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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 67
减持 51
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.2M
1,298,522
+7%
增持
VOO
VANGUARD INDEX FDS
+$6.9M
94,673
+4%
增持
TCAF
T ROWE PRICE ETF INC
+$5.1M
726,645
+14%
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
CGUS
CAPITAL GROUP CORE EQUITY ET
+$5.0M
932,782
+6%
增持
VXUS
VANGUARD STAR FDS
+$4.5M
532,757
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.5M
364,518
+10%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.4M
688,474
+3%
增持
MSFT
MICROSOFT CORP
+$3.4M
24,014
+5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.2M
740,699
+8%
增持
AVGO
BROADCOM INC
+$3.2M
29,364
+0%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.1M
2,811,977
+5%
增持
TCHP
T ROWE PRICE ETF INC
+$2.9M
302,768
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
3,464
-48%
减持
PG
PROCTER AND GAMBLE CO
-$2.4M
121,628
-5%
增持
TMSL
T ROWE PRICE ETF INC
+$2.4M
495,161
+9%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
36,419
+16%
增持
META
META PLATFORMS INC
+$1.9M
9,239
+9%
增持
VTV
VANGUARD INDEX FDS
+$1.9M
83,891
+12%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.7M
330,947
+6%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.7M
493,951
+8%
减持
AAPL
APPLE INC
-$1.2M
57,890
-1%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$993.4K
205,802
+7%
减持
ABBV
ABBVIE INC
-$930.8K
8,181
-30%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$912.3K
398,518
+9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$892.5K
386,692
+5%
减持
CRM
SALESFORCE INC
-$858.4K
3,655
-47%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$732.8K
171,339
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$693.2K
169,160
+7%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$684.0K
332,556
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$674.7K
43,270
+3%
增持
THYF
T ROWE PRICE ETF INC
+$650.0K
167,287
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$614.1K
21,320
-6%
增持
DIVO
AMPLIFY ETF TR
+$608.2K
222,231
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$583.6K
38,738
-42%
减持
NFLX
NETFLIX INC
+$582.5K
1,506
-2%
增持
TSLA
TESLA INC
+$562.7K
5,990
+16%
减持
UNP
UNION PAC CORP
-$558.4K
4,152
-35%
减持
PCG
PG&E CORP
-$554.9K
36,877
-41%
增持
GOOGL
ALPHABET INC
+$546.9K
12,468
+17%
减持
PNC
PNC FINL SVCS GROUP INC
-$539.4K
5,726
-37%
增持
BTI
BRITISH AMERN TOB PLC
+$531.3K
26,379
+52%
建仓
COF
CAPITAL ONE FINL CORP
+$528.3K
2,483
减持
AMZN
AMAZON COM INC
+$525.0K
28,788
-5%
建仓
UJUL
INNOVATOR ETFS TRUST
+$521.2K
14,168
增持
IJH
ISHARES TR
+$513.7K
81,674
+5%
增持
—
ROYAL CARIBBEAN GROUP
+$502.4K
4,239
+6%
减持
GE
GE AEROSPACE
+$500.4K
13,546
-9%
减持
MRSH
MARSH & MCLENNAN COS INC
-$499.7K
7,518
-14%
减持
ABT
ABBOTT LABS
-$494.0K
17,348
-19%
增持
RTX
RTX CORPORATION
+$489.3K
26,380
+4%
减持
PEP
PEPSICO INC
-$480.6K
2,715
-51%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$464.8K
211,249
+14%
减持
TXN
TEXAS INSTRS INC
-$417.5K
4,216
-41%
减持
EQIX
EQUINIX INC
-$416.8K
940
-34%
减持
TRP
TC ENERGY CORP
-$410.8K
22,554
-30%
减持
CMCSA
COMCAST CORP NEW
-$394.1K
17,213
-37%
减持
SCHY
SCHWAB STRATEGIC TR
-$384.1K
17,174
-49%
减持
BIL
SPDR SERIES TRUST
-$381.2K
13,986
-23%
减持
ELV
ELEVANCE HEALTH INC
-$379.2K
2,534
-19%
增持
GEV
GE VERNOVA INC
+$363.1K
1,382
+15%
减持
MCD
MCDONALDS CORP
-$346.0K
6,416
-10%
减持
AMGN
AMGEN INC
-$344.7K
5,643
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$338.5K
5,632
+6%
减持
CNQ
CANADIAN NAT RES LTD
-$337.7K
17,531
-39%
建仓
IESC
IES HLDGS INC
+$337.4K
1,139
增持
CEG
CONSTELLATION ENERGY CORP
+$331.0K
2,096
+22%
建仓
NOW
SERVICENOW INC
+$330.0K
321
清仓
CSX
CSX CORP
-$329.8K
0
-100%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$329.5K
11,694
减持
GOOG
ALPHABET INC
+$322.4K
25,799
-5%
减持
V
VISA INC
-$321.3K
12,622
-8%
增持
CAT
CATERPILLAR INC
+$317.5K
3,975
+7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$312.9K
5,733
-3%
增持
SCHD
SCHWAB STRATEGIC TR
-$305.7K
982,022
+4%
减持
NVO
NOVO-NORDISK A S
-$304.8K
13,347
-24%
建仓
KKR
KKR & CO INC
+$300.3K
2,257
减持
ARMK
ARAMARK
-$291.6K
22,574
-37%
增持
MDLZ
MONDELEZ INTL INC
+$286.6K
11,146
+63%
减持
STZ
CONSTELLATION BRANDS INC
-$280.4K
1,906
-41%
增持
ORCL
ORACLE CORP
+$273.7K
2,455
+31%
增持
KO
COCA COLA CO
+$273.6K
12,624
+46%
清仓
REGN
REGENERON PHARMACEUTICALS
-$262.6K
0
-100%
减持
—
LINDE PLC
-$261.8K
4,169
-12%
建仓
GD
GENERAL DYNAMICS CORP
+$261.6K
897
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$261.4K
9,724
清仓
AFG
AMERICAN FINL GROUP INC OHIO
-$260.5K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$259.9K
65,655
-16%
建仓
WFC
WELLS FARGO CO NEW
+$259.1K
3,233
减持
GS
GOLDMAN SACHS GROUP INC
+$253.7K
2,825
-12%
减持
DHR
DANAHER CORPORATION
-$251.4K
2,586
-30%
减持
FCX
FREEPORT-MCMORAN INC
-$250.5K
11,857
-41%
增持
MA
MASTERCARD INCORPORATED
+$249.7K
1,688
+32%
建仓
IVV
ISHARES TR
+$249.7K
402
建仓
AMAT
APPLIED MATLS INC
+$247.4K
1,352
建仓
DIS
DISNEY WALT CO
+$247.1K
1,993
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$245.3K
605
增持
AGG
ISHARES TR
+$245.0K
195,848
+1%
减持
SCHB
SCHWAB STRATEGIC TR
-$241.4K
98,485
-18%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$241.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$240.0K
7,303
-5%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$236.9K
186,475
+6%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$236.4K
1,666
建仓
TFC
TRUIST FINL CORP
+$236.3K
5,496
清仓
PFE
PFIZER INC
-$235.5K
0
-100%
减持
EOG
EOG RES INC
-$234.2K
2,008
-46%
建仓
SRE
SEMPRA
+$234.1K
3,090
减持
IJR
ISHARES TR
-$233.0K
4,180
-37%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$232.9K
252,482
+5%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$232.2K
872
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$231.3K
203,734
+5%
减持
HD
HOME DEPOT INC
-$230.9K
11,223
-5%
减持
UBER
UBER TECHNOLOGIES INC
+$230.7K
12,322
-2%
建仓
USB
US BANCORP DEL
+$229.8K
5,077
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$228.3K
3,288
+26%
建仓
APD
AIR PRODS & CHEMS INC
+$227.7K
807
增持
MRK
MERCK & CO INC
+$224.1K
5,884
+119%
清仓
—
DISCOVER FINL SVCS
-$221.6K
0
-100%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$219.7K
2,699
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$219.7K
266,894
+4%
减持
AXP
AMERICAN EXPRESS CO
+$219.0K
4,755
-1%
清仓
ABNB
AIRBNB INC
-$218.6K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$212.5K
537
建仓
IR
INGERSOLL RAND INC
+$211.9K
2,548
清仓
FDX
FEDEX CORP
-$208.0K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$206.8K
2,782
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$202.2K
806
增持
MS
MORGAN STANLEY
+$197.5K
4,731
+18%
减持
MO
ALTRIA GROUP INC
-$188.9K
4,477
-40%
增持
SBUX
STARBUCKS CORP
+$186.0K
5,700
+66%
减持
JNJ
JOHNSON & JOHNSON
-$178.1K
2,162
-29%
增持
MU
MICRON TECHNOLOGY INC
+$172.5K
3,129
+28%
增持
BA
BOEING CO
+$163.6K
3,277
+7%
减持
URI
UNITED RENTALS INC
-$150.7K
987
-31%
增持
HON
HONEYWELL INTL INC
+$149.2K
6,054
+2%
增持
QQQ
INVESCO QQQ TR
+$148.7K
1,590
+2%
增持
MELI
MERCADOLIBRE INC
+$138.4K
144
+18%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$135.5K
10,758
-18%
增持
—
MEDTRONIC PLC
+$121.9K
4,017
+58%
增持
—
ACCENTURE PLC IRELAND
+$119.1K
2,121
+29%
减持
NET
CLOUDFLARE INC
+$110.7K
2,154
-22%
增持
PGR
PROGRESSIVE CORP
+$109.2K
2,681
+25%
增持
SPY
SPDR S&P 500 ETF TR
+$108.7K
1,818
+0%
减持
COST
COSTCO WHSL CORP NEW
-$107.6K
928
-14%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$102.6K
29,166
+15%
减持
ISRG
INTUITIVE SURGICAL INC
-$102.5K
1,616
-18%
增持
CSCO
CISCO SYS INC
+$98.3K
8,139
+8%
增持
CTAS
CINTAS CORP
+$92.5K
2,768
+8%
增持
WELL
WELLTOWER INC
+$89.6K
2,673
+27%
增持
—
CHUBB LIMITED
+$88.0K
1,024
+48%
增持
KLAC
KLA CORP
+$88.0K
363
+4%
