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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 49
减持 73
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$10.0M
94,047
+1%
减持
AAPL
APPLE INC
-$6.3M
274,762
-2%
增持
IBDV
ISHARES TR
+$5.6M
1,746,344
+18%
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
—
ASTRAZENECA PLC
+$4.5M
22,870
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$4.4M
330,562
+64%
清仓
—
ASTRAZENECA PLC
-$4.3M
0
-100%
减持
LLY
ELI LILLY & CO
-$3.8M
22,393
-1%
增持
IBDU
ISHARES TR
+$3.3M
1,766,350
+9%
减持
—
EXXON MOBIL CORP
+$3.2M
67,024
-1%
减持
VTI
VANGUARD INDEX FDS
-$2.9M
70,368
-7%
减持
TSLA
TESLA INC
-$2.9M
34,851
-1%
减持
NVDA
NVIDIA CORPORATION
-$2.8M
227,962
-0%
增持
IBDT
ISHARES TR
+$2.8M
1,562,572
+8%
减持
JNJ
JOHNSON & JOHNSON
+$2.4M
68,115
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.3M
917,699
-4%
增持
CVX
CHEVRON CORPORATION
+$2.2M
35,657
+5%
减持
AVGO
BROADCOM INC
-$2.2M
54,932
-1%
减持
JPM
JPMORGAN CHASE & CO
-$2.0M
64,641
-1%
减持
GOOG
ALPHABET INC
-$2.0M
58,050
-2%
增持
AMZN
AMAZON COM INC
-$2.0M
88,867
+0%
减持
Z
ZILLOW GROUP INC
-$2.0M
62,685
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
31,062
-1%
减持
VGT
VANGUARD WORLD FD
-$1.7M
25,111
-1%
增持
IBDS
ISHARES TR
+$1.5M
2,048,974
+3%
减持
GOOGL
ALPHABET INC
-$1.4M
49,138
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.4M
241,788
-1%
减持
V
VISA INC
-$1.3M
20,790
-4%
减持
CAT
CATERPILLAR INC
+$1.3M
9,882
-1%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
38,779
-0%
减持
ORCL
ORACLE CORP
-$1.2M
23,233
-3%
增持
GLD
SPDR GOLD TR
+$1.1M
17,735
+8%
减持
QQQ
INVESCO QQQ TR
-$1.1M
28,278
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
88,777
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.1M
11,311
-7%
增持
IBDW
ISHARES TR
+$1.1M
1,182,844
+6%
增持
META
META PLATFORMS INC
-$1.1M
12,619
+0%
增持
IBDX
ISHARES TR
+$1.0M
905,660
+6%
增持
MRK
MERCK & CO INC
+$994.4K
64,516
+0%
增持
IWF
ISHARES TR
-$993.1K
21,234
+0%
减持
QCOM
QUALCOMM INC
-$957.3K
22,444
-0%
减持
AXP
AMERICAN EXPRESS CO
-$917.6K
13,049
-1%
增持
LRCX
LAM RESEARCH CORP
+$914.1K
20,159
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$902.6K
520,591
-5%
增持
COST
COSTCO WHOLESALE CORPORATION
+$837.2K
5,828
+1%
清仓
CCC
CCC INTELLIGENT SOLUTIONS HL
-$834.8K
0
-100%
减持
WMT
WALMART INC
+$833.4K
95,884
-4%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$829.9K
883,125
-1%
减持
SO
SOUTHERN CO
+$821.9K
89,632
-0%
减持
CATH
GLOBAL X FDS
-$816.7K
109,895
-4%
增持
EQIX
EQUINIX INC
+$803.4K
1,902
+37%
增持
KMI
KINDER MORGAN INC DEL
+$799.1K
127,171
+1%
减持
BYRN
BYRNA TECHNOLOGIES INC
-$782.3K
102,458
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$780.9K
244,617
-6%
增持
IBDY
ISHARES TR
+$761.0K
37,215
+384%
减持
IBDR
ISHARES TR
-$756.6K
1,981,257
-2%
减持
VRT
VERTIV HOLDINGS CO
+$709.3K
9,371
-7%
减持
ABT
ABBOTT LABORATORIES
-$694.9K
22,311
-6%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$690.1K
20,153
-0%
减持
AMGN
AMGEN INC
+$672.4K
29,089
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$623.3K
9,174
-5%
增持
MO
ALTRIA GROUP INC
+$589.2K
69,064
+0%
减持
WMB
WILLIAMS COS INC
+$576.1K
48,609
-1%
增持
ED
CONSOLIDATED EDISON INC
+$563.9K
37,048
+1%
减持
DIA
STATE STR SPDR DOW JONES IND
-$539.2K
24,751
-1%
增持
ABBV
ABBVIE INC
-$517.7K
53,079
+1%
减持
VUG
VANGUARD INDEX FDS
-$516.7K
8,894
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$516.6K
87,389
-1%
减持
CRM
SALESFORCE INC
-$513.5K
5,729
-4%
减持
NEE
NEXTERA ENERGY INC
+$491.4K
45,499
-2%
增持
WDAY
WORKDAY INC
-$489.5K
9,646
+19%
减持
PEP
PEPSICO INC
+$483.4K
41,910
-0%
减持
IVV
ISHARES TR
-$467.8K
4,366
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$463.3K
18,834
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$458.2K
31,282
-4%
增持
DLR
DIGITAL RLTY TR INC
+$456.2K
17,599
+0%
增持
HD
HOME DEPOT INC
-$445.4K
35,278
+1%
减持
BAC
BANK AMERICA CORP
-$443.7K
70,182
-0%
增持
AMAT
APPLIED MATLS INC
+$441.5K
4,981
+2%
减持
TXN
TEXAS INSTRS INC
+$421.3K
20,408
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$419.9K
45,568
-1%
建仓
PULS
PGIM ETF TR
+$415.8K
8,400
减持
XLU
SELECT SECTOR SPDR TR
+$409.5K
153,725
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$409.1K
311,252
+3%
减持
LMT
LOCKHEED MARTIN CORP
+$406.7K
3,494
-1%
增持
DE
DEERE & CO
+$389.0K
3,966
+0%
增持
IBMP
ISHARES TR
+$388.9K
197,983
+8%
减持
GILD
GILEAD SCIENCES INC
+$388.0K
28,880
-3%
增持
WFC
WELLS FARGO & CO
-$376.3K
34,899
+3%
增持
IBMQ
ISHARES TR
+$375.0K
160,924
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$374.8K
5,140
+3%
建仓
EWY
ISHARES INC
+$373.1K
3,033
增持
FIX
COMFORT SYS USA INC
+$364.8K
808
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$352.9K
2,457
-6%
清仓
BPRE
BLUEROCK PVT REAL ESTATE FD
-$352.0K
0
-100%
减持
NOW
SERVICENOW INC
-$350.4K
6,722
-2%
减持
COWZ
PACER FDS TR
-$341.2K
17,108
-27%
清仓
CEF
SPROTT ASSET MANAGEMENT LP
-$340.6K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$334.9K
4,670
-4%
增持
INTC
INTEL CORP
+$322.4K
31,313
+9%
增持
DASH
DOORDASH INC
-$319.6K
4,866
+5%
减持
AEP
AMERICAN ELEC PWR CO INC
+$314.9K
22,387
-1%
增持
GIS
GENERAL MILLS INC
-$314.3K
36,369
+1%
增持
PGR
PROGRESSIVE CORP
-$313.4K
17,809
+6%
增持
IBMO
ISHARES TR
+$308.8K
227,642
+6%
减持
KMB
KIMBERLY-CLARK CORP
-$303.4K
22,698
-8%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$301.3K
20,820
+22%
减持
VHT
VANGUARD WORLD FD
-$297.9K
13,292
-2%
增持
—
MEDTRONIC PLC
-$294.8K
34,917
+1%
减持
DGRO
ISHARES TR
-$294.4K
140,729
-4%
减持
DUK
DUKE ENERGY CORP NEW
+$293.4K
21,780
-0%
减持
XLP
SELECT SECTOR SPDR TR
+$292.3K
70,892
-0%
建仓
IGV
ISHARES TR
+$288.6K
3,605
建仓
ITA
ISHARES TR
+$283.1K
1,294
减持
GLW
CORNING INC
+$283.0K
6,133
-3%
减持
MU
MICRON TECHNOLOGY INC
+$277.8K
8,357
-6%
建仓
SCCO
SOUTHERN COPPER CORP
+$276.0K
1,604
减持
RTX
RTX CORPORATION
+$275.5K
43,845
-2%
减持
LOW
LOWES COS INC
-$273.0K
11,748
-7%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$272.4K
17,408
清仓
HUM
HUMANA INC
-$271.5K
0
-100%
减持
IWB
ISHARES TR
-$268.4K
14,853
-0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$263.6K
16,288
+3%
增持
BX
BLACKSTONE INC
-$263.4K
8,037
+4%
增持
TPG
TPG INC
-$262.9K
11,830
+2%
清仓
SPGI
S&P GLOBAL INC
-$259.0K
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$256.2K
11,263
+12%
清仓
—
SYNOVUS FINL CORP
-$256.2K
0
-100%
建仓
—
ELBIT SYS LTD
+$254.7K
300
清仓
HACK
AMPLIFY ETF TR
-$253.2K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$249.1K
40,536
+1%
建仓
CEFA
GLOBAL X FDS
+$246.1K
6,673
减持
COP
CONOCOPHILLIPS
+$243.3K
6,387
-0%
减持
EFX
EQUIFAX INC
-$240.5K
5,574
-3%
减持
INTU
INTUIT
-$240.3K
601
-20%
增持
NOC
NORTHROP GRUMMAN CORP
+$239.7K
1,901
+3%
建仓
OXY
OCCIDENTAL PETE CORP
+$237.3K
3,650
建仓
IGE
ISHARES TR
+$236.2K
3,752
清仓
—
JFROG LTD
-$231.1K
0
-100%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$230.6K
2,677
增持
XLE
SELECT SECTOR SPDR TR
+$229.0K
13,764
+0%
建仓
DELL
DELL TECHNOLOGIES INC
+$223.5K
1,362
减持
DHR
DANAHER CORP DEL
-$222.7K
3,679
-8%
建仓
SDIV
GLOBAL X FDS
+$222.3K
8,800
清仓
XLY
SELECT SECTOR SPDR TR
-$222.0K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$220.1K
0
-100%
建仓
—
TOTALENERGIES SE
+$219.8K
2,416
增持
XEL
XCEL ENERGY INC
+$214.7K
34,649
+1%
建仓
ANET
ARISTA NETWORKS INC
+$213.8K
1,741
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$213.3K
23,886
+5%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$211.3K
0
-100%
