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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 98
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
—
EXXON MOBIL CORP COM
-$64.8M
804,878
-37%
增持
NVDA
NVIDIA CORPORATION COM
+$9.9M
350,836
+2%
减持
IAU
ISHARES GOLD TRUST
-$9.5M
252,262
-32%
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。
减持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
-$5.9M
59,000
-47%
增持
AVGO
BROADCOM INC COM
+$5.5M
73,022
+7%
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.4M
36,544
+28%
减持
TSLA
TESLA INC COM
+$4.9M
35,218
-2%
增持
AAPL
APPLE INC COM
+$3.7M
118,301
+1%
增持
MSFT
MICROSOFT CORP COM
+$3.6M
70,389
+1%
清仓
JAAA
STELLUS CAP INVT CORP COM
-$3.6M
0
-100%
增持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
+$3.3M
82,713
+86%
增持
AMZN
AMAZON COM INC COM
+$3.1M
91,423
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.5M
49,167
+11%
增持
NVDY
YIELDMAX NVDA OPTION INCOME STRATEGY ETF
+$2.4M
253,374
+10%
增持
INTC
INTEL CORP COM
+$2.4M
126,828
+1480%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$2.2M
671,209
+2%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$2.2M
428,343
-14%
增持
BAPR
INNOVATOR U.S. EQUITY BUFFER ETF - APRIL
+$2.1M
48,645
+2239%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$2.0M
19,013
+487%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.8M
180,858
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$1.8M
62,951
-19%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$1.7M
41,290
+2019%
减持
PSTP
INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF
-$1.6M
262,358
-18%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$1.6M
36,303
+42%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.4M
35,481
+4%
增持
—
YIELDMAX TSLA OPTION INCOME STRATEGY ETF
+$1.3M
219,773
+1%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$1.3M
16,288
+162%
增持
QTJA
INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY
+$1.3M
186,113
+29%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.2M
56,021
+35%
建仓
—
SUNNOVA ENERGY INTL INC. COM
+$1.2M
354,000
减持
GJAN
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN
-$1.1M
2,143
-93%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$1.0M
38,891
-13%
减持
BSTP
INNOVATOR BUFFER STEP-UP STRATEGY ETF
-$1.0M
227,572
-14%
增持
T
AT&T INC COM
+$1.0M
125,601
+93%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$1.0M
107,976
+48%
增持
CVX
CHEVRON CORP NEW COM
+$981.0K
35,637
+43%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$945.5K
6,401
+403%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$930.4K
55,208
+6%
建仓
BJAN
INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY
+$904.6K
18,865
增持
EUSA
ISHARES MSCI USA EQUAL WEIGHTED ETF
+$882.7K
53,503
+19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$853.1K
9,045
-3%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$833.8K
212,948
-3%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$830.7K
284,197
+2%
增持
C
CITIGROUP INC COM NEW
+$824.2K
28,101
+73%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$817.6K
47,755
+10%
增持
BAUG
INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
+$815.0K
22,016
+546%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$811.3K
8,192
+116%
增持
KO
COCA COLA CO COM
-$809.9K
87,014
+0%
增持
VST
VISTRA CORP COM
+$806.2K
6,410
+871%
增持
DOW
DOW INC COM
+$800.4K
47,032
+51%
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$795.1K
14,158
+600%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$794.4K
20,017
+325%
减持
NUE
NUCOR CORP COM
-$791.7K
2,592
-71%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$777.6K
31,790
+73%
增持
JPM
JPMORGAN CHASE & CO. COM
+$764.0K
29,349
+15%
减持
JANH
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JANUARY
-$760.2K
5,997
-84%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$746.7K
11,651
+311%
增持
PM
PHILIP MORRIS INTL INC COM
-$739.9K
21,656
+3%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$727.2K
13,531
-48%
减持
SLV
ISHARES SILVER TRUST
-$727.2K
20,694
-50%
减持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
-$716.4K
237,062
-10%
减持
IEV
ISHARES EUROPE ETF
-$714.7K
283
-98%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$706.5K
23,572
+203%
减持
MRK
MERCK & CO INC COM
+$706.4K
78,752
-1%
减持
FTSD
FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF
-$681.9K
1,738
-81%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$665.5K
16,922
+27%
清仓
—
EAGLE POINT CREDIT COMPANY INC COM
-$655.8K
0
-100%
增持
DJUL
FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY
+$651.2K
43,854
+51%
增持
PFE
PFIZER INC COM
+$644.3K
71,237
+45%
增持
MPT
MEDICAL PPTYS TRUST INC COM
-$640.8K
408,994
+9%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$638.2K
240,929
+3%
增持
FDMO
FIDELITY MOMENTUM FACTOR ETF
+$634.3K
11,089
+424%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$622.5K
16,230
+96%
增持
V
VISA INC COM CL A
-$621.0K
22,875
+2%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$615.5K
5,003
-29%
减持
NOW
SERVICENOW INC COM
+$600.5K
2,742
-5%
减持
VRT
VERTIV HOLDINGS CO COM CL A
+$586.9K
15,533
-5%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$581.8K
14,562
+11%
建仓
—
INNOVATOR ETFS TRUST INNOV PRM INC 10
+$581.2K
23,591
增持
PRU
PRUDENTIAL FINL INC COM
+$579.5K
14,566
+42%
增持
QCOM
QUALCOMM INC COM
+$577.8K
14,776
+34%
减持
ANET
ARISTA NETWORKS INC COM SHS
+$573.9K
20,650
-6%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$571.3K
95,932
-1%
增持
EWC
ISHARES MSCI CANADA ETF
+$564.9K
14,034
+93460%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$564.8K
12,521
-31%
建仓
DEA
EASTERLY GOVT PPTYS INC COM SHS
+$558.3K
49,149
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$556.0K
107,370
+37%
增持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
+$552.0K
17,845
+266%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$550.7K
36,057
+4%
增持
IYG
ISHARES US FINANCIAL SERVICES ETF
+$550.2K
8,103
+693%
增持
WHR
WHIRLPOOL CORP COM
+$547.3K
5,430
+558%
减持
CRDT
SIMPLIFY OPPORTUNISTIC INCOME ETF
-$542.0K
7,945
-73%
增持
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$534.7K
22,244
+48%
减持
SPY
SPDR S&P 500 ETF TRUST
-$529.5K
13,874
-10%
减持
DELL
DELL TECHNOLOGIES INC CL C
+$520.2K
21,630
-0%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$517.8K
44,083
+56%
减持
FSK
FS KKR CAP CORP COM
-$513.7K
33,447
-43%
增持
IYY
ISHARES DOW JONES U.S. ETF
+$512.3K
3,818
+1427%
增持
PEP
PEPSICO INC COM
+$512.2K
20,191
+18%
减持
LUCD
LUCID DIAGNOSTICS INC COM
-$503.4K
83,999
-78%
清仓
EWG
ISHARES MSCI GERMANY ETF
-$499.7K
0
-100%
增持
MLPA
GLOBAL X MLP ETF
+$497.9K
18,046
+144%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$491.8K
22,568
+445%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$488.4K
20,086
+89%
增持
—
STELLAR BANCORP INC COM
+$488.0K
34,501
+95%
增持
VLO
VALERO ENERGY CORP COM
+$480.3K
24,598
+28%
增持
XVV
ISHARES ESG SELECT SCREENED S&P 500 ETF
+$471.9K
11,273
+1143%
增持
META
META PLATFORMS INC CL A
+$468.3K
14,218
+4%
增持
MMM
3M CO COM
+$455.8K
27,052
+31%
增持
PYPL
PAYPAL HLDGS INC COM
+$455.4K
21,457
+2%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$451.4K
246,968
+1%
增持
IBLC
ISHARES BLOCKCHAIN AND TECH ETF
+$450.7K
13,790
+1536%
增持
MPC
MARATHON PETE CORP COM
+$443.8K
18,406
+26%
减持
CRBG
COREBRIDGE FINL INC COM
-$443.6K
1,000
-93%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$438.0K
8,733
+4333%
增持
CCI
CROWN CASTLE INC COM
+$429.8K
5,770
+540%
增持
CMI
CUMMINS INC COM
+$425.9K
4,675
+22%
增持
SPGI
S&P GLOBAL INC COM
+$425.2K
959
+822%
增持
DHI
D R HORTON INC COM
+$412.7K
6,885
+59%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$412.6K
3,750
-67%
减持
WMT
WALMART INC COM
-$412.4K
41,550
-12%
增持
IYH
ISHARES U.S. HEALTHCARE ETF
+$409.5K
14,777
+99%
增持
IYK
ISHARES U.S. CONSUMER STAPLES ETF
+$397.1K
6,272
+3036%
增持
IOO
ISHARES GLOBAL 100 ETF
+$392.3K
4,317
+872%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$388.0K
22,472
-1%
增持
JANJ
INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY
+$385.1K
226,366
+6%
增持
KMB
KIMBERLY-CLARK CORP COM
+$382.6K
10,596
+50%
减持
PNNT
PENNANTPARK INVT CORP COM
-$381.9K
17,577
-76%
清仓
IAK
ISHARES U.S. INSURANCE ETF
-$377.9K
0
-100%
增持
CRM
SALESFORCE INC COM
+$371.2K
3,861
+13%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$369.0K
12,647
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$365.8K
12,921
+0%
增持
UAE
ISHARES MSCI UAE ETF
+$362.4K
22,343
+6926%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$359.0K
80,303
+5%
清仓
XMMO
MCCORMICK & CO INC COM NON VTG
-$355.6K
0
-100%
建仓
EPR
EPR PPTYS COM SH BEN INT
+$354.2K
8,000
减持
GLD
SPDR GOLD SHARES
-$354.0K
2,552
-24%
增持
PG
PROCTER AND GAMBLE CO COM
+$353.1K
68,397
+5%
减持
COST
COSTCO WHSL CORP NEW COM
-$350.2K
6,957
-2%
增持
FJUL
FT VEST U.S. EQUITY BUFFER ETF - JULY
+$349.6K
13,756
+102%
清仓
ATO
ATMOS ENERGY CORP COM
-$348.3K
0
-100%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$348.0K
57,063
-2%
增持
GILD
GILEAD SCIENCES INC COM
+$347.3K
16,680
+57%
清仓
EIS
ISHARES MSCI ISRAEL ETF
-$340.2K
0
-100%
增持
LLY
ELI LILLY & CO COM
+$337.7K
2,363
+31%
增持
ORCL
ORACLE CORP COM
+$335.7K
9,410
+7%
增持
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$333.7K
5,056
+151%
减持
GDEC
FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER
-$331.9K
15,462
-40%
增持
OXY
OCCIDENTAL PETE CORP COM
+$329.0K
11,931
+126%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$328.6K
11,099
+2%
