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 Financial Strategies Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sound Financial Strategies Group, LLC
报告期 2026-03-31 · CIK 0001800620
持仓数
111
前50大市值合计
$128.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 72 项
建仓 8
增持 7
减持 28
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
VONV
VANGUARD SCOTTSDALE FDS
-$11.7M
2,273
-99%
减持
PTBD
PACER FDS TR
-$5.7M
1,907,495
-1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.4M
123,556
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。
+152%
建仓
IEMG
ISHARES INC
+$3.1M
62,473
减持
TPHD
TIMOTHY PLAN
-$2.9M
3,366
-96%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.9M
745,202
-5%
增持
—
TIMOTHY PLAN
+$2.7M
110,521
+6190%
清仓
AFL
AFLAC INC
-$1.8M
0
-100%
清仓
GWW
GRAINGER W W INC
-$1.7M
0
-100%
清仓
—
LINDE PLC
-$1.6M
0
-100%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$1.6M
0
-100%
清仓
DOV
DOVER CORP
-$1.6M
0
-100%
清仓
—
CHUBB LIMITED
-$1.6M
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.6M
0
-100%
清仓
NUE
NUCOR CORP
-$1.6M
0
-100%
清仓
CTAS
CINTAS CORP
-$1.6M
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$1.6M
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$1.6M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$1.6M
0
-100%
清仓
ALB
ALBEMARLE CORP
-$1.6M
0
-100%
清仓
CINF
CINCINNATI FINL CORP
-$1.6M
0
-100%
清仓
MCD
MCDONALDS CORP
-$1.6M
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$1.6M
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$1.6M
0
-100%
清仓
BRO
BROWN & BROWN INC
-$1.6M
0
-100%
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$1.6M
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$1.6M
0
-100%
清仓
ESS
ESSEX PPTY TR INC
-$1.6M
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.6M
0
-100%
减持
EFV
ISHARES TR
-$1.5M
78,149
-20%
建仓
HRL
HORMEL FOODS CORP
+$1.1M
23,826
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
7,984
建仓
—
AMCOR PLC
+$1.1M
90,264
建仓
CL
COLGATE PALMOLIVE CO
+$1.1M
13,977
建仓
SYY
SYSCO CORP
+$1.1M
13,181
建仓
CAH
CARDINAL HEALTH INC
+$1.1M
21,244
建仓
KMB
KIMBERLY-CLARK CORP
+$1.1M
8,087
清仓
EMR
EMERSON ELEC CO
-$849.0K
0
-100%
清仓
LOW
LOWES COS INC
-$832.0K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$828.0K
0
-100%
清仓
TGT
TARGET CORP
-$819.0K
0
-100%
清仓
WMT
WALMART INC
-$811.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$625.0K
7,752
-28%
减持
—
EXXON MOBIL CORP
-$572.0K
12,690
-37%
减持
GPC
GENUINE PARTS CO
-$529.0K
8,453
-36%
减持
GD
GENERAL DYNAMICS CORP
-$496.0K
5,086
-24%
减持
PEP
PEPSICO INC
-$492.0K
6,746
-30%
减持
ED
CONSOLIDATED EDISON INC
-$490.0K
11,853
-31%
减持
KO
COCA COLA CO
-$489.0K
17,958
-31%
减持
ATO
ATMOS ENERGY CORP
-$487.0K
10,078
-26%
减持
O
REALTY INCOME CORP
-$487.0K
16,310
-29%
减持
ABBV
ABBVIE INC
-$447.0K
2,654
-50%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$416.0K
5,797
-40%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$394.0K
14
-100%
减持
JNJ
JOHNSON & JOHNSON
-$381.0K
2,367
-48%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$343.0K
548
-74%
增持
PTLC
PACER FDS TR
+$342.0K
25,397
+61%
增持
PWS
PACER FDS TR
+$310.0K
41,473
+32%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$262.0K
0
-100%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$243.0K
65,041
+32%
减持
DGRO
ISHARES TR
-$219.0K
20,863
-8%
减持
NOBL
PROSHARES TR
-$142.0K
11,600
-3%
减持
IQLT
ISHARES TR
-$90.0K
3,415
-36%
减持
EFG
ISHARES TR
-$66.0K
16
-98%
减持
QUAL
ISHARES TR
-$30.0K
951
-6%
清仓
—
TIMOTHY PLAN
-$26.0K
0
-100%
减持
IEFA
ISHARES TR
-$23.0K
1,889
-2%
增持
MTUM
ISHARES TR
-$23.0K
735
+0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$21.0K
1,466
+0%
减持
IMTM
ISHARES TR
-$20.0K
3,429
-1%
减持
PIE
INVESCO EXCH TRADED FD TR II
-$5.0K
38
-85%
减持
TPIF
TIMOTHY PLAN
-$4.0K
40
-79%