13F 机构持仓

Sandy Cove Advisors, LLC

Hingham MA · SEC CIK 0001908217

2026Q22026Q1 更早 9 个季度 🔒
$3.34亿2026Q1 申报市值
144持仓数
53.6%前十大占比 · 第一大 9.0%
9 / 8新建仓 / 清仓
申报市值走势$4.00亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 9.0%
VOO 8.5%
BRK/B 6.1%
VEU 6.0%
VO 5.3%
AAPL 4.5%
VTI 4.2%
AGG 4.0%
IGSB 3.4%
VB 2.6%

2026Q1 买入最多 按季末市值估算

IJH 加仓+$215.91万
VEU 加仓+$204.22万
BRK/B 加仓+$93.40万
ASML 新建仓+$71.92万
IEFA 加仓+$54.06万

2026Q1 卖出最多 按季末市值估算

EXACT SCIENCES C 清仓-$179.17万
ADSK 清仓-$26.17万
INTU 清仓-$24.91万
VEA 减仓-$24.34万
KKR 清仓-$23.80万

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
— EXACT SCIENCES CORP $00.00%0 -17,642-100.0% -$179.17万 清仓
ADSK AUTODESK INC $00.00%0 -884-100.0% -$26.17万 清仓
INTU INTUIT $00.00%0 -376-100.0% -$24.91万 清仓
KKR KKR & CO INC $00.00%0 -1,867-100.0% -$23.80万 清仓
ADBE ADOBE INC $00.00%0 -652-100.0% -$22.82万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -936-100.0% -$22.69万 清仓
ABT ABBOTT LABS $00.00%0 -1,753-100.0% -$21.96万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -358-100.0% -$20.75万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 —— — 申报中断
— NANOVIRICIDES INC $9,1210.00%10,000 10,000— $9,121 新建仓
XEVVX EATON VANCE LIMITED DURATION $14.74万0.04%15,600 00.0% — 不变
— GLOBAL X FDS $20.07万0.06%4,300 4,300— $20.07万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $20.16万0.06%596 -363-37.9% -$12.28万 重新持有
PM PHILIP MORRIS INTL INC $20.21万0.06%1,222 1,222— $20.21万 新建仓
BA BOEING CO $20.38万0.06%1,024 -31-2.9% -$6,170 减仓
MPC MARATHON PETE CORP $20.80万0.06%852 852— $20.80万 新建仓
WMB WILLIAMS COS INC $21.18万0.06%2,911 2,911— $21.18万 新建仓
YUM YUM BRANDS INC $21.19万0.06%1,363 131.0% $2,021 加仓
NOBL PROSHARES TR $21.52万0.06%2,030 10.0% $106 加仓
NOW SERVICENOW INC $22.06万0.07%2,110 1005.0% $1.05万 加仓
PRF INVESCO EXCHANGE TRADED FD T $22.41万0.07%4,715 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $22.78万0.07%3,756 3,756— $22.78万 新建仓
TJX TJX COS INC NEW $24.04万0.07%1,505 15311.3% $2.44万 加仓
PGR PROGRESSIVE CORP $24.21万0.07%1,221 1049.3% $2.06万 加仓
VZ VERIZON COMMUNICATIONS INC $25.60万0.08%5,100 4299.2% $2.15万 重新持有
MDLZ MONDELEZ INTL INC $25.67万0.08%4,454 47411.9% $2.73万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $25.75万0.08%4,198 -70-1.6% -$4,294 减仓
MRK MERCK & CO INC $25.89万0.08%2,152 1326.5% $1.59万 加仓
— EATON VANCE SR FLTNG RTE TR $26.19万0.08%24,850 00.0% — 不变
LMT LOCKHEED MARTIN CORP $27.08万0.08%448 184.2% $1.09万 加仓
CRM SALESFORCE INC $27.15万0.08%1,455 543.9% $1.01万 加仓
TXN TEXAS INSTRS INC $27.45万0.08%1,414 16513.2% $3.20万 加仓
MU MICRON TECHNOLOGY INC $27.70万0.08%820 232.9% $7,771 加仓
CSCO CISCO SYS INC $27.74万0.08%3,575 1353.9% $1.05万 加仓
SMH VANECK ETF TRUST $27.99万0.08%730 11919.5% $4.56万 加仓
C CITIGROUP INC $28.64万0.09%2,525 441.8% $4,991 加仓
WFC WELLS FARGO & CO $28.79万0.09%3,616 531.5% $4,219 加仓
ETN EATON CORP PLC $29.33万0.09%820 435.5% $1.54万 加仓
BHP BHP BILLITON LIMITED $29.69万0.09%4,082 4,082— $29.69万 新建仓
QCOM QUALCOMM INC $30.13万0.09%2,339 -328-12.3% -$4.22万 减仓
SNOW SNOWFLAKE INC $30.16万0.09%2,000 00.0% — 不变
IYY ISHARES TR $30.46万0.09%1,923 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $32.04万0.10%2,190 1406.8% $2.05万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $32.58万0.10%5,520 00.0% — 不变
EOG EOG RES INC $32.71万0.10%2,262 1366.4% $1.97万 加仓
SPOT SPOTIFY TECHNOLOGY S A $33.02万0.10%681 00.0% — 不变
GEV GE VERNOVA INC $33.06万0.10%379 20.5% $1,745 加仓
JPLD J P MORGAN EXCHANGE TRADED F $33.46万0.10%6,411 6,411— $33.46万 新建仓
ESGV VANGUARD WORLD FD $33.90万0.10%3,020 40.1% $449 加仓
IWR ISHARES TR $34.13万0.10%3,510 20.1% $194 加仓
IJK ISHARES TR $34.56万0.10%3,435 10.0% $101 加仓
AON AON PLC $35.03万0.10%1,085 252.4% $8,072 加仓
IWY ISHARES TR $35.31万0.11%1,419 00.0% — 不变
BAC BANK AMERICA CORP $35.45万0.11%7,272 4116.0% $2.00万 加仓
EMR EMERSON ELEC CO $36.37万0.11%2,776 90.3% $1,179 加仓
PSLV SPROTT ASSET MANAGEMENT LP $36.59万0.11%15,000 00.0% — 不变
ABBV ABBVIE INC $36.99万0.11%1,701 191.1% $4,132 加仓
PSX PHILLIPS 66 $37.04万0.11%2,033 1025.3% $1.86万 加仓
SPSM SPDR SERIES TRUST $38.19万0.11%7,904 -38-0.5% -$1,836 减仓
WMT WALMART INC $38.83万0.12%3,124 2287.9% $2.83万 加仓
MUB ISHARES TR $39.36万0.12%3,708 190.5% $2,017 加仓
GE GE AEROSPACE $39.97万0.12%1,409 -30-2.1% -$8,510 减仓
IGPT INVESCO EXCHANGE TRADED FD T $40.94万0.12%7,052 00.0% — 不变
DTD WISDOMTREE TR $42.94万0.13%4,972 210.4% $1,813 加仓
ICSH ISHARES TR $44.22万0.13%8,736 -28-0.3% -$1,417 减仓
VYM VANGUARD WHITEHALL FDS $44.42万0.13%3,000 10.0% $148 加仓
DEO DIAGEO PLC $44.78万0.13%6,015 150.2% $1,117 加仓
AXP AMERICAN EXPRESS CO $45.12万0.14%1,492 60.4% $1,814 加仓
SLYG SPDR SERIES TRUST $45.75万0.14%4,735 20.0% $193 加仓
ORCL ORACLE CORP $46.69万0.14%3,174 -106-3.2% -$1.56万 减仓
PLD PROLOGIS INC. $49.98万0.15%3,781 952.6% $1.26万 加仓
MA MASTERCARD INCORPORATED $50.13万0.15%1,003 555.8% $2.75万 加仓
JPST J P MORGAN EXCHANGE TRADED F $50.97万0.15%10,071 1,22313.8% $6.19万 加仓
DIA STATE STR SPDR DOW JONES IND $52.13万0.16%1,125 40.4% $1,853 加仓
AMGN AMGEN INC $54.43万0.16%1,547 80.5% $2,815 加仓
INTC INTEL CORP $59.52万0.18%13,486 4803.7% $2.12万 加仓
IAU ISHARES GOLD TR $59.57万0.18%6,757 00.0% — 不变
PG PROCTER & GAMBLE CO $60.99万0.18%4,223 -24-0.6% -$3,466 减仓
UL UNILEVER PLC $61.07万0.18%10,720 3373.2% $1.92万 加仓
BDX BECTON DICKINSON & CO $62.29万0.19%3,962 240.6% $3,774 加仓
BSV VANGUARD BD INDEX FDS $62.35万0.19%7,951 -300-3.6% -$2.35万 减仓
V VISA INC $64.89万0.19%2,147 -70-3.2% -$2.12万 减仓
EME EMCOR GROUP INC $66.45万0.20%900 00.0% — 不变
RTX RTX CORPORATION $69.78万0.21%3,617 -17-0.5% -$3,280 减仓
SHV ISHARES TR $70.86万0.21%6,419 00.0% — 不变
CB CHUBB LTD SWITZ $71.22万0.21%2,185 532.5% $1.73万 加仓
ASML ASML HLDG NV $71.92万0.22%544 544— $71.92万 新建仓
COST COSTCO WHOLESALE CORPORATION $72.54万0.22%728 40.6% $3,986 加仓
VGT VANGUARD WORLD FD $73.12万0.22%1,048 14816.4% $10.33万 加仓
PEP PEPSICO INC $75.66万0.23%4,872 -3-0.1% -$466 减仓
SDY SPDR SERIES TRUST $75.76万0.23%5,191 -4-0.1% -$584 减仓
TSLA TESLA INC $75.90万0.23%2,042 763.9% $2.82万 加仓
BINC BLACKROCK ETF TRUST II $78.11万0.23%15,042 1230.8% $6,387 加仓
GLD SPDR GOLD TR $78.87万0.24%1,833 00.0% — 不变
CEF SPROTT ASSET MANAGEMENT LP $79.22万0.24%16,600 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $80.05万0.24%3,302 310.9% $7,515 加仓
GS GOLDMAN SACHS GROUP INC $80.50万0.24%952 242.6% $2.03万 加仓
IWF ISHARES TR $81.63万0.24%1,914 10.1% $426 加仓
TDVG T ROWE PRICE ETF INC $86.64万0.26%19,414 5,20136.6% $23.21万 加仓
VCSH VANGUARD SCOTTSDALE FDS $88.30万0.26%11,139 1,87120.2% $14.83万 加仓