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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 2
增持 42
减持 91
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$1.4M
61,488
+0%
增持
TSLA
TESLA INC
+$1.4M
34,575
+201%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
99,676
-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
PG
PROCTER AND GAMBLE CO
-$1.2M
54,871
-3%
减持
PFE
PFIZER INC
-$1.1M
102,346
-4%
减持
INTC
INTEL CORP
-$1.1M
72,236
-8%
减持
JNJ
JOHNSON & JOHNSON
-$987.0K
60,650
-1%
减持
ABBV
ABBVIE INC
-$843.0K
41,449
-1%
减持
QCOM
QUALCOMM INC
-$745.0K
14,486
-22%
减持
KO
COCA COLA CO
-$734.0K
88,589
-2%
减持
JPM
JPMORGAN CHASE & CO
-$690.0K
46,357
-6%
减持
KMB
KIMBERLY-CLARK CORP
-$678.0K
28,501
-1%
增持
GOOG
ALPHABET INC
-$671.0K
48,876
+1891%
减持
DGRO
ISHARES TR
-$649.0K
135,108
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$624.0K
55,911
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$595.0K
98,043
-1%
减持
AMGN
AMGEN INC
-$480.0K
20,823
-2%
增持
NVDA
NVIDIA CORPORATION
-$478.0K
16,534
+1%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$447.0K
10,929
+114%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$431.0K
15,094
-3%
减持
CMCSA
COMCAST CORP NEW
-$430.0K
42,004
-1%
减持
VGT
VANGUARD WORLD FDS
-$428.0K
15,470
-3%
减持
MCD
MCDONALDS CORP
-$415.0K
21,662
-1%
减持
HD
HOME DEPOT INC
-$415.0K
24,345
-6%
减持
FDX
FEDEX CORP
-$407.0K
1,830
-39%
减持
SO
SOUTHERN CO
-$401.0K
78,012
-3%
减持
DIS
DISNEY WALT CO
-$374.0K
13,418
-23%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$359.0K
0
-100%
减持
LLY
LILLY ELI & CO
-$357.0K
23,308
-4%
增持
EXR
EXTRA SPACE STORAGE INC
+$328.0K
3,327
+130%
减持
PM
PHILIP MORRIS INTL INC
-$326.0K
18,719
-2%
减持
AGG
ISHARES TR
-$323.0K
34,829
-4%
减持
AMZN
AMAZON COM INC
+$323.0K
60,302
-1%
减持
NOBL
PROSHARES TR
-$319.0K
27,343
-7%
增持
WMT
WALMART INC
+$317.0K
23,867
+4%
减持
ORCL
ORACLE CORP
-$315.0K
15,787
-14%
减持
MRK
MERCK & CO INC
-$307.0K
46,111
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$303.0K
12,550
-1%
减持
IWP
ISHARES TR
-$301.0K
5,992
-38%
增持
GOOGL
ALPHABET INC
-$288.0K
26,720
+1948%
增持
DLR
DIGITAL RLTY TR INC
-$287.0K
9,425
+0%
增持
WMB
WILLIAMS COS INC
+$281.0K
22,575
+93%
减持
DUK
DUKE ENERGY CORP NEW
-$278.0K
14,980
-4%
减持
—
ASTRAZENECA PLC
-$271.0K
21,733
-2%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$266.0K
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$257.0K
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$248.0K
95,810
-1%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$244.0K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$242.0K
0
-100%
增持
IBDR
ISHARES TR
-$238.0K
530,462
+1%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$237.0K
0
-100%
清仓
HAS
HASBRO INC
-$235.0K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$230.0K
1,982
+3%
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$230.0K
0
-100%
减持
V
VISA INC
-$229.0K
8,715
-3%
增持
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$228.0K
6,902
+61%
增持
ABT
ABBOTT LABS
-$226.0K
20,098
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$221.0K
19,191
-2%
减持
VTV
VANGUARD INDEX FDS
-$220.0K
23,911
-1%
增持
VOO
VANGUARD INDEX FDS
-$219.0K
14,264
+1%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$219.0K
2,063
减持
CRM
SALESFORCE INC
-$219.0K
9,109
-2%
建仓
DRI
DARDEN RESTAURANTS INC
+$215.0K
1,705
清仓
USB
US BANCORP DEL
-$214.0K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$213.0K
0
-100%
减持
NKE
NIKE INC
-$213.0K
6,183
-13%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$212.0K
18,262
+3%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$210.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$210.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$209.0K
194,834
+3%
清仓
WELL
WELLTOWER INC
-$208.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$207.0K
0
-100%
清仓
IXN
ISHARES TR
-$206.0K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$201.0K
5,651
+40%
增持
AAPL
APPLE INC
+$197.0K
129,588
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$194.0K
3,905
-1%
减持
DNP
DNP SELECT INCOME FD INC
-$175.0K
306,068
-1%
减持
META
META PLATFORMS INC
-$174.0K
4,733
-6%
增持
AVGO
BROADCOM INC
-$172.0K
4,369
+1%
减持
IWF
ISHARES TR
-$169.0K
16,778
-1%
减持
TXN
TEXAS INSTRS INC
-$163.0K
8,472
-12%
减持
VTI
VANGUARD INDEX FDS
-$162.0K
17,006
-0%
减持
PFF
ISHARES TR
-$159.0K
88,439
-2%
减持
MET
METLIFE INC
-$158.0K
4,829
-33%
减持
CCI
CROWN CASTLE INC
-$154.0K
4,457
-6%
增持
MMM
3M CO
-$154.0K
8,380
+0%
减持
GD
GENERAL DYNAMICS CORP
-$151.0K
13,527
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$151.0K
9,637
-0%
减持
CME
CME GROUP INC
-$151.0K
5,305
-0%
减持
PEP
PEPSICO INC
-$149.0K
27,786
-1%
增持
VYM
VANGUARD WHITEHALL FDS
-$145.0K
22,460
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$138.0K
3,657
-0%
减持
ZTS
ZOETIS INC
-$135.0K
4,079
-5%
减持
INTU
INTUIT
-$132.0K
1,309
-21%
减持
T
AT&T INC
-$131.0K
21,659
-2%
减持
—
LAM RESEARCH CORP
-$129.0K
1,947
-1%
增持
QQQ
INVESCO QQQ TR
-$126.0K
14,482
+2%
减持
VDC
VANGUARD WORLD FDS
-$125.0K
1,217
-33%
减持
UNH
UNITEDHEALTH GROUP INC
-$123.0K
4,115
-4%
减持
—
ISHARES TR
-$120.0K
441,720
-1%
减持
BTI
BRITISH AMERN TOB PLC
-$118.0K
7,425
-17%
减持
DEO
DIAGEO PLC
-$114.0K
13,542
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$114.0K
17,967
-2%
减持
CSCO
CISCO SYS INC
-$114.0K
31,215
-2%
增持
WRB
BERKLEY W R CORP
-$113.0K
30,744
+0%
减持
SNY
SANOFI
-$112.0K
6,619
-9%
增持
—
MEDTRONIC PLC
-$110.0K
16,364
+3%
增持
BAX
BAXTER INTL INC
-$110.0K
10,966
+1%
减持
NOW
SERVICENOW INC
-$109.0K
1,001
-2%
增持
—
ISHARES TR
-$107.0K
481,111
+1%
减持
VUG
VANGUARD INDEX FDS
-$104.0K
5,582
-4%
增持
EMR
EMERSON ELEC CO
-$104.0K
17,865
+1%
减持
USMV
ISHARES TR
-$102.0K
14,195
-4%
减持
UTG
REAVES UTIL INCOME FD
-$102.0K
21,732
-3%
减持
IWB
ISHARES TR
-$102.0K
5,768
-3%
减持
GLD
SPDR GOLD TR
-$96.0K
3,316
-8%
增持
—
ISHARES TR
-$94.0K
392,711
+1%
减持
LOW
LOWES COS INC
+$94.0K
8,043
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$94.0K
1,671
-6%
减持
ENB
ENBRIDGE INC
-$93.0K
6,612
-17%
减持
VHT
VANGUARD WORLD FDS
-$91.0K
6,419
-1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$87.0K
12,566
+0%
减持
AMAT
APPLIED MATLS INC
-$83.0K
2,701
-19%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$79.0K
4,028
-7%
增持
SYY
SYSCO CORP
-$78.0K
5,612
+0%
减持
HON
HONEYWELL INTL INC
-$77.0K
6,330
-3%
增持
IBDS
ISHARES TR
-$74.0K
389,632
+3%
减持
—
ISHARES TR
-$74.0K
37,479
-7%
减持
—
EXXON MOBIL CORP
-$72.0K
35,649
-4%
减持
KMI
KINDER MORGAN INC DEL
-$71.0K
72,035
-5%
减持
NFLX
NETFLIX INC
+$69.0K
1,283
-4%
减持
DVY
ISHARES TR
-$69.0K
6,299
-0%
减持
IBMO
ISHARES TR
-$63.0K
35,162
-4%
减持
NSC
NORFOLK SOUTHN CORP
-$63.0K
3,318
-1%
减持
CAT
CATERPILLAR INC
-$61.0K
4,046
-0%
增持
ISTB
ISHARES TR
-$60.0K
49,161
+0%
减持
UNP
UNION PAC CORP
-$60.0K
2,816
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$59.0K
6,508
+6%
减持
CSX
CSX CORP
-$59.0K
22,127
-1%
增持
XLV
SELECT SECTOR SPDR TR
-$58.0K
12,825
+2%
减持
CL
COLGATE PALMOLIVE CO
-$57.0K
5,307
-1%
减持
EFX
EQUIFAX INC
-$57.0K
4,648
-1%
增持
F
FORD MTR CO DEL
+$56.0K
25,939
+23%
增持
NOC
NORTHROP GRUMMAN CORP
+$56.0K
2,814
+6%
增持
AFL
AFLAC INC
+$55.0K
37,557
+1%
减持
—
ISHARES TR
-$55.0K
22,309
-6%
增持
GPC
GENUINE PARTS CO
+$54.0K
2,441
+5%
增持
EQIX
EQUINIX INC
-$54.0K
652
+1%
增持
PNC
PNC FINL SVCS GROUP INC
-$53.0K
7,292
+1%
增持
IWD
ISHARES TR
-$53.0K
7,525
+1%