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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 30增持 70减持 44清仓 6

方向

标的

Δ市值

现股数(环比)

增持

TIP ISHARES TIPS BOND ETF

+$6.7M

64,897 +1412%

增持

PSTP INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF

+$6.0M

247,542 +1506%

增持

MSFT MICROSOFT CORP COM

+$5.2M

41,766

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

QTJA INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY

+$4.7M

246,813

减持

— ENCORE WIRE CORP COM

+$3.4M

80,674 -2%

增持

BALT INNOVATOR DEFINED WEALTH SHIELD ETF

+$3.1M

275,142 +69%

增持

XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY

+$3.1M

147,860 +929%

减持

AAPL APPLE INC COM

+$3.1M

98,105 -1%

减持

XTOC INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER

-$2.6M

157,103 -46%

增持

AMZN AMAZON COM INC COM

+$2.4M

85,868 +13%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$2.4M

78,982 +79%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$2.1M

137,764 +14%

建仓

NOC NORTHROP GRUMMAN CORP COM

+$1.9M

4,169

减持

PGX INVESCO PREFERRED ETF

-$1.9M

27,843 -86%

增持

IAU ISHARES GOLD TRUST

+$1.8M

335,880 +7%

减持

PSEP INNOVATOR S&P 500 POWER BUFFER ETF - SEPTEMBER

-$1.7M

13,459 -82%

增持

HDV ISHARES CORE HIGH DIVIDEND ETF

+$1.6M

25,048 +193%

减持

NVDA NVIDIA CORPORATION COM

+$1.6M

23,374 -29%

增持

IVW ISHARES S&P 500 GROWTH ETF

+$1.5M

175,784 +8%

增持

TSLA TESLA INC COM

+$1.5M

15,076 +32%

增持

QQQ INVESCO QQQ TRUST

+$1.5M

18,977 +13%

增持

GOOG ALPHABET INC CAP STK CL C

+$1.4M

27,854 +69%

减持

SCHF SCHWAB INTERNATIONAL EQUITY ETF

-$1.3M

8,245 -83%

增持

ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF

+$1.2M

52,296 +75%

建仓

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK

+$1.2M

48,000

减持

XBOC INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER

-$1.1M

128,745 -30%

减持

JNJ JOHNSON & JOHNSON COM

-$1.1M

34,938 -5%

增持

NEE NEXTERA ENERGY INC COM

+$1.1M

29,173 +108%

建仓

EXE CHESAPEAKE ENERGY CORP COM

+$1.0M

13,476

增持

LMT LOCKHEED MARTIN CORP COM

+$969.3K

4,008 +110%

增持

SPY SPDR S&P 500 ETF TRUST

+$939.8K

12,385 +17%

增持

GOOGL ALPHABET INC CAP STK CL A

+$924.1K

53,026 +6%

增持

KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY

+$819.0K

56,861 +87%

增持

IVE ISHARES S&P 500 VALUE ETF

+$811.4K

38,445 +13%

建仓

ASAN ASANA INC CL A

+$793.1K

39,554

减持

IVV ISHARES CORE S&P 500 ETF

+$770.5K

36,880 -0%

减持

EFA ISHARES MSCI EAFE ETF

-$766.8K

8,772 -59%

减持

SHW SHERWIN WILLIAMS CO COM

-$719.7K

4,330 -38%

建仓

RIO RIO TINTO PLC SPONSORED ADR

+$702.6K

10,315

增持

VLO VALERO ENERGY CORP COM

+$691.2K

31,720 +10%

增持

FJAN FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY

+$675.8K

25,690 +297%

增持

AVGO BROADCOM INC COM

+$647.2K

5,564 +8%

清仓

— MAIDEN HOLDINGS LTD

-$633.0K

0 -100%

增持

CII BLACKROCK ENHANCD CAP & INM FD COM

+$618.6K

63,935 +110%

清仓

— PROSHARES TR

-$612.8K

0 -100%

增持

MRK MERCK & CO INC COM

+$582.7K

15,874 +60%

增持

C CITIGROUP INC COM NEW

+$580.2K

42,814 +39%

增持

IJJ ISHARES S&P MID-CAP 400 VALUE ETF

+$568.4K

7,745 +266%

建仓

ICAP INFRACAP EQUITY INCOME FUND ETF

+$555.5K

23,440

减持

— PROSHARES SHORT QQQ

-$554.0K

6,467 -85%

减持

QTOC INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER

-$541.6K

71,224 -36%

增持

EOS EATON VANCE ENHANCED EQUITY IN COM

+$532.7K

110,831 +47%

减持

ALGN ALIGN TECHNOLOGY INC COM

-$532.5K

207 -93%

建仓

TDOC TELADOC HEALTH INC COM

+$531.7K

21,766

减持

META META PLATFORMS INC CL A

+$525.1K

11,423 -26%

减持

— INNOVATOR TRIPLE STACKER ETF - JANUARY

-$519.7K

6,616 -77%

增持

ADBE ADOBE SYSTEMS INCORPORATED COM

+$513.0K

7,872 +6%

增持

EPD ENTERPRISE PRODS PARTNERS L P COM

+$505.3K

139,948 +9%

建仓

PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS

+$494.5K

39,754

减持

IUSV ISHARES CORE S&P US VALUE ETF

-$493.0K

10,031 -42%

减持

ROST ROSS STORES INC COM

-$489.3K

5,457 -40%

增持

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

+$474.6K

10,216 +102%

减持

BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER

-$469.7K

810 -95%

增持

BAC BANK AMERICA CORP COM

+$468.7K

68,137 +55%

增持

IEUR ISHARES CORE MSCI EUROPE ETF

+$463.2K

79,963 +2%

减持

IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY

-$458.1K

2,658 -87%

增持

EEM ISHARES MSCI EMERGING MARKETS ETF

+$442.9K

43,909 +29%

建仓

STWD STARWOOD PPTY TR INC COM

+$442.9K

25,763

建仓

MCHI ISHARES MSCI CHINA ETF

+$442.6K

8,785

建仓

DVN DEVON ENERGY CORP NEW COM

+$441.7K

8,860

增持

SHOP SHOPIFY INC CL A

+$431.6K

16,634 +69%

增持

— LAM RESEARCH CORP COM

+$425.9K

1,616 +57%

建仓

EWH ISHARES MSCI HONG KONG ETF

+$418.9K

20,287

增持

NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY

+$418.2K

29,355 +47%

增持

PFE PFIZER INC COM

-$409.6K

70,815 +11%

增持

ABBV ABBVIE INC COM

+$403.7K

43,535 +9%

减持

FENY FIDELITY MSCI ENERGY INDEX ETF

-$400.6K

41,458 -25%

减持

KMI KINDER MORGAN INC DEL COM

-$392.2K

132,635 -11%

增持

IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF

+$391.5K

10,685 +144%

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$387.7K

66,855 +1%

减持

PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL

-$384.9K

2,318 -86%

减持

UNH UNITEDHEALTH GROUP INC COM

-$371.9K

4,567 -4%

增持

MPC MARATHON PETE CORP COM

+$344.7K

17,252 +2%

减持

DGRO ISHARES CORE DIVIDEND GROWTH ETF

-$342.0K

96,775 -6%

清仓

— SVB FINANCIAL GROUP

-$341.8K

0 -100%

建仓

RING ISHARES MSCI GLOBAL GOLD MINERS ETF

+$331.3K

13,119

增持

EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY

+$329.6K

24,832 +83%

减持

FNCL FIDELITY MSCI FINANCIALS INDEX ETF

-$327.1K

7,079 -47%

建仓

— ISHARES 25 YEAR TREASURY STRIPS BOND ETF

+$326.6K

24,266

增持

TTD THE TRADE DESK INC COM CL A

+$322.4K

15,658 +13%

清仓

RNG RINGCENTRAL INC

-$322.1K

0 -100%

建仓

BSM BLACK STONE MINERALS L P COM UNIT

+$321.4K

20,800

建仓

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$315.3K

6,264

增持

QCOM QUALCOMM INC COM

+$310.8K

16,858 +1%

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$308.4K

101,558 +6%

建仓

SRE SEMPRA COM

+$307.4K

2,056

增持

SCHM SCHWAB U.S. MID-CAP ETF

+$307.1K

65,841 +6%

增持

NOW SERVICENOW INC COM

+$303.9K

3,717 +8%

增持

FAUG FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUST

+$299.8K

15,224 +111%

增持

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

+$299.6K

36,639 +23%

增持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

+$288.0K

9,103 +10%

建仓

TSLX SIXTH STREET SPECIALTY LENDING COM

+$287.9K

15,830

建仓

SYK STRYKER CORPORATION COM

+$286.7K

1,021

建仓

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

+$281.5K

4,558

减持

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

-$276.1K

3,868 -44%

增持

TGT TARGET CORP COM

+$271.4K

4,328 +53%

建仓

FXN FIRST TRUST ENERGY ALPHADEX FUND

+$270.4K

17,659

减持

PRU PRUDENTIAL FINL INC COM

-$267.9K

14,387 -1%

增持

ET ENERGY TRANSFER L P COM UT LTD PTN

+$263.5K

177,471 +8%

建仓

— PROSHARES ULTRAPRO SHORT QQQ

+$262.8K

8,511

建仓

MCK MCKESSON CORP COM

+$262.3K

733

减持

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF

-$259.8K

31,821 -7%

减持

FTNT FORTINET INC COM

+$258.3K

20,209 -8%

增持

SCHE SCHWAB EMERGING MARKETS EQUITY ETF

+$257.5K

69,493 +13%

增持

CVX CHEVRON CORP NEW COM

+$256.7K

32,112 +16%

减持

UPS UNITED PARCEL SERVICE INC CL B

+$256.7K

16,414 -1%

增持

CGUS CAPITAL GROUP CORE EQUITY ETF

+$253.6K

41,447 +30%

减持

HD HOME DEPOT INC COM

-$253.3K

7,057 -2%

减持

PNOV INNOVATOR S&P 500 POWER BUFFER ETF - NOVEMBER

-$251.5K

1,533 -85%

增持

IYW ISHARES U.S. TECHNOLOGY ETF

+$247.7K

13,178 +3%

清仓

PBJ INVESCO EXCHANGE TRADED FD T

-$247.5K

0 -100%

增持

FSK FS KKR CAP CORP COM

+$247.5K

37,271 +49%

增持

SBUX STARBUCKS CORP COM

+$246.8K

11,525 +24%

增持

CVS CVS HEALTH CORP COM

-$245.2K

14,442 +2%

增持

PINS PINTEREST INC CL A

+$242.3K

25,024 +46%

增持

PEP PEPSICO INC COM

+$240.9K

19,500 +7%

减持

PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST

-$239.0K

1,842 -82%

减持

PSX PHILLIPS 66 COM

-$235.5K

1,703 -56%

建仓

OCSL OAKTREE SPECIALTY LENDING CORP COM

+$234.2K

12,612

增持

COP CONOCOPHILLIPS COM

+$233.0K

26,611 +30%

增持

PG PROCTER AND GAMBLE CO COM

+$232.1K

18,192 +13%

建仓

HYD VANECK HIGH YIELD MUNI ETF

+$230.6K

4,481

增持

DOW DOW INC COM

+$228.4K

41,058 +4%

清仓

IDGT ISHARES TR

-$227.4K

0 -100%

增持

EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF

+$227.0K

32,654 +8%

减持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$226.5K

2,007 -54%

建仓

PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF

+$225.2K

5,299

减持

NEO NEOGENOMICS INC COM NEW

-$224.9K

2,393 -92%

减持

KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY

-$223.2K

15,780 -37%

建仓

GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI

+$222.8K

13,850

减持

SOXX ISHARES SEMICONDUCTOR ETF

+$222.0K

3,017 -6%

增持

FALN ISHARES FALLEN ANGELS USD BOND ETF

+$221.3K

22,538 +63%

减持

BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY

-$218.7K

250 -97%

减持

KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER

-$217.4K

30,483 -23%

减持

IJK ISHARES S&P MID-CAP 400 GROWTH ETF

-$216.3K

53,577 -8%

增持

ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A

+$212.9K

2,088 +24%

增持

MMM 3M CO COM

-$212.7K

13,473 +1%

建仓

GLPI GAMING & LEISURE PPTYS INC COM

+$211.2K

4,148

减持

LOW LOWES COS INC COM

-$210.2K

6,686 -11%

建仓

MSCI MSCI INC COM

+$210.2K

383