Souders Financial Advisors
CINCINNATI OH · SEC CIK 0001811240
$8.76亿2026Q1 申报市值
216持仓数
43.3%前十大占比 · 第一大 8.2%
18 / 10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
CGCV 新建仓+$1,399.10万
CGCP 加仓+$391.94万
CGMM 加仓+$137.65万
TCAF 加仓+$125.74万
CGGR 加仓+$116.81万
2026Q1 卖出最多 按季末市值估算
CGDV 减仓-$1,283.74万
VOO 减仓-$177.65万
CME 减仓-$106.06万
ACWI 清仓-$72.34万
BIL 减仓-$49.17万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $59.59万 | 0.07% | 3,837 | 72 | 1.9% | $1.12万 | 加仓 |
| ARMK | ARAMARK | $60.70万 | 0.07% | 14,973 | -3,188 | -17.6% | -$12.92万 | 减仓 |
| COP | CONOCOPHILLIPS | $61.13万 | 0.07% | 4,631 | 373 | 8.8% | $4.92万 | 加仓 |
| LOW | LOWES COS INC | $61.98万 | 0.07% | 2,623 | 89 | 3.5% | $2.10万 | 加仓 |
| ORCL | ORACLE CORP | $63.75万 | 0.07% | 4,334 | 768 | 21.5% | $11.30万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $65.47万 | 0.07% | 12,842 | 1,824 | 16.6% | $9.30万 | 加仓 |
| KLAC | KLA CORP | $65.85万 | 0.08% | 447 | 11 | 2.5% | $1.62万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.81万 | 0.08% | 13,309 | -1,851 | -12.2% | -$9.29万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $68.08万 | 0.08% | 2,124 | -141 | -6.2% | -$4.52万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $68.71万 | 0.08% | 23,629 | -7,476 | -24.0% | -$21.74万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $68.75万 | 0.08% | 14,108 | 1,398 | 11.0% | $6.81万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $68.98万 | 0.08% | 3,395 | 260 | 8.3% | $5.28万 | 加仓 |
| UNP | UNION PAC CORP | $73.83万 | 0.08% | 3,043 | -317 | -9.4% | -$7.69万 | 减仓 |
| MDT | MEDTRONIC PLC | $76.30万 | 0.09% | 8,806 | 6,673 | 312.8% | $57.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $76.66万 | 0.09% | 1,124 | 76 | 7.3% | $5.18万 | 加仓 |
| SHOP | SHOPIFY INC | $77.20万 | 0.09% | 6,508 | -466 | -6.7% | -$5.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $77.83万 | 0.09% | 1,348 | -10 | -0.7% | -$5,773 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $78.32万 | 0.09% | 3,204 | 544 | 20.5% | $13.30万 | 加仓 |
| CRM | SALESFORCE INC | $78.53万 | 0.09% | 4,207 | 83 | 2.0% | $1.55万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $78.89万 | 0.09% | 13,686 | 7,227 | 111.9% | $41.66万 | 加仓 |
| WELL | WELLTOWER INC | $79.41万 | 0.09% | 4,016 | 347 | 9.5% | $6.86万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $80.24万 | 0.09% | 3,953 | 571 | 16.9% | $11.59万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $84.94万 | 0.10% | 19,042 | 19,042 | — | $84.94万 | 新建仓 |
| FDX | FEDEX CORP | $87.92万 | 0.10% | 2,468 | 2,468 | — | $87.92万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $88.78万 | 0.10% | 766 | 73 | 10.5% | $8.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $89.25万 | 0.10% | 9,739 | -5,366 | -35.5% | -$49.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $89.92万 | 0.10% | 902 | 45 | 5.3% | $4.49万 | 加仓 |
| PGR | PROGRESSIVE CORP | $92.92万 | 0.11% | 4,687 | 733 | 18.5% | $14.53万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $94.26万 | 0.11% | 4,530 | 134 | 3.0% | $2.79万 | 加仓 |
| MS | MORGAN STANLEY | $94.32万 | 0.11% | 5,732 | -209 | -3.5% | -$3.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.40万 | 0.11% | 1,970 | 84 | 4.5% | $4.03万 | 加仓 |
| KR | KROGER CO | $95.84万 | 0.11% | 13,245 | -225 | -1.7% | -$1.63万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $96.67万 | 0.11% | 36,786 | 7,620 | 26.1% | $20.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $97.36万 | 0.11% | 2,882 | -499 | -14.8% | -$16.86万 | 减仓 |
| TRP | TC ENERGY CORP | $97.55万 | 0.11% | 15,583 | -2,885 | -15.6% | -$18.06万 | 减仓 |
| SBUX | STARBUCKS CORP | $98.22万 | 0.11% | 10,963 | 2,416 | 28.3% | $21.64万 | 加仓 |
| KO | COCA COLA CO | $99.04万 | 0.11% | 13,023 | 49 | 0.4% | $3,726 | 加仓 |
| GEV | GE VERNOVA INC | $99.69万 | 0.11% | 1,142 | 73 | 6.8% | $6.37万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $99.95万 | 0.11% | 5,763 | -790 | -12.1% | -$13.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $107.69万 | 0.12% | 3,151 | 706 | 28.9% | $24.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.74万 | 0.13% | 4,055 | 978 | 31.8% | $26.47万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $111.50万 | 0.13% | 2,497 | 491 | 24.5% | $21.93万 | 加仓 |
| CSCO | CISCO SYS INC | $111.82万 | 0.13% | 14,412 | 5,908 | 69.5% | $45.84万 | 加仓 |
| BAC | BANK AMERICA CORP | $112.80万 | 0.13% | 23,139 | -1,017 | -4.2% | -$4.96万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $118.90万 | 0.14% | 16,530 | 2,560 | 18.3% | $18.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $119.57万 | 0.14% | 1,839 | -585 | -24.1% | -$38.04万 | 减仓 |
| SPGI | S&P GLOBAL INC | $122.08万 | 0.14% | 2,870 | 42 | 1.5% | $1.79万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $122.37万 | 0.14% | 24,528 | 2,015 | 9.0% | $10.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.60万 | 0.14% | 5,223 | -513 | -8.9% | -$12.43万 | 减仓 |
| MRK | MERCK & CO INC | $130.68万 | 0.15% | 10,863 | -1,814 | -14.3% | -$21.82万 | 减仓 |
| CME | CME GROUP INC | $131.28万 | 0.15% | 4,445 | -3,591 | -44.7% | -$106.06万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $134.42万 | 0.15% | 2,690 | 530 | 24.5% | $26.48万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $134.83万 | 0.15% | 23,944 | -890 | -3.6% | -$5.01万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $136.86万 | 0.16% | 4,973 | 556 | 12.6% | $15.30万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $139.76万 | 0.16% | 18,259 | 7,931 | 76.8% | $60.71万 | 加仓 |
| — | EXXON MOBIL CORP | $147.19万 | 0.17% | 8,675 | 1,382 | 18.9% | $23.45万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $156.78万 | 0.18% | 15,270 | -1,326 | -8.0% | -$13.61万 | 减仓 |
| TJX | TJX COS INC NEW | $157.67万 | 0.18% | 9,873 | -298 | -2.9% | -$4.76万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $161.70万 | 0.18% | 59,558 | 5,166 | 9.5% | $14.03万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $163.41万 | 0.19% | 12,479 | 222 | 1.8% | $2.91万 | 加仓 |
| NFLX | NETFLIX INC. | $171.94万 | 0.20% | 17,882 | 2,676 | 17.6% | $25.73万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $172.16万 | 0.20% | 5,692 | -158 | -2.7% | -$4.78万 | 减仓 |
| CAT | CATERPILLAR INC | $172.80万 | 0.20% | 2,439 | -551 | -18.4% | -$39.04万 | 减仓 |
| ABBV | ABBVIE INC | $173.52万 | 0.20% | 7,978 | 284 | 3.7% | $6.18万 | 加仓 |
| AMGN | AMGEN INC | $191.52万 | 0.22% | 5,443 | 115 | 2.2% | $4.05万 | 加仓 |
| MCD | MCDONALDS CORP | $195.71万 | 0.22% | 6,297 | -144 | -2.2% | -$4.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $198.13万 | 0.23% | 9,576 | 1,663 | 21.0% | $34.41万 | 加仓 |
| WMT | WALMART INC | $198.64万 | 0.23% | 15,983 | 869 | 5.7% | $10.80万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $199.89万 | 0.23% | 79,638 | -11,007 | -12.1% | -$27.63万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $202.61万 | 0.23% | 34,653 | 2,320 | 7.2% | $13.56万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $209.44万 | 0.24% | 75,123 | -362 | -0.5% | -$1.01万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $212.94万 | 0.24% | 12,879 | 2,400 | 22.9% | $39.68万 | 加仓 |
| LIN | LINDE PLC | $213.40万 | 0.24% | 4,304 | 360 | 9.1% | $17.85万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $213.40万 | 0.24% | 2,522 | -86 | -3.3% | -$7.28万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $216.58万 | 0.25% | 23,318 | 312 | 1.4% | $2.90万 | 加仓 |
| TSLA | TESLA INC | $229.63万 | 0.26% | 6,177 | 222 | 3.7% | $8.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $230.28万 | 0.26% | 6,814 | 448 | 7.0% | $15.14万 | 加仓 |
| V | VISA INC | $346.54万 | 0.40% | 11,466 | -868 | -7.0% | -$26.23万 | 减仓 |
| GE | GE AEROSPACE | $360.68万 | 0.41% | 12,710 | -444 | -3.4% | -$12.60万 | 减仓 |
| HD | HOME DEPOT INC | $369.75万 | 0.42% | 11,243 | -250 | -2.2% | -$8.22万 | 减仓 |
| LLY | ELI LILLY & CO | $386.01万 | 0.44% | 4,197 | 352 | 9.2% | $32.37万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $407.24万 | 0.46% | 243,575 | 7,801 | 3.3% | $13.04万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $423.75万 | 0.48% | 227,085 | 3,497 | 1.6% | $6.53万 | 加仓 |
| GOOGL | ALPHABET INC | $438.36万 | 0.50% | 15,244 | 950 | 6.6% | $27.32万 | 加仓 |
| RTX | RTX CORPORATION | $446.98万 | 0.51% | 23,171 | -1,801 | -7.2% | -$34.74万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $460.47万 | 0.53% | 29,264 | 466 | 1.6% | $7.33万 | 加仓 |
| META | META PLATFORMS INC | $476.73万 | 0.54% | 8,333 | -86 | -1.0% | -$4.92万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $539.12万 | 0.62% | 276,045 | 2,432 | 0.9% | $4.75万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $542.95万 | 0.62% | 276,660 | 2,382 | 0.9% | $4.67万 | 加仓 |
| IJH | ISHARES TR | $565.97万 | 0.65% | 83,811 | -1,866 | -2.2% | -$12.60万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $567.66万 | 0.65% | 277,954 | 2,500 | 0.9% | $5.11万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $599.55万 | 0.68% | 189,910 | 9,113 | 5.0% | $28.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $612.58万 | 0.70% | 20,825 | -2 | -0.0% | -$588 | 减仓 |
| AMZN | AMAZON COM INC | $734.57万 | 0.84% | 35,270 | 3,370 | 10.6% | $70.19万 | 加仓 |
| GOOG | ALPHABET INC | $757.75万 | 0.86% | 26,415 | 1,191 | 4.7% | $34.17万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $832.43万 | 0.95% | 177,048 | 7,166 | 4.2% | $33.69万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $844.41万 | 0.96% | 287,605 | 46,884 | 19.5% | $137.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $872.65万 | 1.00% | 50,037 | 5,683 | 12.8% | $99.11万 | 加仓 |
| AVGO | BROADCOM INC | $951.35万 | 1.09% | 30,737 | 1,617 | 5.6% | $50.05万 | 加仓 |
| THYF | T ROWE PRICE ETF INC | $957.62万 | 1.09% | 187,750 | 4,359 | 2.4% | $22.23万 | 加仓 |