SARD WEALTH MANAGEMENT GROUP, LLC
ATLANTA GA · SEC CIK 0002010095
$2.09亿2026Q2 申报市值
61持仓数
80.3%前十大占比 · 第一大 17.4%
4 / 3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
FBND 加仓+$150.80万
CGSM 加仓+$142.28万
FV 加仓+$79.89万
FEGE 加仓+$79.59万
RSP 加仓+$59.85万
2026Q2 卖出最多 按季末市值估算
MINT 减仓-$147.65万
PEP 清仓-$20.96万
ACN 清仓-$20.30万
COST 清仓-$20.21万
AAPL 减仓-$17.56万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,350 | -100.0% | -$20.96万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,024 | -100.0% | -$20.30万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -203 | -100.0% | -$20.21万 | 清仓 |
| ETR | ENTERGY CORP NEW | $20.07万 | 0.10% | 1,747 | 1,747 | — | $20.07万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.43万 | 0.10% | 727 | 727 | — | $20.43万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.23万 | 0.10% | 6,376 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $21.58万 | 0.10% | 20,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $21.98万 | 0.11% | 1,051 | 1,051 | — | $21.98万 | 新建仓 |
| — | FEDERATED HERMES PREM MUNI I | $22.64万 | 0.11% | 19,706 | -892 | -4.3% | -$1.02万 | 减仓 |
| ALL | ALLSTATE CORP | $23.46万 | 0.11% | 986 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $24.50万 | 0.12% | 655 | 655 | — | $24.50万 | 新建仓 |
| IAU | ISHARES GOLD TR | $25.18万 | 0.12% | 3,334 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $26.53万 | 0.13% | 1,698 | 5 | 0.3% | $781 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $28.85万 | 0.14% | 2,359 | 6 | 0.3% | $734 | 加仓 |
| ITA | ISHARES TR | $29.57万 | 0.14% | 1,220 | 1 | 0.1% | $242 | 加仓 |
| ABBV | ABBVIE INC | $30.99万 | 0.15% | 1,231 | 2 | 0.2% | $503 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $31.14万 | 0.15% | 1,763 | 2 | 0.1% | $353 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $32.37万 | 0.15% | 6,569 | 9 | 0.1% | $444 | 加仓 |
| EFA | ISHARES TR | $33.51万 | 0.16% | 3,225 | 49 | 1.5% | $5,091 | 加仓 |
| T | AT&T INC | $33.97万 | 0.16% | 16,410 | 61 | 0.4% | $1,263 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $37.20万 | 0.18% | 7,474 | 52 | 0.7% | $2,588 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $38.33万 | 0.18% | 18,006 | 99 | 0.6% | $2,107 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $38.42万 | 0.18% | 3,473 | 10 | 0.3% | $1,106 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $38.79万 | 0.19% | 1,527 | 7 | 0.5% | $1,778 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $43.29万 | 0.21% | 4,027 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $46.93万 | 0.22% | 4,144 | -24 | -0.6% | -$2,718 | 减仓 |
| BAC | BANK OF AMER CORP | $49.04万 | 0.23% | 8,607 | 45 | 0.5% | $2,564 | 加仓 |
| D | DOMINION ENERGY INC | $51.64万 | 0.25% | 7,562 | 33 | 0.4% | $2,254 | 加仓 |
| META | META PLATFORMS INC | $53.26万 | 0.25% | 946 | 12 | 1.3% | $6,756 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $55.21万 | 0.26% | 20,099 | 160 | 0.8% | $4,395 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $56.00万 | 0.27% | 4,800 | -370 | -7.2% | -$4.32万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $61.64万 | 0.29% | 13,059 | 447 | 3.5% | $2.11万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $66.19万 | 0.32% | 23,742 | -571 | -2.3% | -$1.59万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $74.22万 | 0.35% | 19,812 | 11,217 | 130.5% | $42.02万 | 加仓 |
| IWM | ISHARES TR | $77.41万 | 0.37% | 2,576 | 5 | 0.2% | $1,503 | 加仓 |
| KO | COCA COLA CO | $82.00万 | 0.39% | 10,089 | 109 | 1.1% | $8,859 | 加仓 |
| SO | SOUTHERN CO | $82.78万 | 0.40% | 8,649 | 180 | 2.1% | $1.72万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $84.66万 | 0.40% | 21,944 | 18 | 0.1% | $694 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $90.71万 | 0.43% | 20,449 | -177 | -0.9% | -$7,852 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.67万 | 0.44% | 1,852 | -1 | -0.1% | -$500 | 减仓 |
| GOOGL | ALPHABET INC | $94.54万 | 0.45% | 2,645 | 33 | 1.3% | $1.18万 | 加仓 |
| FEGE | RBB FUND TRUST | $102.82万 | 0.49% | 21,017 | 16,269 | 342.6% | $79.59万 | 加仓 |
| — | EXXON MOBIL CORP | $102.99万 | 0.49% | 7,533 | 3 | 0.0% | $410 | 加仓 |
| HD | HOME DEPOT INC | $110.75万 | 0.53% | 3,140 | 20 | 0.6% | $7,054 | 加仓 |
| MCK | MCKESSON CORP | $119.56万 | 0.57% | 1,582 | 1 | 0.1% | $756 | 加仓 |
| NVDA | NVIDIA CORPORATION | $147.45万 | 0.71% | 7,369 | 60 | 0.8% | $1.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $157.26万 | 0.75% | 10,724 | 54 | 0.5% | $7,918 | 加仓 |
| MSFT | MICROSOFT CORP | $167.19万 | 0.80% | 4,482 | 12 | 0.3% | $4,476 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $177.11万 | 0.85% | 67,127 | 53,924 | 408.4% | $142.28万 | 加仓 |
| MINT | PIMCO ETF TR | $182.38万 | 0.87% | 18,091 | -14,646 | -44.7% | -$147.65万 | 减仓 |
| AMZN | AMAZON COM INC | $188.69万 | 0.90% | 7,917 | 84 | 1.1% | $2.00万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $269.69万 | 1.29% | 65,619 | 1,408 | 2.2% | $5.79万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $295.46万 | 1.41% | 39,447 | -222 | -0.6% | -$1.66万 | 减仓 |
| AAPL | APPLE INC | $342.57万 | 1.64% | 11,839 | -607 | -4.9% | -$17.56万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $549.94万 | 2.63% | 23,241 | 142 | 0.6% | $3.36万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $608.16万 | 2.91% | 167,122 | 7,982 | 5.0% | $29.05万 | 加仓 |
| ITOT | ISHARES TR | $984.69万 | 4.71% | 59,943 | -566 | -0.9% | -$9.30万 | 减仓 |
| IJR | ISHARES TR | $1,097.93万 | 5.25% | 74,029 | 2,293 | 3.2% | $34.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,508.52万 | 7.21% | 475,724 | 18,308 | 4.0% | $58.05万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,519.99万 | 7.27% | 99,881 | 3,742 | 3.9% | $56.95万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,977.80万 | 9.46% | 92,955 | 2,813 | 3.1% | $59.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,118.07万 | 10.13% | 57,239 | 1,497 | 2.7% | $55.39万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,787.08万 | 13.33% | 612,680 | 33,151 | 5.7% | $150.80万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3,633.00万 | 17.37% | 478,783 | 10,529 | 2.2% | $79.89万 | 加仓 |