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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 120 项
建仓 17
增持 30
减持 58
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$5.7M
89,452
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$4.9M
0
-100%
增持
TPIF
TIMOTHY PLAN
+$2.7M
177,278
+65%
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
WWJD
NORTHERN LTS FD TR IV
+$2.7M
169,074
+68%
增持
AGG
ISHARES TR
+$2.2M
160,804
+17%
增持
IEF
ISHARES TR
+$2.1M
166,309
+16%
建仓
GVAL
CAMBRIA ETF TR
+$2.0M
61,373
增持
TPSC
TIMOTHY PLAN
+$1.3M
72,894
+72%
增持
ISMD
NORTHERN LTS FD TR IV
+$1.3M
77,651
+69%
增持
KMLM
KRANESHARES TRUST
+$1.1M
113,040
+42%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
104,137
+39%
建仓
XAR
SPDR SERIES TRUST
+$979.3K
3,856
增持
URA
GLOBAL X FDS
+$961.6K
19,860
+496400%
增持
DBMF
LITMAN GREGORY FDS TR
+$933.2K
101,535
+34%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$890.7K
10,521
增持
TPLC
TIMOTHY PLAN
+$745.3K
76,927
+24%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$733.3K
374
-74%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$716.4K
0
-100%
增持
QUAL
ISHARES TR
+$661.4K
24,031
+21%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$649.1K
41,436
-59%
增持
PTL
NORTHERN LTS FD TR IV
+$645.5K
14,242
+21%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$537.6K
0
-100%
减持
CAT
CATERPILLAR INC
-$529.1K
547
-66%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$517.3K
21,078
-9%
清仓
ROP
ROPER TECHNOLOGIES INC
-$514.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$512.9K
1,110
-58%
清仓
KMB
KIMBERLY-CLARK CORP
-$496.3K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$489.7K
5,555
增持
AIQ
GLOBAL X FDS
+$489.2K
10,962
+2391%
清仓
BRO
BROWN & BROWN INC
-$485.3K
0
-100%
建仓
XME
SPDR SERIES TRUST
+$479.7K
4,441
增持
SPEM
SPDR INDEX SHS FDS
+$467.2K
24,465
+68%
清仓
VUG
VANGUARD INDEX FDS
-$461.5K
0
-100%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$458.7K
2,743
减持
EXPD
EXPEDITORS INTL WASH INC
-$457.7K
2,125
-58%
减持
ABT
ABBOTT LABORATORIES
-$451.3K
2,597
-55%
增持
EFV
ISHARES TR
+$451.0K
17,474
+47%
减持
DTCR
GLOBAL X FDS
-$441.9K
20,390
-54%
减持
—
MEDTRONIC PLC
-$441.8K
2,893
-60%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$440.2K
0
-100%
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$431.6K
1,918
-59%
减持
NUE
NUCOR CORP
-$418.3K
1,572
-63%
清仓
CHD
CHURCH & DWIGHT CO INC
-$417.6K
0
-100%
减持
CINF
CINCINNATI FINL CORP
-$417.4K
1,773
-58%
减持
LOW
LOWES COS INC
-$412.2K
991
-63%
减持
—
CHUBB LTD SWITZ
-$405.8K
880
-60%
减持
ALB
ALBEMARLE CORP
-$399.9K
1,807
-65%
减持
FRT
FEDERAL RLTY INVT TR NEW
-$397.4K
2,703
-60%
减持
AFL
AFLAC INC
-$396.7K
2,502
-59%
减持
NDSN
NORDSON CORP
-$396.3K
992
-64%
减持
—
PENTAIR PLC
-$390.4K
2,887
-53%
减持
AMLP
ALPS ETF TR
-$389.2K
15,807
-39%
减持
ATO
ATMOS ENERGY CORP
-$385.2K
1,649
-60%
减持
ES
EVERSOURCE ENERGY
-$384.8K
4,067
-59%
减持
GD
GENERAL DYNAMICS CORP
-$383.0K
844
-58%
减持
MCD
MCDONALDS CORP
-$379.0K
1,239
-50%
减持
—
EXXON MOBIL CORP
-$378.4K
2,795
-61%
减持
SYY
SYSCO CORP
-$377.5K
3,253
-61%
减持
BEN
FRANKLIN RESOURCES INC
-$375.9K
10,808
-59%
减持
ECL
ECOLAB INC
-$372.8K
955
-60%
减持
GRID
FIRST TR EXCHANGE-TRADED FD
-$370.5K
6,057
-32%
减持
ITW
ILLINOIS TOOL WKS INC
-$366.7K
971
-61%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$361.2K
691
-70%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$356.5K
10,550
-41%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$355.1K
741
减持
GWW
WW GRAINGER INC
-$345.6K
265
-58%
增持
ELCV
STRATEGY SHS
+$342.6K
50,909
+19%
减持
ED
CONSOLIDATED EDISON INC
-$341.5K
2,595
-59%
减持
SHW
SHERWIN WILLIAMS CO
-$336.1K
780
-57%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$334.7K
18,585
-2%
减持
SPGI
S&P GLOBAL INC
-$332.5K
727
-41%
减持
INDS
PACER FDS TR
-$326.6K
13,429
-40%
增持
TPHD
TIMOTHY PLAN
+$325.0K
35,069
+20%
建仓
JPM
JPMORGAN CHASE & CO
+$317.4K
1,079
减持
ESS
ESSEX PPTY TR INC
-$316.0K
1,165
-49%
增持
EFG
ISHARES TR
+$309.3K
7,763
+59%
减持
GPC
GENUINE PARTS CO
-$304.3K
1,950
-53%
建仓
TSLA
TESLA INC
+$303.0K
815
减持
NEE
NEXTERA ENERGY INC
-$302.4K
4,374
-50%
减持
FAST
FASTENAL CO
-$299.8K
6,378
-57%
减持
TROW
PRICE T ROWE GROUP INC
-$298.3K
3,105
-45%
减持
IFRA
ISHARES TR
-$296.5K
17,732
-29%
减持
CTAS
CINTAS CORP
-$296.4K
1,492
-49%
清仓
KO
COCA COLA CO
-$293.8K
0
-100%
减持
EMR
EMERSON ELEC CO
-$289.8K
2,643
-45%
减持
CVX
CHEVRON CORPORATION
-$279.9K
2,679
-51%
减持
DOV
DOVER CORP
-$265.8K
1,292
-53%
减持
SJM
SMUCKER J M CO
-$265.8K
2,674
-50%
清仓
ABBV
ABBVIE INC
-$263.9K
0
-100%
建仓
SO
SOUTHERN CO
+$262.6K
2,721
建仓
META
META PLATFORMS INC
+$261.5K
457
建仓
ADI
ANALOG DEVICES INC
+$258.6K
813
减持
ADM
ARCHER DANIELS MIDLAND CO
-$256.5K
4,217
-57%
建仓
—
AMCOR PLC
+$234.6K
5,901
建仓
SWK
STANLEY BLACK & DECKER INC
+$230.8K
3,248
增持
AAPL
APPLE INC
+$229.3K
3,872
+40%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$218.1K
1,014
增持
IJR
ISHARES TR
+$212.4K
9,850
+17%
增持
VB
VANGUARD INDEX FDS
+$211.2K
4,654
+19%
清仓
CAH
CARDINAL HEALTH INC
-$211.0K
0
-100%
减持
—
LINDE PLC
-$207.7K
1,038
-39%
建仓
WMT
WALMART INC
+$202.5K
1,629
清仓
ITDF
ISHARES TR
-$201.5K
0
-100%
减持
DGRO
ISHARES TR
-$195.8K
17,346
-15%
减持
PEP
PEPSICO INC
-$192.7K
2,421
-39%
减持
NOBL
PROSHARES TR
-$191.9K
11,185
-16%
减持
GLD
SPDR GOLD TR
-$182.4K
884
-38%
增持
NVDA
NVIDIA CORPORATION
+$163.5K
5,815
+27%
减持
AOS
SMITH A O CORP
-$163.4K
3,610
-40%
减持
PG
PROCTER & GAMBLE CO
-$158.1K
2,891
-28%
增持
MTUM
ISHARES TR
-$151.0K
16,770
+1%
增持
MSFT
MICROSOFT CORP
+$77.6K
1,439
+53%
增持
SGOV
ISHARES TR
+$70.8K
55,017
+1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$33.6K
24,117
+25%
清仓
BOTZ
GLOBAL X FDS
-$22.1K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$9.2K
1,300
-13%
增持
AMZN
AMAZON COM INC
-$9.2K
1,646
+8%
增持
AVGO
BROADCOM INC
-$5.8K
933
+10%
增持
BIL
SPDR SERIES TRUST
+$4.2K
12,384
+0%
清仓
VOT
VANGUARD INDEX FDS
-$2.0K
0
-100%
