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 |
|---|---|---|---|---|---|---|---|---|
| FCOM | FIDELITY COVINGTON TRUST | $401.29万 | 0.17% | 57,756 | -984 | -1.7% | -$6.84万 | 减仓 |
| AMGN | AMGEN INC | $409.46万 | 0.18% | 11,307 | 205 | 1.8% | $7.42万 | 加仓 |
| CB | CHUBB LIMITED | $414.87万 | 0.18% | 12,176 | 2,222 | 22.3% | $75.71万 | 加仓 |
| NFLX | NETFLIX INC. | $417.04万 | 0.18% | 58,409 | 30,781 | 111.4% | $219.78万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $427.54万 | 0.19% | 31,251 | 778 | 2.6% | $10.64万 | 加仓 |
| BLK | BLACKROCK INC | $429.78万 | 0.19% | 4,470 | 297 | 7.1% | $28.56万 | 加仓 |
| SBUX | STARBUCKS CORP | $437.46万 | 0.19% | 42,808 | 1,027 | 2.5% | $10.49万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $441.52万 | 0.19% | 13,053 | 106 | 0.8% | $3.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $453.69万 | 0.20% | 6,075 | -2,050 | -25.2% | -$153.10万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $454.04万 | 0.20% | 59,305 | -1,000 | -1.7% | -$7.66万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $503.71万 | 0.22% | 112,311 | -800 | -0.7% | -$3.59万 | 减仓 |
| MCO | MOODYS CORP | $505.64万 | 0.22% | 11,164 | 332 | 3.1% | $15.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $558.68万 | 0.24% | 18,743 | -1,662 | -8.1% | -$49.54万 | 减仓 |
| MRK | MERCK & CO INC | $580.80万 | 0.25% | 45,198 | 1,263 | 2.9% | $16.23万 | 加仓 |
| IEMG | ISHARES INC | $591.13万 | 0.26% | 71,358 | -1,228 | -1.7% | -$10.17万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $595.73万 | 0.26% | 17,792 | -2,022 | -10.2% | -$67.70万 | 减仓 |
| VGT | VANGUARD WORLD FD | $601.82万 | 0.26% | 50,353 | -87 | -0.2% | -$1.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $602.25万 | 0.26% | 8,330 | -644 | -7.2% | -$46.56万 | 减仓 |
| MS | MORGAN STANLEY | $644.78万 | 0.28% | 30,845 | 1,300 | 4.4% | $27.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $695.86万 | 0.30% | 18,805 | -32 | -0.2% | -$1.18万 | 减仓 |
| FBNC | FIRST BANCORP N C | $707.35万 | 0.31% | 110,644 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $710.56万 | 0.31% | 17,096 | 1,246 | 7.9% | $51.79万 | 加仓 |
| SHYG | ISHARES TR | $726.99万 | 0.32% | 171,419 | -3,938 | -2.2% | -$16.70万 | 减仓 |
| KO | COCA COLA CO | $745.47万 | 0.32% | 91,728 | 2,933 | 3.3% | $23.84万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $748.68万 | 0.33% | 59,147 | -254 | -0.4% | -$3.22万 | 减仓 |
| HD | HOME DEPOT INC | $762.57万 | 0.33% | 21,622 | 170 | 0.8% | $6.00万 | 加仓 |
| ETN | EATON CORP PLC | $763.05万 | 0.33% | 17,907 | -997 | -5.3% | -$42.48万 | 减仓 |
| BAC | BANK OF AMER CORP | $924.59万 | 0.40% | 162,266 | 5,362 | 3.4% | $30.55万 | 加仓 |
| XYL | XYLEM INC | $942.10万 | 0.41% | 79,697 | -1,579 | -1.9% | -$18.67万 | 减仓 |
| WMT | WALMART INC | $1,001.23万 | 0.43% | 88,401 | 4,010 | 4.8% | $45.42万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,071.21万 | 0.47% | 21,033 | -328 | -1.5% | -$16.70万 | 减仓 |
| MBB | ISHARES TR | $1,092.74万 | 0.47% | 115,609 | -49,053 | -29.8% | -$463.65万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,112.59万 | 0.48% | 32,879 | -1,101 | -3.2% | -$37.26万 | 减仓 |
| IEFA | ISHARES TR | $1,158.55万 | 0.50% | 119,957 | 3,175 | 2.7% | $30.66万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,160.48万 | 0.50% | 61,200 | -7,719 | -11.2% | -$146.37万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $1,182.31万 | 0.51% | 128,961 | 3,536 | 2.8% | $32.42万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,218.58万 | 0.53% | 9,148 | 1,078 | 13.4% | $143.60万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,271.83万 | 0.55% | 162,575 | -1 | -0.0% | -$78 | 减仓 |
| IGSB | ISHARES TR | $1,286.59万 | 0.56% | 245,485 | -4,615 | -1.8% | -$24.19万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,290.56万 | 0.56% | 45,191 | -656 | -1.4% | -$18.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,525.70万 | 0.66% | 54,255 | 29,829 | 122.1% | $838.82万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,535.60万 | 0.67% | 39,707 | 193 | 0.5% | $7.46万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,584.42万 | 0.69% | 38,904 | -216 | -0.6% | -$8.80万 | 减仓 |
| CSCO | CISCO SYS INC | $1,586.04万 | 0.69% | 135,028 | 58,863 | 77.3% | $691.40万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,603.32万 | 0.70% | 63,130 | 5,296 | 9.2% | $134.50万 | 加仓 |
| CMI | CUMMINS INC | $1,643.63万 | 0.71% | 23,045 | 556 | 2.5% | $39.66万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1,678.13万 | 0.73% | 715,925 | 534,179 | 293.9% | $1,252.12万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,698.77万 | 0.74% | 187,213 | -2,400 | -1.3% | -$21.78万 | 减仓 |
| PEP | PEPSICO INC | $1,703.13万 | 0.74% | 125,785 | 609 | 0.5% | $8.25万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,787.24万 | 0.78% | 9,151 | -21 | -0.2% | -$4.10万 | 减仓 |
| CAT | CATERPILLAR INC | $1,905.01万 | 0.83% | 17,889 | 512 | 2.9% | $54.52万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,983.32万 | 0.86% | 70,573 | -11,570 | -14.1% | -$325.15万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,992.06万 | 0.87% | 80,906 | 1,250 | 1.6% | $30.78万 | 加仓 |
| UNP | UNION PAC CORP | $2,008.13万 | 0.87% | 73,828 | 202 | 0.3% | $5.49万 | 加仓 |
| IGIB | ISHARES TR | $2,061.99万 | 0.90% | 387,811 | 202,143 | 108.9% | $1,074.79万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2,124.19万 | 0.92% | 26,726 | -3,931 | -12.8% | -$312.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,151.18万 | 0.93% | 129,777 | 2,915 | 2.3% | $48.32万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,421.81万 | 1.05% | 165,153 | 1,418 | 0.9% | $20.79万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $2,519.43万 | 1.09% | 33,248 | 186 | 0.6% | $14.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,587.05万 | 1.12% | 50,371 | -470 | -0.9% | -$24.14万 | 减仓 |
| AME | AMETEK INC | $2,673.21万 | 1.16% | 110,491 | 1,515 | 1.4% | $36.65万 | 加仓 |
| BN | BROOKFIELD CORP | $2,760.45万 | 1.20% | 648,145 | -9,357 | -1.4% | -$39.85万 | 减仓 |
| LIN | LINDE PLC | $2,835.48万 | 1.23% | 54,640 | 2 | 0.0% | $1,038 | 加仓 |
| LLY | ELI LILLY & CO | $2,846.40万 | 1.24% | 23,731 | 2,764 | 13.2% | $331.53万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,881.07万 | 1.25% | 49,596 | 47,835 | 2,716.4% | $2,778.77万 | 加仓 |
| LOW | LOWES COS INC | $2,948.09万 | 1.28% | 133,706 | -1,182 | -0.9% | -$26.06万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,951.40万 | 1.28% | 58,868 | -530 | -0.9% | -$26.57万 | 减仓 |
| GOOGL | ALPHABET INC | $3,081.29万 | 1.34% | 86,221 | 9,621 | 12.6% | $343.83万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3,178.86万 | 1.38% | 106,712 | -180,864 | -62.9% | -$5,387.78万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3,200.88万 | 1.39% | 364,690 | 925 | 0.3% | $8.12万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3,452.41万 | 1.50% | 203,226 | 5,234 | 2.6% | $88.92万 | 加仓 |
| APH | AMPHENOL CORP | $3,948.97万 | 1.72% | 223,966 | 128,660 | 135.0% | $2,268.54万 | 加仓 |
| ABBV | ABBVIE INC | $4,002.94万 | 1.74% | 159,074 | -1,717 | -1.1% | -$43.21万 | 减仓 |
| RTX | RTX CORPORATION | $4,060.36万 | 1.76% | 214,007 | 18 | 0.0% | $3,415 | 加仓 |
| ADI | ANALOG DEVICES INC | $4,076.18万 | 1.77% | 102,631 | -7,841 | -7.1% | -$311.42万 | 减仓 |
| V | VISA INC | $4,129.05万 | 1.79% | 120,349 | -395 | -0.3% | -$13.55万 | 减仓 |
| TJX | TJX COS INC NEW | $4,221.09万 | 1.83% | 278,620 | -2,405 | -0.9% | -$36.44万 | 减仓 |
| META | META PLATFORMS INC | $4,548.23万 | 1.98% | 80,744 | 117 | 0.1% | $6.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,085.72万 | 2.21% | 101,635 | -890 | -0.9% | -$44.53万 | 减仓 |
| ASML | ASML HLDG NV | $5,312.48万 | 2.31% | 26,703 | 503 | 1.9% | $100.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,316.80万 | 2.31% | 162,429 | 1,342 | 0.8% | $43.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5,677.18万 | 2.47% | 49,183 | -1,233 | -2.4% | -$142.32万 | 减仓 |
| AVGO | BROADCOM INC | $6,145.40万 | 2.67% | 162,684 | 37,187 | 29.6% | $1,404.74万 | 加仓 |
| AMZN | AMAZON COM INC | $6,340.91万 | 2.75% | 266,045 | -14,978 | -5.3% | -$356.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $9,092.12万 | 3.95% | 243,743 | 2,634 | 1.1% | $98.25万 | 加仓 |
| GOOG | ALPHABET INC | $9,813.49万 | 4.26% | 277,743 | -571 | -0.2% | -$20.18万 | 减仓 |
| AAPL | APPLE INC | $1.19亿 | 5.18% | 412,027 | -4,424 | -1.1% | -$128.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.56亿 | 6.77% | 778,282 | 2,156 | 0.3% | $43.14万 | 加仓 |