13F 机构持仓

SONATA CAPITAL GROUP INC

SEATTLE WA · SEC CIK 0001172036

2026Q22026Q1 更早 9 个季度 🔒
$3.10亿2026Q2 申报市值
128持仓数
45.1%前十大占比 · 第一大 6.8%
8 / 5新建仓 / 清仓
申报市值走势$3.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWF 6.8%
IWR 5.3%
IWD 5.3%
AAPL 5.0%
IWN 4.3%
VTI 4.3%
IVW 3.8%
VYM 3.7%
MSFT 3.7%
AMZN 2.9%

2026Q2 买入最多 按季末市值估算

IVE 加仓+$305.14万
IVW 加仓+$209.80万
IEMG 加仓+$69.62万
IJH 加仓+$62.07万
IEFA 新建仓+$58.15万

2026Q2 卖出最多 按季末市值估算

IWR 减仓-$197.79万
EXXON MOBIL CORP 清仓-$58.73万
VIS 减仓-$36.58万
SPOT 清仓-$29.09万
NFLX 清仓-$26.92万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— EXXON MOBIL CORP $00.00%0 -3,462-100.0% -$58.73万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -600-100.0% -$29.09万 清仓
NFLX NETFLIX INC. $00.00%0 -2,800-100.0% -$26.92万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -1,425-100.0% -$20.84万 清仓
WM WASTE MGMT INC DEL $00.00%0 -900-100.0% -$20.68万 清仓
IWB ISHARES TR $20.48万0.07%500 500— $20.48万 新建仓
CAT CATERPILLAR INC $21.30万0.07%200 200— $21.30万 新建仓
— INVESCO EXCH TRADED FD TR II $21.70万0.07%1,166 1,166— $21.70万 新建仓
SO SOUTHERN CO $22.25万0.07%2,325 00.0% — 不变
BA BOEING CO $22.58万0.07%1,043 00.0% — 不变
C CITIGROUP INC $23.01万0.07%1,644 1,644— $23.01万 新建仓
USIG ISHARES TR $24.23万0.08%4,725 00.0% — 不变
CRM SALESFORCE INC $24.98万0.08%1,595 30023.2% $4.70万 加仓
IYJ ISHARES TR $26.66万0.09%1,600 -400-20.0% -$6.67万 减仓
IYH ISHARES TR $26.80万0.09%4,000 00.0% — 不变
IYK ISHARES TR $27.03万0.09%3,720 -400-9.7% -$2.91万 减仓
PANW PALO ALTO NETWORKS INC $27.28万0.09%800 800— $27.28万 新建仓
UNH UNITEDHEALTH GROUP INC $27.64万0.09%665 -300-31.1% -$12.47万 重新持有
XBI SPDR SERIES TRUST $27.69万0.09%1,750 1509.4% $2.37万 加仓
IGV ISHARES TR $28.00万0.09%3,090 3,090— $28.00万 新建仓
VTV VANGUARD INDEX FDS $28.12万0.09%1,290 00.0% — 不变
WFC WELLS FARGO & CO $28.22万0.09%3,415 -1,000-22.7% -$8.26万 减仓
VUG VANGUARD INDEX FDS $29.30万0.09%3,402 00.0% — 不变
DOV DOVER CORP $29.36万0.09%1,309 00.0% — 不变
VHT VANGUARD WORLD FD $29.45万0.10%985 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $30.16万0.10%5,339 85719.1% $4.84万 加仓
VTHR VANGUARD SCOTTSDALE FDS $30.16万0.10%910 00.0% — 不变
PG PROCTER & GAMBLE CO $30.19万0.10%2,059 00.0% — 不变
IYR ISHARES TR $30.39万0.10%2,972 00.0% — 不变
PCAR PACCAR INC $30.39万0.10%2,530 00.0% — 不变
MCD MCDONALDS CORP $31.17万0.10%1,153 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $31.24万0.10%3,605 00.0% — 不变
CVX CHEVRON CORPORATION $31.25万0.10%1,885 -135-6.7% -$2.24万 减仓
XLF SELECT SECTOR SPDR TR $31.63万0.10%5,900 -1,000-14.5% -$5.36万 减仓
INTC INTEL CORP $32.34万0.10%2,316 2,316— $32.34万 新建仓
MRK MERCK & CO INC $32.62万0.11%2,539 -288-10.2% -$3.70万 减仓
CSCO CISCO SYS INC $32.90万0.11%2,801 00.0% — 不变
GLD SPDR GOLD TR $33.15万0.11%900 20028.6% $7.37万 加仓
MO ALTRIA GROUP INC $35.00万0.11%4,864 00.0% — 不变
XLE SELECT SECTOR SPDR TR $37.57万0.12%7,074 260.4% $1,381 加仓
DIA STATE STR SPDR DOW JONES IND $39.18万0.13%750 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $39.74万0.13%7,792 00.0% — 不变
LLY ELI LILLY & CO $40.35万0.13%336 00.0% — 不变
BAC BANK OF AMER CORP $40.46万0.13%7,100 00.0% — 不变
IYY ISHARES TR $41.29万0.13%2,265 00.0% — 不变
V VISA INC $42.78万0.14%1,247 00.0% — 不变
IAK ISHARES TR $42.87万0.14%3,050 -150-4.7% -$2.11万 减仓
AGG ISHARES TR $43.78万0.14%4,423 00.0% — 不变
VOE VANGUARD INDEX FDS $44.36万0.14%2,245 00.0% — 不变
ARTY ISHARES TR $44.55万0.14%5,850 00.0% — 不变
BINC BLACKROCK ETF TRUST II $44.67万0.14%8,535 3,16558.9% $16.57万 加仓
CMF ISHARES TR $47.15万0.15%8,180 1,74527.1% $10.06万 加仓
SPYG SPDR SERIES TRUST $48.25万0.16%4,055 -6-0.1% -$714 减仓
SBUX STARBUCKS CORP $48.70万0.16%4,766 00.0% — 不变
IBMR ISHARES TR $49.95万0.16%19,673 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $55.19万0.18%950 -45-4.5% -$2.61万 重新持有
JNJ JOHNSON & JOHNSON $56.97万0.18%2,243 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $57.93万0.19%2,060 -875-29.8% -$24.61万 减仓
IEFA ISHARES TR $58.15万0.19%6,021 6,021— $58.15万 新建仓
ORCL ORACLE CORP $58.62万0.19%4,000 00.0% — 不变
BND VANGUARD BD INDEX FDS $59.67万0.19%8,129 00.0% — 不变
HYG ISHARES TR $61.06万0.20%7,635 00.0% — 不变
PFF ISHARES TR $62.25万0.20%20,417 -1,261-5.8% -$3.84万 减仓
FNF FIDELITY NATL FINL INC $63.48万0.20%13,460 00.0% — 不变
IYC ISHARES TR $64.16万0.21%6,346 -250-3.8% -$2.53万 减仓
BIV VANGUARD BD INDEX FDS $65.52万0.21%8,543 750.9% $5,753 加仓
CWB SPDR SERIES TRUST $70.46万0.23%6,535 00.0% — 不变
XSD SPDR SERIES TRUST $77.96万0.25%1,250 00.0% — 不变
ETN EATON CORP PLC $78.19万0.25%1,835 00.0% — 不变
VO VANGUARD INDEX FDS $83.21万0.27%10,328 -2,000-16.2% -$16.11万 减仓
IBDW ISHARES TR $84.74万0.27%40,662 2410.6% $5,022 加仓
IBDX ISHARES TR $96.62万0.31%38,355 2130.6% $5,365 加仓
GOOGL ALPHABET INC $96.85万0.31%2,710 00.0% — 不变
IEMG ISHARES INC $100.30万0.32%12,108 8,404226.9% $69.62万 加仓
EFA ISHARES TR $100.43万0.32%9,668 5636.2% $5.85万 加仓
ICF ISHARES TR $102.32万0.33%15,130 -1,035-6.4% -$7.00万 减仓
SUB ISHARES TR $107.44万0.35%10,091 -100-1.0% -$1.06万 减仓
VCIT VANGUARD SCOTTSDALE FDS $108.77万0.35%13,160 -125-0.9% -$1.03万 减仓
VGT VANGUARD WORLD FD $114.50万0.37%9,580 1001.1% $1.20万 加仓
VGK VANGUARD INTL EQUITY INDEX F $116.07万0.37%13,109 650.5% $5,755 加仓
VDE VANGUARD WORLD FD $118.90万0.38%7,920 -500-5.9% -$7.51万 减仓
IJR ISHARES TR $123.41万0.40%8,321 3013.8% $4.46万 加仓
IWV ISHARES TR $136.02万0.44%3,190 -20-0.6% -$8,528 减仓
LQD ISHARES TR $141.09万0.46%12,936 -1,522-10.5% -$16.60万 减仓
QQQ INVESCO QQQ TR $141.98万0.46%1,928 -14-0.7% -$1.03万 减仓
EEM ISHARES TR $142.21万0.46%20,787 -2,129-9.3% -$14.56万 减仓
META META PLATFORMS INC $146.35万0.47%2,598 963.8% $5.41万 加仓
VCSH VANGUARD SCOTTSDALE FDS $146.43万0.47%18,528 -428-2.3% -$3.38万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.48%2 00.0% — 不变
IWS ISHARES TR $153.09万0.49%9,301 2502.8% $4.12万 加仓
NVDA NVIDIA CORPORATION $155.70万0.50%7,781 -4-0.1% -$800 减仓
VONG VANGUARD SCOTTSDALE FDS $166.57万0.54%13,033 -124-0.9% -$1.58万 减仓
COST COSTCO WHOLESALE CORPORATION $168.20万0.54%1,798 -20-1.1% -$1.87万 减仓
DTD WISDOMTREE TR $177.63万0.57%19,049 00.0% — 不变
IBDV ISHARES TR $188.74万0.61%86,577 18,13326.5% $39.53万 加仓
VIS VANGUARD WORLD FD $202.71万0.65%5,625 -1,015-15.3% -$36.58万 减仓
GOOG ALPHABET INC $210.66万0.68%5,962 250.4% $8,833 加仓
MUB ISHARES TR $229.55万0.74%21,330 930.4% $1.00万 加仓
IJJ ISHARES TR $240.65万0.78%16,290 900.6% $1.33万 加仓
IBMO ISHARES TR $245.32万0.79%95,677 00.0% — 不变