19% | 16,814 | -4,024 | -19.3% | -$40.01万 | 减仓 |
| IGSB | ISHARES TR | $167.81万 | 0.19% | 31,927 | 700 | 2.2% | $3.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $168.15万 | 0.19% | 11,495 | 44 | 0.4% | $6,436 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $173.53万 | 0.20% | 3,530 | 191 | 5.7% | $9.39万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $175.21万 | 0.20% | 23,955 | -2,680 | -10.1% | -$19.60万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $175.33万 | 0.20% | 54,863 | -871 | -1.6% | -$2.78万 | 减仓 |