Strategic Investment Advisors / MI
FARMINGTON HILLS MI · SEC CIK 0001760540
$16.53亿2026Q2 申报市值
398持仓数
49.2%前十大占比 · 第一大 13.0%
36 / 26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
VOO 加仓+$3,149.30万
IEFA 加仓+$1,390.78万
SHY 加仓+$1,125.81万
IEMG 加仓+$716.95万
VXF 加仓+$400.44万
2026Q2 卖出最多 按季末市值估算
TLT 清仓-$1,189.67万
BIL 减仓-$276.96万
MRSH 减仓-$203.26万
CWB 减仓-$135.52万
IGSB 减仓-$119.53万
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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR 20 YR TR BD ETF | $0 | 0.00% | 0 | -137,321 | -100.0% | -$1,189.67万 | 清仓 |
| CCL | CARNIVAL CORP COM USD0.01 | $0 | 0.00% | 0 | -25,767 | -100.0% | -$67.02万 | 清仓 |
| BMO | BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 | $0 | 0.00% | 0 | -3,556 | -100.0% | -$48.13万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM USD0.01 | $0 | 0.00% | 0 | -26,794 | -100.0% | -$41.93万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP COM | $0 | 0.00% | 0 | -5,066 | -100.0% | -$29.50万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,230 | -100.0% | -$27.61万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,330 | -100.0% | -$27.54万 | 清仓 |
| UDOW | PROSHARES ULTRAPRO DOW30 | $0 | 0.00% | 0 | -4,600 | -100.0% | -$23.08万 | 清仓 |
| GPC | GENUINE PARTS CO COM USD1.00 | $0 | 0.00% | 0 | -2,150 | -100.0% | -$22.73万 | 清仓 |
| IGLB | ISHARES TR 10 YR INVST GRD | $0 | 0.00% | 0 | -4,164 | -100.0% | -$20.70万 | 清仓 |
| — | HONEYWELL INTERNATIONAL INC COM USD1 | $0 | 0.00% | 0 | -801 | -100.0% | -$18.12万 | 清仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $0 | 0.00% | 0 | -1,612 | -100.0% | -$17.18万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -368 | -100.0% | -$16.05万 | 清仓 |
| — | DIMENSIONAL ETF TRUST US CORE EQUITY 2 | $0 | 0.00% | 0 | -3,872 | -100.0% | -$15.05万 | 清仓 |
| CIB | GRUPO CIBEST SA SPON ADS EACH REP 4 PRF SHS | $0 | 0.00% | 0 | -1,837 | -100.0% | -$13.38万 | 清仓 |
| GFI | GOLD FIELDS LTD SPON ADR EACH REPR 1 ORD ZAR0.50 LVL II | $0 | 0.00% | 0 | -2,606 | -100.0% | -$11.83万 | 清仓 |
| ETR | ENTERGY CORP | $0 | 0.00% | 0 | -1,044 | -100.0% | -$11.73万 | 清仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $0 | 0.00% | 0 | -596 | -100.0% | -$11.44万 | 清仓 |
| EOG | EOG RESOURCES INC | $0 | 0.00% | 0 | -754 | -100.0% | -$10.90万 | 清仓 |
| GWX | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $0 | 0.00% | 0 | -2,537 | -100.0% | -$10.71万 | 清仓 |
| BDX | BECTON DICKINSON &CO COM USD1.00 | $0 | 0.00% | 0 | -679 | -100.0% | -$10.67万 | 清仓 |
| — | TOPBUILD CORP COM | $0 | 0.00% | 0 | -297 | -100.0% | -$10.48万 | 清仓 |
| XLY | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -949 | -100.0% | -$10.35万 | 清仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $0 | 0.00% | 0 | -483 | -100.0% | -$10.20万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP COM ISIN #CA6979001089 SEDOL #2669272 | $0 | 0.00% | 0 | -1,867 | -100.0% | -$10.20万 | 清仓 |
| KR | KROGER CO COM USD1.00 | $0 | 0.00% | 0 | -1,396 | -100.0% | -$10.10万 | 清仓 |
| APP | APPLOVIN CORP | $10.05万 | 0.01% | 195 | 195 | — | $10.05万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $10.11万 | 0.01% | 4,514 | -1,630 | -26.5% | -$3.65万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $10.21万 | 0.01% | 2,498 | -208 | -7.7% | -$8,502 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $10.23万 | 0.01% | 659 | -26 | -3.8% | -$4,035 | 减仓 |
| XP | XP INC | $10.25万 | 0.01% | 6,304 | -313 | -4.7% | -$5,089 | 减仓 |
| SHEL | SHELL PLC | $10.37万 | 0.01% | 1,337 | 173 | 14.9% | $1.34万 | 加仓 |
| BX | BLACKSTONE INC | $10.40万 | 0.01% | 884 | -1,939 | -68.7% | -$22.81万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $10.49万 | 0.01% | 1,253 | -145 | -10.4% | -$1.21万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $10.52万 | 0.01% | 150 | 150 | — | $10.52万 | 新建仓 |
| CSX | CSX CORP | $10.56万 | 0.01% | 2,222 | -287 | -11.4% | -$1.36万 | 减仓 |
| IJH | ISHARES TR | $10.61万 | 0.01% | 1,376 | 1,376 | — | $10.61万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $10.69万 | 0.01% | 1,493 | -118 | -7.3% | -$8,448 | 减仓 |
| CRM | SALESFORCE INC | $10.83万 | 0.01% | 691 | 96 | 16.1% | $1.50万 | 加仓 |
| SPGI | S&P GLOBAL INC | $10.85万 | 0.01% | 266 | 266 | — | $10.85万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $10.98万 | 0.01% | 503 | -109 | -17.8% | -$2.38万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $11.03万 | 0.01% | 408 | -28 | -6.4% | -$7,568 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $11.03万 | 0.01% | 2,345 | 2,345 | — | $11.03万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $11.05万 | 0.01% | 80 | 80 | — | $11.05万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $11.07万 | 0.01% | 4,419 | -7,688 | -63.5% | -$19.26万 | 减仓 |
| SBUX | STARBUCKS CORP | $11.36万 | 0.01% | 1,112 | -78 | -6.6% | -$7,968 | 减仓 |
| SAN | BANCO SANTANDER SA | $11.37万 | 0.01% | 8,237 | 8,237 | — | $11.37万 | 新建仓 |
| PWR | QUANTA SVCS INC | $11.68万 | 0.01% | 162 | -69 | -29.9% | -$4.97万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $11.70万 | 0.01% | 4,599 | -668 | -12.7% | -$1.70万 | 减仓 |
| SYK | STRYKER CORPORATION | $11.88万 | 0.01% | 377 | 5 | 1.3% | $1,576 | 加仓 |
| XT | ISHARES TR | $11.88万 | 0.01% | 1,438 | 1,438 | — | $11.88万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $12.03万 | 0.01% | 2,088 | 430 | 25.9% | $2.48万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $12.08万 | 0.01% | 762 | -2,325 | -75.3% | -$36.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $12.19万 | 0.01% | 515 | 515 | — | $12.19万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $12.31万 | 0.01% | 251 | 251 | — | $12.31万 | 新建仓 |
| NVMI | NOVA LTD | $12.32万 | 0.01% | 227 | -25 | -9.9% | -$1.36万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $12.35万 | 0.01% | 1,038 | 1,038 | — | $12.35万 | 新建仓 |
| CIEN | CIENA CORP | $12.41万 | 0.01% | 253 | 253 | — | $12.41万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $12.58万 | 0.01% | 833 | 833 | — | $12.58万 | 新建仓 |
| IEUR | ISHARES TR | $12.64万 | 0.01% | 1,682 | 69 | 4.3% | $5,186 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $12.85万 | 0.01% | 363 | -8 | -2.2% | -$2,831 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $12.94万 | 0.01% | 1,290 | 1,290 | — | $12.94万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $12.95万 | 0.01% | 496 | 14 | 2.9% | $3,656 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $12.96万 | 0.01% | 522 | -46 | -8.1% | -$1.14万 | 减仓 |
| CCJ | CAMECO CORP | $13.22万 | 0.01% | 1,298 | 11 | 0.9% | $1,120 | 加仓 |
| BP | BP PLC | $13.34万 | 0.01% | 3,611 | -1,740 | -32.5% | -$6.43万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $13.51万 | 0.01% | 3,354 | 402 | 13.6% | $1.62万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $13.52万 | 0.01% | 273 | 273 | — | $13.52万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $13.65万 | 0.01% | 1,215 | 2 | 0.2% | $225 | 加仓 |
| PUK | PRUDENTIAL PLC | $13.68万 | 0.01% | 5,101 | -728 | -12.5% | -$1.95万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $13.78万 | 0.01% | 773 | 773 | — | $13.78万 | 新建仓 |
| EMHY | ISHARES INC | $13.80万 | 0.01% | 3,394 | -2 | -0.1% | -$81 | 减仓 |
| HSBC | HSBC HLDGS PLC | $14.06万 | 0.01% | 1,479 | 1,479 | — | $14.06万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $14.06万 | 0.01% | 5,195 | -639 | -11.0% | -$1.73万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $14.09万 | 0.01% | 1,616 | -688 | -29.9% | -$6.00万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $14.24万 | 0.01% | 668 | -732 | -52.3% | -$15.60万 | 减仓 |
| IEV | ISHARES TR | $14.27万 | 0.01% | 1,959 | 34 | 1.8% | $2,477 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $14.30万 | 0.01% | 480 | 480 | — | $14.30万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $14.58万 | 0.01% | 573 | -124 | -17.8% | -$3.16万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $14.88万 | 0.01% | 2,203 | -817 | -27.1% | -$5.52万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $14.92万 | 0.01% | 359 | -443 | -55.2% | -$18.41万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $15.24万 | 0.01% | 383 | -38 | -9.0% | -$1.51万 | 减仓 |
| DOCU | DOCUSIGN INC | $15.36万 | 0.01% | 3,458 | 602 | 21.1% | $2.67万 | 加仓 |
| MPC | MARATHON PETE CORP | $15.50万 | 0.01% | 606 | -167 | -21.6% | -$4.27万 | 减仓 |
| GMAB | GENMAB A/S | $15.53万 | 0.01% | 5,653 | 540 | 10.6% | $1.48万 | 加仓 |
| NTES | NETEASE COM INC | $15.61万 | 0.01% | 1,218 | 178 | 17.1% | $2.28万 | 加仓 |
| EMR | EMERSON ELEC CO | $15.81万 | 0.01% | 1,105 | -135 | -10.9% | -$1.93万 | 减仓 |
| TMUS | T-MOBILE US INC | $15.88万 | 0.01% | 947 | -2,557 | -73.0% | -$42.87万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $15.93万 | 0.01% | 892 | 39 | 4.6% | $6,965 | 加仓 |
| IJK | ISHARES TR | $16.28万 | 0.01% | 1,386 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $16.86万 | 0.01% | 1,831 | -214 | -10.5% | -$1.97万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $16.88万 | 0.01% | 3,257 | -989 | -23.3% | -$5.13万 | 减仓 |
| BLK | BLACKROCK INC | $17.02万 | 0.01% | 177 | -15 | -7.8% | -$1.44万 | 减仓 |
| SGOV | ISHARES TR | $17.09万 | 0.01% | 1,698 | 1,698 | — | $17.09万 | 新建仓 |
| RIO | RIO TINTO PLC | $17.31万 | 0.01% | 1,824 | 48 | 2.7% | $4,556 | 加仓 |
| GLD | SPDR GOLD TR | $17.68万 | 0.01% | 480 | -48 | -9.1% | -$1.77万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $18.12万 | 0.01% | 6,447 | -5,126 | -44.3% | -$14.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $18.23万 | 0.01% | 358 | 42 | 13.3% | $2.14万 | 加仓 |
| COP | CONOCOPHILLIPS | $18.51万 | 0.01% | 1,780 | -12 | -0.7% | -$1,248 | 减仓 |
| IWM | ISHARES TR | $18.58万 | 0.01% | 618 | 100 | 19.3% | $3.01万 | 加仓 |