Rehmann Capital Advisory Group
LANSING MI · SEC CIK 0001633037
$19.21亿2026Q1 申报市值
676持仓数
36.0%前十大占比 · 第一大 7.9%
48 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JAVA 加仓+$811.23万
IVE 加仓+$680.38万
IVW 加仓+$572.06万
VOO 加仓+$559.73万
JIVE 加仓+$514.17万
2026Q1 卖出最多 按季末市值估算
FVD 减仓-$548.84万
BUFR 减仓-$505.78万
IWD 减仓-$307.48万
XLF 减仓-$231.15万
IWF 减仓-$230.47万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $1.51亿 | 7.88% | 716,711 | 32,222 | 4.7% | $680.38万 | 加仓 |
| IVW | ISHARES TR | $1.32亿 | 6.86% | 1,164,899 | 50,583 | 4.5% | $572.06万 | 加仓 |
| IEFA | ISHARES TR | $9,059.14万 | 4.72% | 1,000,681 | -8,144 | -0.8% | -$73.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,612.39万 | 3.44% | 110,682 | 9,369 | 9.2% | $559.73万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5,910.38万 | 3.08% | 1,296,014 | 99,972 | 8.4% | $455.92万 | 加仓 |
| AAPL | APPLE INC | $5,288.97万 | 2.75% | 208,343 | 6,264 | 3.1% | $159.02万 | 加仓 |
| IVV | ISHARES TR | $3,635.51万 | 1.89% | 55,694 | -2,988 | -5.1% | -$195.05万 | 减仓 |
| BIL | SPDR SERIES TRUST | $3,527.15万 | 1.84% | 391,273 | -15,444 | -3.8% | -$139.22万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $3,383.84万 | 1.76% | 352,653 | 21,338 | 6.4% | $204.75万 | 加仓 |
| IJJ | ISHARES TR | $3,342.32万 | 1.74% | 252,258 | 14,539 | 6.1% | $192.64万 | 加仓 |
| USMV | ISHARES TR | $3,046.49万 | 1.59% | 328,555 | 20,456 | 6.6% | $189.68万 | 加仓 |
| IJR | ISHARES TR | $2,903.74万 | 1.51% | 233,584 | 4,220 | 1.8% | $52.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,578.57万 | 1.34% | 147,944 | 14,097 | 10.5% | $245.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,481.18万 | 1.29% | 638,492 | -2,675 | -0.4% | -$10.40万 | 减仓 |
| ITOT | ISHARES TR | $2,462.15万 | 1.28% | 172,866 | -15,735 | -8.3% | -$224.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,088.11万 | 1.09% | 63,548 | -189 | -0.3% | -$6.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,078.89万 | 1.08% | 43,382 | -478 | -1.1% | -$22.91万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,072.22万 | 1.08% | 270,819 | -26,297 | -8.9% | -$201.22万 | 减仓 |
| IEMG | ISHARES INC | $1,980.33万 | 1.03% | 283,937 | -380 | -0.1% | -$2.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,929.92万 | 1.00% | 52,134 | 3,016 | 6.1% | $111.65万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,707.14万 | 0.89% | 338,979 | -1,083 | -0.3% | -$5.45万 | 减仓 |
| GOOG | ALPHABET INC | $1,660.07万 | 0.86% | 57,870 | 1,533 | 2.7% | $43.98万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1,655.64万 | 0.86% | 490,715 | 68,480 | 16.2% | $231.05万 | 加仓 |
| AMZN | AMAZON COM INC | $1,558.55万 | 0.81% | 74,867 | 848 | 1.1% | $17.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,336.68万 | 0.70% | 23,158 | -198 | -0.8% | -$11.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,317.30万 | 0.69% | 61,247 | 477 | 0.8% | $10.26万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,292.04万 | 0.67% | 254,424 | 38,249 | 17.7% | $194.24万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,276.40万 | 0.66% | 255,610 | 18,101 | 7.6% | $90.39万 | 加仓 |
| GLD | SPDR GOLD TR | $1,253.47万 | 0.65% | 29,130 | 1,770 | 6.5% | $76.16万 | 加仓 |
| GOOGL | ALPHABET INC | $1,162.02万 | 0.61% | 40,409 | -931 | -2.3% | -$26.77万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,137.25万 | 0.59% | 459,184 | 42,764 | 10.3% | $105.91万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,111.19万 | 0.58% | 156,704 | -1,174 | -0.7% | -$8.32万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,085.00万 | 0.56% | 45,661 | 459 | 1.0% | $10.91万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $1,016.48万 | 0.53% | 489,871 | 118,382 | 31.9% | $245.64万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,004.98万 | 0.52% | 34,167 | 801 | 2.4% | $23.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $944.46万 | 0.49% | 38,637 | -3,676 | -8.7% | -$89.86万 | 减仓 |
| IAU | ISHARES GOLD TR | $936.32万 | 0.49% | 106,252 | -10,330 | -8.9% | -$91.03万 | 减仓 |
| META | META PLATFORMS INC | $923.55万 | 0.48% | 16,141 | 1,121 | 7.5% | $64.14万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $919.53万 | 0.48% | 258,803 | -9,352 | -3.5% | -$33.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $901.11万 | 0.47% | 13,855 | -518 | -3.6% | -$33.69万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $883.46万 | 0.46% | 123,130 | 113,064 | 1,123.2% | $811.23万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $821.72万 | 0.43% | 24,332 | -290 | -1.2% | -$9.79万 | 减仓 |
| MUNI | PIMCO ETF TR | $813.60万 | 0.42% | 155,892 | 6,890 | 4.6% | $35.96万 | 加仓 |
| VB | VANGUARD INDEX FDS | $799.82万 | 0.42% | 30,536 | -223 | -0.7% | -$5.84万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $763.14万 | 0.40% | 162,824 | -117,101 | -41.8% | -$548.84万 | 减仓 |
| IWF | ISHARES TR | $745.90万 | 0.39% | 17,493 | -5,405 | -23.6% | -$230.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $739.26万 | 0.38% | 16,924 | 537 | 3.3% | $23.46万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $737.49万 | 0.38% | 7,401 | 119 | 1.6% | $11.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $736.67万 | 0.38% | 22,962 | 974 | 4.4% | $31.25万 | 加仓 |
| WMT | WALMART INC | $720.44万 | 0.38% | 57,969 | -9,001 | -13.4% | -$111.86万 | 减仓 |
| IJH | ISHARES TR | $679.52万 | 0.35% | 100,624 | -3,922 | -3.8% | -$26.49万 | 减仓 |
| AVGO | BROADCOM INC | $668.91万 | 0.35% | 21,613 | 1,530 | 7.6% | $47.35万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $657.87万 | 0.34% | 45,545 | 6,511 | 16.7% | $94.05万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $646.26万 | 0.34% | 240,190 | 8,331 | 3.6% | $22.42万 | 加仓 |
| TSLA | TESLA INC | $638.98万 | 0.33% | 17,188 | 665 | 4.0% | $24.72万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $626.72万 | 0.33% | 158,946 | 26,075 | 19.6% | $102.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $616.00万 | 0.32% | 96,129 | -6,485 | -6.3% | -$41.56万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $611.35万 | 0.32% | 55,185 | -8,639 | -13.5% | -$95.70万 | 减仓 |
| IEI | ISHARES TR | $570.31万 | 0.30% | 48,087 | -205 | -0.4% | -$2.43万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $568.30万 | 0.30% | 66,359 | 60,039 | 950.0% | $514.17万 | 加仓 |
| CTVA | CORTEVA INC | $560.80万 | 0.29% | 66,992 | -2,254 | -3.3% | -$18.87万 | 减仓 |
| — | ESCALADE INC | $530.92万 | 0.28% | 309,213 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $530.67万 | 0.28% | 24,835 | -14,390 | -36.7% | -$307.48万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $526.25万 | 0.27% | 35,533 | 2,519 | 7.6% | $37.31万 | 加仓 |
| V | VISA INC | $509.82万 | 0.27% | 16,868 | 574 | 3.5% | $17.35万 | 加仓 |
| — | EXXON MOBIL CORP | $508.24万 | 0.26% | 29,957 | 205 | 0.7% | $3.48万 | 加仓 |
| IWM | ISHARES TR | $502.27万 | 0.26% | 20,252 | -2,991 | -12.9% | -$74.18万 | 减仓 |
| ERIE | ERIE INDTY CO | $499.87万 | 0.26% | 19,890 | 7 | 0.0% | $1,759 | 加仓 |
| IWB | ISHARES TR | $498.25万 | 0.26% | 13,973 | -971 | -6.5% | -$34.62万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $494.07万 | 0.26% | 25,182 | -197 | -0.8% | -$3.87万 | 减仓 |
| VV | VANGUARD INDEX FDS | $481.03万 | 0.25% | 16,039 | -25 | -0.2% | -$7,498 | 减仓 |
| LLY | ELI LILLY & CO | $465.40万 | 0.24% | 5,059 | 200 | 4.1% | $18.40万 | 加仓 |
| PFE | PFIZER INC | $453.22万 | 0.24% | 161,403 | 6 | 0.0% | $168 | 加仓 |
| VGT | VANGUARD WORLD FD | $440.09万 | 0.23% | 6,306 | -8 | -0.1% | -$5,583 | 减仓 |
| MOAT | VANECK ETF TRUST | $430.76万 | 0.22% | 44,546 | -360 | -0.8% | -$3.48万 | 减仓 |
| HD | HOME DEPOT INC | $423.13万 | 0.22% | 12,866 | 869 | 7.2% | $28.58万 | 加仓 |
| TMUS | T-MOBILE US INC | $411.50万 | 0.21% | 19,592 | -23 | -0.1% | -$4,831 | 减仓 |
| MA | MASTERCARD INCORPORATED | $411.19万 | 0.21% | 8,227 | -54 | -0.7% | -$2.70万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $411.03万 | 0.21% | 118,967 | -1,827 | -1.5% | -$6.31万 | 减仓 |
| EFA | ISHARES TR | $390.30万 | 0.20% | 40,183 | -831 | -2.0% | -$8.07万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $387.39万 | 0.20% | 33,574 | -13 | -0.0% | -$1,500 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $385.06万 | 0.20% | 51,239 | 4,319 | 9.2% | $32.46万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $377.82万 | 0.20% | 51,305 | -980 | -1.9% | -$7.22万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $366.69万 | 0.19% | 22,673 | -3,576 | -13.6% | -$57.84万 | 减仓 |
| CVX | CHEVRON CORPORATION | $366.36万 | 0.19% | 17,706 | -483 | -2.7% | -$9.99万 | 减仓 |
| EFAV | ISHARES TR | $362.31万 | 0.19% | 40,741 | 6,674 | 19.6% | $59.35万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $360.48万 | 0.19% | 19,760 | 564 | 2.9% | $10.29万 | 加仓 |
| IWO | ISHARES TR | $356.86万 | 0.19% | 11,372 | 1,351 | 13.5% | $42.40万 | 加仓 |
| MRK | MERCK & CO INC | $350.74万 | 0.18% | 29,158 | 857 | 3.0% | $10.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $345.70万 | 0.18% | 14,263 | 33 | 0.2% | $7,998 | 加仓 |
| RTX | RTX CORPORATION | $342.59万 | 0.18% | 17,760 | -12 | -0.1% | -$2,315 | 减仓 |
| BA | BOEING CO | $342.51万 | 0.18% | 17,209 | 17 | 0.1% | $3,384 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $338.26万 | 0.18% | 108,487 | 1,149 | 1.1% | $3.58万 | 加仓 |
| CSCO | CISCO SYS INC | $335.83万 | 0.17% | 43,282 | -3,051 | -6.6% | -$23.67万 | 减仓 |
| WFC | WELLS FARGO & CO | $323.52万 | 0.17% | 40,637 | -2,506 | -5.8% | -$19.95万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $322.20万 | 0.17% | 16,788 | 5,433 | 47.8% | $104.27万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $319.75万 | 0.17% | 94,126 | -3,421 | -3.5% | -$11.62万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $312.64万 | 0.16% | 38,164 | -816 | -2.1% | -$6.68万 | 减仓 |
| AGG | ISHARES TR | $312.37万 | 0.16% | 31,466 | -16,193 | -34.0% | -$160.75万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $308.95万 | 0.16% | 120,920 | 20,400 | 20.3% | $52.12万 | 加仓 |