Sound Financial Strategies Group, LLC
MADISON MS · SEC CIK 0001800620
$1.57亿2026Q2 申报市值
121持仓数
47.3%前十大占比 · 第一大 10.1%
13 / 6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
CAMBRIA ETF TR 新建仓+$1,523.13万
SPYM 新建仓+$90.33万
COPX 新建仓+$44.90万
MU 新建仓+$40.63万
PPG 新建仓+$29.73万
2026Q2 卖出最多 按季末市值估算
IEF 减仓-$1,549.52万
SGOV 减仓-$95.36万
GSEW 清仓-$89.07万
BIL 减仓-$65.11万
SPGI 清仓-$30.92万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $133.34万 | 0.85% | 17,593 | 247 | 1.4% | $1.87万 | 加仓 |
| EFV | ISHARES TR | $134.87万 | 0.86% | 17,619 | 145 | 0.8% | $1.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $142.77万 | 0.91% | 4,710 | 56 | 1.2% | $1.70万 | 加仓 |
| IJR | ISHARES TR | $147.09万 | 0.93% | 9,918 | 68 | 0.7% | $1.01万 | 加仓 |
| TPHD | TIMOTHY PLAN | $150.93万 | 0.96% | 35,697 | 628 | 1.8% | $2.66万 | 加仓 |
| ELCV | STRATEGY SHS | $168.70万 | 1.07% | 51,323 | 414 | 0.8% | $1.36万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $224.74万 | 1.43% | 62,393 | 1,020 | 1.7% | $3.67万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $254.20万 | 1.61% | 12,551 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $269.44万 | 1.71% | 21,081 | 3 | 0.0% | $383 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $270.13万 | 1.72% | 104,137 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $294.25万 | 1.87% | 18,437 | -148 | -0.8% | -$2.36万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $310.77万 | 1.97% | 101,525 | -10 | -0.0% | -$306 | 减仓 |
| — | KRANESHARES TRUST | $311.05万 | 1.97% | 113,028 | -12 | -0.0% | -$330 | 减仓 |
| — | KRANESHARES TRUST | $325.12万 | 2.06% | 110,977 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $337.87万 | 2.15% | 100,735 | 0 | 0.0% | — | 不变 |
| TPSC | TIMOTHY PLAN | $355.72万 | 2.26% | 74,136 | 1,242 | 1.7% | $5.96万 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $392.13万 | 2.49% | 78,430 | 779 | 1.0% | $3.89万 | 加仓 |
| TPLC | TIMOTHY PLAN | $394.72万 | 2.51% | 78,396 | 1,469 | 1.9% | $7.40万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $413.57万 | 2.63% | 14,456 | 214 | 1.5% | $6.12万 | 加仓 |
| SGOV | ISHARES TR | $458.49万 | 2.91% | 45,544 | -9,473 | -17.2% | -$95.36万 | 减仓 |
| QUAL | ISHARES TR | $530.34万 | 3.37% | 24,169 | 138 | 0.6% | $3.03万 | 加仓 |
| MTUM | ISHARES TR | $574.93万 | 3.65% | 16,770 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $638.85万 | 4.06% | 89,663 | 211 | 0.2% | $1.50万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $651.75万 | 4.14% | 170,928 | 1,854 | 1.1% | $7.07万 | 加仓 |
| TPIF | TIMOTHY PLAN | $668.89万 | 4.25% | 179,280 | 2,002 | 1.1% | $7.47万 | 加仓 |
| — | CAMBRIA ETF TR | $1,523.13万 | 9.67% | 584,134 | 584,134 | — | $1,523.13万 | 新建仓 |
| AGG | ISHARES TR | $1,588.65万 | 10.09% | 160,502 | -302 | -0.2% | -$2.99万 | 减仓 |