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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 56
减持 73
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
TCAF
T ROWE PRICE ETF INC
+$11.2M
336,875
减持
SCHY
SCHWAB STRATEGIC TR
-$10.9M
123,587
-76%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.3M
982,263
+36%
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
VTV
VANGUARD INDEX FDS
+$7.0M
41,227
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$4.0M
164,814
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$4.0M
159,627
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.9M
814,475
+9%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.3M
269,033
+22%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.3M
58,265
-25%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
97,245
+2%
减持
NVO
NOVO-NORDISK A S
-$2.2M
29,060
-27%
减持
FCX
FREEPORT-MCMORAN INC
-$2.2M
62,450
-31%
减持
AMGN
AMGEN INC
-$2.1M
10,796
-29%
减持
GE
GE AEROSPACE
-$2.1M
21,204
-29%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
9,412
-18%
增持
TCHP
T ROWE PRICE ETF INC
+$2.0M
247,258
+16%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.8M
2,496,188
+8%
减持
—
LINDE PLC
-$1.7M
7,416
-26%
减持
AAPL
APPLE INC
-$1.6M
61,842
-16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
340,031
+11%
减持
STZ
CONSTELLATION BRANDS INC
-$1.6M
7,575
-41%
减持
MSFT
MICROSOFT CORP
-$1.5M
25,253
-10%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
129,204
-3%
减持
CMCSA
COMCAST CORP NEW
-$1.4M
56,919
-33%
减持
HD
HOME DEPOT INC
-$1.4M
14,397
-16%
减持
URI
UNITED RENTALS INC
-$1.4M
3,096
-30%
减持
ABBV
ABBVIE INC
-$1.4M
17,075
-24%
减持
ARMK
ARAMARK
-$1.4M
71,818
-31%
减持
UNP
UNION PAC CORP
-$1.3M
11,495
-28%
减持
MCD
MCDONALDS CORP
-$1.3M
10,294
-27%
减持
TXN
TEXAS INSTRS INC
-$1.3M
12,903
-28%
减持
TRP
TC ENERGY CORP
-$1.3M
60,048
-30%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.2M
13,651
-26%
减持
CNQ
CANADIAN NAT RES LTD
-$1.2M
69,218
-31%
减持
ABT
ABBOTT LABS
-$1.2M
32,032
-24%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
45,675
-10%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.1M
313,335
+17%
减持
PCG
PG&E CORP
-$1.1M
133,506
-30%
减持
EQIX
EQUINIX INC
-$1.0M
2,816
-32%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.0M
15,921
-28%
增持
FBND
FIDELITY MERRIMACK STR TR
+$963.7K
354,014
+11%
减持
AVGO
BROADCOM INC
+$916.0K
37,367
-17%
减持
AMZN
AMAZON COM INC
+$893.0K
30,885
-2%
减持
WMT
WALMART INC
-$870.4K
5,756
-67%
增持
THYF
T ROWE PRICE ETF INC
+$868.9K
141,575
+15%
增持
SCHB
SCHWAB STRATEGIC TR
-$855.2K
227,906
+151%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$767.4K
279,305
+13%
增持
VXUS
VANGUARD STAR FDS
-$718.0K
483,717
+7%
减持
RTX
RTX CORPORATION
-$694.5K
32,748
-12%
建仓
ACWI
ISHARES TR
+$672.2K
5,721
增持
SCHG
SCHWAB STRATEGIC TR
+$658.2K
670,229
+287%
减持
JPM
JPMORGAN CHASE & CO.
-$653.9K
29,728
-19%
增持
AGG
ISHARES TR
-$650.4K
225,706
+1%
减持
TSLA
TESLA INC
+$642.3K
5,361
-8%
增持
SCHA
SCHWAB STRATEGIC TR
-$631.7K
421,280
+88%
减持
ELV
ELEVANCE HEALTH INC
-$626.4K
2,944
-11%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$577.4K
141,698
+12%
增持
CME
CME GROUP INC
+$571.5K
8,190
+36%
减持
DHR
DANAHER CORPORATION
-$548.6K
5,347
-16%
减持
LLY
ELI LILLY & CO
-$531.9K
2,968
-7%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$500.9K
291,042
+10%
增持
GOOGL
ALPHABET INC
+$483.9K
8,129
+28%
增持
NVDA
NVIDIA CORPORATION
+$479.3K
26,582
+4%
减持
REGN
REGENERON PHARMACEUTICALS
-$458.0K
489
-36%
减持
—
ASML HOLDING N V
-$435.6K
997
-26%
建仓
MA
MASTERCARD INCORPORATED
+$426.1K
809
减持
UBER
UBER TECHNOLOGIES INC
-$423.0K
14,452
-16%
减持
MRK
MERCK & CO INC
-$404.6K
7,163
-27%
清仓
PJUL
INNOVATOR ETFS TRUST
-$393.1K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$384.1K
193,571
+7%
增持
BIL
SPDR SER TR
+$380.5K
17,569
+32%
增持
META
META PLATFORMS INC
+$362.8K
7,764
+6%
增持
BND
VANGUARD BD INDEX FDS
-$362.2K
143,391
+1%
减持
MSTR
MICROSTRATEGY INC
+$351.8K
4,129
-18%
增持
TMSL
T ROWE PRICE ETF INC
+$342.8K
164,319
+8%
减持
V
VISA INC
-$334.7K
18,068
-18%
减持
NEE
NEXTERA ENERGY INC
-$326.2K
21,861
-2%
增持
SCHD
SCHWAB STRATEGIC TR
-$324.6K
874,273
+205%
减持
IJR
ISHARES TR
-$319.4K
37,999
-5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$315.7K
479,569
+12%
建仓
MS
MORGAN STANLEY
+$314.2K
2,499
增持
—
INVESCO EXCH TRD SLF IDX FD
+$312.1K
203,914
+8%
清仓
BJUL
INNOVATOR ETFS TRUST
-$299.9K
0
-100%
清仓
UJUL
INNOVATOR ETFS TRUST
-$298.7K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$297.1K
231,362
+8%
减持
SPGI
S&P GLOBAL INC
-$286.2K
3,253
-12%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$283.7K
217,916
+8%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$282.6K
152,587
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$277.9K
2,123
+26%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$277.4K
2,740
-18%
增持
CINF
CINCINNATI FINL CORP
+$276.7K
29,149
+1%
减持
TDG
TRANSDIGM GROUP INC
-$264.3K
689
-14%
增持
TJX
TJX COS INC NEW
+$263.6K
10,221
+24%
清仓
CVS
CVS HEALTH CORP
-$263.5K
0
-100%
清仓
TDVG
T ROWE PRICE ETF INC
-$261.1K
0
-100%
建仓
SOBO
SOUTH BOW CORP
+$260.6K
11,058
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$258.8K
9,967
减持
EOG
EOG RES INC
-$252.0K
5,601
-27%
建仓
CNP
CENTERPOINT ENERGY INC
+$233.0K
7,344
清仓
MELI
MERCADOLIBRE INC
-$231.9K
0
-100%
减持
ATI
ATI INC
-$226.6K
4,544
-36%
清仓
BALT
INNOVATOR ETFS TRUST
-$223.3K
0
-100%
减持
NFLX
NETFLIX INC
+$222.5K
1,744
-7%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$219.9K
1,147
-22%
建仓
BTI
BRITISH AMERN TOB PLC
+$219.4K
6,042
增持
HON
HONEYWELL INTL INC
+$217.1K
6,668
+7%
减持
SHW
SHERWIN WILLIAMS CO
-$215.3K
2,444
-11%
减持
—
ROYAL CARIBBEAN GROUP
+$214.2K
4,395
-3%
减持
COST
COSTCO WHSL CORP NEW
-$214.1K
1,321
-18%
建仓
USB
US BANCORP DEL
+$210.2K
4,394
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$208.3K
12,895
-19%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$205.2K
19,541
-19%
减持
BA
BOEING CO
-$204.6K
3,645
-35%
清仓
ENB
ENBRIDGE INC
-$200.7K
0
-100%
减持
CRM
SALESFORCE INC
+$197.1K
4,181
-5%
减持
CAT
CATERPILLAR INC
-$196.9K
3,667
-6%
增持
AXP
AMERICAN EXPRESS CO
+$185.0K
4,088
+8%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$183.4K
171,804
+9%
增持
KR
KROGER CO
+$182.6K
12,929
+22%
减持
ABNB
AIRBNB INC
-$168.7K
3,281
-31%
减持
ISRG
INTUITIVE SURGICAL INC
-$167.9K
2,724
-16%
减持
NSEP
INNOVATOR ETFS TRUST
-$160.9K
20,472
-26%
减持
VZ
VERIZON COMMUNICATIONS INC
-$139.6K
23,873
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$137.7K
12,357
+19%
减持
GS
GOLDMAN SACHS GROUP INC
+$133.9K
3,269
-7%
减持
SHOP
SHOPIFY INC
+$128.1K
9,933
-14%
增持
—
ACCENTURE PLC IRELAND
+$125.7K
1,105
+49%
增持
PM
PHILIP MORRIS INTL INC
+$123.4K
7,027
+18%
增持
FFBC
FIRST FINL BANCORP OH
+$119.2K
72,049
+0%
减持
CVX
CHEVRON CORP NEW
-$103.2K
7,244
-7%
减持
MPC
MARATHON PETE CORP
-$91.0K
3,136
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$88.6K
29,980
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$74.8K
1,223
+17%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$74.7K
45,861
-4%
增持
CSCO
CISCO SYS INC
+$66.4K
7,053
+7%
增持
NOW
SERVICENOW INC
+$63.0K
272
+8%
减持
GOOG
ALPHABET INC
-$61.7K
29,428
-13%
减持
EOSE
EOS ENERGY ENTERPRISES INC
+$60.6K
126,507
-32%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$60.1K
1,279
+15%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$59.5K
6,362
+10%
清仓
AUR
AURORA INNOVATION INC
-$59.2K
0
-100%
增持
LOW
LOWES COS INC
-$57.4K
2,475
+0%
增持
PEP
PEPSICO INC
+$56.4K
4,274
+22%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$55.6K
12,507
+10%
减持
BAC
BANK AMERICA CORP
-$55.2K
34,670
-13%
增持
MO
ALTRIA GROUP INC
+$53.8K
5,488
+20%
增持
QQQ
INVESCO QQQ TR
+$51.0K
1,437
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$50.6K
3,151
+0%
增持
KLAC
KLA CORP
-$48.3K
431
+4%
减持
NET
CLOUDFLARE INC
+$44.4K
4,182
-17%
