跳到主要內容
Livermore
Livermore
中文EN

Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
1,805
較 2025 年第 1 季 +11
總值
$11.3 億
較 2025 年第 1 季 +$1,170 萬 (+1.0%)
申報日
2025/8/14
SEC
Sunbelt Securities, Inc. 在 2025 年第 2 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$8,658 萬7.7%−467,951−36.8%減碼歷史
NVDANVIDIA CorpStock350,836$4,711 萬4.2%+7,183+2.1%加碼歷史
MSFTMicrosoft CorpStock70,389$2,967 萬2.6%+996+1.4%加碼歷史
AAPLApple Inc.Stock118,301$2,962 萬2.6%+1,392+1.2%加碼歷史
iShares Core S&P 500 ETF464287200ETF36,544$2,151 萬1.9%+7,945+27.8%加碼–
AMZNAmazon Com IncStock91,423$2,006 萬1.8%+2,486+2.8%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF671,209$1,871 萬1.7%+12,266+1.9%加碼–
iShares S&P 500 Growth ETF464287309ETF180,858$1,836 萬1.6%+2,469+1.4%加碼–
AVGOBroadcom Inc.Stock73,022$1,693 萬1.5%+4,896+7.2%加碼歷史
TSLATesla, Inc.Stock35,218$1,422 萬1.3%−668−1.9%減碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD421,744$1,325 萬1.2%+6,073+1.5%加碼–
Invesco QQQ Trust Series I46090E103ETF25,548$1,306 萬1.2%−2,020−7.3%減碼–
IAUiShares Gold TrustETF252,262$1,249 萬1.1%−121,290−32.5%減碼歷史
Schwab US Dividend Equity ETF808524797ETF428,343$1,170 萬1.0%−68,202−13.7%減碼–
PGProcter & Gamble CoStock68,397$1,147 萬1.0%+3,184+4.9%加碼歷史
GOOGLAlphabet Inc.Stock49,167$930.7 萬0.8%+5,064+11.5%加碼歷史
iShares S&P 500 Value ETF464287408ETF47,755$911.6 萬0.8%+4,215+9.7%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT240,929$842.5 萬0.7%+7,782+3.3%加碼–
Innovator ETFs Trust45783Y723POWER BUFFER SET262,358$840.3 萬0.7%−57,514−18.0%減碼–
METAMeta Platforms, Inc.Stock14,218$832.5 萬0.7%+587+4.3%加碼歷史
ABBVAbbVie Inc.Stock46,495$826.2 萬0.7%+6,013+14.9%加碼歷史
SPYSPDR S&P 500 ETF TrustETF13,874$813.2 萬0.7%−1,609−10.4%減碼歷史
JNJJohnson & JohnsonStock56,021$810.2 萬0.7%+14,568+35.1%加碼歷史
MRKMerck & Co., Inc.Stock78,752$783.4 萬0.7%−658−0.8%減碼歷史
Innovator ETFs Trust45783Y731BUFF STEP UP ETF227,572$755.8 萬0.7%−38,300−14.4%減碼–
Schwab U.S. Small-Cap ETF808524607ETF284,197$734.9 萬0.6%+5,980+2.1%加碼–
VVisa Inc.Stock22,875$722.9 萬0.6%+475+2.1%加碼歷史
JPMJPMorgan Chase & CoStock29,349$703.5 萬0.6%+3,783+14.8%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF246,968$684.3 萬0.6%+2,996+1.2%加碼–
GOOGAlphabet Inc.Stock35,481$675.7 萬0.6%+1,327+3.9%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF95,932$674.2 萬0.6%−742−0.8%減碼–
EPDEnterprise Products Partners L.P.Stock212,948$667.8 萬0.6%−7,083−3.2%減碼歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF99,855$653.3 萬0.6%−1,769−1.7%減碼–
Ea Series Trust02072L565ALPHA ARCH 1-359,000$650.7 萬0.6%−52,150−46.9%減碼–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR237,062$646.7 萬0.6%−26,070−9.9%減碼–
COSTCostco Wholesale CorpStock6,957$637.5 萬0.6%−153−2.2%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF55,208$636.1 萬0.6%+3,275+6.3%加碼–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT82,713$629.1 萬0.6%+38,307+86.3%加碼–
Tidal ETF Tr88634T774II YIELDMAX NVDA253,374$591.6 萬0.5%+22,535+9.8%加碼–
Innov Prem Inc 30 Barr - Jan45783Y376ETP226,366$558.2 萬0.5%+13,813+6.5%加碼–
KOCoca Cola CoStock87,014$541.8 萬0.5%+63+0.1%加碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF57,063$518.9 萬0.5%−1,063−1.8%減碼–
CVXChevron CorpStock35,637$516.2 萬0.5%+10,646+42.6%加碼歷史
iShares Inc464286681MSCI EQUAL WEITE53,503$510.2 萬0.5%+8,420+18.7%加碼–
SPDR Series Trust78464A763ST STR SP DIV38,346$506.5 萬0.4%−939−2.4%減碼–
iShares Core Dividend Growth ETF46434V621ETF81,514$500.0 萬0.4%+544+0.7%加碼–
Capital Group Core Balanced14021D107SHS156,919$490.7 萬0.4%+461+0.3%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF36,057$488.1 萬0.4%+1,276+3.7%加碼–
iShares Core S&P US Value ETF464287663ETF52,703$488.0 萬0.4%−2,574−4.7%減碼–
PLTRPalantir Technologies Inc.Stock62,951$476.1 萬0.4%−14,376−18.6%減碼歷史
iShares Tr464287150CORE S&P TTL STK36,303$466.9 萬0.4%+10,775+42.2%加碼–
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS186,113$466.8 萬0.4%+41,569+28.8%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF178,205$464.6 萬0.4%+1,195+0.7%加碼–
MOAltria Group, Inc.Stock84,826$443.6 萬0.4%+8,796+11.6%加碼歷史
iShares Core High Dividend ETF46429B663ETF38,891$436.6 萬0.4%−5,777−12.9%減碼–
VZVerizon Communications IncStock107,976$431.8 萬0.4%+35,077+48.1%加碼歷史
BRK.BBerkshire Hathaway IncStock9,045$410.0 萬0.4%−255−2.7%減碼歷史
WMTWalmart Inc.Stock41,550$375.4 萬0.3%−5,909−12.5%減碼歷史
First Tr Exchng Traded FD VI33740U695FT VEST U.S EQT106,344$372.1 萬0.3%+4,200+4.1%加碼–
iShares Tr464287721U.S. TECH ETF22,472$358.5 萬0.3%−291−1.3%減碼–
MMM3M CoStock27,052$349.2 萬0.3%+6,377+30.8%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN177,814$348.3 萬0.3%+4,862+2.8%加碼歷史
MAMastercard IncStock6,466$340.5 萬0.3%+287+4.6%加碼歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT90,916$339.6 萬0.3%−2,692−2.9%減碼–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF133,848$338.8 萬0.3%+831+0.6%加碼–
Vanguard Information Technology ETF92204A702ETF5,444$338.5 萬0.3%−577−9.6%減碼–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT88,521$331.6 萬0.3%−5,584−5.9%減碼–
NFLXNetflix IncStock3,620$322.7 萬0.3%−9−0.2%減碼歷史
Capital Group Dividend Value14020W106SHS CREAT UNIT91,283$321.9 萬0.3%+2,728+3.1%加碼–
Tidal Tr II88636J444YIELDMAX TSLA OP219,773$313.6 萬0.3%+2,526+1.2%加碼–
PEPPepsiCo IncStock20,191$307.0 萬0.3%+3,131+18.4%加碼歷史
VLOValero Energy CorpStock24,598$301.5 萬0.3%+5,402+28.1%加碼歷史
Capital Group Growth ETF14020G101SHS CREAT UNIT80,303$298.5 萬0.3%+3,636+4.7%加碼–
MCDMcDonalds CorpStock10,227$296.5 萬0.3%+1,595+18.5%加碼歷史
NOWServiceNow, Inc.Stock2,742$290.7 萬0.3%−155−5.4%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF108,597$289.2 萬0.3%+134+0.1%加碼–
TAT&T Inc.Stock125,601$286.0 萬0.3%+60,610+93.3%加碼歷史
IBMInternational Business Machines CorpStock12,921$284.0 萬0.3%+27+0.2%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF14,562$269.2 萬0.2%+1,476+11.3%加碼–
PMPhilip Morris International Inc.Stock21,656$260.6 萬0.2%+575+2.7%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF11,099$258.1 萬0.2%+191+1.8%加碼–
EOSEaton Vance Enhanced Equity Income Fund IICOM107,220$256.8 萬0.2%−9,514−8.2%減碼歷史
MPCMarathon Petroleum CorpStock18,406$256.8 萬0.2%+3,828+26.3%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 16,024$256.3 萬0.2%−318−5.0%減碼歷史
Fidelity MSCI Energy Index ETF316092402ETF107,370$256.0 萬0.2%+28,948+36.9%加碼–
Innovator ETFs Trust45782C474US SML CP PWR B68,301$255.1 萬0.2%+94+0.1%加碼–
KMIKinder Morgan, Inc.Stock92,922$254.6 萬0.2%+12,417+15.4%加碼歷史
INTCIntel CorpStock126,828$254.3 萬0.2%+118,800+1,479.8%加碼歷史
Fidelity Covington Trust316092543EMERG MKTS MLTFT99,250$250.4 萬0.2%−1,701−1.7%減碼–
DELLDell Technologies Inc.Stock21,630$249.3 萬0.2%−80.0%減碼歷史
HDHome Depot, Inc.Stock6,329$246.2 萬0.2%+8+0.1%加碼歷史
First Tr Exchng Traded FD VI33740U711FT VEST U.S EQT69,148$242.3 萬0.2%00.0%不變–
SBUXStarbucks CorpStock26,309$240.1 萬0.2%+376+1.4%加碼歷史
CSCOCisco Systems, Inc.Stock40,056$237.1 萬0.2%+1,749+4.6%加碼歷史
iShares Tr46435G524INTL DIV GRWTH34,569$234.9 萬0.2%−2,202−6.0%減碼–
BXBlackstone Inc.COM13,485$232.5 萬0.2%−1,050−7.2%減碼歷史
AMDAdvanced Micro Devices IncStock19,013$229.7 萬0.2%+15,774+487.0%加碼歷史
ANETArista Networks, Inc.Stock20,650$228.2 萬0.2%−1,402−6.4%減碼歷史
QCOMQualcomm IncStock14,776$227.0 萬0.2%+3,760+34.1%加碼歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT61,406$221.1 萬0.2%+1,025+1.7%加碼–

2025 年第 1 季之後清倉（118 檔）

2025 年第 1 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 118 檔。

Sunbelt Securities, Inc. 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Janus Detroit STR Tr47103U845HENDRSON AAA CL71,000$360.0 萬0.3%–
iShares Inc464286806MSCI GERMANY ETF13,476$50.0 萬<0.1%–
iShares Tr464288786U.S. INSRNCE ETF2,742$37.8 萬<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM3,126$35.6 萬<0.1%–
ATOAtmos Energy CorpCOM2,253$34.8 萬<0.1%歷史
iShares Inc464286632MSCI ISRAEL ETF4,575$34.0 萬<0.1%–
iShares Tr46429B606MSCI POLAND ETF11,382$31.9 萬<0.1%–
BlackRock ETF Trust II092528504ISHARES AAA CLO5,732$29.7 萬<0.1%–
iShares Tr46429B515MSCI FINLAND ETF6,942$25.5 萬<0.1%–
iShares Inc464286814MSCI NETHERL ETF5,386$25.2 萬<0.1%–
Fidelity Covington Trust316092170DISRU AUTOM ETF9,573$24.9 萬<0.1%–
Pgim ETF Tr69344A834AAA CLO ETF4,220$21.7 萬<0.1%–
Barrick Gold Corp067901108COM10,818$21.0 萬<0.1%–
iShares Inc464286202MSCI AUSTRIA ETF7,986$20.1 萬<0.1%–
IOTSamsara Inc.Stock4,895$18.8 萬<0.1%歷史
OBDCBlue Owl Capital CorpCOM10,131$14.9 萬<0.1%歷史
Pacer FDS Tr69374H568SWAN SOS FD OF4,195$12.0 萬<0.1%–
AITApplied Industrial Technologies IncCOM403$9.08 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G672S&P MDCP 400 REV831$8.97 萬<0.1%–
Timothy Plan887432276HIGH DIVIDEND3,286$8.43 萬<0.1%–
Vanguard Whitehall FDS921946794INTL HIGH ETF1,023$7.54 萬<0.1%–
First Tr Exchng Traded FD VI33740F128FT VEST NASDAQ3,960$7.51 萬<0.1%–
SSNCSS&C Technologies Holdings IncCOM891$7.44 萬<0.1%歷史
iShares Tr46438G794LIFEPATH TGT20402,385$7.27 萬<0.1%–
LNWOLight & Wonder, Inc.COM785$6.80 萬<0.1%歷史
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF1,297$6.55 萬<0.1%–
TLNTalen Energy CorpCOM320$6.39 萬<0.1%歷史
DLOdLocal LtdCLASS A COM7,500$6.25 萬<0.1%歷史
ARAntero Resources CorpCOM1,378$5.57 萬<0.1%歷史
GFLGFL Environmental Inc.SUB VTG SHS1,047$5.06 萬<0.1%歷史
Northern LTS FD Tr III66538R540COUN QUA EQU ETF1,500$5.02 萬<0.1%–
Golden Ocean Group LtdG39637205SHS NEW6,250$4.99 萬<0.1%–
First Tr Exchng Traded FD VI33740U422FT VEST US EQUTY1,750$4.98 萬<0.1%–
ProShares Ultrashort S&P 50074347G416ETF2,300$4.94 萬<0.1%–
TNKTeekay Tankers Ltd.CL A1,208$4.62 萬<0.1%歷史
INSWInternational Seaways, Inc.COM1,384$4.59 萬<0.1%歷史
AGIAlamos Gold IncStock1,550$4.14 萬<0.1%歷史
HAFNHafnia LtdORD SHS9,414$3.92 萬<0.1%歷史
Innovator ETFs Trust45784N882EQUITY DEFINED P1,500$3.76 萬<0.1%–
IBITiShares Bitcoin Trust ETFETF744$3.48 萬<0.1%歷史
CHEChemed CorpCOM53$3.26 萬<0.1%歷史
Capital Group Conservative E14020U100SHS1,000$2.71 萬<0.1%–
Alps ETF Tr00162Q676ALERIAN ENERGY796$2.61 萬<0.1%–
CHKPCheck Point Software Technologies LtdORD114$2.60 萬<0.1%歷史
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF1,000$2.53 萬<0.1%–
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF656$2.50 萬<0.1%–
GPKGraphic Packaging Holding CoCOM840$2.18 萬<0.1%歷史
Listed FDS Tr53656G498ROUN MA SEVE ETF475$2.18 萬<0.1%–
BITBlackRock Multi-Sector Income TrustCOM1,500$2.17 萬<0.1%歷史
HOODRobinhood Markets, Inc.Stock477$1.99 萬<0.1%歷史
ECFEllsworth Growth & Income Fund LtdCOM2,000$1.82 萬<0.1%歷史
RICKRci Hospitality Holdings, Inc.COM403$1.73 萬<0.1%歷史
CCOICogent Communications Holdings, Inc.COM NEW278$1.70 萬<0.1%歷史
VVVValvoline IncCOM485$1.69 萬<0.1%歷史
LOGILogitech International S.A.SHS197$1.66 萬<0.1%歷史
WASHWashington Trust Bancorp IncCOM450$1.39 萬<0.1%歷史
MWAMueller Water Products, Inc.COM SER A500$1.27 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT563$1.22 萬<0.1%–
RJFRaymond James Financial IncCOM80$1.11 萬<0.1%歷史
Schwab Fundamental International Equity ETF808524755ETF300$1.08 萬<0.1%–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50210$9,664<0.1%–
TTANServiceTitan, Inc.SHS CL A100$9,511<0.1%歷史
NBISNebius Group N.V.Stock430$9,077<0.1%歷史
KOLDProShares Trust IIULSHT BLOOMB GAS450$8,806<0.1%歷史
HBCPHome Bancorp, Inc.COM150$6,720<0.1%歷史
RFRegions Financial CorpCOM300$6,519<0.1%歷史
Innovator ETFs Trust45784N692UNCAPPED BITCOIN300$6,454<0.1%–
WSBCWesbanco IncCOM200$6,192<0.1%歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF180$5,987<0.1%–
WisdomTree Tr97717W570US MIDCAP FUND100$5,960<0.1%–
Columbia ETF Tr I19761L870SELIGMAN SEMICON250$5,518<0.1%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF76$4,998<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE170$4,838<0.1%–
TEMTempus AI, Inc.CL A100$4,824<0.1%歷史
TMDXTransMedics Group, Inc.COM65$4,373<0.1%歷史
Fidelity Covington Trust316092360FUN LAR COR ETF100$4,350<0.1%–
iShares Inc464286756MSCI SWEDEN ETF102$4,292<0.1%–
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF54$4,226<0.1%–
IAUMiShares Gold Trust MicroSHS REPSTG UN TR125$3,896<0.1%歷史
Brenmiller Energy LtdM2R43K115ORDINARY SHARES3,000$3,722<0.1%–
Simplify Exchange Traded Fun82889N772HEALTH CARE ETF121$3,553<0.1%–
Listed FD Tr53656F821TRUESHS TECH AI95$3,267<0.1%–
iShares Tr46438G521IBONDS 1-5 YR TR126$3,181<0.1%–
RSVRReservoir Media, Inc.COM400$3,052<0.1%歷史
Simplify Exchange Traded Fun82889N640TREASURY OPT INC100$2,468<0.1%–
ARKBArk 21Shares Bitcoin ETFSHS BEN INT30$2,466<0.1%歷史
ICLRIcon PLCCOM14$2,450<0.1%歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D89$2,354<0.1%–
Schwab Strategic Tr808524631HIGH YIELD BD ET82$2,141<0.1%–
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV38$2,008<0.1%–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE20$1,987<0.1%–
Legg Mason ETF Invt524682309FRAN CLE ENH ETF38$1,967<0.1%–
GRNDGrindr Inc.COM100$1,790<0.1%歷史
DBX ETF Tr233051432XTRACK USD HIGH48$1,735<0.1%–
TERTeradyne, IncStock20$1,652<0.1%歷史
American Centy ETF Tr025072802INTL SMCP VLU23$1,604<0.1%–
CLSCelestica IncStock18$1,419<0.1%歷史
NVAXNovavax IncCOM NEW200$1,282<0.1%歷史
HHHHoward Hughes Holdings Inc.COM15$1,111<0.1%歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A54$1,080<0.1%歷史