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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 50
减持 70
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
SCHA
SCHWAB STRATEGIC TR
-$9.3M
66,737
-84%
增持
TCAF
T ROWE PRICE ETF INC
+$9.3M
635,221
+89%
增持
TMSL
T ROWE PRICE ETF INC
+$8.6M
455,308
+177%
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。
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.4M
1,208,802
+23%
增持
VTV
VANGUARD INDEX FDS
+$5.9M
74,680
+81%
减持
VOO
VANGUARD INDEX FDS
-$5.5M
91,279
-6%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$5.0M
688,423
+44%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.0M
457,335
+29%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$4.7M
2,678,280
+7%
建仓
IJH
ISHARES TR
+$4.6M
78,007
增持
VXUS
VANGUARD STAR FDS
+$3.8M
519,970
+7%
清仓
SCHM
SCHWAB STRATEGIC TR
-$3.8M
0
-100%
减持
AVGO
BROADCOM INC
-$3.8M
29,269
-22%
减持
IJR
ISHARES TR
-$3.7M
6,597
-83%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$3.1M
185,652
减持
AGG
ISHARES TR
-$2.7M
193,925
-14%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.6M
78,221
-62%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.6M
120,220
-47%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.4M
941,678
+8%
减持
AAPL
APPLE INC
-$2.4M
58,730
-5%
减持
MSFT
MICROSOFT CORP
-$2.1M
22,881
-9%
减持
SCHY
SCHWAB STRATEGIC TR
-$2.0M
33,639
-73%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.9M
669,065
-0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.8M
34,777
-40%
减持
PCG
PG&E CORP
-$1.6M
62,223
-53%
减持
FCX
FREEPORT-MCMORAN INC
-$1.6M
20,193
-68%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
369,446
+9%
减持
JPM
JPMORGAN CHASE & CO.
-$1.6M
22,694
-24%
减持
EQIX
EQUINIX INC
-$1.5M
1,428
-49%
减持
PNC
PNC FINL SVCS GROUP INC
-$1.5M
9,141
-43%
减持
ARMK
ARAMARK
-$1.4M
35,829
-50%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.4M
365,103
+17%
减持
GOOG
ALPHABET INC
-$1.4M
27,229
-7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.3M
331,274
+23%
减持
URI
UNITED RENTALS INC
-$1.3M
1,427
-54%
减持
TRP
TC ENERGY CORP
-$1.3M
32,011
-47%
减持
NVO
NOVO-NORDISK A S
-$1.3M
17,656
-39%
减持
HD
HOME DEPOT INC
-$1.3M
11,858
-18%
减持
CNQ
CANADIAN NAT RES LTD
-$1.2M
28,838
-58%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
6,713
-29%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
158,657
+12%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
27,328
-52%
减持
TXN
TEXAS INSTRS INC
-$1.1M
7,194
-44%
减持
UNP
UNION PAC CORP
-$1.1M
6,407
-44%
减持
STZ
CONSTELLATION BRANDS INC
-$1.1M
3,217
-58%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$1.0M
192,359
+17%
增持
DIVO
AMPLIFY ETF TR
+$1.0M
217,016
+12%
减持
AMZN
AMAZON COM INC
-$985.1K
30,436
-1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$952.2K
881,268
+8%
减持
V
VISA INC
-$907.5K
13,704
-24%
减持
AMGN
AMGEN INC
-$893.7K
6,163
-43%
减持
—
LINDE PLC
-$887.1K
4,763
-36%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$881.8K
311,399
+11%
增持
BND
VANGUARD BD INDEX FDS
+$839.7K
151,818
+6%
减持
TSLA
TESLA INC
-$824.9K
5,171
-4%
减持
ABT
ABBOTT LABS
-$769.7K
21,511
-33%
减持
MCD
MCDONALDS CORP
-$763.5K
7,109
-31%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$763.2K
42,174
-8%
减持
MRSH
MARSH & MCLENNAN COS INC
-$756.3K
8,783
-36%
增持
THYF
T ROWE PRICE ETF INC
+$714.3K
157,492
+11%
清仓
ACWI
ISHARES TR
-$672.2K
0
-100%
减持
ABBV
ABBVIE INC
-$584.9K
11,690
-32%
增持
PM
PHILIP MORRIS INTL INC
+$562.6K
8,873
+26%
减持
GE
GE AEROSPACE
-$550.6K
14,919
-30%
建仓
AEM
AGNICO EAGLE MINES LTD
+$537.9K
4,962
清仓
NSEP
INNOVATOR ETFS TRUST
-$525.6K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$517.8K
256,496
+11%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$512.4K
176,115
+15%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$497.8K
13,553
-31%
增持
BTI
BRITISH AMERN TOB PLC
+$497.8K
17,336
+187%
减持
MRK
MERCK & CO INC
-$470.9K
2,692
-62%
减持
DHR
DANAHER CORPORATION
-$465.2K
3,719
-30%
建仓
MDLZ
MONDELEZ INTL INC
+$465.0K
6,854
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$461.5K
241,045
+11%
增持
CRM
SALESFORCE INC
+$457.4K
6,913
+65%
增持
TCHP
T ROWE PRICE ETF INC
+$453.2K
285,251
+15%
减持
ISRG
INTUITIVE SURGICAL INC
-$441.2K
1,980
-27%
清仓
MPC
MARATHON PETE CORP
-$437.5K
0
-100%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$427.6K
193,121
+12%
减持
RTX
RTX CORPORATION
-$427.0K
25,386
-22%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$399.2K
25,300
+154%
减持
MSTR
MICROSTRATEGY INC
-$391.6K
2,790
-32%
减持
BAC
BANK AMERICA CORP
-$379.6K
27,417
-21%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$339.5K
312,168
+7%
减持
SHOP
SHOPIFY INC
-$337.2K
7,530
-24%
增持
META
META PLATFORMS INC
+$335.9K
8,470
+9%
建仓
WELL
WELLTOWER INC
+$321.3K
2,097
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$316.2K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$304.0K
2,713
减持
—
ASML HOLDING N V
-$301.4K
588
-41%
清仓
NOW
SERVICENOW INC
-$288.4K
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$279.7K
3,217
增持
ELV
ELEVANCE HEALTH INC
+$278.5K
3,138
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$275.9K
1,559
+27%
增持
MA
MASTERCARD INCORPORATED
+$272.8K
1,275
+58%
建仓
CVS
CVS HEALTH CORP
+$272.3K
4,018
清仓
SOBO
SOUTH BOW CORP
-$260.6K
0
-100%
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$260.5K
1,984
建仓
PAYX
PAYCHEX INC
+$258.9K
1,678
清仓
ATI
ATI INC
-$250.1K
0
-100%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$249.5K
167,070
+5%
减持
HON
HONEYWELL INTL INC
-$245.7K
5,953
-11%
增持
—
EXXON MOBIL CORP
+$241.5K
6,418
+32%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$241.3K
2,990
增持
KO
COCA COLA CO
+$240.8K
8,650
+42%
清仓
ZJUL
INNOVATOR ETFS TRUST
-$238.7K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$238.0K
122
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$236.5K
5,937
-4%
增持
CVX
CHEVRON CORP NEW
+$236.5K
7,685
+6%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$232.4K
673
清仓
IESC
IES HLDGS INC
-$231.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$229.6K
1,814
-15%
建仓
—
MEDTRONIC PLC
+$228.3K
2,541
建仓
—
DISCOVER FINL SVCS
+$221.6K
1,298
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$219.9K
2,606
建仓
MU
MICRON TECHNOLOGY INC
+$213.2K
2,454
减持
ABNB
AIRBNB INC
-$212.5K
1,830
-44%
建仓
—
ASTRAZENECA PLC
+$212.2K
2,887
减持
EOG
EOG RES INC
-$212.2K
3,699
-34%
清仓
USB
US BANCORP DEL
-$210.2K
0
-100%
建仓
—
CHUBB LIMITED
+$208.7K
691
增持
PEP
PEPSICO INC
+$189.2K
5,596
+31%
减持
—
ROYAL CARIBBEAN GROUP
-$188.8K
4,016
-9%
增持
DUK
DUKE ENERGY CORP NEW
+$186.3K
12,443
+1%
减持
COST
COSTCO WHSL CORP NEW
-$184.1K
1,085
-18%
增持
JNJ
JOHNSON & JOHNSON
+$179.8K
3,065
+35%
增持
MO
ALTRIA GROUP INC
+$164.4K
7,521
+37%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$160.6K
1,793
-35%
增持
NVDA
NVIDIA CORPORATION
-$159.4K
31,466
+18%
增持
MS
MORGAN STANLEY
+$154.7K
4,019
+61%
减持
NET
CLOUDFLARE INC
-$139.2K
2,761
-34%
减持
FFBC
FIRST FINL BANCORP OH
-$138.7K
71,975
-0%
减持
TDG
TRANSDIGM GROUP INC
-$135.9K
533
-23%
增持
CNP
CENTERPOINT ENERGY INC
+$131.5K
10,062
+37%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$130.3K
5,316
-2%
增持
—
ACCENTURE PLC IRELAND
+$126.1K
1,650
+49%
减持
GS
GOLDMAN SACHS GROUP INC
-$125.6K
3,196
-2%
减持
BA
BOEING CO
-$122.1K
3,067
-16%
减持
NFLX
NETFLIX INC
-$120.2K
1,538
-12%
减持
PG
PROCTER AND GAMBLE CO
+$119.1K
127,803
-1%
增持
GOOGL
ALPHABET INC
+$111.6K
10,672
+31%
增持
NOC
NORTHROP GRUMMAN CORP
+$110.6K
1,137
+13%
增持
CAT
CATERPILLAR INC
-$104.8K
3,716
+1%
减持
CINF
CINCINNATI FINL CORP
+$103.4K
29,056
-0%
减持
SPGI
S&P GLOBAL INC
-$98.8K
2,994
-8%
减持
LLY
ELI LILLY & CO
+$95.6K
2,890
-3%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$93.7K
837
-36%
增持
COP
CONOCOPHILLIPS
+$93.1K
2,943
+35%
减持
REGN
REGENERON PHARMACEUTICALS
-$85.7K
414
-15%
增持
AXP
AMERICAN EXPRESS CO
+$84.4K
4,824
+18%
