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
ITOT ISHARES TR $169.56万0.06%10,398 00.0% — 不变
BBVA BANCO BILBAO VIZCAYA ARGENTA $169.12万0.05%68,442 00.0% — 不变
UVSP UNIVEST FINANCIAL CORPORATIO $167.92万0.05%38,000 00.0% — 不变
IWN ISHARES TR $167.43万0.05%7,566 00.0% — 不变
DFCF DIMENSIONAL ETF TRUST $167.02万0.05%39,401 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $166.37万0.05%24,654 00.0% — 不变
BA BOEING CO $165.89万0.05%7,726 00.0% — 不变
BSCW INVESCO EXCH TRD SLF IDX FD $164.02万0.05%79,758 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $163.78万0.05%16,773 00.0% — 不变
PYLD PIMCO ETF TR $163.21万0.05%61,382 00.0% — 不变
GM GENERAL MTRS CO $162.12万0.05%20,961 00.0% — 不变
SLB SLB LIMITED $161.66万0.05%34,855 00.0% — 不变
MCK MCKESSON CORP $161.62万0.05%2,161 00.0% — 不变
CL COLGATE PALMOLIVE CO $161.49万0.05%17,477 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $160.88万0.05%13,089 00.0% — 不变
BCS BARCLAYS PLC $160.13万0.05%59,618 00.0% — 不变
IAGG ISHARES TR $159.26万0.05%31,468 00.0% — 不变
DFNM DIMENSIONAL ETF TRUST $158.80万0.05%32,857 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $158.54万0.05%16,671 00.0% — 不变
AMP AMERIPRISE FINL INC $156.94万0.05%3,512 00.0% — 不变
VO VANGUARD INDEX FDS $155.85万0.05%19,368 -58,104-75.0% -$467.56万 减仓
NSC NORFOLK SOUTHN CORP $155.30万0.05%4,904 00.0% — 不变
VXUS VANGUARD STAR FDS $155.13万0.05%18,265 00.0% — 不变
CBRE CBRE GROUP INC $154.13万0.05%11,325 00.0% — 不变
HCA HCA HEALTHCARE INC $153.88万0.05%3,922 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $153.03万0.05%5,901 00.0% — 不变
CI THE CIGNA GROUP $152.86万0.05%5,483 00.0% — 不变
HEQT SIMPLIFY EXCHANGE TRADED FUN $152.47万0.05%45,690 00.0% — 不变
EQIX EQUINIX INC $152.38万0.05%1,404 00.0% — 不变
THRO BLACKROCK ETF TRUST $151.43万0.05%35,531 00.0% — 不变
IWM ISHARES TR $150.79万0.05%5,043 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $150.52万0.05%6,690 00.0% — 不变
IWO ISHARES TR $150.11万0.05%3,846 00.0% — 不变
AME AMETEK INC $149.65万0.05%6,295 00.0% — 不变
MCO MOODYS CORP $149.44万0.05%3,300 00.0% — 不变
FDX FEDEX CORP $148.12万0.05%4,551 00.0% — 不变
L LOEWS CORP $147.53万0.05%12,976 00.0% — 不变
IBTL ISHARES TR $146.17万0.05%72,236 00.0% — 不变
TFC TRUIST FINL CORP $145.18万0.05%28,703 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $144.06万0.05%8,641 00.0% — 不变
LMT LOCKHEED MARTIN CORP $143.20万0.05%2,852 00.0% — 不变
PSC PRINCIPAL EXCHANGE TRADED FD $143.15万0.05%20,632 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $142.27万0.05%15,201 00.0% — 不变
BHP BHP BILLITON LIMITED $139.35万0.05%17,047 00.0% — 不变
MET METLIFE INC $139.24万0.05%16,193 00.0% — 不变
GD GENERAL DYNAMICS CORP $139.04万0.05%3,994 00.0% — 不变
PFE PFIZER INC $138.27万0.04%56,738 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $137.14万0.04%2,628 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $136.24万0.04%58,649 00.0% — 不变
BWX SPDR SERIES TRUST $135.89万0.04%62,479 00.0% — 不变
CMF ISHARES TR $135.66万0.04%23,531 00.0% — 不变
SHW SHERWIN WILLIAMS CO $135.34万0.04%3,930 00.0% — 不变
DBND DOUBLELINE ETF TRUST $134.34万0.04%29,364 00.0% — 不变
IWV ISHARES TR $133.89万0.04%3,164 00.0% — 不变
PGR PROGRESSIVE CORP $133.78万0.04%6,084 00.0% — 不变
ING ING GROEP N.V. $133.73万0.04%42,888 00.0% — 不变
IYK ISHARES TR $133.57万0.04%18,168 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $133.26万0.04%139,392 00.0% — 不变
APP APPLOVIN CORP $132.97万0.04%2,666 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $132.75万0.04%3,992 00.0% — 不变
SAP SAP SE $132.49万0.04%8,553 00.0% — 不变
LDUR PIMCO ETF TR $131.99万0.04%13,800 00.0% — 不变
TER TERADYNE INC $131.13万0.04%2,831 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $130.06万0.04%9,258 00.0% — 不变
XTEN BONDBLOXX ETF TRUST $129.69万0.04%28,229 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $129.57万0.04%2,612 00.0% — 不变
DFSD DIMENSIONAL ETF TRUST $129.38万0.04%27,068 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $128.52万0.04%2,675 00.0% — 不变
URI UNITED RENTALS INC $125.65万0.04%1,119 00.0% — 不变
EMXC ISHARES INC $124.12万0.04%12,355 00.0% — 不变
CMCSA COMCAST CORP NEW $123.53万0.04%51,003 00.0% — 不变
BNY BANK OF NY MELLON CORP $123.27万0.04%8,572 00.0% — 不变
BKR BAKER HUGHES COMPANY $123.10万0.04%21,860 00.0% — 不变
GLD SPDR GOLD TR $121.23万0.04%3,289 00.0% — 不变
UL UNILEVER PLC $120.78万0.04%19,734 00.0% — 不变
GWW WW GRAINGER INC $118.87万0.04%878 00.0% — 不变
XLV SELECT SECTOR SPDR TR $118.87万0.04%7,395 00.0% — 不变
— NUVEEN AMT-FREE MUN VALUE FD $118.52万0.04%82,366 00.0% — 不变
AVSF AMERICAN CENTY ETF TR $118.46万0.04%25,405 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $118.34万0.04%8,577 00.0% — 不变
BTI BRITISH AMERN TOB PLC $117.67万0.04%18,754 00.0% — 不变
F FORD MTR CO $117.61万0.04%83,884 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $117.58万0.04%33,844 00.0% — 不变
BX BLACKSTONE INC $116.77万0.04%10,164 00.0% — 不变
TGT TARGET CORP $116.61万0.04%8,707 00.0% — 不变
IYW ISHARES TR $116.48万0.04%4,731 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $116.43万0.04%2,003 00.0% — 不变
INTU INTUIT $116.33万0.04%4,366 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $116.26万0.04%2,410 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $115.97万0.04%2,988 00.0% — 不变
DDOG DATADOG INC $115.10万0.04%4,630 00.0% — 不变
— DIMENSIONAL ETF TRUST $114.23万0.04%29,441 00.0% — 不变
XLI SELECT SECTOR SPDR TR $114.15万0.04%6,246 00.0% — 不变
MGC VANGUARD WORLD FD $114.08万0.04%4,208 00.0% — 不变
AMT AMERICAN TOWER CORP $113.58万0.04%6,733 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $113.20万0.04%4,974 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $112.32万0.04%12,457 00.0% — 不变
TM TOYOTA MOTOR CORP $111.64万0.04%6,515 00.0% — 不变
IAU ISHARES GOLD TR $110.48万0.04%14,627 00.0% — 不变
KRE SPDR SERIES TRUST $109.72万0.04%14,677 00.0% — 不变