申报总市值
US$15.8亿
申报季度: 2026-03-31 · 持股只数: 2954
Sunbelt Securities, Inc.在最新一期 13F 报告中披露了 2954 项持股，申报期为 2026-03-31，总持股市值约为 US$15.8亿，季度换手率为 20.3%。
加仓 XOM
-1.2% US$6463.8万
减仓 NVDA
-11.3% -US$1074.7万
加仓 SNDK
+325666.7% US$1241.7万
减仓 MSFT
+3.7% -US$756.2万
加仓 MU
+206.9% US$550.8万
减仓 PLTR
-11.3% -US$450.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | 股票-能源 | 14.47% | +3.49% | -1.22% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.30% | -0.90% | -11.30% | |
| 3 | AAPL | Apple INC | 股票-科技 | 2.02% | -0.25% | +0.82% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | -0.61% | +3.68% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 1.62% | -0.26% | +1.85% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.41% | -0.01% | -3.24% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.40% | -0.16% | +0.51% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.37% | -0.21% | +2.41% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.31% | -0.19% | +0.85% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.29% | — | +4.37% | |
| 11 | BPRE | Bluerock Private Real Estate | 股票-金融 | 1.24% | +0.21% | +15.76% | |
| 12 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.21% | — | -3.87% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.17% | -0.17% | +1.90% | |
| 14 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.99% | — | +2.24% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.98% | +0.17% | +25.03% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.96% | — | +0.85% | |
| 17 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.89% | +0.10% | +19.76% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | — | +3.28% | |
| 19 | SNDK | Sandisk CORP | 股票-科技 | 0.78% | +0.78% | +325666.67% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.77% | -0.34% | -11.31% | |
| 21 | PSTP | Innovator Pwr Buff Su St ETF | ETF-其他 | 0.71% | -0.14% | -9.25% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.69% | — | -0.27% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | — | -1.90% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.63% | +0.16% | +37.02% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | +0.05% | -3.93% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.61% | — | +3.75% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | -1.85% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | — | -4.82% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.58% | — | -9.21% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | — | +3.90% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.58% | -0.14% | +2.28% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.58% | +0.04% | -0.91% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.57% | -0.11% | +1.75% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.55% | — | +0.01% | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.54% | — | +0.06% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.53% | +0.04% | -2.36% | |
| 37 | CGUS | Cap Group Core Equity | ETF-其他 | 0.53% | — | -1.41% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | — | +4.55% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.51% | — | -1.18% | |
| 40 | MU | Micron Technology INC | 股票-科技 | 0.48% | +0.34% | +206.95% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.11% | -0.61% | |
| 42 | BSTP | Innovator Buff Su Strat ETF | ETF-其他 | 0.47% | -0.15% | -17.36% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.43% | — | -3.63% | |
| 44 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 0.40% | +0.06% | +26.54% | |
| 45 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-其他 | 0.39% | +0.17% | +81.38% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.38% | — | +7.41% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.37% | — | +0.65% | |
| 48 | COMT | Ishares Gsci Commodity Dynam | ETF-避险与商品 | 0.37% | +0.13% | +17.69% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.37% | — | +0.62% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.37% | +0.07% | +15.19% |
Q3 2026表现
+0.8%
近4个季度表现
+21.5%
基于可获取价格的持仓（占申报价值的80%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 2954 | US$15.8亿 | 20 | |
| 2025-12-31 | 2784 | US$15.0亿 | 14 | |
| 2025-09-30 | 2701 | US$14.5亿 | 34 | |
| 2025-06-30 | 1805 | US$11.3亿 | 0 | |
| 2025-03-31 | 1795 | US$11.2亿 | 100 | |
| 2024-12-31 | 1815 | US$11.4亿 | 0 | |
| 2024-09-30 | 1855 | US$10.2亿 | 0 | |
| 2024-06-30 | 1770 | US$9.8亿 | 0 | |
| 2024-03-31 | 1736 | US$9.0亿 | 0 | |
| 2023-12-31 | 1699 | US$7.9亿 | 0 | |
| 2023-09-30 | 1768 | US$7.2亿 | 0 | |
| 2023-06-30 | 1693 | US$7.0亿 | 0 | |
| 2023-03-31 | 1645 | US$6.2亿 | 0 | |
| 2022-12-31 | 454 | US$5.1亿 | 0 | |
| 2022-09-30 | 428 | US$4.7亿 | 0 | |
| 2022-06-30 | 437 | US$4.7亿 | 0 | |
| 2022-03-31 | 451 | US$5.5亿 | 0 | |
| 2021-12-31 | 464 | US$6.2亿 | 0 | |
| 2021-09-30 | 442 | US$5.6亿 | 0 | |
| 2021-06-30 | 438 | US$5.6亿 | 95 | |
| 2021-03-31 | 424 | US$5.1亿 | 26 | |
| 2020-12-31 | 394 | US$4.8亿 | 38 | |
| 2020-09-30 | 333 | US$3.6亿 | 36 | |
| 2020-06-30 | 295 | US$2.9亿 | 100 | |
| 2020-03-31 | 372 | US$23.3亿 | 100 | |
| 2019-12-31 | 629 | US$9.5亿 | 18 | |
| 2019-09-30 | 612 | US$8.9亿 | 100 | |
| 2019-06-30 | 261 | US$2.3亿 | 24 | |
| 2019-03-31 | 229 | US$2.0亿 | 27 | |
| 2018-12-31 | 212 | US$1.7亿 | 38 | |
| 2018-09-30 | 222 | US$1.9亿 | 19 | |
| 2018-06-30 | 214 | US$1.7亿 | 55 | |
| 2018-03-31 | 183 | US$1.1亿 | 23 | |
| 2017-12-31 | 170 | US$1.0亿 | 24 | |
| 2017-09-30 | 159 | US$9513.9万 | 72 | |
| 2017-06-30 | 80 | US$5322.4万 | 32 | |
| 2017-03-31 | 93 | US$6652.3万 | 36 | |
| 2016-12-31 | 598 | US$8177.9万 | 54 | |
| 2016-09-30 | 109 | US$8289.7万 | 16 | |
| 2016-06-30 | 98 | US$7650.1万 | 23 | |
| 2016-03-31 | 90 | US$6871.0万 | 20 | |
| 2015-12-31 | 91 | US$7107.0万 | 21 | |
| 2015-09-30 | 113 | US$7362.4万 | 26 | |
| 2015-06-30 | 124 | US$7264.7万 | 44 | |
| 2015-03-31 | 114 | US$6732.2万 | 49 | |
| 2014-12-31 | 120 | US$7615.6万 | 0 |
Sunbelt Securities, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 减仓: Exxon Mobil CORP (XOM) — 股数 -1.22%; 减仓: Nvidia CORP (NVDA) — 股数 -11.30%; 加仓: Sandisk CORP (SNDK) — 股数 +325666.67%; 加仓: Microsoft CORP (MSFT) — 股数 +3.68%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +3.5% | -1.22% | 减仓 |
| 2 | SNDK | Sandisk CORP | +0.8% | +325666.67% | 加仓 |
| 3 | MU | Micron Technology INC | +0.3% | +206.95% | 加仓 |
| 4 | BPRE | Bluerock Private Real Estate | +0.2% | +15.76% | 加仓 |
| 5 | SCHV | Schwab US Large-cap Value | +0.2% | +25.03% | 加仓 |
| 6 | FDEM | Fidelity Emrg Mrkt Multifact | +0.2% | +81.38% | 加仓 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +37.02% | 加仓 |
| 8 | TLN | Talen Energy CORP | +0.1% | +2932.49% | 加仓 |
| 9 | COMT | Ishares Gsci Commodity Dynam | +0.1% | +17.69% | 加仓 |
| 10 | MCK | Mckesson CORP | +0.1% | +409.91% | 加仓 |
| 11 | HCA | Hca Healthcare INC | +0.1% | +171.75% | 加仓 |
| 12 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +19.76% | 加仓 |
| 13 | FSLY | Fastly INC - Class A | +0.1% | +9.98% | 加仓 |
| 14 | VLO | Valero Energy CORP | +0.1% | +1.21% | 加仓 |
| 15 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +112.51% | 加仓 |
| 16 | FHEQ | Fidelity Hedged Equity ETF | +0.1% | +43.02% | 加仓 |
| 17 | CPT | Camden Property Trust | +0.1% | +1852.01% | 加仓 |
| 18 | NFLX | Netflix INC | +0.1% | +34.40% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | -2.97% | 减仓 |
| 20 | HDV | Ishares Core High Dividend E | +0.1% | +15.19% | 加仓 |
| 21 | ELV | Elevance Health INC | +0.1% | +42311.11% | 加仓 |
| 22 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | +26.54% | 加仓 |
| 23 | GEV | GE Vernova INC | +0.1% | +21.02% | 加仓 |
| 24 | JNJ | Johnson & Johnson | +0.1% | -3.93% | 减仓 |
| 25 | EPD | Enterprise Products Partners | 0% | -2.36% | 减仓 |
| 26 | MRK | Merck & Co. INC. | 0% | -0.91% | 减仓 |
| 27 | IAU | Ishares Gold Trust | 0% | -3.24% | 减仓 |
| 28 | TLH | Ishares 10-20 Year Treasury | -0.1% | -98.77% | 减仓 |
| 29 | ACN | Accenture plc | -0.1% | -57.99% | 减仓 |
| 30 | IREN | Iren LTD F | -0.1% | -99.08% | 减仓 |
| 31 | IYC | Ishares US Consumer Discreti | -0.1% | -74.68% | 减仓 |
| 32 | ONEQ | Fidelity Nasdaq Comp Indx | -0.1% | -15.10% | 减仓 |
| 33 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -28.13% | 减仓 |
| 34 | V | Visa Inc-class A Shares | -0.1% | -0.61% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +1.75% | 加仓 |
| 36 | APP | Applovin Corp-class A | -0.1% | -51.17% | 减仓 |
| 37 | TSLA | Tesla INC | -0.1% | +2.28% | 加仓 |
| 38 | PSTP | Innovator Pwr Buff Su St ETF | -0.1% | -9.25% | 减仓 |
| 39 | BSTP | Innovator Buff Su Strat ETF | -0.2% | -17.36% | 减仓 |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | +0.51% | 加仓 |
| 41 | AMZN | Amazon.com INC | -0.2% | +1.90% | 加仓 |
| 42 | IVW | Ishares S&p 500 Growth ETF | -0.2% | +0.85% | 加仓 |
| 43 | SCHG | Schwab US Large-cap Growth | -0.2% | +2.41% | 加仓 |
| 44 | FQAL | Fidelity Quality Factor ETF | -0.2% | -34.29% | 减仓 |
| 45 | AAPL | Apple INC | -0.3% | +0.82% | 加仓 |
| 46 | AVGO | Broadcom INC | -0.3% | +1.85% | 加仓 |
| 47 | PLTR | Palantir Technologies Inc-a | -0.3% | -11.31% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.6% | +3.68% | 加仓 |
| 49 | NVDA | Nvidia CORP | -0.9% | -11.30% | 减仓 |
| 50 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
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