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 |
|---|---|---|---|---|---|---|---|---|
| TRP | TC ENERGY CORP | $97.45万 | 0.10% | 14,701 | -882 | -5.7% | -$5.85万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $97.06万 | 0.10% | 36,786 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $94.70万 | 0.10% | 4,335 | -352 | -7.5% | -$7.69万 | 减仓 |
| WELL | WELLTOWER INC | $93.25万 | 0.09% | 4,108 | 92 | 2.3% | $2.09万 | 加仓 |
| APH | AMPHENOL CORP | $92.92万 | 0.09% | 5,270 | 1,226 | 30.3% | $21.62万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $92.68万 | 0.09% | 5,561 | -202 | -3.5% | -$3.37万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $92.36万 | 0.09% | 24,576 | 5,534 | 29.1% | $20.80万 | 加仓 |
| UNP | UNION PAC CORP | $92.07万 | 0.09% | 3,385 | 342 | 11.2% | $9.30万 | 加仓 |
| URI | UNITED RENTALS INC | $86.85万 | 0.09% | 767 | -35 | -4.4% | -$3.96万 | 减仓 |
| FDX | FEDEX CORP | $85.96万 | 0.09% | 2,745 | 277 | 11.2% | $8.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $85.08万 | 0.09% | 909 | 7 | 0.8% | $6,552 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $84.37万 | 0.08% | 3,322 | 118 | 3.7% | $3.00万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $82.82万 | 0.08% | 3,698 | 303 | 8.9% | $6.79万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $82.00万 | 0.08% | 2,120 | 96 | 4.7% | $3.71万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $81.49万 | 0.08% | 22,555 | -1,074 | -4.5% | -$3.88万 | 减仓 |
| ARMK | ARAMARK | $81.46万 | 0.08% | 14,316 | -657 | -4.4% | -$3.74万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $79.65万 | 0.08% | 13,771 | 85 | 0.6% | $4,916 | 加仓 |
| SHOP | SHOPIFY INC | $77.79万 | 0.08% | 6,813 | 305 | 4.7% | $3.48万 | 加仓 |
| ORCL | ORACLE CORP | $77.13万 | 0.08% | 5,263 | 929 | 21.4% | $13.61万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $75.48万 | 0.08% | 25,295 | 7,996 | 46.2% | $23.86万 | 加仓 |
| KR | KROGER CO | $73.18万 | 0.07% | 13,178 | -67 | -0.5% | -$3,720 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $72.51万 | 0.07% | 2,106 | -18 | -0.8% | -$6,197 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $68.06万 | 0.07% | 17,928 | 3,294 | 22.5% | $12.50万 | 加仓 |
| GLW | CORNING INC | $67.04万 | 0.07% | 2,625 | 888 | 51.1% | $22.68万 | 加仓 |
| WFC | WELLS FARGO & CO | $65.99万 | 0.07% | 7,985 | 2,201 | 38.1% | $18.19万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $65.76万 | 0.07% | 2,090 | 437 | 26.4% | $13.75万 | 加仓 |
| IESC | IES HOLDINGS INC | $65.38万 | 0.07% | 890 | -116 | -11.5% | -$8.52万 | 减仓 |
| ASML | ASML HLDG NV | $63.46万 | 0.06% | 319 | 4 | 1.3% | $7,958 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $62.63万 | 0.06% | 12,280 | -562 | -4.4% | -$2.87万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $62.63万 | 0.06% | 4,037 | 84 | 2.1% | $1.30万 | 加仓 |
| MPC | MARATHON PETE CORP | $59.54万 | 0.06% | 2,329 | 40 | 1.7% | $1.02万 | 加仓 |
| TXN | TEXAS INSTRS INC | $58.25万 | 0.06% | 1,954 | -79 | -3.9% | -$2.36万 | 减仓 |
| CVS | CVS HEALTH CORP | $57.36万 | 0.06% | 5,545 | 680 | 14.0% | $7.03万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.70万 | 0.06% | 13,391 | 82 | 0.6% | $3,472 | 加仓 |
| LOW | LOWES COS INC | $56.11万 | 0.06% | 2,545 | -78 | -3.0% | -$1.72万 | 减仓 |
| EQIX | EQUINIX INC | $55.90万 | 0.06% | 536 | -24 | -4.3% | -$2.50万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $55.80万 | 0.06% | 1,113 | 57 | 5.4% | $2.86万 | 加仓 |
| NET | CLOUDFLARE INC | $55.46万 | 0.06% | 2,261 | 70 | 3.2% | $1.72万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $55.33万 | 0.06% | 12,564 | 2,460 | 24.3% | $10.83万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $54.82万 | 0.06% | 13,878 | -230 | -1.6% | -$9,085 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $53.43万 | 0.05% | 6,993 | 6,993 | — | $53.43万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $53.25万 | 0.05% | 1,769 | 125 | 7.6% | $3.76万 | 加仓 |
| MO | ALTRIA GROUP INC | $53.06万 | 0.05% | 7,374 | 407 | 5.8% | $2.93万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $52.83万 | 0.05% | 1,802 | -240 | -11.8% | -$7.04万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.65万 | 0.05% | 1,014 | -110 | -9.8% | -$5.60万 | 减仓 |
| CRM | SALESFORCE INC | $49.81万 | 0.05% | 3,179 | -1,028 | -24.4% | -$16.11万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $48.95万 | 0.05% | 1,971 | -4 | -0.2% | -$993 | 减仓 |
| PEP | PEPSICO INC | $48.45万 | 0.05% | 3,578 | -259 | -6.8% | -$3.51万 | 减仓 |
| MELI | MERCADOLIBRE INC | $47.87万 | 0.05% | 282 | 76 | 36.9% | $12.90万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $47.73万 | 0.05% | 14,700 | 14,700 | — | $47.73万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $47.62万 | 0.05% | 11,680 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $46.54万 | 0.05% | 5,860 | -150 | -2.5% | -$1.19万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $45.66万 | 0.05% | 1,339 | 1,339 | — | $45.66万 | 新建仓 |
| QCOM | QUALCOMM INC | $45.14万 | 0.05% | 2,443 | 167 | 7.3% | $3.09万 | 加仓 |
| BA | BOEING CO | $43.84万 | 0.04% | 2,025 | 346 | 20.6% | $7.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $43.72万 | 0.04% | 1,182 | 95 | 8.7% | $3.51万 | 加仓 |
| CTAS | CINTAS CORP | $43.14万 | 0.04% | 2,537 | -18 | -0.7% | -$3,061 | 减仓 |
| D | DOMINION ENERGY INC | $42.94万 | 0.04% | 6,288 | 1,000 | 18.9% | $6.83万 | 加仓 |
| USB | US BANCORP | $42.07万 | 0.04% | 6,965 | 1,511 | 27.7% | $9.13万 | 加仓 |
| DHR | DANAHER CORP DEL | $41.69万 | 0.04% | 2,189 | -67 | -3.0% | -$1.28万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $40.72万 | 0.04% | 3,223 | -740 | -18.7% | -$9.35万 | 减仓 |
| COP | CONOCOPHILLIPS | $40.35万 | 0.04% | 3,881 | -750 | -16.2% | -$7.80万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.24万 | 0.04% | 14,600 | 0 | 0.0% | — | 不变 |
| BDEC | INNOVATOR ETFS TRUST | $40.03万 | 0.04% | 7,525 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.75万 | 0.04% | 6,899 | -1,193 | -14.7% | -$6.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $39.48万 | 0.04% | 4,278 | -352 | -7.6% | -$3.25万 | 减仓 |
| CB | CHUBB LIMITED | $38.71万 | 0.04% | 1,136 | -236 | -17.2% | -$8.04万 | 减仓 |
| SLV | ISHARES SILVER TR | $38.52万 | 0.04% | 7,204 | -804 | -10.0% | -$4.30万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $38.21万 | 0.04% | 1,905 | 7 | 0.4% | $1,404 | 加仓 |
| ATI | ATI INC | $37.65万 | 0.04% | 1,910 | 25 | 1.3% | $4,928 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $36.66万 | 0.04% | 574 | 574 | — | $36.66万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $36.59万 | 0.04% | 10,421 | -1,423 | -12.0% | -$5.00万 | 减仓 |
| AZN | ASTRAZENECA PLC | $36.56万 | 0.04% | 1,928 | -77 | -3.8% | -$1.46万 | 减仓 |
| DE | DEERE & CO | $35.85万 | 0.04% | 565 | 169 | 42.7% | $10.72万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $35.39万 | 0.04% | 999 | -116 | -10.4% | -$4.11万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.26万 | 0.04% | 692 | 94 | 15.7% | $4.79万 | 加仓 |
| NVO | NOVO-NORDISK A S | $35.18万 | 0.04% | 7,339 | -733 | -9.1% | -$3.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $35.05万 | 0.04% | 11,694 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $35.01万 | 0.04% | 468 | 468 | — | $35.01万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.86万 | 0.04% | 2,988 | -84 | -2.7% | -$9,800 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $34.49万 | 0.03% | 3,295 | 253 | 8.3% | $2.65万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $33.94万 | 0.03% | 1,998 | 167 | 9.1% | $2.84万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $33.47万 | 0.03% | 8,785 | 361 | 4.3% | $1.38万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.13万 | 0.03% | 421 | 421 | — | $32.13万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $31.84万 | 0.03% | 10,034 | -631 | -5.9% | -$2.00万 | 减仓 |
| CVNA | CARVANA CO | $31.24万 | 0.03% | 4,747 | 1,477 | 45.2% | $9.72万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $31.19万 | 0.03% | 5,857 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $30.62万 | 0.03% | 17,407 | -337 | -1.9% | -$5,928 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.47万 | 0.03% | 10,800 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.40万 | 0.03% | 2,050 | -8 | -0.4% | -$1,186 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.38万 | 0.03% | 701 | 701 | — | $30.38万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $30.34万 | 0.03% | 12,358 | -7,097 | -36.5% | -$17.42万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.10万 | 0.03% | 11,584 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $29.23万 | 0.03% | 17,377 | -358 | -2.0% | -$6,022 | 减仓 |
| KKR | KKR & CO INC | $29.15万 | 0.03% | 3,176 | 106 | 3.5% | $9,727 | 加仓 |
| TFC | TRUIST FINL CORP | $28.78万 | 0.03% | 5,776 | 56 | 1.0% | $2,790 | 加仓 |
| ATO | ATMOS ENERGY CORP | $28.77万 | 0.03% | 1,670 | -267 | -13.8% | -$4.60万 | 减仓 |
| FICO | FAIR ISAAC CORP | $28.08万 | 0.03% | 235 | 235 | — | $28.08万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $27.83万 | 0.03% | 1,212 | 71 | 6.2% | $1.63万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $26.99万 | 0.03% | 817 | -212 | -20.6% | -$7.00万 | 减仓 |