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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | $7,665.83万 | 7.71% | 3,439,135 | 213,145 | 6.6% | $475.10万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,095.56万 | 5.13% | 1,034,001 | 14,405 | 1.4% | $70.99万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4,686.12万 | 4.71% | 1,053,533 | 57,476 | 5.8% | $255.65万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,457.30万 | 4.48% | 521,383 | 7,992 | 1.6% | $68.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,066.96万 | 4.09% | 59,215 | -30,424 | -33.9% | -$2,089.56万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $3,329.50万 | 3.35% | 810,097 | 32,903 | 4.2% | $135.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,245.30万 | 3.26% | 713,409 | 41,695 | 6.2% | $189.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,813.66万 | 2.83% | 887,309 | -175,529 | -16.5% | -$556.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,769.76万 | 2.79% | 818,488 | 131,870 | 19.2% | $446.25万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,306.62万 | 2.32% | 456,124 | 29,400 | 6.9% | $148.68万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,268.99万 | 2.28% | 258,192 | 239,933 | 1,314.1% | $2,108.53万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,151.71万 | 2.16% | 455,871 | 71,741 | 18.7% | $338.62万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,136.73万 | 2.15% | 617,195 | -5,434 | -0.9% | -$18.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,953.75万 | 1.97% | 89,650 | -3,397 | -3.7% | -$74.03万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,853.18万 | 1.86% | 314,204 | 125,870 | 66.8% | $742.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,852.36万 | 1.86% | 126,320 | 4,696 | 3.9% | $68.86万 | 加仓 |
| AAPL | APPLE INC | $1,813.86万 | 1.82% | 62,685 | 916 | 1.5% | $26.51万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1,676.40万 | 1.69% | 510,787 | 41,449 | 8.8% | $136.04万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $1,610.31万 | 1.62% | 321,483 | 12,010 | 3.9% | $60.16万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,554.96万 | 1.56% | 367,342 | 20,283 | 5.8% | $85.86万 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $1,528.42万 | 1.54% | 348,557 | -6,933 | -2.0% | -$30.40万 | 减仓 |
| SGOV | ISHARES TR | $1,492.30万 | 1.50% | 148,237 | 148,237 | — | $1,492.30万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $1,415.41万 | 1.42% | 183,265 | 183,265 | — | $1,415.41万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,396.49万 | 1.40% | 383,755 | 23,008 | 6.4% | $83.73万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,355.26万 | 1.36% | 526,722 | 36,740 | 7.5% | $94.53万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,208.80万 | 1.22% | 442,298 | 28,672 | 6.9% | $78.36万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,195.62万 | 1.20% | 162,869 | 8,998 | 5.8% | $66.05万 | 加仓 |
| AVGO | BROADCOM INC | $1,163.03万 | 1.17% | 30,788 | 51 | 0.2% | $1.93万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,156.19万 | 1.16% | 252,996 | 13,475 | 5.6% | $61.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,135.78万 | 1.14% | 56,763 | 6,726 | 13.4% | $134.58万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,102.87万 | 1.11% | 46,609 | 1,552 | 3.4% | $36.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,047.83万 | 1.05% | 28,090 | 203 | 0.7% | $7.57万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1,007.73万 | 1.01% | 305,649 | 18,044 | 6.3% | $59.49万 | 加仓 |
| GOOG | ALPHABET INC | $938.99万 | 0.94% | 26,575 | 160 | 0.6% | $5.65万 | 加仓 |
| THYF | T ROWE PRICE EXCHANGE-TRADED | $921.01万 | 0.93% | 178,611 | -9,139 | -4.9% | -$47.13万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $901.43万 | 0.91% | 192,458 | 15,410 | 8.7% | $72.18万 | 加仓 |
| AMZN | AMAZON COM INC | $847.04万 | 0.85% | 35,539 | 269 | 0.8% | $6.41万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $750.56万 | 0.75% | 200,363 | 10,453 | 5.5% | $39.16万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $678.55万 | 0.68% | 20,730 | -95 | -0.5% | -$3.11万 | 减仓 |
| IJH | ISHARES TR | $646.96万 | 0.65% | 83,901 | 90 | 0.1% | $6,940 | 加仓 |
| GOOGL | ALPHABET INC | $575.99万 | 0.58% | 16,117 | 873 | 5.7% | $31.20万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $535.06万 | 0.54% | 28,900 | -364 | -1.2% | -$6.74万 | 减仓 |
| META | META PLATFORMS INC | $529.31万 | 0.53% | 9,397 | 1,064 | 12.8% | $59.93万 | 加仓 |
| LLY | ELI LILLY & CO | $507.99万 | 0.51% | 4,235 | 38 | 0.9% | $4.56万 | 加仓 |
| GE | GE AEROSPACE | $456.61万 | 0.46% | 12,218 | -492 | -3.9% | -$18.39万 | 减仓 |
| RTX | RTX CORPORATION | $379.89万 | 0.38% | 20,023 | -3,148 | -13.6% | -$59.73万 | 减仓 |
| V | VISA INC | $364.49万 | 0.37% | 10,624 | -842 | -7.3% | -$28.89万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $353.40万 | 0.36% | 7,400 | 586 | 8.6% | $27.99万 | 加仓 |
| HD | HOME DEPOT INC | $353.11万 | 0.36% | 10,012 | -1,231 | -10.9% | -$43.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $315.52万 | 0.32% | 2,733 | -149 | -5.2% | -$17.20万 | 减仓 |
| CAT | CATERPILLAR INC | $259.11万 | 0.26% | 2,433 | -6 | -0.2% | -$6,390 | 减仓 |
| FFBC | 1ST FINL BANCORP | $253.96万 | 0.26% | 75,071 | -52 | -0.1% | -$1,759 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $251.33万 | 0.25% | 2,485 | -37 | -1.5% | -$3.74万 | 减仓 |
| TSLA | TESLA INC | $246.51万 | 0.25% | 5,861 | -316 | -5.1% | -$13.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $242.42万 | 0.24% | 13,400 | 521 | 4.0% | $9.43万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $223.64万 | 0.22% | 77,225 | -2,413 | -3.0% | -$6.99万 | 减仓 |
| LIN | LINDE PLC | $216.69万 | 0.22% | 4,176 | -128 | -3.0% | -$6.64万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $211.17万 | 0.21% | 34,193 | -460 | -1.3% | -$2.84万 | 减仓 |
| AMAT | APPLIED MATLS INC | $207.63万 | 0.21% | 2,872 | -279 | -8.9% | -$20.17万 | 减仓 |
| ABBV | ABBVIE INC | $207.51万 | 0.21% | 8,246 | 268 | 3.4% | $6.74万 | 加仓 |
| AGG | ISHARES TR | $206.65万 | 0.21% | 20,878 | -86,197 | -80.5% | -$853.18万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $205.27万 | 0.21% | 23,388 | 70 | 0.3% | $6,144 | 加仓 |
| CSCO | CISCO SYS INC | $188.71万 | 0.19% | 16,066 | 1,654 | 11.5% | $19.43万 | 加仓 |
| AMGN | AMGEN INC | $184.82万 | 0.19% | 5,104 | -339 | -6.2% | -$12.28万 | 减仓 |
| WMT | WALMART INC | $183.36万 | 0.18% | 16,190 | 207 | 1.3% | $2.34万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $171.07万 | 0.17% | 5,388 | 415 | 8.3% | $13.18万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $168.89万 | 0.17% | 23,026 | -918 | -3.8% | -$6.73万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $168.61万 | 0.17% | 4,057 | 2 | 0.0% | $831 | 加仓 |
| CVX | CHEVRON CORPORATION | $168.26万 | 0.17% | 10,151 | 575 | 6.0% | $9.53万 | 加仓 |
| INTC | INTEL CORP | $166.76万 | 0.17% | 11,943 | 1,836 | 18.2% | $25.64万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $162.46万 | 0.16% | 4,803 | -889 | -15.6% | -$30.07万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $160.91万 | 0.16% | 58,578 | -980 | -1.6% | -$2.69万 | 减仓 |
| MRK | MERCK & CO INC | $159.27万 | 0.16% | 12,395 | 1,532 | 14.1% | $19.69万 | 加仓 |
| MCD | MCDONALDS CORP | $155.62万 | 0.16% | 5,757 | -540 | -8.6% | -$14.60万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $155.10万 | 0.16% | 12,253 | -226 | -1.8% | -$2.86万 | 减仓 |
| KLAC | KLA CORP | $148.00万 | 0.15% | 4,905 | 435 | 9.7% | $13.13万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $146.60万 | 0.15% | 2,854 | 164 | 6.1% | $8.42万 | 加仓 |
| TJX | TJX COS INC NEW | $144.23万 | 0.15% | 9,520 | -353 | -3.6% | -$5.35万 | 减仓 |
| GEV | GE VERNOVA INC | $142.63万 | 0.14% | 1,214 | 72 | 6.3% | $8.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $139.13万 | 0.14% | 4,947 | -276 | -5.3% | -$7.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $138.00万 | 0.14% | 1,848 | 9 | 0.5% | $6,721 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $135.49万 | 0.14% | 18,776 | 2,246 | 13.6% | $16.21万 | 加仓 |
| BAC | BANK OF AMER CORP | $133.91万 | 0.13% | 23,502 | 363 | 1.6% | $2.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $131.81万 | 0.13% | 2,269 | 111 | 5.1% | $6.45万 | 加仓 |
| MS | MORGAN STANLEY | $129.51万 | 0.13% | 6,196 | 464 | 8.1% | $9.70万 | 加仓 |
| NFLX | NETFLIX INC. | $129.33万 | 0.13% | 18,113 | 231 | 1.3% | $1.65万 | 加仓 |
| KO | COCA COLA CO | $128.62万 | 0.13% | 15,827 | 2,804 | 21.5% | $22.79万 | 加仓 |
| CME | CME GROUP INC | $127.58万 | 0.13% | 5,777 | 1,332 | 30.0% | $29.42万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $122.74万 | 0.12% | 2,471 | -26 | -1.0% | -$1.29万 | 减仓 |
| — | EXXON MOBIL CORP | $121.97万 | 0.12% | 8,921 | 246 | 2.8% | $3.36万 | 加仓 |
| SBUX | STARBUCKS CORP | $119.12万 | 0.12% | 11,657 | 694 | 6.3% | $7.09万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $117.79万 | 0.12% | 15,418 | 15,418 | — | $117.79万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $116.95万 | 0.12% | 12,762 | 3,023 | 31.0% | $27.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $115.47万 | 0.12% | 12,726 | -2,544 | -16.7% | -$23.08万 | 减仓 |
| SPGI | S&P GLOBAL INC | $111.97万 | 0.11% | 2,749 | -121 | -4.2% | -$4.93万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $103.42万 | 0.10% | 4,200 | -330 | -7.3% | -$8.13万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $102.70万 | 0.10% | 771 | 5 | 0.7% | $6,660 | 加仓 |
| QQQ | INVESCO QQQ TR | $101.06万 | 0.10% | 1,372 | 24 | 1.8% | $1.77万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $99.98万 | 0.10% | 15,898 | 8,213 | 106.9% | $51.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.98万 | 0.10% | 1,998 | 28 | 1.4% | $1.40万 | 加仓 |