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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $286.10万 | 0.14% | 6,550 | 220 | 3.5% | $9.61万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $281.85万 | 0.14% | 59,300 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $277.49万 | 0.14% | 659 | 56 | 9.3% | $23.58万 | 加仓 |
| QCOM | QUALCOMM INC | $272.56万 | 0.14% | 21,165 | 639 | 3.1% | $8.23万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $269.76万 | 0.14% | 31,179 | 536 | 1.7% | $4.64万 | 加仓 |
| NFLX | NETFLIX INC. | $265.64万 | 0.13% | 27,628 | 1,759 | 6.8% | $16.91万 | 加仓 |
| CME | CME GROUP INC | $261.10万 | 0.13% | 8,840 | 276 | 3.2% | $8.15万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $252.08万 | 0.13% | 15,246 | 10,889 | 249.9% | $180.04万 | 加仓 |
| NOW | SERVICENOW INC | $243.57万 | 0.12% | 23,297 | 5,749 | 32.8% | $60.11万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $240.37万 | 0.12% | 8,241 | 350 | 4.4% | $10.21万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $239.30万 | 0.12% | 152,909 | -27,460 | -15.2% | -$42.97万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $239.07万 | 0.12% | 6,926 | 606 | 9.6% | $20.92万 | 加仓 |
| PGR | PROGRESSIVE CORP | $232.31万 | 0.12% | 11,719 | 1,312 | 12.6% | $26.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $230.78万 | 0.12% | 2,728 | 169 | 6.6% | $14.30万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $228.86万 | 0.12% | 17,477 | 919 | 5.6% | $12.03万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $228.60万 | 0.11% | 24,512 | 311 | 1.3% | $2.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $224.31万 | 0.11% | 10,430 | -418 | -3.9% | -$8.99万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $224.24万 | 0.11% | 44,669 | 3,725 | 9.1% | $18.70万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $222.11万 | 0.11% | 62,147 | -14 | -0.0% | -$500 | 减仓 |
| IQV | IQVIA HLDGS INC | $221.48万 | 0.11% | 12,987 | 71 | 0.5% | $1.21万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $219.41万 | 0.11% | 12,175 | 192 | 1.6% | $3.46万 | 加仓 |
| ECL | ECOLAB INC | $209.42万 | 0.11% | 7,872 | 107 | 1.4% | $2.85万 | 加仓 |
| IVV | ISHARES TR | $203.80万 | 0.10% | 3,120 | 4 | 0.1% | $2,613 | 加仓 |
| BX | BLACKSTONE INC | $201.15万 | 0.10% | 17,493 | 2,931 | 20.1% | $33.70万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $194.83万 | 0.10% | 6,707 | 481 | 7.7% | $13.97万 | 加仓 |
| EMR | EMERSON ELEC CO | $193.32万 | 0.10% | 14,755 | 9,280 | 169.5% | $121.58万 | 加仓 |
| CBRE | CBRE GROUP INC | $187.77万 | 0.09% | 13,862 | 1,171 | 9.2% | $15.86万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $181.74万 | 0.09% | 2,030 | 198 | 10.8% | $17.73万 | 加仓 |
| SYK | STRYKER CORPORATION | $179.68万 | 0.09% | 5,468 | 324 | 6.3% | $10.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $172.59万 | 0.09% | 2,888 | -314 | -9.8% | -$18.76万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $165.90万 | 0.08% | 49,478 | 49,478 | — | $165.90万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $165.69万 | 0.08% | 48,705 | 663 | 1.4% | $2.26万 | 加仓 |
| SNPS | SYNOPSYS INC | $156.93万 | 0.08% | 3,958 | 649 | 19.6% | $25.73万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $146.69万 | 0.07% | 4,485 | -291 | -6.1% | -$9.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $144.47万 | 0.07% | 22,546 | 1,250 | 5.9% | $8.01万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $142.67万 | 0.07% | 757 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $137.28万 | 0.07% | 27,807 | 152 | 0.5% | $7,504 | 加仓 |
| PLD | PROLOGIS INC. | $132.93万 | 0.07% | 10,056 | 370 | 3.8% | $4.89万 | 加仓 |
| IWF | ISHARES TR | $131.11万 | 0.07% | 3,075 | -3,036 | -49.7% | -$129.45万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $128.20万 | 0.06% | 8,744 | -205 | -2.3% | -$3.01万 | 减仓 |
| LRGF | ISHARES TR | $124.29万 | 0.06% | 18,832 | -342 | -1.8% | -$2.26万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $124.10万 | 0.06% | 23,714 | 367 | 1.6% | $1.92万 | 加仓 |
| IWV | ISHARES TR | $117.81万 | 0.06% | 3,178 | -43 | -1.3% | -$1.59万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $117.54万 | 0.06% | 6,776 | 1,255 | 22.7% | $21.77万 | 加仓 |
| IWP | ISHARES TR | $108.01万 | 0.05% | 8,431 | 12 | 0.1% | $1,537 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $107.94万 | 0.05% | 6,674 | -144 | -2.1% | -$2.33万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $107.75万 | 0.05% | 42,928 | -1,040 | -2.4% | -$2.61万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $105.72万 | 0.05% | 7,955 | 657 | 9.0% | $8.73万 | 加仓 |
| WMB | WILLIAMS COS INC | $105.09万 | 0.05% | 14,440 | 14,440 | — | $105.09万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $102.07万 | 0.05% | 9,366 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $101.60万 | 0.05% | 10,527 | -90 | -0.8% | -$8,687 | 减仓 |
| ENB | ENBRIDGE INC | $100.42万 | 0.05% | 18,549 | -50,064 | -73.0% | -$271.04万 | 减仓 |
| NKE | NIKE INC | $98.45万 | 0.05% | 18,640 | 2,206 | 13.4% | $11.65万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.98万 | 0.05% | 2,870 | 342 | 13.5% | $11.56万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $95.15万 | 0.05% | 20,743 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $93.49万 | 0.05% | 6,013 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $93.24万 | 0.05% | 2,156 | -5 | -0.2% | -$2,162 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $91.71万 | 0.05% | 35,770 | -61 | -0.2% | -$1,564 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $90.79万 | 0.05% | 6,131 | -17,545 | -74.1% | -$259.82万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $89.55万 | 0.05% | 19,768 | 1,925 | 10.8% | $8.72万 | 加仓 |
| KLAC | KLA CORP | $88.93万 | 0.04% | 604 | -28 | -4.4% | -$4.12万 | 减仓 |
| IWM | ISHARES TR | $81.47万 | 0.04% | 3,285 | -315 | -8.8% | -$7.81万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $80.54万 | 0.04% | 13,635 | 170 | 1.3% | $1.00万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $79.24万 | 0.04% | 13,748 | 228 | 1.7% | $1.31万 | 加仓 |
| NTRS | NORTHERN TR CORP | $78.80万 | 0.04% | 5,646 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $77.86万 | 0.04% | 16,938 | -823 | -4.6% | -$3.78万 | 减仓 |
| IWR | ISHARES TR | $77.30万 | 0.04% | 7,950 | -111 | -1.4% | -$1.08万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $70.54万 | 0.04% | 13,563 | -269 | -1.9% | -$1.40万 | 减仓 |
| CSX | CSX CORP | $69.80万 | 0.04% | 17,003 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $69.49万 | 0.03% | 1,949 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $67.32万 | 0.03% | 7,930 | -520 | -6.2% | -$4.41万 | 减仓 |
| VLO | VALERO ENERGY CORP | $66.84万 | 0.03% | 2,705 | 100 | 3.8% | $2.47万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $66.27万 | 0.03% | 8,824 | 3,477 | 65.0% | $26.11万 | 加仓 |
| GLW | CORNING INC | $66.21万 | 0.03% | 4,869 | -216 | -4.2% | -$2.94万 | 减仓 |
| CVS | CVS HEALTH CORP | $65.32万 | 0.03% | 9,095 | -18 | -0.2% | -$1,293 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $63.98万 | 0.03% | 10,549 | -103 | -1.0% | -$6,247 | 减仓 |
| MO | ALTRIA GROUP INC | $63.22万 | 0.03% | 9,581 | 1,870 | 24.3% | $12.34万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $61.68万 | 0.03% | 1,580 | 64 | 4.2% | $2.50万 | 加仓 |
| MPC | MARATHON PETE CORP | $61.63万 | 0.03% | 2,524 | 68 | 2.8% | $1.66万 | 加仓 |
| NVS | NOVARTIS AG | $59.45万 | 0.03% | 3,892 | 500 | 14.7% | $7.64万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $58.83万 | 0.03% | 2,050 | -78 | -3.7% | -$2.24万 | 减仓 |
| VHT | VANGUARD WORLD FD | $53.32万 | 0.03% | 1,958 | -22 | -1.1% | -$5,991 | 减仓 |
| GL | GLOBE LIFE INC | $50.77万 | 0.03% | 3,648 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $50.57万 | 0.03% | 3,437 | -75 | -2.1% | -$1.10万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $49.48万 | 0.02% | 1,445 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $49.06万 | 0.02% | 492 | -62 | -11.2% | -$6.18万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.93万 | 0.02% | 16,042 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $48.73万 | 0.02% | 1,717 | -67 | -3.8% | -$1.90万 | 减仓 |
| IJH | ISHARES TR | $47.91万 | 0.02% | 7,095 | -125 | -1.7% | -$8,441 | 减仓 |
| AFL | AFLAC INC | $47.22万 | 0.02% | 4,304 | 369 | 9.4% | $4.05万 | 加仓 |
| GEV | GE VERNOVA INC | $46.94万 | 0.02% | 538 | -15 | -2.7% | -$1.31万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $45.35万 | 0.02% | 16,854 | 169 | 1.0% | $4,548 | 加仓 |
| — | HEARTBEAM INC | $44.85万 | 0.02% | 367,647 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.64万 | 0.02% | 3,052 | -302 | -9.0% | -$4.42万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $44.28万 | 0.02% | 8,192 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.81万 | 0.02% | 1,050 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $42.51万 | 0.02% | 7,793 | 14 | 0.2% | $764 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $41.27万 | 0.02% | 3,150 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $40.42万 | 0.02% | 1,408 | 1 | 0.1% | $287 | 加仓 |