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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 25
增持 68
减持 41
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
BSV
VANGUARD BD INDEX FDS
+$7.4M
99,224
增持
AGG
ISHARES TR
+$6.3M
68,038
+2236%
减持
SCHZ
SCHWAB STRATEGIC TR
-$5.6M
286,224
-26%
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
CGGR
CAPITAL GROUP GROWTH ETF
+$5.3M
269,390
增持
CGCP
CAPITAL GROUP CORE PLUS INCO
+$4.5M
816,109
+42%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.3M
208,334
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$4.0M
213,762
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.4M
168,225
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.3M
175,866
清仓
TFC
TRUIST FINL CORP
-$3.1M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$2.6M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.5M
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.5M
30,503
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$2.3M
18,265
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
327,475
-1%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.7M
90,653
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.7M
87,592
减持
MINT
PIMCO ETF TR
-$1.6M
35,685
-30%
增持
DIVO
AMPLIFY ETF TR
+$1.4M
122,507
+63%
减持
AAPL
APPLE INC
-$1.2M
78,915
-11%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.2M
150,717
+81%
增持
PG
PROCTER AND GAMBLE CO
-$1.2M
119,304
+6%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
82,505
-7%
减持
PFE
PFIZER INC
-$1.1M
68,723
-12%
减持
V
VISA INC
-$1.1M
24,100
-11%
减持
CME
CME GROUP INC
-$1.0M
17,631
-13%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$988.0K
128,902
+66%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$978.0K
222,611
+9%
减持
NVO
NOVO-NORDISK A S
-$913.0K
27,124
-16%
增持
CINF
CINCINNATI FINL CORP
-$833.0K
28,823
+0%
建仓
SHY
ISHARES TR
+$716.0K
8,811
清仓
AXP
AMERICAN EXPRESS CO
-$711.0K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$694.0K
11,548
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$650.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$642.0K
6,427
-17%
建仓
COST
COSTCO WHSL CORP NEW
+$625.0K
1,324
减持
AVGO
BROADCOM INC
-$566.0K
8,076
-6%
增持
CCI
CROWN CASTLE INC
-$518.0K
22,628
+1%
增持
GOOG
ALPHABET INC
-$518.0K
40,968
+1910%
增持
ABT
ABBOTT LABS
+$493.0K
35,709
+31%
清仓
NEM
NEWMONT CORP
-$481.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$472.0K
30,114
+3%
清仓
—
JACOBS ENGR GROUP INC
-$463.0K
0
-100%
建仓
EQT
EQT CORP
+$456.0K
11,179
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$444.0K
8,664
增持
VOO
VANGUARD INDEX FDS
-$436.0K
66,412
+4%
增持
LLY
LILLY ELI & CO
+$434.0K
2,269
+146%
增持
COP
CONOCOPHILLIPS
+$428.0K
29,613
+2%
建仓
J
JACOBS SOLUTIONS INC
+$415.0K
3,826
建仓
CNC
CENTENE CORP DEL
+$408.0K
5,241
建仓
EOG
EOG RES INC
+$404.0K
3,612
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$395.0K
50,429
+0%
建仓
—
WOLFSPEED INC
+$390.0K
3,771
减持
MDLZ
MONDELEZ INTL INC
-$389.0K
44,281
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$383.0K
19,676
-8%
增持
NEE
NEXTERA ENERGY INC
+$363.0K
30,206
+17%
清仓
DOCU
DOCUSIGN INC
-$340.0K
0
-100%
减持
—
SEAGEN INC
-$339.0K
3,977
-20%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$334.0K
1,667
增持
EL
LAUDER ESTEE COS INC
-$317.0K
10,411
+3%
增持
GIS
GENERAL MLS INC
+$311.0K
11,478
+53%
清仓
INTC
INTEL CORP
-$303.0K
0
-100%
减持
META
META PLATFORMS INC
-$299.0K
8,923
-5%
建仓
NET
CLOUDFLARE INC
+$294.0K
5,324
减持
DOW
DOW INC
-$289.0K
8,476
-34%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$286.0K
21,184
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$281.0K
10,174
-4%
增持
QCOM
QUALCOMM INC
+$273.0K
5,369
+106%
建仓
AXON
AXON ENTERPRISE INC
+$270.0K
2,333
建仓
—
HORIZON THERAPEUTICS PUB L
+$268.0K
4,331
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$264.0K
2,190
-8%
增持
EQIX
EQUINIX INC
-$257.0K
4,028
+4%
建仓
VXUS
VANGUARD STAR FDS
+$253.0K
5,537
建仓
BILL
BILL COM HLDGS INC
+$251.0K
1,894
增持
SCHG
SCHWAB STRATEGIC TR
+$243.0K
158,068
+7%
清仓
LMND
LEMONADE INC
-$234.0K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW
-$229.0K
0
-100%
增持
TCHP
T ROWE PRICE ETF INC
+$226.0K
318,189
+8%
增持
PINS
PINTEREST INC
+$225.0K
27,221
+21%
清仓
—
CHUBB LIMITED
-$216.0K
0
-100%
减持
YUM
YUM BRANDS INC
-$212.0K
23,439
-2%
清仓
ISRG
INTUITIVE SURGICAL INC
-$210.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$206.0K
0
-100%
减持
DG
DOLLAR GEN CORP NEW
-$200.0K
3,782
-16%
减持
MCD
MCDONALDS CORP
-$198.0K
5,731
-7%
增持
SCHA
SCHWAB STRATEGIC TR
+$185.0K
159,144
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$184.0K
14,067
-1%
增持
MPC
MARATHON PETE CORP
+$169.0K
9,523
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$166.0K
783
+1%
减持
AMZN
AMAZON COM INC
+$164.0K
33,072
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$162.0K
67,826
+8%
增持
DUK
DUKE ENERGY CORP NEW
-$160.0K
12,111
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$153.0K
38,004
+2%
减持
EA
ELECTRONIC ARTS INC
-$144.0K
21,453
-1%
增持
HD
HOME DEPOT INC
+$144.0K
16,524
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$143.0K
2,137
+34%
减持
JNJ
JOHNSON & JOHNSON
-$141.0K
8,805
-1%
增持
FFBC
FIRST FINL BANCORP OH
+$137.0K
72,391
+1%
清仓
—
REDFIN CORP
-$137.0K
0
-100%
减持
FSK
FS KKR CAP CORP
-$137.0K
38,809
-5%
增持
ABNB
AIRBNB INC
+$134.0K
4,980
+14%
减持
BAC
BK OF AMERICA CORP
-$131.0K
56,459
-4%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$130.0K
11,336
-5%
减持
EW
EDWARDS LIFESCIENCES CORP
-$117.0K
5,553
-8%
增持
SCHF
SCHWAB STRATEGIC TR
-$111.0K
120,143
+8%
减持
AFL
AFLAC INC
-$110.0K
6,526
-24%
增持
SCHP
SCHWAB STRATEGIC TR
-$110.0K
101,664
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$106.0K
15,997
+20%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$103.0K
9,284
+3%
增持
TDVG
T ROWE PRICE ETF INC
+$87.0K
219,189
+6%
减持
KLAC
KLA CORP
-$87.0K
2,506
-5%
减持
PM
PHILIP MORRIS INTL INC
-$85.0K
5,292
-0%
增持
ITT
ITT INC
+$83.0K
34,869
+7%
减持
KO
COCA COLA CO
-$80.0K
5,598
-11%
增持
JPM
JPMORGAN CHASE & CO
-$80.0K
46,570
+6%
增持
SCHB
SCHWAB STRATEGIC TR
+$75.0K
73,248
+8%
增持
—
ASML HOLDING N V
-$74.0K
1,786
+4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$70.0K
129,906
-1%
减持
SHW
SHERWIN WILLIAMS CO
-$68.0K
3,491
-0%
增持
NSC
NORFOLK SOUTHN CORP
-$68.0K
11,027
+5%
减持
UNP
UNION PAC CORP
-$68.0K
1,376
-13%
增持
GOOGL
ALPHABET INC
-$68.0K
6,143
+1941%
增持
DE
DEERE & CO
+$62.0K
1,683
+1%
增持
TSLA
TESLA INC
+$61.0K
2,967
+175%
增持
MRK
MERCK & CO INC
+$60.0K
13,499
+12%
增持
ABBV
ABBVIE INC
-$51.0K
3,107
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$48.0K
1,605
+1%
增持
SCHE
SCHWAB STRATEGIC TR
+$48.0K
84,075
+16%
减持
—
ASTRAZENECA PLC
-$48.0K
4,048
-1%
增持
VTI
VANGUARD INDEX FDS
+$41.0K
1,358
+26%
增持
CSCO
CISCO SYS INC
-$40.0K
22,798
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$39.0K
34,873
+6%
增持
HON
HONEYWELL INTL INC
-$39.0K
14,873
+3%
减持
QQQ
INVESCO QQQ TR
-$37.0K
1,383
-5%
增持
KR
KROGER CO
+$37.0K
8,466
+20%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$35.0K
1,150
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$32.0K
1,392
-1%
减持
SCHW
SCHWAB CHARLES CORP
+$32.0K
3,740
-0%
减持
LOW
LOWES COS INC
+$31.0K
2,468
-0%
增持
CLX
CLOROX CO DEL
-$29.0K
2,986
+2%
增持
IJR
ISHARES TR
+$29.0K
22,810
+8%
增持
CSX
CSX CORP
-$29.0K
11,801
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$27.0K
6,593
+16%
增持
NOC
NORTHROP GRUMMAN CORP
+$24.0K
1,095
+7%
增持
SHOP
SHOPIFY INC
-$23.0K
17,722
+11%
增持
TW
TRADEWEB MKTS INC
-$22.0K
3,550
+9%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$19.0K
49,289
+6%
增持
VB
VANGUARD INDEX FDS
-$14.0K
4,591
+1%
增持
PEP
PEPSICO INC
-$12.0K
3,896
+0%
