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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
$963.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 68
减持 50
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IBDR
ISHARES TR
+$3.8M
439,163
+49%
清仓
—
ISHARES TR
-$2.8M
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$1.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
4,717
+198%
增持
TSLA
TESLA INC
+$1.1M
11,247
+0%
建仓
OVT
LISTED FD TR
+$990.0K
39,528
增持
MSFT
MICROSOFT CORP
+$977.0K
59,452
+2%
增持
AAPL
APPLE INC
+$948.0K
129,107
+2%
建仓
IVW
ISHARES TR
+$935.0K
12,646
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$790.0K
12,280
-28%
减持
VZ
VERIZON COMMUNICATIONS INC
-$782.0K
105,351
-9%
增持
NVDA
NVIDIA CORPORATION
+$710.0K
12,776
+428%
减持
AMGN
AMGEN INC
-$657.0K
20,982
-0%
减持
QCOM
QUALCOMM INC
-$589.0K
14,473
-16%
增持
GOOG
ALPHABET INC
+$496.0K
2,381
+2%
减持
MUB
ISHARES TR
-$484.0K
14,168
-22%
减持
INTC
INTEL CORP
-$470.0K
86,592
-4%
增持
VTI
VANGUARD INDEX FDS
+$454.0K
7,231
+40%
减持
ABBV
ABBVIE INC
-$443.0K
41,857
-5%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$435.0K
0
-100%
增持
IBMO
ISHARES TR
+$429.0K
29,698
+117%
建仓
IGM
ISHARES TR
+$356.0K
881
增持
GOOGL
ALPHABET INC
+$351.0K
1,156
+3%
减持
GPN
GLOBAL PMTS INC
-$347.0K
11,342
-0%
建仓
—
ISHARES TR
+$339.0K
12,600
建仓
—
ISHARES TR
+$338.0K
12,992
清仓
BDX
BECTON DICKINSON & CO
-$334.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$334.0K
1,359
减持
PFE
PFIZER INC
+$333.0K
112,340
-2%
增持
IWR
ISHARES TR
+$331.0K
33,484
+16%
建仓
—
ISHARES TR
+$314.0K
11,218
清仓
IAU
ISHARES GOLD TR
-$311.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$302.0K
43,983
-1%
减持
VTV
VANGUARD INDEX FDS
-$300.0K
24,897
-7%
建仓
NOW
SERVICENOW INC
+$294.0K
472
清仓
CCAP
CRESCENT CAP BDC INC
-$291.0K
0
-100%
减持
MMM
3M CO
-$290.0K
7,700
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$278.0K
14,188
-5%
清仓
VMC
VULCAN MATLS CO
-$272.0K
0
-100%
减持
DLR
DIGITAL RLTY TR INC
-$258.0K
9,337
-13%
增持
VGT
VANGUARD WORLD FDS
+$255.0K
16,294
+3%
建仓
IXN
ISHARES TR
+$255.0K
4,500
减持
T
AT&T INC
-$254.0K
42,080
-13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$251.0K
3,295
+2%
增持
ORCL
ORACLE CORP
+$246.0K
18,390
+6%
建仓
MRNA
MODERNA INC
+$243.0K
631
清仓
—
GENERAL ELECTRIC CO
-$239.0K
0
-100%
减持
—
TOTALENERGIES SE
-$238.0K
4,845
-53%
减持
SCHD
SCHWAB STRATEGIC TR
-$238.0K
63,369
-3%
建仓
MTCH
MATCH GROUP INC NEW
+$236.0K
1,501
建仓
XLF
SELECT SECTOR SPDR TR
+$230.0K
6,140
减持
FHI
FEDERATED HERMES INC
-$229.0K
48,801
-9%
减持
CVX
CHEVRON CORP NEW
-$226.0K
29,662
-4%
减持
BABA
ALIBABA GROUP HLDG LTD
-$225.0K
2,172
-10%
清仓
KJAN
INNOVATOR ETFS TR
-$224.0K
0
-100%
增持
IJR
ISHARES TR
+$222.0K
8,064
+38%
增持
DHR
DANAHER CORPORATION
+$221.0K
2,232
+30%
增持
INTU
INTUIT
+$221.0K
1,623
+21%
增持
VOO
VANGUARD INDEX FDS
+$219.0K
10,552
+5%
减持
HD
HOME DEPOT INC
+$218.0K
25,230
-0%
清仓
—
DUPONT DE NEMOURS INC
-$216.0K
0
-100%
建仓
OGN
ORGANON & CO
+$215.0K
6,562
增持
—
AON PLC
+$212.0K
4,441
+0%
清仓
GM
GENERAL MTRS CO
-$212.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$212.0K
2,237
+12%
增持
—
EXXON MOBIL CORP
+$210.0K
30,202
+22%
增持
IWM
ISHARES TR
+$210.0K
5,989
+25%
清仓
XEL
XCEL ENERGY INC
-$209.0K
0
-100%
清仓
—
ISHARES TR
-$206.0K
0
-100%
减持
—
ISHARES TR
-$204.0K
344,834
-2%
建仓
GE
GENERAL ELECTRIC CO
+$203.0K
1,970
清仓
ANSS
ANSYS INC
-$201.0K
0
-100%
清仓
PAPR
INNOVATOR ETFS TR
-$201.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$200.0K
8,175
-7%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$198.0K
96,320
-4%
增持
CRM
SALESFORCE COM INC
+$197.0K
4,480
+8%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$196.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$176.0K
63,779
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$174.0K
26,016
+1%
减持
NOBL
PROSHARES TR
-$174.0K
47,772
-2%
增持
WMT
WALMART INC
+$171.0K
22,343
+7%
减持
MO
ALTRIA GROUP INC
-$171.0K
35,732
-5%
减持
DUK
DUKE ENERGY CORP NEW
-$163.0K
14,737
-9%
增持
NFLX
NETFLIX INC
+$157.0K
1,598
+3%
减持
DGRO
ISHARES TR
-$155.0K
125,941
-2%
减持
USMV
ISHARES TR
-$150.0K
15,806
-11%
减持
NKE
NIKE INC
-$150.0K
6,089
-9%
增持
—
ISHARES TR
+$149.0K
373,371
+2%
增持
SDY
SPDR SER TR
+$147.0K
13,237
+15%
增持
MTB
M & T BK CORP
+$146.0K
2,650
+54%
增持
FDX
FEDEX CORP
-$139.0K
2,340
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$139.0K
30,136
-2%
减持
NEE
NEXTERA ENERGY INC
+$136.0K
32,355
-1%
减持
MCD
MCDONALDS CORP
+$134.0K
22,524
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$134.0K
11,180
+15%
增持
KO
COCA COLA CO
-$133.0K
95,489
+0%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$132.0K
3,769
-15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$130.0K
63,572
-1%
增持
—
ISHARES TR
+$129.0K
401,356
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$129.0K
7,000
+16%
增持
QQQ
INVESCO QQQ TR
+$127.0K
12,782
+2%
增持
MA
MASTERCARD INCORPORATED
+$126.0K
1,550
+37%
减持
FIS
FIDELITY NATL INFORMATION SV
-$126.0K
4,018
-7%
增持
IWF
ISHARES TR
+$124.0K
17,840
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$123.0K
7,093
+12%
增持
MRK
MERCK & CO INC
-$120.0K
46,063
+0%
减持
PM
PHILIP MORRIS INTL INC
-$118.0K
20,524
-1%
增持
AGG
ISHARES TR
+$118.0K
41,767
+3%
增持
XLU
SELECT SECTOR SPDR TR
+$110.0K
7,606
+28%
增持
TXN
TEXAS INSTRS INC
+$106.0K
8,530
+7%
减持
DE
DEERE & CO
-$105.0K
651
-29%
减持
MDLZ
MONDELEZ INTL INC
-$105.0K
6,998
-15%
增持
TSCO
TRACTOR SUPPLY CO
+$104.0K
4,013
+5%
增持
DNP
DNP SELECT INCOME FD INC
+$103.0K
318,606
+1%
减持
GLD
SPDR GOLD TR
-$100.0K
3,058
-16%
增持
TGT
TARGET CORP
+$99.0K
4,305
+17%
建仓
—
WHEELS UP EXPERIENCE INC
+$99.0K
15,000
增持
—
ISHARES TR
+$97.0K
313,687
+1%
减持
UTG
REAVES UTIL INCOME FD
-$93.0K
26,350
-6%
增持
NOC
NORTHROP GRUMMAN CORP
+$93.0K
2,271
+14%
增持
NSC
NORFOLK SOUTHN CORP
-$92.0K
3,527
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$92.0K
1,955
+0%
减持
ISTB
ISHARES TR
-$91.0K
43,713
-3%
增持
—
LAM RESEARCH CORP
-$91.0K
1,681
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$91.0K
5,687
+8%
增持
—
KANSAS CITY SOUTHERN
+$90.0K
2,973
+18%
增持
EPAM
EPAM SYS INC
+$89.0K
515
+28%
增持
KMI
KINDER MORGAN INC DEL
-$88.0K
72,674
+2%
减持
ENB
ENBRIDGE INC
-$86.0K
8,243
-20%
减持
SUB
ISHARES TR
-$82.0K
2,000
-27%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$81.0K
467
-20%
增持
XLP
SELECT SECTOR SPDR TR
+$81.0K
7,348
+21%
减持
TJX
TJX COS INC NEW
-$79.0K
6,344
-14%
增持
—
ISHARES TR
+$79.0K
12,661
+32%
增持
CSCO
CISCO SYS INC
+$79.0K
32,515
+2%
增持
AMZN
AMAZON COM INC
+$78.0K
2,778
+6%
建仓
CX
CEMEX SAB DE CV
+$78.0K
10,850
增持
CME
CME GROUP INC
-$77.0K
5,378
+2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$77.0K
19,017
-1%
增持
APD
AIR PRODS & CHEMS INC
-$76.0K
3,889
+4%
增持
LOW
LOWES COS INC
+$75.0K
6,431
+1%
增持
BAC
BK OF AMERICA CORP
+$75.0K
37,665
+2%
增持
SHOP
SHOPIFY INC
-$71.0K
870
+2%
增持
IWB
ISHARES TR
+$70.0K
5,386
+6%
增持
ESGU
ISHARES TR
+$70.0K
4,281
+20%
增持
DIS
DISNEY WALT CO
-$68.0K
15,349
+1%
减持
UNP
UNION PAC CORP
-$67.0K
2,141
-3%
减持
BTI
BRITISH AMERN TOB PLC
-$67.0K
9,849
-6%
减持
GILD
GILEAD SCIENCES INC
-$67.0K
4,407
-19%
增持
PFF
ISHARES TR
+$66.0K
103,041
+3%