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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 105 项
建仓 18
增持 21
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
TFPN
TIDAL TR II
-$8.6M
0
-100%
减持
IEF
ISHARES TR
-$6.7M
106,171
-42%
清仓
KMLM
KRANESHARES TRUST
-$4.0M
0
-100%
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。
清仓
DBMF
LITMAN GREGORY FDS TR
-$3.9M
0
-100%
建仓
PTL
NORTHERN LTS FD TR IV
+$2.8M
13,429
减持
AGG
ISHARES TR
-$2.4M
153,682
-15%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$2.2M
18,077
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$2.1M
22,968
增持
TPLC
TIMOTHY PLAN
+$2.0M
66,952
+229%
建仓
AMLP
ALPS ETF TR
+$1.3M
25,876
建仓
IFRA
ISHARES TR
+$1.3M
28,757
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$1.3M
11,133
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$1.2M
95,624
建仓
ELCV
STRATEGY SHS
+$1.1M
45,941
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.0M
14,003
建仓
CVX
CHEVRON CORP NEW
+$854.4K
5,107
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$820.9K
20,290
建仓
INDS
PACER FDS TR
+$811.6K
21,953
建仓
HRL
HORMEL FOODS CORP
+$761.1K
24,599
增持
WWJD
NORTHERN LTS FD TR IV
+$741.0K
115,476
+19%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$739.2K
15,792
增持
TPIF
TIMOTHY PLAN
+$733.9K
127,826
+16%
建仓
DTCR
GLOBAL X FDS
+$733.5K
45,112
清仓
NDSN
NORDSON CORP
-$702.2K
0
-100%
清仓
PPG
PPG INDS INC
-$626.2K
0
-100%
减持
O
REALTY INCOME CORP
-$605.6K
3,625
-76%
减持
QUAL
ISHARES TR
-$581.4K
19
-99%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$543.6K
2,428
增持
NOBL
PROSHARES TR
+$433.9K
12,659
+47%
增持
DGRO
ISHARES TR
+$420.1K
20,360
+49%
增持
IJR
ISHARES TR
+$382.6K
7,473
+116%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$358.7K
17,436
+78%
增持
MTUM
ISHARES TR
+$329.6K
4,579
+59%
增持
TPHD
TIMOTHY PLAN
+$310.5K
31,204
+31%
增持
SPY
SPDR S&P 500 ETF TR
+$272.8K
1,329
+66%
减持
—
PENTAIR PLC
-$270.2K
8,096
-17%
减持
SWK
STANLEY BLACK & DECKER INC
-$264.3K
6,209
-33%
减持
EMR
EMERSON ELEC CO
-$246.2K
6,162
-17%
减持
EXPD
EXPEDITORS INTL WASH INC
-$242.3K
4,652
-36%
减持
DOV
DOVER CORP
-$232.1K
3,717
-21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$231.7K
2,859
-33%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$221.8K
2,389
-27%
减持
TROW
PRICE T ROWE GROUP INC
-$216.0K
6,917
-8%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$211.7K
0
-100%
减持
FRT
FEDERAL RLTY INVT TR NEW
-$204.7K
6,981
-12%
增持
—
EXXON MOBIL CORP
+$192.3K
6,510
+20%
减持
SPGI
S&P GLOBAL INC
-$192.1K
1,394
-23%
减持
ATO
ATMOS ENERGY CORP
-$175.9K
4,969
-27%
减持
AOS
SMITH A O CORP
-$167.4K
8,053
-21%
清仓
VTI
VANGUARD INDEX FDS
-$151.0K
0
-100%
减持
ECL
ECOLAB INC
-$148.1K
2,808
-23%
减持
ITW
ILLINOIS TOOL WKS INC
-$148.0K
2,813
-16%
减持
CINF
CINCINNATI FINL CORP
-$147.9K
5,413
-18%
减持
ABT
ABBOTT LABS
-$143.5K
5,526
-29%
减持
GWW
GRAINGER W W INC
-$142.0K
744
-11%
增持
TPSC
TIMOTHY PLAN
+$131.0K
44,756
+15%
减持
LOW
LOWES COS INC
-$130.7K
3,137
-10%
减持
MCD
MCDONALDS CORP
-$125.8K
2,424
-20%
减持
CAT
CATERPILLAR INC
-$122.7K
2,181
-6%
减持
KVUE
KENVUE INC
-$119.2K
31,874
-23%
减持
—
AMCOR PLC
-$117.9K
71,553
-17%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$115.1K
7,338
-13%
减持
ESS
ESSEX PPTY TR INC
-$113.9K
2,486
-19%
减持
MKC
MCCORMICK & CO INC
-$110.8K
9,014
-19%
减持
FAST
FASTENAL CO
-$108.5K
9,858
-19%
减持
SHW
SHERWIN WILLIAMS CO
-$103.2K
2,139
-14%
增持
ISMD
NORTHERN LTS FD TR IV
+$98.2K
47,157
+17%
减持
BRO
BROWN & BROWN INC
-$97.9K
6,620
-27%
减持
KMB
KIMBERLY-CLARK CORP
-$97.7K
5,282
-18%
增持
VUG
VANGUARD INDEX FDS
+$97.4K
960
+52%
减持
SYY
SYSCO CORP
-$97.1K
10,028
-10%
减持
PEP
PEPSICO INC
-$96.4K
3,438
-15%
减持
KO
COCA COLA CO
-$90.2K
10,580
-22%
减持
NEE
NEXTERA ENERGY INC
-$88.6K
10,348
-10%
减持
—
MEDTRONIC PLC
-$87.5K
8,242
-20%
减持
CHD
CHURCH & DWIGHT CO INC
-$86.5K
6,887
-15%
增持
EFG
ISHARES TR
+$74.2K
4,654
+15%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$70.8K
5,132
+12%
减持
CTAS
CINTAS CORP
-$69.4K
3,650
-19%
增持
GLD
SPDR GOLD TR
+$67.6K
1,428
+1%
减持
—
CHUBB LIMITED
-$64.7K
2,718
-15%
减持
AFL
AFLAC INC
-$62.9K
7,133
-14%
减持
EFV
ISHARES TR
+$60.7K
11,800
-2%
增持
VB
VANGUARD INDEX FDS
+$59.9K
3,535
+17%
减持
ROP
ROPER TECHNOLOGIES INC
-$58.6K
1,292
-18%
减持
CL
COLGATE PALMOLIVE CO
-$53.1K
8,124
-9%
减持
SJM
SMUCKER J M CO
-$48.8K
4,690
-15%
减持
—
LINDE PLC
-$46.9K
1,613
-15%
减持
WMT
WALMART INC
-$46.3K
2,361
-16%
增持
GD
GENERAL DYNAMICS CORP
+$33.9K
2,975
+1%
减持
SGOV
ISHARES TR
-$33.7K
64,100
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$33.3K
14,015
+4%
减持
GPC
GENUINE PARTS CO
-$25.2K
4,278
-7%
增持
CLX
CLOROX CO DEL
-$19.9K
1,397
+1%
清仓
IYE
ISHARES TR
-$18.4K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$17.9K
2,333
-4%
减持
ED
CONSOLIDATED EDISON INC
+$17.4K
7,501
-18%
建仓
AIQ
GLOBAL X FDS
+$15.5K
425
建仓
BOTZ
GLOBAL X FDS
+$14.4K
506
减持
—
TIMOTHY PLAN
-$8.8K
406
-48%
减持
ABBV
ABBVIE INC
+$5.6K
1,042
-13%
清仓
ITOT
ISHARES TR
-$4.0K
0
-100%
减持
CAH
CARDINAL HEALTH INC
+$2.2K
1,704
-13%
减持
BIL
SPDR SER TR
+$990
9,090
-0%
减持
PG
PROCTER AND GAMBLE CO
-$237
1,246
-2%
