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Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2023 年第 4 季持倉

持倉截至 2023/12/31,2024/2/15 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
1,699
較 2023 年第 3 季 −65
總值
$7.94 億
較 2023 年第 3 季 +$7,157 萬 (+9.9%)
申報日
2024/2/15
SEC
Sunbelt Securities, Inc. 在 2023 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
WIREEncore Wire CorpCOM92,766$1,981 萬2.5%−80−0.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF40,325$1,926 萬2.4%+774+2.0%加碼–
AAPLApple Inc.Stock93,726$1,805 萬2.3%−1,417−1.5%減碼歷史
IAUiShares Gold TrustETF382,809$1,494 萬1.9%−10,575−2.7%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF175,664$1,457 萬1.8%+7,407+4.4%加碼–
MSFTMicrosoft CorpStock38,257$1,439 萬1.8%−586−1.5%減碼歷史
iShares S&P 500 Growth ETF464287309ETF189,792$1,425 萬1.8%−806−0.4%減碼–
AMZNAmazon Com IncStock88,209$1,340 萬1.7%−395−0.4%減碼歷史
NVDANVIDIA CorpStock26,517$1,313 萬1.7%+2,135+8.8%加碼歷史
XOMExxonMobil Holdings CorpCOM125,311$1,253 萬1.6%+10,677+9.3%加碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD322,212$920.6 萬1.2%+22,579+7.5%加碼–
Innovator ETFs Trust45783Y723POWER BUFFER SET292,474$825.0 萬1.0%+22,530+8.3%加碼–
VVisa Inc.Stock31,097$809.6 萬1.0%+687+2.3%加碼歷史
ABBVAbbVie Inc.Stock50,602$784.2 萬1.0%−864−1.7%減碼歷史
PGProcter & Gamble CoStock53,269$780.6 萬1.0%+354+0.7%加碼歷史
Invesco QQQ Trust Series I46090E103ETF18,697$765.7 萬1.0%−432−2.3%減碼–
GOOGLAlphabet Inc.Stock54,139$756.3 萬1.0%−3,476−6.0%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF103,050$722.4 萬0.9%+6,903+7.2%加碼–
iShares S&P 500 Value ETF464287408ETF38,625$671.6 萬0.8%−705−1.8%減碼–
Schwab US Dividend Equity ETF808524797ETF87,850$668.8 萬0.8%+420+0.5%加碼–
Schwab U.S. Small-Cap ETF808524607ETF128,533$607.2 萬0.8%+7,165+5.9%加碼–
SPYSPDR S&P 500 ETF TrustETF12,297$584.5 萬0.7%−47−0.4%減碼歷史
MRKMerck & Co., Inc.Stock53,295$581.0 萬0.7%+796+1.5%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF76,681$577.6 萬0.7%+2,413+3.2%加碼–
Fidelity Covington Trust316092790QLTY FCTOR ETF101,699$552.6 萬0.7%−4,556−4.3%減碼–
AVGOBroadcom Inc.Stock4,831$539.3 萬0.7%−115−2.3%減碼歷史
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS254,048$537.8 萬0.7%−18,671−6.8%減碼–
iShares Core S&P Small Cap ETF464287804ETF49,181$532.4 萬0.7%+3,170+6.9%加碼–
JNJJohnson & JohnsonStock33,939$532.0 萬0.7%−9,150−21.2%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF94,332$507.7 萬0.6%+706+0.8%加碼–
GOOGAlphabet Inc.Stock35,837$505.0 萬0.6%+29+0.1%加碼歷史
iShares Tips Bond ETF464287176ETF46,008$494.5 萬0.6%−23,754−34.1%減碼–
JPMJPMorgan Chase & CoStock28,197$479.6 萬0.6%−946−3.2%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT167,337$473.6 萬0.6%+44,944+36.7%加碼–
ADBEAdobe Inc.Stock7,694$459.0 萬0.6%−192−2.4%減碼歷史
CVXChevron CorpStock30,595$456.4 萬0.6%+1,419+4.9%加碼歷史
VZVerizon Communications IncStock119,552$450.7 萬0.6%−405−0.3%減碼歷史
iShares Core MSCI Europe ETF46434V738ETF81,071$446.1 萬0.6%+389+0.5%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF55,830$442.3 萬0.6%+617+1.1%加碼–
TSLATesla, Inc.Stock17,459$433.8 萬0.5%+744+4.5%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF33,390$417.8 萬0.5%+363+1.1%加碼–
EPDEnterprise Products Partners L.P.Stock153,382$404.2 萬0.5%−2,908−1.9%減碼歷史
MAMastercard IncStock9,383$400.2 萬0.5%+67+0.7%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF56,735$399.1 萬0.5%+73+0.1%加碼–
CCitigroup IncStock76,606$394.1 萬0.5%+33,029+75.8%加碼歷史
Innovator ETFs Tr45783Y830US EQTY ACCELRTD143,400$381.6 萬0.5%+11,303+8.6%加碼–
PEPPepsiCo IncStock22,192$376.9 萬0.5%+399+1.8%加碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT61,534$364.5 萬0.5%+4,641+8.2%加碼–
VLOValero Energy CorpStock27,329$355.3 萬0.4%−427−1.5%減碼歷史
iShares Tr464287150CORE S&P TTL STK33,458$352.1 萬0.4%+256+0.8%加碼–
BRK.BBerkshire Hathaway IncStock9,762$348.2 萬0.4%+463+5.0%加碼歷史
COSTCostco Wholesale CorpStock5,138$339.1 萬0.4%+96+1.9%加碼歷史
METAMeta Platforms, Inc.Stock9,572$338.8 萬0.4%−1,449−13.1%減碼歷史
Innovator ETFs Tr45782C128GROWTH ACCELRTD132,675$338.1 萬0.4%+72,346+119.9%加碼–
MMM3M CoStock30,389$332.2 萬0.4%−833−2.7%減碼歷史
COPConocoPhillipsStock28,584$331.8 萬0.4%+204+0.7%加碼歷史
Innovator ETFs Trust45783Y848US EQTY ACCELRT9118,951$331.4 萬0.4%+800+0.7%加碼–
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR122,320$315.1 萬0.4%−19,830−14.0%減碼–
iShares Tr464287721U.S. TECH ETF23,857$292.8 萬0.4%+5,759+31.8%加碼–
iShares Core High Dividend ETF46429B663ETF28,161$287.2 萬0.4%+3,011+12.0%加碼–
TAT&T Inc.Stock169,995$285.3 萬0.4%−9,546−5.3%減碼歷史
iShares Tr46428743220 YR TR BD ETF27,982$276.7 萬0.3%+5,147+22.5%加碼–
iShares Inc464286681MSCI EQUAL WEITE32,403$273.6 萬0.3%−615−1.9%減碼–
Capital Group Core Balanced14021D107SHS99,725$272.6 萬0.3%+92,961+1,374.3%加碼–
NOWServiceNow, Inc.Stock3,829$270.5 萬0.3%+18+0.5%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN195,473$269.8 萬0.3%+1,811+0.9%加碼歷史
MCDMcDonalds CorpStock9,066$268.8 萬0.3%+438+5.1%加碼歷史
UNHUnitedHealth Group IncStock4,885$257.2 萬0.3%+76+1.6%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF13,311$256.2 萬0.3%+2,253+20.4%加碼–
EOSEaton Vance Enhanced Equity Income Fund IICOM133,925$250.7 萬0.3%+5,241+4.1%加碼歷史
iShares Core S&P US Value ETF464287663ETF29,032$244.8 萬0.3%+8,546+41.7%加碼–
ACNAccenture plcStock6,958$244.2 萬0.3%+16+0.2%加碼歷史
MPCMarathon Petroleum CorpStock16,438$243.9 萬0.3%−742−4.3%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,256$235.8 萬0.3%+166+2.7%加碼歷史
UPSUnited Parcel Service IncStock14,601$229.6 萬0.3%−588−3.9%減碼歷史
CRMSalesforce, Inc.Stock8,648$227.6 萬0.3%−1,889−17.9%減碼歷史
HDHome Depot, Inc.Stock6,301$218.4 萬0.3%−471−7.0%減碼歷史
QCOMQualcomm IncStock14,825$214.4 萬0.3%+91+0.6%加碼歷史
WMTWalmart Inc.Stock13,541$213.5 萬0.3%+434+3.3%加碼歷史
INTUIntuit Inc.Stock3,396$212.3 萬0.3%+5+0.1%加碼歷史
CSCOCisco Systems, Inc.Stock41,292$208.6 萬0.3%+27+0.1%加碼歷史
iShares Tr46435G524INTL DIV GRWTH31,514$203.5 萬0.3%+2,624+9.1%加碼–
CRGYCrescent Energy CoCL A COM153,566$202.9 萬0.3%+263+0.2%加碼歷史
iShares Russell 2000 ETF464287655ETF9,954$199.8 萬0.3%+359+3.7%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT66,743$199.2 萬0.3%+60,279+932.5%加碼–
Schwab Emerging Markets Equity ETF808524706ETF79,549$197.2 萬0.2%+824+1.0%加碼–
NOCNorthrop Grumman CorpStock4,166$195.0 萬0.2%00.0%不變歷史
iShares Tr46434V4070-5YR HI YL CP45,840$193.5 萬0.2%+4,241+10.2%加碼–
Fidelity Covington Trust316092543EMERG MKTS MLTFT79,823$191.7 萬0.2%−1,696−2.1%減碼–
Innovator ETFs Trust45782C888US EQT BUFR APR50,030$191.2 萬0.2%−3,000−5.7%減碼–
Innovator ETFs Trust45782C474US SML CP PWR B55,580$190.7 萬0.2%−1,475−2.6%減碼–
iShares Select Dividend ETF464287168ETF16,254$190.5 萬0.2%+185+1.2%加碼–
DOWDow Inc.Stock34,714$190.4 萬0.2%−1,266−3.5%減碼歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF45,378$190.3 萬0.2%+45,378新進–
KMIKinder Morgan, Inc.Stock107,284$189.2 萬0.2%−9,005−7.7%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF13,035$187.2 萬0.2%+696+5.6%加碼–
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM95,384$181.2 萬0.2%+17,457+22.4%加碼歷史
NFLXNetflix IncStock3,716$180.9 萬0.2%−133−3.5%減碼歷史
First Tr Exchng Traded FD VI33740F839FT VEST US EQT46,724$180.9 萬0.2%+172+0.4%加碼–
PFEPfizer IncStock61,352$176.6 萬0.2%−1,530−2.4%減碼歷史

2023 年第 3 季之後清倉(127 檔)

2023 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 127 檔。

Sunbelt Securities, Inc. 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
ATVIActivision Blizzard, Inc.COM13,698$128.3 萬0.2%歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD11,091$54.9 萬0.1%–
Invesco Exchange Traded FD T46137V852DORSEY WRIGHT HE12,836$43.1 萬0.1%–
iShares Tr464287382JPX NIKKEI 4005,877$37.6 萬0.1%–
ProShares Ultrashort S&P 50074347G416ETF10,020$37.2 萬0.1%–
iShares Tr46434VAX8IBONDS DEC23 ETF14,567$36.9 萬0.1%–
TSLXSixth Street Specialty Lending, Inc.COM16,194$33.1 萬<0.1%歷史
iShares Inc464286582MSCI JAPN SMCETF4,843$32.9 萬<0.1%–
iShares Tr46435U374MSCI JP VALUE10,746$30.7 萬<0.1%–
DBXDropbox, Inc.CL A9,970$27.1 萬<0.1%歷史
iShares Tr46434V761MSCI UAE ETF15,309$23.4 萬<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF3,120$21.2 萬<0.1%–
iShares Tr46435U150IBONDS 23 TRM HG7,325$17.3 萬<0.1%–
Global X FDS37954Y384CYBRSCURTY ETF6,000$14.6 萬<0.1%–
WTRGEssential Utilities, Inc.COM3,614$12.4 萬<0.1%歷史
CRAICra International, Inc.COM1,051$10.6 萬<0.1%歷史
BYDBoyd Gaming CorpCOM1,570$9.55 萬<0.1%歷史
VanEck Vectors ETF Tr92189F114VIDEO GAMING1,470$7.58 萬<0.1%–
CAMTCamtek LtdORD1,033$6.43 萬<0.1%歷史
SMSISmith Micro Software, Inc.COM NEW50,000$6.05 萬<0.1%歷史
SPDR Series Trust78468R200ST STR RATE ETF1,808$5.55 萬<0.1%–
Innovator ETFs Tr45782C219DOUBLE STACKR 91,565$4.94 萬<0.1%–
ETF Ser Solutions26922A701ROUNDHILL ACQUI1,430$4.73 萬<0.1%–
SNAPSnap IncStock4,600$4.10 萬<0.1%歷史
DBPInvesco DB Precious Metals FundPRECIOUS METAL600$2.85 萬<0.1%歷史
BNBROOKFIELD CorpCL A LTD VT SH811$2.53 萬<0.1%歷史
SGENSeagen Inc.COM91$1.93 萬<0.1%歷史
INVHInvitation Homes Inc.COM600$1.90 萬<0.1%歷史
DTDynatrace, Inc.Stock400$1.87 萬<0.1%歷史
ECHOEchoStar CORPCL A967$1.62 萬<0.1%歷史
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN308$1.55 萬<0.1%–
Cambria ETF Tr132061607GLB ASSET ALLO433$1.14 萬<0.1%–
VMRKVivmark ResidentialSH BEN INT185$1.09 萬<0.1%歷史
iShares Tr464287390LATN AMER 40 ETF405$1.03 萬<0.1%–
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER344$1.01 萬<0.1%歷史
Two Harbors Investment Corp.90187B804COM750$9,930<0.1%–
DENDenbury IncCOM100$9,801<0.1%歷史
CLMTCalumet, Inc.UT LTD PARTNER500$9,550<0.1%歷史
First Tr Exchange Traded FD33738R860NASDAQ BK ETF455$9,402<0.1%–
VMWVmware LLCCL A COM55$9,156<0.1%歷史
NATINational Instruments CorpCOM150$8,943<0.1%歷史
RBARB Global Inc.COM142$8,897<0.1%歷史
AEMAgnico Eagle Mines LtdStock178$8,090<0.1%歷史
Vanguard Long-Term Treasury ETF92206C847ETF145$8,049<0.1%–
Freyr BatteryL4135L100COM1,500$7,335<0.1%–
Innovator ETFs Tr45782C185DOUBLE STKER OCT200$6,475<0.1%–
ETF Managers Tr26924G508ETFMG ALTR HRVST1,621$5,917<0.1%–
BlackRock ETF Trust09290C202FUTURE INVTR ETF185$4,870<0.1%–
iShares Tr46436E882IBONDS 23 TRM TS195$4,840<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA95$4,780<0.1%–
Innovator ETFs Tr45782C193TRIPLE STKER OCT150$4,645<0.1%–
BlackRock ETF Trust09290C301FUTURE TECH ETF225$4,607<0.1%–
APPSDigital Turbine, Inc.COM NEW695$4,205<0.1%歷史
AMEDAmedisys IncCOM45$4,203<0.1%歷史
BAXBaxter International IncStock108$4,076<0.1%歷史
SSRMSSR Mining Inc.Stock300$3,987<0.1%歷史
BRTBRT Apartments Corp.COM200$3,454<0.1%歷史
LSCCLattice Semiconductor CorpCOM40$3,437<0.1%歷史
LWLamb Weston Holdings, Inc.Stock36$3,329<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS200$3,296<0.1%歷史
NPKINPK International Inc.COM SHS450$3,110<0.1%歷史
AZPNAspen Technology, Inc.COM15$3,064<0.1%歷史
AZTAAzenta, Inc.COM61$3,062<0.1%歷史
DPGDuff & Phelps Utility & Infrastructure Fund Inc.COM349$3,008<0.1%歷史
NDSNNordson CorpCOM13$2,901<0.1%歷史
COOCooper Companies, Inc.COM NEW9$2,862<0.1%歷史
EXPDExpeditors International of Washington IncCOM24$2,751<0.1%歷史
EXPOExponent IncCOM32$2,739<0.1%歷史
FDSFactset Research Systems IncStock6$2,624<0.1%歷史
FOXAFox CorpCL A COM78$2,434<0.1%歷史
VIPSVipshop Holdings LtdSPONSORED ADS A133$2,129<0.1%歷史
OMCOmnicom Group Inc.COM27$2,011<0.1%歷史
AMXAmerica Movil SAB de CVSPON ADS RP CL B113$1,957<0.1%歷史
SAPSAP SEADR15$1,940<0.1%歷史
ASXASE Technology Holding Co., Ltd.SPONSORED ADS250$1,880<0.1%歷史
BBWIBath & Body Works, Inc.COM52$1,744<0.1%歷史
EMBJEmbraer S.A.ADR120$1,646<0.1%歷史
WRBBerkley W R CorpCOM25$1,587<0.1%歷史
TXTernium S.A.SPONSORED ADS39$1,556<0.1%歷史
AMNAmn Healthcare Services IncCOM18$1,533<0.1%歷史
BMIBadger Meter IncCOM10$1,439<0.1%歷史
Innovator ETFs Tr45782C177DOUBLE STKR JAN50$1,430<0.1%–
FCNFti Consulting, IncCOM8$1,427<0.1%歷史
CALXCalix, IncCOM31$1,421<0.1%歷史
YETIYETI Holdings, Inc.COM29$1,398<0.1%歷史
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER30$1,396<0.1%–
AVAVAeroVironment IncCOM12$1,338<0.1%歷史
POWIPower Integrations IncCOM17$1,297<0.1%歷史
PRPHProPhase Labs, Inc.COM294$1,285<0.1%歷史
SKYChampion Homes, Inc.Stock20$1,274<0.1%歷史
BCPCBalchem CorpCOM10$1,240<0.1%歷史
ELSEquity Lifestyle Properties IncCOM19$1,210<0.1%歷史
CNMDCONMED CorpCOM12$1,210<0.1%歷史
SMPLSimply Good Foods CoCOM34$1,174<0.1%歷史
PERIPerion Network Ltd.SHS NEW37$1,133<0.1%歷史
CNSCohen & Steers, Inc.COM18$1,128<0.1%歷史
UCTTUltra Clean Holdings, Inc.COM38$1,127<0.1%歷史
LMATLemaitre Vascular IncCOM20$1,090<0.1%歷史
FOXFFox Factory Holding CorpCOM11$1,090<0.1%歷史
PGNYProgyny, Inc.COM32$1,089<0.1%歷史