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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,462 | -100.0% | -$58.73万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -600 | -100.0% | -$29.09万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,800 | -100.0% | -$26.92万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,425 | -100.0% | -$20.84万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 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 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $22.58万 | 0.07% | 1,043 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $24.98万 | 0.08% | 1,595 | 300 | 23.2% | $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 | 0 | 0.0% | — | 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 | 150 | 9.4% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $29.36万 | 0.09% | 1,309 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $29.45万 | 0.10% | 985 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.16万 | 0.10% | 5,339 | 857 | 19.1% | $4.84万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $30.16万 | 0.10% | 910 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $30.19万 | 0.10% | 2,059 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $30.39万 | 0.10% | 2,972 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $30.39万 | 0.10% | 2,530 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.17万 | 0.10% | 1,153 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $31.24万 | 0.10% | 3,605 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $33.15万 | 0.11% | 900 | 200 | 28.6% | $7.37万 | 加仓 |
| MO | ALTRIA GROUP INC | $35.00万 | 0.11% | 4,864 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $37.57万 | 0.12% | 7,074 | 26 | 0.4% | $1,381 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $39.18万 | 0.13% | 750 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $39.74万 | 0.13% | 7,792 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $40.35万 | 0.13% | 336 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $40.46万 | 0.13% | 7,100 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $41.29万 | 0.13% | 2,265 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $42.78万 | 0.14% | 1,247 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $44.36万 | 0.14% | 2,245 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $44.55万 | 0.14% | 5,850 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $44.67万 | 0.14% | 8,535 | 3,165 | 58.9% | $16.57万 | 加仓 |
| CMF | ISHARES TR | $47.15万 | 0.15% | 8,180 | 1,745 | 27.1% | $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 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $49.95万 | 0.16% | 19,673 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $59.67万 | 0.19% | 8,129 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $61.06万 | 0.20% | 7,635 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 75 | 0.9% | $5,753 | 加仓 |
| CWB | SPDR SERIES TRUST | $70.46万 | 0.23% | 6,535 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $77.96万 | 0.25% | 1,250 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $78.19万 | 0.25% | 1,835 | 0 | 0.0% | — | 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 | 241 | 0.6% | $5,022 | 加仓 |
| IBDX | ISHARES TR | $96.62万 | 0.31% | 38,355 | 213 | 0.6% | $5,365 | 加仓 |
| GOOGL | ALPHABET INC | $96.85万 | 0.31% | 2,710 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $100.30万 | 0.32% | 12,108 | 8,404 | 226.9% | $69.62万 | 加仓 |
| EFA | ISHARES TR | $100.43万 | 0.32% | 9,668 | 563 | 6.2% | $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 | 100 | 1.1% | $1.20万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $116.07万 | 0.37% | 13,109 | 65 | 0.5% | $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 | 301 | 3.8% | $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 | 96 | 3.8% | $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 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $153.09万 | 0.49% | 9,301 | 250 | 2.8% | $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 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $188.74万 | 0.61% | 86,577 | 18,133 | 26.5% | $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 | 25 | 0.4% | $8,833 | 加仓 |
| MUB | ISHARES TR | $229.55万 | 0.74% | 21,330 | 93 | 0.4% | $1.00万 | 加仓 |
| IJJ | ISHARES TR | $240.65万 | 0.78% | 16,290 | 90 | 0.6% | $1.33万 | 加仓 |
| IBMO | ISHARES TR | $245.32万 | 0.79% | 95,677 | 0 | 0.0% | — | 不变 |