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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $92.92万 | 0.11% | 4,687 | 733 | 18.5% | $14.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $89.92万 | 0.10% | 902 | 45 | 5.3% | $4.49万 | 加仓 |
| BIL | SPDR SERIES TRUST | $89.25万 | 0.10% | 9,739 | -5,366 | -35.5% | -$49.17万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $88.78万 | 0.10% | 766 | 73 | 10.5% | $8.46万 | 加仓 |
| FDX | FEDEX CORP | $87.92万 | 0.10% | 2,468 | 2,468 | — | $87.92万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $84.94万 | 0.10% | 19,042 | 19,042 | — | $84.94万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $80.24万 | 0.09% | 3,953 | 571 | 16.9% | $11.59万 | 加仓 |
| WELL | WELLTOWER INC | $79.41万 | 0.09% | 4,016 | 347 | 9.5% | $6.86万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $78.89万 | 0.09% | 13,686 | 7,227 | 111.9% | $41.66万 | 加仓 |
| CRM | SALESFORCE INC | $78.53万 | 0.09% | 4,207 | 83 | 2.0% | $1.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $78.32万 | 0.09% | 3,204 | 544 | 20.5% | $13.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.83万 | 0.09% | 1,348 | -10 | -0.7% | -$5,773 | 减仓 |
| SHOP | SHOPIFY INC | $77.20万 | 0.09% | 6,508 | -466 | -6.7% | -$5.53万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $76.66万 | 0.09% | 1,124 | 76 | 7.3% | $5.18万 | 加仓 |
| MDT | MEDTRONIC PLC | $76.30万 | 0.09% | 8,806 | 6,673 | 312.8% | $57.82万 | 加仓 |
| UNP | UNION PAC CORP | $73.83万 | 0.08% | 3,043 | -317 | -9.4% | -$7.69万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $68.98万 | 0.08% | 3,395 | 260 | 8.3% | $5.28万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $68.75万 | 0.08% | 14,108 | 1,398 | 11.0% | $6.81万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $68.71万 | 0.08% | 23,629 | -7,476 | -24.0% | -$21.74万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $68.08万 | 0.08% | 2,124 | -141 | -6.2% | -$4.52万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $66.81万 | 0.08% | 13,309 | -1,851 | -12.2% | -$9.29万 | 减仓 |
| KLAC | KLA CORP | $65.85万 | 0.08% | 447 | 11 | 2.5% | $1.62万 | 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 |
| ORCL | ORACLE CORP | $63.75万 | 0.07% | 4,334 | 768 | 21.5% | $11.30万 | 加仓 |
| LOW | LOWES COS INC | $61.98万 | 0.07% | 2,623 | 89 | 3.5% | $2.10万 | 加仓 |
| COP | CONOCOPHILLIPS | $61.13万 | 0.07% | 4,631 | 373 | 8.8% | $4.92万 | 加仓 |
| ARMK | ARAMARK | $60.70万 | 0.07% | 14,973 | -3,188 | -17.6% | -$12.92万 | 减仓 |
| PEP | PEPSICO INC | $59.59万 | 0.07% | 3,837 | 72 | 1.9% | $1.12万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $59.32万 | 0.07% | 2,042 | 534 | 35.4% | $15.51万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $59.26万 | 0.07% | 2,024 | -56 | -2.7% | -$1.64万 | 减仓 |
| URI | UNITED RENTALS INC | $58.40万 | 0.07% | 802 | -102 | -11.3% | -$7.43万 | 减仓 |
| MPC | MARATHON PETE CORP | $55.90万 | 0.06% | 2,289 | -895 | -28.1% | -$21.86万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $55.86万 | 0.06% | 19,455 | 8,934 | 84.9% | $25.65万 | 加仓 |
| GLDM | WORLD GOLD TR | $55.71万 | 0.06% | 6,010 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $55.23万 | 0.06% | 3,963 | 714 | 22.0% | $9.95万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $55.14万 | 0.06% | 1,975 | -115 | -5.5% | -$3.21万 | 减仓 |
| EQIX | EQUINIX INC | $54.88万 | 0.06% | 560 | -67 | -10.7% | -$6.57万 | 减仓 |
| SLV | ISHARES SILVER TR | $54.57万 | 0.06% | 8,008 | 424 | 5.6% | $2.89万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $54.40万 | 0.06% | 1,644 | 234 | 16.6% | $7.74万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.91万 | 0.06% | 1,056 | 137 | 14.9% | $6.73万 | 加仓 |
| APH | AMPHENOL CORP | $51.10万 | 0.06% | 4,044 | 1,114 | 38.0% | $14.08万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $50.35万 | 0.06% | 14,634 | 14,634 | — | $50.35万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $49.08万 | 0.06% | 8,092 | -374 | -4.4% | -$2.27万 | 减仓 |
| IESC | IES HOLDINGS INC | $47.93万 | 0.05% | 1,006 | 22 | 2.2% | $1.05万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $47.45万 | 0.05% | 1,653 | 1,653 | — | $47.45万 | 新建仓 |
| QDVO | AMPLIFY ETF TR | $46.10万 | 0.05% | 17,299 | 2,638 | 18.0% | $7.03万 | 加仓 |
| WFC | WELLS FARGO & CO | $46.05万 | 0.05% | 5,784 | 1,490 | 34.7% | $11.86万 | 加仓 |
| MO | ALTRIA GROUP INC | $45.98万 | 0.05% | 6,967 | 1,010 | 17.0% | $6.66万 | 加仓 |
| NET | CLOUDFLARE INC | $45.21万 | 0.05% | 2,191 | -62 | -2.8% | -$1.28万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $45.17万 | 0.05% | 7,685 | -747 | -8.9% | -$4.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.94万 | 0.05% | 3,072 | 347 | 12.7% | $5.08万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.73万 | 0.05% | 11,680 | -515 | -4.2% | -$1.97万 | 减仓 |
| CB | CHUBB LTD SWITZ | $44.72万 | 0.05% | 1,372 | 126 | 10.1% | $4.11万 | 加仓 |
| INTC | INTEL CORP | $44.60万 | 0.05% | 10,107 | 3,550 | 54.1% | $15.67万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.90万 | 0.05% | 2,158 | 307 | 16.6% | $6.25万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $43.61万 | 0.05% | 10,104 | -914 | -8.3% | -$3.94万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $43.51万 | 0.05% | 4,630 | 289 | 6.7% | $2.72万 | 加仓 |
| CTAS | CINTAS CORP | $43.21万 | 0.05% | 2,555 | -5 | -0.2% | -$846 | 减仓 |
| DHR | DANAHER CORP DEL | $42.77万 | 0.05% | 2,256 | -163 | -6.7% | -$3.09万 | 减仓 |
| ASML | ASML HLDG NV | $41.61万 | 0.05% | 315 | -20 | -6.0% | -$2.64万 | 减仓 |
| AZN | ASTRAZENECA PLC | $39.54万 | 0.05% | 2,005 | 2,005 | — | $39.54万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $39.52万 | 0.05% | 11,844 | -669 | -5.3% | -$2.23万 | 减仓 |
| TXN | TEXAS INSTRS INC | $39.46万 | 0.05% | 2,033 | -415 | -17.0% | -$8.06万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.01万 | 0.04% | 14,600 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $38.27万 | 0.04% | 1,115 | 108 | 10.7% | $3.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $36.13万 | 0.04% | 598 | 68 | 12.8% | $4.11万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $36.12万 | 0.04% | 7,525 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $35.78万 | 0.04% | 1,937 | 539 | 38.6% | $9.96万 | 加仓 |
| MELI | MERCADOLIBRE INC | $35.62万 | 0.04% | 206 | 51 | 32.9% | $8.82万 | 加仓 |
| CVS | CVS HEALTH CORP | $34.94万 | 0.04% | 4,865 | 253 | 5.5% | $1.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $34.88万 | 0.04% | 1,087 | 65 | 6.4% | $2.09万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $34.62万 | 0.04% | 1,898 | -920 | -32.6% | -$16.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.99万 | 0.04% | 11,694 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $33.77万 | 0.04% | 10,665 | -2,972 | -21.8% | -$9.41万 | 减仓 |
| SRE | SEMPRA | $33.53万 | 0.04% | 3,451 | 129 | 3.9% | $1.25万 | 加仓 |
| BA | BOEING CO | $33.42万 | 0.04% | 1,679 | -625 | -27.1% | -$12.44万 | 减仓 |
| D | DOMINION ENERGY INC | $32.69万 | 0.04% | 5,288 | 5,288 | — | $32.69万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.28万 | 0.04% | 1,029 | 5 | 0.5% | $1,520 | 加仓 |
| PCG | PG&E CORP | $31.16万 | 0.04% | 17,735 | -3,953 | -18.2% | -$6.95万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $30.28万 | 0.03% | 4,960 | 65 | 1.3% | $3,968 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $30.07万 | 0.03% | 8,424 | 2,800 | 49.8% | $10.00万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $29.79万 | 0.03% | 10,800 | 10,800 | — | $29.79万 | 新建仓 |
| IR | INGERSOLL RAND INC | $29.74万 | 0.03% | 3,712 | 1,046 | 39.2% | $8.38万 | 加仓 |
| NVO | NOVO-NORDISK A S | $29.66万 | 0.03% | 8,072 | -61 | -0.8% | -$2,242 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.41万 | 0.03% | 11,584 | 11,584 | — | $29.41万 | 新建仓 |
| QCOM | QUALCOMM INC | $29.31万 | 0.03% | 2,276 | -448 | -16.4% | -$5.77万 | 减仓 |
| — | HONEYWELL INTL INC | $29.07万 | 0.03% | 1,286 | 145 | 12.7% | $3.28万 | 加仓 |
| PFE | PFIZER INC | $28.83万 | 0.03% | 10,269 | 151 | 1.5% | $4,240 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $28.69万 | 0.03% | 5,857 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $28.40万 | 0.03% | 3,070 | 447 | 17.0% | $4.14万 | 加仓 |
| USB | US BANCORP | $28.37万 | 0.03% | 5,454 | 273 | 5.3% | $1.42万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $27.78万 | 0.03% | 805 | -2 | -0.2% | -$690 | 减仓 |
| — | LCNB CORP | $27.66万 | 0.03% | 17,744 | 10 | 0.1% | $156 | 加仓 |
| ATI | ATI INC | $27.42万 | 0.03% | 1,885 | -528 | -21.9% | -$7.68万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $26.43万 | 0.03% | 2,408 | 80 | 3.4% | $8,782 | 加仓 |
| TFC | TRUIST FINL CORP | $26.29万 | 0.03% | 5,720 | -2,986 | -34.3% | -$13.73万 | 减仓 |
| IJR | ISHARES TR | $25.59万 | 0.03% | 2,058 | -134 | -6.1% | -$1.67万 | 减仓 |
| TTE | TOTALENERGIES SE | $24.89万 | 0.03% | 2,736 | 2,736 | — | $24.89万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $24.72万 | 0.03% | 1,141 | 49 | 4.5% | $1.06万 | 加仓 |
| GLW | CORNING INC | $23.61万 | 0.03% | 1,737 | 1,737 | — | $23.61万 | 新建仓 |