Smith Shellnut Wilson LLC 13F 持仓 · 2026年Q2
Smith Shellnut Wilson 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 161 只证券，申报市值合计 2.68 亿美元。前几大持仓：IVV（8.56%）、ITOT（5.92%）、QQQ（5.86%）。本季前 25 大持仓中：增持 9 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $22.9M | 8.56% | 30,602 | 增持 |
| 2 | ITOT | ISHARES TR | $15.9M | 5.92% | 96,560 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $15.7M | 5.86% | 21,320 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $11.0M | 4.11% | 16,037 | 减持 |
| 5 | NOBL | PROSHARES TR | $10.0M | 3.74% | 178,493 | 增持 |
| 6 | ORCL | ORACLE CORP | $9.4M | 3.51% | 64,246 | 减持 |
| 7 | IJH | ISHARES TR | $8.9M | 3.34% | 116,017 | 减持 |
| 8 | AAPL | APPLE INC | $8.8M | 3.28% | 30,331 | 增持 |
| 9 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $8.1M | 3.04% | 8,441 | 减持 |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $6.1M | 2.30% | 20,298 | 增持 |
| 11 | JNJ | JOHNSON & JOHNSON | $5.8M | 2.17% | 22,836 | 持平 |
| 12 | IJR | ISHARES TR | $5.7M | 2.14% | 38,617 | 增持 |
| 13 | FTEC | FIDELITY COVINGTON TRUST | $5.3M | 1.98% | 18,617 | 增持 |
| 14 | AGG | ISHARES TR | $5.3M | 1.96% | 53,142 | 增持 |
| 15 | IEFA | ISHARES TR | $5.2M | 1.95% | 54,113 | 减持 |
| 16 | STRL | STERLING INFRASTRUCTURE INC | $4.1M | 1.54% | 4,907 | 持平 |
| 17 | NVDA | NVIDIA CORPORATION | $3.9M | 1.45% | 19,364 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $3.8M | 1.41% | 10,152 | 减持 |
| 19 | XLG | INVESCO EXCHANGE TRADED FD T | $3.2M | 1.18% | 51,546 | 增持 |
| 20 | BAC | BANK OF AMER CORP | $3.0M | 1.11% | 52,070 | 持平 |
| 21 | GOOG | ALPHABET INC | $2.8M | 1.06% | 8,030 | 减持 |
| 22 | LOW | LOWES COS INC | $2.8M | 1.05% | 12,736 | 持平 |
| 23 | DVY | ISHARES TR | $2.8M | 1.03% | 17,677 | 持平 |
| 24 | PEP | PEPSICO INC | $2.7M | 1.02% | 20,115 | 减持 |
| 25 | IJK | ISHARES TR | $2.7M | 1.00% | 22,689 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR