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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC | $68.81万 | 0.05% | 1,388 | -7 | -0.5% | -$3,470 | 减仓 |
| DHR | DANAHER CORP DEL | $69.75万 | 0.05% | 3,679 | -341 | -8.5% | -$6.47万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $70.27万 | 0.05% | 17,798 | 757 | 4.4% | $2.99万 | 加仓 |
| NOW | SERVICENOW INC | $70.28万 | 0.05% | 6,722 | -153 | -2.2% | -$1.60万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $70.96万 | 0.05% | 3,410 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $71.11万 | 0.05% | 6,220 | -16 | -0.3% | -$1,829 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $71.32万 | 0.05% | 5,414 | 171 | 3.3% | $2.25万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $71.42万 | 0.05% | 3,829 | 115 | 3.1% | $2.14万 | 加仓 |
| CME | CME GROUP INC | $72.14万 | 0.05% | 2,442 | 231 | 10.4% | $6.82万 | 加仓 |
| IGM | ISHARES TR | $72.43万 | 0.05% | 6,112 | -46 | -0.7% | -$5,451 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $72.47万 | 0.05% | 15,050 | 258 | 1.7% | $1.24万 | 加仓 |
| EFA | ISHARES TR | $72.55万 | 0.05% | 7,469 | 10 | 0.1% | $971 | 加仓 |
| MCO | MOODYS CORP | $72.64万 | 0.05% | 1,665 | -63 | -3.6% | -$2.75万 | 减仓 |
| DASH | DOORDASH INC | $73.06万 | 0.05% | 4,866 | 229 | 4.9% | $3.44万 | 加仓 |
| IWO | ISHARES TR | $74.52万 | 0.05% | 2,375 | 2 | 0.1% | $628 | 加仓 |
| IJH | ISHARES TR | $74.56万 | 0.05% | 11,041 | 5 | 0.0% | $338 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $75.25万 | 0.05% | 10,729 | -30 | -0.3% | -$2,104 | 减仓 |
| MUB | ISHARES TR | $75.28万 | 0.05% | 7,092 | -512 | -6.7% | -$5.43万 | 减仓 |
| SLB | SLB LIMITED | $76.72万 | 0.05% | 14,929 | -662 | -4.2% | -$3.40万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $76.89万 | 0.05% | 1,539 | 30 | 2.0% | $1.50万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $78.21万 | 0.05% | 2,692 | -464 | -14.7% | -$13.48万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $78.55万 | 0.05% | 9,216 | -902 | -8.9% | -$7.69万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $78.85万 | 0.05% | 27,463 | -4,835 | -15.0% | -$13.88万 | 减仓 |
| HDV | ISHARES TR | $80.72万 | 0.05% | 5,948 | 176 | 3.0% | $2.39万 | 加仓 |
| SHY | ISHARES TR | $81.86万 | 0.06% | 9,914 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $82.77万 | 0.06% | 11,021 | -1,340 | -10.8% | -$10.06万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $83.21万 | 0.06% | 17,170 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $83.39万 | 0.06% | 6,133 | -159 | -2.5% | -$2.16万 | 减仓 |
| MMM | 3M CO | $83.88万 | 0.06% | 5,775 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $84.31万 | 0.06% | 6,387 | -20 | -0.3% | -$2,640 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $84.32万 | 0.06% | 13,764 | 28 | 0.2% | $1,715 | 加仓 |
| HSY | HERSHEY CO | $84.78万 | 0.06% | 4,078 | -214 | -5.0% | -$4.45万 | 减仓 |
| GEV | GE VERNOVA INC | $87.81万 | 0.06% | 1,006 | -28 | -2.7% | -$2.44万 | 减仓 |
| PRK | PARK NATL CORP | $88.15万 | 0.06% | 5,393 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $89.33万 | 0.06% | 46,283 | -333 | -0.7% | -$6,427 | 减仓 |
| C | CITIGROUP INC | $89.78万 | 0.06% | 7,917 | -81 | -1.0% | -$9,186 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $90.03万 | 0.06% | 7,777 | -231 | -2.9% | -$2.67万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $91.77万 | 0.06% | 23,886 | 1,106 | 4.9% | $4.25万 | 加仓 |
| UNP | UNION PAC CORP | $91.78万 | 0.06% | 3,783 | -164 | -4.2% | -$3.98万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $92.06万 | 0.06% | 25,975 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $92.41万 | 0.06% | 8,037 | 333 | 4.3% | $3.83万 | 加仓 |
| ASML | ASML HLDG NV | $92.99万 | 0.06% | 704 | -35 | -4.7% | -$4.62万 | 减仓 |
| — | BYRNA TECHNOLOGIES INC | $94.06万 | 0.06% | 102,458 | -152 | -0.1% | -$1,395 | 减仓 |
| IWP | ISHARES TR | $95.01万 | 0.06% | 7,416 | -5 | -0.1% | -$641 | 减仓 |
| MS | MORGAN STANLEY | $95.24万 | 0.06% | 5,787 | -180 | -3.0% | -$2.96万 | 减仓 |
| USMV | ISHARES TR | $95.37万 | 0.06% | 10,284 | 4 | 0.0% | $371 | 加仓 |
| IBB | ISHARES TR | $95.68万 | 0.07% | 5,666 | -46 | -0.8% | -$7,768 | 减仓 |
| IBDY | ISHARES TR | $96.20万 | 0.07% | 37,215 | 29,526 | 384.0% | $76.32万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $96.98万 | 0.07% | 19,092 | 326 | 1.7% | $1.66万 | 加仓 |
| IJR | ISHARES TR | $100.29万 | 0.07% | 8,067 | 462 | 6.1% | $5.74万 | 加仓 |
| EFX | EQUIFAX INC | $100.37万 | 0.07% | 5,574 | -160 | -2.8% | -$2.88万 | 减仓 |
| PAYX | PAYCHEX INC | $101.77万 | 0.07% | 11,048 | 1,031 | 10.3% | $9.50万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $101.87万 | 0.07% | 23,631 | -1,264 | -5.1% | -$5.45万 | 减仓 |
| IWS | ISHARES TR | $105.71万 | 0.07% | 7,253 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES TR | $105.72万 | 0.07% | 40,930 | 2,596 | 6.8% | $6.71万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $106.64万 | 0.07% | 13,173 | -132 | -1.0% | -$1.07万 | 减仓 |
| CRM | SALESFORCE INC | $106.95万 | 0.07% | 5,729 | -247 | -4.1% | -$4.61万 | 减仓 |
| COWZ | PACER FDS TR | $107.03万 | 0.07% | 17,108 | -6,350 | -27.1% | -$39.72万 | 减仓 |
| KLAC | KLA CORP | $107.56万 | 0.07% | 731 | -58 | -7.4% | -$8.53万 | 减仓 |
| CSX | CSX CORP | $107.81万 | 0.07% | 26,264 | -200 | -0.8% | -$8,210 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.27万 | 0.07% | 17,052 | 1,683 | 11.0% | $10.78万 | 加仓 |
| FIX | COMFORT SYS USA INC | $111.42万 | 0.08% | 808 | 5 | 0.6% | $6,895 | 加仓 |
| ZTS | ZOETIS INC | $111.78万 | 0.08% | 9,456 | 81 | 0.9% | $9,575 | 加仓 |
| GE | GE AEROSPACE | $112.73万 | 0.08% | 3,972 | 73 | 1.9% | $2.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $113.27万 | 0.08% | 2,457 | -166 | -6.3% | -$7.65万 | 减仓 |
| SMH | VANECK ETF TRUST | $116.25万 | 0.08% | 3,032 | -56 | -1.8% | -$2.15万 | 减仓 |
| DIS | DISNEY WALT CO | $116.58万 | 0.08% | 12,095 | 496 | 4.3% | $4.78万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $117.46万 | 0.08% | 5,967 | -68 | -1.1% | -$1.34万 | 减仓 |
| SHOP | SHOPIFY INC | $117.59万 | 0.08% | 9,913 | 1,496 | 17.8% | $17.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $118.95万 | 0.08% | 22,007 | 173 | 0.8% | $9,351 | 加仓 |
| TMFC | RBB FD INC | $121.14万 | 0.08% | 18,362 | -117 | -0.6% | -$7,719 | 减仓 |
| VCR | VANGUARD WORLD FD | $123.12万 | 0.08% | 3,429 | -58 | -1.7% | -$2.08万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $124.77万 | 0.08% | 11,263 | 1,178 | 11.7% | $13.05万 | 加仓 |
| WDAY | WORKDAY INC | $125.32万 | 0.09% | 9,646 | 1,532 | 18.9% | $19.90万 | 加仓 |
| ETN | EATON CORP PLC | $125.33万 | 0.09% | 3,504 | -9 | -0.3% | -$3,219 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $126.37万 | 0.09% | 4,670 | -172 | -3.6% | -$4.65万 | 减仓 |
| IEF | ISHARES TR | $126.49万 | 0.09% | 13,253 | -290 | -2.1% | -$2.77万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $127.71万 | 0.09% | 21,726 | -434 | -2.0% | -$2.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $128.32万 | 0.09% | 3,797 | -437 | -10.3% | -$14.77万 | 减仓 |
| BLK | BLACKROCK INC | $128.53万 | 0.09% | 1,336 | -18 | -1.3% | -$1.73万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $129.67万 | 0.09% | 1,901 | 47 | 2.5% | $3.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $133.33万 | 0.09% | 1,576 | 2 | 0.1% | $1,692 | 加仓 |
| GIS | GENERAL MILLS INC | $135.37万 | 0.09% | 36,369 | 499 | 1.4% | $1.86万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $137.84万 | 0.09% | 4,803 | -62 | -1.3% | -$1.78万 | 减仓 |
| INTC | INTEL CORP | $138.18万 | 0.09% | 31,313 | 2,603 | 9.1% | $11.49万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $139.63万 | 0.09% | 28,259 | -1,441 | -4.9% | -$7.12万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $140.40万 | 0.10% | 26,565 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $141.28万 | 0.10% | 14,693 | -2,145 | -12.7% | -$20.62万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.10% | 2 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $148.11万 | 0.10% | 52,747 | -4,694 | -8.2% | -$13.18万 | 减仓 |
| DVY | ISHARES TR | $152.35万 | 0.10% | 10,062 | -3 | -0.0% | -$454 | 减仓 |
| IVW | ISHARES TR | $156.35万 | 0.11% | 13,822 | -32 | -0.2% | -$3,620 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $157.69万 | 0.11% | 20,820 | 3,784 | 22.2% | $28.66万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $158.04万 | 0.11% | 27,418 | -1,480 | -5.1% | -$8.53万 | 减仓 |
| — | HONEYWELL INTL INC | $158.54万 | 0.11% | 7,014 | -35 | -0.5% | -$7,911 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $161.33万 | 0.11% | 16,288 | 405 | 2.5% | $4.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $162.48万 | 0.11% | 7,987 | 62 | 0.8% | $1.26万 | 加仓 |
| ZG | ZILLOW GROUP INC | $162.63万 | 0.11% | 39,293 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $166.47万 | 0.11% | 54,904 | -3,391 | -5.8% | -$10.28万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $168.22万 | 0.11% | 8,898 | 102 | 1.2% | $1.93万 | 加仓 |