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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 98
减持 33
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VXUS
VANGUARD STAR FDS
+$10.3M
203,903
+3583%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.9M
557,085
+167%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.9M
325,833
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。
+94%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.8M
338,232
+3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.8M
338,780
+93%
增持
CGCP
CAPITAL GROUP FIXED INCOME E
+$3.5M
958,525
+17%
增持
PG
PROCTER AND GAMBLE CO
+$3.4M
121,569
+2%
增持
VOO
VANGUARD INDEX FDS
+$2.8M
70,111
+6%
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$2.3M
0
-100%
建仓
CGSD
CAPITAL GROUP FIXED INCOME E
+$1.8M
73,020
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
47,189
+1%
增持
DIVO
AMPLIFY ETF TR
+$1.5M
149,842
+22%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
194,831
-12%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.2M
87,665
+29%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
51,963
+3%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
+$1.0M
8,228
+2%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$990.9K
237,405
+11%
增持
NVO
NOVO-NORDISK A S
+$983.0K
27,228
+0%
增持
AGG
ISHARES TR
+$955.4K
77,435
+14%
清仓
MPC
MARATHON PETE CORP
-$946.0K
0
-100%
建仓
ACWI
ISHARES TR
+$939.9K
11,073
增持
TDVG
T ROWE PRICE ETF INC
+$935.0K
228,577
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$909.4K
304,017
+6%
增持
AMZN
AMAZON COM INC
-$824.0K
34,679
+5%
增持
V
VISA INC
+$793.7K
24,426
+1%
增持
HON
HONEYWELL INTL INC
+$775.7K
15,206
+2%
建仓
AMGN
AMGEN INC
+$768.3K
2,925
增持
HD
HOME DEPOT INC
+$756.9K
16,833
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$735.7K
166,667
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$708.2K
108,025
+9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$686.5K
31,545
+3%
增持
PFE
PFIZER INC
+$653.2K
71,432
+4%
增持
AAPL
APPLE INC
-$636.5K
79,039
+0%
清仓
PINS
PINTEREST INC
-$634.0K
0
-100%
增持
ABT
ABBOTT LABS
+$618.6K
37,103
+4%
减持
CSCO
CISCO SYS INC
-$606.1K
6,421
-72%
增持
MSFT
MICROSOFT CORP
+$603.1K
31,757
+5%
增持
MDLZ
MONDELEZ INTL INC
+$590.5K
45,289
+2%
增持
YUM
YUM BRANDS INC
+$578.9K
23,976
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$576.6K
122,839
+2%
增持
ITT
ITT INC
+$561.8K
35,016
+0%
建仓
SLB
SCHLUMBERGER LTD
+$555.9K
10,398
建仓
NUE
NUCOR CORP
+$508.6K
3,859
增持
SCHG
SCHWAB STRATEGIC TR
+$499.7K
167,777
+6%
增持
DVN
DEVON ENERGY CORP NEW
+$486.0K
19,184
+66%
增持
NSC
NORFOLK SOUTHN CORP
+$475.0K
11,310
+3%
增持
CINF
CINCINNATI FINL CORP
+$467.0K
29,778
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$463.8K
2,512
+80%
增持
SCHB
SCHWAB STRATEGIC TR
+$460.6K
78,923
+8%
减持
CMCSA
COMCAST CORP NEW
+$450.5K
82,085
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$448.2K
110,335
+9%
增持
EL
LAUDER ESTEE COS INC
+$439.4K
10,832
+4%
减持
COP
CONOCOPHILLIPS
+$408.2K
29,146
-2%
增持
CVX
CHEVRON CORP NEW
+$403.5K
11,073
+0%
减持
CCI
CROWN CASTLE INC
-$383.8K
21,286
-6%
增持
EQIX
EQUINIX INC
+$382.0K
4,081
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$375.8K
10,400
+2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$346.1K
19,840
+1%
减持
QCOM
QUALCOMM INC
-$327.7K
2,541
-53%
减持
MRK
MERCK & CO INC
+$323.3K
13,396
-1%
增持
IJR
ISHARES TR
+$318.4K
24,380
+7%
增持
GIS
GENERAL MLS INC
+$318.0K
14,276
+24%
增持
SCHM
SCHWAB STRATEGIC TR
+$309.5K
36,893
+6%
增持
DE
DEERE & CO
+$300.3K
2,011
+19%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$299.7K
164,262
+9%
增持
MCD
MCDONALDS CORP
+$295.8K
6,139
+7%
减持
CME
CME GROUP INC
-$295.0K
16,817
-5%
增持
LLY
LILLY ELI & CO
+$290.5K
2,800
+23%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$283.5K
644
-18%
增持
NEE
NEXTERA ENERGY INC
+$282.0K
31,698
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$277.3K
53,886
+9%
建仓
ISRG
INTUITIVE SURGICAL INC
+$268.5K
1,012
清仓
—
HORIZON THERAPEUTICS PUB L
-$268.0K
0
-100%
减持
FSK
FS KKR CAP CORP
-$263.2K
22,560
-42%
建仓
BDEC
INNOVATOR ETFS TR
+$263.1K
8,245
增持
SCHE
SCHWAB STRATEGIC TR
+$262.1K
90,624
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$251.0K
140,121
+9%
清仓
VTI
VANGUARD INDEX FDS
-$244.0K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$239.0K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$232.8K
140,677
+8%
增持
FFBC
FIRST FINL BANCORP OH
+$230.5K
72,494
+0%
建仓
—
CHUBB LIMITED
+$230.1K
1,043
增持
META
META PLATFORMS INC
+$225.1K
11,934
+34%
建仓
SBUX
STARBUCKS CORP
+$215.1K
2,169
增持
EA
ELECTRONIC ARTS INC
+$214.9K
22,073
+3%
建仓
WMT
WALMART INC
+$209.6K
1,478
增持
MINT
PIMCO ETF TR
+$207.1K
37,862
+6%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$206.7K
95,983
+10%
建仓
—
LINDE PLC
+$206.5K
633
减持
LMT
LOCKHEED MARTIN CORP
+$204.4K
2,118
-1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$198.7K
99,276
+10%
减持
—
ASML HOLDING N V
+$197.8K
1,720
-4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$193.4K
273,341
+1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$183.8K
2,179
+31%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$178.8K
2,323
+6%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$158.3K
11,165
-2%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$155.3K
21,449
+1%
减持
SPGI
S&P GLOBAL INC
-$149.5K
5,414
-16%
增持
ELV
ELEVANCE HEALTH INC
+$147.8K
2,391
+1%
增持
JNJ
JOHNSON & JOHNSON
+$146.6K
8,971
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$146.3K
10,515
+13%
减持
TCHP
T ROWE PRICE ETF INC
-$141.6K
317,186
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$135.9K
12,263
+1%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$133.8K
28,406
增持
PM
PHILIP MORRIS INTL INC
+$128.9K
5,611
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$116.1K
39,168
+3%
增持
GOOG
ALPHABET INC
-$108.7K
43,168
+5%
增持
AFL
AFLAC INC
+$106.4K
6,580
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$106.1K
10,096
+17%
减持
ABNB
AIRBNB INC
-$103.3K
4,909
-1%
减持
SHOP
SHOPIFY INC
+$99.7K
16,615
-6%
增持
—
EXXON MOBIL CORP
+$96.0K
3,790
+3%
增持
ABBV
ABBVIE INC
+$91.5K
3,147
+1%
减持
GS
GOLDMAN SACHS GROUP INC
+$84.9K
4,150
-9%
减持
EQT
EQT CORP
-$84.5K
10,980
-2%
增持
TSLA
TESLA INC
-$78.7K
5,750
+94%
减持
COST
COSTCO WHSL CORP NEW
-$78.7K
1,197
-10%
增持
PEP
PEPSICO INC
+$76.2K
3,942
+1%
增持
—
WOLFSPEED INC
+$73.4K
6,712
+78%
增持
CNC
CENTENE CORP DEL
+$71.9K
5,852
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.6K
1,216
+4%
增持
DOW
DOW INC
+$60.6K
8,586
+1%
增持
KR
KROGER CO
+$60.4K
9,655
+14%
增持
CSX
CSX CORP
+$59.2K
12,046
+2%
增持
MO
ALTRIA GROUP INC
+$58.4K
6,243
+11%
增持
TW
TRADEWEB MKTS INC
+$55.8K
3,940
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$53.4K
14,909
+6%
增持
NET
CLOUDFLARE INC
-$50.6K
5,383
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$46.5K
1,563
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$46.2K
3,786
+1%
减持
—
ASTRAZENECA PLC
+$45.9K
3,952
-2%
减持
J
JACOBS SOLUTIONS INC
+$43.9K
3,822
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$42.9K
3,236
+0%
增持
BILL
BILL COM HLDGS INC
-$42.0K
1,918
+1%
增持
QQQ
INVESCO QQQ TR
+$40.6K
1,542
+11%
减持
KO
COCA COLA CO
+$40.3K
5,570
-1%
减持
KLAC
KLA CORP
-$34.1K
1,920
-23%
增持
GOOGL
ALPHABET INC
-$31.3K
6,310
+3%
减持
BAC
BANK AMERICA CORP
+$30.9K
52,411
-7%
增持
LOW
LOWES COS INC
+$30.2K
2,480
+0%
减持
DG
DOLLAR GEN CORP NEW
-$30.1K
3,561
-6%
减持
EOG
EOG RES INC
+$30.0K
3,351
-7%
增持
EW
EDWARDS LIFESCIENCES CORP
+$29.5K
6,547
+18%
减持
CLX
CLOROX CO DEL
+$28.9K
2,935
-2%
减持
AXON
AXON ENTERPRISE INC
+$28.2K
1,797
-23%
增持
SHY
ISHARES TR
+$26.8K
9,151
+4%
减持
CVS
CVS HEALTH CORP
-$25.5K
4,920
-3%
减持
SHW
SHERWIN WILLIAMS CO
+$25.1K
3,119
-11%
减持
VB
VANGUARD INDEX FDS
-$22.7K
4,153
-10%
