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Sunbelt Securities, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sunbelt Securities, Inc.

报告期 2026-03-31 · CIK 0001632932

持仓数

2,954

前50大市值合计

$878.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

— EXXON MOBIL CORP COM

Stock

$229.3M

1,351,473

26.1%

NVDA NVIDIA CORPORATION COM

Stock

$52.3M

299,607

5.9%

AAPL APPLE INC COM

Stock

$32.0M

126,284

3.6%

MSFT MICROSOFT CORP COM

Stock

$29.1M

78,521

3.3%

AVGO BROADCOM INC COM

Stock

$25.6M

82,762

2.9%

IAU ISHARES GOLD TRUST

ETF

$22.4M

253,669

2.5%

QQQ INVESCO QQQ TRUST SERIES I

ETF

$22.1M

38,321

2.5%

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

ETF

$21.7M

744,512

2.5%

IVW ISHARES S&P 500 GROWTH ETF

ETF

$20.7M

183,413

2.4%

IVV ISHARES CORE S&P 500 ETF

ETF

$20.4M

31,243

2.3%

BPRE BLUEROCK PVT REAL ESTATE FD COM

CEF

$19.7M

1,186,168

2.2%

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF

ETF

$19.2M

165,049

2.2%

AMZN AMAZON COM INC COM

Stock

$18.5M

88,838

2.1%

BALT INNOVATOR DEFINED WEALTH SHIELD ETF

ETF

$15.7M

467,920

1.8%

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

ETF

$15.6M

510,572

1.8%

SPY STATE STREET SPDR S&P 500 ETF

ETF

$15.3M

23,457

1.7%

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

ETF

$14.1M

516,085

1.6%

GOOG ALPHABET INC CAP STK CL C

Stock

$12.4M

43,349

1.4%

SNDK SANDISK CORP COM

Stock

$12.4M

19,546

1.4%

PLTR PALANTIR TECHNOLOGIES INC CL A

Stock

$12.2M

83,167

1.4%

PSTP INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF

ETF

$11.3M

327,142

1.3%

GOOGL ALPHABET INC CAP STK CL A

Stock

$10.9M

38,072

1.2%

IEFA ISHARES CORE MSCI EAFE ETF

ETF

$10.2M

113,195

1.2%

IJR ISHARES CORE S&P SMALL CAP ETF

ETF

$10.0M

80,619

1.1%

JNJ JOHNSON & JOHNSON COM

Stock

$9.6M

39,269

1.1%

SCHA SCHWAB U.S. SMALL-CAP ETF

ETF

$9.6M

329,819

1.1%

PG PROCTER & GAMBLE CO COM

Stock

$9.5M

65,618

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$9.4M

19,573

1.1%

IVE ISHARES S&P 500 VALUE ETF

ETF

$9.2M

43,751

1.1%

SCHM SCHWAB U.S. MID-CAP ETF

ETF

$9.2M

296,948

1.0%

TSLA TESLA INC COM

Stock

$9.1M

24,602

1.0%

MRK MERCK & CO INC COM

Stock

$9.1M

76,019

1.0%

META META PLATFORMS INC CL A

Stock

$9.0M

15,798

1.0%

ABBV ABBVIE INC COM

Stock

$8.8M

40,395

1.0%

DGRO ISHARES CORE DIVIDEND GROWTH ETF

ETF

$8.5M

121,744

1.0%

EPD ENTERPRISE PRODS PARTNERS L P COM

Stock

$8.4M

221,971

1.0%

CGUS CAPITAL GROUP CORE EQUITY ETF

ETF

$8.4M

217,991

1.0%

JPM JPMORGAN CHASE & CO COM

Stock

$8.1M

27,562

0.9%

KO COCA COLA CO COM

Stock

$8.0M

105,646

0.9%

MU MICRON TECHNOLOGY INC COM

Stock

$7.6M

22,493

0.9%

V VISA INC COM CL A

Stock

$7.4M

24,629

0.8%

BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF

ETF

$7.4M

205,710

0.8%

WMT WALMART INC COM

Stock

$6.8M

55,023

0.8%

EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF

ETF

$6.4M

62,653

0.7%

FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF

ETF

$6.3M

198,066

0.7%

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

ETF

$6.0M

42,279

0.7%

IJK ISHARES S&P MID-CAP 400 GROWTH ETF

ETF

$5.8M

58,050

0.7%

COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF

ETF

$5.8M

172,363

0.7%

SDY STATE STREET SPDR S&P DIVIDEND ETF

ETF

$5.8M

39,851

0.7%

HDV ISHARES CORE HIGH DIVIDEND ETF

ETF

$5.8M

42,841

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

44%前 6 大占比

EXXON MOBIL CORP COM26.1%NVDA5.9%AAPL3.6%MSFT3.3%AVGO2.9%IAU2.5%