Sandy Cove Advisors, LLC
Hingham MA · SEC CIK 0001908217
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $91.82万 | 0.27% | 1,296 | 17 | 1.3% | $1.20万 | 加仓 |
| CVX | CHEVRON CORPORATION | $93.41万 | 0.28% | 4,515 | 1,824 | 67.8% | $37.74万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $98.35万 | 0.29% | 4,835 | 84 | 1.8% | $1.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $101.42万 | 0.30% | 2,967 | -40 | -1.3% | -$1.37万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $103.49万 | 0.31% | 3,976 | -63 | -1.6% | -$1.64万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $104.38万 | 0.31% | 12,247 | -2,111 | -14.7% | -$17.99万 | 减仓 |
| DHR | DANAHER CORP DEL | $105.87万 | 0.32% | 5,584 | -66 | -1.2% | -$1.25万 | 减仓 |
| HD | HOME DEPOT INC | $106.23万 | 0.32% | 3,230 | -65 | -2.0% | -$2.14万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $107.24万 | 0.32% | 2,413 | 19 | 0.8% | $8,444 | 加仓 |
| AVGO | BROADCOM INC | $113.68万 | 0.34% | 3,673 | 259 | 7.6% | $8.02万 | 加仓 |
| IJR | ISHARES TR | $114.42万 | 0.34% | 9,204 | 123 | 1.4% | $1.53万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $117.74万 | 0.35% | 60,195 | 3 | 0.0% | $59 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $119.80万 | 0.36% | 14,533 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $125.06万 | 0.37% | 14,434 | 231 | 1.6% | $2.00万 | 加仓 |
| EFA | ISHARES TR | $128.34万 | 0.38% | 13,213 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $130.44万 | 0.39% | 13,566 | 207 | 1.5% | $1.99万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $131.59万 | 0.39% | 25,813 | 305 | 1.2% | $1.55万 | 加仓 |
| RING | ISHARES INC | $131.90万 | 0.39% | 16,700 | 200 | 1.2% | $1.58万 | 加仓 |
| — | HONEYWELL INTL INC | $133.21万 | 0.40% | 5,893 | -493 | -7.7% | -$11.14万 | 减仓 |
| KO | COCA COLA CO | $140.21万 | 0.42% | 18,437 | -664 | -3.5% | -$5.05万 | 减仓 |
| BX | BLACKSTONE INC | $144.85万 | 0.43% | 12,596 | 360 | 2.9% | $4.14万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $149.56万 | 0.45% | 42,201 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $158.66万 | 0.47% | 6,491 | -315 | -4.6% | -$7.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $177.93万 | 0.53% | 9,069 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $194.10万 | 0.58% | 11,441 | -202 | -1.7% | -$3.43万 | 减仓 |
| LLY | ELI LILLY & CO | $198.78万 | 0.60% | 2,161 | 2 | 0.1% | $1,840 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $262.65万 | 0.79% | 27,008 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $279.93万 | 0.84% | 4,893 | 73 | 1.5% | $4.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $287.34万 | 0.86% | 9,768 | 32 | 0.3% | $9,413 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $292.76万 | 0.88% | 12,321 | 744 | 6.4% | $17.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $353.22万 | 1.06% | 5,431 | 3 | 0.1% | $1,951 | 加仓 |
| AMZN | AMAZON COM INC | $365.79万 | 1.09% | 17,563 | -98 | -0.6% | -$2.04万 | 减仓 |
| GOOG | ALPHABET INC | $368.85万 | 1.10% | 12,858 | 154 | 1.2% | $4.42万 | 加仓 |
| GOOGL | ALPHABET INC | $420.53万 | 1.26% | 14,624 | 240 | 1.7% | $6.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $428.67万 | 1.28% | 24,580 | 910 | 3.8% | $15.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $446.40万 | 1.34% | 10,220 | 122 | 1.2% | $5.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $461.62万 | 1.38% | 7,998 | -8 | -0.1% | -$4,617 | 减仓 |
| MS | MORGAN STANLEY | $572.68万 | 1.71% | 34,799 | 44 | 0.1% | $7,241 | 加仓 |
| MSFT | MICROSOFT CORP | $602.01万 | 1.80% | 16,263 | 68 | 0.4% | $2.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $726.94万 | 2.18% | 33,802 | -547 | -1.6% | -$11.76万 | 减仓 |
| IEFA | ISHARES TR | $732.72万 | 2.19% | 80,937 | 5,972 | 8.0% | $54.06万 | 加仓 |
| IJH | ISHARES TR | $812.28万 | 2.43% | 120,285 | 31,972 | 36.2% | $215.91万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $837.38万 | 2.51% | 130,677 | -3,798 | -2.8% | -$24.34万 | 减仓 |
| VB | VANGUARD INDEX FDS | $873.36万 | 2.61% | 33,345 | 168 | 0.5% | $4.40万 | 加仓 |
| IGSB | ISHARES TR | $1,132.31万 | 3.39% | 215,431 | 6,514 | 3.1% | $34.24万 | 加仓 |
| AGG | ISHARES TR | $1,339.38万 | 4.01% | 134,923 | 1,356 | 1.0% | $13.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,394.71万 | 4.17% | 43,475 | 281 | 0.7% | $9.01万 | 加仓 |
| AAPL | APPLE INC | $1,509.26万 | 4.52% | 59,469 | 151 | 0.3% | $3.83万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,764.98万 | 5.28% | 61,459 | -9 | -0.0% | -$2,585 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,015.00万 | 6.03% | 268,309 | 27,193 | 11.3% | $204.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,033.15万 | 6.09% | 42,428 | 1,949 | 4.8% | $93.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,833.86万 | 8.48% | 47,425 | 345 | 0.7% | $20.62万 | 加仓 |
| IVV | ISHARES TR | $3,010.27万 | 9.01% | 46,084 | -305 | -0.7% | -$19.92万 | 减仓 |