Souders Financial Advisors 13F 持仓 · 2026年Q2

Souders Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 224 只证券，申报市值合计 9.94 亿美元。前几大持仓：CGCP（7.71%）、CGDV（5.13%）、CGUS（4.71%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	CGCP	CAPITAL GRP FIXED INCM ETF T	$76.7M	7.71%	3.4M	增持
2	CGDV	CAPITAL GROUP DIVIDEND VALUE	$51.0M	5.13%	1.0M	增持
3	CGUS	CAPITAL GROUP CORE EQUITY ET	$46.9M	4.71%	1.1M	增持
4	VXUS	VANGUARD STAR FDS	$44.6M	4.48%	521,383	增持
5	VOO	VANGUARD INDEX FDS	$40.7M	4.09%	59,215	减持
6	TCAF	T ROWE PRICE EXCHANGE-TRADED	$33.3M	3.35%	810,097	增持
7	FBND	FIDELITY MERRIMACK STR TR	$32.5M	3.26%	713,409	增持
8	SCHD	SCHWAB STRATEGIC TR	$28.1M	2.83%	887,309	减持
9	SCHG	SCHWAB STRATEGIC TR	$27.7M	2.79%	818,488	增持
10	JPST	J P MORGAN EXCHANGE TRADED F	$23.1M	2.32%	456,124	增持
11	SPYM	SPDR SERIES TRUST	$22.7M	2.28%	258,192	增持
12	CGGR	CAPITAL GROUP GROWTH ETF	$21.5M	2.16%	455,871	增持
13	CGXU	CAPITAL GROUP INTL FOCUS EQT	$21.4M	2.15%	617,195	减持
14	VTV	VANGUARD INDEX FDS	$19.5M	1.97%	89,650	减持
15	PG	PROCTER & GAMBLE CO	$18.5M	1.86%	126,320	增持
16	VGIT	VANGUARD SCOTTSDALE FDS	$18.5M	1.86%	314,204	增持
17	AAPL	APPLE INC	$18.1M	1.82%	62,685	增持
18	CGCV	CAPITAL GROUP CONSERVATIVE E	$16.8M	1.69%	510,787	增持
19	TCHP	T ROWE PRICE EXCHANGE-TRADED	$16.1M	1.62%	321,483	增持
20	CGGO	CAPITAL GROUP GBL GROWTH EQT	$15.5M	1.56%	367,342	增持
21	TMSL	T ROWE PRICE EXCHANGE-TRADED	$15.3M	1.54%	348,557	减持
22	SGOV	ISHARES TR	$14.9M	1.50%	148,237	新建仓
23	VCRB	VANGUARD MALVERN FDS	$14.2M	1.42%	183,265	新建仓
24	CGIC	CAPITAL GROUP INTERNATIONAL	$14.0M	1.40%	383,755	增持
25	CGSD	CAPITAL GRP FIXED INCM ETF T	$13.6M	1.36%	526,722	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR