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 |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES TR | $1,100.72万 | 1.24% | 103,354 | 2,445 | 2.4% | $26.04万 | 加仓 |
| — | EXXON MOBIL CORP | $1,209.37万 | 1.36% | 71,282 | 742 | 1.1% | $12.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,215.49万 | 1.37% | 69,695 | -7,898 | -10.2% | -$137.74万 | 减仓 |
| AAPL | APPLE INC | $1,315.07万 | 1.48% | 51,817 | 581 | 1.1% | $14.75万 | 加仓 |
| LLY | ELI LILLY & CO | $1,325.74万 | 1.49% | 14,414 | -588 | -3.9% | -$54.08万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,395.93万 | 1.57% | 182,380 | 3,826 | 2.1% | $29.28万 | 加仓 |
| V | VISA INC | $1,400.63万 | 1.58% | 46,342 | -5,752 | -11.0% | -$173.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,596.24万 | 1.80% | 27,656 | -79 | -0.3% | -$4.56万 | 减仓 |
| AMZN | AMAZON COM INC | $1,746.47万 | 1.97% | 83,856 | -8,024 | -8.7% | -$167.12万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,857.43万 | 2.09% | 724,427 | 19,357 | 2.7% | $49.63万 | 加仓 |
| KO | COCA COLA CO | $2,516.41万 | 2.83% | 330,889 | 129 | 0.0% | $9,810 | 加仓 |
| GOOG | ALPHABET INC | $2,741.45万 | 3.09% | 95,568 | -8,971 | -8.6% | -$257.34万 | 减仓 |
| IVV | ISHARES TR | $3,700.53万 | 4.17% | 56,651 | 750 | 1.3% | $48.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,442.69万 | 5.00% | 74,348 | -293 | -0.4% | -$17.51万 | 减仓 |