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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 11
增持 76
减持 58
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$6.3M
230,840
+2274%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$5.1M
360,489
+75%
减持
TMSL
T ROWE PRICE ETF INC
-$4.4M
337,853
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。
-32%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.3M
581,989
+18%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.6M
2,944,032
+5%
减持
VOO
VANGUARD INDEX FDS
+$3.4M
93,393
-1%
增持
AAPL
APPLE INC
+$3.3M
59,656
+3%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$2.3M
600,668
-19%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.3M
928,455
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
1,036,120
+6%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.2M
1,272,370
-2%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
42,332
+16%
减持
TCAF
T ROWE PRICE ETF INC
+$1.7M
725,126
-0%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.7M
266,296
+43%
减持
GOOG
ALPHABET INC
+$1.6M
25,552
-1%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
88,169
+5%
减持
AVGO
BROADCOM INC
+$1.5M
29,226
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
669,666
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
10,636
-84%
减持
PG
PROCTER AND GAMBLE CO
-$1.1M
119,101
-2%
增持
GOOGL
ALPHABET INC
+$1.0M
13,338
+7%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$973.5K
338,128
+2%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$959.1K
434,745
+9%
增持
AGG
ISHARES TR
+$954.7K
203,319
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$932.3K
404,689
+5%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$920.9K
364,184
+10%
增持
MSFT
MICROSOFT CORP
+$872.3K
24,746
+3%
减持
TSLA
TESLA INC
+$753.5K
5,973
-0%
增持
DIVO
AMPLIFY ETF TR
+$628.1K
226,252
+2%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$611.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$604.4K
31,517
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$516.4K
43,433
+0%
增持
IJH
ISHARES TR
+$515.2K
85,514
+5%
减持
CARR
CARRIER GLOBAL CORPORATION
-$497.5K
27,928
-6%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$496.6K
175,820
+3%
减持
TCHP
T ROWE PRICE ETF INC
+$490.7K
290,941
-4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$484.9K
176,618
+4%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$484.2K
348,402
-4%
增持
THYF
T ROWE PRICE ETF INC
+$481.5K
175,839
+5%
减持
GE
GE AEROSPACE
+$439.8K
13,052
-4%
增持
BND
VANGUARD BD INDEX FDS
+$435.3K
155,040
+3%
减持
HD
HOME DEPOT INC
+$426.1K
11,207
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$411.4K
23,321
-28%
减持
EOSE
EOS ENERGY ENTERPRISES INC
+$408.6K
81,507
-20%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$401.3K
6,086
+6%
增持
ORCL
ORACLE CORP
+$396.9K
3,319
+35%
减持
JPM
JPMORGAN CHASE & CO.
+$387.0K
20,822
-2%
增持
AXP
AMERICAN EXPRESS CO
+$383.7K
5,722
+20%
减持
NVO
NOVO-NORDISK A S
-$383.1K
9,697
-27%
增持
LLY
ELI LILLY & CO
+$378.8K
3,520
+19%
建仓
QDVO
AMPLIFY ETF TR
+$368.0K
12,673
减持
HON
HONEYWELL INTL INC
-$362.9K
4,973
-18%
建仓
VTI
VANGUARD INDEX FDS
+$335.2K
1,022
增持
BTI
BRITISH AMERN TOB PLC
+$324.4K
29,634
+12%
清仓
STZ
CONSTELLATION BRANDS INC
-$310.1K
0
-100%
减持
RTX
RTX CORPORATION
+$304.5K
24,840
-6%
减持
VXUS
VANGUARD STAR FDS
+$300.4K
505,153
-5%
增持
MRK
MERCK & CO INC
+$299.5K
9,118
+55%
增持
URI
UNITED RENTALS INC
+$289.3K
1,082
+10%
减持
TXN
TEXAS INSTRS INC
-$280.1K
3,239
-23%
减持
ABBV
ABBVIE INC
+$278.6K
7,761
-5%
减持
META
META PLATFORMS INC
-$276.4K
8,909
-4%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$276.3K
2,195
-13%
减持
V
VISA INC
-$270.5K
12,335
-2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$268.5K
265,690
+5%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$265.5K
225,457
+7%
建仓
IP
INTERNATIONAL PAPER CO
+$260.9K
5,624
增持
TJX
TJX COS INC NEW
+$258.2K
10,357
+3%
减持
CAT
CATERPILLAR INC
+$256.0K
3,770
-5%
增持
UBER
UBER TECHNOLOGIES INC
+$253.1K
14,318
+16%
建仓
APH
AMPHENOL CORP NEW
+$252.7K
2,042
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$252.2K
215,951
+6%
减持
ISRG
INTUITIVE SURGICAL INC
-$249.8K
1,405
-13%
清仓
IVV
ISHARES TR
-$249.7K
0
-100%
增持
SHOP
SHOPIFY INC
+$248.9K
7,067
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$245.1K
2,819
-0%
减持
AEM
AGNICO EAGLE MINES LTD
+$240.1K
4,900
-1%
建仓
ATO
ATMOS ENERGY CORP
+$229.1K
1,342
建仓
PFE
PFIZER INC
+$221.6K
8,695
减持
MRSH
MARSH & MCLENNAN COS INC
-$221.0K
7,060
-6%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$219.7K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$218.1K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$217.6K
12,625
-27%
建仓
ENB
ENBRIDGE INC
+$214.9K
4,258
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$212.7K
1,460
增持
MA
MASTERCARD INCORPORATED
+$207.3K
2,032
+20%
建仓
BKR
BAKER HUGHES COMPANY
+$206.7K
4,242
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$205.7K
1,423
+5%
减持
CINF
CINCINNATI FINL CORP
+$204.7K
28,446
-1%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$204.4K
2,721
增持
UNH
UNITEDHEALTH GROUP INC
+$203.9K
3,720
+7%
建仓
FSK
FS KKR CAP CORP
+$202.5K
13,565
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$198.8K
49,282
+15%
减持
MSTR
STRATEGY INC
-$192.6K
1,895
-5%
减持
EQIX
EQUINIX INC
-$192.5K
709
-25%
减持
IJR
ISHARES TR
-$189.8K
2,248
-46%
增持
—
ROYAL CARIBBEAN GROUP
+$188.0K
4,684
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$187.8K
893
+48%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$178.9K
10,814
+1%
减持
UNP
UNION PAC CORP
-$178.6K
3,286
-21%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$178.1K
5,253
-7%
减持
ARMK
ARAMARK
-$178.0K
19,979
-11%
增持
NEE
NEXTERA ENERGY INC
+$175.3K
22,293
+3%
增持
MU
MICRON TECHNOLOGY INC
+$174.8K
3,350
+7%
增持
TDG
TRANSDIGM GROUP INC
+$174.5K
700
+42%
增持
APD
AIR PRODS & CHEMS INC
+$168.8K
1,454
+80%
增持
MS
MORGAN STANLEY
+$166.4K
5,239
+11%
减持
PCG
PG&E CORP
-$163.6K
23,243
-37%
减持
FCX
FREEPORT-MCMORAN INC
-$159.9K
9,029
-24%
增持
CVX
CHEVRON CORP NEW
+$156.1K
7,739
+6%
增持
COP
CONOCOPHILLIPS
+$155.7K
5,126
+40%
增持
TFC
TRUIST FINL CORP
+$143.6K
8,308
+51%
减持
CNQ
CANADIAN NAT RES LTD
-$130.2K
13,149
-25%
增持
PEP
PEPSICO INC
+$129.3K
3,473
+28%
减持
—
ACCENTURE PLC IRELAND
-$129.2K
2,047
-3%
增持
JNJ
JOHNSON & JOHNSON
+$129.0K
2,477
+15%
增持
BAC
BANK AMERICA CORP
+$128.7K
23,239
+3%
减持
NOC
NORTHROP GRUMMAN CORP
+$125.3K
1,237
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$121.5K
3,123
-5%
减持
SPGI
S&P GLOBAL INC
-$119.1K
2,818
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$108.1K
1,764
+35%
增持
KLAC
KLA CORP
+$107.4K
401
+10%
增持
WELL
WELLTOWER INC
+$98.2K
2,858
+7%
增持
—
ASTRAZENECA PLC
+$97.2K
4,580
+26%
减持
AMGN
AMGEN INC
-$96.7K
5,240
-7%
增持
LOW
LOWES COS INC
+$94.2K
2,528
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$92.4K
1,825
+0%
增持
GD
GENERAL DYNAMICS CORP
+$92.3K
1,038
+16%
增持
SBUX
STARBUCKS CORP
+$91.5K
7,255
+27%
减持
—
MEDTRONIC PLC
-$85.7K
2,777
-31%
减持
PAYX
PAYCHEX INC
-$85.3K
1,753
-17%
减持
CTAS
CINTAS CORP
-$84.3K
2,595
-6%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$82.0K
10,224
-14%
增持
CRM
SALESFORCE INC
-$80.8K
3,864
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$77.7K
1,859
+5%
增持
CME
CME GROUP INC
+$76.7K
7,697
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$76.4K
12,219
+0%
增持
BIL
SPDR SERIES TRUST
+$74.4K
14,794
+6%
减持
GEV
GE VERNOVA INC
-$72.1K
1,072
-22%
减持
SCHY
SCHWAB STRATEGIC TR
-$71.9K
14,239
-17%
增持
FFBC
FIRST FINL BANCORP OH
+$71.6K
72,002
+0%
增持
—
EXXON MOBIL CORP
+$70.2K
6,807
+5%
增持
NET
CLOUDFLARE INC
+$67.9K
2,282
+6%
增持
KR
KROGER CO
+$67.6K
13,422
+15%
减持
KO
COCA COLA CO
-$65.0K
12,488
-1%
增持
NFLX
NETFLIX INC
-$64.9K
1,628
+8%
减持
QQQ
INVESCO QQQ TR
-$64.8K
1,353
-15%
增持
MO
ALTRIA GROUP INC
+$64.2K
4,946
+10%
增持
WFC
WELLS FARGO CO NEW
+$63.2K
3,845
+19%
增持
SRE
SEMPRA
+$61.8K
3,289
+6%
