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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $472.57万 | 0.24% | 10,832 | 28 | 0.3% | $1.22万 | 加仓 |
| MS | MORGAN STANLEY | $486.22万 | 0.24% | 29,545 | 1,707 | 6.1% | $28.09万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $496.51万 | 0.25% | 19,814 | -2,907 | -12.8% | -$72.84万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $502.78万 | 0.25% | 113,111 | 422 | 0.4% | $1.88万 | 加仓 |
| IEMG | ISHARES INC | $506.29万 | 0.25% | 72,586 | 3,340 | 4.8% | $23.30万 | 加仓 |
| TLT | ISHARES TR | $527.90万 | 0.27% | 60,895 | -16,772 | -21.6% | -$145.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $528.43万 | 0.27% | 8,125 | -3,907 | -32.5% | -$254.10万 | 减仓 |
| MRK | MERCK & CO INC | $528.49万 | 0.27% | 43,935 | 5,469 | 14.2% | $65.79万 | 加仓 |
| CSCO | CISCO SYS INC | $590.96万 | 0.30% | 76,165 | 2,865 | 3.9% | $22.23万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $592.05万 | 0.30% | 24,426 | 1,999 | 8.9% | $48.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $604.31万 | 0.30% | 18,837 | 4,858 | 34.8% | $155.85万 | 加仓 |
| FBNC | FIRST BANCORP N C | $623.48万 | 0.31% | 110,644 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $675.29万 | 0.34% | 88,795 | 5,521 | 6.6% | $41.99万 | 加仓 |
| ETN | EATON CORP PLC | $676.13万 | 0.34% | 18,904 | 2,001 | 11.8% | $71.57万 | 加仓 |
| HD | HOME DEPOT INC | $705.52万 | 0.35% | 21,452 | 442 | 2.1% | $14.54万 | 加仓 |
| SHYG | ISHARES TR | $741.93万 | 0.37% | 175,357 | 68,505 | 64.1% | $289.84万 | 加仓 |
| BAC | BANK AMERICA CORP | $764.91万 | 0.38% | 156,904 | 8,273 | 5.6% | $40.33万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $777.80万 | 0.39% | 59,401 | 2,595 | 4.6% | $33.98万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $935.23万 | 0.47% | 8,070 | 134 | 1.7% | $15.53万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $953.85万 | 0.48% | 45,847 | 739 | 1.6% | $15.37万 | 加仓 |
| XYL | XYLEM INC | $971.25万 | 0.49% | 81,276 | 768 | 1.0% | $9.18万 | 加仓 |
| IGIB | ISHARES TR | $988.12万 | 0.50% | 185,668 | 50,472 | 37.3% | $268.61万 | 加仓 |
| WMT | WALMART INC | $1,048.81万 | 0.53% | 84,391 | -2,709 | -3.1% | -$33.67万 | 减仓 |
| IEFA | ISHARES TR | $1,057.22万 | 0.53% | 116,782 | 4,369 | 3.9% | $39.55万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,069.00万 | 0.54% | 125,425 | 8,959 | 7.7% | $76.36万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,117.28万 | 0.56% | 56,346 | 1,660 | 3.0% | $32.92万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,156.76万 | 0.58% | 39,514 | 1,419 | 3.7% | $41.54万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,202.43万 | 0.60% | 33,980 | 321 | 1.0% | $11.36万 | 加仓 |
| APH | AMPHENOL CORP | $1,204.19万 | 0.61% | 95,306 | 5,540 | 6.2% | $70.00万 | 加仓 |
| CMI | CUMMINS INC | $1,209.97万 | 0.61% | 22,489 | 721 | 3.3% | $38.79万 | 加仓 |
| CAT | CATERPILLAR INC | $1,231.06万 | 0.62% | 17,377 | 1,509 | 9.5% | $106.90万 | 加仓 |
| IGSB | ISHARES TR | $1,314.53万 | 0.66% | 250,100 | 15,663 | 6.7% | $82.32万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,359.22万 | 0.68% | 68,919 | 68,919 | — | $1,359.22万 | 新建仓 |
| MDT | MEDTRONIC PLC | $1,408.72万 | 0.71% | 162,576 | 2,310 | 1.4% | $20.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,413.69万 | 0.71% | 57,834 | 2,252 | 4.1% | $55.05万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,457.35万 | 0.73% | 21,361 | 202 | 1.0% | $13.78万 | 加仓 |
| — | EXXON MOBIL CORP | $1,460.00万 | 0.73% | 86,055 | 4,336 | 5.3% | $73.56万 | 加仓 |
| MBB | ISHARES TR | $1,563.47万 | 0.79% | 164,662 | 9,930 | 6.4% | $94.29万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,617.06万 | 0.81% | 82,143 | 545 | 0.7% | $10.73万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,657.56万 | 0.83% | 79,656 | 1,697 | 2.2% | $35.31万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,663.95万 | 0.84% | 39,120 | 523 | 1.4% | $22.25万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,703.27万 | 0.86% | 50,416 | -1,390 | -2.7% | -$46.96万 | 减仓 |
| MKL | MARKEL GROUP INC | $1,755.63万 | 0.88% | 9,172 | 70 | 0.8% | $13.40万 | 加仓 |
| UNP | UNION PAC CORP | $1,786.31万 | 0.90% | 73,626 | 2,294 | 3.2% | $55.66万 | 加仓 |
| LLY | ELI LILLY & CO | $1,928.45万 | 0.97% | 20,967 | -7 | -0.0% | -$6,438 | 减仓 |
| PEP | PEPSICO INC | $1,943.86万 | 0.98% | 125,176 | 4,547 | 3.8% | $70.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,946.75万 | 0.98% | 189,613 | 2,448 | 1.3% | $25.13万 | 加仓 |
| GOOGL | ALPHABET INC | $2,202.72万 | 1.11% | 76,600 | 687 | 0.9% | $19.76万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2,231.37万 | 1.12% | 30,657 | 287 | 0.9% | $20.89万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $2,251.95万 | 1.13% | 33,062 | 293 | 0.9% | $19.96万 | 加仓 |
| AME | AMETEK INC | $2,336.01万 | 1.17% | 108,976 | 1,033 | 1.0% | $22.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,364.99万 | 1.19% | 163,735 | 5,977 | 3.8% | $86.33万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,430.95万 | 1.22% | 197,992 | 3,648 | 1.9% | $44.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,540.32万 | 1.28% | 50,841 | 135 | 0.3% | $6.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,624.78万 | 1.32% | 126,862 | 4,198 | 3.4% | $86.86万 | 加仓 |
| BN | BROOKFIELD CORP | $2,660.91万 | 1.34% | 657,502 | 6,573 | 1.0% | $26.60万 | 加仓 |
| LIN | LINDE PLC | $2,708.74万 | 1.36% | 54,638 | 1,906 | 3.6% | $94.49万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,848.44万 | 1.43% | 287,576 | 3,235 | 1.1% | $32.04万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,919.58万 | 1.47% | 59,398 | 671 | 1.1% | $32.98万 | 加仓 |
| LOW | LOWES COS INC | $3,187.13万 | 1.60% | 134,888 | 1,886 | 1.4% | $44.56万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,378.65万 | 1.70% | 363,765 | 9,327 | 2.6% | $86.63万 | 加仓 |
| ASML | ASML HLDG NV | $3,460.59万 | 1.74% | 26,200 | -3,584 | -12.0% | -$473.39万 | 减仓 |
| ABBV | ABBVIE INC | $3,497.05万 | 1.76% | 160,791 | 3,415 | 2.2% | $74.27万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,514.54万 | 1.77% | 110,472 | 1,150 | 1.1% | $36.59万 | 加仓 |
| V | VISA INC | $3,649.35万 | 1.83% | 120,744 | 2,383 | 2.0% | $72.02万 | 加仓 |
| AVGO | BROADCOM INC | $3,884.24万 | 1.95% | 125,497 | 28,952 | 30.0% | $896.09万 | 加仓 |
| RTX | RTX CORPORATION | $4,127.85万 | 2.08% | 213,989 | 5,673 | 2.7% | $109.43万 | 加仓 |
| TJX | TJX COS INC NEW | $4,487.97万 | 2.26% | 281,025 | 3,391 | 1.2% | $54.15万 | 加仓 |
| META | META PLATFORMS INC | $4,612.91万 | 2.32% | 80,627 | 1,631 | 2.1% | $93.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4,738.55万 | 2.38% | 161,087 | 2,733 | 1.7% | $80.39万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,912.99万 | 2.47% | 102,525 | 1,180 | 1.2% | $56.55万 | 加仓 |
| AMZN | AMAZON COM INC | $5,852.86万 | 2.94% | 281,023 | 6,966 | 2.5% | $145.08万 | 加仓 |
| GOOG | ALPHABET INC | $7,983.71万 | 4.01% | 278,314 | 2,482 | 0.9% | $71.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,925.14万 | 4.49% | 241,109 | 3,778 | 1.6% | $139.85万 | 加仓 |
| AAPL | APPLE INC | $1.06亿 | 5.31% | 416,451 | 2,469 | 0.6% | $62.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.35亿 | 6.81% | 776,126 | -1,695 | -0.2% | -$29.56万 | 减仓 |