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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 98 项
建仓 16
增持 40
减持 34
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AVDV
AMERICAN CENTY ETF TR
+$2.3M
41,352
+210%
增持
URNM
SPROTT FDS TR
+$1.7M
75,484
+27%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
35,872
+79%
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
FTNT
FORTINET INC
-$1.1M
0
-100%
增持
HLI
HOULIHAN LOKEY INC
+$1.1M
14,262
+54%
建仓
AVGO
BROADCOM INC
+$996.5K
3,615
建仓
COIN
COINBASE GLOBAL INC
+$988.4K
2,820
减持
NVO
NOVO-NORDISK A S
-$967.7K
5,243
-73%
增持
SMOT
VANECK ETF TRUST
+$872.0K
72,756
+44%
建仓
QTUM
ETF SER SOLUTIONS
+$828.6K
9,025
增持
MO
ALTRIA GROUP INC
+$806.4K
22,112
+171%
减持
PG
PROCTER AND GAMBLE CO
-$778.2K
1,909
-70%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$759.7K
1,684
-12%
减持
MCD
MCDONALDS CORP
-$712.1K
1,910
-53%
建仓
XLP
SELECT SECTOR SPDR TR
+$641.2K
7,919
清仓
QQQ
INVESCO QQQ TR
-$636.8K
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$598.6K
6,008
增持
ABBV
ABBVIE INC
+$550.1K
8,000
+79%
清仓
—
FERRARI N V
-$512.2K
0
-100%
建仓
NTES
NETEASE INC
+$502.7K
3,735
建仓
WMT
WALMART INC
+$491.6K
5,027
增持
VRSK
VERISK ANALYTICS INC
+$484.8K
6,258
+27%
建仓
—
HAFNIA LTD
+$477.7K
95,736
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$473.9K
48,938
-19%
建仓
VCTR
VICTORY CAP HLDGS INC
+$473.2K
7,432
清仓
CL
COLGATE PALMOLIVE CO
-$464.6K
0
-100%
增持
MSFT
MICROSOFT CORP
+$458.7K
2,993
+9%
建仓
AVMV
AMERICAN CENTY ETF TR
+$453.3K
6,933
增持
WPM
WHEATON PRECIOUS METALS CORP
+$423.0K
7,046
+161%
清仓
TW
TRADEWEB MKTS INC
-$416.6K
0
-100%
增持
CHD
CHURCH & DWIGHT CO INC
+$414.9K
9,987
+102%
建仓
PEP
PEPSICO INC
+$411.6K
3,117
建仓
VIV
TELEFONICA BRASIL SA
+$407.9K
35,778
增持
IEO
ISHARES TR
+$396.6K
36,875
+21%
减持
BITO
PROSHARES TR
-$342.2K
15,688
-58%
增持
CLX
CLOROX CO DEL
+$333.8K
5,338
+156%
减持
HSY
HERSHEY CO
-$322.2K
4,602
-28%
减持
TBIL
RBB FD INC
-$318.5K
36,526
-15%
清仓
NVR
NVR INC
-$304.3K
0
-100%
建仓
LENS
EA SERIES TRUST
+$301.1K
10,824
减持
BLOK
AMPLIFY ETF TR
+$286.6K
14,844
-2%
建仓
NVDA
NVIDIA CORPORATION
+$285.7K
1,808
减持
FEGE
RBB FUND TRUST
-$281.7K
13,199
-39%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$267.5K
22,281
-2%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$265.7K
11,443
-2%
清仓
VNQ
VANGUARD INDEX FDS
-$261.4K
0
-100%
增持
SBUX
STARBUCKS CORP
+$248.6K
8,135
+61%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$226.8K
37,878
-1%
减持
COWZ
PACER FDS TR
-$213.5K
52,033
-8%
增持
PYPL
PAYPAL HLDGS INC
+$210.1K
7,392
+42%
建仓
PSTP
INNOVATOR ETFS TRUST
+$205.4K
6,154
建仓
MEDP
MEDPACE HLDGS INC
+$203.1K
647
清仓
PTIN
PACER FDS TR
-$202.0K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$183.6K
3,131
+38%
增持
CTAS
CINTAS CORP
+$182.7K
2,511
+37%
增持
AMZN
AMAZON COM INC
+$178.1K
2,782
+22%
减持
MBSF
VALUED ADVISERS TR
-$165.9K
17,037
-28%
增持
WRB
BERKLEY W R CORP
+$162.3K
20,529
+9%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$145.9K
95,733
-3%
增持
INTU
INTUIT
+$128.2K
731
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$123.8K
20,209
-9%
增持
DHR
DANAHER CORPORATION
+$123.2K
1,764
+61%
增持
BALT
INNOVATOR ETFS TRUST
+$122.0K
16,721
+27%
减持
SPYG
SPDR SERIES TRUST
-$117.6K
24,347
-20%
减持
GOAU
ETF SER SOLUTIONS
-$115.7K
142,764
-17%
减持
META
META PLATFORMS INC
-$115.0K
611
-38%
增持
AXP
AMERICAN EXPRESS CO
+$112.5K
1,320
+15%
增持
CRM
SALESFORCE INC
+$99.3K
1,562
+28%
减持
VGT
VANGUARD WORLD FD
+$98.2K
1,099
-6%
增持
BDX
BECTON DICKINSON & CO
-$96.6K
1,713
+0%
增持
SPGI
S&P GLOBAL INC
+$93.3K
812
+23%
增持
COWG
PACER FDS TR
+$92.2K
18,705
+2%
增持
AVLV
AMERICAN CENTY ETF TR
+$85.6K
5,456
+24%
减持
FTXL
FIRST TR EXCHANGE TRADED FD
+$84.2K
7,599
-11%
增持
LMT
LOCKHEED MARTIN CORP
+$79.1K
1,091
+14%
减持
LOPE
GRAND CANYON ED INC
+$68.8K
4,868
-1%
减持
RMD
RESMED INC
+$66.8K
3,064
-5%
增持
TRV
TRAVELERS COMPANIES INC
+$61.5K
2,112
+11%
增持
HD
HOME DEPOT INC
+$60.3K
980
+20%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$59.8K
8,178
-11%
增持
GOOG
ALPHABET INC
+$59.4K
2,343
+3%
增持
KO
COCA COLA CO
+$58.3K
6,472
+16%
减持
GOOGL
ALPHABET INC
-$57.9K
7,244
-16%
增持
CME
CME GROUP INC
+$49.5K
1,686
+8%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$49.4K
61,093
-2%
减持
PTNQ
PACER FDS TR
-$40.6K
3,375
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.7K
1,190
+3%
减持
SPMD
SPDR SERIES TRUST
+$38.5K
15,136
-1%
增持
AAPL
APPLE INC
+$37.1K
7,767
+11%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$34.3K
30,257
+6%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$25.1K
32,216
-6%
减持
INFL
LISTED FDS TR
+$23.9K
20,373
-1%
增持
KBWP
INVESCO EXCH TRADED FD TR II
+$22.4K
25,408
+2%
增持
V
VISA INC
+$21.2K
1,263
+4%
减持
FNV
FRANCO NEV CORP
+$18.0K
2,924
-0%
减持
BITB
BITWISE BITCOIN ETF TR
+$16.4K
11,237
-21%
增持
AZO
AUTOZONE INC
+$10.9K
119
+5%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$2.8K
20,898
-0%