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 |
|---|---|---|---|---|---|---|---|---|
| MGC | VANGUARD WORLD FD | $87.56万 | 0.09% | 3,200 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $88.34万 | 0.09% | 6,079 | 128 | 2.2% | $1.86万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $88.36万 | 0.09% | 12,601 | -218 | -1.7% | -$1.53万 | 减仓 |
| — | DFA INVT DIMENSIONS GROUP IN | $89.60万 | 0.09% | 14,669 | 14,669 | — | $89.60万 | 新建仓 |
| TFC | TRUIST FINL CORP | $90.39万 | 0.09% | 18,142 | -7 | -0.0% | -$349 | 减仓 |
| CAH | CARDINAL HEALTH INC | $90.44万 | 0.09% | 3,807 | -100 | -2.6% | -$2.38万 | 减仓 |
| ODC | OIL DRI CORP AMER | $91.07万 | 0.09% | 8,911 | 195 | 2.2% | $1.99万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $91.55万 | 0.09% | 7,247 | 1 | 0.0% | $126 | 加仓 |
| VXUS | VANGUARD STAR FDS | $91.73万 | 0.09% | 10,730 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $91.79万 | 0.09% | 3,396 | 2 | 0.1% | $541 | 加仓 |
| MKL | MARKEL GROUP INC | $91.99万 | 0.09% | 471 | 471 | — | $91.99万 | 新建仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $93.18万 | 0.09% | 16,098 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $93.36万 | 0.09% | 18,447 | -1,221 | -6.2% | -$6.18万 | 减仓 |
| — | PGIM ETF TR | $93.45万 | 0.09% | 18,899 | -97 | -0.5% | -$4,796 | 减仓 |
| BILS | SPDR SERIES TRUST | $93.56万 | 0.09% | 9,414 | -7,400 | -44.0% | -$73.54万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $93.67万 | 0.09% | 33,514 | 2,830 | 9.2% | $7.91万 | 加仓 |
| RNST | RENASANT CORP | $93.77万 | 0.09% | 22,044 | -137 | -0.6% | -$5,828 | 减仓 |
| — | CHART INDS INC | $97.28万 | 0.10% | 4,656 | -50 | -1.1% | -$1.04万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $97.64万 | 0.10% | 10,650 | 1 | 0.0% | $92 | 加仓 |
| TSLA | TESLA INC | $98.63万 | 0.10% | 2,345 | 488 | 26.3% | $20.53万 | 加仓 |
| — | BELPOINTE PREP LLC | $98.66万 | 0.10% | 21,783 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $99.44万 | 0.10% | 10,255 | 3,035 | 42.0% | $29.43万 | 加仓 |
| GDX | VANECK ETF TRUST | $99.70万 | 0.10% | 13,214 | -2,745 | -17.2% | -$20.71万 | 减仓 |
| ANGL | VANECK ETF TRUST | $99.71万 | 0.10% | 34,099 | 2,484 | 7.9% | $7.26万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $100.52万 | 0.10% | 10,005 | 2,481 | 33.0% | $24.93万 | 加仓 |
| APEI | AMERICAN PUB ED INC | $100.81万 | 0.10% | 18,773 | 0 | 0.0% | — | 不变 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $101.71万 | 0.10% | 36,018 | 1,172 | 3.4% | $3.31万 | 加仓 |
| C | CITIGROUP INC | $102.80万 | 0.10% | 7,345 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $103.41万 | 0.10% | 8,310 | -990 | -10.6% | -$12.32万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $104.04万 | 0.10% | 21,789 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $104.09万 | 0.10% | 4,812 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $104.20万 | 0.10% | 20,696 | 4,081 | 24.6% | $20.55万 | 加仓 |
| BCS | BARCLAYS PLC | $106.01万 | 0.11% | 39,467 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $106.53万 | 0.11% | 6,816 | -271 | -3.8% | -$4.24万 | 减仓 |
| ACWI | ISHARES TR | $106.63万 | 0.11% | 6,793 | -785 | -10.4% | -$12.32万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $106.65万 | 0.11% | 20,549 | -545 | -2.6% | -$2.83万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $108.45万 | 0.11% | 14,139 | -368 | -2.5% | -$2.82万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $108.78万 | 0.11% | 2,785 | 799 | 40.2% | $31.21万 | 加仓 |
| AIR | AAR CORP | $109.61万 | 0.11% | 7,669 | 148 | 2.0% | $2.12万 | 加仓 |
| GLDM | WORLD GOLD TR | $110.00万 | 0.11% | 13,851 | 1,516 | 12.3% | $12.04万 | 加仓 |
| FTI | TECHNIPFMC PLC | $110.34万 | 0.11% | 16,643 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $110.75万 | 0.11% | 15,511 | 101 | 0.7% | $7,211 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $110.96万 | 0.11% | 24,773 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $111.36万 | 0.11% | 20,815 | 5,682 | 37.5% | $30.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $111.51万 | 0.11% | 6,727 | 16 | 0.2% | $2,652 | 加仓 |
| HYGH | ISHARES U S ETF TR | $111.87万 | 0.11% | 12,916 | -68 | -0.5% | -$5,889 | 减仓 |
| SAIA | SAIA INC | $113.17万 | 0.11% | 2,687 | 52 | 2.0% | $2.19万 | 加仓 |
| RTX | RTX CORPORATION | $113.17万 | 0.11% | 5,965 | 2 | 0.0% | $379 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $114.17万 | 0.11% | 22,048 | 44 | 0.2% | $2,278 | 加仓 |
| GLW | CORNING INC | $114.30万 | 0.11% | 4,475 | 25 | 0.6% | $6,385 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $114.83万 | 0.11% | 38,847 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $115.32万 | 0.12% | 12,049 | -450 | -3.6% | -$4.31万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $117.14万 | 0.12% | 45,688 | -346 | -0.8% | -$8,871 | 减仓 |
| QUS | SPDR SERIES TRUST | $117.15万 | 0.12% | 6,269 | -32 | -0.5% | -$5,980 | 减仓 |
| UNP | UNION PAC CORP | $118.48万 | 0.12% | 4,356 | 0 | 0.0% | — | 不变 |
| SFST | SOUTHERN FIRST BANCSHARES | $119.99万 | 0.12% | 19,639 | 435 | 2.3% | $2.66万 | 加仓 |
| AGG | ISHARES TR | $122.74万 | 0.12% | 12,401 | -169 | -1.3% | -$1.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.55万 | 0.12% | 2,489 | 197 | 8.6% | $9.86万 | 加仓 |
| DGRW | WISDOMTREE TR | $124.68万 | 0.12% | 13,039 | 1 | 0.0% | $96 | 加仓 |
| AMAT | APPLIED MATLS INC | $125.10万 | 0.13% | 1,730 | -105 | -5.7% | -$7.59万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $125.85万 | 0.13% | 15,027 | 5 | 0.0% | $419 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $126.87万 | 0.13% | 25,257 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $128.07万 | 0.13% | 16,193 | -1,963 | -10.8% | -$15.52万 | 减仓 |
| GGG | GRACO INC | $128.18万 | 0.13% | 16,953 | 1,730 | 11.4% | $13.08万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $129.33万 | 0.13% | 77,490 | -2,500 | -3.1% | -$4.17万 | 减仓 |
| CDE | COEUR MNG INC | $130.14万 | 0.13% | 79,741 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $130.72万 | 0.13% | 24,623 | -80 | -0.3% | -$4,247 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $133.57万 | 0.13% | 14,824 | -7,235 | -32.8% | -$65.19万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $133.99万 | 0.13% | 14,521 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $134.40万 | 0.13% | 4,440 | -5 | -0.1% | -$1,514 | 减仓 |
| PAYX | PAYCHEX INC | $134.71万 | 0.13% | 13,700 | -1,579 | -10.3% | -$15.53万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $134.86万 | 0.13% | 2,195 | -55 | -2.4% | -$3.38万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $134.93万 | 0.13% | 24,000 | -3,024 | -11.2% | -$17.00万 | 减仓 |
| — | VIRTUS ETF TR II | $135.22万 | 0.14% | 58,460 | 95 | 0.2% | $2,197 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $135.62万 | 0.14% | 40,089 | 242 | 0.6% | $8,187 | 加仓 |
| NKE | NIKE INC | $138.05万 | 0.14% | 33,629 | -10,607 | -24.0% | -$43.54万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $141.96万 | 0.14% | 37,897 | -1,078 | -2.8% | -$4.04万 | 减仓 |
| SYK | STRYKER CORPORATION | $142.72万 | 0.14% | 4,533 | 1,523 | 50.6% | $47.95万 | 加仓 |
| GE | GE AEROSPACE | $147.14万 | 0.15% | 3,937 | -16 | -0.4% | -$5,980 | 减仓 |
| CSCO | CISCO SYS INC | $148.30万 | 0.15% | 12,626 | -2,178 | -14.7% | -$25.58万 | 减仓 |
| AVGO | BROADCOM INC | $148.72万 | 0.15% | 3,937 | 1 | 0.0% | $378 | 加仓 |
| PAAA | PGIM ETF TR | $149.72万 | 0.15% | 29,202 | 11,068 | 61.0% | $56.75万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.15% | 2 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $150.15万 | 0.15% | 3,144 | 61 | 2.0% | $2.91万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $151.16万 | 0.15% | 37,245 | -16,719 | -31.0% | -$67.85万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $151.64万 | 0.15% | 2,952 | 359 | 13.8% | $18.44万 | 加仓 |
| HD | HOME DEPOT INC | $154.40万 | 0.15% | 4,378 | -8,422 | -65.8% | -$297.03万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $154.73万 | 0.15% | 52,862 | 1,057 | 2.0% | $3.09万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $156.86万 | 0.16% | 2,962 | -73 | -2.4% | -$3.87万 | 减仓 |
| PFXF | VANECK ETF TRUST | $158.09万 | 0.16% | 88,618 | 10,473 | 13.4% | $18.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $159.78万 | 0.16% | 13,695 | 2,200 | 19.1% | $25.67万 | 加仓 |
| CSX | CSX CORP | $160.05万 | 0.16% | 33,674 | 2 | 0.0% | $95 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $163.77万 | 0.16% | 21,865 | -2,090 | -8.7% | -$15.65万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $164.03万 | 0.16% | 7,037 | -6,855 | -49.3% | -$159.79万 | 减仓 |
| SNEX | STONEX GROUP INC | $164.37万 | 0.16% | 13,871 | 244 | 1.8% | $2.89万 | 加仓 |
| ADI | ANALOG DEVICES INC | $167.70万 | 0.17% | 4,222 | -650 | -13.3% | -$25.82万 | 减仓 |
| IGSB | ISHARES TR | $167.93万 | 0.17% | 32,042 | 115 | 0.4% | $6,027 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $168.64万 | 0.17% | 46,676 | 833 | 1.8% | $3.01万 | 加仓 |
| IHDG | WISDOMTREE TR | $168.85万 | 0.17% | 32,235 | -168 | -0.5% | -$8,800 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $171.67万 | 0.17% | 2,783 | -4 | -0.1% | -$2,467 | 减仓 |