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Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/20 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
2,784
較 2025 年第 3 季 +83
總值
$15.0 億
較 2025 年第 3 季 +$5,104 萬 (+3.5%)
申報日
2026/2/20
SEC
Sunbelt Securities, Inc. 在 2025 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 CorpCOM1,368,228$1.65 億11.0%+18,409+1.4%加碼歷史
NVDANVIDIA CorpStock337,793$6,300 萬4.2%+1,678+0.5%加碼歷史
MSFTMicrosoft CorpStock75,737$3,663 萬2.4%+1,065+1.4%加碼歷史
AAPLApple Inc.Stock125,257$3,405 萬2.3%+441+0.4%加碼歷史
AVGOBroadcom Inc.Stock81,258$2,812 萬1.9%−629−0.8%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF726,980$2,371 萬1.6%+22,693+3.2%加碼–
Invesco QQQ Trust Series I46090E103ETF38,127$2,342 萬1.6%+1,128+3.0%加碼–
iShares S&P 500 Growth ETF464287309ETF181,864$2,242 萬1.5%−5,091−2.7%減碼–
IAUiShares Gold TrustETF262,168$2,128 萬1.4%−159,877−37.9%減碼歷史
iShares Core S&P 500 ETF464287200ETF29,936$2,050 萬1.4%+640+2.2%加碼–
AMZNAmazon Com IncStock87,180$2,012 萬1.3%+1,957+2.3%加碼歷史
Ea Series Trust02072L565ALPHA ARCH 1-3171,687$1,976 萬1.3%−12,713−6.9%減碼–
PLTRPalantir Technologies Inc.Stock93,772$1,667 萬1.1%+11,915+14.6%加碼歷史
SPYSPDR S&P 500 ETF TrustETF23,259$1,586 萬1.1%−344−1.5%減碼歷史
BPREBluerock Private Real Estate FundCOM1,024,719$1,537 萬1.0%+1,024,719新進歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD457,687$1,534 萬1.0%+29,352+6.9%加碼–
GOOGAlphabet Inc.Stock41,971$1,317 萬0.9%−615−1.4%減碼歷史
Innovator ETFs Trust45783Y723POWER BUFFER SET360,494$1,274 萬0.8%+19,194+5.6%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF408,347$1,209 萬0.8%+193,261+89.9%加碼–
GOOGLAlphabet Inc.Stock38,175$1,195 萬0.8%−2,195−5.4%減碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR430,923$1,190 萬0.8%+122,612+39.8%加碼–
TSLATesla, Inc.Stock24,053$1,082 萬0.7%+1,183+5.2%加碼歷史
BRK.BBerkshire Hathaway IncStock20,564$1,034 萬0.7%+524+2.6%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF115,393$1,032 萬0.7%+6,661+6.1%加碼–
METAMeta Platforms, Inc.Stock15,526$1,025 萬0.7%+890+6.1%加碼歷史
iShares S&P 500 Value ETF464287408ETF48,187$1,022 萬0.7%+1,000+2.1%加碼–
PGProcter & Gamble CoStock66,852$958.0 萬0.6%+448+0.7%加碼歷史
Innovator ETFs Trust45783Y731BUFF STEP UP ETF248,911$924.2 萬0.6%−9,991−3.9%減碼–
ABBVAbbVie Inc.Stock40,392$922.9 萬0.6%−182−0.4%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF317,891$905.4 萬0.6%+22,466+7.6%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT221,105$889.5 萬0.6%−1,139−0.5%減碼–
VVisa Inc.Stock24,780$869.1 萬0.6%−631−2.5%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF285,807$859.4 萬0.6%+23,284+8.9%加碼–
JPMJPMorgan Chase & CoStock26,363$849.5 萬0.6%−310−1.2%減碼歷史
JNJJohnson & JohnsonStock40,876$845.9 萬0.6%+28+0.1%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF121,677$844.7 萬0.6%+8,080+7.1%加碼–
Fidelity Covington Trust316092790QLTY FCTOR ETF109,826$830.2 萬0.6%+1,574+1.5%加碼–
MRKMerck & Co., Inc.Stock76,716$807.5 萬0.5%+81+0.1%加碼歷史
KOCoca Cola CoStock106,907$747.4 萬0.5%−802−0.7%減碼歷史
EPDEnterprise Products Partners L.P.Stock227,327$728.8 萬0.5%+1,371+0.6%加碼歷史
Schwab US Dividend Equity ETF808524797ETF262,405$719.8 萬0.5%−226,991−46.4%減碼–
iShares Core S&P Small Cap ETF464287804ETF58,836$707.1 萬0.5%−436−0.7%減碼–
WMTWalmart Inc.Stock57,093$636.1 萬0.4%+5,869+11.5%加碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT68,018$621.7 萬0.4%+3,928+6.1%加碼–
iShares Tr464287150CORE S&P TTL STK39,363$585.3 萬0.4%−1,114−2.8%減碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL112,755$570.3 萬0.4%+152+0.1%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF57,677$558.8 萬0.4%−1,658−2.8%減碼–
PMPhilip Morris International Inc.Stock34,500$553.4 萬0.4%+1,053+3.1%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV39,607$551.2 萬0.4%+27+0.1%加碼–
iShares Inc464286681MSCI EQUAL WEITE49,511$511.8 萬0.3%+3,402+7.4%加碼–
Capital Group Core Balanced14021D107SHS141,957$501.5 萬0.3%−8,729−5.8%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF34,871$492.2 萬0.3%−725−2.0%減碼–
Victory Portfolios II92647X830SHS FR CA FL ETF123,947$488.1 萬0.3%−1,956−1.6%減碼–
Vanguard Information Technology ETF92204A702ETF6,460$487.0 萬0.3%−342−5.0%減碼–
Innov Prem Inc 30 Barr - Jan45783Y376ETP196,616$485.1 萬0.3%−12,254−5.9%減碼–
WisdomTree Tr97717Y477US QUALITY GROW82,578$484.5 萬0.3%−843−1.0%減碼–
COSTCostco Wholesale CorpStock5,609$483.7 萬0.3%+18+0.3%加碼歷史
MOAltria Group, Inc.Stock80,345$463.3 萬0.3%+3,197+4.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT24,053$460.8 萬0.3%−140−0.6%減碼–
iShares Core High Dividend ETF46429B663ETF37,190$452.3 萬0.3%−7,625−17.0%減碼–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT106,288$441.4 萬0.3%00.0%不變–
iShares Tr464287721U.S. TECH ETF21,945$438.2 萬0.3%−415−1.9%減碼–
Schwab Emerging Markets Equity ETF808524706ETF131,407$430.4 萬0.3%+8,855+7.2%加碼–
BXBlackstone Inc.COM27,804$428.6 萬0.3%−1,554−5.3%減碼歷史
IBMInternational Business Machines CorpStock14,372$425.7 萬0.3%+311+2.2%加碼歷史
First Tr Exchange Traded FD33738R704RBA INDL ETF42,888$421.7 萬0.3%+7,433+21.0%加碼–
MCDMcDonalds CorpStock13,733$419.7 萬0.3%+348+2.6%加碼歷史
CVXChevron CorpStock27,378$417.3 萬0.3%+1,776+6.9%加碼歷史
First Tr Exchng Traded FD VI33740U661FT VEST US EQT98,086$405.4 萬0.3%−2,500−2.5%減碼–
Fidelity MSCI Information Technology Index ETF316092808ETF18,015$404.7 萬0.3%−184−1.0%減碼–
Fidelity Greenwood Street Tr31624J745HEDGED EQTY ETF130,151$402.3 萬0.3%−220−0.2%減碼–
iShares Core S&P US Value ETF464287663ETF37,438$383.9 萬0.3%−3,088−7.6%減碼–
iShares Tr46435G524INTL DIV GRWTH45,067$373.0 萬0.2%+854+1.9%加碼–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT90,854$372.0 萬0.2%−7,054−7.2%減碼–
Victory Portfolios II92647X764VICT FR GROW ETF131,901$371.4 萬0.2%−1,727−1.3%減碼–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT93,585$370.6 萬0.2%−7,026−7.0%減碼–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF146,459$364.6 萬0.2%+4,183+2.9%加碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT82,250$358.9 萬0.2%−978−1.2%減碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT80,636$358.6 萬0.2%+690+0.9%加碼–
NFLXNetflix IncStock38,029$356.6 萬0.2%+1,529+4.2%加碼依 10 比 1 拆股換算歷史
Tidal ETF Tr88634T774II YIELDMAX NVDA242,462$354.2 萬0.2%+10,851+4.7%加碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE30,801$352.7 萬0.2%+5,448+21.5%加碼–
MAMastercard IncStock5,927$338.4 萬0.2%−487−7.6%減碼歷史
Fidelity Covington Trust316092543EMERG MKTS MLTFT109,201$337.2 萬0.2%−1,182−1.1%減碼–
ARCCAres Capital CorpCEF166,630$337.1 萬0.2%+42,157+33.9%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF23,343$336.1 萬0.2%−715−3.0%減碼依 2 比 1 拆股換算–
ETEnergy Transfer LPCOM UT LTD PTN201,676$332.6 萬0.2%−5,283−2.6%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF19,725$331.3 萬0.2%+328+1.7%加碼–
First Tr Exchng Traded FD VI33740F771FT VEST US68,108$325.0 萬0.2%−700−1.0%減碼–
GSGoldman Sachs Group IncStock3,696$324.9 萬0.2%−200−5.1%減碼歷史
Innovator ETFs Tr45783Y798GRWT ACCLTD PLUS106,866$318.6 萬0.2%−14,189−11.7%減碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF44,492$317.9 萬0.2%+11,788+36.0%加碼–
MMM3M CoStock19,249$308.2 萬0.2%−797−4.0%減碼歷史
CSCOCisco Systems, Inc.Stock39,028$300.6 萬0.2%−1,690−4.2%減碼歷史
iShares Tr464288760US AER DEF ETF13,733$294.8 萬0.2%−456−3.2%減碼–
VLOValero Energy CorpStock17,488$284.7 萬0.2%−82−0.5%減碼歷史
DELLDell Technologies Inc.Stock22,340$281.2 萬0.2%+582+2.7%加碼歷史
MKLMarkel Group Inc.COM1,298$279.0 萬0.2%00.0%不變歷史
WisdomTree Tr97717W547US VALUE FD29,455$274.8 萬0.2%−5,122−14.8%減碼–
Vanguard S&P 500 ETF922908363ETF4,253$266.7 萬0.2%−52−1.2%減碼–

2025 年第 3 季之後清倉(218 檔)

2025 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 218 檔。

Sunbelt Securities, Inc. 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
Tidal Tr II88636J444YIELDMAX TSLA OP192,097$181.1 萬0.1%–
Timothy Plan887432284US LARGE MID CP18,207$50.2 萬<0.1%–
Invesco Exchange Traded FD T46137V878DORSEY WRGT ENRG9,770$45.8 萬<0.1%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF14,928$37.6 萬<0.1%–
PNFPPinnacle Financial Partners, Inc.COM3,810$35.7 萬<0.1%歷史
Invesco Exchange Traded FD T46137V696DYNMC MEDIA5,438$35.0 萬<0.1%–
Innovator ETFs Tr45783Y517PREMIUM INC 10 B13,568$32.4 萬<0.1%–
iShares Ibonds 2025 Term High Yield & Income ETF46435U168ETF13,750$31.9 萬<0.1%–
iShares MSCI India ETF46429B598ETF6,016$31.3 萬<0.1%–
iShares U S ETF Tr46431W606IT RT HDG HGYL2,795$24.3 萬<0.1%–
Yieldmax MSTR Option Income Strategy ETF88634T493ETF15,491$21.6 萬<0.1%–
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE5,000$18.2 萬<0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF3,950$17.3 萬<0.1%–
iShares Tr464288174GL TIMB FORE ETF2,093$15.4 萬<0.1%–
Columbia ETF Tr II19762B202EM CORE EX ETF3,200$11.6 萬<0.1%–
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX390$11.5 萬<0.1%–
ULUnilever PLCSPON ADR NEW1,735$10.3 萬<0.1%歷史
COLMColumbia Sportswear CoCOM1,963$10.3 萬<0.1%歷史
ELTKEltek LtdSHS6,114$6.70 萬<0.1%歷史
Invesco Exchange Traded FD T46137V522RYMND JMS SB 1880$6.59 萬<0.1%–
JAZZJazz Pharmaceuticals plcSHS USD400$5.27 萬<0.1%歷史
RIVNRivian Automotive, Inc.Stock3,475$5.10 萬<0.1%歷史
CRSCarpenter Technology CorpCOM195$4.79 萬<0.1%歷史
ATENA10 Networks, Inc.Stock2,572$4.67 萬<0.1%歷史
VanEck ETF Trust92189F411BDC INCOME ETF3,000$4.48 萬<0.1%–
LPGDorian LPG Ltd.SHS USD1,381$4.11 萬<0.1%歷史
FROFrontline plcCOM1,793$4.09 萬<0.1%歷史
VNOVornado Realty TrustSH BEN INT1,000$4.05 萬<0.1%歷史
GNKGenco Shipping & Trading LtdSHS1,950$3.47 萬<0.1%歷史
TMCTMC the metals Co Inc.COM5,337$3.40 萬<0.1%歷史
SBLKStar Bulk Carriers Corp.SHS PAR1,760$3.27 萬<0.1%歷史
HAFNHafnia LtdORD SHS4,993$2.99 萬<0.1%歷史
Invesco Exchange Traded FD T46137V175S&P SML600 GWT410$2.23 萬<0.1%–
VMOInvesco Municipal Opportunity TrustCOM2,291$2.22 萬<0.1%歷史
SPDR Series Trust78464A821ST STR SP400GRW240$2.20 萬<0.1%–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF425$2.05 萬<0.1%–
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A217$2.05 萬<0.1%歷史
SOFISoFi Technologies, Inc.Stock750$1.98 萬<0.1%歷史
TAPMolson Coors Beverage CoCL B400$1.81 萬<0.1%歷史
IRBTiRobot CorpCOM4,655$1.67 萬<0.1%歷史
PLOWDouglas Dynamics, IncCOM505$1.58 萬<0.1%歷史
KOLDProShares Trust IIULSHT BLOOMB GAS450$1.57 萬<0.1%歷史
KKellanovaStock165$1.35 萬<0.1%歷史
BARGraniteShares Gold TrustSHS BEN INT325$1.24 萬<0.1%歷史
CIFRCipher Digital Inc.COM950$1.20 萬<0.1%歷史
NVTnVent Electric plcSHS118$1.16 萬<0.1%歷史
Tidal Tr II88636J527YIELDMAX ULTRA O2,000$1.09 萬<0.1%–
ABEVAmbev S.A.SPONSORED ADR4,262$9,504<0.1%歷史
AURAurora Innovation, Inc.CLASS A COM1,745$9,406<0.1%歷史
Franklin Templeton ETF Tr35473P421FOCUSED DYNAMIC185$8,799<0.1%–
Innovator ETFs Tr45782C110U S EQTY ACCELRT245$8,308<0.1%–
MGRMMonogram Technologies Inc.COM1,396$8,195<0.1%歷史
ABEOAbeona Therapeutics Inc.COM NEW1,500$7,920<0.1%歷史
SNAPSnap IncStock996$7,682<0.1%歷史
Kraneshares Trust500767678GLOBAL CARB STRA230$7,452<0.1%–
CCDCalamos Dynamic Convertible & Income FundCOM350$7,364<0.1%歷史
NICENICE Ltd.SPONSORED ADR44$6,370<0.1%歷史
UPLDUpland Software, Inc.COM2,500$5,925<0.1%歷史
CPRXCatalyst Pharmaceuticals, Inc.COM300$5,910<0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM70$5,834<0.1%歷史
NTNXNutanix, Inc.Stock75$5,579<0.1%歷史
VMRKVivmark ResidentialSH BEN INT83$5,373<0.1%歷史
CHHChoice Hotels International IncCOM49$5,208<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock50$4,925<0.1%歷史
FXYInvesco CurrencyShares Japanese Yen TrustJAPANESE YEN79$4,915<0.1%歷史
TFXTeleflex IncCOM38$4,650<0.1%歷史
Ea Series Trust02072L722STRI US ENER ETF160$4,600<0.1%–
NWSANews CorpCL A145$4,453<0.1%歷史
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF94$4,051<0.1%–
OVVOvintiv Inc.COM96$3,876<0.1%歷史
CPRTCopart IncCOM86$3,867<0.1%歷史
SONSonoco Products CoCOM89$3,835<0.1%歷史
DUOLDuolingo, Inc.CL A COM11$3,540<0.1%歷史
iShares Tr464287838U.S. BAS MTL ETF23$3,360<0.1%–
Simplify Exchange Traded Fun82889N772HEALTH CARE ETF100$3,171<0.1%–
AMCRAmcor plcORD376$3,076<0.1%歷史
PPCPilgrims Pride CorpStock75$3,054<0.1%歷史
ARWArrow Electronics, Inc.COM25$3,025<0.1%歷史
SNVSynovus Financial CorpCOM NEW59$2,896<0.1%歷史
EFXEquifax IncCOM11$2,822<0.1%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF54$2,749<0.1%–
LHLabcorp Holdings Inc.Stock9$2,584<0.1%歷史
MTDRMatador Resources CoCOM54$2,426<0.1%歷史
CHWYChewy, Inc.CL A59$2,387<0.1%歷史
VRNSVaronis Systems IncCOM41$2,356<0.1%歷史
MANManpowerGroup Inc.COM62$2,350<0.1%歷史
BCPCBalchem CorpCOM14$2,101<0.1%歷史
APLEApple Hospitality REIT, Inc.REIT174$2,090<0.1%歷史
SHAKShake Shack Inc.CL A22$2,059<0.1%歷史
QGENQiagen N.V.COMMON STOCK42$1,877<0.1%歷史
LPXLouisiana-Pacific CorpCOM20$1,777<0.1%歷史
NWLNewell Brands Inc.Stock336$1,761<0.1%歷史
NVAXNovavax IncCOM NEW200$1,734<0.1%歷史
SPDR Series Trust78468R739ST NUVE TERM ETF34$1,639<0.1%–
VBTXVeritex Holdings, Inc.COM48$1,609<0.1%歷史
ENPHEnphase Energy, Inc.Stock44$1,557<0.1%歷史
PKPark Hotels & Resorts Inc.COM138$1,529<0.1%歷史
WINGWingstop Inc.COM6$1,510<0.1%歷史
CVLTCommvault Systems IncCOM8$1,510<0.1%歷史
GPNGlobal Payments IncStock18$1,495<0.1%歷史