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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 18
增持 128
减持 3
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$23.8M
308,775
+35%
增持
—
ISHARES TR
+$13.8M
1,599,171
+51%
增持
VTI
VANGUARD INDEX FDS
+$6.8M
73,321
+40%
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
IBDR
ISHARES TR
+$6.7M
1,198,154
+27%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.9M
772,233
+30%
增持
IBDS
ISHARES TR
+$5.3M
961,816
+26%
增持
IBDT
ISHARES TR
+$4.6M
806,748
+25%
增持
IBDU
ISHARES TR
+$4.5M
676,437
+35%
增持
TSLA
TESLA INC
+$4.3M
43,512
+21%
增持
VOO
VANGUARD INDEX FDS
+$4.2M
38,713
+19%
增持
IBDV
ISHARES TR
+$3.8M
646,385
+31%
增持
—
ISHARES TR
+$3.7M
950,120
+18%
增持
IBDW
ISHARES TR
+$3.6M
651,055
+29%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
215,789
+17%
增持
QQQ
INVESCO QQQ TR
+$3.4M
30,786
+26%
增持
PM
PHILIP MORRIS INTL INC
+$3.4M
44,821
+118%
增持
HD
HOME DEPOT INC
+$3.1M
33,998
+10%
增持
MSFT
MICROSOFT CORP
+$2.9M
86,981
+13%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.8M
199,522
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
91,709
+8%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.6M
205,749
+17%
增持
XLK
SELECT SECTOR SPDR TR
+$2.6M
36,718
+46%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
334,004
+7%
增持
XLU
SELECT SECTOR SPDR TR
+$2.5M
61,643
+70%
增持
LOW
LOWES COS INC
+$2.5M
14,323
+128%
增持
AMZN
AMAZON COM INC
+$2.5M
87,224
+22%
增持
XLV
SELECT SECTOR SPDR TR
+$2.5M
44,765
+47%
增持
VGT
VANGUARD WORLD FD
+$2.4M
26,968
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
30,792
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
17,827
+21%
增持
MCD
MCDONALDS CORP
+$2.1M
28,591
+11%
增持
WMT
WALMART INC
+$2.1M
96,187
+16%
增持
JPM
JPMORGAN CHASE & CO.
+$2.1M
63,751
+14%
增持
MO
ALTRIA GROUP INC
+$2.1M
73,553
+101%
增持
ABBV
ABBVIE INC
+$2.1M
57,376
+6%
增持
XLP
SELECT SECTOR SPDR TR
+$1.9M
53,229
+64%
增持
PG
PROCTER AND GAMBLE CO
+$1.9M
89,396
+9%
增持
META
META PLATFORMS INC
+$1.8M
10,235
+28%
建仓
BYRN
BYRNA TECHNOLOGIES INC
+$1.8M
106,380
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
81,374
+4%
增持
DGRO
ISHARES TR
+$1.8M
174,283
+10%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.8M
24,835
+11%
增持
MDLZ
MONDELEZ INTL INC
+$1.7M
32,676
+220%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
19,165
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.7M
60,529
+18%
增持
IWF
ISHARES TR
+$1.6M
22,590
+19%
增持
SO
SOUTHERN CO
+$1.5M
91,922
+5%
增持
VOE
VANGUARD INDEX FDS
+$1.4M
17,958
+68%
增持
IWB
ISHARES TR
+$1.4M
13,252
+42%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
15,805
+24%
增持
IVV
ISHARES TR
+$1.3M
5,556
+63%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$1.3M
120,000
增持
—
ISHARES TR
+$1.3M
424,207
+14%
增持
AVGO
BROADCOM INC
+$1.3M
49,861
+995%
增持
AMGN
AMGEN INC
+$1.2M
28,364
+12%
增持
KO
COCA COLA CO
+$1.2M
116,788
+4%
增持
CAT
CATERPILLAR INC
+$1.2M
11,408
+17%
增持
FITB
FIFTH THIRD BANCORP
+$1.2M
90,462
+23%
增持
IWR
ISHARES TR
+$1.1M
63,229
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
7,298
+15%
建仓
—
FERRARI N V
+$1.0M
2,207
增持
V
VISA INC
+$1.0M
23,464
+14%
增持
HCA
HCA HEALTHCARE INC
+$994.1K
6,670
+25%
增持
ORCL
ORACLE CORP
+$982.8K
22,778
+11%
增持
EQIX
EQUINIX INC
+$981.1K
3,087
+33%
增持
COST
COSTCO WHSL CORP NEW
+$979.9K
6,107
+17%
增持
—
EXXON MOBIL CORP
+$960.3K
67,028
+12%
增持
AGG
ISHARES TR
+$909.4K
39,575
+24%
增持
ED
CONSOLIDATED EDISON INC
+$894.1K
26,111
+28%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$885.4K
66,527
+8%
增持
NSC
NORFOLK SOUTHN CORP
+$883.9K
6,834
+80%
增持
ZTS
ZOETIS INC
+$882.0K
15,677
+25%
增持
CRM
SALESFORCE INC
+$870.0K
12,486
+26%
增持
WMB
WILLIAMS COS INC
+$857.8K
70,606
+27%
增持
VHT
VANGUARD WORLD FD
+$847.0K
15,792
+16%
增持
PGR
PROGRESSIVE CORP
+$840.8K
11,474
+15%
增持
AFL
AFLAC INC
+$840.0K
36,071
+1%
建仓
LCTU
BLACKROCK ETF TRUST
+$816.2K
13,010
增持
IWM
ISHARES TR
+$797.4K
13,586
+25%
增持
NEE
NEXTERA ENERGY INC
+$764.7K
46,288
+4%
增持
RTX
RTX CORPORATION
+$744.3K
24,211
+11%
增持
EFX
EQUIFAX INC
+$694.1K
6,159
+34%
增持
ABT
ABBOTT LABS
+$688.2K
27,243
+17%
增持
VIGI
VANGUARD WHITEHALL FDS
+$685.5K
23,940
+36%
减持
INTC
INTEL CORP
-$643.4K
56,151
-11%
增持
KMI
KINDER MORGAN INC DEL
+$623.7K
132,887
+14%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$623.5K
24,441
+30%
增持
CMCSA
COMCAST CORP NEW
+$612.8K
75,744
+16%
增持
VTV
VANGUARD INDEX FDS
+$610.5K
29,319
+4%
增持
PEP
PEPSICO INC
+$606.4K
31,311
+9%
增持
SLV
ISHARES SILVER TR
+$598.0K
44,340
+78%
增持
GD
GENERAL DYNAMICS CORP
+$588.0K
12,903
+13%
增持
COWZ
PACER FDS TR
+$568.8K
25,937
+52%
增持
—
MEDTRONIC PLC
+$563.8K
33,763
+7%
增持
TXN
TEXAS INSTRS INC
+$553.1K
15,187
+14%
增持
IWD
ISHARES TR
+$550.9K
9,464
+33%
增持
PFE
PFIZER INC
+$542.4K
137,132
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$535.6K
22,190
+10%
建仓
BGRN
ISHARES TR
+$534.4K
11,055
增持
DNP
DNP SELECT INCOME FD INC
+$505.1K
269,062
+1%
建仓
MAR
MARRIOTT INTL INC NEW
+$493.7K
1,986
增持
VUG
VANGUARD INDEX FDS
+$493.7K
9,385
+13%
建仓
USXF
ISHARES TR
+$486.4K
9,910
增持
OKE
ONEOK INC NEW
+$468.5K
10,030
+84%
增持
EXR
EXTRA SPACE STORAGE INC
+$468.2K
8,325
+25%
增持
DHI
D R HORTON INC
+$459.8K
5,628
+29%
增持
LMT
LOCKHEED MARTIN CORP
+$457.6K
3,582
+2%
增持
TJX
TJX COS INC NEW
+$454.6K
14,182
+29%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$452.3K
4,359
+7%
增持
GIS
GENERAL MLS INC
+$445.3K
38,486
+2%
增持
SYK
STRYKER CORPORATION
+$443.7K
4,924
+25%
增持
AEP
AMERICAN ELEC PWR CO INC
+$439.3K
21,356
+7%
增持
GLD
SPDR GOLD TR
+$434.9K
12,653
+3%
增持
WEC
WEC ENERGY GROUP INC
+$430.2K
7,688
+95%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$428.5K
13,954
+124%
减持
ESGU
ISHARES TR
-$423.7K
2,736
-58%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$416.9K
10,112
+1%
增持
VCR
VANGUARD WORLD FD
+$416.4K
4,117
+30%
建仓
ITOT
ISHARES TR
+$411.5K
3,276
增持
GOOGL
ALPHABET INC
+$407.6K
40,277
+17%
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$407.0K
17,209
建仓
NUBD
NUSHARES ETF TR
+$400.4K
17,640
增持
VZ
VERIZON COMMUNICATIONS INC
+$390.6K
69,648
+5%
增持
QCOM
QUALCOMM INC
-$388.5K
22,798
+6%
增持
ROK
ROCKWELL AUTOMATION INC
+$387.6K
7,517
+27%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$381.2K
19,298
+20%
建仓
DSI
ISHARES TR
+$380.8K
3,500
增持
MGA
MAGNA INTL INC
+$380.6K
39,126
+34%
增持
NOBL
PROSHARES TR
+$375.6K
24,051
+5%
增持
—
LAM RESEARCH CORP
-$371.3K
1,825
+4%
增持
GE
GE AEROSPACE
+$370.5K
3,721
+79%
增持
CCI
CROWN CASTLE INC
+$370.1K
13,107
+8%
增持
BX
BLACKSTONE INC
+$368.1K
8,036
+15%
增持
CSCO
CISCO SYS INC
+$358.4K
42,991
+6%
建仓
MKC
MCCORMICK & CO INC
+$353.9K
4,300
建仓
CEG
CONSTELLATION ENERGY CORP
+$348.7K
1,341
增持
INTU
INTUIT
+$346.0K
4,220
+22%
建仓
CW
CURTISS WRIGHT CORP
+$333.6K
1,015
增持
CARR
CARRIER GLOBAL CORPORATION
+$330.9K
10,733
+27%
增持
DLR
DIGITAL RLTY TR INC
+$328.1K
16,628
+7%
建仓
ESGV
VANGUARD WORLD FD
+$325.6K
3,203
增持
IEFA
ISHARES TR
+$323.7K
24,295
+12%
清仓
SCCO
SOUTHERN COPPER CORP
-$314.8K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$313.0K
3,210
增持
AMD
ADVANCED MICRO DEVICES INC
+$312.0K
8,096
+29%
增持
—
BLACKROCK INC
+$311.9K
1,619
+4%
减持
FHI
FEDERATED HERMES INC
-$310.7K
23,935
-34%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$306.8K
4,109
增持
IAU
ISHARES GOLD TR
+$306.6K
28,458
+13%
建仓
AIG
AMERICAN INTL GROUP INC
+$305.8K
4,176
