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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 3 季持倉

持倉截至 2022/9/30，2023/11/7 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
1,636
較 2022 年第 2 季 −3
總值
$2.46 億
較 2022 年第 2 季 −$623.4 萬 (−2.5%)
申報日
2023/11/7
SEC
Sutton Wealth Advisors Inc. 在 2022 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
Schwab U.S. Large-Cap ETF808524201ETF474,567$2,010 萬8.2%−306−0.1%減碼–
AAPLApple Inc.Stock134,862$1,864 萬7.6%+2,063+1.6%加碼歷史
Vanguard S&P 500 ETF922908363ETF21,280$698.6 萬2.8%+3,013+16.5%加碼–
iShares Tr464287622RUS 1000 ETF32,251$636.4 萬2.6%−1,052−3.2%減碼–
LECOLincoln Electric Holdings IncCOM50,442$634.2 萬2.6%−415−0.8%減碼歷史
SPYSPDR S&P 500 ETF TrustETF16,935$604.9 萬2.5%+81+0.5%加碼歷史
MSFTMicrosoft CorpStock25,346$590.3 萬2.4%+606+2.4%加碼歷史
ABBVAbbVie Inc.Stock42,563$571.2 萬2.3%+879+2.1%加碼歷史
Schwab Emerging Markets Equity ETF808524706ETF254,346$569.7 萬2.3%+4,146+1.7%加碼–
JNJJohnson & JohnsonStock29,472$481.5 萬2.0%+568+2.0%加碼歷史
iShares Select U.S. REIT ETF464287564ETF85,258$457.5 萬1.9%−1,512−1.7%減碼–
Schwab U.S. Small-Cap ETF808524607ETF111,571$421.7 萬1.7%−1,602−1.4%減碼–
iShares Russell Midcap ETF464287499ETF66,323$412.2 萬1.7%+1,724+2.7%加碼–
ABTAbbott LaboratoriesStock37,413$362.0 萬1.5%−517−1.4%減碼歷史
MCDMcDonalds CorpStock14,848$342.6 萬1.4%+272+1.9%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF39,001$340.0 萬1.4%+2,393+6.5%加碼–
ADPAutomatic Data Processing IncStock12,346$279.3 萬1.1%+33+0.3%加碼歷史
AMZNAmazon Com IncStock24,220$273.7 萬1.1%+1,814+8.1%加碼歷史
GOOGLAlphabet Inc.Stock27,943$267.3 萬1.1%+183+0.7%加碼依 20 比 1 拆股換算歷史
CVXChevron CorpStock18,556$266.6 萬1.1%+1,715+10.2%加碼歷史
JPMJPMorgan Chase & CoStock25,494$266.4 萬1.1%+533+2.1%加碼歷史
HDHome Depot, Inc.Stock8,929$246.4 萬1.0%+753+9.2%加碼歷史
BACBank of America CorpStock81,072$244.8 萬1.0%−380−0.5%減碼歷史
BXBlackstone Inc.COM24,993$209.2 萬0.9%+942+3.9%加碼歷史
TSLATesla, Inc.Stock7,378$195.7 萬0.8%+91+1.2%加碼依 3 比 1 拆股換算歷史
MRKMerck & Co., Inc.Stock22,035$189.8 萬0.8%+1,036+4.9%加碼歷史
GOOGAlphabet Inc.Stock19,170$184.3 萬0.8%+1,870+10.8%加碼依 20 比 1 拆股換算歷史
iShares Tr464287234MSCI EMG MKT ETF48,434$168.9 萬0.7%−3,636−7.0%減碼–
LOWLowes Companies IncStock8,921$167.5 萬0.7%−26−0.3%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF25,838$156.4 萬0.6%−18−0.1%減碼–
PGProcter & Gamble CoStock11,931$150.6 萬0.6%−78−0.6%減碼歷史
ORCLOracle CorpStock21,857$133.5 萬0.5%+60.0%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF7,799$133.3 萬0.5%+16+0.2%加碼–
VVisa Inc.Stock7,294$129.6 萬0.5%+647+9.7%加碼歷史
KOCoca Cola CoStock22,742$127.4 萬0.5%−178−0.8%減碼歷史
iShares Select Dividend ETF464287168ETF11,594$124.3 萬0.5%00.0%不變–
UNHUnitedHealth Group IncStock2,460$124.2 萬0.5%−164−6.3%減碼歷史
NEENextera Energy IncStock15,449$121.1 萬0.5%+77+0.5%加碼歷史
PEPPepsiCo IncStock7,123$116.3 萬0.5%+267+3.9%加碼歷史
BRK.BBerkshire Hathaway IncStock3,943$105.3 萬0.4%+5+0.1%加碼歷史
PFEPfizer IncStock24,058$105.3 萬0.4%+3,233+15.5%加碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF10,177$104.3 萬0.4%−2,082−17.0%減碼–
LLYEli Lilly & CoStock3,208$103.7 萬0.4%+167+5.5%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF5,497$103.3 萬0.4%−6−0.1%減碼–
iShares Russell 1000 Growth ETF464287614ETF4,700$98.9 萬0.4%−329−6.5%減碼–
VLYValley National BancorpCOM88,394$95.5 萬0.4%+91+0.1%加碼歷史
VZVerizon Communications IncStock24,723$93.9 萬0.4%+4,743+23.7%加碼歷史
DEDeere & CoStock2,765$92.3 萬0.4%+345+14.3%加碼歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF31,037$90.4 萬0.4%00.0%不變–
LMTLockheed Martin CorpStock2,288$88.4 萬0.4%+447+24.3%加碼歷史
TXNTexas Instruments IncStock5,565$86.1 萬0.4%+238+4.5%加碼歷史
METAMeta Platforms, Inc.Stock6,220$84.4 萬0.3%−215−3.3%減碼歷史
BMYBristol Myers Squibb CoStock11,737$83.4 萬0.3%−55−0.5%減碼歷史
UNPUnion Pacific CorpStock4,242$82.6 萬0.3%+587+16.1%加碼歷史
CICigna GroupStock2,921$81.0 萬0.3%00.0%不變歷史
Swedish Expt CR Corp870297801ROG TTL ETN 22103,259$81.0 萬0.3%−2,110−2.0%減碼–
Innovator ETFs Trust45782C417US EQTY PWR BUF30,204$80.3 萬0.3%−35−0.1%減碼–
NVDANVIDIA CorpStock6,409$77.8 萬0.3%+983+18.1%加碼歷史
CATCaterpillar IncStock4,555$74.7 萬0.3%+318+7.5%加碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF11,023$73.6 萬0.3%00.0%不變–
iShares Russell 2000 ETF464287655ETF4,419$72.9 萬0.3%00.0%不變–
DHRDanaher CorpStock2,787$72.0 萬0.3%+14+0.5%加碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF25,839$68.6 萬0.3%00.0%不變–
QCOMQualcomm IncStock5,914$66.8 萬0.3%+1,479+33.3%加碼歷史
XOMExxonMobil Holdings CorpCOM7,017$61.3 萬0.2%+94+1.4%加碼歷史
TGTTarget CorpStock4,077$60.5 萬0.2%+188+4.8%加碼歷史
Schwab International Equity ETF808524805ETF20,933$58.9 萬0.2%−271−1.3%減碼–
iShares S&P 500 Growth ETF464287309ETF10,112$58.5 萬0.2%00.0%不變–
MAMastercard IncStock2,053$58.4 萬0.2%+22+1.1%加碼歷史
AMGNAmgen IncStock2,574$58.0 萬0.2%+3+0.1%加碼歷史
AMATApplied Materials IncStock6,885$56.4 萬0.2%+1,171+20.5%加碼歷史
DUKDuke Energy CORPStock5,765$53.6 萬0.2%+1,527+36.0%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS10,753$53.0 萬0.2%−961−8.2%減碼–
Pacer FDS Tr69374H519SWAN SOS MODERAT25,444$51.3 萬0.2%00.0%不變–
ACICAmerican Coastal Insurance CorpCOM800,238$51.3 萬0.2%00.0%不變歷史
TJXTJX Companies IncStock8,244$51.2 萬0.2%+252+3.2%加碼歷史
AXPAmerican Express CoStock3,785$51.1 萬0.2%+48+1.3%加碼歷史
SPGIS&P Global Inc.Stock1,665$50.8 萬0.2%+30+1.8%加碼歷史
ELVElevance Health, Inc.Stock1,108$50.3 萬0.2%−174−13.6%減碼歷史
PGRProgressive CorpStock4,254$49.4 萬0.2%00.0%不變歷史
TMOThermo Fisher Scientific Inc.Stock952$48.3 萬0.2%+228+31.5%加碼歷史
TMUST-Mobile US, Inc.Stock3,527$47.3 萬0.2%+14+0.4%加碼歷史
MDLZMondelez International, Inc.Stock8,517$46.7 萬0.2%+22+0.3%加碼歷史
LRCXLam Research CorpCOM1,271$46.5 萬0.2%+41+3.3%加碼歷史
UPSUnited Parcel Service IncStock2,866$46.3 萬0.2%+551+23.8%加碼歷史
COPConocoPhillipsStock4,448$45.5 萬0.2%−21−0.5%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF8,052$44.9 萬0.2%00.0%不變–
iShares Core S&P 500 ETF464287200ETF1,233$44.2 萬0.2%+12+1.0%加碼–
SBUXStarbucks CorpStock4,995$42.1 萬0.2%+139+2.9%加碼歷史
INTCIntel CorpStock16,213$41.8 萬0.2%−162−1.0%減碼歷史
MSIMotorola Solutions, Inc.Stock1,857$41.6 萬0.2%+1+0.1%加碼歷史
BWINBaldwin Insurance Group, Inc.COM CL A15,700$41.4 萬0.2%00.0%不變歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,701$40.3 萬0.2%+39+1.5%加碼歷史
CVSCVS Health CorpStock4,207$40.1 萬0.2%+27+0.6%加碼歷史
ADBEAdobe Inc.Stock1,448$39.8 萬0.2%+142+10.9%加碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF14,033$39.8 萬0.2%00.0%不變–
DISWalt Disney CoStock4,123$38.9 萬0.2%+132+3.3%加碼歷史
PRUPrudential Financial IncStock4,449$38.2 萬0.2%+927+26.3%加碼歷史
VLOValero Energy CorpStock3,485$37.2 萬0.2%+5+0.1%加碼歷史
IBMInternational Business Machines CorpStock3,124$37.1 萬0.2%+201+6.9%加碼歷史

2022 年第 2 季之後清倉（123 檔）

2022 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 123 檔。

Sutton Wealth Advisors Inc. 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
CDKCDK Global, Inc.COM3,553$19.5 萬0.1%歷史
Healthcare Realty Trust Inc42225P501CL A NEW2,986$8.33 萬<0.1%–
Vonage Holdings Corp92886T201COM3,546$6.68 萬<0.1%–
MANTMantech International CorpCL A509$4.86 萬<0.1%歷史
COKECoca-Cola Consolidated, Inc.COM85$4.79 萬<0.1%歷史
SHENShenandoah Telecommunications CoCOM2,001$4.44 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF548$4.34 萬<0.1%–
POLYPlantronics IncCOM951$3.77 萬<0.1%歷史
MTORMeritor, Inc.COM989$3.59 萬<0.1%歷史
BDNBrandywine Realty TrustSH BEN INT NEW3,417$3.29 萬<0.1%歷史
CRNCCerence Inc.COM1,018$2.57 萬<0.1%歷史
NTUSNatus Medical IncCOM684$2.24 萬<0.1%歷史
Neenah Inc640079109COM589$2.01 萬<0.1%–
TCMDTactile Systems Technology IncCOM2,748$2.01 萬<0.1%歷史
CUBICustomers Bancorp, Inc.COM524$1.78 萬<0.1%歷史
EGRXEagle Pharmaceuticals, Inc.COM371$1.65 萬<0.1%歷史
SLQTSelectQuote, Inc.COM5,576$1.38 萬<0.1%歷史
AKRAcadia Realty TrustCOM SH BEN INT785$1.23 萬<0.1%歷史
ANDEAndersons, Inc.COM370$1.22 萬<0.1%歷史
VRAVera Bradley, Inc.COM2,574$1.12 萬<0.1%歷史
BOOMDMC Global Inc.COM560$1.01 萬<0.1%歷史
GOGOGogo Inc.COM579$9,374<0.1%歷史
EHTHeHealth, Inc.COM998$9,311<0.1%歷史
UEICUniversal Electronics IncCOM315$8,055<0.1%歷史
HZOMarinemax IncCOM189$6,827<0.1%歷史
CRSRCorsair Gaming, Inc.COM513$6,736<0.1%歷史
FOSLFossil Group, Inc.COM1,277$6,602<0.1%歷史
AANAaron's Company, Inc.COM447$6,504<0.1%歷史
RILYBRC Group Holdings, Inc.COM148$6,253<0.1%歷史
Innovator ETFs Trust45782C557US EQTY BUF DEC202$6,148<0.1%–
CalAmp Corp.128126109COM1,309$5,459<0.1%–
UAUnder Armour, Inc.CL C626$4,745<0.1%歷史
NWSNews CorpCL B265$4,211<0.1%歷史
GHLGreenhill & Co IncCOM452$4,167<0.1%歷史
UAAUnder Armour, Inc.Stock418$3,482<0.1%歷史
ZMZoom Communications, Inc.Stock21$2,267<0.1%歷史
YETIYETI Holdings, Inc.COM44$1,904<0.1%歷史
DEIDouglas Emmett IncCOM71$1,589<0.1%歷史
DASHDoorDash, Inc.Stock24$1,540<0.1%歷史
NVAXNovavax IncCOM NEW22$1,131<0.1%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS13$1,037<0.1%歷史
SKXSkechers USA IncCL A29$1,032<0.1%歷史
Flagstar Bank, National Association649445103COM108$986<0.1%–
SLABSilicon Laboratories Inc.Stock7$982<0.1%歷史
CXTCrane NXT, Co.COM11$963<0.1%歷史
COOCooper Companies, Inc.COM NEW3$939<0.1%歷史
TWKSThoughtworks Holding, Inc.COM66$931<0.1%歷史
ELANElanco Animal Health IncCOM47$923<0.1%歷史
MANManpowerGroup Inc.COM12$917<0.1%歷史
APPAppLovin CorpCOM CL A26$895<0.1%歷史
ZDZiff Davis, Inc.COM12$894<0.1%歷史
TPHTri Pointe Homes, Inc.COM53$894<0.1%歷史
CCMPCMC Materials, Inc.COM5$872<0.1%歷史
LEGLeggett & Platt IncStock25$865<0.1%歷史
ACCAmerican Campus Communities IncCOM13$838<0.1%歷史
HELEHelen of Troy LtdStock5$812<0.1%歷史
Coherent Inc192479103COM3$799<0.1%–
ALEAllete IncCOM NEW12$705<0.1%歷史
RPT Realty74971D101SH BEN INT69$678<0.1%–
MSMMSC Industrial Direct Co IncCL A9$676<0.1%歷史
SMPStandard Motor Products, Inc.Stock15$675<0.1%歷史
HEHawaiian Electric Industries IncCOM16$654<0.1%歷史
RCMR1 RCM Inc.COM29$608<0.1%歷史
UVEUniversal Insurance Holdings, Inc.COM46$599<0.1%歷史
SYNASYNAPTICS IncStock5$590<0.1%歷史
EGEverest Group, Ltd.COM2$561<0.1%歷史
RYNRayonier IncCOM15$561<0.1%歷史
CHXChampionX CorpCOM28$556<0.1%歷史
PKPark Hotels & Resorts Inc.COM40$543<0.1%歷史
POWIPower Integrations IncCOM7$525<0.1%歷史
KRGKite Realty Group TrustCOM NEW30$519<0.1%歷史
Healthpeak Properties, Inc.71943U104COM29$506<0.1%–
GTGoodyear Tire & Rubber CoCOM47$503<0.1%歷史
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK37$499<0.1%歷史
UNVRUnivar Solutions Inc.COM20$497<0.1%歷史
HWCHancock Whitney CorpCOM11$488<0.1%歷史
FFFutureFuel Corp.COM67$488<0.1%歷史
FLSFlowserve CorpCOM17$487<0.1%歷史
NEOGNeogen CorpCOM20$482<0.1%歷史
CDPCopt Defense PropertiesREIT17$445<0.1%歷史
TFINTriumph Financial, Inc.COM7$438<0.1%歷史
LIVNLivaNova PLCSHS7$437<0.1%歷史
LPXLouisiana-Pacific CorpCOM8$419<0.1%歷史
QDELQuidelOrtho CorpCOM4$389<0.1%歷史
HRLHormel Foods CorpCOM8$379<0.1%歷史
CVLTCommvault Systems IncCOM6$377<0.1%歷史
CNKCinemark Holdings, Inc.COM25$376<0.1%歷史
Sailpoint Technologies Holdings, Inc.78781P105COM6$376<0.1%–
EPREpr PropertiesCOM SH BEN INT8$375<0.1%歷史
TDYTeledyne Technologies IncCOM1$375<0.1%歷史
HCSGHealthcare Services Group IncCOM21$366<0.1%歷史
PEBPebblebrook Hotel TrustCOM22$365<0.1%歷史
WAFDWafd IncStock12$360<0.1%歷史
PDCOPatterson Companies, Inc.COM11$333<0.1%歷史
CNXCNX Resources CorpCOM19$313<0.1%歷史
NEUNewmarket CorpCOM1$301<0.1%歷史
CARAvis Budget Group, Inc.COM2$294<0.1%歷史
AMAntero Midstream CorpStock30$272<0.1%歷史
IARTIntegra Lifesciences Holdings CorpCOM NEW5$270<0.1%歷史
OZKBank OZKCOM7$263<0.1%歷史