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Argent Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Argent Advisors, Inc.
报告期 2026-03-31 · CIK 0001426851
持仓数
173
前50大市值合计
$277.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 121 项
建仓 9
增持 79
减持 26
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
FHN
FIRST HORIZON CORPORATION COM
-$1.4M
15,091
-85%
增持
OBK
ORIGIN BANCORP INC COM
+$850.0K
108,165
+23%
增持
—
EXXON MOBIL CORP COM
+$774.0K
55,890
+40%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
FBND
FIDELITY TOTAL BOND ETF
+$770.0K
65,528
+29%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$709.0K
2,572
+272%
清仓
WELL
WELLTOWER INC COM
-$669.0K
0
-100%
建仓
EUDG
WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND
+$649.0K
20,203
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$573.0K
147,487
+6%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$552.0K
46,170
+33%
建仓
DAL
DELTA AIR LINES INC DEL COM NEW
+$546.0K
12,816
增持
IWM
ISHARES RUSSELL 2000 ETF
+$543.0K
36,825
+12%
增持
PFE
PFIZER INC COM
+$534.0K
57,629
+16%
建仓
EIX
EDISON INTL COM
+$521.0K
9,386
清仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$520.0K
0
-100%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$483.0K
242,237
+4%
增持
WFC
WELLS FARGO CO NEW COM
+$466.0K
18,800
+109%
清仓
—
GLAXOSMITHKLINE PLC SPONSORED ADR
-$451.0K
0
-100%
增持
IJH
ISHARES S&P MIDCAP FUND
+$437.0K
33,502
+7%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$403.0K
32,357
-8%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$387.0K
459
+33%
清仓
VTR
VENTAS INC COM
-$348.0K
0
-100%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF (MKT)
-$334.0K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$323.0K
56,374
+52%
增持
PG
PROCTER AND GAMBLE CO COM
+$296.0K
8,052
+31%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$294.0K
12,587
+37%
增持
CRM
SALESFORCE COM INC COM
+$267.0K
4,167
+18%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$261.0K
59,004
-24%
建仓
DHR
DANAHER CORP
+$258.0K
849
减持
GOOG
ALPHABET INC CAP STK CL C
-$251.0K
250
-32%
增持
GIS
GENERAL MLS INC COM
+$249.0K
20,843
+521%
建仓
—
ACCENTURE PLC A
+$247.0K
771
建仓
SYK
STRYKER CORPORATION COM
+$235.0K
890
增持
JNJ
JOHNSON & JOHNSON COM
+$231.0K
18,030
+11%
增持
JPM
JPMORGAN CHASE & CO COM
+$226.0K
19,997
+2%
清仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$225.0K
0
-100%
建仓
TAIL
CAMBRIA TAIL RISK ETF
+$225.0K
12,000
建仓
PNC
PNC FINANCIAL SERVICES GROUP INC
+$224.0K
1,145
建仓
COP
CONOCOPHILLIPS COM
+$216.0K
3,187
增持
TFC
TRUIST FINL CORP COM
+$213.0K
20,006
+16%
减持
DE
DEERE & CO COM
-$213.0K
1,538
-25%
减持
GEL
GENESIS ENERGY LP
-$208.0K
20,661
-42%
增持
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
+$206.0K
56,698
+10%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$186.0K
54,910
+20%
增持
HD
HOME DEPOT INC COM
+$179.0K
5,646
+8%
增持
QCOM
QUALCOMM INC COM
+$178.0K
14,502
+23%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$177.0K
8,283
+23%
增持
ENB
ENBRIDGE INC COM
+$174.0K
28,924
+19%
减持
AMLP
ALPS ALERIAN MLP
-$163.0K
12,800
-21%
增持
AAPL
APPLE INC COM
+$152.0K
31,201
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$148.0K
5,723
+30%
增持
CMCSA
COMCAST CORP NEW CL A
+$148.0K
29,988
+12%
增持
COST
COSTCO WHSL CORP NEW COM
+$143.0K
2,121
+4%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$139.0K
5,156
-1%
增持
AXP
AMERICAN EXPRESS CO COM
+$136.0K
8,849
+9%
增持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$131.0K
5,417
+17%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$122.0K
11,385
+19%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$119.0K
39,983
+7%
减持
SLB
SCHLUMBERGER LTD
-$116.0K
8,379
-26%
增持
MRK
MERCK & CO INC COM
+$115.0K
17,362
+14%
增持
TRV
TRAVELERS COMPANIES INC COM
+$113.0K
7,434
+11%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$113.0K
9,925
+15%
增持
—
SPIRIT RLTY CAP INC NEW COM NEW
+$105.0K
24,238
+15%
增持
GD
GENERAL DYNAMICS CORP COM
+$103.0K
5,799
+6%
增持
YUM
YUM BRANDS INC COM
+$103.0K
9,463
+3%
增持
GPC
GENUINE PARTS CO COM
+$100.0K
8,670
+15%
增持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$98.0K
34,144
+6%
增持
UNP
UNION PAC CORP COM
-$96.0K
5,837
+3%
增持
BAC
BK OF AMERICA CORP COM
+$95.0K
44,021
+2%
减持
ROK
ROCKWELL AUTOMATION INC
-$94.0K
750
-32%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$91.0K
2,391
-4%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$90.0K
14,539
-1%
增持
D
DOMINION ENERGY INC COM
+$86.0K
13,879
+10%
增持
TXN
TEXAS INSTRS INC COM
+$83.0K
2,494
+21%
增持
CNP
CENTERPOINT ENERGY INC COM
+$80.0K
14,227
+29%
增持
KO
COCA COLA CO COM
+$79.0K
22,821
+10%
增持
WMB
WILLIAMS COS INC COM
+$76.0K
26,488
+15%
增持
HON
HONEYWELL INTL INC COM
+$74.0K
3,375
+15%
增持
TIP
ISHARES TIPS BOND ETF
+$72.0K
11,548
+5%
增持
AMGN
AMGEN INC COM
+$67.0K
4,729
+23%
增持
TGT
TARGET CORP COM
+$67.0K
5,977
+11%
增持
KMB
KIMBERLY-CLARK CORP COM
+$65.0K
3,317
+19%
减持
HYLS
FIRST TRUST TACTICAL HIGH YIELD ETF
-$64.0K
9,342
-12%
增持
—
BLACKROCK INC COM
-$62.0K
2,072
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$57.0K
21,260
-1%
增持
NEE
NEXTERA ENERGY INC COM
+$55.0K
4,567
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$48.0K
4,310
-5%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$45.0K
3,100
-9%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$45.0K
3,562
-10%
减持
INTC
INTEL CORP
-$42.0K
9,910
-2%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
+$38.0K
85,181
+14%
减持
SHW
SHERWIN WILLIAMS CO COM
-$37.0K
1,611
-10%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$36.0K
16,456
+1%
增持
PEP
PEPSICO INC COM
+$35.0K
2,139
+10%
减持
CSCO
CISCO SYS INC COM
+$35.0K
28,030
-0%
增持
LMT
LOCKHEED MARTIN CORP COM
-$34.0K
2,710
+6%
减持
NKE
NIKE INC CL B
-$34.0K
3,474
-0%
增持
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
+$32.0K
33,686
+4%
增持
VEU
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
+$32.0K
6,351
+13%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$25.0K
5,479
-1%
增持
GNMA
ISHARES BARCLAYS GNMA BOND FUND
+$24.0K
8,337
+6%
清仓
DLR
DIGITAL RLTY TR INC COM
-$24.0K
0
-100%
增持
WMT
WALMART INC COM
+$21.0K
12,321
+2%
增持
CAT
CATERPILLAR INC COM
+$19.0K
7,540
+15%
减持
LLY
LILLY ELI & CO COM
-$18.0K
4,531
-2%
增持
NVS
NOVARTIS AG SPONSORED ADR
-$17.0K
3,126
+4%
增持
DIS
DISNEY WALT CO COM
-$17.0K
6,262
+2%
增持
FE
FIRSTENERGY CORP COM
+$16.0K
24,010
+6%
增持
—
HANESBRANDS INC COM
+$12.0K
35,637
+11%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$11.0K
1,840
+4%
增持
NFJ
VIRTUS DIVIDEND INTEREST & PR COM
+$10.0K
14,000
+6%
增持
BA
BOEING CO COM
-$10.0K
3,468
+7%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$9.0K
4,930
-2%
增持
CVX
CHEVRON CORP NEW COM
-$9.0K
19,287
+3%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$8.0K
6,955
+2%
增持
ABBV
ABBVIE INC COM
-$7.0K
2,056
+1%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$5.0K
15,634
+1%
减持
MSFT
MICROSOFT CORP COM
+$5.0K
14,238
-4%
增持
MMM
3M CO COM
+$4.0K
1,531
+15%
减持
MS
MORGAN STANLEY
+$2.0K
2,575
-5%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$2.0K
2,850
+2%
增持
V
VISA INC CLASS A SHARES
-$1.0K
7,145
+5%
