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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 72
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES TR
-$24.0M
0
-100%
增持
—
ISHARES TR
+$10.6M
2,024,550
+27%
清仓
—
ISHARES TR
-$10.2M
0
-100%
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
IBDX
ISHARES TR
+$7.4M
299,033
增持
TSLA
TESLA INC
+$6.6M
44,481
+2%
增持
—
ISHARES TR
+$6.3M
296,858
+972%
增持
AAPL
APPLE INC
+$5.4M
308,929
+0%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
228,235
+6%
增持
AVGO
BROADCOM INC
+$3.6M
52,588
+5%
清仓
—
ISHARES TR
-$3.3M
0
-100%
减持
AMZN
AMAZON COM INC
+$2.7M
86,535
-1%
增持
IBDR
ISHARES TR
+$2.4M
1,307,356
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
5,013
-31%
增持
LLY
ELI LILLY & CO
-$1.7M
29,417
+7%
减持
MCD
MCDONALDS CORP
-$1.7M
24,230
-15%
减持
INTU
INTUIT
-$1.7M
1,528
-64%
减持
ZTS
ZOETIS INC
-$1.6M
8,904
-43%
减持
JPM
JPMORGAN CHASE & CO.
+$1.6M
62,640
-2%
增持
IBDS
ISHARES TR
+$1.6M
1,043,419
+8%
增持
GOOG
ALPHABET INC
+$1.6M
65,406
+0%
清仓
—
BLACKROCK INC
-$1.5M
0
-100%
建仓
BLK
BLACKROCK INC
+$1.5M
1,469
增持
WMT
WALMART INC
+$1.5M
102,556
+7%
建仓
LRCX
LAM RESEARCH CORP
+$1.5M
20,681
清仓
—
LAM RESEARCH CORP
-$1.5M
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.5M
1,980
-74%
增持
AMGN
AMGEN INC
-$1.4M
29,523
+4%
增持
GOOGL
ALPHABET INC
+$1.4M
42,710
+6%
减持
CMCSA
COMCAST CORP NEW
-$1.4M
48,160
-36%
减持
MGA
MAGNA INTL INC
-$1.3M
6,403
-84%
增持
RTX
RTX CORPORATION
+$1.3M
36,329
+50%
增持
BYRN
BYRNA TECHNOLOGIES INC
+$1.3M
106,735
+0%
增持
JNJ
JOHNSON & JOHNSON
-$1.2M
82,711
+2%
建仓
VRT
VERTIV HOLDINGS CO
+$1.2M
10,724
减持
EXR
EXTRA SPACE STORAGE INC
-$1.2M
1,906
-77%
增持
AFL
AFLAC INC
+$1.2M
50,712
+41%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
797,312
+3%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.2M
13,796
增持
—
ASTRAZENECA PLC
+$1.1M
40,571
+109%
增持
SYK
STRYKER CORPORATION
+$1.1M
8,026
+63%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
75,398
+3%
增持
VGT
VANGUARD WORLD FD
+$1.1M
27,188
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$1.1M
34,975
+565%
建仓
TPG
TPG INC
+$1.1M
16,873
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
15,999
+392%
减持
CRM
SALESFORCE INC
-$962.5K
7,344
-41%
增持
XLK
SELECT SECTOR SPDR TR
+$949.2K
39,733
+8%
增持
VOO
VANGUARD INDEX FDS
+$944.7K
39,666
+2%
减持
PFE
PFIZER INC
-$930.8K
114,505
-17%
增持
KO
COCA COLA CO
-$896.6K
120,395
+3%
增持
IBDT
ISHARES TR
+$895.6K
863,127
+7%
增持
ABBV
ABBVIE INC
-$879.7K
58,812
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$820.1K
57,708
-17%
增持
XEL
XCEL ENERGY INC
+$801.6K
15,618
+303%
减持
AXP
AMERICAN EXPRESS CO
-$801.4K
11,742
-26%
增持
QQQ
INVESCO QQQ TR
+$780.9K
30,919
+0%
增持
MRK
MERCK & CO INC
-$688.9K
51,990
+1%
增持
WCN
WASTE CONNECTIONS INC
+$676.9K
10,210
+70%
减持
CCI
CROWN CASTLE INC
-$671.5K
9,733
-26%
减持
BAX
BAXTER INTL INC
-$650.0K
30,464
-25%
增持
MSFT
MICROSOFT CORP
+$640.9K
90,318
+4%
增持
VUG
VANGUARD INDEX FDS
+$626.0K
10,304
+10%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$625.6K
31,455
+63%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$622.7K
252,162
+1%
增持
EMR
EMERSON ELEC CO
+$608.5K
40,926
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$596.3K
65,492
+8%
减持
VHT
VANGUARD WORLD FD
-$593.6K
15,226
-4%
增持
REGN
REGENERON PHARMACEUTICALS
-$562.4K
2,227
+9%
增持
HCA
HCA HEALTHCARE INC
-$549.4K
7,201
+8%
增持
SO
SOUTHERN CO
-$548.8K
94,033
+2%
增持
NEE
NEXTERA ENERGY INC
-$537.2K
47,086
+2%
减持
MDLZ
MONDELEZ INTL INC
-$524.7K
31,517
-4%
建仓
IBMS
ISHARES TR
+$523.7K
20,645
减持
—
MEDTRONIC PLC
-$507.0K
31,706
-6%
减持
INTC
INTEL CORP
-$502.9K
40,621
-28%
减持
EQIX
EQUINIX INC
-$486.5K
2,390
-23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$484.3K
4,252
-2%
减持
KMI
KINDER MORGAN INC DEL
+$481.8K
124,716
-6%
增持
GLD
SPDR GOLD TR
+$480.2K
14,685
+16%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$474.0K
213,558
+4%
增持
TJX
TJX COS INC NEW
+$448.3K
17,509
+23%
增持
IBDU
ISHARES TR
+$443.6K
716,958
+6%
减持
IWF
ISHARES TR
+$440.8K
22,213
-2%
减持
CVX
CHEVRON CORP NEW
-$424.8K
38,969
-5%
减持
GIS
GENERAL MLS INC
-$416.7K
38,035
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$416.1K
632,566
+217%
增持
GD
GENERAL DYNAMICS CORP
-$415.0K
13,224
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$381.4K
7,840
-3%
增持
—
EXXON MOBIL CORP
-$372.8K
69,575
+4%
增持
CSCO
CISCO SYS INC
+$367.8K
44,862
+4%
减持
DGRO
ISHARES TR
-$363.4K
172,195
-1%
减持
LOW
LOWES COS INC
-$362.2K
14,251
-1%
增持
IBDV
ISHARES TR
+$355.5K
687,539
+6%
减持
DNP
DNP SELECT INCOME FD INC
-$353.4K
266,216
-1%
增持
IBDW
ISHARES TR
+$349.8K
696,080
+7%
增持
LMT
LOCKHEED MARTIN CORP
-$342.8K
3,603
+1%
增持
BAC
BANK AMERICA CORP
+$341.2K
71,130
+1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$334.2K
1,677
+107%
减持
WMB
WILLIAMS COS INC
+$323.9K
65,540
-7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$323.4K
10,664
+5%
建仓
TRGP
TARGA RES CORP
+$313.4K
1,756
清仓
SBUX
STARBUCKS CORP
-$313.0K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$311.4K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$310.7K
90,502
+1%
增持
DHI
D R HORTON INC
+$309.4K
9,892
+76%
减持
MRVL
MARVELL TECHNOLOGY INC
+$303.4K
12,113
-16%
增持
PEP
PEPSICO INC
-$301.4K
33,033
+5%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$298.4K
11,813
减持
NFLX
NETFLIX INC
+$293.3K
1,756
-2%
减持
DEO
DIAGEO PLC
-$286.7K
13,350
-6%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$284.9K
23,442
-4%
建仓
SFLR
INNOVATOR ETFS TRUST
+$280.7K
8,597
增持
XLV
SELECT SECTOR SPDR TR
-$278.3K
48,095
+7%
建仓
EQR
EQUITY RESIDENTIAL
+$272.6K
3,799
增持
TXN
TEXAS INSTRS INC
-$271.3K
15,284
+1%
减持
VOE
VANGUARD INDEX FDS
-$270.8K
16,939
-6%
减持
PFF
ISHARES TR
-$259.5K
68,679
-6%
增持
IWB
ISHARES TR
+$252.7K
13,717
+4%
建仓
TTD
THE TRADE DESK INC
+$246.0K
2,093
增持
COWZ
PACER FDS TR
+$245.3K
30,900
+19%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$244.9K
10,738
+19%
减持
ELV
ELEVANCE HEALTH INC
-$242.9K
956
-17%
减持
EFX
EQUIFAX INC
-$241.3K
6,155
-0%
增持
KMB
KIMBERLY-CLARK CORP
-$240.2K
30,589
+2%
增持
TMFC
RBB FD INC
+$234.4K
15,854
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$233.5K
17,851
+0%
减持
SHOP
SHOPIFY INC
+$232.3K
8,916
-0%
清仓
NVO
NOVO-NORDISK A S
-$230.8K
0
-100%
清仓
HAS
HASBRO INC
-$229.8K
0
-100%
减持
CDW
CDW CORP
-$228.9K
1,206
-38%
清仓
BIIB
BIOGEN INC
-$225.6K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$225.3K
610
减持
DIS
DISNEY WALT CO
+$224.4K
15,168
-0%
清仓
—
TOTALENERGIES SE
-$223.4K
0
-100%
增持
HON
HONEYWELL INTL INC
+$221.0K
8,721
+3%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$219.4K
0
-100%
建仓
MCK
MCKESSON CORP
+$218.8K
384
建仓
IGV
ISHARES TR
+$218.8K
2,185
建仓
APO
APOLLO GLOBAL MGMT INC
+$218.5K
1,323
增持
AEP
AMERICAN ELEC PWR CO INC
-$218.3K
21,390
+0%
增持
USLM
UNITED STS LIME & MINERALS I
+$213.3K
5,525
+4%
减持
ISTB
ISHARES TR
-$211.2K
54,441
-6%
减持
IEFA
ISHARES TR
-$209.9K
23,995
-1%
增持
QCOM
QUALCOMM INC
-$208.9K
23,876
+5%
建仓
SPYG
SPDR SER TR
+$208.8K
2,375
减持
DLR
DIGITAL RLTY TR INC
+$207.0K
16,342
-2%
建仓
HACK
AMPLIFY ETF TR
+$204.8K
2,750
减持
KHC
KRAFT HEINZ CO
-$203.9K
11,648
-27%
建仓
SHLD
GLOBAL X FDS
+$202.0K
5,400
建仓
MRSH
MARSH & MCLENNAN COS INC
+$201.6K
949