13F 机构持仓

Soundwatch Capital LLC

DALLAS TX · SEC CIK 0001803253

2026Q22026Q1 更早 9 个季度 🔒
$9.01亿2026Q2 申报市值
53持仓数
96.8%前十大占比 · 第一大 43.6%
4 / 0新建仓 / 清仓
申报市值走势$9.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 43.6%
SPY 43.2%
ESGV 2.7%
AAPL 1.9%
VOO 1.6%
QQQ 1.2%
VV 1.0%
AAUS 0.6%
AAEQ 0.5%
SHDG 0.5%

2026Q2 买入最多 按季末市值估算

ESGV 加仓+$1,882.17万
QQQ 加仓+$536.92万
INTC 新建仓+$44.68万
LMT 新建仓+$33.17万
VPLS 新建仓+$25.80万

2026Q2 卖出最多 按季末市值估算

SPY 减仓-$1,716.15万
IVV 减仓-$1,479.43万
NVDA 减仓-$220.92万
VOO 减仓-$70.12万
IWB 减仓-$36.77万

2026Q2 持仓明细 点表头排序

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
IVV ISHARES TR $3.92亿43.56%524,081 -19,755-3.6% -$1,479.43万 减仓
SPY STATE STR SPDR S&P 500 ETF T $3.89亿43.19%521,090 -22,981-4.2% -$1,716.15万 减仓
ESGV VANGUARD WORLD FD $2,399.20万2.66%181,428 142,330364.0% $1,882.17万 加仓
AAPL APPLE INC $1,732.34万1.92%59,868 -549-0.9% -$15.89万 减仓
VOO VANGUARD INDEX FDS $1,477.04万1.64%21,506 -1,021-4.5% -$70.12万 减仓
QQQ INVESCO QQQ TR $1,108.82万1.23%15,057 7,29193.9% $536.92万 加仓
VV VANGUARD INDEX FDS $862.11万0.96%25,068 -107-0.4% -$3.68万 减仓
AAUS EA SERIES TRUST $571.64万0.63%95,682 -4,205-4.2% -$25.12万 减仓
AAEQ EA SERIES TRUST $443.11万0.49%83,311 00.0% — 不变
SHDG ADVISOR MANAGED PORTFOLIOS $432.82万0.48%132,428 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $294.03万0.33%13,819 00.0% — 不变
NVDA NVIDIA CORPORATION $241.35万0.27%12,062 -11,041-47.8% -$220.92万 减仓
MOAT VANECK ETF TRUST $139.56万0.15%13,424 820.6% $8,525 加仓
GS GOLDMAN SACHS GROUP INC $126.42万0.14%1,250 00.0% — 不变
AMAT APPLIED MATLS INC $123.13万0.14%1,703 -10-0.6% -$7,230 减仓
SCHD SCHWAB STRATEGIC TR $117.73万0.13%37,128 6,41920.9% $20.35万 加仓
QUAL ISHARES TR $117.33万0.13%5,347 -54-1.0% -$1.18万 减仓
ITOT ISHARES TR $108.48万0.12%6,604 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $101.67万0.11%18,000 1,3177.9% $7.44万 加仓
VGT VANGUARD WORLD FD $99.25万0.11%8,304 1,89629.6% $22.66万 加仓
DIA STATE STR SPDR DOW JONES IND $96.64万0.11%1,850 00.0% — 不变
OEF ISHARES TR $93.66万0.10%2,560 00.0% — 不变
IWB ISHARES TR $93.57万0.10%2,285 -898-28.2% -$36.77万 减仓
MSFT MICROSOFT CORP $83.11万0.09%2,228 -85-3.7% -$3.17万 减仓
SCHG SCHWAB STRATEGIC TR $78.87万0.09%23,306 -2,036-8.0% -$6.89万 减仓
HELO J P MORGAN EXCHANGE TRADED F $71.11万0.08%10,522 1,48116.4% $10.01万 加仓
UNH UNITEDHEALTH GROUP INC $66.87万0.07%1,609 -17-1.0% -$7,066 减仓
AMZN AMAZON COM INC $53.39万0.06%2,240 -360-13.8% -$8.58万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $51.65万0.06%8,404 -840-9.1% -$5.16万 减仓
CSM PROSHARES TR $51.06万0.06%5,992 1963.4% $1.67万 加仓
TXN TEXAS INSTRS INC $48.29万0.05%1,620 00.0% — 不变
INTC INTEL CORP $44.68万0.05%3,200 3,200— $44.68万 新建仓
DGRO ISHARES TR $43.90万0.05%5,792 -1,379-19.2% -$10.45万 减仓
GPIX GOLDMAN SACHS ETF TR $41.17万0.05%7,408 5478.0% $3.04万 加仓
SMH VANECK ETF TRUST $40.51万0.04%618 -258-29.5% -$16.91万 重新持有
PRF INVESCO EXCHANGE TRADED FD T $38.82万0.04%7,185 3304.8% $1.78万 加仓
IYW ISHARES TR $34.76万0.04%1,378 00.0% — 不变
LMT LOCKHEED MARTIN CORP $33.17万0.04%651 651— $33.17万 新建仓
IJR ISHARES TR $31.43万0.03%2,119 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $30.96万0.03%1,022 -118-10.4% -$3.57万 减仓
SMOT VANECK ETF TRUST $29.98万0.03%7,716 -123-1.6% -$4,780 减仓
COST COSTCO WHOLESALE CORPORATION $29.00万0.03%310 -5-1.6% -$4,677 减仓
VUG VANGUARD INDEX FDS $26.93万0.03%3,126 00.0% — 不变
COWZ PACER FDS TR $26.60万0.03%4,276 -1,673-28.1% -$10.41万 减仓
VCR VANGUARD WORLD FD $26.02万0.03%656 00.0% — 不变
VPLS VANGUARD MALVERN FDS $25.80万0.03%3,326 3,326— $25.80万 新建仓
FTEC FIDELITY COVINGTON TRUST $24.02万0.03%841 -255-23.3% -$7.28万 重新持有
IETC ISHARES U S ETF TR $23.60万0.03%2,198 -217-9.0% -$2.33万 减仓
BIL SPDR SERIES TRUST $22.45万0.02%2,450 -14-0.6% -$1,283 减仓
IVW ISHARES TR $22.00万0.02%1,600 1,600— $22.00万 新建仓
AMGN AMGEN INC $21.73万0.02%600 00.0% — 不变
GLDM WORLD GOLD TR $21.18万0.02%2,667 00.0% — 不变
XLV SELECT SECTOR SPDR TR $20.21万0.02%1,274 -386-23.3% -$6.12万 减仓