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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 10
增持 89
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SCHZ
SCHWAB STRATEGIC TR
-$15.6M
7,857
-98%
增持
AGG
ISHARES TR
+$13.6M
224,428
+143%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$8.1M
1,893,303
+17%
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
BND
VANGUARD BD INDEX FDS
+$7.9M
107,728
清仓
SCHP
SCHWAB STRATEGIC TR
-$6.9M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.6M
689,101
+8%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.6M
719,623
+8%
增持
VOO
VANGUARD INDEX FDS
+$3.5M
71,867
+1%
建仓
PCG
PG&E CORP
+$3.1M
170,160
增持
AVGO
BROADCOM INC
+$2.6M
6,632
+14%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.6M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
134,703
+14%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
296,085
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
189,978
+2%
增持
VXUS
VANGUARD STAR FDS
+$1.9M
284,634
+4%
减持
MSFT
MICROSOFT CORP
+$1.6M
28,653
-1%
增持
THYF
T ROWE PRICE ETF INC
+$1.5M
107,694
+31%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.5M
203,204
+3%
增持
SCHY
SCHWAB STRATEGIC TR
+$1.4M
485,950
+6%
增持
IJR
ISHARES TR
+$1.3M
74,891
+4%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.3M
442,808
+4%
增持
TDVG
T ROWE PRICE ETF INC
+$1.1M
270,843
+2%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.1M
0
-100%
建仓
CAT
CATERPILLAR INC
+$1.0M
3,529
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$977.4K
214,832
+3%
增持
TCHP
T ROWE PRICE ETF INC
+$953.6K
235,138
+1%
减持
JPM
JPMORGAN CHASE & CO
+$951.1K
40,622
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$879.3K
48,085
+2%
增持
CME
CME GROUP INC
+$848.7K
20,624
+18%
增持
AMZN
AMAZON COM INC
+$844.8K
32,461
+1%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$833.5K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$829.4K
231,911
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$759.8K
133,921
+5%
增持
DHR
DANAHER CORPORATION
+$739.4K
6,203
+121%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$728.8K
192,423
+10%
增持
HD
HOME DEPOT INC
+$716.9K
16,133
+0%
增持
ABT
ABBOTT LABS
+$673.1K
40,794
+4%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$646.4K
205,485
+12%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$634.5K
20,165
-0%
减持
CVX
CHEVRON CORP NEW
-$606.3K
27,609
-1%
减持
V
VISA INC
+$563.8K
22,182
-2%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$538.4K
3,292
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$483.5K
301,037
+3%
增持
NVDA
NVIDIA CORPORATION
+$477.5K
1,694
+104%
减持
NVO
NOVO-NORDISK A S
+$471.5K
41,939
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$468.6K
80,362
+0%
减持
BIL
SPDR SER TR
-$455.5K
18,464
-21%
减持
AAPL
APPLE INC
+$448.9K
70,754
-8%
建仓
ACWI
ISHARES TR
+$444.7K
4,370
减持
LMT
LOCKHEED MARTIN CORP
-$442.2K
458
-71%
减持
SLB
SCHLUMBERGER LTD
-$436.1K
11,489
-35%
增持
RTX
RTX CORPORATION
+$428.3K
34,194
+0%
增持
HON
HONEYWELL INTL INC
+$411.5K
15,431
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$400.1K
117,658
+1%
清仓
—
WOLFSPEED INC
-$399.3K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$387.6K
65,111
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$382.6K
27,449
+30%
增持
BAC
BANK AMERICA CORP
+$366.1K
57,360
+0%
增持
DIVO
AMPLIFY ETF TR
+$365.5K
142,745
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$361.2K
45,087
+1%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$357.1K
0
-100%
增持
GOOG
ALPHABET INC
+$351.5K
37,102
+0%
增持
—
LINDE PLC
+$349.0K
8,513
+1%
减持
META
META PLATFORMS INC
+$345.4K
6,554
-0%
建仓
CTAS
CINTAS CORP
+$338.1K
561
减持
MRK
MERCK & CO INC
-$326.5K
9,079
-29%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$324.1K
37,189
+40%
清仓
GIS
GENERAL MLS INC
-$312.7K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$310.1K
1,731
增持
FFBC
FIRST FINL BANCORP OH
+$302.3K
72,756
+0%
减持
EQIX
EQUINIX INC
+$290.7K
4,115
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$289.6K
13,394
+17%
减持
SHOP
SHOPIFY INC
+$269.8K
11,767
-1%
增持
TXN
TEXAS INSTRS INC
+$264.5K
17,095
+3%
建仓
SBUX
STARBUCKS CORP
+$255.7K
2,664
增持
WMT
WALMART INC
+$253.5K
9,540
+22%
建仓
AEM
AGNICO EAGLE MINES LTD
+$250.1K
4,560
减持
—
ASML HOLDING N V
+$249.0K
1,501
-0%
建仓
KLAC
KLA CORP
+$239.0K
411
增持
SPY
SPDR S&P 500 ETF TR
+$229.5K
1,800
+23%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$227.4K
116,578
+6%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$225.9K
195,384
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$221.5K
76,812
+1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$212.1K
121,171
+6%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$200.2K
468
-1%
减持
KO
COCA COLA CO
-$185.6K
14,366
-22%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$182.3K
8,893
+67%
增持
MDLZ
MONDELEZ INTL INC
+$177.9K
42,554
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$177.2K
167,247
+4%
减持
UNH
UNITEDHEALTH GROUP INC
+$174.1K
10,840
-1%
增持
YUM
YUM BRANDS INC
+$173.7K
23,209
+1%
增持
CSCO
CISCO SYS INC
+$166.6K
20,027
+27%
增持
TDG
TRANSDIGM GROUP INC
+$162.4K
759
+6%
减持
ADBE
ADOBE INC
+$162.3K
1,949
-1%
增持
SCHE
SCHWAB STRATEGIC TR
+$159.6K
119,259
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$156.9K
3,923
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$152.4K
8,184
+2%
增持
WCN
WASTE CONNECTIONS INC
+$144.3K
5,020
+11%
增持
UBER
UBER TECHNOLOGIES INC
+$140.5K
7,746
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$140.1K
162,765
+3%
减持
DG
DOLLAR GEN CORP NEW
+$135.8K
7,035
-9%
增持
COST
COSTCO WHSL CORP NEW
+$133.3K
1,258
+2%
减持
MCD
MCDONALDS CORP
+$126.6K
5,613
-4%
增持
EL
LAUDER ESTEE COS INC
+$124.5K
15,431
+5%
增持
ARMK
ARAMARK
+$119.5K
96,412
+29%
增持
COP
CONOCOPHILLIPS
-$116.0K
32,523
+0%
增持
EOSE
EOS ENERGY ENTERPRISES INC
-$111.8K
186,602
+27%
增持
AXON
AXON ENTERPRISE INC
+$110.4K
1,773
+1%
增持
NET
CLOUDFLARE INC
+$109.0K
5,094
+2%
增持
QCOM
QUALCOMM INC
+$91.9K
2,566
+2%
减持
SPGI
S&P GLOBAL INC
+$91.4K
3,586
-12%
增持
INTC
INTEL CORP
+$88.5K
5,898
+1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$87.3K
2,947
+9%
增持
ELV
ELEVANCE HEALTH INC
+$87.2K
2,364
+0%
减持
LLY
ELI LILLY & CO
+$86.8K
3,157
-3%
减持
EOG
EOG RES INC
-$85.4K
6,838
-5%
增持
CINF
CINCINNATI FINL CORP
+$74.2K
29,180
+1%
增持
CNC
CENTENE CORP DEL
+$70.1K
11,616
+1%
减持
—
EXXON MOBIL CORP
-$67.8K
3,839
-0%
增持
GOOGL
ALPHABET INC
+$65.6K
6,285
+1%
减持
SHW
SHERWIN WILLIAMS CO
+$64.1K
2,729
-12%
减持
JNJ
JOHNSON & JOHNSON
-$63.3K
6,627
-6%
增持
UNP
UNION PAC CORP
+$59.2K
1,405
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$59.0K
4,191
+0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$59.0K
6,853
+2%
增持
FSK
FS KKR CAP CORP
+$52.5K
20,237
+13%
增持
CVS
CVS HEALTH CORP
+$48.2K
4,349
+3%
增持
CSX
CSX CORP
+$47.8K
11,900
+0%
减持
NEE
NEXTERA ENERGY INC
+$47.8K
23,068
-2%
减持
FCX
FREEPORT-MCMORAN INC
+$47.0K
13,247
-4%
增持
GE
GENERAL ELECTRIC CO
+$46.0K
2,674
+0%
减持
CMCSA
COMCAST CORP NEW
-$44.4K
74,317
-0%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$42.8K
68,433
-14%
减持
ISRG
INTUITIVE SURGICAL INC
+$41.4K
1,003
-1%
减持
CNQ
CANADIAN NAT RES LTD
+$41.1K
48,554
-0%
减持
QQQ
INVESCO QQQ TR
+$39.1K
1,306
-6%
增持
—
ASTRAZENECA PLC
+$38.3K
43,566
+2%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$37.5K
1,386
+0%
减持
LOW
LOWES COS INC
+$33.9K
2,491
-1%
减持
CLX
CLOROX CO DEL
+$33.7K
3,021
-0%
减持
EQT
EQT CORP
-$32.3K
15,007
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$28.0K
19,943
-11%
增持
PFE
PFIZER INC
-$23.5K
11,240
+7%
减持
NOC
NORTHROP GRUMMAN CORP
-$23.2K
807
-11%
减持
DE
DEERE & CO
-$22.3K
1,777
-8%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$22.1K
3,162
+0%
减持
ABBV
ABBVIE INC
+$17.9K
3,079
-0%
增持
J
JACOBS SOLUTIONS INC
-$16.0K
4,351
+2%
减持
PGR
PROGRESSIVE CORP
-$11.6K
2,513
-15%
增持
KR
KROGER CO
+$10.7K
7,680
+1%
