Southland Equity Partners LLC
WILDWOOD MO · SEC CIK 0002006517
$5.13亿2026Q1 申报市值
273持仓数
38.1%前十大占比 · 第一大 6.0%
24 / 8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
FDL 加仓+$258.17万
BUFR 加仓+$201.30万
VTWO 加仓+$190.30万
VBR 新建仓+$149.79万
INNOVATOR ETFS T 新建仓+$142.78万
2026Q1 卖出最多 按季末市值估算
VV 清仓-$163.41万
PMAR 减仓-$159.91万
VWO 减仓-$153.11万
PPLT 清仓-$140.66万
AGNC 减仓-$133.40万
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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $37.01万 | 0.07% | 4,866 | 55 | 1.1% | $4,183 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $38.27万 | 0.07% | 5,564 | 36 | 0.7% | $2,476 | 加仓 |
| — | WISDOMTREE TR | $38.44万 | 0.07% | 10,557 | -166 | -1.5% | -$6,044 | 减仓 |
| MPC | MARATHON PETE CORP | $38.87万 | 0.08% | 1,592 | 38 | 2.4% | $9,279 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.04万 | 0.08% | 10,317 | -484 | -4.5% | -$1.83万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $39.74万 | 0.08% | 7,955 | -303 | -3.7% | -$1.51万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $40.41万 | 0.08% | 8,184 | 191 | 2.4% | $9,430 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.73万 | 0.08% | 21,787 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $41.30万 | 0.08% | 4,279 | 52 | 1.2% | $5,019 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $41.61万 | 0.08% | 3,131 | -126 | -3.9% | -$1.67万 | 减仓 |
| ICSH | ISHARES TR | $42.06万 | 0.08% | 8,309 | -304 | -3.5% | -$1.54万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $42.35万 | 0.08% | 12,306 | 1,418 | 13.0% | $4.88万 | 加仓 |
| WM | WASTE MGMT INC DEL | $42.49万 | 0.08% | 1,849 | 64 | 3.6% | $1.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $42.50万 | 0.08% | 4,743 | 103 | 2.2% | $9,229 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.08万 | 0.08% | 509 | 81 | 18.9% | $6.86万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $43.37万 | 0.08% | 7,895 | -139 | -1.7% | -$7,635 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $43.55万 | 0.08% | 1,269 | 9 | 0.7% | $3,089 | 加仓 |
| SLV | ISHARES SILVER TR | $43.67万 | 0.09% | 6,409 | 2,718 | 73.6% | $18.52万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $44.11万 | 0.09% | 10,067 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.36万 | 0.09% | 2,109 | 2 | 0.1% | $430 | 加仓 |
| GEV | GE VERNOVA INC | $45.39万 | 0.09% | 520 | 130 | 33.3% | $11.35万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $45.70万 | 0.09% | 5,599 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $46.14万 | 0.09% | 9,464 | 463 | 5.1% | $2.26万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $46.41万 | 0.09% | 8,259 | 1 | 0.0% | $56 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $46.58万 | 0.09% | 31,281 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $46.90万 | 0.09% | 3,553 | 151 | 4.4% | $1.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.95万 | 0.09% | 722 | 96 | 15.3% | $6.24万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $47.02万 | 0.09% | 3,374 | 57 | 1.7% | $7,943 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $48.43万 | 0.09% | 10,315 | 56 | 0.5% | $2,629 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $48.53万 | 0.09% | 8,419 | 28 | 0.3% | $1,614 | 加仓 |
| AMGN | AMGEN INC | $48.90万 | 0.10% | 1,390 | -410 | -22.8% | -$14.42万 | 减仓 |
| MOAT | VANECK ETF TRUST | $49.17万 | 0.10% | 5,085 | -8 | -0.2% | -$774 | 减仓 |
| IJH | ISHARES TR | $49.36万 | 0.10% | 7,309 | -104 | -1.4% | -$7,023 | 减仓 |
| QCOM | QUALCOMM INC | $49.47万 | 0.10% | 3,841 | 31 | 0.8% | $3,993 | 加仓 |
| BX | BLACKSTONE INC | $50.14万 | 0.10% | 4,360 | -664 | -13.2% | -$7.64万 | 减仓 |
| CLX | CLOROX CO DEL | $50.72万 | 0.10% | 4,894 | -57 | -1.2% | -$5,907 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.88万 | 0.10% | 2,099 | -58 | -2.7% | -$1.41万 | 减仓 |
| IGM | ISHARES TR | $51.08万 | 0.10% | 4,310 | -345 | -7.4% | -$4.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $51.21万 | 0.10% | 847 | -15 | -1.7% | -$9,070 | 减仓 |
| KR | KROGER CO | $51.45万 | 0.10% | 7,110 | -160 | -2.2% | -$1.16万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.73万 | 0.10% | 9,571 | -28,327 | -74.7% | -$153.11万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.05万 | 0.10% | 19,833 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.36万 | 0.10% | 3,648 | 258 | 7.6% | $3.77万 | 加仓 |
| META | META PLATFORMS INC | $53.44万 | 0.10% | 934 | 138 | 17.3% | $7.90万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $53.95万 | 0.11% | 6,990 | 33 | 0.5% | $2,547 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $54.83万 | 0.11% | 9,099 | -119 | -1.3% | -$7,171 | 减仓 |
| EIX | EDISON INTL | $55.57万 | 0.11% | 7,593 | -637 | -7.7% | -$4.66万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $55.98万 | 0.11% | 1,373 | 54 | 4.1% | $2.20万 | 加仓 |
| MO | ALTRIA GROUP INC | $56.01万 | 0.11% | 8,488 | 32 | 0.4% | $2,112 | 加仓 |
| LLY | ELI LILLY & CO | $56.08万 | 0.11% | 610 | 94 | 18.2% | $8.64万 | 加仓 |
| NVS | NOVARTIS AG | $56.29万 | 0.11% | 3,685 | 249 | 7.2% | $3.80万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $56.66万 | 0.11% | 11,376 | 5,705 | 100.6% | $28.42万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $56.82万 | 0.11% | 10,234 | -1,534 | -13.0% | -$8.52万 | 减仓 |
| CSCO | CISCO SYS INC | $57.73万 | 0.11% | 7,440 | 240 | 3.3% | $1.86万 | 加仓 |
| — | SPDR SERIES TRUST | $57.78万 | 0.11% | 2,062 | -94 | -4.4% | -$2.63万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $58.12万 | 0.11% | 25,325 | 25,325 | — | $58.12万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $59.90万 | 0.12% | 1,753 | 134 | 8.3% | $4.58万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $61.27万 | 0.12% | 4,679 | -19 | -0.4% | -$2,488 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $62.54万 | 0.12% | 4,771 | -27 | -0.6% | -$3,539 | 减仓 |
| SPYM | SPDR SERIES TRUST | $62.82万 | 0.12% | 8,207 | 1,448 | 21.4% | $11.08万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $64.89万 | 0.13% | 34,952 | 34,952 | — | $64.89万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $65.65万 | 0.13% | 15,443 | -597 | -3.7% | -$2.54万 | 减仓 |
| WMT | WALMART INC | $68.83万 | 0.13% | 5,539 | 484 | 9.6% | $6.01万 | 加仓 |
| ENB | ENBRIDGE INC | $69.68万 | 0.14% | 12,894 | -110 | -0.8% | -$5,945 | 减仓 |
| — | INNOVATOR ETFS TRUST | $69.92万 | 0.14% | 36,802 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $70.32万 | 0.14% | 6,803 | 438 | 6.9% | $4.53万 | 加仓 |
| PSX | PHILLIPS 66 | $71.46万 | 0.14% | 3,923 | -1 | -0.0% | -$182 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $72.07万 | 0.14% | 7,471 | 39 | 0.5% | $3,762 | 加仓 |
| CAT | CATERPILLAR INC | $73.43万 | 0.14% | 1,036 | 106 | 11.4% | $7.51万 | 加仓 |
| WELL | WELLTOWER INC | $75.98万 | 0.15% | 3,843 | -104 | -2.6% | -$2.06万 | 减仓 |
| CTAS | CINTAS CORP | $76.26万 | 0.15% | 4,509 | 59 | 1.3% | $9,979 | 加仓 |
| VTI | VANGUARD INDEX FDS | $76.61万 | 0.15% | 2,388 | 3 | 0.1% | $962 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.67万 | 0.15% | 769 | 39 | 5.3% | $3.89万 | 加仓 |
| T | AT&T INC | $78.38万 | 0.15% | 27,036 | -1,111 | -3.9% | -$3.22万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $80.87万 | 0.16% | 16,209 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $82.26万 | 0.16% | 16,238 | -230 | -1.4% | -$1.17万 | 减仓 |
| FLRT | PACER FDS TR | $82.92万 | 0.16% | 17,905 | -1,131 | -5.9% | -$5.24万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $84.37万 | 0.16% | 8,218 | 208 | 2.6% | $2.14万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $84.45万 | 0.16% | 11,109 | -75 | -0.7% | -$5,701 | 减仓 |
| YUM | YUM BRANDS INC | $88.26万 | 0.17% | 5,677 | 13 | 0.2% | $2,021 | 加仓 |
| PTNQ | PACER FDS TR | $88.36万 | 0.17% | 12,110 | -271 | -2.2% | -$1.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $88.41万 | 0.17% | 3,376 | 96 | 2.9% | $2.51万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $88.55万 | 0.17% | 6,905 | -277 | -3.9% | -$3.55万 | 减仓 |
| HD | HOME DEPOT INC | $90.64万 | 0.18% | 2,756 | 159 | 6.1% | $5.23万 | 加仓 |
| VGT | VANGUARD WORLD FD | $91.89万 | 0.18% | 1,317 | 32 | 2.5% | $2.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $97.29万 | 0.19% | 33,854 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $98.81万 | 0.19% | 7,736 | 7,736 | — | $98.81万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $99.11万 | 0.19% | 20,627 | 108 | 0.5% | $5,189 | 加仓 |
| NEE | NEXTERA ENERGY INC | $99.35万 | 0.19% | 10,696 | -83 | -0.8% | -$7,709 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $99.65万 | 0.19% | 18,171 | 183 | 1.0% | $1.00万 | 加仓 |
| GOOGL | ALPHABET INC | $100.24万 | 0.20% | 3,486 | 718 | 25.9% | $20.65万 | 加仓 |
| AVGO | BROADCOM INC | $100.75万 | 0.20% | 3,255 | 129 | 4.1% | $3.99万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $102.88万 | 0.20% | 34,430 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $102.88万 | 0.20% | 2,391 | -17 | -0.7% | -$7,315 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $106.45万 | 0.21% | 13,576 | -700 | -4.9% | -$5.49万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $106.45万 | 0.21% | 7,188 | 49 | 0.7% | $7,256 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $107.53万 | 0.21% | 14,975 | 420 | 2.9% | $3.02万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $107.73万 | 0.21% | 23,114 | 2,038 | 9.7% | $9.50万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $110.98万 | 0.22% | 59,271 | -1,738 | -2.8% | -$3.25万 | 减仓 |
| BLK | BLACKROCK INC | $111.90万 | 0.22% | 1,164 | 1 | 0.1% | $961 | 加仓 |