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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 15增持 91减持 39清仓 5

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORPORATION COM

+$11.7M

353,704 +899%

建仓

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF

+$5.1M

47,000

增持

AAPL APPLE INC COM

+$4.4M

111,167 +0%

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

NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF

+$3.7M

127,010

增持

JNJ JOHNSON & JOHNSON COM

+$3.3M

56,956 +78%

增持

— EXXON MOBIL CORP COM

+$3.0M

141,546 +24%

增持

AVGO BROADCOM INC COM

+$2.1M

7,058 +2%

增持

AMD ADVANCED MICRO DEVICES INC COM

+$2.1M

19,991 +224%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$2.1M

181,020 +4%

增持

META META PLATFORMS INC CL A

+$2.1M

13,445 +39%

增持

CGUS CAPITAL GROUP CORE EQUITY ETF

+$2.1M

299,002 +23%

清仓

— PIONEER NAT RES CO COM

-$2.0M

0 -100%

增持

WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A

+$2.0M

53,747 +15389%

增持

GOOGL ALPHABET INC CAP STK CL A

+$2.0M

50,118 +6%

增持

NOC NORTHROP GRUMMAN CORP COM

+$1.7M

4,276 +1111%

增持

GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE

+$1.7M

58,330 +551%

增持

IVW ISHARES S&P 500 GROWTH ETF

+$1.5M

180,786 +0%

增持

IAU ISHARES GOLD TRUST

+$1.4M

275,934 +8%

增持

QTAP INNOVATOR GROWTH ACCELERATED PLUS ETF - APRIL

+$1.2M

43,460 +305%

减持

GOOG ALPHABET INC CAP STK CL C

+$1.1M

34,270 -0%

增持

NEE NEXTERA ENERGY INC COM

+$1.0M

20,982 +196%

建仓

PUI INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF

+$962.1K

27,631

建仓

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

+$957.2K

30,474

增持

SBUX STARBUCKS CORP COM

+$871.3K

26,054 +106%

增持

COST COSTCO WHSL CORP NEW COM

+$861.0K

6,172 +3%

建仓

BUFZ FT VEST LADDERED MODERATE BUFFER ETF

+$852.8K

37,385

增持

BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF

+$815.1K

200,754 +11%

增持

CVX CHEVRON CORP NEW COM

+$812.0K

39,799 +16%

增持

GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH

+$775.7K

91,290 +28%

增持

APRJ INNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL

+$749.0K

30,847 +8018%

增持

MO ALTRIA GROUP INC COM

+$727.5K

63,686 +28%

减持

CVS CVS HEALTH CORP COM

-$709.6K

11,795 -33%

减持

CRM SALESFORCE INC COM

-$707.0K

5,468 -22%

减持

IVV ISHARES CORE S&P 500 ETF

+$679.5K

37,861 -1%

减持

V VISA INC COM CL A

-$678.5K

30,760 -2%

减持

QQQ INVESCO QQQ TRUST SERIES I

+$617.8K

18,433 -0%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE ETF

+$598.3K

107,255 +19%

增持

CGBL CAPITAL GROUP CORE BALANCED ETF

+$581.1K

187,153 +9%

增持

IYW ISHARES U.S. TECHNOLOGY ETF

+$575.0K

25,523 +6%

增持

— ASTRAZENECA PLC SPONSORED ADR

+$572.7K

7,703 +1761%

清仓

EIS ISHARES MSCI ISRAEL ETF

-$563.6K

0 -100%

建仓

FBTC FIDELITY WISE ORIGIN BITCOIN FUND

+$560.6K

10,687

减持

— ACCENTURE PLC IRELAND SHS CLASS A

-$558.6K

5,893 -13%

减持

AMZN AMAZON COM INC COM

+$537.1K

80,739 -3%

减持

FXI ISHARES CHINA LARGE-CAP ETF

-$534.7K

252 -99%

减持

IJJ ISHARES S&P MID-CAP 400 VALUE ETF

-$526.3K

2,840 -60%

减持

ITB ISHARES U.S. HOME CONSTRUCTION ETF

-$525.9K

1,055 -81%

增持

SLB SCHLUMBERGER LTD COM STK

+$514.0K

23,152 +119%

减持

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

-$508.1K

10,563 -38%

减持

VLO VALERO ENERGY CORP COM

-$505.5K

26,125 -3%

增持

DMAY FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY

+$504.3K

16,821 +339%

减持

ALGN ALIGN TECHNOLOGY INC COM

-$493.4K

5,621 -0%

增持

PSTP INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF

+$488.9K

243,616 +4%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$479.9K

104,183 +13%

增持

APRH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL

+$470.8K

27,237 +235%

增持

PFF ISHARES PREFERRED & INCOME SECURITIES ETF

+$467.0K

38,053 +67%

增持

KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL

+$463.3K

22,916 +194%

减持

QTJA INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY

+$453.7K

382,935 -0%

增持

PRU PRUDENTIAL FINL INC COM

+$443.2K

16,228 +31%

增持

BALT INNOVATOR DEFINED WEALTH SHIELD ETF

+$440.5K

381,928 +1%

增持

AMT AMERICAN TOWER CORP NEW COM

+$430.8K

4,749 +91%

增持

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

+$417.3K

15,830 +86%

增持

MRK MERCK & CO INC COM

-$415.0K

53,665 +0%

增持

ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF

+$412.4K

73,912 +0%

建仓

SOLV SOLVENTUM CORP COM SHS

+$412.0K

7,792

减持

IWO ISHARES RUSSELL 2000 GROWTH ETF

-$406.1K

225 -87%

增持

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

+$405.9K

7,720 +150%

增持

TJX TJX COS INC NEW COM

+$403.1K

15,656 +20%

增持

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

+$401.6K

111,765 +8%

增持

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

+$384.7K

14,541 +7%

减持

ISRG INTUITIVE SURGICAL INC COM NEW

-$382.9K

1,523 -43%

减持

MSFT MICROSOFT CORP COM

+$382.8K

38,881 -4%

增持

MLPA GLOBAL X MLP ETF

+$379.4K

14,446 +117%

增持

PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF

+$378.7K

3,425 +513%

增持

OKE ONEOK INC NEW COM

+$372.6K

7,649 +144%

减持

ICLN ISHARES GLOBAL CLEAN ENERGY ETF

-$365.3K

2,564 -91%

增持

SLV ISHARES SILVER TRUST

+$363.5K

26,436 +77%

减持

EWY ISHARES MSCI SOUTH KOREA ETF

-$363.3K

11,021 -32%

增持

WHR WHIRLPOOL CORP COM

+$362.9K

4,230 +629%

减持

HD HOME DEPOT INC COM

-$355.5K

6,305 -4%

增持

NFLX NETFLIX INC COM

+$355.5K

3,599 +5%

增持

SCHE SCHWAB EMERGING MARKETS EQUITY ETF

+$354.8K

110,504 +8%

增持

FQAL FIDELITY QUALITY FACTOR ETF

+$354.1K

97,915 +2%

减持

DLTR DOLLAR TREE INC COM

-$353.5K

75 -97%

增持

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

+$351.4K

14,088 +33%

增持

WMT WALMART INC COM

+$346.4K

40,993 +2%

增持

VICI VICI PPTYS INC COM

+$343.5K

12,163 +7362%

增持

GLPI GAMING & LEISURE PPTYS INC COM

+$341.1K

32,012 +33%

减持

TMO THERMO FISHER SCIENTIFIC INC COM

-$338.2K

1,920 -20%

减持

IYY ISHARES DOW JONES U.S. ETF

-$332.3K

4,298 -39%

减持

KSA ISHARES MSCI SAUDI ARABIA ETF

-$331.0K

4,702 -60%

减持

QCOM QUALCOMM INC COM

+$326.1K

14,962 -5%

增持

MA MASTERCARD INCORPORATED CL A

-$325.0K

9,222 +1%

减持

UNH UNITEDHEALTH GROUP INC COM

-$323.1K

2,766 -21%

增持

EC ECOPETROL S A SPONSORED ADS

+$316.9K

109,263 +43%

增持

T AT&T INC COM

+$316.6K

177,667 +2%

增持

COP CONOCOPHILLIPS COM

-$308.1K

27,245 +1%

减持

ADBE ADOBE INC COM

+$304.7K

6,853 -1%

减持

EWD ISHARES MSCI SWEDEN ETF

-$303.2K

4,540 -63%

增持

TLT ISHARES 20 YEAR TREASURY BOND ETF

+$300.6K

49,852 +10%

增持

IEUR ISHARES CORE MSCI EUROPE ETF

+$299.8K

87,114 +8%

增持

— SUPER MICRO COMPUTER INC COM

-$294.4K

2,010 +5%

建仓

PSI INVESCO SEMICONDUCTORS ETF

+$291.8K

4,646

建仓

ICOP ISHARES COPPER AND METALS MINING ETF

+$288.9K

9,575

增持

DPZ DOMINOS PIZZA INC COM

+$288.2K

1,376 +62%

建仓

EIRL ISHARES MSCI IRELAND ETF

+$286.7K

4,452

增持

VZ VERIZON COMMUNICATIONS INC COM

+$282.3K

122,203 +8%

减持

MCD MCDONALDS CORP COM

-$280.7K

9,543 -1%

减持

PEP PEPSICO INC COM

-$277.8K

21,572 -2%

建仓

CLOI VANECK CLO ETF

+$275.9K

5,211

增持

IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF

+$273.7K

5,820 +9600%

减持

PINS PINTEREST INC CL A

+$270.4K

29,948 -1%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$270.1K

117,507 +7%

增持

CMI CUMMINS INC COM

+$269.9K

4,808 +33%

清仓

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

-$269.2K

0 -100%

减持

FHLC FIDELITY MSCI HEALTH CARE INDEX ETF

-$265.9K

16,197 -18%

清仓

EDEN ISHARES MSCI DENMARK ETF

-$262.9K

0 -100%

增持

AOR ISHARES CORE GROWTH ALLOCATION ETF

+$261.5K

10,394 +79%

增持

ABR ARBOR REALTY TRUST INC COM

+$260.9K

19,012 +2012%

增持

XLE ENERGY SELECT SECTOR SPDR FUND

+$259.6K

9,995 +45%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

+$256.7K

5,587 +6%

减持

BDJ BLACKROCK ENHANCED EQUITY DIVI COM

-$254.2K

19,694 -61%

减持

EWM ISHARES MSCI MALAYSIA ETF

-$253.0K

338 -97%

建仓

EZU ISHARES MSCI EUROZONE ETF

+$252.8K

5,178

减持

DG DOLLAR GEN CORP NEW COM

-$252.2K

493 -76%

清仓

BUFR FT CBOE VEST FUND OF BUFFER ETFS

-$251.6K

0 -100%

建仓

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

+$247.7K

17,632

增持

BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL

+$242.3K

50,745 +9%

减持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

-$240.4K

1,859 -39%

增持

BMY BRISTOL-MYERS SQUIBB CO COM

+$240.1K

18,943 +88%

减持

PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS

-$239.4K

26,026 -41%

建仓

IGF ISHARES GLOBAL INFRASTRUCTURE ETF

+$239.1K

4,990

增持

NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL

+$239.0K

7,763 +170%

增持

BINC BLACKROCK FLEXIBLE INCOME ETF

+$237.2K

5,147 +758%

增持

TTD THE TRADE DESK INC COM CL A

+$235.9K

15,751 +6%

增持

EWN ISHARES MSCI NETHERLANDS ETF

+$235.5K

12,049 +61%

增持

EOS EATON VANCE ENHANCED EQUITY IN COM

+$235.2K

145,466 +0%

增持

IAK ISHARES U.S. INSURANCE ETF

+$229.0K

2,858 +258%

建仓

QMMY FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY

+$228.2K

11,135

增持

KMB KIMBERLY-CLARK CORP COM

+$227.0K

13,401 +7%

增持

ET ENERGY TRANSFER L P COM UT LTD PTN

+$225.9K

274,095 +2%

增持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$225.7K

32,256 +3%

增持

GILD GILEAD SCIENCES INC COM

+$225.7K

15,678 +35%

增持

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

+$225.5K

4,157 +117%

增持

NUE NUCOR CORP COM

+$218.6K

1,469 +2029%

增持

PTY PIMCO CORPORATE & INCOME OPPOR COM

+$218.1K

32,121 +98%

减持

SPY SPDR S&P 500 ETF TRUST

+$214.8K

12,161 -1%

增持

ABBV ABBVIE INC COM

-$212.7K

48,020 +3%

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$211.3K

152,230 +7%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$210.1K

32,929 +15%