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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $26.62万 | 0.03% | 1,194 | 1,194 | — | $26.62万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $26.02万 | 0.03% | 2,778 | 2,778 | — | $26.02万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.59万 | 0.03% | 859 | 859 | — | $25.59万 | 新建仓 |
| C | CITIGROUP INC | $25.52万 | 0.03% | 1,824 | -68 | -3.6% | -$9,515 | 减仓 |
| GLD | SPDR GOLD TR | $25.34万 | 0.03% | 688 | -236 | -25.5% | -$8.69万 | 重新持有 |
| APO | APOLLO GLOBAL MGMT INC | $25.10万 | 0.03% | 2,121 | 147 | 7.4% | $1.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $24.78万 | 0.02% | 1,811 | 1,811 | — | $24.78万 | 新建仓 |
| IR | INGERSOLL RAND INC | $24.77万 | 0.02% | 3,021 | -691 | -18.6% | -$5.67万 | 减仓 |
| PFE | PFIZER INC | $24.67万 | 0.02% | 10,245 | -24 | -0.2% | -$578 | 减仓 |
| SRE | SEMPRA | $24.52万 | 0.02% | 2,645 | -806 | -23.4% | -$7.47万 | 减仓 |
| DIS | DISNEY WALT CO | $24.05万 | 0.02% | 2,499 | 263 | 11.8% | $2.53万 | 加仓 |
| OKE | ONEOK INC NEW | $23.54万 | 0.02% | 2,707 | 2,707 | — | $23.54万 | 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 |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.25万 | 0.02% | 1,302 | 1,302 | — | $22.25万 | 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 |
| CSX | CSX CORP | $21.71万 | 0.02% | 4,567 | 4,567 | — | $21.71万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.30万 | 0.02% | 2,739 | 3 | 0.1% | $233 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.23万 | 0.02% | 5,758 | 5,758 | — | $21.23万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $20.78万 | 0.02% | 777 | 777 | — | $20.78万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $20.51万 | 0.02% | 758 | 758 | — | $20.51万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $20.46万 | 0.02% | 1,355 | 1,355 | — | $20.46万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $20.07万 | 0.02% | 5,903 | -2,282 | -27.9% | -$7.76万 | 重新持有 |
| AUR | AURORA INNOVATION INC | $12.74万 | 0.01% | 18,679 | 789 | 4.4% | $5,381 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.22万 | 0.01% | 19,087 | 1,000 | 5.5% | $5,880 | 加仓 |
| 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 |