Sound Portfolio Advisors, LLC
MYSTIC CT · SEC CIK 0002109204
$1.23亿2026Q1 申报市值
44持仓数
82.2%前十大占比 · 第一大 18.9%
12 / 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
JPM 新建仓+$78.75万
PEG 新建仓+$53.01万
VTES 新建仓+$40.46万
BIL 加仓+$38.53万
IBM 新建仓+$36.24万
2026Q1 卖出最多 按季末市值估算
TSLA 清仓-$20.24万
VYM 减仓-$10.47万
USMV 减仓-$9.96万
VTI 减仓-$9.30万
FNDF 减仓-$8.19万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $0 | 0.00% | 0 | -450 | -100.0% | -$20.24万 | 清仓 |
| SHV | ISHARES TR | $20.15万 | 0.16% | 1,825 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $20.68万 | 0.17% | 2,099 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.01万 | 0.17% | 323 | 323 | — | $21.01万 | 新建仓 |
| EMXC | ISHARES INC | $23.60万 | 0.19% | 3,000 | 3,000 | — | $23.60万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $24.48万 | 0.20% | 14,600 | 14,600 | — | $24.48万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.75万 | 0.20% | 10,000 | 10,000 | — | $24.75万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $25.94万 | 0.21% | 1,796 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $26.91万 | 0.22% | 4,596 | 4,596 | — | $26.91万 | 新建仓 |
| SO | SOUTHERN CO | $29.72万 | 0.24% | 3,079 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.79万 | 0.24% | 483 | -43 | -8.2% | -$2.65万 | 减仓 |
| CSCO | CISCO SYS INC | $35.13万 | 0.29% | 4,528 | 4,528 | — | $35.13万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $35.21万 | 0.29% | 501 | 501 | — | $35.21万 | 新建仓 |
| AMZN | AMAZON COM INC | $35.41万 | 0.29% | 1,700 | 1,700 | — | $35.41万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.24万 | 0.29% | 1,495 | 1,495 | — | $36.24万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $40.46万 | 0.33% | 4,000 | 4,000 | — | $40.46万 | 新建仓 |
| PFE | PFIZER INC | $40.51万 | 0.33% | 14,425 | -12 | -0.1% | -$337 | 减仓 |
| OEF | ISHARES TR | $41.60万 | 0.34% | 1,308 | 0 | 0.0% | — | 不变 |
| UMAR | INNOVATOR ETFS TRUST | $44.37万 | 0.36% | 11,164 | -1,155 | -9.4% | -$4.59万 | 减仓 |
| LLY | ELI LILLY & CO | $44.52万 | 0.36% | 484 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $44.95万 | 0.37% | 4,628 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $45.66万 | 0.37% | 1,799 | -40 | -2.2% | -$1.02万 | 减仓 |
| CVX | CHEVRON CORPORATION | $50.32万 | 0.41% | 2,432 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $53.01万 | 0.43% | 6,548 | 6,548 | — | $53.01万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $53.93万 | 0.44% | 9,136 | 610 | 7.2% | $3.60万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $64.07万 | 0.52% | 12,705 | 80 | 0.6% | $4,034 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $65.40万 | 0.53% | 4,416 | -707 | -13.8% | -$10.47万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $78.70万 | 0.64% | 15,437 | 45 | 0.3% | $2,294 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $78.75万 | 0.64% | 2,677 | 2,677 | — | $78.75万 | 新建仓 |
| MSFT | MICROSOFT CORP | $87.17万 | 0.71% | 2,355 | -80 | -3.3% | -$2.96万 | 减仓 |
| IAUM | ISHARES GOLD TR | $98.30万 | 0.80% | 21,050 | -325 | -1.5% | -$1.52万 | 减仓 |
| — | EXXON MOBIL CORP | $105.16万 | 0.85% | 6,198 | -60 | -1.0% | -$1.02万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 1.75% | 3 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $244.29万 | 1.98% | 27,811 | -367 | -1.3% | -$3.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $308.34万 | 2.50% | 49,374 | -315 | -0.6% | -$1.97万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $378.82万 | 3.08% | 96,075 | -1,692 | -1.7% | -$6.67万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $438.26万 | 3.56% | 121,875 | -320 | -0.3% | -$1.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $508.53万 | 4.13% | 10,612 | 23 | 0.2% | $1.10万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $549.77万 | 4.47% | 68,670 | 114 | 0.2% | $9,127 | 加仓 |
| EYLD | CAMBRIA ETF TR | $581.92万 | 4.73% | 140,527 | -1,047 | -0.7% | -$4.34万 | 减仓 |
| MTUM | ISHARES TR | $602.35万 | 4.89% | 25,099 | 209 | 0.8% | $5.02万 | 加仓 |
| USMV | ISHARES TR | $618.28万 | 5.02% | 66,668 | -1,074 | -1.6% | -$9.96万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,878.60万 | 15.26% | 383,937 | -1,674 | -0.4% | -$8.19万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,231.86万 | 18.13% | 243,547 | 4,205 | 1.8% | $38.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,328.25万 | 18.91% | 72,574 | -290 | -0.4% | -$9.30万 | 减仓 |