Sound View Wealth Advisors Group, LLC
SAVANNAH GA · SEC CIK 0001784777
$16.11亿2026Q2 申报市值
440持仓数
26.9%前十大占比 · 第一大 4.8%
37 / 22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
IBDY 加仓+$1,167.21万
CGIC 加仓+$347.83万
IBDU 加仓+$297.98万
IBDW 加仓+$294.03万
IBDV 加仓+$291.42万
2026Q2 卖出最多 按季末市值估算
IBDR 减仓-$1,232.75万
IBTG 减仓-$664.76万
TSLA 减仓-$213.41万
DGRO 减仓-$171.10万
JNJ 减仓-$157.59万
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 |
|---|---|---|---|---|---|---|---|---|
| CRS | CARPENTER TECHNOLOGY CORP | $29.42万 | 0.02% | 477 | 477 | — | $29.42万 | 新建仓 |
| MCK | MCKESSON CORP | $29.47万 | 0.02% | 390 | -77 | -16.5% | -$5.82万 | 减仓 |
| ITA | ISHARES TR | $29.48万 | 0.02% | 1,216 | -78 | -6.0% | -$1.89万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.56万 | 0.02% | 1,389 | 25 | 1.8% | $5,321 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.69万 | 0.02% | 1,738 | 1,738 | — | $29.69万 | 新建仓 |
| DEO | DIAGEO PLC | $29.69万 | 0.02% | 3,694 | -2,503 | -40.4% | -$20.12万 | 减仓 |
| UL | UNILEVER PLC | $29.90万 | 0.02% | 4,973 | -888 | -15.2% | -$5.34万 | 减仓 |
| MOAT | VANECK ETF TRUST | $29.95万 | 0.02% | 2,881 | -1,818 | -38.7% | -$18.90万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $30.22万 | 0.02% | 781 | -221 | -22.1% | -$8.55万 | 减仓 |
| MSA | MSA SAFETY INC | $30.48万 | 0.02% | 1,746 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $31.16万 | 0.02% | 1,028 | -7 | -0.7% | -$2,122 | 减仓 |
| CCL | CARNIVAL CORP LTD | $31.56万 | 0.02% | 11,047 | 11,047 | — | $31.56万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $31.70万 | 0.02% | 6,908 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $32.29万 | 0.02% | 8,729 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $32.42万 | 0.02% | 2,090 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.46万 | 0.02% | 2,782 | 469 | 20.3% | $5.47万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $32.51万 | 0.02% | 1,209 | -39 | -3.1% | -$1.05万 | 减仓 |
| BA | BOEING CO | $32.82万 | 0.02% | 1,516 | 245 | 19.3% | $5.30万 | 加仓 |
| USHY | ISHARES TR | $32.91万 | 0.02% | 8,891 | 8,891 | — | $32.91万 | 新建仓 |
| MPC | MARATHON PETE CORP | $33.19万 | 0.02% | 1,298 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $33.42万 | 0.02% | 3,622 | -282 | -7.2% | -$2.60万 | 减仓 |
| ADI | ANALOG DEVICES INC | $33.46万 | 0.02% | 843 | 15 | 1.8% | $5,954 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.58万 | 0.02% | 4,249 | -45 | -1.0% | -$3,556 | 减仓 |
| IEMG | ISHARES INC | $33.68万 | 0.02% | 4,066 | 73 | 1.8% | $6,047 | 加仓 |
| ESGV | VANGUARD WORLD FD | $33.95万 | 0.02% | 2,567 | -79 | -3.0% | -$1.04万 | 减仓 |
| APP | APPLOVIN CORP | $34.16万 | 0.02% | 663 | 106 | 19.0% | $5.46万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $34.26万 | 0.02% | 3,179 | -56 | -1.7% | -$6,036 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $34.56万 | 0.02% | 3,226 | 2 | 0.1% | $214 | 加仓 |
| SNOW | SNOWFLAKE INC | $34.71万 | 0.02% | 1,364 | 11 | 0.8% | $2,800 | 加仓 |
| VMC | VULCAN MATLS CO | $35.02万 | 0.02% | 1,187 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $35.13万 | 0.02% | 550 | 550 | — | $35.13万 | 新建仓 |
| CI | THE CIGNA GROUP | $35.76万 | 0.02% | 1,297 | -8 | -0.6% | -$2,205 | 减仓 |
| MTB | M & T BK CORP | $36.06万 | 0.02% | 1,515 | -20 | -1.3% | -$4,760 | 减仓 |
| IXN | ISHARES TR | $36.12万 | 0.02% | 2,500 | -1,000 | -28.6% | -$14.45万 | 减仓 |
| ADPV | SERIES PORTFOLIOS TR | $36.43万 | 0.02% | 7,539 | 1,078 | 16.7% | $5.21万 | 加仓 |
| DSI | ISHARES TR | $36.48万 | 0.02% | 2,562 | -117 | -4.4% | -$1.67万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $36.56万 | 0.02% | 1,539 | -233 | -13.1% | -$5.54万 | 减仓 |
| ESGU | ISHARES TR | $37.16万 | 0.02% | 2,270 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $37.19万 | 0.02% | 3,595 | 430 | 13.6% | $4.45万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $37.42万 | 0.02% | 4,938 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $37.86万 | 0.02% | 953 | -107 | -10.1% | -$4.25万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $38.38万 | 0.02% | 1,801 | -163 | -8.3% | -$3.47万 | 减仓 |
| VLO | VALERO ENERGY CORP | $38.88万 | 0.02% | 1,493 | 1 | 0.1% | $260 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $38.95万 | 0.02% | 7,101 | 7,101 | — | $38.95万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $39.09万 | 0.02% | 5,195 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $39.38万 | 0.02% | 2,038 | 645 | 46.3% | $12.46万 | 加仓 |
| SYY | SYSCO CORP | $39.77万 | 0.02% | 4,758 | -5 | -0.1% | -$418 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $39.98万 | 0.02% | 3,542 | 223 | 6.7% | $2.52万 | 加仓 |
| ITOT | ISHARES TR | $40.77万 | 0.03% | 2,482 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $40.88万 | 0.03% | 3,682 | 3,682 | — | $40.88万 | 新建仓 |
| ARGX | ARGENX SE | $41.01万 | 0.03% | 442 | 127 | 40.3% | $11.78万 | 加仓 |
| ALL | ALLSTATE CORP | $41.12万 | 0.03% | 1,728 | -89 | -4.9% | -$2.12万 | 减仓 |
| PSX | PHILLIPS 66 | $41.69万 | 0.03% | 2,466 | -75 | -3.0% | -$1.27万 | 减仓 |
| AZO | AUTOZONE INC | $41.87万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $42.15万 | 0.03% | 1,909 | -533 | -21.8% | -$11.77万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $42.66万 | 0.03% | 3,513 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $42.87万 | 0.03% | 4,931 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $43.63万 | 0.03% | 1,193 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $43.72万 | 0.03% | 19,753 | -651 | -3.2% | -$1.44万 | 减仓 |
| T | AT&T INC | $44.16万 | 0.03% | 21,335 | -2,399 | -10.1% | -$4.97万 | 减仓 |
| HAS | HASBRO INC | $44.19万 | 0.03% | 5,350 | 152 | 2.9% | $1.26万 | 加仓 |
| NVS | NOVARTIS AG | $44.32万 | 0.03% | 2,828 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $44.37万 | 0.03% | 9,722 | -322 | -3.2% | -$1.47万 | 减仓 |
| MET | METLIFE INC | $44.94万 | 0.03% | 5,311 | -103 | -1.9% | -$8,715 | 减仓 |
| VDE | VANGUARD WORLD FD | $45.37万 | 0.03% | 3,022 | 200 | 7.1% | $3.00万 | 加仓 |
| PULS | PGIM ETF TR | $45.59万 | 0.03% | 9,200 | 800 | 9.5% | $3.96万 | 加仓 |
| EAGG | ISHARES TR | $46.14万 | 0.03% | 9,732 | -302 | -3.0% | -$1.43万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $46.29万 | 0.03% | 5,117 | 452 | 9.7% | $4.09万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $47.16万 | 0.03% | 10,242 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $47.57万 | 0.03% | 2,309 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $47.91万 | 0.03% | 11,815 | -15 | -0.1% | -$608 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $48.15万 | 0.03% | 4,600 | 100 | 2.2% | $1.05万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $48.36万 | 0.03% | 9,021 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $48.49万 | 0.03% | 6,105 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $49.01万 | 0.03% | 1,565 | -101 | -6.1% | -$3.16万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $49.29万 | 0.03% | 16,686 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $49.93万 | 0.03% | 1,862 | 0 | 0.0% | — | 不变 |
| NASA | TEMA ETF TRUST | $50.08万 | 0.03% | 16,486 | 16,486 | — | $50.08万 | 新建仓 |
| TDV | PROSHARES TR | $50.14万 | 0.03% | 4,823 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $50.46万 | 0.03% | 5,903 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $50.51万 | 0.03% | 6,441 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $50.58万 | 0.03% | 1,189 | -309 | -20.6% | -$13.15万 | 减仓 |
| PPL | PPL CORP | $51.15万 | 0.03% | 14,072 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.99万 | 0.03% | 15,617 | -8,269 | -34.6% | -$27.53万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $52.13万 | 0.03% | 3,605 | 34 | 1.0% | $4,917 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $52.90万 | 0.03% | 14,964 | 2,094 | 16.3% | $7.40万 | 加仓 |
| TGT | TARGET CORP | $53.50万 | 0.03% | 4,096 | -93 | -2.2% | -$1.21万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $53.82万 | 0.03% | 12,754 | 1,904 | 17.5% | $8.03万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $54.38万 | 0.03% | 6,275 | -134 | -2.1% | -$1.16万 | 减仓 |
| SUSA | ISHARES TR | $54.47万 | 0.03% | 3,530 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $54.72万 | 0.03% | 4,864 | 1,288 | 36.0% | $14.49万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $55.18万 | 0.03% | 9,514 | 3,857 | 68.2% | $22.37万 | 加仓 |
| USXF | ISHARES TR | $55.20万 | 0.03% | 7,948 | -241 | -2.9% | -$1.67万 | 减仓 |
| SLB | SLB LIMITED | $55.21万 | 0.03% | 11,876 | -3,053 | -20.5% | -$14.19万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $55.60万 | 0.03% | 9,003 | -121 | -1.3% | -$7,473 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $55.82万 | 0.03% | 2,782 | -528 | -16.0% | -$10.59万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $56.02万 | 0.03% | 13,758 | 9 | 0.1% | $366 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $56.46万 | 0.04% | 1,519 | -75 | -4.7% | -$2.79万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $57.64万 | 0.04% | 1,336 | -26 | -1.9% | -$1.12万 | 减仓 |
| BGRN | ISHARES TR | $58.68万 | 0.04% | 12,360 | -406 | -3.2% | -$1.93万 | 减仓 |