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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,442.69万 | 5.00% | 74,348 | -293 | -0.4% | -$17.51万 | 减仓 |
| IVV | ISHARES TR | $3,700.53万 | 4.17% | 56,651 | 750 | 1.3% | $48.99万 | 加仓 |
| GOOG | ALPHABET INC | $2,741.45万 | 3.09% | 95,568 | -8,971 | -8.6% | -$257.34万 | 减仓 |
| KO | COCA COLA CO | $2,516.41万 | 2.83% | 330,889 | 129 | 0.0% | $9,810 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,857.43万 | 2.09% | 724,427 | 19,357 | 2.7% | $49.63万 | 加仓 |
| AMZN | AMAZON COM INC | $1,746.47万 | 1.97% | 83,856 | -8,024 | -8.7% | -$167.12万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,596.24万 | 1.80% | 27,656 | -79 | -0.3% | -$4.56万 | 减仓 |
| V | VISA INC | $1,400.63万 | 1.58% | 46,342 | -5,752 | -11.0% | -$173.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,395.93万 | 1.57% | 182,380 | 3,826 | 2.1% | $29.28万 | 加仓 |
| LLY | ELI LILLY & CO | $1,325.74万 | 1.49% | 14,414 | -588 | -3.9% | -$54.08万 | 减仓 |
| AAPL | APPLE INC | $1,315.07万 | 1.48% | 51,817 | 581 | 1.1% | $14.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,215.49万 | 1.37% | 69,695 | -7,898 | -10.2% | -$137.74万 | 减仓 |
| — | EXXON MOBIL CORP | $1,209.37万 | 1.36% | 71,282 | 742 | 1.1% | $12.59万 | 加仓 |
| SUB | ISHARES TR | $1,100.72万 | 1.24% | 103,354 | 2,445 | 2.4% | $26.04万 | 加仓 |
| TJX | TJX COS INC NEW | $1,095.37万 | 1.23% | 68,589 | -6,779 | -9.0% | -$108.26万 | 减仓 |
| PULS | PGIM ETF TR | $965.15万 | 1.09% | 194,980 | 14,189 | 7.8% | $70.24万 | 加仓 |
| ECL | ECOLAB INC | $963.28万 | 1.08% | 36,211 | -6,570 | -15.4% | -$174.78万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $955.74万 | 1.08% | 284,956 | -1,460 | -0.5% | -$4.90万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $914.59万 | 1.03% | 201,896 | -32,329 | -13.8% | -$146.45万 | 减仓 |
| DGRO | ISHARES TR | $814.68万 | 0.92% | 116,085 | 12,954 | 12.6% | $90.91万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $799.10万 | 0.90% | 143,931 | 7,085 | 5.2% | $39.34万 | 加仓 |
| IJH | ISHARES TR | $775.10万 | 0.87% | 114,779 | 3,915 | 3.5% | $26.44万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $764.47万 | 0.86% | 202,027 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $759.63万 | 0.85% | 247,599 | 1,916 | 0.8% | $5.88万 | 加仓 |
| PEP | PEPSICO INC | $751.96万 | 0.85% | 48,423 | -1,953 | -3.9% | -$30.33万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $726.23万 | 0.82% | 26,810 | -35 | -0.1% | -$9,481 | 减仓 |
| ULTA | ULTA BEAUTY INC | $724.21万 | 0.82% | 13,855 | -4,104 | -22.9% | -$214.52万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $702.84万 | 0.79% | 280,015 | 2,796 | 1.0% | $7.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $690.95万 | 0.78% | 23,489 | 2,418 | 11.5% | $71.13万 | 加仓 |
| CPRT | COPART INC | $674.49万 | 0.76% | 203,160 | -51,708 | -20.3% | -$171.67万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $665.53万 | 0.75% | 145,789 | 2,560 | 1.8% | $11.69万 | 加仓 |
| IQV | IQVIA HLDGS INC | $651.36万 | 0.73% | 38,194 | -7,367 | -16.2% | -$125.64万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $632.22万 | 0.71% | 33,894 | 1,027 | 3.1% | $19.16万 | 加仓 |
| AMGN | AMGEN INC | $622.53万 | 0.70% | 17,693 | 38 | 0.2% | $1.34万 | 加仓 |
| MTZ | MASTEC INC | $592.19万 | 0.67% | 18,406 | -1,342 | -6.8% | -$43.18万 | 减仓 |
| ITOT | ISHARES TR | $589.05万 | 0.66% | 41,357 | -998 | -2.4% | -$14.21万 | 减仓 |
| COHR | COHERENT CORP | $583.81万 | 0.66% | 24,508 | -499 | -2.0% | -$11.89万 | 减仓 |
| WPC | WP CAREY INC | $570.93万 | 0.64% | 84,010 | 590 | 0.7% | $4.01万 | 加仓 |
| GWW | WW GRAINGER INC | $565.04万 | 0.64% | 5,180 | 2 | 0.0% | $2,182 | 加仓 |
| MSFT | MICROSOFT CORP | $553.80万 | 0.62% | 14,961 | -955 | -6.0% | -$35.35万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $548.44万 | 0.62% | 2,910 | 23 | 0.8% | $4.33万 | 加仓 |
| INTU | INTUIT | $522.66万 | 0.59% | 12,088 | -3,746 | -23.7% | -$161.97万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $519.69万 | 0.58% | 72,250 | 70 | 0.1% | $5,035 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $504.74万 | 0.57% | 23,470 | 112 | 0.5% | $2.41万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $494.73万 | 0.56% | 62,577 | 17,149 | 37.7% | $135.58万 | 加仓 |
| IJR | ISHARES TR | $480.33万 | 0.54% | 38,640 | 646 | 1.7% | $8.03万 | 加仓 |
| COR | CENCORA INC | $453.59万 | 0.51% | 14,439 | 4 | 0.0% | $1,257 | 加仓 |
| GOOGL | ALPHABET INC | $450.40万 | 0.51% | 15,663 | 92 | 0.6% | $2.65万 | 加仓 |
| GLD | SPDR GOLD TR | $448.10万 | 0.50% | 10,414 | 3 | 0.0% | $1,291 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $442.47万 | 0.50% | 4,441 | 206 | 4.9% | $20.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $438.35万 | 0.49% | 15,264 | 503 | 3.4% | $14.45万 | 加仓 |
| OEF | ISHARES TR | $426.31万 | 0.48% | 13,403 | 3,150 | 30.7% | $100.19万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $423.40万 | 0.48% | 552,025 | -79,950 | -12.7% | -$61.32万 | 减仓 |
| HD | HOME DEPOT INC | $420.99万 | 0.47% | 12,800 | 102 | 0.8% | $3.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $409.67万 | 0.46% | 21,346 | 73 | 0.3% | $1.40万 | 加仓 |
| EFA | ISHARES TR | $400.18万 | 0.45% | 41,200 | 950 | 2.4% | $9.23万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $396.25万 | 0.45% | 160,101 | 5,654 | 3.7% | $13.99万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $367.17万 | 0.41% | 28,041 | 42 | 0.2% | $5,499 | 加仓 |
| OUSM | ALPS ETF TR | $365.84万 | 0.41% | 83,640 | -4,482 | -5.1% | -$19.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $365.66万 | 0.41% | 18,637 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $352.16万 | 0.40% | 78,171 | -665 | -0.8% | -$3.00万 | 减仓 |
| IYR | ISHARES TR | $340.42万 | 0.38% | 36,000 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $339.97万 | 0.38% | 70,155 | 29,850 | 74.1% | $144.65万 | 加仓 |
| IGM | ISHARES TR | $335.53万 | 0.38% | 28,312 | -853 | -2.9% | -$10.11万 | 减仓 |
| BLK | BLACKROCK INC | $331.97万 | 0.37% | 3,452 | 5 | 0.1% | $4,808 | 加仓 |
| VV | VANGUARD INDEX FDS | $329.30万 | 0.37% | 11,019 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $325.24万 | 0.37% | 39,304 | 3,494 | 9.8% | $28.91万 | 加仓 |
| ABBV | ABBVIE INC | $323.51万 | 0.36% | 14,875 | 53 | 0.4% | $1.15万 | 加仓 |
| FNB | F N B CORP | $319.62万 | 0.36% | 191,163 | -92 | -0.0% | -$1,538 | 减仓 |
| VIS | VANGUARD WORLD FD | $307.32万 | 0.35% | 9,843 | -36 | -0.4% | -$1.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $304.63万 | 0.34% | 14,504 | 1,281 | 9.7% | $26.91万 | 加仓 |
| IGV | ISHARES TR | $301.68万 | 0.34% | 37,686 | 37,686 | — | $301.68万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $294.18万 | 0.33% | 28,625 | -10,000 | -25.9% | -$102.77万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $285.36万 | 0.32% | 56,384 | 3,072 | 5.8% | $15.55万 | 加仓 |
| SNPE | DBX ETF TR | $278.12万 | 0.31% | 46,703 | -862 | -1.8% | -$5.13万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $274.24万 | 0.31% | 49,646 | -1,187 | -2.3% | -$6.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $261.78万 | 0.29% | 10,709 | 228 | 2.2% | $5.57万 | 加仓 |
| MRK | MERCK & CO INC | $257.21万 | 0.29% | 21,382 | 205 | 1.0% | $2.47万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $254.43万 | 0.29% | 55,227 | 8,345 | 17.8% | $38.45万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $253.29万 | 0.29% | 13,892 | -337 | -2.4% | -$6.14万 | 减仓 |
| SGOL | ETFS GOLD TR | $247.39万 | 0.28% | 55,444 | -1,842 | -3.2% | -$8.22万 | 减仓 |
| RBC | RBC BEARINGS INC | $244.08万 | 0.27% | 4,494 | -220 | -4.7% | -$11.95万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $244.00万 | 0.27% | 100,538 | -15,712 | -13.5% | -$38.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $242.81万 | 0.27% | 3,734 | 36 | 1.0% | $2.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $239.72万 | 0.27% | 7,472 | 3,661 | 96.1% | $117.45万 | 加仓 |
| TPR | TAPESTRY INC | $239.00万 | 0.27% | 16,937 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $234.54万 | 0.26% | 22,433 | 28 | 0.1% | $2,927 | 加仓 |
| NKE | NIKE INC | $233.66万 | 0.26% | 44,236 | -20,171 | -31.3% | -$106.54万 | 减仓 |
| ICSH | ISHARES TR | $225.86万 | 0.25% | 44,619 | -443 | -1.0% | -$2.24万 | 减仓 |
| — | HONEYWELL INTL INC | $223.55万 | 0.25% | 9,890 | 29 | 0.3% | $6,555 | 加仓 |
| ITA | ISHARES TR | $221.69万 | 0.25% | 10,135 | -243 | -2.3% | -$5.32万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $220.82万 | 0.25% | 13,774 | 8,092 | 142.4% | $129.73万 | 加仓 |
| PFFA | ETFIS SER TR I | $218.79万 | 0.25% | 107,461 | 7,690 | 7.7% | $15.66万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $218.77万 | 0.25% | 53,964 | -1,820 | -3.3% | -$7.38万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $215.89万 | 0.24% | 38,090 | -2,904 | -7.1% | -$16.46万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $215.64万 | 0.24% | 27,976 | -4,799 | -14.6% | -$36.99万 | 减仓 |
| WMT | WALMART INC | $214.45万 | 0.24% | 17,255 | 285 | 1.7% | $3.54万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $214.29万 | 0.24% | 69,217 | -88 | -0.1% | -$2,724 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $213.45万 | 0.24% | 44,909 | 55 | 0.1% | $2,614 | 加仓 |
| OKE | ONEOK INC NEW | $212.56万 | 0.24% | 23,515 | 5 | 0.0% | $452 | 加仓 |