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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -90,372 | -100.0% | -$485.84万 | 清仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,998 | -100.0% | -$71.64万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -2,090 | -100.0% | -$53.76万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,156 | -100.0% | -$51.46万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -4,919 | -100.0% | -$49.63万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -6,089 | -100.0% | -$48.53万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -946 | -100.0% | -$46.15万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -4,980 | -100.0% | -$41.76万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -4,202 | -100.0% | -$29.38万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -1,027 | -100.0% | -$21.10万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -611 | -100.0% | -$2.21万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -7 | -100.0% | -$1,954 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.07万 | 0.14% | 691 | -1,584 | -69.6% | -$46.01万 | 减仓 |
| WMT | WALMART INC | $20.25万 | 0.14% | 1,629 | -1,466 | -47.4% | -$18.22万 | 重新持有 |
| GPC | GENUINE PARTS CO | $20.62万 | 0.14% | 1,950 | -2,202 | -53.0% | -$23.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.81万 | 0.15% | 1,014 | 1,014 | — | $21.81万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.08万 | 0.16% | 3,248 | 3,248 | — | $23.08万 | 新建仓 |
| SYY | SYSCO CORP | $23.20万 | 0.16% | 3,253 | -5,018 | -60.7% | -$35.79万 | 减仓 |
| LOW | LOWES COS INC | $23.42万 | 0.16% | 991 | -1,689 | -63.0% | -$39.91万 | 减仓 |
| AMCR | AMCOR PLC | $23.46万 | 0.16% | 5,901 | 5,901 | — | $23.46万 | 新建仓 |
| HD | HOME DEPOT INC | $23.75万 | 0.16% | 722 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $23.80万 | 0.16% | 3,610 | -2,392 | -39.9% | -$15.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.32万 | 0.17% | 374 | -1,058 | -73.9% | -$68.81万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $25.00万 | 0.17% | 780 | -1,029 | -56.9% | -$32.98万 | 减仓 |
| MDT | MEDTRONIC PLC | $25.07万 | 0.17% | 2,893 | -4,316 | -59.9% | -$37.40万 | 减仓 |
| PNR | PENTAIR PLC | $25.15万 | 0.17% | 2,887 | -3,277 | -53.2% | -$28.55万 | 减仓 |
| CTAS | CINTAS CORP | $25.24万 | 0.17% | 1,492 | -1,426 | -48.9% | -$24.12万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.27万 | 0.17% | 971 | -1,544 | -61.4% | -$40.19万 | 减仓 |
| ECL | ECOLAB INC | $25.40万 | 0.17% | 955 | -1,433 | -60.0% | -$38.12万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $25.53万 | 0.17% | 10,808 | -15,612 | -59.1% | -$36.88万 | 减仓 |
| SJM | SMUCKER J M CO | $25.79万 | 0.18% | 2,674 | -2,680 | -50.1% | -$25.85万 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.86万 | 0.18% | 813 | 813 | — | $25.86万 | 新建仓 |
| META | META PLATFORMS INC | $26.15万 | 0.18% | 457 | 170 | 59.2% | $9.73万 | 重新持有 |
| SO | SOUTHERN CO | $26.26万 | 0.18% | 2,721 | 2,721 | — | $26.26万 | 新建仓 |
| NDSN | NORDSON CORP | $26.39万 | 0.18% | 992 | -1,754 | -63.9% | -$46.67万 | 减仓 |
| NUE | NUCOR CORP | $26.58万 | 0.18% | 1,572 | -2,622 | -62.5% | -$44.34万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $26.66万 | 0.18% | 2,597 | -3,133 | -54.7% | -$32.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.91万 | 0.18% | 1,110 | -1,530 | -58.0% | -$37.09万 | 减仓 |
| DOV | DOVER CORP | $26.93万 | 0.18% | 1,292 | -1,449 | -52.9% | -$30.20万 | 减仓 |
| AFL | AFLAC INC | $27.45万 | 0.19% | 2,502 | -3,585 | -58.9% | -$39.34万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $27.90万 | 0.19% | 1,773 | -2,491 | -58.4% | -$39.20万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $27.99万 | 0.19% | 3,105 | -2,542 | -45.0% | -$22.91万 | 减仓 |
| ES | EVERSOURCE ENERGY | $28.18万 | 0.19% | 4,067 | -5,833 | -58.9% | -$40.41万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $28.19万 | 0.19% | 1,165 | -1,120 | -49.0% | -$27.10万 | 减仓 |
| CB | CHUBB LTD SWITZ | $28.68万 | 0.20% | 880 | -1,339 | -60.3% | -$43.64万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $28.71万 | 0.20% | 2,703 | -4,088 | -60.2% | -$43.42万 | 减仓 |
| AVGO | BROADCOM INC | $28.88万 | 0.20% | 933 | 82 | 9.6% | $2.54万 | 加仓 |
| GWW | WW GRAINGER INC | $28.91万 | 0.20% | 265 | -364 | -57.9% | -$39.71万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $28.97万 | 0.20% | 844 | -1,154 | -57.8% | -$39.61万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $29.37万 | 0.20% | 2,595 | -3,801 | -59.4% | -$43.02万 | 减仓 |
| FAST | FASTENAL CO | $29.59万 | 0.20% | 6,378 | -8,467 | -57.0% | -$39.29万 | 减仓 |
| TSLA | TESLA INC | $30.30万 | 0.21% | 815 | 815 | — | $30.30万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $30.44万 | 0.21% | 2,125 | -2,989 | -58.4% | -$42.81万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $30.46万 | 0.21% | 1,649 | -2,466 | -59.9% | -$45.55万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $30.65万 | 0.21% | 4,217 | -5,577 | -56.9% | -$40.54万 | 减仓 |
| SPGI | S&P GLOBAL INC | $30.92万 | 0.21% | 727 | -501 | -40.8% | -$21.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $31.74万 | 0.22% | 1,079 | 1,079 | — | $31.74万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $31.78万 | 0.22% | 1,300 | -191 | -12.8% | -$4.67万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $31.85万 | 0.22% | 1,918 | -2,748 | -58.9% | -$45.64万 | 减仓 |
| ALB | ALBEMARLE CORP | $32.44万 | 0.22% | 1,807 | -3,314 | -64.7% | -$59.50万 | 减仓 |
| AMZN | AMAZON COM INC | $34.28万 | 0.23% | 1,646 | 121 | 7.9% | $2.52万 | 加仓 |
| EMR | EMERSON ELEC CO | $34.63万 | 0.24% | 2,643 | -2,150 | -44.9% | -$28.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.51万 | 0.24% | 741 | 741 | — | $35.51万 | 新建仓 |
| PEP | PEPSICO INC | $37.60万 | 0.26% | 2,421 | -1,541 | -38.9% | -$23.93万 | 减仓 |
| GLD | SPDR GOLD TR | $38.04万 | 0.26% | 884 | -536 | -37.7% | -$23.06万 | 减仓 |
| MCD | MCDONALDS CORP | $38.51万 | 0.26% | 1,239 | -1,261 | -50.4% | -$39.19万 | 减仓 |
| CAT | CATERPILLAR INC | $38.75万 | 0.26% | 547 | -1,053 | -65.8% | -$74.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $40.63万 | 0.28% | 4,374 | -4,453 | -50.4% | -$41.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $41.76万 | 0.28% | 2,891 | -1,126 | -28.0% | -$16.26万 | 减仓 |
| GOOG | ALPHABET INC | $42.77万 | 0.29% | 1,491 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $45.87万 | 0.31% | 2,743 | 2,743 | — | $45.87万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $46.89万 | 0.32% | 10,550 | -7,458 | -41.4% | -$33.15万 | 减仓 |
| — | EXXON MOBIL CORP | $47.42万 | 0.32% | 2,795 | -4,290 | -60.6% | -$72.78万 | 减仓 |
| XME | SPDR SERIES TRUST | $47.97万 | 0.33% | 4,441 | 4,441 | — | $47.97万 | 新建仓 |
| DTCR | GLOBAL X FDS | $48.85万 | 0.33% | 20,390 | -23,705 | -53.8% | -$56.80万 | 减仓 |
| IAU | ISHARES GOLD TR | $48.97万 | 0.33% | 5,555 | 5,555 | — | $48.97万 | 新建仓 |
| — | PACER FDS TR | $49.34万 | 0.34% | 13,429 | -8,927 | -39.9% | -$32.80万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $49.93万 | 0.34% | 41,436 | -59,128 | -58.8% | -$71.25万 | 减仓 |
| AIQ | GLOBAL X FDS | $51.16万 | 0.35% | 10,962 | 10,522 | 2,391.4% | $49.11万 | 加仓 |
| LIN | LINDE PLC | $51.46万 | 0.35% | 1,038 | -656 | -38.7% | -$32.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $53.27万 | 0.36% | 1,439 | 498 | 52.9% | $18.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $55.43万 | 0.38% | 2,679 | -2,794 | -51.1% | -$57.81万 | 减仓 |
| BILS | SPDR SERIES TRUST | $64.25万 | 0.44% | 6,461 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $83.21万 | 0.57% | 15,807 | -10,166 | -39.1% | -$53.51万 | 减仓 |
| EFG | ISHARES TR | $86.46万 | 0.59% | 7,763 | 2,889 | 59.3% | $32.17万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $89.07万 | 0.61% | 10,521 | 10,521 | — | $89.07万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $92.66万 | 0.63% | 24,117 | 4,778 | 24.7% | $18.36万 | 加仓 |
| URA | GLOBAL X FDS | $96.18万 | 0.66% | 19,860 | 19,856 | 496,400.0% | $96.16万 | 加仓 |
| XAR | SPDR SERIES TRUST | $97.93万 | 0.67% | 3,856 | 3,856 | — | $97.93万 | 新建仓 |
| AAPL | APPLE INC | $98.27万 | 0.67% | 3,872 | 1,101 | 39.7% | $27.94万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $99.08万 | 0.68% | 6,057 | -2,839 | -31.9% | -$46.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $101.41万 | 0.69% | 5,815 | 1,254 | 27.5% | $21.87万 | 加仓 |
| IFRA | ISHARES TR | $101.43万 | 0.69% | 17,732 | -7,179 | -28.8% | -$41.06万 | 减仓 |
| BIL | SPDR SERIES TRUST | $113.49万 | 0.77% | 12,384 | 11 | 0.1% | $1,008 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $114.77万 | 0.78% | 24,465 | 9,929 | 68.3% | $46.58万 | 加仓 |
| NOBL | PROSHARES TR | $118.57万 | 0.81% | 11,185 | -2,052 | -15.5% | -$21.75万 | 减仓 |
| DGRO | ISHARES TR | $121.73万 | 0.83% | 17,346 | -3,010 | -14.8% | -$21.12万 | 减仓 |