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 |
|---|---|---|---|---|---|---|---|---|
| LOB | LIVE OAK BANCSHARES INC | $147.48万 | 0.11% | 34,362 | 1,820 | 5.6% | $7.81万 | 加仓 |
| VLO | VALERO ENERGY CORP | $147.30万 | 0.11% | 4,928 | 466 | 10.4% | $13.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $145.86万 | 0.11% | 3,402 | 1,341 | 65.1% | $57.50万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $145.75万 | 0.11% | 16,973 | 523 | 3.2% | $4.49万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $145.67万 | 0.11% | 12,148 | 2,215 | 22.3% | $26.56万 | 加仓 |
| SDY | SPDR SERIES TRUST | $145.33万 | 0.11% | 9,157 | -37 | -0.4% | -$5,872 | 减仓 |
| MSTR | STRATEGY INC | $144.70万 | 0.11% | 15,048 | 905 | 6.4% | $8.70万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $144.36万 | 0.11% | 6,796 | 179 | 2.7% | $3.80万 | 加仓 |
| BANR | BANNER CORP | $144.34万 | 0.11% | 20,459 | 836 | 4.3% | $5.90万 | 加仓 |
| AMGN | AMGEN INC | $144.13万 | 0.11% | 3,667 | -2,243 | -38.0% | -$88.16万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $141.87万 | 0.11% | 17,047 | 2,478 | 17.0% | $20.62万 | 加仓 |
| DIVB | ISHARES TR | $140.73万 | 0.10% | 21,131 | -178 | -0.8% | -$1.19万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $140.67万 | 0.10% | 3,888 | 60 | 1.6% | $2.17万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $139.63万 | 0.10% | 30,446 | -95,642 | -75.9% | -$438.62万 | 减仓 |
| DGRW | WISDOMTREE TR | $138.40万 | 0.10% | 14,366 | -514 | -3.5% | -$4.95万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $137.80万 | 0.10% | 24,209 | 8,399 | 53.1% | $47.81万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $137.12万 | 0.10% | 50,466 | 3,679 | 7.9% | $10.00万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $136.81万 | 0.10% | 7,931 | 959 | 13.8% | $16.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $136.64万 | 0.10% | 6,334 | 705 | 12.5% | $15.21万 | 加仓 |
| IYK | ISHARES TR | $134.90万 | 0.10% | 17,511 | 330 | 1.9% | $2.54万 | 加仓 |
| PULS | PGIM ETF TR | $134.59万 | 0.10% | 27,091 | 5,934 | 28.0% | $29.48万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $133.94万 | 0.10% | 8,997 | 803 | 9.8% | $11.95万 | 加仓 |
| MINT | PIMCO ETF TR | $133.81万 | 0.10% | 13,284 | 1,187 | 9.8% | $11.96万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $133.02万 | 0.10% | 13,177 | 7 | 0.1% | $707 | 加仓 |
| NOW | SERVICENOW INC | $130.65万 | 0.10% | 11,811 | 888 | 8.1% | $9.82万 | 加仓 |
| HD | HOME DEPOT INC | $129.65万 | 0.10% | 3,764 | -747 | -16.6% | -$25.73万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $127.95万 | 0.10% | 43,759 | 2,435 | 5.9% | $7.12万 | 加仓 |
| RTX | RTX CORPORATION | $126.98万 | 0.09% | 5,809 | 330 | 6.0% | $7.21万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $125.07万 | 0.09% | 71,187 | -181,443 | -71.8% | -$318.79万 | 减仓 |
| DGRO | ISHARES TR | $124.54万 | 0.09% | 15,912 | 373 | 2.4% | $2.92万 | 加仓 |
| ESGU | ISHARES TR | $124.28万 | 0.09% | 7,652 | -1 | -0.0% | -$162 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $123.49万 | 0.09% | 8,298 | 311 | 3.9% | $4.63万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $123.01万 | 0.09% | 20,692 | -386 | -1.8% | -$2.29万 | 减仓 |
| IFRA | ISHARES TR | $120.89万 | 0.09% | 20,155 | -380 | -1.9% | -$2.28万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $118.18万 | 0.09% | 6,476 | -1 | -0.0% | -$182 | 减仓 |
| FLRG | FIDELITY COVINGTON TRUST | $116.88万 | 0.09% | 28,254 | 1,408 | 5.2% | $5.82万 | 加仓 |
| BLK | BLACKROCK INC | $116.37万 | 0.09% | 1,060 | 95 | 9.8% | $10.43万 | 加仓 |
| XSD | SPDR SERIES TRUST | $115.28万 | 0.09% | 2,445 | -46 | -1.8% | -$2.17万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $114.88万 | 0.09% | 11,437 | -933 | -7.5% | -$9.37万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $113.83万 | 0.08% | 8,475 | 632 | 8.1% | $8.49万 | 加仓 |
| KO | COCA COLA CO | $112.80万 | 0.08% | 12,779 | -3,165 | -19.9% | -$27.94万 | 减仓 |
| IDV | ISHARES TR | $112.77万 | 0.08% | 25,919 | -43,591 | -62.7% | -$189.67万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $112.05万 | 0.08% | 6,549 | 1,343 | 25.8% | $22.98万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $111.54万 | 0.08% | 22,000 | 10,350 | 88.8% | $52.48万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $111.36万 | 0.08% | 4,314 | -1,058 | -19.7% | -$27.31万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $110.89万 | 0.08% | 12,748 | -213 | -1.6% | -$1.85万 | 减仓 |
| FLRT | PACER FDS TR | $109.90万 | 0.08% | 23,576 | 506 | 2.2% | $2.36万 | 加仓 |
| YELP | YELP INC | $109.27万 | 0.08% | 39,878 | -871 | -2.1% | -$2.39万 | 减仓 |
| COWZ | PACER FDS TR | $109.17万 | 0.08% | 16,087 | 598 | 3.9% | $4.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $108.99万 | 0.08% | 22,616 | 2,398 | 11.9% | $11.56万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $108.27万 | 0.08% | 101,190 | 6,600 | 7.0% | $7.06万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $107.72万 | 0.08% | 26,125 | 6,743 | 34.8% | $27.80万 | 加仓 |
| IYH | ISHARES TR | $107.40万 | 0.08% | 15,279 | 103 | 0.7% | $7,240 | 加仓 |
| NEE | NEXTERA ENERGY INC | $105.55万 | 0.08% | 11,822 | 975 | 9.0% | $8.70万 | 加仓 |
| IWD | ISHARES TR | $104.97万 | 0.08% | 4,165 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $103.77万 | 0.08% | 29,734 | 14,545 | 95.8% | $50.76万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $102.67万 | 0.08% | 17,782 | -1,581 | -8.2% | -$9.13万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $102.62万 | 0.08% | 6,264 | 131 | 2.1% | $2.15万 | 加仓 |
| T | AT&T INC | $101.86万 | 0.08% | 41,306 | 2,070 | 5.3% | $5.10万 | 加仓 |
| CB | CHUBB LIMITED | $100.22万 | 0.07% | 2,757 | 142 | 5.4% | $5.16万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $100.15万 | 0.07% | 44,353 | 26,009 | 141.8% | $58.73万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $99.88万 | 0.07% | 11,052 | 425 | 4.0% | $3.84万 | 加仓 |
| PAVE | GLOBAL X FDS | $98.56万 | 0.07% | 17,924 | 4,877 | 37.4% | $26.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $97.71万 | 0.07% | 36,391 | -1,060 | -2.8% | -$2.85万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $96.81万 | 0.07% | 16,807 | -407 | -2.4% | -$2.34万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $94.90万 | 0.07% | 8,847 | -2,561 | -22.4% | -$27.47万 | 减仓 |
| MCD | MCDONALDS CORP | $94.78万 | 0.07% | 3,471 | 203 | 6.2% | $5.54万 | 加仓 |
| SHLD | GLOBAL X FDS | $94.38万 | 0.07% | 14,768 | 2,048 | 16.1% | $13.09万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $94.08万 | 0.07% | 22,517 | -2,672 | -10.6% | -$11.16万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $93.98万 | 0.07% | 16,921 | 3,713 | 28.1% | $20.62万 | 加仓 |
| USMV | ISHARES TR | $93.46万 | 0.07% | 9,502 | -33 | -0.3% | -$3,246 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $93.16万 | 0.07% | 29,929 | 14,340 | 92.0% | $44.63万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $92.51万 | 0.07% | 15,928 | -78 | -0.5% | -$4,530 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $92.29万 | 0.07% | 34,208 | 5,936 | 21.0% | $16.02万 | 加仓 |
| — | SPROTT FDS TR | $89.87万 | 0.07% | 23,890 | 8,884 | 59.2% | $33.42万 | 加仓 |
| IWM | ISHARES TR | $89.14万 | 0.07% | 3,038 | 221 | 7.8% | $6.48万 | 加仓 |
| SYSB | ISHARES TR | $88.90万 | 0.07% | 10,144 | 1,060 | 11.7% | $9.29万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $88.72万 | 0.07% | 46,498 | -7,333 | -13.6% | -$13.99万 | 减仓 |
| — | GALECTIN THERAPEUTICS INC | $87.46万 | 0.07% | 257,997 | 167 | 0.1% | $566 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $87.12万 | 0.06% | 8,890 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $87.06万 | 0.06% | 10,000 | -90 | -0.9% | -$7,835 | 减仓 |
| VV | VANGUARD INDEX FDS | $84.67万 | 0.06% | 2,485 | -6 | -0.2% | -$2,044 | 减仓 |
| TJX | TJX COS INC NEW | $84.30万 | 0.06% | 5,243 | -1,643 | -23.9% | -$26.42万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $83.68万 | 0.06% | 26,003 | 1,638 | 6.7% | $5.27万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $81.91万 | 0.06% | 14,577 | 988 | 7.3% | $5.55万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $80.69万 | 0.06% | 23,914 | 59 | 0.2% | $1,991 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $79.65万 | 0.06% | 2,497 | -679 | -21.4% | -$21.66万 | 减仓 |
| BE | BLOOM ENERGY CORP | $79.35万 | 0.06% | 4,756 | -1,667 | -26.0% | -$27.81万 | 减仓 |
| FSK | FS KKR CAP CORP | $78.05万 | 0.06% | 71,018 | 1,931 | 2.8% | $2.12万 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $77.23万 | 0.06% | 59,638 | 461 | 0.8% | $5,970 | 加仓 |
| NVS | NOVARTIS AG | $77.20万 | 0.06% | 4,829 | 570 | 13.4% | $9.11万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $77.11万 | 0.06% | 18,831 | -840 | -4.3% | -$3.44万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $76.15万 | 0.06% | 1,616 | -582 | -26.5% | -$27.43万 | 减仓 |
| BCI | ABRDN ETFS | $75.89万 | 0.06% | 31,582 | 1,574 | 5.2% | $3.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $75.17万 | 0.06% | 16,513 | 719 | 4.6% | $3.27万 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $73.06万 | 0.05% | 8,236 | 303 | 3.8% | $2.69万 | 加仓 |
| IYJ | ISHARES TR | $72.87万 | 0.05% | 4,395 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $72.53万 | 0.05% | 1,479 | 87 | 6.2% | $4.27万 | 加仓 |
| EEM | ISHARES TR | $72.39万 | 0.05% | 11,608 | 289 | 2.6% | $1.80万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $71.96万 | 0.05% | 16,318 | 16,318 | — | $71.96万 | 新建仓 |