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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 103 项
建仓 5
增持 52
减持 36
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IEF
ISHARES TR
+$3.8M
145,123
+37%
建仓
ES
EVERSOURCE ENERGY
+$720.8K
11,330
建仓
FDS
FACTSET RESH SYS INC
+$696.0K
1,556
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。
增持
CAH
CARDINAL HEALTH INC
+$688.1K
5,493
+222%
清仓
TROW
PRICE T ROWE GROUP INC
-$635.5K
0
-100%
增持
WMT
WALMART INC
+$596.3K
8,218
+248%
减持
AGG
ISHARES TR
-$575.2K
147,450
-4%
建仓
ERIE
ERIE INDTY CO
+$571.9K
1,649
增持
SGOV
ISHARES TR
+$551.0K
69,560
+9%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$543.6K
0
-100%
减持
KO
COCA COLA CO
-$543.0K
3,035
-71%
清仓
AOS
SMITH A O CORP
-$526.3K
0
-100%
增持
BILS
SPDR SERIES TRUST
+$520.9K
11,930
+78%
清仓
PEP
PEPSICO INC
-$515.5K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$509.7K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$477.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$462.2K
4,234
+240%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$425.6K
7,350
-58%
增持
CLX
CLOROX CO DEL
+$378.6K
4,866
+248%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$371.8K
18,151
+15%
建仓
VOT
VANGUARD INDEX FDS
+$273.0K
960
建仓
NVDA
NVIDIA CORPORATION
+$255.9K
1,620
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$230.0K
10,714
-4%
清仓
ABBV
ABBVIE INC
-$218.3K
0
-100%
减持
LOW
LOWES COS INC
-$211.8K
2,343
-25%
增持
EMR
EMERSON ELEC CO
+$205.4K
6,608
+7%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$204.8K
21,392
-7%
减持
VUG
VANGUARD INDEX FDS
-$201.7K
352
-63%
减持
HRL
HORMEL FOODS CORP
-$199.0K
18,581
-24%
增持
EXPD
EXPEDITORS INTL WASH INC
+$185.7K
6,522
+40%
减持
WWJD
NORTHERN LTS FD TR IV
+$171.0K
108,586
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$160.2K
2,955
+3%
减持
TPIF
TIMOTHY PLAN
+$154.3K
118,577
-7%
减持
ITW
ILLINOIS TOOL WKS INC
-$153.0K
2,203
-22%
减持
PTL
NORTHERN LTS FD TR IV
+$150.6K
12,692
-5%
增持
—
PENTAIR PLC
+$149.7K
8,357
+3%
减持
AMLP
ALPS ETF TR
-$124.6K
24,957
-4%
增持
DOV
DOVER CORP
+$121.3K
4,226
+14%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
+$108.2K
16,809
-7%
增持
CVX
CHEVRON CORP NEW
-$101.9K
5,255
+3%
减持
MTUM
ISHARES TR
+$101.3K
4,273
-7%
减持
ED
CONSOLIDATED EDISON INC
-$100.7K
7,263
-3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$97.1K
5,137
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$92.5K
1,353
+2%
减持
DTCR
GLOBAL X FDS
+$84.2K
43,869
-3%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
+$82.7K
19,581
-3%
增持
BRO
BROWN & BROWN INC
-$79.1K
6,714
+1%
增持
CTAS
CINTAS CORP
+$78.7K
3,719
+2%
增持
KVUE
KENVUE INC
-$76.4K
32,868
+3%
增持
FAST
FASTENAL CO
+$76.2K
20,016
+103%
增持
ECL
ECOLAB INC
+$75.4K
2,922
+4%
增持
CHD
CHURCH & DWIGHT CO INC
-$74.3K
7,116
+3%
增持
SJM
SMUCKER J M CO
+$68.7K
6,355
+36%
增持
GD
GENERAL DYNAMICS CORP
+$65.8K
3,006
+1%
减持
IFRA
ISHARES TR
+$64.4K
27,658
-4%
增持
—
EXXON MOBIL CORP
-$61.8K
6,609
+2%
增持
SPGI
S&P GLOBAL INC
+$60.0K
1,457
+5%
增持
EFG
ISHARES TR
+$57.2K
4,666
+0%
减持
NOBL
PROSHARES TR
-$54.2K
12,307
-3%
增持
GWW
GRAINGER W W INC
+$53.6K
758
+2%
减持
CAT
CATERPILLAR INC
-$53.5K
1,715
-21%
减持
VB
VANGUARD INDEX FDS
+$50.8K
3,522
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$50.2K
14,084
+0%
减持
EFV
ISHARES TR
+$50.1K
11,745
-0%
增持
ABT
ABBOTT LABS
+$46.7K
5,733
+4%
增持
KMB
KIMBERLY-CLARK CORP
-$45.8K
5,472
+4%
减持
TPHD
TIMOTHY PLAN
-$45.1K
29,862
-4%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$45.0K
92,857
-3%
增持
MCD
MCDONALDS CORP
-$37.0K
2,465
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$35.3K
13,883
-1%
减持
—
CHUBB LIMITED
-$34.2K
2,715
-0%
增持
MKC
MCCORMICK & CO INC
-$32.3K
9,359
+4%
增持
ESS
ESSEX PPTY TR INC
-$31.5K
2,578
+4%
减持
IJR
ISHARES TR
+$29.7K
7,422
-1%
增持
SYY
SYSCO CORP
+$29.5K
10,325
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$28.8K
2,460
+3%
增持
CINF
CINCINNATI FINL CORP
+$27.5K
5,554
+3%
增持
AFL
AFLAC INC
-$24.3K
7,290
+2%
减持
DGRO
ISHARES TR
+$24.2K
20,051
-2%
减持
INDS
PACER FDS TR
-$23.8K
21,297
-3%
减持
GLD
SPDR GOLD TR
+$21.4K
1,420
-1%
减持
ELCV
STRATEGY SHS
-$20.8K
44,193
-4%
减持
TPSC
TIMOTHY PLAN
-$17.6K
42,392
-5%
增持
—
LINDE PLC
+$16.0K
1,635
+1%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$15.8K
7,667
+4%
减持
ISMD
NORTHERN LTS FD TR IV
-$14.3K
44,884
-5%
清仓
VNQ
VANGUARD INDEX FDS
-$12.3K
0
-100%
增持
ATO
ATMOS ENERGY CORP
+$12.0K
5,062
+2%
增持
ROP
ROPER TECHNOLOGIES INC
-$10.7K
1,325
+3%
清仓
VXF
VANGUARD INDEX FDS
-$10.3K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$8.5K
2,200
+3%
减持
TPLC
TIMOTHY PLAN
-$8.4K
63,099
-6%
增持
—
MEDTRONIC PLC
+$7.3K
8,580
+4%
增持
NEE
NEXTERA ENERGY INC
+$7.3K
10,672
+3%
增持
QUAL
ISHARES TR
+$6.8K
55
+189%
清仓
VOO
VANGUARD INDEX FDS
-$6.7K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
-$6.4K
8,304
+2%
增持
APD
AIR PRODS & CHEMS INC
+$6.1K
2,461
+5%
增持
—
AMCOR PLC
-$4.0K
75,087
+5%
增持
FRT
FEDERAL RLTY INVT TR NEW
+$2.8K
7,218
+3%
增持
BOTZ
GLOBAL X FDS
+$2.6K
522
+3%
减持
AIQ
GLOBAL X FDS
+$2.4K
409
-4%
增持
O
REALTY INCOME CORP
+$754
3,663
+1%
