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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $1,807.51万 | 6.67% | 42,390 | 87 | 0.2% | $3.71万 | 加仓 |
| IWR | ISHARES TR | $1,630.29万 | 6.01% | 167,673 | -10,405 | -5.8% | -$101.17万 | 减仓 |
| IWD | ISHARES TR | $1,424.30万 | 5.25% | 66,659 | 345 | 0.5% | $7.37万 | 加仓 |
| AAPL | APPLE INC | $1,355.79万 | 5.00% | 53,422 | -448 | -0.8% | -$11.37万 | 减仓 |
| IWN | ISHARES TR | $1,155.03万 | 4.26% | 60,923 | -307 | -0.5% | -$5.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,140.37万 | 4.21% | 35,547 | 16 | 0.0% | $5,133 | 加仓 |
| MSFT | MICROSOFT CORP | $1,122.91万 | 4.14% | 30,335 | -449 | -1.5% | -$16.62万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,023.75万 | 3.78% | 69,125 | 165 | 0.2% | $2.44万 | 加仓 |
| IVW | ISHARES TR | $806.90万 | 2.98% | 71,338 | 1,935 | 2.8% | $21.89万 | 加仓 |
| AMZN | AMAZON COM INC | $757.46万 | 2.79% | 36,369 | -400 | -1.1% | -$8.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $685.45万 | 2.53% | 14,304 | -20 | -0.1% | -$9,584 | 减仓 |
| IBDT | ISHARES TR | $629.19万 | 2.32% | 248,397 | 11,864 | 5.0% | $30.05万 | 加仓 |
| IBDS | ISHARES TR | $574.36万 | 2.12% | 236,946 | 1,085 | 0.5% | $2.63万 | 加仓 |
| IJS | ISHARES TR | $543.07万 | 2.00% | 45,848 | -722 | -1.6% | -$8.55万 | 减仓 |
| IJH | ISHARES TR | $518.75万 | 1.91% | 76,817 | -185 | -0.2% | -$1.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $473.99万 | 1.75% | 7,288 | 79 | 1.1% | $5.14万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $469.96万 | 1.73% | 7,620 | 182 | 2.4% | $11.22万 | 加仓 |
| IVV | ISHARES TR | $437.32万 | 1.61% | 6,695 | -2 | -0.0% | -$1,306 | 减仓 |
| IBDU | ISHARES TR | $383.83万 | 1.42% | 165,016 | 36,281 | 28.2% | $84.39万 | 加仓 |
| DVY | ISHARES TR | $354.43万 | 1.31% | 23,409 | -166 | -0.7% | -$2.51万 | 减仓 |
| IBDR | ISHARES TR | $354.15万 | 1.31% | 146,103 | -1,045 | -0.7% | -$2.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $335.64万 | 1.24% | 11,410 | -100 | -0.9% | -$2.94万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $318.18万 | 1.17% | 14,646 | 422 | 3.0% | $9.17万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $295.84万 | 1.09% | 22,260 | -830 | -3.6% | -$11.03万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $287.77万 | 1.06% | 57,680 | 3,355 | 6.2% | $16.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $275.56万 | 1.02% | 12,813 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $265.14万 | 0.98% | 104,223 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $264.13万 | 0.97% | 103,460 | 4,100 | 4.1% | $10.47万 | 加仓 |
| IVE | ISHARES TR | $245.71万 | 0.91% | 11,637 | 2,093 | 21.9% | $44.19万 | 加仓 |
| IBMO | ISHARES TR | $245.22万 | 0.90% | 95,677 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $225.43万 | 0.83% | 21,237 | 7,037 | 49.6% | $74.70万 | 加仓 |
| IJJ | ISHARES TR | $214.65万 | 0.79% | 16,200 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $210.69万 | 0.78% | 6,714 | -23 | -0.3% | -$7,218 | 减仓 |
| VIS | VANGUARD WORLD FD | $207.31万 | 0.76% | 6,640 | 520 | 8.5% | $16.24万 | 加仓 |
| IWM | ISHARES TR | $205.36万 | 0.76% | 8,281 | 645 | 8.4% | $16.00万 | 加仓 |
| IJT | ISHARES TR | $200.98万 | 0.74% | 13,888 | 178 | 1.3% | $2.58万 | 加仓 |
| IYW | ISHARES TR | $190.13万 | 0.70% | 10,480 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $181.15万 | 0.67% | 1,818 | -43 | -2.3% | -$4.28万 | 减仓 |
| GOOG | ALPHABET INC | $170.30万 | 0.63% | 5,937 | 1 | 0.0% | $287 | 加仓 |
| DTD | WISDOMTREE TR | $164.51万 | 0.61% | 19,049 | -350 | -1.8% | -$3.02万 | 减仓 |
| LQD | ISHARES TR | $157.58万 | 0.58% | 14,458 | -492 | -3.3% | -$5.36万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $150.26万 | 0.55% | 18,956 | -51 | -0.3% | -$4,043 | 减仓 |
| IBDV | ISHARES TR | $149.82万 | 0.55% | 68,444 | 12,833 | 23.1% | $28.09万 | 加仓 |
| VDE | VANGUARD WORLD FD | $145.70万 | 0.54% | 8,420 | 700 | 9.1% | $12.11万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $144.32万 | 0.53% | 13,157 | 300 | 2.3% | $3.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.53% | 2 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $143.14万 | 0.53% | 2,502 | 2 | 0.1% | $1,144 | 加仓 |
| NVDA | NVIDIA CORPORATION | $135.77万 | 0.50% | 7,785 | 42 | 0.5% | $7,325 | 加仓 |
| IWS | ISHARES TR | $131.91万 | 0.49% | 9,051 | -225 | -2.4% | -$3.28万 | 减仓 |
| EEM | ISHARES TR | $130.14万 | 0.48% | 22,916 | 1,681 | 7.9% | $9.55万 | 加仓 |
| IWV | ISHARES TR | $118.99万 | 0.44% | 3,210 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $112.09万 | 0.41% | 1,942 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $109.93万 | 0.41% | 13,285 | 25 | 0.2% | $2,069 | 加仓 |
| SUB | ISHARES TR | $108.53万 | 0.40% | 10,191 | 1,155 | 12.8% | $12.30万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $107.52万 | 0.40% | 13,044 | 1,260 | 10.7% | $10.39万 | 加仓 |
| ICF | ISHARES TR | $100.05万 | 0.37% | 16,165 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $99.70万 | 0.37% | 8,020 | 293 | 3.8% | $3.64万 | 加仓 |
| IBDX | ISHARES TR | $96.39万 | 0.36% | 38,142 | 4,387 | 13.0% | $11.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $88.51万 | 0.33% | 3,082 | -75 | -2.4% | -$2.15万 | 减仓 |
| EFA | ISHARES TR | $88.43万 | 0.33% | 9,105 | 2,156 | 31.0% | $20.94万 | 加仓 |
| IBDW | ISHARES TR | $84.60万 | 0.31% | 40,421 | 1,353 | 3.5% | $2.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $82.68万 | 0.30% | 1,185 | 45 | 3.9% | $3.14万 | 加仓 |
| GOOGL | ALPHABET INC | $77.93万 | 0.29% | 2,710 | -2 | -0.1% | -$575 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.14万 | 0.26% | 2,935 | -265 | -8.3% | -$6.42万 | 减仓 |
| PFF | ISHARES TR | $65.73万 | 0.24% | 21,678 | 17 | 0.1% | $515 | 加仓 |
| ETN | EATON CORP PLC | $65.63万 | 0.24% | 1,835 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $65.36万 | 0.24% | 8,468 | -78 | -0.9% | -$6,020 | 减仓 |
| IYC | ISHARES TR | $63.93万 | 0.24% | 6,596 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $62.43万 | 0.23% | 13,460 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $60.74万 | 0.22% | 7,635 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $59.86万 | 0.22% | 8,129 | 400 | 5.2% | $2.95万 | 加仓 |
| CWB | SPDR SERIES TRUST | $59.81万 | 0.22% | 6,535 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $58.84万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $58.73万 | 0.22% | 3,462 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $54.83万 | 0.20% | 2,243 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $49.87万 | 0.18% | 19,673 | 19,673 | — | $49.87万 | 新建仓 |
| AGG | ISHARES TR | $43.91万 | 0.16% | 4,423 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $43.18万 | 0.16% | 7,048 | 44 | 0.6% | $2,696 | 加仓 |
| SBUX | STARBUCKS CORP | $42.70万 | 0.16% | 4,766 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $41.79万 | 0.15% | 2,020 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $41.37万 | 0.15% | 2,245 | -155 | -6.5% | -$2.86万 | 减仓 |
| IAK | ISHARES TR | $41.05万 | 0.15% | 3,200 | -100 | -3.0% | -$1.28万 | 减仓 |
| XSD | SPDR SERIES TRUST | $40.77万 | 0.15% | 1,250 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $39.76万 | 0.15% | 4,061 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $39.72万 | 0.15% | 7,792 | -1,960 | -20.1% | -$9.99万 | 减仓 |
| V | VISA INC | $37.69万 | 0.14% | 1,247 | -74 | -5.6% | -$2.24万 | 减仓 |
| CMF | ISHARES TR | $36.59万 | 0.13% | 6,435 | 2,250 | 53.8% | $12.79万 | 加仓 |
| IYY | ISHARES TR | $35.89万 | 0.13% | 2,265 | -1,499 | -39.8% | -$23.75万 | 减仓 |
| MCD | MCDONALDS CORP | $35.83万 | 0.13% | 1,153 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $35.15万 | 0.13% | 4,415 | -100 | -2.2% | -$7,961 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.74万 | 0.13% | 750 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $34.61万 | 0.13% | 7,100 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $34.07万 | 0.13% | 6,900 | 500 | 7.8% | $2.47万 | 加仓 |
| MRK | MERCK & CO INC | $34.00万 | 0.13% | 2,827 | -141 | -4.8% | -$1.70万 | 减仓 |
| MO | ALTRIA GROUP INC | $32.10万 | 0.12% | 4,864 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $30.92万 | 0.11% | 336 | -25 | -6.9% | -$2.30万 | 减仓 |
| GLD | SPDR GOLD TR | $30.12万 | 0.11% | 700 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.74万 | 0.11% | 2,059 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $29.51万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $29.22万 | 0.11% | 2,530 | 0 | 0.0% | — | 不变 |