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 |
|---|---|---|---|---|---|---|---|---|
| AGI | ALAMOS GOLD INC | $89.10万 | 0.10% | 20,055 | -43 | -0.2% | -$1,910 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $88.43万 | 0.10% | 16,098 | 1,202 | 8.1% | $6.60万 | 加仓 |
| CALF | PACER FDS TR | $88.25万 | 0.10% | 19,668 | -1,194 | -5.7% | -$5.36万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $85.89万 | 0.10% | 8,671 | 22 | 0.3% | $2,179 | 加仓 |
| CENX | CENTURY ALUM CO | $85.65万 | 0.10% | 14,594 | -63 | -0.4% | -$3,697 | 减仓 |
| HYBL | SSGA ACTIVE TR | $85.42万 | 0.10% | 30,684 | 1,477 | 5.1% | $4.11万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $83.92万 | 0.09% | 4,281 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $83.64万 | 0.09% | 16,615 | 147 | 0.9% | $7,400 | 加仓 |
| AUGO | AURA MINERALS INC | $83.57万 | 0.09% | 10,242 | 10,242 | — | $83.57万 | 新建仓 |
| OPCH | OPTION CARE HEALTH INC | $83.53万 | 0.09% | 31,030 | 4,863 | 18.6% | $13.09万 | 加仓 |
| BCS | BARCLAYS PLC | $83.51万 | 0.09% | 39,467 | -171 | -0.4% | -$3,618 | 减仓 |
| TFC | TRUIST FINL CORP | $83.43万 | 0.09% | 18,149 | 61 | 0.3% | $2,804 | 加仓 |
| C | CITIGROUP INC | $83.30万 | 0.09% | 7,345 | -2,037 | -21.7% | -$23.10万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $82.74万 | 0.09% | 10,730 | 10,730 | — | $82.74万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $82.56万 | 0.09% | 3,907 | 9 | 0.2% | $1,902 | 加仓 |
| AIR | AAR CORP | $82.32万 | 0.09% | 7,521 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $81.72万 | 0.09% | 17,600 | 5,000 | 39.7% | $23.21万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $81.37万 | 0.09% | 15,133 | 5,805 | 62.2% | $31.21万 | 加仓 |
| HGER | HARBOR ETF TRUST | $80.83万 | 0.09% | 26,066 | -450 | -1.7% | -$1.40万 | 减仓 |
| RNST | RENASANT CORP | $80.14万 | 0.09% | 22,181 | 8,600 | 63.3% | $31.07万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $79.97万 | 0.09% | 34,846 | 0 | 0.0% | — | 不变 |
| DDWM | WISDOMTREE TR | $78.53万 | 0.09% | 17,803 | 732 | 4.3% | $3.23万 | 加仓 |
| — | PUTNAM MASTER INTER INCOME T | $77.85万 | 0.09% | 238,084 | -3,143 | -1.3% | -$1.03万 | 减仓 |
| CCJ | CAMECO CORP | $77.80万 | 0.09% | 7,163 | 7 | 0.1% | $760 | 加仓 |
| ENB | ENBRIDGE INC | $76.35万 | 0.09% | 14,103 | -80 | -0.6% | -$4,331 | 减仓 |
| LGLV | SPDR SERIES TRUST | $76.12万 | 0.09% | 4,274 | -110 | -2.5% | -$1.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $76.04万 | 0.09% | 5,264 | 370 | 7.6% | $5.34万 | 加仓 |
| MGC | VANGUARD WORLD FD | $75.63万 | 0.09% | 3,200 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $73.69万 | 0.08% | 1,591 | 0 | 0.0% | — | 不变 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $73.48万 | 0.08% | 12,819 | 942 | 7.9% | $5.40万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $72.99万 | 0.08% | 9,769 | 801 | 8.9% | $5.99万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $72.51万 | 0.08% | 21,789 | -56 | -0.3% | -$1,864 | 减仓 |
| NEE | NEXTERA ENERGY INC | $72.01万 | 0.08% | 7,753 | 86 | 1.1% | $7,988 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $71.55万 | 0.08% | 8,019 | 2,752 | 52.2% | $24.56万 | 加仓 |
| HQY | HEALTHEQUITY INC | $71.24万 | 0.08% | 8,525 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP | $70.46万 | 0.08% | 7,524 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $70.10万 | 0.08% | 2,398 | 0 | 0.0% | — | 不变 |
| MEC | MAYVILLE ENGR CO INC | $69.96万 | 0.08% | 38,975 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $69.78万 | 0.08% | 6,280 | -17 | -0.3% | -$1,889 | 减仓 |
| WFC | WELLS FARGO & CO | $69.73万 | 0.08% | 8,759 | 98 | 1.1% | $7,802 | 加仓 |
| TSLA | TESLA INC | $69.03万 | 0.08% | 1,857 | 35 | 1.9% | $1.30万 | 加仓 |
| MUB | ISHARES TR | $68.55万 | 0.08% | 6,458 | -423 | -6.1% | -$4.49万 | 减仓 |
| FSM | FORTUNA MNG CORP | $68.28万 | 0.08% | 68,766 | -207 | -0.3% | -$2,056 | 减仓 |
| CAC | CAMDEN NATL CORP | $67.95万 | 0.08% | 14,320 | 14,320 | — | $67.95万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $67.20万 | 0.08% | 9,125 | 1,413 | 18.3% | $10.41万 | 加仓 |
| CVS | CVS HEALTH CORP | $66.15万 | 0.07% | 9,211 | -7,845 | -46.0% | -$56.34万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $65.79万 | 0.07% | 5,459 | -30 | -0.5% | -$3,615 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $64.64万 | 0.07% | 7,002 | 25 | 0.4% | $2,308 | 加仓 |
| ATI | ATI INC | $63.26万 | 0.07% | 4,349 | 28 | 0.6% | $4,073 | 加仓 |
| DBEF | DBX ETF TR | $63.23万 | 0.07% | 12,800 | 811 | 6.8% | $4.01万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $63.17万 | 0.07% | 2,201 | -4 | -0.2% | -$1,148 | 减仓 |
| AMAT | APPLIED MATLS INC | $62.72万 | 0.07% | 1,835 | 17 | 0.9% | $5,810 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $62.24万 | 0.07% | 14,257 | -34 | -0.2% | -$1,484 | 减仓 |
| IRM | IRON MTN INC DEL | $61.54万 | 0.07% | 6,025 | 37 | 0.6% | $3,779 | 加仓 |
| GLW | CORNING INC | $60.50万 | 0.07% | 4,450 | 90 | 2.1% | $1.22万 | 加仓 |
| BAC | BANK AMERICA CORP | $60.45万 | 0.07% | 12,401 | -17,265 | -58.2% | -$84.16万 | 减仓 |
| BE | BLOOM ENERGY CORP | $60.23万 | 0.07% | 4,445 | 4,445 | — | $60.23万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.95万 | 0.07% | 11,942 | -282 | -2.3% | -$1.42万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $59.87万 | 0.07% | 6,471 | 7 | 0.1% | $648 | 加仓 |
| TKR | TIMKEN CO | $59.85万 | 0.07% | 5,951 | 2 | 0.0% | $201 | 加仓 |
| ULS | UL SOLUTIONS INC | $59.30万 | 0.07% | 6,919 | 2 | 0.0% | $171 | 加仓 |
| RGLD | ROYAL GOLD INC | $58.97万 | 0.07% | 2,317 | 1 | 0.0% | $254 | 加仓 |
| — | STELLAR BANCORP INC | $58.93万 | 0.07% | 16,096 | 11 | 0.1% | $403 | 加仓 |
| BANC | BANC OF CALIFORNIA INC | $58.44万 | 0.07% | 33,241 | -95 | -0.3% | -$1,670 | 减仓 |
| SPIP | SPDR SERIES TRUST | $58.43万 | 0.07% | 22,466 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $57.86万 | 0.07% | 5,308 | -97 | -1.8% | -$1.06万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $57.28万 | 0.06% | 7,220 | 2,224 | 44.5% | $17.65万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $57.12万 | 0.06% | 5,095 | 819 | 19.2% | $9.18万 | 加仓 |
| ODC | OIL DRI CORP AMER | $56.74万 | 0.06% | 8,716 | 4 | 0.0% | $260 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $56.59万 | 0.06% | 8,987 | -1,445 | -13.9% | -$9.10万 | 减仓 |
| ERO | ERO COPPER CORP | $55.41万 | 0.06% | 20,828 | -28 | -0.1% | -$745 | 减仓 |
| AZO | AUTOZONE INC | $54.04万 | 0.06% | 160 | -14 | -8.0% | -$4.73万 | 减仓 |
| IFS | INTERCORP FINL SVCS INC | $53.93万 | 0.06% | 10,744 | -35 | -0.3% | -$1,757 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $53.74万 | 0.06% | 1,672 | 17 | 1.0% | $5,464 | 加仓 |
| SSNC | SS&C TECH HLDGS | $53.70万 | 0.06% | 7,947 | 7,947 | — | $53.70万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $53.33万 | 0.06% | 882 | 9 | 1.0% | $5,442 | 加仓 |
| APP | APPLOVIN CORP | $53.21万 | 0.06% | 1,337 | -1,046 | -43.9% | -$41.63万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $53.13万 | 0.06% | 17,669 | -8,034 | -31.3% | -$24.16万 | 减仓 |
| EXP | EAGLE MATLS INC | $53.04万 | 0.06% | 2,800 | 1 | 0.0% | $189 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $52.83万 | 0.06% | 6,133 | 6,133 | — | $52.83万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $51.71万 | 0.06% | 4,327 | -12 | -0.3% | -$1,434 | 减仓 |
| WAT | WATERS CORP | $51.61万 | 0.06% | 1,733 | 5 | 0.3% | $1,489 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $51.61万 | 0.06% | 610 | 231 | 60.9% | $19.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $51.30万 | 0.06% | 1,518 | 32 | 2.2% | $1.08万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $50.71万 | 0.06% | 1,986 | -8 | -0.4% | -$2,043 | 减仓 |
| SHYG | ISHARES TR | $50.45万 | 0.06% | 11,925 | -494 | -4.0% | -$2.09万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $50.39万 | 0.06% | 6,367 | 2,284 | 55.9% | $18.08万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $49.51万 | 0.06% | 7,460 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $49.26万 | 0.06% | 5,352 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $48.63万 | 0.05% | 14,502 | -1,470 | -9.2% | -$4.93万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $47.70万 | 0.05% | 14,478 | -53 | -0.4% | -$1,746 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $47.64万 | 0.05% | 15,644 | 53 | 0.3% | $1,614 | 加仓 |
| DBJP | DBX ETF TR | $47.61万 | 0.05% | 4,713 | -419 | -8.2% | -$4.23万 | 减仓 |
| SBUX | STARBUCKS CORP | $47.61万 | 0.05% | 5,314 | 36 | 0.7% | $3,225 | 加仓 |
| RY | ROYAL BK CDA | $46.98万 | 0.05% | 2,904 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $46.90万 | 0.05% | 4,211 | 51 | 1.2% | $5,680 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $46.75万 | 0.05% | 7,796 | 55 | 0.7% | $3,298 | 加仓 |
| COP | CONOCOPHILLIPS | $45.97万 | 0.05% | 3,482 | 223 | 6.8% | $2.94万 | 加仓 |
| MP | MP MATERIALS CORP | $45.61万 | 0.05% | 9,450 | -24 | -0.3% | -$1,158 | 减仓 |
| GIS | GENERAL MILLS INC | $45.46万 | 0.05% | 12,213 | -3,358 | -21.6% | -$12.50万 | 减仓 |