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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 83 项
建仓 10
增持 21
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.4M
93,834
+592%
建仓
SPYG
SPDR SER TR
+$4.4M
54,426
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$3.6M
161,621
+1271%
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。
清仓
KMLM
KRANESHARES TRUST
-$3.0M
0
-100%
清仓
TLT
ISHARES TR
-$2.6M
0
-100%
建仓
IEO
ISHARES TR
+$2.2M
21,827
减持
FRDM
EA SERIES TRUST
-$2.2M
63,252
-51%
减持
AVDV
AMERICAN CENTY ETF TR
-$2.0M
37,607
-44%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$1.7M
0
-100%
清仓
PSTP
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
清仓
KAPR
INNOVATOR ETFS TRUST
-$1.2M
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$1.2M
13,429
清仓
XLV
SELECT SECTOR SPDR TR
-$1.1M
0
-100%
减持
PTNQ
PACER FDS TR
-$1.0M
4,332
-78%
减持
TBIL
RBB FD INC
-$1.0M
58,157
-26%
建仓
IBB
ISHARES TR
+$937.3K
6,829
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$870.9K
0
-100%
清仓
AVGO
BROADCOM INC
-$836.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$824.7K
9,151
+64%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$813.3K
24,364
增持
VRSK
VERISK ANALYTICS INC
+$775.8K
3,805
+259%
减持
MCD
MCDONALDS CORP
-$736.0K
1,493
-62%
减持
BITO
PROSHARES TR
-$713.9K
67,010
-3%
减持
ABBV
ABBVIE INC
-$686.6K
1,917
-66%
减持
—
TIDAL ETF TR
-$574.6K
25,633
-54%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$528.9K
117,198
+14%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$493.1K
2,802
+4%
减持
KO
COCA COLA CO
-$457.3K
3,213
-70%
增持
AAPL
APPLE INC
+$439.9K
7,887
+11%
减持
BUFF
INNOVATOR ETFS TRUST
-$353.7K
11,516
-43%
清仓
—
FIRST TR ENERGY INCOME & GRO
-$312.8K
0
-100%
建仓
QLYS
QUALYS INC
+$311.4K
2,184
增持
MO
ALTRIA GROUP INC
+$301.9K
11,529
+125%
减持
COP
CONOCOPHILLIPS
-$269.8K
14,559
-4%
建仓
CL
COLGATE PALMOLIVE CO
+$257.9K
2,658
清仓
CRM
SALESFORCE INC
-$255.4K
0
-100%
增持
JKHY
HENRY JACK & ASSOC INC
+$249.2K
3,623
+79%
建仓
USFR
WISDOMTREE TR
+$221.7K
4,406
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$214.1K
20,666
+1%
建仓
META
META PLATFORMS INC
+$213.3K
423
减持
HSY
HERSHEY CO
-$207.6K
5,120
-13%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$204.7K
36,374
-12%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$202.6K
10,906
清仓
PTIN
PACER FDS TR
-$200.3K
0
-100%
减持
WRB
BERKLEY W R CORP
-$176.5K
14,994
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$166.9K
33,040
+12%
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$163.7K
15,319
-5%
清仓
JOJO
TIDAL ETF TR
-$160.3K
0
-100%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$133.3K
17,278
+7%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$132.2K
41,394
-1%
减持
PYPL
PAYPAL HLDGS INC
-$123.4K
5,020
-19%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$122.3K
45,535
+3%
减持
NOC
NORTHROP GRUMMAN CORP
-$118.7K
1,659
-6%
减持
BDX
BECTON DICKINSON & CO
-$112.0K
1,936
-15%
减持
SBUX
STARBUCKS CORP
-$102.9K
4,440
-10%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$95.5K
26,333
+4%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$90.2K
13,364
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$85.8K
611
-25%
减持
AVUV
AMERICAN CENTY ETF TR
-$83.2K
12,621
-3%
减持
CLX
CLOROX CO DEL
-$80.2K
1,636
-17%
减持
TRV
TRAVELERS COMPANIES INC
-$78.8K
1,893
-6%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$70.7K
22,448
+6%
减持
SPMD
SPDR SER TR
-$68.1K
16,370
-4%
减持
—
KRANESHARES TRUST
-$61.1K
23,632
-6%
减持
NVR
NVR INC
-$52.3K
39
-9%
增持
COWZ
PACER FDS TR
-$48.1K
43,688
+5%
增持
CALF
PACER FDS TR
-$48.1K
16,290
+6%
减持
NVO
NOVO-NORDISK A S
+$46.0K
10,413
-7%
减持
CME
CME GROUP INC
-$46.0K
1,399
-6%
减持
HD
HOME DEPOT INC
-$45.2K
750
-5%
减持
CTAS
CINTAS CORP
-$39.3K
407
-14%
增持
AMZN
AMAZON COM INC
+$32.7K
1,689
+4%
减持
MSFT
MICROSOFT CORP
-$27.2K
2,586
-8%
减持
PG
PROCTER AND GAMBLE CO
-$25.6K
1,346
-12%
减持
URNM
SPROTT FDS TR
-$18.0K
69,900
-0%
减持
NLR
VANECK ETF TRUST
+$17.2K
7,441
-2%
增持
V
VISA INC
+$15.9K
1,260
+12%
增持
AZO
AUTOZONE INC
-$11.7K
96
+2%
减持
GOAU
ETF SER SOLUTIONS
+$9.2K
202,458
-6%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$7.3K
2,135
-2%
减持
IAU
ISHARES GOLD TR
+$3.9K
8,024
-3%
减持
SPGI
S&P GLOBAL INC
-$2.9K
648
-6%
减持
DHR
DANAHER CORPORATION
-$2.3K
1,156
-1%