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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 32
减持 85
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$13.4M
236,724
-16%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$12.6M
512,622
+677%
减持
NVDA
NVIDIA CORPORATION
+$6.4M
18,391
-11%
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
BND
VANGUARD BD INDEX FDS
+$6.0M
89,439
+1125%
减持
LLY
ELI LILLY & CO
+$5.1M
26,919
-1%
增持
VTI
VANGUARD INDEX FDS
+$4.7M
48,213
+45%
增持
—
ISHARES TR
+$4.2M
1,005,183
+20%
减持
BUFF
INNOVATOR ETFS TRUST
-$2.8M
33,459
-68%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
14,546
+44%
减持
TSLA
TESLA INC
-$2.8M
36,136
-2%
增持
IBDU
ISHARES TR
+$2.6M
436,591
+37%
减持
PM
PHILIP MORRIS INTL INC
-$2.4M
19,613
-56%
增持
IGSB
ISHARES TR
+$2.0M
46,013
+593%
增持
IBDW
ISHARES TR
+$2.0M
436,597
+30%
增持
IBDV
ISHARES TR
+$1.9M
431,141
+28%
建仓
ED
CONSOLIDATED EDISON INC
+$1.8M
19,413
减持
MDLZ
MONDELEZ INTL INC
-$1.6M
10,257
-68%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
322,145
-2%
减持
MO
ALTRIA GROUP INC
-$1.5M
38,076
-51%
减持
LOW
LOWES COS INC
-$1.4M
6,244
-54%
增持
FITB
FIFTH THIRD BANCORP
+$1.3M
72,617
+76%
减持
KHC
KRAFT HEINZ CO
-$1.1M
9,285
-77%
减持
ABBV
ABBVIE INC
+$1.1M
54,242
-4%
减持
AMGN
AMGEN INC
-$1.1M
25,712
-12%
增持
IEF
ISHARES TR
+$990.0K
13,553
+346%
减持
TXN
TEXAS INSTRS INC
-$936.8K
13,897
-29%
减持
VOE
VANGUARD INDEX FDS
-$814.2K
13,842
-32%
减持
MSFT
MICROSOFT CORP
+$804.0K
77,446
-8%
减持
MRK
MERCK & CO INC
+$792.0K
48,378
-6%
增持
CRM
SALESFORCE INC
+$756.8K
9,386
+19%
清仓
BYRN
BYRNA TECHNOLOGIES INC
-$729.6K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$721.6K
248,462
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$698.4K
26,290
-1%
减持
AMZN
AMAZON COM INC
+$692.5K
71,700
-11%
减持
META
META PLATFORMS INC
+$667.3K
7,646
-11%
建仓
DHI
D R HORTON INC
+$656.1K
3,987
减持
NSC
NORFOLK SOUTHN CORP
-$636.5K
3,792
-44%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$627.1K
158,285
-4%
增持
MGA
MAGNA INTL INC
+$615.8K
25,991
+92%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$607.5K
17,617
-8%
增持
BAC
BANK AMERICA CORP
+$601.1K
69,777
+15%
减持
—
ISHARES TR
-$591.5K
778,378
-3%
减持
JPM
JPMORGAN CHASE & CO
+$589.5K
56,403
-10%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$585.9K
17,350
+50%
减持
MCD
MCDONALDS CORP
-$567.9K
25,532
-3%
增持
PGR
PROGRESSIVE CORP
+$560.6K
9,910
+6%
减持
EMR
EMERSON ELEC CO
+$554.7K
39,865
-2%
减持
IBDR
ISHARES TR
-$526.8K
878,432
-2%
减持
INTC
INTEL CORP
-$520.7K
68,192
-3%
减持
PG
PROCTER AND GAMBLE CO
+$510.0K
83,560
-6%
清仓
IHE
ISHARES TR
-$505.4K
0
-100%
减持
WRB
BERKLEY W R CORP
+$474.1K
30,873
-3%
减持
QCOM
QUALCOMM INC
+$461.3K
21,689
-2%
减持
V
VISA INC
-$450.1K
19,976
-14%
减持
PPL
PPL CORP
-$444.6K
20,310
-45%
减持
CAT
CATERPILLAR INC
+$438.5K
9,478
-8%
清仓
MAR
MARRIOTT INTL INC NEW
-$437.9K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$422.2K
29,663
-16%
减持
AVGO
BROADCOM INC
+$417.4K
5,138
-10%
增持
DVY
ISHARES TR
+$407.0K
10,613
+38%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$400.7K
54,415
+9%
减持
XLK
SELECT SECTOR SPDR TR
-$399.7K
22,313
-15%
减持
WCN
WASTE CONNECTIONS INC
-$399.5K
5,034
-41%
减持
DGRO
ISHARES TR
-$393.1K
182,944
-11%
减持
TSCO
TRACTOR SUPPLY CO
-$388.9K
1,982
-53%
减持
DIS
DISNEY WALT CO
+$371.1K
13,112
-4%
减持
SCHD
SCHWAB STRATEGIC TR
-$367.5K
200,637
-8%
减持
QQQ
INVESCO QQQ TR
-$362.0K
24,615
-11%
减持
—
EXXON MOBIL CORP
+$361.5K
49,159
-8%
减持
ISTB
ISHARES TR
-$358.9K
72,093
-9%
减持
NEE
NEXTERA ENERGY INC
-$357.5K
46,246
-15%
减持
VOO
VANGUARD INDEX FDS
+$349.5K
29,695
-7%
建仓
IBIT
ISHARES BITCOIN TR
+$342.2K
8,457
减持
HCA
HCA HEALTHCARE INC
-$331.0K
5,075
-32%
减持
GD
GENERAL DYNAMICS CORP
-$330.4K
12,097
-16%
减持
ROK
ROCKWELL AUTOMATION INC
-$327.1K
5,560
-11%
增持
WMB
WILLIAMS COS INC
+$325.3K
52,932
+6%
减持
AGG
ISHARES TR
-$320.3K
30,000
-9%
建仓
—
CRH PLC
+$319.2K
3,700
清仓
AIG
AMERICAN INTL GROUP INC
-$315.9K
0
-100%
增持
EQIX
EQUINIX INC
+$312.9K
2,116
+19%
减持
PDEC
INNOVATOR ETFS TRUST
-$312.5K
10,902
-46%
减持
VUG
VANGUARD INDEX FDS
-$308.1K
8,164
-19%
清仓
BIIB
BIOGEN INC
-$307.4K
0
-100%
减持
—
AON PLC
-$305.1K
2,097
-39%
减持
PFE
PFIZER INC
-$305.0K
121,223
-5%
减持
—
LAM RESEARCH CORP
+$300.5K
1,824
-3%
清仓
XEL
XCEL ENERGY INC
-$296.4K
0
-100%
减持
EFX
EQUIFAX INC
-$292.3K
4,607
-25%
清仓
SUSB
ISHARES TR
-$292.1K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$282.6K
2,813
-53%
清仓
RIO
RIO TINTO PLC
-$277.1K
0
-100%
清仓
NAPR
INNOVATOR ETFS TR
-$273.8K
0
-100%
减持
BUFG
FIRST TR EXCHNG TRADED FD VI
-$273.5K
11,653
-54%
减持
BUFT
FIRST TR EXCHNG TRADED FD VI
-$271.7K
9,667
-58%
减持
VYM
VANGUARD WHITEHALL FDS
+$264.1K
47,459
-3%
清仓
UAUG
INNOVATOR ETFS TR
-$262.7K
0
-100%
减持
IBDT
ISHARES TR
-$260.7K
607,050
-1%
建仓
COWZ
PACER FDS TR
+$258.9K
4,456
减持
XLP
SELECT SECTOR SPDR TR
-$251.3K
29,152
-15%
减持
WM
WASTE MGMT INC DEL
+$251.1K
8,504
-2%
增持
COP
CONOCOPHILLIPS
+$248.6K
5,210
+46%
增持
ZTS
ZOETIS INC
+$243.9K
11,230
+34%
增持
—
MEDTRONIC PLC
+$242.7K
31,540
+4%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$240.3K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$236.8K
0
-100%
建仓
—
NVENT ELECTRIC PLC
+$233.6K
3,098
减持
PEP
PEPSICO INC
-$230.8K
28,652
-7%
增持
IJH
ISHARES TR
-$230.8K
4,255
+141%
减持
GOOGL
ALPHABET INC
+$230.1K
33,246
-3%
清仓
—
ELBIT SYS LTD
-$229.2K
0
-100%
增持
CME
CME GROUP INC
+$227.1K
6,596
+16%
增持
TJX
TJX COS INC NEW
+$226.3K
10,284
+18%
清仓
CW
CURTISS WRIGHT CORP
-$220.3K
0
-100%
建仓
CE
CELANESE CORP DEL
+$216.5K
1,260
减持
—
EATON CORP PLC
+$212.8K
3,360
-3%
清仓
NZF
NUVEEN MUNICIPAL CREDIT INC
-$209.6K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$209.3K
0
-100%
建仓
GLW
CORNING INC
+$208.5K
6,327
建仓
HACK
AMPLIFY ETF TR
+$208.4K
3,250
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$206.8K
85,667
-5%
清仓
LQD
ISHARES TR
-$204.9K
0
-100%
增持
—
ISHARES TR
+$204.2K
346,871
+2%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$204.1K
2,751
清仓
SCHE
SCHWAB STRATEGIC TR
-$203.7K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$202.3K
0
-100%
建仓
AAON
AAON INC
+$201.1K
2,283
建仓
CBZ
CBIZ INC
+$200.2K
2,550
增持
MOAT
VANECK ETF TRUST
+$194.2K
4,813
+71%
减持
NFLX
NETFLIX INC
+$193.6K
1,656
-1%
减持
SUSC
ISHARES TR
-$193.2K
9,811
-45%
增持
UNH
UNITEDHEALTH GROUP INC
-$190.2K
6,241
+0%
减持
IBDS
ISHARES TR
-$186.6K
742,378
-1%
减持
RTX
RTX CORPORATION
+$185.6K
23,170
-6%
减持
CVX
CHEVRON CORP NEW
+$181.8K
37,240
-2%
清仓
GAB
GABELLI EQUITY TR INC
-$177.8K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$177.7K
5,293
-6%
减持
ORCL
ORACLE CORP
+$175.9K
20,363
-10%
减持
—
ISHARES TR
-$172.9K
106,390
-6%
减持
IBMO
ISHARES TR
-$170.6K
117,989
-5%
减持
AMAT
APPLIED MATLS INC
+$164.8K
4,113
-2%
减持
IWR
ISHARES TR
+$164.0K
54,841
-4%
增持
INTU
INTUIT
+$163.9K
3,235
+4%
减持
PAUG
INNOVATOR ETFS TRUST
-$163.9K
7,291
-42%
减持
EXR
EXTRA SPACE STORAGE INC
-$163.5K
6,259
-7%
增持
FIX
COMFORT SYS USA INC
+$162.9K
1,441
+0%
清仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$161.9K
0
-100%
减持
—
ISHARES TR
-$160.1K
112,771
-5%
减持
TGT
TARGET CORP
+$159.2K
4,705
-1%
减持
—
PIONEER NAT RES CO
+$158.6K
4,282
-0%