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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 114 项
建仓 11
增持 30
减持 47
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
VDE
VANGUARD WORLD FD
+$5.6M
32,409
减持
FLCG
FEDERATED HERMES ETF TRUST
-$3.6M
70,166
-59%
增持
LENS
EA SERIES TRUST
+$3.6M
87,587
+721%
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
FIW
FIRST TR EXCHANGE-TRADED FD
-$2.9M
10,193
-72%
增持
COWZ
PACER FDS TR
+$2.2M
40,600
+692%
建仓
SDVY
FIRST TR EXCHANGE TRADED FD
+$2.2M
54,653
减持
SPYG
SPDR SERIES TRUST
-$2.1M
5,276
-78%
减持
SMOT
VANECK ETF TRUST
-$2.0M
9,678
-85%
减持
COWG
PACER FDS TR
-$2.0M
6,815
-89%
减持
IEO
ISHARES TR
-$1.3M
8,004
-69%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$1.3M
6,271
-73%
建仓
CHRD
CHORD ENERGY CORPORATION
+$1.1M
7,998
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$1.1M
34,910
-58%
减持
AVGO
BROADCOM INC
-$1.0M
3,313
-44%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.0M
46,897
-23%
减持
MO
ALTRIA GROUP INC
-$967.1K
13,468
-58%
增持
NLR
VANECK ETF TRUST
+$957.4K
13,994
+92%
建仓
COST
COSTCO WHOLESALE CORPORATION
+$836.0K
839
减持
ABBV
ABBVIE INC
-$811.6K
7,750
-29%
清仓
ETHA
ISHARES ETHEREUM TR
-$779.9K
0
-100%
减持
HLI
HOULIHAN LOKEY INC
-$756.7K
4,593
-44%
清仓
BTGD
TIDAL TRUST II
-$679.5K
0
-100%
减持
BALT
INNOVATOR ETFS TRUST
-$661.0K
18,075
-52%
清仓
COIN
COINBASE GLOBAL INC
-$631.8K
0
-100%
增持
SETM
SPROTT FDS TR
+$617.9K
36,467
+79%
增持
COP
CONOCOPHILLIPS
+$604.6K
15,721
+0%
建仓
DGX
QUEST DIAGNOSTICS INC
+$599.9K
3,061
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$595.2K
53,133
-13%
清仓
FRDM
EA SERIES TRUST
-$583.6K
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$564.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$527.2K
0
-100%
减持
MSFT
MICROSOFT CORP
-$519.2K
2,219
-20%
清仓
AXP
AMERICAN EXPRESS CO
-$512.8K
0
-100%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$470.0K
23,050
-14%
减持
VGT
VANGUARD WORLD FD
-$450.2K
514
-52%
清仓
META
META PLATFORMS INC
-$438.3K
0
-100%
减持
TKO
TKO GROUP HOLDINGS INC
-$437.7K
2,083
-49%
增持
WMT
WALMART INC
+$436.4K
8,178
+57%
增持
GOAU
ETF SER SOLUTIONS
+$434.0K
129,807
+4%
减持
URNM
SPROTT FDS TR
+$428.9K
62,731
-3%
建仓
PSA
PUBLIC STORAGE OPER CO
+$422.6K
1,560
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$406.6K
24,364
+4%
清仓
JKHY
HENRY JACK & ASSOC INC
-$389.2K
0
-100%
清仓
CTAS
CINTAS CORP
-$388.9K
0
-100%
清仓
V
VISA INC
-$386.8K
0
-100%
减持
PSX
PHILLIPS 66
+$384.6K
7,889
-3%
清仓
BLOK
AMPLIFY ETF TR
-$363.7K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$354.8K
0
-100%
建仓
BWXT
BWX TECHNOLOGIES INC
+$347.4K
1,699
清仓
AZO
AUTOZONE INC
-$329.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$327.1K
0
-100%
建仓
MRK
MERCK & CO INC
+$325.9K
2,709
清仓
HD
HOME DEPOT INC
-$312.1K
0
-100%
建仓
EOG
EOG RES INC
+$308.7K
2,135
清仓
LOPE
GRAND CANYON ED INC
-$306.8K
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$303.4K
0
-100%
减持
MCD
MCDONALDS CORP
-$302.4K
4,543
-19%
增持
NVS
NOVARTIS AG
+$297.2K
4,343
+64%
减持
SPMD
SPDR SERIES TRUST
-$295.5K
6,427
-45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$281.3K
805
-39%
减持
AMZN
AMAZON COM INC
-$274.7K
1,433
-42%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$259.4K
12,640
+7%
清仓
CL
COLGATE PALMOLIVE CO
-$258.6K
0
-100%
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$247.5K
0
-100%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$245.7K
16,246
+16%
清仓
BITB
BITWISE BITCOIN ETF TR
-$245.5K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$239.3K
979
减持
WRB
BERKLEY W R CORP
-$236.0K
20,432
-10%
清仓
SLV
ISHARES SILVER TR
-$234.2K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
-$229.7K
1,467
-35%
清仓
MBSF
VALUED ADVISERS TR
-$224.9K
0
-100%
清仓
GMAB
GENMAB A/S
-$223.5K
0
-100%
减持
PAAS
PAN AMERN SILVER CORP
-$219.8K
6,505
-41%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$207.9K
0
-100%
增持
FMKT
TIDAL TRUST I
+$204.2K
64,631
+24%
清仓
CEG
CONSTELLATION ENERGY CORP
-$202.8K
0
-100%
减持
LLY
ELI LILLY & CO
-$202.2K
223
-41%
建仓
PEP
PEPSICO INC
+$201.9K
1,300
增持
PWR
QUANTA SVCS INC
+$197.9K
1,554
+0%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$192.7K
13,145
+4%
减持
—
EXXON MOBIL CORP
+$174.4K
4,308
-7%
增持
NOC
NORTHROP GRUMMAN CORP
+$173.4K
1,538
+0%
增持
HECA
ETF OPPORTUNITIES TRUST
+$158.7K
54,468
+7%
增持
INTC
INTEL CORP
+$155.6K
8,678
+41%
增持
AAPL
APPLE INC
+$155.3K
9,522
+14%
减持
SPYM
SPDR SERIES TRUST
-$145.8K
27,013
-2%
减持
FTXL
FIRST TR EXCHANGE TRADED FD
+$132.8K
7,575
-0%
减持
AVLV
AMERICAN CENTY ETF TR
-$125.9K
6,666
-24%
减持
GOOGL
ALPHABET INC
-$125.6K
4,740
-0%
减持
GOOG
ALPHABET INC
-$118.3K
1,863
-10%
减持
AVUV
AMERICAN CENTY ETF TR
-$117.8K
26,375
-11%
增持
QTUM
ETF SER SOLUTIONS
+$103.5K
11,985
+11%
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$101.9K
4,542
-10%
增持
VRSK
VERISK ANALYTICS INC
+$97.9K
3,166
+41%
减持
VIV
TELEFONICA BRASIL SA
+$93.7K
120,707
-22%
增持
PYPL
PAYPAL HLDGS INC
-$76.8K
5,934
+0%
增持
NVDA
NVIDIA CORPORATION
+$45.3K
1,897
+24%
增持
—
CARNIVAL CORP
-$44.8K
10,110
+1%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$41.5K
51,175
-0%
减持
FNV
FRANCO NEV CORP
+$36.0K
2,281
-10%
减持
LMT
LOCKHEED MARTIN CORP
+$32.1K
803
-14%
增持
BTI
BRITISH AMERN TOB PLC
+$28.3K
6,735
+4%
减持
KO
COCA COLA CO
+$27.3K
5,252
-1%
增持
ATAT
ATOUR LIFESTYLE HLDGS LTD
-$26.0K
13,325
+2%
增持
BDX
BECTON DICKINSON & CO
+$25.4K
1,987
+34%
减持
CME
CME GROUP INC
-$22.4K
1,213
-13%
减持
HSY
HERSHEY CO
-$20.7K
4,320
-14%
增持
TMUS
T-MOBILE US INC
+$20.6K
2,538
+1%
增持
INTU
INTUIT
+$20.0K
1,163
+60%
减持
IBB
ISHARES TR
-$19.4K
8,726
-1%
减持
—
VIKING HOLDINGS LTD
-$14.4K
4,586
-7%
增持
CALM
CAL MAINE FOODS INC
+$13.9K
5,279
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$10.0K
8,073
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$20
2,072
+3%