Sutton Wealth Advisors Inc. — Q2 2023 13F 持股

Name: Sutton Wealth Advisors Inc. — 13F Holdings, Q2 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001999828

申报总市值

US$2.0亿

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仅显示前 200 大持股（共 855 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SCHX	Schwab US Large-cap ETF	ETF-其他	11.83%	—	-0.01%
2	AAPL	Apple INC	股票-科技	7.15%	—	+5.89%
3	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	5.86%	—	+5.59%
4	LECO	Lincoln Electric Holdings	股票-工业	4.50%	—	-2.15%
5	IWB	Ishares Russell 1000 ETF	ETF-其他	3.66%	—	-1.38%
6	IWR	Ishares Russell Mid-cap ETF	ETF-其他	2.74%	—	+1.87%
7	ABBV	Abbvie INC	股票-医疗保健	2.47%	—	-0.53%
8	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.45%	—	+7.14%
9	ICF	Ishares Select U.s. Reit ETF	ETF-其他	2.40%	—	+1.16%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.35%	—	-1.31%
11	MSFT	Microsoft CORP	股票-科技	2.27%	—	+5.94%
12	SCHA	Schwab US Small-cap ETF	ETF-其他	2.25%	—	-1.58%
13	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	2.22%	—	+18.27%
14	MCD	Mcdonald's CORP	股票-周期性消费	1.82%	—	-7.37%
15	JNJ	Johnson & Johnson	股票-医疗保健	1.77%	—	+0.52%
16	ABT	Abbott Laboratories	股票-医疗保健	1.71%	—	-1.76%
17	BX	Blackstone INC	股票-金融	1.22%	—	+0.33%
18	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.20%	—	+10.62%
19	ADP	Automatic Data Processing	股票-科技	1.17%	—	-7.71%
20	CVX	Chevron CORP	股票-能源	1.08%	—	+3.85%
21	JPM	Jpmorgan Chase & Co	股票-金融	1.06%	—	+4.38%
22	EEM	Ishares Msci Emerging Market	ETF-新兴市场	0.98%	—	-6.69%
23	HD	Home Depot INC	股票-周期性消费	0.94%	—	+7.51%
24	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.89%	—	+0.80%
25	MRK	Merck & Co. INC.	股票-医疗保健	0.86%	—	-0.96%
26	NVDA	Nvidia CORP	股票-科技	0.83%	—	+24.93%
27	ORCL	Oracle CORP	股票-科技	0.70%	—	-11.63%
28	LLY	Eli Lilly & Co	股票-医疗保健	0.67%	—	+6.68%
29	DVY	Ishares Select Dividend ETF	ETF-其他	0.62%	—	-2.01%
30	IWF	Ishares Russell 1000 Growth	ETF-其他	0.61%	—	-1.23%
31	PG	Procter & Gamble Co/the	股票-非周期性消费	0.60%	—	-7.85%
32	VB	Vanguard Small-cap ETF	ETF-其他	0.57%	—	-11.03%
33	LOW	Lowe's Cos INC	股票-周期性消费	0.52%	—	-8.82%
34	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	0.52%	—	+63.11%
35	BAC	Bank Of America CORP	股票-金融	0.52%	—	-9.85%
36	AMZN	Amazon.com INC	股票-周期性消费	0.51%	—	+32.37%
37	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.49%	—	+60.71%
38	PMAR	Innovator U.s. Equity Power	ETF-其他	0.49%	—	—
39	AVGO	Broadcom INC	股票-科技	0.49%	—	+24.33%
40	GOOG	Alphabet Inc-cl C	股票-通信服务	0.48%	—	-0.17%
41	PEP	Pepsico INC	股票-非周期性消费	0.46%	—	+1.66%
42	PFEB	Innovator U.s. Equity Power	ETF-其他	0.45%	—	—
43	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.44%	—	+13.29%
44	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.44%	—	-6.29%
45	VO	Vanguard Mid-cap ETF	ETF-其他	0.43%	—	-8.09%
46	ANGL	Vaneck Fallen Angel High Yld	ETF-其他	0.40%	—	+115.65%
47	PAPR	Innovator U.s. Equity Power	ETF-其他	0.39%	—	—
48	SCHG	Schwab US Large-cap Growth	ETF-其他	0.39%	—	+39.54%
49	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.38%	—	—
50	CI	THE Cigna Group	股票-医疗保健	0.37%	—	-3.79%

1–50 of 200