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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 68
减持 64
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$7.5M
228,462
-3%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
184,482
+903%
减持
LLY
ELI LILLY & CO
+$3.2M
26,644
-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。
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.8M
592,823
+16%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.1M
180,781
-10%
减持
MSFT
MICROSOFT CORP
+$2.0M
77,275
-0%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
32,430
+9%
减持
GOOG
ALPHABET INC
+$1.7M
58,641
-2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.7M
176,569
+12%
增持
IBDR
ISHARES TR
+$1.5M
942,940
+7%
减持
DGRO
ISHARES TR
-$1.5M
158,534
-13%
增持
IBDU
ISHARES TR
+$1.4M
502,849
+15%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
52,208
+8%
增持
—
ISHARES TR
+$1.4M
1,059,376
+5%
增持
VGT
VANGUARD WORLD FD
+$1.4M
23,195
+1%
增持
IBDV
ISHARES TR
+$1.3M
494,404
+15%
增持
IBDW
ISHARES TR
+$1.3M
503,132
+15%
增持
GOOGL
ALPHABET INC
+$1.3M
34,436
+4%
增持
—
EXXON MOBIL CORP
+$1.2M
59,909
+22%
清仓
—
PIONEER NAT RES CO
-$1.1M
0
-100%
减持
INTC
INTEL CORP
-$1.1M
63,308
-7%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
25,080
+12%
增持
HD
HOME DEPOT INC
-$1.0M
30,993
+2%
减持
JNJ
JOHNSON & JOHNSON
-$999.4K
77,932
-0%
增持
IBDT
ISHARES TR
+$864.3K
645,251
+6%
减持
AMZN
AMAZON COM INC
+$835.4K
71,248
-1%
减持
ISTB
ISHARES TR
-$784.3K
55,642
-23%
减持
TSLA
TESLA INC
+$773.1K
36,009
-0%
减持
CME
CME GROUP INC
-$769.2K
3,311
-50%
增持
BAX
BAXTER INTL INC
+$758.8K
37,512
+223%
减持
QQQ
INVESCO QQQ TR
+$735.5K
24,347
-1%
增持
—
ISHARES TR
+$718.7K
804,501
+3%
增持
COWZ
PACER FDS TR
+$672.2K
17,088
+283%
增持
MCD
MCDONALDS CORP
-$626.9K
25,788
+1%
减持
ABBV
ABBVIE INC
-$611.3K
54,024
-0%
减持
AMGN
AMGEN INC
+$602.5K
25,326
-2%
减持
WMT
WALMART INC
+$599.1K
83,267
-1%
减持
QCOM
QUALCOMM INC
+$593.4K
21,414
-1%
增持
—
ISHARES TR
+$585.2K
370,695
+7%
减持
COST
COSTCO WHSL CORP NEW
+$556.1K
5,217
-1%
减持
VOE
VANGUARD INDEX FDS
-$546.9K
10,711
-23%
减持
AVGO
BROADCOM INC
+$499.3K
4,553
-11%
减持
KO
COCA COLA CO
-$480.0K
112,701
-10%
增持
IBDS
ISHARES TR
+$477.2K
764,678
+3%
增持
—
ISHARES TR
+$449.9K
129,651
+15%
增持
IBMO
ISHARES TR
+$445.4K
135,721
+15%
减持
PAPR
INNOVATOR ETFS TRUST
-$443.7K
13,932
-49%
增持
SPY
SPDR S&P 500 ETF TR
+$442.8K
14,794
+2%
减持
PFF
ISHARES TR
-$414.3K
74,963
-13%
增持
—
ISHARES TR
+$412.1K
121,826
+15%
减持
GPN
GLOBAL PMTS INC
-$410.8K
10,988
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$396.1K
26,738
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$394.2K
61,564
+13%
增持
MRK
MERCK & CO INC
-$380.6K
48,489
+0%
减持
DEO
DIAGEO PLC
-$369.0K
13,805
-3%
减持
VB
VANGUARD INDEX FDS
-$360.0K
3,924
-26%
增持
VYM
VANGUARD WHITEHALL FDS
+$359.4K
51,446
+8%
减持
IJR
ISHARES TR
-$354.3K
6,502
-31%
增持
VIGI
VANGUARD WHITEHALL FDS
+$351.1K
17,568
+33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$350.3K
66,375
-10%
增持
ORCL
ORACLE CORP
+$340.9K
20,528
+1%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$336.4K
4,912
减持
SO
SOUTHERN CO
+$334.8K
87,319
-3%
增持
XLU
SELECT SECTOR SPDR TR
+$327.5K
36,176
+11%
增持
META
META PLATFORMS INC
+$311.0K
7,980
+4%
减持
DIS
DISNEY WALT CO
-$308.8K
13,049
-0%
增持
WMB
WILLIAMS COS INC
+$302.6K
55,656
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$300.3K
17,473
-1%
减持
BUFF
INNOVATOR ETFS TRUST
-$300.2K
25,575
-24%
增持
VUG
VANGUARD INDEX FDS
+$299.5K
8,314
+2%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$296.9K
1,879
减持
PEP
PEPSICO INC
-$296.4K
28,606
-0%
增持
WRB
BERKLEY W R CORP
-$296.3K
30,976
+0%
减持
DNP
DNP SELECT INCOME FD INC
-$292.1K
267,182
-3%
减持
GIS
GENERAL MLS INC
-$284.0K
37,890
-1%
增持
PM
PHILIP MORRIS INTL INC
+$283.8K
20,534
+5%
增持
ZTS
ZOETIS INC
+$280.8K
12,581
+12%
增持
CRM
SALESFORCE INC
-$279.2K
9,909
+6%
清仓
MPC
MARATHON PETE CORP
-$278.7K
0
-100%
减持
—
MEDTRONIC PLC
-$272.8K
31,456
-0%
增持
SLV
ISHARES SILVER TR
+$265.2K
24,904
+43%
增持
ITW
ILLINOIS TOOL WKS INC
-$263.2K
8,646
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$253.0K
32,372
+11%
清仓
MLPA
GLOBAL X FDS
-$250.7K
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$249.7K
7,575
-7%
清仓
VNQ
VANGUARD INDEX FDS
-$243.2K
0
-100%
清仓
MSCI
MSCI INC
-$242.7K
0
-100%
增持
IWB
ISHARES TR
+$240.0K
9,347
+6%
减持
IEMG
ISHARES INC
-$231.4K
12,328
-29%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$228.2K
0
-100%
清仓
SUSC
ISHARES TR
-$225.5K
0
-100%
增持
ABT
ABBOTT LABS
-$224.5K
23,268
+0%
增持
CAT
CATERPILLAR INC
-$222.5K
9,758
+3%
减持
FIX
COMFORT SYS USA INC
-$219.4K
784
-46%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$217.5K
1,482
+36%
清仓
CE
CELANESE CORP DEL
-$216.5K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$214.8K
0
-100%
减持
VFH
VANGUARD WORLD FD
-$212.8K
3,731
-35%
清仓
IGV
ISHARES TR
-$211.9K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$208.4K
3,021
+5%
清仓
HACK
AMPLIFY ETF TR
-$208.4K
0
-100%
增持
LOW
LOWES COS INC
-$206.7K
6,277
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$201.9K
84,589
-1%
清仓
ANSS
ANSYS INC
-$201.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$200.5K
0
-100%
清仓
CBZ
CBIZ INC
-$200.2K
0
-100%
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$198.7K
10,642
减持
NEE
NEXTERA ENERGY INC
+$192.5K
44,458
-4%
减持
NOBL
PROSHARES TR
-$192.3K
22,804
-3%
增持
GLD
SPDR GOLD TR
+$191.4K
12,281
+3%
增持
MGA
MAGNA INTL INC
-$190.9K
29,239
+12%
减持
SJM
SMUCKER J M CO
-$184.6K
4,476
-16%
减持
VTV
VANGUARD INDEX FDS
-$172.3K
28,101
-2%
增持
INTU
INTUIT
+$171.9K
3,461
+7%
增持
TJX
TJX COS INC NEW
+$169.3K
11,011
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$165.6K
4,141
+2%
减持
TXN
TEXAS INSTRS INC
+$163.2K
13,284
-4%
增持
—
JAZZ PHARMACEUTICALS PLC
+$161.3K
6,687
+46%
增持
AGG
ISHARES TR
+$160.1K
31,919
+6%
增持
IWM
ISHARES TR
+$156.5K
10,862
+12%
减持
—
ASTRAZENECA PLC
+$154.6K
18,847
-3%
增持
NSC
NORFOLK SOUTHN CORP
-$151.9K
3,793
+0%
增持
V
VISA INC
-$150.7K
20,666
+3%
减持
WY
WEYERHAEUSER CO MTN BE
-$147.9K
10,883
-14%
增持
CALF
PACER FDS TR
+$147.4K
8,823
+83%
减持
KMB
KIMBERLY-CLARK CORP
+$137.0K
28,893
-3%
增持
TGT
TARGET CORP
-$136.7K
4,708
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$132.2K
9,976
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$131.4K
6,321
+1%
增持
AFL
AFLAC INC
+$131.1K
35,750
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$129.8K
2,980
-2%
减持
HDV
ISHARES TR
-$125.3K
7,189
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$124.3K
4,057
-0%
减持
—
AON PLC
-$121.5K
1,970
-6%
增持
IWR
ISHARES TR
-$121.3K
55,380
+1%
减持
USMV
ISHARES TR
-$120.1K
9,889
-13%
减持
AMAT
APPLIED MATLS INC
+$118.6K
4,097
-0%
减持
—
CRH PLC
-$116.7K
2,700
-27%
减持
EFX
EQUIFAX INC
-$116.7K
4,602
-0%
减持
UNP
UNION PAC CORP
-$116.2K
4,093
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$115.4K
2,800
-1%
增持
—
BLACKROCK INC
+$115.2K
1,556
+17%
减持
PSX
PHILLIPS 66
-$114.7K
2,226
-15%
减持
SCHX
SCHWAB STRATEGIC TR
+$113.9K
312,937
-3%
增持
EXR
EXTRA SPACE STORAGE INC
+$111.9K
6,640
+6%
增持
FHI
FEDERATED HERMES INC
-$107.9K
36,217
+1%
减持
GD
GENERAL DYNAMICS CORP
-$105.9K
11,413
-6%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$105.2K
14,378
+1%
减持
NFLX
NETFLIX INC
+$104.4K
1,645
-1%
清仓
FSP
FRANKLIN STR PPTYS CORP
-$101.5K
0
-100%
