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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -86,055 | -100.0% | -$1,460.00万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -56,346 | -100.0% | -$1,117.28万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -60,895 | -100.0% | -$527.90万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -13,862 | -100.0% | -$187.77万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -18,640 | -100.0% | -$98.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -2,156 | -100.0% | -$93.24万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,793 | -100.0% | -$42.51万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -938 | -100.0% | -$23.87万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1,496 | -100.0% | -$23.54万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -888 | -100.0% | -$21.94万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -783 | -100.0% | -$21.87万 | 清仓 |
| OR | OR ROYALTIES INC. | $0 | 0.00% | 0 | -5,700 | -100.0% | -$21.67万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 89 | 8.2% | $1.69万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.48万 | 0.01% | 801 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $22.88万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $22.96万 | 0.01% | 6,496 | 627 | 10.7% | $2.22万 | 加仓 |
| IYH | ISHARES TR | $23.52万 | 0.01% | 3,510 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $24.17万 | 0.01% | 656 | 50 | 8.3% | $1.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $24.96万 | 0.01% | 1,027 | 0 | 0.0% | — | 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 | 145 | 41.3% | $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 | 15 | 0.2% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $26.99万 | 0.01% | 3,604 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $30.95万 | 0.01% | 1,399 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $31.09万 | 0.01% | 3,743 | 0 | 0.0% | — | 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 | 156 | 11.8% | $3.38万 | 加仓 |
| ITOT | ISHARES TR | $32.30万 | 0.01% | 1,966 | 0 | 0.0% | — | 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 | 412 | 16.0% | $4.70万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.20万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $34.52万 | 0.01% | 3,686 | 186 | 5.3% | $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 | 73 | 0.6% | $2,001 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $34.67万 | 0.02% | 6,880 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $35.38万 | 0.02% | 3,150 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $35.42万 | 0.02% | 4,460 | 1,514 | 51.4% | $12.02万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $36.57万 | 0.02% | 8,954 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $37.06万 | 0.02% | 4,600 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $37.44万 | 0.02% | 3,240 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $37.50万 | 0.02% | 1,090 | 352 | 47.7% | $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 | 95 | 0.8% | $3,012 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.07万 | 0.02% | 3,349 | 297 | 9.7% | $3.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $39.15万 | 0.02% | 14,134 | 2,400 | 20.5% | $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 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $40.46万 | 0.02% | 2,960 | 459 | 18.4% | $6.27万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $41.39万 | 0.02% | 2,637 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $41.74万 | 0.02% | 3,042 | 0 | 0.0% | — | 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 | 74 | 12.2% | $4.69万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $44.32万 | 0.02% | 14,252 | 0 | 0.0% | — | 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 | 858 | 23.5% | $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 | 536 | 34.8% | $13.00万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $52.05万 | 0.02% | 6,300 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $53.21万 | 0.02% | 569 | 77 | 15.7% | $7.20万 | 加仓 |
| ORCL | ORACLE CORP | $53.57万 | 0.02% | 3,655 | 218 | 6.3% | $3.19万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.36万 | 0.02% | 9,274 | 1,082 | 13.2% | $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 | 0 | 0.0% | — | 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 |