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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,024.76万 | 0.65% | 113,195 | -2,198 | -1.9% | -$19.90万 | 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 |
| — | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | $1,127.66万 | 0.71% | 327,142 | -33,352 | -9.3% | -$114.96万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1,216.57万 | 0.77% | 83,167 | -10,605 | -11.3% | -$155.13万 | 减仓 |
| SNDK | SANDISK CORP COM | $1,241.84万 | 0.78% | 19,546 | 19,540 | 325,666.7% | $1,241.45万 | 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 |
| 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 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,525.47万 | 0.96% | 23,457 | 198 | 0.9% | $12.88万 | 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 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,565.89万 | 0.99% | 467,920 | 10,233 | 2.2% | $34.24万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,850.22万 | 1.17% | 88,838 | 1,658 | 1.9% | $34.53万 | 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 |
| 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 |
| IVV | ISHARES CORE S&P 500 ETF | $2,040.80万 | 1.29% | 31,243 | 1,307 | 4.4% | $85.37万 | 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 |
| 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 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,211.84万 | 1.40% | 38,321 | 194 | 0.5% | $11.20万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $2,236.35万 | 1.41% | 253,669 | -8,499 | -3.2% | -$74.93万 | 减仓 |
| AVGO | BROADCOM INC COM | $2,561.58万 | 1.62% | 82,762 | 1,504 | 1.9% | $46.55万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,906.62万 | 1.83% | 78,521 | 2,784 | 3.7% | $103.06万 | 加仓 |
| AAPL | APPLE INC COM | $3,204.97万 | 2.02% | 126,284 | 1,027 | 0.8% | $26.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $5,225.15万 | 3.30% | 299,607 | -38,186 | -11.3% | -$665.96万 | 减仓 |
| — | EXXON MOBIL CORP COM | $2.29亿 | 14.47% | 1,351,473 | -16,755 | -1.2% | -$284.27万 | 减仓 |