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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $31.25万 | 0.10% | 1,885 | -135 | -6.7% | -$2.24万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $31.24万 | 0.10% | 3,605 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.17万 | 0.10% | 1,153 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $30.39万 | 0.10% | 2,530 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $30.39万 | 0.10% | 2,972 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $30.19万 | 0.10% | 2,059 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $30.16万 | 0.10% | 910 | 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 |
| VHT | VANGUARD WORLD FD | $29.45万 | 0.10% | 985 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $29.36万 | 0.09% | 1,309 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.30万 | 0.09% | 3,402 | 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 |
| VTV | VANGUARD INDEX FDS | $28.12万 | 0.09% | 1,290 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $28.00万 | 0.09% | 3,090 | 3,090 | — | $28.00万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $27.69万 | 0.09% | 1,750 | 150 | 9.4% | $2.37万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.64万 | 0.09% | 665 | -300 | -31.1% | -$12.47万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $27.28万 | 0.09% | 800 | 800 | — | $27.28万 | 新建仓 |
| IYK | ISHARES TR | $27.03万 | 0.09% | 3,720 | -400 | -9.7% | -$2.91万 | 减仓 |
| IYH | ISHARES TR | $26.80万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $26.66万 | 0.09% | 1,600 | -400 | -20.0% | -$6.67万 | 减仓 |
| CRM | SALESFORCE INC | $24.98万 | 0.08% | 1,595 | 300 | 23.2% | $4.70万 | 加仓 |
| USIG | ISHARES TR | $24.23万 | 0.08% | 4,725 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $23.01万 | 0.07% | 1,644 | 1,644 | — | $23.01万 | 新建仓 |
| BA | BOEING CO | $22.58万 | 0.07% | 1,043 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $22.25万 | 0.07% | 2,325 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $21.70万 | 0.07% | 1,166 | 1,166 | — | $21.70万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.30万 | 0.07% | 200 | 200 | — | $21.30万 | 新建仓 |
| IWB | ISHARES TR | $20.48万 | 0.07% | 500 | 500 | — | $20.48万 | 新建仓 |
| — | 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 |