跳到主要內容

Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2025 年第 3 季持倉

持倉截至 2025/9/30,2025/11/19 申報。只含多頭部位,變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
2,701
較 2025 年第 2 季 +896
總值
$14.5 億
較 2025 年第 2 季 +$3.17 億 (+28.0%)
申報日
2025/11/19
SEC
Sunbelt Securities, Inc. 在 2025 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
XOMExxonMobil Holdings CorpCOM1,349,819$1.52 億10.5%+544,941+67.7%加碼歷史
NVDANVIDIA CorpStock336,115$6,271 萬4.3%−14,721−4.2%減碼歷史
MSFTMicrosoft CorpStock74,672$3,868 萬2.7%+4,283+6.1%加碼歷史
AAPLApple Inc.Stock124,816$3,178 萬2.2%+6,515+5.5%加碼歷史
IAUiShares Gold TrustETF422,045$3,071 萬2.1%+169,783+67.3%加碼歷史
AVGOBroadcom Inc.Stock81,887$2,702 萬1.9%+8,865+12.1%加碼歷史
iShares S&P 500 Growth ETF464287309ETF186,955$2,257 萬1.6%+6,097+3.4%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF704,287$2,247 萬1.6%+33,078+4.9%加碼–
Invesco QQQ Trust Series I46090E103ETF36,999$2,221 萬1.5%+11,451+44.8%加碼–
Ea Series Trust02072L565ALPHA ARCH 1-3184,400$2,100 萬1.4%+125,400+212.5%加碼–
iShares Core S&P 500 ETF464287200ETF29,296$1,961 萬1.4%−7,248−19.8%減碼–
AMZNAmazon Com IncStock85,223$1,871 萬1.3%−6,200−6.8%減碼歷史
SPYSPDR S&P 500 ETF TrustETF23,603$1,572 萬1.1%+9,729+70.1%加碼歷史
PLTRPalantir Technologies Inc.Stock81,857$1,493 萬1.0%+18,906+30.0%加碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD428,335$1,406 萬1.0%+6,591+1.6%加碼–
Schwab US Dividend Equity ETF808524797ETF489,396$1,336 萬0.9%+61,053+14.3%加碼–
Innovator ETFs Trust45783Y723POWER BUFFER SET341,300$1,187 萬0.8%+78,942+30.1%加碼–
METAMeta Platforms, Inc.Stock14,636$1,075 萬0.7%+418+2.9%加碼歷史
GOOGAlphabet Inc.Stock42,586$1,037 萬0.7%+7,105+20.0%加碼歷史
PGProcter & Gamble CoStock66,404$1,020 萬0.7%−1,993−2.9%減碼歷史
TSLATesla, Inc.Stock22,870$1,017 萬0.7%−12,348−35.1%減碼歷史
BRK.BBerkshire Hathaway IncStock20,040$1,008 萬0.7%+10,995+121.6%加碼歷史
GOOGLAlphabet Inc.Stock40,370$981.4 萬0.7%−8,797−17.9%減碼歷史
iShares S&P 500 Value ETF464287408ETF47,187$974.4 萬0.7%−568−1.2%減碼–
iShares Core MSCI Eafe ETF46432F842ETF108,732$949.3 萬0.7%+12,800+13.3%加碼–
Innovator ETFs Trust45783Y731BUFF STEP UP ETF258,902$941.6 萬0.7%+31,330+13.8%加碼–
ABBVAbbVie Inc.Stock40,574$939.5 萬0.6%−5,921−12.7%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT222,244$878.8 萬0.6%−18,685−7.8%減碼–
VVisa Inc.Stock25,411$867.5 萬0.6%+2,536+11.1%加碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR308,311$855.6 萬0.6%+71,249+30.1%加碼–
JPMJPMorgan Chase & CoStock26,673$841.3 萬0.6%−2,676−9.1%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF295,425$824.2 萬0.6%+11,228+4.0%加碼–
Fidelity Covington Trust316092790QLTY FCTOR ETF108,252$808.9 萬0.6%+8,397+8.4%加碼–
Schwab U.S. Mid-Cap ETF808524508ETF262,523$778.1 萬0.5%+15,555+6.3%加碼–
iShares Core Dividend Growth ETF46434V621ETF113,597$773.4 萬0.5%+32,083+39.4%加碼–
JNJJohnson & JohnsonStock40,848$757.4 萬0.5%−15,173−27.1%減碼歷史
KOCoca Cola CoStock107,709$714.3 萬0.5%+20,695+23.8%加碼歷史
EPDEnterprise Products Partners L.P.Stock225,956$706.6 萬0.5%+13,008+6.1%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF59,272$704.3 萬0.5%+4,064+7.4%加碼–
MRKMerck & Co., Inc.Stock76,635$643.2 萬0.4%−2,117−2.7%減碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF215,086$626.1 萬0.4%+36,881+20.7%加碼–
iShares Tr464287150CORE S&P TTL STK40,477$589.5 萬0.4%+4,174+11.5%加碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL112,603$571.8 萬0.4%+112,603新進–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT64,090$571.2 萬0.4%−18,623−22.5%減碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF59,335$569.0 萬0.4%+2,272+4.0%加碼–
SPDR Series Trust78464A763ST STR SP DIV39,580$554.3 萬0.4%+1,234+3.2%加碼–
iShares Core High Dividend ETF46429B663ETF44,815$548.8 萬0.4%+5,924+15.2%加碼–
PMPhilip Morris International Inc.Stock33,447$542.5 萬0.4%+11,791+54.4%加碼歷史
WMTWalmart Inc.Stock51,224$527.9 萬0.4%+9,674+23.3%加碼歷史
Capital Group Core Balanced14021D107SHS150,686$523.2 萬0.4%−6,233−4.0%減碼–
COSTCostco Wholesale CorpStock5,591$517.6 萬0.4%−1,366−19.6%減碼歷史
Innov Prem Inc 30 Barr - Jan45783Y376ETP208,870$516.5 萬0.4%−17,496−7.7%減碼–
MOAltria Group, Inc.Stock77,148$509.6 萬0.4%−7,678−9.1%減碼歷史
Vanguard Information Technology ETF92204A702ETF6,802$507.9 萬0.4%+1,358+24.9%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF35,596$503.7 萬0.3%−461−1.3%減碼–
BXBlackstone Inc.COM29,358$501.6 萬0.3%+15,873+117.7%加碼歷史
WisdomTree Tr97717Y477US QUALITY GROW83,421$478.5 萬0.3%+83,421新進–
iShares Inc464286681MSCI EQUAL WEITE46,109$474.8 萬0.3%−7,394−13.8%減碼–
Victory Portfolios II92647X830SHS FR CA FL ETF125,903$472.1 萬0.3%+125,903新進–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT24,193$458.9 萬0.3%+13,702+130.6%加碼–
iShares Tr464287721U.S. TECH ETF22,360$437.9 萬0.3%−112−0.5%減碼–
NFLXNetflix IncStock3,650$437.6 萬0.3%+30+0.8%加碼歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT106,288$431.2 萬0.3%+15,372+16.9%加碼–
Schwab Emerging Markets Equity ETF808524706ETF122,552$409.0 萬0.3%+13,955+12.9%加碼–
First Tr Exchng Traded FD VI33740U661FT VEST US EQT100,586$408.0 萬0.3%+41,178+69.3%加碼–
MCDMcDonalds CorpStock13,385$406.8 萬0.3%+3,158+30.9%加碼歷史
iShares Core S&P US Value ETF464287663ETF40,526$405.1 萬0.3%−12,177−23.1%減碼–
Fidelity MSCI Information Technology Index ETF316092808ETF18,199$404.3 萬0.3%+3,637+25.0%加碼–
Fidelity Greenwood Street Tr31624J745HEDGED EQTY ETF130,371$400.0 萬0.3%+114,293+710.9%加碼–
CVXChevron CorpStock25,602$397.6 萬0.3%−10,035−28.2%減碼歷史
IBMInternational Business Machines CorpStock14,061$396.7 萬0.3%+1,140+8.8%加碼歷史
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT97,908$392.6 萬0.3%+9,387+10.6%加碼–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT100,611$391.2 萬0.3%+39,205+63.8%加碼–
Tidal ETF Tr88634T774II YIELDMAX NVDA231,611$389.1 萬0.3%−21,763−8.6%減碼–
Victory Portfolios II92647X764VICT FR GROW ETF133,628$383.3 萬0.3%+133,628新進–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF142,276$382.0 萬0.3%+8,428+6.3%加碼–
MAMastercard IncStock6,414$364.8 萬0.3%−52−0.8%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN206,959$355.1 萬0.2%+29,145+16.4%加碼歷史
iShares Tr46435G524INTL DIV GRWTH44,213$352.2 萬0.2%+9,644+27.9%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT79,946$351.1 萬0.2%−357−0.4%減碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT83,228$349.8 萬0.2%−8,055−8.8%減碼–
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS121,055$349.7 萬0.2%−65,058−35.0%減碼–
First Tr Exchange Traded FD33738R704RBA INDL ETF35,455$342.8 萬0.2%+34,917+6,490.1%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF12,029$339.0 萬0.2%+930+8.4%加碼–
Fidelity Covington Trust316092543EMERG MKTS MLTFT110,383$332.0 萬0.2%+11,133+11.2%加碼–
First Tr Exchng Traded FD VI33740F771FT VEST US68,808$320.2 萬0.2%+62,101+925.9%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF19,397$319.2 萬0.2%+11,760+154.0%加碼–
WisdomTree Tr97717W547US VALUE FD34,577$314.7 萬0.2%+34,577新進–
MMM3M CoStock20,046$311.1 萬0.2%−7,006−25.9%減碼歷史
GSGoldman Sachs Group IncStock3,896$310.3 萬0.2%+2,997+333.4%加碼歷史
DELLDell Technologies Inc.Stock21,758$308.5 萬0.2%+128+0.6%加碼歷史
VLOValero Energy CorpStock17,570$299.2 萬0.2%−7,028−28.6%減碼歷史
VZVerizon Communications IncStock67,830$298.1 萬0.2%−40,146−37.2%減碼歷史
iShares Tr464288760US AER DEF ETF14,189$296.9 萬0.2%−840−5.6%減碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE25,353$280.6 萬0.2%+25,353新進–
CSCOCisco Systems, Inc.Stock40,718$278.6 萬0.2%+662+1.7%加碼歷史
Innovator ETFs Trust45782C474US SML CP PWR B67,852$273.8 萬0.2%−449−0.7%減碼–
APPAppLovin CorpCOM CL A3,681$264.5 萬0.2%+2,770+304.1%加碼歷史
Vanguard S&P 500 ETF922908363ETF4,305$263.6 萬0.2%+3,235+302.3%加碼–
First Tr Exchng Traded FD VI33740U711FT VEST U.S EQT68,187$259.7 萬0.2%−961−1.4%減碼–

2025 年第 2 季之後清倉(203 檔)

2025 年第 2 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 203 檔。

Sunbelt Securities, Inc. 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
WBAWalgreens Boots Alliance, Inc.COM146,226$136.4 萬0.1%歷史
Innovator ETFs Trust45782C409US EQTY BUFR JAN18,865$90.5 萬0.1%–
Innov Prem Inc 10 Barr-July45783Y574ETP27,006$67.4 萬0.1%–
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR13,366$66.2 萬0.1%–
Innov Prem Inc 10 Barr - Jan45783Y392ETP23,591$58.1 萬0.1%–
iShares Inc464286509MSCI CDA ETF14,034$56.6 萬<0.1%–
HRBH&R Block IncCOM10,263$54.2 萬<0.1%歷史
Bondbloxx ETF Trust09789C853BLOOMBERG TWO YR10,130$49.7 萬<0.1%–
iShares Tr46432F370MSCI USA SZE FT2,781$41.3 萬<0.1%–
iShares Tr464287812US CONSM STAPLES6,272$41.1 萬<0.1%–
iShares U.S. Regional Banks ETF464288778ETF8,143$41.0 萬<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF3,850$38.6 萬<0.1%–
iShares Tr46434V761MSCI UAE ETF22,343$36.8 萬<0.1%–
RACEFerrari N.V.COM864$36.7 萬<0.1%歷史
Bondbloxx ETF Trust09789C846BLOOMBERG THREE6,776$33.0 萬<0.1%–
Bondbloxx ETF Trust09789C838BLOOMBERG FVE YR6,838$32.8 萬<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF13,817$30.2 萬<0.1%–
Innovator ETFs Trust45782C391US EQTY BUFR MAR6,250$28.8 萬<0.1%–
Paramount Global92556H206CL B25,916$27.1 萬<0.1%–
Innovator ETFs Trust45782C664US EQTY BUF SEP5,995$25.7 萬<0.1%–
Tidal ETF Tr88634T428II YIELDMAX MSFT OP13,896$25.3 萬<0.1%–
VanEck ETF Trust92189H748CLO ETF4,618$24.4 萬<0.1%–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF10,034$24.3 萬<0.1%–
Innovator ETFs Tr45783Y764US EQTY ACC ETF7,820$22.3 萬<0.1%–
ELANElanco Animal Health IncCOM16,000$19.4 萬<0.1%歷史
NADNuveen Quality Municipal Income FundCOM14,726$17.2 萬<0.1%歷史
Bondbloxx ETF Trust09789C606USD HI YLD INDUS4,380$16.6 萬<0.1%–
Bondbloxx ETF Trust09789C200USD HI YLD NON C4,380$16.4 萬<0.1%–
MANHManhattan Associates IncStock568$15.3 萬<0.1%歷史
HESHess CorpStock1,141$15.2 萬<0.1%歷史
OBDEBlue Owl Capital Corp IIICOM SHS10,340$14.9 萬<0.1%歷史
WMGWarner Music Group Corp.COM CL A4,800$14.9 萬<0.1%歷史
Tidal ETF Tr88634T857YIELDMAX AAPL7,574$13.7 萬<0.1%–
KBRKBR, Inc.COM2,350$13.6 萬<0.1%歷史
NMZNuveen Municipal High Income Opportunity FundCOM12,061$13.0 萬<0.1%歷史
PFGCPerformance Food Group CoCOM1,378$11.7 萬<0.1%歷史
Exchange Traded Concepts Tru301505624BITWISE CRYPTO6,860$11.6 萬<0.1%–
GILGildan Activewear Inc.Stock2,390$11.2 萬<0.1%歷史
American Centy ETF Tr025072349US LARGE CAP VLU1,435$9.58 萬<0.1%–
CHRWC. H. Robinson Worldwide, Inc.COM NEW891$9.21 萬<0.1%歷史
iShares Inc464286285JP MRGN EM HI BD2,408$9.14 萬<0.1%–
iShares Tr464288885EAFE GRWTH ETF924$8.94 萬<0.1%–
J P Morgan Exchange Traded F46641Q779US MOMENTUM1,524$8.88 萬<0.1%–
VanEck ETF Trust92189F692PHARMACEUTCL ETF1,000$8.63 萬<0.1%–
iShares Tr464288307MRGSTR MD CP GRW1,098$8.30 萬<0.1%–
KMXCarMax IncCOM1,000$8.18 萬<0.1%歷史
Pacer FDS Tr69374H709GLOBL CASH ETF2,400$8.10 萬<0.1%–
Innovator ETFs Tr45783Y202US EQUITY2,220$7.88 萬<0.1%–
Innovator ETFs Trust45783Y111EQUI DEFI 1 AUG2,950$7.34 萬<0.1%–
iShares U S ETF Tr46431W705INT RT HDG C B755$7.00 萬<0.1%–
FLFoot Locker, Inc.COM3,206$6.98 萬<0.1%歷史
EMBJEmbraer S.A.ADR1,811$6.64 萬<0.1%歷史
CNPCenterpoint Energy IncCOM2,002$6.35 萬<0.1%歷史
Tidal Trust II88634T840YIELDMAX AMZN OP3,274$6.16 萬<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF1,036$5.77 萬<0.1%–
SRTAStrata Critical Medical, Inc.CL A COM13,271$5.64 萬<0.1%歷史
PPLPPL CorpCOM1,700$5.52 萬<0.1%歷史
DFSDiscover Financial ServicesCOM315$5.46 萬<0.1%歷史
ADXAdams Diversified Equity Fund, Inc.COM2,563$5.18 萬<0.1%歷史
First Tr Exchange-Traded Alp33735K108COM SHS371$5.12 萬<0.1%–
John Hancock Exchange Traded47804J107MLTFCTR LRG CAP720$5.01 萬<0.1%–
CORZCore Scientific, Inc.COM3,500$4.92 萬<0.1%歷史
Victory Portfolios II92647N774VCSHS US DISCVRY893$4.90 萬<0.1%–
Innovator ETFs Trust45783Y129GROW 100 PWR AUG1,900$4.89 萬<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF902$4.54 萬<0.1%–
SLGSL Green Realty CorpCOM658$4.47 萬<0.1%歷史
SKXSkechers USA IncCL A646$4.34 萬<0.1%歷史
iShares Tr46434V878ULTRA SHORT DUR759$3.83 萬<0.1%–
SAPSAP SEADR151$3.72 萬<0.1%歷史
iShares Tr46435G409MSCI INTL VLU FT1,315$3.57 萬<0.1%–
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG1,231$3.45 萬<0.1%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS576$3.35 萬<0.1%–
Invesco Exch Traded FD Tr II46138E396S&P 500 CONC ETF653$3.21 萬<0.1%–
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH271$3.16 萬<0.1%–
LFSTLifeStance Health Group, Inc.COM3,850$2.84 萬<0.1%歷史
VOYAVoya Financial, Inc.COM400$2.75 萬<0.1%歷史
AGMFederal Agricultural Mortgage CorpCL C134$2.64 萬<0.1%歷史
Prospect Cap Corp74348TAT9NOTE 6.375% 3/025,000$2.48 萬<0.1%–
ETF Ser Solutions26922A701ROUNDHILL ACQUI715$2.47 萬<0.1%–
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX233$2.47 萬<0.1%–
PIMCO ETF Tr72201R635MUNI INCOME OPP546$2.46 萬<0.1%–
ADUSAddus HomeCare CorpCOM196$2.46 萬<0.1%歷史
LendingTree, Inc.52603BAD9NOTE 0.500% 7/125,000$2.38 萬<0.1%–
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M750$2.32 萬<0.1%–
iShares Inc464286178US INTL HGH YLD512$2.26 萬<0.1%–
iShares Tr46429B291A RATE CP BD ETF465$2.18 萬<0.1%–
MAVPioneer Municipal High Income Advantage Fund, Inc.COM2,578$2.17 萬<0.1%歷史
ENLCEnLink Midstream, LLCCOM UNIT REP LTD1,536$2.17 萬<0.1%歷史
SIISprott Inc.COM NEW503$2.12 萬<0.1%歷史
WisdomTree Tr97717W869EUROPE SMCP DV360$2.04 萬<0.1%–
Arbor Realty Trust Inc038923BA5NOTE 7.500% 8/020,000$1.99 萬<0.1%–
NUVNuveen Municipal Value Fund IncCOM2,280$1.96 萬<0.1%歷史
TKRTimken CoCOM262$1.87 萬<0.1%歷史
Lattice Strategies Tr518416102HARTFORD MLT ETF543$1.54 萬<0.1%–
JQCNuveen Credit Strategies Income FundCOM SHS2,710$1.54 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI801$1.54 萬<0.1%–
iShares Tr464288737GLB CNSM STP ETF236$1.42 萬<0.1%–
LBRDKLiberty Broadband CorpCOM SER C175$1.31 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM463$1.30 萬<0.1%歷史
BOILProShares Trust IIETF227$1.27 萬<0.1%歷史