SS

Sheets Smith Wealth Management

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$10.0亿

申报季度: 2026-06-30 · 持股只数: 408

SHEETS SMITH WEALTH MANAGEMENT在最新一期 13F 报告中披露了 408 项持股，申报期为 2026-06-30，总持股市值约为 US$10.0亿，季度换手率为 21.3%。

机构性格雪花图

集中度
4.86
持仓稳定性
21.3
动能／逆势
100
行业集中度
34.52
多样化
100
仓位均衡度
80.08

近期动向

  • 新建仓 AVTM

  • 加仓 PANW

    +44.3%　US$457.2万

  • 减仓 SUB

    -26.4%　-US$290.9万

  • 减仓 TSCO

    -2.2%　-US$290.4万

  • 减仓 XOM

    +0.1%　-US$233.9万

  • 减仓 HD

    -65.8%　-US$266.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长4.99%-0.01%-2.20%
2IVVIshares Core S&p 500 ETFETF-大型股与成长4.26%+0.10%+0.39%
3GOOGAlphabet Inc-cl C股票-通信服务3.33%+0.24%-1.48%
4AVTMAvantis Total Equity ETFETF-其他2.64%+2.64%NEW
5KOCoca-cola Co/the股票-非周期性消费2.58%—-3.96%
6SCHXSchwab US Large-cap ETFETF-其他2.13%+0.04%+0.01%
7QQQInvesco Qqq Trust Series 1ETF-科技型2.03%+0.23%-0.23%
8AMZNAmazon.com INC股票-周期性消费2.00%+0.03%+0.02%
9LLYEli Lilly & Co股票-医疗保健1.71%+0.22%-1.04%
10SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长1.60%+0.03%-0.37%
11VVisa Inc-class A Shares股票-金融1.59%+0.01%+0.00%
12AAPLApple INC股票-科技1.49%+0.01%-0.42%
13NVDANvidia CORP股票-科技1.38%+0.01%-1.31%
14TJXTjx Companies INC股票-周期性消费1.04%—+0.00%
15PULSPgim Ultra Short Bond ETFETF-其他1.00%—+3.50%
16ECLEcolab INC股票-原材料1.00%—-0.91%
17SPIBSs Spdr P Int C CORP ETFETF-其他0.98%—+2.74%
18XOMExxon Mobil CORP股票-能源0.98%-0.38%+0.10%
19DGROIshares Core Dividend GrowthETF-其他0.91%-0.01%+3.98%
20JEPQJPM Nasdaq Equity PremiumETF-科技型0.89%-0.01%+0.25%
21IJHIshares Core S&p Midcap ETFETF-其他0.88%+0.01%-0.67%
22PSAPublic Storage股票-房地产0.85%+0.03%-0.75%
23COHRCoherent CORP股票-科技0.83%+0.17%-14.36%
24SCHBSchwab US Broad Market ETFETF-其他0.81%+0.02%+0.49%
25SUBIshares Short-term NationalETF-其他0.81%-0.43%-26.41%
26JPMJpmorgan Chase & Co股票-金融0.77%—-0.16%
27SCHDSchwab US Dvd Equity ETFETF-其他0.76%—-3.12%
28SPGSimon Property Group INC股票-房地产0.74%+0.03%-1.86%
29SPDWSte Str Spdr Pt Dw EU ETFETF-其他0.74%—+0.53%
30IQVIqvia Holdings INC股票-医疗保健0.74%—-0.30%
31EPDEnterprise Products Partners股票-能源0.73%—-1.24%
32MTZMastec INC股票-工业0.73%+0.06%-4.79%
33SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.71%+0.15%+24.39%
34GWWWw Grainger INC股票-工业0.70%+0.06%—
35PANWPalo Alto Networks INC股票-科技0.68%+0.43%+44.34%
36ITOTIshares Core S&p Total U.s.ETF-其他0.68%—-0.53%
37FCNCAFirst Citizens Bcshs -cl A股票-金融0.67%+0.05%+10.31%
38PEPPepsico INC股票-非周期性消费0.64%-0.21%-2.06%
39TSCOTractor Supply Company股票-周期性消费0.62%-0.41%-2.20%
40AMGNAmgen INC股票-医疗保健0.62%—-2.61%
41WPCWp Carey INC股票-房地产0.59%—-1.19%
42ULTAUlta Beauty INC股票-周期性消费0.57%-0.25%-8.38%
43OEFIshares S&p 100 ETFETF-其他0.57%+0.09%+16.23%
44IJRIshares Core S&p Small-cap EETF-中小型股0.56%—-2.08%
45CPRTCopart INC股票-工业0.56%-0.20%-2.02%
46MSFTMicrosoft CORP股票-科技0.56%—+0.41%
47VIGVanguard Dividend Apprec ETFETF-其他0.56%—+0.06%
48GOOGLAlphabet Inc-cl A股票-通信服务0.55%+0.04%-1.88%
49UBERUber Technologies INC股票-工业0.52%—-1.15%
50VOVanguard Mid-cap ETFETF-其他0.50%—+303.64%
1–50 of 408

本季持股变动

Sheets Smith Wealth Management 在 2026-06-30 最显著的持仓异动： 新建仓: Avantis Total Equity ETF (AVTM); 清仓: Honeywell International INC (HON); 新建仓: Ishares U.s. Home Constructi (ITB); 清仓: Ensign Group Inc/the (ENSG); 清仓: Keysight Technologies In (KEYS).

Sheets Smith Wealth Management 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AVTMAvantis Total Equity ETF+2.6%NEW新建仓
2PANWPalo Alto Networks INC+0.4%+44.34%加仓
3LOWLowe's Cos INC+0.3%+150.27%加仓
4AMDAdvanced Micro Devices+0.3%-19.07%减仓
5GOOGAlphabet Inc-cl C+0.2%-1.48%减仓
6QQQInvesco Qqq Trust Series 1+0.2%-0.23%减仓
7LLYEli Lilly & Co+0.2%-1.04%减仓
8COHRCoherent CORP+0.2%-14.36%减仓
9ITBIshares U.s. Home Constructi+0.2%NEW新建仓
10MRVLMarvell Technology INC+0.2%-0.37%减仓
11SPTMSs Spdr P S&p 1500 Comp ETF+0.2%+24.39%加仓
12VHTVanguard Health Care ETF+0.1%+89.80%加仓
13MUMicron Technology INC+0.1%-0.79%减仓
14IVVIshares Core S&p 500 ETF+0.1%+0.39%加仓
15OEFIshares S&p 100 ETF+0.1%+16.23%加仓
16MKLMarkel Group INC+0.1%NEW新建仓
17DFMCUS Micro Cap Portfolio ETF+0.1%NEW新建仓
18GWWWw Grainger INC+0.1%—不变
19MTZMastec INC+0.1%-4.79%减仓
20IGVIshares Expanded Tech-softwa+0.1%+18.25%加仓
21TMOThermo Fisher Scientific INC+0.1%+47.31%加仓
22FCNCAFirst Citizens Bcshs -cl A+0.1%+10.31%加仓
23SCHXSchwab US Large-cap ETF0%+0.01%加仓
24GOOGLAlphabet Inc-cl A0%-1.88%减仓
25AMZNAmazon.com INC0%+0.02%加仓
26SPYMSte Str Spdr Pt S&p 500 ETF0%-0.37%减仓
27PSAPublic Storage0%-0.75%减仓
28SPGSimon Property Group INC0%-1.86%减仓
29SCHBSchwab US Broad Market ETF0%+0.49%加仓
30VVisa Inc-class A Shares0%+0.00%加仓
31AAPLApple INC0%-0.42%减仓
32NVDANvidia CORP0%-1.31%减仓
33IJHIshares Core S&p Midcap ETF0%-0.67%减仓
34VOOVanguard S&p 500 ETF0%-2.20%减仓
35DGROIshares Core Dividend Growth0%+3.98%加仓
36JEPQJPM Nasdaq Equity Premium0%+0.25%加仓
37RSPRInvesco S&p 500 Equal Weight-0.1%EXIT清仓
38KEYSKeysight Technologies In-0.1%EXIT清仓
39NKENike INC -cl B-0.1%-23.98%减仓
40WSMWilliams-sonoma INC-0.1%-49.34%减仓
41ENSGEnsign Group Inc/the-0.1%EXIT清仓
42CPRTCopart INC-0.2%-2.02%减仓
43PEPPepsico INC-0.2%-2.06%减仓
44HONHoneywell International INC-0.3%EXIT清仓
45ULTAUlta Beauty INC-0.3%-8.38%减仓
46INTUIntuit INC-0.3%+0.33%加仓
47HDHome Depot INC-0.3%-65.80%减仓
48XOMExxon Mobil CORP-0.4%+0.10%加仓
49TSCOTractor Supply Company-0.4%-2.20%减仓
50SUBIshares Short-term National-0.4%-26.41%减仓

FAQ

Sheets Smith Wealth Management 是什么机构？属于哪种投资人类型？
Sheets Smith Wealth Management 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$10.0亿，分布在 408 个已申报仓位之中。
Sheets Smith Wealth Management 目前前几大持股有哪些？
根据最新 13F 申报，Sheets Smith Wealth Management 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$4994.2万 (5.0%) 2. Ishares Core S&p 500 ETF (IVV) — US$4259.0万 (4.3%) 3. Alphabet Inc-cl C (GOOG) — US$3326.8万 (3.3%) 4. Avantis Total Equity ETF (AVTM) — US$2640.1万 (2.6%) 5. Coca-cola Co/the (KO) — US$2582.7万 (2.6%)
Sheets Smith Wealth Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sheets Smith Wealth Management 共进行了 49 项显著调整：新建仓 4 个仓位、加仓 17 个既有持股、减仓 24 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Avantis Total Equity ETF (AVTM); 清仓: Honeywell International INC (HON); 新建仓: Ishares U.s. Home Constructi (ITB); 清仓: Ensign Group Inc/the (ENSG); 清仓: Keysight Technologies In (KEYS)
Sheets Smith Wealth Management 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sheets Smith Wealth Management 的主要板块分布如下： • Information Technology: 16.8% • Industrials: 13.7% • Health Care: 13.1% • Consumer Discretionary: 12.9% • Financials: 11.1% • Communication Services: 8.9%