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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 83 项
建仓 13
增持 19
减持 45
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$2.9M
21,047
-82%
减持
SPYG
SPDR SER TR
-$1.6M
33,464
-39%
增持
TBIL
RBB FD INC
+$1.5M
88,652
+52%
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
FRDM
EA SERIES TRUST
-$1.5M
20,087
-68%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.4M
3,889
+39%
建仓
VHT
VANGUARD WORLD FD
+$1.2M
4,420
减持
AVDV
AMERICAN CENTY ETF TR
-$1.2M
16,951
-55%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$1.2M
9,064
-56%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$1.2M
116,903
-28%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.0M
12,421
减持
URNM
SPROTT FDS TR
-$881.6K
55,803
-20%
增持
CL
COLGATE PALMOLIVE CO
+$880.6K
10,967
+313%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$791.9K
73,392
-22%
建仓
SMOT
VANECK ETF TRUST
+$744.9K
21,266
减持
BITO
PROSHARES TR
-$742.0K
39,937
-40%
减持
GOAU
ETF SER SOLUTIONS
-$602.8K
152,225
-25%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$576.5K
6,508
-73%
增持
NVO
NOVO-NORDISK A S
+$565.6K
17,233
+65%
减持
VRSK
VERISK ANALYTICS INC
-$524.6K
1,870
-51%
建仓
ZTS
ZOETIS INC
+$466.4K
2,387
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$454.7K
988
清仓
—
TIDAL ETF TR
-$442.2K
0
-100%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$433.8K
29,235
-20%
建仓
NVDA
NVIDIA CORPORATION
+$403.1K
3,319
增持
META
META PLATFORMS INC
+$386.6K
1,048
+148%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$376.0K
50,828
+12%
减持
IEO
ISHARES TR
-$336.9K
20,069
-8%
建仓
CRM
SALESFORCE INC
+$330.4K
1,207
清仓
ABBV
ABBVIE INC
-$328.8K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$319.5K
1,178
清仓
QLYS
QUALYS INC
-$311.4K
0
-100%
清仓
—
KRANESHARES TRUST
-$304.4K
0
-100%
建仓
FNV
FRANCO NEV CORP
+$303.5K
2,443
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$276.9K
13,028
-25%
建仓
VNQ
VANGUARD INDEX FDS
+$261.2K
2,681
减持
CALF
PACER FDS TR
-$258.4K
9,698
-40%
减持
IBB
ISHARES TR
-$249.0K
4,728
-31%
增持
MBSF
VALUED ADVISERS TR
+$237.1K
20,530
+80%
清仓
PG
PROCTER AND GAMBLE CO
-$222.0K
0
-100%
建仓
PTIN
PACER FDS TR
+$213.0K
6,889
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$211.0K
39,784
-4%
建仓
JAAA
JANUS DETROIT STR TR
+$210.1K
4,129
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$207.5K
4,561
增持
MO
ALTRIA GROUP INC
+$172.5K
13,668
+19%
增持
SBUX
STARBUCKS CORP
+$126.6K
4,844
+9%
增持
CLX
CLOROX CO DEL
+$122.6K
2,123
+30%
增持
GOOGL
ALPHABET INC
-$115.3K
9,355
+2%
增持
AMZN
AMAZON COM INC
+$104.4K
2,312
+37%
增持
KO
COCA COLA CO
+$88.1K
4,072
+27%
减持
KBWP
INVESCO EXCH TRADED FD TR II
+$88.0K
14,342
-6%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$74.9K
11,550
-14%
增持
HD
HOME DEPOT INC
+$74.5K
821
+9%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$72.8K
20,153
-10%
增持
WRB
BERKLEY W R CORP
+$70.1K
22,004
+47%
减持
MCD
MCDONALDS CORP
-$69.6K
1,021
-32%
减持
AAPL
APPLE INC
+$67.9K
7,421
-6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$67.2K
32,598
-1%
减持
PYPL
PAYPAL HLDGS INC
+$52.3K
4,404
-12%
增持
CME
CME GROUP INC
+$49.5K
1,471
+5%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
-$41.2K
23,538
-11%
减持
COWZ
PACER FDS TR
+$39.5K
41,848
-4%
减持
BUFF
INNOVATOR ETFS TRUST
-$38.1K
10,326
-10%
减持
JKHY
HENRY JACK & ASSOC INC
-$37.1K
3,197
-12%
减持
IAU
ISHARES GOLD TR
+$36.8K
7,832
-2%
增持
CTAS
CINTAS CORP
+$30.4K
1,532
+276%
减持
HSY
HERSHEY CO
+$29.6K
5,062
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$27.7K
6,830
-1%
减持
SPMD
SPDR SER TR
+$27.6K
15,862
-3%
减持
TRV
TRAVELERS COMPANIES INC
+$25.3K
1,752
-7%
减持
V
VISA INC
-$24.7K
1,113
-12%
增持
MSFT
MICROSOFT CORP
-$21.5K
2,636
+2%
减持
NLR
VANECK ETF TRUST
+$17.7K
7,334
-1%
减持
AZO
AUTOZONE INC
-$16.8K
85
-11%
减持
NVR
NVR INC
-$11.4K
29
-26%
减持
PTNQ
PACER FDS TR
-$7.9K
4,151
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$7.7K
475
-22%
减持
AVUV
AMERICAN CENTY ETF TR
-$7.7K
11,721
-7%
减持
DHR
DANAHER CORPORATION
-$3.9K
1,025
-11%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$3.3K
1,799
-16%
减持
SPGI
S&P GLOBAL INC
-$1.3K
557
-14%
减持
BDX
BECTON DICKINSON & CO
-$881
1,873
-3%
增持
USFR
WISDOMTREE TR
+$106
4,416
+0%