小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 1
增持 1
减持 139
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$29.9M
246,172
-40%
减持
MSFT
MICROSOFT CORP
-$23.0M
83,737
-44%
减持
LLY
LILLY ELI & CO
-$14.7M
28,071
-44%
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
IBDR
ISHARES TR
-$14.7M
808,543
-43%
减持
—
ISHARES TR
-$14.1M
747,038
-43%
减持
IBDT
ISHARES TR
-$13.9M
59,328
-90%
减持
—
ISHARES TR
-$13.3M
672,951
-44%
减持
SCHX
SCHWAB STRATEGIC TR
-$12.3M
314,054
-40%
减持
IBDS
ISHARES TR
-$11.9M
631,705
-44%
减持
JNJ
JOHNSON & JOHNSON
-$11.8M
80,280
-45%
减持
PG
PROCTER AND GAMBLE CO
-$11.7M
89,102
-47%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$11.4M
80,156
-45%
减持
SCHD
SCHWAB STRATEGIC TR
-$11.1M
176,747
-44%
减持
HD
HOME DEPOT INC
-$10.0M
31,965
-45%
减持
VGT
VANGUARD WORLD FDS
-$9.4M
19,444
-51%
减持
VOO
VANGUARD INDEX FDS
-$9.0M
26,166
-43%
减持
JPM
JPMORGAN CHASE & CO
-$9.0M
60,612
-44%
减持
QQQ
INVESCO QQQ TR
-$8.4M
20,839
-50%
减持
DGRO
ISHARES TR
-$8.3M
188,121
-45%
减持
AMZN
AMAZON COM INC
-$7.9M
88,801
-36%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$7.5M
19,178
-50%
清仓
IBDU
ISHARES TR
-$7.4M
0
-100%
清仓
IBDV
ISHARES TR
-$7.3M
0
-100%
减持
ABBV
ABBVIE INC
-$7.1M
53,112
-46%
清仓
IBDW
ISHARES TR
-$7.0M
0
-100%
减持
AMGN
AMGEN INC
-$7.0M
28,258
-43%
减持
NVDA
NVIDIA CORPORATION
-$6.7M
18,794
-41%
减持
GOOG
ALPHABET INC
-$6.6M
63,937
-43%
减持
MCD
MCDONALDS CORP
-$6.4M
25,854
-47%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$6.2M
146,142
-44%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$6.1M
251,749
-50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.1M
18,103
-48%
减持
—
ISHARES TR
-$5.9M
152,023
-62%
减持
TSLA
TESLA INC
-$5.7M
37,100
-48%
减持
SO
SOUTHERN CO
-$5.7M
92,139
-46%
减持
KO
COCA COLA CO
-$5.3M
126,473
-41%
减持
CVX
CHEVRON CORP NEW
-$5.1M
36,809
-46%
减持
AVGO
BROADCOM INC
-$5.0M
6,135
-40%
减持
IWF
ISHARES TR
-$4.9M
23,267
-41%
减持
VTI
VANGUARD INDEX FDS
-$4.8M
30,543
-38%
减持
MRK
MERCK & CO INC
-$4.5M
57,681
-40%
增持
—
ISHARES TR
+$4.5M
605,799
+40%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.1M
41,355
-46%
减持
—
EXXON MOBIL CORP
-$4.0M
46,527
-47%
减持
BUFF
INNOVATOR ETFS TR
-$3.9M
7,771
-93%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.9M
16,571
-57%
减持
WMT
WALMART INC
-$3.9M
28,557
-47%
减持
XLK
SELECT SECTOR SPDR TR
-$3.8M
17,095
-54%
减持
PEP
PEPSICO INC
-$3.8M
35,898
-39%
减持
PFE
PFIZER INC
-$3.6M
131,034
-43%
减持
V
VISA INC
-$3.6M
19,944
-40%
减持
XLV
SELECT SECTOR SPDR TR
-$3.5M
23,519
-51%
减持
VTV
VANGUARD INDEX FDS
-$3.5M
31,732
-42%
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
9,318
-44%
减持
KMB
KIMBERLY-CLARK CORP
-$3.4M
31,827
-47%
减持
AFL
AFLAC INC
-$3.4M
37,312
-50%
减持
GD
GENERAL DYNAMICS CORP
-$3.4M
16,446
-41%
减持
PM
PHILIP MORRIS INTL INC
-$3.3M
28,695
-55%
减持
GOOGL
ALPHABET INC
-$3.2M
38,467
-38%
减持
NEE
NEXTERA ENERGY INC
-$3.0M
48,607
-49%
减持
MO
ALTRIA GROUP INC
-$3.0M
41,444
-64%
减持
CAT
CATERPILLAR INC
-$2.9M
4,541
-68%
减持
IWR
ISHARES TR
-$2.9M
51,307
-41%
减持
COST
COSTCO WHSL CORP NEW
-$2.7M
4,934
-44%
减持
INTC
INTEL CORP
-$2.7M
78,360
-42%
减持
IBMO
ISHARES TR
-$2.7M
55,667
-65%
减持
VHT
VANGUARD WORLD FDS
-$2.6M
10,996
-47%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.6M
96,166
-41%
减持
ABT
ABBOTT LABS
-$2.5M
24,912
-45%
减持
META
META PLATFORMS INC
-$2.5M
4,896
-60%
减持
—
ISHARES TR
-$2.4M
51,725
-64%
减持
—
ISHARES TR
-$2.4M
45,231
-67%
减持
ISTB
ISHARES TR
-$2.4M
75,259
-40%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
6,512
-37%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.3M
10,280
-48%
减持
AGG
ISHARES TR
-$2.3M
39,098
-38%
减持
IWB
ISHARES TR
-$2.3M
7,147
-56%
减持
PFF
ISHARES TR
-$2.3M
92,138
-45%
减持
DNP
DNP SELECT INCOME FD INC
-$2.3M
325,365
-45%
减持
—
MEDTRONIC PLC
-$2.3M
19,266
-59%
减持
IBMP
ISHARES TR
-$2.2M
42,345
-68%
减持
EMR
EMERSON ELEC CO
-$2.2M
40,705
-31%
减持
NOBL
PROSHARES TR
-$2.2M
30,139
-43%
减持
VUG
VANGUARD INDEX FDS
-$2.1M
9,061
-42%
清仓
IBMQ
ISHARES TR
-$2.1M
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$2.1M
11,284
-72%
减持
GIS
GENERAL MLS INC
-$2.1M
39,951
-46%
减持
ITW
ILLINOIS TOOL WKS INC
-$2.0M
8,500
-50%
减持
AXP
AMERICAN EXPRESS CO
-$2.0M
10,657
-51%
减持
QCOM
QUALCOMM INC
-$2.0M
22,752
-39%
减持
CMCSA
COMCAST CORP NEW
-$2.0M
57,120
-45%
减持
VO
VANGUARD INDEX FDS
-$1.9M
6,892
-54%
减持
TXN
TEXAS INSTRS INC
-$1.9M
16,497
-44%
减持
KMI
KINDER MORGAN INC DEL
-$1.8M
106,509
-49%
减持
BAC
BANK AMERICA CORP
-$1.8M
54,416
-46%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
4,442
-45%
减持
DLR
DIGITAL RLTY TR INC
-$1.8M
14,110
-45%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.8M
0
-100%
减持
LOW
LOWES COS INC
-$1.7M
14,347
-33%
清仓
IBMR
ISHARES TR
-$1.7M
0
-100%
减持
DEO
DIAGEO PLC
-$1.7M
15,094
-45%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.7M
49,467
-42%
减持
DUK
DUKE ENERGY CORP NEW
-$1.7M
20,831
-43%
减持
AEP
AMERICAN ELEC PWR CO INC
-$1.6M
20,666
-49%
减持
HCA
HCA HEALTHCARE INC
-$1.6M
1,512
-80%
减持
DE
DEERE & CO
-$1.6M
3,929
-50%
减持
IWM
ISHARES TR
-$1.6M
9,483
-45%
减持
CRM
SALESFORCE INC
-$1.6M
8,108
-51%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.5M
23,951
-44%
减持
ORCL
ORACLE CORP
-$1.5M
23,126
-40%
减持
IVV
ISHARES TR
-$1.5M
3,710
-47%
减持
EFX
EQUIFAX INC
-$1.5M
4,684
-57%
减持
XLP
SELECT SECTOR SPDR TR
-$1.4M
28,050
-42%
减持
VOE
VANGUARD INDEX FDS
-$1.4M
16,248
-34%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.4M
7,007
-51%
减持
HON
HONEYWELL INTL INC
-$1.3M
8,426
-40%
减持
—
ASTRAZENECA PLC
-$1.3M
23,054
-47%
清仓
UFEB
INNOVATOR ETFS TR
-$1.3M
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$1.3M
28,685
-42%
减持
GPN
GLOBAL PMTS INC
-$1.3M
11,029
-49%
减持
FITB
FIFTH THIRD BANCORP
-$1.3M
19,291
-63%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.3M
4,319
-49%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$1.2M
0
-100%
减持
WMB
WILLIAMS COS INC
-$1.2M
42,674
-42%
减持
INTU
INTUIT
-$1.2M
2,534
-39%
减持
IWD
ISHARES TR
-$1.2M
8,144
-47%
减持
WM
WASTE MGMT INC DEL
-$1.2M
8,905
-43%
减持
FHI
FEDERATED HERMES INC
-$1.2M
38,978
-50%
减持
EQIX
EQUINIX INC
-$1.1M
1,026
-58%
减持
CSCO
CISCO SYS INC
-$1.1M
44,164
-36%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.1M
2
-50%
减持
PAYX
PAYCHEX INC
-$1.1M
10,624
-46%
减持
ZTS
ZOETIS INC
-$1.1M
7,387
-42%
减持
—
LAM RESEARCH CORP
-$1.1M
2,219
-40%
减持
—
BLACKROCK INC
-$1.0M
740
-63%
减持
USMV
ISHARES TR
-$998.0K
14,300
-47%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$977.4K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$976.3K
5,531
-28%
减持
CME
CME GROUP INC
-$969.9K
5,688
-47%
建仓
TLT
ISHARES TR
+$958.5K
9,011
减持
NSC
NORFOLK SOUTHN CORP
-$948.0K
6,956
-31%
减持
PPL
PPL CORP
-$933.8K
24,337
-58%
减持
IJR
ISHARES TR
-$919.3K
6,465
-56%
减持
ISRG
INTUITIVE SURGICAL INC
-$908.0K
2,865
-47%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$905.8K
3,324
-39%
减持
IEFA
ISHARES TR
-$888.8K
23,277
-36%
减持
SYK
STRYKER CORPORATION
-$882.0K
4,194
-44%
减持
MMM
3M CO
-$872.5K
9,140
-43%
减持
UNP
UNION PAC CORP
-$850.3K
4,327
-42%
减持
PRK
PARK NATL CORP
-$836.1K
5,393
-50%
