13F 机构持仓

Rehmann Capital Advisory Group

LANSING MI · SEC CIK 0001633037

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$21.85亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVW 8.2%
IVE 7.7%
IEFA 4.5%
VOO 3.8%
FBND 2.8%
AAPL 2.8%
IVV 1.9%
MDYG 1.8%
IJJ 1.7%
IJR 1.5%

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
DFUS DIMENSIONAL ETF TRUST $1,267.52万0.58%155,554 -1,150-0.7% -$9.37万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $1,308.19万0.60%268,982 14,5585.7% $70.80万 加仓
VTIP VANGUARD MALVERN FDS $1,325.93万0.61%263,775 8,1653.2% $41.04万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,436.55万0.66%60,707 -540-0.9% -$12.78万 减仓
QQQM INVESCO EXCH TRADED FD TR II $1,458.19万0.67%48,169 2,5085.5% $75.92万 加仓
GOOGL ALPHABET INC $1,480.06万0.68%41,416 1,0072.5% $35.99万 加仓
HTRB HARTFORD FDS EXCHANGE TRADED $1,584.12万0.73%469,691 -21,024-4.3% -$70.91万 减仓
AMZN AMAZON COM INC $1,668.38万0.76%70,007 -4,860-6.5% -$115.82万 减仓
QQQ INVESCO QQQ TR $1,685.28万0.77%22,885 -273-1.2% -$20.10万 减仓
JAAA JANUS DETROIT STR TR $1,737.58万0.80%343,929 4,9501.5% $25.01万 加仓
SYK STRYKER CORPORATION $1,900.34万0.87%60,357 -3,191-5.0% -$100.47万 减仓
MSFT MICROSOFT CORP $1,976.60万0.90%52,985 8511.6% $31.75万 加仓
GOOG ALPHABET INC $2,146.28万0.98%60,768 2,8985.0% $102.36万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,186.43万1.00%43,690 3080.7% $15.41万 加仓
IEMG ISHARES INC $2,355.43万1.08%284,296 3590.1% $2.97万 加仓
USMV ISHARES TR $2,484.15万1.14%257,439 -71,116-21.6% -$686.23万 减仓
SPYM SPDR SERIES TRUST $2,579.26万1.18%293,692 22,8738.4% $200.87万 加仓
— DIMENSIONAL ETF TRUST $2,797.54万1.28%630,644 -7,848-1.2% -$34.81万 减仓
ITOT ISHARES TR $2,800.05万1.28%170,453 -2,413-1.4% -$39.64万 减仓
NVDA NVIDIA CORPORATION $3,012.74万1.38%150,653 2,7091.8% $54.17万 加仓
BIL SPDR SERIES TRUST $3,275.11万1.50%356,604 -34,669-8.9% -$318.41万 减仓
IJR ISHARES TR $3,319.99万1.52%223,806 -9,778-4.2% -$145.05万 减仓
IJJ ISHARES TR $3,704.94万1.70%250,706 -1,552-0.6% -$22.94万 减仓
MDYG SPDR SERIES TRUST $3,968.56万1.82%353,924 1,2710.4% $14.25万 加仓
IVV ISHARES TR $4,174.50万1.91%55,728 340.1% $2.55万 加仓
AAPL APPLE INC $6,140.20万2.81%212,153 3,8101.8% $110.27万 加仓
FBND FIDELITY MERRIMACK STR TR $6,209.25万2.84%1,363,514 67,5005.2% $307.39万 加仓
VOO VANGUARD INDEX FDS $8,198.43万3.75%119,369 8,6877.8% $596.64万 加仓
IEFA ISHARES TR $9,924.71万4.54%1,027,001 26,3202.6% $254.35万 加仓
IVE ISHARES TR $1.68亿7.70%740,561 23,8503.3% $541.62万 加仓
IVW ISHARES TR $1.79亿8.21%1,303,025 138,12611.9% $1,900.45万 加仓