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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 10
增持 55
减持 69
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$6.1M
250,804
增持
AAPL
APPLE INC
-$4.7M
129,550
+1%
增持
TSLA
TESLA INC
-$4.6M
11,494
+0%
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
AMZN
AMAZON COM INC
-$3.1M
61,113
+1972%
增持
MSFT
MICROSOFT CORP
-$2.9M
61,386
+1%
建仓
—
SCHWAB CHARLES FAMILY FD
+$2.0M
1,976,771
减持
VGT
VANGUARD WORLD FDS
-$1.5M
15,873
-1%
增持
GOOG
ALPHABET INC
-$1.5M
2,455
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$1.4M
189,432
+3%
增持
NVDA
NVIDIA CORPORATION
-$1.4M
16,393
+15%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
17,041
+104%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
14,139
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
57,022
-1%
减持
IWF
ISHARES TR
-$1.1M
16,914
-1%
减持
IWR
ISHARES TR
-$1.0M
32,827
-18%
增持
INTC
INTEL CORP
-$942.0K
78,603
+0%
增持
JPM
JPMORGAN CHASE & CO
-$918.0K
49,146
+4%
减持
WMT
WALMART INC
-$869.0K
22,847
-7%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$818.0K
2
增持
VOO
VANGUARD INDEX FDS
-$816.0K
14,132
+3%
增持
DGRO
ISHARES TR
-$805.0K
139,732
+0%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$741.0K
96,551
+0%
增持
DIS
DISNEY WALT CO
-$680.0K
17,372
+3%
减持
LLY
LILLY ELI & CO
+$671.0K
24,348
-3%
减持
VCR
VANGUARD WORLD FDS
-$655.0K
1,101
-63%
增持
GOOGL
ALPHABET INC
-$624.0K
1,305
+5%
增持
AVGO
BROADCOM INC
-$619.0K
4,347
+0%
增持
QQQ
INVESCO QQQ TR
-$603.0K
14,257
+12%
增持
IVV
ISHARES TR
+$560.0K
3,525
+106%
建仓
VOE
VANGUARD INDEX FDS
+$542.0K
4,183
增持
HD
HOME DEPOT INC
-$517.0K
26,006
+2%
减持
JNJ
JOHNSON & JOHNSON
-$511.0K
61,375
-5%
减持
NOBL
PROSHARES TR
-$510.0K
29,348
-8%
增持
CVX
CHEVRON CORP NEW
-$497.0K
30,928
+1%
减持
DEO
DIAGEO PLC
-$484.0K
13,864
-3%
减持
NTR
NUTRIEN LTD
-$471.0K
2,601
-60%
减持
VUG
VANGUARD INDEX FDS
-$470.0K
5,822
-5%
增持
PG
PROCTER AND GAMBLE CO
-$454.0K
56,374
+1%
减持
VTV
VANGUARD INDEX FDS
-$434.0K
24,057
-1%
减持
GD
GENERAL DYNAMICS CORP
-$424.0K
13,654
-4%
增持
CSCO
CISCO SYS INC
-$411.0K
31,973
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$407.0K
99,238
+4%
增持
IBDR
ISHARES TR
-$407.0K
525,109
+0%
减持
MO
ALTRIA GROUP INC
-$399.0K
32,998
-3%
增持
BAC
BK OF AMERICA CORP
-$389.0K
39,037
+0%
减持
MRK
MERCK & CO INC
+$363.0K
46,925
-2%
减持
NFLX
NETFLIX INC
-$359.0K
1,333
-16%
减持
AFL
AFLAC INC
-$349.0K
37,152
-1%
减持
LOW
LOWES COS INC
-$348.0K
8,105
-7%
减持
EMR
EMERSON ELEC CO
-$344.0K
17,752
-1%
减持
META
META PLATFORMS INC
-$343.0K
5,060
-3%
减持
AGG
ISHARES TR
-$342.0K
36,169
-4%
减持
KMB
KIMBERLY-CLARK CORP
+$337.0K
28,754
-0%
增持
XLV
SELECT SECTOR SPDR TR
+$331.0K
12,561
+34%
增持
SHOP
SHOPIFY INC
-$329.0K
8,160
+844%
减持
VHT
VANGUARD WORLD FDS
-$328.0K
6,484
-11%
减持
VB
VANGUARD INDEX FDS
-$327.0K
2,707
-28%
建仓
—
LUMIRADX LTD
+$327.0K
123,060
减持
PFF
ISHARES TR
-$323.0K
90,024
-0%
减持
TGT
TARGET CORP
-$316.0K
4,429
-0%
减持
TXN
TEXAS INSTRS INC
-$310.0K
9,590
-1%
清仓
OVT
LISTED FD TR
-$308.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$305.0K
41,936
-0%
增持
—
MEDTRONIC PLC
-$302.0K
15,948
+2%
增持
ABBV
ABBVIE INC
-$298.0K
41,823
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$287.0K
5,690
+6%
减持
GPN
GLOBAL PMTS INC
-$277.0K
10,539
-0%
增持
DNP
DNP SELECT INCOME FD INC
-$276.0K
308,634
+1%
清仓
IWO
ISHARES TR
-$276.0K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$275.0K
10,850
减持
ISRG
INTUITIVE SURGICAL INC
-$268.0K
2,403
-3%
清仓
YUM
YUM BRANDS INC
-$265.0K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$263.0K
15,488
+7%
清仓
—
ABIOMED INC
-$261.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$257.0K
2,466
减持
EFX
EQUIFAX INC
-$256.0K
4,672
-0%
减持
KO
COCA COLA CO
-$254.0K
90,559
-6%
清仓
PYPL
PAYPAL HLDGS INC
-$254.0K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$252.0K
0
-100%
减持
FHI
FEDERATED HERMES INC
-$249.0K
38,602
-11%
清仓
—
SYNOVUS FINL CORP
-$247.0K
0
-100%
清仓
VOX
VANGUARD WORLD FDS
-$244.0K
0
-100%
减持
SO
SOUTHERN CO
-$244.0K
80,019
-2%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$243.0K
4,300
清仓
SQ
BLOCK INC
-$242.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$242.0K
42,345
+4%
减持
ORCL
ORACLE CORP
-$238.0K
18,311
-0%
减持
PAYX
PAYCHEX INC
-$236.0K
10,224
-0%
减持
ITW
ILLINOIS TOOL WKS INC
-$233.0K
8,455
-0%
清仓
DRI
DARDEN RESTAURANTS INC
-$227.0K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$223.0K
9,686
-9%
增持
CRM
SALESFORCE INC
-$215.0K
9,266
+13%
清仓
VNQ
VANGUARD INDEX FDS
-$212.0K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$211.0K
3,339
-2%
减持
IWP
ISHARES TR
-$211.0K
9,732
-0%
清仓
VFC
V F CORP
-$207.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$207.0K
747
减持
REGN
REGENERON PHARMACEUTICALS
-$207.0K
1,920
-0%
增持
SYK
STRYKER CORPORATION
-$205.0K
3,044
+0%
清仓
—
DUPONT DE NEMOURS INC
-$205.0K
0
-100%
清仓
—
ASML HOLDING N V
-$202.0K
0
-100%
减持
CSX
CSX CORP
-$201.0K
22,287
-2%
清仓
DOW
DOW INC
-$201.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$201.0K
0
-100%
减持
IWD
ISHARES TR
-$200.0K
7,425
-3%
减持
IJR
ISHARES TR
-$198.0K
5,966
-14%
减持
AXP
AMERICAN EXPRESS CO
-$197.0K
4,049
-0%
减持
—
AON PLC
-$196.0K
2,737
-5%
增持
NKE
NIKE INC
-$195.0K
7,114
+4%
增持
—
ISHARES TR
+$184.0K
390,165
+3%
增持
ABT
ABBOTT LABS
-$184.0K
19,984
+0%
减持
USMV
ISHARES TR
-$179.0K
14,808
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$179.0K
6,157
+4%
减持
CME
CME GROUP INC
-$178.0K
5,330
-0%
增持
PNC
PNC FINL SVCS GROUP INC
-$176.0K
7,247
+1%
减持
AMAT
APPLIED MATLS INC
-$172.0K
3,343
-7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$171.0K
9,660
-0%
增持
IWB
ISHARES TR
-$171.0K
5,967
+6%
减持
KMI
KINDER MORGAN INC DEL
-$167.0K
75,750
-0%
建仓
GPRO
GOPRO INC
+$166.0K
30,000
增持
IBDS
ISHARES TR
+$165.0K
378,553
+6%
增持
IWM
ISHARES TR
-$164.0K
6,765
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$164.0K
18,241
+41%
增持
—
LAM RESEARCH CORP
-$163.0K
1,976
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$161.0K
101,092
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$151.0K
2,244
-25%
增持
MRVL
MARVELL TECHNOLOGY INC
-$150.0K
5,894
+4%
增持
WFC
WELLS FARGO CO NEW
-$149.0K
16,175
+0%
减持
BAX
BAXTER INTL INC
-$147.0K
10,909
-0%
减持
DLR
DIGITAL RLTY TR INC
-$141.0K
9,412
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$141.0K
15,584
-4%
减持
TSCO
TRACTOR SUPPLY CO
-$140.0K
3,475
-0%
减持
HDV
ISHARES TR
-$140.0K
5,501
-15%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$139.0K
5,504
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$139.0K
12,778
+24%
减持
ISTB
ISHARES TR
-$138.0K
49,068
-3%
增持
—
ISHARES TR
+$135.0K
23,781
+27%
减持
MTUM
ISHARES TR
-$135.0K
2,790
-9%
增持
—
ISHARES TR
+$135.0K
24,567
+27%
减持
SDY
SPDR SER TR
-$135.0K
2,310
-28%
增持
—
ISHARES TR
+$134.0K
24,681
+27%
减持
LMT
LOCKHEED MARTIN CORP
-$134.0K
3,958
-5%
增持
—
ISHARES TR
+$133.0K
444,022
+2%
增持
IBMP
ISHARES TR
+$132.0K
21,421
+34%
增持
IBMO
ISHARES TR
+$130.0K
36,678
+17%
增持
MMM
3M CO
-$129.0K
8,349
+3%
减持
DE
DEERE & CO
-$125.0K
917
-5%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$123.0K
9,210
-13%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$121.0K
1,471
-9%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$110.0K
1,625
-24%