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Stegent Equity Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Stegent Equity Advisors, Inc.
报告期 2026-03-31 · CIK 0001908976
持仓数
101
前50大市值合计
$97.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 78 项
建仓 24
增持 21
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.7M
0
-100%
增持
TBIL
RBB FD INC
+$1.7M
78,872
+74%
增持
TLT
ISHARES TR
+$1.3M
27,350
+106%
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。
增持
NVO
NOVO-NORDISK A S
+$1.1M
11,218
+251%
增持
FRDM
EA SERIES TRUST
+$890.2K
130,110
+22%
增持
MCD
MCDONALDS CORP
+$862.7K
3,960
+363%
增持
ABBV
ABBVIE INC
+$767.6K
5,576
+249%
减持
GOAU
ETF SER SOLUTIONS
-$709.9K
215,348
-20%
减持
AVUV
AMERICAN CENTY ETF TR
-$701.5K
12,971
-39%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$692.1K
41,829
+11%
减持
BITO
PROSHARES TR
+$687.2K
68,803
-8%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$683.0K
102,978
-23%
建仓
KO
COCA COLA CO
+$661.8K
10,817
增持
AVDV
AMERICAN CENTY ETF TR
+$644.1K
67,251
+11%
减持
KMLM
KRANESHARES TRUST
-$580.8K
98,716
-19%
增持
AVGO
BROADCOM INC
+$565.1K
631
+160%
减持
KAPR
INNOVATOR ETFS TRUST
-$561.7K
39,540
-36%
建仓
TRV
TRAVELERS COMPANIES INC
+$463.7K
2,015
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$455.0K
16,161
+26%
增持
WRB
BERKLEY W R CORP
+$454.4K
15,318
+20%
建仓
SBUX
STARBUCKS CORP
+$448.5K
4,908
增持
MSFT
MICROSOFT CORP
+$439.7K
2,812
+42%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$421.1K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$414.7K
6,190
增持
PTNQ
PACER FDS TR
+$400.1K
19,833
+35%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$391.5K
2,704
+262%
增持
HSY
HERSHEY CO
+$385.1K
5,907
+44%
增持
SPMD
SPDR SER TR
+$377.4K
17,020
+56%
建仓
LMT
LOCKHEED MARTIN CORP
+$371.2K
816
增持
GOOGL
ALPHABET INC
+$370.0K
5,580
+65%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$356.4K
21,206
-26%
建仓
JKHY
HENRY JACK & ASSOC INC
+$352.3K
2,028
减持
PSTP
INNOVATOR ETFS TRUST
-$350.2K
46,469
-24%
建仓
NVR
NVR INC
+$348.3K
43
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$324.9K
41,366
-12%
建仓
CTAS
CINTAS CORP
+$324.3K
472
建仓
CME
CME GROUP INC
+$321.0K
1,491
建仓
V
VISA INC
+$314.8K
1,128
减持
—
TIDAL ETF TR
-$305.2K
55,490
-26%
建仓
CLX
CLOROX CO DEL
+$303.5K
1,982
建仓
HD
HOME DEPOT INC
+$303.4K
791
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$299.6K
2,180
建仓
AZO
AUTOZONE INC
+$296.3K
94
建仓
AMZN
AMAZON COM INC
+$293.7K
1,628
建仓
SPGI
S&P GLOBAL INC
+$291.9K
686
建仓
DHR
DANAHER CORPORATION
+$291.2K
1,166
建仓
MBSF
VALUED ADVISERS TR
+$288.4K
11,411
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$287.7K
11,789
增持
CALF
PACER FDS TR
+$276.6K
15,412
+54%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$273.8K
12,715
+34%
建仓
CRM
SALESFORCE INC
+$255.4K
848
建仓
VRSK
VERISK ANALYTICS INC
+$249.9K
1,060
建仓
PG
PROCTER AND GAMBLE CO
+$247.6K
1,526
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$235.1K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$223.2K
5,118
减持
COWZ
PACER FDS TR
-$213.9K
41,795
-18%
减持
AAPL
APPLE INC
-$201.9K
7,122
-4%
建仓
PTIN
PACER FDS TR
+$200.3K
6,889
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$191.2K
40,855
-14%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$171.1K
44,238
-3%
减持
COP
CONOCOPHILLIPS
+$168.5K
15,203
-0%
减持
PSX
PHILLIPS 66
+$160.8K
5,632
-1%
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$158.5K
16,083
-23%
减持
BUFF
INNOVATOR ETFS TRUST
-$150.4K
20,301
-18%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$140.1K
25,298
-6%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$137.5K
12,690
+1%
减持
JOJO
TIDAL ETF TR
-$120.5K
11,035
-41%
增持
—
KRANESHARES TRUST
+$97.4K
25,120
+52%
减持
—
FIRST TR ENERGY INCOME & GRO
-$74.6K
19,141
-28%
减持
BDX
BECTON DICKINSON & CO
-$64.3K
2,282
-12%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$59.2K
13,559
-15%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$56.1K
20,429
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$52.4K
7,312
-12%
减持
IAU
ISHARES GOLD TR
+$22.6K
8,298
-1%
减持
URNM
SPROTT FDS TR
-$10.8K
70,194
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.2K
29,481
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$5.9K
1,759
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
-$575
6,912
-4%