Sovereign Financial Group, Inc.
STAMFORD CT · SEC CIK 0001846175
$5.76亿2026Q1 申报市值
365持仓数
35.7%前十大占比 · 第一大 5.9%
39 / 21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
DPZ 新建仓+$304.15万
APP 加仓+$250.34万
USO 新建仓+$174.85万
LNG 新建仓+$147.15万
BNDX 加仓+$139.47万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$175.71万
SGDM 减仓-$82.02万
IAU 减仓-$70.05万
IEMG 减仓-$67.04万
TBIL 减仓-$61.54万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $28.07万 | 0.05% | 2,286 | -1,585 | -40.9% | -$19.46万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $28.19万 | 0.05% | 4,891 | -1,130 | -18.8% | -$6.51万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $28.57万 | 0.05% | 1,960 | 1,960 | — | $28.57万 | 新建仓 |
| — | GRANITESHARES PLATINUM TR | $28.64万 | 0.05% | 15,147 | -5,143 | -25.3% | -$9.73万 | 减仓 |
| HRL | HORMEL FOODS CORP | $28.85万 | 0.05% | 12,739 | -120 | -0.9% | -$2,718 | 减仓 |
| PSX | PHILLIPS 66 | $29.04万 | 0.05% | 1,594 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $29.16万 | 0.05% | 3,782 | -41 | -1.1% | -$3,161 | 减仓 |
| ET | ENERGY TRANSFER L P | $29.20万 | 0.05% | 15,130 | -635 | -4.0% | -$1.23万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $29.25万 | 0.05% | 3,875 | -10,865 | -73.7% | -$82.02万 | 减仓 |
| PTLC | PACER FDS TR | $29.26万 | 0.05% | 5,577 | -190 | -3.3% | -$9,967 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $29.31万 | 0.05% | 1,005 | 19 | 1.9% | $5,542 | 加仓 |
| WMB | WILLIAMS COS INC | $29.67万 | 0.05% | 4,077 | 69 | 1.7% | $5,022 | 加仓 |
| ETN | EATON CORP PLC | $29.89万 | 0.05% | 836 | -126 | -13.1% | -$4.50万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $30.04万 | 0.05% | 6,084 | 2,270 | 59.5% | $11.21万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $30.47万 | 0.05% | 30,869 | 166 | 0.5% | $1,638 | 加仓 |
| BA | BOEING CO | $30.59万 | 0.05% | 1,537 | 115 | 8.1% | $2.29万 | 加仓 |
| KKR | KKR & CO INC | $30.65万 | 0.05% | 3,314 | -5 | -0.2% | -$462 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $31.08万 | 0.05% | 4,431 | -258 | -5.5% | -$1.81万 | 减仓 |
| IFRA | ISHARES TR | $31.53万 | 0.05% | 5,513 | -126 | -2.2% | -$7,207 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $31.80万 | 0.06% | 1,108 | 35 | 3.3% | $1.00万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $32.15万 | 0.06% | 3,624 | -861 | -19.2% | -$7.64万 | 减仓 |
| TQQQ | PROSHARES TR | $32.51万 | 0.06% | 7,800 | 550 | 7.6% | $2.29万 | 加仓 |
| MOAT | VANECK ETF TRUST | $32.55万 | 0.06% | 3,366 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $32.92万 | 0.06% | 2,494 | 295 | 13.4% | $3.89万 | 加仓 |
| IRM | IRON MTN INC DEL | $32.96万 | 0.06% | 3,227 | 28 | 0.9% | $2,860 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $33.02万 | 0.06% | 5,113 | 22 | 0.4% | $1,421 | 加仓 |
| — | HONEYWELL INTL INC | $33.29万 | 0.06% | 1,473 | -258 | -14.9% | -$5.83万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $33.62万 | 0.06% | 5,676 | -134 | -2.3% | -$7,936 | 减仓 |
| — | WISDOMTREE TR | $33.65万 | 0.06% | 4,691 | -1,336 | -22.2% | -$9.58万 | 减仓 |
| SHY | ISHARES TR | $33.77万 | 0.06% | 4,089 | 21 | 0.5% | $1,734 | 加仓 |
| MPC | MARATHON PETE CORP | $33.92万 | 0.06% | 1,389 | 22 | 1.6% | $5,372 | 加仓 |
| DGS | WISDOMTREE TR | $34.95万 | 0.06% | 5,815 | -3,993 | -40.7% | -$24.00万 | 减仓 |
| KR | KROGER CO | $35.17万 | 0.06% | 4,860 | 250 | 5.4% | $1.81万 | 加仓 |
| IEF | ISHARES TR | $35.27万 | 0.06% | 3,696 | 371 | 11.2% | $3.54万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $35.43万 | 0.06% | 4,157 | 45 | 1.1% | $3,835 | 加仓 |
| — | ALPHABET INC 看跌期权 | $35.83万 | 0.06% | 22,700 | -66,655 | -74.6% | -$105.22万 | 减仓 |
| ARKK | ARK ETF TR | $35.99万 | 0.06% | 5,325 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $36.10万 | 0.06% | 4,356 | 1,500 | 52.5% | $12.43万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $36.64万 | 0.06% | 537 | 47 | 9.6% | $3.21万 | 加仓 |
| DSI | ISHARES TR | $36.65万 | 0.06% | 3,024 | -123 | -3.9% | -$1.49万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $36.71万 | 0.06% | 8,235 | 10 | 0.1% | $446 | 加仓 |
| MP | MP MATERIALS CORP | $37.07万 | 0.06% | 7,682 | -2,567 | -25.0% | -$12.39万 | 减仓 |
| F | FORD MTR CO | $37.73万 | 0.07% | 32,693 | -133 | -0.4% | -$1,535 | 减仓 |
| RNG | RINGCENTRAL INC | $37.82万 | 0.07% | 10,170 | 409 | 4.2% | $1.52万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $38.00万 | 0.07% | 8,672 | 347 | 4.2% | $1.52万 | 加仓 |
| MO | ALTRIA GROUP INC | $38.01万 | 0.07% | 5,760 | 267 | 4.9% | $1.76万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $38.84万 | 0.07% | 13,946 | 936 | 7.2% | $2.61万 | 加仓 |
| IXUS | ISHARES TR | $39.34万 | 0.07% | 4,541 | -250 | -5.2% | -$2.17万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.74万 | 0.07% | 2,711 | 616 | 29.4% | $9.03万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $39.84万 | 0.07% | 8,788 | -12 | -0.1% | -$544 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $39.95万 | 0.07% | 1,477 | -690 | -31.8% | -$18.66万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $39.96万 | 0.07% | 3,052 | 84 | 2.8% | $1.10万 | 加仓 |
| H | HYATT HOTELS CORP | $40.18万 | 0.07% | 2,794 | 9 | 0.3% | $1,294 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $40.35万 | 0.07% | 3,749 | -318 | -7.8% | -$3.42万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $40.75万 | 0.07% | 1,907 | 85 | 4.7% | $1.82万 | 加仓 |
| — | SELECT MED HLDGS CORP | $41.04万 | 0.07% | 25,193 | -27 | -0.1% | -$440 | 减仓 |
| O | REALTY INCOME CORP | $41.43万 | 0.07% | 6,771 | 62 | 0.9% | $3,793 | 加仓 |
| PFE | PFIZER INC | $41.45万 | 0.07% | 14,762 | 304 | 2.1% | $8,536 | 加仓 |
| C | CITIGROUP INC | $41.59万 | 0.07% | 3,667 | 285 | 8.4% | $3.23万 | 加仓 |
| SUB | ISHARES TR | $42.37万 | 0.07% | 3,978 | 1,281 | 47.5% | $13.64万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $42.76万 | 0.07% | 7,291 | 0 | 0.0% | — | 不变 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $43.00万 | 0.07% | 20,045 | -284 | -1.4% | -$6,092 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $43.26万 | 0.08% | 20,198 | 526 | 2.7% | $1.13万 | 加仓 |
| TXN | TEXAS INSTRS INC | $43.29万 | 0.08% | 2,230 | 27 | 1.2% | $5,242 | 加仓 |
| NOBL | PROSHARES TR | $43.33万 | 0.08% | 4,088 | -119 | -2.8% | -$1.26万 | 减仓 |
| GM | GENERAL MTRS CO | $43.54万 | 0.08% | 5,844 | 1,013 | 21.0% | $7.55万 | 加仓 |
| DGRO | ISHARES TR | $43.93万 | 0.08% | 6,260 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $44.87万 | 0.08% | 4,655 | 92 | 2.0% | $8,867 | 加仓 |
| BX | BLACKSTONE INC | $45.34万 | 0.08% | 3,943 | 88 | 2.3% | $1.01万 | 加仓 |
| ESGU | ISHARES TR | $45.35万 | 0.08% | 3,207 | -86 | -2.6% | -$1.22万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.41万 | 0.08% | 537 | -8 | -1.5% | -$6,764 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $45.76万 | 0.08% | 15,003 | -1,734 | -10.4% | -$5.29万 | 减仓 |
| BE | BLOOM ENERGY CORP | $46.22万 | 0.08% | 3,411 | 1,079 | 46.3% | $14.62万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $46.53万 | 0.08% | 1,808 | -4 | -0.2% | -$1,029 | 减仓 |
| MINT | PIMCO ETF TR | $47.02万 | 0.08% | 4,676 | 717 | 18.1% | $7.21万 | 加仓 |
| HUBB | HUBBELL INC | $47.11万 | 0.08% | 960 | 4 | 0.4% | $1,963 | 加仓 |
| BLK | BLACKROCK INC | $47.52万 | 0.08% | 494 | 3 | 0.6% | $2,886 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $47.58万 | 0.08% | 14,219 | 2,087 | 17.2% | $6.98万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $47.93万 | 0.08% | 9,890 | -85 | -0.9% | -$4,119 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.76万 | 0.08% | 15,894 | -145 | -0.9% | -$4,448 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.83万 | 0.08% | 3,338 | -2,862 | -46.2% | -$41.87万 | 减仓 |
| GOVT | ISHARES TR | $49.09万 | 0.09% | 21,426 | 21,426 | — | $49.09万 | 新建仓 |
| DTE | DTE ENERGY CO | $49.10万 | 0.09% | 3,358 | -1 | -0.0% | -$146 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $49.53万 | 0.09% | 22,492 | 22,492 | — | $49.53万 | 新建仓 |
| CMI | CUMMINS INC | $49.77万 | 0.09% | 925 | 6 | 0.7% | $3,228 | 加仓 |
| IBMR | ISHARES TR | $49.82万 | 0.09% | 19,654 | 19,654 | — | $49.82万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $49.83万 | 0.09% | 1,272 | 209 | 19.7% | $8.19万 | 加仓 |
| IBMQ | ISHARES TR | $49.94万 | 0.09% | 19,561 | 19,561 | — | $49.94万 | 新建仓 |
| IBMO | ISHARES TR | $49.98万 | 0.09% | 19,500 | 19,500 | — | $49.98万 | 新建仓 |
| IBMP | ISHARES TR | $50.08万 | 0.09% | 19,685 | 19,685 | — | $50.08万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $50.38万 | 0.09% | 1,474 | 45 | 3.1% | $1.54万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $50.73万 | 0.09% | 1,719 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $51.20万 | 0.09% | 3,751 | -19 | -0.5% | -$2,593 | 减仓 |
| INTC | INTEL CORP | $53.04万 | 0.09% | 12,019 | 241 | 2.0% | $1.06万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $53.69万 | 0.09% | 4,676 | -378 | -7.5% | -$4.34万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $53.76万 | 0.09% | 11,125 | 15 | 0.1% | $725 | 加仓 |
| IAGG | ISHARES TR | $53.82万 | 0.09% | 10,755 | 536 | 5.2% | $2.68万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $53.85万 | 0.09% | 7,420 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $53.92万 | 0.09% | 21,482 | 13 | 0.1% | $326 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $54.43万 | 0.09% | 3,292 | 269 | 8.9% | $4.45万 | 加仓 |