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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $968.99万 | 1.11% | 45,057 | 827 | 1.9% | $17.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,032.31万 | 1.18% | 27,887 | 2,353 | 9.2% | $87.10万 | 加仓 |
| AGG | ISHARES TR | $1,062.94万 | 1.21% | 107,075 | -4,127 | -3.7% | -$40.97万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,074.25万 | 1.23% | 239,521 | 7,449 | 3.2% | $33.41万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,121.53万 | 1.28% | 188,334 | 4,511 | 2.5% | $26.86万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,126.30万 | 1.29% | 413,626 | 32,881 | 8.6% | $89.53万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,133.10万 | 1.29% | 153,871 | -2,788 | -1.8% | -$20.53万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,158.13万 | 1.32% | 347,059 | -4,404 | -1.3% | -$14.70万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,194.43万 | 1.36% | 360,747 | -14,481 | -3.9% | -$47.95万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,263.66万 | 1.44% | 489,982 | 34,114 | 7.5% | $87.98万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $1,303.58万 | 1.49% | 355,490 | 9,511 | 2.7% | $34.88万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $1,367.25万 | 1.56% | 309,473 | 12,569 | 4.2% | $55.53万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1,399.10万 | 1.60% | 469,338 | 469,338 | — | $1,399.10万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,543.82万 | 1.76% | 384,130 | 29,065 | 8.2% | $116.81万 | 加仓 |
| AAPL | APPLE INC | $1,567.63万 | 1.79% | 61,769 | 1,180 | 1.9% | $29.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,756.74万 | 2.00% | 121,624 | 5,260 | 4.5% | $75.98万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,825.58万 | 2.08% | 93,047 | 1,187 | 1.3% | $23.29万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,836.13万 | 2.10% | 622,629 | 10,825 | 1.8% | $31.92万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,000.12万 | 2.28% | 686,618 | 13,208 | 2.0% | $38.47万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,159.65万 | 2.46% | 426,724 | 7,904 | 1.9% | $40.00万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $2,766.03万 | 3.16% | 777,194 | 35,329 | 4.8% | $125.74万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,064.36万 | 3.50% | 671,714 | 17,732 | 2.7% | $80.89万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,260.79万 | 3.72% | 1,062,838 | 883 | 0.1% | $2.71万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,826.85万 | 4.37% | 996,057 | 29,518 | 3.1% | $113.41万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $3,958.76万 | 4.52% | 513,391 | 2,464 | 0.5% | $19.00万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,337.36万 | 4.95% | 1,019,596 | -301,772 | -22.8% | -$1,283.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,356.36万 | 6.11% | 89,639 | -2,973 | -3.2% | -$177.65万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7,206.86万 | 8.22% | 3,225,990 | 175,445 | 5.8% | $391.94万 | 加仓 |