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 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY AAA CLO ETF | $30.30万 | 0.02% | 6,070 | 6,070 | — | $30.30万 | 新建仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $30.47万 | 0.02% | 6,288 | 6,288 | — | $30.47万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $30.70万 | 0.02% | 3,099 | 774 | 33.3% | $7.67万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $31.03万 | 0.02% | 1,104 | 192 | 21.1% | $5.40万 | 加仓 |
| SGDM | SPROTT GOLD MINERS ETF | $31.06万 | 0.02% | 4,114 | -120 | -2.8% | -$9,059 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $31.43万 | 0.02% | 3,406 | 7 | 0.2% | $646 | 加仓 |
| — | PROSHARES RUSSELL 2000 HIGH INCOME ETF | $31.45万 | 0.02% | 7,907 | 2,007 | 34.0% | $7.98万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $31.61万 | 0.02% | 3,783 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $31.66万 | 0.02% | 2,818 | 13 | 0.5% | $1,461 | 加仓 |
| — | YIELDMAX TSM OPTION INCOME STRATEGY ETF | $32.03万 | 0.02% | 20,978 | 11,899 | 131.1% | $18.17万 | 加仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $32.04万 | 0.02% | 2,523 | -25 | -1.0% | -$3,175 | 减仓 |
| MTB | M & T BK CORP COM | $32.45万 | 0.02% | 1,570 | -50 | -3.1% | -$1.03万 | 减仓 |
| INTU | INTUIT COM | $32.74万 | 0.02% | 757 | -110 | -12.7% | -$4.76万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $32.93万 | 0.02% | 1,616 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC COM | $32.95万 | 0.02% | 710 | -4 | -0.6% | -$1,857 | 减仓 |
| — | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | $33.03万 | 0.02% | 10,312 | -54 | -0.5% | -$1,730 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $33.07万 | 0.02% | 13,642 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $33.07万 | 0.02% | 3,839 | 20 | 0.5% | $1,723 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $33.11万 | 0.02% | 6,299 | -557 | -8.1% | -$2.93万 | 减仓 |
| S | SENTINELONE INC CL A | $33.14万 | 0.02% | 25,730 | 2,115 | 9.0% | $2.72万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $33.20万 | 0.02% | 2,812 | -8 | -0.3% | -$944 | 减仓 |
| PAGP | PLAINS GP HLDGS L P LTD PARTNR INT A | $33.24万 | 0.02% | 13,691 | 16 | 0.1% | $388 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.40万 | 0.02% | 8,693 | 1,089 | 14.3% | $4.18万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $33.66万 | 0.02% | 3,885 | 2,206 | 131.4% | $19.11万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $33.82万 | 0.02% | 2,580 | 1 | 0.0% | $131 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $34.00万 | 0.02% | 2,724 | 630 | 30.1% | $7.86万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $34.24万 | 0.02% | 1,174 | -38 | -3.1% | -$1.11万 | 减仓 |
| ZG | ZILLOW GROUP INC CL A | $34.30万 | 0.02% | 8,287 | 15 | 0.2% | $621 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $34.40万 | 0.02% | 3,969 | -136 | -3.3% | -$1.18万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $34.46万 | 0.02% | 7,384 | -68 | -0.9% | -$3,173 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $34.47万 | 0.02% | 3,762 | 2,847 | 311.1% | $26.09万 | 加仓 |
| — | INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER | $34.58万 | 0.02% | 10,823 | 3,101 | 40.2% | $9.91万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $34.67万 | 0.02% | 6,158 | 51 | 0.8% | $2,872 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $34.68万 | 0.02% | 2,391 | -1,529 | -39.0% | -$22.18万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $34.93万 | 0.02% | 1,098 | -14 | -1.3% | -$4,454 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | $34.98万 | 0.02% | 11,915 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $35.35万 | 0.02% | 5,438 | -2,422 | -30.8% | -$15.74万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $35.48万 | 0.02% | 7,187 | -504 | -6.6% | -$2.49万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $35.53万 | 0.02% | 1,924 | 19 | 1.0% | $3,509 | 加仓 |
| IYE | ISHARES U.S. ENERGY ETF | $35.55万 | 0.02% | 5,489 | -2,130 | -28.0% | -$13.80万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $35.87万 | 0.02% | 778 | -82 | -9.5% | -$3.78万 | 减仓 |
| — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | $35.96万 | 0.02% | 15,143 | 3,161 | 26.4% | $7.51万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $36.11万 | 0.02% | 2,138 | 775 | 56.9% | $13.09万 | 加仓 |
| IOT | SAMSARA INC COM CL A | $36.13万 | 0.02% | 11,400 | 3,050 | 36.5% | $9.67万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $36.15万 | 0.02% | 5,641 | -282 | -4.8% | -$1.81万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $36.34万 | 0.02% | 1,133 | -1 | -0.1% | -$321 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP COM | $36.81万 | 0.02% | 101,969 | 9,364 | 10.1% | $3.38万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $36.88万 | 0.02% | 279 | -48 | -14.7% | -$6.34万 | 减仓 |
| KKR | KKR & CO INC COM | $36.91万 | 0.02% | 3,991 | 140 | 3.6% | $1.29万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $37.14万 | 0.02% | 15,146 | 80 | 0.5% | $1,962 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $37.31万 | 0.02% | 7,843 | 336 | 4.5% | $1.60万 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $37.33万 | 0.02% | 3,239 | 418 | 14.8% | $4.82万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC COM | $37.41万 | 0.02% | 34,197 | 15 | 0.0% | $164 | 加仓 |
| SBR | SABINE RTY TR UNIT BEN INT | $37.67万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $37.91万 | 0.02% | 4,115 | -703 | -14.6% | -$6.48万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $37.99万 | 0.02% | 1,921 | -1,239 | -39.2% | -$24.50万 | 减仓 |
| BDVL | ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT | $38.13万 | 0.02% | 15,467 | -6,717 | -30.3% | -$16.56万 | 减仓 |
| — | INNOVATOR GROWTH ACCELERATED PLUS ETF - JULY | $38.32万 | 0.02% | 9,962 | -1,049 | -9.5% | -$4.03万 | 减仓 |
| ADBE | ADOBE INC COM | $38.36万 | 0.02% | 1,578 | -669 | -29.8% | -$16.26万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $38.51万 | 0.02% | 4,384 | 8 | 0.2% | $703 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $38.88万 | 0.02% | 1,687 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR PREMIUM INCOME 30 BARRIER ETF - APRIL | $39.13万 | 0.02% | 15,970 | -840 | -5.0% | -$2.06万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $39.39万 | 0.02% | 6,122 | -847 | -12.2% | -$5.45万 | 减仓 |
| — | CAMBRIA TAX AWARE ETF | $39.64万 | 0.03% | 14,608 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $40.16万 | 0.03% | 3,389 | -996 | -22.7% | -$11.80万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $40.34万 | 0.03% | 3,081 | -299 | -8.8% | -$3.92万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $40.45万 | 0.03% | 823 | 250 | 43.6% | $12.29万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $40.58万 | 0.03% | 4,422 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $40.64万 | 0.03% | 4,211 | 660 | 18.6% | $6.37万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $40.68万 | 0.03% | 7,058 | 76 | 1.1% | $4,381 | 加仓 |
| MLPA | GLOBAL X MLP ETF | $40.84万 | 0.03% | 7,581 | 2,000 | 35.8% | $10.77万 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY | $41.46万 | 0.03% | 13,606 | 971 | 7.7% | $2.96万 | 加仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $42.45万 | 0.03% | 9,025 | -1,195 | -11.7% | -$5.62万 | 减仓 |
| PINS | PINTEREST INC CL A | $42.60万 | 0.03% | 23,228 | -118 | -0.5% | -$2,164 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $42.75万 | 0.03% | 1,706 | 260 | 18.0% | $6.52万 | 加仓 |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | $42.91万 | 0.03% | 10,914 | 10,382 | 1,951.5% | $40.82万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $43.13万 | 0.03% | 342 | -2 | -0.6% | -$2,522 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $43.20万 | 0.03% | 5,810 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $43.20万 | 0.03% | 10,591 | 117 | 1.1% | $4,772 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $43.26万 | 0.03% | 2,115 | 13 | 0.6% | $2,659 | 加仓 |
| — | INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $43.56万 | 0.03% | 11,357 | -48 | -0.4% | -$1,841 | 减仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $43.58万 | 0.03% | 13,086 | -1,954 | -13.0% | -$6.51万 | 减仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $43.59万 | 0.03% | 4,498 | -13,268 | -74.7% | -$128.58万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $43.75万 | 0.03% | 30,233 | 1,017 | 3.5% | $1.47万 | 加仓 |
| — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER | $43.86万 | 0.03% | 19,255 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $44.05万 | 0.03% | 7,126 | 20 | 0.3% | $1,236 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $44.29万 | 0.03% | 8,653 | -178 | -2.0% | -$9,110 | 减仓 |
| FDEC | FT VEST US EQUITY BUFFER ETF - DECEMBER | $44.31万 | 0.03% | 8,911 | 210 | 2.4% | $1.04万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $44.48万 | 0.03% | 810 | 459 | 130.8% | $25.21万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $44.57万 | 0.03% | 5,666 | 50 | 0.9% | $3,933 | 加仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $44.66万 | 0.03% | 5,075 | 4,735 | 1,392.6% | $41.67万 | 加仓 |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | $44.67万 | 0.03% | 13,286 | 296 | 2.3% | $9,952 | 加仓 |
| VFVA | VANGUARD U.S. VALUE FACTOR ETF | $44.99万 | 0.03% | 3,342 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $45.42万 | 0.03% | 11,953 | -14,906 | -55.5% | -$56.65万 | 减仓 |
| GAUG | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $45.53万 | 0.03% | 11,763 | -4,000 | -25.4% | -$15.48万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $45.64万 | 0.03% | 1,022 | -4 | -0.4% | -$1,786 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $45.65万 | 0.03% | 41,273 | 18,650 | 82.4% | $20.63万 | 加仓 |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | $45.68万 | 0.03% | 11,674 | 49 | 0.4% | $1,917 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $45.71万 | 0.03% | 12,898 | 2,949 | 29.6% | $10.45万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $45.83万 | 0.03% | 5,689 | -6,423 | -53.0% | -$51.74万 | 减仓 |