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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $7,161 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7,231 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $7,314 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $7,435 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $7,527 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $7,615 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $7,695 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $7,890 | 0.00% | 84 | -1 | -1.2% | -$94 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $8,004 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $8,233 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $8,242 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $8,489 | 0.00% | 280 | 216 | 337.5% | $6,549 | 加仓 |
| JNK | SPDR SERIES TRUST | $8,558 | 0.00% | 89 | 1 | 1.1% | $96 | 加仓 |
| ANET | ARISTA NETWORKS INC | $8,594 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $8,798 | 0.00% | 79 | 67 | 558.3% | $7,462 | 重新持有 |
| EFV | ISHARES TR | $9,070 | 0.00% | 122 | 101 | 481.0% | $7,509 | 重新持有 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $9,305 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $9,355 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $9,399 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $9,561 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $9,627 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $9,882 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1.08万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1.09万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $1.10万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $1.11万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| GXC | SPDR INDEX SHS FDS | $1.12万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $1.12万 | 0.01% | 451 | 451 | — | $1.12万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $1.14万 | 0.01% | 299 | 299 | — | $1.14万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $1.14万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1.15万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.16万 | 0.01% | 227 | 227 | — | $1.16万 | 新建仓 |
| BCE | BCE INC | $1.19万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.20万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.21万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1.21万 | 0.01% | 328 | 328 | — | $1.21万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $1.23万 | 0.01% | 3,110 | 3,110 | — | $1.23万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.25万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $1.25万 | 0.01% | 2,324 | 41 | 1.8% | $220 | 加仓 |
| BIIB | BIOGEN INC | $1.28万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.30万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $1.30万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.31万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $1.32万 | 0.01% | 2,844 | 58 | 2.1% | $269 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.33万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.33万 | 0.01% | 180 | 2 | 1.1% | $148 | 加仓 |
| CI | THE CIGNA GROUP | $1.34万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.34万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $1.35万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.36万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.36万 | 0.01% | 195 | -838 | -81.1% | -$5.84万 | 减仓 |
| DINO | HF SINCLAIR CORP | $1.36万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $1.37万 | 0.01% | 125 | 125 | — | $1.37万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1.40万 | 0.01% | 71 | 71 | — | $1.40万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1.40万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $1.40万 | 0.01% | 1,609 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.42万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.44万 | 0.01% | 904 | 4 | 0.4% | $64 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1.46万 | 0.01% | 824 | 824 | — | $1.46万 | 新建仓 |
| ARKX | ARK ETF TR | $1.46万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1.47万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $1.48万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1.49万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.52万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $1.53万 | 0.01% | 123 | 123 | — | $1.53万 | 新建仓 |
| D | DOMINION ENERGY INC | $1.59万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC | $1.62万 | 0.01% | 1,095 | -461 | -29.6% | -$6,836 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.65万 | 0.01% | 853 | 10 | 1.2% | $193 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.66万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.69万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $1.72万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.73万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $1.73万 | 0.01% | 197 | 1 | 0.5% | $88 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $1.73万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.74万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.76万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.80万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.82万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $1.84万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $1.85万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.86万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $1.87万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $1.91万 | 0.01% | 362 | 362 | — | $1.91万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $1.91万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.92万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.93万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $2.00万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $2.03万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2.03万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $2.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.08万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.10万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES PREM MUNI I | $2.13万 | 0.01% | 1,947 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $2.17万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.21万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $2.27万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.29万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $2.30万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.33万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |