Sovereign Financial Group, Inc.
STAMFORD CT · SEC CIK 0001846175
$6.54亿2026Q2 申报市值
386持仓数
36.4%前十大占比 · 第一大 5.8%
36 / 21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
IVV 加仓+$266.76万
DELL 新建仓+$111.37万
CORO 新建仓+$94.18万
IUSB 加仓+$92.00万
BNDX 加仓+$75.73万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$146.62万
SPY 减仓-$137.55万
EFV 减仓-$112.22万
MU 减仓-$110.93万
QUAL 清仓-$104.75万
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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $59.11万 | 0.09% | 1,983 | -247 | -11.1% | -$7.36万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $59.05万 | 0.09% | 17,230 | 3,011 | 21.2% | $10.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.03万 | 0.09% | 13,941 | 814 | 6.2% | $3.45万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $58.23万 | 0.09% | 1,719 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $57.21万 | 0.09% | 3,708 | 1,748 | 89.2% | $26.97万 | 加仓 |
| IXUS | ISHARES TR | $56.75万 | 0.09% | 5,946 | 1,405 | 30.9% | $13.41万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $56.09万 | 0.09% | 1,831 | 23 | 1.3% | $7,045 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $56.03万 | 0.09% | 22,200 | -200 | -0.9% | -$5,048 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $56.01万 | 0.09% | 11,957 | -92 | -0.8% | -$4,309 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $55.83万 | 0.09% | 6,755 | 151 | 2.3% | $1.25万 | 加仓 |
| LOW | LOWES COS INC | $55.58万 | 0.08% | 2,521 | -16 | -0.6% | -$3,528 | 减仓 |
| PEP | PEPSICO INC | $54.94万 | 0.08% | 4,058 | -34 | -0.8% | -$4,604 | 减仓 |
| H | HYATT HOTELS CORP | $54.31万 | 0.08% | 2,802 | 8 | 0.3% | $1,551 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $54.26万 | 0.08% | 16,034 | -9,968 | -38.3% | -$33.73万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.83万 | 0.08% | 16,661 | 767 | 4.8% | $2.43万 | 加仓 |
| C | CITIGROUP INC | $52.10万 | 0.08% | 3,723 | 56 | 1.5% | $7,837 | 加仓 |
| SNDK | SANDISK CORP | $51.61万 | 0.08% | 227 | 227 | — | $51.61万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $50.49万 | 0.08% | 22,492 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $50.11万 | 0.08% | 21,618 | 1,420 | 7.0% | $3.29万 | 加仓 |
| IBMP | ISHARES TR | $50.04万 | 0.08% | 19,685 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $50.04万 | 0.08% | 19,561 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $50.00万 | 0.08% | 19,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $49.96万 | 0.08% | 494 | -43 | -8.0% | -$4.35万 | 减仓 |
| IBMR | ISHARES TR | $49.90万 | 0.08% | 19,654 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $49.84万 | 0.08% | 1,673 | 1,673 | — | $49.84万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $49.71万 | 0.08% | 9,036 | -854 | -8.6% | -$4.70万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $48.94万 | 0.07% | 7,291 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $48.10万 | 0.07% | 34,604 | 1,911 | 5.8% | $2.66万 | 加仓 |
| DSI | ISHARES TR | $48.01万 | 0.07% | 3,372 | 348 | 11.5% | $4.96万 | 加仓 |
| DTE | DTE ENERGY CO | $48.00万 | 0.07% | 3,150 | -208 | -6.2% | -$3.17万 | 减仓 |
| BLK | BLACKROCK INC | $46.55万 | 0.07% | 484 | -10 | -2.0% | -$9,618 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $46.43万 | 0.07% | 727 | -750 | -50.8% | -$47.90万 | 减仓 |
| NOBL | PROSHARES TR | $46.12万 | 0.07% | 8,213 | 37 | 0.5% | $2,078 | 加仓 |
| BX | BLACKSTONE INC | $46.02万 | 0.07% | 3,911 | -32 | -0.8% | -$3,765 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $45.94万 | 0.07% | 13,799 | -3,156 | -18.6% | -$10.51万 | 减仓 |
| MXL | MAXLINEAR INC | $45.64万 | 0.07% | 3,565 | 3,565 | — | $45.64万 | 新建仓 |
| SGOL | ETFS GOLD TR | $45.14万 | 0.07% | 11,807 | -1,238 | -9.5% | -$4.73万 | 减仓 |
| NFLX | NETFLIX INC. | $45.12万 | 0.07% | 6,320 | -453 | -6.7% | -$3.23万 | 减仓 |
| SUB | ISHARES TR | $44.90万 | 0.07% | 4,217 | 239 | 6.0% | $2.54万 | 加仓 |
| KLAC | KLA CORP | $44.36万 | 0.07% | 1,470 | 1,470 | — | $44.36万 | 新建仓 |
| GM | GENERAL MTRS CO | $44.34万 | 0.07% | 5,752 | -92 | -1.6% | -$7,092 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $44.16万 | 0.07% | 5,509 | 1,078 | 24.3% | $8.64万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $44.16万 | 0.07% | 9,256 | -2,905 | -23.9% | -$13.86万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $43.86万 | 0.07% | 4,936 | 580 | 13.3% | $5.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $43.55万 | 0.07% | 2,628 | -280 | -9.6% | -$4.64万 | 减仓 |
| ARKK | ARK ETF TR | $43.44万 | 0.07% | 5,375 | 50 | 0.9% | $4,041 | 加仓 |
| DIS | DISNEY WALT CO | $42.60万 | 0.07% | 4,426 | -229 | -4.9% | -$2.20万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $42.56万 | 0.07% | 8,747 | -41 | -0.5% | -$1,995 | 减仓 |
| O | REALTY INCOME CORP | $41.96万 | 0.06% | 6,772 | 1 | 0.0% | $62 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $41.89万 | 0.06% | 2,640 | -71 | -2.6% | -$1.13万 | 减仓 |
| HUBB | HUBBELL INC | $41.80万 | 0.06% | 799 | -161 | -16.8% | -$8.42万 | 减仓 |
| — | SELECT MED HLDGS CORP | $41.60万 | 0.06% | 25,195 | 2 | 0.0% | $33 | 加仓 |
| IRM | IRON MTN INC DEL | $39.76万 | 0.06% | 3,148 | -79 | -2.4% | -$9,978 | 减仓 |
| RNG | RINGCENTRAL INC | $39.59万 | 0.06% | 10,156 | -14 | -0.1% | -$546 | 减仓 |
| MO | ALTRIA GROUP INC | $39.46万 | 0.06% | 5,485 | -275 | -4.8% | -$1.98万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $38.82万 | 0.06% | 7,720 | 7,720 | — | $38.82万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.56万 | 0.06% | 807 | -15 | -1.8% | -$7,167 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $38.52万 | 0.06% | 3,150 | -599 | -16.0% | -$7.33万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $38.45万 | 0.06% | 8,063 | -609 | -7.0% | -$2.90万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.41万 | 0.06% | 3,292 | -46 | -1.4% | -$5,367 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $38.23万 | 0.06% | 9,526 | 9,526 | — | $38.23万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $38.20万 | 0.06% | 8,516 | 281 | 3.4% | $1.26万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $38.14万 | 0.06% | 3,013 | -39 | -1.3% | -$4,937 | 减仓 |
| SPMD | SPDR SERIES TRUST | $37.99万 | 0.06% | 5,623 | -53 | -0.9% | -$3,581 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $37.82万 | 0.06% | 7,356 | 7,356 | — | $37.82万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $37.42万 | 0.06% | 3,702 | 3,702 | — | $37.42万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $37.22万 | 0.06% | 4,060 | -97 | -2.3% | -$8,894 | 减仓 |
| ANET | ARISTA NETWORKS INC | $36.30万 | 0.06% | 2,137 | -149 | -6.5% | -$2.53万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $35.23万 | 0.05% | 1,884 | 1,884 | — | $35.23万 | 新建仓 |
| MPC | MARATHON PETE CORP | $35.21万 | 0.05% | 1,377 | -12 | -0.9% | -$3,068 | 减仓 |
| BA | BOEING CO | $35.09万 | 0.05% | 1,621 | 84 | 5.5% | $1.82万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $35.07万 | 0.05% | 5,133 | 20 | 0.4% | $1,367 | 加仓 |
| IFRA | ISHARES TR | $34.75万 | 0.05% | 5,513 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $34.69万 | 0.05% | 4,808 | 986 | 25.8% | $7.11万 | 加仓 |
| DGS | WISDOMTREE TR | $34.51万 | 0.05% | 5,333 | -482 | -8.3% | -$3.12万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.31万 | 0.05% | 11,033 | -2,913 | -20.9% | -$9.06万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $34.10万 | 0.05% | 1,084 | -24 | -2.2% | -$7,550 | 减仓 |
| SHY | ISHARES TR | $33.90万 | 0.05% | 4,128 | 39 | 1.0% | $3,202 | 加仓 |
| ETN | EATON CORP PLC | $33.85万 | 0.05% | 794 | -42 | -5.0% | -$1.79万 | 减仓 |
| ICVT | ISHARES TR | $33.84万 | 0.05% | 2,780 | 212 | 8.3% | $2.58万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $33.56万 | 0.05% | 9,642 | -5,361 | -35.7% | -$18.66万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $33.14万 | 0.05% | 1,004 | -1 | -0.1% | -$330 | 减仓 |
| USXF | ISHARES TR | $32.95万 | 0.05% | 4,744 | 658 | 16.1% | $4.57万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $32.75万 | 0.05% | 2,763 | 4 | 0.1% | $474 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $32.75万 | 0.05% | 30,892 | 23 | 0.1% | $244 | 加仓 |
| HRL | HORMEL FOODS CORP | $32.73万 | 0.05% | 13,189 | 450 | 3.5% | $1.12万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $32.26万 | 0.05% | 5,001 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $32.25万 | 0.05% | 5,536 | -41 | -0.7% | -$2,389 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $31.85万 | 0.05% | 934 | 934 | — | $31.85万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $31.46万 | 0.05% | 3,095 | -225 | -6.8% | -$2.29万 | 减仓 |
| PSA | PUBLIC STORAGE | $31.23万 | 0.05% | 981 | -17 | -1.7% | -$5,411 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $30.93万 | 0.05% | 5,245 | 816 | 18.4% | $4.81万 | 加仓 |
| ET | ENERGY TRANSFER L P | $30.84万 | 0.05% | 16,130 | 1,000 | 6.6% | $1.91万 | 加仓 |
| IEF | ISHARES TR | $30.70万 | 0.05% | 3,246 | -450 | -12.2% | -$4.26万 | 减仓 |
| EAGG | ISHARES TR | $30.48万 | 0.05% | 6,429 | 6,429 | — | $30.48万 | 新建仓 |
| PFE | PFIZER INC | $30.35万 | 0.05% | 12,604 | -2,158 | -14.6% | -$5.20万 | 减仓 |
| CLS | CELESTICA INC | $30.21万 | 0.05% | 828 | -4 | -0.5% | -$1,459 | 减仓 |
| WMB | WILLIAMS COS INC | $29.95万 | 0.05% | 4,029 | -48 | -1.2% | -$3,568 | 减仓 |
| KR | KROGER CO | $29.86万 | 0.05% | 5,378 | 518 | 10.7% | $2.88万 | 加仓 |
| — | WISDOMTREE TR | $29.82万 | 0.05% | 4,144 | -547 | -11.7% | -$3.94万 | 减仓 |