Smith & Howard Wealth Management, LLC
ATLANTA GA · SEC CIK 0001543991
$4.62亿2026Q1 申报市值
88持仓数
66.3%前十大占比 · 第一大 18.2%
11 / 5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
SPY 加仓+$883.32万
VCRB 加仓+$542.53万
TLT 加仓+$343.88万
SPSM 加仓+$266.11万
VTV 加仓+$180.23万
2026Q1 卖出最多 按季末市值估算
VB 减仓-$262.08万
EXXON MOBIL CORP 减仓-$107.81万
TPYP 减仓-$85.29万
IWM 减仓-$41.32万
WFC 清仓-$28.33万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -32,000 | -100.0% | -$302.90万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -3,040 | -100.0% | -$28.33万 | 清仓 |
| IEFA | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$26.79万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFA | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$9.25万 | 清仓 |
| IWD | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VO | VANGUARD INDEX FDS 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACWI | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLD | SPDR GOLD TR 看跌期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.50万 | 清仓 |
| EEM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACWI | ISHARES TR | $6.94万 | 0.02% | 500 | 500 | — | $6.94万 | 新建仓 |
| ABBV | ABBVIE INC | $20.38万 | 0.04% | 937 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $20.83万 | 0.05% | 2,455 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $20.86万 | 0.05% | 4,226 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $21.30万 | 0.05% | 4,369 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $21.48万 | 0.05% | 8,225 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $22.08万 | 0.05% | 2,885 | 2,885 | — | $22.08万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $22.60万 | 0.05% | 2,548 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.73万 | 0.05% | 493 | -47 | -8.7% | -$2.17万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $22.93万 | 0.05% | 7,283 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $22.96万 | 0.05% | 263 | 263 | — | $22.96万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $23.46万 | 0.05% | 6,411 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.48万 | 0.05% | 576 | -87 | -13.1% | -$3.55万 | 减仓 |
| DSI | ISHARES TR | $23.63万 | 0.05% | 1,950 | -34 | -1.7% | -$4,120 | 减仓 |
| CBZ | CBIZ INC | $25.82万 | 0.06% | 9,616 | 9,616 | — | $25.82万 | 新建仓 |
| COP | CONOCOPHILLIPS | $25.91万 | 0.06% | 1,963 | 1,963 | — | $25.91万 | 新建仓 |
| MCD | MCDONALDS CORP | $26.17万 | 0.06% | 842 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $27.67万 | 0.06% | 7,101 | 7,101 | — | $27.67万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $27.76万 | 0.06% | 3,903 | 3,903 | — | $27.76万 | 新建仓 |
| STIP | ISHARES TR | $28.28万 | 0.06% | 2,734 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $28.85万 | 0.06% | 1,385 | 31 | 2.3% | $6,456 | 加仓 |
| FEOE | RBB FUND TRUST | $29.70万 | 0.06% | 5,885 | 5,885 | — | $29.70万 | 新建仓 |
| GE | GE AEROSPACE | $31.30万 | 0.07% | 1,103 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.95万 | 0.07% | 975 | 975 | — | $32.95万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $32.96万 | 0.07% | 545 | 8 | 1.5% | $4,838 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.74万 | 0.07% | 2,278 | 370 | 19.4% | $5.48万 | 加仓 |
| IAU | ISHARES GOLD TR | $34.06万 | 0.07% | 3,863 | -479 | -11.0% | -$4.22万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $34.09万 | 0.07% | 3,066 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.20万 | 0.07% | 1,653 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $34.32万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $34.76万 | 0.08% | 3,601 | 3,601 | — | $34.76万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $36.42万 | 0.08% | 2,100 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.07万 | 0.08% | 1,770 | 344 | 24.1% | $7.40万 | 加仓 |
| EAGG | ISHARES TR | $38.23万 | 0.08% | 8,041 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $38.62万 | 0.08% | 675 | 12 | 1.8% | $6,866 | 加仓 |
| GOOGL | ALPHABET INC | $45.32万 | 0.10% | 1,576 | 22 | 1.4% | $6,327 | 加仓 |
| SDY | SPDR SERIES TRUST | $45.84万 | 0.10% | 3,141 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $46.86万 | 0.10% | 1,593 | -35 | -2.1% | -$1.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.38万 | 0.10% | 3,349 | -12 | -0.4% | -$1,733 | 减仓 |
| — | EXXON MOBIL CORP | $49.64万 | 0.11% | 2,926 | -6,355 | -68.5% | -$107.81万 | 减仓 |
| IVV | ISHARES TR | $55.85万 | 0.12% | 855 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $57.33万 | 0.12% | 4,314 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $62.23万 | 0.13% | 23,422 | 23,422 | — | $62.23万 | 新建仓 |
| IJK | ISHARES TR | $64.82万 | 0.14% | 6,442 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $67.01万 | 0.14% | 2,336 | -32 | -1.4% | -$9,180 | 减仓 |
| IWS | ISHARES TR | $67.29万 | 0.15% | 4,617 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $68.34万 | 0.15% | 1,846 | -123 | -6.2% | -$4.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.97万 | 0.16% | 722 | 1 | 0.1% | $997 | 加仓 |
| EEM | ISHARES TR | $84.24万 | 0.18% | 15,629 | 8,292 | 113.0% | $44.69万 | 加仓 |
| VHT | VANGUARD WORLD FD | $87.20万 | 0.19% | 3,202 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $104.19万 | 0.23% | 56,809 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $110.16万 | 0.24% | 14,669 | -141 | -1.0% | -$1.06万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $114.17万 | 0.25% | 45,488 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $119.88万 | 0.26% | 2,842 | 337 | 13.5% | $14.22万 | 加仓 |
| HD | HOME DEPOT INC | $125.83万 | 0.27% | 3,826 | -291 | -7.1% | -$9.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $136.55万 | 0.30% | 5,586 | 27 | 0.5% | $6,600 | 加仓 |
| SUB | ISHARES TR | $139.94万 | 0.30% | 13,140 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $164.11万 | 0.35% | 9,410 | 215 | 2.3% | $3.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $177.65万 | 0.38% | 2,973 | -15 | -0.5% | -$8,963 | 减仓 |
| AAPL | APPLE INC | $232.20万 | 0.50% | 9,149 | -430 | -4.5% | -$10.91万 | 减仓 |
| — | AMERICAN BEACON SELECT FUNDS | $242.56万 | 0.52% | 85,847 | -6,308 | -6.8% | -$17.82万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $289.67万 | 0.63% | 59,976 | 55,098 | 1,129.5% | $266.11万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $378.92万 | 0.82% | 49,140 | 1,281 | 2.7% | $9.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $380.53万 | 0.82% | 7,941 | -112 | -1.4% | -$5.37万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $398.45万 | 0.86% | 94,062 | -20,134 | -17.6% | -$85.29万 | 减仓 |
| IWM | ISHARES TR | $514.12万 | 1.11% | 20,767 | -1,669 | -7.4% | -$41.32万 | 减仓 |
| IWR | ISHARES TR | $533.23万 | 1.15% | 54,989 | 7,047 | 14.7% | $68.33万 | 加仓 |
| KO | COCA COLA CO | $580.36万 | 1.25% | 76,312 | -2,207 | -2.8% | -$16.78万 | 减仓 |
| ACWX | ISHARES TR | $581.77万 | 1.26% | 84,967 | 354 | 0.4% | $2.42万 | 加仓 |
| EFA | ISHARES TR | $606.16万 | 1.31% | 63,285 | 8,239 | 15.0% | $78.92万 | 加仓 |
| TLT | ISHARES TR | $751.11万 | 1.62% | 83,000 | 38,000 | 84.4% | $343.88万 | 加仓 |
| IWF | ISHARES TR | $846.23万 | 1.83% | 19,846 | 1,878 | 10.5% | $80.08万 | 加仓 |
| VB | VANGUARD INDEX FDS | $956.59万 | 2.07% | 36,522 | -10,006 | -21.5% | -$262.08万 | 减仓 |
| IWD | ISHARES TR | $964.31万 | 2.09% | 45,230 | 1,931 | 4.5% | $41.17万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $971.90万 | 2.10% | 131,980 | -93 | -0.1% | -$6,849 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $973.27万 | 2.10% | 180,241 | 5,057 | 2.9% | $27.31万 | 加仓 |
| MUB | ISHARES TR | $1,003.24万 | 2.17% | 94,512 | 2,162 | 2.3% | $22.95万 | 加仓 |
| AGG | ISHARES TR | $1,297.12万 | 2.80% | 130,666 | -927 | -0.7% | -$9.20万 | 减仓 |
| IEMG | ISHARES INC | $1,333.69万 | 2.88% | 191,210 | -1,478 | -0.8% | -$10.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,550.37万 | 3.35% | 53,967 | 4,817 | 9.8% | $138.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,667.76万 | 3.61% | 260,262 | 13,456 | 5.5% | $86.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,733.57万 | 3.75% | 39,707 | 3,698 | 10.3% | $161.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,844.68万 | 3.99% | 28,627 | 13,708 | 91.9% | $883.32万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,244.19万 | 4.85% | 448,927 | 26,027 | 6.2% | $130.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,983.00万 | 6.45% | 152,034 | 9,186 | 6.4% | $180.23万 | 加仓 |