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Livermore
Livermore
中文EN

Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2024 年第 1 季持倉

持倉截至 2024/3/31，2024/4/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。

機構總覽
持股檔數
1,733
較 2023 年第 4 季 +34
總值
$8.96 億
較 2023 年第 4 季 +$1.02 億 (+12.9%)
申報日
2024/4/15
SEC
Sunbelt Securities, Inc. 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock35,420$3,200 萬3.6%+8,903+33.6%加碼歷史
WIREEncore Wire CorpCOM90,766$2,385 萬2.7%−2,000−2.2%減碼歷史
iShares Core S&P 500 ETF464287200ETF38,117$2,004 萬2.2%−2,208−5.5%減碼–
AAPLApple Inc.Stock110,834$1,901 萬2.1%+17,108+18.3%加碼歷史
MSFTMicrosoft CorpStock40,395$1,699 萬1.9%+2,138+5.6%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF173,974$1,613 萬1.8%−1,690−1.0%減碼–
iShares S&P 500 Growth ETF464287309ETF180,569$1,525 萬1.7%−9,223−4.9%減碼–
AMZNAmazon Com IncStock83,522$1,507 萬1.7%−4,687−5.3%減碼歷史
XOMExxonMobil Holdings CorpCOM114,161$1,327 萬1.5%−11,150−8.9%減碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD376,924$1,103 萬1.2%+54,712+17.0%加碼–
IAUiShares Gold TrustETF255,094$1,072 萬1.2%−127,715−33.4%減碼歷史
AVGOBroadcom Inc.Stock6,929$918.4 萬1.0%+2,098+43.4%加碼歷史
Schwab US Dividend Equity ETF808524797ETF109,975$886.7 萬1.0%+22,125+25.2%加碼–
VVisa Inc.Stock31,360$875.2 萬1.0%+263+0.8%加碼歷史
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS383,747$862.8 萬1.0%+129,699+51.1%加碼–
ABBVAbbVie Inc.Stock46,398$844.9 萬0.9%−4,204−8.3%減碼歷史
Invesco QQQ Trust Series I46090E103ETF18,499$821.4 萬0.9%−198−1.1%減碼–
PGProcter & Gamble CoStock50,494$819.3 萬0.9%−2,775−5.2%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF103,685$787.8 萬0.9%+635+0.6%加碼–
Innov Prem Inc 30 Barr - Jan45783Y376ETP312,931$773.1 萬0.9%+312,931新進–
Capital Group Core Equity Et14020V108SHS CREAT UNIT242,525$755.7 萬0.8%+75,188+44.9%加碼–
GOOGLAlphabet Inc.Stock47,243$713.0 萬0.8%−6,896−12.7%減碼歷史
MRKMerck & Co., Inc.Stock53,495$705.9 萬0.8%+200+0.4%加碼歷史
iShares S&P 500 Value ETF464287408ETF37,608$702.6 萬0.8%−1,017−2.6%減碼–
Schwab U.S. Small-Cap ETF808524607ETF142,404$701.2 萬0.8%+13,871+10.8%加碼–
Innovator ETFs Trust45783Y723POWER BUFFER SET235,098$693.7 萬0.8%−57,376−19.6%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF83,611$680.8 萬0.8%+6,930+9.0%加碼–
SPYSPDR S&P 500 ETF TrustETF12,243$640.4 萬0.7%−54−0.4%減碼歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT177,216$610.3 萬0.7%+173,840+5,149.3%加碼–
EPDEnterprise Products Partners L.P.Stock201,683$588.5 萬0.7%+48,301+31.5%加碼歷史
JPMJPMorgan Chase & CoStock28,529$571.4 萬0.6%+332+1.2%加碼歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF95,859$565.0 萬0.6%−5,840−5.7%減碼–
Innovator ETFs Trust45783Y731BUFF STEP UP ETF181,204$548.2 萬0.6%+159,149+721.6%加碼–
iShares Core S&P Small Cap ETF464287804ETF49,405$546.0 萬0.6%+224+0.5%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF59,761$545.3 萬0.6%+3,931+7.0%加碼–
CVXChevron CorpStock34,318$541.3 萬0.6%+3,723+12.2%加碼歷史
GOOGAlphabet Inc.Stock34,367$523.3 萬0.6%−1,470−4.1%減碼歷史
JNJJohnson & JohnsonStock31,924$505.0 萬0.6%−2,015−5.9%減碼歷史
Capital Group Core Balanced14021D107SHS171,175$498.3 萬0.6%+71,450+71.6%加碼–
CCitigroup IncStock76,845$486.0 萬0.5%+239+0.3%加碼歷史
VZVerizon Communications IncStock113,377$475.7 萬0.5%−6,175−5.2%減碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT73,856$475.6 萬0.5%+12,322+20.0%加碼–
METAMeta Platforms, Inc.Stock9,646$468.4 萬0.5%+74+0.8%加碼歷史
iShares Core MSCI Europe ETF46434V738ETF80,576$466.1 萬0.5%−495−0.6%減碼–
iShares Core Dividend Growth ETF46434V621ETF79,351$460.7 萬0.5%−14,981−15.9%減碼–
VLOValero Energy CorpStock26,955$460.1 萬0.5%−374−1.4%減碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF34,233$447.5 萬0.5%+843+2.5%加碼–
MAMastercard IncStock9,123$439.4 萬0.5%−260−2.8%減碼歷史
COSTCostco Wholesale CorpStock5,986$438.5 萬0.5%+848+16.5%加碼歷史
LLYEli Lilly & CoStock5,575$433.7 萬0.5%+3,303+145.4%加碼歷史
iShares Tr46428743220 YR TR BD ETF45,179$427.5 萬0.5%+17,197+61.5%加碼–
ETEnergy Transfer LPCOM UT LTD PTN268,275$422.0 萬0.5%+72,802+37.2%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF56,179$417.0 萬0.5%−556−1.0%減碼–
TSLATesla, Inc.Stock23,010$404.5 萬0.5%+5,551+31.8%加碼歷史
BRK.BBerkshire Hathaway IncStock9,563$402.2 萬0.4%−199−2.0%減碼歷史
PEPPepsiCo IncStock21,917$383.6 萬0.4%−275−1.2%減碼歷史
iShares Tr464287150CORE S&P TTL STK31,271$360.6 萬0.4%−2,187−6.5%減碼–
ADBEAdobe Inc.Stock6,941$350.2 萬0.4%−753−9.8%減碼歷史
iShares Core High Dividend ETF46429B663ETF31,148$343.3 萬0.4%+2,987+10.6%加碼–
COPConocoPhillipsStock26,904$342.4 萬0.4%−1,680−5.9%減碼歷史
MPCMarathon Petroleum CorpStock16,773$338.0 萬0.4%+335+2.0%加碼歷史
iShares Tr464287721U.S. TECH ETF24,184$326.6 萬0.4%+327+1.4%加碼–
MMM3M CoStock29,924$317.4 萬0.4%−465−1.5%減碼歷史
TAT&T Inc.Stock174,923$307.9 萬0.3%+4,928+2.9%加碼歷史
iShares Core S&P US Value ETF464287663ETF33,964$307.2 萬0.3%+4,932+17.0%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT92,113$294.7 萬0.3%+42,832+86.9%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT90,496$294.1 萬0.3%+23,753+35.6%加碼–
EOSEaton Vance Enhanced Equity Income Fund IICOM145,415$293.3 萬0.3%+11,490+8.6%加碼歷史
iShares Inc464286681MSCI EQUAL WEITE30,996$282.0 萬0.3%−1,407−4.3%減碼–
MCDMcDonalds CorpStock9,621$271.3 萬0.3%+555+6.1%加碼歷史
QCOMQualcomm IncStock15,677$265.4 萬0.3%+852+5.7%加碼歷史
NOWServiceNow, Inc.Stock3,475$264.9 萬0.3%−354−9.2%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF102,184$258.0 萬0.3%+22,635+28.5%加碼–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT61,272$257.2 萬0.3%+36,022+142.7%加碼–
HDHome Depot, Inc.Stock6,584$252.6 萬0.3%+283+4.5%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,282$249.9 萬0.3%+26+0.4%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF11,991$249.7 萬0.3%−1,320−9.9%減碼–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT71,458$246.0 萬0.3%+69,819+4,259.9%加碼–
Innovator ETFs Trust45782C474US SML CP PWR B69,050$244.2 萬0.3%+13,470+24.2%加碼–
WMTWalmart Inc.Stock40,373$242.9 萬0.3%−250−0.6%減碼依 3 比 1 拆股換算歷史
UPSUnited Parcel Service IncStock15,982$237.5 萬0.3%+1,381+9.5%加碼歷史
ACNAccenture plcStock6,770$234.7 萬0.3%−188−2.7%減碼歷史
CSCOCisco Systems, Inc.Stock44,204$220.6 萬0.2%+2,912+7.1%加碼歷史
MOAltria Group, Inc.Stock49,827$217.3 萬0.2%+12,849+34.7%加碼歷史
CRMSalesforce, Inc.Stock7,015$211.3 萬0.2%−1,633−18.9%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF13,536$210.9 萬0.2%+501+3.8%加碼–
NFLXNetflix IncStock3,414$207.3 萬0.2%−302−8.1%減碼歷史
iShares Tr46435G524INTL DIV GRWTH30,664$206.6 萬0.2%−850−2.7%減碼–
DOWDow Inc.Stock35,484$205.6 萬0.2%+770+2.2%加碼歷史
PXDPioneer Natural Resources CoCOM7,709$202.4 萬0.2%−91−1.2%減碼歷史
SMCISuper Micro Computer, Inc.COM1,922$194.1 萬0.2%+1,922新進歷史
iShares Select Dividend ETF464287168ETF15,672$193.1 萬0.2%−582−3.6%減碼–
Fidelity Covington Trust316092543EMERG MKTS MLTFT77,563$192.4 萬0.2%−2,260−2.8%減碼–
Ssga Active ETF Tr78467V608ST STR BL LN ETF45,431$191.3 萬0.2%+53+0.1%加碼–
INTUIntuit Inc.Stock2,906$188.9 萬0.2%−490−14.4%減碼歷史
Innovator ETFs Trust45782C888US EQT BUFR APR46,530$186.3 萬0.2%−3,500−7.0%減碼–
iShares Semiconductor ETF464287523ETF8,210$185.5 萬0.2%−181−2.2%減碼依 3 比 1 拆股換算–
ALGNAlign Technology IncCOM5,643$185.0 萬0.2%−149−2.6%減碼歷史
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM94,702$184.6 萬0.2%−682−0.7%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF5,323$183.2 萬0.2%+31+0.6%加碼–

2023 年第 4 季之後清倉（83 檔）

2023 年第 4 季季末還持有、這份申報已經沒有的部位。

Sunbelt Securities, Inc. 在 2023 年第 4 季之後清倉的部位
證券類別2023 年第 4 季股數2023 年第 4 季市值2023 年第 4 季佔組合 %紀錄
iShares Russell Top 200 Growth ETF464289438ETF5,391$94.5 萬0.1%–
iShares Tr46429B614MSCI INDIA SM CP7,266$50.7 萬0.1%–
iShares Inc464286400MSCI BRAZIL ETF7,102$24.8 萬<0.1%–
Innovator ETFs Tr45782C169TRIPLE STKR JAN5,931$17.2 萬<0.1%–
CLHClean Harbors IncCOM790$13.8 萬<0.1%歷史
Timothy Plan887432326HIG DV STK ETF4,091$13.5 萬<0.1%–
LDOSLeidos Holdings, Inc.COM1,205$13.0 萬<0.1%歷史
WisdomTree Tr97717W596US ESG FUND2,529$12.4 萬<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF1,444$12.3 萬<0.1%–
CRFCornerstone Total Return Fund IncCOM14,715$10.4 萬<0.1%歷史
BENFranklin Templeton IncCOM3,429$10.2 萬<0.1%歷史
GRNBarclays Bank PLCETN 492,770$8.50 萬<0.1%歷史
iShares Tr464289479CORE LT USDB ETF1,498$7.88 萬<0.1%–
ProShares Tr74347B425SHORT S&P 500 NE5,291$6.87 萬<0.1%–
ProShares Tr74347B714SHORT QQQ NEW6,104$5.79 萬<0.1%–
iShares Tr464288257MSCI ACWI ETF492$5.01 萬<0.1%–
EQTEQT CorpStock1,275$4.93 萬<0.1%歷史
Timothy Plan887432342U S SM CP CORE1,357$4.80 萬<0.1%–
Timothy Plan887432334INTL ETF1,535$4.06 萬<0.1%–
Healthpeak Properties, Inc.71943U104COM1,813$2.41 萬<0.1%–
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER518$2.05 萬<0.1%–
NBBNuveen Taxable Municipal Income FundCOM1,290$2.04 萬<0.1%歷史
AMEAmetek IncCOM122$2.01 萬<0.1%歷史
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS394$1.95 萬<0.1%–
EEExcelerate Energy, Inc.CL A COM1,002$1.55 萬<0.1%歷史
KNSLKinsale Capital Group, Inc.Stock45$1.51 萬<0.1%歷史
Innovator ETFs Tr45783Y400US EQT ACCEL PLS471$1.43 萬<0.1%–
Invesco Actively Managed Exc46090A101ACTIVE US REAL150$1.37 萬<0.1%–
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL100$1.37 萬<0.1%–
MAAMid America Apartment Communities Inc.COM96$1.29 萬<0.1%歷史
LNCLincoln National CorpCOM443$1.20 萬<0.1%歷史
Innovator ETFs Tr45782C136DOUBLE STACKR 9387$1.14 萬<0.1%–
NWLNewell Brands Inc.Stock1,300$1.13 萬<0.1%歷史
LYFTLyft, Inc.CL A COM690$1.03 萬<0.1%歷史
CMPRCIMPRESS plcSHS EURO120$9,606<0.1%歷史
BLBlackline, Inc.COM143$8,929<0.1%歷史
ALKAlaska Air Group, Inc.COM200$7,814<0.1%歷史
EDFVirtus Stone Harbor Emerging Markets Income FundCOM1,724$7,430<0.1%歷史
BERYBerry Global Group, Inc.COM108$7,278<0.1%歷史
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF144$6,958<0.1%–
Franklin Templeton ETF Tr35473P637FTSE JAPAN HDG263$6,889<0.1%–
Innovator ETFs Trust45782C532US EQTY ULTRA B215$6,888<0.1%–
iShares Inc464286822MSCI MEXICO ETF102$6,888<0.1%–
GIBCgi IncCL A63$6,754<0.1%歷史
SRCSpirit Realty Capital, Inc.COM NEW147$6,422<0.1%歷史
PDMPiedmont Realty Trust, Inc.COM CL A875$6,221<0.1%歷史
SNNSmith & Nephew PLCSPDN ADR NEW190$5,183<0.1%歷史
URIUnited Rentals, Inc.COM8$4,602<0.1%歷史
BDNBrandywine Realty TrustSH BEN INT NEW802$4,331<0.1%歷史
VanEck Digital Native Economy ETF92189F882ETF101$4,272<0.1%–
ICLRIcon PLCCOM14$3,963<0.1%歷史
WisdomTree Tr97717Y691CLOUD COMPUTNG98$3,425<0.1%–
NCVVirtus Convertible & Income FundCOM922$3,109<0.1%歷史
BXPBXP, Inc.COM36$2,526<0.1%歷史
CNXCNX Resources CorpCOM125$2,500<0.1%歷史
ESTCElastic N.V.ORD SHS21$2,367<0.1%歷史
GRMNGarmin LtdSHS17$2,152<0.1%歷史
TERTeradyne, IncStock18$1,953<0.1%歷史
PGTIPGT Innovations, Inc.COM44$1,791<0.1%歷史
ARGXArgenx SESPONSORED ADR4$1,522<0.1%歷史
UPSTUpstart Holdings, Inc.COM31$1,267<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM34$1,247<0.1%歷史
CHRDChord Energy CorpCOM NEW7$1,081<0.1%歷史
iShares Inc464286871MSCI HONG KG ETF55$955<0.1%–
ACMAecomCOM10$924<0.1%歷史
CPRXCatalyst Pharmaceuticals, Inc.COM50$840<0.1%歷史
INMDInMode Ltd.SHS34$756<0.1%歷史
iShares Tr464289123NEW ZEALAND ETF12$582<0.1%–
EFXEquifax IncCOM2$495<0.1%歷史
APPNAppian CorpCL A11$414<0.1%歷史
UAAUnder Armour, Inc.Stock40$352<0.1%歷史
HCPHashiCorp, Inc.COM CL A14$331<0.1%歷史
UAUnder Armour, Inc.CL C39$326<0.1%歷史
IPIIntrepid Potash, Inc.COM12$287<0.1%歷史
GPROGoPro, Inc.CL A50$174<0.1%歷史
NKLANikola CorpCOM150$131<0.1%歷史
ARAntero Resources CorpCOM5$113<0.1%歷史
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund4$57<0.1%–
NUTXNutex Health Inc.COM300$54<0.1%歷史
BODIBeachbody Company, Inc.COM CL A NEW6$50<0.1%歷史
XUnited States Steel CorpCOM1$49<0.1%歷史
HLHecla Mining CoCOM1$5<0.1%歷史
Medley Cap Corp58503F502COM0$2<0.1%–