Sovran Advisors, LLC
SAN DIEGO CA · SEC CIK 0002051471
$13.01亿2026Q1 申报市值
578持仓数
18.4%前十大占比 · 第一大 2.9%
65 / 31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
VGT 加仓+$1,777.65万
VUG 加仓+$987.32万
IWF 加仓+$675.44万
IVV 加仓+$596.65万
UDEC 加仓+$523.69万
2026Q1 卖出最多 按季末市值估算
VRT 减仓-$892.58万
INNOVATOR ETFS T 清仓-$780.33万
IBIT 减仓-$692.28万
OEF 减仓-$584.49万
DELL 清仓-$350.38万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $273.14万 | 0.21% | 15,815 | 1,898 | 13.6% | $32.78万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $277.58万 | 0.21% | 25,867 | 55 | 0.2% | $5,902 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $279.08万 | 0.21% | 35,105 | 4,649 | 15.3% | $36.96万 | 加仓 |
| SHYG | ISHARES TR | $281.04万 | 0.22% | 65,864 | 6,094 | 10.2% | $26.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $282.20万 | 0.22% | 10,944 | 2,139 | 24.3% | $55.16万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $287.95万 | 0.22% | 8,597 | 439 | 5.4% | $14.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $290.00万 | 0.22% | 5,723 | 1,467 | 34.5% | $74.34万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $290.16万 | 0.22% | 87,874 | 24,994 | 39.7% | $82.53万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $290.77万 | 0.22% | 18,192 | 514 | 2.9% | $8.22万 | 加仓 |
| IEF | ISHARES TR | $303.20万 | 0.23% | 31,923 | -13,247 | -29.3% | -$125.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $303.23万 | 0.23% | 6,403 | 829 | 14.9% | $39.26万 | 加仓 |
| IDV | ISHARES TR | $308.56万 | 0.24% | 69,510 | -8,752 | -11.2% | -$38.85万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $317.42万 | 0.24% | 89,137 | 16,805 | 23.2% | $59.84万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $321.72万 | 0.25% | 87,758 | 2,232 | 2.6% | $8.18万 | 加仓 |
| GEV | GE VERNOVA INC | $321.90万 | 0.25% | 2,971 | 772 | 35.1% | $83.64万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $328.27万 | 0.25% | 15,875 | 161 | 1.0% | $3.33万 | 加仓 |
| WMT | WALMART INC | $329.14万 | 0.25% | 24,948 | -10,909 | -30.4% | -$143.92万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $331.41万 | 0.25% | 47,913 | -12,849 | -21.1% | -$88.88万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $337.26万 | 0.26% | 11,852 | 554 | 4.9% | $15.76万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $338.90万 | 0.26% | 102,388 | 2,671 | 2.7% | $8.84万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $342.59万 | 0.26% | 57,212 | 2,783 | 5.1% | $16.66万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $342.80万 | 0.26% | 132,869 | -1,240 | -0.9% | -$3.20万 | 减仓 |
| VO | VANGUARD INDEX FDS | $356.14万 | 0.27% | 46,067 | 35,928 | 354.4% | $277.76万 | 加仓 |
| IAGG | ISHARES TR | $368.65万 | 0.28% | 73,863 | 3,652 | 5.2% | $18.23万 | 加仓 |
| ASML | ASML HLDG NV | $369.83万 | 0.28% | 2,570 | 57 | 2.3% | $8.20万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $380.56万 | 0.29% | 196,875 | -3,574 | -1.8% | -$6.91万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $382.40万 | 0.29% | 119,240 | -2,820 | -2.3% | -$9.04万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $391.44万 | 0.30% | 51,370 | -3,418 | -6.2% | -$26.05万 | 减仓 |
| IYW | ISHARES TR | $396.75万 | 0.30% | 18,190 | 309 | 1.7% | $6.74万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $404.96万 | 0.31% | 107,847 | 6,189 | 6.1% | $23.24万 | 加仓 |
| ORCL | ORACLE CORP | $409.96万 | 0.32% | 25,402 | 23,400 | 1,168.8% | $377.65万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $412.65万 | 0.32% | 44,712 | 1,922 | 4.5% | $17.74万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.60万 | 0.32% | 10,493 | -186 | -1.7% | -$7.37万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $425.58万 | 0.33% | 6,019 | -2,600 | -30.2% | -$183.84万 | 减仓 |
| MUB | ISHARES TR | $426.13万 | 0.33% | 39,777 | 1,512 | 4.0% | $16.20万 | 加仓 |
| MGC | VANGUARD WORLD FD | $429.40万 | 0.33% | 16,344 | 1,911 | 13.2% | $50.21万 | 加仓 |
| IWY | ISHARES TR | $431.03万 | 0.33% | 15,451 | 652 | 4.4% | $18.19万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $437.98万 | 0.34% | 37,415 | 4 | 0.0% | $468 | 加仓 |
| — | INNOVATOR ETFS TRUST | $443.61万 | 0.34% | 145,899 | 6,026 | 4.3% | $18.32万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $445.44万 | 0.34% | 129,527 | -1,708 | -1.3% | -$5.87万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $450.71万 | 0.35% | 86,162 | -2,191 | -2.5% | -$11.46万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $474.58万 | 0.36% | 112,619 | 6,359 | 6.0% | $26.80万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $475.63万 | 0.37% | 54,942 | -685 | -1.2% | -$5.93万 | 减仓 |
| OEF | ISHARES TR | $485.22万 | 0.37% | 13,676 | -16,474 | -54.6% | -$584.49万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $488.70万 | 0.38% | 58,986 | 2,814 | 5.0% | $23.31万 | 加仓 |
| TLH | ISHARES TR | $489.03万 | 0.38% | 48,986 | -1,404 | -2.8% | -$14.02万 | 减仓 |
| IAU | ISHARES GOLD TR | $500.92万 | 0.38% | 57,677 | -13,964 | -19.5% | -$121.28万 | 减仓 |
| IMCV | ISHARES TR | $501.26万 | 0.39% | 55,996 | 1,278 | 2.3% | $11.44万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $505.56万 | 0.39% | 957,497 | 8,987 | 0.9% | $4.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $526.57万 | 0.40% | 71,642 | 826 | 1.2% | $6.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $527.13万 | 0.41% | 5,196 | -107 | -2.0% | -$10.86万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $533.65万 | 0.41% | 99,525 | 4,297 | 4.5% | $23.04万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $540.63万 | 0.42% | 252,630 | 53,608 | 26.9% | $114.72万 | 加仓 |
| GSAT | GLOBALSTAR INC | $547.29万 | 0.42% | 66,500 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $563.87万 | 0.43% | 12,650 | 2,788 | 28.3% | $124.28万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $569.03万 | 0.44% | 109,725 | 13,448 | 14.0% | $69.74万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $569.15万 | 0.44% | 139,430 | 128,293 | 1,152.0% | $523.69万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $581.77万 | 0.45% | 126,088 | 6,649 | 5.6% | $30.68万 | 加仓 |
| BIL | SPDR SERIES TRUST | $581.79万 | 0.45% | 63,486 | 4,732 | 8.1% | $43.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $590.10万 | 0.45% | 18,839 | 4,943 | 35.6% | $154.83万 | 加仓 |
| TSLA | TESLA INC | $598.82万 | 0.46% | 15,691 | 1,951 | 14.2% | $74.46万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $611.02万 | 0.47% | 122,572 | 18,549 | 17.8% | $92.47万 | 加仓 |
| MBB | ISHARES TR | $618.33万 | 0.48% | 65,238 | 21,046 | 47.6% | $199.47万 | 加仓 |
| EFG | ISHARES TR | $620.51万 | 0.48% | 52,100 | 29,223 | 127.7% | $348.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $633.26万 | 0.49% | 45,522 | 32,836 | 258.8% | $456.78万 | 加仓 |
| GOVT | ISHARES TR | $635.52万 | 0.49% | 278,491 | 162,434 | 140.0% | $370.67万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $635.59万 | 0.49% | 108,741 | -3,502 | -3.1% | -$20.47万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $657.68万 | 0.51% | 133,080 | 3,616 | 2.8% | $17.87万 | 加仓 |
| SLV | ISHARES SILVER TR | $665.31万 | 0.51% | 99,807 | 9,298 | 10.3% | $61.98万 | 加仓 |
| MTUM | ISHARES TR | $684.58万 | 0.53% | 24,107 | 2,992 | 14.2% | $84.97万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $695.99万 | 0.53% | 139,842 | -6,585 | -4.5% | -$32.77万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $696.38万 | 0.54% | 160,753 | -159,806 | -49.9% | -$692.28万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $702.13万 | 0.54% | 55,333 | 1,235 | 2.3% | $15.67万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $715.40万 | 0.55% | 51,542 | -12,227 | -19.2% | -$169.71万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $718.45万 | 0.55% | 168,809 | 18,288 | 12.1% | $77.83万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $730.95万 | 0.56% | 106,243 | 4,364 | 4.3% | $30.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $734.07万 | 0.56% | 32,096 | 1,245 | 4.0% | $28.47万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $740.41万 | 0.57% | 171,630 | 15,929 | 10.2% | $68.72万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $741.59万 | 0.57% | 146,792 | -1,253 | -0.8% | -$6.33万 | 减仓 |
| CRWV | COREWEAVE INC | $775.92万 | 0.60% | 69,527 | -911 | -1.3% | -$10.17万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $776.87万 | 0.60% | 51,380 | 3,229 | 6.7% | $48.82万 | 加仓 |
| AGG | ISHARES TR | $777.33万 | 0.60% | 78,439 | 3,543 | 4.7% | $35.11万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $780.31万 | 0.60% | 154,212 | 1,933 | 1.3% | $9.78万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $790.09万 | 0.61% | 194,269 | 12,542 | 6.9% | $51.01万 | 加仓 |
| QCOM | QUALCOMM INC | $820.73万 | 0.63% | 45,703 | 106 | 0.2% | $1.90万 | 加仓 |
| LTPZ | PIMCO ETF TR | $826.06万 | 0.63% | 160,618 | 1,960 | 1.2% | $10.08万 | 加仓 |
| TFLO | ISHARES TR | $841.02万 | 0.65% | 166,110 | 3,835 | 2.4% | $19.42万 | 加仓 |
| IWF | ISHARES TR | $887.51万 | 0.68% | 74,411 | 56,631 | 318.5% | $675.44万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $946.53万 | 0.73% | 278,555 | 24,021 | 9.4% | $81.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $958.92万 | 0.74% | 14,516 | 545 | 3.9% | $36.00万 | 加仓 |
| GLD | SPDR GOLD TR | $1,015.58万 | 0.78% | 23,972 | -80 | -0.3% | -$3.39万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,039.74万 | 0.80% | 396,846 | 28,961 | 7.9% | $75.88万 | 加仓 |
| TLT | ISHARES TR | $1,041.17万 | 0.80% | 121,604 | 8,867 | 7.9% | $75.92万 | 加仓 |
| IEMG | ISHARES INC | $1,048.42万 | 0.81% | 133,574 | -14,245 | -9.6% | -$111.81万 | 减仓 |
| GOOGL | ALPHABET INC | $1,119.27万 | 0.86% | 29,087 | 5,628 | 24.0% | $216.57万 | 加仓 |
| EFV | ISHARES TR | $1,132.04万 | 0.87% | 145,900 | 361 | 0.2% | $2.80万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,158.83万 | 0.89% | 259,595 | 10,104 | 4.0% | $45.10万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,183.70万 | 0.91% | 27,100 | 22,604 | 502.8% | $987.32万 | 加仓 |
| USAR | USA RARE EARTH INC | $1,186.62万 | 0.91% | 456,920 | -32,787 | -6.7% | -$85.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,255.52万 | 0.96% | 18,802 | 770 | 4.3% | $51.42万 | 加仓 |