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 |
|---|---|---|---|---|---|---|---|---|
| AXS | AXIS CAP HLDGS LTD SHS | $6,592 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF | $6,577 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC COM | $6,527 | 0.00% | 117 | 1 | 0.9% | $56 | 加仓 |
| OR | OR ROYALTIES INC. COM SHS | $6,463 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| JBND | JPMORGAN ACTIVE BOND ETF | $6,419 | 0.00% | 119 | 119 | — | $6,419 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC COM NEW | $6,392 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $6,371 | 0.00% | 65 | -7 | -9.7% | -$686 | 减仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $6,344 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW CL A | $6,333 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $6,307 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO S&P 500 HIGH BETA ETF | $6,261 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $6,243 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES MSCI AUSTRALIA ETF | $6,230 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF | $6,209 | 0.00% | 115 | -18 | -13.5% | -$972 | 减仓 |
| OKLO | OKLO INC COM CL A | $6,199 | 0.00% | 125 | 75 | 150.0% | $3,719 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $6,174 | 0.00% | 122 | 122 | — | $6,174 | 新建仓 |
| MARA | MARA HOLDINGS INC COM | $6,169 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $6,167 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF | $6,138 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR UNIT BEN INT | $6,135 | 0.00% | 1,275 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $6,121 | 0.00% | 86 | -13 | -13.1% | -$925 | 减仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPORT COM | $6,118 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $6,105 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC COM | $6,074 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $6,050 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | Q/C TECHNOLOGIES INC COM | $6,038 | 0.00% | 1,750 | 1,750 | — | $6,038 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $6,024 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. CL A SHS | $6,017 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $5,979 | 0.00% | 56 | -11 | -16.4% | -$1,174 | 减仓 |
| CMS | CMS ENERGY CORP COM | $5,974 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $5,923 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC COM | $5,910 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $5,907 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $5,900 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $5,860 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $5,838 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $5,833 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC COM | $5,774 | 0.00% | 35 | 17 | 94.4% | $2,805 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF | $5,749 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| MDST | WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF | $5,720 | 0.00% | 200 | 200 | — | $5,720 | 新建仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $5,709 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $5,685 | 0.00% | 171 | 1 | 0.6% | $33 | 加仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $5,682 | 0.00% | 1,600 | -23 | -1.4% | -$82 | 减仓 |
| FLQL | FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF | $5,682 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION LTD SHS | $5,664 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC COM | $5,603 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IVVW | ISHARES S&P 500 BUYWRITE ETF | $5,555 | 0.00% | 127 | -15 | -10.6% | -$656 | 减仓 |
| NE | NOBLE CORP PLC ORD SHS A | $5,545 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $5,524 | 0.00% | 50 | 29 | 138.1% | $3,204 | 加仓 |
| SFD | SMITHFIELD FOODS INC COM | $5,510 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $5,492 | 0.00% | 102 | -5,358 | -98.1% | -$28.85万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $5,473 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC COM | $5,451 | 0.00% | 34 | -7 | -17.1% | -$1,122 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM S COM | $5,422 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P COM UNIT | $5,420 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA DOW30 | $5,416 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| GEVO | GEVO INC COM PAR | $5,392 | 0.00% | 1,975 | 1,000 | 102.6% | $2,730 | 加仓 |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL | $5,378 | 0.00% | 185 | -1,500 | -89.0% | -$4.36万 | 减仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $5,375 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC COM | $5,375 | 0.00% | 247 | -2 | -0.8% | -$44 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO APRIL 2028 | $5,355 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| BMBL | BUMBLE INC COM CL A | $5,333 | 0.00% | 1,636 | -130 | -7.4% | -$424 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | $5,332 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| PAM | PAMPA ENERGIA SA SPONS ADR LVL I | $5,310 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EMERGING MARKETS 10 BUFFER ETF - QUARTERLY TRUST UNITS | $5,310 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $5,298 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $5,287 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $5,274 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $5,271 | 0.00% | 175 | -18 | -9.3% | -$542 | 减仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $5,250 | 0.00% | 1,823 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMM HOLDINGS INC COM NEW | $5,238 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2026 | $5,219 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | ISHARES MORNINGSTAR SMALL-CAP ETF | $5,207 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES SWISS FRANC TRUST | $5,189 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $5,158 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | $5,153 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX SHORT N100 OPTION INCOME STRATEGY ETF | $5,119 | 0.00% | 400 | 400 | — | $5,119 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $5,115 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $5,092 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $5,054 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $5,052 | 0.00% | 33 | -8 | -19.5% | -$1,225 | 减仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $5,042 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $4,993 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $4,987 | 0.00% | 136 | 136 | — | $4,987 | 新建仓 |
| OMC | OMNICOM GROUP INC COM | $4,970 | 0.00% | 66 | 48 | 266.7% | $3,615 | 加仓 |
| CLB | CORE LABORATORIES INC COM | $4,936 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $4,893 | 0.00% | 127 | 127 | — | $4,893 | 新建仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $4,857 | 0.00% | 338 | -12 | -3.4% | -$172 | 减仓 |
| EXEL | EXELIXIS INC COM | $4,847 | 0.00% | 113 | -40 | -26.1% | -$1,716 | 减仓 |
| CCK | CROWN HLDGS INC COM | $4,812 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $4,809 | 0.00% | 700 | -179 | -20.4% | -$1,230 | 减仓 |
| NTRA | NATERA INC COM | $4,800 | 0.00% | 24 | -4 | -14.3% | -$800 | 减仓 |
| — | ISHARES GLOBAL EQUITY FACTOR ETF | $4,795 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FHTX | FOGHORN THERAPEUTICS INC COM | $4,780 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN XRP ETF | $4,742 | 0.00% | 325 | 325 | — | $4,742 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $4,740 | 0.00% | 1,200 | 250 | 26.3% | $988 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $4,731 | 0.00% | 83 | 42 | 102.4% | $2,394 | 加仓 |
| WSO | WATSCO INC COM | $4,729 | 0.00% | 13 | 1 | 8.3% | $364 | 加仓 |
| ACMR | ACM RESH INC COM CL A | $4,722 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $4,717 | 0.00% | 43 | 0 | 0.0% | — | 不变 |