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Sunbelt Securities, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sunbelt Securities, Inc.
报告期 2026-03-31 · CIK 0001632932
持仓数
2,954
前50大市值合计
$878.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 30
增持 23
减持 61
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$9.7M
94,581
-38%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.6M
6,552
-81%
减持
KO
COCA COLA CO
-$4.9M
8,768
-90%
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。
清仓
—
CBTX INC
-$3.8M
0
-100%
减持
ABBV
ABBVIE INC
-$2.9M
40,222
-39%
减持
PFE
PFIZER INC
-$2.5M
66,781
-43%
减持
PEP
PEPSICO INC
-$2.5M
18,792
-43%
减持
QQQ
INVESCO QQQ TR
-$2.0M
8,080
-42%
增持
IVV
ISHARES TR
+$2.0M
28,275
+16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9M
46,906
-43%
减持
VLO
VALERO ENERGY CORP
-$1.9M
29,794
-46%
减持
CSCO
CISCO SYS INC
-$1.9M
57,618
-37%
减持
CVX
CHEVRON CORP NEW
-$1.8M
28,718
-40%
减持
QCOM
QUALCOMM INC
-$1.8M
13,877
-37%
减持
JPM
JPMORGAN CHASE & CO
-$1.7M
23,260
-27%
减持
—
EXXON MOBIL CORP
-$1.6M
79,108
-23%
增持
TLT
ISHARES TR
+$1.6M
27,363
+89%
减持
—
BLUEROCK RESIDENTIAL GWT REI
-$1.6M
39,785
-60%
减持
MPC
MARATHON PETE CORP
-$1.5M
16,945
-55%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
16,027
-27%
减持
DOW
DOW INC
-$1.4M
38,734
-39%
增持
SHY
ISHARES TR
+$1.4M
31,569
+120%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
12,959
-41%
减持
KMB
KIMBERLY-CLARK CORP
-$1.4M
16,551
-36%
减持
AVGO
BROADCOM INC
-$1.4M
5,092
-33%
减持
T
AT&T INC
-$1.3M
115,800
-32%
建仓
SOXL
DIREXION SHS ETF TR
+$1.2M
30,125
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$1.2M
9,185
-63%
减持
CVS
CVS HEALTH CORP
-$1.2M
13,676
-42%
减持
MMM
3M CO
-$1.2M
11,150
-37%
减持
LMT
LOCKHEED MARTIN CORP
-$1.1M
2,420
-57%
建仓
BBDC
BARINGS BDC INC
+$1.1M
107,573
减持
MSFT
MICROSOFT CORP
-$1.1M
26,201
-14%
增持
—
ISHARES TR
+$1.1M
66,617
+571%
减持
DVY
ISHARES TR
-$1.0M
5,803
-59%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$995.0K
46,346
-49%
清仓
PM
PHILIP MORRIS INTL INC
-$973.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$937.0K
26,361
+4%
增持
PYPL
PAYPAL HLDGS INC
+$913.0K
22,184
+55%
减持
KMI
KINDER MORGAN INC DEL
-$893.0K
124,044
-34%
减持
PRU
PRUDENTIAL FINL INC
-$863.0K
14,924
-32%
增持
AMZN
AMAZON COM INC
+$859.0K
3,210
+6%
增持
DTD
WISDOMTREE TR
+$841.0K
27,972
+82%
增持
IAU
ISHARES GOLD TR
+$807.0K
339,377
+1%
减持
BX
BLACKSTONE INC
-$775.0K
1,856
-76%
清仓
—
PREFERRED APT CMNTYS INC
-$762.0K
0
-100%
建仓
ABG
ASBURY AUTOMOTIVE GROUP INC
+$701.0K
4,262
清仓
XLF
SELECT SECTOR SPDR TR
-$700.0K
0
-100%
清仓
NZF
NUVEEN MUNICIPAL CREDIT INC
-$616.0K
0
-100%
增持
IVE
ISHARES TR
+$614.0K
27,458
+15%
增持
BABA
ALIBABA GROUP HLDG LTD
+$584.0K
17,621
+46%
清仓
WPC
WP CAREY INC
-$584.0K
0
-100%
减持
DES
WISDOMTREE TR
-$576.0K
25,206
-42%
清仓
WMB
WILLIAMS COS INC
-$573.0K
0
-100%
建仓
SHEL
SHELL PLC
+$565.0K
10,157
增持
TSLA
TESLA INC
+$549.0K
2,673
+4%
减持
WFC
WELLS FARGO CO NEW
-$526.0K
24,632
-18%
减持
—
PARAMOUNT GLOBAL
-$523.0K
66,701
-25%
清仓
CG
CARLYLE GROUP INC
-$522.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$520.0K
14,190
+144%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$504.0K
0
-100%
减持
TIP
ISHARES TR
-$502.0K
2,287
-64%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$482.0K
0
-100%
增持
IVW
ISHARES TR
+$479.0K
139,911
+3%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$478.0K
0
-100%
减持
MLPA
GLOBAL X FDS
-$462.0K
8,412
-59%
建仓
EPHE
ISHARES TR
+$440.0K
14,205
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$438.0K
13,508
减持
—
INNOVATOR ETFS TR
-$434.0K
30,063
-35%
清仓
OKE
ONEOK INC NEW
-$427.0K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$421.0K
5,299
清仓
INTC
INTEL CORP
-$418.0K
0
-100%
减持
—
LUBYS INC
-$414.0K
845,000
-0%
减持
IEUR
ISHARES TR
-$412.0K
50,774
-10%
减持
HD
HOME DEPOT INC
-$404.0K
7,114
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$403.0K
109,509
+105%
增持
SPY
SPDR S&P 500 ETF TR
+$395.0K
9,418
+8%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$394.0K
11,460
建仓
—
PROSHARES TR
+$392.0K
10,800
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$380.0K
40,787
+10%
减持
AMGN
AMGEN INC
-$373.0K
4,176
-27%
清仓
IQLT
ISHARES TR
-$370.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$360.0K
3,514
-41%
清仓
EPAM
EPAM SYS INC
-$358.0K
0
-100%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$336.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$336.0K
9,423
-25%
增持
IYE
ISHARES TR
+$335.0K
56,091
+2%
清仓
FHTX
FOGHORN THERAPEUTICS INC
-$334.0K
0
-100%
建仓
—
PROSHARES TR
+$333.0K
10,304
清仓
MKC
MCCORMICK & CO INC
-$332.0K
0
-100%
增持
PJAN
INNOVATOR ETFS TR
+$329.0K
51,516
+23%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$310.0K
8,052
建仓
RING
ISHARES INC
+$306.0K
9,800
减持
—
MONROE CAP CORP
-$299.0K
22,390
-53%
增持
SCHD
SCHWAB STRATEGIC TR
+$299.0K
30,568
+13%
减持
IP
INTERNATIONAL PAPER CO
-$298.0K
26,699
-18%
清仓
GHC
GRAHAM HLDGS CO
-$296.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$291.0K
1,575
-53%
建仓
STOT
SSGA ACTIVE TR
+$288.0K
6,038
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$286.0K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$286.0K
0
-100%
建仓
IGOV
ISHARES TR
+$284.0K
6,116
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$278.0K
0
-100%
增持
—
THE NECESSITY RETAIL REIT IN
+$278.0K
203,355
+24%
清仓
EWQ
ISHARES INC
-$277.0K
0
-100%
增持
MCD
MCDONALDS CORP
+$277.0K
7,213
+24%
减持
AEP
AMERICAN ELEC PWR CO INC
-$276.0K
2,179
-60%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$275.0K
10,619
减持
IEF
ISHARES TR
-$274.0K
4,748
-33%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$272.0K
13,328
-37%
清仓
IEMG
ISHARES INC
-$272.0K
0
-100%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$272.0K
0
-100%
建仓
RBLX
ROBLOX CORP
+$265.0K
5,511
建仓
IDGT
ISHARES TR
+$261.0K
3,510
减持
INTU
INTUIT
-$253.0K
2,007
-7%
建仓
THD
ISHARES INC
+$250.0K
3,193
清仓
KRBN
KRANESHARES TR
-$249.0K
0
-100%
建仓
COMT
ISHARES U S ETF TR
+$245.0K
5,941
减持
—
WALGREENS BOOTS ALLIANCE INC
-$243.0K
9,209
-33%
建仓
USMF
WISDOMTREE TR
+$242.0K
5,828
清仓
IYZ
ISHARES TR
-$237.0K
0
-100%
清仓
—
SPIRIT RLTY CAP INC NEW
-$235.0K
0
-100%
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$234.0K
1,140
清仓
—
GLAXOSMITHKLINE PLC
-$233.0K
0
-100%
建仓
—
WOLFSPEED INC
+$231.0K
2,000
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$227.0K
6,469
减持
NTSX
WISDOMTREE TR
-$226.0K
51,034
-9%
清仓
VICI
VICI PPTYS INC
-$225.0K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$224.0K
13,989
-17%
建仓
GD
GENERAL DYNAMICS CORP
+$221.0K
903
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$221.0K
1,872
清仓
NGG
NATIONAL GRID PLC
-$220.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$220.0K
4,191
-0%
清仓
GLW
CORNING INC
-$216.0K
0
-100%
减持
WMT
WALMART INC
-$215.0K
12,551
-17%
建仓
DBX
DROPBOX INC
+$214.0K
9,030
减持
ITW
ILLINOIS TOOL WKS INC
-$213.0K
1,258
-41%
增持
COST
COSTCO WHSL CORP NEW
+$212.0K
2,889
+4%
清仓
SYK
STRYKER CORPORATION
-$211.0K
0
-100%
建仓
—
TIMOTHY PLAN
+$210.0K
7,646
清仓
—
CEDAR FAIR L P
-$209.0K
0
-100%
建仓
IWB
ISHARES TR
+$209.0K
822
建仓
PLTM
GRANITESHARES PLATINUM TR
+$207.0K
21,208
清仓
IWN
ISHARES TR
-$206.0K
0
-100%
减持
ITB
ISHARES TR
-$206.0K
6,469
-26%
清仓
EIDO
ISHARES TR
-$206.0K
0
-100%
减持
LOW
LOWES COS INC
-$205.0K
7,363
-2%
减持
BA
BOEING CO
-$205.0K
6,672
-5%
建仓
HAL
HALLIBURTON CO
+$204.0K
5,307
减持
SHW
SHERWIN WILLIAMS CO
-$204.0K
7,095
-1%