Souders Financial Advisors
CINCINNATI OH · SEC CIK 0001811240
$9.94亿2026Q2 申报市值
224持仓数
40.7%前十大占比 · 第一大 7.7%
22 / 16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
SPYM 加仓+$2,108.53万
SGOV 新建仓+$1,492.30万
VCRB 新建仓+$1,415.41万
VGIT 加仓+$742.38万
CGCP 加仓+$475.10万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$2,089.56万
AGG 减仓-$853.18万
BSCS 清仓-$567.66万
SCHD 减仓-$556.60万
BSCR 减仓-$520.08万
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 |
|---|---|---|---|---|---|---|---|---|
| CNQ | CANADIAN NAT RES LTD MED TER | $54.82万 | 0.06% | 13,878 | -230 | -1.6% | -$9,085 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $55.33万 | 0.06% | 12,564 | 2,460 | 24.3% | $10.83万 | 加仓 |
| NET | CLOUDFLARE INC | $55.46万 | 0.06% | 2,261 | 70 | 3.2% | $1.72万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $55.80万 | 0.06% | 1,113 | 57 | 5.4% | $2.86万 | 加仓 |
| EQIX | EQUINIX INC | $55.90万 | 0.06% | 536 | -24 | -4.3% | -$2.50万 | 减仓 |
| LOW | LOWES COS INC | $56.11万 | 0.06% | 2,545 | -78 | -3.0% | -$1.72万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.70万 | 0.06% | 13,391 | 82 | 0.6% | $3,472 | 加仓 |
| CVS | CVS HEALTH CORP | $57.36万 | 0.06% | 5,545 | 680 | 14.0% | $7.03万 | 加仓 |
| TXN | TEXAS INSTRS INC | $58.25万 | 0.06% | 1,954 | -79 | -3.9% | -$2.36万 | 减仓 |
| MPC | MARATHON PETE CORP | $59.54万 | 0.06% | 2,329 | 40 | 1.7% | $1.02万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $62.63万 | 0.06% | 4,037 | 84 | 2.1% | $1.30万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $62.63万 | 0.06% | 12,280 | -562 | -4.4% | -$2.87万 | 减仓 |
| ASML | ASML HLDG NV | $63.46万 | 0.06% | 319 | 4 | 1.3% | $7,958 | 加仓 |
| IESC | IES HOLDINGS INC | $65.38万 | 0.07% | 890 | -116 | -11.5% | -$8.52万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $65.76万 | 0.07% | 2,090 | 437 | 26.4% | $13.75万 | 加仓 |
| WFC | WELLS FARGO & CO | $65.99万 | 0.07% | 7,985 | 2,201 | 38.1% | $18.19万 | 加仓 |
| GLW | CORNING INC | $67.04万 | 0.07% | 2,625 | 888 | 51.1% | $22.68万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $68.06万 | 0.07% | 17,928 | 3,294 | 22.5% | $12.50万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $72.51万 | 0.07% | 2,106 | -18 | -0.8% | -$6,197 | 减仓 |
| KR | KROGER CO | $73.18万 | 0.07% | 13,178 | -67 | -0.5% | -$3,720 | 减仓 |
| QDVO | AMPLIFY ETF TR | $75.48万 | 0.08% | 25,295 | 7,996 | 46.2% | $23.86万 | 加仓 |
| ORCL | ORACLE CORP | $77.13万 | 0.08% | 5,263 | 929 | 21.4% | $13.61万 | 加仓 |
| SHOP | SHOPIFY INC | $77.79万 | 0.08% | 6,813 | 305 | 4.7% | $3.48万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $79.65万 | 0.08% | 13,771 | 85 | 0.6% | $4,916 | 加仓 |
| ARMK | ARAMARK | $81.46万 | 0.08% | 14,316 | -657 | -4.4% | -$3.74万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $81.49万 | 0.08% | 22,555 | -1,074 | -4.5% | -$3.88万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $82.00万 | 0.08% | 2,120 | 96 | 4.7% | $3.71万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $82.82万 | 0.08% | 3,698 | 303 | 8.9% | $6.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $84.37万 | 0.08% | 3,322 | 118 | 3.7% | $3.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $85.08万 | 0.09% | 909 | 7 | 0.8% | $6,552 | 加仓 |
| FDX | FEDEX CORP | $85.96万 | 0.09% | 2,745 | 277 | 11.2% | $8.67万 | 加仓 |
| URI | UNITED RENTALS INC | $86.85万 | 0.09% | 767 | -35 | -4.4% | -$3.96万 | 减仓 |
| UNP | UNION PAC CORP | $92.07万 | 0.09% | 3,385 | 342 | 11.2% | $9.30万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $92.36万 | 0.09% | 24,576 | 5,534 | 29.1% | $20.80万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $92.68万 | 0.09% | 5,561 | -202 | -3.5% | -$3.37万 | 减仓 |
| APH | AMPHENOL CORP | $92.92万 | 0.09% | 5,270 | 1,226 | 30.3% | $21.62万 | 加仓 |
| WELL | WELLTOWER INC | $93.25万 | 0.09% | 4,108 | 92 | 2.3% | $2.09万 | 加仓 |
| PGR | PROGRESSIVE CORP | $94.70万 | 0.10% | 4,335 | -352 | -7.5% | -$7.69万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $97.06万 | 0.10% | 36,786 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $97.45万 | 0.10% | 14,701 | -882 | -5.7% | -$5.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.98万 | 0.10% | 1,998 | 28 | 1.4% | $1.40万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $99.98万 | 0.10% | 15,898 | 8,213 | 106.9% | $51.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $101.06万 | 0.10% | 1,372 | 24 | 1.8% | $1.77万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $102.70万 | 0.10% | 771 | 5 | 0.7% | $6,660 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $103.42万 | 0.10% | 4,200 | -330 | -7.3% | -$8.13万 | 减仓 |
| SPGI | S&P GLOBAL INC | $111.97万 | 0.11% | 2,749 | -121 | -4.2% | -$4.93万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $115.47万 | 0.12% | 12,726 | -2,544 | -16.7% | -$23.08万 | 减仓 |
| BIL | SPDR SERIES TRUST | $116.95万 | 0.12% | 12,762 | 3,023 | 31.0% | $27.70万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $117.79万 | 0.12% | 15,418 | 15,418 | — | $117.79万 | 新建仓 |
| SBUX | STARBUCKS CORP | $119.12万 | 0.12% | 11,657 | 694 | 6.3% | $7.09万 | 加仓 |
| — | EXXON MOBIL CORP | $121.97万 | 0.12% | 8,921 | 246 | 2.8% | $3.36万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $122.74万 | 0.12% | 2,471 | -26 | -1.0% | -$1.29万 | 减仓 |
| CME | CME GROUP INC | $127.58万 | 0.13% | 5,777 | 1,332 | 30.0% | $29.42万 | 加仓 |
| KO | COCA COLA CO | $128.62万 | 0.13% | 15,827 | 2,804 | 21.5% | $22.79万 | 加仓 |
| NFLX | NETFLIX INC. | $129.33万 | 0.13% | 18,113 | 231 | 1.3% | $1.65万 | 加仓 |
| MS | MORGAN STANLEY | $129.51万 | 0.13% | 6,196 | 464 | 8.1% | $9.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $131.81万 | 0.13% | 2,269 | 111 | 5.1% | $6.45万 | 加仓 |
| BAC | BANK OF AMER CORP | $133.91万 | 0.13% | 23,502 | 363 | 1.6% | $2.07万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $135.49万 | 0.14% | 18,776 | 2,246 | 13.6% | $16.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.00万 | 0.14% | 1,848 | 9 | 0.5% | $6,721 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.13万 | 0.14% | 4,947 | -276 | -5.3% | -$7.76万 | 减仓 |
| GEV | GE VERNOVA INC | $142.63万 | 0.14% | 1,214 | 72 | 6.3% | $8.46万 | 加仓 |
| TJX | TJX COS INC NEW | $144.23万 | 0.15% | 9,520 | -353 | -3.6% | -$5.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $146.60万 | 0.15% | 2,854 | 164 | 6.1% | $8.42万 | 加仓 |
| KLAC | KLA CORP | $148.00万 | 0.15% | 4,905 | 435 | 9.7% | $13.13万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $155.10万 | 0.16% | 12,253 | -226 | -1.8% | -$2.86万 | 减仓 |
| MCD | MCDONALDS CORP | $155.62万 | 0.16% | 5,757 | -540 | -8.6% | -$14.60万 | 减仓 |
| MRK | MERCK & CO INC | $159.27万 | 0.16% | 12,395 | 1,532 | 14.1% | $19.69万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $160.91万 | 0.16% | 58,578 | -980 | -1.6% | -$2.69万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $162.46万 | 0.16% | 4,803 | -889 | -15.6% | -$30.07万 | 减仓 |
| INTC | INTEL CORP | $166.76万 | 0.17% | 11,943 | 1,836 | 18.2% | $25.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $168.26万 | 0.17% | 10,151 | 575 | 6.0% | $9.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $168.61万 | 0.17% | 4,057 | 2 | 0.0% | $831 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $168.89万 | 0.17% | 23,026 | -918 | -3.8% | -$6.73万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $171.07万 | 0.17% | 5,388 | 415 | 8.3% | $13.18万 | 加仓 |
| WMT | WALMART INC | $183.36万 | 0.18% | 16,190 | 207 | 1.3% | $2.34万 | 加仓 |
| AMGN | AMGEN INC | $184.82万 | 0.19% | 5,104 | -339 | -6.2% | -$12.28万 | 减仓 |
| CSCO | CISCO SYS INC | $188.71万 | 0.19% | 16,066 | 1,654 | 11.5% | $19.43万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $205.27万 | 0.21% | 23,388 | 70 | 0.3% | $6,144 | 加仓 |
| AGG | ISHARES TR | $206.65万 | 0.21% | 20,878 | -86,197 | -80.5% | -$853.18万 | 减仓 |
| ABBV | ABBVIE INC | $207.51万 | 0.21% | 8,246 | 268 | 3.4% | $6.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $207.63万 | 0.21% | 2,872 | -279 | -8.9% | -$20.17万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $211.17万 | 0.21% | 34,193 | -460 | -1.3% | -$2.84万 | 减仓 |
| LIN | LINDE PLC | $216.69万 | 0.22% | 4,176 | -128 | -3.0% | -$6.64万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $223.64万 | 0.22% | 77,225 | -2,413 | -3.0% | -$6.99万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $242.42万 | 0.24% | 13,400 | 521 | 4.0% | $9.43万 | 加仓 |
| TSLA | TESLA INC | $246.51万 | 0.25% | 5,861 | -316 | -5.1% | -$13.29万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $251.33万 | 0.25% | 2,485 | -37 | -1.5% | -$3.74万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $253.96万 | 0.26% | 75,071 | -52 | -0.1% | -$1,759 | 减仓 |
| CAT | CATERPILLAR INC | $259.11万 | 0.26% | 2,433 | -6 | -0.2% | -$6,390 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $315.52万 | 0.32% | 2,733 | -149 | -5.2% | -$17.20万 | 减仓 |
| HD | HOME DEPOT INC | $353.11万 | 0.36% | 10,012 | -1,231 | -10.9% | -$43.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $353.40万 | 0.36% | 7,400 | 586 | 8.6% | $27.99万 | 加仓 |
| V | VISA INC | $364.49万 | 0.37% | 10,624 | -842 | -7.3% | -$28.89万 | 减仓 |
| RTX | RTX CORPORATION | $379.89万 | 0.38% | 20,023 | -3,148 | -13.6% | -$59.73万 | 减仓 |
| GE | GE AEROSPACE | $456.61万 | 0.46% | 12,218 | -492 | -3.9% | -$18.39万 | 减仓 |
| LLY | ELI LILLY & CO | $507.99万 | 0.51% | 4,235 | 38 | 0.9% | $4.56万 | 加仓 |
| META | META PLATFORMS INC | $529.31万 | 0.53% | 9,397 | 1,064 | 12.8% | $59.93万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $535.06万 | 0.54% | 28,900 | -364 | -1.2% | -$6.74万 | 减仓 |
| GOOGL | ALPHABET INC | $575.99万 | 0.58% | 16,117 | 873 | 5.7% | $31.20万 | 加仓 |