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 |
|---|---|---|---|---|---|---|---|---|
| WRB | BERKLEY W R CORP | $309.89万 | 0.21% | 46,754 | -23 | -0.0% | -$1,524 | 减仓 |
| MDT | MEDTRONIC PLC | $302.56万 | 0.21% | 34,917 | 351 | 1.0% | $3.04万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $293.45万 | 0.20% | 22,387 | -331 | -1.5% | -$4.34万 | 减仓 |
| QCOM | QUALCOMM INC | $289.03万 | 0.20% | 22,444 | -50 | -0.2% | -$6,439 | 减仓 |
| IVV | ISHARES TR | $285.19万 | 0.19% | 4,366 | -481 | -9.9% | -$31.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $285.18万 | 0.19% | 21,780 | -48 | -0.2% | -$6,285 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $282.34万 | 0.19% | 8,357 | -562 | -6.3% | -$18.99万 | 减仓 |
| WFC | WELLS FARGO & CO | $277.83万 | 0.19% | 34,899 | 1,052 | 3.1% | $8.37万 | 加仓 |
| LOW | LOWES COS INC | $277.59万 | 0.19% | 11,748 | -894 | -7.1% | -$21.12万 | 减仓 |
| XEL | XCEL ENERGY INC | $275.25万 | 0.19% | 34,649 | 289 | 0.8% | $2.30万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $265.96万 | 0.18% | 16,373 | 443 | 2.8% | $7.20万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $259.68万 | 0.18% | 5,487 | -133 | -2.4% | -$6.29万 | 减仓 |
| Z | ZILLOW GROUP INC | $259.39万 | 0.18% | 62,685 | -4,000 | -6.0% | -$16.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $257.83万 | 0.18% | 8,978 | 296 | 3.4% | $8.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $252.64万 | 0.17% | 5,140 | 133 | 2.7% | $6.54万 | 加仓 |
| IAU | ISHARES GOLD TR | $250.00万 | 0.17% | 28,358 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $239.74万 | 0.16% | 45,612 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $234.82万 | 0.16% | 9,371 | -745 | -7.4% | -$18.67万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $230.62万 | 0.16% | 8,860 | -157 | -1.7% | -$4.09万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $229.07万 | 0.16% | 22,311 | -1,518 | -6.4% | -$15.59万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $228.75万 | 0.16% | 45,568 | -285 | -0.6% | -$1.43万 | 减仓 |
| DE | DEERE & CO | $223.40万 | 0.15% | 3,966 | 3 | 0.1% | $1,690 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $223.06万 | 0.15% | 216,565 | 454 | 0.2% | $4,676 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $218.96万 | 0.15% | 22,698 | -2,012 | -8.1% | -$19.41万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $218.92万 | 0.15% | 11,880 | -497 | -4.0% | -$9.16万 | 减仓 |
| NOBL | PROSHARES TR | $213.77万 | 0.15% | 20,165 | -234 | -1.1% | -$2.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $211.16万 | 0.14% | 3,494 | -31 | -0.9% | -$1.87万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $200.67万 | 0.14% | 4,922 | 97 | 2.0% | $3.95万 | 加仓 |
| IBMR | ISHARES TR | $195.88万 | 0.13% | 77,269 | 3,254 | 4.4% | $8.25万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $191.34万 | 0.13% | 28,528 | -353 | -1.2% | -$2.37万 | 减仓 |
| ISTB | ISHARES TR | $190.65万 | 0.13% | 39,342 | -3,011 | -7.1% | -$14.59万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $190.30万 | 0.13% | 11,870 | 1,442 | 13.8% | $23.12万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $188.90万 | 0.13% | 2,445 | 14 | 0.6% | $1.08万 | 加仓 |
| EQIX | EQUINIX INC | $186.46万 | 0.13% | 1,902 | 517 | 37.3% | $50.68万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $186.39万 | 0.13% | 9,174 | -495 | -5.1% | -$10.06万 | 减仓 |
| WM | WASTE MGMT INC DEL | $184.65万 | 0.13% | 8,035 | 57 | 0.7% | $1.31万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $172.49万 | 0.12% | 3,863 | -7 | -0.2% | -$3,126 | 减仓 |
| IWD | ISHARES TR | $170.78万 | 0.12% | 7,993 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $170.26万 | 0.12% | 4,981 | 74 | 1.5% | $2.53万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $168.22万 | 0.11% | 8,898 | 102 | 1.2% | $1.93万 | 加仓 |
| PFF | ISHARES TR | $166.47万 | 0.11% | 54,904 | -3,391 | -5.8% | -$10.28万 | 减仓 |
| ZG | ZILLOW GROUP INC | $162.63万 | 0.11% | 39,293 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $162.48万 | 0.11% | 7,987 | 62 | 0.8% | $1.26万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $161.33万 | 0.11% | 16,288 | 405 | 2.5% | $4.01万 | 加仓 |
| — | HONEYWELL INTL INC | $158.54万 | 0.11% | 7,014 | -35 | -0.5% | -$7,911 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $158.04万 | 0.11% | 27,418 | -1,480 | -5.1% | -$8.53万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $157.69万 | 0.11% | 20,820 | 3,784 | 22.2% | $28.66万 | 加仓 |
| IVW | ISHARES TR | $156.35万 | 0.11% | 13,822 | -32 | -0.2% | -$3,620 | 减仓 |
| DVY | ISHARES TR | $152.35万 | 0.10% | 10,062 | -3 | -0.0% | -$454 | 减仓 |
| PFE | PFIZER INC | $148.11万 | 0.10% | 52,747 | -4,694 | -8.2% | -$13.18万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.10% | 2 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $141.28万 | 0.10% | 14,693 | -2,145 | -12.7% | -$20.62万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $140.40万 | 0.10% | 26,565 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $139.63万 | 0.09% | 28,259 | -1,441 | -4.9% | -$7.12万 | 减仓 |
| INTC | INTEL CORP | $138.18万 | 0.09% | 31,313 | 2,603 | 9.1% | $11.49万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $137.84万 | 0.09% | 4,803 | -62 | -1.3% | -$1.78万 | 减仓 |
| GIS | GENERAL MILLS INC | $135.37万 | 0.09% | 36,369 | 499 | 1.4% | $1.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $133.33万 | 0.09% | 1,576 | 2 | 0.1% | $1,692 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $129.67万 | 0.09% | 1,901 | 47 | 2.5% | $3.21万 | 加仓 |
| BLK | BLACKROCK INC | $128.53万 | 0.09% | 1,336 | -18 | -1.3% | -$1.73万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $128.32万 | 0.09% | 3,797 | -437 | -10.3% | -$14.77万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $127.71万 | 0.09% | 21,726 | -434 | -2.0% | -$2.55万 | 减仓 |
| IEF | ISHARES TR | $126.49万 | 0.09% | 13,253 | -290 | -2.1% | -$2.77万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $126.37万 | 0.09% | 4,670 | -172 | -3.6% | -$4.65万 | 减仓 |
| ETN | EATON CORP PLC | $125.33万 | 0.09% | 3,504 | -9 | -0.3% | -$3,219 | 减仓 |
| WDAY | WORKDAY INC | $125.32万 | 0.09% | 9,646 | 1,532 | 18.9% | $19.90万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $124.77万 | 0.08% | 11,263 | 1,178 | 11.7% | $13.05万 | 加仓 |
| VCR | VANGUARD WORLD FD | $123.12万 | 0.08% | 3,429 | -58 | -1.7% | -$2.08万 | 减仓 |
| TMFC | RBB FD INC | $121.14万 | 0.08% | 18,362 | -117 | -0.6% | -$7,719 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $118.95万 | 0.08% | 22,007 | 173 | 0.8% | $9,351 | 加仓 |
| SHOP | SHOPIFY INC | $117.59万 | 0.08% | 9,913 | 1,496 | 17.8% | $17.75万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $117.46万 | 0.08% | 5,967 | -68 | -1.1% | -$1.34万 | 减仓 |
| DIS | DISNEY WALT CO | $116.58万 | 0.08% | 12,095 | 496 | 4.3% | $4.78万 | 加仓 |
| SMH | VANECK ETF TRUST | $116.25万 | 0.08% | 3,032 | -56 | -1.8% | -$2.15万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $113.27万 | 0.08% | 2,457 | -166 | -6.3% | -$7.65万 | 减仓 |
| GE | GE AEROSPACE | $112.73万 | 0.08% | 3,972 | 73 | 1.9% | $2.07万 | 加仓 |
| ZTS | ZOETIS INC | $111.78万 | 0.08% | 9,456 | 81 | 0.9% | $9,575 | 加仓 |
| FIX | COMFORT SYS USA INC | $111.42万 | 0.08% | 808 | 5 | 0.6% | $6,895 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.27万 | 0.07% | 17,052 | 1,683 | 11.0% | $10.78万 | 加仓 |
| CSX | CSX CORP | $107.81万 | 0.07% | 26,264 | -200 | -0.8% | -$8,210 | 减仓 |
| KLAC | KLA CORP | $107.56万 | 0.07% | 731 | -58 | -7.4% | -$8.53万 | 减仓 |
| COWZ | PACER FDS TR | $107.03万 | 0.07% | 17,108 | -6,350 | -27.1% | -$39.72万 | 减仓 |
| CRM | SALESFORCE INC | $106.95万 | 0.07% | 5,729 | -247 | -4.1% | -$4.61万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $106.64万 | 0.07% | 13,173 | -132 | -1.0% | -$1.07万 | 减仓 |
| IBMS | ISHARES TR | $105.72万 | 0.07% | 40,930 | 2,596 | 6.8% | $6.71万 | 加仓 |
| IWS | ISHARES TR | $105.71万 | 0.07% | 7,253 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $101.87万 | 0.07% | 23,631 | -1,264 | -5.1% | -$5.45万 | 减仓 |
| PAYX | PAYCHEX INC | $101.77万 | 0.07% | 11,048 | 1,031 | 10.3% | $9.50万 | 加仓 |
| EFX | EQUIFAX INC | $100.37万 | 0.07% | 5,574 | -160 | -2.8% | -$2.88万 | 减仓 |
| IJR | ISHARES TR | $100.29万 | 0.07% | 8,067 | 462 | 6.1% | $5.74万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $96.98万 | 0.07% | 19,092 | 326 | 1.7% | $1.66万 | 加仓 |
| IBDY | ISHARES TR | $96.20万 | 0.07% | 37,215 | 29,526 | 384.0% | $76.32万 | 加仓 |
| IBB | ISHARES TR | $95.68万 | 0.07% | 5,666 | -46 | -0.8% | -$7,768 | 减仓 |
| USMV | ISHARES TR | $95.37万 | 0.06% | 10,284 | 4 | 0.0% | $371 | 加仓 |
| MS | MORGAN STANLEY | $95.24万 | 0.06% | 5,787 | -180 | -3.0% | -$2.96万 | 减仓 |
| IWP | ISHARES TR | $95.01万 | 0.06% | 7,416 | -5 | -0.1% | -$641 | 减仓 |
| — | BYRNA TECHNOLOGIES INC | $94.06万 | 0.06% | 102,458 | -152 | -0.1% | -$1,395 | 减仓 |
| ASML | ASML HLDG NV | $92.99万 | 0.06% | 704 | -35 | -4.7% | -$4.62万 | 减仓 |
| BX | BLACKSTONE INC | $92.41万 | 0.06% | 8,037 | 333 | 4.3% | $3.83万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $92.06万 | 0.06% | 25,975 | 0 | 0.0% | — | 不变 |