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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -9,890 | -100.0% | -$223.55万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -5,986 | -100.0% | -$120.61万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,866 | -100.0% | -$109.16万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -29,322 | -100.0% | -$97.30万 | 清仓 |
| AUGO | AURA MINERALS INC | $0 | 0.00% | 0 | -10,242 | -100.0% | -$83.57万 | 清仓 |
| ITM | VANECK ETF TRUST | $0 | 0.00% | 0 | -17,600 | -100.0% | -$81.72万 | 清仓 |
| FSM | FORTUNA MNG CORP | $0 | 0.00% | 0 | -68,766 | -100.0% | -$68.28万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -12,213 | -100.0% | -$45.46万 | 清仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | -14,644 | -100.0% | -$44.84万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -2,236 | -100.0% | -$40.14万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -25,992 | -100.0% | -$37.35万 | 清仓 |
| — | ROADZEN INC | $0 | 0.00% | 0 | -277,060 | -100.0% | -$33.25万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,381 | -100.0% | -$28.15万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,434 | -100.0% | -$26.77万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,710 | -100.0% | -$21.30万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -563 | -100.0% | -$20.05万 | 清仓 |
| — | KWESST MICRO SYSTEMS INC | $1,022 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL INC | $1.80万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.92万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $11.15万 | 0.01% | 12,089 | 12,089 | — | $11.15万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $13.21万 | 0.01% | 11,250 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $18.46万 | 0.02% | 71,259 | -46,546 | -39.5% | -$12.06万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $19.95万 | 0.02% | 26,010 | 0 | 0.0% | — | 不变 |
| — | PGIM ETF TR | $20.24万 | 0.02% | 4,015 | 4,015 | — | $20.24万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $20.80万 | 0.02% | 5,977 | 5,977 | — | $20.80万 | 新建仓 |
| IOT | SAMSARA INC | $21.09万 | 0.02% | 6,502 | 6,502 | — | $21.09万 | 新建仓 |
| — | DBX ETF TR | $21.12万 | 0.02% | 5,508 | 5,508 | — | $21.12万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.21万 | 0.02% | 6,268 | 21 | 0.3% | $711 | 重新持有 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $21.25万 | 0.02% | 4,783 | -38,382 | -88.9% | -$170.49万 | 重新持有 |
| IWM | ISHARES TR | $21.34万 | 0.02% | 710 | 710 | — | $21.34万 | 新建仓 |
| TGT | TARGET CORP | $21.41万 | 0.02% | 1,639 | 1,639 | — | $21.41万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $21.52万 | 0.02% | 2,264 | 2,264 | — | $21.52万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $21.62万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $21.62万 | 0.02% | 4,731 | 57 | 1.2% | $2,605 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $21.68万 | 0.02% | 2,431 | 2,431 | — | $21.68万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $21.71万 | 0.02% | 68,473 | 1,905 | 2.9% | $6,039 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $21.91万 | 0.02% | 4,801 | 4,801 | — | $21.91万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.93万 | 0.02% | 1,388 | 2 | 0.1% | $316 | 加仓 |
| VFH | VANGUARD WORLD FD | $22.00万 | 0.02% | 1,672 | 4 | 0.2% | $526 | 加仓 |
| INTC | INTEL CORP | $22.09万 | 0.02% | 1,582 | 1,582 | — | $22.09万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $22.41万 | 0.02% | 1,542 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $22.47万 | 0.02% | 3,064 | 3,064 | — | $22.47万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.83万 | 0.02% | 812 | 117 | 16.8% | $3.29万 | 重新持有 |
| CVS | CVS HEALTH CORP | $22.90万 | 0.02% | 2,214 | -6,997 | -76.0% | -$72.39万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $22.95万 | 0.02% | 4,115 | 4,115 | — | $22.95万 | 新建仓 |
| ORCL | ORACLE CORP | $23.04万 | 0.02% | 1,572 | -119 | -7.0% | -$1.74万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $23.60万 | 0.02% | 2,637 | 2,637 | — | $23.60万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $23.63万 | 0.02% | 2,198 | 30 | 1.4% | $3,226 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $23.89万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $23.93万 | 0.02% | 2,217 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $23.96万 | 0.02% | 1,408 | 1,408 | — | $23.96万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $24.49万 | 0.02% | 1,497 | -90 | -5.7% | -$1.47万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $24.58万 | 0.02% | 2,547 | 2,547 | — | $24.58万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.82万 | 0.02% | 4,308 | -824 | -16.1% | -$4.75万 | 减仓 |
| IEMG | ISHARES INC | $25.03万 | 0.03% | 3,021 | -46 | -1.5% | -$3,811 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.18万 | 0.03% | 5,677 | 14 | 0.2% | $621 | 加仓 |
| AUR | AURORA INNOVATION INC | $25.40万 | 0.03% | 37,250 | -34,630 | -48.2% | -$23.62万 | 减仓 |
| IDXX | IDEXX LABS INC | $25.59万 | 0.03% | 486 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $25.84万 | 0.03% | 5,351 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $26.03万 | 0.03% | 3,740 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $26.22万 | 0.03% | 347 | 347 | — | $26.22万 | 新建仓 |
| CTVA | CORTEVA INC | $26.47万 | 0.03% | 3,126 | 102 | 3.4% | $8,638 | 加仓 |
| BCD | ABRDN ETFS | $26.87万 | 0.03% | 7,867 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $26.95万 | 0.03% | 997 | -1 | -0.1% | -$270 | 减仓 |
| VDC | VANGUARD WORLD FD | $27.06万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $27.27万 | 0.03% | 10,648 | 2,456 | 30.0% | $6.29万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $27.75万 | 0.03% | 3,058 | -202 | -6.2% | -$1.83万 | 减仓 |
| IEX | IDEX CORP | $27.89万 | 0.03% | 1,229 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.53万 | 0.03% | 406 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $28.97万 | 0.03% | 4,916 | 426 | 9.5% | $2.51万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $29.15万 | 0.03% | 3,038 | 3,038 | — | $29.15万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $29.20万 | 0.03% | 2,676 | -373 | -12.2% | -$4.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $29.50万 | 0.03% | 1,630 | 2 | 0.1% | $362 | 加仓 |
| QDF | FLEXSHARES TR | $29.67万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $30.52万 | 0.03% | 3,165 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $30.54万 | 0.03% | 12,181 | 2,468 | 25.4% | $6.19万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $31.24万 | 0.03% | 924 | 1 | 0.1% | $338 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $31.28万 | 0.03% | 725 | 725 | — | $31.28万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $31.55万 | 0.03% | 851 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $31.90万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $32.09万 | 0.03% | 5,754 | 84 | 1.5% | $4,685 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $32.95万 | 0.03% | 11,942 | 2,300 | 23.9% | $6.35万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $33.11万 | 0.03% | 3,796 | 163 | 4.5% | $1.42万 | 加仓 |
| META | META PLATFORMS INC | $33.44万 | 0.03% | 594 | 16 | 2.8% | $9,008 | 加仓 |
| DIS | DISNEY WALT CO | $33.93万 | 0.03% | 3,526 | -1 | -0.0% | -$96 | 减仓 |
| DLN | WISDOMTREE TR | $34.63万 | 0.03% | 3,595 | 2 | 0.1% | $193 | 加仓 |
| PFE | PFIZER INC | $35.18万 | 0.04% | 14,609 | 78 | 0.5% | $1,878 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $35.20万 | 0.04% | 2,218 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $35.31万 | 0.04% | 6,300 | 0 | 0.0% | — | 不变 |
| HYBB | ISHARES TR | $35.57万 | 0.04% | 7,605 | 115 | 1.5% | $5,379 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $35.80万 | 0.04% | 9,717 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $36.07万 | 0.04% | 550 | 550 | — | $36.07万 | 新建仓 |
| COP | CONOCOPHILLIPS | $36.22万 | 0.04% | 3,484 | 2 | 0.1% | $208 | 加仓 |
| IUSV | ISHARES TR | $36.32万 | 0.04% | 3,297 | -195 | -5.6% | -$2.15万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $36.34万 | 0.04% | 26,681 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $36.41万 | 0.04% | 18,314 | 415 | 2.3% | $8,250 | 加仓 |
| — | SSGA ACTIVE TR | $36.61万 | 0.04% | 11,377 | -120 | -1.0% | -$3,861 | 减仓 |
| TXN | TEXAS INSTRS INC | $37.14万 | 0.04% | 1,246 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $37.63万 | 0.04% | 2,145 | 1 | 0.0% | $175 | 加仓 |
| HAPN | HAPPEN INC | $37.81万 | 0.04% | 18,229 | 0 | 0.0% | — | 不变 |