13F 机构持仓

Smartleaf Asset Management LLC

BOSTON MA · SEC CIK 0002010393

2026Q22026Q1 更早 9 个季度 🔒
$30.76亿2026Q2 申报市值
3,456持仓数
26.7%前十大占比 · 第一大 4.9%
0 / 54新建仓 / 清仓
申报市值走势$30.76亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 4.9%
IVV 3.4%
DIMENSIONAL ET 3.4%
AAPL 2.9%
NVDA 2.3%
DIMENSIONAL ET 2.3%
VWO 2.1%
DFIV 1.9%
AGG 1.8%
IEFA 1.7%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$2,289.12万
HDV 减仓-$1,121.63万
KLAC 减仓-$591.82万
IWF 减仓-$566.20万
VO 减仓-$467.56万

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
BKNG BOOKING HOLDINGS INC $11.32万0.00%620 -14,880-96.0% -$271.57万 减仓
MLAB MESA LABS INC $11.38万0.00%1,143 00.0% — 不变
IWR ISHARES TR $11.40万0.00%1,035 00.0% — 不变
IONS IONIS PHARMACEUTICALS INC $11.43万0.00%1,416 00.0% — 不变
VPU VANGUARD WORLD FD $11.45万0.00%576 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO $11.47万0.00%2,867 00.0% — 不变
SNX TD SYNNEX CORPORATION $11.52万0.00%426 00.0% — 不变
TEX TEREX CORP NEW $11.53万0.00%1,567 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $11.54万0.00%632 00.0% — 不变
PFF ISHARES TR $11.56万0.00%3,777 00.0% — 不变
TRNO TERRENO RLTY CORP $11.57万0.00%1,760 00.0% — 不变
ECHO ECHOSTAR CORP $11.59万0.00%1,149 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD $11.60万0.00%359 00.0% — 不变
LEA LEAR CORP $11.60万0.00%867 00.0% — 不变
BRX BRIXMOR PPTY GROUP INC $11.63万0.00%3,611 00.0% — 不变
TXT TEXTRON INC $11.64万0.00%1,291 00.0% — 不变
KRYS KRYSTAL BIOTECH INC $11.65万0.00%308 00.0% — 不变
PSO PEARSON PLC $11.70万0.00%7,502 00.0% — 不变
CII BLACKROCK ENHANCED LARGE CAP $11.70万0.00%4,594 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $11.73万0.00%1,353 00.0% — 不变
TCOM TRIP COM GROUP LTD $11.75万0.00%2,941 00.0% — 不变
ITT ITT INC $11.77万0.00%618 00.0% — 不变
FN FABRINET $11.78万0.00%223 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $11.78万0.00%870 00.0% — 不变
ACWV ISHARES INC $11.81万0.00%980 00.0% — 不变
KMX CARMAX INC $11.83万0.00%2,226 00.0% — 不变
MANH MANHATTAN ASSOCIATES INC $11.85万0.00%858 00.0% — 不变
HOMB HOME BANCSHARES INC $11.85万0.00%4,118 00.0% — 不变
CFR CULLEN FROST BANKERS INC $11.86万0.00%766 00.0% — 不变
GFI GOLD FIELDS LTD $11.87万0.00%3,561 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $11.89万0.00%347 00.0% — 不变
USHY ISHARES TR $11.91万0.00%3,216 00.0% — 不变
VCEL VERICEL CORP $11.92万0.00%2,644 00.0% — 不变
PHYS SPROTT ASSET MANAGEMENT LP $11.92万0.00%3,937 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $11.96万0.00%1,486 00.0% — 不变
HL HECLA MINING COMPANY $12.04万0.00%7,821 00.0% — 不变
THFF FIRST FINANCIAL CORPORATION $12.05万0.00%1,553 00.0% — 不变
PML PIMCO MUN INCOME FD II $12.09万0.00%15,831 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO L $12.10万0.00%1,925 00.0% — 不变
ARKF ARK ETF TR $12.11万0.00%3,032 00.0% — 不变
FIVE FIVE BELOW INC $12.12万0.00%680 00.0% — 不变
PLXS PLEXUS CORP $12.15万0.00%422 00.0% — 不变
IJS ISHARES TR $12.18万0.00%893 00.0% — 不变
AWR AMER STATES WTR CO $12.18万0.00%1,471 00.0% — 不变
XYLD GLOBAL X FDS $12.18万0.00%3,000 00.0% — 不变
CSW CSW INDUSTRIALS INC $12.19万0.00%451 00.0% — 不变
PLUG PLUG PWR INC $12.20万0.00%47,090 00.0% — 不变
PRMB PRIMO BRANDS CORPORATION $12.20万0.00%4,926 00.0% — 不变
CNO CNO FINL GROUP INC $12.22万0.00%2,343 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $12.25万0.00%871 00.0% — 不变
ACI ALBERTSONS COMPANIES INC $12.28万0.00%9,118 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $12.30万0.00%1,395 00.0% — 不变
SSNC SS&C TECH HLDGS $12.33万0.00%1,959 00.0% — 不变
UCB UNITED CMNTY BKS BLAIRSVLE G $12.34万0.00%3,491 00.0% — 不变
BXP BXP INC $12.35万0.00%1,841 00.0% — 不变
VGT VANGUARD WORLD FD $12.37万0.00%1,062 -7,434-87.5% -$86.61万 减仓
ATI ATI INC $12.38万0.00%626 00.0% — 不变
IPAR INTERPARFUMS INC $12.40万0.00%1,128 00.0% — 不变
SGOV ISHARES TR $12.42万0.00%1,234 00.0% — 不变
HSY HERSHEY CO $12.43万0.00%684 00.0% — 不变
UMBF UMB FINL CORP $12.48万0.00%879 00.0% — 不变
CR CRANE COMPANY $12.51万0.00%568 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $12.53万0.00%11,238 00.0% — 不变
HEDJ WISDOMTREE TR $12.54万0.00%2,214 00.0% — 不变
EFX EQUIFAX INC $12.54万0.00%790 00.0% — 不变
PJT PJT PARTNERS INC $12.56万0.00%866 00.0% — 不变
GHC GRAHAM HLDGS CO $12.58万0.00%109 00.0% — 不变
BAP CREDICORP LTD $12.58万0.00%327 00.0% — 不变
MELI MERCADOLIBRE INC $12.62万0.00%75 00.0% — 不变
ITM VANECK ETF TRUST $12.63万0.00%2,686 00.0% — 不变
KIM KIMCO REALTY CORP $12.66万0.00%4,902 00.0% — 不变
JBLU JETBLUE AIRWAYS CORP $12.70万0.00%22,564 00.0% — 不变
ENSG ENSIGN GROUP INC $12.72万0.00%804 00.0% — 不变
EQH EQUITABLE HLDGS INC $12.74万0.00%2,885 00.0% — 不变
BOXX EA SERIES TRUST $12.77万0.00%1,090 00.0% — 不变
CASY CASEYS GEN STORES INC $12.80万0.00%164 00.0% — 不变
ADC AGREE RLTY CORP $12.87万0.00%1,672 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $12.88万0.00%3,534 00.0% — 不变
PSMT PRICESMART INC $12.90万0.00%659 00.0% — 不变
APPS DIGITAL TURBINE INC $12.91万0.00%10,002 00.0% — 不变
KHC KRAFT HEINZ CO $12.93万0.00%5,347 00.0% — 不变
HUBS HUBSPOT INC $13.01万0.00%705 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC $13.03万0.00%1,293 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $13.08万0.00%351 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $13.09万0.00%1,371 00.0% — 不变
CGSD CAPITAL GRP FIXED INCM ETF T $13.11万0.00%5,089 00.0% — 不变
SITM SITIME CORP $13.14万0.00%185 00.0% — 不变
HEI/A HEICO CORP NEW $13.16万0.00%517 00.0% — 不变
GVA GRANITE CONSTR INC $13.16万0.00%828 00.0% — 不变
BDVL BLACKROCK ETF TRUST $13.19万0.00%5,101 00.0% — 不变
HURN HURON CONSULTING GROUP INC $13.24万0.00%1,386 00.0% — 不变
FND FLOOR & DECOR HLDGS INC $13.26万0.00%2,265 00.0% — 不变
KFY KORN FERRY $13.26万0.00%1,880 00.0% — 不变
IBP INSTALLED BLDG PRODS INC $13.32万0.00%586 00.0% — 不变
NBTB NBT BANCORP INC $13.38万0.00%2,722 00.0% — 不变
MTZ MASTEC INC $13.39万0.00%312 00.0% — 不变
AVIV AMERICAN CENTY ETF TR $13.53万0.00%1,750 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $13.55万0.00%2,001 00.0% — 不变
NOBL PROSHARES TR $13.57万0.00%2,408 -2,408-50.0% -$13.57万 减仓
— ISHARES TR $13.62万0.00%3,889 00.0% — 不变