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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ETF TR | $20.24万 | 0.02% | 4,015 | 4,015 | — | $20.24万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $19.95万 | 0.02% | 26,010 | 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 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $13.21万 | 0.01% | 11,250 | 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 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.92万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL INC | $1.80万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | KWESST MICRO SYSTEMS INC | $1,022 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| — | 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 |