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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 93
减持 29
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
MRK
MERCK & CO INC
+$3.3M
40,205
清仓
EXC
EXELON CORP
-$3.2M
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$2.8M
0
-100%
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。
清仓
APD
AIR PRODS & CHEMS INC
-$2.8M
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$2.7M
1,093
-87%
建仓
ITT
ITT INC
+$2.2M
29,722
建仓
NEE
NEXTERA ENERGY INC
+$2.1M
24,315
增持
HON
HONEYWELL INTL INC
+$1.5M
13,899
+150%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.2M
784
减持
COP
CONOCOPHILLIPS
+$1.2M
44,737
-2%
减持
PG
PROCTER AND GAMBLE CO
-$1.2M
95,494
-1%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.0M
18,106
建仓
DE
DEERE & CO
+$997.0K
2,400
清仓
—
ACTIVISION BLIZZARD INC
-$947.0K
0
-100%
减持
AAPL
APPLE INC
-$877.0K
78,923
-4%
建仓
TDVG
T ROWE PRICE ETF INC
+$842.0K
25,076
减持
JPM
JPMORGAN CHASE & CO
-$817.0K
36,020
-0%
增持
EL
LAUDER ESTEE COS INC
-$812.0K
9,586
+4%
清仓
CAT
CATERPILLAR INC
-$791.0K
0
-100%
增持
HD
HOME DEPOT INC
+$787.0K
11,918
+78%
清仓
WMT
WALMART INC
-$765.0K
0
-100%
增持
—
ASML HOLDING N V
+$763.0K
1,686
+270%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$756.0K
12,023
建仓
UPS
UNITED PARCEL SERVICE INC
+$734.0K
3,422
建仓
AFL
AFLAC INC
+$730.0K
11,343
清仓
ACWI
ISHARES TR
-$681.0K
0
-100%
减持
NKE
NIKE INC
-$674.0K
5,431
-36%
增持
MSFT
MICROSOFT CORP
+$673.0K
27,443
+19%
减持
CINF
CINCINNATI FINL CORP
+$608.0K
28,728
-1%
清仓
—
AZEK CO INC
-$559.0K
0
-100%
增持
PFE
PFIZER INC
-$530.0K
75,610
+0%
清仓
NEM
NEWMONT CORP
-$522.0K
0
-100%
增持
META
META PLATFORMS INC
-$502.0K
8,523
+20%
增持
ABT
ABBOTT LABS
-$493.0K
26,327
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$486.0K
10,017
+64%
增持
KO
COCA COLA CO
+$483.0K
13,166
+134%
增持
NFLX
NETFLIX INC
-$469.0K
3,257
+16%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$446.0K
199,369
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$439.0K
322,819
+4%
增持
YUM
YUM BRANDS INC
-$386.0K
22,784
+2%
清仓
—
OAK STR HEALTH INC
-$382.0K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION
-$359.0K
59,225
+4%
增持
SHW
SHERWIN WILLIAMS CO
-$354.0K
3,551
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$350.0K
137,592
+112%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$347.0K
21,784
+4%
增持
TCHP
T ROWE PRICE ETF INC
+$335.0K
132,226
+24%
增持
DOW
DOW INC
+$310.0K
10,202
+70%
增持
V
VISA INC
+$304.0K
25,649
+3%
增持
SHOP
SHOPIFY INC
-$303.0K
1,475
+56%
增持
CME
CME GROUP INC
+$286.0K
17,593
+3%
增持
SCHB
SCHWAB STRATEGIC TR
-$282.0K
66,423
+96%
减持
DOCU
DOCUSIGN INC
-$273.0K
6,003
-0%
增持
MPC
MARATHON PETE CORP
+$271.0K
11,656
+3%
增持
EQIX
EQUINIX INC
-$256.0K
3,693
+4%
建仓
TW
TRADEWEB MKTS INC
+$248.0K
2,824
增持
CRWD
CROWDSTRIKE HLDGS INC
+$236.0K
3,957
+22%
建仓
—
CHUBB LIMITED
+$232.0K
1,086
建仓
ENB
ENBRIDGE INC
+$231.0K
5,010
建仓
COST
COSTCO WHSL CORP NEW
+$220.0K
382
建仓
—
LINDE PLC
+$217.0K
679
增持
AGG
ISHARES TR
-$213.0K
122,022
+5%
建仓
NVDA
NVIDIA CORPORATION
+$211.0K
773
建仓
GLD
SPDR GOLD TR
+$207.0K
1,148
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$204.0K
1,402
减持
KLAC
KLA CORP
-$193.0K
2,733
-2%
增持
VOO
VANGUARD INDEX FDS
-$192.0K
59,985
+4%
增持
UPST
UPSTART HLDGS INC
-$171.0K
5,089
+6%
增持
CMCSA
COMCAST CORP NEW
-$169.0K
73,343
+2%
增持
BAC
BK OF AMERICA CORP
-$165.0K
56,084
+1%
增持
AVGO
BROADCOM INC
-$158.0K
8,354
+3%
增持
MINT
PIMCO ETF TR
+$154.0K
48,567
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$141.0K
2,272
+10%
增持
LOW
LOWES COS INC
-$136.0K
2,471
+0%
减持
CVX
CHEVRON CORP NEW
+$133.0K
10,153
-22%
增持
SCHZ
SCHWAB STRATEGIC TR
-$123.0K
112,428
+4%
增持
PYPL
PAYPAL HLDGS INC
-$122.0K
6,923
+41%
减持
SPGI
S&P GLOBAL INC
-$117.0K
1,824
-0%
增持
DIVO
AMPLIFY ETF TR
+$113.0K
24,957
+16%
减持
DG
DOLLAR GEN CORP NEW
-$113.0K
4,482
-5%
增持
DUK
DUKE ENERGY CORP NEW
+$111.0K
11,595
+3%
增持
—
EXXON MOBIL CORP
+$110.0K
3,879
+13%
增持
CSCO
CISCO SYS INC
+$110.0K
17,429
+28%
增持
FIS
FIDELITY NATL INFORMATION SV
-$109.0K
26,774
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$109.0K
9,057
+3%
增持
CLX
CLOROX CO DEL
-$103.0K
2,923
+0%
增持
—
REDFIN CORP
-$100.0K
15,942
+58%
减持
FFBC
FIRST FINL BANCORP OH
-$98.0K
71,558
-0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$97.0K
113,385
+5%
增持
MDLZ
MONDELEZ INTL INC
-$95.0K
43,835
+2%
增持
SCHF
SCHWAB STRATEGIC TR
-$93.0K
104,576
+3%
增持
SCHA
SCHWAB STRATEGIC TR
-$90.0K
141,822
+113%
减持
PM
PHILIP MORRIS INTL INC
-$88.0K
5,104
-15%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$87.0K
113,783
+6%
减持
KR
KROGER CO
+$83.0K
7,039
-1%
增持
GS
GOLDMAN SACHS GROUP INC
-$82.0K
3,537
+8%
增持
—
SEAGEN INC
+$78.0K
4,950
+21%
减持
UNH
UNITEDHEALTH GROUP INC
+$75.0K
10,798
-0%
增持
ABBV
ABBVIE INC
+$75.0K
2,660
+1%
增持
ELV
ANTHEM INC
+$73.0K
2,251
+1%
减持
VB
VANGUARD INDEX FDS
-$73.0K
4,590
-1%
增持
MCD
MCDONALDS CORP
-$73.0K
5,578
+3%
增持
GOOG
ALPHABET INC
-$73.0K
1,532
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$70.0K
1,166
+2%
增持
INTC
INTEL CORP
+$67.0K
8,190
+24%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$62.0K
3,366
+0%
增持
—
ASTRAZENECA PLC
+$61.0K
4,046
+14%
增持
QQQ
INVESCO QQQ TR
+$60.0K
1,277
+26%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$60.0K
48,221
+5%
增持
TSLA
TESLA INC
+$58.0K
918
+4%
增持
EW
EDWARDS LIFESCIENCES CORP
-$55.0K
6,036
+2%
增持
CSX
CSX CORP
+$50.0K
34,004
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$48.0K
123,899
+6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$46.0K
1,131
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$39.0K
93,050
+4%
增持
ABNB
AIRBNB INC
+$38.0K
4,388
+2%
增持
LMND
LEMONADE INC
+$36.0K
13,124
+79%
减持
VZ
VERIZON COMMUNICATIONS INC
-$34.0K
13,796
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$33.0K
346
-3%
减持
JNJ
JOHNSON & JOHNSON
+$33.0K
5,967
-0%
增持
IJR
ISHARES TR
-$32.0K
19,227
+5%
减持
FSK
FS KKR CAP CORP
+$32.0K
43,542
-5%
减持
UNP
UNION PAC CORP
+$31.0K
1,573
-1%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$30.0K
12,019
+5%
增持
NSC
NORFOLK SOUTHN CORP
-$29.0K
10,006
+3%
增持
QCOM
QUALCOMM INC
-$29.0K
1,870
+8%
增持
MRSH
MARSH & MCLENNAN COS INC
-$28.0K
20,716
+1%
减持
MO
ALTRIA GROUP INC
-$27.0K
5,598
-17%
增持
GOOGL
ALPHABET INC
+$26.0K
202
+9%
增持
TFC
TRUIST FINL CORP
-$25.0K
62,293
+3%
减持
CVS
CVS HEALTH CORP
-$25.0K
4,492
-3%
增持
DIS
DISNEY WALT CO
-$25.0K
1,673
+2%
增持
EA
ELECTRONIC ARTS INC
-$24.0K
20,653
+3%
增持
SCHM
SCHWAB STRATEGIC TR
-$22.0K
30,126
+5%
增持
MELI
MERCADOLIBRE INC
-$22.0K
200
+4%
增持
PEP
PEPSICO INC
-$18.0K
3,609
+1%
减持
USB
US BANCORP DEL
-$16.0K
3,872
-2%
增持
VTI
VANGUARD INDEX FDS
-$15.0K
1,072
+0%
增持
NVO
NOVO-NORDISK A S
-$15.0K
32,220
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$15.0K
74,305
+6%
增持
HLT
HILTON WORLDWIDE HLDGS INC
-$14.0K
19,821
+2%
增持
—
DRAFTKINGS INC
+$14.0K
19,647
+46%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$14.0K
80,055
+5%
减持
IVT
INVENTRUST PPTYS CORP
+$11.0K
8,864
-8%
增持
SCHE
SCHWAB STRATEGIC TR
-$9.0K
64,323
+6%
增持
AMZN
AMAZON COM INC
+$9.0K
1,316
+2%
减持
LMT
LOCKHEED MARTIN CORP
+$7.0K
480
-17%
减持
LLY
LILLY ELI & CO
+$5.0K
919
-1%
减持
XHR
XENIA HOTELS & RESORTS INC
+$5.0K
10,509
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$3.0K
3,717
+1%
增持
BA
BOEING CO
-$1.0K
1,094
+5%
