Sandy Cove Advisors, LLC
Hingham MA · SEC CIK 0001908217
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $42.19万 | 0.11% | 3,592 | 17 | 0.5% | $1,997 | 加仓 |
| IWY | ISHARES TR | $41.24万 | 0.10% | 1,419 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $40.52万 | 0.10% | 935 | 935 | — | $40.52万 | 新建仓 |
| IJK | ISHARES TR | $40.38万 | 0.10% | 3,437 | 2 | 0.1% | $235 | 加仓 |
| EMR | EMERSON ELEC CO | $40.09万 | 0.10% | 2,801 | 25 | 0.9% | $3,578 | 加仓 |
| ESGV | VANGUARD WORLD FD | $39.98万 | 0.10% | 3,023 | 3 | 0.1% | $397 | 加仓 |
| MUB | ISHARES TR | $39.74万 | 0.10% | 3,693 | -15 | -0.4% | -$1,614 | 减仓 |
| WMT | WALMART INC | $39.25万 | 0.10% | 3,466 | 342 | 10.9% | $3.87万 | 加仓 |
| IWR | ISHARES TR | $38.49万 | 0.10% | 3,489 | -21 | -0.6% | -$2,316 | 减仓 |
| PSX | PHILLIPS 66 | $36.50万 | 0.09% | 2,159 | 126 | 6.2% | $2.13万 | 加仓 |
| ETN | EATON CORP PLC | $36.43万 | 0.09% | 855 | 35 | 4.3% | $1.49万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $35.80万 | 0.09% | 4,297 | 215 | 5.3% | $1.79万 | 加仓 |
| AON | AON PLC | $35.30万 | 0.09% | 1,064 | -21 | -1.9% | -$6,967 | 减仓 |
| IYY | ISHARES TR | $35.04万 | 0.09% | 1,923 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $34.92万 | 0.09% | 2,495 | -30 | -1.2% | -$4,199 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $34.29万 | 0.09% | 6,571 | 160 | 2.5% | $8,350 | 加仓 |
| KLAC | KLA CORP | $34.19万 | 0.09% | 1,133 | 1,133 | — | $34.19万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.77万 | 0.08% | 788 | 788 | — | $32.77万 | 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 |
| PANW | PALO ALTO NETWORKS INC | $31.68万 | 0.08% | 929 | 929 | — | $31.68万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $31.27万 | 0.08% | 681 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $30.51万 | 0.08% | 3,691 | 75 | 2.1% | $6,199 | 加仓 |
| MRK | MERCK & CO INC | $29.67万 | 0.07% | 2,309 | 157 | 7.3% | $2.02万 | 加仓 |
| PGR | PROGRESSIVE CORP | $29.65万 | 0.07% | 1,357 | 136 | 11.1% | $2.97万 | 加仓 |
| DXJ | WISDOMTREE TR | $29.50万 | 0.07% | 1,700 | 1,700 | — | $29.50万 | 新建仓 |
| EOG | EOG RES INC | $29.04万 | 0.07% | 2,238 | -24 | -1.1% | -$3,114 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $28.97万 | 0.07% | 15,350 | 350 | 2.3% | $6,605 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $28.18万 | 0.07% | 5,520 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $27.96万 | 0.07% | 5,000 | 5,000 | — | $27.96万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $26.22万 | 0.07% | 660 | 660 | — | $26.22万 | 新建仓 |
| TJX | TJX COS INC NEW | $26.02万 | 0.07% | 1,717 | 212 | 14.1% | $3.21万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $25.91万 | 0.06% | 4,480 | 26 | 0.6% | $1,504 | 加仓 |
| IWP | ISHARES TR | $25.57万 | 0.06% | 1,747 | 1,747 | — | $25.57万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $25.48万 | 0.06% | 4,715 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.41万 | 0.06% | 333 | 333 | — | $25.41万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $25.39万 | 0.06% | 361 | 361 | — | $25.39万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $25.01万 | 0.06% | 1,382 | 160 | 13.1% | $2.90万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.69万 | 0.06% | 2,116 | -74 | -3.4% | -$8,634 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $24.21万 | 0.06% | 2,407 | 2,407 | — | $24.21万 | 新建仓 |
| STIP | ISHARES TR | $23.49万 | 0.06% | 2,299 | 2,299 | — | $23.49万 | 新建仓 |
| UNP | UNION PAC CORP | $23.43万 | 0.06% | 862 | 862 | — | $23.43万 | 新建仓 |
| BA | BOEING CO | $23.29万 | 0.06% | 1,076 | 52 | 5.1% | $1.13万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $22.90万 | 0.06% | 684 | 684 | — | $22.90万 | 新建仓 |
| NOBL | PROSHARES TR | $22.88万 | 0.06% | 4,074 | 14 | 0.3% | $786 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.66万 | 0.06% | 3,932 | 176 | 4.7% | $1.01万 | 加仓 |
| WMB | WILLIAMS COS INC | $22.55万 | 0.06% | 3,033 | 122 | 4.2% | $9,070 | 加仓 |
| MPC | MARATHON PETE CORP | $22.27万 | 0.06% | 871 | 19 | 2.2% | $4,858 | 加仓 |
| VSGX | VANGUARD WORLD FD | $22.24万 | 0.06% | 2,701 | 2,701 | — | $22.24万 | 新建仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $22.18万 | 0.06% | 2,400 | 2,400 | — | $22.18万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.07万 | 0.06% | 7,500 | 0 | 0.0% | — | 重新持有 |
| NOW | SERVICENOW INC | $21.68万 | 0.05% | 2,184 | 74 | 3.5% | $7,347 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $21.51万 | 0.05% | 1,356 | 1,356 | — | $21.51万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.45万 | 0.05% | 421 | -27 | -6.0% | -$1.38万 | 减仓 |
| YUM | YUM BRANDS INC | $21.18万 | 0.05% | 1,325 | -38 | -2.8% | -$6,073 | 减仓 |
| CRM | SALESFORCE INC | $21.05万 | 0.05% | 1,344 | -111 | -7.6% | -$1.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.90万 | 0.05% | 2,381 | 2,381 | — | $20.90万 | 新建仓 |
| RPM | RPM INTL INC | $20.56万 | 0.05% | 1,850 | 1,850 | — | $20.56万 | 新建仓 |
| WAT | WATERS CORP | $20.36万 | 0.05% | 543 | 543 | — | $20.36万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.05万 | 0.05% | 4,736 | -364 | -7.1% | -$1.54万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $14.62万 | 0.04% | 15,600 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR | $10.60万 | 0.03% | 10,000 | -14,850 | -59.8% | -$15.74万 | 减仓 |
| — | NANOVIRICIDES INC | $1.38万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$30.16万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,339 | -100.0% | -$30.13万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -4,198 | -100.0% | -$25.75万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -4,300 | -100.0% | -$20.07万 | 清仓 |