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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $1,023.49万 | 0.70% | 29,089 | -126 | -0.4% | -$4.43万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,094.49万 | 0.74% | 330,562 | 128,602 | 63.7% | $425.80万 | 加仓 |
| IBTG | ISHARES TR | $1,127.12万 | 0.77% | 491,869 | -2,574 | -0.5% | -$5.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,133.99万 | 0.77% | 78,510 | -1,770 | -2.2% | -$25.57万 | 减仓 |
| — | EXXON MOBIL CORP | $1,137.13万 | 0.77% | 67,024 | -893 | -1.3% | -$15.15万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,146.43万 | 0.78% | 24,751 | -227 | -0.9% | -$10.51万 | 减仓 |
| ABBV | ABBVIE INC | $1,154.42万 | 0.79% | 53,079 | 290 | 0.5% | $6.31万 | 加仓 |
| HD | HOME DEPOT INC | $1,160.25万 | 0.79% | 35,278 | 265 | 0.8% | $8.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,179.84万 | 0.80% | 88,777 | -814 | -0.9% | -$10.82万 | 减仓 |
| WMT | WALMART INC | $1,191.65万 | 0.81% | 95,884 | -3,597 | -3.6% | -$44.70万 | 减仓 |
| TSLA | TESLA INC | $1,295.59万 | 0.88% | 34,851 | -314 | -0.9% | -$11.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,310.65万 | 0.89% | 20,153 | -79 | -0.4% | -$5.14万 | 减仓 |
| GOOGL | ALPHABET INC | $1,413.00万 | 0.96% | 49,138 | -365 | -0.7% | -$10.50万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,463.00万 | 1.00% | 194,574 | -2,581 | -1.3% | -$19.41万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,483.60万 | 1.01% | 244,617 | -15,952 | -6.1% | -$96.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,597.17万 | 1.09% | 520,591 | -28,775 | -5.2% | -$88.28万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,632.14万 | 1.11% | 28,278 | -102 | -0.4% | -$5.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,665.00万 | 1.13% | 68,115 | -820 | -1.2% | -$20.04万 | 减仓 |
| GOOG | ALPHABET INC | $1,665.21万 | 1.13% | 58,050 | -1,304 | -2.2% | -$37.41万 | 减仓 |
| AVGO | BROADCOM INC | $1,700.19万 | 1.16% | 54,932 | -552 | -1.0% | -$17.08万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,752.01万 | 1.19% | 25,111 | -325 | -1.3% | -$22.68万 | 减仓 |
| AMZN | AMAZON COM INC | $1,850.84万 | 1.26% | 88,867 | 178 | 0.2% | $3.71万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,879.38万 | 1.28% | 87,389 | -474 | -0.5% | -$10.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,901.49万 | 1.29% | 64,641 | -608 | -0.9% | -$17.89万 | 减仓 |
| LLY | ELI LILLY & CO | $2,059.69万 | 1.40% | 22,393 | -296 | -1.3% | -$27.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,257.48万 | 1.54% | 70,368 | -5,537 | -7.3% | -$177.63万 | 减仓 |
| IBDX | ISHARES TR | $2,288.60万 | 1.56% | 905,660 | 49,573 | 5.8% | $125.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,317.25万 | 1.58% | 38,779 | -160 | -0.4% | -$9.56万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,352.98万 | 1.60% | 917,699 | -40,332 | -4.2% | -$103.41万 | 减仓 |
| IBDW | ISHARES TR | $2,475.69万 | 1.68% | 1,182,844 | 63,630 | 5.7% | $133.18万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,982.31万 | 2.03% | 883,125 | -11,593 | -1.3% | -$39.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,481.33万 | 2.37% | 94,047 | 1,301 | 1.4% | $48.16万 | 加仓 |
| IBDV | ISHARES TR | $3,822.75万 | 2.60% | 1,746,344 | 267,629 | 18.1% | $585.84万 | 加仓 |
| IBDT | ISHARES TR | $3,958.00万 | 2.69% | 1,562,572 | 116,564 | 8.1% | $295.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,975.67万 | 2.70% | 227,962 | -299 | -0.1% | -$5.21万 | 减仓 |
| IBDU | ISHARES TR | $4,108.53万 | 2.79% | 1,766,350 | 152,902 | 9.5% | $355.65万 | 加仓 |
| IBDR | ISHARES TR | $4,802.57万 | 3.27% | 1,981,257 | -32,045 | -1.6% | -$77.68万 | 减仓 |
| IBDS | ISHARES TR | $4,966.71万 | 3.38% | 2,048,974 | 66,283 | 3.3% | $160.67万 | 加仓 |
| AAPL | APPLE INC | $6,973.18万 | 4.74% | 274,762 | -4,978 | -1.8% | -$126.34万 | 减仓 |