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 |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $40.85万 | 0.03% | 9,018 | -80 | -0.9% | -$3,624 | 减仓 |
| MCK | MCKESSON CORP | $40.41万 | 0.03% | 467 | 62 | 15.3% | $5.37万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $40.29万 | 0.03% | 6,441 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $40.14万 | 0.03% | 1,354 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $38.82万 | 0.03% | 5,195 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $38.55万 | 0.03% | 2,451 | -193 | -7.3% | -$3.04万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $38.51万 | 0.03% | 16,686 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $38.29万 | 0.03% | 5,414 | -248 | -4.4% | -$1.75万 | 减仓 |
| ALL | ALLSTATE CORP | $37.67万 | 0.03% | 1,817 | -55 | -2.9% | -$1.14万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $37.44万 | 0.03% | 1,772 | -373 | -17.4% | -$7.88万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $37.36万 | 0.03% | 4,665 | -15 | -0.3% | -$1,201 | 减仓 |
| EWY | ISHARES INC | $37.31万 | 0.03% | 3,033 | 3,033 | — | $37.31万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $37.17万 | 0.03% | 2,364 | -154 | -6.1% | -$2.42万 | 减仓 |
| VLO | VALERO ENERGY CORP | $36.86万 | 0.03% | 1,492 | 1 | 0.1% | $247 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $36.69万 | 0.02% | 3,904 | 375 | 10.6% | $3.52万 | 加仓 |
| CCL | CARNIVAL CORP | $36.33万 | 0.02% | 14,039 | 22 | 0.2% | $569 | 加仓 |
| F | FORD MTR CO | $36.12万 | 0.02% | 31,297 | -5,101 | -14.0% | -$5.89万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $36.06万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $35.74万 | 0.02% | 3,224 | -769 | -19.3% | -$8.52万 | 减仓 |
| ITOT | ISHARES TR | $35.35万 | 0.02% | 2,482 | 48 | 2.0% | $6,836 | 加仓 |
| YUM | YUM BRANDS INC | $35.20万 | 0.02% | 2,264 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $34.99万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $34.81万 | 0.02% | 1,305 | -26 | -2.0% | -$6,936 | 减仓 |
| SJM | SMUCKER J M CO | $34.49万 | 0.02% | 3,576 | 375 | 11.7% | $3.62万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $34.42万 | 0.02% | 4,938 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $34.31万 | 0.02% | 3,319 | 861 | 35.0% | $8.90万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.04万 | 0.02% | 4,294 | -584 | -12.0% | -$4.63万 | 减仓 |
| SYY | SYSCO CORP | $33.97万 | 0.02% | 4,763 | -553 | -10.4% | -$3.94万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.83万 | 0.02% | 2,313 | -3 | -0.1% | -$439 | 减仓 |
| UL | UNILEVER PLC | $33.39万 | 0.02% | 5,861 | -888 | -13.2% | -$5.06万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $32.78万 | 0.02% | 3,513 | -17 | -0.5% | -$1,586 | 减仓 |
| DSI | ISHARES TR | $32.47万 | 0.02% | 2,679 | -15 | -0.6% | -$1,818 | 减仓 |
| VMC | VULCAN MATLS CO | $32.32万 | 0.02% | 1,187 | -8 | -0.7% | -$2,178 | 减仓 |
| ESGU | ISHARES TR | $32.11万 | 0.02% | 2,270 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $31.73万 | 0.02% | 1,535 | -7 | -0.5% | -$1,447 | 减仓 |
| MPC | MARATHON PETE CORP | $31.69万 | 0.02% | 1,298 | -3 | -0.2% | -$733 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $31.49万 | 0.02% | 5,657 | 568 | 11.2% | $3.16万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $30.60万 | 0.02% | 8,729 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $30.55万 | 0.02% | 5,726 | 47 | 0.8% | $2,507 | 加仓 |
| ESGV | VANGUARD WORLD FD | $29.71万 | 0.02% | 2,646 | -5 | -0.2% | -$561 | 减仓 |
| FTI | TECHNIPFMC PLC | $29.68万 | 0.02% | 4,293 | -200 | -4.5% | -$1.38万 | 减仓 |
| CRH | CRH PLC | $29.51万 | 0.02% | 2,807 | -275 | -8.9% | -$2.89万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $29.36万 | 0.02% | 6,908 | -100 | -1.4% | -$4,250 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $29.32万 | 0.02% | 1,002 | -9 | -0.9% | -$2,634 | 减仓 |
| GPC | GENUINE PARTS CO | $29.19万 | 0.02% | 2,760 | -213 | -7.2% | -$2.25万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $29.15万 | 0.02% | 3,235 | -635 | -16.4% | -$5.72万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.10万 | 0.02% | 1,042 | -324 | -23.7% | -$9.05万 | 减仓 |
| IGV | ISHARES TR | $28.86万 | 0.02% | 3,605 | 3,605 | — | $28.86万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $28.76万 | 0.02% | 1,248 | 75 | 6.4% | $1.73万 | 加仓 |
| MSA | MSA SAFETY INC | $28.63万 | 0.02% | 1,746 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $28.33万 | 0.02% | 2,915 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $28.31万 | 0.02% | 1,294 | 1,294 | — | $28.31万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $27.92万 | 0.02% | 1,618 | -1 | -0.1% | -$173 | 减仓 |
| IEMG | ISHARES INC | $27.85万 | 0.02% | 3,993 | -690 | -14.7% | -$4.81万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $27.60万 | 0.02% | 1,604 | 1,604 | — | $27.60万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $27.55万 | 0.02% | 3,839 | -5 | -0.1% | -$359 | 减仓 |
| ADPV | SERIES PORTFOLIOS TR | $27.24万 | 0.02% | 6,461 | 775 | 13.6% | $3.27万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $27.24万 | 0.02% | 17,408 | 17,408 | — | $27.24万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $27.16万 | 0.02% | 715 | -465 | -39.4% | -$17.66万 | 减仓 |
| VB | VANGUARD INDEX FDS | $27.10万 | 0.02% | 1,035 | -564 | -35.3% | -$14.77万 | 减仓 |
| FHI | FEDERATED HERMES INC | $27.01万 | 0.02% | 4,763 | -903 | -15.9% | -$5.12万 | 减仓 |
| XAR | SPDR SERIES TRUST | $26.67万 | 0.02% | 1,050 | 100 | 10.5% | $2.54万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $26.38万 | 0.02% | 3,668 | -265 | -6.7% | -$1.91万 | 减仓 |
| ADI | ANALOG DEVICES INC | $26.33万 | 0.02% | 828 | -102 | -11.0% | -$3.24万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.18万 | 0.02% | 1,364 | 19 | 1.4% | $3,647 | 加仓 |
| ALB | ALBEMARLE CORP | $26.07万 | 0.02% | 1,452 | -490 | -25.2% | -$8.80万 | 减仓 |
| INTU | INTUIT | $25.99万 | 0.02% | 601 | -154 | -20.4% | -$6.66万 | 减仓 |
| WSO | WATSCO INC | $25.79万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $25.47万 | 0.02% | 300 | -150 | -33.3% | -$12.74万 | 重新持有 |
| BA | BOEING CO | $25.30万 | 0.02% | 1,271 | 82 | 6.9% | $1.63万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.09万 | 0.02% | 1,544 | -3 | -0.2% | -$487 | 减仓 |
| ENB | ENBRIDGE INC | $25.06万 | 0.02% | 4,629 | -215 | -4.4% | -$1.16万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $24.78万 | 0.02% | 5,824 | 55 | 1.0% | $2,340 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.73万 | 0.02% | 9,254 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $24.61万 | 0.02% | 6,673 | 6,673 | — | $24.61万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $24.35万 | 0.02% | 1,121 | 4 | 0.4% | $869 | 加仓 |
| DTM | DT MIDSTREAM INC | $24.12万 | 0.02% | 1,791 | -400 | -18.3% | -$5.39万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $24.12万 | 0.02% | 3,129 | -1,015 | -24.5% | -$7.82万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $23.86万 | 0.02% | 4,233 | -928 | -18.0% | -$5.23万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $23.83万 | 0.02% | 2,422 | -98 | -3.9% | -$9,642 | 减仓 |
| IQV | IQVIA HLDGS INC | $23.76万 | 0.02% | 1,393 | -66 | -4.5% | -$1.13万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $23.73万 | 0.02% | 3,650 | 3,650 | — | $23.73万 | 新建仓 |
| IGE | ISHARES TR | $23.62万 | 0.02% | 3,752 | 3,752 | — | $23.62万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $23.16万 | 0.02% | 55 | -1 | -1.8% | -$4,210 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $23.06万 | 0.02% | 2,677 | 2,677 | — | $23.06万 | 新建仓 |
| ARGX | ARGENX SE | $23.00万 | 0.02% | 315 | 15 | 5.0% | $1.10万 | 加仓 |
| NKE | NIKE INC | $22.79万 | 0.02% | 4,314 | -1,857 | -30.1% | -$9.81万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $22.75万 | 0.02% | 4,297 | -699 | -14.0% | -$3.70万 | 减仓 |
| ATR | APTARGROUP INC | $22.73万 | 0.02% | 1,804 | -145 | -7.4% | -$1.83万 | 减仓 |
| CVS | CVS HEALTH CORP | $22.73万 | 0.02% | 3,165 | -87 | -2.7% | -$6,247 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.65万 | 0.02% | 3,185 | 54 | 1.7% | $3,841 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $22.35万 | 0.02% | 1,362 | 1,362 | — | $22.35万 | 新建仓 |
| SDIV | GLOBAL X FDS | $22.23万 | 0.02% | 8,800 | 8,800 | — | $22.23万 | 新建仓 |
| APP | APPLOVIN CORP | $22.17万 | 0.02% | 557 | 124 | 28.6% | $4.94万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $22.03万 | 0.01% | 3,724 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $21.98万 | 0.01% | 2,416 | 2,416 | — | $21.98万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.88万 | 0.01% | 1,608 | -7 | -0.4% | -$953 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $21.79万 | 0.01% | 3,634 | 56 | 1.6% | $3,358 | 加仓 |
| NTRS | NORTHERN TR CORP | $21.61万 | 0.01% | 1,548 | -11 | -0.7% | -$1,535 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $21.40万 | 0.01% | 12,055 | 33 | 0.3% | $586 | 加仓 |