Rehmann Capital Advisory Group
LANSING MI · SEC CIK 0001633037
$21.85亿2026Q2 申报市值
702持仓数
36.8%前十大占比 · 第一大 8.2%
46 / 29新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVW 加仓+$1,900.45万
DIMENSIONAL ETF 加仓+$785.96万
VOO 加仓+$596.64万
IVE 加仓+$541.62万
XLK 加仓+$348.97万
2026Q2 卖出最多 按季末市值估算
USMV 减仓-$686.23万
DD 减仓-$591.30万
FREL 减仓-$562.87万
BIL 减仓-$318.41万
BND 减仓-$307.38万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $34.12万 | 0.02% | 2,988 | -169 | -5.4% | -$1.93万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $34.17万 | 0.02% | 8,224 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $34.19万 | 0.02% | 14,063 | 156 | 1.1% | $3,793 | 加仓 |
| HCA | HCA HEALTHCARE INC | $34.55万 | 0.02% | 886 | -43 | -4.6% | -$1.68万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $34.56万 | 0.02% | 7,551 | 1,169 | 18.3% | $5.35万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $34.58万 | 0.02% | 3,794 | 3,794 | — | $34.58万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $34.70万 | 0.02% | 3,784 | -462 | -10.9% | -$4.24万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $34.75万 | 0.02% | 7,560 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $34.80万 | 0.02% | 2,716 | 117 | 4.5% | $1.50万 | 加仓 |
| IJS | ISHARES TR | $35.09万 | 0.02% | 2,567 | 47 | 1.9% | $6,425 | 加仓 |
| DXCM | DEXCOM INC | $35.14万 | 0.02% | 5,213 | 359 | 7.4% | $2.42万 | 加仓 |
| ALAB | ASTERA LABS INC | $35.41万 | 0.02% | 733 | 733 | — | $35.41万 | 新建仓 |
| STIP | ISHARES TR | $35.46万 | 0.02% | 3,471 | 30 | 0.9% | $3,065 | 加仓 |
| CCL | CARNIVAL CORP LTD | $35.52万 | 0.02% | 12,435 | 12,435 | — | $35.52万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $35.57万 | 0.02% | 4,315 | 1,364 | 46.2% | $11.24万 | 加仓 |
| GPN | GLOBAL PMTS INC | $35.57万 | 0.02% | 4,902 | 256 | 5.5% | $1.86万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $35.74万 | 0.02% | 4,810 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $35.85万 | 0.02% | 27,553 | -5,402 | -16.4% | -$7.03万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $35.92万 | 0.02% | 5,016 | -47 | -0.9% | -$3,366 | 减仓 |
| VBR | VANGUARD INDEX FDS | $35.95万 | 0.02% | 1,479 | 4 | 0.3% | $972 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $35.98万 | 0.02% | 6,182 | 83 | 1.4% | $4,831 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $36.07万 | 0.02% | 7,705 | 6 | 0.1% | $281 | 加仓 |
| QUAL | ISHARES TR | $36.07万 | 0.02% | 1,644 | -650 | -28.3% | -$14.26万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.20万 | 0.02% | 10,851 | 163 | 1.5% | $5,438 | 加仓 |
| QGEN | QIAGEN NV | $36.67万 | 0.02% | 9,377 | -532 | -5.4% | -$2.08万 | 减仓 |
| VEEV | VEEVA SYS INC | $36.75万 | 0.02% | 2,070 | -96 | -4.4% | -$1.70万 | 减仓 |
| ILF | ISHARES TR | $37.00万 | 0.02% | 10,964 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $37.15万 | 0.02% | 2,531 | 8 | 0.3% | $1,174 | 加仓 |
| ETR | ENTERGY CORP NEW | $37.21万 | 0.02% | 3,239 | 28 | 0.9% | $3,217 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $37.37万 | 0.02% | 1,008 | -122 | -10.8% | -$4.52万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $37.48万 | 0.02% | 3,951 | -70 | -1.7% | -$6,640 | 减仓 |
| EBAY | EBAY INC. | $37.68万 | 0.02% | 3,371 | 17 | 0.5% | $1,900 | 加仓 |
| EMB | ISHARES TR | $37.90万 | 0.02% | 3,929 | -149 | -3.7% | -$1.44万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $37.97万 | 0.02% | 2,856 | 239 | 9.1% | $3.18万 | 加仓 |
| SHYG | ISHARES TR | $38.13万 | 0.02% | 8,990 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $38.30万 | 0.02% | 20,779 | -14 | -0.1% | -$258 | 减仓 |
| TECB | ISHARES TR | $38.30万 | 0.02% | 5,337 | 134 | 2.6% | $9,616 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $38.46万 | 0.02% | 5,332 | 397 | 8.0% | $2.86万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $38.53万 | 0.02% | 1,743 | 1,743 | — | $38.53万 | 新建仓 |
| TIP | ISHARES TR | $38.53万 | 0.02% | 3,521 | 21 | 0.6% | $2,298 | 加仓 |
| HON | HONEYWELL INTL INC | $38.69万 | 0.02% | 1,743 | -1,632 | -48.4% | -$36.23万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $38.72万 | 0.02% | 9,474 | 7 | 0.1% | $286 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.75万 | 0.02% | 12,219 | 1,662 | 15.7% | $5.27万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $38.77万 | 0.02% | 8,021 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $38.88万 | 0.02% | 7,549 | 121 | 1.6% | $6,233 | 加仓 |
| TFC | TRUIST FINL CORP | $38.97万 | 0.02% | 7,824 | -51 | -0.6% | -$2,540 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $39.20万 | 0.02% | 2,922 | 370 | 14.5% | $4.96万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $39.36万 | 0.02% | 1,659 | 100 | 6.4% | $2.37万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $39.41万 | 0.02% | 6,346 | 6,346 | — | $39.41万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $39.45万 | 0.02% | 9,249 | 3,672 | 65.8% | $15.66万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $39.46万 | 0.02% | 11,264 | 186 | 1.7% | $6,516 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $39.71万 | 0.02% | 2,894 | 83 | 3.0% | $1.14万 | 加仓 |
| NET | CLOUDFLARE INC | $39.91万 | 0.02% | 1,627 | 69 | 4.4% | $1.69万 | 加仓 |
| HEI | HEICO CORP NEW | $39.96万 | 0.02% | 1,122 | -49 | -4.2% | -$1.75万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $40.01万 | 0.02% | 9,666 | 9,666 | — | $40.01万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $40.11万 | 0.02% | 4,217 | -660 | -13.5% | -$6.28万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $40.23万 | 0.02% | 3,232 | -541 | -14.3% | -$6.73万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $40.32万 | 0.02% | 5,219 | 7 | 0.1% | $541 | 加仓 |
| MGC | VANGUARD WORLD FD | $40.72万 | 0.02% | 1,488 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $40.78万 | 0.02% | 3,098 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $41.00万 | 0.02% | 3,162 | -118 | -3.6% | -$1.53万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $41.22万 | 0.02% | 1,245 | 17 | 1.4% | $5,629 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $41.51万 | 0.02% | 1,121 | 16 | 1.4% | $5,924 | 加仓 |
| VHT | VANGUARD WORLD FD | $42.06万 | 0.02% | 1,406 | 2 | 0.1% | $598 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $42.25万 | 0.02% | 10,109 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $42.32万 | 0.02% | 5,265 | 465 | 9.7% | $3.74万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $42.43万 | 0.02% | 8,899 | 100 | 1.1% | $4,768 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $42.52万 | 0.02% | 13,299 | 313 | 2.4% | $1.00万 | 加仓 |
| NLR | VANECK ETF TRUST | $42.58万 | 0.02% | 4,166 | 249 | 6.4% | $2.54万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $42.70万 | 0.02% | 8,312 | -599 | -6.7% | -$3.08万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $43.11万 | 0.02% | 3,337 | 237 | 7.6% | $3.06万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $43.31万 | 0.02% | 9,072 | 668 | 7.9% | $3.19万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $43.32万 | 0.02% | 2,412 | -8 | -0.3% | -$1,437 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $43.36万 | 0.02% | 7,192 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $43.52万 | 0.02% | 965 | 38 | 4.1% | $1.71万 | 加仓 |
| SNOW | SNOWFLAKE INC | $43.52万 | 0.02% | 1,708 | 235 | 16.0% | $5.99万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $43.94万 | 0.02% | 6,451 | 517 | 8.7% | $3.52万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $44.21万 | 0.02% | 962 | 478 | 98.8% | $21.97万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $44.23万 | 0.02% | 8,885 | -2,722 | -23.5% | -$13.55万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $44.25万 | 0.02% | 2,349 | 212 | 9.9% | $3.99万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $44.58万 | 0.02% | 3,773 | 455 | 13.7% | $5.38万 | 加仓 |
| HDB | HDFC BANK LTD | $44.71万 | 0.02% | 17,275 | -9,522 | -35.5% | -$24.65万 | 减仓 |
| PLD | PROLOGIS INC. | $44.79万 | 0.02% | 3,306 | 976 | 41.9% | $13.22万 | 加仓 |
| ALB | ALBEMARLE CORP | $44.93万 | 0.02% | 3,327 | 325 | 10.8% | $4.39万 | 加仓 |
| SAIA | SAIA INC | $45.02万 | 0.02% | 1,069 | -4 | -0.4% | -$1,685 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $45.43万 | 0.02% | 8,282 | 8,282 | — | $45.43万 | 新建仓 |
| WTV | WISDOMTREE TR | $45.58万 | 0.02% | 4,472 | 25 | 0.6% | $2,548 | 加仓 |
| PKG | PACKAGING CORP AMER | $45.58万 | 0.02% | 1,912 | 116 | 6.5% | $2.77万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $45.61万 | 0.02% | 18,199 | 7,356 | 67.8% | $18.43万 | 加仓 |
| BOH | BANK HAWAII CORP | $45.66万 | 0.02% | 5,603 | 9 | 0.2% | $733 | 加仓 |
| CNC | CENTENE CORP DEL | $45.69万 | 0.02% | 7,118 | 953 | 15.5% | $6.12万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $46.03万 | 0.02% | 1,358 | -9 | -0.7% | -$3,051 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $46.06万 | 0.02% | 9,070 | 373 | 4.3% | $1.89万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $46.16万 | 0.02% | 10,819 | 59 | 0.5% | $2,517 | 加仓 |
| SANM | SANMINA CORP | $46.36万 | 0.02% | 1,832 | 178 | 10.8% | $4.50万 | 加仓 |
| MMM | 3M CO | $46.41万 | 0.02% | 2,866 | -305 | -9.6% | -$4.94万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $46.45万 | 0.02% | 8,732 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $46.45万 | 0.02% | 18,943 | -5,792 | -23.4% | -$14.20万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $46.60万 | 0.02% | 10,328 | -706 | -6.4% | -$3.19万 | 减仓 |
| SONY | SONY GROUP CORP | $46.61万 | 0.02% | 23,092 | 2,438 | 11.8% | $4.92万 | 加仓 |