SARD WEALTH MANAGEMENT GROUP, LLC
ATLANTA GA · SEC CIK 0002010095
$1.84亿2026Q1 申报市值
60持仓数
79.2%前十大占比 · 第一大 15.4%
4 / 2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
AAPL 加仓+$81.52万
FBND 加仓+$65.71万
AMZN 加仓+$48.53万
CGSM 新建仓+$34.70万
BRK/B 加仓+$26.36万
2026Q1 卖出最多 按季末市值估算
CGDG 清仓-$28.14万
CGDV 减仓-$20.03万
PTLC 清仓-$20.02万
MCK 减仓-$17.48万
FV 减仓-$11.57万
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 |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $0 | 0.00% | 0 | -7,896 | -100.0% | -$28.14万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -3,602 | -100.0% | -$20.02万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.21万 | 0.11% | 203 | 203 | — | $20.21万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $20.30万 | 0.11% | 1,024 | -6 | -0.6% | -$1,190 | 减仓 |
| ALL | ALLSTATE CORP | $20.45万 | 0.11% | 986 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $20.60万 | 0.11% | 20,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.96万 | 0.11% | 1,350 | 1,350 | — | $20.96万 | 新建仓 |
| FEGE | RBB FUND TRUST | $22.32万 | 0.12% | 4,748 | 4,748 | — | $22.32万 | 新建仓 |
| — | FEDERATED HERMES PREM MUNI I | $22.51万 | 0.12% | 20,598 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $24.50万 | 0.13% | 6,376 | 46 | 0.7% | $1,767 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $25.33万 | 0.14% | 2,353 | 7 | 0.3% | $753 | 加仓 |
| DVY | ISHARES TR | $25.63万 | 0.14% | 1,693 | 5 | 0.3% | $757 | 加仓 |
| ITA | ISHARES TR | $26.66万 | 0.14% | 1,219 | 1 | 0.1% | $219 | 加仓 |
| ABBV | ABBVIE INC | $26.73万 | 0.15% | 1,229 | 145 | 13.4% | $3.15万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $27.13万 | 0.15% | 8,595 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.91万 | 0.15% | 6,560 | -4,708 | -41.8% | -$20.03万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $29.19万 | 0.16% | 1,761 | 108 | 6.5% | $1.79万 | 加仓 |
| IAU | ISHARES GOLD TR | $29.39万 | 0.16% | 3,334 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $30.84万 | 0.17% | 3,176 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $34.70万 | 0.19% | 13,203 | 13,203 | — | $34.70万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $36.95万 | 0.20% | 7,422 | 34 | 0.5% | $1,693 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.17万 | 0.20% | 1,520 | 35 | 2.4% | $8,558 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $37.24万 | 0.20% | 17,907 | 52 | 0.3% | $1,082 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $39.20万 | 0.21% | 3,463 | 8 | 0.2% | $906 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $39.62万 | 0.22% | 4,027 | 367 | 10.0% | $3.61万 | 加仓 |
| BAC | BANK AMERICA CORP | $41.74万 | 0.23% | 8,562 | -163 | -1.9% | -$7,946 | 减仓 |
| D | DOMINION ENERGY INC | $46.54万 | 0.25% | 7,529 | 36 | 0.5% | $2,225 | 加仓 |
| T | AT&T INC | $47.40万 | 0.26% | 16,349 | 63 | 0.4% | $1,826 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $50.69万 | 0.28% | 12,612 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.80万 | 0.28% | 4,168 | -121 | -2.8% | -$1.50万 | 减仓 |
| META | META PLATFORMS INC | $53.43万 | 0.29% | 934 | 201 | 27.4% | $11.50万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $54.13万 | 0.29% | 19,939 | 1,952 | 10.9% | $5.30万 | 加仓 |
| IWM | ISHARES TR | $63.77万 | 0.35% | 2,571 | 4 | 0.2% | $992 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $65.43万 | 0.36% | 24,313 | 87 | 0.4% | $2,341 | 加仓 |
| GOOGL | ALPHABET INC | $75.12万 | 0.41% | 2,612 | 430 | 19.7% | $12.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.63万 | 0.41% | 5,170 | -12 | -0.2% | -$1,755 | 减仓 |
| KO | COCA COLA CO | $75.90万 | 0.41% | 9,980 | -227 | -2.2% | -$1.73万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $77.64万 | 0.42% | 21,926 | 14 | 0.1% | $496 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.15万 | 0.44% | 20,626 | 53 | 0.3% | $2,060 | 加仓 |
| SO | SOUTHERN CO | $81.75万 | 0.44% | 8,469 | -50 | -0.6% | -$4,826 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $88.80万 | 0.48% | 1,853 | 550 | 42.2% | $26.36万 | 加仓 |
| HD | HOME DEPOT INC | $102.60万 | 0.56% | 3,120 | -22 | -0.7% | -$7,235 | 减仓 |
| NVDA | NVIDIA CORPORATION | $127.46万 | 0.69% | 7,309 | -513 | -6.6% | -$8.95万 | 减仓 |
| — | EXXON MOBIL CORP | $127.76万 | 0.69% | 7,530 | -97 | -1.3% | -$1.65万 | 减仓 |
| MCK | MCKESSON CORP | $136.80万 | 0.74% | 1,581 | -202 | -11.3% | -$17.48万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $154.11万 | 0.84% | 10,670 | 52 | 0.5% | $7,511 | 加仓 |
| AMZN | AMAZON COM INC | $163.14万 | 0.89% | 7,833 | 2,330 | 42.3% | $48.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $165.45万 | 0.90% | 4,470 | -47 | -1.0% | -$1.74万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $228.53万 | 1.24% | 64,211 | 126 | 0.2% | $4,484 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $290.14万 | 1.58% | 39,669 | -221 | -0.6% | -$1.62万 | 减仓 |
| AAPL | APPLE INC | $315.88万 | 1.72% | 12,446 | 3,212 | 34.8% | $81.52万 | 加仓 |
| MINT | PIMCO ETF TR | $329.24万 | 1.79% | 32,737 | 90 | 0.3% | $9,051 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $496.76万 | 2.70% | 23,099 | -53 | -0.2% | -$1.14万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $526.91万 | 2.86% | 159,140 | 7,589 | 5.0% | $25.13万 | 加仓 |
| ITOT | ISHARES TR | $861.82万 | 4.69% | 60,509 | -689 | -1.1% | -$9.81万 | 减仓 |
| IJR | ISHARES TR | $891.75万 | 4.85% | 71,736 | -25 | -0.0% | -$3,108 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,403.05万 | 7.63% | 96,139 | 255 | 0.3% | $3.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,403.35万 | 7.63% | 457,416 | 748 | 0.2% | $2.29万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,730.01万 | 9.41% | 90,142 | 61 | 0.1% | $1.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,788.25万 | 9.72% | 55,742 | -325 | -0.6% | -$10.43万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,643.81万 | 14.37% | 579,529 | 14,403 | 2.5% | $65.71万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $2,830.01万 | 15.39% | 468,254 | -1,914 | -0.4% | -$11.57万 | 减仓 |