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 |
|---|---|---|---|---|---|---|---|---|
| FCBC | FIRST CMNTY BANKSHARES INC V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -158,553 | -100.0% | -$138.21万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2,494 | -100.0% | -$111.25万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -18,444 | -100.0% | -$79.01万 | 清仓 |
| IBEX | IBEX LTD | $0 | 0.00% | 0 | -16,306 | -100.0% | -$62.26万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -6,067 | -100.0% | -$57.89万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -10,750 | -100.0% | -$43.19万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,792 | -100.0% | -$40.81万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -8,919 | -100.0% | -$40.68万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -3,890 | -100.0% | -$38.42万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -5,314 | -100.0% | -$38.13万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -4,283 | -100.0% | -$31.63万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -7,162 | -100.0% | -$29.54万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -3,509 | -100.0% | -$29.51万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -3,377 | -100.0% | -$28.58万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -48,695 | -100.0% | -$27.37万 | 清仓 |
| IESC | IES HLDGS INC | $0 | 0.00% | 0 | -695 | -100.0% | -$27.04万 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | -13,243 | -100.0% | -$24.04万 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $0 | 0.00% | 0 | -9,497 | -100.0% | -$22.52万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | KWESST MICRO SYSTEMS INC | $1,120 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL INC | $1.31万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $12.63万 | 0.01% | 11,250 | 750 | 7.1% | $8,423 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $18.04万 | 0.02% | 66,568 | 1,475 | 2.3% | $3,997 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $19.56万 | 0.02% | 26,010 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $20.05万 | 0.02% | 563 | 563 | — | $20.05万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $20.15万 | 0.02% | 1,668 | 2 | 0.1% | $242 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $20.22万 | 0.02% | 1,542 | -4 | -0.3% | -$525 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $20.33万 | 0.02% | 5,351 | 5,351 | — | $20.33万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $20.46万 | 0.02% | 3,500 | 3,500 | — | $20.46万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.53万 | 0.02% | 1,386 | 1,386 | — | $20.53万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $20.87万 | 0.02% | 8,192 | 58 | 0.7% | $1,478 | 加仓 |
| DIVO | AMPLIFY ETF TR | $20.96万 | 0.02% | 4,674 | 4,674 | — | $20.96万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $21.30万 | 0.02% | 4,710 | -65 | -1.4% | -$2,940 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $21.33万 | 0.02% | 2,168 | 2,168 | — | $21.33万 | 新建仓 |
| IEMG | ISHARES INC | $21.40万 | 0.02% | 3,067 | 3,067 | — | $21.40万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $21.66万 | 0.02% | 2,217 | -2 | -0.1% | -$195 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.01万 | 0.02% | 5,663 | 14 | 0.2% | $544 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $22.54万 | 0.03% | 3,740 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $22.81万 | 0.03% | 4,490 | 5 | 0.1% | $254 | 加仓 |
| IEX | IDEX CORP | $23.30万 | 0.03% | 1,229 | -2 | -0.2% | -$379 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $23.91万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $24.19万 | 0.03% | 1,246 | 19 | 1.5% | $3,689 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $24.32万 | 0.03% | 9,713 | -12 | -0.1% | -$300 | 减仓 |
| ORCL | ORACLE CORP | $24.87万 | 0.03% | 1,691 | 92 | 5.8% | $1.35万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $24.95万 | 0.03% | 9,642 | 220 | 2.3% | $5,694 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $25.02万 | 0.03% | 406 | 0 | 0.0% | — | 重新持有 |
| CTVA | CORTEVA INC | $25.31万 | 0.03% | 3,024 | 3,024 | — | $25.31万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.97万 | 0.03% | 998 | 64 | 6.9% | $1.67万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $26.01万 | 0.03% | 5,670 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $26.10万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $26.10万 | 0.03% | 18,229 | -53 | -0.3% | -$759 | 减仓 |
| CRM | SALESFORCE INC | $26.77万 | 0.03% | 1,434 | 16 | 1.1% | $2,987 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $26.92万 | 0.03% | 1,628 | 38 | 2.4% | $6,283 | 加仓 |
| VDC | VANGUARD WORLD FD | $26.95万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $27.31万 | 0.03% | 486 | 25 | 5.4% | $1.40万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $27.39万 | 0.03% | 1,587 | -1 | -0.1% | -$173 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $27.84万 | 0.03% | 851 | 6 | 0.7% | $1,963 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.92万 | 0.03% | 923 | 14 | 1.5% | $4,235 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $28.07万 | 0.03% | 3,165 | -5 | -0.2% | -$444 | 减仓 |
| ZTS | ZOETIS INC | $28.15万 | 0.03% | 2,381 | -55 | -2.3% | -$6,502 | 减仓 |
| BCD | ABRDN ETFS | $28.15万 | 0.03% | 7,867 | -885 | -10.1% | -$3.17万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $28.84万 | 0.03% | 3,049 | 6 | 0.2% | $567 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $29.06万 | 0.03% | 26,681 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.46万 | 0.03% | 1,240 | 113 | 10.0% | $2.69万 | 加仓 |
| AUR | AURORA INNOVATION INC | $29.61万 | 0.03% | 71,880 | 22,635 | 46.0% | $9.33万 | 加仓 |
| XMTR | XOMETRY INC | $30.52万 | 0.03% | 7,473 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.13万 | 0.04% | 5,132 | 3 | 0.1% | $182 | 加仓 |
| IGIB | ISHARES TR | $31.93万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $32.10万 | 0.04% | 3,593 | 2 | 0.1% | $179 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $32.51万 | 0.04% | 2,218 | 1 | 0.0% | $147 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $32.91万 | 0.04% | 301 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $32.92万 | 0.04% | 4,029 | 24 | 0.6% | $1,961 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $33.01万 | 0.04% | 9,717 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $33.04万 | 0.04% | 578 | -36 | -5.9% | -$2.06万 | 减仓 |
| — | ROADZEN INC | $33.25万 | 0.04% | 277,060 | -82,940 | -23.0% | -$9.95万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $33.47万 | 0.04% | 3,260 | 64 | 2.0% | $6,570 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $33.68万 | 0.04% | 6,730 | 700 | 11.6% | $3.50万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $33.95万 | 0.04% | 1,227 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $33.99万 | 0.04% | 3,527 | 475 | 15.6% | $4.58万 | 加仓 |
| OKTA | OKTA INC | $34.18万 | 0.04% | 4,342 | 4,342 | — | $34.18万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $34.60万 | 0.04% | 6,300 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES TR | $34.82万 | 0.04% | 7,490 | -2,000 | -21.1% | -$9.30万 | 减仓 |
| — | SSGA ACTIVE TR | $35.10万 | 0.04% | 11,497 | -796 | -6.5% | -$2.43万 | 减仓 |
| VB | VANGUARD INDEX FDS | $35.65万 | 0.04% | 1,361 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $35.70万 | 0.04% | 3,492 | 5 | 0.1% | $511 | 加仓 |
| DE | DEERE & CO | $35.74万 | 0.04% | 635 | 52 | 8.9% | $2.93万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $35.76万 | 0.04% | 3,633 | 3,633 | — | $35.76万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $36.17万 | 0.04% | 117,805 | 109 | 0.1% | $335 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $36.18万 | 0.04% | 1,258 | -1 | -0.1% | -$288 | 减仓 |
| QXO | QXO INC | $36.37万 | 0.04% | 18,730 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $36.64万 | 0.04% | 5,898 | -7 | -0.1% | -$435 | 减仓 |
| NU | NU HLDGS LTD | $37.35万 | 0.04% | 25,992 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $37.42万 | 0.04% | 2,450 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $38.02万 | 0.04% | 6,150 | 606 | 10.9% | $3.75万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $38.90万 | 0.04% | 8,877 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $39.20万 | 0.04% | 6,854 | -144 | -2.1% | -$8,237 | 减仓 |
| VGT | VANGUARD WORLD FD | $39.47万 | 0.04% | 566 | -15 | -2.6% | -$1.05万 | 减仓 |