Smallwood Wealth Investment Management, LLC
RED BANK NJ · SEC CIK 0001921304
$2.29亿2026Q2 申报市值
521持仓数
59.4%前十大占比 · 第一大 25.0%
29 / 34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
DBEF 新建仓+$1,106.27万
PULS 加仓+$143.98万
HELO 加仓+$118.97万
KLAC 新建仓+$90.51万
ITOT 加仓+$84.39万
2026Q2 卖出最多 按季末市值估算
NUVEEN NEW JERSE 清仓-$18.89万
PGNY 减仓-$13.77万
AAPL 减仓-$13.11万
ADP 清仓-$12.80万
VLO 清仓-$12.35万
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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC | $6,651 | 0.00% | 24 | -10 | -29.4% | -$2,771 | 减仓 |
| TPR | TAPESTRY INC | $7,172 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CRF | CORNERSTONE TOTAL RETURN FD | $7,180 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7,217 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7,426 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $7,466 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $7,550 | 0.00% | 50 | 50 | — | $7,550 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $7,584 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $7,828 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $7,869 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $7,897 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $8,100 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $8,121 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $8,385 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $8,526 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $8,672 | 0.00% | 1,600 | -1,000 | -38.5% | -$5,420 | 减仓 |
| JNK | SPDR SERIES TRUST | $8,758 | 0.00% | 90 | 1 | 1.1% | $97 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $8,866 | 0.00% | 26 | -22 | -45.8% | -$7,502 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $8,948 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $9,338 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $1.01万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1.02万 | 0.00% | 60 | -10 | -14.3% | -$1,699 | 减仓 |
| DTM | DT MIDSTREAM INC | $1.04万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| GXC | SPDR INDEX SHS FDS | $1.05万 | 0.00% | 120 | 1 | 0.8% | $87 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.08万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1.08万 | 0.00% | 301 | -27 | -8.2% | -$972 | 减仓 |
| ITB | ISHARES TR | $1.11万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.13万 | 0.00% | 158 | 57 | 56.4% | $4,061 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.14万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $1.15万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $1.15万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1.15万 | 0.01% | 18 | -37 | -67.3% | -$2.36万 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $1.15万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1.16万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.16万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.17万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.18万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.20万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $1.21万 | 0.01% | 2,586 | -258 | -9.1% | -$1,203 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $1.23万 | 0.01% | 178 | 3 | 1.7% | $207 | 加仓 |
| IWB | ISHARES TR | $1.26万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.28万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $1.29万 | 0.01% | 2,375 | 51 | 2.2% | $278 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.30万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1.32万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $1.32万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $1.33万 | 0.01% | 720 | -230 | -24.2% | -$4,234 | 减仓 |
| MLPX | GLOBAL X FDS | $1.34万 | 0.01% | 182 | 2 | 1.1% | $147 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.35万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1.39万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.41万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.43万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $1.44万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $1.47万 | 0.01% | 824 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.48万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $1.49万 | 0.01% | 139 | 100 | 256.4% | $1.07万 | 加仓 |
| BIIB | BIOGEN INC | $1.51万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1.52万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.55万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.56万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $1.57万 | 0.01% | 459 | -40 | -8.0% | -$1,365 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $1.59万 | 0.01% | 4,121 | 1,011 | 32.5% | $3,892 | 加仓 |
| UL | UNILEVER PLC | $1.60万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.61万 | 0.01% | 900 | -4 | -0.4% | -$72 | 减仓 |
| IEMG | ISHARES INC | $1.62万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.62万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.63万 | 0.01% | 41 | 1 | 2.5% | $398 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1.65万 | 0.01% | 150 | -200 | -57.1% | -$2.20万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.65万 | 0.01% | 863 | 10 | 1.2% | $191 | 加仓 |
| TJX | TJX COS INC NEW | $1.67万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.76万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $1.79万 | 0.01% | 198 | 1 | 0.5% | $90 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1.88万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.93万 | 0.01% | 622 | -23 | -3.6% | -$715 | 减仓 |
| UNP | UNION PAC CORP | $1.96万 | 0.01% | 72 | -7 | -8.9% | -$1,904 | 减仓 |
| IXC | ISHARES TR | $1.97万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.97万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $2.01万 | 0.01% | 774 | 570 | 279.4% | $1.48万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $2.03万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $2.04万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $2.09万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $2.10万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $2.12万 | 0.01% | 70 | 70 | — | $2.12万 | 新建仓 |
| MPC | MARATHON PETE CORP | $2.12万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $2.14万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.16万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.16万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.20万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC | $2.23万 | 0.01% | 1,095 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES PREM MUNI I | $2.24万 | 0.01% | 1,947 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $2.25万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.33万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $2.36万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.37万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.39万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2.41万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2.42万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.43万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |