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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
最新申報
2023/11/8

2023 年第 1 季持倉

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

機構總覽
持股檔數
803
較 2022 年第 4 季 −853
總值
$1.87 億
較 2022 年第 4 季 −$7,519 萬 (−28.7%)
申報日
2023/11/7
SEC
Sutton Wealth Advisors Inc. 在 2023 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 ETF808524201ETF466,273$2,255 萬12.0%−12,120−2.5%減碼–
AAPLApple Inc.Stock71,803$1,184 萬6.3%−61,553−46.2%減碼歷史
Vanguard S&P 500 ETF922908363ETF28,139$1,058 萬5.7%+4,701+20.1%加碼–
LECOLincoln Electric Holdings IncCOM47,799$808.3 萬4.3%−2,643−5.2%減碼歷史
iShares Tr464287622RUS 1000 ETF31,414$707.5 萬3.8%−626−2.0%減碼–
ABBVAbbVie Inc.Stock38,008$605.7 萬3.2%−4,658−10.9%減碼歷史
iShares Russell Midcap ETF464287499ETF76,036$531.6 萬2.8%+2,733+3.7%加碼–
iShares Select U.S. REIT ETF464287564ETF88,254$490.2 萬2.6%+2,740+3.2%加碼–
iShares Core S&P Small Cap ETF464287804ETF47,420$458.6 萬2.4%+4,017+9.3%加碼–
SPYSPDR S&P 500 ETF TrustETF11,067$453.1 萬2.4%−7,460−40.3%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF107,857$452.2 萬2.4%−2,711−2.5%減碼–
Schwab Emerging Markets Equity ETF808524706ETF157,310$385.7 萬2.1%−124,723−44.2%減碼–
MCDMcDonalds CorpStock13,552$378.9 萬2.0%−994−6.8%減碼歷史
MSFTMicrosoft CorpStock12,976$374.1 萬2.0%−11,982−48.0%減碼歷史
JNJJohnson & JohnsonStock21,939$340.1 萬1.8%−7,281−24.9%減碼歷史
ABTAbbott LaboratoriesStock32,953$333.7 萬1.8%−4,462−11.9%減碼歷史
ADPAutomatic Data Processing IncStock11,912$265.2 萬1.4%−434−3.5%減碼歷史
BXBlackstone Inc.COM26,918$236.5 萬1.3%+1,339+5.2%加碼歷史
CVXChevron CorpStock13,678$223.2 萬1.2%−4,715−25.6%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF54,958$216.9 萬1.2%+2,199+4.2%加碼–
GOOGLAlphabet Inc.Stock18,676$193.7 萬1.0%−9,440−33.6%減碼歷史
JPMJPMorgan Chase & CoStock14,415$187.8 萬1.0%−11,841−45.1%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF25,663$174.1 萬0.9%−143−0.6%減碼–
HDHome Depot, Inc.Stock5,819$171.7 萬0.9%−2,766−32.2%減碼歷史
MRKMerck & Co., Inc.Stock15,599$166.0 萬0.9%−6,020−27.8%減碼歷史
iShares Select Dividend ETF464287168ETF11,526$135.1 萬0.7%−68−0.6%減碼–
PGProcter & Gamble CoStock8,843$131.5 萬0.7%−3,010−25.4%減碼歷史
ORCLOracle CorpStock13,806$128.3 萬0.7%−8,038−36.8%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF6,617$125.4 萬0.7%−437−6.2%減碼–
BACBank of America CorpStock41,448$118.5 萬0.6%−40,935−49.7%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF4,652$113.7 萬0.6%−48−1.0%減碼–
LOWLowes Companies IncStock5,261$105.2 萬0.6%−3,674−41.1%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8,859$97.1 萬0.5%−859−8.8%減碼–
Innovator ETFs Trust45782C383US EQTY PWR BUF29,975$96.4 萬0.5%−1,060−3.4%減碼–
LLYEli Lilly & CoStock2,753$94.5 萬0.5%−640−18.9%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF4,413$93.1 萬0.5%−739−14.3%減碼–
PEPPepsiCo IncStock5,010$91.3 萬0.5%−2,257−31.1%減碼歷史
NVDANVIDIA CorpStock3,245$90.1 萬0.5%−2,292−41.4%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF30,322$88.6 萬0.5%+3,533+13.2%加碼–
GOOGAlphabet Inc.Stock8,126$84.5 萬0.5%−9,170−53.0%減碼歷史
KOCoca Cola CoStock13,367$82.9 萬0.4%−8,527−38.9%減碼歷史
VLYValley National BancorpCOM88,303$81.6 萬0.4%−91−0.1%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF10,519$78.6 萬0.4%−480−4.4%減碼–
iShares Russell 2000 ETF464287655ETF4,273$76.2 萬0.4%+412+10.7%加碼–
Innovator ETFs Trust45782C870US EQT PWR BUF25,839$76.0 萬0.4%00.0%不變–
NEENextera Energy IncStock9,737$75.1 萬0.4%−6,134−38.6%減碼歷史
CATCaterpillar IncStock3,183$72.8 萬0.4%−1,042−24.7%減碼歷史
CICigna GroupStock2,822$72.1 萬0.4%−99−3.4%減碼歷史
VZVerizon Communications IncStock18,287$71.1 萬0.4%−3,452−15.9%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF8,397$67.4 萬0.4%+5,739+215.9%加碼–
BMYBristol Myers Squibb CoStock9,566$66.3 萬0.4%−2,285−19.3%減碼歷史
iShares S&P 500 Growth ETF464287309ETF10,112$64.6 萬0.3%00.0%不變–
AMZNAmazon Com IncStock6,138$63.4 萬0.3%−12,233−66.6%減碼歷史
Schwab International Equity ETF808524805ETF17,399$60.5 萬0.3%−1,246−6.7%減碼–
AVGOBroadcom Inc.Stock937$60.1 萬0.3%+41+4.6%加碼歷史
DEDeere & CoStock1,410$58.2 萬0.3%−1,008−41.7%減碼歷史
BRK.BBerkshire Hathaway IncStock1,853$57.2 萬0.3%−2,143−53.6%減碼歷史
Pacer FDS Tr69374H519SWAN SOS MODERAT25,434$56.8 萬0.3%00.0%不變–
UNHUnitedHealth Group IncStock1,195$56.5 萬0.3%−1,244−51.0%減碼歷史
iShares Core S&P 500 ETF464287200ETF1,320$54.3 萬0.3%+36+2.8%加碼–
LMTLockheed Martin CorpStock1,103$52.1 萬0.3%−957−46.5%減碼歷史
DUKDuke Energy CORPStock5,186$50.0 萬0.3%+100+2.0%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS9,885$50.0 萬0.3%−190−1.9%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF7,626$49.7 萬0.3%00.0%不變–
METAMeta Platforms, Inc.Stock2,301$48.8 萬0.3%−3,134−57.7%減碼歷史
PFEPfizer IncStock11,595$47.3 萬0.3%−10,129−46.6%減碼歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF14,723$46.3 萬0.2%+10,851+280.2%加碼–
VVisa Inc.Stock2,047$46.2 萬0.2%−4,624−69.3%減碼歷史
Innovator ETFs Trust45782C748US EQTY PWR BUF13,774$42.4 萬0.2%−259−1.8%減碼–
BWINBaldwin Insurance Group, Inc.COM CL A15,700$40.0 萬0.2%00.0%不變歷史
ZBHZimmer Biomet Holdings, Inc.Stock3,064$39.6 萬0.2%00.0%不變歷史
Invesco QQQ Trust Series I46090E103ETF1,220$39.2 萬0.2%−2−0.2%減碼–
VanEck ETF Trust92189F437FALLEN ANGEL HG13,823$38.7 萬0.2%+3,530+34.3%加碼–
iShares Tr464288414NATIONAL MUN ETF3,320$35.8 萬0.2%00.0%不變–
KMBKimberly Clark CorpStock2,638$35.4 萬0.2%−349−11.7%減碼歷史
Innovator ETFs Trust45782C318US EQTY PWR BUF12,132$35.0 萬0.2%−70−0.6%減碼–
Schwab US Dividend Equity ETF808524797ETF4,502$32.9 萬0.2%−236−5.0%減碼–
INTCIntel CorpStock9,915$32.4 萬0.2%−6,819−40.7%減碼歷史
TGTTarget CorpStock1,880$31.1 萬0.2%−2,295−55.0%減碼歷史
ULUnilever PLCSPON ADR NEW5,954$30.9 萬0.2%00.0%不變歷史
LENLennar CorpCL A2,929$30.8 萬0.2%−3,566−54.9%減碼歷史
DOWDow Inc.Stock5,588$30.6 萬0.2%−1,332−19.2%減碼歷史
XOMExxonMobil Holdings CorpCOM2,687$29.5 萬0.2%−4,434−62.3%減碼歷史
MDLZMondelez International, Inc.Stock4,103$28.6 萬0.2%−4,333−51.4%減碼歷史
WMTWalmart Inc.Stock1,901$28.0 萬0.1%−884−31.7%減碼歷史
TMOThermo Fisher Scientific Inc.Stock480$27.7 萬0.1%−233−32.7%減碼歷史
TXNTexas Instruments IncStock1,408$26.2 萬0.1%−4,207−74.9%減碼歷史
iShares Core High Dividend ETF46429B663ETF2,523$25.6 萬0.1%00.0%不變–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50813$25.2 萬0.1%00.0%不變–
PSXPhillips 66Stock2,389$24.2 萬0.1%−1,839−43.5%減碼歷史
MAMastercard IncStock642$23.3 萬0.1%−1,371−68.1%減碼歷史
Innovator ETFs Trust45782C508US EQTY PWR BUF6,868$22.8 萬0.1%−587−7.9%減碼–
iShares Tr464288513IBOXX HI YD ETF2,999$22.7 萬0.1%−71−2.3%減碼–
TSLATesla, Inc.Stock1,081$22.4 萬0.1%−6,086−84.9%減碼歷史
RTXRTX CorpStock2,204$21.6 萬0.1%−2,068−48.4%減碼歷史
RJFRaymond James Financial IncCOM2,270$21.2 萬0.1%−3−0.1%減碼歷史
CVSCVS Health CorpStock2,841$21.1 萬0.1%−1,463−34.0%減碼歷史
GSKGSK plcADR5,896$21.0 萬0.1%00.0%不變歷史
TROWPrice T Rowe Group IncStock1,851$20.9 萬0.1%+1,731+1,442.5%加碼歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF6,604$20.9 萬0.1%00.0%不變–

2022 年第 4 季之後清倉(871 檔)

2022 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 871 檔。

Sutton Wealth Advisors Inc. 在 2022 年第 4 季之後清倉的部位
證券類別2022 年第 4 季股數2022 年第 4 季市值2022 年第 4 季佔組合 %紀錄
GGGGraco IncCOM5,366$36.1 萬0.1%歷史
AGOAssured Guaranty LtdCOM5,253$32.7 萬0.1%歷史
OSKOshkosh CorpCOM2,189$19.3 萬0.1%歷史
STORStore Capital LLCCOM5,853$18.8 萬0.1%歷史
MATXMatson, Inc.COM2,456$15.4 萬0.1%歷史
ARWArrow Electronics, Inc.COM1,449$15.2 萬0.1%歷史
TEXTerex CorpStock3,512$15.0 萬0.1%歷史
AMGAffiliated Managers Group, Inc.Stock905$14.3 萬0.1%歷史
ZZillow Group, Inc.CL C CAP STK4,182$13.5 萬0.1%歷史
SWNSouthwestern Energy CoCOM21,188$12.4 萬<0.1%歷史
PDCEPDC Energy, Inc.COM1,898$12.0 萬<0.1%歷史
UFPIUfp Industries IncCOM1,427$11.3 萬<0.1%歷史
AVTAvnet IncCOM2,665$11.1 萬<0.1%歷史
AMNAmn Healthcare Services IncCOM1,041$10.7 萬<0.1%歷史
RMBSRambus IncCOM2,837$10.2 萬<0.1%歷史
SPXCSPX Technologies, Inc.COM1,479$9.71 萬<0.1%歷史
AELAmerican National Group Inc.COM2,116$9.65 萬<0.1%歷史
HPHelmerich & Payne, Inc.COM1,936$9.60 萬<0.1%歷史
AITApplied Industrial Technologies IncCOM752$9.48 萬<0.1%歷史
CYTKCytokinetics IncCOM NEW2,047$9.38 萬<0.1%歷史
SPSCSPS Commerce IncCOM728$9.35 萬<0.1%歷史
INDBIndependent Bank CorpCOM1,066$9.00 萬<0.1%歷史
PODDInsulet CorpStock305$8.98 萬<0.1%歷史
SANMSanmina CorpCOM1,566$8.97 萬<0.1%歷史
BCPCBalchem CorpCOM728$8.89 萬<0.1%歷史
AJRDAerojet Rocketdyne Holdings, Inc.COM1,568$8.77 萬<0.1%歷史
BMIBadger Meter IncCOM786$8.57 萬<0.1%歷史
EXPOExponent IncCOM843$8.35 萬<0.1%歷史
ADCAgree Realty CorpCOM1,171$8.31 萬<0.1%歷史
UCBUnited Community Banks IncCOM2,385$8.06 萬<0.1%歷史
AWRAmerican States Water CoCOM859$7.95 萬<0.1%歷史
AEISAdvanced Energy Industries IncCOM906$7.77 萬<0.1%歷史
XUnited States Steel CorpCOM3,066$7.68 萬<0.1%歷史
ENSGEnsign Group, IncCOM809$7.65 萬<0.1%歷史
FNFabrinetSHS587$7.53 萬<0.1%歷史
CBUCommunity Financial System, Inc.COM1,193$7.51 萬<0.1%歷史
CHPTChargePoint Holdings, Inc.COM CL A7,862$7.49 萬<0.1%歷史
SCLStepan CoCOM692$7.37 萬<0.1%歷史
FBPFirst BancorpCOM NEW5,732$7.29 萬<0.1%歷史
PKPark Hotels & Resorts Inc.COM6,177$7.28 萬<0.1%歷史
KFYKorn FerryCOM NEW1,438$7.28 萬<0.1%歷史
SJISouth Jersey Industries IncCOM2,023$7.19 萬<0.1%歷史
NPOEnpro Inc.COM654$7.11 萬<0.1%歷史
KLICKulicke & Soffa Industries IncCOM1,596$7.06 萬<0.1%歷史
ABGAsbury Automotive Group IncCOM391$7.01 萬<0.1%歷史
IIPRInnovative Industrial Properties IncCOM676$6.85 萬<0.1%歷史
UNFIUnited Natural Foods IncCOM1,765$6.83 萬<0.1%歷史
HUBGHub Group, Inc.CL A848$6.74 萬<0.1%歷史
FELEFranklin Electric Co IncCOM845$6.74 萬<0.1%歷史
MDRXVeradigm Inc.COM3,777$6.66 萬<0.1%歷史
MMSIMerit Medical Systems IncCOM941$6.65 萬<0.1%歷史
MTHMeritage Homes CORPCOM719$6.63 萬<0.1%歷史
GPIGroup 1 Automotive IncCOM366$6.60 萬<0.1%歷史
AAONAaon, Inc.COM PAR $0.004871$6.56 萬<0.1%歷史
OPENOpendoor Technologies Inc.COM56,065$6.50 萬<0.1%歷史
MPMP Materials Corp.COM CL A2,644$6.42 萬<0.1%歷史
GKOSGLAUKOS CorpCOM1,442$6.30 萬<0.1%歷史
SMSM Energy CoCOM1,790$6.23 萬<0.1%歷史
ESEEsco Technologies IncCOM708$6.20 萬<0.1%歷史
BBTBeacon Financial CorpCOM2,040$6.10 萬<0.1%歷史
PIPRPiper Sandler CompaniesCOM466$6.07 萬<0.1%歷史
CIVICivitas Resources, Inc.EQUITY US CM1,037$6.01 萬<0.1%歷史
BRCBrady CorpCL A1,274$6.00 萬<0.1%歷史
DORMDorman Products, Inc.COM741$5.99 萬<0.1%歷史
VRTVVeritiv CorpCOM491$5.98 萬<0.1%歷史
NBTBNBT Bancorp IncCOM1,364$5.92 萬<0.1%歷史
PRFTPerficient IncCOM840$5.87 萬<0.1%歷史
HRIHerc Holdings IncCOM442$5.82 萬<0.1%歷史
HRHealthcare Realty Trust IncCL A COM2,998$5.78 萬<0.1%歷史
FFBCFirst Financial BancorpCOM2,364$5.73 萬<0.1%歷史
NSITInsight Enterprises IncCOM570$5.72 萬<0.1%歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF298$5.70 萬<0.1%–
BMOBank of MontrealCOM628$5.69 萬<0.1%歷史
HCCWarrior Met Coal, Inc.COM1,634$5.66 萬<0.1%歷史
LXPLXP Industrial TrustCOM5,617$5.63 萬<0.1%歷史
FHBFirst Hawaiian, Inc.COM2,134$5.56 萬<0.1%歷史
ATIAti IncStock1,851$5.53 萬<0.1%歷史
THRMGentherm IncCOM845$5.52 萬<0.1%歷史
ARCBArcbest CorpCOM783$5.48 萬<0.1%歷史
PROFProfound Medical Corp.COM NEW5,000$5.45 萬<0.1%歷史
CVBFCVB Financial CorpCOM2,108$5.43 萬<0.1%歷史
ABMAbm Industries IncCOM1,212$5.38 萬<0.1%歷史
ACAArcosa, Inc.COM984$5.35 萬<0.1%歷史
ALEXAlexander & Baldwin, Inc.COM2,839$5.32 萬<0.1%歷史
SCCOSouthern Copper CorpStock870$5.25 萬<0.1%歷史
ASOAcademy Sports & Outdoors, Inc.COM999$5.25 萬<0.1%歷史
WNCWabash National CorpCOM2,306$5.21 萬<0.1%歷史
AVAAvista CorpCOM1,174$5.21 萬<0.1%歷史
KWRQuaker Chemical CorpCOM309$5.16 萬<0.1%歷史
UNFUnifirst CorpCOM265$5.11 萬<0.1%歷史
BDNBrandywine Realty TrustSH BEN INT NEW8,314$5.11 萬<0.1%歷史
HFWAHeritage Financial CorpCOM1,667$5.11 萬<0.1%歷史
ROGRogers CorpCOM418$4.99 萬<0.1%歷史
CNMDCONMED CorpCOM550$4.88 萬<0.1%歷史
ARIApollo Commercial Real Estate Finance, Inc.COM4,511$4.85 萬<0.1%歷史
AXAxos Financial, Inc.COM1,264$4.83 萬<0.1%歷史
SIGSignet Jewelers LtdSHS708$4.81 萬<0.1%歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW1,524$4.75 萬<0.1%歷史
DIODDiodes IncCOM622$4.74 萬<0.1%歷史
SMPLSimply Good Foods CoCOM1,245$4.73 萬<0.1%歷史