SoundView Advisors Inc.
OLYMPIA WA · SEC CIK 0002054083
$2.81亿2026Q1 申报市值
31持仓数
90.1%前十大占比 · 第一大 24.0%
3 / 1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
VCRB 新建仓+$2,944.00万
STIP 加仓+$84.55万
SGOV 新建仓+$82.40万
VTEB 新建仓+$54.20万
IJH 加仓+$3.15万
2026Q1 卖出最多 按季末市值估算
XHLF 清仓-$2,609.00万
SPSB 减仓-$252.52万
VOO 减仓-$233.22万
BILS 减仓-$187.46万
VEA 减仓-$53.65万
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 |
|---|---|---|---|---|---|---|---|---|
| XHLF | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -519,214 | -100.0% | -$2,609.00万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FEZ | SPDR INDEX SHS FDS | $21.20万 | 0.08% | 3,428 | 17 | 0.5% | $1,051 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.30万 | 0.09% | 508 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $25.60万 | 0.09% | 2,642 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $27.10万 | 0.10% | 1,765 | -1,148 | -39.4% | -$17.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $27.20万 | 0.10% | 1,275 | -662 | -34.2% | -$14.12万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $33.80万 | 0.12% | 731 | 42 | 6.1% | $1.94万 | 加仓 |
| IVV | ISHARES TR | $40.20万 | 0.14% | 615 | -11 | -1.8% | -$7,190 | 减仓 |
| MSFT | MICROSOFT CORP | $41.40万 | 0.15% | 1,120 | -291 | -20.6% | -$10.76万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $54.20万 | 0.19% | 10,881 | 10,881 | — | $54.20万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $54.40万 | 0.19% | 2,631 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $82.40万 | 0.29% | 8,192 | 8,192 | — | $82.40万 | 新建仓 |
| GOOG | ALPHABET INC | $101.80万 | 0.36% | 3,549 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $141.50万 | 0.50% | 5,579 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $157.00万 | 0.56% | 1,576 | -304 | -16.2% | -$30.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $169.70万 | 0.60% | 5,912 | 18 | 0.3% | $5,167 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $170.20万 | 0.61% | 14,894 | -121 | -0.8% | -$1.38万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $232.50万 | 0.83% | 56,983 | -586 | -1.0% | -$2.39万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $265.30万 | 0.94% | 26,493 | -1,009 | -3.7% | -$10.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $354.30万 | 1.26% | 6,139 | -261 | -4.1% | -$15.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $367.20万 | 1.31% | 21,058 | -943 | -4.3% | -$16.44万 | 减仓 |
| VV | VANGUARD INDEX FDS | $387.70万 | 1.38% | 12,974 | -36 | -0.3% | -$1.08万 | 减仓 |
| IEFA | ISHARES TR | $566.50万 | 2.02% | 62,582 | -1,495 | -2.3% | -$13.53万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $662.40万 | 2.36% | 22,446 | -508 | -2.2% | -$14.99万 | 减仓 |
| IJR | ISHARES TR | $1,107.40万 | 3.94% | 89,085 | -1,632 | -1.8% | -$20.29万 | 减仓 |
| IJH | ISHARES TR | $1,198.20万 | 4.26% | 177,445 | 467 | 0.3% | $3.15万 | 加仓 |
| STIP | ISHARES TR | $2,259.30万 | 8.04% | 218,439 | 8,175 | 3.9% | $84.55万 | 加仓 |
| BILS | SPDR SERIES TRUST | $2,558.40万 | 9.11% | 257,283 | -18,852 | -6.8% | -$187.46万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,814.90万 | 10.02% | 936,129 | -83,979 | -8.2% | -$252.52万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,944.00万 | 10.48% | 380,462 | 380,462 | — | $2,944.00万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,450.60万 | 15.84% | 694,551 | -8,372 | -1.2% | -$53.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,755.00万 | 24.04% | 113,045 | -3,903 | -3.3% | -$233.22万 | 减仓 |