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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 124 项
建仓 10
增持 72
减持 30
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$7.7M
141,135
+191%
减持
OBK
ORIGIN BANCORP INC COM
-$2.3M
144,480
-24%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.4M
21,599
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。
+11%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.3M
38,008
+13%
建仓
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$1.2M
26,458
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$1.2M
23,968
+80%
清仓
TIP
ISHARES TIPS BOND ETF
-$1.0M
0
-100%
减持
AAPL
APPLE INC COM
+$994.8K
30,203
-2%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$947.7K
228,917
-2%
增持
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
+$868.9K
177,037
+23%
增持
MSFT
MICROSOFT CORP COM
+$789.1K
14,560
+2%
建仓
BWA
BORGWARNER INC COM
+$685.3K
13,955
减持
TGT
TARGET CORP COM
-$629.0K
5,819
-46%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$593.4K
247,072
+3%
建仓
FIS
FIDELITY NATL INFORMATION SVCS COM
+$581.4K
10,702
增持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$578.9K
41,549
+39%
减持
CVX
CHEVRON CORP NEW COM
-$578.5K
10,144
-18%
增持
QCOM
QUALCOMM INC COM
+$556.5K
22,484
+7%
增持
—
MEDTRONIC PLC SHS
+$549.9K
22,955
+37%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$530.7K
203,318
+6%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$525.8K
80,035
+22%
增持
PFE
PFIZER INC COM
-$447.6K
60,404
+6%
清仓
—
HANESBRANDS INC COM
-$439.8K
0
-100%
清仓
ORCL
ORACLE CORP COM
-$391.1K
0
-100%
清仓
IYZ
ISHARES U.S. TELECOMMUNICATIONS ETF
-$365.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
-$352.6K
20,972
+3%
清仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$341.1K
0
-100%
增持
CRM
SALESFORCE INC COM
+$339.9K
4,952
+1%
增持
GNMA
ISHARES GNMA BOND ETF
+$290.0K
15,157
+72%
清仓
SHW
SHERWIN WILLIAMS CO COM
-$289.8K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP COM
-$288.7K
1,029
-50%
建仓
DOW
DOW INC COM
+$275.4K
5,024
清仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$271.9K
0
-100%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$269.8K
5,560
清仓
EFG
ISHARES MSCI EAFE GROWTH ETF
-$269.5K
0
-100%
减持
HD
HOME DEPOT INC COM
-$263.7K
4,398
-11%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$238.8K
11,989
+5%
清仓
VBR
VANGUARD SMALL CAP VALUE ETF
-$238.2K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$237.2K
35,865
+4%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$233.6K
38,140
+13%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$230.4K
0
-100%
建仓
SHEL
SHELL PLC SPON ADS
+$221.5K
3,850
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$218.7K
7,195
+6%
增持
EFA
ISHARES MSCI EAFE MKT
+$209.1K
11,373
+24%
建仓
SNY
SANOFI SPONSORED ADR
+$205.2K
3,770
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$204.9K
14,715
+17%
建仓
ADI
ANALOG DEVICES INC
+$204.5K
1,037
清仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$201.8K
0
-100%
增持
D
DOMINION ENERGY INC COM
+$193.9K
22,106
+30%
减持
MRK
MERCK & CO INC COM
-$191.3K
17,152
-6%
增持
BAC
BANK AMERICA CORP COM
-$189.1K
59,539
+4%
增持
TFC
TRUIST FINL CORP COM
-$179.5K
34,449
+9%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$171.1K
83,075
+7%
增持
CMCSA
COMCAST CORP NEW CL A
+$170.6K
46,355
+2%
减持
PEP
PEPSICO INC COM
-$169.0K
2,589
-27%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$167.5K
60,199
+4%
减持
GD
GENERAL DYNAMICS CORP COM
-$160.2K
5,569
-3%
增持
DIS
DISNEY WALT CO COM
+$157.9K
9,010
+5%
减持
AXP
AMERICAN EXPRESS CO COM
+$148.1K
8,704
-0%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$145.7K
2,067
-44%
增持
FBND
FIDELITY TOTAL BOND ETF
+$133.8K
7,349
+62%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$132.1K
3,480
-35%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$129.1K
41,949
-9%
建仓
—
DIAMOND OFFSHORE DRILLING INC COM
+$128.7K
10,689
减持
V
VISA INC COM CL A
+$114.8K
7,474
-1%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$113.9K
42,094
-1%
增持
EIX
EDISON INTL COM
+$112.1K
14,757
+1%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$111.6K
11,604
+23%
增持
TXN
TEXAS INSTRS INC COM
+$105.9K
3,933
+4%
增持
BA
BOEING CO COM
+$105.6K
4,370
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$104.0K
5,940
+3%
增持
TROW
PRICE T ROWE GROUP INC COM
+$100.4K
5,756
+14%
增持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$100.1K
8,802
+7%
减持
LLY
LILLY ELI & CO COM
-$99.5K
4,111
-0%
增持
KO
COCA COLA CO COM
+$99.4K
31,679
+8%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$99.1K
6,873
+6%
增持
JPM
JPMORGAN CHASE & CO COM
-$97.5K
34,928
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$95.8K
1,792
+1%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$87.6K
14,252
+10%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
-$84.5K
43,565
+7%
减持
—
BLACKROCK INC COM
-$82.6K
1,354
-3%
减持
—
EXXON MOBIL CORP COM
-$79.7K
55,936
-1%
减持
COST
COSTCO WHSL CORP NEW COM
+$79.4K
2,113
-1%
减持
GILD
GILEAD SCIENCES INC COM
-$72.2K
10,895
-4%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$70.2K
2,882
-2%
增持
AMZN
AMAZON COM INC COM
+$66.3K
3,176
+2%
增持
HON
HONEYWELL INTL INC COM
-$60.7K
4,478
+5%
增持
TRV
TRAVELERS COMPANIES INC COM
-$58.8K
9,533
+19%
增持
PG
PROCTER AND GAMBLE CO COM
+$58.7K
11,656
+6%
增持
PKG
PACKAGING CORP OF AMERICA
+$56.2K
2,800
+8%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$56.0K
17,519
+4%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$50.6K
68,093
+1%
增持
UNP
UNION PAC CORP COM
+$49.4K
6,933
+7%
增持
—
SPIRIT RLTY CAP INC NEW COM NEW
+$48.6K
40,899
+3%
增持
ENB
ENBRIDGE INC COM
+$43.9K
40,707
+5%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$42.3K
4,866
+19%
减持
WMT
WALMART INC COM
+$38.3K
9,997
-1%
建仓
—
PROSHARES TRUST II ULTRA BLOOMBERG
+$36.1K
10,000
增持
WMB
WILLIAMS COS INC COM
-$31.3K
32,531
+7%
增持
AMGN
AMGEN INC COM
-$28.9K
3,346
+5%
清仓
META
META PLATFORMS INC CL A
-$28.6K
0
-100%
增持
GPC
GENUINE PARTS CO COM
-$26.7K
7,050
+1%
减持
NKE
NIKE INC CL B
+$24.9K
5,138
-1%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$22.8K
16,029
+5%
减持
GEL
GENESIS ENERGY L P UNIT LTD PARTN
-$19.9K
29,675
-14%
增持
IGF
ISHARES GLOBAL INFRASTRUCTURE ETF
+$16.5K
5,150
+3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$16.0K
4,974
+0%
增持
APD
AIR PRODS & CHEMS INC COM
+$15.1K
2,268
+10%
增持
NVS
NOVARTIS AG SPONSORED ADR
+$13.3K
3,303
+3%
减持
AMLP
ALERIAN MLP ETF
-$12.2K
13,278
-4%
增持
ABBV
ABBVIE INC COM
+$12.0K
4,383
+3%
增持
CAT
CATERPILLAR INC COM
+$11.9K
4,205
+6%
增持
LMT
LOCKHEED MARTIN CORP COM
+$8.8K
2,613
+4%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$8.1K
5,596
+0%
减持
ROK
ROCKWELL AUTOMATION INC
+$6.5K
900
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$6.4K
747
+3%
增持
WFC
WELLS FARGO CO NEW COM
-$5.1K
24,087
+10%
增持
DVN
DEVON ENERGY CORP NEW COM
+$3.9K
5,162
+23%
减持
NFJ
VIRTUS DIVIDEND INTEREST & PR COM
-$3.7K
11,731
-7%
减持
T
AT&T INC COM
+$3.7K
10,344
-3%
增持
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
+$2.4K
41,895
+2%
减持
YUM
YUM BRANDS INC COM
-$1.3K
3,846
-3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$1.0K
3,720
+3%
增持
COP
CONOCOPHILLIPS COM
-$190
3,395
+19%
