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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,366.60万 | 8.42% | 44,954 | -1,130 | -2.5% | -$84.63万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,257.32万 | 8.15% | 47,427 | 2 | 0.0% | $1,374 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,346.83万 | 5.87% | 280,218 | 11,909 | 4.4% | $99.74万 | 加仓 |
| IJH | ISHARES TR | $2,192.32万 | 5.48% | 284,311 | 164,026 | 136.4% | $1,264.80万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,192.19万 | 5.48% | 272,085 | 26,249 | 10.7% | $211.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,801.51万 | 4.51% | 36,002 | -6,426 | -15.1% | -$321.55万 | 减仓 |
| AAPL | APPLE INC | $1,797.02万 | 4.50% | 62,103 | 2,634 | 4.4% | $76.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,640.08万 | 4.10% | 44,321 | 846 | 1.9% | $31.31万 | 加仓 |
| AGG | ISHARES TR | $1,205.84万 | 3.02% | 121,827 | -13,096 | -9.7% | -$129.62万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,002.18万 | 2.51% | 33,062 | -283 | -0.8% | -$8.58万 | 减仓 |
| IGSB | ISHARES TR | $981.04万 | 2.45% | 187,185 | -28,246 | -13.1% | -$148.04万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $962.60万 | 2.41% | 135,102 | 4,425 | 3.4% | $31.53万 | 加仓 |
| IEFA | ISHARES TR | $847.04万 | 2.12% | 87,703 | 6,766 | 8.4% | $65.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $840.52万 | 2.10% | 35,522 | 1,720 | 5.1% | $40.70万 | 加仓 |
| MS | MORGAN STANLEY | $731.39万 | 1.83% | 34,988 | 189 | 0.5% | $3.95万 | 加仓 |
| MSFT | MICROSOFT CORP | $605.94万 | 1.52% | 16,244 | -19 | -0.1% | -$7,087 | 减仓 |
| QQQ | INVESCO QQQ TR | $588.01万 | 1.47% | 7,985 | -13 | -0.2% | -$9,573 | 减仓 |
| GOOGL | ALPHABET INC | $537.24万 | 1.34% | 15,033 | 409 | 2.8% | $14.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $534.12万 | 1.34% | 26,695 | 2,115 | 8.6% | $42.32万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $533.80万 | 1.34% | 61,969 | 649 | 1.1% | $5.59万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $505.81万 | 1.27% | 27,008 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $502.26万 | 1.26% | 6,726 | 1,295 | 23.8% | $96.70万 | 加仓 |
| GOOG | ALPHABET INC | $458.93万 | 1.15% | 12,989 | 131 | 1.0% | $4.63万 | 加仓 |
| AMZN | AMAZON COM INC | $438.00万 | 1.10% | 18,377 | 814 | 4.6% | $19.40万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $427.54万 | 1.07% | 87,200 | 67,786 | 349.2% | $332.35万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $408.34万 | 1.02% | 13,478 | 1,157 | 9.4% | $35.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $331.99万 | 0.83% | 10,142 | 374 | 3.8% | $12.24万 | 加仓 |
| LLY | ELI LILLY & CO | $273.99万 | 0.69% | 2,284 | 123 | 5.7% | $14.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $268.82万 | 0.67% | 4,628 | -207 | -4.3% | -$12.02万 | 减仓 |
| META | META PLATFORMS INC | $248.56万 | 0.62% | 4,412 | -481 | -9.8% | -$27.10万 | 减仓 |
| AMAT | APPLIED MATLS INC | $210.21万 | 0.53% | 2,907 | -60 | -2.0% | -$4.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $197.64万 | 0.49% | 9,069 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $196.36万 | 0.49% | 7,731 | 1,240 | 19.1% | $31.49万 | 加仓 |
| INTC | INTEL CORP | $194.12万 | 0.49% | 13,902 | 416 | 3.1% | $5.81万 | 加仓 |
| VGT | VANGUARD WORLD FD | $166.60万 | 0.42% | 13,939 | 5,555 | 66.3% | $66.40万 | 加仓 |
| — | EXXON MOBIL CORP | $161.59万 | 0.40% | 11,819 | 378 | 3.3% | $5.17万 | 加仓 |
| AVGO | BROADCOM INC | $153.11万 | 0.38% | 4,053 | 380 | 10.3% | $14.36万 | 加仓 |
| BX | BLACKSTONE INC | $152.45万 | 0.38% | 12,956 | 360 | 2.9% | $4.24万 | 加仓 |
| EFA | ISHARES TR | $152.37万 | 0.38% | 14,668 | 1,455 | 11.0% | $15.11万 | 加仓 |
| CAT | CATERPILLAR INC | $143.66万 | 0.36% | 1,349 | 53 | 4.1% | $5.64万 | 加仓 |
| IXUS | ISHARES TR | $140.62万 | 0.35% | 14,734 | 300 | 2.1% | $2.86万 | 加仓 |
| KO | COCA COLA CO | $136.52万 | 0.34% | 16,798 | -1,639 | -8.9% | -$13.32万 | 减仓 |
| IJR | ISHARES TR | $135.18万 | 0.34% | 9,115 | -89 | -1.0% | -$1.32万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $133.88万 | 0.33% | 60,198 | 3 | 0.0% | $67 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $128.68万 | 0.32% | 14,533 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $126.11万 | 0.32% | 41,801 | -400 | -0.9% | -$1.21万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $116.53万 | 0.29% | 4,144 | 842 | 25.5% | $23.68万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $115.87万 | 0.29% | 22,720 | -3,093 | -12.0% | -$15.77万 | 减仓 |
| ASML | ASML HLDG NV | $114.63万 | 0.29% | 576 | 32 | 5.9% | $6.37万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $112.33万 | 0.28% | 12,252 | 5 | 0.0% | $458 | 加仓 |
| AMP | AMERIPRISE FINL INC | $110.06万 | 0.28% | 2,399 | -14 | -0.6% | -$6,423 | 减仓 |
| RING | ISHARES INC | $108.62万 | 0.27% | 16,814 | 114 | 0.7% | $7,364 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $106.86万 | 0.27% | 3,951 | -25 | -0.6% | -$6,762 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $105.85万 | 0.26% | 917 | 97 | 11.8% | $11.20万 | 加仓 |
| DHR | DANAHER CORP DEL | $104.72万 | 0.26% | 5,498 | -86 | -1.5% | -$1.64万 | 减仓 |
| HD | HOME DEPOT INC | $101.23万 | 0.25% | 2,870 | -360 | -11.1% | -$12.70万 | 减仓 |
| TSLA | TESLA INC | $100.08万 | 0.25% | 2,380 | 338 | 16.6% | $14.21万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.77万 | 0.24% | 967 | 15 | 1.6% | $1.52万 | 加仓 |
| IWF | ISHARES TR | $95.15万 | 0.24% | 7,663 | 7 | 0.1% | $869 | 加仓 |
| NFLX | NETFLIX INC. | $93.93万 | 0.23% | 13,155 | -411 | -3.0% | -$2.93万 | 减仓 |
| SHV | ISHARES TR | $86.86万 | 0.22% | 7,871 | 1,452 | 22.6% | $16.02万 | 加仓 |
| V | VISA INC | $84.93万 | 0.21% | 2,475 | 328 | 15.3% | $11.26万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $79.79万 | 0.20% | 15,244 | 202 | 1.3% | $1.06万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $78.70万 | 0.20% | 9,958 | -1,181 | -10.6% | -$9.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $77.54万 | 0.19% | 4,678 | 163 | 3.6% | $2.70万 | 加仓 |
| SDY | SPDR SERIES TRUST | $75.99万 | 0.19% | 4,994 | -197 | -3.8% | -$3.00万 | 减仓 |
| EME | EMCOR GROUP INC | $74.69万 | 0.19% | 900 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $74.50万 | 0.19% | 3,927 | 310 | 8.6% | $5.88万 | 加仓 |
| CB | CHUBB LIMITED | $74.29万 | 0.19% | 2,180 | -5 | -0.2% | -$1,704 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $73.41万 | 0.18% | 7,052 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $70.17万 | 0.18% | 750 | 22 | 3.0% | $2.06万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $66.38万 | 0.17% | 16,500 | -100 | -0.6% | -$4,023 | 减仓 |
| UL | UNILEVER PLC | $65.95万 | 0.16% | 10,969 | 249 | 2.3% | $1.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $65.88万 | 0.16% | 1,379 | 783 | 131.4% | $37.41万 | 加仓 |
| PEP | PEPSICO INC | $65.82万 | 0.16% | 4,861 | -11 | -0.2% | -$1,489 | 减仓 |
| HON | HONEYWELL INTL INC | $64.77万 | 0.16% | 2,893 | -3,000 | -50.9% | -$67.17万 | 减仓 |
| GLD | SPDR GOLD TR | $62.74万 | 0.16% | 1,703 | -130 | -7.1% | -$4.79万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $59.43万 | 0.15% | 3,927 | -35 | -0.9% | -$5,297 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $58.97万 | 0.15% | 1,129 | 4 | 0.4% | $2,089 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.23万 | 0.15% | 3,971 | -252 | -6.0% | -$3.70万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $57.51万 | 0.14% | 1,120 | 117 | 11.7% | $6.01万 | 加仓 |
| AMGN | AMGEN INC | $57.14万 | 0.14% | 1,578 | 31 | 2.0% | $1.12万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $56.42万 | 0.14% | 4,736 | 1 | 0.0% | $119 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $56.09万 | 0.14% | 7,199 | -752 | -9.5% | -$5.86万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $55.46万 | 0.14% | 1,640 | 148 | 9.9% | $5.00万 | 加仓 |
| GE | GE AEROSPACE | $54.96万 | 0.14% | 1,471 | 62 | 4.4% | $2.32万 | 加仓 |
| PLD | PROLOGIS INC. | $52.21万 | 0.13% | 3,854 | 73 | 1.9% | $9,890 | 加仓 |
| DEO | DIAGEO PLC | $49.75万 | 0.12% | 6,189 | 174 | 2.9% | $1.40万 | 加仓 |
| ORCL | ORACLE CORP | $49.51万 | 0.12% | 3,378 | 204 | 6.4% | $2.99万 | 加仓 |
| TXN | TEXAS INSTRS INC | $48.30万 | 0.12% | 1,620 | 206 | 14.6% | $6.14万 | 加仓 |
| SMH | VANECK ETF TRUST | $47.88万 | 0.12% | 730 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $47.65万 | 0.12% | 8,362 | 1,090 | 15.0% | $6.21万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $47.41万 | 0.12% | 3,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $46.97万 | 0.12% | 6,220 | -537 | -7.9% | -$4.05万 | 减仓 |
| DTD | WISDOMTREE TR | $46.59万 | 0.12% | 4,997 | 25 | 0.5% | $2,331 | 加仓 |
| GEV | GE VERNOVA INC | $45.68万 | 0.11% | 389 | 10 | 2.6% | $1.17万 | 加仓 |
| ABBV | ABBVIE INC | $43.77万 | 0.11% | 1,740 | 39 | 2.3% | $9,812 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $43.50万 | 0.11% | 8,660 | 8,660 | — | $43.50万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $43.46万 | 0.11% | 7,536 | -368 | -4.7% | -$2.12万 | 减仓 |
| ICSH | ISHARES TR | $42.64万 | 0.11% | 8,430 | -306 | -3.5% | -$1.55万 | 减仓 |