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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $814.91万 | 0.81% | 281,393 | 1,378 | 0.5% | $3.99万 | 加仓 |
| COHR | COHERENT CORP | $827.91万 | 0.83% | 20,988 | -3,520 | -14.4% | -$138.85万 | 减仓 |
| PSA | PUBLIC STORAGE | $847.02万 | 0.85% | 26,610 | -200 | -0.7% | -$6.37万 | 减仓 |
| IJH | ISHARES TR | $879.09万 | 0.88% | 114,005 | -774 | -0.7% | -$5.97万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $886.77万 | 0.89% | 144,284 | 353 | 0.2% | $2.17万 | 加仓 |
| DGRO | ISHARES TR | $914.79万 | 0.91% | 120,701 | 4,616 | 4.0% | $34.98万 | 加仓 |
| — | EXXON MOBIL CORP | $975.51万 | 0.98% | 71,351 | 69 | 0.1% | $9,434 | 加仓 |
| SPIB | SPDR SERIES TRUST | $979.61万 | 0.98% | 292,770 | 7,814 | 2.7% | $26.15万 | 加仓 |
| ECL | ECOLAB INC | $999.71万 | 1.00% | 35,882 | -329 | -0.9% | -$9.17万 | 减仓 |
| PULS | PGIM ETF TR | $999.95万 | 1.00% | 201,806 | 6,826 | 3.5% | $33.82万 | 加仓 |
| TJX | TJX COS INC NEW | $1,039.17万 | 1.04% | 68,592 | 3 | 0.0% | $455 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,376.19万 | 1.38% | 68,779 | -916 | -1.3% | -$18.33万 | 减仓 |
| AAPL | APPLE INC | $1,493.02万 | 1.49% | 51,597 | -220 | -0.4% | -$6.37万 | 减仓 |
| V | VISA INC | $1,589.98万 | 1.59% | 46,343 | 1 | 0.0% | $343 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,596.83万 | 1.60% | 181,706 | -674 | -0.4% | -$5.92万 | 减仓 |
| LLY | ELI LILLY & CO | $1,710.86万 | 1.71% | 14,264 | -150 | -1.0% | -$17.99万 | 减仓 |
| AMZN | AMAZON COM INC | $1,999.01万 | 2.00% | 83,872 | 16 | 0.0% | $3,813 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,031.94万 | 2.03% | 27,593 | -63 | -0.2% | -$4.64万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,132.22万 | 2.13% | 724,506 | 79 | 0.0% | $2,325 | 加仓 |
| KO | COCA COLA CO | $2,582.69万 | 2.58% | 317,791 | -13,098 | -4.0% | -$106.45万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $2,640.06万 | 2.64% | 484,908 | 484,908 | — | $2,640.06万 | 新建仓 |
| GOOG | ALPHABET INC | $3,326.78万 | 3.33% | 94,155 | -1,413 | -1.5% | -$49.93万 | 减仓 |
| IVV | ISHARES TR | $4,258.97万 | 4.26% | 56,870 | 219 | 0.4% | $16.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,994.23万 | 4.99% | 72,716 | -1,632 | -2.2% | -$112.09万 | 减仓 |