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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 66
减持 69
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$10.7M
1,490,746
+51%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$7.8M
676,199
+67%
增持
SCHY
SCHWAB STRATEGIC TR
+$3.9M
405,890
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。
+65%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$3.9M
175,369
+569%
增持
IJR
ISHARES TR
+$3.6M
69,453
+100%
减持
CCI
CROWN CASTLE INC
-$2.9M
2,048
-91%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.9M
204,439
+7%
清仓
EA
ELECTRONIC ARTS INC
-$2.7M
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD
+$2.7M
47,545
增持
—
ASTRAZENECA PLC
+$2.6M
39,207
+1116%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.5M
4,251
-89%
增持
CVX
CHEVRON CORP NEW
+$2.5M
26,781
+153%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$2.1M
183,230
+90%
减持
VOO
VANGUARD INDEX FDS
+$2.1M
73,778
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.9M
652,528
+4%
减持
AAPL
APPLE INC
+$1.9M
79,610
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$1.8M
1,460
-76%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
259,583
+9%
增持
TCHP
T ROWE PRICE ETF INC
+$1.1M
240,221
+4%
减持
MSFT
MICROSOFT CORP
+$1.1M
30,138
-5%
减持
AVGO
BROADCOM INC
+$1.1M
7,300
-11%
增持
SCHA
SCHWAB STRATEGIC TR
+$977.8K
189,534
+9%
清仓
NUE
NUCOR CORP
-$939.1K
0
-100%
增持
TDVG
T ROWE PRICE ETF INC
+$896.1K
256,078
+7%
减持
AMZN
AMAZON COM INC
+$817.7K
33,705
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$802.4K
46,219
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$794.1K
268,092
+5%
增持
WMT
WALMART INC
+$789.1K
6,413
+332%
清仓
KLAC
KLA CORP
-$752.3K
0
-100%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$722.6K
0
-100%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$718.0K
213,123
-21%
建仓
TDG
TRANSDIGM GROUP INC
+$688.5K
770
建仓
DHR
DANAHER CORPORATION
+$672.3K
2,801
建仓
WCN
WASTE CONNECTIONS INC
+$661.9K
4,631
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$636.7K
11,507
增持
SCHB
SCHWAB STRATEGIC TR
+$634.3K
78,440
+10%
减持
EL
LAUDER ESTEE COS INC
-$613.2K
10,752
-3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$562.7K
450,533
+4%
增持
MRK
MERCK & CO INC
+$554.8K
12,632
+49%
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$531.3K
0
-100%
减持
CINF
CINCINNATI FINL CORP
-$528.6K
28,519
-3%
增持
KO
COCA COLA CO
+$507.9K
14,233
+153%
清仓
DOW
DOW INC
-$507.9K
0
-100%
增持
LLY
LILLY ELI & CO
+$498.6K
3,350
+7%
增持
SBUX
STARBUCKS CORP
+$469.6K
7,163
+211%
减持
JPM
JPMORGAN CHASE & CO
+$421.0K
44,270
-4%
减持
PFE
PFIZER INC
-$420.8K
71,003
-4%
减持
GIS
GENERAL MLS INC
-$358.8K
10,462
-23%
建仓
NVDA
NVIDIA CORPORATION
+$316.5K
748
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$307.3K
11,606
减持
GOOG
ALPHABET INC
+$298.3K
38,928
-8%
减持
NVO
NOVO-NORDISK A S
-$296.8K
24,777
-8%
增持
BIL
SPDR SER TR
+$294.6K
16,492
+24%
减持
CME
CME GROUP INC
-$292.8K
17,159
-5%
减持
PG
PROCTER AND GAMBLE CO
+$277.4K
118,859
-0%
减持
TSLA
TESLA INC
+$276.8K
5,520
-2%
减持
AGG
ISHARES TR
-$275.1K
85,458
-2%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$247.1K
227,135
-9%
增持
EOG
EOG RES INC
+$244.6K
7,160
+43%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$229.6K
1,386
增持
UPS
UNITED PARCEL SERVICE INC
+$227.6K
6,074
+37%
减持
SPGI
S&P GLOBAL INC
+$220.0K
5,216
-4%
增持
JNJ
JOHNSON & JOHNSON
+$216.2K
9,984
+8%
增持
—
WOLFSPEED INC
+$206.9K
11,527
+73%
清仓
NKE
NIKE INC
-$206.7K
0
-100%
减持
META
META PLATFORMS INC
+$197.6K
6,768
-18%
减持
MRSH
MARSH & MCLENNAN COS INC
+$191.9K
18,794
-6%
增持
BSV
VANGUARD BD INDEX FDS
+$189.6K
119,327
+3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$183.8K
502
-4%
减持
NEE
NEXTERA ENERGY INC
-$170.8K
32,792
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$167.0K
2,110
-6%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$159.1K
30,763
-5%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$154.2K
85,882
+50%
增持
EQT
EQT CORP
+$150.7K
16,057
+1%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$139.6K
20,068
-8%
减持
CARR
CARRIER GLOBAL CORPORATION
+$135.9K
84,254
-5%
增持
SHW
SHERWIN WILLIAMS CO
+$128.2K
3,090
+0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$123.3K
43,419
-5%
增持
MCD
MCDONALDS CORP
+$115.6K
5,868
+0%
增持
CNC
CENTENE CORP DEL
+$114.4K
11,456
+10%
增持
SCHP
SCHWAB STRATEGIC TR
+$104.3K
123,831
+4%
减持
SHOP
SHOPIFY INC
+$103.5K
13,504
-16%
增持
GOOGL
ALPHABET INC
+$102.2K
6,219
+0%
增持
COST
COSTCO WHSL CORP NEW
+$100.8K
1,252
+8%
减持
ABT
ABBOTT LABS
+$100.6K
36,421
-5%
增持
MPC
MARATHON PETE CORP
-$99.2K
6,436
+2%
减持
SCHM
SCHWAB STRATEGIC TR
+$98.0K
43,767
-1%
减持
MDLZ
MONDELEZ INTL INC
-$97.8K
42,578
-7%
增持
BAC
BANK AMERICA CORP
+$96.5K
58,148
+6%
增持
FFBC
FIRST FINL BANCORP OH
-$96.2K
72,618
+0%
减持
EQIX
EQUINIX INC
+$95.7K
3,978
-5%
减持
HON
HONEYWELL INTL INC
+$94.9K
14,756
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$94.3K
15,164
+15%
减持
YUM
YUM BRANDS INC
-$88.6K
22,387
-7%
增持
DG
DOLLAR GEN CORP NEW
+$88.1K
5,209
+38%
减持
V
VISA INC
+$87.5K
23,190
-4%
减持
ISRG
INTUITIVE SURGICAL INC
+$87.2K
1,011
-0%
减持
CMCSA
COMCAST CORP NEW
+$84.9K
80,184
-6%
增持
GE
GENERAL ELECTRIC CO
+$84.8K
2,712
+22%
增持
EW
EDWARDS LIFESCIENCES CORP
+$84.2K
6,677
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$82.2K
276,196
-0%
减持
ABBV
ABBVIE INC
-$78.2K
3,019
-1%
减持
SLB
SCHLUMBERGER LTD
-$71.5K
12,853
-10%
减持
FSK
FS KKR CAP CORP
-$69.9K
15,685
-22%
增持
J
JACOBS SOLUTIONS INC
+$67.9K
4,336
+14%
增持
LOW
LOWES COS INC
+$67.4K
2,496
+1%
减持
—
LINDE PLC
+$66.8K
8,372
-5%
减持
QQQ
INVESCO QQQ TR
+$62.1K
1,350
-1%
减持
AXON
AXON ENTERPRISE INC
-$56.1K
1,804
-1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$56.0K
2,653
+19%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$54.9K
109,642
+4%
减持
CSX
CSX CORP
+$49.1K
11,998
-0%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$48.6K
105,648
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$47.1K
8,585
-13%
减持
SCHF
SCHWAB STRATEGIC TR
-$42.5K
116,110
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$41.1K
19,452
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$40.5K
984
-19%
增持
TW
TRADEWEB MKTS INC
-$39.0K
3,990
+1%
减持
MELI
MERCADOLIBRE INC
-$35.7K
208
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$35.1K
2,121
-1%
增持
ABNB
AIRBNB INC
+$34.1K
4,987
+3%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$31.7K
178,583
+0%
减持
UNH
UNITEDHEALTH GROUP INC
+$30.3K
10,340
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$26.5K
3,150
-2%
减持
COP
CONOCOPHILLIPS
-$26.4K
27,832
-5%
增持
ELV
ELEVANCE HEALTH INC
-$24.9K
2,438
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$23.2K
109,021
-1%
减持
CVS
CVS HEALTH CORP
-$22.9K
4,194
-0%
增持
NET
CLOUDFLARE INC
+$22.1K
5,289
+1%
减持
DIVO
AMPLIFY ETF TR
+$20.9K
132,494
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$19.8K
931
-3%
减持
—
ASML HOLDING N V
+$19.7K
1,560
-4%
增持
CLX
CLOROX CO DEL
+$17.1K
3,029
+3%
增持
QCOM
QUALCOMM INC
-$17.0K
2,893
+2%
增持
KR
KROGER CO
-$15.3K
7,445
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
-$15.3K
325,018
+2%
减持
SCHW
SCHWAB CHARLES CORP
+$13.6K
4,228
-2%
减持
HD
HOME DEPOT INC
+$13.3K
15,944
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$11.4K
4,305
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$10.5K
58,308
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$8.8K
12,867
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$8.7K
153,555
+0%
增持
UNP
UNION PAC CORP
+$8.1K
1,400
+1%
增持
MO
ALTRIA GROUP INC
+$6.9K
6,286
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$6.7K
152,988
+0%
减持
BDEC
INNOVATOR ETFS TR
-$6.4K
7,525
-9%
减持
CSCO
CISCO SYS INC
-$6.3K
6,518
-1%
减持
PEP
PEPSICO INC
+$5.1K
3,923
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.5K
1,697
+11%
减持
PM
PHILIP MORRIS INTL INC
+$1.6K
5,578
-0%
