小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 81
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$14.2M
95,062
+32%
减持
TDVG
T ROWE PRICE ETF INC
-$10.7M
6,374
-98%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$5.7M
2,318,191
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。
+8%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.7M
319,231
+56%
建仓
TMSL
T ROWE PRICE ETF INC
+$5.0M
152,670
减持
IJR
ISHARES TR
-$3.9M
40,164
-50%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$3.8M
1,111
-94%
增持
FCX
FREEPORT-MCMORAN INC
+$3.7M
90,919
+441%
增持
UNP
UNION PAC CORP
+$3.6M
16,047
+1032%
减持
COP
CONOCOPHILLIPS
-$3.5M
2,153
-93%
增持
MCD
MCDONALDS CORP
+$3.2M
14,160
+236%
增持
VXUS
VANGUARD STAR FDS
+$2.6M
451,398
+2%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.3M
723,742
-1%
增持
GE
GE AEROSPACE
+$2.2M
29,705
+39%
减持
AGG
ISHARES TR
-$1.9M
222,389
-12%
增持
DIVO
AMPLIFY ETF TR
+$1.5M
180,909
+18%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$1.3M
747,042
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.2M
223,805
+3%
减持
CARR
CARRIER GLOBAL CORPORATION
+$1.2M
78,012
-3%
增持
HD
HOME DEPOT INC
+$1.2M
17,227
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
3,236
+219%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
305,456
+7%
增持
META
META PLATFORMS INC
+$1.0M
7,308
+18%
建仓
AXP
AMERICAN EXPRESS CO
+$1.0M
3,792
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.0M
246,122
+14%
减持
SCHY
SCHWAB STRATEGIC TR
+$979.3K
525,047
-3%
清仓
DG
DOLLAR GEN CORP NEW
-$972.4K
0
-100%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$934.0K
268,707
+13%
增持
NVO
NOVO-NORDISK A S
-$932.1K
39,759
+0%
减持
AAPL
APPLE INC
+$904.0K
73,487
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$899.7K
11,521
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$894.0K
172,980
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$883.5K
50,938
+1%
建仓
BA
BOEING CO
+$849.8K
5,589
清仓
WCN
WASTE CONNECTIONS INC
-$847.2K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$844.0K
5,006
增持
TRP
TC ENERGY CORP
+$843.1K
85,817
+0%
建仓
—
ROYAL CARIBBEAN GROUP
+$799.7K
4,509
减持
BIL
SPDR SER TR
-$791.5K
13,352
-39%
增持
URI
UNITED RENTALS INC
+$781.2K
4,395
+2%
增持
—
LINDE PLC
+$778.8K
10,086
+10%
清仓
CNC
CENTENE CORP DEL
-$754.8K
0
-100%
减持
RTX
RTX CORPORATION
+$751.2K
37,009
-0%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$724.0K
126,465
+6%
减持
PG
PROCTER AND GAMBLE CO
+$704.7K
133,465
-2%
减持
GOOG
ALPHABET INC
-$700.1K
33,889
-2%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$697.4K
426,966
-10%
建仓
NSEP
INNOVATOR ETFS TRUST
+$686.5K
27,483
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$674.0K
265,452
+7%
清仓
J
JACOBS SOLUTIONS INC
-$671.2K
0
-100%
增持
ABBV
ABBVIE INC
+$651.2K
22,340
+2%
减持
PNC
PNC FINL SVCS GROUP INC
+$605.3K
22,122
-1%
增持
EQIX
EQUINIX INC
+$548.3K
4,143
+0%
清仓
DE
DEERE & CO
-$512.3K
0
-100%
清仓
FSK
FS KKR CAP CORP
-$497.4K
0
-100%
增持
AMGN
AMGEN INC
+$488.9K
15,174
+8%
减持
CINF
CINCINNATI FINL CORP
+$487.8K
28,739
-1%
增持
PCG
PG&E CORP
+$481.8K
190,242
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$473.6K
5,578
+27%
减持
MSFT
MICROSOFT CORP
-$470.3K
28,197
-0%
增持
THYF
T ROWE PRICE ETF INC
+$466.8K
123,640
+6%
减持
ARMK
ARAMARK
+$453.1K
104,572
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$434.0K
220,400
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$422.0K
90,630
+2%
增持
TSLA
TESLA INC
+$411.4K
5,820
+4%
增持
CMCSA
COMCAST CORP NEW
+$396.9K
84,553
+6%
减持
BND
VANGUARD BD INDEX FDS
+$391.4K
142,105
-0%
增持
AVGO
BROADCOM INC
-$383.8K
44,911
+787%
增持
V
VISA INC
+$377.0K
21,985
+2%
建仓
ZSEP
INNOVATOR ETFS TRUST
+$365.9K
14,713
减持
ABT
ABBOTT LABS
+$314.9K
42,193
-2%
建仓
CEG
CONSTELLATION ENERGY CORP
+$314.4K
1,209
建仓
GEV
GE VERNOVA INC
+$312.9K
1,227
增持
NEE
NEXTERA ENERGY INC
+$309.5K
22,399
+0%
增持
CAT
CATERPILLAR INC
+$308.9K
3,905
+7%
增持
SPGI
S&P GLOBAL INC
+$303.4K
3,689
+3%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$288.8K
15,617
-74%
建仓
—
ACCENTURE PLC IRELAND
+$263.0K
744
增持
—
ASML HOLDING N V
-$254.1K
1,352
+0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$244.9K
213,479
+3%
建仓
SBUX
STARBUCKS CORP
+$244.3K
2,505
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$242.4K
157,761
+5%
建仓
IESC
IES HLDGS INC
+$241.3K
1,209
建仓
ZJUL
INNOVATOR ETFS TRUST
+$236.3K
8,825
增持
FFBC
FIRST FINL BANCORP OH
+$230.5K
72,038
+1%
增持
STZ
CONSTELLATION BRANDS INC
+$227.4K
12,783
+7%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$226.8K
135,650
+6%
减持
SHW
SHERWIN WILLIAMS CO
+$226.0K
2,740
-0%
减持
CSCO
CISCO SYS INC
-$224.7K
6,598
-46%
清仓
CNP
CENTERPOINT ENERGY INC
-$220.0K
0
-100%
减持
WMT
WALMART INC
+$219.6K
17,219
-0%
增持
CNQ
CANADIAN NAT RES LTD
-$219.0K
100,600
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$218.5K
18,529
-0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$214.1K
201,964
+4%
建仓
ORCL
ORACLE CORP
+$212.7K
1,248
减持
TCHP
T ROWE PRICE ETF INC
-$207.6K
213,440
-5%
清仓
—
ASTRAZENECA PLC
-$203.9K
0
-100%
增持
AMZN
AMAZON COM INC
-$202.8K
31,572
+0%
建仓
ENB
ENBRIDGE INC
+$200.7K
4,941
减持
SCHM
SCHWAB STRATEGIC TR
+$198.5K
45,629
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$198.4K
188,802
+4%
增持
DHR
DANAHER CORPORATION
+$187.5K
6,388
+0%
增持
KR
KROGER CO
+$174.1K
10,611
+22%
增持
CRM
SALESFORCE INC
+$167.5K
4,386
+9%
增持
SHOP
SHOPIFY INC
+$167.1K
11,581
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$159.2K
10,352
+0%
增持
HON
HONEYWELL INTL INC
+$145.6K
6,237
+16%
减持
GS
GOLDMAN SACHS GROUP INC
+$144.6K
3,510
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$138.5K
286,404
-9%
减持
TXN
TEXAS INSTRS INC
+$131.1K
17,948
-2%
增持
TDG
TRANSDIGM GROUP INC
+$129.4K
797
+1%
增持
LOW
LOWES COS INC
+$125.4K
2,467
+0%
减持
ABNB
AIRBNB INC
-$121.6K
4,730
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$120.2K
3,150
+0%
增持
PM
PHILIP MORRIS INTL INC
+$120.2K
5,950
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$114.9K
24,011
+0%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$114.1K
47,680
+7%
减持
JPM
JPMORGAN CHASE & CO.
+$112.4K
36,897
-3%
增持
QQQ
INVESCO QQQ TR
+$111.0K
1,401
+17%
增持
ATI
ATI INC
+$104.4K
7,125
+6%
增持
GOOGL
ALPHABET INC
-$103.2K
6,360
+0%
减持
QCOM
QUALCOMM INC
-$101.2K
2,354
-7%
增持
NFLX
NETFLIX INC
+$101.0K
1,878
+3%
增持
MRK
MERCK & CO INC
-$99.3K
9,838
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$93.3K
24,366
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$88.9K
927
+1%
减持
LLY
ELI LILLY & CO
-$82.4K
3,187
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$81.8K
1,684
+4%
增持
CLX
CLOROX CO DEL
+$80.3K
3,032
+0%
减持
ELV
ELEVANCE HEALTH INC
-$72.5K
3,293
-0%
增持
CTAS
CINTAS CORP
+$69.4K
2,249
+300%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$68.8K
3,353
-5%
增持
COST
COSTCO WHSL CORP NEW
+$67.4K
1,607
+1%
减持
PGR
PROGRESSIVE CORP
+$66.0K
2,169
-7%
减持
TJX
TJX COS INC NEW
-$65.3K
8,262
-12%
减持
CME
CME GROUP INC
+$63.5K
6,030
-6%
建仓
AUR
AURORA INNOVATION INC
+$59.2K
10,000
增持
FDX
FEDEX CORP
+$58.7K
955
+41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$58.1K
1,042
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$57.0K
17,227
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$56.3K
5,804
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$54.4K
459
+0%
增持
NVDA
NVIDIA CORPORATION
-$52.6K
25,448
+0%
增持
KO
COCA COLA CO
+$47.4K
5,589
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$46.6K
3,964
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$42.7K
27,666
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$42.7K
6,992
-3%
增持
MPC
MARATHON PETE CORP
-$33.9K
3,244
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$33.8K
11,359
+6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$32.8K
15,967
-1%
