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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -23,553 | -100.0% | -$433.04万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -105,000 | -100.0% | -$83.47万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -23,467 | -100.0% | -$35.20万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -7,436 | -100.0% | -$34.06万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -496 | -100.0% | -$25.90万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -5,118 | -100.0% | -$25.62万 | 清仓 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -3,700 | -100.0% | -$23.11万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,859 | -100.0% | -$22.20万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -379 | -100.0% | -$22.01万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,139 | -100.0% | -$21.13万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -1,539 | -100.0% | -$20.43万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -9,074 | -100.0% | -$20.22万 | 清仓 |
| IBDZ | ISHARES TR | $0 | 0.00% | 0 | -7,632 | -100.0% | -$20.13万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -1,483 | -100.0% | -$20.04万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CALCIMEDICA INC | $5,400 | 0.00% | 10,000 | -10,100 | -50.2% | -$5,454 | 减仓 |
| COTY | COTY INC | $4.88万 | 0.00% | 24,256 | 24,256 | — | $4.88万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $6.46万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| BTZ | BLACKROCK CR ALLOCATION | $10.50万 | 0.01% | 10,400 | -570 | -5.2% | -$5,757 | 减仓 |
| — | PRAIRIE OPER CO | $11.44万 | 0.01% | 56,350 | 56,350 | — | $11.44万 | 新建仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $14.43万 | 0.01% | 12,123 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $15.20万 | 0.01% | 12,478 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $19.26万 | 0.01% | 10,688 | 10,688 | — | $19.26万 | 新建仓 |
| DHI | D R HORTON INC | $20.13万 | 0.01% | 1,467 | -175 | -10.7% | -$2.40万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.15万 | 0.01% | 2,183 | -15 | -0.7% | -$1,385 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.21万 | 0.01% | 2,017 | -10 | -0.5% | -$1,002 | 减仓 |
| CLX | CLOROX CO DEL | $20.33万 | 0.01% | 1,962 | -66 | -3.3% | -$6,840 | 重新持有 |
| CCI | CROWN CASTLE INC | $20.34万 | 0.01% | 2,501 | -194 | -7.2% | -$1.58万 | 减仓 |
| CTAS | CINTAS CORP | $20.37万 | 0.01% | 1,205 | -7 | -0.6% | -$1,184 | 减仓 |
| SNOW | SNOWFLAKE INC | $20.41万 | 0.01% | 1,353 | 1,353 | — | $20.41万 | 新建仓 |
| AYI | ACUITY INC | $20.65万 | 0.01% | 737 | 2 | 0.3% | $560 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $20.67万 | 0.01% | 2,286 | 15 | 0.7% | $1,356 | 加仓 |
| VDC | VANGUARD WORLD FD | $20.69万 | 0.01% | 921 | -16 | -1.7% | -$3,594 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.03万 | 0.01% | 609 | -90 | -12.9% | -$3.11万 | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $21.17万 | 0.01% | 5,978 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.37万 | 0.01% | 769 | -323 | -29.6% | -$8.98万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.38万 | 0.01% | 1,741 | 1,741 | — | $21.38万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $21.40万 | 0.01% | 12,055 | 33 | 0.3% | $586 | 加仓 |
| NTRS | NORTHERN TR CORP | $21.61万 | 0.01% | 1,548 | -11 | -0.7% | -$1,535 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $21.79万 | 0.01% | 3,634 | 56 | 1.6% | $3,358 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.88万 | 0.01% | 1,608 | -7 | -0.4% | -$953 | 减仓 |
| TTE | TOTALENERGIES SE | $21.98万 | 0.01% | 2,416 | 2,416 | — | $21.98万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $22.03万 | 0.01% | 3,724 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $22.17万 | 0.02% | 557 | 124 | 28.6% | $4.94万 | 加仓 |
| SDIV | GLOBAL X FDS | $22.23万 | 0.02% | 8,800 | 8,800 | — | $22.23万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $22.35万 | 0.02% | 1,362 | 1,362 | — | $22.35万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.65万 | 0.02% | 3,185 | 54 | 1.7% | $3,841 | 加仓 |
| CVS | CVS HEALTH CORP | $22.73万 | 0.02% | 3,165 | -87 | -2.7% | -$6,247 | 减仓 |
| ATR | APTARGROUP INC | $22.73万 | 0.02% | 1,804 | -145 | -7.4% | -$1.83万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $22.75万 | 0.02% | 4,297 | -699 | -14.0% | -$3.70万 | 减仓 |
| NKE | NIKE INC | $22.79万 | 0.02% | 4,314 | -1,857 | -30.1% | -$9.81万 | 减仓 |
| ARGX | ARGENX SE | $23.00万 | 0.02% | 315 | 15 | 5.0% | $1.10万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $23.06万 | 0.02% | 2,677 | 2,677 | — | $23.06万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $23.16万 | 0.02% | 55 | -1 | -1.8% | -$4,210 | 减仓 |
| IGE | ISHARES TR | $23.62万 | 0.02% | 3,752 | 3,752 | — | $23.62万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $23.73万 | 0.02% | 3,650 | 3,650 | — | $23.73万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $23.76万 | 0.02% | 1,393 | -66 | -4.5% | -$1.13万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $23.83万 | 0.02% | 2,422 | -98 | -3.9% | -$9,642 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $23.86万 | 0.02% | 4,233 | -928 | -18.0% | -$5.23万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $24.12万 | 0.02% | 3,129 | -1,015 | -24.5% | -$7.82万 | 减仓 |
| DTM | DT MIDSTREAM INC | $24.12万 | 0.02% | 1,791 | -400 | -18.3% | -$5.39万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $24.35万 | 0.02% | 1,121 | 4 | 0.4% | $869 | 加仓 |
| — | GLOBAL X FDS | $24.61万 | 0.02% | 6,673 | 6,673 | — | $24.61万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.73万 | 0.02% | 9,254 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $24.78万 | 0.02% | 5,824 | 55 | 1.0% | $2,340 | 加仓 |
| ENB | ENBRIDGE INC | $25.06万 | 0.02% | 4,629 | -215 | -4.4% | -$1.16万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.09万 | 0.02% | 1,544 | -3 | -0.2% | -$487 | 减仓 |
| BA | BOEING CO | $25.30万 | 0.02% | 1,271 | 82 | 6.9% | $1.63万 | 加仓 |
| ESLT | ELBIT SYS LTD | $25.47万 | 0.02% | 300 | -150 | -33.3% | -$12.74万 | 重新持有 |
| WSO | WATSCO INC | $25.79万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $25.99万 | 0.02% | 601 | -154 | -20.4% | -$6.66万 | 减仓 |
| ALB | ALBEMARLE CORP | $26.07万 | 0.02% | 1,452 | -490 | -25.2% | -$8.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.18万 | 0.02% | 1,364 | 19 | 1.4% | $3,647 | 加仓 |
| ADI | ANALOG DEVICES INC | $26.33万 | 0.02% | 828 | -102 | -11.0% | -$3.24万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $26.38万 | 0.02% | 3,668 | -265 | -6.7% | -$1.91万 | 减仓 |
| XAR | SPDR SERIES TRUST | $26.67万 | 0.02% | 1,050 | 100 | 10.5% | $2.54万 | 加仓 |
| FHI | FEDERATED HERMES INC | $27.01万 | 0.02% | 4,763 | -903 | -15.9% | -$5.12万 | 减仓 |
| VB | VANGUARD INDEX FDS | $27.10万 | 0.02% | 1,035 | -564 | -35.3% | -$14.77万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $27.16万 | 0.02% | 715 | -465 | -39.4% | -$17.66万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $27.24万 | 0.02% | 17,408 | 17,408 | — | $27.24万 | 新建仓 |
| ADPV | SERIES PORTFOLIOS TR | $27.24万 | 0.02% | 6,461 | 775 | 13.6% | $3.27万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $27.55万 | 0.02% | 3,839 | -5 | -0.1% | -$359 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $27.60万 | 0.02% | 1,604 | 1,604 | — | $27.60万 | 新建仓 |
| IEMG | ISHARES INC | $27.85万 | 0.02% | 3,993 | -690 | -14.7% | -$4.81万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $27.92万 | 0.02% | 1,618 | -1 | -0.1% | -$173 | 减仓 |
| ITA | ISHARES TR | $28.31万 | 0.02% | 1,294 | 1,294 | — | $28.31万 | 新建仓 |
| SRE | SEMPRA | $28.33万 | 0.02% | 2,915 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $28.63万 | 0.02% | 1,746 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $28.76万 | 0.02% | 1,248 | 75 | 6.4% | $1.73万 | 加仓 |
| IGV | ISHARES TR | $28.86万 | 0.02% | 3,605 | 3,605 | — | $28.86万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.10万 | 0.02% | 1,042 | -324 | -23.7% | -$9.05万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $29.15万 | 0.02% | 3,235 | -635 | -16.4% | -$5.72万 | 减仓 |
| GPC | GENUINE PARTS CO | $29.19万 | 0.02% | 2,760 | -213 | -7.2% | -$2.25万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $29.32万 | 0.02% | 1,002 | -9 | -0.9% | -$2,634 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $29.36万 | 0.02% | 6,908 | -100 | -1.4% | -$4,250 | 减仓 |
| CRH | CRH PLC | $29.51万 | 0.02% | 2,807 | -275 | -8.9% | -$2.89万 | 减仓 |
| FTI | TECHNIPFMC PLC | $29.68万 | 0.02% | 4,293 | -200 | -4.5% | -$1.38万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $29.71万 | 0.02% | 2,646 | -5 | -0.2% | -$561 | 减仓 |