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Sound View Wealth Advisors Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Sound View Wealth Advisors Group, LLC

报告期 2026-03-31 · CIK 0001784777

持仓数

422

前50大市值合计

$963.1M

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*

AAPL APPLE INC

COM

$69.7M

274,762

7.2%

IBDS ISHARES TR

IBONDS 27 ETF

$49.7M

2,048,974

5.2%

IBDR ISHARES TR

IBONDS DEC2026

$48.0M

1,981,257

5.0%

IBDU ISHARES TR

IBONDS DEC 29

$41.1M

1,766,350

4.3%

NVDA NVIDIA CORPORATION

COM

$39.8M

227,962

4.1%

IBDT ISHARES TR

IBDS DEC28 ETF

$39.6M

1,562,572

4.1%

IBDV ISHARES TR

IBONDS DEC 2030

$38.2M

1,746,344

4.0%

MSFT MICROSOFT CORP

COM

$34.8M

94,047

3.6%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$29.8M

883,125

3.1%

IBDW ISHARES TR

IBONDS DEC 2031

$24.8M

1,182,844

2.6%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$23.5M

917,699

2.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$23.2M

38,779

2.4%

IBDX ISHARES TR

IBONDS DEC 2032

$22.9M

905,660

2.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$22.6M

70,368

2.3%

LLY ELI LILLY & CO

COM

$20.6M

22,393

2.1%

JPM JPMORGAN CHASE & CO

COM

$19.0M

64,641

2.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$18.8M

87,389

2.0%

AMZN AMAZON COM INC

COM

$18.5M

88,867

1.9%

VGT VANGUARD WORLD FD

INF TECH ETF

$17.5M

25,111

1.8%

AVGO BROADCOM INC

COM

$17.0M

54,932

1.8%

GOOG ALPHABET INC

CAP STK CL C

$16.7M

58,050

1.7%

JNJ JOHNSON & JOHNSON

COM

$16.6M

68,115

1.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$16.3M

28,278

1.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$16.0M

520,591

1.7%

BMY BRISTOL-MYERS SQUIBB CO

COM

$14.8M

244,617

1.5%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$14.6M

194,574

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$14.1M

49,138

1.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$13.1M

20,153

1.4%

TSLA TESLA INC

COM

$13.0M

34,851

1.3%

WMT WALMART INC

COM

$11.9M

95,884

1.2%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$11.8M

88,777

1.2%

HD HOME DEPOT INC

COM

$11.6M

35,278

1.2%

ABBV ABBVIE INC

COM

$11.5M

53,079

1.2%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$11.5M

24,751

1.2%

— EXXON MOBIL CORP

COM

$11.4M

67,024

1.2%

PG PROCTER & GAMBLE CO

COM

$11.3M

78,510

1.2%

IBTG ISHARES TR

IBONDS 26 TRM TS

$11.3M

491,869

1.2%

CGIC CAPITAL GROUP INTERNATIONAL

SHS

$10.9M

330,562

1.1%

AMGN AMGEN INC

COM

$10.2M

29,089

1.1%

DGRO ISHARES TR

CORE DIV GRWTH

$9.9M

140,729

1.0%

EPD ENTERPRISE PRODS PARTNERS L

COM

$9.1M

241,788

1.0%

IWF ISHARES TR

RUS 1000 GRW ETF

$9.1M

21,234

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$9.0M

18,834

0.9%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$9.0M

60,702

0.9%

SO SOUTHERN CO

COM

$8.7M

89,632

0.9%

CATH GLOBAL X FDS

S&P 500 CATHOLIC

$8.6M

109,895

0.9%

RTX RTX CORPORATION

COM

$8.5M

43,845

0.9%

KO COCA COLA CO

COM

$8.0M

105,198

0.8%

MRK MERCK & CO INC

COM

$7.8M

64,516

0.8%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$7.7M

311,252

0.8%

* 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

30%前 6 大占比

AAPL7.2%IBDS5.2%IBDR5.0%IBDU4.3%NVDA4.1%IBDT4.1%