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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $3.84万 | 0.02% | 426 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $3.76万 | 0.02% | 360 | 100 | 38.5% | $1.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3.70万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $3.64万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.62万 | 0.02% | 328 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $3.56万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $3.56万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.51万 | 0.02% | 106 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $3.45万 | 0.02% | 142 | -25 | -15.0% | -$6,077 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $3.44万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $3.44万 | 0.02% | 1,435 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $3.43万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.40万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.39万 | 0.02% | 576 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $3.38万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $3.36万 | 0.02% | 2,437 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.35万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $3.34万 | 0.02% | 465 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.28万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $3.26万 | 0.02% | 2,076 | 37 | 1.8% | $581 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $3.24万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $3.19万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $3.14万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.12万 | 0.02% | 578 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $3.06万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $3.04万 | 0.02% | 485 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.00万 | 0.02% | 109 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $2.97万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $2.93万 | 0.02% | 2,539 | -243 | -8.7% | -$2,805 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2.79万 | 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 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.78万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2.72万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $2.70万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $2.59万 | 0.01% | 519 | 519 | — | $2.59万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $2.56万 | 0.01% | 400 | -2 | -0.5% | -$128 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $2.54万 | 0.01% | 1,443 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2.51万 | 0.01% | 226 | 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 |
| VWOB | VANGUARD WHITEHALL FDS | $2.46万 | 0.01% | 374 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2.41万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2.41万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $2.41万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $2.38万 | 0.01% | 380 | 380 | — | $2.38万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.35万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.34万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.33万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $2.30万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.29万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $2.27万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.21万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $2.17万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES PREM MUNI I | $2.13万 | 0.01% | 1,947 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.10万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.08万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $2.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2.03万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $2.03万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $2.00万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.93万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.92万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $1.91万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $1.91万 | 0.01% | 362 | 362 | — | $1.91万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $1.87万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1.86万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $1.85万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $1.84万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $1.82万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.80万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.76万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.74万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $1.73万 | 0.01% | 802 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $1.73万 | 0.01% | 197 | 1 | 0.5% | $88 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.73万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $1.72万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.69万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.66万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.65万 | 0.01% | 853 | 10 | 1.2% | $193 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $1.62万 | 0.01% | 1,095 | -461 | -29.6% | -$6,836 | 减仓 |
| D | DOMINION ENERGY INC | $1.59万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $1.53万 | 0.01% | 123 | 123 | — | $1.53万 | 新建仓 |
| UL | UNILEVER PLC | $1.52万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1.49万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $1.48万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1.47万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $1.46万 | 0.01% | 499 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $1.46万 | 0.01% | 824 | 824 | — | $1.46万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.44万 | 0.01% | 904 | 4 | 0.4% | $64 | 加仓 |
| EMR | EMERSON ELEC CO | $1.42万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $1.40万 | 0.01% | 1,609 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.40万 | 0.01% | 74 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1.40万 | 0.01% | 71 | 71 | — | $1.40万 | 新建仓 |
| ALAB | ASTERA LABS INC | $1.37万 | 0.01% | 125 | 125 | — | $1.37万 | 新建仓 |
| 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 |
| XLE | SELECT SECTOR SPDR TR | $1.36万 | 0.01% | 222 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $1.35万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.34万 | 0.01% | 334 | 0 | 0.0% | — | 不变 |