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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 119 项
建仓 11
增持 48
减持 56
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
OBK
ORIGIN BANCORP INC COM
+$4.6M
189,529
+212%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$2.2M
232,891
+1%
减持
—
EXXON MOBIL CORP COM
+$1.3M
56,333
-1%
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
JPM
JPMORGAN CHASE & CO COM
+$1.0M
34,668
+1%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$891.6K
48,424
+29%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$867.2K
192,664
-2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$785.5K
33,765
+0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$487.9K
19,531
-0%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$449.6K
13,330
+23%
增持
PFE
PFIZER INC COM
+$425.1K
56,832
+0%
减持
MRK
MERCK & CO INC COM
+$416.1K
18,171
-2%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$403.8K
46,024
-48%
建仓
ORCL
ORACLE CORP COM
+$391.1K
4,785
清仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$389.0K
0
-100%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$384.2K
33,696
-20%
增持
PG
PROCTER AND GAMBLE CO COM
+$382.4K
11,048
+8%
建仓
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
+$365.8K
16,310
减持
IWM
ISHARES RUSSELL 2000 ETF
+$352.6K
42,415
-1%
减持
CVX
CHEVRON CORP NEW COM
+$346.6K
12,444
-5%
减持
BA
BOEING CO COM
+$291.7K
4,319
-2%
增持
PEP
PEPSICO INC COM
+$290.0K
3,548
+65%
减持
CAT
CATERPILLAR INC COM
+$287.3K
3,967
-2%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$286.6K
238,732
+1%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$276.2K
65,655
-13%
减持
TRV
TRAVELERS COMPANIES INC COM
+$272.5K
8,019
-0%
减持
GILD
GILEAD SCIENCES INC
+$271.2K
11,371
-0%
增持
CSCO
CISCO SYS INC COM
+$264.7K
34,376
+0%
清仓
PYPL
PAYPAL HLDGS INC COM
-$263.0K
0
-100%
减持
TIP
ISHARES TIPS BOND ETF
-$261.5K
9,795
-21%
减持
D
DOMINION ENERGY INC COM
-$251.9K
16,994
-9%
增持
KO
COCA COLA CO COM
+$242.7K
29,330
+1%
增持
V
VISA INC COM CL A
+$241.3K
7,558
+1%
减持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$238.7K
29,991
-15%
建仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$230.4K
2,210
减持
CMCSA
COMCAST CORP NEW CL A
+$228.8K
45,375
-2%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$228.6K
77,784
-7%
建仓
SYK
STRYKER CORPORATION COM
+$225.7K
923
建仓
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$224.3K
726
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$223.4K
4,100
减持
LMT
LOCKHEED MARTIN CORP COM
+$216.4K
2,521
-4%
减持
JNJ
JOHNSON & JOHNSON COM
+$212.2K
20,397
-2%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$208.7K
4,972
清仓
CVS
CVS HEALTH CORP COM
-$203.0K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$202.3K
3,036
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$201.8K
2,671
建仓
VOT
VANGUARD MID-CAP GROWTH ETF (MKT)
+$201.3K
1,120
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$195.2K
15,236
+3%
增持
NKE
NIKE INC CL B
+$192.1K
5,172
+4%
增持
GPC
GENUINE PARTS CO COM
+$188.2K
6,952
+2%
增持
BAC
BANK OF AMERICA CORPORATION
+$186.9K
57,122
+1%
减持
HON
HONEYWELL INTERNATIONAL INC
+$185.6K
4,277
-2%
减持
GD
GENERAL DYNAMICS CORP COM
+$181.1K
5,768
-2%
增持
APD
AIR PRODS & CHEMS INC COM
+$179.2K
2,064
+5%
增持
NSC
NORFOLK SOUTHN CORP COM
+$173.9K
2,057
+29%
增持
—
SPIRIT RLTY CAP INC NEW COM NEW
+$166.8K
39,590
+1%
增持
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
+$166.3K
41,003
+2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$165.0K
5,593
-47%
增持
AMGN
AMGEN INC COM
+$150.8K
3,190
+5%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$144.0K
2,950
-0%
增持
EIX
EDISON INTL COM
+$130.6K
14,611
+3%
减持
—
BLACKROCK INC COM
+$130.5K
1,395
-11%
增持
EFA
ISHARES MSCI EAFE ETF
+$126.3K
9,207
+8%
增持
ABBV
ABBVIE INC COM
+$125.5K
4,248
+2%
增持
UNP
UNION PAC CORP COM
+$122.0K
6,500
+3%
减持
CRM
SALESFORCE INC COM
-$121.6K
4,898
-9%
增持
ENB
ENBRIDGE INC COM
+$121.1K
38,596
+3%
减持
WMB
WILLIAMS COS INC COM
+$115.7K
30,477
-2%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$113.1K
6,771
+3%
增持
ET
ENERGY TRANSFER EQUITY LP
+$111.5K
67,268
+8%
减持
—
HANESBRANDS INC COM
-$109.2K
69,148
-12%
减持
HD
HOME DEPOT INC COM
+$106.6K
4,944
-6%
减持
LAMR
LAMAR ADVERTISING CO CL A COM
+$98.1K
8,253
-0%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$93.0K
6,507
-2%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$88.7K
16,912
+2%
减持
—
MEDTRONIC PLC SHS
-$83.3K
16,736
-2%
增持
GEL
GENESIS ENERGY L P UNIT LTD PARTN
+$81.0K
34,675
+17%
减持
DIS
WALT DISNEY CO
-$79.7K
8,567
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$77.6K
1,940
-19%
减持
MSFT
MICROSOFT CORP COM
+$75.5K
14,213
-1%
增持
FHN
FIRST HORIZON NATIONAL CORP
+$75.0K
17,185
+14%
清仓
—
DIAMOND OFFSHORE DRILLING INC COM
-$75.0K
0
-100%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$74.4K
3,660
-17%
增持
TGT
TARGET CORP COM
+$68.8K
10,687
+4%
增持
AAPL
APPLE INC COM
-$62.2K
30,676
+5%
增持
AMZN
AMAZON COM INC COM
-$58.3K
3,116
+10%
增持
TXN
TEXAS INSTRS INC COM
+$57.7K
3,787
+3%
减持
WMT
WALMART INC COM
+$51.8K
10,126
-5%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$51.4K
40,596
+3%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$50.9K
6,550
+0%
减持
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
+$47.6K
144,096
-5%
减持
LLY
ELI LILLY & CO
+$46.3K
4,131
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHINES CORP
+$45.5K
3,425
-7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$44.3K
3,620
-8%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$43.7K
1,778
-0%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$41.8K
13,015
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
-$39.3K
5,790
+1%
减持
FBND
FIDELITY TOTAL BOND ETF
-$36.7K
4,538
-16%
增持
WFC
WELLS FARGO CO NEW COM
+$33.5K
21,930
+1%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$29.5K
3,217
-3%
建仓
META
META PLATFORMS INC CL A
+$28.6K
125,113
减持
AXP
AMERICAN EXPRESS CO COM
-$27.4K
8,715
-11%
增持
DVN
DEVON ENERGY CORP NEW COM
+$27.3K
4,184
+9%
减持
DE
DEERE & CO COM
+$26.6K
988
-17%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$21.9K
9,400
-5%
增持
TROW
T ROWE PRICE GROUP INC
+$21.4K
5,038
+0%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS LP
+$19.6K
57,696
+0%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$19.0K
746
-10%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$16.1K
11,389
+7%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$12.2K
2,930
-6%
减持
COP
CONOCOPHILLIPS COM
+$11.0K
2,856
-10%
减持
VB
VANGUARD SMALL CAP ETF (MKT)
+$11.0K
1,422
-3%
增持
TFC
TRUIST FINANCIAL CORPORATION COM
-$9.8K
31,472
+0%
增持
COST
COSTCO WHSL CORP NEW COM
-$9.5K
2,126
+2%
增持
GNMA
ISHARES GNMA BOND ETF
+$6.9K
8,824
+1%
减持
SHW
SHERWIN WILLIAMS CO COM
+$6.8K
1,221
-12%
增持
QCOM
QUALCOMM INC COM
-$5.0K
21,030
+3%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$4.7K
12,569
-2%
减持
T
AT&T INC COM
+$2.4K
10,614
-16%
减持
NFJ
VIRTUS DIVIDEND INTEREST & PREMIUM STRATEGY ETF
+$699
12,562
-5%
