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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 30
增持 67
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES TR
-$13.8M
0
-100%
增持
AAPL
APPLE INC
+$12.5M
280,535
+16%
建仓
IBDU
ISHARES TR
+$7.4M
318,723
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。
建仓
IBDV
ISHARES TR
+$7.3M
336,729
建仓
IBDW
ISHARES TR
+$7.0M
336,036
增持
MSFT
MICROSOFT CORP
+$5.1M
84,510
+0%
增持
VGT
VANGUARD WORLD FDS
+$3.1M
24,799
+16%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
327,380
+5%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
31,879
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
90,592
+6%
减持
IBDR
ISHARES TR
-$2.1M
898,634
-11%
增持
QQQ
INVESCO QQQ TR
+$2.0M
27,572
+6%
增持
IBMQ
ISHARES TR
+$1.8M
81,164
+707%
增持
HD
HOME DEPOT INC
+$1.8M
33,981
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.8M
217,324
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
26,426
+44%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
66,009
增持
—
ISHARES TR
+$1.7M
118,443
+120%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
20,642
+6%
增持
—
ISHARES TR
+$1.7M
113,139
+139%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
33,186
+15%
增持
IBMP
ISHARES TR
+$1.7M
109,875
+149%
建仓
IBMR
ISHARES TR
+$1.7M
66,049
增持
IBMO
ISHARES TR
+$1.7M
123,930
+108%
减持
AMZN
AMAZON COM INC
+$1.7M
80,563
-3%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
62,951
+1%
增持
PM
PHILIP MORRIS INTL INC
+$1.6M
44,709
+58%
增持
MDLZ
MONDELEZ INTL INC
+$1.5M
31,689
+182%
减持
AVGO
BROADCOM INC
+$1.5M
5,727
-3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.4M
22,886
+6%
增持
—
ISHARES TR
+$1.4M
339,474
+20%
减持
—
ISHARES TR
-$1.4M
839,573
-8%
增持
MO
ALTRIA GROUP INC
+$1.3M
77,267
+80%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
49,072
+19%
减持
—
ISHARES TR
-$1.2M
806,498
-6%
增持
DGRO
ISHARES TR
+$1.2M
204,661
+3%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.0M
165,246
+4%
增持
BUFF
INNOVATOR ETFS TR
+$1.0M
105,245
+23%
减持
—
EXXON MOBIL CORP
-$955.7K
53,539
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$936.8K
18,516
-57%
增持
XLK
SELECT SECTOR SPDR TR
+$931.8K
26,220
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$914.7K
49,702
-17%
清仓
—
ISHARES TR
-$883.4K
0
-100%
减持
LLY
ELI LILLY & CO
+$869.4K
27,143
-2%
减持
PFE
PFIZER INC
-$855.7K
127,437
-7%
减持
INTC
INTEL CORP
+$854.6K
70,305
-7%
减持
MCD
MCDONALDS CORP
+$820.9K
26,193
-1%
增持
AXP
AMERICAN EXPRESS CO
+$804.8K
14,707
+12%
建仓
MGA
MAGNA INTL INC
+$800.2K
13,545
增持
V
VISA INC
+$772.3K
23,142
+1%
清仓
TLT
ISHARES TR
-$734.8K
0
-100%
增持
IWR
ISHARES TR
+$694.4K
57,218
+6%
减持
IWF
ISHARES TR
+$690.8K
23,110
-3%
减持
QCOM
QUALCOMM INC
+$653.1K
22,198
-4%
减持
DNP
DNP SELECT INCOME FD INC
-$643.4K
281,263
-12%
增持
COST
COSTCO WHSL CORP NEW
+$634.6K
5,606
+3%
增持
META
META PLATFORMS INC
+$629.4K
8,604
+7%
减持
IBDT
ISHARES TR
+$619.2K
612,963
-0%
增持
VO
VANGUARD INDEX FDS
+$611.8K
10,203
+21%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$610.1K
0
-100%
增持
HCA
HCA HEALTHCARE INC
+$599.4K
7,476
+29%
增持
VHT
VANGUARD WORLD FDS
+$587.7K
14,554
+12%
增持
VUG
VANGUARD INDEX FDS
+$587.0K
10,030
+8%
增持
CVX
CHEVRON CORP NEW
-$570.8K
38,163
+3%
增持
CRM
SALESFORCE INC
+$570.2K
7,867
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$557.6K
35,228
+7%
增持
—
BLACKROCK INC
+$556.1K
1,272
+72%
增持
NEE
NEXTERA ENERGY INC
+$552.3K
54,545
+13%
增持
SO
SOUTHERN CO
+$536.3K
92,503
+1%
增持
VOE
VANGUARD INDEX FDS
+$532.3K
20,498
+10%
增持
RTX
RTX CORPORATION
+$526.4K
24,652
+15%
建仓
IHE
ISHARES TR
+$505.4K
2,726
增持
CAT
CATERPILLAR INC
+$504.0K
10,263
+11%
清仓
TIP
ISHARES TR
-$494.6K
0
-100%
减持
IBDS
ISHARES TR
-$493.8K
746,143
-6%
增持
VIGI
VANGUARD WHITEHALL FDS
+$480.0K
12,319
+77%
增持
TXN
TEXAS INSTRS INC
+$474.3K
19,699
+9%
清仓
VXF
VANGUARD INDEX FDS
-$473.0K
0
-100%
减持
GOOG
ALPHABET INC
+$466.3K
64,265
-1%
增持
ABBV
ABBVIE INC
+$403.3K
56,657
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$396.4K
1,945
-34%
增持
ROK
ROCKWELL AUTOMATION INC
+$394.8K
6,270
+15%
减持
AMGN
AMGEN INC
+$393.7K
29,055
-2%
增持
IWB
ISHARES TR
+$392.6K
10,243
+5%
减持
EFX
EQUIFAX INC
+$391.5K
6,166
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$367.9K
34,394
-17%
减持
VZ
VERIZON COMMUNICATIONS INC
+$366.5K
77,890
-2%
减持
KO
COCA COLA CO
+$365.2K
127,658
-0%
增持
KMI
KINDER MORGAN INC DEL
+$356.2K
134,740
+11%
减持
FITB
FIFTH THIRD BANCORP
+$341.3K
41,292
-3%
减持
BAC
BANK AMERICA CORP
+$339.4K
60,732
-2%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$337.4K
6,613
减持
SPY
SPDR S&P 500 ETF TR
+$329.9K
10,072
-3%
增持
VNQ
VANGUARD INDEX FDS
+$324.5K
5,951
+124%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$323.9K
247,762
-1%
减持
ABT
ABBOTT LABS
+$323.6K
25,157
-0%
建仓
IGV
ISHARES TR
+$319.2K
787
增持
IJR
ISHARES TR
+$316.5K
10,587
+20%
减持
MRK
MERCK & CO INC
+$309.6K
51,289
-0%
建仓
C
CITIGROUP INC
+$306.9K
5,967
减持
PEP
PEPSICO INC
-$305.2K
30,883
-6%
增持
PNC
PNC FINL SVCS GROUP INC
+$304.7K
7,803
+6%
增持
WMT
WALMART INC
+$300.7K
31,823
+8%
清仓
—
ISHARES TR
-$297.3K
0
-100%
清仓
MTUM
ISHARES TR
-$294.5K
0
-100%
增持
BX
BLACKSTONE INC
+$293.8K
7,846
+15%
增持
ITW
ILLINOIS TOOL WKS INC
+$281.8K
8,648
+0%
建仓
FCX
FREEPORT-MCMORAN INC
+$279.6K
6,568
减持
—
LAM RESEARCH CORP
+$277.9K
1,879
-1%
建仓
RIO
RIO TINTO PLC
+$277.1K
3,721
减持
AMD
ADVANCED MICRO DEVICES INC
+$275.4K
6,564
-2%
减持
VTV
VANGUARD INDEX FDS
+$274.2K
30,448
-2%
增持
DLR
DIGITAL RLTY TR INC
+$272.4K
17,316
+2%
清仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$272.3K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$253.8K
994
增持
EQIX
EQUINIX INC
+$253.5K
1,780
+10%
建仓
COF
CAPITAL ONE FINL CORP
+$252.7K
1,927
增持
VCR
VANGUARD WORLD FDS
+$247.5K
3,061
+20%
建仓
SPGI
S&P GLOBAL INC
+$245.1K
556
建仓
CPRT
COPART INC
+$241.9K
4,936
增持
VB
VANGUARD INDEX FDS
+$241.5K
5,637
+11%
增持
ZTS
ZOETIS INC
+$238.5K
8,392
+3%
减持
XLU
SELECT SECTOR SPDR TR
-$238.0K
36,219
-16%
增持
WRB
BERKLEY W R CORP
+$237.2K
31,905
+0%
减持
NSC
NORFOLK SOUTHN CORP
+$236.8K
6,781
-2%
增持
AFL
AFLAC INC
+$236.4K
38,140
+1%
清仓
SDY
SPDR SER TR
-$235.3K
0
-100%
减持
GLD
SPDR GOLD TR
+$235.0K
12,066
-0%
建仓
EVRG
EVERGY INC
+$231.1K
4,427
建仓
MLPA
GLOBAL X FDS
+$230.4K
5,200
建仓
—
ELBIT SYS LTD
+$229.2K
1,075
建仓
MU
MICRON TECHNOLOGY INC
+$228.7K
2,680
增持
UNP
UNION PAC CORP
+$228.3K
4,575
+4%
减持
IWM
ISHARES TR
+$222.6K
10,868
-2%
清仓
XBJA
INNOVATOR ETFS TR
-$221.8K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$217.3K
2,525
增持
IAU
ISHARES GOLD TR
+$216.4K
28,296
+11%
建仓
ANSS
ANSYS INC
+$215.2K
593
建仓
WELL
WELLTOWER INC
+$214.2K
2,376
减持
—
AON PLC
-$213.9K
3,453
-8%
建仓
HPQ
HP INC
+$211.7K
7,036
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$210.4K
92
建仓
BNY
BANK NEW YORK MELLON CORP
+$209.6K
4,027
减持
SHOP
SHOPIFY INC
+$209.1K
9,008
-0%
建仓
CALF
PACER FDS TR
+$207.7K
4,324
建仓
—
THOMSON REUTERS CORP.
+$205.7K
1,407
建仓
LQD
ISHARES TR
+$204.9K
1,851
减持
CSCO
CISCO SYS INC
-$204.3K
40,252
-3%
建仓
SCHE
SCHWAB STRATEGIC TR
+$203.7K
8,218
减持
PRK
PARK NATL CORP
+$203.5K
5,393
-1%