Sound Stewardship, LLC
Overland Park KS · SEC CIK 0001998101
$2.18亿2026Q1 申报市值
63持仓数
59.1%前十大占比 · 第一大 14.9%
2 / 0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
BSCT 加仓+$550.24万
BND 加仓+$171.98万
BSJT 加仓+$80.10万
BSCS 加仓+$45.56万
IVV 加仓+$44.48万
2026Q1 卖出最多 按季末市值估算
GLTR 减仓-$217.17万
FNDF 减仓-$30.58万
EMXC 减仓-$27.82万
IJR 减仓-$25.57万
IAU 减仓-$11.46万
2026Q1 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 | $3,250.60万 | 14.89% | 441,418 | 23,354 | 5.6% | $171.98万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $1,741.99万 | 7.98% | 640,437 | 5,416 | 0.9% | $14.73万 | 加仓 |
| IVV | ISHARES TR | $1,361.49万 | 6.24% | 20,843 | 681 | 3.4% | $44.48万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,061.86万 | 4.86% | 48,549 | -9,929 | -17.0% | -$217.17万 | 减仓 |
| SCZ | ISHARES TR | $1,034.47万 | 4.74% | 131,930 | 650 | 0.5% | $5.10万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,015.12万 | 4.65% | 313,018 | 11,814 | 3.9% | $38.31万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $886.61万 | 4.06% | 181,199 | -6,249 | -3.3% | -$30.58万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $863.74万 | 3.96% | 422,927 | 22,306 | 5.6% | $45.56万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $847.68万 | 3.88% | 431,939 | 21,574 | 5.3% | $42.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $847.11万 | 3.88% | 132,196 | -280 | -0.2% | -$1.79万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $842.09万 | 3.86% | 431,176 | 11,859 | 2.8% | $23.16万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $763.55万 | 3.50% | 409,180 | 294,871 | 258.0% | $550.24万 | 加仓 |
| IJH | ISHARES TR | $670.20万 | 3.07% | 99,245 | 1,804 | 1.9% | $12.18万 | 加仓 |
| EMXC | ISHARES INC | $669.99万 | 3.07% | 85,175 | -3,537 | -4.0% | -$27.82万 | 减仓 |
| IJR | ISHARES TR | $663.34万 | 3.04% | 53,361 | -2,057 | -3.7% | -$25.57万 | 减仓 |
| TIP | ISHARES TR | $646.13万 | 2.96% | 58,548 | 2,565 | 4.6% | $28.31万 | 加仓 |
| VGT | VANGUARD WORLD FD | $564.55万 | 2.59% | 8,091 | 190 | 2.4% | $13.26万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $346.78万 | 1.59% | 75,601 | -1,827 | -2.4% | -$8.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $298.16万 | 1.37% | 9,294 | -60 | -0.6% | -$1.92万 | 减仓 |
| IDV | ISHARES TR | $234.08万 | 1.07% | 54,999 | -1,827 | -3.2% | -$7.78万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $228.58万 | 1.05% | 42,291 | -558 | -1.3% | -$3.02万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $228.02万 | 1.04% | 97,777 | 3,951 | 4.2% | $9.21万 | 加仓 |
| DGS | WISDOMTREE TR | $208.48万 | 0.96% | 34,689 | -1,207 | -3.4% | -$7.25万 | 减仓 |
| TPIF | TIMOTHY PLAN | $204.29万 | 0.94% | 56,684 | 595 | 1.1% | $2.14万 | 加仓 |
| DGRO | ISHARES TR | $190.95万 | 0.87% | 27,208 | -896 | -3.2% | -$6.29万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $136.66万 | 0.63% | 63,019 | 3,224 | 5.4% | $6.99万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $134.47万 | 0.62% | 58,022 | 1,716 | 3.0% | $3.98万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $133.40万 | 0.61% | 59,645 | 4,344 | 7.9% | $9.72万 | 加仓 |
| TPSC | TIMOTHY PLAN | $121.85万 | 0.56% | 28,707 | 571 | 2.0% | $2.42万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $113.77万 | 0.52% | 54,088 | 38,080 | 237.9% | $80.10万 | 加仓 |
| ESML | ISHARES TR | $92.95万 | 0.43% | 19,768 | -448 | -2.2% | -$2.11万 | 减仓 |
| TPLC | TIMOTHY PLAN | $88.19万 | 0.40% | 18,991 | 1,802 | 10.5% | $8.37万 | 加仓 |
| ITOT | ISHARES TR | $81.39万 | 0.37% | 5,715 | -359 | -5.9% | -$5.11万 | 减仓 |
| XVV | ISHARES TR | $78.96万 | 0.36% | 16,042 | 620 | 4.0% | $3.05万 | 加仓 |
| AAPL | APPLE INC | $78.36万 | 0.36% | 3,088 | 1 | 0.0% | $254 | 加仓 |
| EPR | EPR PPTYS | $75.63万 | 0.35% | 15,139 | 4,217 | 38.6% | $21.07万 | 加仓 |
| NUDM | NUSHARES ETF TR | $73.51万 | 0.34% | 20,358 | 4,899 | 31.7% | $17.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $73.24万 | 0.34% | 1,979 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $60.07万 | 0.28% | 7,370 | -441 | -5.6% | -$3.59万 | 减仓 |
| IXUS | ISHARES TR | $57.64万 | 0.26% | 6,653 | -74 | -1.1% | -$6,411 | 减仓 |
| NEE | NEXTERA ENERGY INC | $52.18万 | 0.24% | 5,618 | -108 | -1.9% | -$1.00万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $49.52万 | 0.23% | 6,295 | -509 | -7.5% | -$4.00万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $46.58万 | 0.21% | 6,491 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $46.24万 | 0.21% | 2,651 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $45.74万 | 0.21% | 4,709 | -178 | -3.6% | -$1.73万 | 减仓 |
| IAU | ISHARES GOLD TR | $42.76万 | 0.20% | 4,850 | -1,300 | -21.1% | -$11.46万 | 减仓 |
| SUSA | ISHARES TR | $42.61万 | 0.20% | 3,226 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $36.54万 | 0.17% | 611 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $34.82万 | 0.16% | 3,055 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $34.67万 | 0.16% | 4,232 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.45万 | 0.15% | 499 | -5 | -1.0% | -$3,252 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $30.57万 | 0.14% | 4,623 | -1,084 | -19.0% | -$7.17万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $29.73万 | 0.14% | 11,594 | -3,195 | -21.6% | -$8.19万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.88万 | 0.12% | 561 | -12 | -2.1% | -$5,750 | 减仓 |
| PWR | QUANTA SVCS INC | $24.98万 | 0.11% | 455 | 455 | — | $24.98万 | 新建仓 |
| NUEM | NUSHARES ETF TR | $24.62万 | 0.11% | 6,702 | -387 | -5.5% | -$1.42万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $24.19万 | 0.11% | 9,092 | 197 | 2.2% | $5,242 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.60万 | 0.11% | 822 | 1 | 0.1% | $287 | 加仓 |
| XJH | ISHARES TR | $23.55万 | 0.11% | 5,190 | -265 | -4.9% | -$1.20万 | 减仓 |
| XBI | SPDR SERIES TRUST | $22.32万 | 0.10% | 1,748 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $21.74万 | 0.10% | 756 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $20.55万 | 0.09% | 4,285 | 4,285 | — | $20.55万 | 新建仓 |
| TSLA | TESLA INC | $20.35万 | 0.09% | 547 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |