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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 117 项
建仓 19
增持 37
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
FLCG
FEDERATED HERMES ETF TRUST
+$2.7M
173,058
+89%
减持
COWZ
PACER FDS TR
-$2.0M
5,127
-87%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$1.9M
14,045
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
ABBV
ABBVIE INC
+$1.7M
10,929
+210%
建仓
IBB
ISHARES TR
+$1.5M
8,845
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$1.4M
5,046
-70%
建仓
HECA
ETF OPPORTUNITIES TRUST
+$1.4M
51,133
建仓
FMKT
TIDAL TRUST I
+$1.1M
52,244
减持
IEO
ISHARES TR
-$1.1M
25,691
-29%
清仓
CLX
CLOROX CO DEL
-$990.8K
0
-100%
清仓
INFL
LISTED FDS TR
-$899.4K
0
-100%
减持
CHD
CHURCH & DWIGHT CO INC
-$866.1K
6,726
-59%
建仓
TKO
TKO GROUP HOLDINGS INC
+$857.7K
4,104
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$842.5K
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
+$791.8K
60,593
+10%
减持
URNM
SPROTT FDS TR
-$788.2K
64,357
-10%
建仓
ETHA
ISHARES ETHEREUM TR
+$779.9K
34,772
减持
BITB
BITWISE BITCOIN ETF TR
-$688.6K
5,162
-66%
建仓
BTGD
TIDAL TRUST II
+$679.5K
19,794
建仓
PWR
QUANTA SVCS INC
+$655.5K
1,553
建仓
SETM
SPROTT FDS TR
+$588.4K
20,326
增持
MCD
MCDONALDS CORP
+$580.2K
5,609
+50%
减持
BLOK
AMPLIFY ETF TR
-$569.7K
6,393
-54%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$515.9K
26,807
-11%
减持
GOAU
ETF SER SOLUTIONS
-$513.5K
125,099
-14%
增持
BALT
INNOVATOR ETFS TRUST
+$500.3K
37,777
+62%
清仓
SBUX
STARBUCKS CORP
-$483.6K
0
-100%
减持
AVGO
BROADCOM INC
-$477.7K
5,930
-23%
增持
AAPL
APPLE INC
+$442.8K
8,318
+16%
建仓
LLY
ELI LILLY & CO
+$407.3K
379
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$400.6K
60,790
+7%
建仓
JKHY
HENRY JACK & ASSOC INC
+$389.2K
2,133
减持
LOPE
GRAND CANYON ED INC
-$387.5K
1,845
-42%
减持
VRSK
VERISK ANALYTICS INC
-$381.0K
2,248
-36%
清仓
PEP
PEPSICO INC
-$376.1K
0
-100%
建仓
NVS
NOVARTIS AG
+$366.2K
2,656
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$327.2K
83,991
-12%
建仓
UNH
UNITEDHEALTH GROUP INC
+$327.1K
991
清仓
UPS
UNITED PARCEL SERVICE INC
-$308.4K
0
-100%
建仓
—
CARNIVAL CORP
+$306.4K
10,034
清仓
BITO
PROSHARES TR
-$303.8K
0
-100%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$303.4K
11,589
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$285.8K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$276.1K
0
-100%
清仓
CRM
SALESFORCE INC
-$271.4K
0
-100%
增持
PAAS
PAN AMERN SILVER CORP
+$270.6K
11,101
+41%
减持
CALM
CAL MAINE FOODS INC
-$256.0K
5,077
-28%
增持
—
EXXON MOBIL CORP
+$252.9K
4,624
+72%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$247.5K
3,778
减持
GOOGL
ALPHABET INC
+$240.6K
4,756
-7%
清仓
FTNT
FORTINET INC
-$233.2K
0
-100%
增持
HLI
HOULIHAN LOKEY INC
-$232.2K
8,131
+1%
清仓
DAPP
VANECK ETF TRUST
-$231.9K
0
-100%
清仓
RMD
RESMED INC
-$228.6K
0
-100%
建仓
INTC
INTEL CORP
+$227.3K
6,161
建仓
GMAB
GENMAB A/S
+$223.5K
7,255
增持
DHR
DANAHER CORPORATION
+$219.7K
2,303
+48%
增持
MO
ALTRIA GROUP INC
+$219.1K
32,187
+30%
建仓
CEG
CONSTELLATION ENERGY CORP
+$202.8K
574
减持
BUFF
INNOVATOR ETFS TRUST
-$182.4K
6,460
-37%
减持
AVMV
AMERICAN CENTY ETF TR
-$168.9K
4,256
-38%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$151.3K
2,012
-29%
增持
SMOT
VANECK ETF TRUST
+$143.2K
65,858
+6%
减持
MSFT
MICROSOFT CORP
-$140.8K
2,772
-3%
减持
AZO
AUTOZONE INC
-$138.7K
97
-11%
增持
AXP
AMERICAN EXPRESS CO
+$135.4K
1,386
+22%
减持
COWG
PACER FDS TR
-$129.9K
64,547
-2%
增持
LENS
EA SERIES TRUST
+$128.8K
10,672
+27%
增持
AVUV
AMERICAN CENTY ETF TR
+$122.4K
29,726
+2%
增持
SPGI
S&P GLOBAL INC
+$115.9K
679
+38%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$110.8K
2,701
-29%
增持
COIN
COINBASE GLOBAL INC
-$108.6K
2,794
+27%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$106.0K
4,243
+199%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$99.9K
2,712
-41%
减持
HD
HOME DEPOT INC
-$95.5K
907
-10%
减持
TMUS
T-MOBILE US INC
-$92.2K
2,524
-0%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$92.1K
23,316
+2%
增持
SPYM
SPDR SERIES TRUST
+$91.9K
27,591
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$91.9K
1,327
+16%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$90.7K
12,676
+4%
减持
HSY
HERSHEY CO
-$89.8K
5,049
-6%
增持
SPYG
SPDR SERIES TRUST
+$89.5K
24,323
+1%
增持
QTUM
ETF SER SOLUTIONS
+$83.5K
10,783
+3%
减持
GOOG
ALPHABET INC
+$82.1K
2,080
-11%
减持
FRDM
EA SERIES TRUST
+$77.8K
11,382
-0%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$74.3K
36,563
+5%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$72.2K
11,817
+3%
增持
WRB
BERKLEY W R CORP
+$65.9K
22,678
+14%
增持
BTI
BRITISH AMERN TOB PLC
+$64.0K
6,456
+14%
减持
COP
CONOCOPHILLIPS
-$63.4K
15,710
-3%
增持
WMT
WALMART INC
+$61.9K
5,206
+4%
减持
PYPL
PAYPAL HLDGS INC
-$60.8K
5,913
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$60.7K
1,536
-0%
减持
CTAS
CINTAS CORP
-$56.5K
2,068
-5%
减持
NVDA
NVIDIA CORPORATION
-$51.8K
1,531
-15%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$45.2K
51,306
-3%
增持
CL
COLGATE PALMOLIVE CO
+$45.2K
3,273
+23%
减持
FNV
FRANCO NEV CORP
-$43.1K
2,545
-1%
增持
META
META PLATFORMS INC
+$33.7K
664
+21%
增持
TRV
TRAVELERS COMPANIES INC
+$32.7K
2,267
+1%
减持
—
VIKING HOLDINGS LTD
+$32.3K
4,921
-4%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$29.8K
19,991
-3%
增持
ATAT
ATOUR LIFESTYLE HLDGS LTD
+$29.7K
13,109
+1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$28.4K
23,167
+5%
减持
AVLV
AMERICAN CENTY ETF TR
+$21.6K
8,754
-1%
减持
SLV
ISHARES SILVER TR
+$20.8K
3,635
-28%
减持
BDX
BECTON DICKINSON & CO
-$17.5K
1,479
-9%
减持
INTU
INTUIT
-$17.0K
729
-0%
减持
KO
COCA COLA CO
+$15.1K
5,323
-1%
减持
MBSF
VALUED ADVISERS TR
-$15.1K
8,770
-7%
增持
VIV
TELEFONICA BRASIL SA
-$14.2K
154,027
+7%
减持
VGT
VANGUARD WORLD FD
-$11.7K
1,073
-2%
减持
CME
CME GROUP INC
-$8.9K
1,394
-3%
减持
V
VISA INC
-$8.1K
1,103
-5%
减持
AMZN
AMAZON COM INC
-$7.6K
2,483
-6%
减持
SPMD
SPDR SERIES TRUST
-$1.2K
11,675
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$915
937
+3%