13F 机构持仓

Smith Salley Wealth Management

GREENSBORO NC · SEC CIK 0001482012

2026Q22026Q1 更早 9 个季度 🔒
$23.02亿2026Q2 申报市值
275持仓数
34.9%前十大占比 · 第一大 6.8%
19 / 13新建仓 / 清仓
申报市值走势$23.02亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.8%
AAPL 5.2%
GOOG 4.3%
MSFT 4.0%
AMZN 2.8%
AVGO 2.7%
MU 2.5%
JPM 2.3%
ASML 2.3%
BRK/B 2.2%

2026Q2 买入最多 按季末市值估算

AMD 加仓+$2,778.77万
APH 加仓+$2,268.54万
AVGO 加仓+$1,404.74万
SPHY 加仓+$1,252.12万
IGIB 加仓+$1,074.79万

2026Q2 卖出最多 按季末市值估算

MRVL 减仓-$5,387.78万
EXXON MOBIL CORP 清仓-$1,460.00万
ACN 清仓-$1,117.28万
TLT 清仓-$527.90万
MBB 减仓-$463.65万

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
— EXXON MOBIL CORP $00.00%0 -86,055-100.0% -$1,460.00万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -56,346-100.0% -$1,117.28万 清仓
TLT ISHARES TR $00.00%0 -60,895-100.0% -$527.90万 清仓
CBRE CBRE GROUP INC $00.00%0 -13,862-100.0% -$187.77万 清仓
NKE NIKE INC $00.00%0 -18,640-100.0% -$98.45万 清仓
INTU INTUIT $00.00%0 -2,156-100.0% -$93.24万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -7,793-100.0% -$42.51万 清仓
RGLD ROYAL GOLD INC $00.00%0 -938-100.0% -$23.87万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -1,496-100.0% -$23.54万 清仓
FNV FRANCO NEV CORP $00.00%0 -888-100.0% -$21.94万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -783-100.0% -$21.87万 清仓
OR OR ROYALTIES INC. $00.00%0 -5,700-100.0% -$21.67万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -1,480-100.0% -$20.63万 清仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $4.00万0.00%11,000 11,000— $4.00万 新建仓
LUMN LUMEN TECHNOLOGIES INC $13.72万0.01%17,864 00.0% — 不变
TEL TE CONNECTIVITY PLC $20.26万0.01%1,005 1,005— $20.26万 新建仓
SHV ISHARES TR $20.30万0.01%1,840 00.0% — 不变
NUE NUCOR CORP $20.34万0.01%913 913— $20.34万 新建仓
SCHM SCHWAB STRATEGIC TR $20.37万0.01%5,524 5,524— $20.37万 新建仓
ESLT ELBIT SYS LTD $20.49万0.01%270 00.0% — 不变
SMH VANECK ETF TRUST $20.54万0.01%313 -504-61.7% -$33.08万 减仓
VRTX VERTEX PHARMACEUTICALS INC $20.71万0.01%417 417— $20.71万 新建仓
IWL ISHARES TR $20.77万0.01%1,123 1,123— $20.77万 新建仓
VIS VANGUARD WORLD FD $21.62万0.01%600 600— $21.62万 新建仓
J JACOBS SOLUTIONS INC $21.92万0.01%1,740 -224-11.4% -$2.82万 减仓
AXON AXON ENTERPRISE INC $22.31万0.01%398 -52-11.6% -$2.92万 重新持有
DHR DANAHER CORP DEL $22.42万0.01%1,177 898.2% $1.69万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $22.48万0.01%801 00.0% — 不变
VAW VANGUARD WORLD FD $22.88万0.01%1,000 00.0% — 不变
LNC LINCOLN NATL CORP IND $22.96万0.01%6,496 62710.7% $2.22万 加仓
IYH ISHARES TR $23.52万0.01%3,510 00.0% — 不变
AHR AMERICAN HEALTHCARE REIT INC $23.62万0.01%4,530 -704-13.5% -$3.67万 减仓
LNT ALLIANT ENERGY CORP $23.74万0.01%3,112 00.0% — 不变
GLD SPDR GOLD TR $24.17万0.01%656 508.3% $1.84万 加仓
VBR VANGUARD INDEX FDS $24.96万0.01%1,027 00.0% — 不变
SHW SHERWIN WILLIAMS CO $25.26万0.01%734 -19-2.5% -$6,540 减仓
LMT LOCKHEED MARTIN CORP $25.27万0.01%496 14541.3% $7.39万 加仓
BIL SPDR SERIES TRUST $25.32万0.01%2,763 -547-16.5% -$5.01万 减仓
VBK VANGUARD INDEX FDS $25.42万0.01%695 -25-3.5% -$9,143 减仓
EPD ENTERPRISE PRODS PARTNERS L $25.64万0.01%6,974 150.2% $551 加仓
RVTY REVVITY INC $25.97万0.01%2,334 2,334— $25.97万 新建仓
SDY SPDR SERIES TRUST $26.13万0.01%1,717 00.0% — 不变
ASTS AST SPACEMOBILE INC $26.36万0.01%2,966 2,966— $26.36万 新建仓
FDN FIRST TR EXCHANGE-TRADED FD $26.47万0.01%1,000 00.0% — 不变
SPLV INVESCO EXCH TRADED FD TR II $26.99万0.01%3,604 00.0% — 不变
VB VANGUARD INDEX FDS $27.22万0.01%898 898— $27.22万 新建仓
— HEARTBEAM INC $27.57万0.01%367,647 00.0% — 不变
IJR ISHARES TR $27.83万0.01%1,877 1,877— $27.83万 新建仓
VCR VANGUARD WORLD FD $27.96万0.01%705 -17-2.4% -$6,742 减仓
RY ROYAL BK CDA $28.29万0.01%1,367 00.0% — 不变
WDC WESTERN DIGITAL CORP $28.40万0.01%445 445— $28.40万 新建仓
KMB KIMBERLY-CLARK CORP $29.04万0.01%2,646 -69-2.5% -$7,573 减仓
ROK ROCKWELL AUTOMATION INC $30.10万0.01%608 608— $30.10万 新建仓
FNDA SCHWAB STRATEGIC TR $30.55万0.01%8,026 00.0% — 不变
IWN ISHARES TR $30.95万0.01%1,399 00.0% — 不变
XLP SELECT SECTOR SPDR TR $31.09万0.01%3,743 00.0% — 不变
EFA ISHARES TR $31.24万0.01%3,007 -20-0.7% -$2,078 减仓
BA BOEING CO $31.91万0.01%1,474 15611.8% $3.38万 加仓
ITOT ISHARES TR $32.30万0.01%1,966 00.0% — 不变
SNDK SANDISK CORP $33.50万0.01%147 -187-56.0% -$42.62万 减仓
SHOP SHOPIFY INC $34.14万0.01%2,990 41216.0% $4.70万 加仓
DIA STATE STR SPDR DOW JONES IND $34.20万0.01%655 00.0% — 不变
DAL DELTA AIR LINES INC $34.52万0.01%3,686 1865.3% $1.74万 加仓
ALL ALLSTATE CORP $34.60万0.02%1,454 -285-16.4% -$6.78万 减仓
HDV ISHARES TR $34.63万0.02%12,633 730.6% $2,001 加仓
SPDW SPDR INDEX SHS FDS $34.67万0.02%6,880 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $35.38万0.02%3,150 00.0% — 不变
GLDM WORLD GOLD TR $35.42万0.02%4,460 1,51451.4% $12.02万 加仓
LOB LIVE OAK BANCSHARES INC $36.57万0.02%8,954 00.0% — 不变
CALM CAL MAINE FOODS INC $37.06万0.02%4,600 00.0% — 不变
XHB SPDR SERIES TRUST $37.44万0.02%3,240 00.0% — 不变
VV VANGUARD INDEX FDS $37.50万0.02%1,090 35247.7% $12.11万 加仓
TYL TYLER TECHNOLOGIES INC $38.96万0.02%1,332 -113-7.8% -$3.30万 减仓
SCHD SCHWAB STRATEGIC TR $38.99万0.02%12,296 950.8% $3,012 加仓
PLTR PALANTIR TECHNOLOGIES INC $39.07万0.02%3,349 2979.7% $3.47万 加仓
SCHF SCHWAB STRATEGIC TR $39.15万0.02%14,134 2,40020.5% $6.65万 加仓
GD GENERAL DYNAMICS CORP $39.82万0.02%1,124 -28-2.4% -$9,919 减仓
DFUV DIMENSIONAL ETF TRUST $40.40万0.02%7,344 00.0% — 不变
IJS ISHARES TR $40.46万0.02%2,960 45918.4% $6.27万 加仓
VT VANGUARD INTL EQUITY INDEX F $41.39万0.02%2,637 00.0% — 不变
PHM PULTE GROUP INC $41.74万0.02%3,042 00.0% — 不变
PANW PALO ALTO NETWORKS INC $42.32万0.02%1,241 -205-14.2% -$6.99万 减仓
PPG PPG INDS INC $42.45万0.02%3,500 -12-0.3% -$1,455 减仓
DE DEERE & CO $43.14万0.02%680 7412.2% $4.69万 加仓
FNDX SCHWAB STRATEGIC TR $44.32万0.02%14,252 00.0% — 不变
IWO ISHARES TR $45.07万0.02%1,144 -129-10.1% -$5.08万 减仓
VO VANGUARD INDEX FDS $45.35万0.02%5,629 -3-0.1% -$242 减仓
AFL AFLAC INC $46.39万0.02%3,957 -347-8.1% -$4.07万 减仓
INTC INTEL CORP $48.06万0.02%3,442 3,442— $48.06万 新建仓
UPS UNITED PARCEL SVCS INC $48.40万0.02%4,502 85823.5% $9.22万 加仓
ADP AUTOMATIC DATA PROCESSING IN $49.87万0.02%2,227 -4,369-66.2% -$97.85万 重新持有
IWD ISHARES TR $50.32万0.02%2,075 53634.8% $13.00万 加仓
VOOG VANGUARD ADMIRAL FDS INC $52.05万0.02%6,300 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $53.21万0.02%569 7715.7% $7.20万 加仓
ORCL ORACLE CORP $53.57万0.02%3,655 2186.3% $3.19万 加仓
VWO VANGUARD INTL EQUITY INDEX F $55.36万0.02%9,274 1,08213.2% $6.46万 加仓
WFC WELLS FARGO & CO $55.37万0.02%6,700 -39,370-85.5% -$325.34万 减仓
SCHV SCHWAB STRATEGIC TR $55.84万0.02%16,042 00.0% — 不变
VHT VANGUARD WORLD FD $57.89万0.03%1,936 -22-1.1% -$6,578 减仓
NDAQ NASDAQ INC $58.85万0.03%7,466 -464-5.9% -$3.66万 减仓