Sound Financial Strategies Group, LLC
MADISON MS · SEC CIK 0001800620
$1.47亿2026Q1 申报市值
111持仓数
48.9%前十大占比 · 第一大 10.9%
15 / 12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
VEA 新建仓+$573.21万
WWJD 加仓+$256.31万
TPIF 加仓+$251.30万
AGG 加仓+$227.15万
IEF 加仓+$219.40万
2026Q1 卖出最多 按季末市值估算
VWO 清仓-$485.84万
CAT 减仓-$74.60万
EXXON MOBIL CORP 减仓-$72.78万
VSS 清仓-$71.64万
RQI 减仓-$71.25万
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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $121.90万 | 0.83% | 4,654 | 747 | 19.1% | $19.57万 | 加仓 |
| IJR | ISHARES TR | $122.45万 | 0.84% | 9,850 | 1,429 | 17.0% | $17.76万 | 加仓 |
| EFV | ISHARES TR | $129.92万 | 0.89% | 17,474 | 5,596 | 47.1% | $41.61万 | 加仓 |
| TPHD | TIMOTHY PLAN | $145.05万 | 0.99% | 35,069 | 5,860 | 20.1% | $24.24万 | 加仓 |
| ELCV | STRATEGY SHS | $147.64万 | 1.01% | 50,909 | 8,190 | 19.2% | $23.75万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $203.57万 | 1.39% | 61,373 | 61,373 | — | $203.57万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $231.20万 | 1.58% | 21,078 | -2,161 | -9.3% | -$23.70万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $232.31万 | 1.59% | 12,551 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $235.98万 | 1.61% | 18,585 | -373 | -2.0% | -$4.74万 | 减仓 |
| — | KRANESHARES TRUST | $304.30万 | 2.08% | 110,977 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $306.13万 | 2.09% | 101,535 | 25,693 | 33.9% | $77.46万 | 加仓 |
| TPSC | TIMOTHY PLAN | $309.40万 | 2.11% | 72,894 | 30,397 | 71.5% | $129.02万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $310.37万 | 2.12% | 77,651 | 31,727 | 69.1% | $126.81万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $314.70万 | 2.15% | 104,137 | 29,435 | 39.4% | $88.95万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $317.32万 | 2.17% | 100,735 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $318.77万 | 2.18% | 113,040 | 33,678 | 42.4% | $94.97万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $356.84万 | 2.44% | 14,242 | 2,465 | 20.9% | $61.76万 | 加仓 |
| TPLC | TIMOTHY PLAN | $357.25万 | 2.44% | 76,927 | 14,723 | 23.7% | $68.37万 | 加仓 |
| MTUM | ISHARES TR | $402.46万 | 2.75% | 16,770 | 88 | 0.5% | $2.11万 | 加仓 |
| QUAL | ISHARES TR | $460.94万 | 3.15% | 24,031 | 4,154 | 20.9% | $79.68万 | 加仓 |
| SGOV | ISHARES TR | $553.80万 | 3.78% | 55,017 | 552 | 1.0% | $5.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $573.21万 | 3.91% | 89,452 | 89,452 | — | $573.21万 | 新建仓 |
| WWJD | NORTHERN LTS FD TR IV | $632.17万 | 4.31% | 169,074 | 68,550 | 68.2% | $256.31万 | 加仓 |
| TPIF | TIMOTHY PLAN | $638.91万 | 4.36% | 177,278 | 69,729 | 64.8% | $251.30万 | 加仓 |
| IEF | ISHARES TR | $1,587.25万 | 10.83% | 166,309 | 22,988 | 16.0% | $219.40万 | 加仓 |
| AGG | ISHARES TR | $1,596.30万 | 10.89% | 160,804 | 22,882 | 16.6% | $227.15万 | 加仓 |