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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 11
增持 96
减持 24
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
CGCP
CAPITAL GROUP CORE PLUS INCO
+$13.3M
573,650
增持
SCHZ
SCHWAB STRATEGIC TR
+$12.9M
387,333
+245%
减持
AGG
ISHARES TR
-$12.8M
2,913
-98%
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
TDVG
T ROWE PRICE ETF INC
+$5.3M
206,630
+724%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.9M
37,083
增持
VOO
VANGUARD INDEX FDS
-$2.7M
64,112
+7%
增持
TCHP
T ROWE PRICE ETF INC
+$2.6M
293,861
+122%
减持
MRK
MERCK & CO INC
-$2.2M
12,093
-70%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.1M
46,686
+288%
减持
COP
CONOCOPHILLIPS
-$1.9M
28,987
-35%
增持
SPGI
S&P GLOBAL INC
+$1.9M
7,728
+324%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.7M
147,934
+8%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
331,607
+3%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
112,890
+18%
增持
AAPL
APPLE INC
-$1.6M
88,825
+13%
增持
DIVO
AMPLIFY ETF TR
+$1.6M
75,175
+201%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.3M
0
-100%
清仓
NFLX
NETFLIX INC
-$1.2M
0
-100%
增持
AVGO
BROADCOM INC
-$1.1M
8,547
+2%
清仓
CEG
CONSTELLATION ENERGY CORP
-$1.0M
0
-100%
增持
MSFT
MICROSOFT CORP
-$976.0K
29,142
+6%
减持
CSX
CSX CORP
-$930.0K
11,786
-65%
增持
SCHA
SCHWAB STRATEGIC TR
-$886.0K
149,541
+5%
增持
HD
HOME DEPOT INC
+$849.0K
16,102
+35%
清仓
PYPL
PAYPAL HLDGS INC
-$801.0K
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC
-$739.0K
20,363
+3%
清仓
NKE
NIKE INC
-$731.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$717.0K
33,640
+2456%
建仓
AXP
AMERICAN EXPRESS CO
+$711.0K
5,126
建仓
VTEB
VANGUARD MUN BD FDS
+$664.0K
13,293
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$657.0K
1,586
+358%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$608.0K
50,263
+4%
建仓
GIS
GENERAL MLS INC
+$568.0K
7,526
清仓
UPST
UPSTART HLDGS INC
-$555.0K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$545.0K
67,907
+2%
增持
JNJ
JOHNSON & JOHNSON
+$521.0K
8,894
+49%
增持
SHOP
SHOPIFY INC
-$497.0K
16,010
+985%
减持
DE
DEERE & CO
-$497.0K
1,670
-30%
减持
CINF
CINCINNATI FINL CORP
-$491.0K
28,702
-0%
建仓
NEM
NEWMONT CORP
+$481.0K
8,064
增持
BAC
BK OF AMERICA CORP
-$476.0K
58,978
+5%
增持
NSC
NORFOLK SOUTHN CORP
-$474.0K
10,473
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$471.0K
1,589
+231%
增持
CARR
CARRIER GLOBAL CORPORATION
-$467.0K
63,084
+7%
建仓
—
JACOBS ENGR GROUP INC
+$463.0K
3,641
增持
TFC
TRUIST FINL CORP
-$427.0K
65,458
+5%
减持
KO
COCA COLA CO
-$422.0K
6,268
-52%
建仓
PINS
PINTEREST INC
+$409.0K
22,548
增持
META
META PLATFORMS INC
-$385.0K
9,362
+10%
清仓
—
DRAFTKINGS INC
-$383.0K
0
-100%
减持
ABNB
AIRBNB INC
-$365.0K
4,368
-0%
增持
V
VISA INC
-$349.0K
27,116
+6%
增持
SCHF
SCHWAB STRATEGIC TR
-$349.0K
110,992
+6%
增持
—
ASML HOLDING N V
-$310.0K
1,715
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$304.0K
5,687
+66%
减持
DOCU
DOCUSIGN INC
-$303.0K
5,921
-1%
清仓
IVT
INVENTRUST PPTYS CORP
-$273.0K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
-$273.0K
96,339
+4%
建仓
PAPR
INNOVATOR ETFS TR
+$270.0K
9,985
增持
TSLA
TESLA INC
-$263.0K
1,078
+17%
增持
FFBC
FIRST FINL BANCORP OH
-$260.0K
71,577
+0%
减持
AFL
AFLAC INC
-$253.0K
8,617
-24%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$249.0K
3,854
-3%
清仓
MELI
MERCADOLIBRE INC
-$238.0K
0
-100%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$232.0K
22,503
+3%
清仓
DIS
DISNEY WALT CO
-$230.0K
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$229.0K
773
-1%
建仓
DKNG
DRAFTKINGS INC NEW
+$229.0K
19,583
清仓
CNXC
CONCENTRIX CORP
-$224.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$220.0K
0
-100%
减持
MPC
MARATHON PETE CORP
-$220.0K
9,451
-19%
增持
MINT
PIMCO ETF TR
+$219.0K
51,282
+6%
清仓
—
LINDE PLC
-$217.0K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
-$213.0K
33,032
+10%
清仓
NVDA
NVIDIA CORPORATION
-$211.0K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$210.0K
1,045
增持
MRSH
MARSH & MCLENNAN COS INC
-$210.0K
21,383
+3%
清仓
BA
BOEING CO
-$209.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$207.0K
0
-100%
清仓
USB
US BANCORP DEL
-$206.0K
0
-100%
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$204.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$204.0K
9,051
-0%
清仓
XHR
XENIA HOTELS & RESORTS INC
-$203.0K
0
-100%
减持
FSK
FS KKR CAP CORP
-$199.0K
40,947
-6%
增持
EQIX
EQUINIX INC
-$191.0K
3,878
+5%
增持
HON
HONEYWELL INTL INC
-$183.0K
14,510
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$182.0K
4,544
+28%
增持
GOOG
ALPHABET INC
+$178.0K
2,038
+33%
减持
VB
VANGUARD INDEX FDS
-$176.0K
4,535
-1%
增持
—
SEAGEN INC
+$170.0K
4,990
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$168.0K
2,369
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$166.0K
203,391
+2%
增持
PFE
PFIZER INC
+$159.0K
77,682
+3%
减持
KLAC
KLA CORP
-$156.0K
2,647
-3%
增持
ABT
ABBOTT LABS
-$154.0K
27,264
+4%
增持
—
REDFIN CORP
-$151.0K
16,617
+4%
增持
MCD
MCDONALDS CORP
+$141.0K
6,156
+10%
增持
EW
EDWARDS LIFESCIENCES CORP
-$135.0K
6,061
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$115.0K
120,095
+6%
增持
IJR
ISHARES TR
-$114.0K
21,211
+10%
减持
LMND
LEMONADE INC
-$112.0K
12,814
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$111.0K
119,022
+5%
增持
FIS
FIDELITY NATL INFORMATION SV
-$109.0K
28,143
+5%
增持
DG
DOLLAR GEN CORP NEW
+$109.0K
4,509
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$108.0K
131,090
+6%
减持
INTC
INTEL CORP
-$103.0K
8,098
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$103.0K
3,496
-2%
增持
GOOGL
ALPHABET INC
+$94.0K
301
+49%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$89.0K
1,180
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$88.0K
10,550
-2%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$80.0K
11,896
-1%
增持
SCHW
SCHWAB CHARLES CORP
-$76.0K
3,753
+1%
增持
KR
KROGER CO
-$71.0K
7,041
+0%
增持
CVX
CHEVRON CORP NEW
-$68.0K
10,945
+8%
增持
LOW
LOWES COS INC
-$67.0K
2,476
+0%
增持
MDLZ
MONDELEZ INTL INC
+$65.0K
45,372
+4%
增持
MO
ALTRIA GROUP INC
-$58.0K
5,609
+0%
增持
QQQ
INVESCO QQQ TR
-$56.0K
1,454
+14%
增持
CMCSA
COMCAST CORP NEW
+$56.0K
88,938
+21%
增持
NEE
NEXTERA ENERGY INC
-$55.0K
25,885
+6%
增持
SCHE
SCHWAB STRATEGIC TR
+$49.0K
72,319
+12%
增持
QCOM
QUALCOMM INC
+$48.0K
2,612
+40%
增持
EL
LAUDER ESTEE COS INC
-$46.0K
10,071
+5%
增持
PM
PHILIP MORRIS INTL INC
+$44.0K
5,309
+4%
增持
PEP
PEPSICO INC
+$44.0K
3,887
+8%
增持
VTI
VANGUARD INDEX FDS
-$41.0K
1,078
+1%
增持
ITT
ITT INC
-$40.0K
32,646
+10%
增持
LLY
LILLY ELI & CO
+$37.0K
924
+1%
增持
NVO
NOVO-NORDISK A S
+$37.0K
32,446
+1%
增持
ABBV
ABBVIE INC
+$37.0K
3,052
+15%
增持
JPM
JPMORGAN CHASE & CO
+$37.0K
43,929
+22%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$33.0K
3,489
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$29.0K
77,463
+4%
增持
TW
TRADEWEB MKTS INC
-$26.0K
3,253
+15%
减持
ENB
ENBRIDGE INC
-$25.0K
4,884
-3%
增持
CVS
CVS HEALTH CORP
+$24.0K
5,167
+15%
增持
CSCO
CISCO SYS INC
-$20.0K
22,320
+28%
增持
ELV
ELEVANCE HEALTH INC
-$18.0K
2,254
+0%
增持
CME
CME GROUP INC
-$17.0K
20,362
+16%
增持
—
CHUBB LIMITED
-$16.0K
1,100
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.0K
14,149
+3%
增持
EA
ELECTRONIC ARTS INC
+$13.0K
21,583
+5%
增持
DOW
DOW INC
+$11.0K
12,812
+26%
减持
—
EXXON MOBIL CORP
-$8.0K
3,649
-6%
增持
DUK
DUKE ENERGY CORP NEW
-$8.0K
12,003
+4%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$7.0K
1,135
+0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$6.0K
83,304
+4%
增持
SPY
SPDR S&P 500 ETF TR
-$4.0K
1,402
+19%
增持
YUM
YUM BRANDS INC
+$3.0K
23,824
+5%
增持
—
ASTRAZENECA PLC
+$2.0K
4,089
+1%
