CIK: 0001767243
申报总市值
US$3.2亿
申报季度: 2019-03-31 · 持股只数: 248
Sound View Wealth Advisors, LLC在最新一期 13F 报告中披露了 248 项持股，申报期为 2019-03-31，总持股市值约为 US$3.2亿，季度换手率为 17.3%。
Sound View Wealth Advisors, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.011——换算下来相当于约 94 个等权重仓位，明显低于其实际披露的 248 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.28），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 52%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 TLT
+263.7% US$281.9万
加仓 46434VBA7
+150.2% US$156.9万
加仓 46434VBK5
+141.3% US$147.0万
加仓 IBDP
+161.3% US$116.8万
减仓 KHC
-23.1% -US$54.6万
减仓 JNJ
+0.2% US$84.7万
仅显示前 200 大持股（共 248 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.38% | -0.22% | +0.20% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.79% | -0.15% | -3.07% | |
| 3 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.54% | — | +0.45% | |
| 4 | VZ | Verizon Communications INC | 股票-通信服务 | 2.50% | -0.21% | +1.27% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.23% | +0.12% | +1.47% | |
| 6 | INTC | Intel CORP | 股票-科技 | 1.79% | -0.03% | -0.18% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.74% | -0.04% | -2.25% | |
| 8 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.72% | — | -2.46% | |
| 9 | HD | Home Depot INC | 股票-周期性消费 | 1.71% | -0.07% | -0.45% | |
| 10 | PFE | Pfizer INC | 股票-医疗保健 | 1.70% | — | +1.91% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | +0.01% | -1.43% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.66% | +0.01% | +5.59% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | — | -3.18% | |
| 14 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.42% | -0.07% | +1.01% | |
| 15 | SO | Southern Co/the | 股票-公用事业 | 1.35% | +0.02% | -0.01% | |
| 16 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.29% | -0.03% | +3.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | — | -4.39% | |
| 18 | PM | Philip Morris International | 股票-非周期性消费 | 1.22% | +0.15% | -1.04% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.20% | +0.83% | +263.66% | |
| 20 | MO | Altria Group INC | 股票-非周期性消费 | 1.18% | +0.02% | +0.55% | |
| 21 | T | At&t INC | 股票-通信服务 | 1.16% | +0.02% | +6.79% | |
| 22 | PEP | Pepsico INC | 股票-非周期性消费 | 1.15% | -0.05% | -0.04% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.13% | — | +2.16% | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 1.12% | — | +5.58% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.11% | — | +0.39% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.08% | +0.01% | +2.97% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | +0.02% | -5.25% | |
| 28 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.06% | +0.06% | +3.54% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.99% | +0.12% | +18.51% | |
| 30 | EMR | Emerson Electric Co | 股票-工业 | 0.99% | -0.02% | -1.54% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.04% | -0.33% | |
| 32 | OPY | Oppenheimer Holdings Inc. | 股票-其他 | 0.95% | +0.14% | +19.68% | |
| 33 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.95% | -0.01% | -1.00% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.93% | +0.03% | +11.69% | |
| 35 | ✓ | Ishares | 股票-其他 | 0.80% | +0.44% | +150.24% | |
| 36 | BA | Boeing Co/the | 股票-工业 | 0.80% | +0.01% | -1.03% | |
| 37 | MMM | 3m Co | 股票-工业 | 0.78% | — | -2.33% | |
| 38 | ✓ | Ishares Tr | 股票-其他 | 0.78% | +0.41% | +141.28% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | +0.04% | +5.86% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.72% | +0.13% | +18.46% | |
| 41 | AEP | American Electric Power | 股票-公用事业 | 0.72% | — | -1.92% | |
| 42 | CSCO | Cisco Systems INC | 股票-科技 | 0.71% | — | -7.40% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.70% | +0.05% | +0.17% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.69% | — | -3.99% | |
| 45 | VTV | Vanguard Value ETF | ETF-其他 | 0.69% | — | -5.71% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.68% | — | +13.91% | |
| 47 | DNP | Dnp Select Income Fund INC | 股票-金融 | 0.68% | +0.06% | +14.35% | |
| 48 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.65% | +0.01% | -0.95% | |
| 49 | UTXZ | United Tech CORP | 股票-其他 | 0.65% | +0.01% | -3.06% | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.64% | — | -1.68% |
可定价持仓数据尚不足以计算表现
Sound View Wealth Advisors, LLC 在 2019-03-31 最显著的持仓异动： 新建仓: Proshares S&p 500 Dividend A (NOBL); 新建仓: Schwab US Dvd Equity ETF (SCHD); 新建仓: Ishares Short-term National (SUB); 加仓: iShares 20+ Year Treasury Bond ETF (TLT) — 股数 +263.66%; 加仓: Ishares — 股数 +150.24%.
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2019-03-31 | 2019-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-02-12 | 13F-HR | 在 EDGAR 上查看 |
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