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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $170.26万 | 0.12% | 4,981 | 74 | 1.5% | $2.53万 | 加仓 |
| IWD | ISHARES TR | $170.78万 | 0.12% | 7,993 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $172.49万 | 0.12% | 3,863 | -7 | -0.2% | -$3,126 | 减仓 |
| WM | WASTE MGMT INC DEL | $184.65万 | 0.13% | 8,035 | 57 | 0.7% | $1.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $186.39万 | 0.13% | 9,174 | -495 | -5.1% | -$10.06万 | 减仓 |
| EQIX | EQUINIX INC | $186.46万 | 0.13% | 1,902 | 517 | 37.3% | $50.68万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $188.90万 | 0.13% | 2,445 | 14 | 0.6% | $1.08万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $190.30万 | 0.13% | 11,870 | 1,442 | 13.8% | $23.12万 | 加仓 |
| ISTB | ISHARES TR | $190.65万 | 0.13% | 39,342 | -3,011 | -7.1% | -$14.59万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $191.34万 | 0.13% | 28,528 | -353 | -1.2% | -$2.37万 | 减仓 |
| IBMR | ISHARES TR | $195.88万 | 0.13% | 77,269 | 3,254 | 4.4% | $8.25万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $200.67万 | 0.14% | 4,922 | 97 | 2.0% | $3.95万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $211.16万 | 0.14% | 3,494 | -31 | -0.9% | -$1.87万 | 减仓 |
| NOBL | PROSHARES TR | $213.77万 | 0.15% | 20,165 | -234 | -1.1% | -$2.48万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $218.92万 | 0.15% | 11,880 | -497 | -4.0% | -$9.16万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $218.96万 | 0.15% | 22,698 | -2,012 | -8.1% | -$19.41万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $223.06万 | 0.15% | 216,565 | 454 | 0.2% | $4,676 | 加仓 |
| DE | DEERE & CO | $223.40万 | 0.15% | 3,966 | 3 | 0.1% | $1,690 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $228.75万 | 0.16% | 45,568 | -285 | -0.6% | -$1.43万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $229.07万 | 0.16% | 22,311 | -1,518 | -6.4% | -$15.59万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $230.62万 | 0.16% | 8,860 | -157 | -1.7% | -$4.09万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $234.82万 | 0.16% | 9,371 | -745 | -7.4% | -$18.67万 | 减仓 |
| IGSB | ISHARES TR | $239.74万 | 0.16% | 45,612 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $250.00万 | 0.17% | 28,358 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $252.64万 | 0.17% | 5,140 | 133 | 2.7% | $6.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $257.83万 | 0.18% | 8,978 | 296 | 3.4% | $8.50万 | 加仓 |
| Z | ZILLOW GROUP INC | $259.39万 | 0.18% | 62,685 | -4,000 | -6.0% | -$16.55万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $259.68万 | 0.18% | 5,487 | -133 | -2.4% | -$6.29万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $265.96万 | 0.18% | 16,373 | 443 | 2.8% | $7.20万 | 加仓 |
| XEL | XCEL ENERGY INC | $275.25万 | 0.19% | 34,649 | 289 | 0.8% | $2.30万 | 加仓 |
| LOW | LOWES COS INC | $277.59万 | 0.19% | 11,748 | -894 | -7.1% | -$21.12万 | 减仓 |
| WFC | WELLS FARGO & CO | $277.83万 | 0.19% | 34,899 | 1,052 | 3.1% | $8.37万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $282.34万 | 0.19% | 8,357 | -562 | -6.3% | -$18.99万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $285.18万 | 0.19% | 21,780 | -48 | -0.2% | -$6,285 | 减仓 |
| IVV | ISHARES TR | $285.19万 | 0.19% | 4,366 | -481 | -9.9% | -$31.42万 | 减仓 |
| QCOM | QUALCOMM INC | $289.03万 | 0.20% | 22,444 | -50 | -0.2% | -$6,439 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $293.45万 | 0.20% | 22,387 | -331 | -1.5% | -$4.34万 | 减仓 |
| MDT | MEDTRONIC PLC | $302.56万 | 0.21% | 34,917 | 351 | 1.0% | $3.04万 | 加仓 |
| WRB | BERKLEY W R CORP | $309.89万 | 0.21% | 46,754 | -23 | -0.0% | -$1,524 | 减仓 |
| WELL | WELLTOWER INC | $315.67万 | 0.21% | 15,966 | -224 | -1.4% | -$4.43万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $317.15万 | 0.22% | 17,599 | 48 | 0.3% | $8,650 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $322.84万 | 0.22% | 36,496 | 375 | 1.0% | $3.32万 | 加仓 |
| SYK | STRYKER CORPORATION | $324.42万 | 0.22% | 9,873 | 70 | 0.7% | $2.30万 | 加仓 |
| SLV | ISHARES SILVER TR | $338.74万 | 0.23% | 49,713 | -4,692 | -8.6% | -$31.97万 | 减仓 |
| ORCL | ORACLE CORP | $341.78万 | 0.23% | 23,233 | -596 | -2.5% | -$8.77万 | 减仓 |
| BAC | BANK AMERICA CORP | $342.14万 | 0.23% | 70,182 | -93 | -0.1% | -$4,534 | 减仓 |
| PGR | PROGRESSIVE CORP | $353.04万 | 0.24% | 17,809 | 930 | 5.5% | $18.44万 | 加仓 |
| WMB | WILLIAMS COS INC | $353.78万 | 0.24% | 48,609 | -662 | -1.3% | -$4.82万 | 减仓 |
| CSCO | CISCO SYS INC | $354.08万 | 0.24% | 45,635 | -1,956 | -4.1% | -$15.18万 | 减仓 |
| IWM | ISHARES TR | $359.40万 | 0.24% | 14,492 | -93 | -0.6% | -$2.31万 | 减仓 |
| VHT | VANGUARD WORLD FD | $361.99万 | 0.25% | 13,292 | -318 | -2.3% | -$8.66万 | 减仓 |
| TJX | TJX COS INC NEW | $383.22万 | 0.26% | 23,996 | 51 | 0.2% | $8,145 | 加仓 |
| VUG | VANGUARD INDEX FDS | $388.49万 | 0.26% | 8,894 | -128 | -1.4% | -$5.59万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $394.71万 | 0.27% | 13,049 | -101 | -0.8% | -$3.06万 | 减仓 |
| TXN | TEXAS INSTRS INC | $396.19万 | 0.27% | 20,408 | -1 | -0.0% | -$194 | 减仓 |
| GILD | GILEAD SCIENCES INC | $402.50万 | 0.27% | 28,880 | -752 | -2.5% | -$10.48万 | 减仓 |
| IBMQ | ISHARES TR | $410.84万 | 0.28% | 160,924 | 14,946 | 10.2% | $38.16万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $419.30万 | 0.29% | 37,048 | 508 | 1.4% | $5.75万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $422.60万 | 0.29% | 45,499 | -1,021 | -2.2% | -$9.48万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $426.40万 | 0.29% | 127,171 | 1,127 | 0.9% | $3.78万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $430.73万 | 0.29% | 20,159 | 337 | 1.7% | $7.20万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $438.43万 | 0.30% | 12,774 | -385 | -2.9% | -$13.21万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $443.11万 | 0.30% | 11,311 | -808 | -6.7% | -$31.65万 | 减仓 |
| AZN | ASTRAZENECA PLC | $451.04万 | 0.31% | 22,870 | 22,870 | — | $451.04万 | 新建仓 |
| IEFA | ISHARES TR | $455.01万 | 0.31% | 50,261 | 1,417 | 2.9% | $12.83万 | 加仓 |
| AGG | ISHARES TR | $455.12万 | 0.31% | 45,847 | 1,408 | 3.2% | $13.98万 | 加仓 |
| MO | ALTRIA GROUP INC | $455.75万 | 0.31% | 69,064 | 242 | 0.4% | $1.60万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $458.63万 | 0.31% | 31,282 | -1,305 | -4.0% | -$19.13万 | 减仓 |
| IBMP | ISHARES TR | $503.67万 | 0.34% | 197,983 | 14,929 | 8.2% | $37.98万 | 加仓 |
| EMR | EMERSON ELEC CO | $516.27万 | 0.35% | 39,404 | -204 | -0.5% | -$2.67万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $523.74万 | 0.36% | 112,729 | 395 | 0.4% | $1.84万 | 加仓 |
| IWB | ISHARES TR | $529.62万 | 0.36% | 14,853 | -48 | -0.3% | -$1.71万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $533.37万 | 0.36% | 27,185 | -365 | -1.3% | -$7.16万 | 减仓 |
| IWR | ISHARES TR | $552.29万 | 0.38% | 56,802 | -832 | -1.4% | -$8.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $580.75万 | 0.40% | 5,828 | 64 | 1.1% | $6.38万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $581.17万 | 0.40% | 70,892 | -161 | -0.2% | -$1.32万 | 减仓 |
| IBMO | ISHARES TR | $583.45万 | 0.40% | 227,642 | 12,106 | 5.6% | $31.03万 | 加仓 |
| V | VISA INC | $628.35万 | 0.43% | 20,790 | -810 | -3.8% | -$24.48万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $629.34万 | 0.43% | 85,461 | 21 | 0.0% | $1,546 | 加仓 |
| PEP | PEPSICO INC | $650.81万 | 0.44% | 41,910 | -68 | -0.2% | -$1.06万 | 减仓 |
| AFL | AFLAC INC | $653.72万 | 0.44% | 59,586 | -295 | -0.5% | -$3.24万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $670.23万 | 0.46% | 40,536 | 305 | 0.8% | $5.04万 | 加仓 |
| MCD | MCDONALDS CORP | $687.47万 | 0.47% | 22,120 | -338 | -1.5% | -$10.50万 | 减仓 |
| CAT | CATERPILLAR INC | $700.10万 | 0.48% | 9,882 | -141 | -1.4% | -$9.99万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $705.44万 | 0.48% | 153,725 | -1,932 | -1.2% | -$8.87万 | 减仓 |
| META | META PLATFORMS INC | $721.94万 | 0.49% | 12,619 | 52 | 0.4% | $2.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $737.74万 | 0.50% | 35,657 | 1,791 | 5.3% | $37.06万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $752.91万 | 0.51% | 31,062 | -204 | -0.7% | -$4.94万 | 减仓 |
| GLD | SPDR GOLD TR | $763.12万 | 0.52% | 17,735 | 1,297 | 7.9% | $55.81万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $770.35万 | 0.52% | 311,252 | 7,823 | 2.6% | $19.36万 | 加仓 |
| MRK | MERCK & CO INC | $776.06万 | 0.53% | 64,516 | 235 | 0.4% | $2.83万 | 加仓 |
| KO | COCA COLA CO | $800.03万 | 0.54% | 105,198 | -6,898 | -6.2% | -$52.46万 | 减仓 |
| RTX | RTX CORPORATION | $845.77万 | 0.58% | 43,845 | -769 | -1.7% | -$14.83万 | 减仓 |
| CATH | GLOBAL X FDS | $858.83万 | 0.58% | 109,895 | -4,484 | -3.9% | -$35.04万 | 减仓 |
| SO | SOUTHERN CO | $865.13万 | 0.59% | 89,632 | -154 | -0.2% | -$1.49万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $898.99万 | 0.61% | 60,702 | -818 | -1.3% | -$12.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $902.53万 | 0.61% | 18,834 | -43 | -0.2% | -$2.06万 | 减仓 |
| IWF | ISHARES TR | $905.43万 | 0.62% | 21,234 | 6 | 0.0% | $2,558 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $914.93万 | 0.62% | 241,788 | -1,324 | -0.5% | -$5.01万 | 减仓 |
| DGRO | ISHARES TR | $987.64万 | 0.67% | 140,729 | -5,782 | -3.9% | -$40.58万 | 减仓 |