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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 72
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
THYF
T ROWE PRICE ETF INC
+$4.1M
82,395
建仓
TXN
TEXAS INSTRS INC
+$2.6M
16,663
建仓
ARMK
ARAMARK
+$2.6M
74,630
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。
减持
AAPL
APPLE INC
-$2.3M
76,942
-3%
减持
PFE
PFIZER INC
-$2.3M
10,463
-85%
减持
VOO
VANGUARD INDEX FDS
-$2.2M
71,035
-4%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.7M
186,855
-9%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.7M
1,620,532
+9%
减持
AVGO
BROADCOM INC
-$1.5M
5,806
-20%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$1.3M
425,698
-6%
减持
MSFT
MICROSOFT CORP
-$1.1M
29,048
-4%
减持
NEE
NEXTERA ENERGY INC
-$1.1M
23,624
-28%
增持
COP
CONOCOPHILLIPS
+$1.0M
32,479
+17%
增持
SCHZ
SCHWAB STRATEGIC TR
+$952.9K
360,744
+11%
增持
SCHY
SCHWAB STRATEGIC TR
+$839.0K
458,958
+13%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$789.2K
291,702
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$769.0K
286,008
+7%
清仓
MPC
MARATHON PETE CORP
-$750.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$745.1K
118,542
-0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$717.9K
639,460
-2%
清仓
SBUX
STARBUCKS CORP
-$709.6K
0
-100%
增持
BIL
SPDR SER TR
+$628.6K
23,338
+42%
减持
SPGI
S&P GLOBAL INC
-$602.4K
4,073
-22%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$567.1K
668,964
-1%
增持
RTX
RTX CORPORATION
-$564.8K
34,025
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$563.1K
10,974
+6%
减持
JNJ
JOHNSON & JOHNSON
-$550.5K
7,075
-29%
增持
BSV
VANGUARD BD INDEX FDS
+$537.2K
127,109
+7%
建仓
FCX
FREEPORT-MCMORAN INC
+$516.9K
13,861
增持
CVX
CHEVRON CORP NEW
+$510.4K
28,018
+5%
增持
CSCO
CISCO SYS INC
+$507.9K
15,720
+141%
减持
GIS
GENERAL MLS INC
-$489.7K
4,887
-53%
减持
JPM
JPMORGAN CHASE & CO
-$480.0K
41,088
-7%
增持
CNQ
CANADIAN NAT RES LTD
+$465.2K
48,556
+2%
建仓
PGR
PROGRESSIVE CORP
+$411.9K
2,957
增持
SCHP
SCHWAB STRATEGIC TR
+$405.7K
136,623
+10%
增持
SLB
SCHLUMBERGER LTD
+$402.7K
17,736
+38%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$379.4K
224,157
-1%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$375.7K
26,575
+129%
减持
TCHP
T ROWE PRICE ETF INC
-$373.5K
232,839
-3%
建仓
UBER
UBER TECHNOLOGIES INC
+$336.4K
7,315
减持
LMT
LOCKHEED MARTIN CORP
-$326.2K
1,589
-25%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$315.2K
146,602
增持
CME
CME GROUP INC
+$315.2K
17,454
+2%
减持
AMZN
AMAZON COM INC
-$306.5K
32,153
-5%
增持
AGG
ISHARES TR
+$298.7K
92,187
+8%
减持
V
VISA INC
-$296.1K
22,656
-2%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$289.8K
207,644
-3%
清仓
MO
ALTRIA GROUP INC
-$284.8K
0
-100%
清仓
TW
TRADEWEB MKTS INC
-$273.2K
0
-100%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$268.9K
5,330
增持
VTEB
VANGUARD MUN BD FDS
+$257.2K
21,179
+40%
清仓
MELI
MERCADOLIBRE INC
-$246.4K
0
-100%
减持
—
ASML HOLDING N V
-$243.5K
1,507
-3%
增持
YUM
YUM BRANDS INC
-$242.9K
22,881
+2%
增持
WMT
WALMART INC
+$242.5K
7,819
+22%
减持
—
WOLFSPEED INC
-$241.5K
10,481
-9%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$238.0K
8,695
增持
HON
HONEYWELL INTL INC
-$237.3K
15,290
+4%
清仓
CCI
CROWN CASTLE INC
-$233.4K
0
-100%
减持
SHOP
SHOPIFY INC
-$225.5K
11,854
-12%
减持
MCD
MCDONALDS CORP
-$213.4K
5,837
-1%
建仓
INTC
INTEL CORP
+$207.9K
5,849
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$203.7K
475
-5%
减持
MDLZ
MONDELEZ INTL INC
-$201.4K
41,849
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$193.1K
47,074
+2%
增持
SCHF
SCHWAB STRATEGIC TR
-$190.7K
116,272
+0%
减持
LLY
ELI LILLY & CO
+$182.8K
3,265
-3%
增持
KO
COCA COLA CO
+$175.1K
18,439
+30%
增持
CINF
CINCINNATI FINL CORP
+$169.3K
28,789
+1%
减持
GOOG
ALPHABET INC
+$168.1K
36,991
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$167.6K
8,041
-6%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$167.0K
44,833
+3%
增持
EW
EDWARDS LIFESCIENCES CORP
-$166.3K
6,691
+0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$161.8K
188,712
+6%
增持
ABT
ABBOTT LABS
-$153.5K
39,413
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$152.7K
161,303
+5%
增持
SCHA
SCHWAB STRATEGIC TR
-$152.3K
196,749
+4%
减持
DUK
DUKE ENERGY CORP NEW
-$144.5K
11,445
-11%
增持
NVO
NOVO-NORDISK A S
-$142.6K
42,523
+72%
增持
MRK
MERCK & CO INC
-$141.3K
12,786
+1%
增持
IJR
ISHARES TR
-$133.9K
71,950
+4%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$116.5K
20,225
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$112.3K
157,681
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$111.7K
116,828
+7%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$103.7K
174,914
-0%
减持
BAC
BANK AMERICA CORP
-$103.0K
57,167
-2%
减持
TSLA
TESLA INC
-$99.3K
5,378
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$94.8K
18,077
-4%
增持
EQIX
EQUINIX INC
-$94.7K
4,163
+5%
增持
EOG
EOG RES INC
+$93.0K
7,198
+1%
减持
PEP
PEPSICO INC
-$91.7K
3,747
-4%
增持
—
ASTRAZENECA PLC
+$89.9K
42,763
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$87.9K
13,527
+18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$85.3K
6,153
+45%
增持
CLX
CLOROX CO DEL
-$84.6K
3,030
+0%
减持
TDG
TRANSDIGM GROUP INC
-$83.1K
718
-7%
增持
DIVO
AMPLIFY ETF TR
+$82.1K
139,701
+5%
增持
HD
HOME DEPOT INC
-$78.7K
16,130
+1%
增持
SCHM
SCHWAB STRATEGIC TR
-$74.0K
44,840
+2%
减持
GOOGL
ALPHABET INC
+$68.0K
6,208
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$66.4K
3,154
+0%
减持
J
JACOBS SOLUTIONS INC
+$65.2K
4,255
-2%
减持
QCOM
QUALCOMM INC
-$65.2K
2,514
-13%
增持
DG
DOLLAR GEN CORP NEW
-$63.8K
7,756
+49%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$59.3K
114,508
+4%
增持
FFBC
FIRST FINL BANCORP OH
-$58.6K
72,738
+0%
减持
WCN
WASTE CONNECTIONS INC
-$56.9K
4,505
-3%
减持
ELV
ELEVANCE HEALTH INC
-$55.5K
2,360
-3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$54.4K
60,801
+4%
增持
ABBV
ABBVIE INC
+$52.5K
3,081
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$51.7K
1,647
-3%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$50.8K
110,345
+4%
增持
FSK
FS KKR CAP CORP
+$50.8K
17,857
+14%
增持
TDVG
T ROWE PRICE ETF INC
-$50.8K
264,474
+3%
增持
DE
DEERE & CO
-$50.4K
1,942
+0%
增持
SCHB
SCHWAB STRATEGIC TR
-$50.2K
80,345
+2%
增持
ISRG
INTUITIVE SURGICAL INC
-$48.7K
1,016
+0%
减持
EQT
EQT CORP
-$48.0K
15,092
-6%
增持
NVDA
NVIDIA CORPORATION
+$45.1K
831
+11%
减持
CSX
CSX CORP
-$44.4K
11,862
-1%
增持
—
LINDE PLC
-$42.9K
8,453
+1%
增持
LOW
LOWES COS INC
-$42.9K
2,504
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$37.6K
6,744
+11%
减持
SHW
SHERWIN WILLIAMS CO
-$33.4K
3,086
-0%
减持
META
META PLATFORMS INC
+$32.2K
6,577
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$31.8K
4,193
-3%
减持
ADBE
ADOBE INC
-$31.3K
1,962
-7%
减持
NET
CLOUDFLARE INC
-$30.6K
4,999
-5%
减持
PM
PHILIP MORRIS INTL INC
-$29.4K
5,564
-0%
减持
CMCSA
COMCAST CORP NEW
-$28.4K
74,497
-7%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$27.2K
2,692
+1%
增持
VXUS
VANGUARD STAR FDS
+$26.5K
272,494
+5%
减持
NOC
NORTHROP GRUMMAN CORP
-$23.3K
911
-2%
增持
DHR
DANAHER CORPORATION
+$23.2K
2,803
+0%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$22.9K
79,491
-7%
减持
COST
COSTCO WHSL CORP NEW
+$22.7K
1,233
-2%
减持
—
EXXON MOBIL CORP
+$22.0K
3,841
-4%
增持
SPY
SPDR S&P 500 ETF TR
-$21.3K
1,465
+0%
增持
EL
LAUDER ESTEE COS INC
+$20.8K
14,751
+37%
增持
CNC
CENTENE CORP DEL
+$19.2K
11,497
+0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$18.1K
1,383
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.6K
1,008
+2%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$16.8K
183,035
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$10.3K
4,177
-1%
减持
ABNB
AIRBNB INC
+$9.7K
4,729
-5%
增持
KR
KROGER CO
-$9.6K
7,605
+2%
增持
CVS
CVS HEALTH CORP
+$5.3K
4,229
+1%
减持
AXON
AXON ENTERPRISE INC
-$4.4K
1,747
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
+$3.1K
75,930
-10%
