Smith Partners Wealth Management, LLC
GREENSBORO NC · SEC CIK 0002111036
$1.12亿2026Q1 申报市值
76持仓数
54.7%前十大占比 · 第一大 9.3%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MUNI 加仓+$206.42万
VOO 加仓+$153.63万
SPYV 加仓+$115.48万
IEFA 加仓+$108.29万
FLTR 加仓+$74.49万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$82.42万
SCHP 减仓-$68.30万
BIV 减仓-$41.82万
VWO 减仓-$40.29万
VIGI 减仓-$38.91万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1,038.31万 | 9.30% | 23,771 | 1,083 | 4.8% | $47.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $848.89万 | 7.60% | 14,206 | 2,571 | 22.1% | $153.63万 | 加仓 |
| IEFA | ISHARES TR | $846.33万 | 7.58% | 93,486 | 11,962 | 14.7% | $108.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $759.67万 | 6.80% | 26,453 | -42 | -0.2% | -$1.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $530.27万 | 4.75% | 20,245 | -1,274 | -5.9% | -$33.37万 | 减仓 |
| SGOV | ISHARES TR | $519.82万 | 4.66% | 51,641 | -8,188 | -13.7% | -$82.42万 | 减仓 |
| MUNI | PIMCO ETF TR | $425.32万 | 3.81% | 81,495 | 39,551 | 94.3% | $206.42万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $416.92万 | 3.73% | 19,386 | -1,745 | -8.3% | -$37.53万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $382.39万 | 3.43% | 43,228 | -4,399 | -9.2% | -$38.91万 | 减仓 |
| AAPL | APPLE INC | $334.75万 | 3.00% | 13,190 | -244 | -1.8% | -$6.19万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $320.82万 | 2.87% | 56,702 | 20,411 | 56.2% | $115.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $309.55万 | 2.77% | 15,777 | -1,093 | -6.5% | -$21.45万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $306.70万 | 2.75% | 56,745 | -7,454 | -11.6% | -$40.29万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $224.64万 | 2.01% | 29,107 | -5,419 | -15.7% | -$41.82万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $210.79万 | 1.89% | 68,707 | -11,775 | -14.6% | -$36.13万 | 减仓 |
| EFA | ISHARES TR | $209.73万 | 1.88% | 21,593 | -2,312 | -9.7% | -$22.46万 | 减仓 |
| FLTR | VANECK ETF TRUST | $203.87万 | 1.83% | 80,013 | 29,234 | 57.6% | $74.49万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $175.24万 | 1.57% | 65,854 | -25,666 | -28.0% | -$68.30万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $165.63万 | 1.48% | 22,055 | -723 | -3.2% | -$5.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $141.26万 | 1.27% | 3,816 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $139.60万 | 1.25% | 16,870 | 6,958 | 70.2% | $57.58万 | 加仓 |
| PMBS | PIMCO ETF TR | $135.61万 | 1.21% | 27,340 | 10,417 | 61.6% | $51.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $124.93万 | 1.12% | 17,564 | 4,861 | 38.3% | $34.58万 | 加仓 |
| IJH | ISHARES TR | $117.16万 | 1.05% | 17,349 | 984 | 6.0% | $6.64万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $115.66万 | 1.04% | 24,744 | -6,299 | -20.3% | -$29.44万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $105.80万 | 0.95% | 32,108 | 15,321 | 91.3% | $50.48万 | 加仓 |
| SMMU | PIMCO ETF TR | $104.81万 | 0.94% | 20,775 | 11,686 | 128.6% | $58.96万 | 加仓 |
| L | LOEWS CORP | $80.06万 | 0.72% | 7,500 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $76.46万 | 0.68% | 12,790 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $74.51万 | 0.67% | 9,502 | -623 | -6.2% | -$4.88万 | 减仓 |
| LOW | LOWES COS INC | $71.66万 | 0.64% | 3,033 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $70.62万 | 0.63% | 7,962 | -2,381 | -23.0% | -$21.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.87万 | 0.63% | 1,458 | -100 | -6.4% | -$4.79万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $69.44万 | 0.62% | 4,200 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $64.77万 | 0.58% | 6,262 | 262 | 4.4% | $2.71万 | 加仓 |
| PHYL | PGIM ETF TR | $64.44万 | 0.58% | 18,608 | 8,173 | 78.3% | $28.30万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $59.08万 | 0.53% | 11,842 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $58.96万 | 0.53% | 11,803 | -1,998 | -14.5% | -$9.98万 | 减仓 |
| CVX | CHEVRON CORPORATION | $58.04万 | 0.52% | 2,805 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $51.90万 | 0.46% | 12,644 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $51.60万 | 0.46% | 790 | 420 | 113.5% | $27.43万 | 加仓 |
| GOOG | ALPHABET INC | $50.49万 | 0.45% | 1,760 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $49.55万 | 0.44% | 5,343 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $46.87万 | 0.42% | 2,430 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $45.26万 | 0.41% | 6,581 | -1,903 | -22.4% | -$13.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.37万 | 0.34% | 590 | -6 | -1.0% | -$3,902 | 减仓 |
| IEO | ISHARES TR | $37.47万 | 0.34% | 3,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $37.46万 | 0.34% | 1,533 | -55 | -3.5% | -$1.34万 | 减仓 |
| EMXC | ISHARES INC | $36.71万 | 0.33% | 4,667 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $35.49万 | 0.32% | 1,632 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $35.25万 | 0.32% | 3,984 | -100 | -2.4% | -$8,849 | 减仓 |
| VTI | VANGUARD INDEX FDS | $35.03万 | 0.31% | 1,092 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $34.19万 | 0.31% | 6,730 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $32.02万 | 0.29% | 4,947 | 622 | 14.4% | $4.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.99万 | 0.27% | 4,802 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $27.23万 | 0.24% | 2,935 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.50万 | 0.24% | 266 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.13万 | 0.23% | 1,848 | 1,848 | — | $25.13万 | 新建仓 |
| DVY | ISHARES TR | $24.98万 | 0.22% | 1,650 | 0 | 0.0% | — | 不变 |
| STOT | SSGA ACTIVE TR | $24.94万 | 0.22% | 5,291 | -425 | -7.4% | -$2.00万 | 减仓 |
| GEV | GE VERNOVA INC | $23.92万 | 0.21% | 274 | 274 | — | $23.92万 | 新建仓 |
| MO | ALTRIA GROUP INC | $23.76万 | 0.21% | 3,600 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.67万 | 0.21% | 8,429 | -656 | -7.2% | -$1.84万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $23.57万 | 0.21% | 1,800 | -413 | -18.7% | -$5.41万 | 减仓 |
| DON | WISDOMTREE TR | $23.50万 | 0.21% | 4,473 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $23.23万 | 0.21% | 4,940 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $23.17万 | 0.21% | 1,600 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $23.01万 | 0.21% | 811 | 52 | 6.9% | $1.48万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $22.79万 | 0.20% | 854 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $22.75万 | 0.20% | 4,803 | -1,858 | -27.9% | -$8.80万 | 减仓 |
| WMT | WALMART INC | $21.81万 | 0.20% | 1,755 | 1,755 | — | $21.81万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $20.74万 | 0.19% | 694 | -571 | -45.1% | -$17.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $20.59万 | 0.18% | 700 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $20.59万 | 0.18% | 2,151 | -327 | -13.2% | -$3.13万 | 减仓 |
| MCD | MCDONALDS CORP | $20.57万 | 0.18% | 662 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MUN CR OPPORTUNITIES | $17.67万 | 0.16% | 16,700 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,159 | -100.0% | -$22.36万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,757 | -100.0% | -$21.73万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,974 | -100.0% | -$21.39万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -14,729 | -100.0% | -$19.52万 | 清仓 |