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 |
|---|---|---|---|---|---|---|---|---|
| VCR | VANGUARD WORLD FD | $136.76万 | 0.08% | 3,448 | 19 | 0.6% | $7,536 | 加仓 |
| BLK | BLACKROCK INC | $136.97万 | 0.09% | 1,424 | 88 | 6.6% | $8.46万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $141.30万 | 0.09% | 26,565 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $147.43万 | 0.09% | 27,986 | -273 | -1.0% | -$1.44万 | 减仓 |
| GE | GE AEROSPACE | $149.10万 | 0.09% | 3,989 | 17 | 0.4% | $6,354 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.09% | 2 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $149.95万 | 0.09% | 3,519 | 15 | 0.4% | $6,392 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $152.30万 | 0.09% | 26,331 | -1,087 | -4.0% | -$6.29万 | 减仓 |
| FIX | COMFORT SYS USA INC | $152.61万 | 0.09% | 770 | -38 | -4.7% | -$7.53万 | 减仓 |
| DVY | ISHARES TR | $155.24万 | 0.10% | 9,932 | -130 | -1.3% | -$2.03万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $159.19万 | 0.10% | 1,574 | -2 | -0.1% | -$2,023 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $159.50万 | 0.10% | 2,558 | 113 | 4.6% | $7.05万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $164.58万 | 0.10% | 3,230 | -264 | -7.6% | -$13.45万 | 减仓 |
| PFF | ISHARES TR | $167.77万 | 0.10% | 55,024 | 120 | 0.2% | $3,659 | 加仓 |
| WM | WASTE MGMT INC DEL | $176.94万 | 0.11% | 7,939 | -96 | -1.2% | -$2.14万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $178.59万 | 0.11% | 21,649 | 829 | 4.0% | $6.84万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $181.13万 | 0.11% | 42,781 | -2,787 | -6.1% | -$11.80万 | 减仓 |
| ISTB | ISHARES TR | $183.15万 | 0.11% | 37,958 | -1,384 | -3.5% | -$6.68万 | 减仓 |
| SMH | VANECK ETF TRUST | $183.91万 | 0.11% | 2,804 | -228 | -7.5% | -$14.95万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $186.92万 | 0.12% | 7,757 | -1,141 | -12.8% | -$27.49万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $188.31万 | 0.12% | 3,943 | 146 | 3.8% | $6.97万 | 加仓 |
| IWD | ISHARES TR | $191.97万 | 0.12% | 7,919 | -74 | -0.9% | -$1.79万 | 减仓 |
| EQIX | EQUINIX INC | $192.35万 | 0.12% | 1,845 | -57 | -3.0% | -$5.94万 | 减仓 |
| IBMR | ISHARES TR | $197.15万 | 0.12% | 77,650 | 381 | 0.5% | $9,674 | 加仓 |
| Z | ZILLOW GROUP INC | $197.58万 | 0.12% | 62,685 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $202.03万 | 0.13% | 6,696 | -614 | -8.4% | -$18.53万 | 减仓 |
| SLV | ISHARES SILVER TR | $204.95万 | 0.13% | 38,330 | -11,383 | -22.9% | -$60.86万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $207.08万 | 0.13% | 4,169 | 306 | 7.9% | $15.20万 | 加仓 |
| NOBL | PROSHARES TR | $207.25万 | 0.13% | 36,903 | -3,427 | -8.5% | -$19.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $207.50万 | 0.13% | 4,992 | 322 | 6.9% | $13.38万 | 加仓 |
| IAU | ISHARES GOLD TR | $214.13万 | 0.13% | 28,358 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $216.23万 | 0.13% | 16,227 | 4,964 | 44.1% | $66.15万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $217.46万 | 0.13% | 5,577 | 90 | 1.6% | $3.51万 | 加仓 |
| MDT | MEDTRONIC PLC | $220.97万 | 0.14% | 28,246 | -6,671 | -19.1% | -$52.19万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $225.84万 | 0.14% | 8,350 | -510 | -5.8% | -$13.79万 | 减仓 |
| LOW | LOWES COS INC | $232.60万 | 0.14% | 10,549 | -1,199 | -10.2% | -$26.44万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $234.88万 | 0.15% | 11,887 | 7 | 0.1% | $1,383 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $235.34万 | 0.15% | 218,106 | 1,541 | 0.7% | $1.66万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $236.62万 | 0.15% | 4,720 | -420 | -8.2% | -$21.06万 | 减仓 |
| IGSB | ISHARES TR | $239.05万 | 0.15% | 45,612 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $241.98万 | 0.15% | 29,289 | -243 | -0.8% | -$2.01万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $249.58万 | 0.15% | 28,674 | 146 | 0.5% | $1.27万 | 加仓 |
| DE | DEERE & CO | $252.34万 | 0.16% | 3,978 | 12 | 0.3% | $7,612 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $253.94万 | 0.16% | 20,061 | -1,719 | -7.9% | -$21.76万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $263.21万 | 0.16% | 23,978 | 1,280 | 5.6% | $14.05万 | 加仓 |
| XEL | XCEL ENERGY INC | $263.68万 | 0.16% | 32,837 | -1,812 | -5.2% | -$14.55万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $275.30万 | 0.17% | 16,516 | 143 | 0.9% | $2.38万 | 加仓 |
| WFC | WELLS FARGO & CO | $283.29万 | 0.18% | 34,280 | -619 | -1.8% | -$5.12万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $288.00万 | 0.18% | 21,051 | -1,336 | -6.0% | -$18.28万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $290.98万 | 0.18% | 16,204 | -1,395 | -7.9% | -$25.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $291.08万 | 0.18% | 36,127 | 215 | 0.6% | $1.73万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $312.41万 | 0.19% | 35,594 | -9,905 | -21.8% | -$86.94万 | 减仓 |
| SYK | STRYKER CORPORATION | $317.58万 | 0.20% | 10,087 | 214 | 2.2% | $6.74万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $318.35万 | 0.20% | 9,508 | 137 | 1.5% | $4.59万 | 加仓 |
| IVV | ISHARES TR | $327.80万 | 0.20% | 4,377 | 11 | 0.3% | $8,238 | 加仓 |
| WRB | BERKLEY W R CORP | $329.68万 | 0.20% | 46,743 | -11 | -0.0% | -$776 | 减仓 |
| GILD | GILEAD SCIENCES INC | $336.59万 | 0.21% | 26,642 | -2,238 | -7.7% | -$28.27万 | 减仓 |
| ORCL | ORACLE CORP | $337.65万 | 0.21% | 23,040 | -193 | -0.8% | -$2.83万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $341.11万 | 0.21% | 11,451 | -4,837 | -29.7% | -$144.09万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $343.81万 | 0.21% | 36,818 | 322 | 0.9% | $3.01万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $344.22万 | 0.21% | 15,371 | 6,197 | 67.5% | $138.78万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $349.26万 | 0.22% | 109,245 | -17,926 | -14.1% | -$57.31万 | 减仓 |
| WMB | WILLIAMS COS INC | $358.27万 | 0.22% | 48,194 | -415 | -0.9% | -$3.09万 | 减仓 |
| TJX | TJX COS INC NEW | $365.75万 | 0.23% | 24,142 | 146 | 0.6% | $2.21万 | 加仓 |
| WELL | WELLTOWER INC | $367.69万 | 0.23% | 16,200 | 234 | 1.5% | $5.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $372.17万 | 0.23% | 5,148 | 167 | 3.4% | $12.07万 | 加仓 |
| BAC | BANK OF AMER CORP | $393.52万 | 0.24% | 69,063 | -1,119 | -1.6% | -$6.38万 | 减仓 |
| VHT | VANGUARD WORLD FD | $397.05万 | 0.25% | 13,279 | -13 | -0.1% | -$3,887 | 减仓 |
| QCOM | QUALCOMM INC | $399.63万 | 0.25% | 21,626 | -818 | -3.6% | -$15.12万 | 减仓 |
| PGR | PROGRESSIVE CORP | $400.65万 | 0.25% | 18,341 | 532 | 3.0% | $11.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $407.97万 | 0.25% | 12,061 | -988 | -7.6% | -$33.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $408.68万 | 0.25% | 11,984 | 114 | 1.0% | $3.89万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $409.43万 | 0.25% | 37,009 | -39 | -0.1% | -$4,315 | 减仓 |
| IBMQ | ISHARES TR | $421.73万 | 0.26% | 164,866 | 3,942 | 2.4% | $10.08万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $425.74万 | 0.26% | 46,918 | 24,607 | 110.3% | $223.29万 | 加仓 |
| AZN | ASTRAZENECA PLC | $433.02万 | 0.27% | 22,836 | -34 | -0.1% | -$6,447 | 减仓 |
| IWM | ISHARES TR | $438.16万 | 0.27% | 14,584 | 92 | 0.6% | $2.76万 | 加仓 |
| INTC | INTEL CORP | $441.69万 | 0.27% | 31,633 | 320 | 1.0% | $4.47万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $445.60万 | 0.28% | 12,579 | -195 | -1.5% | -$6.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $458.63万 | 0.28% | 53,242 | -122 | -0.2% | -$1.05万 | 减仓 |
| IBTG | ISHARES TR | $461.13万 | 0.29% | 201,456 | -290,413 | -59.0% | -$664.76万 | 减仓 |
| IEFA | ISHARES TR | $463.88万 | 0.29% | 48,031 | -2,230 | -4.4% | -$21.54万 | 减仓 |
| AGG | ISHARES TR | $479.55万 | 0.30% | 48,449 | 2,602 | 5.7% | $25.75万 | 加仓 |
| MO | ALTRIA GROUP INC | $496.42万 | 0.31% | 68,995 | -69 | -0.1% | -$4,965 | 减仓 |
| EMR | EMERSON ELEC CO | $496.67万 | 0.31% | 34,696 | -4,708 | -11.9% | -$67.40万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $499.45万 | 0.31% | 31,479 | 197 | 0.6% | $3.13万 | 加仓 |
| IBMP | ISHARES TR | $504.33万 | 0.31% | 198,399 | 416 | 0.2% | $1.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $508.24万 | 0.32% | 8,749 | 762 | 9.5% | $44.27万 | 加仓 |
| PEP | PEPSICO INC | $526.91万 | 0.33% | 38,915 | -2,995 | -7.1% | -$40.55万 | 减仓 |
| MCD | MCDONALDS CORP | $531.90万 | 0.33% | 19,677 | -2,443 | -11.0% | -$66.04万 | 减仓 |
| CSCO | CISCO SYS INC | $534.46万 | 0.33% | 45,502 | -133 | -0.3% | -$1.56万 | 减仓 |
| TXN | TEXAS INSTRS INC | $540.32万 | 0.34% | 18,127 | -2,281 | -11.2% | -$67.99万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $548.88万 | 0.34% | 5,867 | 39 | 0.7% | $3.65万 | 加仓 |
| IBMO | ISHARES TR | $550.43万 | 0.34% | 214,675 | -12,967 | -5.7% | -$33.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $569.06万 | 0.35% | 34,331 | -1,326 | -3.7% | -$21.98万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $588.37万 | 0.37% | 26,998 | -187 | -0.7% | -$4.08万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $608.21万 | 0.38% | 73,216 | 2,324 | 3.3% | $19.31万 | 加仓 |
| IWB | ISHARES TR | $618.52万 | 0.38% | 15,104 | 251 | 1.7% | $10.28万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $627.02万 | 0.39% | 85,414 | -47 | -0.1% | -$3,450 | 减仓 |
| IWR | ISHARES TR | $627.89万 | 0.39% | 56,915 | 113 | 0.2% | $1.25万 | 加仓 |