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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 68
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
BSV
VANGUARD BD INDEX FDS
-$10.1M
2,847
-98%
增持
VXUS
VANGUARD STAR FDS
+$9.0M
422,960
+49%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$8.7M
192,999
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
SCHF
SCHWAB STRATEGIC TR
-$4.3M
0
-100%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$4.2M
2,098,985
+11%
建仓
PNC
PNC FINL SVCS GROUP INC
+$3.5M
21,912
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.4M
0
-100%
增持
ABBV
ABBVIE INC
+$3.3M
21,003
+582%
建仓
TRP
TC ENERGY CORP
+$3.3M
82,700
清仓
HON
HONEYWELL INTL INC
-$3.2M
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$3.0M
0
-100%
减持
CME
CME GROUP INC
-$2.9M
6,648
-68%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.9M
115,002
+77%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.7M
739,622
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.6M
714,173
+4%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$2.6M
142,707
减持
CVX
CHEVRON CORP NEW
-$2.5M
9,998
-64%
减持
VOO
VANGUARD INDEX FDS
+$2.5M
70,518
-2%
增持
BND
VANGUARD BD INDEX FDS
+$2.2M
139,353
+29%
减持
PG
PROCTER AND GAMBLE CO
+$2.0M
134,020
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.8M
302,292
+2%
增持
AGG
ISHARES TR
+$1.6M
244,257
+9%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.5M
199,240
+64%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.3M
458,551
+4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
277,062
-8%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
2,118
+25%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$973.3K
240,984
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$963.5K
180,372
-5%
增持
TDVG
T ROWE PRICE ETF INC
+$867.0K
274,201
+1%
建仓
NFLX
NETFLIX INC
+$856.3K
1,410
增持
AAPL
APPLE INC
-$809.1K
74,720
+6%
减持
MSFT
MICROSOFT CORP
+$796.2K
27,502
-4%
建仓
AMGN
AMGEN INC
+$769.9K
2,708
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$764.4K
213,476
-1%
增持
EL
LAUDER ESTEE COS INC
+$744.4K
19,469
+26%
增持
HD
HOME DEPOT INC
+$735.3K
16,492
+2%
减持
NVO
NOVO-NORDISK A S
+$728.8K
39,466
-6%
减持
JNJ
JOHNSON & JOHNSON
-$712.1K
2,064
-69%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$706.6K
48,739
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$702.8K
209,225
+3%
减持
AMZN
AMAZON COM INC
+$697.9K
31,212
-4%
增持
RTX
RTX CORPORATION
+$697.1K
36,647
+7%
增持
SCHY
SCHWAB STRATEGIC TR
+$688.3K
520,931
+7%
增持
LLY
ELI LILLY & CO
+$679.1K
3,239
+3%
建仓
MPC
MARATHON PETE CORP
+$676.3K
3,357
增持
ARMK
ARAMARK
+$633.3K
102,783
+7%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$612.3K
230,040
+12%
清仓
SLB
SCHLUMBERGER LTD
-$597.9K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$590.7K
82,957
+3%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$584.8K
1,399
减持
META
META PLATFORMS INC
+$578.4K
5,969
-9%
增持
CNQ
CANADIAN NAT RES LTD
+$577.9K
49,255
+1%
减持
CINF
CINCINNATI FINL CORP
+$575.8K
28,951
-1%
减持
AVGO
BROADCOM INC
-$529.1K
5,186
-22%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$522.7K
211,398
+10%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$522.5K
0
-100%
增持
—
LINDE PLC
+$515.8K
8,641
+2%
增持
IJR
ISHARES TR
+$510.4K
77,971
+4%
增持
DIVO
AMPLIFY ETF TR
+$492.8K
146,866
+3%
增持
COP
CONOCOPHILLIPS
+$476.5K
33,403
+3%
清仓
ACWI
ISHARES TR
-$444.7K
0
-100%
减持
TCHP
T ROWE PRICE ETF INC
+$424.3K
218,182
-7%
减持
BAC
BANK AMERICA CORP
-$412.2K
40,061
-30%
增持
TSLA
TESLA INC
-$376.3K
5,546
+2%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$370.4K
6,830
增持
UBER
UBER TECHNOLOGIES INC
+$341.8K
10,634
+37%
减持
JPM
JPMORGAN CHASE & CO
+$324.7K
36,118
-11%
增持
COST
COSTCO WHSL CORP NEW
+$314.8K
1,563
+24%
清仓
WM
WASTE MGMT INC DEL
-$310.1K
0
-100%
增持
MRSH
MARSH & MCLENNAN COS INC
+$302.4K
18,136
+0%
增持
—
ASTRAZENECA PLC
+$295.8K
47,674
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$294.8K
45,325
+1%
增持
THYF
T ROWE PRICE ETF INC
+$291.6K
113,106
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$289.1K
4,333
+32%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$287.2K
467
-0%
增持
CAT
CATERPILLAR INC
+$286.0K
3,628
+3%
减持
HLT
HILTON WORLDWIDE HLDGS INC
+$285.6K
18,552
-8%
增持
YUM
YUM BRANDS INC
+$261.6K
23,758
+2%
建仓
UAPR
INNOVATOR ETFS TRUST
+$260.5K
9,251
建仓
BAPR
INNOVATOR ETFS TRUST
+$234.5K
5,857
增持
ABT
ABBOTT LABS
+$230.1K
41,530
+2%
增持
DG
DOLLAR GEN CORP NEW
+$228.2K
7,591
+8%
建仓
CRM
SALESFORCE INC
+$226.2K
751
减持
ADBE
ADOBE INC
-$214.6K
1,879
-4%
增持
TXN
TEXAS INSTRS INC
+$210.3K
17,935
+5%
建仓
CNP
CENTERPOINT ENERGY INC
+$204.0K
7,162
建仓
FDX
FEDEX CORP
+$200.4K
692
减持
—
ASML HOLDING N V
+$185.6K
1,362
-9%
增持
CARR
CARRIER GLOBAL CORPORATION
+$183.4K
79,069
+3%
增持
TDG
TRANSDIGM GROUP INC
+$176.8K
767
+1%
减持
V
VISA INC
+$175.5K
21,322
-4%
减持
CSCO
CISCO SYS INC
-$174.5K
16,776
-16%
增持
AEM
AGNICO EAGLE MINES LTD
+$169.1K
7,028
+54%
增持
J
JACOBS SOLUTIONS INC
+$165.3K
4,749
+9%
增持
UNH
UNITEDHEALTH GROUP INC
-$163.6K
11,205
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$155.4K
7,398
-10%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$153.5K
188,310
-4%
减持
DE
DEERE & CO
-$147.9K
1,370
-23%
增持
WMT
WALMART INC
+$137.4K
27,280
+186%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$136.7K
174,144
+4%
增持
EOG
EOG RES INC
+$135.4K
7,528
+10%
减持
ABNB
AIRBNB INC
+$133.5K
4,768
-1%
增持
DHR
DANAHER CORPORATION
+$133.3K
6,280
+1%
减持
MCD
MCDONALDS CORP
-$126.7K
5,453
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$122.3K
25,276
-8%
减持
GE
GENERAL ELECTRIC CO
+$111.8K
2,582
-3%
增持
KR
KROGER CO
+$108.2K
8,039
+5%
减持
PFE
PFIZER INC
-$105.4K
7,864
-30%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$102.9K
14,222
+9%
减持
DUK
DUKE ENERGY CORP NEW
-$100.8K
12,397
-7%
增持
SHW
SHERWIN WILLIAMS CO
+$97.4K
2,731
+0%
减持
FFBC
FIRST FINL BANCORP OH
-$97.1K
72,741
-0%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$94.5K
122,507
+5%
增持
—
EXXON MOBIL CORP
+$89.8K
4,075
+6%
减持
ELV
ELEVANCE HEALTH INC
+$88.0K
2,319
-2%
减持
WCN
WASTE CONNECTIONS INC
+$82.5K
4,836
-4%
增持
CMCSA
COMCAST CORP NEW
+$80.4K
77,029
+4%
减持
PGR
PROGRESSIVE CORP
+$78.5K
2,315
-8%
减持
SCHZ
SCHWAB STRATEGIC TR
-$75.0K
6,332
-19%
增持
CNC
CENTENE CORP DEL
+$72.2K
11,904
+2%
减持
NEE
NEXTERA ENERGY INC
+$70.8K
23,033
-0%
减持
MRK
MERCK & CO INC
+$67.9K
8,016
-12%
减持
LOW
LOWES COS INC
+$65.1K
2,432
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$63.9K
19,441
-3%
减持
GS
GOLDMAN SACHS GROUP INC
+$63.5K
3,776
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$62.6K
920
+14%
增持
MDLZ
MONDELEZ INTL INC
-$60.8K
43,163
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$60.7K
1,000
-0%
增持
FSK
FS KKR CAP CORP
+$58.5K
24,259
+20%
减持
SPGI
S&P GLOBAL INC
-$57.4K
3,578
-0%
减持
GOOG
ALPHABET INC
+$57.4K
34,718
-6%
减持
SHOP
SHOPIFY INC
-$56.0K
11,152
-5%
减持
QCOM
QUALCOMM INC
+$51.6K
2,497
-3%
增持
KLAC
KLA CORP
+$51.0K
415
+1%
减持
CTAS
CINTAS CORP
+$45.4K
558
-1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$44.6K
3,476
+18%
减持
NET
CLOUDFLARE INC
+$44.5K
4,840
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$44.3K
3,127
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$43.1K
959
-5%
减持
GOOGL
ALPHABET INC
+$41.4K
6,091
-3%
减持
FCX
FREEPORT-MCMORAN INC
+$39.0K
12,822
-3%
减持
INTC
INTEL CORP
-$38.3K
5,844
-1%
增持
BIL
SPDR SER TR
+$35.4K
18,767
+2%
减持
EQIX
EQUINIX INC
-$27.1K
3,983
-3%
减持
QQQ
INVESCO QQQ TR
+$27.0K
1,265
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$26.9K
8,836
+1%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$26.9K
60,900
-11%
减持
AXON
AXON ENTERPRISE INC
+$25.4K
1,545
-13%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$24.4K
38,189
+3%
减持
KO
COCA COLA CO
+$21.7K
14,193
-1%
