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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 135 项
建仓 9
增持 86
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSTR
MICROSTRATEGY INC CL A NEW
+$2.9M
15,000
+36%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.9M
222,039
+1%
增持
MSFT
MICROSOFT CORP COM
+$1.8M
14,037
+2%
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。
建仓
ES
EVERSOURCE ENERGY COM
+$1.6M
24,404
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$1.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$1.5M
25,631
+9%
建仓
GIS
GENERAL MLS INC COM
+$1.3M
26,023
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.3M
17,695
+3%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.3M
227,579
+3%
建仓
EME
EMCOR GROUP INC
+$1.1M
2,083
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.1M
52,459
+2%
减持
OBK
ORIGIN BANCORP INC COM
-$823.8K
83,432
-24%
清仓
DAL
DELTA AIR LINES INC DEL COM NEW
-$819.7K
0
-100%
减持
JPM
JP MORGAN
+$732.3K
27,384
-7%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$707.6K
170,033
+3%
增持
—
TIDAL TRUST II YIELDMAX MSTR OPTION INCOME STRATEGY ETF
+$701.9K
50,000
+150%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$657.0K
23,034
-67%
增持
AMZN
AMAZON COM INC COM
+$612.4K
13,022
+10%
清仓
TCBI
TEXAS CAP BANCSHARES INC COM
-$602.5K
0
-100%
增持
WMT
WALMART INC COM
+$585.6K
33,586
+9%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$564.9K
54,326
+1%
增持
CAT
CATERPILLAR INC COM
+$553.2K
7,643
+4%
增持
AXP
AMERICAN EXPRESS CO COM
+$525.0K
9,577
+2%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$498.6K
2,655
+5%
增持
DIS
DISNEY WALT CO COM
+$451.1K
13,757
+8%
增持
FHN
FIRST HORIZON CORPORATION COM
+$446.2K
43,138
+79%
增持
—
EXXON MOBIL CORP COM
+$416.3K
68,397
+17%
增持
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
+$414.9K
242,344
+1%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$403.3K
24,141
+18%
增持
CSCO
CISCO SYS INC COM
+$399.3K
38,591
+5%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$352.3K
97,619
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$344.8K
14,331
+2%
建仓
BFST
BUSINESS FIRST BANCSHARES INC COM
+$319.2K
12,949
增持
RTX
RTX CORPORATION COM
+$286.3K
16,507
+3%
增持
CVX
CHEVRON CORP NEW COM
-$283.6K
19,093
+6%
增持
WFC
WELLS FARGO CO NEW COM
+$263.8K
28,949
+1%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$256.0K
13,337
+2%
清仓
SOC
SABLE OFFSHORE CORP COM SHS
-$253.7K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC COM
+$246.2K
1,352
增持
TXN
TEXAS INSTRS INC COM
+$243.7K
6,240
+7%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$237.9K
9,714
+9%
增持
META
META PLATFORMS INC CL A
+$235.8K
1,330
+3%
清仓
LOW
LOWES COS INC COM
-$222.0K
0
-100%
减持
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
-$219.6K
9,918
-25%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$218.8K
720
减持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
-$214.6K
126,410
-1%
建仓
NFLX
NETFLIX INC COM
+$214.3K
160
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$211.7K
6,354
-37%
减持
AVGO
BROADCOM INC COM
+$203.9K
2,113
-7%
增持
TFC
TRUIST FINANCIAL CORPORATION COM
+$203.2K
44,536
+7%
减持
LLY
ELI LILLY & CO COM
-$201.6K
4,239
-0%
建仓
FITB
FIFTH THIRD BANCORP COM
+$200.1K
4,864
减持
GNMA
ISHARES GNMA BOND ETF
-$198.4K
18,195
-20%
增持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$195.0K
14,024
+6%
增持
HON
HONEYWELL INTL INC COM
+$184.5K
5,514
+6%
减持
HII
HUNTINGTON INGALLS INDS INC COM
+$182.4K
5,019
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$180.5K
1,718
+40%
减持
SLQD
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$172.8K
35,240
-9%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$157.1K
1,961
+3%
增持
SPY
SPDR S&P 500 ETF TRUST
+$153.1K
680
+43%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$148.1K
14,607
+5%
增持
NKE
NIKE INC CL B
+$146.7K
11,024
+10%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$139.0K
649
-0%
增持
BDX
BECTON DICKINSON & CO COM
-$138.4K
4,649
+13%
增持
GPC
GENUINE PARTS CO COM
+$134.9K
15,013
+6%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$128.1K
28,670
-9%
增持
TRV
TRAVELERS COMPANIES INC COM
+$127.6K
9,151
+4%
增持
AMGN
AMGEN INC COM
-$120.1K
4,734
+2%
建仓
CRVS
CORVUS PHARMACEUTICALS INC COM
+$120.0K
30,000
增持
CRM
SALESFORCE COM INC
+$119.3K
5,426
+7%
减持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$114.4K
386,701
-3%
增持
V
VISA INC COM CL A
+$114.0K
7,519
+2%
增持
TSLA
TESLA INC COM
+$112.2K
1,369
+10%
清仓
—
U S TREAS SEC STRIPPED INT PMT 0pcnt 02/15/2027
-$111.5K
0
-100%
增持
TROW
T ROWE PRICE GROUP INC
+$107.9K
10,179
+7%
减持
BLK
BLACKROCK INC COM
+$105.7K
1,250
-2%
增持
ENB
ENBRIDGE INC COM
+$105.7K
49,688
+3%
增持
COST
COSTCO WHSL CORP NEW COM
+$98.2K
1,431
+3%
减持
IJK
ISHARES S&P MIDCAP 400 GROWTH ETF
+$93.4K
13,873
-1%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$92.0K
23,130
-4%
增持
HD
HOME DEPOT INC COM
+$85.4K
4,772
+5%
增持
EIX
EDISON INTL COM
-$83.3K
19,158
+5%
增持
DXCM
DEXCOM INC COM
+$81.1K
3,401
+8%
增持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
+$80.6K
8,367
+23%
增持
—
MEDTRONIC PLC SHS
+$80.3K
34,595
+6%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$80.0K
13,002
+6%
增持
EFA
ISHARES MSCI EAFE ETF
+$79.8K
8,288
+2%
减持
DOW
DOW INC COM
-$79.4K
9,036
-1%
增持
AAPL
APPLE INC COM
+$74.0K
35,656
+9%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$73.3K
26,817
-6%
增持
MS
MORGAN STANLEY COM NEW
+$66.4K
2,604
+1%
增持
TGT
TARGET CORP COM
+$65.9K
17,682
+10%
增持
PG
PROCTER AND GAMBLE CO COM
+$65.8K
9,691
+12%
增持
T
AT&T INC COM
+$60.8K
10,561
+22%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$60.6K
8,633
+4%
增持
UNP
UNION PAC CORP COM
+$60.1K
7,544
+6%
增持
JNJ
JOHNSON & JOHNSON COM
-$58.5K
19,267
+6%
减持
GEL
GENESIS ENERGY L P UNIT LTD PARTN
+$58.3K
39,960
-1%
增持
CMCSA
COMCAST CORP NEW CL A
+$57.2K
52,359
+7%
增持
GSK
GSK PLC ADR
+$57.1K
56,848
+4%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$55.2K
4,585
-10%
减持
IWP
ISHARES TR RUS MD CP GR ETF
+$51.1K
2,800
-2%
减持
PKG
PACKAGING CORP OF AMERICA
-$50.2K
2,800
-4%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$46.0K
296,781
-1%
增持
ADI
ANALOG DEVICES INC COM
+$42.6K
1,167
+0%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
+$42.6K
89,305
+0%
增持
ABBV
ABBVIE INC COM
-$41.5K
2,352
+3%
增持
PFE
PFIZER INC COM
+$41.0K
104,019
+6%
减持
NEE
NEXTERA ENERGY INC
-$38.8K
5,950
-7%
增持
GILD
GILEAD SCIENCES INC COM
+$31.9K
10,824
+4%
增持
DVY
ISHARES SELECT DIVIDEND ETF
-$31.2K
23,797
+0%
增持
AMLP
ALERIAN MLP ETF
-$31.1K
14,102
+2%
增持
MRK
MERCK & CO INC
-$30.0K
22,983
+12%
增持
PEP
PEPSICO INC COM
-$29.7K
3,726
+7%
增持
COP
CONOCOPHILLIPS COM
-$29.4K
3,088
+6%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$28.4K
18,069
+2%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$27.3K
6,360
+0%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$25.0K
62,468
+0%
减持
GD
GENERAL DYNAMICS CORP COM
+$25.0K
1,952
-2%
减持
VO
VANGUARD MID-CAP ETF
+$24.8K
1,232
-0%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$22.3K
98,082
+4%
减持
BAC
BANK AMERICA CORP COM
-$21.5K
12,816
-15%
增持
PAGP
PLAINS GP HLDGS L P LTD PARTNR INT A
-$18.8K
66,256
+8%
增持
MA
MASTERCARD INC
+$12.5K
708
+1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$11.0K
16,196
+10%
减持
QCOM
QUALCOMM INC COM
-$10.5K
6,155
-5%
增持
KO
COCA COLA CO COM
+$8.9K
58,388
+1%
减持
DE
DEERE & CO COM
-$8.6K
739
-10%
减持
NUE
NUCOR CORP COM
+$6.7K
2,311
-5%
减持
ABT
ABBOTT LABS COM
+$4.3K
1,697
-1%
减持
NVS
NOVARTIS AG SPONSORED ADR
+$3.9K
2,670
-7%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$3.1K
136,845
-0%
增持
SO
SOUTHERN CO COM
+$2.9K
5,040
+1%
增持
YUM
YUM BRANDS INC COM
+$1.8K
3,778
+7%
增持
APD
AIR PRODS & CHEMS INC COM
+$996
3,639
+5%
