STEPHENS INC /AR/
LITTLE ROCK AR · SEC CIK 0000757657
$79.96亿2026Q1 申报市值
1,311持仓数
19.5%前十大占比 · 第一大 2.6%
101 / 89新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$2,209.20万
KRUS 加仓+$1,870.06万
AVDE 新建仓+$1,591.06万
FTCB 加仓+$1,548.65万
WMT 加仓+$1,205.28万
2026Q1 卖出最多 按季末市值估算
IWS 减仓-$2,289.50万
SPY 减仓-$1,971.44万
FJAN 减仓-$1,266.07万
FFEB 减仓-$1,185.59万
LMBS 减仓-$975.52万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.11亿 | 2.64% | 657,184 | -16,434 | -2.4% | -$527.22万 | 减仓 |
| AAPL | APPLE INC | $2.08亿 | 2.60% | 816,725 | -20,853 | -2.5% | -$530.90万 | 减仓 |
| WMT | WALMART INC | $1.92亿 | 2.40% | 1,540,042 | 96,913 | 6.7% | $1,205.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.52亿 | 1.90% | 262,925 | -5,035 | -1.9% | -$290.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.42亿 | 1.77% | 810,438 | 24,646 | 3.1% | $431.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.42亿 | 1.77% | 382,340 | 21,251 | 5.9% | $787.83万 | 加仓 |
| AMZN | AMAZON COM INC | $1.36亿 | 1.70% | 652,465 | 53,650 | 9.0% | $1,119.58万 | 加仓 |
| AVGO | BROADCOM INC | $1.28亿 | 1.60% | 411,322 | 8,509 | 2.1% | $263.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.25亿 | 1.56% | 424,070 | 9,279 | 2.2% | $273.65万 | 加仓 |
| IWD | ISHARES TR | $1.25亿 | 1.56% | 582,984 | -38,177 | -6.1% | -$815.86万 | 减仓 |
| IWF | ISHARES TR | $1.12亿 | 1.40% | 261,973 | 6,534 | 2.6% | $278.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.08亿 | 1.35% | 166,554 | -30,314 | -15.4% | -$1,971.44万 | 减仓 |
| IWS | ISHARES TR | $9,964.54万 | 1.25% | 683,625 | -157,073 | -18.7% | -$2,289.50万 | 减仓 |
| GOOGL | ALPHABET INC | $9,865.65万 | 1.23% | 342,294 | 838 | 0.2% | $24.15万 | 加仓 |
| GOOG | ALPHABET INC | $8,886.42万 | 1.11% | 309,585 | -17,888 | -5.5% | -$513.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $8,203.12万 | 1.03% | 418,100 | -298 | -0.1% | -$5.85万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $7,727.59万 | 0.97% | 1,107,263 | 267,955 | 31.9% | $1,870.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $6,879.75万 | 0.86% | 81,322 | 5,080 | 6.7% | $429.76万 | 加仓 |
| IWP | ISHARES TR | $6,706.59万 | 0.84% | 523,361 | -26,503 | -4.8% | -$339.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,648.59万 | 0.83% | 111,264 | -2,630 | -2.3% | -$157.16万 | 减仓 |
| IOO | ISHARES TR | $6,389.61万 | 0.80% | 528,198 | 56,666 | 12.0% | $685.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $6,345.13万 | 0.79% | 145,267 | 5,686 | 4.1% | $248.36万 | 加仓 |
| IWV | ISHARES TR | $6,085.10万 | 0.76% | 164,161 | 7,105 | 4.5% | $263.37万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $5,946.84万 | 0.74% | 273,733 | 5,889 | 2.2% | $127.94万 | 加仓 |
| META | META PLATFORMS INC | $5,809.95万 | 0.73% | 101,151 | 7,817 | 8.4% | $449.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $5,551.56万 | 0.69% | 268,036 | 7,568 | 2.9% | $156.75万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,546.21万 | 0.69% | 1,807,762 | 99,254 | 5.8% | $304.51万 | 加仓 |
| AMLP | ALPS ETF TR | $5,318.72万 | 0.67% | 1,010,395 | -2,451 | -0.2% | -$12.90万 | 减仓 |
| — | EXXON MOBIL CORP | $5,298.35万 | 0.66% | 311,896 | -38,580 | -11.0% | -$655.38万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $4,842.50万 | 0.61% | 441,472 | 76,549 | 21.0% | $839.67万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4,704.82万 | 0.59% | 609,591 | 60,858 | 11.1% | $469.70万 | 加仓 |
| SGOV | ISHARES TR | $4,631.64万 | 0.58% | 460,127 | 219,472 | 91.2% | $2,209.20万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,596.82万 | 0.57% | 579,894 | 3,387 | 0.6% | $26.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,575.87万 | 0.57% | 91,580 | 654 | 0.7% | $32.68万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4,531.56万 | 0.57% | 345,684 | 38,505 | 12.5% | $504.76万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4,382.45万 | 0.55% | 94,615 | 14,976 | 18.8% | $693.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,264.92万 | 0.53% | 174,298 | -15,730 | -8.3% | -$384.90万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4,252.72万 | 0.53% | 148,085 | 9,117 | 6.6% | $261.82万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,196.69万 | 0.52% | 829,222 | 22,926 | 2.8% | $116.03万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $4,191.02万 | 0.52% | 1,999,530 | 738,861 | 58.6% | $1,548.65万 | 加仓 |
| SHY | ISHARES TR | $4,159.01万 | 0.52% | 503,696 | 18,494 | 3.8% | $152.70万 | 加仓 |
| IWR | ISHARES TR | $4,075.21万 | 0.51% | 419,131 | -6,021 | -1.4% | -$58.54万 | 减仓 |
| AMGN | AMGEN INC | $4,064.72万 | 0.51% | 114,544 | 9,094 | 8.6% | $322.71万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $4,027.92万 | 0.50% | 133,265 | 2,632 | 2.0% | $79.55万 | 加仓 |
| CAT | CATERPILLAR INC | $3,989.03万 | 0.50% | 56,306 | -1,937 | -3.3% | -$137.23万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,912.48万 | 0.49% | 264,695 | 11,751 | 4.6% | $173.69万 | 加仓 |
| CSCO | CISCO SYS INC | $3,767.10万 | 0.47% | 483,636 | -1,329 | -0.3% | -$10.35万 | 减仓 |
| V | VISA INC | $3,697.74万 | 0.46% | 122,151 | -1,264 | -1.0% | -$38.26万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $3,546.16万 | 0.44% | 1,478,797 | 64,978 | 4.6% | $155.82万 | 加仓 |
| MOAT | VANECK ETF TRUST | $3,515.48万 | 0.44% | 363,545 | -11,853 | -3.2% | -$114.62万 | 减仓 |
| NEM | NEWMONT CORP | $3,511.37万 | 0.44% | 324,376 | 18,674 | 6.1% | $202.15万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,465.71万 | 0.43% | 72,223 | 4,322 | 6.4% | $207.40万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,446.71万 | 0.43% | 608,099 | -11,762 | -1.9% | -$66.67万 | 减仓 |
| LLY | ELI LILLY & CO | $3,412.95万 | 0.43% | 36,913 | -486 | -1.3% | -$44.94万 | 减仓 |
| BX | BLACKSTONE INC | $3,357.16万 | 0.42% | 291,762 | -4,407 | -1.5% | -$50.71万 | 减仓 |
| MRK | MERCK & CO INC | $3,320.50万 | 0.42% | 272,906 | -69,234 | -20.2% | -$842.38万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $3,303.12万 | 0.41% | 56,111 | 4,785 | 9.3% | $281.68万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,277.69万 | 0.41% | 511,500 | 9,379 | 1.9% | $60.10万 | 加仓 |
| APH | AMPHENOL CORP | $3,113.06万 | 0.39% | 246,384 | -3,461 | -1.4% | -$43.73万 | 减仓 |
| ABBV | ABBVIE INC | $3,093.08万 | 0.39% | 142,021 | -8,371 | -5.6% | -$182.31万 | 减仓 |
| IWB | ISHARES TR | $3,090.73万 | 0.39% | 86,682 | 1,466 | 1.7% | $52.27万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,017.52万 | 0.38% | 515,464 | 19,497 | 3.9% | $114.14万 | 加仓 |
| IWM | ISHARES TR | $2,993.23万 | 0.37% | 120,695 | 13,436 | 12.5% | $333.21万 | 加仓 |
| IGSB | ISHARES TR | $2,973.51万 | 0.37% | 565,737 | -10,272 | -1.8% | -$53.99万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $2,757.04万 | 0.34% | 542,724 | -6,041 | -1.1% | -$30.69万 | 减仓 |
| PEP | PEPSICO INC | $2,726.54万 | 0.34% | 173,304 | 39,516 | 29.5% | $621.69万 | 加仓 |
| ET | ENERGY TRANSFER L P | $2,664.24万 | 0.33% | 1,380,437 | -895 | -0.1% | -$1.73万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,658.40万 | 0.33% | 115,596 | -4,023 | -3.4% | -$92.52万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,637.09万 | 0.33% | 100,683 | -824 | -0.8% | -$21.58万 | 减仓 |
| EFA | ISHARES TR | $2,634.25万 | 0.33% | 271,209 | 32,537 | 13.6% | $316.03万 | 加仓 |
| LOW | LOWES COS INC | $2,611.69万 | 0.33% | 110,534 | -223 | -0.2% | -$5.27万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,481.53万 | 0.31% | 284,904 | 17,286 | 6.5% | $150.56万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,414.12万 | 0.30% | 273,835 | -12,743 | -4.4% | -$112.34万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,393.91万 | 0.30% | 632,544 | 27,271 | 4.5% | $103.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,390.38万 | 0.30% | 111,150 | 540 | 0.5% | $11.61万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,378.93万 | 0.30% | 129,093 | 12,845 | 11.0% | $236.71万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,331.55万 | 0.29% | 109,941 | -248 | -0.2% | -$5.26万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,331.31万 | 0.29% | 38,484 | 72 | 0.2% | $4.36万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,326.02万 | 0.29% | 475,941 | -1,642 | -0.3% | -$8.02万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,278.30万 | 0.28% | 118,711 | 48,243 | 68.5% | $925.88万 | 加仓 |
| MCD | MCDONALDS CORP | $2,276.09万 | 0.28% | 72,438 | 1,843 | 2.6% | $57.91万 | 加仓 |
| KO | COCA COLA CO | $2,265.12万 | 0.28% | 292,489 | -7,220 | -2.4% | -$55.91万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,197.20万 | 0.27% | 197,200 | 1,559 | 0.8% | $17.37万 | 加仓 |
| AGG | ISHARES TR | $2,196.12万 | 0.27% | 221,227 | 13,414 | 6.5% | $133.16万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,192.22万 | 0.27% | 198,445 | 56,753 | 40.1% | $626.95万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,186.16万 | 0.27% | 464,349 | -13,365 | -2.8% | -$62.92万 | 减仓 |
| USRT | ISHARES TR | $2,164.20万 | 0.27% | 365,635 | 4,983 | 1.4% | $29.49万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2,146.04万 | 0.27% | 304,359 | -35,635 | -10.5% | -$251.26万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $2,133.20万 | 0.27% | 1,183,795 | 47,535 | 4.2% | $85.66万 | 加仓 |
| HD | HOME DEPOT INC | $2,110.70万 | 0.26% | 63,678 | -147 | -0.2% | -$4.87万 | 减仓 |
| ETN | EATON CORP PLC | $2,105.53万 | 0.26% | 58,470 | 3,399 | 6.2% | $122.40万 | 加仓 |
| TSLA | TESLA INC | $2,029.94万 | 0.25% | 51,123 | -2,225 | -4.2% | -$88.35万 | 减仓 |
| GE | GE AEROSPACE | $1,970.88万 | 0.25% | 69,354 | 13,905 | 25.1% | $395.15万 | 加仓 |
| QUAL | ISHARES TR | $1,967.66万 | 0.25% | 102,584 | 2,904 | 2.9% | $55.70万 | 加仓 |
| QCOM | QUALCOMM INC | $1,955.19万 | 0.24% | 150,857 | -1,876 | -1.2% | -$24.31万 | 减仓 |
| RTX | RTX CORPORATION | $1,946.19万 | 0.24% | 100,495 | -3,278 | -3.2% | -$63.48万 | 减仓 |
| T | AT&T INC | $1,926.73万 | 0.24% | 660,536 | -4,437 | -0.7% | -$12.94万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,925.01万 | 0.24% | 733,059 | 40,823 | 5.9% | $107.20万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,914.54万 | 0.24% | 703,100 | 20,574 | 3.0% | $56.02万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,910.10万 | 0.24% | 254,340 | 2,843 | 1.1% | $21.35万 | 加仓 |