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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $6,973.18万 | 4.74% | 274,762 | -4,978 | -1.8% | -$126.34万 | 减仓 |
| IBDS | ISHARES TR | $4,966.71万 | 3.38% | 2,048,974 | 66,283 | 3.3% | $160.67万 | 加仓 |
| IBDR | ISHARES TR | $4,802.57万 | 3.27% | 1,981,257 | -32,045 | -1.6% | -$77.68万 | 减仓 |
| IBDU | ISHARES TR | $4,108.53万 | 2.79% | 1,766,350 | 152,902 | 9.5% | $355.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,975.67万 | 2.70% | 227,962 | -299 | -0.1% | -$5.21万 | 减仓 |
| IBDT | ISHARES TR | $3,958.00万 | 2.69% | 1,562,572 | 116,564 | 8.1% | $295.26万 | 加仓 |
| IBDV | ISHARES TR | $3,822.75万 | 2.60% | 1,746,344 | 267,629 | 18.1% | $585.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,481.33万 | 2.37% | 94,047 | 1,301 | 1.4% | $48.16万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,982.31万 | 2.03% | 883,125 | -11,593 | -1.3% | -$39.15万 | 减仓 |
| IBDW | ISHARES TR | $2,475.69万 | 1.68% | 1,182,844 | 63,630 | 5.7% | $133.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,352.98万 | 1.60% | 917,699 | -40,332 | -4.2% | -$103.41万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,317.25万 | 1.58% | 38,779 | -160 | -0.4% | -$9.56万 | 减仓 |
| IBDX | ISHARES TR | $2,288.60万 | 1.56% | 905,660 | 49,573 | 5.8% | $125.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,257.48万 | 1.54% | 70,368 | -5,537 | -7.3% | -$177.63万 | 减仓 |
| LLY | ELI LILLY & CO | $2,059.69万 | 1.40% | 22,393 | -296 | -1.3% | -$27.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,901.49万 | 1.29% | 64,641 | -608 | -0.9% | -$17.89万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,879.38万 | 1.28% | 87,389 | -474 | -0.5% | -$10.19万 | 减仓 |
| AMZN | AMAZON COM INC | $1,850.84万 | 1.26% | 88,867 | 178 | 0.2% | $3.71万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,752.01万 | 1.19% | 25,111 | -325 | -1.3% | -$22.68万 | 减仓 |
| AVGO | BROADCOM INC | $1,700.19万 | 1.16% | 54,932 | -552 | -1.0% | -$17.08万 | 减仓 |
| GOOG | ALPHABET INC | $1,665.21万 | 1.13% | 58,050 | -1,304 | -2.2% | -$37.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,665.00万 | 1.13% | 68,115 | -820 | -1.2% | -$20.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,632.14万 | 1.11% | 28,278 | -102 | -0.4% | -$5.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,597.17万 | 1.09% | 520,591 | -28,775 | -5.2% | -$88.28万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,483.60万 | 1.01% | 244,617 | -15,952 | -6.1% | -$96.75万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,463.00万 | 1.00% | 194,574 | -2,581 | -1.3% | -$19.41万 | 减仓 |
| GOOGL | ALPHABET INC | $1,413.00万 | 0.96% | 49,138 | -365 | -0.7% | -$10.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,310.65万 | 0.89% | 20,153 | -79 | -0.4% | -$5.14万 | 减仓 |
| TSLA | TESLA INC | $1,295.59万 | 0.88% | 34,851 | -314 | -0.9% | -$11.67万 | 减仓 |
| WMT | WALMART INC | $1,191.65万 | 0.81% | 95,884 | -3,597 | -3.6% | -$44.70万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,179.84万 | 0.80% | 88,777 | -814 | -0.9% | -$10.82万 | 减仓 |
| HD | HOME DEPOT INC | $1,160.25万 | 0.79% | 35,278 | 265 | 0.8% | $8.72万 | 加仓 |
| ABBV | ABBVIE INC | $1,154.42万 | 0.79% | 53,079 | 290 | 0.5% | $6.31万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,146.43万 | 0.78% | 24,751 | -227 | -0.9% | -$10.51万 | 减仓 |
| — | EXXON MOBIL CORP | $1,137.13万 | 0.77% | 67,024 | -893 | -1.3% | -$15.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,133.99万 | 0.77% | 78,510 | -1,770 | -2.2% | -$25.57万 | 减仓 |
| IBTG | ISHARES TR | $1,127.12万 | 0.77% | 491,869 | -2,574 | -0.5% | -$5.90万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,094.49万 | 0.74% | 330,562 | 128,602 | 63.7% | $425.80万 | 加仓 |
| AMGN | AMGEN INC | $1,023.49万 | 0.70% | 29,089 | -126 | -0.4% | -$4.43万 | 减仓 |
| DGRO | ISHARES TR | $987.64万 | 0.67% | 140,729 | -5,782 | -3.9% | -$40.58万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $914.93万 | 0.62% | 241,788 | -1,324 | -0.5% | -$5.01万 | 减仓 |
| IWF | ISHARES TR | $905.43万 | 0.62% | 21,234 | 6 | 0.0% | $2,558 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $902.53万 | 0.61% | 18,834 | -43 | -0.2% | -$2.06万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $898.99万 | 0.61% | 60,702 | -818 | -1.3% | -$12.11万 | 减仓 |
| SO | SOUTHERN CO | $865.13万 | 0.59% | 89,632 | -154 | -0.2% | -$1.49万 | 减仓 |
| CATH | GLOBAL X FDS | $858.83万 | 0.58% | 109,895 | -4,484 | -3.9% | -$35.04万 | 减仓 |
| RTX | RTX CORPORATION | $845.77万 | 0.58% | 43,845 | -769 | -1.7% | -$14.83万 | 减仓 |
| KO | COCA COLA CO | $800.03万 | 0.54% | 105,198 | -6,898 | -6.2% | -$52.46万 | 减仓 |
| MRK | MERCK & CO INC | $776.06万 | 0.53% | 64,516 | 235 | 0.4% | $2.83万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $770.35万 | 0.52% | 311,252 | 7,823 | 2.6% | $19.36万 | 加仓 |
| GLD | SPDR GOLD TR | $763.12万 | 0.52% | 17,735 | 1,297 | 7.9% | $55.81万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $752.91万 | 0.51% | 31,062 | -204 | -0.7% | -$4.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $737.74万 | 0.50% | 35,657 | 1,791 | 5.3% | $37.06万 | 加仓 |
| META | META PLATFORMS INC | $721.94万 | 0.49% | 12,619 | 52 | 0.4% | $2.97万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $705.44万 | 0.48% | 153,725 | -1,932 | -1.2% | -$8.87万 | 减仓 |
| CAT | CATERPILLAR INC | $700.10万 | 0.48% | 9,882 | -141 | -1.4% | -$9.99万 | 减仓 |
| MCD | MCDONALDS CORP | $687.47万 | 0.47% | 22,120 | -338 | -1.5% | -$10.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $670.23万 | 0.46% | 40,536 | 305 | 0.8% | $5.04万 | 加仓 |
| AFL | AFLAC INC | $653.72万 | 0.44% | 59,586 | -295 | -0.5% | -$3.24万 | 减仓 |
| PEP | PEPSICO INC | $650.81万 | 0.44% | 41,910 | -68 | -0.2% | -$1.06万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $629.34万 | 0.43% | 85,461 | 21 | 0.0% | $1,546 | 加仓 |
| V | VISA INC | $628.35万 | 0.43% | 20,790 | -810 | -3.8% | -$24.48万 | 减仓 |
| IBMO | ISHARES TR | $583.45万 | 0.40% | 227,642 | 12,106 | 5.6% | $31.03万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $581.17万 | 0.40% | 70,892 | -161 | -0.2% | -$1.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $580.75万 | 0.40% | 5,828 | 64 | 1.1% | $6.38万 | 加仓 |
| IWR | ISHARES TR | $552.29万 | 0.38% | 56,802 | -832 | -1.4% | -$8.09万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $533.37万 | 0.36% | 27,185 | -365 | -1.3% | -$7.16万 | 减仓 |
| IWB | ISHARES TR | $529.62万 | 0.36% | 14,853 | -48 | -0.3% | -$1.71万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $523.74万 | 0.36% | 112,729 | 395 | 0.4% | $1.84万 | 加仓 |
| EMR | EMERSON ELEC CO | $516.27万 | 0.35% | 39,404 | -204 | -0.5% | -$2.67万 | 减仓 |
| IBMP | ISHARES TR | $503.67万 | 0.34% | 197,983 | 14,929 | 8.2% | $37.98万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $458.63万 | 0.31% | 31,282 | -1,305 | -4.0% | -$19.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $455.75万 | 0.31% | 69,064 | 242 | 0.4% | $1.60万 | 加仓 |
| AGG | ISHARES TR | $455.12万 | 0.31% | 45,847 | 1,408 | 3.2% | $13.98万 | 加仓 |
| IEFA | ISHARES TR | $455.01万 | 0.31% | 50,261 | 1,417 | 2.9% | $12.83万 | 加仓 |
| AZN | ASTRAZENECA PLC | $451.04万 | 0.31% | 22,870 | 22,870 | — | $451.04万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $443.11万 | 0.30% | 11,311 | -808 | -6.7% | -$31.65万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $438.43万 | 0.30% | 12,774 | -385 | -2.9% | -$13.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $430.73万 | 0.29% | 20,159 | 337 | 1.7% | $7.20万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $426.40万 | 0.29% | 127,171 | 1,127 | 0.9% | $3.78万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $422.60万 | 0.29% | 45,499 | -1,021 | -2.2% | -$9.48万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $419.30万 | 0.29% | 37,048 | 508 | 1.4% | $5.75万 | 加仓 |
| IBMQ | ISHARES TR | $410.84万 | 0.28% | 160,924 | 14,946 | 10.2% | $38.16万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $402.50万 | 0.27% | 28,880 | -752 | -2.5% | -$10.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $396.19万 | 0.27% | 20,408 | -1 | -0.0% | -$194 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $394.71万 | 0.27% | 13,049 | -101 | -0.8% | -$3.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $388.49万 | 0.26% | 8,894 | -128 | -1.4% | -$5.59万 | 减仓 |
| TJX | TJX COS INC NEW | $383.22万 | 0.26% | 23,996 | 51 | 0.2% | $8,145 | 加仓 |
| VHT | VANGUARD WORLD FD | $361.99万 | 0.25% | 13,292 | -318 | -2.3% | -$8.66万 | 减仓 |
| IWM | ISHARES TR | $359.40万 | 0.24% | 14,492 | -93 | -0.6% | -$2.31万 | 减仓 |
| CSCO | CISCO SYS INC | $354.08万 | 0.24% | 45,635 | -1,956 | -4.1% | -$15.18万 | 减仓 |
| WMB | WILLIAMS COS INC | $353.78万 | 0.24% | 48,609 | -662 | -1.3% | -$4.82万 | 减仓 |
| PGR | PROGRESSIVE CORP | $353.04万 | 0.24% | 17,809 | 930 | 5.5% | $18.44万 | 加仓 |
| BAC | BANK AMERICA CORP | $342.14万 | 0.23% | 70,182 | -93 | -0.1% | -$4,534 | 减仓 |
| ORCL | ORACLE CORP | $341.78万 | 0.23% | 23,233 | -596 | -2.5% | -$8.77万 | 减仓 |
| SLV | ISHARES SILVER TR | $338.74万 | 0.23% | 49,713 | -4,692 | -8.6% | -$31.97万 | 减仓 |
| SYK | STRYKER CORPORATION | $324.42万 | 0.22% | 9,873 | 70 | 0.7% | $2.30万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $322.84万 | 0.22% | 36,496 | 375 | 1.0% | $3.32万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $317.15万 | 0.22% | 17,599 | 48 | 0.3% | $8,650 | 加仓 |
| WELL | WELLTOWER INC | $315.67万 | 0.21% | 15,966 | -224 | -1.4% | -$4.43万 | 减仓 |