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Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/18 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
1,852
較 2024 年第 2 季 +85
總值
$10.2 億
較 2024 年第 2 季 +$4,224 萬 (+4.3%)
申報日
2024/11/18
SEC
Sunbelt Securities, Inc. 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock341,655$4,149 萬4.1%−12,049−3.4%減碼歷史
AAPLApple Inc.Stock115,493$2,691 萬2.6%+4,326+3.9%加碼歷史
iShares Core S&P 500 ETF464287200ETF37,968$2,190 萬2.1%+107+0.3%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF185,381$1,931 萬1.9%+4,361+2.4%加碼–
XOMExxonMobil Holdings CorpCOM150,755$1,767 萬1.7%+9,209+6.5%加碼歷史
iShares S&P 500 Growth ETF464287309ETF183,514$1,757 萬1.7%+2,728+1.5%加碼–
MSFTMicrosoft CorpStock40,586$1,746 萬1.7%+1,705+4.4%加碼歷史
AMZNAmazon Com IncStock91,571$1,706 萬1.7%+10,832+13.4%加碼歷史
IAUiShares Gold TrustETF302,725$1,505 萬1.5%+26,791+9.7%加碼歷史
AVGOBroadcom Inc.Stock72,831$1,256 萬1.2%+2,251+3.2%加碼依 10 比 1 拆股換算歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD382,485$1,179 萬1.2%+557+0.1%加碼–
Schwab US Dividend Equity ETF808524797ETF119,920$1,014 萬1.0%+2,413+2.1%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF115,401$927.5 萬0.9%+3,636+3.3%加碼–
ABBVAbbVie Inc.Stock46,611$920.5 萬0.9%−1,409−2.9%減碼歷史
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS362,388$883.3 萬0.9%−20,547−5.4%減碼–
PGProcter & Gamble CoStock49,451$856.5 萬0.8%+287+0.6%加碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT247,350$847.9 萬0.8%−51,652−17.3%減碼–
Invesco QQQ Trust Series I46090E103ETF17,085$833.9 萬0.8%−1,348−7.3%減碼–
GOOGLAlphabet Inc.Stock50,112$831.1 萬0.8%−60.0%減碼歷史
SPYSPDR S&P 500 ETF TrustETF14,262$818.3 萬0.8%+2,101+17.3%加碼歷史
iShares S&P 500 Value ETF464287408ETF41,448$817.2 萬0.8%+2,458+6.3%加碼–
JNJJohnson & JohnsonStock50,368$816.3 萬0.8%−6,588−11.6%減碼歷史
VVisa Inc.Stock28,882$794.1 萬0.8%−1,878−6.1%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF154,133$793.8 萬0.8%+1,903+1.3%加碼–
METAMeta Platforms, Inc.Stock13,570$776.8 萬0.8%+125+0.9%加碼歷史
Innovator ETFs Trust45783Y723POWER BUFFER SET241,006$760.0 萬0.7%−2,610−1.1%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF91,072$756.7 萬0.7%+1,892+2.1%加碼–
Innov Prem Inc 30 Barr - Jan45783Y376ETP298,986$738.9 萬0.7%−10,071−3.3%減碼–
EPDEnterprise Products Partners L.P.Stock244,367$711.4 萬0.7%+39,166+19.1%加碼歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF103,479$671.6 萬0.7%+5,564+5.7%加碼–
Innovator ETFs Trust45783Y731BUFF STEP UP ETF197,835$647.3 萬0.6%−2,919−1.5%減碼–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT177,216$647.2 萬0.6%00.0%不變–
iShares Core S&P Small Cap ETF464287804ETF51,726$605.0 萬0.6%+550+1.1%加碼–
COSTCostco Wholesale CorpStock6,675$591.7 萬0.6%+503+8.1%加碼歷史
GOOGAlphabet Inc.Stock35,066$586.3 萬0.6%+796+2.3%加碼歷史
JPMJPMorgan Chase & CoStock27,755$585.2 萬0.6%−1,066−3.7%減碼歷史
iShares Tr46428743220 YR TR BD ETF59,264$581.4 萬0.6%+9,412+18.9%加碼–
MRKMerck & Co., Inc.Stock51,056$579.8 萬0.6%−2,609−4.9%減碼歷史
iShares Core MSCI Europe ETF46434V738ETF92,999$566.6 萬0.6%+5,885+6.8%加碼–
TSLATesla, Inc.Stock20,688$541.3 萬0.5%−366−1.7%減碼歷史
CVXChevron CorpStock36,520$537.8 萬0.5%−3,279−8.2%減碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT73,776$528.2 萬0.5%−136−0.2%減碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF57,067$524.6 萬0.5%−2,765−4.6%減碼–
Ea Series Trust02072L565ALPHA ARCH 1-347,000$512.0 萬0.5%00.0%不變–
iShares Core Dividend Growth ETF46434V621ETF80,918$507.3 萬0.5%+1,595+2.0%加碼–
CCitigroup IncStock80,269$502.5 萬0.5%+2,999+3.9%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF63,819$498.1 萬0.5%+6,122+10.6%加碼–
LLYEli Lilly & CoStock5,453$483.1 萬0.5%+477+9.6%加碼歷史
Capital Group Core Balanced14021D107SHS154,616$480.1 萬0.5%−32,537−17.4%減碼–
MAMastercard IncStock9,665$477.3 萬0.5%+443+4.8%加碼歷史
VZVerizon Communications IncStock106,011$476.1 萬0.5%−16,192−13.3%減碼歷史
iShares Tr464287150CORE S&P TTL STK37,495$471.0 萬0.5%+5,239+16.2%加碼–
ETEnergy Transfer LPCOM UT LTD PTN291,231$467.4 萬0.5%+17,136+6.3%加碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF33,059$461.1 萬0.5%−1,536−4.4%減碼–
iShares Core S&P US Value ETF464287663ETF47,789$456.3 萬0.4%+12,058+33.7%加碼–
iShares Core High Dividend ETF46429B663ETF38,646$454.6 萬0.4%+5,536+16.7%加碼–
BRK.BBerkshire Hathaway IncStock9,658$444.5 萬0.4%−168−1.7%減碼歷史
Tidal ETF Tr88634T774II YIELDMAX NVDA177,744$425.9 萬0.4%+50,734+39.9%加碼–
iShares Tr464287721U.S. TECH ETF24,587$372.8 萬0.4%−936−3.7%減碼–
iShares Inc464286681MSCI EQUAL WEITE37,590$359.9 萬0.4%+3,516+10.3%加碼–
MMM3M CoStock25,792$352.6 萬0.3%−3,227−11.1%減碼歷史
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT95,892$352.1 萬0.3%+4,602+5.0%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT95,795$349.1 萬0.3%−11,460−10.7%減碼–
TAT&T Inc.Stock155,326$341.7 萬0.3%−22,341−12.6%減碼歷史
PEPPepsiCo IncStock20,089$341.6 萬0.3%−1,483−6.9%減碼歷史
MOAltria Group, Inc.Stock66,378$338.8 萬0.3%+2,692+4.2%加碼歷史
VLOValero Energy CorpStock24,781$334.6 萬0.3%−1,344−5.1%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF111,266$324.7 萬0.3%+762+0.7%加碼–
WMTWalmart Inc.Stock40,077$323.6 萬0.3%−916−2.2%減碼歷史
AMDAdvanced Micro Devices IncStock19,331$317.2 萬0.3%−660−3.3%減碼歷史
MPCMarathon Petroleum CorpStock18,525$301.8 萬0.3%−1,079−5.5%減碼歷史
INTCIntel CorpStock125,133$293.6 萬0.3%+121,754+3,603.3%加碼歷史
Tidal Tr II88636J444YIELDMAX TSLA OP205,340$293.0 萬0.3%+201,862+5,804.0%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF12,901$291.3 萬0.3%+986+8.3%加碼–
MCDMcDonalds CorpStock9,531$290.2 萬0.3%−12−0.1%減碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT80,840$281.2 萬0.3%−23,343−22.4%減碼–
NOWServiceNow, Inc.Stock3,024$270.5 萬0.3%−514−14.5%減碼歷史
First Tr Exchng Traded FD VI33740F623FT VEST US EQT60,180$269.1 萬0.3%00.0%不變–
NFLXNetflix IncStock3,706$262.9 萬0.3%+107+3.0%加碼歷史
iShares Tr46435G524INTL DIV GRWTH35,168$262.3 萬0.3%+2,827+8.7%加碼–
EOSEaton Vance Enhanced Equity Income Fund IICOM118,785$257.8 萬0.3%−26,681−18.3%減碼歷史
DELLDell Technologies Inc.Stock21,622$256.3 萬0.3%+21,495+16,925.2%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,057$256.3 萬0.3%−92−1.5%減碼歷史
QCOMQualcomm IncStock14,915$253.6 萬0.2%−47−0.3%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF14,528$253.5 萬0.2%−13−0.1%減碼–
HDHome Depot, Inc.Stock6,157$249.5 萬0.2%−148−2.3%減碼歷史
SBUXStarbucks CorpStock25,380$247.4 萬0.2%−674−2.6%減碼歷史
IBMInternational Business Machines CorpStock11,048$244.3 萬0.2%−278−2.5%減碼歷史
iShares Russell 2000 ETF464287655ETF10,914$241.1 萬0.2%+2,650+32.1%加碼–
MPTMedical Properties Trust IncCOM411,942$241.0 萬0.2%+5,705+1.4%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B64,412$238.8 萬0.2%−1,438−2.2%減碼–
UPSUnited Parcel Service IncStock17,492$238.5 萬0.2%+862+5.2%加碼歷史
Fidelity Covington Trust316092543EMERG MKTS MLTFT83,147$224.9 萬0.2%+3,560+4.5%加碼–
LMTLockheed Martin CorpStock3,844$224.7 萬0.2%+88+2.3%加碼歷史
iShares Select Dividend ETF464287168ETF16,439$222.0 萬0.2%−217−1.3%減碼–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT61,496$217.8 萬0.2%+3,166+5.4%加碼–
Fidelity MSCI Energy Index ETF316092402ETF90,341$217.5 萬0.2%+52,203+136.9%加碼–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT60,350$217.4 萬0.2%+41,670+223.1%加碼–
Innovator ETFs Trust45782C888US EQT BUFR APR49,245$213.6 萬0.2%−1,500−3.0%減碼–
iShares Tr464288760US AER DEF ETF14,076$210.6 萬0.2%+5,351+61.3%加碼–

2024 年第 2 季之後清倉(82 檔)

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

Sunbelt Securities, Inc. 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
WIREEncore Wire CorpCOM90,766$2,631 萬2.7%歷史
WSCWillScot Holdings CorpCOM CL A53,747$202.3 萬0.2%歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF45,512$190.2 萬0.2%–
SMCISuper Micro Computer, Inc.COM2,010$164.7 萬0.2%歷史
LRCXLam Research CorpCOM1,533$163.3 萬0.2%歷史
ABGAsbury Automotive Group IncCOM4,232$96.4 萬0.1%歷史
BLKBlackRock, Inc.COM832$65.5 萬0.1%歷史
iShares Inc464286814MSCI NETHERL ETF12,049$60.5 萬0.1%–
iShares Inc464286806MSCI GERMANY ETF13,779$42.2 萬<0.1%–
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS4,646$29.2 萬<0.1%–
iShares Tr46436E189COPPER & METALS9,575$28.9 萬<0.1%–
iShares Tr46429B507MSCI IRELAND ETF4,452$28.7 萬<0.1%–
iShares Tr464288372GLB INFRASTR ETF4,990$23.9 萬<0.1%–
CEMClearBridge MLP & Midstream Fund Inc.COM4,642$22.0 萬<0.1%歷史
iShares Inc464286756MSCI SWEDEN ETF4,540$18.3 萬<0.1%–
iShares Tr46429B499MSCI NORWAY ETF6,280$15.3 萬<0.1%–
EXEExpand Energy CorpCOM1,175$9.66 萬<0.1%歷史
STNGScorpio Tankers Inc.SHS1,011$8.22 萬<0.1%歷史
GLNGGolar LNG LtdSHS2,428$7.61 萬<0.1%歷史
Innovator ETFs Trust45782C433US EQTY BUFR FEB1,825$7.42 萬<0.1%–
WisdomTree Tr97717Y857US MULTIFACTOR1,511$6.87 萬<0.1%–
Fidelity Covington Trust316092170DISRU AUTOM ETF2,330$6.17 萬<0.1%–
Cool Co LtdG2415A113COMMON SHARES4,663$5.49 萬<0.1%–
iShares Tr46435G516ESG AW MSCI EAFE592$4.66 萬<0.1%–
iShares Tr46435G243ESG AWRE 1 5 YR1,878$4.60 萬<0.1%–
BOILProShares Trust IIULTRA BLOOMBERG2,707$4.24 萬<0.1%歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD1,440$4.19 萬<0.1%歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF893$4.16 萬<0.1%–
WisdomTree Tr97717W588US LARGECAP FUND593$3.37 萬<0.1%–
WisdomTree Tr97717X701EUROPE HEDGED EQ704$3.18 萬<0.1%–
MDBMongoDB, Inc.CL A125$3.12 萬<0.1%歷史
Innovator ETFs Trust45782C581US EQTY BUF NOV720$2.69 萬<0.1%–
Timothy Plan887432268ETF1,106$2.59 萬<0.1%–
SPDR Series Trust78468R200ST STR RATE ETF829$2.56 萬<0.1%–
DOCSDoximity, Inc.CL A905$2.53 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF264$2.23 萬<0.1%–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE185$2.14 萬<0.1%–
FWONKLiberty Media CorpCOM LBTY ONE S C296$2.13 萬<0.1%歷史
Liberty Media Corp531229813Stock870$1.93 萬<0.1%–
CNQCanadian Natural Resources LtdCOM500$1.78 萬<0.1%歷史
WALWestern Alliance BancorporationCOM275$1.73 萬<0.1%歷史
Fidelity Covington Trust31609A404ENHANCED INTL598$1.69 萬<0.1%–
PCTYPaylocity Holding CorpCOM104$1.37 萬<0.1%歷史
SPDR Series Trust78464A821ST STR SP400GRW161$1.35 萬<0.1%–
WisdomTree Tr97717W315EMER MKT HIGH FD304$1.32 萬<0.1%–
NTLAIntellia Therapeutics, Inc.COM570$1.28 萬<0.1%歷史
PIIPolaris Inc.Stock134$1.05 萬<0.1%歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF104$1.03 萬<0.1%–
AGIOAgios Pharmaceuticals, Inc.COM225$9,702<0.1%歷史
ARLPAlliance Resource Partners LPStock367$8,972<0.1%歷史
CMCOColumbus McKinnon CorpCOM225$7,772<0.1%歷史
iShares Tr46435G342MORTGE REL ETF325$7,202<0.1%–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND85$6,434<0.1%–
SPDR Series Trust78464A383ST STR BACKE ETF242$5,220<0.1%–
STAGSTAG Industrial, Inc.COM140$5,048<0.1%歷史
WRKWestRock CoCOM96$4,825<0.1%歷史
WSTWest Pharmaceutical Services IncCOM14$4,611<0.1%歷史
FWONALiberty Media CorpCOM LBTY ONE S A68$4,368<0.1%歷史
GEOGeo Group IncCOM300$4,308<0.1%歷史
WEXWEX Inc.COM22$3,897<0.1%歷史
Franklin Templeton ETF Tr35473P421FOCUSED DYNAMIC96$3,532<0.1%–
SIRISirius XM Holdings Inc.COM1,150$3,254<0.1%歷史
LPLALPL Financial Holdings Inc.COM8$2,234<0.1%歷史
PKXPosco Holdings Inc.SPONSORED ADR32$2,104<0.1%歷史
Global X FDS37954Y715RBTCS ARTFL INTE58$1,789<0.1%–
TELLTellurian Inc.COM2,540$1,759<0.1%歷史
VTRVentas, Inc.REIT33$1,686<0.1%歷史
Liberty Media Corp531229789Stock64$1,418<0.1%–
FCELFuelcell Energy IncCOM1,900$1,214<0.1%歷史
NEOGNeogen CorpCOM60$938<0.1%歷史
TGNATegna IncCOM53$738<0.1%歷史
Brookfield Reins LtdG16250204CL A-1 EXCH NONV17$713<0.1%–
FTCIFTC Solar, Inc.COM1,792$633<0.1%歷史
BBYBest Buy Co IncStock4$341<0.1%歷史
AIRCApartment Income REIT Corp.COM8$313<0.1%歷史
CARSCars.com Inc.COM15$296<0.1%歷史
Brookfield Reins LtdG16250105CL A EXCH LT VTG4$166<0.1%–
DYNTDynatronics CorpCOM500$132<0.1%歷史
CRNCCerence Inc.COM31$88<0.1%歷史
BFIBurgerFi International, Inc.COM219$44<0.1%歷史
VIXYProShares Trust IIVIX SH TRM FUTRS4$43<0.1%歷史
NVTAInvitae CorpCOM109$1<0.1%歷史