Smith Salley Wealth Management
GREENSBORO NC · SEC CIK 0001482012
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $60.76万 | 0.03% | 1,402 | 221 | 18.7% | $9.58万 | 加仓 |
| NVS | NOVARTIS AG | $61.00万 | 0.03% | 3,892 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $62.31万 | 0.03% | 8,081 | 986 | 13.9% | $7.60万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $62.86万 | 0.03% | 19,886 | 118 | 0.6% | $3,730 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $65.06万 | 0.03% | 19,226 | 6,007 | 45.4% | $20.33万 | 加仓 |
| GL | GLOBE LIFE INC | $65.18万 | 0.03% | 3,648 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $65.44万 | 0.03% | 9,095 | -486 | -5.1% | -$3.50万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.90万 | 0.03% | 11,437 | 888 | 8.4% | $5.12万 | 加仓 |
| GE | GE AEROSPACE | $67.57万 | 0.03% | 1,808 | 91 | 5.3% | $3.40万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $68.44万 | 0.03% | 23,359 | 6,505 | 38.6% | $19.06万 | 加仓 |
| VLO | VALERO ENERGY CORP | $70.92万 | 0.03% | 2,723 | 18 | 0.7% | $4,688 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $73.90万 | 0.03% | 8,824 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $74.38万 | 0.03% | 2,909 | 385 | 15.3% | $9.84万 | 加仓 |
| GEV | GE VERNOVA INC | $74.41万 | 0.03% | 633 | 95 | 17.7% | $11.17万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $76.12万 | 0.03% | 14,727 | 14,727 | — | $76.12万 | 新建仓 |
| IUSG | ISHARES TR | $77.37万 | 0.03% | 4,114 | 4,114 | — | $77.37万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $78.50万 | 0.03% | 13,437 | -198 | -1.5% | -$1.16万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $79.25万 | 0.03% | 13,546 | -202 | -1.5% | -$1.18万 | 减仓 |
| CSX | CSX CORP | $79.82万 | 0.03% | 16,793 | -210 | -1.2% | -$9,982 | 减仓 |
| USB | US BANCORP | $81.51万 | 0.04% | 13,495 | -68 | -0.5% | -$4,107 | 减仓 |
| IWB | ISHARES TR | $82.02万 | 0.04% | 2,003 | 54 | 2.8% | $2.21万 | 加仓 |
| IWM | ISHARES TR | $83.68万 | 0.04% | 2,785 | -500 | -15.2% | -$15.02万 | 减仓 |
| TFC | TRUIST FINL CORP | $85.22万 | 0.04% | 17,105 | 167 | 1.0% | $8,320 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $86.54万 | 0.04% | 2,751 | 701 | 34.2% | $22.05万 | 加仓 |
| IWR | ISHARES TR | $89.76万 | 0.04% | 8,136 | 186 | 2.3% | $2.05万 | 加仓 |
| YUM | YUM BRANDS INC | $91.63万 | 0.04% | 5,732 | -281 | -4.7% | -$4.49万 | 减仓 |
| CVS | CVS HEALTH CORP | $92.92万 | 0.04% | 8,982 | -113 | -1.2% | -$1.17万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $93.08万 | 0.04% | 1,220 | -360 | -22.8% | -$27.47万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $96.15万 | 0.04% | 6,084 | -47 | -0.8% | -$7,428 | 减仓 |
| NTRS | NORTHERN TR CORP | $99.34万 | 0.04% | 5,715 | 69 | 1.2% | $1.20万 | 加仓 |
| SO | SOUTHERN CO | $99.35万 | 0.04% | 10,380 | -147 | -1.4% | -$1.41万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $100.96万 | 0.04% | 4,633 | 2,904 | 168.0% | $63.29万 | 加仓 |
| ENB | ENBRIDGE INC | $101.46万 | 0.04% | 18,717 | 168 | 0.9% | $9,107 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $109.84万 | 0.05% | 9,366 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $110.35万 | 0.05% | 14,844 | 404 | 2.8% | $3.00万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $115.68万 | 0.05% | 20,743 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $116.04万 | 0.05% | 6,963 | 187 | 2.8% | $3.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $120.24万 | 0.05% | 2,518 | -352 | -12.3% | -$16.81万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $121.42万 | 0.05% | 41,076 | -7,629 | -15.7% | -$22.55万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $122.31万 | 0.05% | 23,280 | -434 | -1.8% | -$2.28万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $123.11万 | 0.05% | 6,646 | -28 | -0.4% | -$5,187 | 减仓 |
| IWP | ISHARES TR | $123.64万 | 0.05% | 8,445 | 14 | 0.2% | $2,050 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $124.32万 | 0.05% | 42,928 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $130.63万 | 0.06% | 12,565 | -18,789 | -59.9% | -$195.33万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $131.70万 | 0.06% | 44,751 | 8,981 | 25.1% | $26.43万 | 加仓 |
| GLW | CORNING INC | $135.57万 | 0.06% | 5,307 | 438 | 9.0% | $11.19万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $138.73万 | 0.06% | 8,744 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $142.43万 | 0.06% | 18,832 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $143.20万 | 0.06% | 10,571 | 515 | 5.1% | $6.98万 | 加仓 |
| IWF | ISHARES TR | $143.98万 | 0.06% | 11,596 | -704 | -5.7% | -$8.74万 | 减仓 |
| IWV | ISHARES TR | $145.55万 | 0.06% | 3,413 | 235 | 7.4% | $10.02万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $149.07万 | 0.06% | 27,807 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $151.14万 | 0.07% | 6,836 | 6,836 | — | $151.14万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $151.56万 | 0.07% | 7,955 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $155.03万 | 0.07% | 6,924 | -6,649 | -49.0% | -$148.88万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $156.48万 | 0.07% | 752 | -5 | -0.7% | -$1.04万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $160.78万 | 0.07% | 1,666 | 1,666 | — | $160.78万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $163.99万 | 0.07% | 4,425 | -60 | -1.3% | -$2.22万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $165.17万 | 0.07% | 51,665 | 2,187 | 4.4% | $6.99万 | 加仓 |
| SYK | STRYKER CORPORATION | $180.61万 | 0.08% | 5,736 | 268 | 4.9% | $8.44万 | 加仓 |
| KLAC | KLA CORP | $181.85万 | 0.08% | 6,027 | -13 | -0.2% | -$3,922 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.93万 | 0.08% | 25,675 | 3,129 | 13.9% | $22.29万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $193.51万 | 0.08% | 45,703 | 1,034 | 2.3% | $4.38万 | 加仓 |
| CME | CME GROUP INC | $197.11万 | 0.09% | 8,926 | 86 | 1.0% | $1.90万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $200.24万 | 0.09% | 2,047 | 17 | 0.8% | $1.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $201.25万 | 0.09% | 2,930 | 42 | 1.5% | $2.88万 | 加仓 |
| PGR | PROGRESSIVE CORP | $201.43万 | 0.09% | 9,221 | -2,498 | -21.3% | -$54.57万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $205.15万 | 0.09% | 6,997 | 290 | 4.3% | $8.50万 | 加仓 |
| BX | BLACKSTONE INC | $207.88万 | 0.09% | 17,666 | 173 | 1.0% | $2.04万 | 加仓 |
| EMR | EMERSON ELEC CO | $212.64万 | 0.09% | 14,854 | 99 | 0.7% | $1.42万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $212.80万 | 0.09% | 7,323 | 397 | 5.7% | $11.54万 | 加仓 |
| IVV | ISHARES TR | $214.93万 | 0.09% | 2,870 | -250 | -8.0% | -$18.72万 | 减仓 |
| ECL | ECOLAB INC | $222.13万 | 0.10% | 7,973 | 101 | 1.3% | $2.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $246.80万 | 0.11% | 10,430 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $257.56万 | 0.11% | 13,330 | 343 | 2.6% | $6.63万 | 加仓 |
| CRM | SALESFORCE INC | $257.75万 | 0.11% | 16,453 | 452 | 2.8% | $7.08万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $262.94万 | 0.11% | 62,147 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $267.37万 | 0.12% | 25,999 | 1,487 | 6.1% | $15.29万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $270.44万 | 0.12% | 18,509 | 1,032 | 5.9% | $15.08万 | 加仓 |
| SNPS | SYNOPSYS INC | $277.43万 | 0.12% | 6,219 | 2,261 | 57.1% | $100.86万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $281.40万 | 0.12% | 8,524 | 283 | 3.4% | $9.34万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $281.82万 | 0.12% | 15,578 | 332 | 2.2% | $6.01万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $283.48万 | 0.12% | 159,890 | 6,981 | 4.6% | $12.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $288.88万 | 0.13% | 2,856 | 128 | 4.7% | $12.95万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $293.01万 | 0.13% | 16,439 | -36 | -0.2% | -$6,417 | 减仓 |
| QCOM | QUALCOMM INC | $299.66万 | 0.13% | 16,216 | -4,949 | -23.4% | -$91.45万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $304.68万 | 0.13% | 30,587 | -592 | -1.9% | -$5.90万 | 减仓 |
| NOW | SERVICENOW INC | $306.78万 | 0.13% | 30,900 | 7,603 | 32.6% | $75.48万 | 加仓 |
| MELI | MERCADOLIBRE INC | $320.30万 | 0.14% | 1,887 | 188 | 11.1% | $31.91万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $320.40万 | 0.14% | 59,300 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $328.43万 | 0.14% | 158,663 | 2,173 | 1.4% | $4.50万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $334.15万 | 0.15% | 43,256 | -856 | -1.9% | -$6.61万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $337.23万 | 0.15% | 8,480 | 2,143 | 33.8% | $85.22万 | 加仓 |
| C | CITIGROUP INC | $341.44万 | 0.15% | 24,395 | 24,395 | — | $341.44万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $345.33万 | 0.15% | 40,089 | 789 | 2.0% | $6.80万 | 加仓 |
| MCD | MCDONALDS CORP | $354.33万 | 0.15% | 13,108 | 36 | 0.3% | $9,731 | 加仓 |
| TSLA | TESLA INC | $378.88万 | 0.16% | 9,008 | 446 | 5.2% | $18.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $379.39万 | 0.16% | 5,152 | -226 | -4.2% | -$16.64万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $385.82万 | 0.17% | 21,484 | 9,309 | 76.5% | $167.17万 | 加仓 |