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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $2.34万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.35万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $2.38万 | 0.01% | 380 | 380 | — | $2.38万 | 新建仓 |
| NOBL | PROSHARES TR | $2.41万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2.41万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2.41万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $2.46万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $2.47万 | 0.01% | 2,006 | -389 | -16.2% | -$4,799 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $2.51万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $2.54万 | 0.01% | 1,443 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $2.56万 | 0.01% | 400 | -2 | -0.5% | -$128 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $2.59万 | 0.01% | 519 | 519 | — | $2.59万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $2.70万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2.72万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.78万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SERIES TRUST | $2.79万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.79万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.79万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2.93万 | 0.02% | 2,539 | -243 | -8.7% | -$2,805 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2.97万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.00万 | 0.02% | 109 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $3.04万 | 0.02% | 485 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $3.06万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.12万 | 0.02% | 578 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.14万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $3.19万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $3.24万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $3.26万 | 0.02% | 2,076 | 37 | 1.8% | $581 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.28万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.34万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.35万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $3.36万 | 0.02% | 2,437 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $3.38万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.39万 | 0.02% | 576 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.40万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $3.43万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $3.44万 | 0.02% | 1,435 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $3.44万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.45万 | 0.02% | 142 | -25 | -15.0% | -$6,077 | 减仓 |
| SYK | STRYKER CORPORATION | $3.51万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $3.56万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $3.56万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.62万 | 0.02% | 328 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $3.64万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $3.70万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3.76万 | 0.02% | 360 | 100 | 38.5% | $1.05万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $3.84万 | 0.02% | 426 | 0 | 0.0% | — | 不变 |
| DSM | BNY MELLON STRATEGIC MUN BD | $3.88万 | 0.02% | 6,460 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $4.00万 | 0.02% | 454 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $4.02万 | 0.02% | 434 | 1 | 0.2% | $93 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $4.02万 | 0.02% | 305 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $4.06万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $4.07万 | 0.02% | 419 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $4.09万 | 0.02% | 207 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $4.21万 | 0.02% | 952 | -3 | -0.3% | -$133 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $4.29万 | 0.02% | 1,748 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $4.32万 | 0.02% | 477 | -1,517 | -76.1% | -$13.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4.33万 | 0.02% | 213 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $4.36万 | 0.02% | 668 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4.36万 | 0.02% | 1,151 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $4.41万 | 0.02% | 209 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $4.49万 | 0.02% | 246 | 2 | 0.8% | $365 | 加仓 |
| IUSV | ISHARES TR | $4.55万 | 0.02% | 444 | 0 | 0.0% | — | 不变 |
| CLOI | VANECK ETF TRUST | $4.61万 | 0.02% | 875 | 875 | — | $4.61万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $4.89万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $5.09万 | 0.03% | 990 | -68 | -6.4% | -$3,495 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $5.11万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $5.15万 | 0.03% | 177 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $5.15万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $5.24万 | 0.03% | 3,135 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5.29万 | 0.03% | 1,002 | -300 | -23.0% | -$1.58万 | 减仓 |
| MDT | MEDTRONIC PLC | $5.29万 | 0.03% | 611 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $5.33万 | 0.03% | 938 | 106 | 12.7% | $6,020 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.40万 | 0.03% | 121 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5.42万 | 0.03% | 1,097 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5.42万 | 0.03% | 1,975 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $5.45万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $5.54万 | 0.03% | 9,000 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5.55万 | 0.03% | 90 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $5.57万 | 0.03% | 2,174 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $5.59万 | 0.03% | 630 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.63万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $5.71万 | 0.03% | 534 | 4 | 0.8% | $428 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5.87万 | 0.03% | 322 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5.92万 | 0.03% | 1,850 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $5.93万 | 0.03% | 448 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $5.94万 | 0.03% | 382 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.95万 | 0.03% | 890 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $6.02万 | 0.03% | 532 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $6.15万 | 0.03% | 329 | -9 | -2.7% | -$1,681 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $6.23万 | 0.03% | 2,032 | -21 | -1.0% | -$644 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $6.35万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $6.40万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.49万 | 0.03% | 132 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6.76万 | 0.04% | 596 | 245 | 69.8% | $2.78万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $6.80万 | 0.04% | 822 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $6.83万 | 0.04% | 416 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $6.87万 | 0.04% | 254 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $6.94万 | 0.04% | 203 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $6.95万 | 0.04% | 150 | 0 | 0.0% | — | 不变 |