Smith Salley Wealth Management
GREENSBORO NC · SEC CIK 0001482012
$19.89亿2026Q1 申报市值
267持仓数
35.1%前十大占比 · 第一大 6.8%
11 / 7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
AZN 新建仓+$1,359.22万
AVGO 加仓+$896.09万
SPHY 新建仓+$423.83万
SHYG 加仓+$289.84万
IGIB 加仓+$268.61万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$1,246.62万
ASML 减仓-$473.39万
ENB 减仓-$271.04万
VYM 减仓-$259.82万
SPY 减仓-$254.10万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -67,802 | -100.0% | -$1,246.62万 | 清仓 |
| AGZ | ISHARES TR | $0 | 0.00% | 0 | -21,382 | -100.0% | -$235.74万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -27,295 | -100.0% | -$146.93万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,645 | -100.0% | -$21.61万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,857 | -100.0% | -$21.13万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$20.94万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -4,621 | -100.0% | -$20.13万 | 清仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $3.63万 | 0.00% | 801 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $12.42万 | 0.01% | 17,864 | -1 | -0.0% | -$7 | 减仓 |
| SHV | ISHARES TR | $20.31万 | 0.01% | 1,840 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $20.62万 | 0.01% | 1,088 | -11 | -1.0% | -$2,085 | 减仓 |
| GILD | GILEAD SCIENCES INC | $20.63万 | 0.01% | 1,480 | 1,480 | — | $20.63万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $20.83万 | 0.01% | 5,869 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $21.21万 | 0.01% | 351 | -715 | -67.1% | -$43.21万 | 减仓 |
| SNDK | SANDISK CORP | $21.22万 | 0.01% | 334 | 334 | — | $21.22万 | 新建仓 |
| IYH | ISHARES TR | $21.64万 | 0.01% | 3,510 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $21.67万 | 0.01% | 5,700 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $21.76万 | 0.01% | 720 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $21.87万 | 0.01% | 783 | -1 | -0.1% | -$279 | 减仓 |
| FNV | FRANCO NEV CORP | $21.94万 | 0.01% | 888 | 888 | — | $21.94万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $22.06万 | 0.01% | 738 | -24 | -3.1% | -$7,172 | 减仓 |
| RY | ROYAL BK CDA | $22.12万 | 0.01% | 1,367 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $22.31万 | 0.01% | 1,027 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $22.33万 | 0.01% | 3,112 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $22.53万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $22.93万 | 0.01% | 270 | 270 | — | $22.93万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.18万 | 0.01% | 1,446 | -152 | -9.5% | -$2.44万 | 减仓 |
| DAL | DELTA AIR LINES INC | $23.27万 | 0.01% | 3,500 | -5 | -0.1% | -$332 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $23.40万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $23.54万 | 0.01% | 1,496 | 1,496 | — | $23.54万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $23.87万 | 0.01% | 938 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $24.13万 | 0.01% | 753 | 753 | — | $24.13万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.68万 | 0.01% | 5,234 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $25.00万 | 0.01% | 1,964 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $25.06万 | 0.01% | 1,717 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.22万 | 0.01% | 1,181 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $25.92万 | 0.01% | 722 | -10 | -1.4% | -$3,590 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $26.03万 | 0.01% | 8,026 | -276 | -3.3% | -$8,951 | 减仓 |
| GLD | SPDR GOLD TR | $26.08万 | 0.01% | 606 | -20 | -3.2% | -$8,606 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $26.19万 | 0.01% | 2,715 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $26.23万 | 0.01% | 1,318 | -65 | -4.7% | -$1.29万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.33万 | 0.01% | 6,959 | 16 | 0.2% | $605 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.36万 | 0.01% | 3,604 | -6,799 | -65.4% | -$49.73万 | 减仓 |
| IWN | ISHARES TR | $26.52万 | 0.01% | 1,399 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $27.31万 | 0.01% | 2,946 | 2,946 | — | $27.31万 | 新建仓 |
| ITOT | ISHARES TR | $28.01万 | 0.01% | 1,966 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $29.04万 | 0.01% | 11,734 | -336 | -2.8% | -$8,316 | 减仓 |
| EFA | ISHARES TR | $29.40万 | 0.01% | 3,027 | 20 | 0.7% | $1,943 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $29.61万 | 0.01% | 8,954 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $29.62万 | 0.01% | 2,501 | -178 | -6.6% | -$2.11万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.32万 | 0.02% | 655 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $30.33万 | 0.02% | 3,310 | 764 | 30.0% | $7.00万 | 加仓 |
| SHOP | SHOPIFY INC | $30.58万 | 0.02% | 2,578 | -23 | -0.9% | -$2,728 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $30.69万 | 0.02% | 3,743 | -25 | -0.7% | -$2,049 | 减仓 |
| SMH | VANECK ETF TRUST | $31.32万 | 0.02% | 817 | 61 | 8.1% | $2.34万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $31.41万 | 0.02% | 6,880 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $31.99万 | 0.02% | 3,240 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $32.88万 | 0.02% | 1,539 | 14 | 0.9% | $2,991 | 加仓 |
| VTV | VANGUARD INDEX FDS | $33.93万 | 0.02% | 1,729 | -261 | -13.1% | -$5.12万 | 减仓 |
| HDV | ISHARES TR | $34.09万 | 0.02% | 2,512 | 14 | 0.6% | $1,900 | 加仓 |
| DE | DEERE & CO | $34.11万 | 0.02% | 606 | -20 | -3.2% | -$1.13万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $35.59万 | 0.02% | 7,344 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $35.78万 | 0.02% | 3,042 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.82万 | 0.02% | 1,761 | 100 | 6.0% | $2.03万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $35.85万 | 0.02% | 3,644 | 52 | 1.4% | $5,116 | 重新持有 |
| ALL | ALLSTATE CORP | $36.06万 | 0.02% | 1,739 | -118 | -6.4% | -$2.45万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $36.41万 | 0.02% | 4,600 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $36.48万 | 0.02% | 2,637 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $37.43万 | 0.02% | 12,201 | -4,305 | -26.1% | -$13.21万 | 减仓 |
| PPG | PPG INDS INC | $37.53万 | 0.02% | 3,512 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $38.51万 | 0.02% | 13,219 | -824 | -5.9% | -$2.40万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $39.54万 | 0.02% | 1,152 | 184 | 19.0% | $6.32万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $39.69万 | 0.02% | 14,252 | -1,659 | -10.4% | -$4.62万 | 减仓 |
| IWO | ISHARES TR | $39.95万 | 0.02% | 1,273 | 129 | 11.3% | $4.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $40.42万 | 0.02% | 1,408 | 1 | 0.1% | $287 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $41.27万 | 0.02% | 3,150 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $42.51万 | 0.02% | 7,793 | 14 | 0.2% | $764 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.81万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $44.28万 | 0.02% | 8,192 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.64万 | 0.02% | 3,052 | -302 | -9.0% | -$4.42万 | 减仓 |
| — | HEARTBEAM INC | $44.85万 | 0.02% | 367,647 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $45.35万 | 0.02% | 16,854 | 169 | 1.0% | $4,548 | 加仓 |
| GEV | GE VERNOVA INC | $46.94万 | 0.02% | 538 | -15 | -2.7% | -$1.31万 | 减仓 |
| AFL | AFLAC INC | $47.22万 | 0.02% | 4,304 | 369 | 9.4% | $4.05万 | 加仓 |
| IJH | ISHARES TR | $47.91万 | 0.02% | 7,095 | -125 | -1.7% | -$8,441 | 减仓 |
| GE | GE AEROSPACE | $48.73万 | 0.02% | 1,717 | -67 | -3.8% | -$1.90万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.93万 | 0.02% | 16,042 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $49.06万 | 0.02% | 492 | -62 | -11.2% | -$6.18万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $49.48万 | 0.02% | 1,445 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $50.57万 | 0.03% | 3,437 | -75 | -2.1% | -$1.10万 | 减仓 |
| GL | GLOBE LIFE INC | $50.77万 | 0.03% | 3,648 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $53.32万 | 0.03% | 1,958 | -22 | -1.1% | -$5,991 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $58.83万 | 0.03% | 2,050 | -78 | -3.7% | -$2.24万 | 减仓 |
| NVS | NOVARTIS AG | $59.45万 | 0.03% | 3,892 | 500 | 14.7% | $7.64万 | 加仓 |
| MPC | MARATHON PETE CORP | $61.63万 | 0.03% | 2,524 | 68 | 2.8% | $1.66万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $61.68万 | 0.03% | 1,580 | 64 | 4.2% | $2.50万 | 加仓 |
| MO | ALTRIA GROUP INC | $63.22万 | 0.03% | 9,581 | 1,870 | 24.3% | $12.34万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $63.98万 | 0.03% | 10,549 | -103 | -1.0% | -$6,247 | 减仓 |