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 |
|---|---|---|---|---|---|---|---|---|
| BSCS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -277,954 | -100.0% | -$567.66万 | 清仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -227,085 | -100.0% | -$423.75万 | 清仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -243,575 | -100.0% | -$407.24万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -24,528 | -100.0% | -$122.37万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -8,806 | -100.0% | -$76.30万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -4,960 | -100.0% | -$30.28万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,286 | -100.0% | -$29.07万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -805 | -100.0% | -$27.78万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -2,408 | -100.0% | -$26.43万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -492 | -100.0% | -$22.68万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -4,055 | -100.0% | -$21.95万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -5,576 | -100.0% | -$21.74万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -2,080 | -100.0% | -$21.55万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -1,093 | -100.0% | -$21.26万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,882 | -100.0% | -$20.51万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -15,968 | -100.0% | -$16.26万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.22万 | 0.01% | 19,087 | 1,000 | 5.5% | $5,880 | 加仓 |
| AUR | AURORA INNOVATION INC | $12.74万 | 0.01% | 18,679 | 789 | 4.4% | $5,381 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.07万 | 0.02% | 5,903 | -2,282 | -27.9% | -$7.76万 | 重新持有 |
| FDXF | FEDEX FGHT HLDG CO INC | $20.46万 | 0.02% | 1,355 | 1,355 | — | $20.46万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $20.51万 | 0.02% | 758 | 758 | — | $20.51万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $20.78万 | 0.02% | 777 | 777 | — | $20.78万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.23万 | 0.02% | 5,758 | 5,758 | — | $21.23万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.30万 | 0.02% | 2,739 | 3 | 0.1% | $233 | 加仓 |
| CSX | CSX CORP | $21.71万 | 0.02% | 4,567 | 4,567 | — | $21.71万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $21.94万 | 0.02% | 11,239 | -264,806 | -95.9% | -$517.02万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.25万 | 0.02% | 1,302 | 1,302 | — | $22.25万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $22.61万 | 0.02% | 11,527 | -265,133 | -95.8% | -$520.08万 | 减仓 |
| OKE | ONEOK INC NEW | $23.54万 | 0.02% | 2,707 | 2,707 | — | $23.54万 | 新建仓 |
| DIS | DISNEY WALT CO | $24.05万 | 0.02% | 2,499 | 263 | 11.8% | $2.53万 | 加仓 |
| SRE | SEMPRA | $24.52万 | 0.02% | 2,645 | -806 | -23.4% | -$7.47万 | 减仓 |
| PFE | PFIZER INC | $24.67万 | 0.02% | 10,245 | -24 | -0.2% | -$578 | 减仓 |
| IR | INGERSOLL RAND INC | $24.77万 | 0.02% | 3,021 | -691 | -18.6% | -$5.67万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.78万 | 0.02% | 1,811 | 1,811 | — | $24.78万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $25.10万 | 0.03% | 2,121 | 147 | 7.4% | $1.74万 | 加仓 |
| GLD | SPDR GOLD TR | $25.34万 | 0.03% | 688 | -236 | -25.5% | -$8.69万 | 重新持有 |
| C | CITIGROUP INC | $25.52万 | 0.03% | 1,824 | -68 | -3.6% | -$9,515 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.59万 | 0.03% | 859 | 859 | — | $25.59万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $26.02万 | 0.03% | 2,778 | 2,778 | — | $26.02万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $26.62万 | 0.03% | 1,194 | 1,194 | — | $26.62万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $26.99万 | 0.03% | 817 | -212 | -20.6% | -$7.00万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $27.83万 | 0.03% | 1,212 | 71 | 6.2% | $1.63万 | 加仓 |
| FICO | FAIR ISAAC CORP | $28.08万 | 0.03% | 235 | 235 | — | $28.08万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $28.77万 | 0.03% | 1,670 | -267 | -13.8% | -$4.60万 | 减仓 |
| TFC | TRUIST FINL CORP | $28.78万 | 0.03% | 5,776 | 56 | 1.0% | $2,790 | 加仓 |
| KKR | KKR & CO INC | $29.15万 | 0.03% | 3,176 | 106 | 3.5% | $9,727 | 加仓 |
| PCG | PG&E CORP | $29.23万 | 0.03% | 17,377 | -358 | -2.0% | -$6,022 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.10万 | 0.03% | 11,584 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $30.34万 | 0.03% | 12,358 | -7,097 | -36.5% | -$17.42万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.38万 | 0.03% | 701 | 701 | — | $30.38万 | 新建仓 |
| IJR | ISHARES TR | $30.40万 | 0.03% | 2,050 | -8 | -0.4% | -$1,186 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.47万 | 0.03% | 10,800 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $30.62万 | 0.03% | 17,407 | -337 | -1.9% | -$5,928 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $31.19万 | 0.03% | 5,857 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $31.24万 | 0.03% | 4,747 | 1,477 | 45.2% | $9.72万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $31.84万 | 0.03% | 10,034 | -631 | -5.9% | -$2.00万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.13万 | 0.03% | 421 | 421 | — | $32.13万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $33.47万 | 0.03% | 8,785 | 361 | 4.3% | $1.38万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $33.94万 | 0.03% | 1,998 | 167 | 9.1% | $2.84万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $34.49万 | 0.03% | 3,295 | 253 | 8.3% | $2.65万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.86万 | 0.04% | 2,988 | -84 | -2.7% | -$9,800 | 减仓 |
| IVV | ISHARES TR | $35.01万 | 0.04% | 468 | 468 | — | $35.01万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $35.05万 | 0.04% | 11,694 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $35.18万 | 0.04% | 7,339 | -733 | -9.1% | -$3.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.26万 | 0.04% | 692 | 94 | 15.7% | $4.79万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $35.39万 | 0.04% | 999 | -116 | -10.4% | -$4.11万 | 减仓 |
| DE | DEERE & CO | $35.85万 | 0.04% | 565 | 169 | 42.7% | $10.72万 | 加仓 |
| AZN | ASTRAZENECA PLC | $36.56万 | 0.04% | 1,928 | -77 | -3.8% | -$1.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $36.59万 | 0.04% | 10,421 | -1,423 | -12.0% | -$5.00万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $36.66万 | 0.04% | 574 | 574 | — | $36.66万 | 新建仓 |
| ATI | ATI INC | $37.65万 | 0.04% | 1,910 | 25 | 1.3% | $4,928 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $38.21万 | 0.04% | 1,905 | 7 | 0.4% | $1,404 | 加仓 |
| SLV | ISHARES SILVER TR | $38.52万 | 0.04% | 7,204 | -804 | -10.0% | -$4.30万 | 减仓 |
| CB | CHUBB LIMITED | $38.71万 | 0.04% | 1,136 | -236 | -17.2% | -$8.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $39.48万 | 0.04% | 4,278 | -352 | -7.6% | -$3.25万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.75万 | 0.04% | 6,899 | -1,193 | -14.7% | -$6.87万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $40.03万 | 0.04% | 7,525 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $40.24万 | 0.04% | 14,600 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $40.35万 | 0.04% | 3,881 | -750 | -16.2% | -$7.80万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $40.72万 | 0.04% | 3,223 | -740 | -18.7% | -$9.35万 | 减仓 |
| DHR | DANAHER CORP DEL | $41.69万 | 0.04% | 2,189 | -67 | -3.0% | -$1.28万 | 减仓 |
| USB | US BANCORP | $42.07万 | 0.04% | 6,965 | 1,511 | 27.7% | $9.13万 | 加仓 |
| D | DOMINION ENERGY INC | $42.94万 | 0.04% | 6,288 | 1,000 | 18.9% | $6.83万 | 加仓 |
| CTAS | CINTAS CORP | $43.14万 | 0.04% | 2,537 | -18 | -0.7% | -$3,061 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.72万 | 0.04% | 1,182 | 95 | 8.7% | $3.51万 | 加仓 |
| BA | BOEING CO | $43.84万 | 0.04% | 2,025 | 346 | 20.6% | $7.49万 | 加仓 |
| QCOM | QUALCOMM INC | $45.14万 | 0.05% | 2,443 | 167 | 7.3% | $3.09万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $45.66万 | 0.05% | 1,339 | 1,339 | — | $45.66万 | 新建仓 |
| GLDM | WORLD GOLD TR | $46.54万 | 0.05% | 5,860 | -150 | -2.5% | -$1.19万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.62万 | 0.05% | 11,680 | 0 | 0.0% | — | 不变 |
| — | ADVISORS INNER CIRCLE FD II | $47.73万 | 0.05% | 14,700 | 14,700 | — | $47.73万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $47.87万 | 0.05% | 282 | 76 | 36.9% | $12.90万 | 加仓 |
| PEP | PEPSICO INC | $48.45万 | 0.05% | 3,578 | -259 | -6.8% | -$3.51万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.95万 | 0.05% | 1,971 | -4 | -0.2% | -$993 | 减仓 |
| CRM | SALESFORCE INC | $49.81万 | 0.05% | 3,179 | -1,028 | -24.4% | -$16.11万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.65万 | 0.05% | 1,014 | -110 | -9.8% | -$5.60万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.83万 | 0.05% | 1,802 | -240 | -11.8% | -$7.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $53.06万 | 0.05% | 7,374 | 407 | 5.8% | $2.93万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $53.25万 | 0.05% | 1,769 | 125 | 7.6% | $3.76万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $53.43万 | 0.05% | 6,993 | 6,993 | — | $53.43万 | 新建仓 |