Sovereign Investment Advisors, LLC
PHOENIX AZ · SEC CIK 0001908165
$5.33亿2026Q2 申报市值
109持仓数
58.7%前十大占比 · 第一大 12.8%
12 / 9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
VTHR 加仓+$2,170.58万
IDEV 加仓+$760.86万
SPY 加仓+$595.11万
BND 加仓+$179.26万
JANUS DETROIT ST 新建仓+$124.00万
2026Q2 卖出最多 按季末市值估算
IVW 清仓-$947.92万
BKGI 减仓-$227.32万
IEMG 减仓-$217.85万
USMV 减仓-$102.60万
AMZN 减仓-$86.80万
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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $22.48万 | 0.04% | 1,533 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.59万 | 0.04% | 543 | 50 | 10.1% | $1.99万 | 加仓 |
| CVX | CHEVRON CORPORATION | $21.23万 | 0.04% | 1,281 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $20.95万 | 0.04% | 823 | 823 | — | $20.95万 | 新建仓 |
| USB | US BANCORP | $20.85万 | 0.04% | 3,422 | 3,422 | — | $20.85万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.04% | 800 | 800 | — | $20.84万 | 新建仓 |
| PLD | PROLOGIS INC. | $20.32万 | 0.04% | 1,500 | 1,500 | — | $20.32万 | 新建仓 |
| BLK | BLACKROCK INC | $20.19万 | 0.04% | 210 | 0 | 0.0% | — | 不变 |
| EMNT | PIMCO ETF TR | $20.04万 | 0.04% | 2,026 | 2,026 | — | $20.04万 | 新建仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -83,805 | -100.0% | -$947.92万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,807 | -100.0% | -$64.59万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -388 | -100.0% | -$23.45万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -476 | -100.0% | -$22.81万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,677 | -100.0% | -$21.60万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -886 | -100.0% | -$21.48万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,381 | -100.0% | -$21.45万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -4,100 | -100.0% | -$21.07万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -626 | -100.0% | -$20.62万 | 清仓 |