Sunbelt Securities, Inc.
HOUSTON TX · SEC CIK 0001632932
$15.84亿2026Q1 申报市值
2,953持仓数
30.0%前十大占比 · 第一大 14.5%
283 / 171新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SNDK 加仓+$1,241.45万
MU 加仓+$512.34万
SCHV 加仓+$311.79万
FDEM 加仓+$280.64万
IJR 加仓+$270.78万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$665.96万
EXXON MOBIL CORP 减仓-$284.27万
FQAL 减仓-$273.43万
SCHD 减仓-$226.49万
INNOVATOR BUFFER 减仓-$155.56万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $2.29亿 | 14.47% | 1,351,473 | -16,755 | -1.2% | -$284.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $5,225.15万 | 3.30% | 299,607 | -38,186 | -11.3% | -$665.96万 | 减仓 |
| AAPL | APPLE INC COM | $3,204.97万 | 2.02% | 126,284 | 1,027 | 0.8% | $26.06万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,906.62万 | 1.83% | 78,521 | 2,784 | 3.7% | $103.06万 | 加仓 |
| AVGO | BROADCOM INC COM | $2,561.58万 | 1.62% | 82,762 | 1,504 | 1.9% | $46.55万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $2,236.35万 | 1.41% | 253,669 | -8,499 | -3.2% | -$74.93万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,211.84万 | 1.40% | 38,321 | 194 | 0.5% | $11.20万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,168.76万 | 1.37% | 744,512 | 17,532 | 2.4% | $51.07万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $2,074.59万 | 1.31% | 183,413 | 1,549 | 0.9% | $17.52万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,040.80万 | 1.29% | 31,243 | 1,307 | 4.4% | $85.37万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $1,970.23万 | 1.24% | 1,186,168 | 161,449 | 15.8% | $268.17万 | 加仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $1,919.35万 | 1.21% | 165,049 | -6,638 | -3.9% | -$77.19万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,850.22万 | 1.17% | 88,838 | 1,658 | 1.9% | $34.53万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,565.89万 | 0.99% | 467,920 | 10,233 | 2.2% | $34.24万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1,557.25万 | 0.98% | 510,572 | 102,225 | 25.0% | $311.79万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,525.47万 | 0.96% | 23,457 | 198 | 0.9% | $12.88万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $1,405.30万 | 0.89% | 516,085 | 85,162 | 19.8% | $231.90万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,243.51万 | 0.78% | 43,349 | 1,378 | 3.3% | $39.53万 | 加仓 |
| SNDK | SANDISK CORP COM | $1,241.84万 | 0.78% | 19,546 | 19,540 | 325,666.7% | $1,241.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1,216.57万 | 0.77% | 83,167 | -10,605 | -11.3% | -$155.13万 | 减仓 |
| — | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $1,127.66万 | 0.71% | 327,142 | -33,352 | -9.3% | -$114.96万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,094.80万 | 0.69% | 38,072 | -103 | -0.3% | -$2.96万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,024.76万 | 0.65% | 113,195 | -2,198 | -1.9% | -$19.90万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,002.17万 | 0.63% | 80,619 | 21,783 | 37.0% | $270.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $959.89万 | 0.61% | 39,269 | -1,607 | -3.9% | -$39.28万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $959.11万 | 0.61% | 329,819 | 11,928 | 3.8% | $34.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $947.79万 | 0.60% | 65,618 | -1,234 | -1.8% | -$17.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $937.95万 | 0.59% | 19,573 | -991 | -4.8% | -$47.49万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $923.81万 | 0.58% | 43,751 | -4,436 | -9.2% | -$93.67万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $919.35万 | 0.58% | 296,948 | 11,141 | 3.9% | $34.49万 | 加仓 |
| TSLA | TESLA INC COM | $914.58万 | 0.58% | 24,602 | 549 | 2.3% | $20.41万 | 加仓 |
| MRK | MERCK & CO INC COM | $914.43万 | 0.58% | 76,019 | -697 | -0.9% | -$8.38万 | 减仓 |
| META | META PLATFORMS INC CL A | $903.86万 | 0.57% | 15,798 | 272 | 1.8% | $15.56万 | 加仓 |
| ABBV | ABBVIE INC COM | $878.55万 | 0.55% | 40,395 | 3 | 0.0% | $652 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $854.40万 | 0.54% | 121,744 | 67 | 0.1% | $4,702 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $839.94万 | 0.53% | 221,971 | -5,356 | -2.4% | -$20.27万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $837.52万 | 0.53% | 217,991 | -3,114 | -1.4% | -$11.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $810.77万 | 0.51% | 27,562 | 1,199 | 4.5% | $35.27万 | 加仓 |
| KO | COCA COLA CO COM | $803.44万 | 0.51% | 105,646 | -1,261 | -1.2% | -$9.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $759.91万 | 0.48% | 22,493 | 15,165 | 206.9% | $512.34万 | 加仓 |
| V | VISA INC COM CL A | $744.38万 | 0.47% | 24,629 | -151 | -0.6% | -$4.56万 | 减仓 |
| — | INNOVATOR BUFFER STEP-UP STRATEGY ETF | $740.73万 | 0.47% | 205,710 | -43,201 | -17.4% | -$155.56万 | 减仓 |
| WMT | WALMART INC COM | $683.83万 | 0.43% | 55,023 | -2,070 | -3.6% | -$25.73万 | 减仓 |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | $637.62万 | 0.40% | 62,653 | 13,142 | 26.5% | $133.75万 | 加仓 |
| FDEM | FIDELITY EMERGING MARKETS MULTIFACTOR ETF | $625.49万 | 0.39% | 198,066 | 88,865 | 81.4% | $280.64万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $602.18万 | 0.38% | 42,279 | 2,916 | 7.4% | $41.53万 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $584.10万 | 0.37% | 58,050 | 373 | 0.6% | $3.75万 | 加仓 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $582.76万 | 0.37% | 172,363 | 25,904 | 17.7% | $87.58万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $581.58万 | 0.37% | 39,851 | 244 | 0.6% | $3.56万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $581.44万 | 0.37% | 42,841 | 5,651 | 15.2% | $76.70万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $578.56万 | 0.37% | 188,580 | -73,825 | -28.1% | -$226.49万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $570.72万 | 0.36% | 34,518 | 18 | 0.1% | $2,976 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $569.37万 | 0.36% | 5,714 | 105 | 1.9% | $10.46万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $568.47万 | 0.36% | 112,860 | 105 | 0.1% | $5,289 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $549.63万 | 0.35% | 26,565 | -813 | -3.0% | -$16.82万 | 减仓 |
| FHEQ | FIDELITY HEDGED EQUITY ETF | $547.64万 | 0.35% | 186,147 | 55,996 | 43.0% | $164.74万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $539.81万 | 0.34% | 81,802 | 1,457 | 1.8% | $9.61万 | 加仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $523.90万 | 0.33% | 72,163 | -37,663 | -34.3% | -$273.43万 | 减仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $505.61万 | 0.32% | 128,069 | 4,122 | 3.3% | $16.27万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $504.02万 | 0.32% | 34,830 | -41 | -0.1% | -$5,933 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $497.38万 | 0.31% | 25,916 | 1,863 | 7.7% | $35.75万 | 加仓 |
| NFLX | NETFLIX INC. COM | $491.44万 | 0.31% | 51,112 | 13,083 | 34.4% | $125.79万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $490.44万 | 0.31% | 142,527 | 570 | 0.4% | $1.96万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $490.31万 | 0.31% | 57,745 | -10,273 | -15.1% | -$87.23万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $462.45万 | 0.29% | 6,628 | 168 | 2.6% | $11.72万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - JANUARY | $458.59万 | 0.29% | 189,178 | -7,438 | -3.8% | -$18.03万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $454.79万 | 0.29% | 138,025 | 6,618 | 5.0% | $21.81万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $451.94万 | 0.29% | 40,796 | -2,092 | -4.9% | -$23.18万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $437.34万 | 0.28% | 17,700 | 212 | 1.2% | $5.24万 | 加仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $432.22万 | 0.27% | 105,188 | -1,100 | -1.0% | -$4.52万 | 减仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $429.70万 | 0.27% | 80,423 | -2,155 | -2.6% | -$11.51万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $412.62万 | 0.26% | 228,982 | 62,352 | 37.4% | $112.36万 | 加仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $411.56万 | 0.26% | 35,816 | 5,015 | 16.3% | $57.63万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $409.11万 | 0.26% | 211,975 | 10,299 | 5.1% | $19.88万 | 加仓 |
| MCD | MCDONALDS CORP COM | $399.67万 | 0.25% | 12,860 | -873 | -6.4% | -$27.13万 | 减仓 |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $395.88万 | 0.25% | 97,086 | -1,000 | -1.0% | -$4.08万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $393.53万 | 0.25% | 21,691 | -254 | -1.2% | -$4.61万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $383.19万 | 0.24% | 18,418 | 403 | 2.2% | $8.38万 | 加仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $381.24万 | 0.24% | 45,510 | 443 | 1.0% | $3.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $366.70万 | 0.23% | 15,128 | 756 | 5.3% | $18.33万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $366.68万 | 0.23% | 22,341 | 1 | 0.0% | $164 | 加仓 |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $364.18万 | 0.23% | 92,385 | -1,200 | -1.3% | -$4.73万 | 减仓 |
| GFLW | VICTORYSHARES FREE CASH FLOW GROWTH ETF | $361.82万 | 0.23% | 137,598 | 5,697 | 4.3% | $14.98万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $353.20万 | 0.22% | 34,543 | -2,895 | -7.7% | -$29.60万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $348.07万 | 0.22% | 81,821 | -429 | -0.5% | -$1.82万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $336.69万 | 0.21% | 83,773 | 3,137 | 3.9% | $12.61万 | 加仓 |
| BX | BLACKSTONE INC COM | $329.41万 | 0.21% | 28,647 | 843 | 3.0% | $9.69万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $321.83万 | 0.20% | 24,216 | 873 | 3.7% | $11.60万 | 加仓 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $320.61万 | 0.20% | 247,000 | 4,538 | 1.9% | $5.89万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $316.91万 | 0.20% | 3,746 | 50 | 1.4% | $4.23万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $310.33万 | 0.20% | 9,183 | 480 | 5.5% | $16.22万 | 加仓 |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $307.38万 | 0.19% | 64,889 | -3,219 | -4.7% | -$15.25万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $307.29万 | 0.19% | 49,024 | 4,532 | 10.2% | $28.41万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $305.91万 | 0.19% | 19,722 | -3 | -0.0% | -$465 | 减仓 |
| CSCO | CISCO SYS INC COM | $298.46万 | 0.19% | 38,467 | -561 | -1.4% | -$4.35万 | 减仓 |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $296.71万 | 0.19% | 31,322 | 1,867 | 6.3% | $17.69万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $295.39万 | 0.19% | 13,504 | -229 | -1.7% | -$5.01万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $295.39万 | 0.19% | 6,242 | 3,945 | 171.7% | $186.69万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $281.23万 | 0.18% | 5,628 | -299 | -5.0% | -$14.94万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $279.53万 | 0.18% | 40,939 | 3,622 | 9.7% | $24.73万 | 加仓 |