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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $2,351 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $2,331 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2,314 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $2,269 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $2,227 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $2,180 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,135 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2,082 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2,058 | 0.00% | 10 | -1 | -9.1% | -$206 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,056 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $2,034 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $2,030 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1,932 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $1,877 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,848 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1,826 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $1,688 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $1,668 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $1,641 | 0.00% | 73 | -156 | -68.1% | -$3,507 | 减仓 |
| DAL | DELTA AIR LINES INC | $1,631 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $1,537 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1,488 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VXX | BARCLAYS BANK PLC | $1,463 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,259 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $1,189 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1,176 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1,131 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $1,117 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1,056 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1,040 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1,028 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1,023 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $1,006 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $964 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK HEALTH SCIENCES TR | $962 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $960 | 0.00% | 103 | 102 | 10,200.0% | $951 | 加仓 |
| IREN | IREN LIMITED | $959 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $921 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $917 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $904 | 0.00% | 4 | -105 | -96.3% | -$2.37万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $897 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $861 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $838 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $826 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $799 | 0.00% | 16 | 6 | 60.0% | $300 | 加仓 |
| BGS | B & G FOODS INC | $771 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $754 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $721 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $712 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $698 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $678 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $667 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $646 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $598 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $592 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $592 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $545 | 0.00% | 29 | 29 | — | $545 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $497 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $488 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $481 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $475 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $472 | 0.00% | 5 | 1 | 25.0% | $94 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $469 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $452 | 0.00% | 10 | -30 | -75.0% | -$1,356 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $440 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $432 | 0.00% | 33 | -15 | -31.2% | -$196 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $407 | 0.00% | 2 | 2 | — | $407 | 新建仓 |
| — | AMPLIFY ETF TR | $391 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AIPO | TIDAL TRUST II | $374 | 0.00% | 15 | 15 | — | $374 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $373 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CIGI | COLLIERS INTL GROUP INC | $320 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $301 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $299 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $257 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $254 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $234 | 0.00% | 50 | -25 | -33.3% | -$117 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $217 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $207 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CURB | CURBLINE PPTYS CORP | $206 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $200 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $192 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $163 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $130 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $130 | 0.00% | 12 | -588 | -98.0% | -$6,370 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $125 | 0.00% | 5 | 5 | — | $125 | 新建仓 |
| — | RENT THE RUNWAY INC | $109 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | CITIUS PHARMACEUTICALS INC | $108 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $107 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $103 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $98 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CRSR | CORSAIR GAMING INC | $94 | 0.00% | 17 | 2 | 13.3% | $11 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $69 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $69 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $69 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SNDL INC | $66 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $59 | 0.00% | 0 | 0 | — | -$54 | 清仓 |
| TDOC | TELADOC HEALTH INC | $54 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $49 | 0.00% | 1 | -24 | -96.0% | -$1,176 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $47 | 0.00% | 1 | 1 | — | $47 | 新建仓 |