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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 104 项
建仓 13
增持 26
减持 57
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
FLCG
FEDERATED HERMES ETF TRUST
+$3.0M
91,484
清仓
TBIL
RBB FD INC
-$1.8M
0
-100%
增持
COWG
PACER FDS TR
+$1.7M
66,186
+254%
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
GOAU
ETF SER SOLUTIONS
+$1.6M
145,126
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.6M
55,061
+33%
增持
AVGO
BROADCOM INC
+$1.5M
7,669
+112%
增持
VIV
TELEFONICA BRASIL SA
+$1.4M
144,391
+304%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.2M
12,189
+146%
减持
VRSK
VERISK ANALYTICS INC
-$1.1M
3,514
-44%
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$1.0M
16,862
-34%
减持
HLI
HOULIHAN LOKEY INC
-$917.9K
8,029
-44%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$842.5K
7,815
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$752.2K
56,832
+16%
减持
URNM
SPROTT FDS TR
+$702.9K
71,501
-5%
减持
ABBV
ABBVIE INC
-$667.9K
3,529
-56%
清仓
XLP
SELECT SECTOR SPDR TR
-$641.2K
0
-100%
增持
MCD
MCDONALDS CORP
+$576.1K
3,732
+95%
减持
RMD
RESMED INC
-$561.9K
835
-73%
减持
COWZ
PACER FDS TR
-$556.5K
40,204
-23%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$545.0K
30,194
-6%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$523.2K
10,219
-66%
清仓
NTES
NETEASE INC
-$502.7K
0
-100%
建仓
ATAT
ATOUR LIFESTYLE HLDGS LTD
+$486.8K
12,949
清仓
—
HAFNIA LTD
-$477.7K
0
-100%
清仓
VCTR
VICTORY CAP HLDGS INC
-$473.2K
0
-100%
增持
CHD
CHURCH & DWIGHT CO INC
+$470.2K
16,319
+63%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$454.1K
1,419
-16%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$386.7K
22,759
+2%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$361.8K
52,715
-14%
减持
AVUV
AMERICAN CENTY ETF TR
-$358.9K
29,228
-19%
增持
CLX
CLOROX CO DEL
+$349.9K
8,036
+51%
增持
MO
ALTRIA GROUP INC
+$340.3K
24,777
+12%
建仓
—
VIKING HOLDINGS LTD
+$319.1K
5,133
建仓
UPS
UNITED PARCEL SERVICE INC
+$308.4K
3,692
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$307.9K
4,574
建仓
PAAS
PAN AMERN SILVER CORP
+$304.5K
7,863
清仓
PG
PROCTER AND GAMBLE CO
-$304.1K
0
-100%
建仓
—
EXXON MOBIL CORP
+$303.5K
2,692
建仓
BTI
BRITISH AMERN TOB PLC
+$301.5K
5,681
减持
SMOT
VANECK ETF TRUST
-$291.1K
62,108
-15%
增持
BITB
BITWISE BITCOIN ETF TR
+$275.7K
15,013
+34%
增持
QTUM
ETF SER SOLUTIONS
+$270.3K
10,475
+16%
增持
AVLV
AMERICAN CENTY ETF TR
+$269.5K
8,880
+63%
减持
SBUX
STARBUCKS CORP
-$261.8K
5,716
-30%
减持
COIN
COINBASE GLOBAL INC
-$247.9K
2,194
-22%
增持
HSY
HERSHEY CO
+$244.9K
5,392
+17%
建仓
FTNT
FORTINET INC
+$233.2K
2,774
建仓
DAPP
VANECK ETF TRUST
+$231.9K
10,664
增持
BALT
INNOVATOR ETFS TRUST
+$229.2K
23,328
+40%
减持
LOPE
GRAND CANYON ED INC
-$225.7K
3,163
-35%
减持
AAPL
APPLE INC
+$224.8K
7,141
-8%
建仓
CL
COLGATE PALMOLIVE CO
+$213.4K
2,670
建仓
SLV
ISHARES SILVER TR
+$213.3K
5,035
减持
WPM
WHEATON PRECIOUS METALS CORP
-$204.5K
3,829
-46%
清仓
FVD
FIRST TR EXCHANGE-TRADED FD
-$203.9K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$203.1K
0
-100%
减持
MBSF
VALUED ADVISERS TR
-$194.8K
9,424
-45%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$192.2K
34,694
-8%
减持
SPGI
S&P GLOBAL INC
-$189.2K
491
-40%
减持
SPYG
SPDR SERIES TRUST
+$185.0K
23,976
-2%
增持
SPYM
SPDR SERIES TRUST
+$181.0K
27,080
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$168.5K
1,537
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$156.3K
22,151
+10%
减持
CRM
SALESFORCE INC
-$154.6K
1,145
-27%
减持
SPMD
SPDR SERIES TRUST
-$145.8K
11,843
-22%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$145.3K
11,491
+0%
减持
PYPL
PAYPAL HLDGS INC
-$143.4K
6,054
-18%
减持
PSX
PHILLIPS 66
+$133.0K
8,157
-0%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$118.6K
95,324
-0%
减持
CTAS
CINTAS CORP
-$114.2K
2,170
-14%
减持
KO
COCA COLA CO
-$100.9K
5,383
-17%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$97.3K
2,832
-10%
减持
FNV
FRANCO NEV CORP
+$91.3K
2,560
-12%
减持
IEO
ISHARES TR
+$88.9K
36,242
-2%
减持
NVO
NOVO-NORDISK A S
-$85.8K
4,975
-5%
减持
BLOK
AMPLIFY ETF TR
+$85.7K
13,923
-6%
增持
INTU
INTUIT
-$75.9K
732
+0%
减持
CME
CME GROUP INC
-$75.1K
1,442
-14%
增持
CALM
CAL MAINE FOODS INC
+$61.4K
7,014
+17%
增持
TRV
TRAVELERS COMPANIES INC
+$59.9K
2,238
+6%
减持
COP
CONOCOPHILLIPS
+$57.3K
16,218
-1%
减持
V
VISA INC
-$53.5K
1,157
-8%
减持
LMT
LOCKHEED MARTIN CORP
-$53.0K
906
-17%
增持
HD
HOME DEPOT INC
+$48.3K
1,006
+3%
减持
META
META PLATFORMS INC
-$46.3K
551
-10%
减持
AXP
AMERICAN EXPRESS CO
-$43.7K
1,136
-14%
减持
DHR
DANAHER CORPORATION
-$41.0K
1,551
-12%
减持
INFL
LISTED FDS TR
+$40.3K
20,124
-1%
减持
PEP
PEPSICO INC
-$35.5K
2,678
-14%
减持
BITO
PROSHARES TR
-$33.6K
15,438
-2%
减持
FRDM
EA SERIES TRUST
+$30.5K
11,413
-3%
减持
AMZN
AMAZON COM INC
-$29.6K
2,645
-5%
减持
GOOGL
ALPHABET INC
-$28.5K
5,134
-29%
减持
AZO
AUTOZONE INC
+$25.9K
109
-8%
减持
AVMV
AMERICAN CENTY ETF TR
+$18.7K
6,851
-1%
减持
LENS
EA SERIES TRUST
-$17.5K
8,423
-22%
减持
WRB
BERKLEY W R CORP
+$16.0K
19,894
-3%
减持
BDX
BECTON DICKINSON & CO
+$9.5K
1,627
-5%
减持
MSFT
MICROSOFT CORP
-$7.4K
2,860
-4%
减持
PTNQ
PACER FDS TR
+$7.0K
3,197
-5%
增持
TMUS
T-MOBILE US INC
+$3.3K
2,526
+0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$3.0K
20,551
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.9K
1,144
-4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5K
8,168
-0%