SONATA CAPITAL GROUP INC
SEATTLE WA · SEC CIK 0001172036
$2.71亿2026Q1 申报市值
123持仓数
45.1%前十大占比 · 第一大 6.7%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IBDU 加仓+$84.39万
MUB 加仓+$74.70万
IBMR 新建仓+$49.87万
IVE 加仓+$44.19万
IBDT 加仓+$30.05万
2026Q1 卖出最多 按季末市值估算
IWR 减仓-$101.17万
CRWD 清仓-$32.81万
IYY 减仓-$23.75万
MSFT 减仓-$16.62万
AAPL 减仓-$11.37万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $275.56万 | 1.02% | 12,813 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $287.77万 | 1.06% | 57,680 | 3,355 | 6.2% | $16.74万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $295.84万 | 1.09% | 22,260 | -830 | -3.6% | -$11.03万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $318.18万 | 1.17% | 14,646 | 422 | 3.0% | $9.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $335.64万 | 1.24% | 11,410 | -100 | -0.9% | -$2.94万 | 减仓 |
| IBDR | ISHARES TR | $354.15万 | 1.31% | 146,103 | -1,045 | -0.7% | -$2.53万 | 减仓 |
| DVY | ISHARES TR | $354.43万 | 1.31% | 23,409 | -166 | -0.7% | -$2.51万 | 减仓 |
| IBDU | ISHARES TR | $383.83万 | 1.42% | 165,016 | 36,281 | 28.2% | $84.39万 | 加仓 |
| IVV | ISHARES TR | $437.32万 | 1.61% | 6,695 | -2 | -0.0% | -$1,306 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $469.96万 | 1.73% | 7,620 | 182 | 2.4% | $11.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $473.99万 | 1.75% | 7,288 | 79 | 1.1% | $5.14万 | 加仓 |
| IJH | ISHARES TR | $518.75万 | 1.91% | 76,817 | -185 | -0.2% | -$1.25万 | 减仓 |
| IJS | ISHARES TR | $543.07万 | 2.00% | 45,848 | -722 | -1.6% | -$8.55万 | 减仓 |
| IBDS | ISHARES TR | $574.36万 | 2.12% | 236,946 | 1,085 | 0.5% | $2.63万 | 加仓 |
| IBDT | ISHARES TR | $629.19万 | 2.32% | 248,397 | 11,864 | 5.0% | $30.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $685.45万 | 2.53% | 14,304 | -20 | -0.1% | -$9,584 | 减仓 |
| AMZN | AMAZON COM INC | $757.46万 | 2.79% | 36,369 | -400 | -1.1% | -$8.33万 | 减仓 |
| IVW | ISHARES TR | $806.90万 | 2.98% | 71,338 | 1,935 | 2.8% | $21.89万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,023.75万 | 3.78% | 69,125 | 165 | 0.2% | $2.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,122.91万 | 4.14% | 30,335 | -449 | -1.5% | -$16.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,140.37万 | 4.21% | 35,547 | 16 | 0.0% | $5,133 | 加仓 |
| IWN | ISHARES TR | $1,155.03万 | 4.26% | 60,923 | -307 | -0.5% | -$5.82万 | 减仓 |
| AAPL | APPLE INC | $1,355.79万 | 5.00% | 53,422 | -448 | -0.8% | -$11.37万 | 减仓 |
| IWD | ISHARES TR | $1,424.30万 | 5.25% | 66,659 | 345 | 0.5% | $7.37万 | 加仓 |
| IWR | ISHARES TR | $1,630.29万 | 6.01% | 167,673 | -10,405 | -5.8% | -$101.17万 | 减仓 |
| IWF | ISHARES TR | $1,807.51万 | 6.67% | 42,390 | 87 | 0.2% | $3.71万 | 加仓 |