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Souders Financial Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Souders Financial Advisors
报告期 2026-03-31 · CIK 0001811240
持仓数
216
前50大市值合计
$748.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 138 项
建仓 7
增持 87
减持 37
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$3.6M
57,485
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.0M
309,641
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.9M
14,191
-79%
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。
建仓
MDLZ
MONDELEZ INTL INC
+$2.8M
42,933
建仓
FIS
FIDELITY NATL INFORMATION SV
+$2.8M
25,630
减持
AAPL
APPLE INC
+$2.7M
82,549
-2%
建仓
EA
ELECTRONIC ARTS INC
+$2.6M
19,990
减持
CVS
CVS HEALTH CORP
-$2.5M
4,653
-87%
减持
INTC
INTEL CORP
-$2.2M
6,592
-86%
减持
PG
PROCTER AND GAMBLE CO
+$2.1M
96,277
-2%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.7M
189,697
+22%
减持
AVGO
BROADCOM INC
+$1.4M
8,144
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
10,818
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
65,010
+3%
增持
PFE
PFIZER INC
+$1.2M
75,262
+1%
减持
MSFT
MICROSOFT CORP
+$1.1M
23,156
-2%
增持
V
VISA INC
+$1.1M
24,844
+29%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
45,875
+3%
增持
HD
HOME DEPOT INC
+$973.0K
6,699
+22%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$951.0K
20,925
+6%
清仓
MMM
3M CO
-$770.0K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$726.0K
11,345
增持
CME
CME GROUP INC
+$694.0K
17,065
+3%
建仓
ACWI
ISHARES TR
+$681.0K
6,434
清仓
—
MEDTRONIC PLC
-$668.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$641.0K
4,894
+352%
增持
UPST
UPSTART HLDGS INC
-$641.0K
4,799
+11%
增持
NSC
NORFOLK SOUTHN CORP
+$625.0K
9,684
+3%
增持
NKE
NIKE INC
+$617.0K
8,431
+55%
清仓
ALLO
ALLOGENE THERAPEUTICS INC
-$611.0K
0
-100%
增持
ABT
ABBOTT LABS
+$608.0K
25,641
+1%
减持
EL
LAUDER ESTEE COS INC
+$588.0K
9,248
-2%
增持
CSCO
CISCO SYS INC
+$581.0K
13,604
+163%
增持
SCHB
SCHWAB STRATEGIC TR
+$575.0K
33,870
+8%
增持
SCHZ
SCHWAB STRATEGIC TR
+$572.0K
107,755
+12%
增持
EXC
EXELON CORP
+$550.0K
56,118
+1%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$528.0K
19,372
+3%
增持
APD
AIR PRODS & CHEMS INC
+$502.0K
9,168
+3%
清仓
PTON
PELOTON INTERACTIVE INC
-$439.0K
0
-100%
减持
NVO
NOVO-NORDISK A S
+$438.0K
32,084
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
+$431.0K
20,469
-1%
增持
YUM
YUM BRANDS INC
+$419.0K
22,229
+2%
增持
META
META PLATFORMS INC
+$416.0K
7,127
+22%
增持
SCHA
SCHWAB STRATEGIC TR
+$411.0K
66,473
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$405.0K
8,753
+51%
增持
AGG
ISHARES TR
+$364.0K
116,431
+3%
增持
SHOP
SHOPIFY INC
+$356.0K
944
+36%
减持
—
DRAFTKINGS INC
-$326.0K
13,425
-7%
增持
CSX
CSX CORP
+$317.0K
32,539
+7%
增持
KLAC
KLA CORP
+$305.0K
2,775
+4%
增持
MINT
PIMCO ETF TR
+$286.0K
46,381
+7%
增持
CVX
CHEVRON CORP NEW
+$283.0K
12,953
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$274.0K
101,190
+7%
建仓
IVT
INVENTRUST PPTYS CORP
+$262.0K
9,596
增持
NOC
NORTHROP GRUMMAN CORP
+$254.0K
8,240
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$252.0K
28,682
+7%
减持
BAC
BK OF AMERICA CORP
-$250.0K
55,675
-13%
增持
IJR
ISHARES TR
+$235.0K
18,396
+7%
增持
MCD
MCDONALDS CORP
+$232.0K
5,418
+7%
减持
NEM
NEWMONT CORP
-$226.0K
8,410
-39%
减持
JNJ
JOHNSON & JOHNSON
-$225.0K
5,994
-23%
增持
CMCSA
COMCAST CORP NEW
-$222.0K
71,591
+5%
清仓
T
AT&T INC
-$217.0K
0
-100%
减持
TSLA
TESLA INC
+$212.0K
881
-5%
建仓
LMT
LOCKHEED MARTIN CORP
+$205.0K
578
清仓
—
DISCOVER FINL SVCS
-$204.0K
0
-100%
增持
ELV
ANTHEM INC
+$203.0K
2,227
+0%
增持
EQIX
EQUINIX INC
+$200.0K
3,541
+0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$181.0K
6,122
+7%
减持
SHW
SHERWIN WILLIAMS CO
+$176.0K
3,521
-7%
增持
GILD
GILEAD SCIENCES INC
+$171.0K
39,151
+2%
增持
JPM
JPMORGAN CHASE & CO
+$171.0K
36,164
+7%
减持
—
OAK STR HEALTH INC
-$166.0K
11,518
-11%
减持
COP
CONOCOPHILLIPS
+$157.0K
45,536
-1%
增持
TCHP
T ROWE PRICE ETF INC
+$154.0K
106,937
+1%
减持
—
SEAGEN INC
-$148.0K
4,105
-11%
增持
SCHE
SCHWAB STRATEGIC TR
+$145.0K
60,612
+12%
增持
CAT
CATERPILLAR INC
+$143.0K
3,826
+13%
增持
DG
DOLLAR GEN CORP NEW
+$140.0K
4,709
+3%
增持
AMZN
AMAZON COM INC
+$139.0K
1,284
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$137.0K
11,286
+5%
减持
LOW
LOWES COS INC
+$131.0K
2,462
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$128.0K
56,714
-0%
增持
DIVO
AMPLIFY ETF TR
+$123.0K
21,528
+8%
增持
EW
EDWARDS LIFESCIENCES CORP
+$110.0K
5,913
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$105.0K
3,269
+8%
增持
LMND
LEMONADE INC
-$102.0K
7,352
+20%
增持
VB
VANGUARD INDEX FDS
+$100.0K
4,635
+7%
增持
SPGI
S&P GLOBAL INC
+$97.0K
1,833
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$96.0K
117,427
+5%
增持
QCOM
QUALCOMM INC
+$95.0K
1,725
+1%
减持
FSK
FS KKR CAP CORP
-$93.0K
45,929
-4%
增持
QQQ
INVESCO QQQ TR
+$92.0K
1,013
+16%
减持
—
AZEK CO INC
+$92.0K
12,092
-5%
减持
GOOGL
ALPHABET INC
-$90.0K
185
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$84.0K
1,179
+6%
增持
WMT
WALMART INC
+$84.0K
5,289
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$84.0K
108,160
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$83.0K
107,819
+5%
增持
—
REDFIN CORP
-$80.0K
10,110
+8%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$79.0K
11,424
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$78.0K
2,074
+9%
增持
HON
HONEYWELL INTL INC
+$77.0K
5,566
+9%
增持
FFBC
FIRST FINL BANCORP OH
+$76.0K
71,646
+0%
减持
MELI
MERCADOLIBRE INC
-$73.0K
193
-3%
增持
SCHP
SCHWAB STRATEGIC TR
+$73.0K
89,199
+1%
减持
ABBV
ABBVIE INC
+$69.0K
2,630
-1%
增持
—
ASML HOLDING N V
+$63.0K
456
+13%
清仓
—
SIRIUS XM HOLDINGS INC
-$62.0K
0
-100%
增持
—
ACTIVISION BLIZZARD INC
+$60.0K
14,228
+24%
增持
LLY
LILLY ELI & CO
+$49.0K
932
+3%
增持
NFLX
NETFLIX INC
+$47.0K
2,803
+4%
减持
PEP
PEPSICO INC
+$44.0K
3,578
-7%
减持
ABNB
AIRBNB INC
-$41.0K
4,299
-5%
增持
SCHW
SCHWAB CHARLES CORP
+$41.0K
3,690
+0%
增持
KO
COCA COLA CO
+$38.0K
5,620
+0%
增持
KR
KROGER CO
+$35.0K
7,084
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$32.0K
356
-1%
减持
CLX
CLOROX CO DEL
-$31.0K
2,922
-10%
增持
DOCU
DOCUSIGN INC
-$26.0K
6,014
+64%
增持
DOW
DOW INC
+$24.0K
5,996
+9%
增持
CINF
CINCINNATI FINL CORP
+$24.0K
28,952
+1%
减持
USB
US BANCORP DEL
-$24.0K
3,956
-4%
减持
GOOG
ALPHABET INC
-$24.0K
1,504
-8%
减持
BA
BOEING CO
-$24.0K
1,042
-2%
减持
CNXC
CONCENTRIX CORP
-$19.0K
1,342
-8%
增持
DIS
DISNEY WALT CO
-$18.0K
1,648
+2%
减持
VTI
VANGUARD INDEX FDS
+$17.0K
1,071
-2%
减持
—
EXXON MOBIL CORP
-$15.0K
3,435
-10%
增持
TFC
TRUIST FINL CORP
+$15.0K
60,753
+1%
增持
MO
ALTRIA GROUP INC
+$14.0K
6,741
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$12.0K
3,240
+18%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$8.0K
70,261
+2%
增持
PM
PHILIP MORRIS INTL INC
+$7.0K
5,979
+1%
增持
—
ASTRAZENECA PLC
+$6.0K
3,557
+6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$5.0K
1,100
+1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$2.0K
76,240
+1%
减持
XHR
XENIA HOTELS & RESORTS INC
-$2.0K
10,908
-3%
