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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7,206.86万 | 8.22% | 3,225,990 | 175,445 | 5.8% | $391.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,356.36万 | 6.11% | 89,639 | -2,973 | -3.2% | -$177.65万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,337.36万 | 4.95% | 1,019,596 | -301,772 | -22.8% | -$1,283.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,958.76万 | 4.52% | 513,391 | 2,464 | 0.5% | $19.00万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,826.85万 | 4.37% | 996,057 | 29,518 | 3.1% | $113.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,260.79万 | 3.72% | 1,062,838 | 883 | 0.1% | $2.71万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,064.36万 | 3.50% | 671,714 | 17,732 | 2.7% | $80.89万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $2,766.03万 | 3.16% | 777,194 | 35,329 | 4.8% | $125.74万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,159.65万 | 2.46% | 426,724 | 7,904 | 1.9% | $40.00万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,000.12万 | 2.28% | 686,618 | 13,208 | 2.0% | $38.47万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,836.13万 | 2.10% | 622,629 | 10,825 | 1.8% | $31.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,825.58万 | 2.08% | 93,047 | 1,187 | 1.3% | $23.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,756.74万 | 2.00% | 121,624 | 5,260 | 4.5% | $75.98万 | 加仓 |
| AAPL | APPLE INC | $1,567.63万 | 1.79% | 61,769 | 1,180 | 1.9% | $29.95万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,543.82万 | 1.76% | 384,130 | 29,065 | 8.2% | $116.81万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1,399.10万 | 1.60% | 469,338 | 469,338 | — | $1,399.10万 | 新建仓 |
| TCHP | T ROWE PRICE ETF INC | $1,367.25万 | 1.56% | 309,473 | 12,569 | 4.2% | $55.53万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $1,303.58万 | 1.49% | 355,490 | 9,511 | 2.7% | $34.88万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,263.66万 | 1.44% | 489,982 | 34,114 | 7.5% | $87.98万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,194.43万 | 1.36% | 360,747 | -14,481 | -3.9% | -$47.95万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,158.13万 | 1.32% | 347,059 | -4,404 | -1.3% | -$14.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,133.10万 | 1.29% | 153,871 | -2,788 | -1.8% | -$20.53万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,126.30万 | 1.29% | 413,626 | 32,881 | 8.6% | $89.53万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,121.53万 | 1.28% | 188,334 | 4,511 | 2.5% | $26.86万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,074.25万 | 1.23% | 239,521 | 7,449 | 3.2% | $33.41万 | 加仓 |
| AGG | ISHARES TR | $1,062.94万 | 1.21% | 107,075 | -4,127 | -3.7% | -$40.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,032.31万 | 1.18% | 27,887 | 2,353 | 9.2% | $87.10万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $968.99万 | 1.11% | 45,057 | 827 | 1.9% | $17.79万 | 加仓 |
| THYF | T ROWE PRICE ETF INC | $957.62万 | 1.09% | 187,750 | 4,359 | 2.4% | $22.23万 | 加仓 |
| AVGO | BROADCOM INC | $951.35万 | 1.09% | 30,737 | 1,617 | 5.6% | $50.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $872.65万 | 1.00% | 50,037 | 5,683 | 12.8% | $99.11万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $844.41万 | 0.96% | 287,605 | 46,884 | 19.5% | $137.65万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $832.43万 | 0.95% | 177,048 | 7,166 | 4.2% | $33.69万 | 加仓 |
| GOOG | ALPHABET INC | $757.75万 | 0.86% | 26,415 | 1,191 | 4.7% | $34.17万 | 加仓 |
| AMZN | AMAZON COM INC | $734.57万 | 0.84% | 35,270 | 3,370 | 10.6% | $70.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $612.58万 | 0.70% | 20,825 | -2 | -0.0% | -$588 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $599.55万 | 0.68% | 189,910 | 9,113 | 5.0% | $28.77万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $567.66万 | 0.65% | 277,954 | 2,500 | 0.9% | $5.11万 | 加仓 |
| IJH | ISHARES TR | $565.97万 | 0.65% | 83,811 | -1,866 | -2.2% | -$12.60万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $542.95万 | 0.62% | 276,660 | 2,382 | 0.9% | $4.67万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $539.12万 | 0.62% | 276,045 | 2,432 | 0.9% | $4.75万 | 加仓 |
| META | META PLATFORMS INC | $476.73万 | 0.54% | 8,333 | -86 | -1.0% | -$4.92万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $460.47万 | 0.53% | 29,264 | 466 | 1.6% | $7.33万 | 加仓 |
| RTX | RTX CORPORATION | $446.98万 | 0.51% | 23,171 | -1,801 | -7.2% | -$34.74万 | 减仓 |
| GOOGL | ALPHABET INC | $438.36万 | 0.50% | 15,244 | 950 | 6.6% | $27.32万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $423.75万 | 0.48% | 227,085 | 3,497 | 1.6% | $6.53万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $407.24万 | 0.46% | 243,575 | 7,801 | 3.3% | $13.04万 | 加仓 |
| LLY | ELI LILLY & CO | $386.01万 | 0.44% | 4,197 | 352 | 9.2% | $32.37万 | 加仓 |
| HD | HOME DEPOT INC | $369.75万 | 0.42% | 11,243 | -250 | -2.2% | -$8.22万 | 减仓 |
| GE | GE AEROSPACE | $360.68万 | 0.41% | 12,710 | -444 | -3.4% | -$12.60万 | 减仓 |
| V | VISA INC | $346.54万 | 0.40% | 11,466 | -868 | -7.0% | -$26.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $230.28万 | 0.26% | 6,814 | 448 | 7.0% | $15.14万 | 加仓 |
| TSLA | TESLA INC | $229.63万 | 0.26% | 6,177 | 222 | 3.7% | $8.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $216.58万 | 0.25% | 23,318 | 312 | 1.4% | $2.90万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $213.40万 | 0.24% | 2,522 | -86 | -3.3% | -$7.28万 | 减仓 |
| LIN | LINDE PLC | $213.40万 | 0.24% | 4,304 | 360 | 9.1% | $17.85万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $212.94万 | 0.24% | 12,879 | 2,400 | 22.9% | $39.68万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $209.44万 | 0.24% | 75,123 | -362 | -0.5% | -$1.01万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $202.61万 | 0.23% | 34,653 | 2,320 | 7.2% | $13.56万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $199.89万 | 0.23% | 79,638 | -11,007 | -12.1% | -$27.63万 | 减仓 |
| WMT | WALMART INC | $198.64万 | 0.23% | 15,983 | 869 | 5.7% | $10.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $198.13万 | 0.23% | 9,576 | 1,663 | 21.0% | $34.41万 | 加仓 |
| MCD | MCDONALDS CORP | $195.71万 | 0.22% | 6,297 | -144 | -2.2% | -$4.48万 | 减仓 |
| AMGN | AMGEN INC | $191.52万 | 0.22% | 5,443 | 115 | 2.2% | $4.05万 | 加仓 |
| ABBV | ABBVIE INC | $173.52万 | 0.20% | 7,978 | 284 | 3.7% | $6.18万 | 加仓 |
| CAT | CATERPILLAR INC | $172.80万 | 0.20% | 2,439 | -551 | -18.4% | -$39.04万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $172.16万 | 0.20% | 5,692 | -158 | -2.7% | -$4.78万 | 减仓 |
| NFLX | NETFLIX INC. | $171.94万 | 0.20% | 17,882 | 2,676 | 17.6% | $25.73万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $163.41万 | 0.19% | 12,479 | 222 | 1.8% | $2.91万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $161.70万 | 0.18% | 59,558 | 5,166 | 9.5% | $14.03万 | 加仓 |
| TJX | TJX COS INC NEW | $157.67万 | 0.18% | 9,873 | -298 | -2.9% | -$4.76万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $156.78万 | 0.18% | 15,270 | -1,326 | -8.0% | -$13.61万 | 减仓 |
| — | EXXON MOBIL CORP | $147.19万 | 0.17% | 8,675 | 1,382 | 18.9% | $23.45万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $139.76万 | 0.16% | 18,259 | 7,931 | 76.8% | $60.71万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $136.86万 | 0.16% | 4,973 | 556 | 12.6% | $15.30万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $134.83万 | 0.15% | 23,944 | -890 | -3.6% | -$5.01万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $134.42万 | 0.15% | 2,690 | 530 | 24.5% | $26.48万 | 加仓 |
| CME | CME GROUP INC | $131.28万 | 0.15% | 4,445 | -3,591 | -44.7% | -$106.06万 | 减仓 |
| MRK | MERCK & CO INC | $130.68万 | 0.15% | 10,863 | -1,814 | -14.3% | -$21.82万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $126.60万 | 0.14% | 5,223 | -513 | -8.9% | -$12.43万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $122.37万 | 0.14% | 24,528 | 2,015 | 9.0% | $10.05万 | 加仓 |
| SPGI | S&P GLOBAL INC | $122.08万 | 0.14% | 2,870 | 42 | 1.5% | $1.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $119.57万 | 0.14% | 1,839 | -585 | -24.1% | -$38.04万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $118.90万 | 0.14% | 16,530 | 2,560 | 18.3% | $18.41万 | 加仓 |
| BAC | BANK AMERICA CORP | $112.80万 | 0.13% | 23,139 | -1,017 | -4.2% | -$4.96万 | 减仓 |
| CSCO | CISCO SYS INC | $111.82万 | 0.13% | 14,412 | 5,908 | 69.5% | $45.84万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $111.50万 | 0.13% | 2,497 | 491 | 24.5% | $21.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.74万 | 0.13% | 4,055 | 978 | 31.8% | $26.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $107.69万 | 0.12% | 3,151 | 706 | 28.9% | $24.13万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $99.95万 | 0.11% | 5,763 | -790 | -12.1% | -$13.70万 | 减仓 |
| GEV | GE VERNOVA INC | $99.69万 | 0.11% | 1,142 | 73 | 6.8% | $6.37万 | 加仓 |
| KO | COCA COLA CO | $99.04万 | 0.11% | 13,023 | 49 | 0.4% | $3,726 | 加仓 |
| SBUX | STARBUCKS CORP | $98.22万 | 0.11% | 10,963 | 2,416 | 28.3% | $21.64万 | 加仓 |
| TRP | TC ENERGY CORP | $97.55万 | 0.11% | 15,583 | -2,885 | -15.6% | -$18.06万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $97.36万 | 0.11% | 2,882 | -499 | -14.8% | -$16.86万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $96.67万 | 0.11% | 36,786 | 7,620 | 26.1% | $20.03万 | 加仓 |
| KR | KROGER CO | $95.84万 | 0.11% | 13,245 | -225 | -1.7% | -$1.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.40万 | 0.11% | 1,970 | 84 | 4.5% | $4.03万 | 加仓 |
| MS | MORGAN STANLEY | $94.32万 | 0.11% | 5,732 | -209 | -3.5% | -$3.44万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $94.26万 | 0.11% | 4,530 | 134 | 3.0% | $2.79万 | 加仓 |