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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 87
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$12.6M
238,400
+3%
增持
MSFT
MICROSOFT CORP
+$12.4M
94,120
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$10.8M
307,849
+438%
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
AVGO
BROADCOM INC
+$9.2M
64,337
+26%
增持
IBDR
ISHARES TR
+$7.4M
1,710,809
+21%
减持
—
ISHARES TR
-$6.4M
1,827,757
-12%
减持
LLY
ELI LILLY & CO
-$5.9M
23,384
-20%
建仓
IBTG
ISHARES TR
+$5.5M
241,272
减持
—
ISHARES TR
-$4.9M
237,830
-47%
增持
Z
ZILLOW GROUP INC
+$4.4M
66,716
+1551%
增持
VTI
VANGUARD INDEX FDS
+$4.0M
77,341
+9%
增持
IBDS
ISHARES TR
+$4.0M
1,319,610
+14%
增持
IBDT
ISHARES TR
+$3.9M
1,100,626
+16%
增持
AAPL
APPLE INC
-$3.7M
293,761
+2%
增持
IBDV
ISHARES TR
+$3.2M
892,440
+18%
增持
META
META PLATFORMS INC
+$3.1M
12,699
+18%
增持
IBDU
ISHARES TR
+$3.1M
944,550
+16%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.1M
186,103
+268%
增持
JPM
JPMORGAN CHASE & CO.
+$3.1M
63,459
+2%
增持
AMZN
AMAZON COM INC
+$3.1M
89,856
+3%
增持
IBDX
ISHARES TR
+$3.0M
657,139
+21%
减持
VGT
VANGUARD WORLD FD
+$2.9M
25,733
-1%
建仓
ZG
ZILLOW GROUP INC
+$2.7M
39,293
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.6M
851,230
+3%
增持
IBDW
ISHARES TR
+$2.6M
885,244
+15%
减持
QQQ
INVESCO QQQ TR
+$2.4M
30,150
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$2.4M
42,811
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.3M
957,527
+0%
减持
TSLA
TESLA INC
+$2.1M
35,216
-8%
增持
GOOGL
ALPHABET INC
+$2.0M
48,678
+15%
减持
VOO
VANGUARD INDEX FDS
+$2.0M
38,596
-1%
增持
GILD
GILEAD SCIENCES INC
+$1.9M
27,134
+168%
增持
ORCL
ORACLE CORP
+$1.8M
23,433
+0%
增持
WFC
WELLS FARGO CO NEW
+$1.8M
29,539
+301%
增持
WELL
WELLTOWER INC
+$1.6M
14,218
+290%
建仓
WDAY
WORKDAY INC
+$1.6M
6,537
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$1.5M
6,075
-74%
增持
IWF
ISHARES TR
+$1.5M
22,351
+1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$1.5M
10,011
-69%
增持
BYRN
BYRNA TECHNOLOGIES INC
+$1.4M
102,135
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
19,786
+2%
增持
RTX
RTX CORPORATION
+$1.4M
43,124
+16%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.4M
24,503
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
3,555
-24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
31,082
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
528,070
-4%
增持
ABBV
ABBVIE INC
-$1.3M
54,935
+0%
增持
IBMO
ISHARES TR
+$1.2M
205,621
+31%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
13,157
+17%
增持
IEFA
ISHARES TR
+$1.1M
44,887
+30%
减持
DHI
D R HORTON INC
-$1.1M
2,621
-76%
增持
TXN
TEXAS INSTRS INC
+$1.0M
18,319
+19%
增持
PM
PHILIP MORRIS INTL INC
+$1.0M
41,611
+1%
减持
BAX
BAXTER INTL INC
-$1.0M
10,715
-73%
减持
GOOG
ALPHABET INC
+$982.7K
62,594
-3%
建仓
DASH
DOORDASH INC
+$925.2K
3,753
增持
XEL
XCEL ENERGY INC
+$896.5K
30,666
+82%
减持
WMB
WILLIAMS COS INC
-$882.7K
49,418
-26%
增持
NFLX
NETFLIX INC
+$850.7K
1,891
+5%
减持
EMR
EMERSON ELEC CO
+$845.2K
39,901
-2%
增持
IBMP
ISHARES TR
+$845.0K
154,864
+27%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$834.7K
245,944
-1%
增持
PEP
PEPSICO INC
+$833.0K
43,915
+33%
增持
JNJ
JOHNSON & JOHNSON
-$822.5K
70,743
+1%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$816.5K
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$816.1K
105,336
+17%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$813.7K
213,726
-2%
增持
AMGN
AMGEN INC
-$808.5K
29,665
+2%
减持
PFE
PFIZER INC
-$808.1K
79,168
-26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$764.2K
18,965
+1%
减持
WMT
WALMART INC
+$746.9K
98,725
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$709.1K
9,459
+32%
增持
PG
PROCTER AND GAMBLE CO
-$662.5K
86,533
+2%
增持
IWB
ISHARES TR
+$656.1K
14,455
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$650.3K
21,130
+54%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$636.1K
4,472
+32%
增持
MRVL
MARVELL TECHNOLOGY INC
+$619.9K
17,980
+43%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$611.3K
4,702
-49%
增持
IBMQ
ISHARES TR
+$611.2K
112,390
+27%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$602.8K
25,232
+1%
减持
VNQ
VANGUARD INDEX FDS
-$596.2K
5,493
-54%
增持
CVX
CHEVRON CORP NEW
-$586.8K
37,296
+5%
增持
—
EXXON MOBIL CORP
-$574.4K
63,660
+2%
增持
DLR
DIGITAL RLTY TR INC
+$567.7K
16,811
+2%
减持
VUG
VANGUARD INDEX FDS
+$567.7K
9,289
-2%
减持
FCX
FREEPORT-MCMORAN INC
-$567.2K
24,067
-43%
增持
VIGI
VANGUARD WHITEHALL FDS
+$562.9K
33,332
+13%
增持
GLD
SPDR GOLD TR
+$556.4K
16,020
+7%
增持
EFX
EQUIFAX INC
+$531.1K
4,167
+85%
增持
XLU
SELECT SECTOR SPDR TR
+$528.6K
72,168
+6%
减持
LRCX
LAM RESEARCH CORP
+$518.2K
21,455
-1%
增持
TJX
TJX COS INC NEW
+$509.2K
21,620
+22%
增持
WCN
WASTE CONNECTIONS INC
+$507.5K
13,738
+30%
增持
CSCO
CISCO SYS INC
+$501.4K
46,508
+5%
减持
KMB
KIMBERLY-CLARK CORP
-$499.4K
27,952
-3%
增持
PGR
PROGRESSIVE CORP
+$495.3K
15,869
+20%
减持
VRT
VERTIV HOLDINGS CO
+$484.1K
10,350
-12%
减持
MCD
MCDONALDS CORP
-$481.9K
23,136
-0%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$474.0K
12,967
-21%
增持
IVV
ISHARES TR
+$468.3K
5,464
+5%
增持
NOW
SERVICENOW INC
+$465.7K
1,304
+19%
增持
—
ISHARES TR
+$464.2K
163,749
+12%
增持
SYK
STRYKER CORPORATION
+$452.7K
8,931
+8%
减持
CME
CME GROUP INC
-$388.4K
2,302
-40%
增持
DHR
DANAHER CORPORATION
+$387.9K
3,839
+112%
减持
MU
MICRON TECHNOLOGY INC
-$381.8K
10,444
-46%
减持
HCA
HCA HEALTHCARE INC
-$380.2K
5,647
-23%
减持
EQIX
EQUINIX INC
-$361.6K
1,992
-17%
增持
T
AT&T INC
+$361.6K
31,127
+63%
建仓
HAS
HASBRO INC
+$356.7K
4,832
减持
KO
COCA COLA CO
-$356.5K
114,682
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$334.5K
5,030
+4%
建仓
AIG
AMERICAN INTL GROUP INC
+$328.6K
3,839
增持
AFL
AFLAC INC
-$322.7K
58,792
+0%
增持
—
EATON CORP PLC
+$316.6K
3,667
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$311.5K
63,475
+7%
增持
GD
GENERAL DYNAMICS CORP
+$307.7K
13,752
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$305.2K
1,464
+9%
减持
BAC
BANK AMERICA CORP
+$292.3K
72,101
-4%
增持
IWM
ISHARES TR
+$290.6K
14,335
+2%
建仓
SHLD
GLOBAL X FDS
+$289.2K
4,800
减持
AMD
ADVANCED MICRO DEVICES INC
+$289.0K
7,835
-2%
增持
COF
CAPITAL ONE FINL CORP
+$282.3K
2,959
+53%
增持
GE
GE AEROSPACE
+$277.3K
4,200
+5%
减持
—
LINDE PLC
-$276.9K
1,612
-27%
增持
INTU
INTUIT
+$275.9K
924
+26%
减持
GPN
GLOBAL PMTS INC
-$273.1K
9,362
-10%
建仓
IQV
IQVIA HLDGS INC
+$269.0K
1,707
建仓
MSTR
MICROSTRATEGY INC
+$267.6K
662
增持
AGG
ISHARES TR
+$267.0K
43,418
+6%
建仓
HACK
AMPLIFY ETF TR
+$263.4K
3,050
增持
COWZ
PACER FDS TR
+$256.3K
42,272
+12%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$254.9K
1,870
减持
TPG
TPG INC
-$252.4K
12,346
-35%
清仓
STZ
CONSTELLATION BRANDS INC
-$251.1K
0
-100%
减持
OKE
ONEOK INC NEW
-$241.9K
8,925
-9%
增持
GEV
GE VERNOVA INC
+$239.4K
1,068
+0%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$239.4K
0
-100%
增持
IVW
ISHARES TR
+$239.3K
13,854
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$237.6K
1,640
-3%
增持
SO
SOUTHERN CO
+$236.4K
94,829
+3%
清仓
SFM
SPROUTS FMRS MKT INC
-$236.1K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$235.5K
87,969
-4%
增持
VHT
VANGUARD WORLD FD
-$234.0K
15,086
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$232.6K
55,362
+12%
建仓
—
JFROG LTD
+$232.6K
5,300
建仓
KD
KYNDRYL HLDGS INC
+$231.7K
5,521
增持
TMFC
RBB FD INC
+$229.8K
17,388
+8%
减持
SMH
VANECK ETF TRUST
+$228.9K
3,483
-1%
减持
DEO
DIAGEO PLC
-$228.5K
10,013
-15%
