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 |
|---|---|---|---|---|---|---|---|---|
| HACK | AMPLIFY ETF TR | $4.46万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $4.43万 | 0.02% | 195 | -12 | -5.8% | -$2,724 | 减仓 |
| EFA | ISHARES TR | $4.35万 | 0.02% | 419 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $4.29万 | 0.02% | 668 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $4.28万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4.23万 | 0.02% | 1,151 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $4.19万 | 0.02% | 248 | 2 | 0.8% | $338 | 加仓 |
| COP | CONOCOPHILLIPS | $4.05万 | 0.02% | 389 | -59 | -13.2% | -$6,142 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $3.97万 | 0.02% | 6,460 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $3.95万 | 0.02% | 430 | -4 | -0.9% | -$368 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3.75万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $3.74万 | 0.02% | 231 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $3.62万 | 0.02% | 576 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $3.62万 | 0.02% | 398 | -555 | -58.2% | -$5.05万 | 减仓 |
| IEI | ISHARES TR | $3.61万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $3.59万 | 0.02% | 328 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.58万 | 0.02% | 599 | 21 | 3.6% | $1,253 | 加仓 |
| NOW | SERVICENOW INC | $3.57万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $3.54万 | 0.02% | 2,437 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $3.54万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $3.49万 | 0.02% | 1,435 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SERIES TRUST | $3.47万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.46万 | 0.02% | 109 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $3.46万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $3.43万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $3.43万 | 0.01% | 2,113 | 37 | 1.8% | $600 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3.37万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.36万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $3.36万 | 0.01% | 100 | 100 | — | $3.36万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $3.36万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $3.30万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $3.28万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $3.27万 | 0.01% | 1,731 | 1,731 | — | $3.27万 | 新建仓 |
| TRP | TC ENERGY CORP | $3.22万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $3.13万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $3.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $3.05万 | 0.01% | 2,192 | -347 | -13.7% | -$4,823 | 减仓 |
| SNDK | SANDISK CORP | $2.96万 | 0.01% | 13 | 2 | 18.2% | $4,547 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $2.93万 | 0.01% | 1,443 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.91万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.89万 | 0.01% | 850 | -1,000 | -54.1% | -$3.40万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $2.89万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $2.84万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.84万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2.80万 | 0.01% | 140 | 1 | 0.7% | $200 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2.77万 | 0.01% | 316 | 25 | 8.6% | $2,194 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $2.65万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $2.63万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $2.63万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $2.61万 | 0.01% | 2,035 | 29 | 1.4% | $371 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $2.55万 | 0.01% | 379 | 5 | 1.3% | $336 | 加仓 |
| SBUX | STARBUCKS CORP | $2.52万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.48万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $2.46万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2.44万 | 0.01% | 60 | -4 | -6.2% | -$1,629 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $2.43万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2.42万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2.41万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.39万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.37万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $2.36万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.33万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $2.25万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES PREM MUNI I | $2.24万 | 0.01% | 1,947 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC | $2.23万 | 0.01% | 1,095 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.20万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.16万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.16万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $2.14万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2.12万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $2.12万 | 0.01% | 70 | 70 | — | $2.12万 | 新建仓 |
| IWR | ISHARES TR | $2.10万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $2.09万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $2.04万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $2.03万 | 0.01% | 802 | 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 |
| GIS | GENERAL MILLS INC | $1.97万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $1.97万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.96万 | 0.01% | 72 | -7 | -8.9% | -$1,904 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.93万 | 0.01% | 622 | -23 | -3.6% | -$715 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1.88万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $1.79万 | 0.01% | 198 | 1 | 0.5% | $90 | 加仓 |
| D | DOMINION ENERGY INC | $1.76万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.67万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.65万 | 0.01% | 863 | 10 | 1.2% | $191 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1.65万 | 0.01% | 150 | -200 | -57.1% | -$2.20万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1.63万 | 0.01% | 41 | 1 | 2.5% | $398 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.62万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.62万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $1.61万 | 0.01% | 900 | -4 | -0.4% | -$72 | 减仓 |
| UL | UNILEVER PLC | $1.60万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1.59万 | 0.01% | 4,121 | 1,011 | 32.5% | $3,892 | 加仓 |
| ARKX | ARK ETF TR | $1.57万 | 0.01% | 459 | -40 | -8.0% | -$1,365 | 减仓 |
| TTE | TOTALENERGIES SE | $1.56万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.55万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1.52万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $1.51万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.51万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $1.49万 | 0.01% | 139 | 100 | 256.4% | $1.07万 | 加仓 |