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 |
|---|---|---|---|---|---|---|---|---|
| — | WISDOMTREE TR | $69 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $69 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | SNDL INC | $67 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $60 | 0.00% | 0 | 0 | — | -$59 | 清仓 |
| OKLO | OKLO INC | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $51 | 0.00% | 0 | 0 | — | -$36 | 清仓 |
| USFR | WISDOMTREE TR | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING CO | $41 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $40 | 0.00% | 0 | 0 | — | -$39 | 清仓 |
| MAS | MASCO CORP | $39 | 0.00% | 0 | 0 | — | -$28 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $38 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $38 | 0.00% | 2 | 2 | — | $38 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $37 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $29 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $26 | 0.00% | 0 | 0 | — | -$26 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $24 | 0.00% | 0 | 0 | — | -$20 | 清仓 |
| HRB | BLOCK H & R INC | $24 | 0.00% | 0 | 0 | — | -$20 | 清仓 |
| — | PAGAYA TECHNOLOGIES LTD | $22 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| — | GREENLANE HLDGS INC | $19 | 0.00% | 8 | -25 | -75.8% | -$59 | 减仓 |
| SITC | SITE CTRS CORP | $15 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | STEM INC | $15 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $15 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $13 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $8 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $7 | 0.00% | 1 | -102 | -99.0% | -$714 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $7 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | PLAYBOY INC | $4 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | THERAPEUTICSMD INC | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | AVALON GLOBOCARE CORP | $1 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -15,357 | -100.0% | -$18.89万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -630 | -100.0% | -$12.80万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$12.35万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -875 | -100.0% | -$4.61万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -300 | -100.0% | -$4.06万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -250 | -100.0% | -$2.35万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -362 | -100.0% | -$1.91万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -206 | -100.0% | -$1.86万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -123 | -100.0% | -$1.53万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -545 | -100.0% | -$1.48万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -1,609 | -100.0% | -$1.40万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -244 | -100.0% | -$1.35万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -115 | -100.0% | -$1.08万 | 清仓 |
| SMDV | PROSHARES TR | $0 | 0.00% | 0 | -136 | -100.0% | -$9,355 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -122 | -100.0% | -$9,070 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -79 | -100.0% | -$8,798 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -73 | -100.0% | -$6,324 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$3,514 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -117 | -100.0% | -$3,027 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,269 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,189 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$234 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | 0 | — | -$36 | 清仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | -1 | -100.0% | -$16 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | 0 | — | -$12 | 清仓 |
| TRN | TRINITY INDS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |