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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -6,722 | -100.0% | -$70.28万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -7,516 | -100.0% | -$42.46万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -2,364 | -100.0% | -$37.17万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -14,039 | -100.0% | -$36.33万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -715 | -100.0% | -$27.16万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,452 | -100.0% | -$26.07万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -601 | -100.0% | -$25.99万 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -300 | -100.0% | -$25.47万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -2,422 | -100.0% | -$23.83万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,650 | -100.0% | -$23.73万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,314 | -100.0% | -$22.79万 | 清仓 |
| SDIV | GLOBAL X FDS | $0 | 0.00% | 0 | -8,800 | -100.0% | -$22.23万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,416 | -100.0% | -$21.98万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,608 | -100.0% | -$21.88万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -1,741 | -100.0% | -$21.38万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -609 | -100.0% | -$21.03万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,286 | -100.0% | -$20.67万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,205 | -100.0% | -$20.37万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,501 | -100.0% | -$20.34万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -1,962 | -100.0% | -$20.33万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,183 | -100.0% | -$20.15万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -24,256 | -100.0% | -$4.88万 | 清仓 |
| — | CALCIMEDICA INC | $1.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $6.69万 | 0.00% | 11,652 | -3,848 | -24.8% | -$2.21万 | 重新持有 |
| LPL | LG DISPLAY CO LTD | $7.31万 | 0.00% | 18,800 | 18,800 | — | $7.31万 | 新建仓 |
| PONY | PONY AI INC | $8.91万 | 0.01% | 12,822 | 12,822 | — | $8.91万 | 新建仓 |
| BTZ | BLACKROCK CR ALLOCATION | $10.63万 | 0.01% | 10,400 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $12.47万 | 0.01% | 172,850 | 116,500 | 206.7% | $8.41万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $13.47万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $14.49万 | 0.01% | 12,123 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $15.82万 | 0.01% | 12,478 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $19.80万 | 0.01% | 10,688 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $19.88万 | 0.01% | 11,119 | -936 | -7.8% | -$1.67万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.17万 | 0.01% | 1,473 | -71 | -4.6% | -$9,723 | 减仓 |
| NUE | NUCOR CORP | $20.45万 | 0.01% | 918 | 918 | — | $20.45万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $20.59万 | 0.01% | 4,630 | 4,630 | — | $20.59万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $20.65万 | 0.01% | 2,508 | 2,508 | — | $20.65万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $20.70万 | 0.01% | 2,679 | 2,679 | — | $20.70万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $20.73万 | 0.01% | 919 | -2 | -0.2% | -$451 | 减仓 |
| SAP | SAP SE | $21.07万 | 0.01% | 1,367 | 1,367 | — | $21.07万 | 新建仓 |
| IGE | ISHARES TR | $21.08万 | 0.01% | 3,752 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $21.12万 | 0.01% | 2,078 | 2,078 | — | $21.12万 | 新建仓 |
| IVE | ISHARES TR | $21.19万 | 0.01% | 933 | 933 | — | $21.19万 | 新建仓 |
| FLEX | FLEX LTD | $21.39万 | 0.01% | 1,320 | 1,320 | — | $21.39万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.42万 | 0.01% | 3,485 | 3,485 | — | $21.42万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $21.50万 | 0.01% | 3,003 | -126 | -4.0% | -$9,022 | 减仓 |
| STM | STMICROELECTRONICS N V | $21.75万 | 0.01% | 2,905 | 2,905 | — | $21.75万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.76万 | 0.01% | 876 | -166 | -15.9% | -$4.12万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $21.78万 | 0.01% | 4,197 | -100 | -2.3% | -$5,188 | 减仓 |
| SHLD | GLOBAL X FDS | $21.87万 | 0.01% | 3,662 | -3,045 | -45.4% | -$18.18万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $21.93万 | 0.01% | 5,684 | -294 | -4.9% | -$1.13万 | 减仓 |
| FTNT | FORTINET INC | $22.41万 | 0.01% | 1,459 | 1,459 | — | $22.41万 | 新建仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $22.51万 | 0.01% | 4,026 | 4,026 | — | $22.51万 | 新建仓 |
| ATR | APTARGROUP INC | $22.55万 | 0.01% | 1,801 | -3 | -0.2% | -$376 | 减仓 |
| HACK | AMPLIFY ETF TR | $22.56万 | 0.01% | 2,150 | -1,000 | -31.7% | -$10.49万 | 重新持有 |
| CLS | CELESTICA INC | $22.62万 | 0.01% | 620 | 620 | — | $22.62万 | 新建仓 |
| DHI | D R HORTON INC | $22.92万 | 0.01% | 1,407 | -60 | -4.1% | -$9,773 | 减仓 |
| IYW | ISHARES TR | $23.23万 | 0.01% | 921 | 921 | — | $23.23万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $23.42万 | 0.01% | 3,246 | -422 | -11.5% | -$3.05万 | 减仓 |
| XAR | SPDR SERIES TRUST | $23.92万 | 0.01% | 843 | -207 | -19.7% | -$5.87万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $23.96万 | 0.01% | 3,157 | 3,157 | — | $23.96万 | 新建仓 |
| PWR | QUANTA SVCS INC | $24.19万 | 0.02% | 336 | 336 | — | $24.19万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.26万 | 0.02% | 4,475 | -154 | -3.3% | -$8,348 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $24.40万 | 0.02% | 2,009 | -8 | -0.4% | -$972 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.47万 | 0.02% | 8,880 | -374 | -4.0% | -$1.03万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $24.51万 | 0.02% | 4,161 | 4,161 | — | $24.51万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $24.56万 | 0.02% | 1,378 | 3 | 0.2% | $535 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $24.57万 | 0.02% | 1,410 | -194 | -12.1% | -$3.38万 | 减仓 |
| KVUE | KENVUE INC | $24.67万 | 0.02% | 12,912 | 12,912 | — | $24.67万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.73万 | 0.02% | 2,009 | -442 | -18.0% | -$5.44万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $24.87万 | 0.02% | 3,550 | -84 | -2.3% | -$5,886 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $25.09万 | 0.02% | 3,289 | -550 | -14.3% | -$4.20万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $25.21万 | 0.02% | 1,541 | -77 | -4.8% | -$1.26万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $25.30万 | 0.02% | 3,724 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $25.77万 | 0.02% | 8,151 | -867 | -9.6% | -$2.74万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $25.88万 | 0.02% | 937 | 937 | — | $25.88万 | 新建仓 |
| REET | ISHARES TR | $25.95万 | 0.02% | 9,397 | 9,397 | — | $25.95万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $26.31万 | 0.02% | 4,765 | 2 | 0.0% | $110 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.38万 | 0.02% | 3,204 | 19 | 0.6% | $1,565 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $26.47万 | 0.02% | 4,233 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $26.82万 | 0.02% | 2,507 | -300 | -10.7% | -$3.21万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $27.01万 | 0.02% | 2,677 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $27.02万 | 0.02% | 2,915 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $27.07万 | 0.02% | 1,557 | 9 | 0.6% | $1,565 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $27.32万 | 0.02% | 15,411 | -1,997 | -11.5% | -$3.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $27.41万 | 0.02% | 1,128 | 7 | 0.6% | $1,701 | 加仓 |
| FORM | FORMFACTOR INC | $27.54万 | 0.02% | 1,722 | 1,722 | — | $27.54万 | 新建仓 |
| AYI | ACUITY INC | $27.68万 | 0.02% | 735 | -2 | -0.3% | -$753 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $27.81万 | 0.02% | 9,684 | 9,684 | — | $27.81万 | 新建仓 |
| IHI | ISHARES TR | $28.04万 | 0.02% | 5,675 | -51 | -0.9% | -$2,520 | 减仓 |
| SOXX | ISHARES TR | $28.09万 | 0.02% | 438 | 438 | — | $28.09万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $28.12万 | 0.02% | 4,242 | -51 | -1.2% | -$3,381 | 减仓 |
| YUM | YUM BRANDS INC | $28.20万 | 0.02% | 1,764 | -500 | -22.1% | -$7.99万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.43万 | 0.02% | 5,769 | -55 | -0.9% | -$2,710 | 减仓 |
| F | FORD MTR CO | $28.57万 | 0.02% | 20,551 | -10,746 | -34.3% | -$14.94万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.86万 | 0.02% | 769 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $28.91万 | 0.02% | 2,450 | -310 | -11.2% | -$3.66万 | 减仓 |
| ALAB | ASTERA LABS INC | $29.08万 | 0.02% | 602 | 602 | — | $29.08万 | 新建仓 |
| WSO | WATSCO INC | $29.09万 | 0.02% | 698 | -11 | -1.6% | -$4,584 | 减仓 |
| DTM | DT MIDSTREAM INC | $29.22万 | 0.02% | 1,991 | 200 | 11.2% | $2.93万 | 加仓 |