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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $42.04万 | 0.22% | 1,695 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $44.17万 | 0.23% | 5,456 | -70 | -1.3% | -$5,667 | 减仓 |
| T | AT&T INC | $49.68万 | 0.26% | 17,138 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $51.42万 | 0.27% | 5,334 | -175 | -3.2% | -$1.69万 | 减仓 |
| ABBV | ABBVIE INC | $54.42万 | 0.29% | 2,502 | 40 | 1.6% | $8,700 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $54.66万 | 0.29% | 3,363 | -402 | -10.7% | -$6.53万 | 减仓 |
| HD | HOME DEPOT INC | $58.11万 | 0.31% | 1,767 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.17万 | 0.31% | 7,746 | -394 | -4.8% | -$2.96万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $58.39万 | 0.31% | 10,632 | 17 | 0.2% | $934 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $58.76万 | 0.31% | 2,403 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $60.08万 | 0.32% | 1,941 | 5 | 0.3% | $1,548 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $60.10万 | 0.32% | 2,043 | 35 | 1.7% | $1.03万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $61.34万 | 0.32% | 10,641 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $72.21万 | 0.38% | 7,510 | -100 | -1.3% | -$9,615 | 减仓 |
| CAT | CATERPILLAR INC | $72.86万 | 0.38% | 1,028 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $84.85万 | 0.45% | 4,074 | 25 | 0.6% | $5,207 | 加仓 |
| CVX | CHEVRON CORPORATION | $88.09万 | 0.46% | 4,257 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $99.62万 | 0.53% | 1,667 | 18 | 1.1% | $1.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $121.93万 | 0.64% | 8,441 | -105 | -1.2% | -$1.52万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $127.52万 | 0.67% | 22,498 | 196 | 0.9% | $1.11万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $136.32万 | 0.72% | 55,078 | -160 | -0.3% | -$3,960 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $141.34万 | 0.74% | 5,831 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $172.19万 | 0.91% | 17,053 | -1,160 | -6.4% | -$11.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $183.22万 | 0.97% | 4,949 | -89 | -1.8% | -$3.29万 | 减仓 |
| MUB | ISHARES TR | $188.95万 | 1.00% | 17,800 | -120 | -0.7% | -$1.27万 | 减仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $196.48万 | 1.04% | 15,794 | 355 | 2.3% | $4.42万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $198.52万 | 1.05% | 42,166 | 3,284 | 8.4% | $15.46万 | 加仓 |
| GOOG | ALPHABET INC | $207.05万 | 1.09% | 7,217 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $212.04万 | 1.12% | 12,498 | -59 | -0.5% | -$1.00万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $217.47万 | 1.15% | 39,170 | 3,932 | 11.2% | $21.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $236.51万 | 1.25% | 13,561 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $262.97万 | 1.39% | 15,904 | -2 | -0.0% | -$331 | 减仓 |
| GUNR | FLEXSHARES TR | $283.66万 | 1.49% | 51,424 | -2,908 | -5.4% | -$16.04万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $317.71万 | 1.67% | 91,902 | -178 | -0.2% | -$6,153 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $385.70万 | 2.03% | 115,583 | -338 | -0.3% | -$1.13万 | 减仓 |
| VDE | VANGUARD WORLD FD | $394.83万 | 2.08% | 22,817 | 55 | 0.2% | $9,517 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $397.27万 | 2.09% | 164,809 | 2,365 | 1.5% | $5.70万 | 加仓 |
| DWM | WISDOMTREE TR | $402.64万 | 2.12% | 57,609 | 226 | 0.4% | $1.58万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $536.21万 | 2.83% | 34,093 | -386 | -1.1% | -$6.07万 | 减仓 |
| PULS | PGIM ETF TR | $550.05万 | 2.90% | 111,122 | 17,768 | 19.0% | $87.95万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $553.00万 | 2.91% | 129,995 | 5,941 | 4.8% | $25.27万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $569.84万 | 3.00% | 89,163 | 6,379 | 7.7% | $40.77万 | 加仓 |
| FRDM | EA SERIES TRUST | $632.63万 | 3.33% | 115,760 | -785 | -0.7% | -$4.29万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $818.97万 | 4.32% | 44,441 | -159 | -0.4% | -$2.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $968.93万 | 5.11% | 30,202 | 102 | 0.3% | $3.27万 | 加仓 |
| AAPL | APPLE INC | $1,166.07万 | 6.15% | 45,946 | -459 | -1.0% | -$11.65万 | 减仓 |
| ITOT | ISHARES TR | $4,878.48万 | 25.71% | 342,517 | -3,237 | -0.9% | -$46.10万 | 减仓 |