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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $643.22万 | 0.40% | 114,106 | 1,377 | 1.2% | $7.76万 | 加仓 |
| GLD | SPDR GOLD TR | $643.27万 | 0.40% | 17,462 | -273 | -1.5% | -$10.06万 | 减仓 |
| AFL | AFLAC INC | $698.06万 | 0.43% | 59,536 | -50 | -0.1% | -$5,863 | 减仓 |
| META | META PLATFORMS INC | $706.12万 | 0.44% | 12,536 | -83 | -0.7% | -$4.68万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $713.08万 | 0.44% | 39,416 | -1,120 | -2.8% | -$20.26万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $715.04万 | 0.44% | 157,707 | 3,982 | 2.6% | $18.05万 | 加仓 |
| V | VISA INC | $716.33万 | 0.44% | 20,879 | 89 | 0.4% | $3.05万 | 加仓 |
| MRK | MERCK & CO INC | $797.55万 | 0.50% | 62,066 | -2,450 | -3.8% | -$31.48万 | 减仓 |
| KO | COCA COLA CO | $813.63万 | 0.51% | 100,115 | -5,083 | -4.8% | -$41.31万 | 减仓 |
| SO | SOUTHERN CO | $828.10万 | 0.51% | 86,522 | -3,110 | -3.5% | -$29.77万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $830.38万 | 0.52% | 19,163 | -996 | -4.9% | -$43.16万 | 减仓 |
| RTX | RTX CORPORATION | $838.40万 | 0.52% | 44,189 | 344 | 0.8% | $6.53万 | 加仓 |
| CATH | GLOBAL X FDS | $862.23万 | 0.54% | 97,427 | -12,468 | -11.3% | -$110.34万 | 减仓 |
| — | EXXON MOBIL CORP | $865.57万 | 0.54% | 63,310 | -3,714 | -5.5% | -$50.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $869.36万 | 0.54% | 30,915 | -147 | -0.5% | -$4.13万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $884.66万 | 0.55% | 7,664 | -693 | -8.3% | -$79.99万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $888.81万 | 0.55% | 241,788 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $892.54万 | 0.55% | 322,218 | 10,966 | 3.5% | $30.38万 | 加仓 |
| DGRO | ISHARES TR | $895.49万 | 0.56% | 118,154 | -22,575 | -16.0% | -$171.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $928.58万 | 0.58% | 18,557 | -277 | -1.5% | -$13.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $942.15万 | 0.58% | 59,618 | -1,084 | -1.8% | -$17.13万 | 减仓 |
| AMGN | AMGEN INC | $979.28万 | 0.61% | 27,043 | -2,046 | -7.0% | -$74.09万 | 减仓 |
| CAT | CATERPILLAR INC | $1,037.32万 | 0.64% | 9,741 | -141 | -1.4% | -$15.02万 | 减仓 |
| WMT | WALMART INC | $1,049.38万 | 0.65% | 92,653 | -3,231 | -3.4% | -$36.59万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,050.78万 | 0.65% | 10,889 | -422 | -3.7% | -$40.72万 | 减仓 |
| IWF | ISHARES TR | $1,071.79万 | 0.67% | 86,316 | 1,380 | 1.6% | $17.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,197.77万 | 0.74% | 81,681 | 3,171 | 4.0% | $46.50万 | 加仓 |
| TSLA | TESLA INC | $1,252.43万 | 0.78% | 29,777 | -5,074 | -14.6% | -$213.41万 | 减仓 |
| IBDY | ISHARES TR | $1,263.02万 | 0.78% | 490,589 | 453,374 | 1,218.3% | $1,167.21万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,303.70万 | 0.81% | 24,956 | 205 | 0.8% | $10.71万 | 加仓 |
| HD | HOME DEPOT INC | $1,307.50万 | 0.81% | 37,073 | 1,795 | 5.1% | $63.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,344.49万 | 0.83% | 233,338 | -11,279 | -4.6% | -$64.99万 | 减仓 |
| ABBV | ABBVIE INC | $1,472.95万 | 0.91% | 58,534 | 5,455 | 10.3% | $137.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,490.29万 | 0.93% | 19,957 | -196 | -1.0% | -$14.64万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,550.75万 | 0.96% | 426,147 | 95,585 | 28.9% | $347.83万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,572.32万 | 0.98% | 61,910 | -6,205 | -9.1% | -$157.59万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,640.03万 | 1.02% | 517,197 | -3,394 | -0.7% | -$10.76万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,708.39万 | 1.06% | 89,670 | 893 | 1.0% | $17.01万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,746.56万 | 1.08% | 193,846 | -728 | -0.4% | -$6.56万 | 减仓 |
| GOOGL | ALPHABET INC | $1,760.74万 | 1.09% | 49,269 | 131 | 0.3% | $4.68万 | 加仓 |
| AVGO | BROADCOM INC | $1,930.39万 | 1.20% | 51,102 | -3,830 | -7.0% | -$144.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,970.19万 | 1.22% | 83,264 | -4,125 | -4.7% | -$97.61万 | 减仓 |
| GOOG | ALPHABET INC | $2,019.49万 | 1.25% | 57,156 | -894 | -1.5% | -$31.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,061.94万 | 1.28% | 28,000 | -278 | -1.0% | -$20.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,076.65万 | 1.29% | 63,442 | -1,199 | -1.9% | -$39.25万 | 减仓 |
| AMZN | AMAZON COM INC | $2,124.17万 | 1.32% | 89,124 | 257 | 0.3% | $6.13万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,357.45万 | 1.46% | 197,243 | -3,645 | -1.8% | -$43.57万 | 减仓 |
| IBDX | ISHARES TR | $2,532.90万 | 1.57% | 1,005,519 | 99,859 | 11.0% | $251.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,600.87万 | 1.61% | 70,286 | -82 | -0.1% | -$3.03万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,648.11万 | 1.64% | 899,798 | -17,901 | -2.0% | -$52.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,656.13万 | 1.65% | 38,673 | -106 | -0.3% | -$7.28万 | 减仓 |
| LLY | ELI LILLY & CO | $2,680.38万 | 1.66% | 22,347 | -46 | -0.2% | -$5.52万 | 减仓 |
| IBDW | ISHARES TR | $2,759.08万 | 1.71% | 1,323,935 | 141,091 | 11.9% | $294.03万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,225.30万 | 2.00% | 882,918 | -207 | -0.0% | -$7,562 | 减仓 |
| MSFT | MICROSOFT CORP | $3,491.67万 | 2.17% | 93,606 | -441 | -0.5% | -$16.45万 | 减仓 |
| IBDR | ISHARES TR | $3,567.83万 | 2.21% | 1,472,485 | -508,772 | -25.7% | -$1,232.75万 | 减仓 |
| IBDV | ISHARES TR | $4,098.45万 | 2.54% | 1,880,024 | 133,680 | 7.7% | $291.42万 | 加仓 |
| IBDT | ISHARES TR | $4,208.09万 | 2.61% | 1,666,571 | 103,999 | 6.7% | $262.60万 | 加仓 |
| IBDU | ISHARES TR | $4,388.84万 | 2.72% | 1,895,010 | 128,660 | 7.3% | $297.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,624.56万 | 2.87% | 231,124 | 3,162 | 1.4% | $63.27万 | 加仓 |
| IBDS | ISHARES TR | $5,208.80万 | 3.23% | 2,150,618 | 101,644 | 5.0% | $246.18万 | 加仓 |
| AAPL | APPLE INC | $7,803.52万 | 4.84% | 269,682 | -5,080 | -1.8% | -$146.99万 | 减仓 |