SoundView Advisors Inc.
OLYMPIA WA · SEC CIK 0002054083
$3.07亿2026Q2 申报市值
32持仓数
89.4%前十大占比 · 第一大 25.8%
2 / 2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
VOO 加仓+$168.47万
VEA 加仓+$163.28万
IVV 加仓+$41.59万
VCRB 加仓+$29.08万
FTNT 新建仓+$23.70万
2026Q2 卖出最多 按季末市值估算
BILS 减仓-$113.68万
STIP 减仓-$89.27万
SGOV 清仓-$82.40万
VTEB 清仓-$54.20万
SPSB 减仓-$28.91万
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -8,192 | -100.0% | -$82.40万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -10,881 | -100.0% | -$54.20万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $20.20万 | 0.07% | 2,949 | -479 | -14.0% | -$3.28万 | 减仓 |
| SNOW | SNOWFLAKE INC | $20.20万 | 0.07% | 794 | 794 | — | $20.20万 | 新建仓 |
| FTNT | FORTINET INC | $23.70万 | 0.08% | 1,543 | 1,543 | — | $23.70万 | 新建仓 |
| GOOGL | ALPHABET INC | $24.10万 | 0.08% | 677 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.10万 | 0.08% | 502 | -6 | -1.2% | -$3,000 | 减仓 |
| IWR | ISHARES TR | $29.10万 | 0.09% | 2,642 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $34.70万 | 0.11% | 665 | -66 | -9.0% | -$3.44万 | 减仓 |
| DVA | DAVITA INC | $39.20万 | 0.13% | 1,765 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $41.10万 | 0.13% | 2,481 | -150 | -5.7% | -$2.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $45.50万 | 0.15% | 1,220 | 100 | 8.9% | $3.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $55.20万 | 0.18% | 1,276 | 1 | 0.1% | $433 | 加仓 |
| IVV | ISHARES TR | $87.60万 | 0.29% | 1,171 | 556 | 90.4% | $41.59万 | 加仓 |
| GOOG | ALPHABET INC | $131.80万 | 0.43% | 3,730 | 181 | 5.1% | $6.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.40万 | 0.48% | 1,576 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $165.70万 | 0.54% | 5,729 | 150 | 2.7% | $4.34万 | 加仓 |
| VO | VANGUARD INDEX FDS | $186.50万 | 0.61% | 23,152 | -496 | -2.1% | -$4.00万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $194.50万 | 0.63% | 14,921 | 27 | 0.2% | $3,520 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $306.90万 | 1.00% | 58,049 | 1,066 | 1.9% | $5.64万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $322.20万 | 1.05% | 26,536 | 43 | 0.2% | $5,221 | 加仓 |
| NVDA | NVIDIA CORPORATION | $438.70万 | 1.43% | 21,927 | 869 | 4.1% | $17.39万 | 加仓 |
| VV | VANGUARD INDEX FDS | $446.80万 | 1.46% | 12,994 | 20 | 0.2% | $6,877 | 加仓 |
| QQQ | INVESCO QQQ TR | $466.90万 | 1.52% | 6,340 | 201 | 3.3% | $14.80万 | 加仓 |
| IEFA | ISHARES TR | $605.30万 | 1.97% | 62,679 | 97 | 0.2% | $9,367 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $761.80万 | 2.48% | 22,491 | 45 | 0.2% | $1.52万 | 加仓 |
| IJR | ISHARES TR | $1,329.90万 | 4.33% | 89,671 | 586 | 0.7% | $8.69万 | 加仓 |
| IJH | ISHARES TR | $1,361.50万 | 4.44% | 176,569 | -876 | -0.5% | -$6.75万 | 减仓 |
| STIP | ISHARES TR | $2,142.30万 | 6.98% | 209,701 | -8,738 | -4.0% | -$89.27万 | 减仓 |
| BILS | SPDR SERIES TRUST | $2,443.20万 | 7.96% | 245,844 | -11,439 | -4.4% | -$113.68万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $2,780.40万 | 9.06% | 926,495 | -9,634 | -1.0% | -$28.91万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $2,967.40万 | 9.67% | 384,228 | 3,766 | 1.0% | $29.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,111.90万 | 16.66% | 717,468 | 22,917 | 3.3% | $163.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,932.50万 | 25.85% | 115,498 | 2,453 | 2.2% | $168.47万 | 加仓 |