Sound View Wealth Advisors Group, LLC
SAVANNAH GA · SEC CIK 0001784777
$14.70亿2026Q1 申报市值
422持仓数
28.3%前十大占比 · 第一大 4.7%
19 / 14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
IBDV 加仓+$585.84万
AZN 新建仓+$451.04万
CGIC 加仓+$425.80万
IBDU 加仓+$355.65万
IBDT 加仓+$295.26万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$433.04万
VTI 减仓-$177.63万
AAPL 减仓-$126.34万
SCHX 减仓-$103.41万
BMY 减仓-$96.75万
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 |
|---|---|---|---|---|---|---|---|---|
| IHI | ISHARES TR | $30.55万 | 0.02% | 5,726 | 47 | 0.8% | $2,507 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $30.60万 | 0.02% | 8,729 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $31.49万 | 0.02% | 5,657 | 568 | 11.2% | $3.16万 | 加仓 |
| MPC | MARATHON PETE CORP | $31.69万 | 0.02% | 1,298 | -3 | -0.2% | -$733 | 减仓 |
| MTB | M & T BK CORP | $31.73万 | 0.02% | 1,535 | -7 | -0.5% | -$1,447 | 减仓 |
| ESGU | ISHARES TR | $32.11万 | 0.02% | 2,270 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $32.32万 | 0.02% | 1,187 | -8 | -0.7% | -$2,178 | 减仓 |
| DSI | ISHARES TR | $32.47万 | 0.02% | 2,679 | -15 | -0.6% | -$1,818 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $32.78万 | 0.02% | 3,513 | -17 | -0.5% | -$1,586 | 减仓 |
| UL | UNILEVER PLC | $33.39万 | 0.02% | 5,861 | -888 | -13.2% | -$5.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.83万 | 0.02% | 2,313 | -3 | -0.1% | -$439 | 减仓 |
| SYY | SYSCO CORP | $33.97万 | 0.02% | 4,763 | -553 | -10.4% | -$3.94万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.04万 | 0.02% | 4,294 | -584 | -12.0% | -$4.63万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $34.31万 | 0.02% | 3,319 | 861 | 35.0% | $8.90万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $34.42万 | 0.02% | 4,938 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $34.49万 | 0.02% | 3,576 | 375 | 11.7% | $3.62万 | 加仓 |
| CI | THE CIGNA GROUP | $34.81万 | 0.02% | 1,305 | -26 | -2.0% | -$6,936 | 减仓 |
| IXN | ISHARES TR | $34.99万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $35.20万 | 0.02% | 2,264 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $35.35万 | 0.02% | 2,482 | 48 | 2.0% | $6,836 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $35.74万 | 0.02% | 3,224 | -769 | -19.3% | -$8.52万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $36.06万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $36.12万 | 0.02% | 31,297 | -5,101 | -14.0% | -$5.89万 | 减仓 |
| CCL | CARNIVAL CORP | $36.33万 | 0.02% | 14,039 | 22 | 0.2% | $569 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $36.69万 | 0.02% | 3,904 | 375 | 10.6% | $3.52万 | 加仓 |
| VLO | VALERO ENERGY CORP | $36.86万 | 0.03% | 1,492 | 1 | 0.1% | $247 | 加仓 |
| BDX | BECTON DICKINSON & CO | $37.17万 | 0.03% | 2,364 | -154 | -6.1% | -$2.42万 | 减仓 |
| EWY | ISHARES INC | $37.31万 | 0.03% | 3,033 | 3,033 | — | $37.31万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $37.36万 | 0.03% | 4,665 | -15 | -0.3% | -$1,201 | 减仓 |
| CAH | CARDINAL HEALTH INC | $37.44万 | 0.03% | 1,772 | -373 | -17.4% | -$7.88万 | 减仓 |
| ALL | ALLSTATE CORP | $37.67万 | 0.03% | 1,817 | -55 | -2.9% | -$1.14万 | 减仓 |
| MET | METLIFE INC | $38.29万 | 0.03% | 5,414 | -248 | -4.4% | -$1.75万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $38.51万 | 0.03% | 16,686 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.55万 | 0.03% | 2,451 | -193 | -7.3% | -$3.04万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $38.82万 | 0.03% | 5,195 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $40.14万 | 0.03% | 1,354 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $40.29万 | 0.03% | 6,441 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $40.41万 | 0.03% | 467 | 62 | 15.3% | $5.37万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $40.85万 | 0.03% | 9,018 | -80 | -0.9% | -$3,624 | 减仓 |
| TDV | PROSHARES TR | $40.85万 | 0.03% | 4,823 | 1 | 0.0% | $85 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $41.18万 | 0.03% | 1,594 | 15 | 0.9% | $3,875 | 加仓 |
| PULS | PGIM ETF TR | $41.58万 | 0.03% | 8,400 | 8,400 | — | $41.58万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $42.36万 | 0.03% | 3,571 | -13 | -0.4% | -$1,542 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $42.42万 | 0.03% | 2,090 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $42.46万 | 0.03% | 7,516 | 206 | 2.8% | $1.16万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $42.91万 | 0.03% | 10,044 | -100 | -1.0% | -$4,272 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $42.95万 | 0.03% | 2,166 | 244 | 12.7% | $4.84万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $43.02万 | 0.03% | 1,964 | -9 | -0.5% | -$1,971 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $43.18万 | 0.03% | 10,850 | -371 | -3.3% | -$1.48万 | 减仓 |
| NVS | NOVARTIS AG | $43.20万 | 0.03% | 2,828 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $43.30万 | 0.03% | 3,668 | 1,129 | 44.5% | $13.33万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $44.10万 | 0.03% | 10,242 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $44.25万 | 0.03% | 131 | -3 | -2.2% | -$1.01万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $44.54万 | 0.03% | 9,021 | -741 | -7.6% | -$3.66万 | 减仓 |
| OKE | ONEOK INC NEW | $44.57万 | 0.03% | 4,931 | -1,020 | -17.1% | -$9.22万 | 减仓 |
| USXF | ISHARES TR | $45.20万 | 0.03% | 8,189 | -25 | -0.3% | -$1,380 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $45.27万 | 0.03% | 2,309 | -27 | -1.2% | -$5,293 | 减仓 |
| NUBD | NUSHARES ETF TR | $45.32万 | 0.03% | 20,404 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $45.44万 | 0.03% | 4,699 | -234 | -4.7% | -$2.26万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $45.52万 | 0.03% | 5,903 | 900 | 18.0% | $6.94万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $45.69万 | 0.03% | 12,870 | 629 | 5.1% | $2.23万 | 加仓 |
| DEO | DIAGEO PLC | $46.13万 | 0.03% | 6,197 | -1,115 | -15.2% | -$8.30万 | 减仓 |
| PSX | PHILLIPS 66 | $46.29万 | 0.03% | 2,541 | -147 | -5.5% | -$2.68万 | 减仓 |
| SUSA | ISHARES TR | $46.63万 | 0.03% | 3,530 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $46.69万 | 0.03% | 1,862 | -12 | -0.6% | -$3,009 | 减仓 |
| SHLD | GLOBAL X FDS | $47.51万 | 0.03% | 6,707 | 1,507 | 29.0% | $10.68万 | 加仓 |
| EAGG | ISHARES TR | $47.71万 | 0.03% | 10,034 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $47.92万 | 0.03% | 11,830 | 204 | 1.8% | $8,264 | 加仓 |
| HAS | HASBRO INC | $48.66万 | 0.03% | 5,198 | -12 | -0.2% | -$1,123 | 减仓 |
| VDE | VANGUARD WORLD FD | $48.84万 | 0.03% | 2,822 | 470 | 20.0% | $8.13万 | 加仓 |
| CMI | CUMMINS INC | $50.12万 | 0.03% | 931 | -50 | -5.1% | -$2.69万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $50.42万 | 0.03% | 6,409 | -282 | -4.2% | -$2.22万 | 减仓 |
| TGT | TARGET CORP | $50.77万 | 0.03% | 4,189 | -287 | -6.4% | -$3.48万 | 减仓 |
| O | REALTY INCOME CORP | $51.97万 | 0.04% | 8,495 | 454 | 5.6% | $2.78万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $53.35万 | 0.04% | 9,124 | 927 | 11.3% | $5.42万 | 加仓 |
| WWD | WOODWARD INC | $53.62万 | 0.04% | 1,498 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $53.76万 | 0.04% | 14,072 | -1,037 | -6.9% | -$3.96万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $53.92万 | 0.04% | 9,575 | -556 | -5.5% | -$3.13万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $54.01万 | 0.04% | 13,749 | 9 | 0.1% | $354 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $54.58万 | 0.04% | 1,398 | -47 | -3.3% | -$1.83万 | 减仓 |
| GLDM | WORLD GOLD TR | $56.59万 | 0.04% | 6,105 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $58.77万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $59.34万 | 0.04% | 1,666 | 193 | 13.1% | $6.87万 | 加仓 |
| AON | AON PLC | $60.23万 | 0.04% | 1,866 | -69 | -3.6% | -$2.23万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $60.38万 | 0.04% | 3,310 | 722 | 27.9% | $13.17万 | 加仓 |
| BGRN | ISHARES TR | $60.60万 | 0.04% | 12,766 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $61.74万 | 0.04% | 2,573 | 139 | 5.7% | $3.34万 | 加仓 |
| USB | US BANCORP | $61.75万 | 0.04% | 11,872 | 240 | 2.1% | $1.25万 | 加仓 |
| GPN | GLOBAL PMTS INC | $62.91万 | 0.04% | 9,347 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $63.59万 | 0.04% | 3,354 | 1 | 0.0% | $190 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $63.91万 | 0.04% | 3,072 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $64.72万 | 0.04% | 2,219 | -26 | -1.2% | -$7,584 | 减仓 |
| CB | CHUBB LTD SWITZ | $65.87万 | 0.04% | 2,021 | -2 | -0.1% | -$652 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $66.30万 | 0.05% | 6,131 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $66.64万 | 0.05% | 1,969 | -220 | -10.1% | -$7.45万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $67.68万 | 0.05% | 9,544 | 6 | 0.1% | $425 | 加仓 |
| CW | CURTISS WRIGHT CORP | $67.84万 | 0.05% | 996 | -5 | -0.5% | -$3,406 | 减仓 |
| TFC | TRUIST FINL CORP | $67.84万 | 0.05% | 14,758 | 3 | 0.0% | $138 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $68.13万 | 0.05% | 2,083 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $68.81万 | 0.05% | 23,734 | -484 | -2.0% | -$1.40万 | 减仓 |