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 |
|---|---|---|---|---|---|---|---|---|
| IDV | ISHARES TR | $58.94万 | 0.04% | 14,227 | 14,227 | — | $58.94万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $59.18万 | 0.04% | 2,018 | -674 | -25.0% | -$19.76万 | 减仓 |
| CMI | CUMMINS INC | $59.27万 | 0.04% | 831 | -100 | -10.7% | -$7.13万 | 减仓 |
| EWY | ISHARES INC | $60.05万 | 0.04% | 2,974 | -59 | -1.9% | -$1.19万 | 减仓 |
| O | REALTY INCOME CORP | $60.49万 | 0.04% | 9,762 | 1,267 | 14.9% | $7.85万 | 加仓 |
| AON | AON PLC | $63.49万 | 0.04% | 1,914 | 48 | 2.6% | $1.59万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $63.62万 | 0.04% | 25,916 | -1,547 | -5.6% | -$3.80万 | 减仓 |
| HSY | HERSHEY CO | $64.42万 | 0.04% | 3,672 | -406 | -10.0% | -$7.12万 | 减仓 |
| TFC | TRUIST FINL CORP | $64.69万 | 0.04% | 12,984 | -1,774 | -12.0% | -$8.84万 | 减仓 |
| COP | CONOCOPHILLIPS | $64.84万 | 0.04% | 6,237 | -150 | -2.3% | -$1.56万 | 减仓 |
| TER | TERADYNE INC | $65.56万 | 0.04% | 1,355 | 1 | 0.1% | $484 | 加仓 |
| — | BYRNA TECHNOLOGIES INC | $65.93万 | 0.04% | 98,258 | -4,200 | -4.1% | -$2.82万 | 减仓 |
| ZTS | ZOETIS INC | $66.88万 | 0.04% | 9,307 | -149 | -1.6% | -$1.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.24万 | 0.04% | 1,309 | -230 | -14.9% | -$11.81万 | 减仓 |
| GPN | GLOBAL PMTS INC | $67.37万 | 0.04% | 9,285 | -62 | -0.7% | -$4,499 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $68.24万 | 0.04% | 9,304 | -271 | -2.8% | -$1.99万 | 减仓 |
| CB | CHUBB LIMITED | $70.50万 | 0.04% | 2,069 | 48 | 2.4% | $1.64万 | 加仓 |
| ET | ENERGY TRANSFER L P | $71.04万 | 0.04% | 37,156 | -9,127 | -19.7% | -$17.45万 | 减仓 |
| LIN | LINDE PLC | $71.67万 | 0.04% | 1,381 | -7 | -0.5% | -$3,633 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $72.44万 | 0.04% | 13,639 | -125 | -0.9% | -$6,639 | 减仓 |
| RACE | FERRARI N V | $73.08万 | 0.05% | 1,963 | -6 | -0.3% | -$2,234 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $73.42万 | 0.05% | 2,224 | 5 | 0.2% | $1,651 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $74.12万 | 0.05% | 8,085 | -1,131 | -12.3% | -$10.37万 | 减仓 |
| IWN | ISHARES TR | $74.21万 | 0.05% | 3,355 | 1 | 0.0% | $221 | 加仓 |
| CW | CURTISS WRIGHT CORP | $75.02万 | 0.05% | 990 | -6 | -0.6% | -$4,547 | 减仓 |
| MCO | MOODYS CORP | $75.18万 | 0.05% | 1,660 | -5 | -0.3% | -$2,265 | 减仓 |
| MUB | ISHARES TR | $76.13万 | 0.05% | 7,074 | -18 | -0.3% | -$1,937 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $77.19万 | 0.05% | 2,083 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $77.29万 | 0.05% | 3,496 | 3,496 | — | $77.29万 | 新建仓 |
| HON | HONEYWELL INTL INC | $78.28万 | 0.05% | 3,496 | -3,518 | -50.2% | -$78.77万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $78.37万 | 0.05% | 25,975 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $78.38万 | 0.05% | 9,565 | 21 | 0.2% | $1,721 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $78.78万 | 0.05% | 6,131 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $78.91万 | 0.05% | 19,884 | 13,211 | 198.0% | $52.43万 | 加仓 |
| EFA | ISHARES TR | $78.96万 | 0.05% | 7,601 | 132 | 1.8% | $1.37万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $79.22万 | 0.05% | 6,784 | -993 | -12.8% | -$11.60万 | 减仓 |
| HDV | ISHARES TR | $80.52万 | 0.05% | 29,375 | -365 | -1.2% | -$1.00万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $80.99万 | 0.05% | 6,211 | -9 | -0.1% | -$1,174 | 减仓 |
| SHY | ISHARES TR | $81.40万 | 0.05% | 9,914 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $82.53万 | 0.05% | 3,170 | -498 | -13.6% | -$12.97万 | 减仓 |
| EFX | EQUIFAX INC | $82.55万 | 0.05% | 5,201 | -373 | -6.7% | -$5.92万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $82.62万 | 0.05% | 3,694 | -135 | -3.5% | -$3.02万 | 减仓 |
| USB | US BANCORP | $83.10万 | 0.05% | 13,758 | 1,886 | 15.9% | $11.39万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $83.45万 | 0.05% | 10,411 | -318 | -3.0% | -$2.55万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $83.63万 | 0.05% | 5,646 | 5,646 | — | $83.63万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $83.96万 | 0.05% | 3,410 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $83.97万 | 0.05% | 7,354 | -2,559 | -25.8% | -$29.22万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $85.03万 | 0.05% | 13,296 | -1,754 | -11.7% | -$11.22万 | 减仓 |
| IJH | ISHARES TR | $85.82万 | 0.05% | 11,129 | 88 | 0.8% | $6,786 | 加仓 |
| BX | BLACKSTONE INC | $87.35万 | 0.05% | 7,423 | -614 | -7.6% | -$7.22万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $87.73万 | 0.05% | 3,072 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $88.80万 | 0.06% | 4,812 | -54 | -1.1% | -$9,965 | 减仓 |
| COWZ | PACER FDS TR | $89.09万 | 0.06% | 14,323 | -2,785 | -16.3% | -$17.32万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $89.57万 | 0.06% | 1,759 | -142 | -7.5% | -$7.23万 | 减仓 |
| MMM | 3M CO | $92.22万 | 0.06% | 5,696 | -79 | -1.4% | -$1.28万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $92.31万 | 0.06% | 11,022 | 1 | 0.0% | $84 | 加仓 |
| IWO | ISHARES TR | $92.65万 | 0.06% | 2,352 | -23 | -1.0% | -$9,060 | 减仓 |
| NFLX | NETFLIX INC. | $93.28万 | 0.06% | 13,065 | -1,628 | -11.1% | -$11.62万 | 减仓 |
| MTUM | ISHARES TR | $93.79万 | 0.06% | 2,736 | 163 | 6.3% | $5.59万 | 加仓 |
| PFE | PFIZER INC | $94.29万 | 0.06% | 39,158 | -13,589 | -25.8% | -$32.72万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $94.45万 | 0.06% | 17,170 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $95.66万 | 0.06% | 9,728 | -1,320 | -11.9% | -$12.98万 | 减仓 |
| DHR | DANAHER CORP DEL | $96.97万 | 0.06% | 5,091 | 1,412 | 38.4% | $26.90万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $97.19万 | 0.06% | 2,444 | -13 | -0.5% | -$5,170 | 减仓 |
| IGV | ISHARES TR | $97.40万 | 0.06% | 10,751 | 7,146 | 198.2% | $64.74万 | 加仓 |
| PRK | PARK NATL CORP | $98.69万 | 0.06% | 5,393 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $99.07万 | 0.06% | 7,078 | -839 | -10.6% | -$11.74万 | 减仓 |
| USMV | ISHARES TR | $99.22万 | 0.06% | 10,286 | 2 | 0.0% | $193 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $99.53万 | 0.06% | 20,455 | 1,363 | 7.1% | $6.63万 | 加仓 |
| IGM | ISHARES TR | $99.99万 | 0.06% | 6,113 | 1 | 0.0% | $164 | 加仓 |
| DIS | DISNEY WALT CO | $100.23万 | 0.06% | 10,413 | -1,682 | -13.9% | -$16.19万 | 减仓 |
| GIS | GENERAL MILLS INC | $102.14万 | 0.06% | 29,350 | -7,019 | -19.3% | -$24.43万 | 减仓 |
| UNP | UNION PAC CORP | $102.19万 | 0.06% | 3,757 | -26 | -0.7% | -$7,072 | 减仓 |
| CRM | SALESFORCE INC | $104.55万 | 0.06% | 6,673 | 944 | 16.5% | $14.79万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $104.75万 | 0.07% | 12,907 | -266 | -2.0% | -$2.16万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $106.07万 | 0.07% | 8,524 | 6,358 | 293.5% | $79.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.61万 | 0.07% | 1,397 | -1 | -0.1% | -$763 | 减仓 |
| IBB | ISHARES TR | $106.73万 | 0.07% | 5,612 | -54 | -1.0% | -$1.03万 | 减仓 |
| IBMS | ISHARES TR | $106.92万 | 0.07% | 41,328 | 398 | 1.0% | $1.03万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $106.93万 | 0.07% | 23,041 | -590 | -2.5% | -$2.74万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $107.39万 | 0.07% | 6,372 | 958 | 17.7% | $16.15万 | 加仓 |
| IWP | ISHARES TR | $108.50万 | 0.07% | 7,411 | -5 | -0.1% | -$732 | 减仓 |
| IJR | ISHARES TR | $112.17万 | 0.07% | 7,563 | -504 | -6.2% | -$7.48万 | 减仓 |
| IVW | ISHARES TR | $115.01万 | 0.07% | 8,363 | -5,459 | -39.5% | -$75.07万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $117.02万 | 0.07% | 25,578 | 7,780 | 43.7% | $35.59万 | 加仓 |
| IWS | ISHARES TR | $119.38万 | 0.07% | 7,253 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $120.20万 | 0.07% | 5,750 | -37 | -0.6% | -$7,734 | 减仓 |
| WDAY | WORKDAY INC | $121.24万 | 0.08% | 9,904 | 258 | 2.7% | $3.16万 | 加仓 |
| CSX | CSX CORP | $121.41万 | 0.08% | 25,544 | -720 | -2.7% | -$3.42万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $121.50万 | 0.08% | 17,052 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $122.60万 | 0.08% | 1,044 | 38 | 3.8% | $4.46万 | 加仓 |
| ZG | ZILLOW GROUP INC | $123.26万 | 0.08% | 39,293 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $125.33万 | 0.08% | 13,253 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $127.52万 | 0.08% | 16,744 | -1,618 | -8.8% | -$12.32万 | 减仓 |
| GLW | CORNING INC | $128.28万 | 0.08% | 5,022 | -1,111 | -18.1% | -$28.38万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $131.13万 | 0.08% | 20,851 | -875 | -4.0% | -$5.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $132.87万 | 0.08% | 22,260 | 253 | 1.1% | $1.51万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $135.31万 | 0.08% | 4,815 | -1,152 | -19.3% | -$32.37万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $135.41万 | 0.08% | 4,304 | -499 | -10.4% | -$15.70万 | 减仓 |
| ASML | ASML HLDG NV | $135.48万 | 0.08% | 681 | -23 | -3.3% | -$4.58万 | 减仓 |