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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $22.68万 | 0.03% | 492 | -952 | -65.9% | -$43.89万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $22.48万 | 0.03% | 1,831 | 1,831 | — | $22.48万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $22.35万 | 0.03% | 3,042 | 3,042 | — | $22.35万 | 新建仓 |
| DE | DEERE & CO | $22.32万 | 0.03% | 396 | 396 | — | $22.32万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $22.00万 | 0.03% | 1,974 | 1,974 | — | $22.00万 | 新建仓 |
| ENB | ENBRIDGE INC | $21.95万 | 0.03% | 4,055 | -203 | -4.8% | -$1.10万 | 重新持有 |
| HAL | HALLIBURTON CO | $21.74万 | 0.02% | 5,576 | 5,576 | — | $21.74万 | 新建仓 |
| CLX | CLOROX CO DEL | $21.55万 | 0.02% | 2,080 | -1,013 | -32.8% | -$10.50万 | 减仓 |
| DIS | DISNEY WALT CO | $21.55万 | 0.02% | 2,236 | 17 | 0.8% | $1,638 | 加仓 |
| C | CITIGROUP INC | $21.46万 | 0.02% | 1,892 | 143 | 8.2% | $1.62万 | 加仓 |
| XPO | XPO INC | $21.26万 | 0.02% | 1,093 | 1,093 | — | $21.26万 | 新建仓 |
| CVNA | CARVANA CO | $20.56万 | 0.02% | 654 | 654 | — | $20.56万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $20.51万 | 0.02% | 2,882 | -396 | -12.1% | -$2.82万 | 减仓 |
| FSK | FS KKR CAP CORP | $16.26万 | 0.02% | 15,968 | 441 | 2.8% | $4,489 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $8.97万 | 0.01% | 18,087 | -44,420 | -71.1% | -$22.03万 | 减仓 |
| AUR | AURORA INNOVATION INC | $7.37万 | 0.01% | 17,890 | 490 | 2.8% | $2,019 | 加仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -5,113 | -100.0% | -$72.34万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,060 | -100.0% | -$37.88万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,235 | -100.0% | -$33.14万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -3,238 | -100.0% | -$27.70万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,751 | -100.0% | -$26.61万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,648 | -100.0% | -$25.25万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,577 | -100.0% | -$21.76万 | 清仓 |
| AFG | AMERICAN FINL GROUP INC OHIO | $0 | 0.00% | 0 | -1,480 | -100.0% | -$20.23万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -570 | -100.0% | -$20.03万 | 清仓 |
| CVE | CENOVUS ENERGY INC | $0 | 0.00% | 0 | -10,724 | -100.0% | -$18.14万 | 清仓 |