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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $44.32万 | 0.03% | 2,828 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $44.19万 | 0.03% | 5,350 | 152 | 2.9% | $1.26万 | 加仓 |
| T | AT&T INC | $44.16万 | 0.03% | 21,335 | -2,399 | -10.1% | -$4.97万 | 减仓 |
| NUBD | NUSHARES ETF TR | $43.72万 | 0.03% | 19,753 | -651 | -3.2% | -$1.44万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $43.63万 | 0.03% | 1,193 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $42.87万 | 0.03% | 4,931 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $42.66万 | 0.03% | 3,513 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $42.15万 | 0.03% | 1,909 | -533 | -21.8% | -$11.77万 | 减仓 |
| AZO | AUTOZONE INC | $41.87万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $41.69万 | 0.03% | 2,466 | -75 | -3.0% | -$1.27万 | 减仓 |
| ALL | ALLSTATE CORP | $41.12万 | 0.03% | 1,728 | -89 | -4.9% | -$2.12万 | 减仓 |
| ARGX | ARGENX SE | $41.01万 | 0.03% | 442 | 127 | 40.3% | $11.78万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $40.88万 | 0.03% | 3,682 | 3,682 | — | $40.88万 | 新建仓 |
| ITOT | ISHARES TR | $40.77万 | 0.03% | 2,482 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $39.98万 | 0.02% | 3,542 | 223 | 6.7% | $2.52万 | 加仓 |
| SYY | SYSCO CORP | $39.77万 | 0.02% | 4,758 | -5 | -0.1% | -$418 | 减仓 |
| IQV | IQVIA HLDGS INC | $39.38万 | 0.02% | 2,038 | 645 | 46.3% | $12.46万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $39.09万 | 0.02% | 5,195 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $38.95万 | 0.02% | 7,101 | 7,101 | — | $38.95万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $38.88万 | 0.02% | 1,493 | 1 | 0.1% | $260 | 加仓 |
| RSG | REPUBLIC SVCS INC | $38.38万 | 0.02% | 1,801 | -163 | -8.3% | -$3.47万 | 减仓 |
| HUM | HUMANA INC | $37.86万 | 0.02% | 953 | -107 | -10.1% | -$4.25万 | 重新持有 |
| PWV | INVESCO EXCHANGE TRADED FD T | $37.42万 | 0.02% | 4,938 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $37.19万 | 0.02% | 3,595 | 430 | 13.6% | $4.45万 | 加仓 |
| ESGU | ISHARES TR | $37.16万 | 0.02% | 2,270 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $36.56万 | 0.02% | 1,539 | -233 | -13.1% | -$5.54万 | 减仓 |
| DSI | ISHARES TR | $36.48万 | 0.02% | 2,562 | -117 | -4.4% | -$1.67万 | 减仓 |
| ADPV | SERIES PORTFOLIOS TR | $36.43万 | 0.02% | 7,539 | 1,078 | 16.7% | $5.21万 | 加仓 |
| IXN | ISHARES TR | $36.12万 | 0.02% | 2,500 | -1,000 | -28.6% | -$14.45万 | 减仓 |
| MTB | M & T BK CORP | $36.06万 | 0.02% | 1,515 | -20 | -1.3% | -$4,760 | 减仓 |
| CI | THE CIGNA GROUP | $35.76万 | 0.02% | 1,297 | -8 | -0.6% | -$2,205 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $35.13万 | 0.02% | 550 | 550 | — | $35.13万 | 新建仓 |
| VMC | VULCAN MATLS CO | $35.02万 | 0.02% | 1,187 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $34.71万 | 0.02% | 1,364 | 11 | 0.8% | $2,800 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $34.56万 | 0.02% | 3,226 | 2 | 0.1% | $214 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $34.26万 | 0.02% | 3,179 | -56 | -1.7% | -$6,036 | 减仓 |
| APP | APPLOVIN CORP | $34.16万 | 0.02% | 663 | 106 | 19.0% | $5.46万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $33.95万 | 0.02% | 2,567 | -79 | -3.0% | -$1.04万 | 减仓 |
| IEMG | ISHARES INC | $33.68万 | 0.02% | 4,066 | 73 | 1.8% | $6,047 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.58万 | 0.02% | 4,249 | -45 | -1.0% | -$3,556 | 减仓 |
| ADI | ANALOG DEVICES INC | $33.46万 | 0.02% | 843 | 15 | 1.8% | $5,954 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $33.42万 | 0.02% | 3,622 | -282 | -7.2% | -$2.60万 | 减仓 |
| MPC | MARATHON PETE CORP | $33.19万 | 0.02% | 1,298 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $32.91万 | 0.02% | 8,891 | 8,891 | — | $32.91万 | 新建仓 |
| BA | BOEING CO | $32.82万 | 0.02% | 1,516 | 245 | 19.3% | $5.30万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $32.51万 | 0.02% | 1,209 | -39 | -3.1% | -$1.05万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.46万 | 0.02% | 2,782 | 469 | 20.3% | $5.47万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $32.42万 | 0.02% | 2,090 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $32.29万 | 0.02% | 8,729 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $31.70万 | 0.02% | 6,908 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $31.56万 | 0.02% | 11,047 | 11,047 | — | $31.56万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $31.16万 | 0.02% | 1,028 | -7 | -0.7% | -$2,122 | 减仓 |
| MSA | MSA SAFETY INC | $30.48万 | 0.02% | 1,746 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $30.22万 | 0.02% | 781 | -221 | -22.1% | -$8.55万 | 减仓 |
| MOAT | VANECK ETF TRUST | $29.95万 | 0.02% | 2,881 | -1,818 | -38.7% | -$18.90万 | 减仓 |
| UL | UNILEVER PLC | $29.90万 | 0.02% | 4,973 | -888 | -15.2% | -$5.34万 | 减仓 |
| DEO | DIAGEO PLC | $29.69万 | 0.02% | 3,694 | -2,503 | -40.4% | -$20.12万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.69万 | 0.02% | 1,738 | 1,738 | — | $29.69万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.56万 | 0.02% | 1,389 | 25 | 1.8% | $5,321 | 加仓 |
| ITA | ISHARES TR | $29.48万 | 0.02% | 1,216 | -78 | -6.0% | -$1.89万 | 减仓 |
| MCK | MCKESSON CORP | $29.47万 | 0.02% | 390 | -77 | -16.5% | -$5.82万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $29.42万 | 0.02% | 477 | 477 | — | $29.42万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $29.22万 | 0.02% | 1,991 | 200 | 11.2% | $2.93万 | 加仓 |
| WSO | WATSCO INC | $29.09万 | 0.02% | 698 | -11 | -1.6% | -$4,584 | 减仓 |
| ALAB | ASTERA LABS INC | $29.08万 | 0.02% | 602 | 602 | — | $29.08万 | 新建仓 |
| GPC | GENUINE PARTS CO | $28.91万 | 0.02% | 2,450 | -310 | -11.2% | -$3.66万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.86万 | 0.02% | 769 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $28.57万 | 0.02% | 20,551 | -10,746 | -34.3% | -$14.94万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.43万 | 0.02% | 5,769 | -55 | -0.9% | -$2,710 | 减仓 |
| YUM | YUM BRANDS INC | $28.20万 | 0.02% | 1,764 | -500 | -22.1% | -$7.99万 | 减仓 |
| FTI | TECHNIPFMC PLC | $28.12万 | 0.02% | 4,242 | -51 | -1.2% | -$3,381 | 减仓 |
| SOXX | ISHARES TR | $28.09万 | 0.02% | 438 | 438 | — | $28.09万 | 新建仓 |
| IHI | ISHARES TR | $28.04万 | 0.02% | 5,675 | -51 | -0.9% | -$2,520 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $27.81万 | 0.02% | 9,684 | 9,684 | — | $27.81万 | 新建仓 |
| AYI | ACUITY INC | $27.68万 | 0.02% | 735 | -2 | -0.3% | -$753 | 减仓 |
| FORM | FORMFACTOR INC | $27.54万 | 0.02% | 1,722 | 1,722 | — | $27.54万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $27.41万 | 0.02% | 1,128 | 7 | 0.6% | $1,701 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $27.32万 | 0.02% | 15,411 | -1,997 | -11.5% | -$3.54万 | 减仓 |
| NTRS | NORTHERN TR CORP | $27.07万 | 0.02% | 1,557 | 9 | 0.6% | $1,565 | 加仓 |
| SRE | SEMPRA | $27.02万 | 0.02% | 2,915 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $27.01万 | 0.02% | 2,677 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $26.82万 | 0.02% | 2,507 | -300 | -10.7% | -$3.21万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $26.47万 | 0.02% | 4,233 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $26.38万 | 0.02% | 3,204 | 19 | 0.6% | $1,565 | 加仓 |
| FHI | FEDERATED HERMES INC | $26.31万 | 0.02% | 4,765 | 2 | 0.0% | $110 | 加仓 |
| REET | ISHARES TR | $25.95万 | 0.02% | 9,397 | 9,397 | — | $25.95万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $25.88万 | 0.02% | 937 | 937 | — | $25.88万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $25.77万 | 0.02% | 8,151 | -867 | -9.6% | -$2.74万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $25.30万 | 0.02% | 3,724 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $25.21万 | 0.02% | 1,541 | -77 | -4.8% | -$1.26万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $25.09万 | 0.02% | 3,289 | -550 | -14.3% | -$4.20万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $24.87万 | 0.02% | 3,550 | -84 | -2.3% | -$5,886 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.73万 | 0.02% | 2,009 | -442 | -18.0% | -$5.44万 | 减仓 |
| KVUE | KENVUE INC | $24.67万 | 0.02% | 12,912 | 12,912 | — | $24.67万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $24.57万 | 0.02% | 1,410 | -194 | -12.1% | -$3.38万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $24.56万 | 0.02% | 1,378 | 3 | 0.2% | $535 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $24.51万 | 0.02% | 4,161 | 4,161 | — | $24.51万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.47万 | 0.02% | 8,880 | -374 | -4.0% | -$1.03万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $24.40万 | 0.02% | 2,009 | -8 | -0.4% | -$972 | 减仓 |
| ENB | ENBRIDGE INC | $24.26万 | 0.02% | 4,475 | -154 | -3.3% | -$8,348 | 减仓 |