Sound View Wealth Advisors Group, LLC
- SEC CIK
- 0001784777
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 440
- 較 2026 年第 1 季 +18
- 總值
- $16.1 億
- 較 2026 年第 1 季 +$1.41 億 (+9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 269,682 | $7,804 萬 | 4.8% | −5,080−1.8% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 2,150,618 | $5,209 萬 | 3.2% | +101,644+5.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 231,124 | $4,625 萬 | 2.9% | +3,162+1.4% | 加碼 | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 1,895,010 | $4,389 萬 | 2.7% | +128,660+7.3% | 加碼 | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 1,666,571 | $4,208 萬 | 2.6% | +103,999+6.7% | 加碼 | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 1,880,024 | $4,098 萬 | 2.5% | +133,680+7.7% | 加碼 | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 1,472,485 | $3,568 萬 | 2.2% | −508,772−25.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 93,606 | $3,492 萬 | 2.2% | −441−0.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 882,918 | $3,225 萬 | 2.0% | −2070.0% | 減碼 | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 1,323,935 | $2,759 萬 | 1.7% | +141,091+11.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 22,347 | $2,680 萬 | 1.7% | −46−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 38,673 | $2,656 萬 | 1.6% | −106−0.3% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 899,798 | $2,648 萬 | 1.6% | −17,901−2.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 70,286 | $2,601 萬 | 1.6% | −82−0.1% | 減碼 | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 1,005,519 | $2,533 萬 | 1.6% | +99,859+11.0% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 197,243 | $2,357 萬 | 1.5% | −3,645−1.8% | 減碼依 8 比 1 拆股換算 | – |
| AMZNAmazon Com Inc | Stock | 89,124 | $2,124 萬 | 1.3% | +257+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 63,442 | $2,077 萬 | 1.3% | −1,199−1.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 28,000 | $2,062 萬 | 1.3% | −278−1.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 57,156 | $2,019 萬 | 1.3% | −894−1.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 83,264 | $1,970 萬 | 1.2% | −4,125−4.7% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 51,102 | $1,930 萬 | 1.2% | −3,830−7.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 49,269 | $1,761 萬 | 1.1% | +131+0.3% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 193,846 | $1,747 萬 | 1.1% | −728−0.4% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 89,670 | $1,708 萬 | 1.1% | +893+1.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 517,197 | $1,640 萬 | 1.0% | −3,394−0.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 61,910 | $1,572 萬 | 1.0% | −6,205−9.1% | 減碼 | 歷史 |
| Capital Group International14021T102 | SHS | 426,147 | $1,551 萬 | 1.0% | +95,585+28.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,957 | $1,490 萬 | 0.9% | −196−1.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 58,534 | $1,473 萬 | 0.9% | +5,455+10.3% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 233,338 | $1,344 萬 | 0.8% | −11,279−4.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 37,073 | $1,307 萬 | 0.8% | +1,795+5.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 24,956 | $1,304 萬 | 0.8% | +205+0.8% | 加碼 | 歷史 |
| iShares Ibonds Dec 2033 Term Corporate ETF46436E130 | ETF | 490,589 | $1,263 萬 | 0.8% | +453,374+1,218.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 29,777 | $1,252 萬 | 0.8% | −5,074−14.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 81,681 | $1,198 萬 | 0.7% | +3,171+4.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 86,316 | $1,072 萬 | 0.7% | +1,380+1.6% | 加碼依 4 比 1 拆股換算 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 10,889 | $1,051 萬 | 0.7% | −422−3.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 92,653 | $1,049 萬 | 0.7% | −3,231−3.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,741 | $1,037 萬 | 0.6% | −141−1.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 27,043 | $979.3 萬 | 0.6% | −2,046−7.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 59,618 | $942.1 萬 | 0.6% | −1,084−1.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,557 | $928.6 萬 | 0.6% | −277−1.5% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 118,154 | $895.5 萬 | 0.6% | −22,575−16.0% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 322,218 | $892.5 萬 | 0.6% | +10,966+3.5% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 241,788 | $888.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 7,664 | $884.7 萬 | 0.5% | −693−8.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 30,915 | $869.4 萬 | 0.5% | −147−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 63,310 | $865.6 萬 | 0.5% | −3,714−5.5% | 減碼 | 歷史 |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 97,427 | $862.2 萬 | 0.5% | −12,468−11.3% | 減碼 | – |
| RTXRTX Corp | Stock | 44,189 | $838.4 萬 | 0.5% | +344+0.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 19,163 | $830.4 萬 | 0.5% | −996−4.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 86,522 | $828.1 萬 | 0.5% | −3,110−3.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 100,115 | $813.6 萬 | 0.5% | −5,083−4.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 62,066 | $797.6 萬 | 0.5% | −2,450−3.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 20,879 | $716.3 萬 | 0.4% | +89+0.4% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 157,707 | $715.0 萬 | 0.4% | +3,982+2.6% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 39,416 | $713.1 萬 | 0.4% | −1,120−2.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,536 | $706.1 萬 | 0.4% | −83−0.7% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 59,536 | $698.1 萬 | 0.4% | −50−0.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,462 | $643.3 萬 | 0.4% | −273−1.5% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 114,106 | $643.2 萬 | 0.4% | +1,377+1.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 56,915 | $627.9 萬 | 0.4% | +113+0.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 85,414 | $627.0 萬 | 0.4% | −47−0.1% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,104 | $618.5 萬 | 0.4% | +251+1.7% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 73,216 | $608.2 萬 | 0.4% | +2,324+3.3% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,998 | $588.4 萬 | 0.4% | −187−0.7% | 減碼 | – |
| CVXChevron Corp | Stock | 34,331 | $569.1 萬 | 0.4% | −1,326−3.7% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 214,675 | $550.4 萬 | 0.3% | −12,967−5.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,867 | $548.9 萬 | 0.3% | +39+0.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 18,127 | $540.3 萬 | 0.3% | −2,281−11.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 45,502 | $534.5 萬 | 0.3% | −133−0.3% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 19,677 | $531.9 萬 | 0.3% | −2,443−11.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 38,915 | $526.9 萬 | 0.3% | −2,995−7.1% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,749 | $508.2 萬 | 0.3% | +762+9.5% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 198,399 | $504.3 萬 | 0.3% | +416+0.2% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 31,479 | $499.4 萬 | 0.3% | +197+0.6% | 加碼 | – |
| EMREmerson Electric Co | Stock | 34,696 | $496.7 萬 | 0.3% | −4,708−11.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 68,995 | $496.4 萬 | 0.3% | −69−0.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 48,449 | $479.6 萬 | 0.3% | +2,602+5.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 48,031 | $463.9 萬 | 0.3% | −2,230−4.4% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 201,456 | $461.1 萬 | 0.3% | −290,413−59.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 53,242 | $458.6 萬 | 0.3% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| GDGeneral Dynamics Corp | Stock | 12,579 | $445.6 萬 | 0.3% | −195−1.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 31,633 | $441.7 萬 | 0.3% | +320+1.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 14,584 | $438.2 萬 | 0.3% | +92+0.6% | 加碼 | – |
| AZNAstraZeneca PLC | ADR | 22,836 | $433.0 萬 | 0.3% | −34−0.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 46,918 | $425.7 萬 | 0.3% | +24,607+110.3% | 加碼 | 歷史 |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 164,866 | $421.7 萬 | 0.3% | +3,942+2.4% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 37,009 | $409.4 萬 | 0.3% | −39−0.1% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 11,984 | $408.7 萬 | 0.3% | +114+1.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,061 | $408.0 萬 | 0.3% | −988−7.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 18,341 | $400.7 萬 | 0.2% | +532+3.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 21,626 | $399.6 萬 | 0.2% | −818−3.6% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 13,279 | $397.1 萬 | 0.2% | −13−0.1% | 減碼 | – |
| BACBank of America Corp | Stock | 69,063 | $393.5 萬 | 0.2% | −1,119−1.6% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,148 | $372.2 萬 | 0.2% | +167+3.4% | 加碼 | 歷史 |
| WELLWelltower Inc. | REIT | 16,200 | $367.7 萬 | 0.2% | +234+1.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 24,142 | $365.8 萬 | 0.2% | +146+0.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 48,194 | $358.3 萬 | 0.2% | −415−0.9% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（22 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 7,014 | $158.5 萬 | 0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,722 | $70.3 萬 | <0.1% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,516 | $42.5 萬 | <0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,364 | $37.2 萬 | <0.1% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 715 | $27.2 萬 | <0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 1,452 | $26.1 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 601 | $26.0 萬 | <0.1% | 歷史 |
| ESLTElbit Systems Ltd | Stock | 300 | $25.5 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,422 | $23.8 萬 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,650 | $23.7 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 4,314 | $22.8 萬 | <0.1% | 歷史 |
| Global X FDS37960A669 | SUPERDIVIDEND | 8,800 | $22.2 萬 | <0.1% | – |
| TTETotalEnergies SE | ACT | 2,416 | $22.0 萬 | <0.1% | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,608 | $21.9 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,741 | $21.4 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 609 | $21.0 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,286 | $20.7 萬 | <0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,205 | $20.4 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,501 | $20.3 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 1,962 | $20.3 萬 | <0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,183 | $20.2 萬 | <0.1% | 歷史 |
| COTYCoty Inc. | COM CL A | 24,256 | $4.88 萬 | <0.1% | 歷史 |