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Sound Financial Strategies Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Sound Financial Strategies Group, LLC

No.7986 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.57亿
环比变动 Q1 2026
+$1,096.6万+7.5%
持仓股票数
121
新买入
16
加仓
70
减仓
19
清仓
6
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托AGG
10.09%10.89%$1,588.6万16.1万股$1,596.3万16.1万股-302股-0.19%减仓
CCAMBRIA FIXED INCOMECFIT
9.67%$1,523.1万58.4万股$00股+58.4万股新买入
TTIMOTHY PLANTPIF
4.25%4.36%$668.9万17.9万股$638.9万17.7万股+2,002股+1.13%加仓
NNORTHERN LTS FD TR IVWWJD
4.14%4.31%$651.7万17.1万股$632.2万16.9万股+1,854股+1.10%加仓
V先锋领航·FTSEVEA
4.06%3.91%$638.8万9.0万股$573.2万8.9万股+211股+0.24%加仓
IiShares安硕信托MTUM
3.65%2.75%$574.9万1.7万股$402.5万1.7万股00.00%持仓不变
IiShares安硕·MSCIQUAL
3.37%3.15%$530.3万2.4万股$460.9万2.4万股+138股+0.57%加仓
IiShares安硕信托SGOV
2.91%3.78%$458.5万4.6万股$553.8万5.5万股-9,473股-17.22%减仓
NNORTHERN LTS FD TR IVPTL
2.63%2.44%$413.6万1.4万股$356.8万1.4万股+214股+1.50%加仓
TTIMOTHY PLAN US LARGE/MID CAP CORE ETFTPLC
2.51%2.44%$394.7万7.8万股$357.2万7.7万股+1,469股+1.91%加仓
NNORTHERN LTS FD TR IVISMD
2.49%2.12%$392.1万7.8万股$310.4万7.8万股+779股+1.00%加仓
TTIMOTHY PLANTPSC
2.26%2.11%$355.7万7.4万股$309.4万7.3万股+1,242股+1.70%加仓
SSIMPLIFY EXCHANGE TRADED FUNHEQT
2.15%2.17%$337.9万10.1万股$317.3万10.1万股00.00%持仓不变
KKRANESHARES TRUSTKSPY
2.06%2.08%$325.1万11.1万股$304.3万11.1万股00.00%持仓不变
KKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETFKMLM
1.97%2.18%$311.1万11.3万股$318.8万11.3万股-12股-0.01%减仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
1.97%2.09%$310.8万10.2万股$306.1万10.2万股-10股-0.01%减仓
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
1.87%1.61%$294.3万1.8万股$236.0万1.9万股-148股-0.80%减仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
1.72%2.15%$270.1万10.4万股$314.7万10.4万股00.00%持仓不变
V先锋领航斯科茨代尔基金VONG
1.71%1.58%$269.4万2.1万股$231.2万2.1万股+3股+0.01%加仓
EASTGROUP PPTYSEGP
1.61%1.59%$254.2万1.3万股$232.3万1.3万股00.00%持仓不变
CCAMBRIA ETF TRTRTY
1.43%1.39%$224.7万6.2万股$203.6万6.1万股+1,020股+1.66%加仓
EEVENTIDE HIGH DIVIDEND ETFELCV
1.07%1.01%$168.7万5.1万股$147.6万5.1万股+414股+0.81%加仓
TTim Pln:High Dividend StTPHD
0.96%0.99%$150.9万3.6万股$145.0万3.5万股+628股+1.79%加仓
IiShares安硕·COREIJR
0.93%0.84%$147.1万9,918股$122.4万9,850股+68股+0.69%加仓
V先锋领航指数基金VB
0.91%0.83%$142.8万4,710股$121.9万4,654股+56股+1.20%加仓
IiShares安硕信托EFV
0.86%0.89%$134.9万1.8万股$129.9万1.7万股+145股+0.83%加仓
IiShares安硕信托DGRO
0.85%0.83%$133.3万1.8万股$121.7万1.7万股+247股+1.42%加仓
PProShares信托NOBL
0.82%0.81%$129.4万2.3万股$118.6万1.1万股+1.2万股+106.03%加仓
SSPDR道富指数基金SPEM
0.81%0.78%$127.3万2.5万股$114.8万2.4万股+117股+0.48%加仓
英伟达NVDA
0.8%0.69%$125.8万6,289股$101.4万5,815股+474股+8.15%加仓
F第一信托交易所交易基金FPX
0.75%0.68%$118.2万6,164股$99.1万6,057股+107股+1.77%加仓
IiShares安硕信托IFRA
0.73%0.69%$114.4万1.8万股$101.4万1.8万股+408股+2.30%加仓
SSPDR道富系列信托XAR
0.71%0.67%$112.4万3,959股$97.9万3,856股+103股+2.67%加仓
苹果AAPL
0.71%0.67%$112.1万3,872股$98.3万3,872股00.00%持仓不变
IiShares安硕信托EFG
0.62%0.59%$97.0万7,798股$86.5万7,763股+35股+0.45%加仓
S道富SPYM
0.57%$90.3万1.0万股$00股+1.0万股新买入
GGlobal X·URANIUM ETFURA
0.57%0.66%$89.4万2.0万股$96.2万2.0万股+595股+3.00%加仓
AALPS ETF信托AMLP
0.53%0.57%$83.5万1.6万股$83.2万1.6万股+299股+1.89%加仓
GGlobal X基金AIQ
0.46%0.35%$72.7万1.1万股$51.2万1.1万股+124股+1.13%加仓
SSPDR道富系列信托BILS
0.41%0.44%$64.2万6,461股$64.2万6,461股00.00%持仓不变
GGlobal X基金DTCR
0.4%0.33%$62.6万2.1万股$48.9万2.0万股+215股+1.05%加仓
卡特彼勒CAT
0.37%0.26%$57.6万541股$38.8万547股-6股-1.10%减仓
IiShares比特币ETFIBIT
0.36%0.63%$56.4万1.7万股$92.7万2.4万股-7,182股-29.78%减仓
PPACER INDUSTRIAL REAL ESTATE ETFINDS
0.35%0.34%$55.2万1.4万股$49.3万1.3万股+296股+2.20%加仓
V先锋领航斯科茨代尔基金VTWV
0.35%0.31%$54.7万2,800股$45.9万2,743股+57股+2.08%加仓
微软MSFT
0.34%0.36%$53.4万1,432股$53.3万1,439股-7股-0.49%减仓
林德LIN
0.34%0.35%$52.8万1,017股$51.5万1,038股-21股-2.02%减仓
宝洁PG
0.33%0.28%$52.7万3,595股$41.8万2,891股+704股+24.35%加仓
AAlphabet Inc Class CGOOG
0.33%0.29%$52.7万1,491股$42.8万1,491股00.00%持仓不变
COHEN & STEERS QUALITY INCOMRQI
0.33%0.34%$52.0万4.2万股$49.9万4.1万股+811股+1.96%加仓

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