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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 85
减持 42
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES TR
-$9.3M
111,202
-45%
建仓
UITB
VICTORY PORTFOLIOS II
+$8.0M
169,882
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.2M
1,321,368
+4%
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
FBND
FIDELITY MERRIMACK STR TR
+$3.2M
653,982
+12%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.2M
3,050,545
+4%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$2.2M
966,539
+4%
减持
GOOG
ALPHABET INC
+$1.7M
25,224
-1%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
116,364
-2%
增持
LLY
ELI LILLY & CO
+$1.4M
3,845
+9%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
510,927
+1%
增持
AAPL
APPLE INC
+$1.3M
60,589
+2%
增持
GOOGL
ALPHABET INC
+$1.2M
14,294
+7%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
91,860
+4%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$1.1M
375,228
+4%
增持
WMT
WALMART INC
+$1.0M
15,114
+141%
增持
TCAF
T ROWE PRICE ETF INC
+$1.0M
741,865
+2%
减持
META
META PLATFORMS INC
-$985.0K
8,419
-6%
减持
VOO
VANGUARD INDEX FDS
+$887.7K
92,612
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$843.3K
1,061,955
+2%
建仓
SPYM
SPDR SERIES TRUST
+$828.5K
10,328
减持
HON
HONEYWELL INTL INC
-$824.3K
1,141
-77%
建仓
ACWI
ISHARES TR
+$723.4K
5,113
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$658.2K
418,820
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$624.4K
351,463
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$597.6K
673,410
+1%
增持
HD
HOME DEPOT INC
-$586.3K
11,493
+3%
增持
TCHP
T ROWE PRICE ETF INC
+$582.4K
296,904
+2%
增持
MRK
MERCK & CO INC
+$569.1K
12,677
+39%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$562.4K
455,868
+5%
增持
TMSL
T ROWE PRICE ETF INC
+$538.4K
345,979
+2%
增持
NFLX
NETFLIX INC
-$526.1K
15,206
+834%
建仓
MPC
MARATHON PETE CORP
+$517.8K
3,184
建仓
GLDM
WORLD GOLD TR
+$513.1K
6,010
建仓
SLV
ISHARES SILVER TR
+$488.6K
7,584
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$487.9K
355,065
+2%
增持
MSFT
MICROSOFT CORP
-$468.6K
25,534
+3%
增持
AMZN
AMAZON COM INC
+$443.0K
31,900
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$437.0K
2,424
+33%
减持
AVGO
BROADCOM INC
+$436.4K
29,120
-0%
增持
RTX
RTX CORPORATION
+$423.4K
24,972
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$414.1K
183,823
+4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$410.1K
380,745
+5%
增持
MU
MICRON TECHNOLOGY INC
+$404.4K
3,381
+1%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$388.8K
240,721
+4%
增持
AMAT
APPLIED MATLS INC
+$383.3K
2,445
+104%
增持
NVDA
NVIDIA CORPORATION
+$373.8K
44,354
+5%
增持
THYF
T ROWE PRICE ETF INC
+$361.2K
183,391
+4%
减持
MDLZ
MONDELEZ INTL INC
-$359.5K
6,459
-43%
减持
CARR
CARRIER GLOBAL CORPORATION
-$355.1K
24,834
-11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$348.4K
44,230
+2%
减持
MSTR
STRATEGY INC
-$344.5K
1,751
-8%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$340.0K
180,797
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$309.1K
15,160
-28%
减持
URI
UNITED RENTALS INC
-$301.2K
904
-16%
减持
—
LINDE PLC
-$298.8K
3,944
-5%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$289.2K
0
-100%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$287.0K
611,804
+2%
减持
—
ROYAL CARIBBEAN GROUP
-$283.6K
4,417
-6%
建仓
AIG
AMERICAN INTL GROUP INC
+$277.0K
3,238
建仓
ATI
ATI INC
+$276.9K
2,413
减持
UNH
UNITEDHEALTH GROUP INC
-$268.8K
3,077
-17%
增持
AMGN
AMGEN INC
+$265.0K
5,328
+2%
增持
AXP
AMERICAN EXPRESS CO
+$263.7K
5,850
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$261.2K
13,970
-2%
清仓
IP
INTERNATIONAL PAPER CO
-$260.9K
0
-100%
增持
BTI
BRITISH AMERN TOB PLC
+$257.8K
32,333
+9%
建仓
EXE
EXPAND ENERGY CORPORATION
+$256.9K
2,328
清仓
SCHZ
SCHWAB STRATEGIC TR
-$254.6K
0
-100%
减持
AEM
AGNICO EAGLE MINES LTD
-$252.6K
3,382
-31%
增持
PM
PHILIP MORRIS INTL INC
+$251.1K
10,479
+19%
增持
DIVO
AMPLIFY ETF TR
+$243.2K
232,072
+3%
建仓
INTC
INTEL CORP
+$242.0K
6,557
增持
ORCL
ORACLE CORP
-$238.5K
3,566
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$234.8K
6,366
+5%
减持
ABT
ABBOTT LABS
-$224.5K
16,596
-4%
清仓
PAYX
PAYCHEX INC
-$222.2K
0
-100%
增持
MS
MORGAN STANLEY
+$221.9K
5,941
+13%
清仓
EOG
EOG RES INC
-$221.3K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$220.1K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$218.6K
2,006
+14%
建仓
STZ
CONSTELLATION BRANDS INC
+$217.6K
1,577
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$217.0K
5,736
+9%
清仓
ENB
ENBRIDGE INC
-$214.9K
0
-100%
减持
EOSE
EOS ENERGY ENTERPRISES INC
-$212.0K
62,507
-23%
清仓
PYPL
PAYPAL HLDGS INC
-$208.6K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$207.1K
6,553
-7%
增持
CINF
CINCINNATI FINL CORP
+$205.9K
28,798
+1%
建仓
C
CITIGROUP INC
+$204.1K
1,749
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$203.9K
0
-100%
减持
BA
BOEING CO
-$199.3K
2,304
-29%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$196.7K
275,454
+3%
增持
PGR
PROGRESSIVE CORP
+$194.1K
3,954
+38%
增持
ISRG
INTUITIVE SURGICAL INC
+$189.5K
1,444
+3%
建仓
CVE
CENOVUS ENERGY INC
+$181.4K
10,724
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$179.1K
235,774
+5%
增持
CRM
SALESFORCE INC
+$176.5K
4,124
+7%
减持
—
ACCENTURE PLC IRELAND
-$173.4K
1,235
-40%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$172.1K
274,278
+3%
增持
WELL
WELLTOWER INC
+$171.9K
3,669
+28%
减持
TXN
TEXAS INSTRS INC
-$170.5K
2,448
-24%
增持
NEE
NEXTERA ENERGY INC
+$164.0K
23,006
+3%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$159.1K
273,613
+3%
减持
NOC
NORTHROP GRUMMAN CORP
-$156.1K
1,048
-15%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$149.3K
223,588
+4%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$144.4K
54,392
+10%
增持
APH
AMPHENOL CORP NEW
+$143.3K
2,930
+43%
增持
JPM
JPMORGAN CHASE & CO.
+$143.0K
20,827
+0%
减持
SHW
SHERWIN WILLIAMS CO
-$135.5K
2,265
-10%
增持
BAC
BANK AMERICA CORP
+$129.7K
24,156
+4%
减持
COST
COSTCO WHSL CORP NEW
-$129.1K
857
-9%
减持
PNC
PNC FINL SVCS GROUP INC
-$128.5K
4,396
-16%
增持
GE
GE AEROSPACE
+$125.6K
13,154
+1%
减持
NVO
NOVO-NORDISK A S
-$124.3K
8,133
-16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$121.0K
8,185
-24%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$118.8K
3,135
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$116.4K
8,466
+12%
减持
V
VISA INC
+$115.0K
12,334
-0%
增持
CME
CME GROUP INC
+$114.9K
8,036
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$112.0K
1,851
+5%
增持
—
EXXON MOBIL CORP
+$110.1K
7,293
+7%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$107.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$107.4K
6,441
+5%
增持
SPGI
S&P GLOBAL INC
+$106.6K
2,828
+0%
增持
SBUX
STARBUCKS CORP
+$106.0K
8,547
+18%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$99.4K
919
+3%
增持
COF
CAPITAL ONE FINL CORP
+$98.6K
2,818
+3%
减持
ARMK
ARAMARK
-$97.8K
18,161
-9%
增持
KLAC
KLA CORP
+$97.3K
436
+9%
增持
DHR
DANAHER CORPORATION
+$93.6K
2,419
+4%
增持
JNJ
JOHNSON & JOHNSON
+$91.1K
2,660
+7%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$88.2K
1,410
-1%
减持
CAT
CATERPILLAR INC
-$86.2K
2,990
-21%
减持
COP
CONOCOPHILLIPS
-$86.2K
4,258
-17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$85.3K
2,725
-13%
减持
CMCSA
COMCAST CORP NEW
-$82.2K
10,521
-17%
增持
CSCO
CISCO SYS INC
+$79.7K
8,504
+1%
增持
KO
COCA COLA CO
+$78.9K
12,974
+4%
增持
WFC
WELLS FARGO CO NEW
+$77.9K
4,294
+12%
增持
MA
MASTERCARD INCORPORATED
+$77.3K
2,160
+6%
增持
DUK
DUKE ENERGY CORP NEW
-$75.4K
12,257
+0%
减持
EQIX
EQUINIX INC
-$74.9K
627
-12%
减持
FCX
FREEPORT-MCMORAN INC
+$74.2K
8,432
-7%
增持
IJH
ISHARES TR
+$74.0K
85,677
+0%
减持
CLX
CLOROX CO DEL
-$73.8K
3,093
-1%
增持
BND
VANGUARD BD INDEX FDS
+$73.4K
156,659
+1%
减持
SHOP
SHOPIFY INC
+$72.4K
6,974
-1%
增持
CEG
CONSTELLATION ENERGY CORP
+$71.0K
2,090
+3%
增持
FFBC
FIRST FINL BANCORP OH
+$70.6K
75,485
+5%
增持
GILD
GILEAD SCIENCES INC
+$68.0K
3,249
+9%
减持
TJX
TJX COS INC NEW
+$65.5K
10,171
-2%
