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Livermore
Livermore
中文EN

Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/4/24 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
1,794
較 2024 年第 4 季 −17
總值
$11.2 億
較 2024 年第 4 季 −$1,515 萬 (−1.3%)
申報日
2025/4/24
SEC
Sunbelt Securities, Inc. 在 2025 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
XOMExxonMobil Holdings CorpCOM1,272,829$1.51 億13.5%+467,951+58.1%加碼歷史
NVDANVIDIA CorpStock343,653$3,725 萬3.3%−7,183−2.0%減碼歷史
MSFTMicrosoft CorpStock69,393$2,605 萬2.3%−1,016−1.4%減碼歷史
AAPLApple Inc.Stock116,909$2,597 萬2.3%−1,392−1.2%減碼歷史
IAUiShares Gold TrustETF373,552$2,202 萬2.0%+121,290+48.1%加碼歷史
AMZNAmazon Com IncStock88,937$1,692 萬1.5%−2,386−2.6%減碼歷史
iShares S&P 500 Growth ETF464287309ETF178,389$1,656 萬1.5%−2,437−1.3%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF658,943$1,650 萬1.5%−12,634−1.9%減碼–
iShares Core S&P 500 ETF464287200ETF28,599$1,607 萬1.4%−7,939−21.7%減碼–
Schwab US Dividend Equity ETF808524797ETF496,545$1,388 萬1.2%+68,142+15.9%加碼–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD415,671$1,304 萬1.2%−6,073−1.4%減碼–
Invesco QQQ Trust Series I46090E103ETF27,568$1,293 萬1.2%+2,021+7.9%加碼–
Ea Series Trust02072L565ALPHA ARCH 1-3111,150$1,239 萬1.1%+52,150+88.4%加碼–
AVGOBroadcom Inc.Stock68,126$1,141 萬1.0%−4,890−6.7%減碼歷史
PGProcter & Gamble CoStock65,213$1,111 萬1.0%−3,184−4.7%減碼歷史
Innovator ETFs Trust45783Y723POWER BUFFER SET319,872$1,005 萬0.9%+58,564+22.4%加碼–
TSLATesla, Inc.Stock35,886$930.0 萬0.8%+668+1.9%加碼歷史
SPYSPDR S&P 500 ETF TrustETF15,483$866.1 萬0.8%+1,609+11.6%加碼歷史
Innovator ETFs Trust45783Y731BUFF STEP UP ETF265,872$860.0 萬0.8%+38,300+16.8%加碼–
ABBVAbbVie Inc.Stock40,482$848.2 萬0.8%−6,013−12.9%減碼歷史
iShares S&P 500 Value ETF464287408ETF43,540$829.8 萬0.7%−4,216−8.8%減碼–
METAMeta Platforms, Inc.Stock13,631$785.6 萬0.7%−587−4.1%減碼歷史
VVisa Inc.Stock22,400$785.0 萬0.7%−654−2.8%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT233,147$778.7 萬0.7%−7,782−3.2%減碼–
EPDEnterprise Products Partners L.P.Stock220,031$751.2 萬0.7%+7,083+3.3%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF96,674$731.3 萬0.7%+742+0.8%加碼–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR263,132$718.4 萬0.6%+27,360+11.6%加碼–
MRKMerck & Co., Inc.Stock79,410$712.8 萬0.6%+647+0.8%加碼歷史
JNJJohnson & JohnsonStock41,453$687.5 萬0.6%−14,613−26.1%減碼歷史
GOOGLAlphabet Inc.Stock44,103$682.0 萬0.6%−5,264−10.7%減碼歷史
COSTCostco Wholesale CorpStock7,110$672.5 萬0.6%+153+2.2%加碼歷史
PLTRPalantir Technologies Inc.Stock77,327$652.6 萬0.6%+14,376+22.8%加碼歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF101,624$652.0 萬0.6%+1,769+1.8%加碼–
Schwab U.S. Small-Cap ETF808524607ETF278,217$651.9 萬0.6%−6,116−2.2%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF243,972$639.2 萬0.6%−3,125−1.3%減碼–
JPMJPMorgan Chase & CoStock25,566$627.1 萬0.6%−3,783−12.9%減碼歷史
KOCoca Cola CoStock86,951$622.7 萬0.6%−63−0.1%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF51,933$543.1 萬0.5%−1,276−2.4%減碼–
iShares Core High Dividend ETF46429B663ETF44,668$541.0 萬0.5%+5,777+14.9%加碼–
GOOGAlphabet Inc.Stock34,154$533.6 萬0.5%−1,327−3.7%減碼歷史
SPDR Series Trust78464A763ST STR SP DIV39,285$533.0 萬0.5%+939+2.4%加碼–
Innov Prem Inc 30 Barr - Jan45783Y376ETP212,553$519.7 萬0.5%−13,813−6.1%減碼–
iShares Core S&P US Value ETF464287663ETF55,277$510.2 萬0.5%+3,439+6.6%加碼–
iShares Core Dividend Growth ETF46434V621ETF80,970$500.2 萬0.4%−544−0.7%減碼–
BRK.BBerkshire Hathaway IncStock9,300$495.3 萬0.4%+255+2.8%加碼歷史
Capital Group Core Balanced14021D107SHS156,458$484.7 萬0.4%−461−0.3%減碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF58,126$484.1 萬0.4%+1,118+2.0%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF177,010$470.5 萬0.4%−3,292−1.8%減碼–
MOAltria Group, Inc.Stock76,030$456.3 萬0.4%−8,796−10.4%減碼歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF34,781$433.0 萬0.4%−1,239−3.4%減碼–
iShares Inc464286681MSCI EQUAL WEITE45,083$421.9 萬0.4%−8,420−15.7%減碼–
CVXChevron CorpStock24,991$418.1 萬0.4%−10,646−29.9%減碼歷史
WMTWalmart Inc.Stock47,459$416.6 萬0.4%+5,909+14.2%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL71,000$360.0 萬0.3%+71,000新進–
Tidal ETF Tr88634T774II YIELDMAX NVDA230,839$355.0 萬0.3%−22,535−8.9%減碼–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF133,017$352.1 萬0.3%−831−0.6%減碼–
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT102,144$350.7 萬0.3%−4,200−3.9%減碼–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT94,105$350.1 萬0.3%+5,584+6.3%加碼–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT93,608$344.2 萬0.3%+2,692+3.0%加碼–
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS144,544$339.8 萬0.3%−40,169−21.7%減碼–
MAMastercard IncStock6,179$338.7 萬0.3%−301−4.6%減碼歷史
NFLXNetflix IncStock3,629$338.4 萬0.3%+9+0.2%加碼歷史
PMPhilip Morris International Inc.Stock21,081$334.6 萬0.3%−575−2.7%減碼歷史
VZVerizon Communications IncStock72,899$330.7 萬0.3%−35,077−32.5%減碼歷史
Vanguard Information Technology ETF92204A702ETF6,021$326.6 萬0.3%+628+11.6%加碼–
ETEnergy Transfer LPCOM UT LTD PTN172,952$321.5 萬0.3%−4,862−2.7%減碼歷史
IBMInternational Business Machines CorpStock12,894$320.6 萬0.3%−27−0.2%減碼歷史
iShares Tr464287721U.S. TECH ETF22,763$319.7 萬0.3%+291+1.3%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT88,555$315.6 萬0.3%−2,728−3.0%減碼–
iShares Tr464287150CORE S&P TTL STK25,528$311.5 萬0.3%−10,775−29.7%減碼–
MMM3M CoStock20,675$303.6 萬0.3%−6,377−23.6%減碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT44,406$302.3 萬0.3%−38,307−46.3%減碼–
Schwab Emerging Markets Equity ETF808524706ETF108,463$299.0 萬0.3%−641−0.6%減碼–
MCDMcDonalds CorpStock8,632$269.6 萬0.2%−1,595−15.6%減碼歷史
iShares Tr46435G524INTL DIV GRWTH36,771$266.4 萬0.2%−943−2.5%減碼–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,342$266.3 萬0.2%+318+5.3%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT76,667$262.6 萬0.2%−3,636−4.5%減碼–
Fidelity Covington Trust316092543EMERG MKTS MLTFT100,951$257.9 萬0.2%+1,701+1.7%加碼–
PEPPepsiCo IncStock17,060$255.8 萬0.2%−3,131−15.5%減碼歷史
SBUXStarbucks CorpStock25,933$254.4 萬0.2%−376−1.4%減碼歷史
VLOValero Energy CorpStock19,196$253.5 萬0.2%−5,402−22.0%減碼歷史
EOSEaton Vance Enhanced Equity Income Fund IICOM116,734$246.3 萬0.2%+9,514+8.9%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B68,207$243.8 萬0.2%−94−0.1%減碼–
First Tr Exchng Traded FD VI33740U711FT VEST U.S EQT69,148$238.8 萬0.2%00.0%不變–
CSCOCisco Systems, Inc.Stock38,307$236.4 萬0.2%−1,749−4.4%減碼歷史
HDHome Depot, Inc.Stock6,321$231.7 萬0.2%−8−0.1%減碼歷史
NOWServiceNow, Inc.Stock2,897$230.6 萬0.2%+155+5.7%加碼歷史
KMIKinder Morgan, Inc.Stock80,505$229.7 萬0.2%−12,417−13.4%減碼歷史
MPTMedical Properties Trust IncCOM374,192$225.6 萬0.2%−34,802−8.5%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF10,908$225.2 萬0.2%−191−1.7%減碼–
iShares Tr464288760US AER DEF ETF14,536$222.6 萬0.2%−493−3.3%減碼–
MPCMarathon Petroleum CorpStock14,578$212.4 萬0.2%−3,828−20.8%減碼歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT60,381$212.4 萬0.2%−1,025−1.7%減碼–
Fidelity MSCI Information Technology Index ETF316092808ETF13,086$211.0 萬0.2%−1,476−10.1%減碼–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT58,483$210.2 萬0.2%−925−1.6%減碼–
AMGNAmgen IncStock6,590$205.3 萬0.2%−133−2.0%減碼歷史
BXBlackstone Inc.COM14,535$203.2 萬0.2%+1,050+7.8%加碼歷史
Fidelity MSCI Energy Index ETF316092402ETF78,422$200.4 萬0.2%−28,948−27.0%減碼–
First Tr Exchng Traded FD VI33740F623FT VEST US EQT44,885$199.1 萬0.2%+3,325+8.0%加碼–
iShares Tr464287796U.S. ENERGY ETF40,242$198.4 萬0.2%+974+2.5%加碼–

2024 年第 4 季之後清倉（135 檔）

2024 年第 4 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 135 檔。

Sunbelt Securities, Inc. 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
NOVASunnova Energy International Inc.COM354,000$121.1 萬0.1%歷史
Innovator ETFs Trust45782C409US EQTY BUFR JAN18,865$90.4 萬0.1%–
Innov Prem Inc 10 Barr - Jan45783Y392ETP23,591$59.3 萬0.1%–
EPREpr PropertiesCOM SH BEN INT8,000$35.4 萬<0.1%歷史
Innovator ETFs Trust45782C391US EQTY BUFR MAR6,250$28.9 萬<0.1%–
Innovator ETFs Trust45782C664US EQTY BUF SEP5,995$25.8 萬<0.1%–
iShares Tr464288836U.S. PHARMA ETF3,702$24.2 萬<0.1%–
Innovator ETFs Tr45783Y764US EQTY ACC ETF7,820$22.3 萬<0.1%–
NXSTNexstar Media Group, Inc.COMMON STOCK1,153$18.1 萬<0.1%歷史
NADNuveen Quality Municipal Income FundCOM14,638$16.9 萬<0.1%歷史
NWNNorthwest Natural Holding CoCOM4,223$16.6 萬<0.1%歷史
OBDEBlue Owl Capital Corp IIICOM SHS10,340$15.8 萬<0.1%歷史
MANHManhattan Associates IncStock568$15.4 萬<0.1%歷史
PFGCPerformance Food Group CoCOM1,378$11.6 萬<0.1%歷史
TFPMTriple Flag Precious Metals Corp.Stock7,681$11.5 萬<0.1%歷史
American Centy ETF Tr025072349US LARGE CAP VLU1,435$9.57 萬<0.1%–
iShares Inc464286285JP MRGN EM HI BD2,408$9.16 萬<0.1%–
iShares Tr464288885EAFE GRWTH ETF924$8.96 萬<0.1%–
J P Morgan Exchange Traded F46641Q779US MOMENTUM1,524$8.92 萬<0.1%–
iShares Tr464288307MRGSTR MD CP GRW1,098$8.31 萬<0.1%–
Pacer FDS Tr69374H709GLOBL CASH ETF2,400$8.06 萬<0.1%–
IESCIES Holdings, Inc.COM395$8.03 萬<0.1%歷史
Innovator ETFs Tr45783Y202US EQUITY2,220$7.89 萬<0.1%–
AMCRAmcor plcORD8,000$7.47 萬<0.1%歷史
Innovator ETFs Trust45783Y111EQUI DEFI 1 AUG2,950$7.35 萬<0.1%–
BIIBBiogen Inc.COM477$7.16 萬<0.1%歷史
EMBJEmbraer S.A.ADR1,811$6.59 萬<0.1%歷史
CNPCenterpoint Energy IncCOM2,002$6.37 萬<0.1%歷史
SRTAStrata Critical Medical, Inc.CL A COM13,271$5.81 萬<0.1%歷史
Dimensional U.S. Targeted Value ETF25434V609ETF1,036$5.75 萬<0.1%–
PPLPPL CorpCOM1,700$5.51 萬<0.1%歷史
First Tr Exchange-Traded Alp33735K108COM SHS370$5.14 萬<0.1%–
John Hancock Exchange Traded47804J107MLTFCTR LRG CAP720$5.03 萬<0.1%–
SAPSAP SEADR151$3.76 萬<0.1%歷史
iShares Tr46435G409MSCI INTL VLU FT1,315$3.57 萬<0.1%–
RNGRingCentral, Inc.CL A1,000$3.55 萬<0.1%歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG1,217$3.39 萬<0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF770$3.38 萬<0.1%–
Invesco Exch Traded FD Tr II46138E396S&P 500 CONC ETF653$3.20 萬<0.1%–
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH271$3.16 萬<0.1%–
CPRTCopart IncCOM530$3.08 萬<0.1%歷史
ACHRArcher Aviation Inc.Stock2,729$2.75 萬<0.1%歷史
VOYAVoya Financial, Inc.COM400$2.74 萬<0.1%歷史
AGMFederal Agricultural Mortgage CorpCL C134$2.63 萬<0.1%歷史
ADUSAddus HomeCare CorpCOM196$2.48 萬<0.1%歷史
Prospect Cap Corp74348TAT9NOTE 6.375% 3/025,000$2.48 萬<0.1%–
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX233$2.46 萬<0.1%–
TREXTrex Co IncCOM332$2.30 萬<0.1%歷史
iShares Inc464286178US INTL HGH YLD512$2.26 萬<0.1%–
CHDNChurchill Downs IncCOM166$2.23 萬<0.1%歷史
ENLCEnLink Midstream, LLCCOM UNIT REP LTD1,536$2.18 萬<0.1%歷史
iShares Tr46429B291A RATE CP BD ETF465$2.18 萬<0.1%–
Vanguard Star FDS921909768VG TL INTL STK F360$2.12 萬<0.1%–
FERGFerguson Enterprises Inc.COMMON STOCK NEW121$2.10 萬<0.1%歷史
WisdomTree Tr97717W869EUROPE SMCP DV360$2.04 萬<0.1%–
NUVNuveen Municipal Value Fund IncCOM2,280$1.95 萬<0.1%歷史
TKRTimken CoCOM262$1.86 萬<0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM525$1.76 萬<0.1%–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT1,400$1.70 萬<0.1%歷史
NFJVirtus Dividend, Interest & Premium Strategy FundCOM1,200$1.52 萬<0.1%歷史
iShares Tr464288737GLB CNSM STP ETF236$1.42 萬<0.1%–
BOILProShares Trust IIETF227$1.36 萬<0.1%歷史
ELVElevance Health, Inc.Stock36$1.33 萬<0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C175$1.31 萬<0.1%歷史
iShares Tr46434V449MSCI INTL MOMENT329$1.23 萬<0.1%–
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY186$1.23 萬<0.1%–
Innov Prem Inc 40 Barr-July45783Y558ETP482$1.21 萬<0.1%–
Innovator ETFs Trust45782C383US EQTY PWR BUF300$1.21 萬<0.1%–
First Tr Exchng Traded FD VI33740U554FT VEST US EQUTY338$1.01 萬<0.1%–
BECNQxo Building Products, Inc.COM100$9,954<0.1%歷史
ARRArmour Residential REIT, Inc.COM SHS525$9,759<0.1%歷史
FASTFastenal CoStock127$9,110<0.1%歷史
DGXQuest Diagnostics IncCOM57$8,605<0.1%歷史
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF220$8,263<0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF274$8,182<0.1%–
iShares Tr464288562RESIDENTIAL MULT100$8,011<0.1%–
CTMCastellum, Inc.COM NEW3,000$7,740<0.1%歷史
AIGAmerican International Group, Inc.Stock105$7,618<0.1%歷史
First Tr Exchange-Traded Alp33734K109COM SHS69$7,255<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF155$6,254<0.1%–
GNKGenco Shipping & Trading LtdSHS443$6,127<0.1%歷史
First Tr Exchange-Traded FD33734X119CONSUMR STAPLE95$6,051<0.1%–
First Tr Exchange-Traded FD33738D804LTD DUR INVT ETF317$5,982<0.1%–
Invesco Exchange Traded FD T46137V381S&P500 EQL DIS111$5,927<0.1%–
ANSSAnsys IncCOM16$5,407<0.1%歷史
NMAINuveen Multi-Asset Income FundCOM345$4,171<0.1%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL53$3,702<0.1%–
ASANAsana, Inc.CL A167$3,445<0.1%歷史
Schwab Strategic Tr8085246985 10YR CORP BD134$2,964<0.1%–
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN60$2,732<0.1%–
iShares Tr46429B614MSCI INDIA SM CP34$2,573<0.1%–
Vanguard BD Index FDS921937793LONG TERM BOND37$2,558<0.1%–
Flexshares Tr33939L407MORNSTAR UPSTR69$2,502<0.1%–
FFIVF5, Inc.Stock9$2,272<0.1%歷史
BNKKBonk, Inc.COM NEW3,000$2,250<0.1%歷史
BAXBaxter International IncStock72$2,061<0.1%歷史
PRLBProto Labs IncCOM50$1,963<0.1%歷史
SUSuncor Energy IncStock50$1,764<0.1%歷史
Vanguard Total World Stock ETF922042742ETF14$1,702<0.1%–
iShares Inc464286624MSCI THAILND ETF28$1,700<0.1%–