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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $46.45万 | 0.03% | 9,323 | -12,959 | -58.2% | -$64.56万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $46.89万 | 0.03% | 5,168 | -1,665 | -24.4% | -$15.11万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $46.94万 | 0.03% | 4,082 | -146 | -3.5% | -$1.68万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $47.09万 | 0.03% | 11,033 | -2,775 | -20.1% | -$11.84万 | 减仓 |
| XEL | XCEL ENERGY INC | $47.92万 | 0.03% | 5,968 | -3,834 | -39.1% | -$30.79万 | 减仓 |
| GIS | GENERAL MILLS INC | $48.26万 | 0.03% | 13,869 | 1,204 | 9.5% | $4.19万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $48.45万 | 0.03% | 1,407 | -74 | -5.0% | -$2.55万 | 减仓 |
| TXN | TEXAS INSTRS INC | $48.94万 | 0.03% | 1,642 | 747 | 83.5% | $22.26万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $49.16万 | 0.03% | 3,111 | -3,083 | -49.8% | -$48.72万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $49.24万 | 0.03% | 2,314 | -96 | -4.0% | -$2.04万 | 减仓 |
| ETN | EATON CORP PLC | $49.55万 | 0.03% | 1,163 | 586 | 101.6% | $24.97万 | 加仓 |
| TSN | TYSON FOODS INC | $49.56万 | 0.03% | 8,656 | -323 | -3.6% | -$1.85万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $50.91万 | 0.03% | 4,091 | -183 | -4.3% | -$2.28万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $51.15万 | 0.03% | 6,750 | -165 | -2.4% | -$1.25万 | 减仓 |
| FDX | FEDEX CORP | $52.25万 | 0.03% | 1,669 | -113 | -6.3% | -$3.54万 | 减仓 |
| ASML | ASML HLDG NV | $52.72万 | 0.03% | 265 | 12 | 4.7% | $2.39万 | 加仓 |
| WELL | WELLTOWER INC | $52.90万 | 0.03% | 2,331 | 39 | 1.7% | $8,850 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $53.69万 | 0.03% | 33,224 | 18,003 | 118.3% | $29.09万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $53.89万 | 0.03% | 1,918 | -491 | -20.4% | -$13.80万 | 减仓 |
| DAL | DELTA AIR LINES INC | $55.40万 | 0.03% | 5,915 | -11,413 | -65.9% | -$106.89万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $56.45万 | 0.03% | 9,760 | -1,463 | -13.0% | -$8.46万 | 减仓 |
| LOW | LOWES COS INC | $56.57万 | 0.03% | 2,566 | -215 | -7.7% | -$4.74万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $56.95万 | 0.03% | 1,670 | 197 | 13.4% | $6.72万 | 加仓 |
| SJM | SMUCKER J M CO | $57.02万 | 0.03% | 5,068 | -810 | -13.8% | -$9.11万 | 减仓 |
| DTM | DT MIDSTREAM INC | $57.11万 | 0.03% | 3,892 | 191 | 5.2% | $2.80万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $57.45万 | 0.03% | 6,299 | 47 | 0.8% | $4,286 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $58.96万 | 0.04% | 13,388 | -138 | -1.0% | -$6,078 | 减仓 |
| NVS | NOVARTIS AG | $59.52万 | 0.04% | 3,798 | -87 | -2.2% | -$1.36万 | 减仓 |
| SONY | SONY GROUP CORP | $60.13万 | 0.04% | 29,974 | 1,648 | 5.8% | $3.31万 | 加仓 |
| LEN | LENNAR CORP | $60.24万 | 0.04% | 6,657 | -138 | -2.0% | -$1.25万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $60.78万 | 0.04% | 7,110 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $60.89万 | 0.04% | 24,021 | -4,400 | -15.5% | -$11.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $61.81万 | 0.04% | 3,244 | -859 | -20.9% | -$16.37万 | 减仓 |
| NFLX | NETFLIX INC. | $61.84万 | 0.04% | 8,662 | 1,036 | 13.6% | $7.40万 | 加仓 |
| AFL | AFLAC INC | $64.86万 | 0.04% | 5,532 | -801 | -12.6% | -$9.39万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $65.70万 | 0.04% | 22,996 | 22,996 | — | $65.70万 | 新建仓 |
| GLW | CORNING INC | $66.39万 | 0.04% | 2,599 | 154 | 6.3% | $3.93万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $66.51万 | 0.04% | 2,274 | -76 | -3.2% | -$2.22万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $67.46万 | 0.04% | 5,340 | 322 | 6.4% | $4.07万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $68.45万 | 0.04% | 5,165 | -844 | -14.0% | -$11.19万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $68.60万 | 0.04% | 7,614 | -150 | -1.9% | -$1.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $68.82万 | 0.04% | 3,073 | 2,531 | 467.0% | $56.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $69.69万 | 0.04% | 946 | 78 | 9.0% | $5.75万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $69.98万 | 0.04% | 9,652 | -1,294 | -11.8% | -$9.38万 | 减仓 |
| INTC | INTEL CORP | $70.15万 | 0.04% | 5,024 | 116 | 2.4% | $1.62万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $70.28万 | 0.04% | 23,272 | 23,272 | — | $70.28万 | 新建仓 |
| UL | UNILEVER PLC | $70.37万 | 0.04% | 11,705 | -1,755 | -13.0% | -$10.55万 | 减仓 |
| KGC | KINROSS GOLD CORP | $70.45万 | 0.04% | 29,825 | -7,694 | -20.5% | -$18.17万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.85万 | 0.04% | 2,438 | -276 | -10.2% | -$8.02万 | 减仓 |
| NOW | SERVICENOW INC | $72.23万 | 0.04% | 7,275 | -935 | -11.4% | -$9.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $72.85万 | 0.04% | 720 | -7 | -1.0% | -$7,083 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $76.04万 | 0.05% | 1,006 | -175 | -14.8% | -$13.23万 | 减仓 |
| SRE | SEMPRA | $76.39万 | 0.05% | 8,240 | -544 | -6.2% | -$5.04万 | 减仓 |
| TOL | TOLL BROTHERS INC | $77.08万 | 0.05% | 4,679 | 420 | 9.9% | $6.92万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $77.20万 | 0.05% | 2,057 | -6 | -0.3% | -$2,252 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $78.86万 | 0.05% | 7,184 | -1,130 | -13.6% | -$12.40万 | 减仓 |
| CME | CME GROUP INC | $81.73万 | 0.05% | 3,701 | -724 | -16.4% | -$15.99万 | 减仓 |
| SYY | SYSCO CORP | $82.57万 | 0.05% | 9,879 | -1,344 | -12.0% | -$11.23万 | 减仓 |
| TRP | TC ENERGY CORP | $83.12万 | 0.05% | 12,539 | -2,334 | -15.7% | -$15.47万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $85.59万 | 0.05% | 2,313 | 282 | 13.9% | $10.43万 | 加仓 |
| MRK | MERCK &CO INC | $86.02万 | 0.05% | 6,694 | -394 | -5.6% | -$5.06万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $88.09万 | 0.05% | 39,487 | 11 | 0.0% | $245 | 加仓 |
| AMCR | AMCOR PLC | $89.22万 | 0.05% | 20,582 | -4,130 | -16.7% | -$17.90万 | 减仓 |
| NGG | NATIONAL GRID PLC | $92.32万 | 0.06% | 11,141 | -900 | -7.5% | -$7.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $92.61万 | 0.06% | 10,551 | 132 | 1.3% | $1.16万 | 加仓 |
| OMC | OMNICOM GROUP INC | $92.80万 | 0.06% | 12,743 | 11 | 0.1% | $801 | 加仓 |
| SLB | SLB LIMITED | $93.17万 | 0.06% | 20,042 | -4,930 | -19.7% | -$22.92万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $93.45万 | 0.06% | 9,628 | -388 | -3.9% | -$3.77万 | 减仓 |
| GE | GE AEROSPACE | $94.67万 | 0.06% | 2,533 | 486 | 23.7% | $18.16万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $94.94万 | 0.06% | 10,907 | -2,442 | -18.3% | -$21.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $97.61万 | 0.06% | 7,712 | -1,126 | -12.7% | -$14.25万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $98.75万 | 0.06% | 3,116 | 1,841 | 144.4% | $58.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $101.07万 | 0.06% | 1,968 | 83 | 4.4% | $4.26万 | 加仓 |
| DIS | DISNEY WALT CO | $102.54万 | 0.06% | 10,653 | 3,263 | 44.2% | $31.41万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $103.00万 | 0.06% | 8,828 | 283 | 3.3% | $3.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $106.21万 | 0.06% | 14,718 | -1,186 | -7.5% | -$8.56万 | 减仓 |
| PLD | PROLOGIS INC. | $108.51万 | 0.07% | 8,010 | -1,659 | -17.2% | -$22.47万 | 减仓 |
| PAYX | PAYCHEX INC | $109.82万 | 0.07% | 11,169 | -1,907 | -14.6% | -$18.75万 | 减仓 |
| TTE | TOTALENERGIES SE | $110.12万 | 0.07% | 14,162 | -7,519 | -34.7% | -$58.47万 | 减仓 |
| SNY | SANOFI SA | $110.35万 | 0.07% | 25,867 | -3,141 | -10.8% | -$13.40万 | 减仓 |
| MDT | MEDTRONIC PLC | $111.26万 | 0.07% | 14,222 | 5,347 | 60.2% | $41.83万 | 加仓 |
| TJX | TJX COS INC NEW | $112.05万 | 0.07% | 7,396 | -1,351 | -15.4% | -$20.47万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $113.46万 | 0.07% | 9,717 | -12 | -0.1% | -$1,401 | 减仓 |
| WFC | WELLS FARGO &CO | $114.41万 | 0.07% | 13,844 | -1,291 | -8.5% | -$10.67万 | 减仓 |
| PEP | PEPSICO INC | $114.89万 | 0.07% | 8,485 | -1,276 | -13.1% | -$17.28万 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $114.90万 | 0.07% | 4,524 | -151 | -3.2% | -$3.84万 | 减仓 |
| FE | FIRSTENERGY CORP | $115.15万 | 0.07% | 24,222 | -1,621 | -6.3% | -$7.71万 | 减仓 |
| PFE | PFIZER INC | $115.69万 | 0.07% | 48,044 | -1,250 | -2.5% | -$3.01万 | 减仓 |
| VICI | VICI PPTYS INC | $115.79万 | 0.07% | 43,611 | -2,082 | -4.6% | -$5.53万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $116.30万 | 0.07% | 47,371 | -2,111 | -4.3% | -$5.18万 | 减仓 |
| BAC | BANK OF AMER CORP | $117.53万 | 0.07% | 20,626 | -1,621 | -7.3% | -$9.24万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $118.95万 | 0.07% | 10,462 | 243 | 2.4% | $2.76万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $119.97万 | 0.07% | 13,652 | 3,535 | 34.9% | $31.07万 | 加仓 |
| CVS | CVS HEALTH CORP | $120.41万 | 0.07% | 11,640 | 1,899 | 19.5% | $19.64万 | 加仓 |
| DTE | DTE ENERGY CO | $120.41万 | 0.07% | 7,903 | 497 | 6.7% | $7.57万 | 加仓 |
| MUB | ISHARES TR | $120.73万 | 0.07% | 11,218 | 883 | 8.5% | $9.50万 | 加仓 |
| ALL | ALLSTATE CORP | $121.08万 | 0.07% | 5,088 | -144 | -2.8% | -$3.43万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $121.46万 | 0.07% | 1,242 | -198 | -13.8% | -$19.36万 | 减仓 |
| PHM | PULTE GROUP INC | $121.56万 | 0.07% | 8,859 | -3,111 | -26.0% | -$42.69万 | 减仓 |