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Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2023 年第 2 季持倉

持倉截至 2023/6/30,2023/8/16 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
1,693
較 2023 年第 1 季 +49
總值
$6.95 億
較 2023 年第 1 季 +$7,351 萬 (+11.8%)
申報日
2023/8/16
SEC
Sunbelt Securities, Inc. 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock99,115$1,923 萬2.8%+1,010+1.0%加碼歷史
iShares Core S&P 500 ETF464287200ETF38,193$1,702 萬2.4%+1,313+3.6%加碼–
WIREEncore Wire CorpCOM88,959$1,654 萬2.4%+8,285+10.3%加碼歷史
IAUiShares Gold TrustETF440,281$1,602 萬2.3%+104,401+31.1%加碼歷史
MSFTMicrosoft CorpStock39,829$1,356 萬2.0%−1,937−4.6%減碼歷史
iShares S&P 500 Growth ETF464287309ETF180,983$1,276 萬1.8%+5,199+3.0%加碼–
AMZNAmazon Com IncStock86,635$1,129 萬1.6%+767+0.9%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF148,082$1,110 萬1.6%+10,318+7.5%加碼–
NVDANVIDIA CorpStock24,431$1,033 萬1.5%+1,057+4.5%加碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD285,053$795.0 萬1.1%+9,911+3.6%加碼–
XOMExxonMobil Holdings CorpCOM71,659$768.5 萬1.1%−1,110−1.5%減碼歷史
iShares Tips Bond ETF464287176ETF69,788$751.1 萬1.1%+4,891+7.5%加碼–
VVisa Inc.Stock30,830$732.2 萬1.1%−1,429−4.4%減碼歷史
Innovator ETFs Trust45783Y723POWER BUFFER SET261,568$714.3 萬1.0%+14,026+5.7%加碼–
Invesco QQQ Trust Series I46090E103ETF19,248$711.1 萬1.0%+271+1.4%加碼–
GOOGLAlphabet Inc.Stock56,212$672.9 萬1.0%+3,186+6.0%加碼歷史
JNJJohnson & JohnsonStock40,431$669.2 萬1.0%+5,493+15.7%加碼歷史
iShares S&P 500 Value ETF464287408ETF39,297$633.4 萬0.9%+852+2.2%加碼–
Schwab US Dividend Equity ETF808524797ETF84,759$615.5 萬0.9%+5,777+7.3%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF83,731$561.7 萬0.8%+3,993+5.0%加碼–
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS274,829$560.9 萬0.8%+28,016+11.4%加碼–
ABBVAbbVie Inc.Stock41,189$554.9 萬0.8%−2,346−5.4%減碼歷史
SPYSPDR S&P 500 ETF TrustETF12,470$552.8 萬0.8%+85+0.7%加碼歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF106,224$537.0 萬0.8%+19,760+22.9%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF69,674$494.9 萬0.7%+3,833+5.8%加碼–
CVXChevron CorpStock31,166$490.4 萬0.7%−946−2.9%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF108,576$475.6 萬0.7%+7,018+6.9%加碼–
iShares Core Dividend Growth ETF46434V621ETF90,114$464.4 萬0.7%−6,661−6.9%減碼–
AVGOBroadcom Inc.Stock4,997$433.4 萬0.6%−567−10.2%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF42,734$425.8 萬0.6%+1,168+2.8%加碼–
iShares Core MSCI Europe ETF46434V738ETF80,400$423.1 萬0.6%+437+0.5%加碼–
EPDEnterprise Products Partners L.P.Stock156,037$411.2 萬0.6%+16,089+11.5%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF54,379$407.8 萬0.6%+802+1.5%加碼–
JPMJPMorgan Chase & CoStock27,798$404.3 萬0.6%−289−1.0%減碼歷史
PEPPepsiCo IncStock21,779$403.4 萬0.6%+2,279+11.7%加碼歷史
GOOGAlphabet Inc.Stock32,800$396.8 萬0.6%+4,946+17.8%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF57,061$385.2 萬0.6%−9,794−14.6%減碼–
ADBEAdobe Inc.Stock7,817$382.2 萬0.5%−55−0.7%減碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF32,416$372.6 萬0.5%+595+1.9%加碼–
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR150,690$370.5 萬0.5%+2,830+1.9%加碼–
TSLATesla, Inc.Stock14,085$368.7 萬0.5%−991−6.6%減碼歷史
MAMastercard IncStock9,242$363.5 萬0.5%+88+1.0%加碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT64,563$349.2 萬0.5%+12,267+23.5%加碼–
VLOValero Energy CorpStock29,212$342.7 萬0.5%−2,508−7.9%減碼歷史
Innovator ETFs Tr45783Y830US EQTY ACCELRTD134,586$325.1 萬0.5%−22,517−14.3%減碼–
PGProcter & Gamble CoStock21,083$319.9 萬0.5%+2,891+15.9%加碼歷史
Innovator ETFs Trust45783Y848US EQTY ACCELRT9122,181$314.2 萬0.5%−6,564−5.1%減碼–
iShares Tr464287150CORE S&P TTL STK31,735$310.5 萬0.4%+1,187+3.9%加碼–
METAMeta Platforms, Inc.Stock10,643$305.4 萬0.4%−780−6.8%減碼歷史
COPConocoPhillipsStock28,015$290.3 萬0.4%+1,404+5.3%加碼歷史
UPSUnited Parcel Service IncStock15,862$284.3 萬0.4%−552−3.4%減碼歷史
COSTCostco Wholesale CorpStock5,048$271.8 萬0.4%+1,988+65.0%加碼歷史
iShares Inc464286681MSCI EQUAL WEITE32,757$258.1 萬0.4%+103+0.3%加碼–
MCDMcDonalds CorpStock8,587$256.3 萬0.4%+272+3.3%加碼歷史
iShares Core High Dividend ETF46429B663ETF25,013$252.1 萬0.4%−35−0.1%減碼–
ETEnergy Transfer LPCOM UT LTD PTN188,007$238.8 萬0.3%+10,536+5.9%加碼歷史
BRK.BBerkshire Hathaway IncStock6,983$238.1 萬0.3%+502+7.7%加碼歷史
CSCOCisco Systems, Inc.Stock45,401$234.9 萬0.3%−5,190−10.3%減碼歷史
PFEPfizer IncStock64,001$234.8 萬0.3%−6,814−9.6%減碼歷史
CRMSalesforce, Inc.Stock10,909$230.5 萬0.3%+40.0%加碼歷史
iShares Tr46428743220 YR TR BD ETF22,305$229.6 萬0.3%+18,826+541.1%加碼–
UNHUnitedHealth Group IncStock4,729$227.3 萬0.3%+162+3.5%加碼歷史
VZVerizon Communications IncStock60,737$225.9 萬0.3%+5,454+9.9%加碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM123,015$220.1 萬0.3%+12,184+11.0%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF16,723$218.5 萬0.3%+4,676+38.8%加碼–
NEENextera Energy IncStock29,221$216.8 萬0.3%+48+0.2%加碼歷史
ACNAccenture plcStock6,978$215.3 萬0.3%−54−0.8%減碼歷史
HDHome Depot, Inc.Stock6,882$213.8 萬0.3%−175−2.5%減碼歷史
KMIKinder Morgan, Inc.Stock124,058$213.6 萬0.3%−8,577−6.5%減碼歷史
NOWServiceNow, Inc.Stock3,789$212.9 萬0.3%+72+1.9%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,135$210.9 萬0.3%−114−1.8%減碼歷史
WMTWalmart Inc.Stock12,732$200.1 萬0.3%+181+1.4%加碼歷史
DOWDow Inc.Stock37,488$199.7 萬0.3%−3,570−8.7%減碼歷史
BACBank of America CorpStock69,070$198.2 萬0.3%+933+1.4%加碼歷史
CCitigroup IncStock42,649$196.4 萬0.3%−165−0.4%減碼歷史
iShares U.S. Medical Devices ETF464288810ETF34,407$194.3 萬0.3%−1,810−5.0%減碼–
TAT&T Inc.Stock120,070$191.5 萬0.3%+4,414+3.8%加碼歷史
WisdomTree Tr97717W109US TOTAL DIVIDND30,723$190.8 萬0.3%−6,861−18.3%減碼–
Innovator ETFs Trust45782C888US EQT BUFR APR53,030$189.8 萬0.3%−60−0.1%減碼–
NOCNorthrop Grumman CorpStock4,158$189.5 萬0.3%−11−0.3%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT72,885$187.2 萬0.3%+31,438+75.9%加碼–
MRKMerck & Co., Inc.Stock16,201$186.9 萬0.3%+327+2.1%加碼歷史
KMBKimberly Clark CorpStock13,435$185.5 萬0.3%−2,963−18.1%減碼歷史
MOAltria Group, Inc.Stock40,785$184.8 萬0.3%+457+1.1%加碼歷史
QCOMQualcomm IncStock15,422$183.6 萬0.3%−1,436−8.5%減碼歷史
MPCMarathon Petroleum CorpStock15,549$181.3 萬0.3%−1,703−9.9%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF73,521$181.1 萬0.3%+4,028+5.8%加碼–
iShares Select Dividend ETF464287168ETF15,973$181.0 萬0.3%+1,462+10.1%加碼–
Fidelity Covington Trust316092543EMERG MKTS MLTFT80,771$179.6 萬0.3%+80,683+91,685.2%加碼–
Innovator ETFs Trust45782C474US SML CP PWR B55,285$176.8 萬0.3%−1,576−2.8%減碼–
iShares Russell 2000 ETF464287655ETF9,422$176.4 萬0.3%+101+1.1%加碼–
CRGYCrescent Energy CoCL A COM166,127$173.1 萬0.2%+22,261+15.5%加碼歷史
First Tr Exchng Traded FD VI33740F839FT VEST US EQT46,552$169.0 萬0.2%00.0%不變–
NFLXNetflix IncStock3,806$167.7 萬0.2%−119−3.0%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF5,910$167.2 萬0.2%+2,128+56.3%加碼–
iShares Tr46434V4070-5YR HI YL CP39,000$161.7 萬0.2%+2,361+6.4%加碼–
FTNTFortinet, Inc.Stock21,319$161.2 萬0.2%+1,110+5.5%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT10,685$159.9 萬0.2%+81+0.8%加碼–
iShares Tr464287796U.S. ENERGY ETF37,224$159.5 萬0.2%−5,215−12.3%減碼–
iShares Tr46435G524INTL DIV GRWTH25,500$158.2 萬0.2%+14,815+138.7%加碼–

2023 年第 1 季之後清倉(85 檔)

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

Sunbelt Securities, Inc. 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
Timothy Plan887432276HIGH DIVIDEND13,675$31.8 萬0.1%–
ETRNMidstream Co LLCCOM19,933$10.8 萬<0.1%歷史
VanEck ETF Trust92189F460CEF MUNI INCOME4,000$8.60 萬<0.1%–
WRBBerkley W R CorpCOM1,362$8.45 萬<0.1%歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS868$7.92 萬<0.1%歷史
ITRIItron, Inc.COM1,340$7.27 萬<0.1%歷史
Invesco Actively Managed ETF46090A309CNSRTV MLT AST5,044$6.11 萬<0.1%–
SQMChemical & Mining Co of Chile IncSPON ADR SER B678$5.52 萬<0.1%歷史
ProShares Tr74347G739ULTSHRT QQQ3,000$5.45 萬<0.1%–
MZTIMarzetti CoCOM247$4.96 萬<0.1%歷史
Innovator ETFs Tr45783Y699UNCAPPED ACCLRTD1,905$4.89 萬<0.1%–
iShares U.S. Regional Banks ETF464288778ETF1,310$4.65 萬<0.1%–
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM2,000$3.46 萬<0.1%歷史
CTRECareTrust REIT, Inc.COM1,800$3.45 萬<0.1%歷史
Invesco Actively Managed ETF46090A507MDRTLY CNSRTIV2,362$3.23 萬<0.1%–
Vanguard Wellington FD921935607US MULTIFACTOR319$3.11 萬<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US613$3.10 萬<0.1%–
APENApollo Endosurgery, Inc.COM2,799$2.78 萬<0.1%歷史
Credit Suisse Group225401108SPONSORED ADR30,930$2.69 萬<0.1%–
FROGJFrog LtdStock1,300$2.48 萬<0.1%歷史
MBLYMobileye Global Inc.Stock580$2.41 萬<0.1%歷史
SNPSSynopsys IncCOM61$2.29 萬<0.1%歷史
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE339$2.09 萬<0.1%–
First Tr Exchange-Traded FD33734X853INTL EQUITY OPP510$2.08 萬<0.1%–
DRIDarden Restaurants IncCOM130$2.00 萬<0.1%歷史
First Tr Exchange-Traded FD33736Q104UT COM SHS ETF460$1.96 萬<0.1%–
Yamana Gold Inc98462Y100COM2,575$1.52 萬<0.1%–
PHGKoninklijke Philips NVNY REGIS SHS NEW822$1.47 萬<0.1%歷史
iShares Russell Top 200 Growth ETF464289438ETF100$1.37 萬<0.1%–
VanEck ETF Trust92189H201INTRMDT MUNI ETF272$1.26 萬<0.1%–
First Tr Exchange-Traded FD33734G108COM515$1.22 萬<0.1%–
Innovator ETFs Trust45782C326US EQTY BUFR MAY400$1.20 萬<0.1%–
Invesco Actively Managed ETF46090A200BLNCD MLTI AST810$1.20 萬<0.1%–
JRINuveen Real Asset Income & Growth FundCOM1,000$1.15 萬<0.1%歷史
GPNGlobal Payments IncStock107$1.10 萬<0.1%歷史
INMDInMode Ltd.SHS344$1.08 萬<0.1%歷史
AFRMAffirm Holdings, Inc.COM CL A1,000$1.04 萬<0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F186$1.02 萬<0.1%–
TDYTeledyne Technologies IncCOM23$1.01 萬<0.1%歷史
DAVAEndava plcADS154$1.00 萬<0.1%歷史
CRBGCorebridge Financial, Inc.COM618$9,832<0.1%歷史
AGOAssured Guaranty LtdCOM198$9,757<0.1%歷史
LEALear CorpCOM NEW65$8,980<0.1%歷史
RDNRadian Group IncCOM409$8,953<0.1%歷史
FLEXFlex Ltd.Stock358$7,976<0.1%歷史
AKBAAkebia Therapeutics, Inc.COM14,000$7,885<0.1%歷史
First Tr Exchange-Traded FD33733E872LUNT US FACTOR289$7,773<0.1%–
CCKCrown Holdings, Inc.COM92$7,499<0.1%歷史
ITTItt Inc.COM87$7,354<0.1%歷史
NTRSNorthern Trust CorpCOM73$6,333<0.1%歷史
Invesco Exch Traded FD Tr II46138E248S&P INTL DEV266$6,105<0.1%–
GTLSChart Industries IncCOM50$6,091<0.1%歷史
OSHOak Street Health, Inc.COM155$5,998<0.1%歷史
FLGTFulgent Genetics, Inc.COM200$5,938<0.1%歷史
COOCooper Companies, Inc.COM NEW16$5,880<0.1%歷史
BRMKBroadmark Realty Capital Inc.COM1,200$5,508<0.1%歷史
JLLJones Lang Lasalle IncCOM35$4,943<0.1%歷史
AMRAlpha Metallurgical Resources, Inc.COM31$4,755<0.1%歷史
PPGPPG Industries IncStock33$4,284<0.1%歷史
RMDResmed IncCOM19$4,137<0.1%歷史
VanEck Vectors ETF Tr92189F841NAT RES ETF81$3,971<0.1%–
WALWestern Alliance BancorporationCOM100$3,591<0.1%歷史
SQFTPresidio Property Trust, Inc.COM CL A3,467$3,536<0.1%歷史
Invesco Exch Traded FD Tr II46138E768FTSE INTL LOW142$3,419<0.1%–
HUNHuntsman CORPCOM122$3,231<0.1%歷史
LSPDLightspeed Commerce Inc.SUB VTG SHS225$3,222<0.1%歷史
TPRTapestry, Inc.COM63$2,650<0.1%歷史
First Rep BK San Francisco C33616C100COM162$2,218<0.1%–
CLIRClearSign Technologies CorpCOM2,000$1,670<0.1%歷史
OVVOvintiv Inc.COM40$1,408<0.1%歷史
CFGCitizens Financial Group IncCOM39$1,200<0.1%歷史
BBBY20230930-DK-Butterfly-1, Inc.COM1,898$1,127<0.1%歷史
GHGuardant Health, Inc.COM48$1,100<0.1%歷史
ALDXAldeyra Therapeutics, Inc.COM100$950<0.1%歷史
CFLTConfluent, Inc.CLASS A COM40$909<0.1%歷史
DXCDXC Technology CoStock34$852<0.1%歷史
AVNSAvanos Medical, Inc.Stock21$604<0.1%歷史
Invesco Russell 1000 Low Beta Equal Weight ETF90333T105ETF16$585<0.1%–
JJacobs Solutions Inc.COM5$581<0.1%歷史
CSXCSX CorpStock18$531<0.1%歷史
ROADConstruction Partners, Inc.COM CL A19$507<0.1%歷史
LYFTLyft, Inc.CL A COM50$455<0.1%歷史
Hexo Corp428304406COM21$28<0.1%–
SNESSenesTech, Inc.COM8$12<0.1%歷史
DHFBNY Mellon High Yield Strategies FundSH BEN INT1$2<0.1%歷史