Smith Partners Wealth Management, LLC
GREENSBORO NC · SEC CIK 0002111036
$1.26亿2026Q2 申报市值
73持仓数
60.1%前十大占比 · 第一大 10.5%
7 / 11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
MUNI 加仓+$408.35万
VOO 加仓+$308.78万
IEFA 加仓+$246.36万
SPYV 加仓+$183.43万
VUG 加仓+$90.15万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$244.89万
VB 减仓-$131.71万
BIV 减仓-$89.16万
VTV 减仓-$82.55万
FTSM 清仓-$76.46万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -12,790 | -100.0% | -$76.46万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -11,842 | -100.0% | -$59.08万 | 清仓 |
| IEO | ISHARES TR | $0 | 0.00% | 0 | -3,000 | -100.0% | -$37.47万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,935 | -100.0% | -$27.23万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,650 | -100.0% | -$24.98万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,429 | -100.0% | -$23.67万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,940 | -100.0% | -$23.23万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,755 | -100.0% | -$21.81万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,151 | -100.0% | -$20.59万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -662 | -100.0% | -$20.57万 | 清仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $0 | 0.00% | 0 | -16,700 | -100.0% | -$17.67万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $20.04万 | 0.16% | 637 | 637 | — | $20.04万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.19万 | 0.16% | 287 | -80 | -21.8% | -$5.63万 | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.45万 | 0.16% | 2,870 | 2,870 | — | $20.45万 | 新建仓 |
| AMZN | AMAZON COM INC | $20.50万 | 0.16% | 860 | 860 | — | $20.50万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $21.06万 | 0.17% | 1,664 | -136 | -7.6% | -$1.72万 | 减仓 |
| INTC | INTEL CORP | $22.20万 | 0.18% | 1,590 | 1,590 | — | $22.20万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $22.68万 | 0.18% | 1,000 | 1,000 | — | $22.68万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $22.91万 | 0.18% | 700 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $23.65万 | 0.19% | 3,431 | -3,150 | -47.9% | -$21.71万 | 减仓 |
| VV | VANGUARD INDEX FDS | $23.87万 | 0.19% | 694 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $23.91万 | 0.19% | 854 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $24.32万 | 0.19% | 1,600 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $24.37万 | 0.19% | 337 | 337 | — | $24.37万 | 新建仓 |
| DON | WISDOMTREE TR | $24.83万 | 0.20% | 4,393 | -80 | -1.8% | -$4,522 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.88万 | 0.20% | 266 | 0 | 0.0% | — | 不变 |
| STOT | SSGA ACTIVE TR | $24.90万 | 0.20% | 5,291 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.90万 | 0.21% | 3,600 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $26.02万 | 0.21% | 5,215 | 412 | 8.6% | $2.06万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $27.20万 | 0.22% | 5,590 | -1,140 | -16.9% | -$5.55万 | 减仓 |
| CAT | CATERPILLAR INC | $27.47万 | 0.22% | 258 | 258 | — | $27.47万 | 新建仓 |
| GE | GE AEROSPACE | $30.31万 | 0.24% | 811 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $32.19万 | 0.26% | 274 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.57万 | 0.27% | 4,802 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.55万 | 0.28% | 476 | -114 | -19.3% | -$8.51万 | 减仓 |
| EEMV | ISHARES INC | $36.34万 | 0.29% | 4,827 | -120 | -2.4% | -$9,034 | 减仓 |
| VTI | VANGUARD INDEX FDS | $38.85万 | 0.31% | 1,050 | -42 | -3.8% | -$1.55万 | 减仓 |
| AOA | ISHARES TR | $38.88万 | 0.31% | 3,984 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.92万 | 0.31% | 1,533 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $41.00万 | 0.33% | 4,250 | -1,093 | -20.5% | -$10.54万 | 减仓 |
| ABBV | ABBVIE INC | $41.07万 | 0.33% | 1,632 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $46.10万 | 0.37% | 2,430 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $46.50万 | 0.37% | 2,805 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $47.20万 | 0.38% | 1,848 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $47.74万 | 0.38% | 4,667 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $50.52万 | 0.40% | 10,057 | -1,746 | -14.8% | -$8.77万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $51.68万 | 0.41% | 5,360 | -2,602 | -32.7% | -$25.09万 | 减仓 |
| IVV | ISHARES TR | $59.16万 | 0.47% | 790 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $60.10万 | 0.48% | 12,644 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $62.19万 | 0.49% | 1,760 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $63.97万 | 0.51% | 6,262 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $65.04万 | 0.52% | 2,950 | -83 | -2.7% | -$1.83万 | 减仓 |
| SCZ | ISHARES TR | $67.11万 | 0.53% | 8,157 | -1,345 | -14.2% | -$11.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.96万 | 0.58% | 1,458 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $75.98万 | 0.60% | 4,200 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $82.00万 | 0.65% | 17,040 | -7,704 | -31.1% | -$37.07万 | 减仓 |
| L | LOEWS CORP | $84.91万 | 0.68% | 7,500 | 0 | 0.0% | — | 不变 |
| PHYL | PGIM ETF TR | $103.11万 | 0.82% | 29,560 | 10,952 | 58.9% | $38.20万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $106.39万 | 0.85% | 40,148 | -25,706 | -39.0% | -$68.12万 | 减仓 |
| IJH | ISHARES TR | $131.70万 | 1.05% | 17,079 | -270 | -1.6% | -$2.08万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $134.08万 | 1.07% | 17,482 | -11,625 | -39.9% | -$89.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $142.34万 | 1.13% | 3,816 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $151.75万 | 1.21% | 47,856 | -20,851 | -30.3% | -$66.12万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $154.74万 | 1.23% | 18,477 | -3,578 | -16.2% | -$29.97万 | 减仓 |
| SMMU | PIMCO ETF TR | $165.20万 | 1.31% | 32,712 | 11,937 | 57.5% | $60.28万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $179.90万 | 1.43% | 49,613 | 17,505 | 54.5% | $63.47万 | 加仓 |
| EFA | ISHARES TR | $190.47万 | 1.51% | 18,336 | -3,257 | -15.1% | -$33.83万 | 减仓 |
| PMBS | PIMCO ETF TR | $209.51万 | 1.67% | 42,428 | 15,088 | 55.2% | $74.50万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $213.88万 | 1.70% | 25,877 | 9,007 | 53.4% | $74.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $233.14万 | 1.85% | 28,314 | 10,750 | 61.2% | $88.52万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $261.28万 | 2.08% | 11,989 | -3,788 | -24.0% | -$82.55万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $264.67万 | 2.10% | 44,341 | -12,404 | -21.9% | -$74.04万 | 减仓 |
| SGOV | ISHARES TR | $274.98万 | 2.19% | 27,315 | -24,326 | -47.1% | -$244.89万 | 减仓 |
| FLTR | VANECK ETF TRUST | $282.65万 | 2.25% | 110,369 | 30,356 | 37.9% | $77.74万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $356.81万 | 2.84% | 38,210 | -5,018 | -11.6% | -$46.86万 | 减仓 |
| AAPL | APPLE INC | $381.67万 | 3.03% | 13,190 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $399.30万 | 3.17% | 16,875 | -2,511 | -13.0% | -$59.42万 | 减仓 |
| VB | VANGUARD INDEX FDS | $481.97万 | 3.83% | 15,900 | -4,345 | -21.5% | -$131.71万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $528.12万 | 4.20% | 86,876 | 30,174 | 53.2% | $183.43万 | 加仓 |
| VO | VANGUARD INDEX FDS | $820.00万 | 6.52% | 101,775 | -4,037 | -3.8% | -$32.53万 | 减仓 |
| MUNI | PIMCO ETF TR | $837.01万 | 6.65% | 159,128 | 77,633 | 95.3% | $408.35万 | 加仓 |
| IEFA | ISHARES TR | $1,149.24万 | 9.14% | 118,994 | 25,508 | 27.3% | $246.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,284.44万 | 10.21% | 18,702 | 4,496 | 31.6% | $308.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,318.73万 | 10.48% | 153,091 | 10,465 | 7.3% | $90.15万 | 加仓 |