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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 19
增持 80
减持 39
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
—
ISHARES TR
-$5.0M
149,234
-57%
减持
AAPL
APPLE INC
+$4.3M
127,084
-2%
增持
TSLA
TESLA INC
+$3.3M
11,342
+1%
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。
减持
MSFT
MICROSOFT CORP
+$3.1M
59,090
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.4M
87,513
+38%
减持
HD
HOME DEPOT INC
+$2.2M
25,195
-0%
建仓
ITW
ILLINOIS TOOL WKS INC
+$2.1M
8,455
减持
PFE
PFIZER INC
+$1.7M
110,209
-2%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
13,166
+25%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
14,305
+12%
增持
DGRO
ISHARES TR
+$1.4M
138,763
+10%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
53,429
+0%
增持
ABBV
ABBVIE INC
+$1.2M
42,134
+1%
增持
LLY
LILLY ELI & CO
+$1.2M
25,061
+1%
减持
SDY
SPDR SER TR
-$1.1M
3,194
-76%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
90,174
+3%
减持
NOBL
PROSHARES TR
-$1.0M
32,685
-32%
增持
QCOM
QUALCOMM INC
+$981.0K
15,575
+8%
减持
VGT
VANGUARD WORLD FDS
+$865.0K
16,160
-1%
清仓
—
KANSAS CITY SOUTHERN
-$805.0K
0
-100%
增持
PEP
PEPSICO INC
+$770.0K
29,583
+2%
增持
JNJ
JOHNSON & JOHNSON
+$746.0K
64,571
+1%
增持
—
ISHARES TR
+$746.0K
407,592
+9%
增持
NEE
NEXTERA ENERGY INC
+$711.0K
34,831
+8%
增持
AVGO
BROADCOM INC
+$707.0K
3,693
+2%
增持
SO
SOUTHERN CO
+$701.0K
83,174
+3%
增持
GOOG
ALPHABET INC
+$698.0K
2,434
+2%
增持
IWR
ISHARES TR
+$686.0K
39,810
+19%
增持
AGG
ISHARES TR
+$675.0K
47,962
+15%
增持
KO
COCA COLA CO
+$664.0K
95,822
+0%
增持
MCD
MCDONALDS CORP
+$628.0K
22,603
+0%
增持
—
ISHARES TR
+$577.0K
340,291
+8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$572.0K
14,362
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$558.0K
15,276
+37%
减持
IVW
ISHARES TR
-$550.0K
4,606
-64%
增持
CVX
CHEVRON CORP NEW
+$531.0K
30,168
+2%
清仓
NNBR
NN INC
-$515.0K
0
-100%
增持
ABT
ABBOTT LABS
+$509.0K
19,823
+3%
增持
IBDR
ISHARES TR
+$504.0K
465,750
+6%
减持
QQQ
INVESCO QQQ TR
+$494.0K
12,741
-0%
减持
T
AT&T INC
-$492.0K
26,203
-38%
建仓
WCN
WASTE CONNECTIONS INC
+$486.0K
3,563
减持
IWF
ISHARES TR
+$477.0K
17,561
-2%
增持
—
EXXON MOBIL CORP
+$468.0K
36,665
+21%
建仓
VFH
VANGUARD WORLD FDS
+$467.0K
4,837
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$451.0K
9,788
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$441.0K
3,971
-0%
增持
WFC
WELLS FARGO CO NEW
+$432.0K
16,202
+118%
增持
AMGN
AMGEN INC
+$416.0K
21,681
+3%
增持
VTI
VANGUARD INDEX FDS
+$410.0K
8,349
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$403.0K
14,298
+1%
增持
DEO
DIAGEO PLC
+$398.0K
14,298
+0%
清仓
MTB
M & T BK CORP
-$396.0K
0
-100%
增持
LOW
LOWES COS INC
+$395.0K
6,576
+2%
建仓
FITB
FIFTH THIRD BANCORP
+$388.0K
8,913
增持
COST
COSTCO WHSL CORP NEW
+$370.0K
2,422
+8%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$369.0K
94,816
-2%
减持
GPN
GLOBAL PMTS INC
-$362.0K
10,539
-7%
增持
PAYX
PAYCHEX INC
+$351.0K
10,270
+10%
增持
—
ISHARES TR
+$333.0K
419,475
+5%
清仓
—
ISHARES TR
-$331.0K
0
-100%
增持
ISTB
ISHARES TR
+$327.0K
50,745
+16%
建仓
SUSC
ISHARES TR
+$326.0K
11,935
增持
NOC
NORTHROP GRUMMAN CORP
+$322.0K
2,946
+30%
增持
GOOGL
ALPHABET INC
+$316.0K
1,176
+2%
减持
VCR
VANGUARD WORLD FDS
-$314.0K
2,630
-33%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$309.0K
3,285
-0%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$308.0K
1,896
-50%
减持
KMB
KIMBERLY-CLARK CORP
+$296.0K
29,993
-0%
减持
DLR
DIGITAL RLTY TR INC
+$294.0K
9,288
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$288.0K
7,745
+9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$284.0K
104,042
-1%
建仓
—
CANADIAN PAC RY LTD
+$283.0K
3,936
减持
CSCO
CISCO SYS INC
+$278.0K
32,321
-1%
增持
—
LAM RESEARCH CORP
+$268.0K
1,703
+1%
增持
ZTS
ZOETIS INC
+$267.0K
4,842
+3%
清仓
—
HILL-ROM HLDGS INC
-$265.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$262.0K
16,208
+10%
减持
VTV
VANGUARD INDEX FDS
+$256.0K
24,648
-1%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$254.0K
4,200
清仓
MRNA
MODERNA INC
-$243.0K
0
-100%
增持
WMT
WALMART INC
+$242.0K
23,193
+4%
清仓
DOCU
DOCUSIGN INC
-$240.0K
0
-100%
建仓
VOX
VANGUARD WORLD FDS
+$240.0K
1,771
增持
VB
VANGUARD INDEX FDS
+$238.0K
3,543
+38%
增持
SPY
SPDR S&P 500 ETF TR
+$237.0K
4,760
+1%
建仓
—
DUPONT DE NEMOURS INC
+$237.0K
2,934
清仓
MTCH
MATCH GROUP INC NEW
-$236.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$235.0K
3,076
-2%
清仓
—
TOTALENERGIES SE
-$232.0K
0
-100%
建仓
ANSS
ANSYS INC
+$232.0K
579
减持
PFF
ISHARES TR
-$231.0K
95,556
-7%
建仓
SBUX
STARBUCKS CORP
+$228.0K
1,946
清仓
—
NUVEEN GEORGIA QLTY MUN INC
-$225.0K
0
-100%
建仓
VMC
VULCAN MATLS CO
+$224.0K
1,080
建仓
WMB
WILLIAMS COS INC
+$222.0K
8,521
减持
AMD
ADVANCED MICRO DEVICES INC
+$217.0K
5,572
-2%
清仓
OGN
ORGANON & CO
-$215.0K
0
-100%
减持
GIS
GENERAL MLS INC
+$214.0K
39,377
-3%
建仓
XEL
XCEL ENERGY INC
+$214.0K
3,165
增持
NOW
SERVICENOW INC
+$211.0K
778
+65%
建仓
—
FOCUS FINL PARTNERS INC
+$209.0K
3,500
增持
FDX
FEDEX CORP
+$207.0K
2,784
+19%
增持
—
MEDTRONIC PLC
-$207.0K
14,675
+7%
增持
XLV
SELECT SECTOR SPDR TR
+$207.0K
7,793
+11%
增持
MRVL
MARVELL TECHNOLOGY INC
+$205.0K
6,931
+4%
增持
MRK
MERCK & CO INC
+$204.0K
47,802
+4%
清仓
GE
GENERAL ELECTRIC CO
-$203.0K
0
-100%
建仓
GM
GENERAL MTRS CO
+$202.0K
3,447
建仓
—
ACCENTURE PLC IRELAND
+$201.0K
484
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$200.0K
13,925
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$196.0K
12,563
增持
NKE
NIKE INC
+$194.0K
6,466
+6%
减持
FIS
FIDELITY NATL INFORMATION SV
-$191.0K
2,728
-32%
增持
WRB
BERKLEY W R CORP
+$189.0K
20,494
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$187.0K
19,460
+2%
增持
ESGU
ISHARES TR
+$185.0K
5,623
+31%
减持
NSC
NORFOLK SOUTHN CORP
+$185.0K
3,458
-2%
增持
DHR
DANAHER CORPORATION
+$177.0K
2,605
+17%
增持
CSX
CSX CORP
+$177.0K
22,616
+0%
减持
CME
CME GROUP INC
+$171.0K
5,302
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$167.0K
57,826
-9%
增持
PGR
PROGRESSIVE CORP
+$158.0K
6,433
+16%
减持
GD
GENERAL DYNAMICS CORP
+$155.0K
15,615
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$152.0K
3,050
+7%
减持
SYK
STRYKER CORPORATION
-$150.0K
3,006
-17%
减持
PPL
PPL CORP
-$150.0K
22,463
-24%
增持
XLP
SELECT SECTOR SPDR TR
+$148.0K
8,488
+16%
增持
IWB
ISHARES TR
+$146.0K
5,477
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$144.0K
2,743
+13%
增持
DIS
DISNEY WALT CO
-$144.0K
15,837
+3%
减持
IEMG
ISHARES INC
-$143.0K
4,745
-31%
增持
ROK
ROCKWELL AUTOMATION INC
+$143.0K
1,998
+6%
增持
GSLC
GOLDMAN SACHS ETF TR
+$141.0K
10,598
+5%
增持
DVY
ISHARES TR
+$140.0K
6,224
+15%
减持
FHI
FEDERATED HERMES INC
+$138.0K
45,885
-6%
增持
INTC
INTEL CORP
-$134.0K
86,988
+0%
减持
EFX
EQUIFAX INC
+$133.0K
4,696
-4%
增持
MDLZ
MONDELEZ INTL INC
+$130.0K
8,095
+16%
增持
MMM
3M CO
+$129.0K
8,334
+8%
增持
XLU
SELECT SECTOR SPDR TR
+$127.0K
8,569
+13%
增持
TXN
TEXAS INSTRS INC
+$127.0K
9,372
+10%
增持
SPG
SIMON PPTY GROUP INC NEW
+$124.0K
4,122
+0%
增持
ELV
ANTHEM INC
+$124.0K
1,267
+2%
增持
UNP
UNION PAC CORP
+$123.0K
2,155
+1%
减持
AFL
AFLAC INC
+$121.0K
37,360
-5%
增持
CMCSA
COMCAST CORP NEW
-$120.0K
39,137
+5%
增持
USMV
ISHARES TR
+$117.0K
15,811
+0%
增持
TJX
TJX COS INC NEW
+$116.0K
7,050
+11%
增持
SUSA
ISHARES TR
+$114.0K
4,982
+15%