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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $1,903.38万 | 0.24% | 204,929 | -6,336 | -3.0% | -$58.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,885.90万 | 0.24% | 55,035 | -6,998 | -11.3% | -$239.80万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1,878.13万 | 0.23% | 870,712 | 199,341 | 29.7% | $429.98万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,772.69万 | 0.22% | 441,078 | 135,341 | 44.3% | $543.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,769.62万 | 0.22% | 266,504 | 21,124 | 8.6% | $140.27万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1,761.31万 | 0.22% | 1,592,507 | -72,851 | -4.4% | -$80.57万 | 减仓 |
| MTZ | MASTEC INC | $1,720.41万 | 0.22% | 53,472 | 9,679 | 22.1% | $311.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,707.34万 | 0.21% | 281,210 | 4,009 | 1.4% | $24.34万 | 加仓 |
| FDX | FEDEX CORP | $1,703.29万 | 0.21% | 47,437 | -3,418 | -6.7% | -$122.73万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,682.72万 | 0.21% | 79,281 | 1,043 | 1.3% | $22.14万 | 加仓 |
| KKR | KKR & CO INC | $1,646.85万 | 0.21% | 178,038 | -3,555 | -2.0% | -$32.88万 | 减仓 |
| NFLX | NETFLIX INC. | $1,646.36万 | 0.21% | 170,736 | -6,690 | -3.8% | -$64.51万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,630.17万 | 0.20% | 67,057 | -3,799 | -5.4% | -$92.35万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,607.13万 | 0.20% | 80,871 | 9,751 | 13.7% | $193.78万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,591.06万 | 0.20% | 187,536 | 187,536 | — | $1,591.06万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,591.05万 | 0.20% | 15,771 | -162 | -1.0% | -$16.34万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $1,580.44万 | 0.20% | 761,660 | 339,533 | 80.4% | $704.53万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,547.63万 | 0.19% | 463,778 | 92,745 | 25.0% | $309.49万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,532.95万 | 0.19% | 116,753 | 848 | 0.7% | $11.13万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,516.28万 | 0.19% | 394,659 | 121,004 | 44.2% | $464.90万 | 加仓 |
| USB | US BANCORP | $1,507.04万 | 0.19% | 287,824 | 3,141 | 1.1% | $16.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,501.18万 | 0.19% | 103,931 | 12,198 | 13.3% | $176.19万 | 加仓 |
| PFF | ISHARES TR | $1,496.21万 | 0.19% | 493,472 | -19,919 | -3.9% | -$60.39万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,436.03万 | 0.18% | 253,805 | 88 | 0.0% | $4,979 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $1,433.55万 | 0.18% | 660,624 | 11,265 | 1.7% | $24.45万 | 加仓 |
| IVV | ISHARES TR | $1,410.12万 | 0.18% | 21,587 | 2,705 | 14.3% | $176.70万 | 加仓 |
| GLD | SPDR GOLD TR | $1,391.86万 | 0.17% | 31,649 | -784 | -2.4% | -$34.48万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,384.52万 | 0.17% | 37,680 | 1,732 | 4.8% | $63.64万 | 加仓 |
| AON | AON PLC | $1,373.63万 | 0.17% | 42,556 | 2,300 | 5.7% | $74.24万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $1,364.96万 | 0.17% | 237,055 | 1,636 | 0.7% | $9.42万 | 加仓 |
| ADEA | ADEIA INC | $1,358.10万 | 0.17% | 565,167 | -106,442 | -15.8% | -$255.78万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,357.60万 | 0.17% | 84,486 | 5,586 | 7.1% | $89.76万 | 加仓 |
| BG | BUNGE GLOBAL SA | $1,353.97万 | 0.17% | 106,444 | -9,984 | -8.6% | -$127.00万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,347.91万 | 0.17% | 102,299 | 3,863 | 3.9% | $50.90万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,309.76万 | 0.16% | 90,359 | 5,781 | 6.8% | $83.80万 | 加仓 |
| — | WISDOMTREE TR | $1,291.57万 | 0.16% | 240,471 | 56,181 | 30.5% | $301.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,289.05万 | 0.16% | 255,399 | -2,058 | -0.8% | -$10.39万 | 减仓 |
| ZTS | ZOETIS INC | $1,283.56万 | 0.16% | 108,583 | -20,505 | -15.9% | -$242.39万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,282.72万 | 0.16% | 11,068 | 712 | 6.9% | $82.52万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,278.72万 | 0.16% | 158,630 | 35,427 | 28.8% | $285.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,272.10万 | 0.16% | 85,895 | 218 | 0.3% | $3.23万 | 加仓 |
| PKG | PACKAGING CORP AMER | $1,242.21万 | 0.16% | 58,250 | 505 | 0.9% | $10.77万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,232.18万 | 0.15% | 92,715 | 896 | 1.0% | $11.91万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,207.24万 | 0.15% | 128,102 | 4,509 | 3.6% | $42.49万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,199.31万 | 0.15% | 86,706 | 27,349 | 46.1% | $378.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,196.33万 | 0.15% | 47,742 | -1,945 | -3.9% | -$48.74万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,193.05万 | 0.15% | 34,506 | 1,550 | 4.7% | $53.59万 | 加仓 |
| UNP | UNION PAC CORP | $1,184.21万 | 0.15% | 48,312 | 508 | 1.1% | $12.45万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,172.63万 | 0.15% | 161,120 | -3,780 | -2.3% | -$27.51万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,163.94万 | 0.15% | 23,680 | 1,869 | 8.6% | $91.87万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1,163.66万 | 0.15% | 396,342 | -37,367 | -8.6% | -$109.71万 | 减仓 |
| DGRO | ISHARES TR | $1,161.39万 | 0.15% | 165,488 | 9,331 | 6.0% | $65.48万 | 加仓 |
| SO | SOUTHERN CO | $1,142.28万 | 0.14% | 118,346 | -1,892 | -1.6% | -$18.26万 | 减仓 |
| WRB | BERKLEY W R CORP | $1,122.28万 | 0.14% | 169,325 | -104,690 | -38.2% | -$693.88万 | 减仓 |
| IWN | ISHARES TR | $1,121.85万 | 0.14% | 59,173 | 5,879 | 11.0% | $111.46万 | 加仓 |
| INTU | INTUIT | $1,104.95万 | 0.14% | 25,555 | 6,321 | 32.9% | $273.31万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $1,103.78万 | 0.14% | 890,862 | 325,508 | 57.6% | $403.30万 | 加仓 |
| RMD | RESMED INC | $1,094.83万 | 0.14% | 48,772 | -655 | -1.3% | -$14.70万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,086.69万 | 0.14% | 39,963 | -1,455 | -3.5% | -$39.56万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1,069.24万 | 0.13% | 61,956 | 638 | 1.0% | $11.01万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,056.20万 | 0.13% | 26,959 | 3,257 | 13.7% | $127.60万 | 加仓 |
| AES | AES CORP | $1,051.67万 | 0.13% | 746,392 | -93,602 | -11.1% | -$131.89万 | 减仓 |
| C | CITIGROUP INC | $1,036.10万 | 0.13% | 91,359 | -11,312 | -11.0% | -$128.29万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,033.82万 | 0.13% | 243,024 | 58,399 | 31.6% | $248.43万 | 加仓 |
| IWO | ISHARES TR | $1,026.46万 | 0.13% | 32,709 | 2,872 | 9.6% | $90.13万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,025.67万 | 0.13% | 123,948 | 3,167 | 2.6% | $26.21万 | 加仓 |
| ORI | OLD REP INTL CORP | $1,017.91万 | 0.13% | 253,824 | 64,129 | 33.8% | $257.18万 | 加仓 |
| LIN | LINDE PLC | $1,014.51万 | 0.13% | 20,464 | 506 | 2.5% | $25.09万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $1,011.97万 | 0.13% | 220,954 | -5,569 | -2.5% | -$25.51万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,007.62万 | 0.13% | 18,353 | 1,203 | 7.0% | $66.05万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $1,006.61万 | 0.13% | 66,510 | 2,798 | 4.4% | $42.35万 | 加仓 |
| TGT | TARGET CORP | $1,001.81万 | 0.13% | 80,265 | 1,872 | 2.4% | $23.37万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $998.86万 | 0.12% | 447,118 | 13,371 | 3.1% | $29.87万 | 加仓 |
| PFE | PFIZER INC | $972.57万 | 0.12% | 343,425 | 16,157 | 4.9% | $45.76万 | 加仓 |
| CRM | SALESFORCE INC | $971.41万 | 0.12% | 51,547 | -5,261 | -9.3% | -$99.14万 | 减仓 |
| RGLD | ROYAL GOLD INC | $966.94万 | 0.12% | 37,995 | 12,867 | 51.2% | $327.45万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $964.62万 | 0.12% | 207,983 | 11,739 | 6.0% | $54.45万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $956.33万 | 0.12% | 666,432 | 90,129 | 15.6% | $129.34万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $954.36万 | 0.12% | 107,594 | 13,029 | 13.8% | $115.57万 | 加仓 |
| BA | BOEING CO | $953.49万 | 0.12% | 47,907 | -1,859 | -3.7% | -$37.00万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $942.42万 | 0.12% | 75,316 | -2,253 | -2.9% | -$28.19万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $928.11万 | 0.12% | 304,297 | 47,618 | 18.6% | $145.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $917.79万 | 0.11% | 169,804 | -2,398 | -1.4% | -$12.96万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $910.27万 | 0.11% | 189,443 | 21,113 | 12.5% | $101.45万 | 加仓 |
| SLV | ISHARES SILVER TR | $886.63万 | 0.11% | 128,161 | -34,474 | -21.2% | -$238.49万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $883.84万 | 0.11% | 95,452 | -694 | -0.7% | -$6.43万 | 减仓 |
| VLO | VALERO ENERGY CORP | $880.15万 | 0.11% | 35,622 | -11,899 | -25.0% | -$294.00万 | 减仓 |
| MPLX | MPLX LP | $868.82万 | 0.11% | 151,660 | 13,995 | 10.2% | $80.17万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $857.76万 | 0.11% | 83,258 | -19,715 | -19.1% | -$203.11万 | 减仓 |
| ORCL | ORACLE CORP | $851.26万 | 0.11% | 56,896 | 123 | 0.2% | $1.84万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $850.32万 | 0.11% | 205,453 | 4,429 | 2.2% | $18.33万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $845.28万 | 0.11% | 42,430 | 2,152 | 5.3% | $42.87万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $828.89万 | 0.10% | 121,395 | 6,168 | 5.4% | $42.12万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $828.07万 | 0.10% | 83,474 | 7,638 | 10.1% | $75.77万 | 加仓 |
| AME | AMETEK INC | $827.83万 | 0.10% | 38,619 | -476 | -1.2% | -$10.20万 | 减仓 |
| LQD | ISHARES TR | $819.99万 | 0.10% | 75,236 | -108 | -0.1% | -$1.18万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $812.08万 | 0.10% | 179,266 | -290 | -0.2% | -$1.31万 | 减仓 |
| USFR | WISDOMTREE TR | $811.03万 | 0.10% | 161,111 | -96,854 | -37.5% | -$487.56万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $810.62万 | 0.10% | 162,743 | -195,848 | -54.6% | -$975.52万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $804.12万 | 0.10% | 144,834 | -2,404 | -1.6% | -$13.35万 | 减仓 |