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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,010.27万 | 9.01% | 46,084 | -305 | -0.7% | -$19.92万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,833.86万 | 8.48% | 47,425 | 345 | 0.7% | $20.62万 | 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 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,015.00万 | 6.03% | 268,309 | 27,193 | 11.3% | $204.22万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,764.98万 | 5.28% | 61,459 | -9 | -0.0% | -$2,585 | 减仓 |
| AAPL | APPLE INC | $1,509.26万 | 4.52% | 59,469 | 151 | 0.3% | $3.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,394.71万 | 4.17% | 43,475 | 281 | 0.7% | $9.01万 | 加仓 |
| AGG | ISHARES TR | $1,339.38万 | 4.01% | 134,923 | 1,356 | 1.0% | $13.46万 | 加仓 |
| IGSB | ISHARES TR | $1,132.31万 | 3.39% | 215,431 | 6,514 | 3.1% | $34.24万 | 加仓 |
| VB | VANGUARD INDEX FDS | $873.36万 | 2.61% | 33,345 | 168 | 0.5% | $4.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $837.38万 | 2.51% | 130,677 | -3,798 | -2.8% | -$24.34万 | 减仓 |
| IJH | ISHARES TR | $812.28万 | 2.43% | 120,285 | 31,972 | 36.2% | $215.91万 | 加仓 |
| IEFA | ISHARES TR | $732.72万 | 2.19% | 80,937 | 5,972 | 8.0% | $54.06万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $726.94万 | 2.18% | 33,802 | -547 | -1.6% | -$11.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $602.01万 | 1.80% | 16,263 | 68 | 0.4% | $2.52万 | 加仓 |
| MS | MORGAN STANLEY | $572.68万 | 1.71% | 34,799 | 44 | 0.1% | $7,241 | 加仓 |
| QQQ | INVESCO QQQ TR | $461.62万 | 1.38% | 7,998 | -8 | -0.1% | -$4,617 | 减仓 |
| VUG | VANGUARD INDEX FDS | $446.40万 | 1.34% | 10,220 | 122 | 1.2% | $5.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $428.67万 | 1.28% | 24,580 | 910 | 3.8% | $15.87万 | 加仓 |
| GOOGL | ALPHABET INC | $420.53万 | 1.26% | 14,624 | 240 | 1.7% | $6.90万 | 加仓 |
| GOOG | ALPHABET INC | $368.85万 | 1.10% | 12,858 | 154 | 1.2% | $4.42万 | 加仓 |
| AMZN | AMAZON COM INC | $365.79万 | 1.09% | 17,563 | -98 | -0.6% | -$2.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $353.22万 | 1.06% | 5,431 | 3 | 0.1% | $1,951 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $292.76万 | 0.88% | 12,321 | 744 | 6.4% | $17.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $287.34万 | 0.86% | 9,768 | 32 | 0.3% | $9,413 | 加仓 |
| META | META PLATFORMS INC | $279.93万 | 0.84% | 4,893 | 73 | 1.5% | $4.18万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $262.65万 | 0.79% | 27,008 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $198.78万 | 0.60% | 2,161 | 2 | 0.1% | $1,840 | 加仓 |
| — | EXXON MOBIL CORP | $194.10万 | 0.58% | 11,441 | -202 | -1.7% | -$3.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $177.93万 | 0.53% | 9,069 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $158.66万 | 0.47% | 6,491 | -315 | -4.6% | -$7.70万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $149.56万 | 0.45% | 42,201 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $144.85万 | 0.43% | 12,596 | 360 | 2.9% | $4.14万 | 加仓 |
| KO | COCA COLA CO | $140.21万 | 0.42% | 18,437 | -664 | -3.5% | -$5.05万 | 减仓 |
| — | HONEYWELL INTL INC | $133.21万 | 0.40% | 5,893 | -493 | -7.7% | -$11.14万 | 减仓 |
| RING | ISHARES INC | $131.90万 | 0.39% | 16,700 | 200 | 1.2% | $1.58万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $131.59万 | 0.39% | 25,813 | 305 | 1.2% | $1.55万 | 加仓 |
| NFLX | NETFLIX INC. | $130.44万 | 0.39% | 13,566 | 207 | 1.5% | $1.99万 | 加仓 |
| EFA | ISHARES TR | $128.34万 | 0.38% | 13,213 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $125.06万 | 0.37% | 14,434 | 231 | 1.6% | $2.00万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $119.80万 | 0.36% | 14,533 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $117.74万 | 0.35% | 60,195 | 3 | 0.0% | $59 | 加仓 |
| IJR | ISHARES TR | $114.42万 | 0.34% | 9,204 | 123 | 1.4% | $1.53万 | 加仓 |
| AVGO | BROADCOM INC | $113.68万 | 0.34% | 3,673 | 259 | 7.6% | $8.02万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $107.24万 | 0.32% | 2,413 | 19 | 0.8% | $8,444 | 加仓 |
| HD | HOME DEPOT INC | $106.23万 | 0.32% | 3,230 | -65 | -2.0% | -$2.14万 | 减仓 |
| DHR | DANAHER CORP DEL | $105.87万 | 0.32% | 5,584 | -66 | -1.2% | -$1.25万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $104.38万 | 0.31% | 12,247 | -2,111 | -14.7% | -$17.99万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $103.49万 | 0.31% | 3,976 | -63 | -1.6% | -$1.64万 | 减仓 |
| AMAT | APPLIED MATLS INC | $101.42万 | 0.30% | 2,967 | -40 | -1.3% | -$1.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $98.35万 | 0.29% | 4,835 | 84 | 1.8% | $1.71万 | 加仓 |
| CVX | CHEVRON CORPORATION | $93.41万 | 0.28% | 4,515 | 1,824 | 67.8% | $37.74万 | 加仓 |
| CAT | CATERPILLAR INC | $91.82万 | 0.27% | 1,296 | 17 | 1.3% | $1.20万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $88.30万 | 0.26% | 11,139 | 1,871 | 20.2% | $14.83万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $86.64万 | 0.26% | 19,414 | 5,201 | 36.6% | $23.21万 | 加仓 |
| IWF | ISHARES TR | $81.63万 | 0.24% | 1,914 | 1 | 0.1% | $426 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $80.50万 | 0.24% | 952 | 24 | 2.6% | $2.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.05万 | 0.24% | 3,302 | 31 | 0.9% | $7,515 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $79.22万 | 0.24% | 16,600 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $78.87万 | 0.24% | 1,833 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $78.11万 | 0.23% | 15,042 | 123 | 0.8% | $6,387 | 加仓 |
| TSLA | TESLA INC | $75.90万 | 0.23% | 2,042 | 76 | 3.9% | $2.82万 | 加仓 |
| SDY | SPDR SERIES TRUST | $75.76万 | 0.23% | 5,191 | -4 | -0.1% | -$584 | 减仓 |
| PEP | PEPSICO INC | $75.66万 | 0.23% | 4,872 | -3 | -0.1% | -$466 | 减仓 |
| VGT | VANGUARD WORLD FD | $73.12万 | 0.22% | 1,048 | 148 | 16.4% | $10.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.54万 | 0.22% | 728 | 4 | 0.6% | $3,986 | 加仓 |
| ASML | ASML HLDG NV | $71.92万 | 0.22% | 544 | 544 | — | $71.92万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $71.22万 | 0.21% | 2,185 | 53 | 2.5% | $1.73万 | 加仓 |
| SHV | ISHARES TR | $70.86万 | 0.21% | 6,419 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $69.78万 | 0.21% | 3,617 | -17 | -0.5% | -$3,280 | 减仓 |
| EME | EMCOR GROUP INC | $66.45万 | 0.20% | 900 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $64.89万 | 0.19% | 2,147 | -70 | -3.2% | -$2.12万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $62.35万 | 0.19% | 7,951 | -300 | -3.6% | -$2.35万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $62.29万 | 0.19% | 3,962 | 24 | 0.6% | $3,774 | 加仓 |
| UL | UNILEVER PLC | $61.07万 | 0.18% | 10,720 | 337 | 3.2% | $1.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $60.99万 | 0.18% | 4,223 | -24 | -0.6% | -$3,466 | 减仓 |
| IAU | ISHARES GOLD TR | $59.57万 | 0.18% | 6,757 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $59.52万 | 0.18% | 13,486 | 480 | 3.7% | $2.12万 | 加仓 |
| AMGN | AMGEN INC | $54.43万 | 0.16% | 1,547 | 8 | 0.5% | $2,815 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $52.13万 | 0.16% | 1,125 | 4 | 0.4% | $1,853 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $50.97万 | 0.15% | 10,071 | 1,223 | 13.8% | $6.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $50.13万 | 0.15% | 1,003 | 55 | 5.8% | $2.75万 | 加仓 |
| PLD | PROLOGIS INC. | $49.98万 | 0.15% | 3,781 | 95 | 2.6% | $1.26万 | 加仓 |
| ORCL | ORACLE CORP | $46.69万 | 0.14% | 3,174 | -106 | -3.2% | -$1.56万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $45.75万 | 0.14% | 4,735 | 2 | 0.0% | $193 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $45.12万 | 0.14% | 1,492 | 6 | 0.4% | $1,814 | 加仓 |
| DEO | DIAGEO PLC | $44.78万 | 0.13% | 6,015 | 15 | 0.2% | $1,117 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $44.42万 | 0.13% | 3,000 | 1 | 0.0% | $148 | 加仓 |
| ICSH | ISHARES TR | $44.22万 | 0.13% | 8,736 | -28 | -0.3% | -$1,417 | 减仓 |
| DTD | WISDOMTREE TR | $42.94万 | 0.13% | 4,972 | 21 | 0.4% | $1,813 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $40.94万 | 0.12% | 7,052 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $39.97万 | 0.12% | 1,409 | -30 | -2.1% | -$8,510 | 减仓 |
| MUB | ISHARES TR | $39.36万 | 0.12% | 3,708 | 19 | 0.5% | $2,017 | 加仓 |
| WMT | WALMART INC | $38.83万 | 0.12% | 3,124 | 228 | 7.9% | $2.83万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $38.19万 | 0.11% | 7,904 | -38 | -0.5% | -$1,836 | 减仓 |
| PSX | PHILLIPS 66 | $37.04万 | 0.11% | 2,033 | 102 | 5.3% | $1.86万 | 加仓 |
| ABBV | ABBVIE INC | $36.99万 | 0.11% | 1,701 | 19 | 1.1% | $4,132 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $36.59万 | 0.11% | 15,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $36.37万 | 0.11% | 2,776 | 9 | 0.3% | $1,179 | 加仓 |
| BAC | BANK AMERICA CORP | $35.45万 | 0.11% | 7,272 | 411 | 6.0% | $2.00万 | 加仓 |