Sound Stewardship, LLC
Overland Park KS · SEC CIK 0001998101
$2.42亿2026Q2 申报市值
73持仓数
57.4%前十大占比 · 第一大 13.9%
8 / 0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
BND 加仓+$126.14万
BSCT 加仓+$91.19万
SCZ 加仓+$43.00万
VEA 加仓+$38.95万
IVV 加仓+$38.42万
2026Q2 卖出最多 按季末市值估算
EMXC 减仓-$33.66万
VGT 减仓-$14.46万
EPR 减仓-$9.51万
TPLC 减仓-$7.78万
A 减仓-$6.44万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $3,366.59万 | 13.89% | 458,601 | 17,183 | 3.9% | $126.14万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $1,978.52万 | 8.16% | 649,548 | 9,111 | 1.4% | $27.75万 | 加仓 |
| IVV | ISHARES TR | $1,599.32万 | 6.60% | 21,356 | 513 | 2.5% | $38.42万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,223.27万 | 5.05% | 321,406 | 8,388 | 2.7% | $31.92万 | 加仓 |
| SCZ | ISHARES TR | $1,128.39万 | 4.65% | 137,157 | 5,227 | 4.0% | $43.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $980.85万 | 4.05% | 137,663 | 5,467 | 4.1% | $38.95万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $976.02万 | 4.03% | 184,993 | 3,794 | 2.1% | $20.02万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $890.87万 | 3.67% | 437,452 | 14,525 | 3.4% | $29.58万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $885.42万 | 3.65% | 48,878 | 329 | 0.7% | $5.96万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $874.32万 | 3.61% | 445,738 | 13,799 | 3.2% | $27.07万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $851.24万 | 3.51% | 458,271 | 49,091 | 12.0% | $91.19万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $844.25万 | 3.48% | 432,397 | 1,221 | 0.3% | $2.38万 | 加仓 |
| EMXC | ISHARES INC | $837.68万 | 3.46% | 81,885 | -3,290 | -3.9% | -$33.66万 | 减仓 |
| IJR | ISHARES TR | $793.08万 | 3.27% | 53,475 | 114 | 0.2% | $1.69万 | 加仓 |
| IJH | ISHARES TR | $778.90万 | 3.21% | 101,011 | 1,766 | 1.8% | $13.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $759.17万 | 3.13% | 63,518 | -1,210 | -1.9% | -$14.46万 | 减仓 |
| TIP | ISHARES TR | $664.93万 | 2.74% | 60,763 | 2,215 | 3.8% | $24.24万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $419.39万 | 1.73% | 75,200 | -401 | -0.5% | -$2.24万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $337.66万 | 1.39% | 9,125 | -169 | -1.8% | -$6.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $268.63万 | 1.11% | 45,005 | 2,714 | 6.4% | $16.20万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $244.95万 | 1.01% | 104,502 | 6,725 | 6.9% | $15.76万 | 加仓 |
| DGS | WISDOMTREE TR | $240.06万 | 0.99% | 37,097 | 2,408 | 6.9% | $15.58万 | 加仓 |
| IDV | ISHARES TR | $225.67万 | 0.93% | 54,469 | -530 | -1.0% | -$2.20万 | 减仓 |
| TPIF | TIMOTHY PLAN | $206.74万 | 0.85% | 55,410 | -1,274 | -2.2% | -$4.75万 | 减仓 |
| DGRO | ISHARES TR | $206.21万 | 0.85% | 27,208 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $142.20万 | 0.59% | 65,395 | 2,376 | 3.8% | $5.17万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $138.16万 | 0.57% | 61,829 | 2,184 | 3.7% | $4.88万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $135.12万 | 0.56% | 58,865 | 843 | 1.5% | $1.94万 | 加仓 |
| TPSC | TIMOTHY PLAN | $133.14万 | 0.55% | 27,749 | -958 | -3.3% | -$4.60万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $129.14万 | 0.53% | 61,115 | 7,027 | 13.0% | $14.85万 | 加仓 |
| AAPL | APPLE INC | $121.52万 | 0.50% | 4,199 | 1,111 | 36.0% | $32.15万 | 加仓 |
| ESML | ISHARES TR | $110.95万 | 0.46% | 19,838 | 70 | 0.4% | $3,915 | 加仓 |
| ITOT | ISHARES TR | $92.85万 | 0.38% | 5,652 | -63 | -1.1% | -$1.03万 | 减仓 |
| XVV | ISHARES TR | $91.29万 | 0.38% | 16,074 | 32 | 0.2% | $1,817 | 加仓 |
| MSFT | MICROSOFT CORP | $90.41万 | 0.37% | 2,424 | 445 | 22.5% | $16.60万 | 加仓 |
| TPLC | TIMOTHY PLAN | $87.84万 | 0.36% | 17,446 | -1,545 | -8.1% | -$7.78万 | 减仓 |
| NUDM | NUSHARES ETF TR | $80.26万 | 0.33% | 20,056 | -302 | -1.5% | -$1.21万 | 减仓 |
| EPR | EPR PPTYS | $78.31万 | 0.32% | 13,500 | -1,639 | -10.8% | -$9.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $67.71万 | 0.28% | 3,384 | 733 | 27.6% | $14.67万 | 加仓 |
| IXUS | ISHARES TR | $62.42万 | 0.26% | 6,540 | -113 | -1.7% | -$1.08万 | 减仓 |
| DLS | WISDOMTREE TR | $61.80万 | 0.25% | 7,376 | 6 | 0.1% | $503 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $52.60万 | 0.22% | 6,070 | -225 | -3.6% | -$1.95万 | 减仓 |
| SUSA | ISHARES TR | $49.77万 | 0.21% | 3,226 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $49.52万 | 0.20% | 6,491 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $49.03万 | 0.20% | 4,720 | 11 | 0.2% | $1,143 | 加仓 |
| NEE | NEXTERA ENERGY INC | $48.68万 | 0.20% | 5,546 | -72 | -1.3% | -$6,320 | 减仓 |
| VOO | VANGUARD INDEX FDS | $42.31万 | 0.17% | 616 | 5 | 0.8% | $3,434 | 加仓 |
| GOOGL | ALPHABET INC | $42.14万 | 0.17% | 1,179 | 423 | 56.0% | $15.12万 | 加仓 |
| IAU | ISHARES GOLD TR | $37.49万 | 0.15% | 4,965 | 115 | 2.4% | $8,684 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.31万 | 0.15% | 500 | 1 | 0.2% | $746 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.97万 | 0.15% | 12,563 | 969 | 8.4% | $2.85万 | 加仓 |
| EVRG | EVERGY INC | $36.58万 | 0.15% | 4,232 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $34.14万 | 0.14% | 2,570 | -485 | -15.9% | -$6.44万 | 减仓 |
| PWR | QUANTA SVCS INC | $33.70万 | 0.14% | 468 | 13 | 2.9% | $9,361 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $33.36万 | 0.14% | 4,490 | -133 | -2.9% | -$9,883 | 减仓 |
| — | PRAXIS FDS | $33.10万 | 0.14% | 8,484 | 8,484 | — | $33.10万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $31.00万 | 0.13% | 947 | 292 | 44.6% | $9.56万 | 重新持有 |
| AVGO | BROADCOM INC | $28.56万 | 0.12% | 756 | 756 | — | $28.56万 | 新建仓 |
| NUEM | NUSHARES ETF TR | $28.44万 | 0.12% | 6,702 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $28.19万 | 0.12% | 3,499 | 211 | 6.4% | $1.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.07万 | 0.12% | 561 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $26.85万 | 0.11% | 1,697 | -51 | -2.9% | -$8,070 | 减仓 |
| XJH | ISHARES TR | $26.84万 | 0.11% | 5,146 | -44 | -0.8% | -$2,295 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $24.50万 | 0.10% | 9,245 | 153 | 1.7% | $4,054 | 加仓 |
| LRCX | LAM RESEARCH CORP | $23.83万 | 0.10% | 550 | 550 | — | $23.83万 | 新建仓 |
| CAT | CATERPILLAR INC | $23.26万 | 0.10% | 218 | 218 | — | $23.26万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $22.63万 | 0.09% | 3,919 | 0 | 0.0% | — | 重新持有 |
| GRMN | GARMIN LTD | $22.52万 | 0.09% | 948 | 948 | — | $22.52万 | 新建仓 |
| ISTB | ISHARES TR | $22.01万 | 0.09% | 4,561 | 4,561 | — | $22.01万 | 新建仓 |
| TSLA | TESLA INC | $21.26万 | 0.09% | 505 | -42 | -7.7% | -$1.77万 | 减仓 |
| OGE | OGE ENERGY CORP | $20.85万 | 0.09% | 4,285 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $20.54万 | 0.08% | 597 | 597 | — | $20.54万 | 新建仓 |
| DOL | WISDOMTREE TR | $20.48万 | 0.08% | 2,753 | 2,753 | — | $20.48万 | 新建仓 |