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 |
|---|---|---|---|---|---|---|---|---|
| EG | EVEREST GROUP LTD | $122.86万 | 0.07% | 3,439 | -278 | -7.5% | -$9.93万 | 减仓 |
| PPL | PPL CORP | $122.96万 | 0.07% | 33,825 | -1,452 | -4.1% | -$5.28万 | 减仓 |
| ENB | ENBRIDGE INC | $123.25万 | 0.07% | 22,736 | -3,887 | -14.6% | -$21.07万 | 减仓 |
| — | EXXON MOBIL CORP | $124.97万 | 0.08% | 9,140 | -1,305 | -12.5% | -$17.84万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $125.02万 | 0.08% | 7,671 | 118 | 1.6% | $1.92万 | 加仓 |
| RTX | RTX CORPORATION | $126.66万 | 0.08% | 6,676 | 557 | 9.1% | $10.57万 | 加仓 |
| CVX | CHEVRON CORPORATION | $127.03万 | 0.08% | 7,664 | -2,947 | -27.8% | -$48.85万 | 减仓 |
| IQV | IQVIA HLDGS INC | $127.14万 | 0.08% | 6,580 | -701 | -9.6% | -$13.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $128.37万 | 0.08% | 1,372 | 7 | 0.5% | $6,549 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $128.61万 | 0.08% | 15,846 | -725 | -4.4% | -$5.88万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $128.76万 | 0.08% | 27,005 | -1,440 | -5.1% | -$6.87万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $131.82万 | 0.08% | 46,431 | 345 | 0.7% | $9,795 | 加仓 |
| IAGG | ISHARES TR | $133.81万 | 0.08% | 26,444 | 232 | 0.9% | $1.17万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $135.25万 | 0.08% | 5,493 | -2,096 | -27.6% | -$51.61万 | 减仓 |
| USB | US BANCORP | $135.35万 | 0.08% | 22,410 | -3,960 | -15.0% | -$23.92万 | 减仓 |
| TLH | ISHARES TR | $139.28万 | 0.08% | 13,880 | -530 | -3.7% | -$5.32万 | 减仓 |
| QCOM | QUALCOMM INC | $139.93万 | 0.08% | 7,572 | -514 | -6.4% | -$9.50万 | 减仓 |
| NXT | NEXTPOWER INC | $140.07万 | 0.08% | 11,757 | -399 | -3.3% | -$4.75万 | 减仓 |
| ADI | ANALOG DEVICES INC | $140.74万 | 0.09% | 3,544 | -132 | -3.6% | -$5.24万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $142.14万 | 0.09% | 4,245 | -511 | -10.7% | -$17.11万 | 减仓 |
| JNK | SPDR SERIES TRUST | $143.92万 | 0.09% | 14,934 | 624 | 4.4% | $6.01万 | 加仓 |
| LIN | LINDE PLC | $146.10万 | 0.09% | 2,815 | -176 | -5.9% | -$9.13万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $151.77万 | 0.09% | 13,719 | -114 | -0.8% | -$1.26万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $154.81万 | 0.09% | 53,308 | 118 | 0.2% | $3,427 | 加仓 |
| WMT | WALMART INC | $156.20万 | 0.09% | 13,792 | -1,330 | -8.8% | -$15.06万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $159.62万 | 0.10% | 11,038 | -1,463 | -11.7% | -$21.16万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $160.48万 | 0.10% | 25,985 | -5,301 | -16.9% | -$32.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $160.92万 | 0.10% | 4,758 | -1,098 | -18.8% | -$37.14万 | 减仓 |
| EIX | EDISON INTL | $167.22万 | 0.10% | 22,460 | -1,860 | -7.6% | -$13.85万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $167.98万 | 0.10% | 2,249 | 134 | 6.3% | $10.01万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $169.61万 | 0.10% | 20,521 | 477 | 2.4% | $3.94万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $169.80万 | 0.10% | 10,381 | -2,149 | -17.2% | -$35.15万 | 减仓 |
| EFA | ISHARES TR | $171.28万 | 0.10% | 16,489 | 672 | 4.2% | $6.98万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $173.31万 | 0.10% | 9,860 | -764 | -7.2% | -$13.43万 | 减仓 |
| APH | AMPHENOL CORP | $175.22万 | 0.11% | 9,938 | 8,509 | 595.5% | $150.03万 | 加仓 |
| GOOG | ALPHABET INC | $175.75万 | 0.11% | 4,974 | 676 | 15.7% | $23.89万 | 加仓 |
| ORCL | ORACLE CORP | $178.48万 | 0.11% | 12,179 | 670 | 5.8% | $9.82万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $179.59万 | 0.11% | 12,291 | 4,683 | 61.6% | $68.42万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $181.22万 | 0.11% | 36,078 | -491 | -1.3% | -$2.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.33万 | 0.11% | 3,684 | -790 | -17.7% | -$39.53万 | 减仓 |
| V | VISA INC | $195.01万 | 0.12% | 5,684 | -127 | -2.2% | -$4.36万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $202.96万 | 0.12% | 11,219 | -591 | -5.0% | -$10.69万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $208.38万 | 0.13% | 8,940 | -226 | -2.5% | -$5.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $208.47万 | 0.13% | 3,589 | 894 | 33.2% | $51.93万 | 加仓 |
| IGIB | ISHARES TR | $211.14万 | 0.13% | 39,710 | -1,560 | -3.8% | -$8.29万 | 减仓 |
| CAT | CATERPILLAR INC | $222.30万 | 0.13% | 2,088 | -97 | -4.4% | -$10.33万 | 减仓 |
| SHYG | ISHARES TR | $224.17万 | 0.14% | 52,857 | -4,367 | -7.6% | -$18.52万 | 减仓 |
| IEI | ISHARES TR | $224.57万 | 0.14% | 19,120 | -264 | -1.4% | -$3.10万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $226.22万 | 0.14% | 4,737 | 468 | 11.0% | $22.35万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $226.85万 | 0.14% | 7,144 | -563 | -7.3% | -$17.88万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $229.76万 | 0.14% | 21,223 | 21,223 | — | $229.76万 | 新建仓 |
| EXEL | EXELIXIS INC | $234.22万 | 0.14% | 43,048 | -3,873 | -8.3% | -$21.07万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $251.97万 | 0.15% | 35,960 | -1,151 | -3.1% | -$8.07万 | 减仓 |
| CSCO | CISCO SYS INC | $269.22万 | 0.16% | 22,920 | -1,915 | -7.7% | -$22.49万 | 减仓 |
| AMGN | AMGEN INC | $277.51万 | 0.17% | 7,664 | -322 | -4.0% | -$11.66万 | 减仓 |
| F | FORD MTR CO | $282.81万 | 0.17% | 203,463 | 141,827 | 230.1% | $197.14万 | 加仓 |
| LLY | ELI LILLY &CO | $284.94万 | 0.17% | 2,376 | -239 | -9.1% | -$28.66万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $304.59万 | 0.18% | 41,492 | 1,097 | 2.7% | $8.05万 | 加仓 |
| USMV | ISHARES TR | $306.49万 | 0.19% | 31,773 | 446 | 1.4% | $4.30万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $318.45万 | 0.19% | 41,519 | -1,954 | -4.5% | -$14.99万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $319.88万 | 0.19% | 46,406 | -2,156 | -4.4% | -$14.86万 | 减仓 |
| FOXA | FOX CORP | $322.21万 | 0.19% | 61,774 | -21,292 | -25.6% | -$111.06万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $328.98万 | 0.20% | 24,191 | -1,696 | -6.6% | -$23.06万 | 减仓 |
| TSLA | TESLA INC | $330.62万 | 0.20% | 7,861 | -113 | -1.4% | -$4.75万 | 减仓 |
| AMAT | APPLIED MATLS INC | $351.35万 | 0.21% | 4,860 | 123 | 2.6% | $8.89万 | 加仓 |
| ABBV | ABBVIE INC | $356.44万 | 0.22% | 14,165 | 88 | 0.6% | $2.21万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $364.02万 | 0.22% | 5,699 | 3,009 | 111.9% | $192.20万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $368.06万 | 0.22% | 140,319 | 7,147 | 5.4% | $18.75万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $408.57万 | 0.25% | 27,862 | -2,375 | -7.9% | -$34.83万 | 减仓 |
| T | AT&T INC | $411.41万 | 0.25% | 198,749 | -11,313 | -5.4% | -$23.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $411.92万 | 0.25% | 97,289 | -1,024 | -1.0% | -$4.34万 | 减仓 |
| NEM | NEWMONT CORP | $431.17万 | 0.26% | 46,164 | -2,856 | -5.8% | -$26.68万 | 减仓 |
| MO | ALTRIA GROUP INC | $433.20万 | 0.26% | 60,208 | -2,539 | -4.0% | -$18.27万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $472.29万 | 0.29% | 10,899 | -321 | -2.9% | -$13.91万 | 减仓 |
| IVV | ISHARES TR | $486.63万 | 0.29% | 6,498 | 1,704 | 35.5% | $127.61万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $492.52万 | 0.30% | 9,090 | -662 | -6.8% | -$35.87万 | 减仓 |
| MINT | PIMCO ETF TR | $527.68万 | 0.32% | 52,344 | -1,572 | -2.9% | -$15.85万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $542.62万 | 0.33% | 71,350 | -4,637 | -6.1% | -$35.26万 | 减仓 |
| IWB | ISHARES TR | $593.17万 | 0.36% | 14,485 | -178 | -1.2% | -$7.29万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $623.13万 | 0.38% | 5,398 | 365 | 7.3% | $42.13万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $626.63万 | 0.38% | 40,614 | 6,098 | 17.7% | $94.09万 | 加仓 |
| KLAC | KLA CORP | $638.30万 | 0.39% | 21,156 | -1,094 | -4.9% | -$33.01万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $663.52万 | 0.40% | 85,165 | -3,992 | -4.5% | -$31.10万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $699.32万 | 0.42% | 209,001 | 4,507 | 2.2% | $15.08万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $713.10万 | 0.43% | 21,785 | -575 | -2.6% | -$18.82万 | 减仓 |
| COHR | COHERENT CORP | $769.86万 | 0.47% | 19,516 | 3,476 | 21.7% | $137.12万 | 加仓 |
| META | META PLATFORMS INC | $800.87万 | 0.48% | 14,218 | -323 | -2.2% | -$18.19万 | 减仓 |
| AMZN | AMAZON COM INC | $871.54万 | 0.53% | 36,567 | 858 | 2.4% | $20.45万 | 加仓 |
| LQD | ISHARES TR | $884.23万 | 0.53% | 81,070 | -6,068 | -7.0% | -$66.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $886.88万 | 0.54% | 110,076 | 14,520 | 15.2% | $116.99万 | 加仓 |
| HYG | ISHARES TR | $926.05万 | 0.56% | 115,800 | -3,879 | -3.2% | -$31.02万 | 减仓 |
| CWB | SPDR SERIES TRUST | $1,005.26万 | 0.61% | 93,235 | -12,569 | -11.9% | -$135.52万 | 减仓 |
| MTUM | ISHARES TR | $1,045.73万 | 0.63% | 30,503 | 162 | 0.5% | $5.55万 | 加仓 |
| AVGO | BROADCOM INC | $1,079.01万 | 0.65% | 28,564 | -1,167 | -3.9% | -$44.08万 | 减仓 |
| EWC | ISHARES INC | $1,085.70万 | 0.66% | 188,358 | 28,044 | 17.5% | $161.65万 | 加仓 |
| TIP | ISHARES TR | $1,181.29万 | 0.71% | 107,949 | -1,698 | -1.5% | -$18.58万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,250.01万 | 0.76% | 258,107 | -3,898 | -1.5% | -$18.88万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,389.15万 | 0.84% | 37,986 | 658 | 1.8% | $24.06万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,483.08万 | 0.90% | 163,353 | 2,831 | 1.8% | $25.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,493.52万 | 0.90% | 40,039 | -1,387 | -3.3% | -$51.74万 | 减仓 |