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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $24.19万 | 0.02% | 336 | 336 | — | $24.19万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $23.96万 | 0.01% | 3,157 | 3,157 | — | $23.96万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $23.92万 | 0.01% | 843 | -207 | -19.7% | -$5.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $23.42万 | 0.01% | 3,246 | -422 | -11.5% | -$3.05万 | 减仓 |
| IYW | ISHARES TR | $23.23万 | 0.01% | 921 | 921 | — | $23.23万 | 新建仓 |
| DHI | D R HORTON INC | $22.92万 | 0.01% | 1,407 | -60 | -4.1% | -$9,773 | 减仓 |
| CLS | CELESTICA INC | $22.62万 | 0.01% | 620 | 620 | — | $22.62万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $22.56万 | 0.01% | 2,150 | -1,000 | -31.7% | -$10.49万 | 重新持有 |
| ATR | APTARGROUP INC | $22.55万 | 0.01% | 1,801 | -3 | -0.2% | -$376 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $22.51万 | 0.01% | 4,026 | 4,026 | — | $22.51万 | 新建仓 |
| FTNT | FORTINET INC | $22.41万 | 0.01% | 1,459 | 1,459 | — | $22.41万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $21.93万 | 0.01% | 5,684 | -294 | -4.9% | -$1.13万 | 减仓 |
| SHLD | GLOBAL X FDS | $21.87万 | 0.01% | 3,662 | -3,045 | -45.4% | -$18.18万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $21.78万 | 0.01% | 4,197 | -100 | -2.3% | -$5,188 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.76万 | 0.01% | 876 | -166 | -15.9% | -$4.12万 | 减仓 |
| STM | STMICROELECTRONICS N V | $21.75万 | 0.01% | 2,905 | 2,905 | — | $21.75万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $21.50万 | 0.01% | 3,003 | -126 | -4.0% | -$9,022 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.42万 | 0.01% | 3,485 | 3,485 | — | $21.42万 | 新建仓 |
| FLEX | FLEX LTD | $21.39万 | 0.01% | 1,320 | 1,320 | — | $21.39万 | 新建仓 |
| IVE | ISHARES TR | $21.19万 | 0.01% | 933 | 933 | — | $21.19万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $21.12万 | 0.01% | 2,078 | 2,078 | — | $21.12万 | 新建仓 |
| IGE | ISHARES TR | $21.08万 | 0.01% | 3,752 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $21.07万 | 0.01% | 1,367 | 1,367 | — | $21.07万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $20.73万 | 0.01% | 919 | -2 | -0.2% | -$451 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $20.70万 | 0.01% | 2,679 | 2,679 | — | $20.70万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $20.65万 | 0.01% | 2,508 | 2,508 | — | $20.65万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $20.59万 | 0.01% | 4,630 | 4,630 | — | $20.59万 | 新建仓 |
| NUE | NUCOR CORP | $20.45万 | 0.01% | 918 | 918 | — | $20.45万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.17万 | 0.01% | 1,473 | -71 | -4.6% | -$9,723 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $19.88万 | 0.01% | 11,119 | -936 | -7.8% | -$1.67万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $19.80万 | 0.01% | 10,688 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $15.82万 | 0.01% | 12,478 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $14.49万 | 0.01% | 12,123 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $13.47万 | 0.01% | 16,000 | 0 | 0.0% | — | 不变 |
| — | PRAIRIE OPER CO | $12.47万 | 0.01% | 172,850 | 116,500 | 206.7% | $8.41万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $10.63万 | 0.01% | 10,400 | 0 | 0.0% | — | 不变 |
| PONY | PONY AI INC | $8.91万 | 0.01% | 12,822 | 12,822 | — | $8.91万 | 新建仓 |
| LPL | LG DISPLAY CO LTD | $7.31万 | 0.00% | 18,800 | 18,800 | — | $7.31万 | 新建仓 |
| STLA | STELLANTIS N.V | $6.69万 | 0.00% | 11,652 | -3,848 | -24.8% | -$2.21万 | 重新持有 |
| — | CALCIMEDICA INC | $1.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -6,722 | -100.0% | -$70.28万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -7,516 | -100.0% | -$42.46万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -2,364 | -100.0% | -$37.17万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -14,039 | -100.0% | -$36.33万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -715 | -100.0% | -$27.16万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,452 | -100.0% | -$26.07万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -601 | -100.0% | -$25.99万 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -300 | -100.0% | -$25.47万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -2,422 | -100.0% | -$23.83万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,650 | -100.0% | -$23.73万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,314 | -100.0% | -$22.79万 | 清仓 |
| SDIV | GLOBAL X FDS | $0 | 0.00% | 0 | -8,800 | -100.0% | -$22.23万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,416 | -100.0% | -$21.98万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,608 | -100.0% | -$21.88万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -1,741 | -100.0% | -$21.38万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -609 | -100.0% | -$21.03万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -2,286 | -100.0% | -$20.67万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,205 | -100.0% | -$20.37万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,501 | -100.0% | -$20.34万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -1,962 | -100.0% | -$20.33万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,183 | -100.0% | -$20.15万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -24,256 | -100.0% | -$4.88万 | 清仓 |