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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $646.96万 | 0.65% | 83,901 | 90 | 0.1% | $6,940 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $678.55万 | 0.68% | 20,730 | -95 | -0.5% | -$3.11万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $750.56万 | 0.75% | 200,363 | 10,453 | 5.5% | $39.16万 | 加仓 |
| AMZN | AMAZON COM INC | $847.04万 | 0.85% | 35,539 | 269 | 0.8% | $6.41万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $901.43万 | 0.91% | 192,458 | 15,410 | 8.7% | $72.18万 | 加仓 |
| THYF | T ROWE PRICE EXCHANGE-TRADED | $921.01万 | 0.93% | 178,611 | -9,139 | -4.9% | -$47.13万 | 减仓 |
| GOOG | ALPHABET INC | $938.99万 | 0.94% | 26,575 | 160 | 0.6% | $5.65万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1,007.73万 | 1.01% | 305,649 | 18,044 | 6.3% | $59.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,047.83万 | 1.05% | 28,090 | 203 | 0.7% | $7.57万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,102.87万 | 1.11% | 46,609 | 1,552 | 3.4% | $36.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,135.78万 | 1.14% | 56,763 | 6,726 | 13.4% | $134.58万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,156.19万 | 1.16% | 252,996 | 13,475 | 5.6% | $61.58万 | 加仓 |
| AVGO | BROADCOM INC | $1,163.03万 | 1.17% | 30,788 | 51 | 0.2% | $1.93万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,195.62万 | 1.20% | 162,869 | 8,998 | 5.8% | $66.05万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,208.80万 | 1.22% | 442,298 | 28,672 | 6.9% | $78.36万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,355.26万 | 1.36% | 526,722 | 36,740 | 7.5% | $94.53万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,396.49万 | 1.40% | 383,755 | 23,008 | 6.4% | $83.73万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,415.41万 | 1.42% | 183,265 | 183,265 | — | $1,415.41万 | 新建仓 |
| SGOV | ISHARES TR | $1,492.30万 | 1.50% | 148,237 | 148,237 | — | $1,492.30万 | 新建仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $1,528.42万 | 1.54% | 348,557 | -6,933 | -2.0% | -$30.40万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,554.96万 | 1.56% | 367,342 | 20,283 | 5.8% | $85.86万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $1,610.31万 | 1.62% | 321,483 | 12,010 | 3.9% | $60.16万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1,676.40万 | 1.69% | 510,787 | 41,449 | 8.8% | $136.04万 | 加仓 |
| AAPL | APPLE INC | $1,813.86万 | 1.82% | 62,685 | 916 | 1.5% | $26.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,852.36万 | 1.86% | 126,320 | 4,696 | 3.9% | $68.86万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,853.18万 | 1.86% | 314,204 | 125,870 | 66.8% | $742.38万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,953.75万 | 1.97% | 89,650 | -3,397 | -3.7% | -$74.03万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,136.73万 | 2.15% | 617,195 | -5,434 | -0.9% | -$18.81万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,151.71万 | 2.16% | 455,871 | 71,741 | 18.7% | $338.62万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,268.99万 | 2.28% | 258,192 | 239,933 | 1,314.1% | $2,108.53万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,306.62万 | 2.32% | 456,124 | 29,400 | 6.9% | $148.68万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,769.76万 | 2.79% | 818,488 | 131,870 | 19.2% | $446.25万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,813.66万 | 2.83% | 887,309 | -175,529 | -16.5% | -$556.60万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,245.30万 | 3.26% | 713,409 | 41,695 | 6.2% | $189.67万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $3,329.50万 | 3.35% | 810,097 | 32,903 | 4.2% | $135.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,066.96万 | 4.09% | 59,215 | -30,424 | -33.9% | -$2,089.56万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,457.30万 | 4.48% | 521,383 | 7,992 | 1.6% | $68.32万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4,686.12万 | 4.71% | 1,053,533 | 57,476 | 5.8% | $255.65万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,095.56万 | 5.13% | 1,034,001 | 14,405 | 1.4% | $70.99万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7,665.83万 | 7.71% | 3,439,135 | 213,145 | 6.6% | $475.10万 | 加仓 |