Smith, Moore & Co.
- SEC CIK
- 0000200724
- 最新申報
- 2026/8/12
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 37 檔
- 估計 +$1,294 萬
- 加碼
- 265 檔
- 估計 +$5,516 萬
- 減碼
- 172 檔
- 估計 −$2,947 萬
- 清倉
- 26 檔
- 估計 −$1,052 萬
總值從 $11.9 億變成 $13.1 億（+$1.14 億 (+9.6%)），持股從 512 檔變成 523 檔（+11）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | 加碼– | 108,084107,900 | +184+0.2% | $7,234 萬$6,700 萬 | +$12.3 萬 | 5.5%5.6% | −0.08 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 187,009186,334 | +675+0.4% | $6,137 萬$5,663 萬 | +$22.2 萬 | 4.7%4.8% | −0.05 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 197,787198,115 | −328−0.2% | $4,085 萬$3,872 萬 | −$6.77 萬 | 3.1%3.2% | −0.12 |
| AAPLApple Inc. | 加碼歷史 | 152,992152,513 | +479+0.3% | $3,896 萬$3,129 萬 | +$12.2 萬 | 3.0%2.6% | +0.36 |
| Bondbloxx ETF Trust09789C861 | 加碼– | 741,133497,139 | +243,994+49.1% | $3,680 萬$2,467 萬 | +$1,212 萬 | 2.8%2.1% | +0.75 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 53,99453,410 | +584+1.1% | $3,597 萬$3,300 萬 | +$38.9 萬 | 2.8%2.8% | −0.01 |
| MDYSPDR S&P Midcap 400 ETF Trust | 減碼歷史 | 60,28160,296 | −150.0% | $3,593 萬$3,416 萬 | −$8,940.4 | 2.8%2.9% | −0.11 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 74,05973,049 | +1,010+1.4% | $3,469 萬$3,101 萬 | +$47.3 萬 | 2.7%2.6% | +0.05 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 209,747207,689 | +2,058+1.0% | $2,492 萬$2,270 萬 | +$24.5 萬 | 1.9%1.9% | 0.00 |
| Tidal Trust I886364231 | 加碼– | 751,201730,283 | +20,918+2.9% | $1,877 萬$1,656 萬 | +$52.3 萬 | 1.4%1.4% | +0.05 |
| Vanguard Dividend Appreciation ETF921908844 | 減碼– | 86,03986,281 | −242−0.3% | $1,857 萬$1,766 萬 | −$5.22 萬 | 1.4%1.5% | −0.06 |
| NVDANVIDIA Corp | 加碼歷史 | 90,67988,355 | +2,324+2.6% | $1,692 萬$1,396 萬 | +$43.4 萬 | 1.3%1.2% | +0.12 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 28,01527,092 | +923+3.4% | $1,682 萬$1,495 萬 | +$55.4 萬 | 1.3%1.3% | +0.03 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 271,803268,425 | +3,378+1.3% | $1,629 萬$1,530 萬 | +$20.2 萬 | 1.2%1.3% | −0.04 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 245,944241,177 | +4,767+2.0% | $1,605 萬$1,496 萬 | +$31.1 萬 | 1.2%1.3% | −0.03 |
| iShares Russell 2000 ETF464287655 | 減碼– | 63,45363,871 | −418−0.7% | $1,535 萬$1,378 萬 | −$10.1 萬 | 1.2%1.2% | +0.02 |
| ProShares Tr74348A467 | 減碼– | 148,549150,459 | −1,910−1.3% | $1,531 萬$1,515 萬 | −$19.7 萬 | 1.2%1.3% | −0.10 |
| PIMCO ETF Tr72201R585 | 加碼– | 550,952116,974 | +433,978+371.0% | $1,479 萬$310.4 萬 | +$1,165 萬 | 1.1%0.3% | +0.87 |
| Capital Group Dividend Value14020W106 | 加碼– | 341,186287,535 | +53,651+18.7% | $1,434 萬$1,135 萬 | +$225.5 萬 | 1.1%1.0% | +0.15 |
| MSFTMicrosoft Corp | 加碼歷史 | 27,09326,869 | +224+0.8% | $1,403 萬$1,336 萬 | +$11.6 萬 | 1.1%1.1% | −0.05 |
| J P Morgan Exchange Traded F46641Q159 | 加碼– | 293,509284,155 | +9,354+3.3% | $1,362 萬$1,316 萬 | +$43.4 萬 | 1.0%1.1% | −0.06 |
| First Trust Rising Dividend Achievers ETF33738R506 | 加碼– | 178,406173,000 | +5,406+3.1% | $1,200 萬$1,085 萬 | +$36.4 萬 | 0.9%0.9% | +0.01 |
| Capital Group Growth ETF14020G101 | 加碼– | 264,465238,777 | +25,688+10.8% | $1,162 萬$970.6 萬 | +$112.8 萬 | 0.9%0.8% | +0.07 |
| Invesco Exchange Traded FD T46137V472 | 加碼– | 108,105107,028 | +1,077+1.0% | $1,135 萬$1,051 萬 | +$11.3 萬 | 0.9%0.9% | −0.01 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 18,13517,900 | +235+1.3% | $1,111 萬$1,017 萬 | +$14.4 萬 | 0.9%0.9% | 0.00 |
| Janus Detroit STR Tr47103U845 | 減碼– | 191,308311,989 | −120,681−38.7% | $971.5 萬$1,583 萬 | −$612.8 萬 | 0.7%1.3% | −0.58 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 177,862177,128 | +734+0.4% | $963.7 萬$876.1 萬 | +$3.98 萬 | 0.7%0.7% | 0.00 |
| AMZNAmazon Com Inc | 加碼歷史 | 41,41540,575 | +840+2.1% | $909.3 萬$890.2 萬 | +$18.4 萬 | 0.7%0.7% | −0.05 |
| Capital Group Core Balanced14021D107 | 加碼– | 245,481153,168 | +92,313+60.3% | $852.3 萬$512.2 萬 | +$320.5 萬 | 0.7%0.4% | +0.22 |
| VanEck ETF Trust92189F106 | 加碼– | 110,619107,023 | +3,596+3.4% | $845.1 萬$557.2 萬 | +$27.5 萬 | 0.6%0.5% | +0.18 |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | 加碼– | 215,741194,977 | +20,764+10.6% | $783.1 萬$684.6 萬 | +$75.4 萬 | 0.6%0.6% | +0.03 |
| Schwab US Dividend Equity ETF808524797 | 減碼– | 282,347342,416 | −60,069−17.5% | $770.8 萬$907.4 萬 | −$164.0 萬 | 0.6%0.8% | −0.17 |
| Schwab U.S. Large-Cap Growth ETF808524300 | 加碼– | 230,322221,386 | +8,936+4.0% | $735.0 萬$646.7 萬 | +$28.5 萬 | 0.6%0.5% | +0.02 |
| GOOGLAlphabet Inc. | 加碼歷史 | 29,68728,653 | +1,034+3.6% | $721.7 萬$505.0 萬 | +$25.1 萬 | 0.6%0.4% | +0.13 |
| Vanguard Whitehall FDS921946810 | 減碼– | 80,11488,307 | −8,193−9.3% | $717.6 萬$795.8 萬 | −$73.4 萬 | 0.5%0.7% | −0.12 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 108,598108,754 | −156−0.1% | $715.9 萬$652.9 萬 | −$1.03 萬 | 0.5%0.5% | 0.00 |
| METAMeta Platforms, Inc. | 加碼歷史 | 9,5509,408 | +142+1.5% | $701.4 萬$694.4 萬 | +$10.4 萬 | 0.5%0.6% | −0.05 |
| iShares Tr464288869 | 加碼– | 46,86746,540 | +327+0.7% | $698.7 萬$594.1 萬 | +$4.88 萬 | 0.5%0.5% | +0.04 |
| American Centy ETF Tr025072802 | 減碼– | 78,40479,410 | −1,006−1.3% | $698.0 萬$629.6 萬 | −$8.96 萬 | 0.5%0.5% | +0.01 |
| ABBVAbbVie Inc. | 加碼歷史 | 29,10428,673 | +431+1.5% | $673.9 萬$532.2 萬 | +$9.98 萬 | 0.5%0.4% | +0.07 |
| VanEck ETF Trust92189F791 | 加碼– | 67,53367,338 | +195+0.3% | $668.8 萬$455.1 萬 | +$1.93 萬 | 0.5%0.4% | +0.13 |
| ProShares Tr74347B680 | 減碼– | 77,95879,361 | −1,403−1.8% | $665.3 萬$647.1 萬 | −$12.0 萬 | 0.5%0.5% | −0.03 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 13,31713,163 | +154+1.2% | $638.7 萬$577.1 萬 | +$7.39 萬 | 0.5%0.5% | 0.00 |
| First Tr Exchange Traded FD33738R704 | 加碼– | 65,03659,224 | +5,812+9.8% | $628.8 萬$482.1 萬 | +$56.2 萬 | 0.5%0.4% | +0.08 |
| iShares Core Dividend Growth ETF46434V621 | 加碼– | 91,64989,484 | +2,165+2.4% | $623.9 萬$572.2 萬 | +$14.7 萬 | 0.5%0.5% | 0.00 |
| Invesco Exchange Traded FD T46137V357 | 減碼– | 31,85931,923 | −64−0.2% | $604.4 萬$580.2 萬 | −$1.21 萬 | 0.5%0.5% | −0.02 |
| WMTWalmart Inc. | 減碼歷史 | 57,67557,895 | −220−0.4% | $594.4 萬$566.1 萬 | −$2.27 萬 | 0.5%0.5% | −0.02 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 18,67318,172 | +501+2.8% | $589.0 萬$526.8 萬 | +$15.8 萬 | 0.5%0.4% | +0.01 |
| Capital Group Core Equity Et14020V108 | 減碼– | 148,730153,458 | −4,728−3.1% | $588.1 萬$566.7 萬 | −$18.7 萬 | 0.5%0.5% | −0.03 |
| PGProcter & Gamble Co | 加碼歷史 | 37,98836,732 | +1,256+3.4% | $583.7 萬$585.2 萬 | +$19.3 萬 | 0.4%0.5% | −0.04 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 100,615124,293 | −23,678−19.1% | $578.2 萬$684.9 萬 | −$136.1 萬 | 0.4%0.6% | −0.13 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 50,96050,615 | +345+0.7% | $574.6 萬$545.6 萬 | +$3.89 萬 | 0.4%0.5% | −0.02 |
| Capital Group GBL Growth EQT14020X104 | 加碼– | 164,785162,617 | +2,168+1.3% | $563.1 萬$519.9 萬 | +$7.41 萬 | 0.4%0.4% | −0.01 |
| VanEck Morningstar Wide Moat ETF92189F643 | 加碼– | 54,83653,883 | +953+1.8% | $543.5 萬$505.4 萬 | +$9.45 萬 | 0.4%0.4% | −0.01 |
| CATCaterpillar Inc | 減碼歷史 | 11,23411,622 | −388−3.3% | $536.0 萬$451.2 萬 | −$18.5 萬 | 0.4%0.4% | +0.03 |
| T Rowe Price Exchange-Traded87283Q834 | 加碼– | 152,224149,769 | +2,455+1.6% | $511.8 萬$484.8 萬 | +$8.25 萬 | 0.4%0.4% | −0.01 |
| WisdomTree Tr97717W281 | 加碼– | 89,51588,313 | +1,202+1.4% | $511.1 萬$487.8 萬 | +$6.86 萬 | 0.4%0.4% | −0.02 |
| GLDSPDR Gold Trust | 加碼歷史 | 14,31114,220 | +91+0.6% | $508.7 萬$433.5 萬 | +$3.23 萬 | 0.4%0.4% | +0.03 |
| Invesco Exch Traded FD Tr II46138E339 | 加碼– | 41,51639,513 | +2,003+5.1% | $502.6 萬$444.4 萬 | +$24.2 萬 | 0.4%0.4% | +0.01 |
| Invesco Nasdaq 100 ETF46138G649 | 加碼– | 20,22418,305 | +1,919+10.5% | $499.8 萬$415.7 萬 | +$47.4 萬 | 0.4%0.3% | +0.03 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 9,93910,152 | −213−2.1% | $499.7 萬$493.2 萬 | −$10.7 萬 | 0.4%0.4% | −0.03 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 減碼– | 16,96917,288 | −319−1.8% | $498.4 萬$483.8 萬 | −$9.37 萬 | 0.4%0.4% | −0.02 |
| Simplify Exchange Traded Fun82889N764 | 減碼– | 159,496163,948 | −4,452−2.7% | $498.2 萬$492.7 萬 | −$13.9 萬 | 0.4%0.4% | −0.03 |
| LLYEli Lilly & Co | 加碼歷史 | 6,1655,854 | +311+5.3% | $470.4 萬$456.4 萬 | +$23.7 萬 | 0.4%0.4% | −0.02 |
| ITWIllinois Tool Works Inc | 加碼歷史 | 17,67117,517 | +154+0.9% | $460.8 萬$433.1 萬 | +$4.02 萬 | 0.4%0.4% | −0.01 |
| Invesco Exch Traded FD Tr II46138E222 | 加碼– | 83,19580,077 | +3,118+3.9% | $449.2 萬$410.3 萬 | +$16.8 萬 | 0.3%0.3% | 0.00 |
| JNJJohnson & Johnson | 加碼歷史 | 24,08123,831 | +250+1.0% | $446.5 萬$364.0 萬 | +$4.64 萬 | 0.3%0.3% | +0.04 |
| ORCLOracle Corp | 減碼歷史 | 15,64616,404 | −758−4.6% | $440.0 萬$358.6 萬 | −$21.3 萬 | 0.3%0.3% | +0.04 |
| iShares Russell 1000 Value ETF464287598 | 加碼– | 21,25121,103 | +148+0.7% | $432.6 萬$409.9 萬 | +$3.01 萬 | 0.3%0.3% | −0.01 |
| Invesco Exchange Traded FD T46137V464 | 加碼– | 30,43529,817 | +618+2.1% | $411.6 萬$383.5 萬 | +$8.36 萬 | 0.3%0.3% | −0.01 |
| iShares Tr46434V860 | 加碼– | 80,67478,577 | +2,097+2.7% | $408.1 萬$398.0 萬 | +$10.6 萬 | 0.3%0.3% | −0.02 |
| TSLATesla, Inc. | 加碼歷史 | 9,1618,842 | +319+3.6% | $407.4 萬$280.9 萬 | +$14.2 萬 | 0.3%0.2% | +0.08 |
| Vanguard Information Technology ETF92204A702 | 加碼– | 5,2435,121 | +122+2.4% | $391.4 萬$339.6 萬 | +$9.11 萬 | 0.3%0.3% | +0.01 |
| Franklin Templeton ETF Tr35473P439 | 加碼– | 140,402140,167 | +235+0.2% | $389.5 萬$379.2 萬 | +$6,518.88 | 0.3%0.3% | −0.02 |
| SLViShares Silver Trust | 加碼歷史 | 90,80289,655 | +1,147+1.3% | $384.7 萬$294.2 萬 | +$4.86 萬 | 0.3%0.2% | +0.05 |
| Schwab U.S. REIT ETF808524847 | 加碼– | 176,750170,157 | +6,593+3.9% | $381.2 萬$360.1 萬 | +$14.2 萬 | 0.3%0.3% | −0.01 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 加碼– | 64,24658,857 | +5,389+9.2% | $369.5 萬$320.2 萬 | +$31.0 萬 | 0.3%0.3% | +0.01 |
| EMREmerson Electric Co | 減碼歷史 | 26,75326,892 | −139−0.5% | $350.9 萬$358.5 萬 | −$1.82 萬 | 0.3%0.3% | −0.03 |
| ProShares Tr74347B698 | 減碼– | 52,44055,164 | −2,724−4.9% | $349.5 萬$358.9 萬 | −$18.2 萬 | 0.3%0.3% | −0.03 |
| VVisa Inc. | 加碼歷史 | 9,6999,539 | +160+1.7% | $331.1 萬$338.7 萬 | +$5.46 萬 | 0.3%0.3% | −0.03 |
| Schwab U.S. Broad Market ETF808524102 | 加碼– | 127,320126,397 | +923+0.7% | $327.3 萬$301.2 萬 | +$2.37 萬 | 0.3%0.3% | 0.00 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 減碼– | 32,42136,056 | −3,635−10.1% | $325.0 萬$357.7 萬 | −$36.4 萬 | 0.2%0.3% | −0.05 |
| ETNEaton Corp plc | 加碼歷史 | 8,5558,318 | +237+2.8% | $320.2 萬$297.0 萬 | +$8.87 萬 | 0.2%0.2% | 0.00 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | 減碼– | 34,73936,349 | −1,610−4.4% | $318.7 萬$333.4 萬 | −$14.8 萬 | 0.2%0.3% | −0.04 |
| ABTAbbott Laboratories | 減碼歷史 | 23,58224,969 | −1,387−5.6% | $315.9 萬$339.6 萬 | −$18.6 萬 | 0.2%0.3% | −0.04 |
| GOOGAlphabet Inc. | 減碼歷史 | 12,85812,942 | −84−0.6% | $313.2 萬$229.6 萬 | −$2.05 萬 | 0.2%0.2% | +0.05 |
| HDHome Depot, Inc. | 加碼歷史 | 7,4697,306 | +163+2.2% | $302.7 萬$267.9 萬 | +$6.61 萬 | 0.2%0.2% | +0.01 |
| UNPUnion Pacific Corp | 減碼歷史 | 12,69812,809 | −111−0.9% | $300.2 萬$294.7 萬 | −$2.62 萬 | 0.2%0.2% | −0.02 |
| CVXChevron Corp | 加碼歷史 | 19,18918,877 | +312+1.7% | $298.0 萬$270.3 萬 | +$4.84 萬 | 0.2%0.2% | 0.00 |
| AVGOBroadcom Inc. | 加碼歷史 | 8,9908,153 | +837+10.3% | $296.6 萬$224.7 萬 | +$27.6 萬 | 0.2%0.2% | +0.04 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | 加碼– | 121,643107,124 | +14,519+13.6% | $295.6 萬$259.8 萬 | +$35.3 萬 | 0.2%0.2% | +0.01 |
| SPDR Series Trust78464A607 | 加碼– | 28,98128,529 | +452+1.6% | $290.7 萬$275.1 萬 | +$4.53 萬 | 0.2%0.2% | −0.01 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | 加碼– | 112,892110,411 | +2,481+2.2% | $284.4 萬$278.0 萬 | +$6.25 萬 | 0.2%0.2% | −0.02 |
| iShares Tr464287622 | 減碼– | 7,6907,719 | −29−0.4% | $281.1 萬$262.1 萬 | −$1.06 萬 | 0.2%0.2% | 0.00 |
| J P Morgan Exchange Traded F46654Q609 | 減碼– | 29,16529,998 | −833−2.8% | $273.4 萬$258.2 萬 | −$7.81 萬 | 0.2%0.2% | −0.01 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 10,74711,454 | −707−6.2% | $273.3 萬$271.4 萬 | −$18.0 萬 | 0.2%0.2% | −0.02 |
| iShares Russell Midcap ETF464287499 | 減碼– | 27,81328,124 | −311−1.1% | $268.5 萬$258.7 萬 | −$3.00 萬 | 0.2%0.2% | −0.01 |
| iShares Tr46436E718 | 減碼– | 26,66634,235 | −7,569−22.1% | $268.5 萬$344.7 萬 | −$76.2 萬 | 0.2%0.3% | −0.08 |
| Neos ETF Trust78433H303 | 加碼– | 50,06148,176 | +1,885+3.9% | $261.8 萬$242.4 萬 | +$9.86 萬 | 0.2%0.2% | 0.00 |
| NFLXNetflix Inc | 減碼歷史 | 2,1752,191 | −16−0.7% | $260.8 萬$293.4 萬 | −$1.92 萬 | 0.2%0.2% | −0.05 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。