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
AFRM AFFIRM HLDGS INC $21.44万0.01%2,621 00.0% — 不变
WRB BERKLEY W R CORP $21.43万0.01%3,017 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $21.40万0.01%3,290 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $21.36万0.01%4,188 00.0% — 不变
DTM DT MIDSTREAM INC $21.25万0.01%1,437 00.0% — 不变
FR FIRST INDL RLTY TR INC $21.17万0.01%3,340 00.0% — 不变
DXCM DEXCOM INC $21.13万0.01%3,019 00.0% — 不变
BST BLACKROCK SCIENCE & TECHNOLO $20.75万0.01%4,230 00.0% — 不变
AGX ARGAN INC $20.74万0.01%262 00.0% — 不变
MOH MOLINA HEALTHCARE INC $20.73万0.01%903 00.0% — 不变
WDFC WD 40 CO $20.69万0.01%843 00.0% — 不变
LNC LINCOLN NATL CORP IND $20.64万0.01%5,642 00.0% — 不变
VOE VANGUARD INDEX FDS $20.61万0.01%1,037 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $20.56万0.01%832 00.0% — 不变
AXTA AXALTA COATING SYS LTD $20.47万0.01%6,019 00.0% — 不变
DOW DOW HLDGS INC $20.45万0.01%7,323 00.0% — 不变
MAGS LISTED FDS TR $20.33万0.01%3,200 00.0% — 不变
IESC IES HOLDINGS INC $20.24万0.01%280 00.0% — 不变
WWD WOODWARD INC $20.24万0.01%478 00.0% — 不变
RHP RYMAN HOSPITALITY PPTYS INC $20.23万0.01%1,534 00.0% — 不变
HPQ HP INC $20.17万0.01%8,910 00.0% — 不变
ES EVERSOURCE ENERGY $20.10万0.01%2,724 00.0% — 不变
LOPE GRAND CANYON ED INC $20.03万0.01%1,413 00.0% — 不变
— WISDOMTREE TR $20.02万0.01%6,956 00.0% — 不变
GSLC GOLDMAN SACHS ETF TR $19.91万0.01%1,413 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $19.86万0.01%4,289 00.0% — 不变
BLOK AMPLIFY ETF TR $19.84万0.01%3,148 00.0% — 不变
DHT DHT HOLDINGS INC $19.82万0.01%11,604 00.0% — 不变
CPAY CORPAY INC $19.75万0.01%589 00.0% — 不变
ROKU ROKU INC $19.66万0.01%1,440 00.0% — 不变
ESGE ISHARES INC $19.63万0.01%3,642 00.0% — 不变
YUMC YUM CHINA HLDGS INC $19.63万0.01%4,805 00.0% — 不变
PBH PRESTIGE CONSMR HEALTHCARE I $19.62万0.01%4,084 00.0% — 不变
FNB F N B CORP $19.53万0.01%10,189 00.0% — 不变
NDSN NORDSON CORP $19.49万0.01%645 00.0% — 不变
IMCV ISHARES TR $19.49万0.01%2,119 00.0% — 不变
IDEV ISHARES TR $19.42万0.01%2,188 00.0% — 不变
EME EMCOR GROUP INC $19.38万0.01%238 00.0% — 不变
OSW ONESPAWORLD HOLDINGS LIMITED $19.38万0.01%6,953 00.0% — 不变
TTC TORO CO $19.36万0.01%1,982 00.0% — 不变
HUBB HUBBELL INC $19.35万0.01%376 00.0% — 不变
FTV FORTIVE CORP $19.33万0.01%3,186 00.0% — 不变
GOLF ACUSHNET HLDGS CORP $19.33万0.01%1,647 00.0% — 不变
WDAY WORKDAY INC $19.19万0.01%1,553 00.0% — 不变
SANM SANMINA CORP $19.09万0.01%794 00.0% — 不变
CPRT COPART INC $19.05万0.01%6,779 00.0% — 不变
RKT ROCKET COS INC $18.97万0.01%12,237 00.0% — 不变
OSK OSHKOSH CORP $18.94万0.01%1,232 00.0% — 不变
CPT CAMDEN PPTY TR $18.83万0.01%1,612 00.0% — 不变
MDYG SPDR SERIES TRUST $18.82万0.01%1,701 00.0% — 不变
INGR INGREDION INC $18.81万0.01%1,972 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $18.75万0.01%645 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $18.75万0.01%2,271 00.0% — 不变
STE STERIS PLC $18.74万0.01%879 00.0% — 不变
ZS ZSCALER INC $18.68万0.01%1,357 00.0% — 不变
LOGI LOGITECH INTL S A $18.63万0.01%1,889 00.0% — 不变
MKL MARKEL GROUP INC $18.58万0.01%95 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP DEL $18.58万0.01%341 00.0% — 不变
ALLE ALLEGION PLC $18.48万0.01%1,323 00.0% — 不变
XVV ISHARES TR $18.46万0.01%3,266 00.0% — 不变
VRSN VERISIGN INC $18.41万0.01%729 00.0% — 不变
DCI DONALDSON INC $18.38万0.01%2,079 00.0% — 不变
— ARCOSA INC $18.32万0.01%1,267 00.0% — 不变
INSM INSMED INC $18.30万0.01%1,747 00.0% — 不变
CACI CACI INTL INC $18.28万0.01%400 00.0% — 不变
J JACOBS SOLUTIONS INC $18.28万0.01%1,476 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $18.26万0.01%1,840 00.0% — 不变
FROG JFROG LTD $18.23万0.01%2,023 00.0% — 不变
CNP CENTERPOINT ENERGY INC $18.22万0.01%4,068 00.0% — 不变
RHI ROBERT HALF INC. $18.21万0.01%5,625 00.0% — 不变
ESGD ISHARES TR $18.19万0.01%1,775 00.0% — 不变
GH GUARDANT HEALTH INC $18.19万0.01%1,183 00.0% — 不变
UMC UNITED MICROELECTRONICS CORP $18.16万0.01%6,766 00.0% — 不变
HEFA ISHARES TR $18.04万0.01%3,864 00.0% — 不变
NTRS NORTHERN TR CORP $17.98万0.01%1,028 00.0% — 不变
PNR PENTAIR PLC $17.98万0.01%2,355 00.0% — 不变
GBCI GLACIER BANCORP INC NEW $17.94万0.01%3,456 00.0% — 不变
ARM ARM HOLDINGS PLC $17.90万0.01%521 00.0% — 不变
SLYV SPDR SERIES TRUST $17.88万0.01%1,644 00.0% — 不变
SPTL SPDR SERIES TRUST $17.77万0.01%6,700 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD $17.74万0.01%9,295 00.0% — 不变
CGCV CAPITAL GROUP CONSERVATIVE E $17.68万0.01%5,372 00.0% — 不变
FICO FAIR ISAAC CORP $17.66万0.01%150 00.0% — 不变
GMED GLOBUS MED INC $17.63万0.01%2,100 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $17.62万0.01%591 00.0% — 不变
PIPR PIPER SANDLER COMPANIES $17.62万0.01%2,425 00.0% — 不变
CHT CHUNGHWA TELECOM CO LTD $17.59万0.01%3,954 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $17.56万0.01%2,039 00.0% — 不变
RARE ULTRAGENYX PHARMACEUTICAL IN $17.56万0.01%5,723 00.0% — 不变
MOG/A MOOG INC $17.55万0.01%412 00.0% — 不变
CLX CLOROX CO DEL $17.54万0.01%1,807 00.0% — 不变
CERY SPDR SERIES TRUST $17.48万0.01%5,268 00.0% — 不变
FER FERROVIAL NV $17.45万0.01%2,550 00.0% — 不变
CTRE CARETRUST REIT INC $17.26万0.01%4,266 00.0% — 不变
FHN FIRST HORIZON CORPORATION $17.24万0.01%6,740 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $17.21万0.01%1,119 00.0% — 不变
WCLD WISDOMTREE TR $17.17万0.01%5,442 00.0% — 不变
XLC SELECT SECTOR SPDR TR $17.13万0.01%1,588 00.0% — 不变
WCC WESCO INTL INC $17.11万0.01%498 00.0% — 不变
TSN TYSON FOODS INC $17.11万0.01%2,917 00.0% — 不变