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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $24.32万 | 0.17% | 374 | -1,058 | -73.9% | -$68.81万 | 减仓 |
| AOS | SMITH A O CORP | $23.80万 | 0.16% | 3,610 | -2,392 | -39.9% | -$15.77万 | 减仓 |
| HD | HOME DEPOT INC | $23.75万 | 0.16% | 722 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $23.46万 | 0.16% | 5,901 | 5,901 | — | $23.46万 | 新建仓 |
| LOW | LOWES COS INC | $23.42万 | 0.16% | 991 | -1,689 | -63.0% | -$39.91万 | 减仓 |
| SYY | SYSCO CORP | $23.20万 | 0.16% | 3,253 | -5,018 | -60.7% | -$35.79万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $23.08万 | 0.16% | 3,248 | 3,248 | — | $23.08万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.81万 | 0.15% | 1,014 | 1,014 | — | $21.81万 | 新建仓 |
| GPC | GENUINE PARTS CO | $20.62万 | 0.14% | 1,950 | -2,202 | -53.0% | -$23.29万 | 减仓 |
| WMT | WALMART INC | $20.25万 | 0.14% | 1,629 | -1,466 | -47.4% | -$18.22万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.07万 | 0.14% | 691 | -1,584 | -69.6% | -$46.01万 | 减仓 |
| 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 |