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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 120 项
建仓 15
增持 41
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$2.9M
0
-100%
增持
QUAL
ISHARES TR
+$2.9M
19,877
+254%
建仓
EGP
EASTGROUP PPTYS INC
+$2.2M
12,551
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
MTUM
ISHARES TR
+$1.4M
16,682
+57%
建仓
ALB
ALBEMARLE CORP
+$724.3K
5,121
增持
HEQT
SIMPLIFY EXCHANGE TRADED FUN
+$712.9K
100,735
+25%
建仓
NUE
NUCOR CORP
+$684.1K
4,194
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$682.1K
90,372
+17%
清仓
MKC
MCCORMICK & CO INC
-$621.9K
0
-100%
清仓
—
AMCOR PLC
-$620.3K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$619.8K
0
-100%
建仓
TROW
PRICE T ROWE GROUP INC
+$578.1K
5,647
清仓
HRL
HORMEL FOODS CORP
-$576.1K
0
-100%
建仓
PEP
PEPSICO INC
+$568.6K
3,962
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$563.1K
9,794
清仓
KVUE
KENVUE INC
-$550.8K
0
-100%
减持
SGOV
ISHARES TR
-$535.6K
54,465
-9%
建仓
SJM
SMUCKER J M CO
+$523.7K
5,354
清仓
CLX
CLOROX CO DEL
-$521.3K
0
-100%
增持
KSPY
KRANESHARES TRUST
+$511.1K
110,977
+24%
建仓
GPC
GENUINE PARTS CO
+$510.5K
4,152
减持
AGG
ISHARES TR
-$491.3K
137,922
-3%
减持
CAH
CARDINAL HEALTH INC
-$482.2K
1,027
-77%
增持
GOOG
ALPHABET INC
+$465.0K
1,491
+12325%
清仓
FDS
FACTSET RESH SYS INC
-$454.1K
0
-100%
清仓
PPG
PPG INDS INC
-$453.4K
0
-100%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$440.2K
1,600
增持
DBMF
LITMAN GREGORY FDS TR
+$438.6K
75,842
+23%
建仓
AOS
SMITH A O CORP
+$401.4K
6,002
减持
IEF
ISHARES TR
-$363.8K
143,321
-2%
增持
KMLM
KRANESHARES TRUST
+$363.1K
79,362
+26%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$351.9K
74,702
+24%
清仓
WMT
WALMART INC
-$319.0K
0
-100%
增持
BIL
SPDR SERIES TRUST
+$296.6K
12,373
+36%
建仓
AVGO
BROADCOM INC
+$294.5K
851
建仓
KO
COCA COLA CO
+$293.8K
4,202
增持
AAPL
APPLE INC
+$252.0K
2,771
+41%
建仓
HD
HOME DEPOT INC
+$248.4K
722
增持
TPIF
TIMOTHY PLAN
+$237.9K
107,549
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$237.7K
19,339
+5%
清仓
GOOGL
ALPHABET INC
-$236.1K
0
-100%
减持
LOW
LOWES COS INC
-$227.2K
2,680
-23%
增持
WWJD
NORTHERN LTS FD TR IV
+$220.2K
100,524
+3%
增持
EXPD
EXPEDITORS INTL WASH INC
+$212.6K
5,114
+14%
清仓
META
META PLATFORMS INC
-$210.8K
0
-100%
减持
FAST
FASTENAL CO
-$209.2K
14,845
-10%
清仓
V
VISA INC
-$203.5K
0
-100%
建仓
ITDF
ISHARES TR
+$201.5K
5,419
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$193.9K
4,666
-35%
减持
KMB
KIMBERLY-CLARK CORP
-$175.3K
4,919
-9%
减持
GD
GENERAL DYNAMICS CORP
-$150.5K
1,998
-17%
增持
NDSN
NORDSON CORP
+$143.5K
2,746
+21%
减持
SYY
SYSCO CORP
-$142.5K
8,271
-9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$135.4K
2,090
-9%
减持
BRO
BROWN & BROWN INC
-$134.5K
6,089
-8%
减持
APD
AIR PRODS & CHEMS INC
-$115.5K
2,275
-8%
减持
ES
EVERSOURCE ENERGY
-$113.6K
9,900
-10%
减持
—
PENTAIR PLC
-$113.6K
6,164
-10%
减持
DOV
DOVER CORP
-$110.8K
2,741
-29%
减持
ROP
ROPER TECHNOLOGIES INC
-$109.8K
1,156
-8%
减持
CTAS
CINTAS CORP
-$106.4K
2,918
-9%
增持
NOBL
PROSHARES TR
+$105.0K
13,237
+7%
减持
SHW
SHERWIN WILLIAMS CO
-$105.0K
1,809
-9%
增持
AMZN
AMAZON COM INC
+$104.8K
1,525
+35%
减持
ITW
ILLINOIS TOOL WKS INC
-$104.2K
2,515
-9%
减持
PG
PROCTER AND GAMBLE CO
-$99.2K
4,017
-9%
增持
JNJ
JOHNSON & JOHNSON
+$99.0K
1,491
+32%
减持
ATO
ATMOS ENERGY CORP
-$96.0K
4,115
-11%
减持
ECL
ECOLAB INC
-$95.5K
2,388
-9%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$91.5K
100,564
+1%
增持
DGRO
ISHARES TR
+$87.4K
20,356
+5%
减持
AFL
AFLAC INC
-$83.5K
6,087
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$78.0K
2,640
+6%
减持
FRT
FEDERAL RLTY INVT TR NEW
-$75.6K
6,791
-9%
减持
ED
CONSOLIDATED EDISON INC
-$74.9K
6,396
-9%
减持
ESS
ESSEX PPTY TR INC
-$74.2K
2,285
-9%
减持
—
MEDTRONIC PLC
-$71.7K
7,209
-10%
增持
TPLC
TIMOTHY PLAN
+$58.2K
62,204
+4%
减持
EMR
EMERSON ELEC CO
-$57.9K
4,793
-9%
减持
CHD
CHURCH & DWIGHT CO INC
-$56.7K
4,980
-8%
减持
CINF
CINCINNATI FINL CORP
-$53.9K
4,264
-10%
减持
CAT
CATERPILLAR INC
+$53.0K
1,600
-12%
增持
TPSC
TIMOTHY PLAN
+$51.3K
42,497
+3%
增持
MCD
MCDONALDS CORP
+$42.3K
2,500
+5%
增持
ABBV
ABBVIE INC
+$42.1K
1,155
+21%
增持
ISMD
NORTHERN LTS FD TR IV
+$41.8K
45,924
+3%
减持
EFV
ISHARES TR
+$35.9K
11,878
-1%
减持
NEE
NEXTERA ENERGY INC
-$35.8K
8,827
-10%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$28.3K
18,008
+1%
减持
BILS
SPDR SERIES TRUST
-$24.4K
6,461
-3%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$21.9K
23,239
-2%
减持
ELCV
STRATEGY SHS
-$21.4K
42,719
-1%
减持
GWW
WW GRAINGER INC
-$19.0K
629
-8%
增持
AMLP
ALPS ETF TR
+$18.9K
25,973
+1%
增持
—
LINDE PLC
+$16.9K
1,694
+14%
减持
—
EXXON MOBIL CORP
-$16.0K
7,085
-8%
减持
BEN
FRANKLIN RESOURCES INC
-$14.2K
26,420
-5%
减持
DTCR
GLOBAL X FDS
+$14.1K
44,095
-1%
增持
ABT
ABBOTT LABS
+$12.7K
5,730
+9%
增持
PTL
NORTHERN LTS FD TR IV
-$11.7K
11,777
+0%
减持
VB
VANGUARD INDEX FDS
+$11.3K
3,907
-0%
清仓
—
TIMOTHY PLAN
-$10.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$10.5K
1,432
-1%
减持
SPGI
S&P GLOBAL INC
-$10.4K
1,228
-8%
增持
VUG
VANGUARD INDEX FDS
+$9.7K
946
+0%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
+$8.5K
18,958
-0%
减持
GRID
FIRST TR EXCHANGE TRADED FD
+$6.4K
8,896
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$5.9K
14,536
-1%
增持
INDS
PACER FDS TR
-$5.8K
22,356
+1%
减持
IJR
ISHARES TR
+$4.5K
8,421
-1%
增持
IFRA
ISHARES TR
-$4.5K
24,911
+0%
增持
CVX
CHEVRON CORP NEW
+$3.5K
5,473
+2%
增持
BOTZ
GLOBAL X FDS
+$3.1K
611
+14%
减持
—
CHUBB LIMITED
-$2.6K
2,219
-10%
增持
AIQ
GLOBAL X FDS
+$2.2K
440
+8%
增持
TPHD
TIMOTHY PLAN
-$1.7K
29,209
+2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.0K
4,998
-0%
增持
EFG
ISHARES TR
+$992
4,874
+0%
增持
VOT
VANGUARD INDEX FDS
+$485
7
+40%
建仓
URA
GLOBAL X FDS
+$171
4
