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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 15
增持 134
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$52.6M
407,656
+215%
增持
MSFT
MICROSOFT CORP
+$32.8M
148,529
+142%
增持
IBDR
ISHARES TR
+$21.6M
1,428,186
+169%
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
—
ISHARES TR
+$20.8M
1,318,312
+174%
增持
—
ISHARES TR
+$20.3M
1,206,477
+207%
增持
SCHX
SCHWAB STRATEGIC TR
+$19.2M
527,087
+171%
增持
PG
PROCTER AND GAMBLE CO
+$18.0M
167,570
+205%
增持
IBDS
ISHARES TR
+$18.0M
1,135,484
+191%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.5M
316,728
+223%
增持
LLY
LILLY ELI & CO
+$16.8M
50,444
+116%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.2M
145,326
+160%
建仓
IBDT
ISHARES TR
+$15.4M
612,963
增持
JNJ
JOHNSON & JOHNSON
+$14.3M
145,999
+141%
增持
VOO
VANGUARD INDEX FDS
+$14.2M
45,866
+222%
增持
HD
HOME DEPOT INC
+$12.7M
58,086
+139%
增持
VGT
VANGUARD WORLD FDS
+$12.1M
40,031
+159%
增持
JPM
JPMORGAN CHASE & CO
+$12.0M
108,849
+135%
增持
DGRO
ISHARES TR
+$11.7M
339,357
+151%
增持
QQQ
INVESCO QQQ TR
+$11.2M
41,832
+189%
增持
AMZN
AMAZON COM INC
+$10.3M
138,248
+129%
增持
ABBV
ABBVIE INC
+$10.0M
98,462
+138%
增持
NVDA
NVIDIA CORPORATION
+$9.9M
31,939
+93%
建仓
—
ISHARES TR
+$9.6M
401,613
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$9.5M
38,655
+156%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$9.3M
259,305
+171%
增持
AMGN
AMGEN INC
+$9.1M
49,676
+139%
增持
MCD
MCDONALDS CORP
+$8.7M
48,539
+124%
增持
GOOG
ALPHABET INC
+$8.6M
111,831
+129%
增持
KO
COCA COLA CO
+$8.2M
216,030
+144%
增持
VTI
VANGUARD INDEX FDS
+$8.0M
49,581
+192%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.8M
34,756
+144%
建仓
IBDU
ISHARES TR
+$7.4M
318,723
建仓
IBDV
ISHARES TR
+$7.3M
336,729
增持
IWF
ISHARES TR
+$7.0M
39,684
+137%
建仓
IBDW
ISHARES TR
+$7.0M
336,036
增持
AVGO
BROADCOM INC
+$7.0M
10,203
+134%
增持
SO
SOUTHERN CO
+$6.8M
171,667
+120%
增持
MRK
MERCK & CO INC
+$6.7M
96,937
+110%
增持
CVX
CHEVRON CORP NEW
+$6.6M
68,207
+121%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$6.6M
498,566
+99%
增持
V
VISA INC
+$6.5M
33,073
+279%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.4M
76,982
+243%
增持
—
EXXON MOBIL CORP
+$6.0M
87,390
+145%
增持
PEP
PEPSICO INC
+$5.8M
58,962
+112%
增持
SPY
SPDR S&P 500 ETF TR
+$5.1M
16,500
+172%
增持
XLK
SELECT SECTOR SPDR TR
+$5.0M
36,977
+227%
增持
XLV
SELECT SECTOR SPDR TR
+$5.0M
48,153
+275%
增持
WMT
WALMART INC
+$5.0M
53,527
+124%
增持
VTV
VANGUARD INDEX FDS
+$4.9M
54,269
+127%
增持
GOOGL
ALPHABET INC
+$4.6M
61,556
+130%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.6M
38,965
+210%
增持
PM
PHILIP MORRIS INTL INC
+$4.5M
63,385
+239%
增持
PFE
PFIZER INC
+$4.5M
231,097
+126%
增持
KMB
KIMBERLY-CLARK CORP
+$4.4M
59,662
+109%
增持
EMR
EMERSON ELEC CO
+$4.4M
59,190
+231%
增持
IWR
ISHARES TR
+$4.4M
86,743
+159%
增持
TSLA
TESLA INC
+$4.3M
71,484
+107%
增持
GD
GENERAL DYNAMICS CORP
+$4.2M
27,977
+107%
建仓
BUFF
INNOVATOR ETFS TR
+$4.2M
105,245
增持
VHT
VANGUARD WORLD FDS
+$3.8M
20,856
+225%
增持
COST
COSTCO WHSL CORP NEW
+$3.8M
8,818
+195%
增持
ISTB
ISHARES TR
+$3.7M
125,964
+156%
增持
AFL
AFLAC INC
+$3.7M
74,751
+99%
增持
TXN
TEXAS INSTRS INC
+$3.6M
29,216
+245%
增持
NEE
NEXTERA ENERGY INC
+$3.5M
95,750
+134%
增持
MO
ALTRIA GROUP INC
+$3.5M
114,883
+238%
增持
INTC
INTEL CORP
+$3.4M
135,795
+88%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.4M
10,325
+151%
增持
CAT
CATERPILLAR INC
+$3.3M
14,241
+252%
增持
QCOM
QUALCOMM INC
+$3.2M
37,421
+158%
增持
IBMO
ISHARES TR
+$3.2M
160,485
+356%
增持
—
ISHARES TR
+$3.2M
142,184
+537%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
15,753
+182%
增持
LOW
LOWES COS INC
+$3.1M
21,487
+167%
增持
ABT
ABBOTT LABS
+$3.0M
45,357
+126%
增持
VOE
VANGUARD INDEX FDS
+$3.0M
24,773
+475%
增持
AXP
AMERICAN EXPRESS CO
+$3.0M
21,563
+282%
增持
—
ISHARES TR
+$3.0M
137,589
+497%
增持
DE
DEERE & CO
+$2.9M
7,826
+753%
增持
CMCSA
COMCAST CORP NEW
+$2.9M
103,213
+146%
增持
AGG
ISHARES TR
+$2.9M
63,295
+82%
增持
META
META PLATFORMS INC
+$2.9M
12,372
+161%
增持
GIS
GENERAL MLS INC
+$2.8M
73,998
+111%
增持
IBMP
ISHARES TR
+$2.8M
130,818
+500%
增持
IWB
ISHARES TR
+$2.8M
16,063
+178%
增持
NOBL
PROSHARES TR
+$2.7M
53,097
+94%
增持
ORCL
ORACLE CORP
+$2.7M
38,316
+143%
增持
DNP
DNP SELECT INCOME FD INC
+$2.7M
589,708
+93%
增持
XLP
SELECT SECTOR SPDR TR
+$2.6M
47,962
+259%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.6M
85,203
+139%
增持
ITW
ILLINOIS TOOL WKS INC
+$2.6M
17,047
+99%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
163,890
+64%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.5M
8,072
+121%
增持
—
MEDTRONIC PLC
+$2.5M
47,160
+188%
增持
KMI
KINDER MORGAN INC DEL
+$2.5M
207,082
+187%
增持
VO
VANGUARD INDEX FDS
+$2.5M
14,959
+219%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.5M
19,642
+104%
增持
MDLZ
MONDELEZ INTL INC
+$2.4M
40,158
+376%
增持
XLU
SELECT SECTOR SPDR TR
+$2.4M
49,884
+272%
增持
RTX
RTX CORPORATION
+$2.4M
42,474
+133%
增持
PFF
ISHARES TR
+$2.4M
167,450
+89%
增持
GLD
SPDR GOLD TR
+$2.3M
15,088
+355%
增持
DUK
DUKE ENERGY CORP NEW
+$2.3M
36,825
+146%
增持
DLR
DIGITAL RLTY TR INC
+$2.2M
25,531
+171%
增持
IWM
ISHARES TR
+$2.2M
17,350
+154%
增持
BAC
BANK AMERICA CORP
+$2.2M
100,478
+157%
增持
CSCO
CISCO SYS INC
+$2.2M
69,388
+122%
增持
ROK
ROCKWELL AUTOMATION INC
+$2.2M
8,507
+420%
增持
DEO
DIAGEO PLC
+$2.1M
27,282
+101%
增持
LMT
LOCKHEED MARTIN CORP
+$2.1M
7,641
+96%
建仓
IBMQ
ISHARES TR
+$2.1M
81,164
建仓
HCA
HCA HEALTHCARE INC
+$2.0M
7,476
清仓
—
SCHWAB CHARLES FAMILY FD
-$1.9M
0
-100%
增持
HON
HONEYWELL INTL INC
+$1.9M
13,958
+121%
增持
CRM
SALESFORCE INC
+$1.9M
16,385
+80%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.9M
40,181
+109%
增持
WMB
WILLIAMS COS INC
+$1.9M
73,002
+223%
增持
INTU
INTUIT
+$1.8M
4,163
+218%
增持
IEFA
ISHARES TR
+$1.8M
36,314
+198%
增持
WM
WASTE MGMT INC DEL
+$1.8M
15,530
+193%
增持
IVV
ISHARES TR
+$1.8M
7,016
+99%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
66,009
增持
—
ASTRAZENECA PLC
+$1.7M
43,448
+100%
增持
NSC
NORFOLK SOUTHN CORP
+$1.7M
10,108
+205%
建仓
KHC
KRAFT HEINZ CO
+$1.7M
45,747
增持
ZTS
ZOETIS INC
+$1.7M
12,814
+214%
建仓
IBMR
ISHARES TR
+$1.7M
66,049
增持
EFX
EQUIFAX INC
+$1.6M
10,809
+133%
增持
—
LAM RESEARCH CORP
+$1.5M
3,701
+90%
增持
EQIX
EQUINIX INC
+$1.5M
2,469
+279%
增持
SYK
STRYKER CORPORATION
+$1.4M
7,495
+139%
增持
FHI
FEDERATED HERMES INC
+$1.4M
77,571
+101%
增持
IWD
ISHARES TR
+$1.4M
15,339
+104%
增持
FITB
FIFTH THIRD BANCORP
+$1.4M
52,229
+348%
建仓
SJM
SMUCKER J M CO
+$1.3M
9,489
建仓
UFEB
INNOVATOR ETFS TR
+$1.3M
50,100
增持
GPN
GLOBAL PMTS INC
+$1.3M
21,593
+105%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.3M
5,449
+139%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$1.3M
14,567
+180%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$1.2M
15,774
增持
WCN
WASTE CONNECTIONS INC
+$1.2M
12,216
+212%
增持
PGR
PROGRESSIVE CORP
+$1.2M
15,682
+66%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.2M
4
+100%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
5,389
+121%
增持
UNP
UNION PAC CORP
+$1.2M
7,460
+165%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.2M
14,356
+97%
增持
PAYX
PAYCHEX INC
+$1.2M
19,520
+92%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.2M
4,760
增持
VB
VANGUARD INDEX FDS
+$1.1M
7,848
+189%
增持
CME
CME GROUP INC
+$1.1M
10,817
+104%
