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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 150 项建仓 18增持 86减持 43清仓 3

方向

标的

Δ市值

现股数(环比)

增持

— EXXON MOBIL CORP COM

+$65.6M

1,349,819 +68%

增持

IAU ISHARES GOLD TRUST

+$18.2M

422,045 +67%

减持

NVDA NVIDIA CORPORATION COM

+$15.6M

336,115 -4%

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。

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF

增持

PLTR PALANTIR TECHNOLOGIES INC CL A

+$10.2M

81,857 +30%

增持

AVGO BROADCOM INC COM

+$10.1M

81,887 +12%

增持

QQQ INVESCO QQQ TRUST SERIES I

+$9.2M

36,999 +45%

增持

MSFT MICROSOFT CORP COM

+$9.0M

74,672 +6%

增持

SPY SPDR S&P 500 ETF TRUST

+$7.6M

23,603 +70%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$6.0M

20,040 +122%

建仓

JAAA JANUS HENDERSON AAA CLO ETF

+$5.7M

112,603

建仓

QGRW WISDOMTREE U.S. QUALITY GROWTH FUND

+$4.8M

83,421

建仓

VFLO VICTORYSHARES FREE CASH FLOW ETF

+$4.7M

125,903

增持

IVW ISHARES S&P 500 GROWTH ETF

+$4.2M

186,955 +3%

减持

TSLA TESLA INC COM

-$4.1M

22,870 -35%

建仓

GFLW VICTORYSHARES FREE CASH FLOW GROWTH ETF

+$3.8M

133,628

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$3.8M

704,287 +5%

增持

GOOG ALPHABET INC CAP STK CL C

+$3.6M

42,586 +20%

增持

FHEQ FIDELITY HEDGED EQUITY ETF

+$3.6M

130,371 +711%

减持

GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER

-$3.5M

6,444 -94%

增持

PSTP INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF

+$3.5M

341,300 +30%

增持

AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF

+$3.4M

35,455 +6490%

建仓

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST

+$3.1M

34,577

增持

DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY

+$2.9M

68,808 +926%

增持

PM PHILIP MORRIS INTL INC COM

+$2.8M

33,447 +54%

建仓

RWL INVESCO S&P 500 REVENUE ETF

+$2.8M

25,353

增持

IEFA ISHARES CORE MSCI EAFE ETF

+$2.8M

108,732 +13%

增持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

+$2.8M

24,193 +131%

增持

DGRO ISHARES CORE DIVIDEND GROWTH ETF

+$2.7M

113,597 +39%

增持

BX BLACKSTONE INC COM

+$2.7M

29,358 +118%

增持

GS GOLDMAN SACHS GROUP INC COM

+$2.6M

3,896 +333%

增持

META META PLATFORMS INC CL A

+$2.4M

14,636 +3%

减持

INTC INTEL CORP COM

-$2.4M

4,641 -96%

增持

APP APPLOVIN CORP COM CL A

+$2.3M

3,681 +304%

增持

MKL MARKEL GROUP INC COM

+$2.2M

1,298 +673%

增持

AAPL APPLE INC COM

+$2.2M

124,816 +6%

增持

IUSG ISHARES CORE S&P U.S. GROWTH ETF

+$2.1M

19,397 +154%

增持

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

+$2.1M

308,311 +30%

建仓

CRWV COREWEAVE INC COM CL A

+$2.1M

15,151

建仓

WCBR WISDOMTREE CYBERSECURITY FUND

+$2.1M

65,713

增持

VOO VANGUARD S&P 500 ETF

+$2.1M

4,305 +302%

减持

BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL

-$2.1M

2,080 -96%

减持

NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF

-$2.0M

231,611 -9%

建仓

FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF

+$2.0M

62,850

减持

ANET ARISTA NETWORKS INC COM SHS

-$1.9M

2,304 -89%

增持

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

+$1.9M

46,903 +413%

减持

IVV ISHARES CORE S&P 500 ETF

-$1.9M

29,296 -20%

增持

GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY

+$1.9M

100,586 +69%

建仓

EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF

+$1.9M

50,007

增持

BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF

+$1.9M

258,902 +14%

减持

AMD ADVANCED MICRO DEVICES INC COM

-$1.8M

3,149 -83%

建仓

QCJL FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY

+$1.7M

74,989

增持

KO COCA COLA CO COM

+$1.7M

107,709 +24%

增持

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

+$1.7M

100,611 +64%

增持

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$1.7M

6,802 +25%

减持

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

-$1.7M

2,080 -95%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$1.7M

489,396 +14%

建仓

FLOC FLOWCO HLDGS INC COM CL A

+$1.6M

110,007

增持

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

+$1.6M

215,086 +21%

增持

AXP AMERICAN EXPRESS CO COM

+$1.6M

7,083 +183%

增持

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

+$1.6M

35,171 +160%

减持

VRT VERTIV HOLDINGS CO COM CL A

-$1.6M

1,338 -91%

增持

FQAL FIDELITY QUALITY FACTOR ETF

+$1.6M

108,252 +8%

增持

WMT WALMART INC COM

+$1.5M

51,224 +23%

增持

SCM STELLUS CAP INVT CORP COM

+$1.5M

146,133 +391%

增持

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

+$1.5M

47,710 +689%

增持

V VISA INC COM CL A

+$1.4M

25,411 +11%

建仓

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

+$1.4M

9,282

减持

MRK MERCK & CO INC COM

-$1.4M

76,635 -3%

减持

JPM JPMORGAN CHASE & CO. COM

+$1.4M

26,673 -9%

清仓

— WALGREENS BOOTS ALLIANCE INC COM

-$1.4M

0 -100%

增持

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

+$1.4M

18,199 +25%

减持

AMZN AMAZON COM INC COM

-$1.3M

85,223 -7%

减持

VZ VERIZON COMMUNICATIONS INC COM

-$1.3M

67,830 -37%

增持

MCO MOODYS CORP COM

+$1.3M

2,900 +2716%

减持

IYE ISHARES U.S. ENERGY ETF

-$1.3M

9,608 -76%

减持

— YIELDMAX TSLA OPTION INCOME STRATEGY ETF

-$1.3M

192,097 -13%

增持

WMB WILLIAMS COS INC COM

+$1.3M

20,654 +2906%

减持

PG PROCTER AND GAMBLE CO COM

-$1.3M

66,404 -3%

减持

C CITIGROUP INC COM NEW

-$1.2M

7,306 -74%

增持

SCHW SCHWAB CHARLES CORP COM

+$1.2M

21,174 +98%

增持

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

+$1.2M

40,477 +11%

清仓

— SUNNOVA ENERGY INTL INC. COM

-$1.2M

0 -100%

增持

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF

+$1.2M

32,704 +63%

增持

GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN

+$1.2M

30,933 +1343%

减持

COST COSTCO WHSL CORP NEW COM

-$1.2M

5,591 -20%

增持

SCHE SCHWAB EMERGING MARKETS EQUITY ETF

+$1.2M

122,552 +13%

减持

T AT&T INC COM

-$1.2M

59,213 -53%

减持

CVX CHEVRON CORP NEW COM

-$1.2M

25,602 -28%

增持

IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF

+$1.2M

44,213 +28%

减持

QTJA INNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY

-$1.2M

121,055 -35%

增持

ARCC ARES CAPITAL CORP COM

+$1.2M

124,473 +97%

增持

NFLX NETFLIX INC COM

+$1.1M

3,650 +1%

增持

AMT AMERICAN TOWER CORP NEW COM

+$1.1M

10,701 +114%

减持

ABBV ABBVIE INC COM

+$1.1M

40,574 -13%

增持

IBM INTERNATIONAL BUSINESS MACHS COM

+$1.1M

14,061 +9%

增持

HDV ISHARES CORE HIGH DIVIDEND ETF

+$1.1M

44,815 +15%

增持

MCD MCDONALDS CORP COM

+$1.1M

13,385 +31%

建仓

GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF

+$1.1M

20,968

减持

DVY ISHARES SELECT DIVIDEND ETF

-$1.1M

7,330 -55%

增持

GLD SPDR GOLD SHARES

+$1.1M

4,706 +84%

增持

GEV GE VERNOVA INC COM

+$1.0M

2,389 +82%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

+$1.0M

7,657 +36%

减持

UPS UNITED PARCEL SERVICE INC CL B

-$979.0K

13,826 -18%

增持

HSY HERSHEY CO COM

+$975.8K

7,051 +248%

增持

EPI WISDOMTREE INDIA EARNINGS FUND

+$971.5K

22,489 +4416%

减持

AUPH AURINIA PHARMACEUTICALS INC COM

-$968.7K

2,453 -98%

建仓

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

+$954.9K

9,272

增持

SCHM SCHWAB U.S. MID-CAP ETF

+$937.7K

262,523 +6%

增持

FDVV FIDELITY HIGH DIVIDEND ETF

+$927.3K

31,825 +88%

增持

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$923.2K

10,184 +56%

增持

SPHQ INVESCO S&P 500 QUALITY ETF

+$922.3K

13,077 +2326%

增持

FIX COMFORT SYS USA INC COM

+$917.2K

1,571 +76%

增持

GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY

+$916.4K

106,288 +17%

清仓

BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY

-$904.6K

0 -100%

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$893.0K

295,425 +4%

减持

DOW DOW INC COM

-$888.6K

43,559 -7%

增持

PLTY YIELDMAX PLTR OPTION INCOME STRATEGY ETF

+$876.4K

13,573 +10029%

建仓

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF

+$867.7K

16,613

增持

FBCG FIDELITY BLUE CHIP GROWTH ETF

+$864.7K

32,189 +73%

增持

GLPI GAMING & LEISURE PPTYS INC COM

+$842.3K

53,195 +56%

增持

CRBG COREBRIDGE FINL INC COM

+$832.3K

26,903 +2590%

减持

IUSV ISHARES CORE S&P US VALUE ETF

-$829.2K

40,526 -23%

减持

IWD ISHARES RUSSELL 1000 VALUE ETF

-$828.9K

1,749 -73%

减持

ORCL ORACLE CORP COM

+$822.6K

8,500 -10%

增持

WM WASTE MGMT INC DEL COM

+$819.0K

4,634 +357%

增持

FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF

+$816.2K

110,383 +11%

增持

XLK TECHNOLOGY SELECT SECTOR SPDR FUND

+$809.6K

12,029 +8%

建仓

FCNCA FIRST CTZNS BANCSHARES INC DEL CL A

+$808.7K

452

增持

CRGY CRESCENT ENERGY COMPANY CL A COM

+$807.0K

136,999 +382%

增持

BALT INNOVATOR DEFINED WEALTH SHIELD ETF

+$806.8K

428,335 +2%

增持

GE GE AEROSPACE COM NEW

+$799.4K

5,162 +14%

减持

IYW ISHARES U.S. TECHNOLOGY ETF

+$794.6K

22,360 -0%

减持

BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST

-$792.7K

3,406 -85%

减持

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

-$791.1K

5,828 -57%

减持

LRCX LAM RESEARCH CORP COM NEW

+$787.1K

12,967 -1%

建仓

BDYN ISHARES DYNAMIC EQUITY ACTIVE ETF

+$786.9K

31,092

增持

HOMB HOME BANCSHARES INC COM

+$785.3K

38,604 +256%

减持

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF

+$784.7K

14,189 -6%

增持

ORLY OREILLY AUTOMOTIVE INC COM

+$781.2K

14,296 +2130%

减持

— STELLAR BANCORP INC COM

-$771.5K

6,808 -80%

减持

— LYONDELLBASELL INDUSTRIES N V SHS - A -

-$770.8K

8,862 -45%

减持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

-$760.9K

3,589 -56%

减持

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$753.9K

2,210 -84%

减持

MPC MARATHON PETE CORP COM

-$753.4K

9,413 -49%

减持

VST VISTRA CORP COM

-$752.6K

669 -90%

增持

MU MICRON TECHNOLOGY INC COM

+$752.0K

8,061 +14%

减持

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF

-$735.0K

7,073 -70%

增持

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

+$717.4K

25,501 +137%

增持

VUG VANGUARD GROWTH ETF

+$711.9K

5,367 +18%