Sovran Advisors, LLC
SAN DIEGO CA · SEC CIK 0002051471
$13.43亿2026Q2 申报市值
615持仓数
19.7%前十大占比 · 第一大 3.7%
53 / 26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
IVV 加仓+$1,133.51万
IDU 加仓+$530.38万
ZALT 加仓+$522.00万
IUSB 加仓+$482.51万
IONS 新建仓+$469.96万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$2,596.26万
VGT 减仓-$2,283.55万
VUG 减仓-$1,131.37万
VO 减仓-$1,123.26万
MGK 减仓-$607.84万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $701.59万 | 0.52% | 311,887 | 33,396 | 12.0% | $75.12万 | 加仓 |
| QCOM | QUALCOMM INC | $729.81万 | 0.54% | 44,807 | -896 | -2.0% | -$14.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $733.51万 | 0.55% | 105,390 | -853 | -0.8% | -$5.94万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $745.22万 | 0.56% | 169,831 | 1,022 | 0.6% | $4.48万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $754.03万 | 0.56% | 61,040 | 15,518 | 34.1% | $191.69万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $756.89万 | 0.56% | 31,728 | -368 | -1.1% | -$8.78万 | 减仓 |
| IDU | ISHARES TR | $758.26万 | 0.56% | 65,724 | 45,972 | 232.7% | $530.38万 | 加仓 |
| EFV | ISHARES TR | $778.48万 | 0.58% | 97,677 | -48,223 | -33.1% | -$384.34万 | 减仓 |
| IEMG | ISHARES INC | $794.12万 | 0.59% | 107,096 | -26,478 | -19.8% | -$196.33万 | 减仓 |
| LTPZ | PIMCO ETF TR | $794.24万 | 0.59% | 163,290 | 2,672 | 1.7% | $13.00万 | 加仓 |
| AGG | ISHARES TR | $797.00万 | 0.59% | 81,393 | 2,954 | 3.8% | $28.93万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $800.77万 | 0.60% | 158,442 | 4,230 | 2.7% | $21.38万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $809.31万 | 0.60% | 52,434 | 1,054 | 2.1% | $16.27万 | 加仓 |
| IWF | ISHARES TR | $870.73万 | 0.65% | 74,753 | -222,891 | -74.9% | -$2,596.26万 | 减仓 |
| TFLO | ISHARES TR | $909.56万 | 0.68% | 179,613 | 13,503 | 8.1% | $68.38万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $939.83万 | 0.70% | 185,516 | 38,724 | 26.4% | $196.18万 | 加仓 |
| GLD | SPDR GOLD TR | $963.32万 | 0.72% | 26,080 | 2,108 | 8.8% | $77.86万 | 加仓 |
| GOOGL | ALPHABET INC | $1,018.66万 | 0.76% | 30,525 | 1,438 | 4.9% | $47.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,034.50万 | 0.77% | 15,426 | 910 | 6.3% | $61.03万 | 加仓 |
| TLT | ISHARES TR | $1,071.02万 | 0.80% | 127,139 | 5,535 | 4.6% | $46.63万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,090.42万 | 0.81% | 244,654 | -14,941 | -5.8% | -$66.59万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,119.44万 | 0.83% | 430,389 | 33,543 | 8.5% | $87.25万 | 加仓 |
| GOOG | ALPHABET INC | $1,229.40万 | 0.92% | 36,963 | 2,579 | 7.5% | $85.78万 | 加仓 |
| QUAL | ISHARES TR | $1,249.01万 | 0.93% | 57,830 | -16,230 | -21.9% | -$350.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,262.33万 | 0.94% | 19,076 | 274 | 1.5% | $18.13万 | 加仓 |
| AVGO | BROADCOM INC | $1,316.41万 | 0.98% | 34,559 | 854 | 2.5% | $32.53万 | 加仓 |
| META | META PLATFORMS INC | $1,332.85万 | 0.99% | 22,461 | 1,504 | 7.2% | $89.25万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,482.46万 | 1.10% | 306,041 | -33,204 | -9.8% | -$160.84万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $1,494.57万 | 1.11% | 305,170 | 34,206 | 12.6% | $167.52万 | 加仓 |
| AMZN | AMAZON COM INC | $1,535.96万 | 1.14% | 66,532 | 2,953 | 4.6% | $68.17万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,536.06万 | 1.14% | 694,734 | 65,824 | 10.5% | $145.54万 | 加仓 |
| IVW | ISHARES TR | $1,823.98万 | 1.36% | 138,359 | 6,041 | 4.6% | $79.64万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,979.12万 | 1.47% | 301,511 | 1,713 | 0.6% | $11.24万 | 加仓 |
| IUSB | ISHARES TR | $1,979.55万 | 1.47% | 434,972 | 106,023 | 32.2% | $482.51万 | 加仓 |
| IVE | ISHARES TR | $2,090.87万 | 1.56% | 89,194 | -4,910 | -5.2% | -$115.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2,324.55万 | 1.73% | 559,190 | -511 | -0.1% | -$2.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,401.76万 | 1.79% | 32,419 | 1,921 | 6.3% | $142.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,514.58万 | 1.87% | 127,637 | 7,812 | 6.5% | $153.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,541.47万 | 1.89% | 64,611 | 5,499 | 9.3% | $216.30万 | 加仓 |
| AAPL | APPLE INC | $3,698.55万 | 2.75% | 108,755 | -6,126 | -5.3% | -$208.33万 | 减仓 |
| IVV | ISHARES TR | $5,034.23万 | 3.75% | 67,645 | 15,231 | 29.1% | $1,133.51万 | 加仓 |