SONATA CAPITAL GROUP INC
SEATTLE WA · SEC CIK 0001172036
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES TR | $247.43万 | 0.80% | 6,281 | -433 | -6.4% | -$17.06万 | 减仓 |
| IJT | ISHARES TR | $252.35万 | 0.81% | 14,129 | 241 | 1.7% | $4.30万 | 加仓 |
| IYW | ISHARES TR | $264.34万 | 0.85% | 10,480 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $267.16万 | 0.86% | 104,442 | 982 | 0.9% | $2.51万 | 加仓 |
| IBMP | ISHARES TR | $270.70万 | 0.87% | 106,489 | 2,266 | 2.2% | $5.76万 | 加仓 |
| IWM | ISHARES TR | $276.85万 | 0.89% | 9,215 | 934 | 11.3% | $28.06万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $300.70万 | 0.97% | 12,708 | -105 | -0.8% | -$2.48万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $304.39万 | 0.98% | 60,180 | 2,500 | 4.3% | $12.65万 | 加仓 |
| IBDR | ISHARES TR | $336.43万 | 1.09% | 138,850 | -7,253 | -5.0% | -$17.57万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $360.74万 | 1.16% | 14,846 | 200 | 1.4% | $4.86万 | 加仓 |
| DVY | ISHARES TR | $366.39万 | 1.18% | 23,442 | 33 | 0.1% | $5,158 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $376.76万 | 1.22% | 11,510 | 100 | 0.9% | $3.27万 | 加仓 |
| IBDU | ISHARES TR | $430.17万 | 1.39% | 185,740 | 20,724 | 12.6% | $48.00万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $438.26万 | 1.41% | 23,003 | 743 | 3.3% | $14.16万 | 加仓 |
| IVV | ISHARES TR | $508.57万 | 1.64% | 6,791 | 96 | 1.4% | $7.19万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $551.01万 | 1.78% | 7,834 | 214 | 2.8% | $15.05万 | 加仓 |
| IVE | ISHARES TR | $569.37万 | 1.84% | 25,076 | 13,439 | 115.5% | $305.14万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $570.87万 | 1.84% | 7,644 | 356 | 4.9% | $26.59万 | 加仓 |
| IBDS | ISHARES TR | $574.28万 | 1.85% | 237,110 | 164 | 0.1% | $3,972 | 加仓 |
| IJS | ISHARES TR | $652.03万 | 2.10% | 47,705 | 1,857 | 4.1% | $25.38万 | 加仓 |
| IJH | ISHARES TR | $654.41万 | 2.11% | 84,867 | 8,050 | 10.5% | $62.07万 | 加仓 |
| IBDT | ISHARES TR | $661.48万 | 2.13% | 261,971 | 13,574 | 5.5% | $34.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $739.53万 | 2.39% | 14,779 | 475 | 3.3% | $23.77万 | 加仓 |
| AMZN | AMAZON COM INC | $895.54万 | 2.89% | 37,574 | 1,205 | 3.3% | $28.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,132.32万 | 3.65% | 30,356 | 21 | 0.1% | $7,833 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,148.27万 | 3.71% | 72,662 | 3,537 | 5.1% | $55.89万 | 加仓 |
| IVW | ISHARES TR | $1,190.91万 | 3.84% | 86,593 | 15,255 | 21.4% | $209.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,323.77万 | 4.27% | 35,774 | 227 | 0.6% | $8.40万 | 加仓 |
| IWN | ISHARES TR | $1,337.79万 | 4.32% | 60,479 | -444 | -0.7% | -$9.82万 | 减仓 |
| AAPL | APPLE INC | $1,545.86万 | 4.99% | 53,424 | 2 | 0.0% | $579 | 加仓 |
| IWD | ISHARES TR | $1,638.52万 | 5.29% | 67,587 | 928 | 1.4% | $22.50万 | 加仓 |
| IWR | ISHARES TR | $1,651.97万 | 5.33% | 149,744 | -17,929 | -10.7% | -$197.79万 | 减仓 |
| IWF | ISHARES TR | $2,112.49万 | 6.82% | 170,129 | 569 | 0.3% | $7.07万 | 加仓 |