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
IWY ISHARES TR $35.31万0.11%1,419 00.0% — 不变
AON AON PLC $35.03万0.10%1,085 252.4% $8,072 加仓
IJK ISHARES TR $34.56万0.10%3,435 10.0% $101 加仓
IWR ISHARES TR $34.13万0.10%3,510 20.1% $194 加仓
ESGV VANGUARD WORLD FD $33.90万0.10%3,020 40.1% $449 加仓
JPLD J P MORGAN EXCHANGE TRADED F $33.46万0.10%6,411 6,411— $33.46万 新建仓
GEV GE VERNOVA INC $33.06万0.10%379 20.5% $1,745 加仓
SPOT SPOTIFY TECHNOLOGY S A $33.02万0.10%681 00.0% — 不变
EOG EOG RES INC $32.71万0.10%2,262 1366.4% $1.97万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $32.58万0.10%5,520 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $32.04万0.10%2,190 1406.8% $2.05万 加仓
IYY ISHARES TR $30.46万0.09%1,923 00.0% — 不变
SNOW SNOWFLAKE INC $30.16万0.09%2,000 00.0% — 不变
QCOM QUALCOMM INC $30.13万0.09%2,339 -328-12.3% -$4.22万 减仓
BHP BHP BILLITON LIMITED $29.69万0.09%4,082 4,082— $29.69万 新建仓
ETN EATON CORP PLC $29.33万0.09%820 435.5% $1.54万 加仓
WFC WELLS FARGO & CO $28.79万0.09%3,616 531.5% $4,219 加仓
C CITIGROUP INC $28.64万0.09%2,525 441.8% $4,991 加仓
SMH VANECK ETF TRUST $27.99万0.08%730 11919.5% $4.56万 加仓
CSCO CISCO SYS INC $27.74万0.08%3,575 1353.9% $1.05万 加仓
MU MICRON TECHNOLOGY INC $27.70万0.08%820 232.9% $7,771 加仓
TXN TEXAS INSTRS INC $27.45万0.08%1,414 16513.2% $3.20万 加仓
CRM SALESFORCE INC $27.15万0.08%1,455 543.9% $1.01万 加仓
LMT LOCKHEED MARTIN CORP $27.08万0.08%448 184.2% $1.09万 加仓
— EATON VANCE SR FLTNG RTE TR $26.19万0.08%24,850 00.0% — 不变
MRK MERCK & CO INC $25.89万0.08%2,152 1326.5% $1.59万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $25.75万0.08%4,198 -70-1.6% -$4,294 减仓
MDLZ MONDELEZ INTL INC $25.67万0.08%4,454 47411.9% $2.73万 加仓
VZ VERIZON COMMUNICATIONS INC $25.60万0.08%5,100 4299.2% $2.15万 重新持有
PGR PROGRESSIVE CORP $24.21万0.07%1,221 1049.3% $2.06万 加仓
TJX TJX COS INC NEW $24.04万0.07%1,505 15311.3% $2.44万 加仓
BMY BRISTOL-MYERS SQUIBB CO $22.78万0.07%3,756 3,756— $22.78万 新建仓
PRF INVESCO EXCHANGE TRADED FD T $22.41万0.07%4,715 00.0% — 不变
NOW SERVICENOW INC $22.06万0.07%2,110 1005.0% $1.05万 加仓
NOBL PROSHARES TR $21.52万0.06%2,030 10.0% $106 加仓
YUM YUM BRANDS INC $21.19万0.06%1,363 131.0% $2,021 加仓
WMB WILLIAMS COS INC $21.18万0.06%2,911 2,911— $21.18万 新建仓
MPC MARATHON PETE CORP $20.80万0.06%852 852— $20.80万 新建仓
BA BOEING CO $20.38万0.06%1,024 -31-2.9% -$6,170 减仓
PM PHILIP MORRIS INTL INC $20.21万0.06%1,222 1,222— $20.21万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $20.16万0.06%596 -363-37.9% -$12.28万 重新持有
— GLOBAL X FDS $20.07万0.06%4,300 4,300— $20.07万 新建仓
XEVVX EATON VANCE LIMITED DURATION $14.74万0.04%15,600 00.0% — 不变
— NANOVIRICIDES INC $9,1210.00%10,000 10,000— $9,121 新建仓
— 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