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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 55
减持 52
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES TR
-$41.4M
0
-100%
增持
IBDU
ISHARES TR
+$13.4M
1,613,448
+55%
增持
IBDS
ISHARES TR
+$12.6M
1,982,691
+36%
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
IBDV
ISHARES TR
+$10.8M
1,478,715
+50%
减持
LLY
ELI LILLY & CO
+$7.0M
22,689
-1%
增持
IBDT
ISHARES TR
+$6.1M
1,446,008
+20%
增持
IBDR
ISHARES TR
+$5.0M
2,013,302
+12%
增持
IBTG
ISHARES TR
+$4.6M
494,443
+69%
清仓
—
ISHARES TR
-$4.5M
0
-100%
清仓
—
ISHARES TR
-$3.8M
0
-100%
增持
IBDW
ISHARES TR
+$3.4M
1,119,214
+17%
减持
GOOG
ALPHABET INC
+$3.4M
59,354
-5%
减持
GOOGL
ALPHABET INC
+$3.4M
49,503
-1%
增持
IBDX
ISHARES TR
+$3.4M
856,087
+19%
增持
MSFT
MICROSOFT CORP
-$3.1M
92,746
+0%
减持
HD
HOME DEPOT INC
-$2.2M
35,013
-1%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$2.1M
201,960
+38%
增持
ORCL
ORACLE CORP
-$2.0M
23,829
+1%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.7M
26,565
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.6M
894,718
+3%
减持
AAPL
APPLE INC
+$1.5M
279,740
-4%
增持
MRK
MERCK & CO INC
+$1.4M
64,281
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
80,280
-4%
减持
AMGN
AMGEN INC
+$1.3M
29,215
-0%
增持
IBMO
ISHARES TR
+$1.2M
215,536
+28%
减持
SLV
ISHARES SILVER TR
+$1.2M
54,405
-1%
减持
JNJ
JOHNSON & JOHNSON
+$1.2M
68,935
-2%
增持
IBMQ
ISHARES TR
+$1.1M
145,978
+42%
减持
META
META PLATFORMS INC
-$1.1M
12,567
-1%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$939.7K
17,036
+273%
增持
IBMP
ISHARES TR
+$935.5K
183,054
+26%
减持
MU
MICRON TECHNOLOGY INC
+$927.3K
8,919
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$846.2K
549,366
+5%
增持
WMT
WALMART INC
+$833.7K
99,481
+0%
减持
SO
SOUTHERN CO
-$831.0K
89,786
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$808.9K
24,710
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$795.6K
65,249
+2%
减持
AMZN
AMAZON COM INC
+$779.1K
88,689
-1%
减持
CAT
CATERPILLAR INC
+$773.6K
10,023
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$760.7K
303,429
+8%
增持
—
ASTRAZENECA PLC
+$740.6K
47,106
+1%
增持
VOO
VANGUARD INDEX FDS
+$732.3K
38,939
+1%
减持
COWZ
PACER FDS TR
-$715.2K
23,458
-37%
增持
GLD
SPDR GOLD TR
+$711.1K
16,438
+1%
减持
RTX
RTX CORPORATION
+$706.9K
44,614
-0%
减持
CVX
CHEVRON CORP NEW
-$682.3K
33,866
-10%
增持
—
EXXON MOBIL CORP
+$674.7K
67,917
+2%
减持
MO
ALTRIA GROUP INC
-$651.2K
68,822
-2%
减持
NVDA
NVIDIA CORPORATION
-$608.8K
228,261
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$595.5K
20,232
+2%
减持
Z
ZILLOW GROUP INC
-$589.7K
66,685
-0%
减持
QQQ
INVESCO QQQ TR
-$568.3K
28,380
-5%
减持
TFC
TRUIST FINL CORP
-$559.6K
14,755
-48%
增持
NFLX
NETFLIX INC
-$558.3K
16,838
+844%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$542.9K
24,978
+1%
增持
AXP
AMERICAN EXPRESS CO
+$542.3K
13,150
+1%
增持
REGN
REGENERON PHARMACEUTICALS
+$525.3K
2,431
+1%
减持
LRCX
LAM RESEARCH CORP
+$524.0K
19,822
-7%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$517.4K
22,780
-10%
减持
IWF
ISHARES TR
-$477.4K
21,228
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$474.3K
89,591
+103%
清仓
—
UNILEVER PLC
-$451.7K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$449.1K
33,847
+5%
减持
PFE
PFIZER INC
-$448.2K
57,441
-38%
建仓
UL
UNILEVER PLC
+$441.4K
6,749
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$434.4K
7,310
增持
CSCO
CISCO SYS INC
+$425.7K
47,591
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$416.6K
7,925
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$413.8K
61,520
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$408.1K
87,863
+0%
清仓
VNQ
VANGUARD INDEX FDS
-$399.8K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$392.1K
260,569
-14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$387.4K
5,007
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$382.2K
9,669
-1%
减持
GIS
GENERAL MLS INC
-$367.7K
35,870
-11%
增持
FITB
FIFTH THIRD BANCORP
+$362.2K
112,334
+2%
减持
XLV
SELECT SECTOR SPDR TR
+$358.6K
32,587
-3%
增持
GILD
GILEAD SCIENCES INC
+$355.6K
29,632
+0%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$352.0K
23,467
减持
KO
COCA COLA CO
+$351.2K
112,096
-1%
减持
IVV
ISHARES TR
-$343.9K
4,847
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$343.3K
45,853
-9%
减持
EQIX
EQUINIX INC
-$333.7K
1,385
-22%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$333.2K
3,870
+7%
清仓
EVRG
EVERGY INC
-$330.1K
0
-100%
减持
ABBV
ABBVIE INC
-$309.0K
52,789
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$305.8K
12,119
-6%
建仓
IOCT
INNOVATOR ETFS TRUST
+$304.3K
8,729
增持
WRB
BERKLEY W R CORP
-$303.2K
46,777
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$302.2K
2,623
-1%
清仓
BAX
BAXTER INTL INC
-$300.2K
0
-100%
建仓
NOCT
INNOVATOR ETFS TRUST
+$298.9K
5,161
增持
TJX
TJX COS INC NEW
+$295.6K
23,945
+2%
减持
CMCSA
COMCAST CORP NEW
-$289.8K
32,298
-19%
增持
POCT
INNOVATOR ETFS TRUST
+$282.1K
24,895
+32%
增持
PGR
PROGRESSIVE CORP
-$279.5K
16,879
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$277.6K
31,266
-2%
减持
MDLZ
MONDELEZ INTL INC
-$277.4K
28,898
-2%
建仓
ALB
ALBEMARLE CORP
+$274.7K
1,942
减持
ABT
ABBOTT LABS
-$274.7K
23,829
-2%
减持
—
JAZZ PHARMACEUTICALS PLC
+$270.0K
8,796
-5%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$268.3K
25,975
+31%
减持
—
FERRARI N V
-$268.2K
2,189
-1%
增持
V
VISA INC
+$265.9K
21,600
+1%
建仓
RDIV
INVESCO EXCH TRADED FD TR II
+$264.8K
5,089
增持
—
ACCENTURE PLC IRELAND
+$264.1K
1,922
+88%
增持
COST
COSTCO WHSL CORP NEW
-$262.6K
5,764
+2%
建仓
TER
TERADYNE INC
+$262.0K
1,354
增持
AMAT
APPLIED MATLS INC
+$259.5K
4,907
+0%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$257.6K
0
-100%
增持
NOW
SERVICENOW INC
-$251.8K
6,875
+385%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$251.8K
2,458
清仓
CLX
CLOROX CO DEL
-$250.1K
0
-100%
减持
DEO
DIAGEO PLC
-$248.5K
7,312
-21%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$246.7K
2,271
-50%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$246.5K
10,085
+31%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$244.6K
0
-100%
建仓
ADPV
SERIES PORTFOLIOS TR
+$243.6K
5,686
清仓
AIG
AMERICAN INTL GROUP INC
-$243.0K
0
-100%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$242.0K
197,155
-1%
增持
WELL
WELLTOWER INC
+$239.2K
16,190
+4%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$237.4K
0
-100%
清仓
ETHA
ISHARES ETHEREUM TR
-$237.4K
0
-100%
增持
IWB
ISHARES TR
+$232.3K
14,901
+2%
建仓
—
JFROG LTD
+$231.1K
3,700
清仓
—
ELBIT SYS LTD
-$229.4K
0
-100%
建仓
XAR
SPDR SERIES TRUST
+$229.2K
950
清仓
FV
FIRST TR EXCHANGE TRADED FD
-$229.0K
0
-100%
减持
HDV
ISHARES TR
-$228.8K
5,772
-24%
清仓
VFH
VANGUARD WORLD FD
-$228.5K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
+$228.1K
36,121
+5%
减持
—
EATON CORP PLC
-$227.3K
3,513
-2%
清仓
—
TRANE TECHNOLOGIES PLC
-$226.6K
0
-100%
清仓
—
THOMSON REUTERS CORP
-$218.1K
0
-100%
减持
T
AT&T INC
-$216.7K
24,218
-16%
清仓
ROK
ROCKWELL AUTOMATION INC
-$216.0K
0
-100%
增持
TSLA
TESLA INC
+$214.5K
35,165
+0%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$213.5K
0
-100%
清仓
MSTR
STRATEGY INC
-$213.0K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$212.1K
0
-100%
清仓
ACR
ACRES COMMERCIAL REALTY CORP
-$211.6K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$211.3K
1,139
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$210.6K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$209.0K
3,578
清仓
DTE
DTE ENERGY CO
-$205.6K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
+$205.4K
22,160
-6%
增持
DLR
DIGITAL RLTY TR INC
-$205.3K
17,551
+4%
清仓
EXC
EXELON CORP
-$204.3K
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$204.3K
1,539
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$201.8K
2,027
