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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 60
减持 63
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$14.3M
292,732
-0%
建仓
CATH
GLOBAL X FDS
+$9.3M
114,566
减持
NVDA
NVIDIA CORPORATION
+$5.5M
232,593
-2%
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。
减持
—
ISHARES TR
-$4.6M
1,644,079
-10%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$4.5M
146,253
减持
TSLA
TESLA INC
+$4.4M
35,078
-0%
减持
GOOG
ALPHABET INC
+$4.1M
62,536
-0%
增持
GOOGL
ALPHABET INC
+$3.5M
49,866
+2%
增持
IBDS
ISHARES TR
+$3.5M
1,460,296
+11%
增持
IBDT
ISHARES TR
+$2.8M
1,205,249
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$2.8M
33,670
-39%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.4M
280,659
+51%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.3M
977,104
+2%
增持
IBDU
ISHARES TR
+$2.3M
1,037,961
+10%
增持
IBDR
ISHARES TR
+$2.3M
1,802,697
+5%
减持
JNJ
JOHNSON & JOHNSON
+$2.3M
70,595
-0%
增持
IBDV
ISHARES TR
+$2.3M
987,630
+11%
减持
ABBV
ABBVIE INC
+$2.2M
53,429
-3%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
77,850
+1%
减持
VGT
VANGUARD WORLD FD
+$2.0M
25,530
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.0M
868,694
+2%
增持
IBDX
ISHARES TR
+$1.9M
722,066
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
64,131
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.8M
38,681
+0%
增持
IBDW
ISHARES TR
+$1.6M
954,062
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$1.6M
44,079
+3%
减持
AVGO
BROADCOM INC
+$1.5M
58,407
-9%
增持
ORCL
ORACLE CORP
+$1.5M
23,643
+1%
减持
QQQ
INVESCO QQQ TR
+$1.4M
29,985
-1%
增持
RTX
RTX CORPORATION
+$1.2M
44,674
+4%
减持
HD
HOME DEPOT INC
+$1.2M
35,263
-1%
增持
IBTG
ISHARES TR
+$1.2M
291,746
+21%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.2M
12,842
-1%
减持
MSFT
MICROSOFT CORP
+$1.1M
92,579
-2%
减持
—
ISHARES TR
-$1.1M
191,032
-20%
增持
IWF
ISHARES TR
+$1.0M
22,469
+1%
减持
PM
PHILIP MORRIS INTL INC
-$1.0M
40,396
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$976.3K
19,816
+0%
减持
PG
PROCTER AND GAMBLE CO
-$939.2K
83,614
-3%
减持
IBMO
ISHARES TR
-$937.6K
168,784
-18%
增持
GLD
SPDR GOLD TR
+$920.0K
16,326
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$897.7K
87,596
-0%
减持
CAT
CATERPILLAR INC
+$892.2K
10,412
-1%
增持
BYRN
BYRNA TECHNOLOGIES INC
-$880.1K
102,610
+0%
减持
LLY
ELI LILLY & CO
-$811.0K
22,828
-2%
减持
LRCX
LAM RESEARCH CORP
+$780.7K
21,427
-0%
增持
SLV
ISHARES SILVER TR
+$723.0K
54,716
+13%
增持
TJX
TJX COS INC NEW
+$712.6K
23,402
+8%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$675.7K
198,587
-7%
增持
—
EXXON MOBIL CORP
+$635.8K
66,504
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$629.3K
5,034
+42%
减持
KO
COCA COLA CO
-$628.3K
112,869
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$618.9K
74,672
+3%
减持
—
ISHARES TR
-$604.0K
141,043
-14%
减持
GD
GENERAL DYNAMICS CORP
+$603.8K
13,533
-2%
增持
WMT
WALMART INC
+$596.1K
99,451
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$587.3K
302,950
-2%
增持
WELL
WELLTOWER INC
+$580.0K
15,526
+9%
增持
XEL
XCEL ENERGY INC
+$564.6K
32,895
+7%
增持
FITB
FIFTH THIRD BANCORP
+$563.7K
109,903
+4%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$535.0K
27,506
+12%
增持
IEFA
ISHARES TR
+$535.0K
49,045
+9%
增持
CVX
CHEVRON CORP NEW
+$503.4K
37,632
+1%
减持
DGRO
ISHARES TR
+$477.4K
150,071
-1%
减持
Z
ZILLOW GROUP INC
+$465.5K
66,696
-0%
增持
AFL
AFLAC INC
+$454.6K
59,578
+1%
建仓
MTUM
ISHARES TR
+$454.4K
1,772
减持
HON
HONEYWELL INTL INC
-$442.2K
7,479
-14%
增持
IWM
ISHARES TR
+$426.6K
14,547
+1%
增持
IWB
ISHARES TR
+$423.8K
14,590
+1%
增持
—
ASTRAZENECA PLC
+$407.9K
46,791
+3%
减持
MO
ALTRIA GROUP INC
+$406.8K
69,929
-3%
减持
NFLX
NETFLIX INC
-$394.6K
1,783
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$393.7K
5,183
-1%
增持
MRK
MERCK & CO INC
+$359.0K
63,782
+1%
增持
COST
COSTCO WHSL CORP NEW
-$355.4K
5,653
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$355.1K
25,361
+20%
建仓
AEM
AGNICO EAGLE MINES LTD
+$352.3K
2,090
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$342.3K
24,713
-2%
增持
WFC
WELLS FARGO CO NEW
+$338.8K
32,277
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$336.9K
18,995
+0%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$336.0K
4,569
减持
VUG
VANGUARD INDEX FDS
+$335.8K
9,191
-1%
减持
MU
MICRON TECHNOLOGY INC
+$331.1K
9,672
-7%
建仓
VXUS
VANGUARD STAR FDS
+$325.3K
4,428
减持
ISRG
INTUITIVE SURGICAL INC
-$323.5K
2,646
-5%
增持
WDAY
WORKDAY INC
+$322.8K
7,858
+20%
增持
TXN
TEXAS INSTRS INC
-$317.6K
18,972
+4%
增持
—
MEDTRONIC PLC
+$311.2K
34,071
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$301.6K
26,556
-5%
减持
VYM
VANGUARD WHITEHALL FDS
+$297.7K
59,706
-2%
减持
BAC
BANK AMERICA CORP
+$295.8K
71,868
-0%
减持
LOW
LOWES COS INC
+$294.8K
12,659
-3%
减持
IAU
ISHARES GOLD TR
+$282.5K
28,358
-1%
减持
PAYX
PAYCHEX INC
-$277.9K
9,852
-6%
减持
—
ACCENTURE PLC IRELAND
-$275.7K
1,020
-42%
减持
SHOP
SHOPIFY INC
+$273.9K
8,478
-1%
增持
GILD
GILEAD SCIENCES INC
+$273.1K
29,562
+9%
增持
FIX
COMFORT SYS USA INC
+$271.6K
938
+0%
增持
IVV
ISHARES TR
+$271.1K
5,474
+0%
增持
VRT
VERTIV HOLDINGS CO
+$271.0K
10,606
+2%
增持
HCA
HCA HEALTHCARE INC
+$265.6K
5,699
+1%
减持
INTC
INTEL CORP
+$262.6K
28,807
-8%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$260.6K
0
-100%
清仓
SNY
SANOFI
-$258.6K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$257.6K
2,870
增持
—
JAZZ PHARMACEUTICALS PLC
+$256.2K
9,297
+2%
建仓
CLX
CLOROX CO DEL
+$250.1K
2,028
减持
ISTB
ISHARES TR
-$248.2K
45,044
-10%
清仓
ADBE
ADOBE INC
-$244.5K
0
-100%
减持
IWR
ISHARES TR
+$238.6K
59,398
-1%
建仓
ETHA
ISHARES ETHEREUM TR
+$237.4K
7,535
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$237.0K
2,198
减持
VTV
VANGUARD INDEX FDS
+$236.5K
27,267
-1%
清仓
—
JFROG LTD
-$232.6K
0
-100%
清仓
KD
KYNDRYL HLDGS INC
-$231.7K
0
-100%
清仓
WY
WEYERHAEUSER CO MTN BE
-$230.3K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$230.0K
8,242
-8%
增持
DASH
DOORDASH INC
+$230.0K
4,247
+13%
建仓
—
ELBIT SYS LTD
+$229.4K
450
减持
UPS
UNITED PARCEL SERVICE INC
-$229.3K
2,759
-39%
减持
SCHD
SCHWAB STRATEGIC TR
+$229.1K
520,986
-1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$228.1K
4,596
+3%
清仓
IYW
ISHARES TR
-$225.9K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$225.9K
35,725
+7%
增持
GLW
CORNING INC
+$224.6K
6,659
+9%
减持
IBMR
ISHARES TR
-$221.1K
67,740
-12%
清仓
PYPL
PAYPAL HLDGS INC
-$220.3K
0
-100%
减持
IBMQ
ISHARES TR
-$217.6K
102,895
-8%
增持
GS
GOLDMAN SACHS GROUP INC
+$217.3K
1,574
+8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$216.1K
4,853
-4%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$214.1K
3,127
减持
MDLZ
MONDELEZ INTL INC
-$213.8K
29,342
-3%
减持
IBMP
ISHARES TR
-$213.6K
145,721
-6%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$213.5K
699
清仓
CDW
CDW CORP
-$211.8K
0
-100%
清仓
EOG
EOG RES INC
-$209.8K
0
-100%
清仓
ANSS
ANSYS INC
-$209.7K
0
-100%
减持
DE
DEERE & CO
-$208.8K
3,986
-0%
清仓
CPRT
COPART INC
-$208.6K
0
-100%
增持
CRM
SALESFORCE INC
-$206.6K
5,889
+0%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$204.4K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$203.7K
9,870
-9%
清仓
SHW
SHERWIN WILLIAMS CO
-$203.5K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
+$203.0K
1,875
-0%
减持
COWZ
PACER FDS TR
-$202.5K
37,005
-12%
减持
CMCSA
COMCAST CORP NEW
-$199.2K
39,948
-2%
减持
TGT
TARGET CORP
-$196.2K
3,284
-34%
增持
XLP
SELECT SECTOR SPDR TR
+$192.3K
68,035
+7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$192.1K
3,629
+0%
