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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 11
增持 74
减持 50
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB STRATEGIC TR
-$6.9M
255,260
-25%
建仓
SCHY
SCHWAB STRATEGIC TR
+$5.8M
246,704
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.2M
276,841
+42%
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
MINT
PIMCO ETF TR
-$3.7M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
74,397
+6%
增持
AAPL
APPLE INC
+$3.3M
82,201
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.1M
191,361
+14%
建仓
—
LINDE PLC
+$3.1M
8,788
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.0M
432,681
+28%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$2.8M
45,505
清仓
ITT
ITT INC
-$2.8M
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$2.8M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.6M
630,105
+13%
增持
VXUS
VANGUARD STAR FDS
+$2.6M
237,401
+16%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.3M
404,255
+24%
减持
MSFT
MICROSOFT CORP
+$1.5M
31,744
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
5,973
+138%
建仓
BIL
SPDR SER TR
+$1.2M
13,284
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
43,536
-16%
清仓
DVN
DEVON ENERGY CORP NEW
-$1.2M
0
-100%
增持
CGCP
CAPITAL GROUP FIXED INCOME E
+$1.2M
988,435
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
320,147
+5%
增持
AGG
ISHARES TR
+$1.1M
86,770
+12%
增持
IJR
ISHARES TR
+$1.0M
34,719
+42%
减持
TCHP
T ROWE PRICE ETF INC
-$976.9K
232,005
-27%
清仓
ACWI
ISHARES TR
-$939.9K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$861.1K
4,439
建仓
MPC
MARATHON PETE CORP
+$849.7K
6,302
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$776.4K
249,967
+5%
清仓
AMGN
AMGEN INC
-$768.3K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$762.3K
0
-100%
清仓
SHY
ISHARES TR
-$742.8K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$695.8K
115,413
+7%
建仓
CGMS
CAPITAL GROUP FIXED INCOME E
+$690.0K
26,211
增持
SCHP
SCHWAB STRATEGIC TR
+$673.9K
119,160
+8%
减持
PG
PROCTER AND GAMBLE CO
-$666.7K
119,431
-2%
减持
AMZN
AMAZON COM INC
+$663.1K
34,622
-0%
减持
AVGO
BROADCOM INC
+$644.9K
8,176
-1%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$644.7K
271,377
-1%
增持
CME
CME GROUP INC
+$644.3K
18,130
+8%
增持
PFE
PFIZER INC
-$635.0K
74,146
+4%
减持
DIVO
AMPLIFY ETF TR
-$624.4K
133,885
-11%
减持
NVO
NOVO-NORDISK A S
+$621.5K
27,061
-1%
增持
CGSD
CAPITAL GROUP FIXED INCOME E
+$605.1K
96,213
+32%
增持
SCHM
SCHWAB STRATEGIC TR
+$590.3K
44,375
+20%
减持
MRK
MERCK & CO INC
-$583.5K
8,485
-37%
减持
GOOG
ALPHABET INC
+$580.6K
42,412
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$574.4K
10,452
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$572.2K
174,668
+5%
增持
SCHE
SCHWAB STRATEGIC TR
+$563.4K
110,457
+22%
清仓
—
SEAGEN INC
-$555.4K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$550.1K
0
-100%
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$531.3K
4,373
增持
COP
CONOCOPHILLIPS
-$529.1K
29,333
+1%
清仓
AFL
AFLAC INC
-$473.4K
0
-100%
增持
TDVG
T ROWE PRICE ETF INC
+$464.0K
239,064
+5%
减持
TSLA
TESLA INC
+$459.9K
5,631
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$436.2K
88,577
+1%
增持
NUE
NUCOR CORP
+$430.5K
6,080
+58%
减持
HD
HOME DEPOT INC
-$377.5K
16,737
-1%
增持
CMCSA
COMCAST CORP NEW
+$376.3K
85,644
+4%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$350.2K
21,726
+1%
增持
EQIX
EQUINIX INC
+$349.8K
4,192
+3%
减持
V
VISA INC
+$345.1K
24,039
-2%
减持
JPM
JPMORGAN CHASE & CO
-$310.4K
46,179
-2%
减持
META
META PLATFORMS INC
+$308.6K
8,232
-31%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$306.3K
178,233
+9%
增持
HON
HONEYWELL INTL INC
-$291.7K
15,524
+2%
建仓
MELI
MERCADOLIBRE INC
+$282.1K
214
清仓
PAPR
INNOVATOR ETFS TR
-$280.3K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$277.7K
152,846
+9%
减持
CVX
CHEVRON CORP NEW
-$260.8K
10,583
-4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$258.5K
56,868
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$258.5K
152,512
+8%
减持
CINF
CINCINNATI FINL CORP
+$255.1K
29,480
-1%
清仓
—
CHUBB LIMITED
-$230.1K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
+$225.2K
120,167
-2%
建仓
GE
GENERAL ELECTRIC CO
+$213.1K
2,230
清仓
BILL
BILL COM HLDGS INC
-$209.0K
0
-100%
增持
CCI
CROWN CASTLE INC
+$208.3K
23,129
+9%
建仓
NKE
NIKE INC
+$206.7K
1,686
清仓
—
LINDE PLC
-$206.5K
0
-100%
增持
ABT
ABBOTT LABS
-$203.6K
38,218
+3%
减持
SHOP
SHOPIFY INC
+$192.2K
16,038
-3%
减持
ABNB
AIRBNB INC
+$185.4K
4,864
-1%
增持
MDLZ
MONDELEZ INTL INC
+$184.9K
45,947
+1%
增持
CNC
CENTENE CORP DEL
+$178.3K
10,414
+78%
增持
VZ
VERIZON COMMUNICATIONS INC
+$177.1K
19,659
+32%
增持
FFBC
FIRST FINL BANCORP OH
-$176.0K
72,600
+0%
减持
—
ASML HOLDING N V
+$171.1K
1,632
-5%
增持
BAC
BANK AMERICA CORP
-$164.2K
54,955
+5%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$154.8K
101,521
+6%
增持
JNJ
JOHNSON & JOHNSON
-$148.3K
9,267
+3%
增持
SLB
SCHLUMBERGER LTD
+$146.9K
14,314
+38%
减持
CVS
CVS HEALTH CORP
-$145.7K
4,209
-14%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$145.3K
105,209
+6%
增持
EOG
EOG RES INC
+$140.8K
5,014
+50%
增持
EQT
EQT CORP
+$138.3K
15,974
+45%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$130.2K
9,820
-7%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$119.9K
57,144
+101%
增持
YUM
YUM BRANDS INC
+$119.4K
24,154
+1%
增持
ELV
ELEVANCE HEALTH INC
-$118.8K
2,409
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$117.1K
11,878
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$115.5K
71,495
-9%
增持
AXON
AXON ENTERPRISE INC
+$109.9K
1,815
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$96.5K
13,170
-15%
增持
SCHW
SCHWAB CHARLES CORP
-$89.2K
4,315
+14%
减持
NOC
NORTHROP GRUMMAN CORP
-$88.3K
962
-1%
减持
GOOGL
ALPHABET INC
+$85.5K
6,191
-2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$83.0K
2,244
-3%
增持
QCOM
QUALCOMM INC
+$82.1K
2,833
+11%
增持
DG
DOLLAR GEN CORP NEW
-$80.6K
3,783
+6%
减持
NET
CLOUDFLARE INC
+$80.2K
5,248
-3%
减持
DE
DEERE & CO
-$77.8K
1,900
-6%
增持
DOW
DOW INC
+$75.2K
9,264
+8%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$69.9K
2,236
+3%
减持
KR
KROGER CO
-$65.2K
7,398
-23%
增持
MRSH
MARSH & MCLENNAN COS INC
+$59.8K
20,071
+1%
增持
SPGI
S&P GLOBAL INC
+$57.4K
5,426
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$57.2K
6,596
+1%
增持
TW
TRADEWEB MKTS INC
+$56.3K
3,950
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$54.6K
39,871
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$54.1K
3,229
-0%
增持
CLX
CLOROX CO DEL
+$52.7K
2,936
+0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$52.2K
10,828
-3%
增持
EA
ELECTRONIC ARTS INC
+$49.8K
22,803
+3%
增持
LLY
LILLY ELI & CO
+$47.9K
3,123
+12%
增持
GS
GOLDMAN SACHS GROUP INC
-$47.8K
4,210
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$47.8K
3,080
-1%
增持
NEE
NEXTERA ENERGY INC
-$46.0K
33,782
+7%
减持
—
ASTRAZENECA PLC
-$44.2K
3,224
-18%
增持
CSCO
CISCO SYS INC
+$37.6K
6,572
+2%
增持
EL
LAUDER ESTEE COS INC
+$37.2K
11,055
+2%
减持
GIS
GENERAL MLS INC
-$35.8K
13,588
-5%
减持
—
WOLFSPEED INC
-$29.5K
6,680
-0%
减持
KLAC
KLA CORP
+$28.4K
1,885
-2%
减持
COST
COSTCO WHSL CORP NEW
+$26.9K
1,154
-4%
减持
QQQ
INVESCO QQQ TR
+$25.9K
1,360
-12%
减持
PM
PHILIP MORRIS INTL INC
-$24.9K
5,583
-0%
增持
SBUX
STARBUCKS CORP
+$24.8K
2,304
+6%
减持
FSK
FS KKR CAP CORP
-$24.0K
20,041
-11%
减持
ABBV
ABBVIE INC
-$23.6K
3,043
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$22.2K
1,532
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$19.1K
2,139
+1%
减持
MCD
MCDONALDS CORP
+$17.6K
5,849
-5%
减持
CSX
CSX CORP
-$13.1K
12,026
-0%
增持
—
EXXON MOBIL CORP
+$12.4K
3,925
+4%
减持
J
JACOBS SOLUTIONS INC
-$11.3K
3,809
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$10.9K
32,397
+3%
增持
WMT
WALMART INC
+$9.4K
1,485
+0%
