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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $1.34万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $1.33万 | 0.01% | 180 | 2 | 1.1% | $148 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.33万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $1.32万 | 0.01% | 2,844 | 58 | 2.1% | $269 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.31万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $1.30万 | 0.01% | 1,055 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.30万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.28万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $1.25万 | 0.01% | 2,324 | 41 | 1.8% | $220 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.25万 | 0.01% | 26 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1.23万 | 0.01% | 3,110 | 3,110 | — | $1.23万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.21万 | 0.01% | 328 | 328 | — | $1.21万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.21万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $1.20万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $1.19万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1.16万 | 0.01% | 227 | 227 | — | $1.16万 | 新建仓 |
| QUAL | ISHARES TR | $1.15万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $1.14万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $1.14万 | 0.01% | 299 | 299 | — | $1.14万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $1.12万 | 0.01% | 451 | 451 | — | $1.12万 | 新建仓 |
| GXC | SPDR INDEX SHS FDS | $1.12万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $1.11万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $1.10万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1.09万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1.08万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $9,882 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $9,627 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $9,561 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $9,399 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $9,355 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $9,305 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $9,070 | 0.00% | 122 | 101 | 481.0% | $7,509 | 重新持有 |
| EFG | ISHARES TR | $8,798 | 0.00% | 79 | 67 | 558.3% | $7,462 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $8,594 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $8,558 | 0.00% | 89 | 1 | 1.1% | $96 | 加仓 |
| PFF | ISHARES TR | $8,489 | 0.00% | 280 | 216 | 337.5% | $6,549 | 加仓 |
| MLPA | GLOBAL X FDS | $8,242 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $8,233 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $8,004 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $7,890 | 0.00% | 84 | -1 | -1.2% | -$94 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7,695 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $7,615 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $7,527 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $7,435 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $7,314 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7,231 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $7,161 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $7,148 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $6,988 | 0.00% | 11 | 11 | — | $6,988 | 新建仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $6,950 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $6,914 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $6,520 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,472 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $6,324 | 0.00% | 73 | 73 | — | $6,324 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $6,300 | 0.00% | 1,125 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $6,202 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $6,126 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $6,117 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $6,091 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $6,050 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $5,828 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $5,762 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $5,744 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $5,632 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $5,595 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $5,110 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,063 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $4,984 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $4,927 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $4,829 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $4,812 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $4,646 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $4,229 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $4,077 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $4,012 | 0.00% | 297 | -99 | -25.0% | -$1,337 | 减仓 |
| CAVA | CAVA GROUP INC | $3,883 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $3,848 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $3,836 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,809 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,797 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $3,757 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP | $3,751 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3,639 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $3,591 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $3,567 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $3,514 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $3,483 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3,338 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $3,305 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $3,232 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $3,073 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3,040 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $3,027 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | CHERRY HILL MTG INVT CORP | $3,000 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $2,943 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $2,920 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $2,872 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2,827 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $2,667 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,424 | 0.00% | 5 | -1 | -16.7% | -$485 | 减仓 |