Smith & Howard Wealth Management, LLC
ATLANTA GA · SEC CIK 0001543991
$5.03亿2026Q2 申报市值
98持仓数
65.8%前十大占比 · 第一大 17.5%
8 / 8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
VCRB 加仓+$383.71万
AGG 加仓+$303.45万
MMIT 新建仓+$206.77万
IEFA 加仓+$72.20万
VO 加仓+$60.19万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$1,022.80万
TLT 清仓-$751.11万
EFA 减仓-$104.34万
VB 减仓-$84.02万
JMUB 减仓-$80.72万
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 |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | $8,792.99万 | 17.48% | 1,138,506 | 49,682 | 4.6% | $383.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,887.24万 | 11.70% | 159,097 | -689 | -0.4% | -$25.50万 | 减仓 |
| IEFA | ISHARES TR | $4,072.23万 | 8.10% | 421,643 | 7,476 | 1.8% | $72.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,327.97万 | 6.62% | 152,708 | 674 | 0.4% | $14.69万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,193.32万 | 4.36% | 432,992 | -15,935 | -3.5% | -$80.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,032.04万 | 4.04% | 235,899 | -2,343 | -1.0% | -$20.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,836.40万 | 3.65% | 257,741 | -2,521 | -1.0% | -$17.96万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,799.43万 | 3.58% | 223,338 | 7,470 | 3.5% | $60.19万 | 加仓 |
| AGG | ISHARES TR | $1,596.79万 | 3.17% | 161,324 | 30,658 | 23.5% | $303.45万 | 加仓 |
| IEMG | ISHARES INC | $1,537.66万 | 3.06% | 185,618 | -5,592 | -2.9% | -$46.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,115.03万 | 2.22% | 14,931 | -13,696 | -47.8% | -$1,022.80万 | 减仓 |
| IWD | ISHARES TR | $1,072.50万 | 2.13% | 44,240 | -990 | -2.2% | -$24.00万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,045.36万 | 2.08% | 175,132 | -5,109 | -2.8% | -$30.50万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,023.02万 | 2.03% | 33,750 | -2,772 | -7.6% | -$84.02万 | 减仓 |
| IWF | ISHARES TR | $979.29万 | 1.95% | 78,867 | -517 | -0.7% | -$6.42万 | 减仓 |
| MUB | ISHARES TR | $971.24万 | 1.93% | 90,247 | -4,265 | -4.5% | -$45.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $894.49万 | 1.78% | 121,848 | -10,132 | -7.7% | -$74.38万 | 减仓 |
| TLT | ISHARES TR 看跌期权 | $725.25万 | 1.44% | 83,500 | 72,000 | 626.1% | $625.37万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $652.90万 | 1.30% | 10,200 | 5,900 | 137.2% | $377.66万 | 重新持有 |
| ACWX | ISHARES TR | $639.42万 | 1.27% | 84,013 | -954 | -1.1% | -$7.26万 | 减仓 |
| KO | COCA COLA CO | $618.37万 | 1.23% | 76,088 | -224 | -0.3% | -$1.82万 | 减仓 |
| IWM | ISHARES TR | $607.18万 | 1.21% | 20,209 | -558 | -2.7% | -$16.77万 | 减仓 |
| IWR | ISHARES TR | $587.67万 | 1.17% | 53,269 | -1,720 | -3.1% | -$18.98万 | 减仓 |
| EFA | ISHARES TR | $553.07万 | 1.10% | 53,241 | -10,044 | -15.9% | -$104.34万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $423.24万 | 0.84% | 49,507 | 367 | 0.7% | $3.14万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $398.24万 | 0.79% | 94,978 | 916 | 1.0% | $3.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $396.11万 | 0.79% | 7,916 | -25 | -0.3% | -$1.25万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $349.65万 | 0.70% | 60,630 | 654 | 1.1% | $3.77万 | 加仓 |
| — | AMERICAN BEACON SELECT FUNDS | $248.29万 | 0.49% | 85,903 | 56 | 0.1% | $1,619 | 加仓 |
| AAPL | APPLE INC | $237.08万 | 0.47% | 8,193 | -956 | -10.4% | -$27.66万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $206.77万 | 0.41% | 84,916 | 84,916 | — | $206.77万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $204.18万 | 0.41% | 2,973 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $173.84万 | 0.35% | 8,688 | -722 | -7.7% | -$14.45万 | 减仓 |
| PINS | PINTEREST INC | $137.16万 | 0.27% | 65,223 | 8,414 | 14.8% | $17.69万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $127.67万 | 0.25% | 44,085 | -1,403 | -3.1% | -$4.06万 | 减仓 |
| HD | HOME DEPOT INC | $127.09万 | 0.25% | 3,604 | -222 | -5.8% | -$7.83万 | 减仓 |
| SUB | ISHARES TR | $126.45万 | 0.25% | 11,877 | -1,263 | -9.6% | -$13.45万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $126.36万 | 0.25% | 4,975 | -611 | -10.9% | -$15.52万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $121.35万 | 0.24% | 14,490 | -179 | -1.2% | -$1.50万 | 减仓 |
| VHT | VANGUARD WORLD FD | $95.74万 | 0.19% | 3,202 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $89.00万 | 0.18% | 2,416 | -426 | -15.0% | -$15.69万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $82.10万 | 0.16% | 4,309 | -5 | -0.1% | -$953 | 减仓 |
| GOOG | ALPHABET INC | $76.85万 | 0.15% | 2,175 | -161 | -6.9% | -$5.69万 | 减仓 |
| IWS | ISHARES TR | $76.00万 | 0.15% | 4,617 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $75.70万 | 0.15% | 6,442 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS 看跌期权 | $75.60万 | 0.15% | 1,800 | 1,800 | — | $75.60万 | 新建仓 |
| MSFT | MICROSOFT CORP | $68.71万 | 0.14% | 1,842 | -4 | -0.2% | -$1,492 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $64.10万 | 0.13% | 685 | -37 | -5.1% | -$3.46万 | 减仓 |
| — | ISHARES TR | $64.04万 | 0.13% | 23,422 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $64.03万 | 0.13% | 855 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $58.00万 | 0.12% | 1,623 | 47 | 3.0% | $1.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $53.68万 | 0.11% | 1,640 | 47 | 3.0% | $1.54万 | 加仓 |
| EEM | ISHARES TR 看跌期权 | $50.00万 | 0.10% | 10,000 | 9,500 | 1,900.0% | $47.50万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $48.81万 | 0.10% | 3,328 | -21 | -0.6% | -$3,080 | 减仓 |
| EEM | ISHARES TR | $47.76万 | 0.09% | 6,981 | -8,648 | -55.3% | -$59.16万 | 减仓 |
| SDY | SPDR SERIES TRUST | $46.76万 | 0.09% | 3,073 | -68 | -2.2% | -$1.03万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $46.23万 | 0.09% | 968 | -7 | -0.7% | -$3,343 | 减仓 |
| GE | GE AEROSPACE | $41.22万 | 0.08% | 1,103 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $40.00万 | 0.08% | 2,926 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $39.27万 | 0.08% | 3,066 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $38.12万 | 0.08% | 8,041 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $37.35万 | 0.07% | 663 | -12 | -1.8% | -$6,760 | 减仓 |
| EFA | ISHARES TR 看跌期权 | $37.20万 | 0.07% | 4,300 | 1,300 | 43.3% | $11.25万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $35.42万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $35.00万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS 看跌期权 | $34.80万 | 0.07% | 1,200 | 1,000 | 500.0% | $29.00万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.25万 | 0.07% | 1,447 | -323 | -18.2% | -$7.65万 | 减仓 |
| FEOE | RBB FUND TRUST | $32.92万 | 0.07% | 6,165 | 280 | 4.8% | $1.50万 | 加仓 |
| AMZN | AMAZON COM INC | $31.96万 | 0.06% | 1,341 | -44 | -3.2% | -$1.05万 | 减仓 |
| GEV | GE VERNOVA INC | $30.90万 | 0.06% | 263 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $30.85万 | 0.06% | 9,616 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $30.15万 | 0.06% | 1,908 | -370 | -16.2% | -$5.85万 | 减仓 |
| IWD | ISHARES TR 看跌期权 | $29.94万 | 0.06% | 1,500 | 1,200 | 400.0% | $23.95万 | 重新持有 |
| IAU | ISHARES GOLD TR | $29.17万 | 0.06% | 3,863 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR 看跌期权 | $28.19万 | 0.06% | 2,200 | 2,200 | — | $28.19万 | 新建仓 |
| STIP | ISHARES TR | $27.93万 | 0.06% | 2,734 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $27.78万 | 0.06% | 545 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $27.59万 | 0.05% | 5,000 | 5,000 | — | $27.59万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS 看涨期权 | $27.50万 | 0.05% | 5,000 | 5,000 | — | $27.50万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $27.40万 | 0.05% | 1,653 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $26.50万 | 0.05% | 1,861 | -89 | -4.6% | -$1.27万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $26.07万 | 0.05% | 6,411 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $25.71万 | 0.05% | 4,876 | 4,876 | — | $25.71万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $25.55万 | 0.05% | 7,283 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $24.89万 | 0.05% | 4,369 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $24.84万 | 0.05% | 8,225 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $24.46万 | 0.05% | 2,537 | -11 | -0.4% | -$1,061 | 减仓 |
| ABBV | ABBVIE INC | $23.58万 | 0.05% | 937 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $22.66万 | 0.05% | 4,226 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $22.25万 | 0.04% | 1,520 | -9 | -0.6% | -$1,318 | 重新持有 |
| AVDE | AMERICAN CENTY ETF TR | $21.90万 | 0.04% | 2,455 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.79万 | 0.04% | 806 | -36 | -4.3% | -$9,731 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.75万 | 0.04% | 2,633 | -823 | -23.8% | -$6.80万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $21.45万 | 0.04% | 3,835 | 3,835 | — | $21.45万 | 新建仓 |
| IWR | ISHARES TR 看跌期权 | $20.93万 | 0.04% | 2,300 | 1,800 | 360.0% | $16.38万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $20.61万 | 0.04% | 655 | 655 | — | $20.61万 | 新建仓 |
| CLS | CELESTICA INC | $20.32万 | 0.04% | 557 | -343 | -38.1% | -$12.51万 | 重新持有 |
| ACWI | ISHARES TR 看涨期权 | $3.10万 | 0.01% | 200 | 0 | 0.0% | — | 重新持有 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -83,000 | -100.0% | -$751.11万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -3,601 | -100.0% | -$34.76万 | 清仓 |