Sylvest Advisors, LLC
DALLAS TX · SEC CIK 0002044121
$1.88亿2026Q1 申报市值
70持仓数
73.3%前十大占比 · 第一大 13.9%
8 / 7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
VNQ 新建仓+$151.57万
IWD 加仓+$102.05万
BMY 新建仓+$83.51万
IWF 加仓+$77.01万
TROW 新建仓+$69.71万
2026Q1 卖出最多 按季末市值估算
CMI 清仓-$145.84万
ABBV 清仓-$130.33万
AVEM 减仓-$111.33万
RGLD 清仓-$99.90万
JANUS HENDERSON 清仓-$56.18万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $2,611.61万 | 13.89% | 122,226 | 4,776 | 4.1% | $102.05万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,138.54万 | 11.37% | 864,057 | 3,980 | 0.5% | $9.85万 | 加仓 |
| IWF | ISHARES TR | $1,843.02万 | 9.80% | 43,223 | 1,806 | 4.4% | $77.01万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,643.94万 | 8.74% | 57,244 | 703 | 1.2% | $20.19万 | 加仓 |
| COWZ | PACER FDS TR | $1,381.10万 | 7.34% | 220,764 | 1,686 | 0.8% | $10.55万 | 加仓 |
| IJR | ISHARES TR | $1,180.06万 | 6.28% | 94,929 | 1,168 | 1.2% | $14.52万 | 加仓 |
| COWG | PACER FDS TR | $1,051.57万 | 5.59% | 311,679 | 7,485 | 2.5% | $25.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $737.48万 | 3.92% | 19,923 | 1,540 | 8.4% | $57.01万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $664.33万 | 3.53% | 82,444 | -13,816 | -14.4% | -$111.33万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $523.51万 | 2.78% | 47,390 | 3,436 | 7.8% | $37.96万 | 加仓 |
| AAPL | APPLE INC | $458.04万 | 2.44% | 18,048 | 145 | 0.8% | $3.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $429.30万 | 2.28% | 13,382 | 379 | 2.9% | $12.16万 | 加仓 |
| EZM | WISDOMTREE TR | $382.44万 | 2.03% | 56,894 | 7,863 | 16.0% | $52.86万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $170.05万 | 0.90% | 18,793 | 246 | 1.3% | $2.23万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $151.57万 | 0.81% | 17,088 | 17,088 | — | $151.57万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $143.00万 | 0.76% | 5,850 | -101 | -1.7% | -$2.47万 | 减仓 |
| MRK | MERCK & CO INC | $141.61万 | 0.75% | 11,772 | -55 | -0.5% | -$6,616 | 减仓 |
| ITOT | ISHARES TR | $112.82万 | 0.60% | 7,921 | -101 | -1.3% | -$1.44万 | 减仓 |
| AMGN | AMGEN INC | $110.73万 | 0.59% | 3,147 | 23 | 0.7% | $8,093 | 加仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $105.31万 | 0.56% | 26,158 | -324 | -1.2% | -$1.30万 | 减仓 |
| HSY | HERSHEY CO | $104.82万 | 0.56% | 5,042 | 56 | 1.1% | $1.16万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $96.08万 | 0.51% | 2,005 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $95.09万 | 0.51% | 9,287 | 587 | 6.7% | $6.01万 | 加仓 |
| GOOGL | ALPHABET INC | $90.09万 | 0.48% | 3,133 | 4 | 0.1% | $1,150 | 加仓 |
| ZTS | ZOETIS INC | $85.02万 | 0.45% | 7,192 | 1,200 | 20.0% | $14.19万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $83.51万 | 0.44% | 13,769 | 13,769 | — | $83.51万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $82.53万 | 0.44% | 8,510 | 105 | 1.2% | $1.02万 | 加仓 |
| TTC | TORO CO | $80.98万 | 0.43% | 8,667 | 325 | 3.9% | $3.04万 | 加仓 |
| PPG | PPG INDS INC | $80.26万 | 0.43% | 7,509 | 417 | 5.9% | $4.46万 | 加仓 |
| GOOG | ALPHABET INC | $79.03万 | 0.42% | 2,755 | -10 | -0.4% | -$2,869 | 减仓 |
| DCI | DONALDSON INC | $78.01万 | 0.41% | 9,192 | -45 | -0.5% | -$3,819 | 减仓 |
| TSLA | TESLA INC | $70.45万 | 0.37% | 1,895 | 108 | 6.0% | $4.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $70.06万 | 0.37% | 10,617 | -155 | -1.4% | -$1.02万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $69.71万 | 0.37% | 7,734 | 7,734 | — | $69.71万 | 新建仓 |
| QCOM | QUALCOMM INC | $69.39万 | 0.37% | 5,388 | 5,388 | — | $69.39万 | 新建仓 |
| CSL | CARLISLE COS INC | $67.42万 | 0.36% | 2,021 | 6 | 0.3% | $2,002 | 加仓 |
| G | GENPACT LIMITED | $66.70万 | 0.35% | 17,906 | -126 | -0.7% | -$4,694 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $63.93万 | 0.34% | 3,224 | 3,224 | — | $63.93万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $63.90万 | 0.34% | 3,684 | 180 | 5.1% | $3.12万 | 加仓 |
| USB | US BANCORP | $63.86万 | 0.34% | 12,279 | -53 | -0.4% | -$2,757 | 减仓 |
| ORCL | ORACLE CORP | $63.58万 | 0.34% | 4,322 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $62.44万 | 0.33% | 5,024 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $58.08万 | 0.31% | 8,595 | 1,030 | 13.6% | $6.96万 | 加仓 |
| TNC | TENNANT CO | $57.06万 | 0.30% | 8,594 | 1,461 | 20.5% | $9.70万 | 加仓 |
| MOS | MOSAIC CO | $56.51万 | 0.30% | 22,160 | 2,823 | 14.6% | $7.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $56.39万 | 0.30% | 2,726 | -121 | -4.3% | -$2.50万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $55.94万 | 0.30% | 1,559 | 106 | 7.3% | $3.80万 | 加仓 |
| PKG | PACKAGING CORP AMER | $54.26万 | 0.29% | 2,557 | 2 | 0.1% | $424 | 加仓 |
| DOX | AMDOCS LTD | $52.76万 | 0.28% | 8,085 | 2,132 | 35.8% | $13.91万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $51.76万 | 0.28% | 10,889 | 10,889 | — | $51.76万 | 新建仓 |
| — | EXXON MOBIL CORP | $51.67万 | 0.27% | 3,045 | -2,139 | -41.3% | -$36.29万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $50.61万 | 0.27% | 1,735 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $50.10万 | 0.27% | 2,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $47.95万 | 0.26% | 2,750 | 118 | 4.5% | $2.06万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $46.97万 | 0.25% | 1,019 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $46.29万 | 0.25% | 4,706 | 416 | 9.7% | $4.09万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $42.74万 | 0.23% | 10,356 | 1,176 | 12.8% | $4.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $38.79万 | 0.21% | 13,511 | 877 | 6.9% | $2.52万 | 加仓 |
| AMZN | AMAZON COM INC | $36.41万 | 0.19% | 1,748 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $32.31万 | 0.17% | 1,069 | -174 | -14.0% | -$5.26万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $31.04万 | 0.17% | 2,149 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $30.57万 | 0.16% | 2,750 | 2,750 | — | $30.57万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $26.75万 | 0.14% | 9,084 | -1,300 | -12.5% | -$3.83万 | 减仓 |
| CAT | CATERPILLAR INC | $26.70万 | 0.14% | 377 | 13 | 3.6% | $9,205 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.38万 | 0.13% | 300 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.78万 | 0.13% | 797 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $24.68万 | 0.13% | 2,800 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $21.22万 | 0.11% | 710 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.21万 | 0.11% | 1,053 | 1,053 | — | $20.21万 | 新建仓 |
| RY | ROYAL BK CDA | $20.08万 | 0.11% | 1,241 | -329 | -21.0% | -$5.32万 | 减仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -2,857 | -100.0% | -$145.84万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -5,704 | -100.0% | -$130.33万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -4,494 | -100.0% | -$99.90万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -11,810 | -100.0% | -$56.18万 | 清仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,904 | -100.0% | -$54.95万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -21,971 | -100.0% | -$38.03万 | 清仓 |
| SSUS | STRATEGY SHS | $0 | 0.00% | 0 | -5,697 | -100.0% | -$27.77万 | 清仓 |