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Livermore
Livermore
中文EN

Sunbelt Securities, Inc.

SEC CIK
0001632932
最新申報
2026/5/18

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/18 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
2,954
較 2025 年第 4 季 +170
總值
$15.8 億
較 2025 年第 4 季 +$8,475 萬 (+5.7%)
申報日
2026/5/18
SEC
Sunbelt Securities, Inc. 在 2026 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 CorpCOM1,351,473$2.29 億14.5%−16,755−1.2%減碼歷史
NVDANVIDIA CorpStock299,607$5,225 萬3.3%−38,186−11.3%減碼歷史
AAPLApple Inc.Stock126,284$3,205 萬2.0%+1,027+0.8%加碼歷史
MSFTMicrosoft CorpStock78,521$2,907 萬1.8%+2,784+3.7%加碼歷史
AVGOBroadcom Inc.Stock82,762$2,562 萬1.6%+1,504+1.9%加碼歷史
IAUiShares Gold TrustETF253,669$2,236 萬1.4%−8,499−3.2%減碼歷史
Invesco QQQ Trust Series I46090E103ETF38,321$2,212 萬1.4%+194+0.5%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF744,512$2,169 萬1.4%+17,532+2.4%加碼–
iShares S&P 500 Growth ETF464287309ETF183,413$2,075 萬1.3%+1,549+0.9%加碼–
iShares Core S&P 500 ETF464287200ETF31,243$2,041 萬1.3%+1,307+4.4%加碼–
BPREBluerock Private Real Estate FundCOM1,186,168$1,970 萬1.2%+161,449+15.8%加碼歷史
Ea Series Trust02072L565ALPHA ARCH 1-3165,049$1,919 萬1.2%−6,638−3.9%減碼–
AMZNAmazon Com IncStock88,838$1,850 萬1.2%+1,658+1.9%加碼歷史
Innovator ETFs Trust45783Y855DEFINED WLT SHLD467,920$1,566 萬1.0%+10,233+2.2%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF510,572$1,557 萬1.0%+102,225+25.0%加碼–
SPYSPDR S&P 500 ETF TrustETF23,457$1,525 萬1.0%+198+0.9%加碼歷史
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR516,085$1,405 萬0.9%+85,162+19.8%加碼–
GOOGAlphabet Inc.Stock43,349$1,244 萬0.8%+1,378+3.3%加碼歷史
SNDKSandisk CorpCOM19,546$1,242 萬0.8%+19,540+325,666.7%加碼歷史
PLTRPalantir Technologies Inc.Stock83,167$1,217 萬0.8%−10,605−11.3%減碼歷史
Innovator ETFs Trust45783Y723POWER BUFFER SET327,142$1,128 萬0.7%−33,352−9.3%減碼–
GOOGLAlphabet Inc.Stock38,072$1,095 萬0.7%−103−0.3%減碼歷史
iShares Core MSCI Eafe ETF46432F842ETF113,195$1,025 萬0.6%−2,198−1.9%減碼–
iShares Core S&P Small Cap ETF464287804ETF80,619$1,002 萬0.6%+21,783+37.0%加碼–
JNJJohnson & JohnsonStock39,269$959.9 萬0.6%−1,607−3.9%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF329,819$959.1 萬0.6%+11,928+3.8%加碼–
PGProcter & Gamble CoStock65,618$947.8 萬0.6%−1,234−1.8%減碼歷史
BRK.BBerkshire Hathaway IncStock19,573$938.0 萬0.6%−991−4.8%減碼歷史
iShares S&P 500 Value ETF464287408ETF43,751$923.8 萬0.6%−4,436−9.2%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF296,948$919.4 萬0.6%+11,141+3.9%加碼–
TSLATesla, Inc.Stock24,602$914.6 萬0.6%+549+2.3%加碼歷史
MRKMerck & Co., Inc.Stock76,019$914.4 萬0.6%−697−0.9%減碼歷史
METAMeta Platforms, Inc.Stock15,798$903.9 萬0.6%+272+1.8%加碼歷史
ABBVAbbVie Inc.Stock40,395$878.6 萬0.6%+30.0%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF121,744$854.4 萬0.5%+67+0.1%加碼–
EPDEnterprise Products Partners L.P.Stock221,971$839.9 萬0.5%−5,356−2.4%減碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT217,991$837.5 萬0.5%−3,114−1.4%減碼–
JPMJPMorgan Chase & CoStock27,562$810.8 萬0.5%+1,199+4.5%加碼歷史
KOCoca Cola CoStock105,646$803.4 萬0.5%−1,261−1.2%減碼歷史
MUMicron Technology IncStock22,493$759.9 萬0.5%+15,165+206.9%加碼歷史
VVisa Inc.Stock24,629$744.4 萬0.5%−151−0.6%減碼歷史
Innovator ETFs Trust45783Y731BUFF STEP UP ETF205,710$740.7 萬0.5%−43,201−17.4%減碼–
WMTWalmart Inc.Stock55,023$683.8 萬0.4%−2,070−3.6%減碼歷史
iShares Inc464286681MSCI EQUAL WEITE62,653$637.6 萬0.4%+13,142+26.5%加碼–
Fidelity Covington Trust316092543EMERG MKTS MLTFT198,066$625.5 萬0.4%+88,865+81.4%加碼–
iShares Tr464287150CORE S&P TTL STK42,279$602.2 萬0.4%+2,916+7.4%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF58,050$584.1 萬0.4%+373+0.6%加碼–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF172,363$582.8 萬0.4%+25,904+17.7%加碼–
SPDR Series Trust78464A763ST STR SP DIV39,851$581.6 萬0.4%+244+0.6%加碼–
iShares Core High Dividend ETF46429B663ETF42,841$581.4 萬0.4%+5,651+15.2%加碼–
Schwab US Dividend Equity ETF808524797ETF188,580$578.6 萬0.4%−73,825−28.1%減碼–
PMPhilip Morris International Inc.Stock34,518$570.7 萬0.4%+18+0.1%加碼歷史
COSTCostco Wholesale CorpStock5,714$569.4 萬0.4%+105+1.9%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL112,860$568.5 萬0.4%+105+0.1%加碼–
CVXChevron CorpStock26,565$549.6 萬0.3%−813−3.0%減碼歷史
Fidelity Greenwood Street Tr31624J745HEDGED EQTY ETF186,147$547.6 萬0.3%+55,996+43.0%加碼–
MOAltria Group, Inc.Stock81,802$539.8 萬0.3%+1,457+1.8%加碼歷史
Fidelity Covington Trust316092790QLTY FCTOR ETF72,163$523.9 萬0.3%−37,663−34.3%減碼–
Victory Portfolios II92647X830SHS FR CA FL ETF128,069$505.6 萬0.3%+4,122+3.3%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF34,830$504.0 萬0.3%−41−0.1%減碼–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT25,916$497.4 萬0.3%+1,863+7.7%加碼–
NFLXNetflix IncStock51,112$491.4 萬0.3%+13,083+34.4%加碼歷史
Capital Group Core Balanced14021D107SHS142,527$490.4 萬0.3%+570+0.4%加碼–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT57,745$490.3 萬0.3%−10,273−15.1%減碼–
Vanguard Information Technology ETF92204A702ETF6,628$462.5 萬0.3%+168+2.6%加碼–
Innov Prem Inc 30 Barr - Jan45783Y376ETP189,178$458.6 萬0.3%−7,438−3.8%減碼–
Schwab Emerging Markets Equity ETF808524706ETF138,025$454.8 萬0.3%+6,618+5.0%加碼–
First Tr Exchange Traded FD33738R704RBA INDL ETF40,796$451.9 萬0.3%−2,092−4.9%減碼–
VLOValero Energy CorpStock17,700$437.3 萬0.3%+212+1.2%加碼歷史
First Tr Exchng Traded FD VI33740U737FT VEST US EQT105,188$432.2 萬0.3%−1,100−1.0%減碼–
WisdomTree Tr97717Y477US QUALITY GROW80,423$429.7 萬0.3%−2,155−2.6%減碼–
ARCCAres Capital CorpCEF228,982$412.6 萬0.3%+62,352+37.4%加碼歷史
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE35,816$411.6 萬0.3%+5,015+16.3%加碼–
ETEnergy Transfer LPCOM UT LTD PTN211,975$409.1 萬0.3%+10,299+5.1%加碼歷史
MCDMcDonalds CorpStock12,860$399.7 萬0.3%−873−6.4%減碼歷史
First Tr Exchng Traded FD VI33740U661FT VEST US EQT97,086$395.9 萬0.2%−1,000−1.0%減碼–
iShares Tr464287721U.S. TECH ETF21,691$393.5 萬0.2%−254−1.2%減碼–
Fidelity MSCI Information Technology Index ETF316092808ETF18,418$383.2 萬0.2%+403+2.2%加碼–
iShares Tr46435G524INTL DIV GRWTH45,510$381.2 萬0.2%+443+1.0%加碼–
IBMInternational Business Machines CorpStock15,128$366.7 萬0.2%+756+5.3%加碼歷史
DELLDell Technologies Inc.Stock22,341$366.7 萬0.2%+10.0%加碼歷史
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT92,385$364.2 萬0.2%−1,200−1.3%減碼–
Victory Portfolios II92647X764VICT FR GROW ETF137,598$361.8 萬0.2%+5,697+4.3%加碼–
iShares Core S&P US Value ETF464287663ETF34,543$353.2 萬0.2%−2,895−7.7%減碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT81,821$348.1 萬0.2%−429−0.5%減碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT83,773$336.7 萬0.2%+3,137+3.9%加碼–
BXBlackstone Inc.COM28,647$329.4 萬0.2%+843+3.0%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF24,216$321.8 萬0.2%+873+3.7%加碼–
Tidal ETF Tr88634T774II YIELDMAX NVDA247,000$320.6 萬0.2%+4,538+1.9%加碼–
GSGoldman Sachs Group IncStock3,746$316.9 萬0.2%+50+1.4%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR9,183$310.3 萬0.2%+480+5.5%加碼歷史
First Tr Exchng Traded FD VI33740F771FT VEST US64,889$307.4 萬0.2%−3,219−4.7%減碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF49,024$307.3 萬0.2%+4,532+10.2%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF19,722$305.9 萬0.2%−30.0%減碼–
CSCOCisco Systems, Inc.Stock38,467$298.5 萬0.2%−561−1.4%減碼歷史
WisdomTree Tr97717W547US VALUE FD31,322$296.7 萬0.2%+1,867+6.3%加碼–
iShares Tr464288760US AER DEF ETF13,504$295.4 萬0.2%−229−1.7%減碼–
HCAHCA Healthcare, Inc.COM6,242$295.4 萬0.2%+3,945+171.7%加碼歷史
MAMastercard IncStock5,628$281.2 萬0.2%−299−5.0%減碼歷史
First Trust Rising Dividend Achievers ETF33738R506ETF40,939$279.5 萬0.2%+3,622+9.7%加碼–

2025 年第 4 季之後清倉（166 檔）

2025 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 166 檔。

Sunbelt Securities, Inc. 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Cyberark Software LtdM2682V108SHS1,212$54.1 萬<0.1%–
Simplify Exchange Traded Fun82889N558SIMPLIFY OPPORT21,871$51.0 萬<0.1%–
iShares Inc464286632MSCI ISRAEL ETF3,081$33.9 萬<0.1%–
CCLCarnival Corp Ltd.UNIT 99/99/999910,350$31.6 萬<0.1%歷史
iShares Inc464286822MSCI MEXICO ETF4,431$30.7 萬<0.1%–
iShares Tr464288869MICRO-CAP ETF1,559$24.6 萬<0.1%–
iShares Tr464288851US OIL GS EX ETF2,451$21.9 萬<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF2,437$21.7 萬<0.1%–
BlackRock ETF Trust II092528868ISHA HIGH YI ETF3,411$17.5 萬<0.1%–
HLHecla Mining CoCOM8,005$15.4 萬<0.1%歷史
ProShares Tr74350P675ULTRAPRO SHORT2,000$13.7 萬<0.1%–
ARLPAlliance Resource Partners LPStock4,600$10.7 萬<0.1%歷史
VMCVulcan Materials COCOM309$8.82 萬<0.1%歷史
DHTDHT Holdings, Inc.SHS NEW5,084$6.21 萬<0.1%歷史
CMBTCmb.tech NVSHS5,998$5.79 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U422FT VEST US EQUTY1,750$5.32 萬<0.1%–
CMAComerica IncCOM500$4.35 萬<0.1%歷史
Tidal Trust II88636J642YIEL MAGN 7 ETFS2,927$4.17 萬<0.1%–
Innovator ETFs Trust45784N882EQUITY DEFINED P1,500$3.93 萬<0.1%–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100894$3.30 萬<0.1%–
DIAXNuveen Dow 30sm Dynamic Overwrite FundSHS2,000$3.05 萬<0.1%歷史
CRMLCritical Metals Corp.PUBCO ORD SHS4,000$2.78 萬<0.1%歷史
HRHealthcare Realty Trust IncCL A COM1,629$2.76 萬<0.1%歷史
Roundhill ETF Trust77926X502BITCOIN COVERED961$2.73 萬<0.1%–
First Tr Exchng Traded FD VI33740U802FT VEST U.S.635$2.50 萬<0.1%–
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX1,030$1.70 萬<0.1%–
FYBRFrontier Communications Parent, Inc.COM314$1.20 萬<0.1%歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF138$1.17 萬<0.1%–
KIOKKR Income Opportunities FundCOM1,000$1.16 萬<0.1%歷史
Tidal Tr II88636R669YIELDMAX DORSEY368$9,208<0.1%–
iShares Tr464288794US BR DEL SE ETF41$7,354<0.1%–
WisdomTree Tr97717W570US MIDCAP FUND100$6,680<0.1%–
DBX ETF Tr233051200XTRACK MSCI EAFE138$6,657<0.1%–
CFLTConfluent, Inc.CLASS A COM218$6,592<0.1%歷史
Tidal Trust II88636X104YIELDMAX BITCOIN193$6,514<0.1%–
LYFTLyft, Inc.CL A COM306$5,927<0.1%歷史
EXASExact Sciences CorpCOM58$5,890<0.1%歷史
Tidal Trust II88636J659YIELD UNIVE ETFS582$5,808<0.1%–
CPBCAMPBELL'S CoCOM206$5,741<0.1%歷史
GERNGeron CorpCOM4,100$5,412<0.1%歷史
UMACUnusual Machines, Inc.COM SHS400$5,096<0.1%歷史
ESTCElastic N.V.ORD SHS61$4,602<0.1%歷史
SRRKScholar Rock Holding CorpCOM100$4,405<0.1%歷史
Innovator ETFs Tr45783Y426INTERNATIONAL DE120$3,875<0.1%–
EHCEncompass Health CorpCOM31$3,290<0.1%歷史
GLOBGlobant S.A.COM50$3,268<0.1%歷史
GTLBGitlab Inc.CLASS A COM78$2,927<0.1%歷史
ETHAiShares Ethereum Trust ETFSHS130$2,916<0.1%歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF32$2,893<0.1%–
Innovator ETFs Tr45782C102IBD 50 ETF80$2,785<0.1%–
Pacer Trendpilot US Large Cap ETF69374H105ETF49$2,723<0.1%–
TRUTransUnionCOM31$2,658<0.1%歷史
WSTWest Pharmaceutical Services IncCOM9$2,476<0.1%歷史
Invesco Exch Traded FD Tr II46138E131S&P SMLCAP HIG187$2,395<0.1%–
AMCRAmcor plcCOM NEW284$2,369<0.1%歷史
WKWorkiva IncCOM CL A26$2,242<0.1%歷史
WisdomTree Tr97717W562US SMALLCAP FUND39$2,220<0.1%–
WisdomTree Tr97717X131INTL QULTY DIV53$2,198<0.1%–
Innovator ETFs Tr45782C763IBD BREAKOUT60$2,178<0.1%–
WisdomTree Tr97717Y857US MULTIFACTOR42$2,153<0.1%–
BFAMBright Horizons Family Solutions Inc.COM21$2,129<0.1%歷史
iShares Inc46434G814MSCI MLY ETF NEW75$2,052<0.1%–
DAYDayforce, Inc.COM26$1,798<0.1%歷史
VKTXViking Therapeutics, Inc.COM50$1,759<0.1%歷史
AMRNAmarin Corp PLCSPONSORED ADR124$1,730<0.1%歷史
KRCKilroy Realty CorpCOM46$1,719<0.1%歷史
HHHHoward Hughes Holdings Inc.COM20$1,595<0.1%歷史
ALARAlarum Technologies Ltd.ADR170$1,459<0.1%歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF77$1,432<0.1%–
WisdomTree Tr97717X511YIELD ENHANCD US32$1,410<0.1%–
PARPar Technology CorpCOM38$1,379<0.1%歷史
GESGuess IncCOM77$1,290<0.1%歷史
JAMFJamf Holding Corp.COM95$1,236<0.1%歷史
PCHPotlatchdeltic CorpCOM31$1,233<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM45$1,219<0.1%歷史
CRLCharles River Laboratories International, Inc.COM6$1,197<0.1%歷史
WisdomTree Tr97717W125FUTRE STRAT FD27$1,027<0.1%–
iShares Tr46436E577ISHARES 25+ YR T107$986<0.1%–
APLSApellis Pharmaceuticals, Inc.COM39$980<0.1%歷史
APPFAppfolio IncCOM CL A4$931<0.1%歷史
AEOAmerican Eagle Outfitters IncCOM33$870<0.1%歷史
GTGoodyear Tire & Rubber CoCOM96$841<0.1%歷史
RLIRli CorpCOM13$832<0.1%歷史
HOUSAnywhere Real Estate Inc.COM58$821<0.1%歷史
GILGildan Activewear Inc.Stock13$812<0.1%歷史
LASELaser Photonics CorpCOM300$741<0.1%歷史
INTAIntapp, Inc.COM16$733<0.1%歷史
THSTreeHouse Foods, Inc.COM31$731<0.1%歷史
BF.BBrown Forman CorpStock24$625<0.1%歷史
Sapiens Intl Corp N VG7T16G103SHS14$608<0.1%–
WWayfair Inc.CL A6$602<0.1%歷史
NOGNorthern Oil & Gas, Inc.COM28$597<0.1%歷史
FWONKLiberty Media CorpCOM LBTY ONE S C6$591<0.1%歷史
LBTYALiberty Global Ltd.COM CL A53$590<0.1%歷史
EVEREverQuote, Inc.COM CL A21$567<0.1%歷史
YEXTYext, Inc.COM67$540<0.1%歷史
DENNDENNY'S CorpCOM85$529<0.1%歷史
FLGTFulgent Genetics, Inc.COM20$525<0.1%歷史
EFCEllington Financial Inc.COM38$516<0.1%歷史
UPBUpstream Bio, Inc.COM19$516<0.1%歷史