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Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/2/18 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
1,811
較 2024 年第 3 季 −41
總值
$11.4 億
較 2024 年第 3 季 +$1.15 億 (+11.3%)
申報日
2025/2/18
SEC
Sunbelt Securities, Inc. 在 2024 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
XOMExxonMobil Holdings CorpCOM804,878$8,512 萬7.5%+654,123+433.9%加碼歷史
NVDANVIDIA CorpStock350,836$4,824 萬4.2%+9,181+2.7%加碼歷史
MSFTMicrosoft CorpStock70,409$2,991 萬2.6%+29,823+73.5%加碼歷史
AAPLApple Inc.Stock118,301$2,984 萬2.6%+2,808+2.4%加碼歷史
iShares Core S&P 500 ETF464287200ETF36,538$2,159 萬1.9%−1,430−3.8%減碼–
AMZNAmazon Com IncStock91,323$2,021 萬1.8%−248−0.3%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF671,577$1,890 萬1.7%−69,947−9.4%減碼依 4 比 1 拆股換算–
iShares S&P 500 Growth ETF464287309ETF180,826$1,852 萬1.6%−2,688−1.5%減碼–
AVGOBroadcom Inc.Stock73,016$1,720 萬1.5%+185+0.3%加碼歷史
TSLATesla, Inc.Stock35,218$1,470 萬1.3%+14,530+70.2%加碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD421,744$1,325 萬1.2%+39,259+10.3%加碼–
Invesco QQQ Trust Series I46090E103ETF25,547$1,317 萬1.2%+8,462+49.5%加碼–
IAUiShares Gold TrustETF252,262$1,242 萬1.1%−50,463−16.7%減碼歷史
Schwab US Dividend Equity ETF808524797ETF428,403$1,167 萬1.0%+68,643+19.1%加碼依 3 比 1 拆股換算–
PGProcter & Gamble CoStock68,397$1,143 萬1.0%+18,946+38.3%加碼歷史
GOOGLAlphabet Inc.Stock49,367$944.1 萬0.8%−745−1.5%減碼歷史
iShares S&P 500 Value ETF464287408ETF47,756$910.4 萬0.8%+6,308+15.2%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT240,929$845.2 萬0.7%−6,421−2.6%減碼–
METAMeta Platforms, Inc.Stock14,218$840.6 萬0.7%+648+4.8%加碼歷史
Innovator ETFs Trust45783Y723POWER BUFFER SET261,308$839.1 萬0.7%+20,302+8.4%加碼–
ABBVAbbVie Inc.Stock46,495$819.2 萬0.7%−116−0.2%減碼歷史
SPYSPDR S&P 500 ETF TrustETF13,874$816.1 萬0.7%−388−2.7%減碼歷史
JNJJohnson & JohnsonStock56,066$803.7 萬0.7%+5,698+11.3%加碼歷史
MRKMerck & Co., Inc.Stock78,763$774.8 萬0.7%+27,707+54.3%加碼歷史
Innovator ETFs Trust45783Y731BUFF STEP UP ETF227,572$760.0 萬0.7%+29,737+15.0%加碼–
Schwab U.S. Small-Cap ETF808524607ETF284,333$734.7 萬0.6%−23,933−7.8%減碼依 2 比 1 拆股換算–
VVisa Inc.Stock23,054$726.9 萬0.6%−5,828−20.2%減碼歷史
JPMJPMorgan Chase & CoStock29,349$702.4 萬0.6%+1,594+5.7%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF247,097$683.7 萬0.6%−26,119−9.6%減碼依 3 比 1 拆股換算–
GOOGAlphabet Inc.Stock35,481$683.7 萬0.6%+415+1.2%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF95,932$674.6 萬0.6%+32,113+50.3%加碼–
EPDEnterprise Products Partners L.P.Stock212,948$664.4 萬0.6%−31,419−12.9%減碼歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF99,855$655.0 萬0.6%−3,624−3.5%減碼–
Ea Series Trust02072L565ALPHA ARCH 1-359,000$650.2 萬0.6%+12,000+25.5%加碼–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR235,772$643.9 萬0.6%+235,772新進–
COSTCostco Wholesale CorpStock6,957$641.6 萬0.6%+282+4.2%加碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT82,713$634.5 萬0.6%+8,937+12.1%加碼–
iShares Core S&P Small Cap ETF464287804ETF53,209$611.7 萬0.5%+1,483+2.9%加碼–
Tidal ETF Tr88634T774II YIELDMAX NVDA253,374$602.0 萬0.5%+75,630+42.5%加碼–
Innov Prem Inc 30 Barr - Jan45783Y376ETP226,366$565.9 萬0.5%−72,620−24.3%減碼–
KOCoca Cola CoStock87,014$539.7 萬0.5%+76,687+742.6%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF57,008$519.2 萬0.5%−59−0.1%減碼–
iShares Inc464286681MSCI EQUAL WEITE53,503$509.9 萬0.4%+15,913+42.3%加碼–
CVXChevron CorpStock35,637$509.9 萬0.4%−883−2.4%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV38,346$504.9 萬0.4%+28,166+276.7%加碼–
iShares Core Dividend Growth ETF46434V621ETF81,514$499.2 萬0.4%+596+0.7%加碼–
Capital Group Core Balanced14021D107SHS156,919$491.6 萬0.4%+2,303+1.5%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF36,020$488.4 萬0.4%+2,961+9.0%加碼–
PLTRPalantir Technologies Inc.Stock62,951$485.9 萬0.4%+60,991+3,111.8%加碼歷史
iShares Core S&P US Value ETF464287663ETF51,838$479.6 萬0.4%+4,049+8.5%加碼–
iShares Tr464287150CORE S&P TTL STK36,303$468.5 萬0.4%−1,192−3.2%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF180,302$467.9 萬0.4%−165,901−47.9%減碼依 3 比 1 拆股換算–
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS184,713$463.7 萬0.4%−177,675−49.0%減碼–
MOAltria Group, Inc.Stock84,826$441.8 萬0.4%+18,448+27.8%加碼歷史
iShares Core High Dividend ETF46429B663ETF38,891$434.1 萬0.4%+245+0.6%加碼–
VZVerizon Communications IncStock107,976$427.6 萬0.4%+1,965+1.9%加碼歷史
BRK.BBerkshire Hathaway IncStock9,045$409.0 萬0.4%−613−6.3%減碼歷史
WMTWalmart Inc.Stock41,550$376.3 萬0.3%+1,473+3.7%加碼歷史
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT106,344$373.5 萬0.3%+106,344新進–
iShares Tr464287721U.S. TECH ETF22,472$361.8 萬0.3%−2,115−8.6%減碼–
MMM3M CoStock27,052$349.3 萬0.3%+1,260+4.9%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN177,814$348.0 萬0.3%−113,417−38.9%減碼歷史
MAMastercard IncStock6,480$340.6 萬0.3%−3,185−33.0%減碼歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT90,916$340.1 萬0.3%−86,300−48.7%減碼–
Vanguard Information Technology ETF92204A702ETF5,393$338.5 萬0.3%+2,026+60.2%加碼–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF133,848$336.5 萬0.3%+133,376+28,257.6%加碼–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT88,521$332.3 萬0.3%−7,371−7.7%減碼–
NFLXNetflix IncStock3,620$326.0 萬0.3%−86−2.3%減碼歷史
Tidal Tr II88636J444YIELDMAX TSLA OP219,734$323.7 萬0.3%+14,394+7.0%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT91,283$322.1 萬0.3%−4,512−4.7%減碼–
PEPPepsiCo IncStock20,191$306.3 萬0.3%+102+0.5%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT80,303$300.6 萬0.3%−537−0.7%減碼–
MCDMcDonalds CorpStock10,227$296.2 萬0.3%+696+7.3%加碼歷史
VLOValero Energy CorpStock24,598$294.2 萬0.3%−183−0.7%減碼歷史
NOWServiceNow, Inc.Stock2,742$292.8 萬0.3%−282−9.3%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF109,104$291.6 萬0.3%−2,162−1.9%減碼–
IBMInternational Business Machines CorpStock12,921$284.6 萬0.3%+1,873+17.0%加碼歷史
TAT&T Inc.Stock125,601$284.0 萬0.3%−29,725−19.1%減碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF14,562$271.9 萬0.2%+34+0.2%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF11,099$260.2 萬0.2%−1,802−14.0%減碼–
PMPhilip Morris International Inc.Stock21,656$259.9 萬0.2%+16,606+328.8%加碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM107,220$258.1 萬0.2%−11,565−9.7%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,024$256.5 萬0.2%−33−0.5%減碼歷史
iShares Tr46435G524INTL DIV GRWTH37,714$255.6 萬0.2%+2,546+7.2%加碼–
Innovator ETFs Trust45782C474US SML CP PWR B68,301$255.1 萬0.2%+3,889+6.0%加碼–
KMIKinder Morgan, Inc.Stock92,922$254.2 萬0.2%+2,362+2.6%加碼歷史
Fidelity MSCI Energy Index ETF316092402ETF107,370$253.0 萬0.2%+17,029+18.8%加碼–
Fidelity Covington Trust316092543EMERG MKTS MLTFT99,250$251.7 萬0.2%+16,103+19.4%加碼–
INTCIntel CorpStock126,828$251.4 萬0.2%+1,695+1.4%加碼歷史
MPCMarathon Petroleum CorpStock18,406$249.6 萬0.2%−119−0.6%減碼歷史
DELLDell Technologies Inc.Stock21,630$248.4 萬0.2%+80.0%加碼歷史
HDHome Depot, Inc.Stock6,329$246.5 萬0.2%+172+2.8%加碼歷史
First Tr Exchng Traded FD VI33740U711FT VEST U.S EQT69,148$243.2 萬0.2%+51,391+289.4%加碼–
SBUXStarbucks CorpStock26,309$238.3 萬0.2%+929+3.7%加碼歷史
CSCOCisco Systems, Inc.Stock40,056$237.1 萬0.2%+724+1.8%加碼歷史
AMDAdvanced Micro Devices IncStock19,054$233.3 萬0.2%−277−1.4%減碼歷史
BXBlackstone Inc.COM13,485$232.0 萬0.2%+6,575+95.2%加碼歷史
ANETArista Networks, Inc.Stock20,650$230.1 萬0.2%+17,894+649.3%加碼依 4 比 1 拆股換算歷史
QCOMQualcomm IncStock14,776$228.4 萬0.2%−139−0.9%減碼歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT61,406$221.4 萬0.2%−90−0.1%減碼–

2024 年第 3 季之後清倉(151 檔)

2024 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 151 檔。

Sunbelt Securities, Inc. 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
iShares Tr464288786U.S. INSRNCE ETF4,020$51.9 萬0.1%–
iShares Tr464289123NEW ZEALAND ETF9,325$46.1 萬<0.1%–
iShares Tr46434VBG4IBONDS DEC24 ETF13,532$34.1 萬<0.1%–
iShares Tr46435U184IBONDS 24 TRM HG13,625$31.7 萬<0.1%–
iShares Tr464287382JPX NIKKEI 4003,632$27.8 萬<0.1%–
CPSCooper-Standard Holdings Inc.COM19,300$26.8 萬<0.1%歷史
iShares Inc464286608MSCI EURZONE ETF4,932$25.8 萬<0.1%–
iShares Inc46434G848MSCI GBL ETF NEW5,219$22.6 萬<0.1%–
iShares Inc464286780MSCI STH AFR ETF4,356$22.0 萬<0.1%–
Invesco Exchange Traded FD T46137V886DWA STAPLES1,875$19.1 萬<0.1%–
iShares Inc464286715MSCI TURKEY ETF5,118$18.6 萬<0.1%–
iShares Tr46434V423MSCI SAUDI ARBIA4,319$18.4 萬<0.1%–
iShares Tr46429B416MSCI UK SM ETF4,540$17.9 萬<0.1%–
Schwab U.S. Broad Market ETF808524102ETF1,942$12.9 萬<0.1%–
ECEcopetrol S.A.SPONSORED ADS11,493$10.3 萬<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock854$9.22 萬<0.1%歷史
MSMMSC Industrial Direct Co IncCL A962$8.28 萬<0.1%歷史
ProShares Tr74347R206PSHS ULTRA QQQ810$8.16 萬<0.1%–
NXTNextpower Inc.Stock2,162$8.10 萬<0.1%歷史
DHILDiamond Hill Investment Group IncCOM NEW500$8.08 萬<0.1%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS2,750$7.06 萬<0.1%歷史
LYFTLyft, Inc.CL A COM5,500$7.01 萬<0.1%歷史
CHKPCheck Point Software Technologies LtdORD323$6.23 萬<0.1%歷史
SBLKStar Bulk Carriers Corp.SHS PAR2,400$5.69 萬<0.1%歷史
TENTsakos Energy Navigation LtdSHS2,100$5.27 萬<0.1%歷史
INSWInternational Seaways, Inc.COM1,000$5.16 萬<0.1%歷史
DHTDHT Holdings, Inc.SHS NEW4,500$4.96 萬<0.1%歷史
RTORentokil Initial PLCSPONSORED ADR1,737$4.33 萬<0.1%歷史
Pacer FDS Tr69374H766INDUSTRIAL RELET1,000$4.33 萬<0.1%–
LPLLG Display Co., Ltd.SPONS ADR REP8,240$3.34 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock140$3.32 萬<0.1%歷史
Equity Commonwealth 6.5 Cum Conv PFD D294628201COM1,174$2.96 萬<0.1%–
SPDR Series Trust78464A672ST INTER ETF950$2.76 萬<0.1%–
Listed FDS Tr53656G498ROUN MA SEVE ETF395$1.88 萬<0.1%–
IVZInvesco Ltd.Stock1,041$1.83 萬<0.1%歷史
MROMarathon Oil CorpCOM647$1.72 萬<0.1%歷史
EQNREquinor ASASPONSORED ADR534$1.35 萬<0.1%歷史
FMSFresenius Medical Care AGSPONSORED ADR628$1.34 萬<0.1%歷史
iShares Tr46438G836LIFEPATH TGT2025434$1.30 萬<0.1%–
BXMXNuveen S&P 500 BuyWrite Income FundCOM832$1.14 萬<0.1%歷史
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR112$1.04 萬<0.1%–
LECOLincoln Electric Holdings IncCOM51$9,793<0.1%歷史
ProShares Tr74347R842PSHS ULTRUSS2000224$9,616<0.1%–
UWMCUWM Holdings CorpCOM CL A1,011$8,612<0.1%歷史
NTGTortoise Midstream Energy Fund, Inc.COM163$7,742<0.1%歷史
HIGHartford Insurance Group, Inc.Stock63$7,409<0.1%歷史
KCKingsoft Cloud Holdings LtdADS2,350$6,909<0.1%歷史
JLLJones Lang Lasalle IncCOM24$6,475<0.1%歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3198$6,283<0.1%歷史
HSICHenry Schein IncCOM86$6,269<0.1%歷史
PPGPPG Industries IncStock46$6,093<0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR155$5,670<0.1%歷史
CTLTCatalent, Inc.COM92$5,572<0.1%歷史
ICUIIcu Medical IncCOM30$5,467<0.1%歷史
Series Portfolios Tr81752T486PANAGRAM AAA200$5,115<0.1%–
First Tr Exchng Traded FD VI33740F219FT VEST NASD 100250$5,112<0.1%–
NFGNational Fuel Gas CoStock84$5,091<0.1%歷史
MASIMasimo CorpCOM38$5,067<0.1%歷史
RYANRyan Specialty Holdings, Inc.CL A74$4,913<0.1%歷史
PODDInsulet CorpStock21$4,888<0.1%歷史
SWSmurfit Westrock plcStock96$4,744<0.1%歷史
iShares Tr46436E874IBONDS 24 TRM TS194$4,656<0.1%–
CBSHCommerce Bancshares IncStock75$4,455<0.1%歷史
Indexiq ETF Tr45409B628US RL EST SMCP200$4,432<0.1%–
SNVSynovus Financial CorpCOM NEW97$4,314<0.1%歷史
Microsectors Fang Plus Index 3X063679534ETP10$4,096<0.1%–
AXTAAxalta Coating Systems Ltd.COM110$3,981<0.1%歷史
PHMPultegroup IncCOM27$3,875<0.1%歷史
LKQLKQ CorpCOM97$3,872<0.1%歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS212$3,820<0.1%歷史
FLNGFlex LNG Ltd.SHS150$3,816<0.1%歷史
NINisource Inc.COM110$3,812<0.1%歷史
CALMCal-Maine Foods IncCOM NEW49$3,690<0.1%歷史
PKPark Hotels & Resorts Inc.COM250$3,525<0.1%歷史
PSQHPSQ Holdings, Inc.CL A1,350$3,321<0.1%歷史
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD120$3,308<0.1%–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT81$3,290<0.1%–
OSPNOneSpan Inc.COM195$3,251<0.1%歷史
IRDMIridium Communications Inc.COM103$3,136<0.1%歷史
CINFCincinnati Financial CorpCOM22$2,995<0.1%歷史
Global X FDS37954Y376RATE PREFERRED123$2,958<0.1%–
RMDResmed IncCOM11$2,685<0.1%歷史
Invesco Exchange Traded FD T46137V118GBL LISTED PVT39$2,661<0.1%–
ITTItt Inc.COM17$2,542<0.1%歷史
Exscientia PLC30223G102ADS520$2,538<0.1%–
EXPDExpeditors International of Washington IncCOM19$2,497<0.1%歷史
UNMUnum GroupStock42$2,496<0.1%歷史
JHGJanus Henderson Group Ltd.ORD SHS65$2,475<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS117$2,400<0.1%歷史
PRIPrimerica, Inc.Stock9$2,386<0.1%歷史
APLEApple Hospitality REIT, Inc.REIT160$2,376<0.1%歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF36$2,359<0.1%–
MIDDMIDDLEBY CorpCOM16$2,226<0.1%歷史
DRIDarden Restaurants IncCOM13$2,134<0.1%歷史
HHHHoward Hughes Holdings Inc.COM27$2,091<0.1%歷史
GAPGap IncCOM91$2,007<0.1%歷史
Lithium Americas Argentina Cor Com Shs53681K100Stock600$1,956<0.1%–
GTLBGitlab Inc.CLASS A COM37$1,907<0.1%歷史
SYFSynchrony FinancialCOM38$1,895<0.1%歷史
MMSMaximus, Inc.COM20$1,863<0.1%歷史