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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $2,112.49万 | 6.82% | 170,129 | 569 | 0.3% | $7.07万 | 加仓 |
| IWR | ISHARES TR | $1,651.97万 | 5.33% | 149,744 | -17,929 | -10.7% | -$197.79万 | 减仓 |
| IWD | ISHARES TR | $1,638.52万 | 5.29% | 67,587 | 928 | 1.4% | $22.50万 | 加仓 |
| AAPL | APPLE INC | $1,545.86万 | 4.99% | 53,424 | 2 | 0.0% | $579 | 加仓 |
| IWN | ISHARES TR | $1,337.79万 | 4.32% | 60,479 | -444 | -0.7% | -$9.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,323.77万 | 4.27% | 35,774 | 227 | 0.6% | $8.40万 | 加仓 |
| IVW | ISHARES TR | $1,190.91万 | 3.84% | 86,593 | 15,255 | 21.4% | $209.80万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,148.27万 | 3.71% | 72,662 | 3,537 | 5.1% | $55.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,132.32万 | 3.65% | 30,356 | 21 | 0.1% | $7,833 | 加仓 |
| AMZN | AMAZON COM INC | $895.54万 | 2.89% | 37,574 | 1,205 | 3.3% | $28.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $739.53万 | 2.39% | 14,779 | 475 | 3.3% | $23.77万 | 加仓 |
| IBDT | ISHARES TR | $661.48万 | 2.13% | 261,971 | 13,574 | 5.5% | $34.27万 | 加仓 |
| IJH | ISHARES TR | $654.41万 | 2.11% | 84,867 | 8,050 | 10.5% | $62.07万 | 加仓 |
| IJS | ISHARES TR | $652.03万 | 2.10% | 47,705 | 1,857 | 4.1% | $25.38万 | 加仓 |
| IBDS | ISHARES TR | $574.28万 | 1.85% | 237,110 | 164 | 0.1% | $3,972 | 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 |
| IVE | ISHARES TR | $569.37万 | 1.84% | 25,076 | 13,439 | 115.5% | $305.14万 | 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 |
| IVV | ISHARES TR | $508.57万 | 1.64% | 6,791 | 96 | 1.4% | $7.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $438.26万 | 1.41% | 23,003 | 743 | 3.3% | $14.16万 | 加仓 |
| IBDU | ISHARES TR | $430.17万 | 1.39% | 185,740 | 20,724 | 12.6% | $48.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $376.76万 | 1.22% | 11,510 | 100 | 0.9% | $3.27万 | 加仓 |
| DVY | ISHARES TR | $366.39万 | 1.18% | 23,442 | 33 | 0.1% | $5,158 | 加仓 |
| VBR | VANGUARD INDEX FDS | $360.74万 | 1.16% | 14,846 | 200 | 1.4% | $4.86万 | 加仓 |
| IBDR | ISHARES TR | $336.43万 | 1.09% | 138,850 | -7,253 | -5.0% | -$17.57万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $304.39万 | 0.98% | 60,180 | 2,500 | 4.3% | $12.65万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $300.70万 | 0.97% | 12,708 | -105 | -0.8% | -$2.48万 | 减仓 |
| IWM | ISHARES TR | $276.85万 | 0.89% | 9,215 | 934 | 11.3% | $28.06万 | 加仓 |
| IBMP | ISHARES TR | $270.70万 | 0.87% | 106,489 | 2,266 | 2.2% | $5.76万 | 加仓 |
| IBMQ | ISHARES TR | $267.16万 | 0.86% | 104,442 | 982 | 0.9% | $2.51万 | 加仓 |
| IYW | ISHARES TR | $264.34万 | 0.85% | 10,480 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $252.35万 | 0.81% | 14,129 | 241 | 1.7% | $4.30万 | 加仓 |
| IWO | ISHARES TR | $247.43万 | 0.80% | 6,281 | -433 | -6.4% | -$17.06万 | 减仓 |
| IBMO | ISHARES TR | $245.32万 | 0.79% | 95,677 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $240.65万 | 0.78% | 16,290 | 90 | 0.6% | $1.33万 | 加仓 |
| MUB | ISHARES TR | $229.55万 | 0.74% | 21,330 | 93 | 0.4% | $1.00万 | 加仓 |
| GOOG | ALPHABET INC | $210.66万 | 0.68% | 5,962 | 25 | 0.4% | $8,833 | 加仓 |
| VIS | VANGUARD WORLD FD | $202.71万 | 0.65% | 5,625 | -1,015 | -15.3% | -$36.58万 | 减仓 |
| IBDV | ISHARES TR | $188.74万 | 0.61% | 86,577 | 18,133 | 26.5% | $39.53万 | 加仓 |
| DTD | WISDOMTREE TR | $177.63万 | 0.57% | 19,049 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $168.20万 | 0.54% | 1,798 | -20 | -1.1% | -$1.87万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $166.57万 | 0.54% | 13,033 | -124 | -0.9% | -$1.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $155.70万 | 0.50% | 7,781 | -4 | -0.1% | -$800 | 减仓 |
| IWS | ISHARES TR | $153.09万 | 0.49% | 9,301 | 250 | 2.8% | $4.12万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.48% | 2 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $146.43万 | 0.47% | 18,528 | -428 | -2.3% | -$3.38万 | 减仓 |
| META | META PLATFORMS INC | $146.35万 | 0.47% | 2,598 | 96 | 3.8% | $5.41万 | 加仓 |
| EEM | ISHARES TR | $142.21万 | 0.46% | 20,787 | -2,129 | -9.3% | -$14.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $141.98万 | 0.46% | 1,928 | -14 | -0.7% | -$1.03万 | 减仓 |
| LQD | ISHARES TR | $141.09万 | 0.46% | 12,936 | -1,522 | -10.5% | -$16.60万 | 减仓 |
| IWV | ISHARES TR | $136.02万 | 0.44% | 3,190 | -20 | -0.6% | -$8,528 | 减仓 |
| IJR | ISHARES TR | $123.41万 | 0.40% | 8,321 | 301 | 3.8% | $4.46万 | 加仓 |
| VDE | VANGUARD WORLD FD | $118.90万 | 0.38% | 7,920 | -500 | -5.9% | -$7.51万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $116.07万 | 0.37% | 13,109 | 65 | 0.5% | $5,755 | 加仓 |
| VGT | VANGUARD WORLD FD | $114.50万 | 0.37% | 9,580 | 100 | 1.1% | $1.20万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $108.77万 | 0.35% | 13,160 | -125 | -0.9% | -$1.03万 | 减仓 |
| SUB | ISHARES TR | $107.44万 | 0.35% | 10,091 | -100 | -1.0% | -$1.06万 | 减仓 |
| ICF | ISHARES TR | $102.32万 | 0.33% | 15,130 | -1,035 | -6.4% | -$7.00万 | 减仓 |
| EFA | ISHARES TR | $100.43万 | 0.32% | 9,668 | 563 | 6.2% | $5.85万 | 加仓 |
| IEMG | ISHARES INC | $100.30万 | 0.32% | 12,108 | 8,404 | 226.9% | $69.62万 | 加仓 |
| GOOGL | ALPHABET INC | $96.85万 | 0.31% | 2,710 | 0 | 0.0% | — | 不变 |
| IBDX | ISHARES TR | $96.62万 | 0.31% | 38,355 | 213 | 0.6% | $5,365 | 加仓 |
| IBDW | ISHARES TR | $84.74万 | 0.27% | 40,662 | 241 | 0.6% | $5,022 | 加仓 |
| VO | VANGUARD INDEX FDS | $83.21万 | 0.27% | 10,328 | -2,000 | -16.2% | -$16.11万 | 减仓 |
| ETN | EATON CORP PLC | $78.19万 | 0.25% | 1,835 | 0 | 0.0% | — | 不变 |
| XSD | SPDR SERIES TRUST | $77.96万 | 0.25% | 1,250 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $70.46万 | 0.23% | 6,535 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $65.52万 | 0.21% | 8,543 | 75 | 0.9% | $5,753 | 加仓 |
| IYC | ISHARES TR | $64.16万 | 0.21% | 6,346 | -250 | -3.8% | -$2.53万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $63.48万 | 0.20% | 13,460 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $62.25万 | 0.20% | 20,417 | -1,261 | -5.8% | -$3.84万 | 减仓 |
| HYG | ISHARES TR | $61.06万 | 0.20% | 7,635 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $59.67万 | 0.19% | 8,129 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $58.62万 | 0.19% | 4,000 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $58.15万 | 0.19% | 6,021 | 6,021 | — | $58.15万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $57.93万 | 0.19% | 2,060 | -875 | -29.8% | -$24.61万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $56.97万 | 0.18% | 2,243 | 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 |
| IBMR | ISHARES TR | $49.95万 | 0.16% | 19,673 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $48.70万 | 0.16% | 4,766 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $48.25万 | 0.16% | 4,055 | -6 | -0.1% | -$714 | 减仓 |
| CMF | ISHARES TR | $47.15万 | 0.15% | 8,180 | 1,745 | 27.1% | $10.06万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $44.67万 | 0.14% | 8,535 | 3,165 | 58.9% | $16.57万 | 加仓 |
| ARTY | ISHARES TR | $44.55万 | 0.14% | 5,850 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $44.36万 | 0.14% | 2,245 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $43.78万 | 0.14% | 4,423 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $42.87万 | 0.14% | 3,050 | -150 | -4.7% | -$2.11万 | 减仓 |
| V | VISA INC | $42.78万 | 0.14% | 1,247 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $41.29万 | 0.13% | 2,265 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $40.46万 | 0.13% | 7,100 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $40.35万 | 0.13% | 336 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $39.74万 | 0.13% | 7,792 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $39.18万 | 0.13% | 750 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $37.57万 | 0.12% | 7,074 | 26 | 0.4% | $1,381 | 加仓 |
| MO | ALTRIA GROUP INC | $35.00万 | 0.11% | 4,864 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $33.15万 | 0.11% | 900 | 200 | 28.6% | $7.37万 | 加仓 |
| CSCO | CISCO SYS INC | $32.90万 | 0.11% | 2,801 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.62万 | 0.11% | 2,539 | -288 | -10.2% | -$3.70万 | 减仓 |
| INTC | INTEL CORP | $32.34万 | 0.10% | 2,316 | 2,316 | — | $32.34万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $31.63万 | 0.10% | 5,900 | -1,000 | -14.5% | -$5.36万 | 减仓 |