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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 2 季持倉

持倉截至 2022/6/30，2023/11/7 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
1,639
較 2022 年第 1 季 +13
總值
$2.52 億
較 2022 年第 1 季 −$3,871 萬 (−13.3%)
申報日
2023/11/7
SEC
Sutton Wealth Advisors Inc. 在 2022 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
Schwab U.S. Large-Cap ETF808524201ETF474,873$2,121 萬8.4%+1180.0%加碼–
AAPLApple Inc.Stock132,799$1,816 萬7.2%+433+0.3%加碼歷史
iShares Tr464287622RUS 1000 ETF33,303$691.9 萬2.7%00.0%不變–
ABBVAbbVie Inc.Stock41,684$638.4 萬2.5%+848+2.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF16,854$635.8 萬2.5%−32−0.2%減碼歷史
MSFTMicrosoft CorpStock24,740$635.4 萬2.5%+236+1.0%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF250,200$635.0 萬2.5%+3,534+1.4%加碼–
Vanguard S&P 500 ETF922908363ETF18,267$633.6 萬2.5%+3,060+20.1%加碼–
LECOLincoln Electric Holdings IncCOM50,857$627.4 萬2.5%00.0%不變歷史
iShares Select U.S. REIT ETF464287564ETF86,770$527.3 萬2.1%+4,037+4.9%加碼–
JNJJohnson & JohnsonStock28,904$513.1 萬2.0%+202+0.7%加碼歷史
Schwab U.S. Small-Cap ETF808524607ETF113,173$441.3 萬1.8%−410−0.4%減碼–
iShares Russell Midcap ETF464287499ETF64,599$417.7 萬1.7%+4,972+8.3%加碼–
ABTAbbott LaboratoriesStock37,930$412.1 萬1.6%+144+0.4%加碼歷史
MCDMcDonalds CorpStock14,576$359.9 萬1.4%+37+0.3%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF36,608$338.3 萬1.3%+4,788+15.0%加碼–
GOOGLAlphabet Inc.Stock1,388$302.5 萬1.2%+19+1.4%加碼歷史
JPMJPMorgan Chase & CoStock24,961$281.1 萬1.1%+1,164+4.9%加碼歷史
ADPAutomatic Data Processing IncStock12,313$258.6 萬1.0%+10+0.1%加碼歷史
BACBank of America CorpStock81,452$253.6 萬1.0%+1,569+2.0%加碼歷史
CVXChevron CorpStock16,841$243.8 萬1.0%+553+3.4%加碼歷史
AMZNAmazon Com IncStock22,406$238.0 萬0.9%+726+3.3%加碼依 20 比 1 拆股換算歷史
HDHome Depot, Inc.Stock8,176$224.2 萬0.9%+6+0.1%加碼歷史
BXBlackstone Inc.COM24,051$219.4 萬0.9%+85+0.4%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF52,070$208.8 萬0.8%+83+0.2%加碼–
MRKMerck & Co., Inc.Stock20,999$191.4 萬0.8%+315+1.5%加碼歷史
GOOGAlphabet Inc.Stock865$189.2 萬0.8%+18+2.1%加碼歷史
PGProcter & Gamble CoStock12,009$172.7 萬0.7%+67+0.6%加碼歷史
TSLATesla, Inc.Stock2,429$163.6 萬0.6%+15+0.6%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF25,856$162.2 萬0.6%00.0%不變–
LOWLowes Companies IncStock8,947$156.3 萬0.6%−15−0.2%減碼歷史
ORCLOracle CorpStock21,851$152.7 萬0.6%−40−0.2%減碼歷史
KOCoca Cola CoStock22,920$144.2 萬0.6%−745−3.1%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF7,783$137.1 萬0.5%+38+0.5%加碼–
iShares Select Dividend ETF464287168ETF11,594$136.4 萬0.5%−83−0.7%減碼–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF12,259$134.9 萬0.5%−5,401−30.6%減碼–
UNHUnitedHealth Group IncStock2,624$134.8 萬0.5%+69+2.7%加碼歷史
VVisa Inc.Stock6,647$130.9 萬0.5%+155+2.4%加碼歷史
ACICAmerican Coastal Insurance CorpCOM800,238$124.8 萬0.5%+6,750+0.9%加碼歷史
NEENextera Energy IncStock15,372$119.1 萬0.5%+34+0.2%加碼歷史
PEPPepsiCo IncStock6,856$114.3 萬0.5%+180+2.7%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF5,029$110.0 萬0.4%00.0%不變–
PFEPfizer IncStock20,825$109.2 萬0.4%+547+2.7%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF5,503$108.4 萬0.4%+50+0.9%加碼–
BRK.BBerkshire Hathaway IncStock3,938$107.5 萬0.4%+92+2.4%加碼歷史
METAMeta Platforms, Inc.Stock6,435$103.8 萬0.4%−101−1.5%減碼歷史
VZVerizon Communications IncStock19,980$101.4 萬0.4%+666+3.4%加碼歷史
LLYEli Lilly & CoStock3,041$98.6 萬0.4%+14+0.5%加碼歷史
VLYValley National BancorpCOM88,303$91.9 萬0.4%−440.0%減碼歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF31,037$91.6 萬0.4%00.0%不變–
BMYBristol Myers Squibb CoStock11,792$90.8 萬0.4%+67+0.6%加碼歷史
Swedish Expt CR Corp870297801ROG TTL ETN 22105,369$89.6 萬0.4%−723−0.7%減碼–
NVDANVIDIA CorpStock5,426$82.3 萬0.3%+490+9.9%加碼歷史
TXNTexas Instruments IncStock5,327$81.8 萬0.3%+133+2.6%加碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF30,239$81.6 萬0.3%00.0%不變–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF11,023$79.6 萬0.3%00.0%不變–
LMTLockheed Martin CorpStock1,841$79.2 萬0.3%+79+4.5%加碼歷史
UNPUnion Pacific CorpStock3,655$78.0 萬0.3%+6+0.2%加碼歷史
CICigna GroupStock2,921$77.0 萬0.3%+6+0.2%加碼歷史
CATCaterpillar IncStock4,237$75.7 萬0.3%−6−0.1%減碼歷史
iShares Russell 2000 ETF464287655ETF4,419$74.8 萬0.3%00.0%不變–
DEDeere & CoStock2,420$72.5 萬0.3%+3+0.1%加碼歷史
DHRDanaher CorpStock2,773$70.3 萬0.3%−12−0.4%減碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF25,839$69.8 萬0.3%+11,165+76.1%加碼–
Schwab International Equity ETF808524805ETF21,204$66.7 萬0.3%−400−1.9%減碼–
MAMastercard IncStock2,031$64.1 萬0.3%+117+6.1%加碼歷史
AMGNAmgen IncStock2,571$62.6 萬0.2%+10.0%加碼歷史
ELVElevance Health, Inc.Stock1,282$61.9 萬0.2%+3+0.2%加碼歷史
INTCIntel CorpStock16,375$61.3 萬0.2%−310−1.9%減碼歷史
iShares S&P 500 Growth ETF464287309ETF10,112$61.0 萬0.2%00.0%不變–
XOMExxonMobil Holdings CorpCOM6,923$59.3 萬0.2%+213+3.2%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS11,714$59.2 萬0.2%−2,666−18.5%減碼–
QCOMQualcomm IncStock4,435$56.7 萬0.2%+42+1.0%加碼歷史
SPGIS&P Global Inc.Stock1,635$55.1 萬0.2%−17−1.0%減碼歷史
TGTTarget CorpStock3,889$54.9 萬0.2%+222+6.1%加碼歷史
MDLZMondelez International, Inc.Stock8,495$52.7 萬0.2%+105+1.3%加碼歷史
LRCXLam Research CorpCOM1,230$52.4 萬0.2%+3+0.2%加碼歷史
Pacer FDS Tr69374H519SWAN SOS MODERAT25,444$52.2 萬0.2%00.0%不變–
AMATApplied Materials IncStock5,714$52.0 萬0.2%+42+0.7%加碼歷史
AXPAmerican Express CoStock3,737$51.8 萬0.2%−19−0.5%減碼歷史
iShares Tr464288281JPMORGAN USD EMG5,823$49.7 萬0.2%+809+16.1%加碼–
PGRProgressive CorpStock4,254$49.5 萬0.2%+29+0.7%加碼歷史
ADBEAdobe Inc.Stock1,306$47.8 萬0.2%+25+2.0%加碼歷史
TMUST-Mobile US, Inc.Stock3,513$47.3 萬0.2%+65+1.9%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF8,052$46.7 萬0.2%00.0%不變–
iShares Core S&P 500 ETF464287200ETF1,221$46.3 萬0.2%+139+12.8%加碼–
DUKDuke Energy CORPStock4,238$45.4 萬0.2%+400+10.4%加碼歷史
TJXTJX Companies IncStock7,992$44.6 萬0.2%+27+0.3%加碼歷史
CMCSAComcast CorpStock11,219$44.0 萬0.2%−144−1.3%減碼歷史
UPSUnited Parcel Service IncStock2,315$42.3 萬0.2%+25+1.1%加碼歷史
CCICrown Castle Inc.REIT2,477$41.7 萬0.2%+16+0.7%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,662$41.3 萬0.2%+3+0.1%加碼歷史
IBMInternational Business Machines CorpStock2,923$41.3 萬0.2%+25+0.9%加碼歷史
CLColgate Palmolive CoStock5,115$41.0 萬0.2%+33+0.6%加碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF14,033$40.8 萬0.2%+4,141+41.9%加碼–
PMPhilip Morris International Inc.Stock4,095$40.4 萬0.2%−36−0.9%減碼歷史
COPConocoPhillipsStock4,469$40.1 萬0.2%+9+0.2%加碼歷史
CRMSalesforce, Inc.Stock2,425$40.0 萬0.2%+68+2.9%加碼歷史
TMOThermo Fisher Scientific Inc.Stock724$39.3 萬0.2%+32+4.6%加碼歷史
MSIMotorola Solutions, Inc.Stock1,856$38.9 萬0.2%−2−0.1%減碼歷史

2022 年第 1 季之後清倉（105 檔）

2022 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 105 檔。

Sutton Wealth Advisors Inc. 在 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
FSLYFastly, Inc.CL A10,552$18.3 萬0.1%歷史
SHLSShoals Technologies Group, Inc.CL A6,835$11.6 萬<0.1%歷史
Discovery Inc25470F302COM SER C4,526$11.3 萬<0.1%–
SAGESage Therapeutics, Inc.COM2,979$9.86 萬<0.1%歷史
ZNGAZynga IncCL A4,922$4.55 萬<0.1%歷史
REGIRenewable Energy Group, Inc.COM NEW710$4.31 萬<0.1%歷史
EPAYBottomline Technologies IncCOM752$4.26 萬<0.1%歷史
FLOWSPX FLOW, Inc.COM493$4.25 萬<0.1%歷史
SNOWSnowflake Inc.Stock179$4.10 萬<0.1%歷史
ISBCInvestors Bancorp, Inc.COM2,543$3.80 萬<0.1%歷史
XHRXenia Hotels & Resorts, Inc.COM1,613$3.11 萬<0.1%歷史
US Ecology, Inc.91734M103COM397$1.90 萬<0.1%–
NKTRNektar TherapeuticsCOM3,153$1.70 萬<0.1%歷史
SIISprott Inc.COM NEW337$1.69 萬<0.1%歷史
NEONeogenomics IncCOM NEW1,367$1.66 萬<0.1%歷史
SAFESafehold Inc.COM267$1.48 萬<0.1%歷史
FOEFerro CorpCOM577$1.25 萬<0.1%歷史
CLBCore Laboratories Inc.COM313$9,900<0.1%歷史
COLLCollegium Pharmaceutical, IncCOM470$9,569<0.1%歷史
QUREuniQure N.V.SHS514$9,288<0.1%歷史
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS100$9,176<0.1%歷史
MCSMarcus CorpCOM487$8,620<0.1%歷史
ITOSiTeos Therapeutics, Inc.COM266$8,560<0.1%歷史
RRGBRed Robin Gourmet Burgers IncCOM504$8,497<0.1%歷史
RDNTRadNet, Inc.COM358$8,008<0.1%歷史
APEIAmerican Public Education IncStock353$7,498<0.1%歷史
RNGRingCentral, Inc.CL A54$6,329<0.1%歷史
PGREParamount Group, Inc.COM521$5,684<0.1%歷史
FRGIFiesta Restaurant Group, Inc.COM704$5,262<0.1%歷史
LYVLive Nation Entertainment, Inc.COM38$4,470<0.1%歷史
TFXTeleflex IncCOM10$3,548<0.1%歷史
PBCTPeople's United Financial, Inc.COM152$3,038<0.1%歷史
HSBCHSBC Holdings PLCSPON ADR NEW81$2,772<0.1%歷史
ZSZscaler, Inc.Stock11$2,654<0.1%歷史
IPGPIpg Photonics CorpCOM19$2,085<0.1%歷史
iShares Tr464287184CHINA LG-CAP ETF65$2,078<0.1%–
VMWVmware LLCCL A COM15$1,708<0.1%歷史
PVHPVH Corp.COM22$1,685<0.1%歷史
MRVLMarvell Technology, Inc.COM22$1,578<0.1%歷史
CABOCable One, Inc.COM1$1,464<0.1%歷史
HUBSHubSpot IncCOM3$1,425<0.1%歷史
NVCRNovoCure LtdORD SHS17$1,408<0.1%歷史
IIMInvesco Value Municipal Income TrustCOM100$1,394<0.1%歷史
MTDMettler Toledo International IncCOM1$1,373<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM8$1,306<0.1%歷史
DOCUDocuSign, Inc.Stock12$1,285<0.1%歷史
IOVAIovance Biotherapeutics, Inc.COM76$1,265<0.1%歷史
PSFEPaysafe LtdSHS367$1,244<0.1%歷史
SAIASaia IncCOM5$1,219<0.1%歷史
PCGPG&E CorpStock101$1,206<0.1%歷史
UPSTUpstart Holdings, Inc.COM11$1,200<0.1%歷史
PNWPinnacle West Capital CorpCOM15$1,172<0.1%歷史
BMRNBiomarin Pharmaceutical IncCOM15$1,157<0.1%歷史
CLVTClarivate PLCORD SHS69$1,156<0.1%歷史
MSAMSA Safety IncCOM8$1,062<0.1%歷史
EXASExact Sciences CorpCOM15$1,049<0.1%歷史
CRUSCirrus Logic, Inc.Stock12$1,017<0.1%歷史
WTSWatts Water Technologies IncCL A7$977<0.1%歷史
CADECadence BancorporationEQUITY US CM32$936<0.1%歷史
COLMColumbia Sportswear CoCOM10$905<0.1%歷史
DANDANA IncCOM51$896<0.1%歷史
ICUIIcu Medical IncCOM4$891<0.1%歷史
FDSFactset Research Systems IncStock2$868<0.1%歷史
FNDFloor & Decor Holdings, Inc.CL A10$810<0.1%歷史
SRCLStericycle IncCOM13$766<0.1%歷史
QNSTQuinstreet, IncCOM62$719<0.1%歷史
CBRLCracker Barrel Old Country Store, IncCOM6$712<0.1%歷史
DKSDick's Sporting Goods, Inc.Stock7$700<0.1%歷史
HPPHudson Pacific Properties, Inc.COM25$694<0.1%歷史
iShares Tr464289859CORE 80 20 ETF10$689<0.1%–
MMSMaximus, Inc.COM9$675<0.1%歷史
SIXSix Flags Entertainment CorpCOM15$653<0.1%歷史
HIWHighwoods Properties, Inc.COM13$595<0.1%歷史
MLKNMillerknoll, Inc.COM17$588<0.1%歷史
COTYCoty Inc.COM CL A65$584<0.1%歷史
CNOCNO Financial Group, Inc.COM23$577<0.1%歷史
SLGSL Green Realty CorpCOM7$568<0.1%歷史
SABRSabre CorpCOM49$560<0.1%歷史
MIMEMimecast LtdORD SHS7$557<0.1%歷史
NATINational Instruments CorpCOM13$528<0.1%歷史
WWWW International, Inc.COM51$522<0.1%歷史
RRyder System IncCOM6$476<0.1%歷史
KMPRKEMPER CorpCOM7$396<0.1%歷史
RHRHCOM1$326<0.1%歷史
MZTIMarzetti CoCOM2$298<0.1%歷史
UMBFUmb Financial CorpCOM3$291<0.1%歷史
TNDMTandem Diabetes Care IncCOM NEW2$233<0.1%歷史
PENPenumbra IncCOM1$222<0.1%歷史
BRKLBrookline Bancorp IncCOM14$221<0.1%歷史
RCReady Capital CorpCOM14$211<0.1%歷史
WORWorthington Enterprises, Inc.COM4$206<0.1%歷史
SXIStandex International CorpCOM2$200<0.1%歷史
ASTIAscent Solar Technologies, Inc.COM22$182<0.1%歷史
ONLOrion Properties Inc.REIT12$168<0.1%歷史
WYNNWynn Resorts LtdCOM2$159<0.1%歷史
VSATViasat IncCOM3$146<0.1%歷史
AIVApartment Investment & Management CoCL A20$146<0.1%歷史
DHCDiversified Healthcare TrustCOM SH BEN INT41$131<0.1%歷史
HAYNHaynes International IncCOM NEW3$128<0.1%歷史
MPAAMotorcar Parts of America IncCOM7$125<0.1%歷史