13F 机构持仓

Gilliland Jeter Wealth Management LLC

LITTLE ROCK AR · SEC CIK 0002009886

2026Q22026Q1 更早 9 个季度 🔒
$3.38亿2026Q1 申报市值
184持仓数
38.4%前十大占比 · 第一大 8.4%
16 / 6新建仓 / 清仓
申报市值走势$3.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 8.4%
NVDA 7.7%
WMT 4.2%
IWF 3.2%
VIG 2.9%
AMZN 2.7%
CAT 2.5%
T 2.4%
MSFT 2.1%
JPM 2.0%

2026Q1 买入最多 按季末市值估算

EFV 加仓+$310.86万
CORO 新建仓+$207.61万
OEF 新建仓+$199.47万
HBAN 加仓+$137.82万
ITOT 新建仓+$57.60万

2026Q1 卖出最多 按季末市值估算

CADENCE BANK 清仓-$145.86万
LRCX 减仓-$41.15万
DRI 清仓-$40.13万
MU 减仓-$36.55万
FIS 清仓-$27.01万

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
— CADENCE BANK $00.00%0 -34,049-100.0% -$145.86万 清仓
DRI DARDEN RESTAURANTS INCORPORATED $00.00%0 -2,180-100.0% -$40.13万 清仓
IAU ISHARES GOLD TR ISHARES NEW $00.00%0 —— — 申报中断
FIS FIDELITY NATL INFORMATION SVCS $00.00%0 -4,064-100.0% -$27.01万 清仓
QCOM QUALCOMM INCORPORATED $00.00%0 -1,392-100.0% -$23.81万 清仓
IIIV I3 VERTICALS INCORPORATED COM CLASS A $00.00%0 -8,400-100.0% -$21.16万 清仓
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $00.00%0 -5,076-100.0% -$20.95万 清仓
SLI STANDARD LITHIUM LIMITED (CANADA) $4.22万0.01%12,384 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $18.26万0.05%11,500 00.0% — 不变
SMR NUSCALE PWR CORPORATION CLASS A COM $19.80万0.06%18,270 5,96148.4% $6.46万 加仓
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED $20.01万0.06%183 183— $20.01万 新建仓
BMY BRISTOL-MYERS SQUIBB COMPANY $20.09万0.06%3,312 3,312— $20.09万 新建仓
KO COCA COLA COMPANY $20.35万0.06%2,676 2,676— $20.35万 新建仓
AXP AMERICAN EXPRESS COMPANY $20.77万0.06%687 548.5% $1.63万 加仓
AKRE AKRE FOCUS ETF $20.84万0.06%3,944 00.0% — 不变
— WARNER BROS DISCOVERY INCORPORATED COM SER A $21.64万0.06%7,880 00.0% — 不变
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND $21.90万0.06%4,657 70.2% $329 加仓
— HONEYWELL INTERNATIONAL INCORPORATED $21.97万0.07%972 -18-1.8% -$4,069 重新持有
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT $22.26万0.07%5,079 00.0% — 不变
BAB INVESCO TAXABLE MUNICIPAL BOND ETF $22.74万0.07%8,435 00.0% — 不变
— CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT $22.94万0.07%20,576 00.0% — 不变
SFNC SIMMONS FIRST NATL CORPORATION CLASS A $1 PAR $23.53万0.07%12,095 400.3% $778 加仓
HAL HALLIBURTON COMPANY $23.63万0.07%6,060 -1,040-14.6% -$4.06万 减仓
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW $23.96万0.07%401 -48-10.7% -$2.87万 减仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $24.90万0.07%5,182 90421.1% $4.34万 加仓
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) $25.91万0.08%1,316 -10-0.8% -$1,969 减仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $26.31万0.08%5,066 -1,197-19.1% -$6.22万 减仓
GOVT ISHARES TR US TREAS BD ETF $26.72万0.08%11,665 11,665— $26.72万 新建仓
NFLX NETFLIX INCORPORATED. $27.14万0.08%2,823 2,823— $27.14万 新建仓
VTR VENTAS INCORPORATED REIT $27.18万0.08%3,323 00.0% — 不变
ITW ILLINOIS TOOL WKS INCORPORATED $27.23万0.08%1,046 00.0% — 不变
TTE TOTALENERGIES SE ACT (FRANCE) $27.29万0.08%3,000 3,000— $27.29万 新建仓
BLCR ISHARES LARGE CAP CORE ACTIVE ETF $27.59万0.08%6,720 6,720— $27.59万 新建仓
ORLY OREILLY AUTOMOTIVE INCORPORATED $29.03万0.09%3,145 20.1% $185 加仓
MBB ISHARES TR MBS ETF $29.57万0.09%3,114 42916.0% $4.07万 加仓
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF $29.61万0.09%6,603 1111.7% $4,978 加仓
FCX FREEPORT MCMORAN INCORPORATED CLASS B $29.62万0.09%5,039 00.0% — 不变
GPN GLOBAL PMTS INCORPORATED $30.02万0.09%4,460 4,460— $30.02万 新建仓
RF REGIONS FINANCIAL CORPORATION NEW $30.38万0.09%11,632 110.1% $287 加仓
EOG EOG RES INCORPORATED $30.54万0.09%2,112 2,112— $30.54万 新建仓
MUSA MURPHY USA INCORPORATED $30.97万0.09%627 284.7% $1.38万 加仓
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $31.91万0.09%6,386 00.0% — 不变
ORI OLD REP INTERNATIONAL CORPORATION $32.82万0.10%8,226 00.0% — 不变
STE STERIS PLC SHS USD (IRELAND) $32.94万0.10%1,490 -5-0.3% -$1,105 减仓
ABBV ABBVIE INCORPORATED $33.17万0.10%1,525 00.0% — 不变
VBR VANGUARD SMALL-CAP VALUE ETF $33.37万0.10%1,536 00.0% — 不变
WFC WELLS FARGO & COMPANY $34.37万0.10%4,317 00.0% — 不变
LIN LINDE PLC SHS (IRELAND) $34.37万0.10%693 00.0% — 不变
DSGX DESCARTES SYSTEMS GROUP INCORPORATED (CANADA) $34.85万0.10%4,870 4,870— $34.85万 新建仓
GS GOLDMAN SACHS GROUP INCORPORATED $35.02万0.10%414 164.0% $1.35万 加仓
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF $35.55万0.11%6,452 250.4% $1,378 加仓
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) $36.77万0.11%3,100 551.8% $6,524 加仓
PSX PHILLIPS 66 $36.98万0.11%2,030 -290-12.5% -$5.28万 减仓
— CALAMOS DYNAMIC CONV & INCOME $37.09万0.11%17,373 1360.8% $2,904 加仓
IWO ISHARES TR RUS 2000 GRW ETF $37.12万0.11%1,183 1,183— $37.12万 新建仓
TT TRANE TECHNOLOGIES PLC SHS (IRELAND) $39.17万0.12%940 -10-1.1% -$4,167 减仓
AMGN AMGEN INCORPORATED $39.30万0.12%1,117 -2-0.2% -$704 减仓
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A $39.33万0.12%6,823 -85-1.2% -$4,899 减仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $39.50万0.12%3,601 40.1% $439 加仓
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF $39.65万0.12%7,923 7,923— $39.65万 新建仓
GLD SPDR GOLD SHARES $40.32万0.12%937 00.0% — 不变
EHC ENCOMPASS HEALTH CORPORATION $40.44万0.12%4,180 10.0% $97 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $40.48万0.12%5,001 00.0% — 不变
MKL MARKEL GROUP INCORPORATED $40.58万0.12%212 00.0% — 不变
SPGI S&P GLOBAL INCORPORATED $41.92万0.12%985 -356-26.5% -$15.15万 减仓
BLK BLACKROCK INCORPORATED $42.14万0.12%438 10.2% $962 加仓
CI THE CIGNA GROUP $42.32万0.13%1,587 20.1% $533 加仓
FANG DIAMONDBACK ENERGY INCORPORATED $42.78万0.13%2,163 120.6% $2,374 加仓
ILCV ISHARES TR MORNINGSTAR VALU $42.93万0.13%4,609 4,609— $42.93万 新建仓
NOW SERVICENOW INCORPORATED $43.75万0.13%4,185 -340-7.5% -$3.55万 减仓
GE GE AEROSPACE COM NEW $43.77万0.13%1,542 00.0% — 不变
HD HOME DEPOT INCORPORATED $46.51万0.14%1,414 594.4% $1.94万 加仓
TLH ISHARES TR 10-20 YR TRS ETF $47.02万0.14%4,668 2856.5% $2.87万 加仓
HUBB HUBBELL INCORPORATED $48.43万0.14%987 10.1% $491 加仓
HOMB HOME BANCSHARES INCORPORATED $49.04万0.15%18,212 00.0% — 不变
BUFR FT VEST LADDERED BUFFER ETF $49.95万0.15%14,792 00.0% — 不变
EEM ISHARES TR MSCI EMG MKT ETF $50.21万0.15%8,841 00.0% — 不变
GEV GE VERNOVA INCORPORATED $51.77万0.15%593 -3-0.5% -$2,619 减仓
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND $53.07万0.16%4,853 00.0% — 不变
PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP $53.19万0.16%9,278 220.2% $1,261 加仓
ABT ABBOTT LABORATORIES $54.19万0.16%5,278 70.1% $719 加仓
BX BLACKSTONE INCORPORATED $54.23万0.16%4,716 -535-10.2% -$6.15万 减仓
ADI ANALOG DEVICES INCORPORATED $55.16万0.16%1,734 00.0% — 不变
CCI CROWN CASTLE INCORPORATED REIT $55.48万0.16%6,823 -2,206-24.4% -$17.94万 减仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $56.73万0.17%15,662 3,45828.3% $12.52万 加仓
DAL DELTA AIR LINES INCORPORATED COM NEW $57.02万0.17%8,577 -76-0.9% -$5,053 减仓
ITOT ISHARES TR CORE S&P TTL STK $57.60万0.17%4,044 4,044— $57.60万 新建仓
SHLD GLOBAL X DEFENSE TECH ETF $57.86万0.17%8,167 5,017159.3% $35.54万 加仓
OZK BANK OZK LITTLE ROCK ARK $58.05万0.17%12,650 430.3% $1,973 加仓
ICE INTERCONTINENTAL EXCHANGE INCORPORATED $59.08万0.18%3,756 -82-2.1% -$1.29万 减仓
DE DEERE & COMPANY $59.18万0.18%1,051 40.4% $2,252 加仓
— VIRTUS DIVERSIFIED INCM & CONV $61.11万0.18%25,149 510.2% $1,239 加仓
DVN DEVON ENERGY CORPORATION NEW $61.75万0.18%12,271 -13-0.1% -$654 减仓
COF CAPITAL ONE FINL CORPORATION $61.83万0.18%3,389 80.2% $1,460 加仓
PFE PFIZER INCORPORATED $63.26万0.19%22,529 310.1% $870 加仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $64.88万0.19%4,425 10.0% $147 加仓
NSC NORFOLK SOUTHN CORPORATION $65.12万0.19%2,269 -45-1.9% -$1.29万 减仓
PGR PROGRESSIVE CORPORATION $66.83万0.20%3,371 1314.0% $2.60万 加仓
RPM RPM INTERNATIONAL INCORPORATED $67.23万0.20%6,764 340.5% $3,379 加仓
XGDVX GABELLI DIVID & INCOME TR $70.71万0.21%26,258 3011.2% $8,106 加仓