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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 126 项
建仓 9
增持 49
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$6.4M
263,866
建仓
MSTR
MICROSTRATEGY INC CL A NEW
+$2.5M
8,500
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$1.5M
0
-100%
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
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.4M
204,514
+1%
建仓
BLK
BLACKROCK INC COM
+$1.3M
1,220
清仓
—
BLACKROCK INC COM
-$1.2M
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC COM
+$1.1M
6,004
增持
WMT
WALMART INC COM
+$1.1M
41,972
+27%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$1.1M
22,933
-25%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$1.0M
19,068
+96%
清仓
BAX
BAXTER INTL INC COM
-$1.0M
0
-100%
建仓
IJK
ISHARES S&P MIDCAP 400 GROWTH ETF
+$956.2K
10,516
清仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$826.4K
0
-100%
增持
—
EXXON MOBIL CORP COM
-$692.9K
77,963
+1%
减持
PG
PROCTER AND GAMBLE CO COM
-$687.0K
8,707
-30%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$676.7K
52,821
-18%
减持
JPM
JP MORGAN
+$601.4K
28,806
-4%
减持
PFE
PFIZER INC COM
-$562.0K
86,960
-12%
增持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
+$535.6K
275,806
+6%
减持
LLY
ELI LILLY & CO COM
-$522.2K
3,961
-2%
增持
KO
COCA COLA CO COM
-$470.0K
55,539
+2%
清仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$445.1K
0
-100%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$437.3K
2,870
-58%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$401.3K
706
-67%
建仓
META
META PLATFORMS INC CL A
+$385.9K
659
减持
WFC
WELLS FARGO CO NEW COM
+$381.3K
28,905
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$380.7K
226,402
-3%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$376.6K
85,344
+1%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$342.3K
6,549
-1%
减持
HCA
HCA HEALTHCARE INC COM
-$332.9K
2,800
-3%
减持
GPC
GENUINE PARTS CO COM
-$315.9K
11,277
-4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$290.8K
17,327
+1%
减持
AAPL
APPLE INC COM
+$289.2K
27,455
-3%
减持
CRM
SALESFORCE INC COM
+$284.7K
4,774
-0%
减持
WMB
WILLIAMS COS INC COM
+$278.4K
36,701
-2%
增持
V
VISA INC COM CL A
+$276.3K
6,289
+1%
增持
TGT
TARGET CORP COM
-$270.3K
13,381
+0%
建仓
NVDA
NVIDIA CORPORATION COM
+$263.2K
1,960
建仓
—
TIDAL TRUST II YIELDMAX MSTR OPTION INCOME STRATEGY ETF
+$263.1K
10,000
减持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$245.4K
32,223
-12%
减持
CAT
CATERPILLAR INC COM
-$245.3K
6,979
-2%
增持
JNJ
JOHNSON & JOHNSON COM
-$242.4K
17,191
+2%
增持
AMGN
AMGEN INC COM
-$241.7K
4,172
+1%
清仓
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
-$240.8K
0
-100%
减持
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
+$239.3K
43,266
-1%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$238.0K
52,599
+2%
增持
QCOM
QUALCOMM INC COM
-$235.6K
16,928
+1%
清仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$229.2K
0
-100%
增持
—
MEDTRONIC PLC SHS
-$227.8K
29,717
+3%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$227.0K
184,632
+4%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$224.9K
10,324
-1%
清仓
MDLZ
MONDELEZ INTL INC
-$221.5K
0
-100%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$218.7K
4,783
-27%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
-$212.7K
90,276
+2%
减持
CSCO
CISCO SYS INC COM
+$211.6K
35,900
-0%
清仓
ICF
ISHARES COHEN & STEERS REIT (MKT)
-$210.9K
0
-100%
清仓
SNY
SANOFI SPONSORED ADR
-$205.7K
0
-100%
减持
BAC
BANK AMERICA CORP COM
+$196.3K
48,905
-1%
增持
MRK
MERCK & CO INC COM
-$192.4K
16,574
+2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$177.5K
11,753
-3%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
+$176.4K
18,442
-0%
减持
RTX
RTX CORPORATION COM
-$173.1K
16,379
-2%
减持
GNMA
ISHARES GNMA BOND ETF
-$173.0K
18,363
-14%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & PR COM
-$172.5K
0
-100%
减持
TXN
TEXAS INSTRS INC COM
-$167.4K
5,316
-6%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$166.2K
88,281
-1%
减持
NKE
NIKE INC CL B
-$161.6K
5,909
-14%
增持
BA
BOEING CO COM
+$157.7K
4,833
+5%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$156.8K
20,464
-4%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
-$151.9K
102,542
+5%
减持
HD
HOME DEPOT INC COM
-$151.6K
4,479
-4%
减持
AXP
AMERICAN EXPRESS CO COM
+$147.9K
8,398
-3%
减持
DIS
DISNEY WALT CO COM
+$140.2K
10,310
-2%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$137.3K
3,100
-19%
增持
LAMR
LAMAR ADVERTISING CO NEW CL A
-$136.8K
12,834
+1%
减持
MSFT
MICROSOFT CORP COM
-$130.8K
11,201
-1%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$124.9K
2,238
+4%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$122.5K
12,032
+5%
增持
GSK
GSK PLC SPONSORED ADR
-$114.2K
32,657
+10%
减持
NEE
NEXTERA ENERGY INC COM
-$110.7K
5,594
-8%
增持
GILD
GILEAD SCIENCES INC COM
+$108.7K
11,345
+1%
增持
UNP
UNION PAC CORP COM
-$104.0K
6,737
+1%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$102.8K
69,405
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$100.5K
8,365
-5%
增持
EIX
EDISON INTL COM
-$100.0K
14,472
+0%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$99.2K
17,349
+2%
增持
CMCSA
COMCAST CORP NEW CL A
-$98.5K
40,426
+5%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$97.5K
2,606
-7%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$95.5K
8,536
+2%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$90.9K
28,306
-3%
增持
TROW
PRICE T ROWE GROUP INC COM
+$90.4K
8,905
+6%
增持
ENB
ENBRIDGE INC COM
+$89.4K
48,761
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$80.8K
5,510
-5%
减持
OBK
ORIGIN BANCORP INC COM
-$78.8K
11,313
-20%
减持
JPIE
JPMORGAN INCOME ETF
-$77.4K
4,726
-25%
减持
PEP
PEPSICO INC COM
-$73.4K
3,723
-1%
增持
GD
GENERAL DYNAMICS CORP COM
-$70.3K
1,895
+1%
减持
ABBV
ABBVIE INC COM
-$68.7K
2,204
-5%
减持
HON
HONEYWELL INTL INC COM
+$64.8K
4,877
-3%
增持
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
+$64.2K
227,898
+12%
减持
TRV
TRAVELERS COMPANIES INC COM
-$63.3K
7,838
-18%
增持
AMZN
AMAZON COM INC COM
+$63.3K
1,479
+6%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$61.6K
141,815
+2%
增持
CVX
CHEVRON CORP NEW COM
+$57.3K
9,279
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$53.8K
4,145
-5%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$34.2K
1,913
+1%
减持
MS
MORGAN STANLEY
+$33.9K
2,210
-6%
减持
YUM
YUM BRANDS INC COM
-$33.6K
3,660
-3%
建仓
HRTX
HERON THERAPEUTICS COM
+$30.6K
20,000
减持
COST
COSTCO WHSL CORP NEW COM
+$28.3K
1,339
-1%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
-$25.7K
7,042
+3%
减持
ADI
ANALOG DEVICES INC
-$24.4K
960
-3%
减持
DE
DEERE & CO COM
-$24.0K
820
-8%
增持
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
+$23.5K
6,146
+9%
减持
TFC
TRUIST FINL CORP COM
+$23.2K
41,188
-0%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$22.7K
5,074
-0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$21.6K
5,627
-0%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$19.7K
7,178
+5%
增持
APD
AIR PRODS & CHEMS INC COM
-$16.6K
3,317
+1%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$15.0K
13,826
+5%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$12.8K
4,262
+4%
增持
VO
VANGUARD MID-CAP ETF
+$11.5K
1,277
+3%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$8.1K
12,607
+1%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$2.3K
10,027
+4%
增持
COP
CONOCOPHILLIPS COM
-$1.9K
2,501
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$10
529
+2%
