Sound View Wealth Advisors Group, LLC
- SEC CIK
- 0001784777
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/7 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 423
- 較 2025 年第 1 季 +17
- 總值
- $13.5 億
- 較 2025 年第 1 季 +$1.35 億 (+11.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 293,761 | $6,027 萬 | 4.5% | +5,818+2.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 94,120 | $4,682 萬 | 3.5% | +2,373+2.6% | 加碼 | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 1,827,757 | $4,602 萬 | 3.4% | −254,672−12.2% | 減碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 1,710,809 | $4,149 萬 | 3.1% | +301,106+21.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 238,400 | $3,766 萬 | 2.8% | +6,834+3.0% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 1,319,610 | $3,203 萬 | 2.4% | +159,773+13.8% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 1,100,626 | $2,798 萬 | 2.1% | +148,478+15.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 851,230 | $2,707 萬 | 2.0% | +28,388+3.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 77,341 | $2,351 萬 | 1.7% | +6,362+9.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 957,527 | $2,340 萬 | 1.7% | +1,367+0.1% | 加碼 | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 944,550 | $2,204 萬 | 1.6% | +127,321+15.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 38,596 | $2,192 萬 | 1.6% | −260−0.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 89,856 | $1,971 萬 | 1.5% | +2,455+2.8% | 加碼 | 歷史 |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 892,440 | $1,962 萬 | 1.4% | +134,842+17.8% | 加碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 885,244 | $1,863 萬 | 1.4% | +114,742+14.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 63,459 | $1,840 萬 | 1.4% | +1,115+1.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 23,384 | $1,823 萬 | 1.3% | −5,813−19.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 87,969 | $1,800 萬 | 1.3% | −3,629−4.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 64,337 | $1,773 萬 | 1.3% | +13,341+26.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 25,733 | $1,707 萬 | 1.3% | −323−1.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 30,150 | $1,663 萬 | 1.2% | −203−0.7% | 減碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 657,139 | $1,662 萬 | 1.2% | +113,866+21.0% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 213,726 | $1,523 萬 | 1.1% | −3,585−1.6% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 307,849 | $1,425 萬 | 1.1% | +250,624+438.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 528,070 | $1,399 萬 | 1.0% | −19,395−3.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 86,533 | $1,379 萬 | 1.0% | +1,749+2.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 35,771 | $1,312 萬 | 1.0% | −22−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,786 | $1,222 萬 | 0.9% | +390+2.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 35,216 | $1,119 萬 | 0.8% | −3,241−8.4% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 25,232 | $1,112 萬 | 0.8% | +188+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 62,594 | $1,110 萬 | 0.8% | −2,187−3.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 42,811 | $1,084 萬 | 0.8% | +1,913+4.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 70,743 | $1,081 萬 | 0.8% | +624+0.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 54,935 | $1,020 萬 | 0.8% | +82+0.1% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 152,321 | $973.9 萬 | 0.7% | −3,977−2.5% | 減碼 | – |
| WMTWalmart Inc. | Stock | 98,725 | $965.3 萬 | 0.7% | −2,726−2.7% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,351 | $949.0 萬 | 0.7% | +195+0.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 12,699 | $937.3 萬 | 0.7% | +1,895+17.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,965 | $921.3 萬 | 0.7% | +232+1.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 31,082 | $916.2 萬 | 0.7% | −479−1.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 94,829 | $870.8 萬 | 0.6% | +2,695+2.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 48,678 | $857.8 萬 | 0.6% | +6,191+14.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 29,665 | $828.3 萬 | 0.6% | +485+1.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,894 | $811.8 萬 | 0.6% | −2,877−4.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 114,682 | $811.4 萬 | 0.6% | −3,584−3.0% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 245,944 | $762.7 萬 | 0.6% | −1,900−0.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 41,611 | $757.9 萬 | 0.6% | +395+1.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 55,362 | $746.2 萬 | 0.6% | +5,847+11.8% | 加碼 | – |
| VVisa Inc. | Stock | 20,899 | $742.0 萬 | 0.5% | −280−1.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 63,660 | $686.3 萬 | 0.5% | +1,128+1.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 23,136 | $676.0 萬 | 0.5% | −46−0.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 43,124 | $629.7 萬 | 0.5% | +5,869+15.8% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 85,515 | $629.6 萬 | 0.5% | −247−0.3% | 減碼 | – |
| AFLAflac Inc | Stock | 58,792 | $620.0 萬 | 0.5% | +127+0.2% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 72,168 | $589.3 萬 | 0.4% | +4,132+6.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 43,915 | $579.9 萬 | 0.4% | +10,798+32.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,645 | $558.8 萬 | 0.4% | −238−4.0% | 減碼 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 237,830 | $555.6 萬 | 0.4% | −210,142−46.9% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 241,272 | $553.2 萬 | 0.4% | +241,272 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 59,761 | $549.6 萬 | 0.4% | −2,562−4.1% | 減碼 | – |
| CVXChevron Corp | Stock | 37,296 | $534.0 萬 | 0.4% | +1,865+5.3% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 39,901 | $532.0 萬 | 0.4% | −913−2.2% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 205,621 | $526.9 萬 | 0.4% | +48,253+30.7% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 63,475 | $514.0 萬 | 0.4% | +4,358+7.4% | 加碼 | – |
| ORCLOracle Corp | Stock | 23,433 | $512.3 萬 | 0.4% | +13+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 63,089 | $499.4 萬 | 0.4% | +9,132+16.9% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 14,455 | $490.8 萬 | 0.4% | +592+4.3% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 16,020 | $488.3 萬 | 0.4% | +1,003+6.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 27,433 | $484.9 萬 | 0.4% | −640−2.3% | 減碼 | – |
| ZZillow Group, Inc. | CL C CAP STK | 66,716 | $467.3 萬 | 0.3% | +62,676+1,551.4% | 加碼 | 歷史 |
| iShares Tr46435U432 | IBONDS DEC 25 | 163,749 | $438.3 萬 | 0.3% | +17,269+11.8% | 加碼 | – |
| FITBFifth Third Bancorp | COM | 105,336 | $433.2 萬 | 0.3% | +15,634+17.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 43,418 | $430.7 萬 | 0.3% | +2,576+6.3% | 加碼 | – |
| PGRProgressive Corp | Stock | 15,869 | $423.5 萬 | 0.3% | +2,656+20.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 71,852 | $421.3 萬 | 0.3% | +435+0.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 13,157 | $419.7 萬 | 0.3% | +1,923+17.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 186,103 | $411.3 萬 | 0.3% | +135,496+267.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 10,500 | $407.6 萬 | 0.3% | −1,215−10.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,289 | $407.2 萬 | 0.3% | −162−1.7% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 13,752 | $401.1 萬 | 0.3% | +166+1.2% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 154,864 | $392.6 萬 | 0.3% | +32,995+27.1% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 18,319 | $380.3 萬 | 0.3% | +2,966+19.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 44,887 | $374.7 萬 | 0.3% | +10,324+29.9% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 15,086 | $374.6 萬 | 0.3% | +50+0.3% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 23,121 | $368.2 萬 | 0.3% | −1,065−4.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 27,952 | $360.4 萬 | 0.3% | −897−3.1% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 8,931 | $353.3 萬 | 0.3% | +655+7.9% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 119,171 | $350.4 萬 | 0.3% | −514−0.4% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 46,807 | $343.9 萬 | 0.3% | −462−1.0% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 49,366 | $342.7 萬 | 0.3% | +760+1.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 72,101 | $341.2 萬 | 0.3% | −2,653−3.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 25,072 | $341.0 萬 | 0.3% | +184+0.7% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,464 | $339.3 萬 | 0.3% | +260+5.0% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 33,534 | $336.5 萬 | 0.2% | +3,591+12.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 46,508 | $322.7 萬 | 0.2% | +2,344+5.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 45,534 | $318.2 萬 | 0.2% | +2,245+5.2% | 加碼 | 歷史 |
| BYRNByrna Technologies Inc. | COM NEW | 102,135 | $315.4 萬 | 0.2% | +500.0% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 49,418 | $310.4 萬 | 0.2% | −17,292−25.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 14,335 | $309.3 萬 | 0.2% | +286+2.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 9,848 | $303.7 萬 | 0.2% | −767−7.2% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（12 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ITCIIntra-Cellular Therapies, Inc. | COM | 6,189 | $81.6 萬 | 0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,368 | $25.1 萬 | <0.1% | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 981 | $23.9 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,547 | $23.6 萬 | <0.1% | 歷史 |
| KVUEKenvue Inc. | Stock | 9,341 | $22.4 萬 | <0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 3,394 | $22.0 萬 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,635 | $21.7 萬 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 2,779 | $21.3 萬 | <0.1% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 8,243 | $20.9 萬 | <0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 146 | $20.9 萬 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 3,672 | $20.6 萬 | <0.1% | 歷史 |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 10,246 | $11.3 萬 | <0.1% | 歷史 |