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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 85 项
建仓 11
增持 45
减持 20
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
PG
PROCTER AND GAMBLE CO
+$1.9M
11,179
建仓
HLI
HOULIHAN LOKEY INC
+$1.7M
9,764
清仓
VHT
VANGUARD WORLD FD
-$1.2M
0
-100%
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。
建仓
—
FERRARI N V
+$1.2M
2,935
增持
FTLS
FIRST TR EXCH TRADED FD III
+$1.2M
66,953
+32%
清仓
XLU
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
增持
TBIL
RBB FD INC
+$1.0M
109,086
+23%
建仓
QQQ
INVESCO QQQ TR
+$835.9K
1,635
建仓
RMD
RESMED INC
+$795.4K
3,478
增持
SMOT
VANECK ETF TRUST
+$762.6K
43,735
+106%
建仓
INFL
LISTED FD TR
+$713.8K
18,745
清仓
IBB
ISHARES TR
-$688.4K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$501.1K
0
-100%
增持
IEO
ISHARES TR
+$501.0K
26,066
+30%
增持
COWZ
PACER FDS TR
+$471.1K
51,189
+22%
清仓
ZTS
ZOETIS INC
-$466.4K
0
-100%
增持
MCD
MCDONALDS CORP
+$429.5K
2,554
+150%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$358.7K
103,480
-11%
增持
MO
ALTRIA GROUP INC
+$303.5K
19,145
+40%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$291.8K
23,412
+16%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
-$271.5K
39,962
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$271.2K
14,460
+23%
建仓
FTNT
FORTINET INC
+$269.5K
2,852
减持
GOOGL
ALPHABET INC
-$266.6K
6,788
-27%
建仓
FICO
FAIR ISAAC CORP
+$252.9K
127
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$246.8K
69,307
-6%
增持
SPYM
SPDR SER TR
+$239.1K
29,652
+11%
清仓
USFR
WISDOMTREE TR
-$221.8K
0
-100%
增持
KBWP
INVESCO EXCH TRADED FD TR II
+$219.2K
16,169
+13%
清仓
PTIN
PACER FDS TR
-$213.0K
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$210.1K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$207.5K
0
-100%
建仓
LOPE
GRAND CANYON ED INC
+$201.1K
1,228
建仓
PSTP
INNOVATOR ETFS TRUST
+$200.9K
6,272
建仓
AVLV
AMERICAN CENTY ETF TR
+$200.6K
3,004
减持
AVDV
AMERICAN CENTY ETF TR
-$199.8K
15,337
-10%
减持
NVDA
NVIDIA CORPORATION
-$196.3K
1,540
-54%
增持
URNM
SPROTT FDS TR
-$179.7K
59,057
+6%
增持
SPYG
SPDR SER TR
+$174.9K
33,565
+0%
减持
HSY
HERSHEY CO
-$167.6K
4,743
-6%
减持
FRDM
EA SERIES TRUST
-$139.8K
17,714
-12%
减持
CALF
PACER FDS TR
-$112.5K
7,696
-21%
增持
AMZN
AMAZON COM INC
+$112.4K
2,476
+7%
增持
V
VISA INC
+$110.2K
1,317
+18%
增持
NOC
NORTHROP GRUMMAN CORP
-$97.5K
1,660
+0%
增持
CL
COLGATE PALMOLIVE CO
+$93.0K
13,546
+24%
减持
BITO
PROSHARES TR
+$90.4K
37,611
-6%
增持
CME
CME GROUP INC
+$85.3K
1,765
+20%
减持
MBSF
VALUED ADVISERS TR
-$82.3K
17,474
-15%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$79.7K
30,890
+6%
增持
WRB
BERKLEY W R CORP
+$78.1K
22,665
+3%
增持
CRM
SALESFORCE INC
+$76.8K
1,218
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.4K
1,163
+18%
增持
AZO
AUTOZONE INC
+$71.7K
106
+25%
增持
CLX
CLOROX CO DEL
+$65.2K
2,531
+19%
增持
NVO
NOVO-NORDISK A S
-$60.0K
23,157
+34%
增持
GRID
FIRST TR EXCHANGE TRADED FD
-$57.3K
11,835
+2%
减持
BDX
BECTON DICKINSON & CO
-$56.3K
1,742
-7%
增持
FNV
FRANCO NEV CORP
+$51.8K
3,022
+24%
增持
KO
COCA COLA CO
+$46.7K
5,450
+34%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$46.5K
21,142
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$45.8K
2,247
+25%
增持
PYPL
PAYPAL HLDGS INC
+$44.4K
4,546
+3%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$43.8K
23,383
-1%
增持
AXP
AMERICAN EXPRESS CO
+$36.7K
1,200
+2%
减持
AAPL
APPLE INC
+$32.6K
7,035
-5%
增持
GOAU
ETF SER SOLUTIONS
-$32.3K
169,528
+11%
增持
SPGI
S&P GLOBAL INC
+$30.5K
639
+15%
增持
CTAS
CINTAS CORP
-$30.4K
1,560
+2%
增持
NLR
VANECK ETF TRUST
+$29.3K
7,893
+8%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$28.4K
12,806
-2%
减持
JKHY
HENRY JACK & ASSOC INC
-$25.0K
3,077
-4%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$24.1K
5,933
-9%
增持
VNQ
VANGUARD INDEX FDS
+$22.8K
3,188
+19%
增持
HD
HOME DEPOT INC
+$22.5K
913
+11%
增持
MSFT
MICROSOFT CORP
+$19.8K
2,737
+4%
增持
DHR
DANAHER CORPORATION
-$16.4K
1,170
+14%
增持
NVR
NVR INC
-$14.6K
33
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$13.4K
599
+26%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$12.9K
33,496
+3%
减持
META
META PLATFORMS INC
-$11.5K
1,005
-4%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$10.9K
3,121
-20%
增持
SBUX
STARBUCKS CORP
-$6.9K
5,100
+5%
减持
TRV
TRAVELERS COMPANIES INC
+$6.3K
1,729
-1%
减持
SPMD
SPDR SER TR
-$4.0K
15,786
-0%