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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 99
减持 26
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AMGN
AMGEN INC
+$3.6M
14,084
+420%
增持
AAPL
APPLE INC
+$3.4M
77,003
+3%
清仓
YUM
YUM BRANDS INC
-$3.3M
0
-100%
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
STZ
CONSTELLATION BRANDS INC
+$3.1M
11,919
减持
—
ASTRAZENECA PLC
-$3.0M
2,615
-95%
清仓
MDLZ
MONDELEZ INTL INC
-$3.0M
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$3.0M
0
-100%
增持
GE
GE AEROSPACE
+$2.9M
21,314
+725%
建仓
URI
UNITED RENTALS INC
+$2.8M
4,295
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
187,575
+4%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
71,821
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.3M
753,795
+2%
减持
AVGO
BROADCOM INC
+$1.3M
5,064
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
25,441
+1101%
建仓
HON
HONEYWELL INTL INC
+$1.1M
5,356
减持
GOOG
ALPHABET INC
+$1.1M
34,707
-0%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
440,732
+4%
建仓
TJX
TJX COS INC NEW
+$1.0M
9,414
增持
MSFT
MICROSOFT CORP
+$1.0M
28,199
+3%
增持
TCHP
T ROWE PRICE ETF INC
+$966.5K
223,872
+3%
清仓
ADBE
ADOBE INC
-$948.1K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$816.0K
728,080
+2%
增持
CRM
SALESFORCE INC
+$806.9K
4,018
+435%
建仓
REGN
REGENERON PHARMACEUTICALS
+$800.9K
762
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$728.8K
2,154,456
+3%
增持
PG
PROCTER AND GAMBLE CO
+$666.7K
135,893
+1%
增持
NVO
NOVO-NORDISK A S
+$598.8K
39,696
+1%
清仓
EQT
EQT CORP
-$584.3K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$582.4K
3,294
+42%
增持
SCHB
SCHWAB STRATEGIC TR
+$542.2K
89,180
+8%
减持
COP
CONOCOPHILLIPS
-$528.6K
32,549
-3%
减持
KO
COCA COLA CO
-$514.1K
5,565
-61%
增持
AGG
ISHARES TR
+$513.1K
251,733
+3%
增持
HD
HOME DEPOT INC
-$506.0K
16,907
+3%
增持
TDVG
T ROWE PRICE ETF INC
+$497.5K
283,561
+3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$487.3K
80,590
+2%
清仓
AXON
AXON ENTERPRISE INC
-$483.4K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$478.6K
205,284
+6%
减持
WMT
WALMART INC
-$470.6K
17,291
-37%
减持
MCD
MCDONALDS CORP
-$462.0K
4,220
-23%
增持
AMZN
AMAZON COM INC
+$455.6K
31,491
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$454.4K
285,956
+3%
增持
TXN
TEXAS INSTRS INC
+$452.0K
18,385
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$433.2K
37,910
+5%
减持
CVX
CHEVRON CORP NEW
-$420.7K
7,393
-26%
清仓
AEM
AGNICO EAGLE MINES LTD
-$419.2K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$419.0K
17,030
+60%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$404.6K
219,936
+3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$391.2K
474,830
+4%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$389.1K
248,961
+3%
减持
LLY
ELI LILLY & CO
+$385.9K
3,209
-1%
建仓
PJUL
INNOVATOR ETFS TRUST
+$377.3K
9,711
增持
NFLX
NETFLIX INC
+$374.6K
1,824
+29%
建仓
ATI
ATI INC
+$372.3K
6,714
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$333.9K
3,512
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$305.0K
50,426
+3%
增持
BIL
SPDR SER TR
+$294.5K
21,980
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$293.4K
11,461
+2%
建仓
BJUL
INNOVATOR ETFS TRUST
+$286.9K
6,866
建仓
UJUL
INNOVATOR ETFS TRUST
+$286.6K
8,809
增持
V
VISA INC
-$282.7K
21,594
+1%
减持
CSCO
CISCO SYS INC
-$261.4K
12,122
-28%
清仓
INTC
INTEL CORP
-$258.1K
0
-100%
增持
ARMK
ARAMARK
+$254.5K
105,732
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$250.5K
7,232
-2%
增持
DIVO
AMPLIFY ETF TR
+$246.5K
153,919
+5%
增持
GOOGL
ALPHABET INC
+$238.7K
6,358
+4%
增持
META
META PLATFORMS INC
+$237.6K
6,219
+4%
清仓
SBUX
STARBUCKS CORP
-$236.2K
0
-100%
增持
PCG
PG&E CORP
+$231.4K
187,816
+3%
建仓
LCNB
LCNB CORP
+$230.5K
16,571
增持
ABT
ABBOTT LABS
-$224.7K
43,264
+4%
清仓
BSV
VANGUARD BD INDEX FDS
-$218.3K
0
-100%
建仓
BALT
INNOVATOR ETFS TRUST
+$217.5K
7,243
增持
FCX
FREEPORT-MCMORAN INC
+$214.5K
16,819
+31%
增持
COST
COSTCO WHSL CORP NEW
+$212.5K
1,597
+2%
减持
DG
DOLLAR GEN CORP NEW
-$212.3K
7,354
-3%
建仓
MO
ALTRIA GROUP INC
+$207.3K
4,550
增持
CMCSA
COMCAST CORP NEW
-$204.4K
80,052
+4%
建仓
MELI
MERCADOLIBRE INC
+$203.8K
124
建仓
NOW
SERVICENOW INC
+$200.6K
255
建仓
GLD
SPDR GOLD TR
+$200.2K
931
增持
CNQ
CANADIAN NAT RES LTD
-$199.2K
99,999
+103%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$186.4K
237,239
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$185.3K
24,273
+25%
增持
THYF
T ROWE PRICE ETF INC
+$184.4K
117,151
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$183.6K
118,788
+3%
减持
CNC
CENTENE CORP DEL
-$179.5K
11,384
-4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$179.3K
18,579
+2%
增持
CINF
CINCINNATI FINL CORP
-$170.6K
28,994
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$164.5K
10,321
-17%
减持
CME
CME GROUP INC
-$164.3K
6,445
-3%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$163.7K
44,515
+17%
增持
BND
VANGUARD BD INDEX FDS
+$160.9K
142,708
+2%
增持
MRK
MERCK & CO INC
+$158.7K
9,826
+23%
增持
RTX
RTX CORPORATION
+$158.7K
37,184
+1%
增持
EQIX
EQUINIX INC
-$158.5K
4,135
+4%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$143.7K
18,795
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$142.6K
180,945
+4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$141.0K
23,918
+5022%
增持
TSLA
TESLA INC
+$136.3K
5,616
+1%
增持
SHW
SHERWIN WILLIAMS CO
-$128.8K
2,747
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$126.4K
5,875
-14%
增持
SCHY
SCHWAB STRATEGIC TR
+$123.4K
541,417
+4%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$121.5K
206,289
+4%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$118.9K
194,852
+3%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$114.4K
216,588
+2%
减持
MPC
MARATHON PETE CORP
-$113.9K
3,242
-3%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$113.6K
150,062
+5%
增持
UAPR
INNOVATOR ETFS TRUST
+$112.5K
12,846
+39%
减持
NEE
NEXTERA ENERGY INC
+$111.9K
22,369
-3%
增持
CAT
CATERPILLAR INC
-$111.2K
3,657
+1%
增持
PM
PHILIP MORRIS INTL INC
+$104.8K
5,942
+9%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$103.4K
128,428
+5%
增持
SHOP
SHOPIFY INC
-$99.6K
11,522
+3%
增持
SCHM
SCHWAB STRATEGIC TR
-$98.0K
46,163
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$94.5K
16,185
+14%
增持
VTEB
VANGUARD MUN BD FDS
+$92.6K
27,371
+8%
增持
CVS
CVS HEALTH CORP
-$90.0K
4,559
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$88.3K
1,436
+3%
增持
TRP
TC ENERGY CORP
-$87.1K
85,421
+3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$85.9K
10,737
+19%
增持
SPGI
S&P GLOBAL INC
+$80.2K
3,593
+0%
增持
QCOM
QUALCOMM INC
+$78.8K
2,518
+1%
增持
LOW
LOWES COS INC
-$76.7K
2,462
+1%
增持
BAC
BANK AMERICA CORP
+$76.5K
40,121
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$67.9K
4,392
+1%
减持
ABNB
AIRBNB INC
-$65.1K
4,758
-0%
减持
PEP
PEPSICO INC
-$64.4K
3,435
-5%
增持
ABBV
ABBVIE INC
-$64.2K
21,924
+4%
增持
TDG
TRANSDIGM GROUP INC
+$63.4K
789
+3%
增持
NET
CLOUDFLARE INC
-$60.1K
4,932
+2%
增持
J
JACOBS SOLUTIONS INC
-$58.9K
4,804
+1%
减持
—
ASML HOLDING N V
+$58.9K
1,350
-1%
增持
PNC
PNC FINL SVCS GROUP INC
-$57.1K
22,408
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$52.9K
1,016
+2%
增持
DE
DEERE & CO
-$50.4K
1,371
+0%
增持
CLX
CLOROX CO DEL
-$48.9K
3,031
+0%
减持
KLAC
KLA CORP
+$46.5K
408
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$46.2K
1,625
+1%
减持
EOG
EOG RES INC
-$45.3K
7,286
-3%
减持
FFBC
FIRST FINL BANCORP OH
-$43.9K
71,421
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$39.7K
919
-0%
增持
CSX
CSX CORP
-$38.1K
11,332
+1%
增持
FSK
FS KKR CAP CORP
+$34.7K
25,209
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$29.4K
3,148
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$25.5K
313,121
+4%
增持
KR
KROGER CO
-$25.3K
8,690
+8%
减持
SCHZ
SCHWAB STRATEGIC TR
-$25.1K
5,841
-8%
增持
—
EXXON MOBIL CORP
+$21.9K
4,305
+6%
