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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 108 项
建仓 17
增持 34
减持 53
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.8M
77,081
+949%
建仓
KSPY
KRANESHARES TRUST
+$2.5M
89,493
建仓
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$2.5M
80,535
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
SPLV
INVESCO EXCH TRADED FD TR II
+$1.9M
38,981
+181%
增持
MTUM
ISHARES TR
+$1.7M
10,629
+149%
建仓
KMLM
KRANESHARES TRUST
+$1.7M
62,991
建仓
DBMF
LITMAN GREGORY FDS TR
+$1.7M
61,865
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.7M
60,224
增持
QUAL
ISHARES TR
+$1.1M
5,610
+10100%
减持
SGOV
ISHARES TR
-$1.0M
59,611
-14%
建仓
BEN
FRANKLIN RESOURCES INC
+$645.4K
27,901
清仓
SJM
SMUCKER J M CO
-$624.1K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$595.0K
4,561
+182%
清仓
ERIE
ERIE INDTY CO
-$571.9K
0
-100%
减持
BILS
SPDR SERIES TRUST
-$520.7K
6,687
-44%
建仓
NDSN
NORDSON CORP
+$516.8K
2,277
增持
VONG
VANGUARD SCOTTSDALE FDS
+$515.3K
23,662
+11%
建仓
AAPL
APPLE INC
+$501.4K
1,969
建仓
MSFT
MICROSOFT CORP
+$487.4K
941
减持
WMT
WALMART INC
-$484.6K
3,095
-62%
建仓
PPG
PPG INDS INC
+$453.4K
4,314
增持
QQEW
FIRST TR EXCHANGE-TRADED FD
+$391.8K
19,035
+13%
减持
AGG
ISHARES TR
-$360.1K
142,314
-3%
增持
LOW
LOWES COS INC
+$353.7K
3,476
+48%
减持
TPIF
TIMOTHY PLAN
-$337.4K
104,611
-12%
增持
VUG
VANGUARD INDEX FDS
+$297.5K
942
+168%
减持
WWJD
NORTHERN LTS FD TR IV
-$274.3K
97,744
-10%
减持
VOT
VANGUARD INDEX FDS
-$271.5K
5
-99%
建仓
AMZN
AMAZON COM INC
+$247.2K
1,126
增持
IEF
ISHARES TR
+$247.1K
146,647
+1%
增持
FDS
FACTSET RESH SYS INC
-$241.9K
1,585
+2%
建仓
GOOGL
ALPHABET INC
+$236.1K
971
减持
CAH
CARDINAL HEALTH INC
-$229.5K
4,417
-20%
建仓
ABBV
ABBVIE INC
+$221.8K
958
清仓
KO
COCA COLA CO
-$214.7K
0
-100%
清仓
O
REALTY INCOME CORP
-$211.0K
0
-100%
建仓
META
META PLATFORMS INC
+$210.8K
287
减持
CHD
CHURCH & DWIGHT CO INC
-$209.7K
5,412
-24%
建仓
JNJ
JOHNSON & JOHNSON
+$209.5K
1,130
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$208.4K
7,130
-7%
建仓
V
VISA INC
+$203.5K
596
增持
CAT
CATERPILLAR INC
+$197.9K
1,810
+6%
增持
IJR
ISHARES TR
+$196.4K
8,479
+14%
减持
EXPD
EXPEDITORS INTL WASH INC
-$195.7K
4,482
-31%
减持
EMR
EMERSON ELEC CO
-$187.0K
5,291
-20%
增持
ITW
ILLINOIS TOOL WKS INC
+$178.9K
2,775
+26%
减持
CTAS
CINTAS CORP
-$173.7K
3,192
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$167.1K
2,495
-16%
增持
VB
VANGUARD INDEX FDS
+$161.9K
3,919
+11%
增持
—
EXXON MOBIL CORP
+$156.2K
7,704
+17%
增持
KVUE
KENVUE INC
-$137.2K
33,936
+3%
减持
ISMD
NORTHERN LTS FD TR IV
+$135.2K
44,518
-1%
减持
CL
COLGATE PALMOLIVE CO
-$135.1K
7,753
-7%
减持
GWW
GRAINGER W W INC
-$134.8K
686
-9%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$134.6K
8,968
-16%
增持
SPY
SPDR S&P 500 ETF TR
+$130.0K
1,450
+7%
减持
DOV
DOVER CORP
-$128.4K
3,872
-8%
减持
ROP
ROPER TECHNOLOGIES INC
-$126.7K
1,252
-6%
减持
BRO
BROWN & BROWN INC
-$124.6K
6,608
-2%
减持
SPGI
S&P GLOBAL INC
-$116.1K
1,340
-8%
减持
—
PENTAIR PLC
-$102.4K
6,821
-18%
增持
DTCR
GLOBAL X FDS
+$98.6K
44,742
+2%
减持
—
CHUBB LIMITED
-$91.4K
2,463
-9%
减持
MKC
MCCORMICK & CO INC
-$87.7K
9,294
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$86.9K
18,429
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$85.7K
2,293
-7%
增持
SPEM
SPDR INDEX SHS FDS
+$84.4K
14,662
+4%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$83.9K
99,434
+7%
增持
CVX
CHEVRON CORP NEW
+$78.2K
5,349
+2%
减持
CINF
CINCINNATI FINL CORP
-$76.8K
4,746
-15%
减持
ABT
ABBOTT LABS
-$74.6K
5,265
-8%
增持
FRT
FEDERAL RLTY INVT TR NEW
+$74.5K
7,503
+4%
减持
TPSC
TIMOTHY PLAN
+$70.5K
41,140
-3%
增持
—
AMCOR PLC
-$69.7K
75,833
+1%
增持
EFV
ISHARES TR
+$66.7K
11,975
+2%
减持
ECL
ECOLAB INC
-$64.9K
2,638
-10%
减持
SHW
SHERWIN WILLIAMS CO
-$64.3K
1,996
-9%
减持
TPLC
TIMOTHY PLAN
-$64.1K
59,809
-5%
减持
CLX
CLOROX CO DEL
-$63.0K
4,228
-13%
减持
—
LINDE PLC
-$61.7K
1,485
-9%
减持
ES
EVERSOURCE ENERGY
+$59.4K
10,967
-3%
减持
ESS
ESSEX PPTY TR INC
-$58.5K
2,511
-3%
减持
GD
GENERAL DYNAMICS CORP
-$53.6K
2,414
-20%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$49.9K
17,884
-9%
减持
IFRA
ISHARES TR
-$45.2K
24,901
-10%
减持
DGRO
ISHARES TR
+$43.7K
19,473
-3%
增持
INDS
PACER FDS TR
+$38.0K
22,193
+4%
减持
FAST
FASTENAL CO
-$35.8K
16,413
-18%
减持
KMB
KIMBERLY-CLARK CORP
-$33.9K
5,401
-1%
增持
NOBL
PROSHARES TR
+$33.3K
12,347
+0%
减持
ELCV
STRATEGY SHS
+$32.5K
43,194
-2%
增持
EFG
ISHARES TR
+$31.7K
4,867
+4%
减持
SYY
SYSCO CORP
-$30.0K
9,133
-12%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$25.0K
5,018
-2%
减持
PTL
NORTHERN LTS FD TR IV
+$24.4K
11,774
-7%
减持
ED
CONSOLIDATED EDISON INC
-$18.7K
7,065
-3%
增持
AMLP
ALPS ETF TR
-$17.1K
25,620
+3%
增持
APD
AIR PRODS & CHEMS INC
-$16.7K
2,484
+1%
减持
—
MEDTRONIC PLC
+$16.3K
8,024
-6%
减持
AFL
AFLAC INC
-$14.1K
6,757
-7%
增持
HRL
HORMEL FOODS CORP
+$14.0K
23,286
+25%
减持
ATO
ATMOS ENERGY CORP
+$5.7K
4,602
-9%
减持
NEE
NEXTERA ENERGY INC
+$3.5K
9,861
-8%
建仓
GOOG
ALPHABET INC
+$2.9K
12
增持
BOTZ
GLOBAL X FDS
+$2.0K
538
+3%
减持
TPHD
TIMOTHY PLAN
-$1.6K
28,655
-4%
减持
MCD
MCDONALDS CORP
+$1.5K
2,375
-4%
增持
PG
PROCTER AND GAMBLE CO
+$264
4,392
+4%
