Sound View Wealth Advisors Group, LLC 13F 持仓 · 2026年Q2
Sound View Wealth Advisors Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 440 只证券，申报市值合计 16.11 亿美元。前几大持仓：AAPL（4.84%）、IBDS（3.23%）、NVDA（2.87%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $78.0M | 4.84% | 269,682 | 减持 |
| 2 | IBDS | ISHARES TR | $52.1M | 3.23% | 2.2M | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $46.2M | 2.87% | 231,124 | 增持 |
| 4 | IBDU | ISHARES TR | $43.9M | 2.72% | 1.9M | 增持 |
| 5 | IBDT | ISHARES TR | $42.1M | 2.61% | 1.7M | 增持 |
| 6 | IBDV | ISHARES TR | $41.0M | 2.54% | 1.9M | 增持 |
| 7 | IBDR | ISHARES TR | $35.7M | 2.21% | 1.5M | 减持 |
| 8 | MSFT | MICROSOFT CORP | $34.9M | 2.17% | 93,606 | 减持 |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | $32.3M | 2.00% | 882,918 | 减持 |
| 10 | IBDW | ISHARES TR | $27.6M | 1.71% | 1.3M | 增持 |
| 11 | LLY | ELI LILLY & CO | $26.8M | 1.66% | 22,347 | 减持 |
| 12 | VOO | VANGUARD INDEX FDS | $26.6M | 1.65% | 38,673 | 减持 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $26.5M | 1.64% | 899,798 | 减持 |
| 14 | VTI | VANGUARD INDEX FDS | $26.0M | 1.61% | 70,286 | 减持 |
| 15 | IBDX | ISHARES TR | $25.3M | 1.57% | 1.0M | 增持 |
| 16 | VGT | VANGUARD WORLD FD | $23.6M | 1.46% | 197,243 | 增持 |
| 17 | AMZN | AMAZON COM INC | $21.2M | 1.32% | 89,124 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $20.8M | 1.29% | 63,442 | 减持 |
| 19 | QQQ | INVESCO QQQ TR | $20.6M | 1.28% | 28,000 | 减持 |
| 20 | GOOG | ALPHABET INC | $20.2M | 1.25% | 57,156 | 减持 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $19.7M | 1.22% | 83,264 | 减持 |
| 22 | AVGO | BROADCOM INC | $19.3M | 1.20% | 51,102 | 减持 |
| 23 | GOOGL | ALPHABET INC | $17.6M | 1.09% | 49,269 | 增持 |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | $17.5M | 1.08% | 193,846 | 减持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $17.1M | 1.06% | 89,670 | 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