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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $91.78万 | 0.06% | 3,783 | -164 | -4.2% | -$3.98万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $91.77万 | 0.06% | 23,886 | 1,106 | 4.9% | $4.25万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $90.03万 | 0.06% | 7,777 | -231 | -2.9% | -$2.67万 | 减仓 |
| C | CITIGROUP INC | $89.78万 | 0.06% | 7,917 | -81 | -1.0% | -$9,186 | 减仓 |
| ET | ENERGY TRANSFER L P | $89.33万 | 0.06% | 46,283 | -333 | -0.7% | -$6,427 | 减仓 |
| PRK | PARK NATL CORP | $88.15万 | 0.06% | 5,393 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $87.81万 | 0.06% | 1,006 | -28 | -2.7% | -$2.44万 | 减仓 |
| HSY | HERSHEY CO | $84.78万 | 0.06% | 4,078 | -214 | -5.0% | -$4.45万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $84.32万 | 0.06% | 13,764 | 28 | 0.2% | $1,715 | 加仓 |
| COP | CONOCOPHILLIPS | $84.31万 | 0.06% | 6,387 | -20 | -0.3% | -$2,640 | 减仓 |
| MMM | 3M CO | $83.88万 | 0.06% | 5,775 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $83.39万 | 0.06% | 6,133 | -159 | -2.5% | -$2.16万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $83.21万 | 0.06% | 17,170 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $82.77万 | 0.06% | 11,021 | -1,340 | -10.8% | -$10.06万 | 减仓 |
| SHY | ISHARES TR | $81.86万 | 0.06% | 9,914 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $80.72万 | 0.05% | 5,948 | 176 | 3.0% | $2.39万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $78.85万 | 0.05% | 27,463 | -4,835 | -15.0% | -$13.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $78.55万 | 0.05% | 9,216 | -902 | -8.9% | -$7.69万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $78.21万 | 0.05% | 2,692 | -464 | -14.7% | -$13.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $76.89万 | 0.05% | 1,539 | 30 | 2.0% | $1.50万 | 加仓 |
| SLB | SLB LIMITED | $76.72万 | 0.05% | 14,929 | -662 | -4.2% | -$3.40万 | 减仓 |
| MUB | ISHARES TR | $75.28万 | 0.05% | 7,092 | -512 | -6.7% | -$5.43万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $75.25万 | 0.05% | 10,729 | -30 | -0.3% | -$2,104 | 减仓 |
| IJH | ISHARES TR | $74.56万 | 0.05% | 11,041 | 5 | 0.0% | $338 | 加仓 |
| IWO | ISHARES TR | $74.52万 | 0.05% | 2,375 | 2 | 0.1% | $628 | 加仓 |
| DASH | DOORDASH INC | $73.06万 | 0.05% | 4,866 | 229 | 4.9% | $3.44万 | 加仓 |
| MCO | MOODYS CORP | $72.64万 | 0.05% | 1,665 | -63 | -3.6% | -$2.75万 | 减仓 |
| EFA | ISHARES TR | $72.55万 | 0.05% | 7,469 | 10 | 0.1% | $971 | 加仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $72.47万 | 0.05% | 15,050 | 258 | 1.7% | $1.24万 | 加仓 |
| IGM | ISHARES TR | $72.43万 | 0.05% | 6,112 | -46 | -0.7% | -$5,451 | 减仓 |
| CME | CME GROUP INC | $72.14万 | 0.05% | 2,442 | 231 | 10.4% | $6.82万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $71.42万 | 0.05% | 3,829 | 115 | 3.1% | $2.14万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $71.32万 | 0.05% | 5,414 | 171 | 3.3% | $2.25万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $71.11万 | 0.05% | 6,220 | -16 | -0.3% | -$1,829 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $70.96万 | 0.05% | 3,410 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $70.28万 | 0.05% | 6,722 | -153 | -2.2% | -$1.60万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $70.27万 | 0.05% | 17,798 | 757 | 4.4% | $2.99万 | 加仓 |
| DHR | DANAHER CORP DEL | $69.75万 | 0.05% | 3,679 | -341 | -8.5% | -$6.47万 | 减仓 |
| LIN | LINDE PLC | $68.81万 | 0.05% | 1,388 | -7 | -0.5% | -$3,470 | 减仓 |
| T | AT&T INC | $68.81万 | 0.05% | 23,734 | -484 | -2.0% | -$1.40万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $68.13万 | 0.05% | 2,083 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $67.84万 | 0.05% | 14,758 | 3 | 0.0% | $138 | 加仓 |
| CW | CURTISS WRIGHT CORP | $67.84万 | 0.05% | 996 | -5 | -0.5% | -$3,406 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $67.68万 | 0.05% | 9,544 | 6 | 0.1% | $425 | 加仓 |
| RACE | FERRARI N V | $66.64万 | 0.05% | 1,969 | -220 | -10.1% | -$7.45万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $66.30万 | 0.05% | 6,131 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $65.87万 | 0.04% | 2,021 | -2 | -0.1% | -$652 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $64.72万 | 0.04% | 2,219 | -26 | -1.2% | -$7,584 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $63.91万 | 0.04% | 3,072 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $63.59万 | 0.04% | 3,354 | 1 | 0.0% | $190 | 加仓 |
| GPN | GLOBAL PMTS INC | $62.91万 | 0.04% | 9,347 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $61.75万 | 0.04% | 11,872 | 240 | 2.1% | $1.25万 | 加仓 |
| MTUM | ISHARES TR | $61.74万 | 0.04% | 2,573 | 139 | 5.7% | $3.34万 | 加仓 |
| BGRN | ISHARES TR | $60.60万 | 0.04% | 12,766 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $60.38万 | 0.04% | 3,310 | 722 | 27.9% | $13.17万 | 加仓 |
| AON | AON PLC | $60.23万 | 0.04% | 1,866 | -69 | -3.6% | -$2.23万 | 减仓 |
| FDX | FEDEX CORP | $59.34万 | 0.04% | 1,666 | 193 | 13.1% | $6.87万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $58.77万 | 0.04% | 4,500 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $56.59万 | 0.04% | 6,105 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $54.58万 | 0.04% | 1,398 | -47 | -3.3% | -$1.83万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $54.01万 | 0.04% | 13,749 | 9 | 0.1% | $354 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $53.92万 | 0.04% | 9,575 | -556 | -5.5% | -$3.13万 | 减仓 |
| PPL | PPL CORP | $53.76万 | 0.04% | 14,072 | -1,037 | -6.9% | -$3.96万 | 减仓 |
| WWD | WOODWARD INC | $53.62万 | 0.04% | 1,498 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $53.35万 | 0.04% | 9,124 | 927 | 11.3% | $5.42万 | 加仓 |
| O | REALTY INCOME CORP | $51.97万 | 0.04% | 8,495 | 454 | 5.6% | $2.78万 | 加仓 |
| TGT | TARGET CORP | $50.77万 | 0.03% | 4,189 | -287 | -6.4% | -$3.48万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $50.42万 | 0.03% | 6,409 | -282 | -4.2% | -$2.22万 | 减仓 |
| CMI | CUMMINS INC | $50.12万 | 0.03% | 931 | -50 | -5.1% | -$2.69万 | 减仓 |
| VDE | VANGUARD WORLD FD | $48.84万 | 0.03% | 2,822 | 470 | 20.0% | $8.13万 | 加仓 |
| HAS | HASBRO INC | $48.66万 | 0.03% | 5,198 | -12 | -0.2% | -$1,123 | 减仓 |
| TPG | TPG INC | $47.92万 | 0.03% | 11,830 | 204 | 1.8% | $8,264 | 加仓 |
| EAGG | ISHARES TR | $47.71万 | 0.03% | 10,034 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $47.51万 | 0.03% | 6,707 | 1,507 | 29.0% | $10.68万 | 加仓 |
| TRGP | TARGA RES CORP | $46.69万 | 0.03% | 1,862 | -12 | -0.6% | -$3,009 | 减仓 |
| SUSA | ISHARES TR | $46.63万 | 0.03% | 3,530 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $46.29万 | 0.03% | 2,541 | -147 | -5.5% | -$2.68万 | 减仓 |
| DEO | DIAGEO PLC | $46.13万 | 0.03% | 6,197 | -1,115 | -15.2% | -$8.30万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $45.69万 | 0.03% | 12,870 | 629 | 5.1% | $2.23万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $45.52万 | 0.03% | 5,903 | 900 | 18.0% | $6.94万 | 加仓 |
| MOAT | VANECK ETF TRUST | $45.44万 | 0.03% | 4,699 | -234 | -4.7% | -$2.26万 | 减仓 |
| NUBD | NUSHARES ETF TR | $45.32万 | 0.03% | 20,404 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $45.27万 | 0.03% | 2,309 | -27 | -1.2% | -$5,293 | 减仓 |
| USXF | ISHARES TR | $45.20万 | 0.03% | 8,189 | -25 | -0.3% | -$1,380 | 减仓 |
| OKE | ONEOK INC NEW | $44.57万 | 0.03% | 4,931 | -1,020 | -17.1% | -$9.22万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $44.54万 | 0.03% | 9,021 | -741 | -7.6% | -$3.66万 | 减仓 |
| AZO | AUTOZONE INC | $44.25万 | 0.03% | 131 | -3 | -2.2% | -$1.01万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $44.10万 | 0.03% | 10,242 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $43.30万 | 0.03% | 3,668 | 1,129 | 44.5% | $13.33万 | 加仓 |
| NVS | NOVARTIS AG | $43.20万 | 0.03% | 2,828 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $43.18万 | 0.03% | 10,850 | -371 | -3.3% | -$1.48万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $43.02万 | 0.03% | 1,964 | -9 | -0.5% | -$1,971 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $42.95万 | 0.03% | 2,166 | 244 | 12.7% | $4.84万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $42.91万 | 0.03% | 10,044 | -100 | -1.0% | -$4,272 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $42.46万 | 0.03% | 7,516 | 206 | 2.8% | $1.16万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $42.42万 | 0.03% | 2,090 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $42.36万 | 0.03% | 3,571 | -13 | -0.4% | -$1,542 | 减仓 |
| PULS | PGIM ETF TR | $41.58万 | 0.03% | 8,400 | 8,400 | — | $41.58万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $41.18万 | 0.03% | 1,594 | 15 | 0.9% | $3,875 | 加仓 |
| TDV | PROSHARES TR | $40.85万 | 0.03% | 4,823 | 1 | 0.0% | $85 | 加仓 |