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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $21.38万 | 0.01% | 1,741 | 1,741 | — | $21.38万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $21.37万 | 0.01% | 769 | -323 | -29.6% | -$8.98万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $21.17万 | 0.01% | 5,978 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.03万 | 0.01% | 609 | -90 | -12.9% | -$3.11万 | 重新持有 |
| VDC | VANGUARD WORLD FD | $20.69万 | 0.01% | 921 | -16 | -1.7% | -$3,594 | 重新持有 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $20.67万 | 0.01% | 2,286 | 15 | 0.7% | $1,356 | 加仓 |
| AYI | ACUITY INC | $20.65万 | 0.01% | 737 | 2 | 0.3% | $560 | 加仓 |
| SNOW | SNOWFLAKE INC | $20.41万 | 0.01% | 1,353 | 1,353 | — | $20.41万 | 新建仓 |
| CTAS | CINTAS CORP | $20.37万 | 0.01% | 1,205 | -7 | -0.6% | -$1,184 | 减仓 |
| CCI | CROWN CASTLE INC | $20.34万 | 0.01% | 2,501 | -194 | -7.2% | -$1.58万 | 减仓 |
| CLX | CLOROX CO DEL | $20.33万 | 0.01% | 1,962 | -66 | -3.3% | -$6,840 | 重新持有 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.21万 | 0.01% | 2,017 | -10 | -0.5% | -$1,002 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.15万 | 0.01% | 2,183 | -15 | -0.7% | -$1,385 | 减仓 |
| DHI | D R HORTON INC | $20.13万 | 0.01% | 1,467 | -175 | -10.7% | -$2.40万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $19.26万 | 0.01% | 10,688 | 10,688 | — | $19.26万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $15.20万 | 0.01% | 12,478 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $14.43万 | 0.01% | 12,123 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $11.44万 | 0.01% | 56,350 | 56,350 | — | $11.44万 | 新建仓 |
| BTZ | BLACKROCK CR ALLOCATION | $10.50万 | 0.01% | 10,400 | -570 | -5.2% | -$5,757 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $6.46万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $4.88万 | 0.00% | 24,256 | 24,256 | — | $4.88万 | 新建仓 |
| — | CALCIMEDICA INC | $5,400 | 0.00% | 10,000 | -10,100 | -50.2% | -$5,454 | 减仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -23,553 | -100.0% | -$433.04万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -105,000 | -100.0% | -$83.47万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -23,467 | -100.0% | -$35.20万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -7,436 | -100.0% | -$34.06万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -496 | -100.0% | -$25.90万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -5,118 | -100.0% | -$25.62万 | 清仓 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -3,700 | -100.0% | -$23.11万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,859 | -100.0% | -$22.20万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -379 | -100.0% | -$22.01万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,139 | -100.0% | -$21.13万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -1,539 | -100.0% | -$20.43万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -9,074 | -100.0% | -$20.22万 | 清仓 |
| IBDZ | ISHARES TR | $0 | 0.00% | 0 | -7,632 | -100.0% | -$20.13万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -1,483 | -100.0% | -$20.04万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | — | — | — | 申报中断 |