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Livermore
Livermore
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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
最新申報
2023/11/8

2022 年第 1 季持倉

持倉截至 2022/3/31，2023/11/7 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
1,626
較 2021 年第 4 季 −42
總值
$2.91 億
較 2021 年第 4 季 −$941.8 萬 (−3.1%)
申報日
2023/11/7
SEC
Sutton Wealth Advisors Inc. 在 2022 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
Schwab U.S. Large-Cap ETF808524201ETF474,755$2,557 萬8.8%00.0%不變依 2 比 1 拆股換算–
AAPLApple Inc.Stock132,366$2,311 萬8.0%+802+0.6%加碼歷史
iShares Tr464287622RUS 1000 ETF33,303$832.8 萬2.9%−360−1.1%減碼–
SPYSPDR S&P 500 ETF TrustETF16,886$762.7 萬2.6%+216+1.3%加碼歷史
MSFTMicrosoft CorpStock24,504$755.5 萬2.6%−319−1.3%減碼歷史
LECOLincoln Electric Holdings IncCOM50,857$700.9 萬2.4%−729−1.4%減碼歷史
Schwab Emerging Markets Equity ETF808524706ETF246,666$685.0 萬2.4%+9,788+4.1%加碼–
ABBVAbbVie Inc.Stock40,836$662.0 萬2.3%−572−1.4%減碼歷史
Vanguard S&P 500 ETF922908363ETF15,207$631.4 萬2.2%+3,964+35.3%加碼–
iShares Select U.S. REIT ETF464287564ETF82,733$587.5 萬2.0%+4,957+6.4%加碼–
Schwab U.S. Small-Cap ETF808524607ETF113,583$537.9 萬1.9%−1,697−1.5%減碼依 2 比 1 拆股換算–
JNJJohnson & JohnsonStock28,702$508.7 萬1.8%+209+0.7%加碼歷史
iShares Russell Midcap ETF464287499ETF59,627$465.3 萬1.6%+4,664+8.5%加碼–
ABTAbbott LaboratoriesStock37,786$447.2 萬1.5%+40+0.1%加碼歷史
GOOGLAlphabet Inc.Stock1,369$380.8 萬1.3%+15+1.1%加碼歷史
MCDMcDonalds CorpStock14,539$359.5 萬1.2%−1,151−7.3%減碼歷史
AMZNAmazon Com IncStock1,084$353.4 萬1.2%+8+0.7%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF31,820$343.3 萬1.2%+5,413+20.5%加碼–
BACBank of America CorpStock79,883$329.3 萬1.1%+131+0.2%加碼歷史
JPMJPMorgan Chase & CoStock23,797$324.4 萬1.1%+398+1.7%加碼歷史
BXBlackstone Inc.COM23,966$304.2 萬1.0%−1,005−4.0%減碼歷史
ADPAutomatic Data Processing IncStock12,303$279.9 萬1.0%+60.0%加碼歷史
CVXChevron CorpStock16,288$265.2 萬0.9%+747+4.8%加碼歷史
ACICAmerican Coastal Insurance CorpCOM793,488$262.6 萬0.9%+60.0%加碼歷史
TSLATesla, Inc.Stock2,414$260.1 萬0.9%+19+0.8%加碼歷史
HDHome Depot, Inc.Stock8,170$244.5 萬0.8%+271+3.4%加碼歷史
GOOGAlphabet Inc.Stock847$236.6 萬0.8%+17+2.0%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF51,987$234.7 萬0.8%−500−1.0%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF17,660$213.6 萬0.7%−2,781−13.6%減碼–
Schwab U.S. Mid-Cap ETF808524508ETF25,856$196.1 萬0.7%−42−0.2%減碼–
PGProcter & Gamble CoStock11,942$182.5 萬0.6%−508−4.1%減碼歷史
LOWLowes Companies IncStock8,962$181.2 萬0.6%+27+0.3%加碼歷史
ORCLOracle CorpStock21,891$181.1 萬0.6%−1,259−5.4%減碼歷史
MRKMerck & Co., Inc.Stock20,684$169.7 萬0.6%+219+1.1%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF7,745$164.6 萬0.6%+144+1.9%加碼–
iShares Select Dividend ETF464287168ETF11,677$149.6 萬0.5%+1,193+11.4%加碼–
KOCoca Cola CoStock23,665$146.7 萬0.5%+443+1.9%加碼歷史
METAMeta Platforms, Inc.Stock6,536$145.3 萬0.5%+115+1.8%加碼歷史
VVisa Inc.Stock6,492$144.0 萬0.5%+51+0.8%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF5,029$139.6 萬0.5%−19−0.4%減碼–
BRK.BBerkshire Hathaway IncStock3,846$135.7 萬0.5%−8−0.2%減碼歷史
NVDANVIDIA CorpStock4,936$134.7 萬0.5%+276+5.9%加碼歷史
UNHUnitedHealth Group IncStock2,555$130.3 萬0.4%+71+2.9%加碼歷史
NEENextera Energy IncStock15,338$129.9 萬0.4%+8+0.1%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF5,453$129.7 萬0.4%+362+7.1%加碼–
VLYValley National BancorpCOM88,347$115.0 萬0.4%00.0%不變歷史
PEPPepsiCo IncStock6,676$111.7 萬0.4%+205+3.2%加碼歷史
PFEPfizer IncStock20,278$105.0 萬0.4%+343+1.7%加碼歷史
DEDeere & CoStock2,417$100.4 萬0.3%+9+0.4%加碼歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF31,037$100.2 萬0.3%+25,512+461.8%加碼–
UNPUnion Pacific CorpStock3,649$99.7 萬0.3%+8+0.2%加碼歷史
VZVerizon Communications IncStock19,314$98.4 萬0.3%+243+1.3%加碼歷史
TXNTexas Instruments IncStock5,194$95.3 萬0.3%+124+2.4%加碼歷史
CATCaterpillar IncStock4,243$94.5 萬0.3%+33+0.8%加碼歷史
Swedish Expt CR Corp870297801ROG TTL ETN 22106,092$93.0 萬0.3%−3,920−3.6%減碼–
iShares Russell 2000 ETF464287655ETF4,419$90.7 萬0.3%−35−0.8%減碼–
Innovator ETFs Trust45782C417US EQTY PWR BUF30,239$88.7 萬0.3%+24,014+385.8%加碼–
LLYEli Lilly & CoStock3,027$86.7 萬0.3%+175+6.1%加碼歷史
BMYBristol Myers Squibb CoStock11,725$85.6 萬0.3%+68+0.6%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF11,023$83.7 萬0.3%00.0%不變–
INTCIntel CorpStock16,685$82.7 萬0.3%−144−0.9%減碼歷史
DHRDanaher CorpStock2,785$81.7 萬0.3%+12+0.4%加碼歷史
Schwab International Equity ETF808524805ETF21,604$79.3 萬0.3%−650−2.9%減碼–
TGTTarget CorpStock3,667$77.8 萬0.3%+87+2.4%加碼歷史
LMTLockheed Martin CorpStock1,762$77.8 萬0.3%+106+6.4%加碼歷史
iShares S&P 500 Growth ETF464287309ETF10,112$77.2 萬0.3%00.0%不變–
AMATApplied Materials IncStock5,672$74.8 萬0.3%+21+0.4%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS14,380$74.4 萬0.3%−2,655−15.6%減碼–
AXPAmerican Express CoStock3,756$70.2 萬0.2%+21+0.6%加碼歷史
CICigna GroupStock2,915$69.8 萬0.2%+13+0.4%加碼歷史
MAMastercard IncStock1,914$68.4 萬0.2%+19+1.0%加碼歷史
SPGIS&P Global Inc.Stock1,652$67.8 萬0.2%+32+2.0%加碼歷史
QCOMQualcomm IncStock4,393$67.1 萬0.2%+26+0.6%加碼歷史
LRCXLam Research CorpCOM1,227$66.0 萬0.2%−1−0.1%減碼歷史
ELVElevance Health, Inc.Stock1,279$62.8 萬0.2%+8+0.6%加碼歷史
AMGNAmgen IncStock2,570$62.1 萬0.2%+14+0.5%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF8,052$60.2 萬0.2%00.0%不變依 2 比 1 拆股換算–
IDXXIDEXX Laboratories IncCOM1,070$58.5 萬0.2%+8+0.8%加碼歷史
ADBEAdobe Inc.Stock1,281$58.4 萬0.2%+6+0.5%加碼歷史
Pacer FDS Tr69374H519SWAN SOS MODERAT25,444$57.2 萬0.2%+12,205+92.2%加碼–
DISWalt Disney CoStock4,159$57.0 萬0.2%+81+2.0%加碼歷史
XOMExxonMobil Holdings CorpCOM6,710$55.4 萬0.2%+221+3.4%加碼歷史
CSCOCisco Systems, Inc.Stock9,828$54.8 萬0.2%−212−2.1%減碼歷史
CMCSAComcast CorpStock11,363$53.2 萬0.2%+76+0.7%加碼歷史
MDLZMondelez International, Inc.Stock8,390$52.7 萬0.2%00.0%不變歷史
CRMSalesforce, Inc.Stock2,357$50.0 萬0.2%+21+0.9%加碼歷史
UPSUnited Parcel Service IncStock2,290$49.1 萬0.2%+16+0.7%加碼歷史
iShares Core S&P 500 ETF464287200ETF1,082$49.1 萬0.2%+15+1.4%加碼–
iShares Tr464288281JPMORGAN USD EMG5,014$49.0 萬0.2%−92−1.8%減碼–
TJXTJX Companies IncStock7,965$48.3 萬0.2%+45+0.6%加碼歷史
Invesco QQQ Trust Series I46090E103ETF1,331$48.2 萬0.2%−10−0.7%減碼–
PGRProgressive CorpStock4,225$48.2 萬0.2%+29+0.7%加碼歷史
CCICrown Castle Inc.REIT2,461$45.4 萬0.2%+5+0.2%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,659$45.3 萬0.2%+16+0.6%加碼歷史
MSIMotorola Solutions, Inc.Stock1,858$45.0 萬0.2%00.0%不變歷史
COPConocoPhillipsStock4,460$44.6 萬0.2%+21+0.5%加碼歷史
TMUST-Mobile US, Inc.Stock3,448$44.3 萬0.2%+34+1.0%加碼歷史
SBUXStarbucks CorpStock4,835$44.0 萬0.2%−23−0.5%減碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF14,674$43.5 萬0.1%+6,499+79.5%加碼–
DUKDuke Energy CORPStock3,838$42.9 萬0.1%+577+17.7%加碼歷史

2021 年第 4 季之後清倉（136 檔）

2021 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 136 檔。

Sutton Wealth Advisors Inc. 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
CONECyrusOne Holdco LLCCOM3,850$34.5 萬0.1%歷史
NUANNuance Communications, Inc.COM4,164$23.0 萬0.1%歷史
ONBOld National BancorpStock4,350$7.88 萬<0.1%歷史
GWBGreat Western Bancorp, Inc.COM1,910$6.49 萬<0.1%歷史
BYNDBeyond Meat, Inc.COM804$5.24 萬<0.1%歷史
MGLNMagellan Health IncCOM NEW494$4.69 萬<0.1%歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF1,054$3.25 萬<0.1%–
Vanguard Ftse Developed Markets ETF921943858ETF602$3.07 萬<0.1%–
EPCEdgewell Personal Care CoCOM638$2.92 萬<0.1%歷史
FMBIFirst Midwest Bancorp IncCOM1,359$2.78 萬<0.1%歷史
Vanguard Morningstar Small-Cap Value ETF922908611ETF154$2.75 萬<0.1%–
HTHHilltop Holdings Inc.COM755$2.65 萬<0.1%歷史
MDPediatrix Medical Group, Inc.COM950$2.58 萬<0.1%歷史
TREELendingTree, Inc.COM181$2.22 萬<0.1%歷史
XLNXXilinx IncCOM100$2.12 萬<0.1%歷史
KRAKraton CorpCOM457$2.12 萬<0.1%歷史
Vanguard Intermediate-Term Bond ETF921937819ETF230$2.02 萬<0.1%–
ECHOEchoStar CORPCL A423$1.11 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR83$9,860<0.1%歷史
VNDAVanda Pharmaceuticals Inc.COM536$8,410<0.1%歷史
CPSCooper-Standard Holdings Inc.COM368$8,247<0.1%歷史
OSPNOneSpan Inc.COM436$7,381<0.1%歷史
JYNTJOINT CorpCOM111$7,292<0.1%歷史
INFOIHS Markit Ltd.SHS54$7,178<0.1%歷史
MTRXMatrix Service CoCOM917$6,896<0.1%歷史
ZYXIZynex IncCOM679$6,770<0.1%歷史
POWLPowell Industries IncStock170$5,013<0.1%歷史
Schwab Fundamental International Equity ETF808524755ETF108$3,497<0.1%–
TTDTrade Desk, Inc.Stock32$2,932<0.1%歷史
MOHMolina Healthcare, Inc.COM6$1,908<0.1%歷史
RIVNRivian Automotive, Inc.Stock18$1,866<0.1%歷史
Royal Dutch Shell PLC780259107SPON ADR B43$1,864<0.1%–
CERNCERNER CorpCOM19$1,765<0.1%歷史
CSGPCostar Group, Inc.COM19$1,502<0.1%歷史
AGLagilon health, inc.COM53$1,431<0.1%歷史
FTITechnipFMC plcCOM231$1,368<0.1%歷史
HEI.AHeico CorpCL A10$1,285<0.1%歷史
NDSNNordson CorpCOM5$1,276<0.1%歷史
PLUGPlug Power IncStock44$1,242<0.1%歷史
SGENSeagen Inc.COM8$1,237<0.1%歷史
STNEStoneCo Ltd.COM73$1,231<0.1%歷史
OPTUOptimum Communications, Inc.CL A74$1,197<0.1%歷史
PPLIPeople IncCOM NEW9$1,176<0.1%歷史
SWISolarWinds CorpCOM80$1,135<0.1%歷史
TWOU2U, LLCCOM55$1,104<0.1%歷史
GHGuardant Health, Inc.COM11$1,100<0.1%歷史
TXG10x Genomics, Inc.CL A COM7$1,043<0.1%歷史
OPENOpendoor Technologies Inc.COM69$1,008<0.1%歷史
SGISomnigroup International Inc.COM21$988<0.1%歷史
WWayfair Inc.CL A5$950<0.1%歷史
TOLToll Brothers, Inc.COM13$941<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM26$930<0.1%歷史
IBKRInteractive Brokers Group, Inc.Stock11$874<0.1%歷史
GTGoodyear Tire & Rubber CoCOM40$853<0.1%歷史
FOXFFox Factory Holding CorpCOM5$851<0.1%歷史
SLABSilicon Laboratories Inc.Stock4$826<0.1%歷史
ARWRArrowhead Pharmaceuticals, Inc.COM12$796<0.1%歷史
LPXLouisiana-Pacific CorpCOM10$784<0.1%歷史
CROXCrocs, Inc.COM6$769<0.1%歷史
FFINFirst Financial Bankshares IncCOM15$763<0.1%歷史
IAAIAA, Inc.COM15$759<0.1%歷史
ASHAshland Inc.COM7$754<0.1%歷史
VVVValvoline IncCOM20$746<0.1%歷史
HELEHelen of Troy LtdStock3$733<0.1%歷史
NVAXNovavax IncCOM NEW5$715<0.1%歷史
Flagstar Bank, National Association649445103COM57$696<0.1%–
STLSterling BancorpCOM27$696<0.1%歷史
SSDSimpson Manufacturing Co., Inc.COM5$695<0.1%歷史
EXPEagle Materials IncCOM4$666<0.1%歷史
ZDZiff Davis, Inc.COM6$665<0.1%歷史
JBLUJetBlue Airways CorpCOM46$655<0.1%歷史
MEDPMedpace Holdings, Inc.COM3$653<0.1%歷史
CHHChoice Hotels International IncCOM4$624<0.1%歷史
EFOREverforth IncCOM5$617<0.1%歷史
AVNTAvient CorpCOM11$615<0.1%歷史
PRIPrimerica, Inc.Stock4$613<0.1%歷史
APPSDigital Turbine, Inc.COM NEW10$610<0.1%歷史
TMHCTaylor Morrison Home CorpCOM17$594<0.1%歷史
SITMSITIME CorpCOM2$585<0.1%歷史
HRHealthcare Realty Trust IncCOM18$570<0.1%歷史
CITCit Group IncCOM NEW11$565<0.1%歷史
ENVEnvestnet, Inc.COM7$555<0.1%歷史
PSBPS Business Parks, Inc.COM3$553<0.1%歷史
ENOVEnovis CORPCOM12$552<0.1%歷史
STAAStaar Surgical CoCOM PAR $0.016$548<0.1%歷史
NEOGNeogen CorpCOM12$545<0.1%歷史
PRGOPERRIGO Co plcSHS14$545<0.1%歷史
EVREvercore Inc.CLASS A4$543<0.1%歷史
QDELQuidelOrtho CorpCOM4$540<0.1%歷史
SMTCSemtech CorpStock6$534<0.1%歷史
PZZAPapa Johns International IncStock4$534<0.1%歷史
ETRNMidstream Co LLCCOM51$527<0.1%歷史
FRGFranchise Group, Inc.COM10$522<0.1%歷史
WINGWingstop Inc.COM3$518<0.1%歷史
HAINHain Celestial Group IncCOM12$511<0.1%歷史
CRICarters IncCOM5$506<0.1%歷史
SAMBoston Beer Co IncCL A1$505<0.1%歷史
VMIValmont Industries IncCOM2$501<0.1%歷史
AEOAmerican Eagle Outfitters IncCOM19$481<0.1%歷史
COUPCoupa Software IncCOM3$474<0.1%歷史