小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 53
减持 63
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$13.4M
287,943
-7%
减持
TSLA
TESLA INC
-$8.9M
38,457
-14%
增持
IBDX
ISHARES TR
+$6.2M
543,273
+82%
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
NVDA
NVIDIA CORPORATION
-$5.6M
231,566
+1%
减持
AVGO
BROADCOM INC
-$3.7M
50,996
-3%
增持
MSFT
MICROSOFT CORP
-$3.6M
91,747
+2%
增持
—
ISHARES TR
+$3.5M
447,972
+51%
增持
IBDS
ISHARES TR
+$3.0M
1,159,837
+11%
减持
VGT
VANGUARD WORLD FD
-$2.8M
26,056
-4%
增持
IBDR
ISHARES TR
+$2.7M
1,409,703
+8%
增持
IBDT
ISHARES TR
+$2.6M
952,148
+10%
增持
IBDU
ISHARES TR
+$2.6M
817,229
+14%
增持
AMZN
AMAZON COM INC
-$2.4M
87,401
+1%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
70,979
-6%
减持
GOOG
ALPHABET INC
-$2.3M
64,781
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
547,465
-13%
增持
IBDW
ISHARES TR
+$1.8M
770,502
+11%
增持
IBDV
ISHARES TR
+$1.8M
757,598
+10%
增持
—
ISHARES TR
+$1.7M
2,082,429
+3%
减持
QQQ
INVESCO QQQ TR
-$1.6M
30,353
-2%
减持
GOOGL
ALPHABET INC
-$1.5M
42,487
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.5M
956,160
-2%
减持
LLY
ELI LILLY & CO
+$1.4M
29,197
-1%
减持
VOO
VANGUARD INDEX FDS
-$1.4M
38,856
-2%
减持
AMGN
AMGEN INC
+$1.4M
29,180
-1%
减持
BYRN
BYRNA TECHNOLOGIES INC
-$1.4M
102,085
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
18,733
-2%
增持
AFL
AFLAC INC
+$1.3M
58,665
+16%
减持
PM
PHILIP MORRIS INTL INC
+$1.2M
41,216
-7%
减持
ABBV
ABBVIE INC
+$1.0M
54,853
-7%
减持
EFX
EQUIFAX INC
-$1.0M
2,257
-63%
建仓
SCHF
SCHWAB STRATEGIC TR
+$1.0M
50,607
减持
KO
COCA COLA CO
+$974.4K
118,266
-2%
增持
IEFA
ISHARES TR
+$928.3K
34,563
+44%
减持
IWF
ISHARES TR
-$920.3K
22,156
-0%
减持
DGRO
ISHARES TR
-$906.3K
156,298
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$846.4K
31,561
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$824.8K
3,839
-51%
增持
XLK
SELECT SECTOR SPDR TR
-$794.1K
40,898
+3%
增持
VNQ
VANGUARD INDEX FDS
+$790.9K
11,988
+263%
增持
V
VISA INC
+$773.4K
21,179
+1%
增持
GLD
SPDR GOLD TR
+$771.3K
15,017
+2%
减持
CRM
SALESFORCE INC
-$757.9K
6,325
-14%
减持
SO
SOUTHERN CO
+$730.9K
92,134
-2%
增持
RTX
RTX CORPORATION
+$730.8K
37,255
+3%
减持
VUG
VANGUARD INDEX FDS
-$724.5K
9,451
-8%
减持
PG
PROCTER AND GAMBLE CO
-$723.7K
84,784
-6%
增持
ED
CONSOLIDATED EDISON INC
+$692.5K
29,943
+2%
增持
HD
HOME DEPOT INC
-$678.6K
35,793
+1%
增持
PGR
PROGRESSIVE CORP
+$667.7K
13,213
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$613.2K
49,515
+3%
减持
EMR
EMERSON ELEC CO
-$597.1K
40,814
-0%
减持
CCI
CROWN CASTLE INC
-$586.7K
2,846
-71%
增持
MRVL
MARVELL TECHNOLOGY INC
-$566.2K
12,534
+3%
减持
WRB
BERKLEY W R CORP
+$560.5K
47,269
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$553.6K
247,844
-2%
增持
DLR
DIGITAL RLTY TR INC
-$534.9K
16,491
+1%
增持
—
ASTRAZENECA PLC
+$523.5K
43,289
+7%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$523.4K
3,400
+103%
减持
INTU
INTUIT
-$508.6K
736
-52%
增持
ORCL
ORACLE CORP
-$506.6K
23,420
+3%
减持
CAT
CATERPILLAR INC
-$463.2K
11,715
-2%
减持
AXP
AMERICAN EXPRESS CO
-$462.6K
11,234
-4%
增持
BAX
BAXTER INTL INC
+$460.4K
39,401
+29%
减持
DEO
DIAGEO PLC
-$458.9K
11,817
-11%
增持
CME
CME GROUP INC
+$458.0K
3,855
+59%
减持
LOW
LOWES COS INC
-$456.6K
13,122
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$452.1K
91,598
-2%
增持
IBMO
ISHARES TR
+$444.5K
157,368
+12%
增持
—
MEDTRONIC PLC
+$440.9K
33,091
+4%
增持
WMB
WILLIAMS COS INC
+$439.6K
66,710
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$439.2K
29,431
+18%
减持
MO
ALTRIA GROUP INC
+$414.0K
71,417
-4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$406.1K
21,771
+2%
减持
VOE
VANGUARD INDEX FDS
-$393.6K
14,617
-14%
建仓
VFLO
VICTORY PORTFOLIOS II
+$388.6K
11,335
增持
SPY
SPDR S&P 500 ETF TR
+$387.7K
19,396
+9%
增持
HCA
HCA HEALTHCARE INC
+$382.3K
7,361
+2%
增持
VRT
VERTIV HOLDINGS CO
-$373.4K
11,703
+9%
增持
IBMP
ISHARES TR
+$360.1K
121,869
+13%
减持
WMT
WALMART INC
-$359.5K
101,451
-1%
增持
—
ISHARES TR
+$356.5K
146,480
+9%
增持
XLP
SELECT SECTOR SPDR TR
+$353.2K
59,117
+4%
减持
ROK
ROCKWELL AUTOMATION INC
-$352.9K
824
-58%
增持
XLU
SELECT SECTOR SPDR TR
+$350.9K
68,036
+3%
清仓
VXUS
VANGUARD STAR FDS
-$346.8K
0
-100%
减持
BX
BLACKSTONE INC
-$345.7K
7,531
-7%
清仓
CALF
PACER FDS TR
-$345.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$343.3K
13,633
-10%
减持
USLM
UNITED STS LIME & MINERALS I
-$340.1K
4,450
-19%
减持
NSC
NORFOLK SOUTHN CORP
-$333.6K
5,234
-22%
减持
JNJ
JOHNSON & JOHNSON
-$333.1K
70,119
-15%
增持
MRK
MERCK & CO INC
-$328.8K
53,957
+4%
清仓
PYPL
PAYPAL HLDGS INC
-$328.1K
0
-100%
增持
COWZ
PACER FDS TR
+$327.7K
37,855
+23%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$327.6K
3,530
+3%
增持
MU
MICRON TECHNOLOGY INC
+$322.5K
19,208
+20%
减持
IWR
ISHARES TR
-$311.5K
62,323
-2%
减持
PFE
PFIZER INC
-$310.7K
107,621
-6%
减持
DUK
DUKE ENERGY CORP NEW
+$309.8K
22,416
-0%
减持
EQIX
EQUINIX INC
-$307.2K
2,387
-0%
增持
WCN
WASTE CONNECTIONS INC
+$305.9K
10,542
+3%
清仓
ZOCT
INNOVATOR ETFS TRUST
-$298.4K
0
-100%
减持
—
INTRA-CELLULAR THERAPIES INC
+$294.6K
6,189
-1%
减持
IVV
ISHARES TR
-$291.5K
5,204
-5%
建仓
CVS
CVS HEALTH CORP
+$286.3K
4,226
清仓
EXR
EXTRA SPACE STORAGE INC
-$285.1K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$283.0K
35,431
-9%
增持
FCX
FREEPORT-MCMORAN INC
+$278.7K
42,539
+22%
增持
WM
WASTE MGMT INC DEL
+$278.5K
8,941
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$277.4K
62,344
-0%
清仓
MGA
MAGNA INTL INC
-$267.6K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$265.8K
2,635
增持
IWM
ISHARES TR
-$262.6K
14,049
+1%
清仓
AIG
AMERICAN INTL GROUP INC
-$260.7K
0
-100%
建仓
MSA
MSA SAFETY INC
+$257.0K
1,752
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$256.2K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
-$250.9K
3,631
-27%
清仓
AAON
AAON INC
-$250.4K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$250.1K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$248.0K
2,907
-22%
清仓
TTD
THE TRADE DESK INC
-$246.0K
0
-100%
增持
NOW
SERVICENOW INC
-$245.6K
1,099
+4%
清仓
BCC
BOISE CASCADE CO DEL
-$245.6K
0
-100%
减持
COP
CONOCOPHILLIPS
-$240.3K
4,285
-38%
建仓
SFM
SPROUTS FMRS MKT INC
+$236.1K
1,547
减持
MDLZ
MONDELEZ INTL INC
+$231.3K
31,154
-1%
减持
FHI
FEDERATED HERMES INC
-$230.3K
12,743
-30%
建仓
DTE
DTE ENERGY CO
+$228.7K
1,654
增持
AGG
ISHARES TR
+$227.4K
40,842
+4%
建仓
—
TOTALENERGIES SE
+$219.6K
3,394
清仓
IGV
ISHARES TR
-$218.8K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$218.7K
13,586
+3%
清仓
APO
APOLLO GLOBAL MGMT INC
-$218.5K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$218.5K
57,225
-1%
清仓
CLX
CLOROX CO DEL
-$218.5K
0
-100%
减持
MCD
MCDONALDS CORP
+$217.4K
23,182
-4%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$216.8K
2,595
清仓
DOW
DOW INC
-$215.8K
0
-100%
清仓
AYI
ACUITY BRANDS INC
-$213.3K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$213.0K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$211.8K
385
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$211.3K
7,436
减持
UPS
UNITED PARCEL SERVICE INC
-$210.3K
3,516
-26%
建仓
DTM
DT MIDSTREAM INC
+$210.1K
2,178
建仓
SONY
SONY GROUP CORP
+$209.3K
8,243
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$209.2K
146
清仓
SPYG
SPDR SER TR
-$208.8K
0
-100%
减持
VCR
VANGUARD WORLD FD
-$208.1K
3,901
-1%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$207.3K
1,016