申报总市值
US$2.0亿
申报季度: 2023-09-30 · 持股只数: 865
Sutton Wealth Advisors Inc.在最新一期 13F 报告中披露了 865 项持股，申报期为 2023-09-30，总持股市值约为 US$2.0亿，季度换手率为 0.0%。
本季暂无持股变动
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.71% | — | +0.90% | |
| 2 | AAPL | Apple INC | 股票-科技 | 6.48% | — | +1.24% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.07% | — | +5.75% | |
| 4 | LECO | Lincoln Electric Holdings | 股票-工业 | 4.18% | — | — | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.55% | — | -0.91% | |
| 6 | ABBV | Abbvie INC | 股票-医疗保健 | 2.80% | — | +1.03% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.67% | — | +1.14% | |
| 8 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 2.58% | — | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.57% | — | +9.22% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.31% | — | +0.38% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-其他 | 2.30% | — | +4.34% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.21% | — | +3.67% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.10% | — | -3.07% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.66% | — | -1.89% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.61% | — | -1.00% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.52% | — | -1.19% | |
| 17 | BX | Blackstone INC | 股票-金融 | 1.48% | — | +4.33% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | — | +2.55% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.30% | — | +0.19% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.19% | — | +0.83% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | +2.40% | |
| 22 | HD | Home Depot INC | 股票-周期性消费 | 0.93% | — | +0.29% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | — | +3.75% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.85% | — | -1.39% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.79% | — | +1.49% | |
| 26 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.78% | — | +0.51% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.66% | — | +28.01% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.64% | — | -70.63% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.64% | — | +0.85% | |
| 30 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.60% | — | +51.08% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.60% | — | -0.52% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.60% | — | -0.02% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | — | +1.29% | |
| 34 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | — | +8.64% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.55% | — | +0.44% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.54% | — | +3.33% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | — | +3.79% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | — | -0.71% | |
| 39 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 0.49% | — | — | |
| 40 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.49% | — | -0.54% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.49% | — | +2.40% | |
| 42 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 0.45% | — | — | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.45% | — | +6.26% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.42% | — | — | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.42% | — | +1.34% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.41% | — | -2.24% | |
| 47 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 0.39% | — | — | |
| 48 | CI | THE Cigna Group | 股票-医疗保健 | 0.38% | — | +0.48% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.38% | — | +0.01% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.37% | — | -61.87% |
Q3 2026表现
+5.6%
近4个季度表现
+21.8%
基于可获取价格的持仓（占申报价值的76%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2023-09-30 | 865 | US$2.0亿 | 0 | |
| 2023-06-30 | 855 | US$2.1亿 | — | |
| 2023-03-31 | 804 | US$1.9亿 | — | |
| 2022-12-31 | 1658 | US$2.6亿 | — | |
| 2022-09-30 | 1705 | US$2.5亿 | — | |
| 2022-06-30 | 1647 | US$2.5亿 | — | |
| 2022-03-31 | 1631 | US$2.9亿 | — | |
| 2021-12-31 | 1669 | US$3.0亿 | — | |
| 2021-09-30 | 1313 | US$2.7亿 | — | |
| 2021-06-30 | 1296 | US$2.7亿 | — | |
| 2021-03-31 | 1253 | US$2.5亿 | — | |
| 2020-12-31 | 1230 | US$2.4亿 | — | |
| 2020-09-30 | 1218 | US$2.1亿 | — | |
| 2020-06-30 | 1201 | US$1.9亿 | — | |
| 2020-03-31 | 1199 | US$1.6亿 | — | |
| 2019-12-31 | 1167 | US$2.0亿 | — | |
| 2019-09-30 | 1179 | US$1.8亿 | — | |
| 2019-06-30 | 1161 | US$1.7亿 | — | |
| 2019-03-31 | 1189 | US$1.7亿 | — | |
| 2018-12-31 | 1132 | US$1.6亿 | — | |
| 2018-09-30 | 1134 | US$1.5亿 | — | |
| 2018-06-30 | 1127 | US$1.4亿 | — | |
| 2018-03-31 | 1125 | US$1.4亿 | — | |
| 2017-12-31 | 1078 | US$1.4亿 | — | |
| 2017-09-30 | 1076 | US$1.3亿 | — | |
| 2017-06-30 | 1083 | US$1.3亿 | — | |
| 2017-03-31 | 1064 | US$1.2亿 | — | |
| 2016-12-31 | 1057 | US$1.1亿 | — | |
| 2016-09-30 | 1045 | US$1.1亿 | — | |
| 2016-06-30 | 1024 | US$1.1亿 | — | |
| 2016-03-31 | 1016 | US$1.1亿 | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
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