Sound View Wealth Advisors Group, LLC
- SEC CIK
- 0001784777
- 最新申報
- 2026/8/11
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/5 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 280
- 較 2022 年第 1 季 −6
- 總值
- $4.78 億
- 較 2022 年第 1 季 −$4,830 萬 (−9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 129,550 | $1,771 萬 | 3.7% | +1,356+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 61,386 | $1,577 萬 | 3.3% | +825+1.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 525,109 | $1,249 萬 | 2.6% | +1,828+0.3% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 474,315 | $1,172 萬 | 2.5% | +11,301+2.4% | 加碼 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 444,022 | $1,114 萬 | 2.3% | +8,568+2.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 61,375 | $1,090 萬 | 2.3% | −2,981−4.6% | 減碼 | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 390,165 | $965.7 萬 | 2.0% | +12,751+3.4% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 378,553 | $903.6 萬 | 1.9% | +22,852+6.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 189,432 | $846.0 萬 | 1.8% | +5,837+3.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 57,022 | $818.1 萬 | 1.7% | −301−0.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 56,374 | $810.6 萬 | 1.7% | +354+0.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 24,348 | $789.4 萬 | 1.7% | −873−3.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,494 | $774.0 萬 | 1.6% | +34+0.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 26,006 | $713.3 萬 | 1.5% | +447+1.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 99,238 | $710.8 萬 | 1.5% | +3,973+4.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 139,732 | $665.7 萬 | 1.4% | +130.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 61,113 | $649.1 萬 | 1.4% | +2,113+3.6% | 加碼依 20 比 1 拆股換算 | 歷史 |
| ABBVAbbVie Inc. | Stock | 41,823 | $640.6 萬 | 1.3% | +469+1.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 250,804 | $611.2 萬 | 1.3% | +250,804 | 新進 | 歷史 |
| SOSouthern Co | Stock | 80,019 | $570.6 萬 | 1.2% | −2,042−2.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 90,559 | $569.7 萬 | 1.2% | −5,426−5.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 106,162 | $556.6 萬 | 1.2% | −1,522−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 49,146 | $553.4 萬 | 1.2% | +1,815+3.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 21,927 | $541.3 萬 | 1.1% | −317−1.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,455 | $537.0 萬 | 1.1% | +5+0.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 15,873 | $518.3 萬 | 1.1% | −151−0.9% | 減碼 | – |
| AMGNAmgen Inc | Stock | 21,262 | $517.3 萬 | 1.1% | −392−1.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 101,092 | $513.0 萬 | 1.1% | −2,779−2.7% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 14,132 | $490.2 萬 | 1.0% | +359+2.6% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 15,488 | $476.8 萬 | 1.0% | +983+6.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 28,112 | $468.5 萬 | 1.0% | −434−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 30,928 | $447.8 萬 | 0.9% | +372+1.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 46,925 | $427.8 萬 | 0.9% | −790−1.7% | 減碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 96,551 | $405.5 萬 | 0.8% | +459+0.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,257 | $399.6 萬 | 0.8% | +1,571+12.4% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 28,754 | $388.6 萬 | 0.8% | −61−0.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,139 | $386.0 萬 | 0.8% | −25−0.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,914 | $369.9 萬 | 0.8% | −226−1.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 36,169 | $367.8 萬 | 0.8% | −1,368−3.6% | 減碼 | – |
| DNPDNP Select Income Fund Inc | COM | 308,634 | $334.6 萬 | 0.7% | +2,186+0.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 41,936 | $324.8 萬 | 0.7% | −120.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,041 | $321.4 萬 | 0.7% | +8,687+104.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 37,194 | $318.5 萬 | 0.7% | −792−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,057 | $317.3 萬 | 0.7% | −353−1.4% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 13,654 | $302.1 萬 | 0.6% | −628−4.4% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 90,024 | $296.0 萬 | 0.6% | −132−0.1% | 減碼 | – |
| INTCIntel Corp | Stock | 78,603 | $294.1 萬 | 0.6% | +250+0.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,305 | $284.4 萬 | 0.6% | +58+4.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 22,847 | $277.8 萬 | 0.6% | −1,643−6.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 35,589 | $268.5 萬 | 0.6% | −3,992−10.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 32,816 | $252.7 萬 | 0.5% | −1,402−4.1% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 29,348 | $250.5 萬 | 0.5% | −2,415−7.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 16,393 | $248.5 萬 | 0.5% | +2,133+15.0% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 13,864 | $241.4 萬 | 0.5% | −403−2.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 18,645 | $238.2 萬 | 0.5% | +2,941+18.7% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 49,068 | $232.6 萬 | 0.5% | −1,772−3.5% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 22,379 | $227.6 萬 | 0.5% | +2,978+15.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,284 | $220.1 萬 | 0.5% | −115−2.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 19,984 | $217.1 萬 | 0.5% | +84+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,690 | $214.7 萬 | 0.4% | +301+5.6% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 32,827 | $212.3 萬 | 0.4% | −7,313−18.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 4,347 | $211.2 萬 | 0.4% | +9+0.2% | 加碼 | 歷史 |
| WRBBerkley W R Corp | COM | 30,741 | $209.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 37,152 | $205.6 萬 | 0.4% | −199−0.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 9,660 | $202.9 萬 | 0.4% | −7−0.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,668 | $199.3 萬 | 0.4% | +381+11.6% | 加碼 | 歷史 |
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 1,976,771 | $197.7 萬 | 0.4% | +1,976,771 | 新進 | – |
| AEPAmerican Electric Power Co Inc | Stock | 19,592 | $188.0 萬 | 0.4% | +96+0.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 19,044 | $188.0 萬 | 0.4% | −1,071−5.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 12,706 | $179.4 萬 | 0.4% | −359−2.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 9,027 | $177.7 萬 | 0.4% | +1,054+13.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 17,759 | $170.7 萬 | 0.4% | −129−0.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,958 | $170.2 萬 | 0.4% | −202−4.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 15,584 | $167.1 萬 | 0.3% | −641−4.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 42,345 | $166.2 萬 | 0.3% | +1,677+4.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 17,372 | $164.0 萬 | 0.3% | +460+2.7% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,561 | $161.1 萬 | 0.3% | +3,219+34.5% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 8,455 | $154.1 萬 | 0.3% | −17−0.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,266 | $152.9 萬 | 0.3% | +1,051+12.8% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 6,484 | $152.7 萬 | 0.3% | −810−11.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,168 | $150.7 萬 | 0.3% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 9,590 | $147.4 萬 | 0.3% | −135−1.4% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 22,148 | $146.3 萬 | 0.3% | +850+4.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 15,948 | $143.1 萬 | 0.3% | +330+2.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,105 | $141.6 萬 | 0.3% | −621−7.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 17,752 | $141.2 萬 | 0.3% | −153−0.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,869 | $138.2 萬 | 0.3% | +1,710+18.7% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 32,998 | $137.8 萬 | 0.3% | −1,005−3.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,843 | $136.3 萬 | 0.3% | +362+14.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 31,973 | $136.3 萬 | 0.3% | +161+0.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,525 | $133.7 萬 | 0.3% | +1,812+105.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,822 | $129.8 萬 | 0.3% | −325−5.3% | 減碼 | – |
| ORCLOracle Corp | Stock | 18,311 | $127.9 萬 | 0.3% | −29−0.2% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 75,750 | $127.0 萬 | 0.3% | −253−0.3% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,647 | $126.7 萬 | 0.3% | −281−9.6% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,967 | $124.0 萬 | 0.3% | +324+5.7% | 加碼 | – |
| FHIFederated Hermes, Inc. | CL B | 38,602 | $122.7 萬 | 0.3% | −4,733−10.9% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 9,412 | $122.2 萬 | 0.3% | −197−2.1% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 39,037 | $121.5 萬 | 0.3% | +122+0.3% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 10,539 | $116.6 萬 | 0.2% | −8−0.1% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（16 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Listed FD Tr53656F573 | ETP | 13,181 | $30.8 萬 | 0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,080 | $27.6 萬 | 0.1% | – |
| YUMYum Brands Inc | Stock | 2,234 | $26.5 萬 | 0.1% | 歷史 |
| ABMDAbiomed Inc | COM | 787 | $26.1 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,195 | $25.4 萬 | <0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,361 | $25.2 萬 | <0.1% | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 5,046 | $24.7 萬 | <0.1% | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,031 | $24.4 萬 | <0.1% | – |
| XYZBlock, Inc. | CL A | 1,781 | $24.2 萬 | <0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,705 | $22.7 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 1,958 | $21.2 萬 | <0.1% | – |
| VFCV F Corp | Stock | 3,634 | $20.7 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 2,792 | $20.5 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 303 | $20.2 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 3,157 | $20.1 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 5,092 | $20.1 萬 | <0.1% | 歷史 |