13F 机构持仓

Sandy Cove Advisors, LLC

Hingham MA · SEC CIK 0001908217

2026Q22026Q1 更早 9 个季度 🔒
$4.00亿2026Q2 申报市值
162持仓数
52.0%前十大占比 · 第一大 8.4%
21 / 4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 8.4%
VOO 8.1%
VEU 5.9%
IJH 5.5%
VO 5.5%
BRK/B 4.5%
AAPL 4.5%
VTI 4.1%
AGG 3.0%
VB 2.5%

2026Q2 买入最多 按季末市值估算

IJH 加仓+$1,264.80万
TDVG 加仓+$332.35万
VO 加仓+$211.49万
VEU 加仓+$99.74万
SPY 加仓+$96.70万

2026Q2 卖出最多 按季末市值估算

BRK/B 减仓-$321.55万
IGSB 减仓-$148.04万
AGG 减仓-$129.62万
IVV 减仓-$84.63万
HON 减仓-$67.17万

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
SNOW SNOWFLAKE INC $00.00%0 -2,000-100.0% -$30.16万 清仓
QCOM QUALCOMM INC $00.00%0 -2,339-100.0% -$30.13万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -4,198-100.0% -$25.75万 清仓
— GLOBAL X FDS $00.00%0 -4,300-100.0% -$20.07万 清仓
— NANOVIRICIDES INC $1.38万0.00%10,000 00.0% — 不变
— EATON VANCE SR FLTNG RTE TR $10.60万0.03%10,000 -14,850-59.8% -$15.74万 减仓
XEVVX EATON VANCE LIMITED DURATION $14.62万0.04%15,600 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $20.05万0.05%4,736 -364-7.1% -$1.54万 减仓
WAT WATERS CORP $20.36万0.05%543 543— $20.36万 新建仓
RPM RPM INTL INC $20.56万0.05%1,850 1,850— $20.56万 新建仓
NEE NEXTERA ENERGY INC $20.90万0.05%2,381 2,381— $20.90万 新建仓
CRM SALESFORCE INC $21.05万0.05%1,344 -111-7.6% -$1.74万 减仓
YUM YUM BRANDS INC $21.18万0.05%1,325 -38-2.8% -$6,073 减仓
LMT LOCKHEED MARTIN CORP $21.45万0.05%421 -27-6.0% -$1.38万 减仓
XLV SELECT SECTOR SPDR TR $21.51万0.05%1,356 1,356— $21.51万 新建仓
NOW SERVICENOW INC $21.68万0.05%2,184 743.5% $7,347 加仓
SCHX SCHWAB STRATEGIC TR $22.07万0.06%7,500 00.0% — 重新持有
PSCT INVESCO EXCH TRADED FD TR II $22.18万0.06%2,400 2,400— $22.18万 新建仓
VSGX VANGUARD WORLD FD $22.24万0.06%2,701 2,701— $22.24万 新建仓
MPC MARATHON PETE CORP $22.27万0.06%871 192.2% $4,858 加仓
WMB WILLIAMS COS INC $22.55万0.06%3,033 1224.2% $9,070 加仓
BMY BRISTOL-MYERS SQUIBB CO $22.66万0.06%3,932 1764.7% $1.01万 加仓
NOBL PROSHARES TR $22.88万0.06%4,074 140.3% $786 加仓
VRT VERTIV HOLDINGS CO $22.90万0.06%684 684— $22.90万 新建仓
BA BOEING CO $23.29万0.06%1,076 525.1% $1.13万 加仓
UNP UNION PAC CORP $23.43万0.06%862 862— $23.43万 新建仓
STIP ISHARES TR $23.49万0.06%2,299 2,299— $23.49万 新建仓
VTEC VANGUARD CALIF TAX FREE FDS $24.21万0.06%2,407 2,407— $24.21万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $24.69万0.06%2,116 -74-3.4% -$8,634 减仓
PM PHILIP MORRIS INTL INC $25.01万0.06%1,382 16013.1% $2.90万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $25.39万0.06%361 361— $25.39万 新建仓
CRWD CROWDSTRIKE HLDGS INC $25.41万0.06%333 333— $25.41万 新建仓
PRF INVESCO EXCHANGE TRADED FD T $25.48万0.06%4,715 00.0% — 不变
IWP ISHARES TR $25.57万0.06%1,747 1,747— $25.57万 新建仓
MDLZ MONDELEZ INTL INC $25.91万0.06%4,480 260.6% $1,504 加仓
TJX TJX COS INC NEW $26.02万0.07%1,717 21214.1% $3.21万 加仓
ADI ANALOG DEVICES INC $26.22万0.07%660 660— $26.22万 新建仓
— TORTOISE CAPITAL SERIES TRUS $27.96万0.07%5,000 5,000— $27.96万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $28.18万0.07%5,520 00.0% — 不变
PSLV SPROTT ASSET MANAGEMENT LP $28.97万0.07%15,350 3502.3% $6,605 加仓
EOG EOG RES INC $29.04万0.07%2,238 -24-1.1% -$3,114 减仓
DXJ WISDOMTREE TR $29.50万0.07%1,700 1,700— $29.50万 新建仓
PGR PROGRESSIVE CORP $29.65万0.07%1,357 13611.1% $2.97万 加仓
MRK MERCK & CO INC $29.67万0.07%2,309 1577.3% $2.02万 加仓
WFC WELLS FARGO & CO $30.51万0.08%3,691 752.1% $6,199 加仓
SPOT SPOTIFY TECHNOLOGY S A $31.27万0.08%681 00.0% — 不变
PANW PALO ALTO NETWORKS INC $31.68万0.08%929 929— $31.68万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $31.89万0.08%6,305 -3,766-37.4% -$19.05万 减仓
UNH UNITEDHEALTH GROUP INC $32.77万0.08%788 788— $32.77万 新建仓
KLAC KLA CORP $34.19万0.09%1,133 1,133— $34.19万 新建仓
JPLD J P MORGAN EXCHANGE TRADED F $34.29万0.09%6,571 1602.5% $8,350 加仓
C CITIGROUP INC $34.92万0.09%2,495 -30-1.2% -$4,199 减仓
IYY ISHARES TR $35.04万0.09%1,923 00.0% — 不变
AON AON PLC $35.30万0.09%1,064 -21-1.9% -$6,967 减仓
BHP BHP BILLITON LIMITED $35.80万0.09%4,297 2155.3% $1.79万 加仓
ETN EATON CORP PLC $36.43万0.09%855 354.3% $1.49万 加仓
PSX PHILLIPS 66 $36.50万0.09%2,159 1266.2% $2.13万 加仓
IWR ISHARES TR $38.49万0.10%3,489 -21-0.6% -$2,316 减仓
WMT WALMART INC $39.25万0.10%3,466 34210.9% $3.87万 加仓
MUB ISHARES TR $39.74万0.10%3,693 -15-0.4% -$1,614 减仓
ESGV VANGUARD WORLD FD $39.98万0.10%3,023 30.1% $397 加仓
EMR EMERSON ELEC CO $40.09万0.10%2,801 250.9% $3,578 加仓
IJK ISHARES TR $40.38万0.10%3,437 20.1% $235 加仓
LRCX LAM RESEARCH CORP $40.52万0.10%935 935— $40.52万 新建仓
IWY ISHARES TR $41.24万0.10%1,419 00.0% — 不变
CSCO CISCO SYS INC $42.19万0.11%3,592 170.5% $1,997 加仓
ICSH ISHARES TR $42.64万0.11%8,430 -306-3.5% -$1.55万 减仓
SPSM SPDR SERIES TRUST $43.46万0.11%7,536 -368-4.7% -$2.12万 减仓
VTIP VANGUARD MALVERN FDS $43.50万0.11%8,660 8,660— $43.50万 新建仓
ABBV ABBVIE INC $43.77万0.11%1,740 392.3% $9,812 加仓
GEV GE VERNOVA INC $45.68万0.11%389 102.6% $1.17万 加仓
DTD WISDOMTREE TR $46.59万0.12%4,997 250.5% $2,331 加仓
IAU ISHARES GOLD TR $46.97万0.12%6,220 -537-7.9% -$4.05万 减仓
VYM VANGUARD WHITEHALL FDS $47.41万0.12%3,000 00.0% — 不变
BAC BANK OF AMER CORP $47.65万0.12%8,362 1,09015.0% $6.21万 加仓
SMH VANECK ETF TRUST $47.88万0.12%730 00.0% — 不变
TXN TEXAS INSTRS INC $48.30万0.12%1,620 20614.6% $6.14万 加仓
ORCL ORACLE CORP $49.51万0.12%3,378 2046.4% $2.99万 加仓
DEO DIAGEO PLC $49.75万0.12%6,189 1742.9% $1.40万 加仓
PLD PROLOGIS INC. $52.21万0.13%3,854 731.9% $9,890 加仓
GE GE AEROSPACE $54.96万0.14%1,471 624.4% $2.32万 加仓
AXP AMERICAN EXPRESS CO $55.46万0.14%1,640 1489.9% $5.00万 加仓
BSV VANGUARD BD INDEX FDS $56.09万0.14%7,199 -752-9.5% -$5.86万 减仓
SLYG SPDR SERIES TRUST $56.42万0.14%4,736 10.0% $119 加仓
AMGN AMGEN INC $57.14万0.14%1,578 312.0% $1.12万 加仓
MA MASTERCARD INCORPORATED $57.51万0.14%1,120 11711.7% $6.01万 加仓
PG PROCTER & GAMBLE CO $58.23万0.15%3,971 -252-6.0% -$3.70万 减仓
DIA STATE STR SPDR DOW JONES IND $58.97万0.15%1,129 40.4% $2,089 加仓
BDX BECTON DICKINSON & CO $59.43万0.15%3,927 -35-0.9% -$5,297 减仓
GLD SPDR GOLD TR $62.74万0.16%1,703 -130-7.1% -$4.79万 减仓
HON HONEYWELL INTL INC $64.77万0.16%2,893 -3,000-50.9% -$67.17万 减仓
PEP PEPSICO INC $65.82万0.16%4,861 -11-0.2% -$1,489 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $65.88万0.16%1,379 783131.4% $37.41万 加仓
UL UNILEVER PLC $65.95万0.16%10,969 2492.3% $1.50万 加仓
CEF SPROTT ASSET MANAGEMENT LP $66.38万0.17%16,500 -100-0.6% -$4,023 减仓
COST COSTCO WHOLESALE CORPORATION $70.17万0.18%750 223.0% $2.06万 加仓
IGPT INVESCO EXCHANGE TRADED FD T $73.41万0.18%7,052 00.0% — 不变
CB CHUBB LIMITED $74.29万0.19%2,180 -5-0.2% -$1,704 减仓
RTX RTX CORPORATION $74.50万0.19%3,927 3108.6% $5.88万 加仓
EME EMCOR GROUP INC $74.69万0.19%900 00.0% — 不变