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 |
|---|---|---|---|---|---|---|---|---|
| CTAS | CINTAS CORP | $18.59万 | 0.01% | 1,093 | 1,093 | — | $18.59万 | 新建仓 |
| MSA | MSA SAFETY INC | $18.60万 | 0.01% | 1,065 | -2,736 | -72.0% | -$47.78万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $18.84万 | 0.01% | 361 | 54 | 17.6% | $2.82万 | 加仓 |
| AZN | ASTRAZENECA PLC | $19.00万 | 0.01% | 1,002 | -213 | -17.5% | -$4.04万 | 减仓 |
| CERY | SPDR SERIES TRUST | $19.18万 | 0.01% | 5,738 | -1,259 | -18.0% | -$4.21万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $19.31万 | 0.01% | 2,982 | -983 | -24.8% | -$6.36万 | 减仓 |
| MRSH | MARSH &MCLENNAN COS INC | $19.48万 | 0.01% | 1,169 | -12,199 | -91.3% | -$203.26万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $19.54万 | 0.01% | 738 | -217 | -22.7% | -$5.74万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $19.57万 | 0.01% | 1,430 | 613 | 75.0% | $8.39万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $19.77万 | 0.01% | 1,173 | 1,173 | — | $19.77万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.03万 | 0.01% | 998 | -299 | -23.1% | -$6.00万 | 减仓 |
| COR | CENCORA INC | $20.21万 | 0.01% | 714 | -90 | -11.2% | -$2.55万 | 减仓 |
| SHOP | SHOPIFY INC | $20.55万 | 0.01% | 1,800 | 131 | 7.8% | $1.50万 | 加仓 |
| ALV | AUTOLIV INC | $20.85万 | 0.01% | 1,794 | -256 | -12.5% | -$2.97万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $20.90万 | 0.01% | 1,230 | 55 | 4.7% | $9,346 | 加仓 |
| UNP | UNION PAC CORP | $21.16万 | 0.01% | 778 | 19 | 2.5% | $5,168 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $21.21万 | 0.01% | 492 | 492 | — | $21.21万 | 新建仓 |
| NDAQ | NASDAQ INC | $21.42万 | 0.01% | 2,718 | -114 | -4.0% | -$8,985 | 减仓 |
| DE | DEERE &CO | $21.43万 | 0.01% | 338 | 23 | 7.3% | $1.46万 | 加仓 |
| ITT | ITT INC | $21.48万 | 0.01% | 1,086 | -105 | -8.8% | -$2.08万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.56万 | 0.01% | 1,751 | -111 | -6.0% | -$1.37万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $21.56万 | 0.01% | 8,136 | 210 | 2.6% | $5,565 | 加仓 |
| CW | CURTISS WRIGHT CORP | $21.68万 | 0.01% | 286 | 286 | — | $21.68万 | 新建仓 |
| IJR | ISHARES TR | $21.73万 | 0.01% | 1,465 | -734 | -33.4% | -$10.89万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $21.78万 | 0.01% | 5,427 | 5,427 | — | $21.78万 | 新建仓 |
| SNDK | SANDISK CORP | $21.83万 | 0.01% | 96 | 96 | — | $21.83万 | 新建仓 |
| IWD | ISHARES TR | $22.48万 | 0.01% | 927 | 927 | — | $22.48万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.89万 | 0.01% | 237 | 237 | — | $22.89万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $22.92万 | 0.01% | 588 | 86 | 17.1% | $3.35万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $23.93万 | 0.01% | 4,062 | 4,062 | — | $23.93万 | 新建仓 |
| STE | STERIS PLC | $23.94万 | 0.01% | 1,137 | -142 | -11.1% | -$2.99万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $24.33万 | 0.01% | 1,412 | -57 | -3.9% | -$9,822 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $24.88万 | 0.02% | 754 | 164 | 27.8% | $5.41万 | 加仓 |
| BA | BOEING CO | $25.34万 | 0.02% | 1,171 | -137 | -10.5% | -$2.96万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.57万 | 0.02% | 3,486 | -246 | -6.6% | -$1.80万 | 减仓 |
| D | DOMINION ENERGY INC | $25.83万 | 0.02% | 3,783 | 173 | 4.8% | $1.18万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $25.86万 | 0.02% | 4,484 | 514 | 12.9% | $2.96万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $26.60万 | 0.02% | 950 | 19 | 2.0% | $5,321 | 加仓 |
| TPR | TAPESTRY INC | $26.89万 | 0.02% | 1,837 | -546 | -22.9% | -$7.99万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $28.15万 | 0.02% | 5,250 | -12 | -0.2% | -$643 | 减仓 |
| NRG | NRG ENERGY INC | $28.87万 | 0.02% | 1,976 | -2,426 | -55.1% | -$35.44万 | 减仓 |
| MCD | MCDONALDS CORP | $28.88万 | 0.02% | 1,068 | -758 | -41.5% | -$20.50万 | 减仓 |
| VGT | VANGUARD WORLD FD | $29.53万 | 0.02% | 2,471 | -89 | -3.5% | -$1.06万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $29.65万 | 0.02% | 2,256 | 95 | 4.4% | $1.25万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $30.24万 | 0.02% | 853 | -12 | -1.4% | -$4,255 | 减仓 |
| C | CITIGROUP INC | $30.79万 | 0.02% | 2,200 | 496 | 29.1% | $6.94万 | 加仓 |
| CI | THE CIGNA GROUP | $30.83万 | 0.02% | 1,118 | -56 | -4.8% | -$1.54万 | 减仓 |
| AGG | ISHARES TR | $30.96万 | 0.02% | 3,128 | 122 | 4.1% | $1.21万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $31.09万 | 0.02% | 1,089 | 1 | 0.1% | $285 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $31.53万 | 0.02% | 1,702 | 469 | 38.0% | $8.69万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $31.60万 | 0.02% | 5,606 | 5,606 | — | $31.60万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $31.84万 | 0.02% | 1,012 | -368 | -26.7% | -$11.58万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.89万 | 0.02% | 636 | 49 | 8.3% | $2.46万 | 加仓 |
| EMBJ | EMBRAER S.A. | $32.04万 | 0.02% | 5,022 | -3,732 | -42.6% | -$23.81万 | 减仓 |
| AJG | GALLAGHER ARTHUR J &CO | $32.04万 | 0.02% | 1,396 | 644 | 85.6% | $14.78万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.74万 | 0.02% | 3,548 | -470 | -11.7% | -$4.34万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.95万 | 0.02% | 432 | 82 | 23.4% | $6.26万 | 加仓 |
| CRH | CRH PLC | $33.01万 | 0.02% | 3,085 | -250 | -7.5% | -$2.67万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $34.02万 | 0.02% | 12,063 | -2,502 | -17.2% | -$7.06万 | 减仓 |
| HSY | HERSHEY CO | $34.05万 | 0.02% | 1,941 | 1,941 | — | $34.05万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $34.14万 | 0.02% | 6,775 | -5,293 | -43.9% | -$26.67万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $34.22万 | 0.02% | 6,443 | 4,532 | 237.2% | $24.07万 | 加仓 |
| HYD | VANECK ETF TRUST | $34.53万 | 0.02% | 6,704 | -3,257 | -32.7% | -$16.78万 | 减仓 |
| EUSA | ISHARES INC | $34.62万 | 0.02% | 3,032 | 3,032 | — | $34.62万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $35.17万 | 0.02% | 3,659 | -43 | -1.2% | -$4,133 | 减仓 |
| SO | SOUTHERN CO | $35.27万 | 0.02% | 3,686 | -851 | -18.8% | -$8.14万 | 减仓 |
| SNA | SNAP ON INC | $35.34万 | 0.02% | 878 | -203 | -18.8% | -$8.17万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $35.35万 | 0.02% | 1,716 | 1,716 | — | $35.35万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $35.78万 | 0.02% | 61,903 | -3,337 | -5.1% | -$1.93万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $35.98万 | 0.02% | 15,351 | -49 | -0.3% | -$1,149 | 减仓 |
| MMM | 3M CO | $36.04万 | 0.02% | 2,226 | -107 | -4.6% | -$1.73万 | 减仓 |
| WMB | WILLIAMS COS INC | $36.15万 | 0.02% | 4,863 | 177 | 3.8% | $1.32万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $36.72万 | 0.02% | 9,303 | -6,398 | -40.7% | -$25.25万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.06万 | 0.02% | 746 | -63 | -7.8% | -$3.13万 | 减仓 |
| ARMK | ARAMARK | $37.11万 | 0.02% | 6,522 | -865 | -11.7% | -$4.92万 | 减仓 |
| MS | MORGAN STANLEY | $37.27万 | 0.02% | 1,783 | 97 | 5.8% | $2.03万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $37.52万 | 0.02% | 1,395 | -255 | -15.5% | -$6.86万 | 减仓 |
| PCAR | PACCAR INC | $37.76万 | 0.02% | 3,144 | -159 | -4.8% | -$1.91万 | 减仓 |
| O | REALTY INCOME CORP | $38.43万 | 0.02% | 6,202 | -2,338 | -27.4% | -$14.49万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $38.76万 | 0.02% | 3,596 | -473 | -11.6% | -$5.10万 | 减仓 |
| GM | GENERAL MTRS CO | $39.15万 | 0.02% | 5,079 | 3,449 | 211.6% | $26.59万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $39.16万 | 0.02% | 3,655 | -699 | -16.1% | -$7.49万 | 减仓 |
| EEM | ISHARES TR | $39.23万 | 0.02% | 5,734 | 1,896 | 49.4% | $12.97万 | 加仓 |
| FSLR | FIRST SOLAR INC | $39.78万 | 0.02% | 1,686 | 1,686 | — | $39.78万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $39.85万 | 0.02% | 1,679 | -385 | -18.7% | -$9.14万 | 减仓 |
| MFC | MANULIFE FINL CORP | $40.40万 | 0.02% | 9,972 | -247 | -2.4% | -$1.00万 | 减仓 |
| EMB | ISHARES TR | $40.64万 | 0.02% | 4,214 | -2,003 | -32.2% | -$19.32万 | 减仓 |
| DHI | D R HORTON INC | $41.10万 | 0.02% | 2,523 | -554 | -18.0% | -$9.02万 | 减仓 |
| KO | COCA COLA CO | $41.15万 | 0.02% | 5,063 | -4,420 | -46.6% | -$35.92万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $41.21万 | 0.02% | 1,112 | -48 | -4.1% | -$1.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.38万 | 0.03% | 1,472 | -113 | -7.1% | -$3.18万 | 减仓 |
| HD | HOME DEPOT INC | $42.09万 | 0.03% | 1,193 | -1,013 | -45.9% | -$35.74万 | 减仓 |
| CB | CHUBB LIMITED | $43.97万 | 0.03% | 1,291 | -18 | -1.4% | -$6,131 | 减仓 |
| GEV | GE VERNOVA INC | $44.03万 | 0.03% | 375 | 88 | 30.7% | $10.33万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.21万 | 0.03% | 1,064 | 26 | 2.5% | $1.08万 | 加仓 |
| ATI | ATI INC | $44.49万 | 0.03% | 2,257 | 1,043 | 85.9% | $20.56万 | 加仓 |
| INGR | INGREDION INC | $44.90万 | 0.03% | 4,741 | -467 | -9.0% | -$4.42万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $45.47万 | 0.03% | 8,781 | -2,130 | -19.5% | -$11.03万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $46.13万 | 0.03% | 11,912 | -438 | -3.5% | -$1.70万 | 减仓 |
| TS | TENARIS S A | $46.24万 | 0.03% | 8,333 | -185 | -2.2% | -$1.03万 | 减仓 |