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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $25.74万 | 0.16% | 457 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $25.46万 | 0.16% | 722 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $24.99万 | 0.16% | 3,984 | 374 | 10.4% | $2.35万 | 加仓 |
| ALB | ALBEMARLE CORP | $24.47万 | 0.16% | 1,812 | 5 | 0.3% | $675 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $23.99万 | 0.15% | 1,014 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $23.98万 | 0.15% | 3,176 | -2,379 | -42.8% | -$17.96万 | 减仓 |
| LOW | LOWES COS INC | $23.77万 | 0.15% | 1,078 | 87 | 8.8% | $1.92万 | 加仓 |
| MDT | MEDTRONIC PLC | $23.70万 | 0.15% | 3,029 | 136 | 4.7% | $1.06万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $23.33万 | 0.15% | 800 | -365 | -31.3% | -$10.64万 | 减仓 |
| IEF | ISHARES TR | $23.26万 | 0.15% | 2,460 | -163,849 | -98.5% | -$1,549.52万 | 减仓 |
| PNR | PENTAIR PLC | $23.07万 | 0.15% | 3,010 | 123 | 4.3% | $9,429 | 加仓 |
| — | ISHARES TR | $22.48万 | 0.14% | 5,419 | 0 | 0.0% | — | 重新持有 |
| HRL | HORMEL FOODS CORP | $22.34万 | 0.14% | 9,000 | 9,000 | — | $22.34万 | 新建仓 |
| ABBV | ABBVIE INC | $22.24万 | 0.14% | 884 | -271 | -23.5% | -$6.82万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $21.72万 | 0.14% | 295 | 295 | — | $21.72万 | 新建仓 |
| KLAC | KLA CORP | $21.66万 | 0.14% | 718 | 718 | — | $21.66万 | 新建仓 |
| ACWX | ISHARES TR | $21.48万 | 0.14% | 2,822 | 2,822 | — | $21.48万 | 新建仓 |
| SJM | SMUCKER J M CO | $21.22万 | 0.13% | 1,886 | -788 | -29.5% | -$8.87万 | 减仓 |
| GE | GE AEROSPACE | $21.19万 | 0.13% | 567 | 567 | — | $21.19万 | 新建仓 |
| MS | MORGAN STANLEY | $21.03万 | 0.13% | 1,006 | 1,006 | — | $21.03万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.27万 | 0.13% | 169 | 169 | — | $20.27万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -10,521 | -100.0% | -$89.07万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -727 | -100.0% | -$30.92万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,597 | -100.0% | -$26.66万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,492 | -100.0% | -$25.24万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -5,901 | -100.0% | -$23.46万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,629 | -100.0% | -$20.25万 | 清仓 |