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 |
|---|---|---|---|---|---|---|---|---|
| GM | GENERAL MTRS CO | $39 | 0.00% | 0 | 0 | — | -$42 | 清仓 |
| SPYM | SPDR SERIES TRUST | $39 | 0.00% | 0 | — | — | — | 申报中断 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $36 | 0.00% | 0 | 0 | — | -$35 | 清仓 |
| — | BLINK CHARGING CO | $36 | 0.00% | 65 | 20 | 44.4% | $11 | 加仓 |
| BWA | BORGWARNER INC | $36 | 0.00% | 0 | 0 | — | -$29 | 清仓 |
| BB | BLACKBERRY LTD | $35 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $34 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $31 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $28 | 0.00% | 0 | 0 | — | -$30 | 清仓 |
| — | WISDOMTREE TR | $26 | 0.00% | 0 | 0 | — | -$26 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $21 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SITC | SITE CTRS CORP | $21 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $20 | 0.00% | 0 | 0 | — | -$28 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $20 | 0.00% | 0 | 0 | — | -$19 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $17 | 0.00% | 1 | -4 | -80.0% | -$68 | 减仓 |
| — | STEM INC | $17 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PAGAYA TECHNOLOGIES LTD | $16 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $16 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $16 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $13 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GREENLANE HLDGS INC | $12 | 0.00% | 33 | 25 | 312.5% | $9 | 加仓 |
| — | ARCOSA INC | $12 | 0.00% | 0 | 0 | — | -$12 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $7 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | PLAYBOY INC | $6 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | THERAPEUTICSMD INC | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | AVALON GLOBOCARE CORP | $2 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$6.03万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -120 | -100.0% | -$2.33万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -72 | -100.0% | -$1.31万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -693 | -100.0% | -$1.06万 | 清仓 |
| — | BCB BANCORP INC | $0 | 0.00% | 0 | -1,114 | -100.0% | -$8,993 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | -107 | -100.0% | -$5,154 | 清仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,060 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,725 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -29 | -100.0% | -$562 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -7 | -100.0% | -$158 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1 | -100.0% | -$132 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -1 | -100.0% | -$125 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -2 | -100.0% | -$93 | 清仓 |
| GSIE | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -2 | -100.0% | -$85 | 清仓 |
| GEM | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -2 | -100.0% | -$83 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -2 | -100.0% | -$74 | 清仓 |
| LRGF | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$69 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| TRN | TRINITY INDS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |