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 |
|---|---|---|---|---|---|---|---|---|
| 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 |