Smallwood Wealth Investment Management, LLC
RED BANK NJ · SEC CIK 0001921304
$1.90亿2026Q1 申报市值
515持仓数
58.4%前十大占比 · 第一大 25.7%
23 / 31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
PULS 加仓+$87.95万
HELO 加仓+$40.77万
CGDV 加仓+$25.27万
JEPQ 加仓+$21.83万
JCPB 加仓+$15.46万
2026Q1 卖出最多 按季末市值估算
ITOT 减仓-$46.10万
GUNR 减仓-$16.04万
LQD 减仓-$14.14万
IEFA 减仓-$13.73万
RWR 减仓-$11.71万
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 |
|---|---|---|---|---|---|---|---|---|
| SNOW | SNOWFLAKE INC | $754 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $771 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $799 | 0.00% | 16 | 6 | 60.0% | $300 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $826 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $838 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $861 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $897 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $904 | 0.00% | 4 | -105 | -96.3% | -$2.37万 | 减仓 |
| PINS | PINTEREST INC | $917 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $921 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $959 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $960 | 0.00% | 103 | 102 | 10,200.0% | $951 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $962 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $964 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $1,006 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1,023 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1,028 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1,040 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1,056 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $1,117 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1,131 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1,176 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $1,189 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,259 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VXX | BARCLAYS BANK PLC | $1,463 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1,488 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $1,537 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1,631 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,641 | 0.00% | 73 | -156 | -68.1% | -$3,507 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $1,668 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1,688 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1,826 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,848 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $1,877 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1,932 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $2,030 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $2,034 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,056 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2,058 | 0.00% | 10 | -1 | -9.1% | -$206 | 减仓 |
| MRNA | MODERNA INC | $2,082 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,135 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2,180 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $2,227 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $2,269 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2,314 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $2,331 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $2,351 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,424 | 0.00% | 5 | -1 | -16.7% | -$485 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $2,667 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2,827 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $2,872 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $2,920 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2,943 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CHERRY HILL MTG INVT CORP | $3,000 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $3,027 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,040 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $3,073 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $3,232 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $3,305 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3,338 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $3,483 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $3,514 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $3,567 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $3,591 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3,639 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $3,751 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $3,757 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,797 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,809 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3,836 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $3,848 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $3,883 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $4,012 | 0.00% | 297 | -99 | -25.0% | -$1,337 | 减仓 |
| — | ELECTRONIC ARTS INC | $4,077 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $4,229 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $4,646 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $4,812 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $4,829 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $4,927 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $4,984 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,063 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $5,110 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $5,595 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $5,632 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5,744 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $5,762 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $5,828 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,050 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $6,091 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $6,117 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $6,126 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $6,202 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $6,300 | 0.00% | 1,125 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $6,324 | 0.00% | 73 | 73 | — | $6,324 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,472 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $6,520 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $6,914 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CRF | CORNERSTONE TOTAL RETURN FD | $6,950 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $6,988 | 0.00% | 11 | 11 | — | $6,988 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $7,148 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |