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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1,822.15万 | 1.10% | 50,988 | -1,750 | -3.3% | -$62.54万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,861.01万 | 1.13% | 60,758 | 1,141 | 1.9% | $34.95万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,896.86万 | 1.15% | 405,224 | 3,972 | 1.0% | $18.59万 | 加仓 |
| IGSB | ISHARES TR | $2,151.21万 | 1.30% | 410,458 | -22,806 | -5.3% | -$119.53万 | 减仓 |
| USIG | ISHARES TR | $2,238.13万 | 1.35% | 436,367 | 9,460 | 2.2% | $48.52万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $2,269.51万 | 1.37% | 1,114,142 | -57,242 | -4.9% | -$116.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,335.56万 | 1.41% | 116,726 | -2,564 | -2.1% | -$51.30万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,388.89万 | 1.45% | 78,810 | 3,289 | 4.4% | $99.70万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,418.45万 | 1.46% | 122,391 | 2,369 | 2.0% | $46.81万 | 加仓 |
| GOVT | ISHARES TR | $2,470.91万 | 1.49% | 1,084,684 | 25,045 | 2.4% | $57.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,608.88万 | 1.58% | 107,366 | 1,996 | 1.9% | $48.50万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,694.82万 | 1.63% | 451,469 | -731 | -0.2% | -$4.36万 | 减仓 |
| AAPL | APPLE INC | $2,848.06万 | 1.72% | 98,426 | -2,489 | -2.5% | -$72.02万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2,904.49万 | 1.76% | 117,968 | 16,264 | 16.0% | $400.44万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,355.89万 | 2.03% | 366,203 | -30,223 | -7.6% | -$276.96万 | 减仓 |
| SHY | ISHARES TR | $3,765.97万 | 2.28% | 458,650 | 137,110 | 42.6% | $1,125.81万 | 加仓 |
| IEMG | ISHARES INC | $5,089.32万 | 3.08% | 614,356 | 86,546 | 16.4% | $716.95万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $5,625.82万 | 3.40% | 258,148 | 986 | 0.4% | $21.49万 | 加仓 |
| MGV | VANGUARD WORLD FD | $7,235.54万 | 4.38% | 442,676 | 8,290 | 1.9% | $135.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,372.38万 | 4.46% | 1,034,721 | -290 | -0.0% | -$2.07万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $7,721.52万 | 4.67% | 896,392 | -2,984 | -0.3% | -$25.70万 | 减仓 |
| IEFA | ISHARES TR | $9,220.38万 | 5.58% | 954,688 | 144,003 | 17.8% | $1,390.78万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1.05亿 | 6.35% | 1,193,303 | 18,178 | 1.5% | $159.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.15亿 | 13.02% | 313,430 | 45,854 | 17.1% | $3,149.30万 | 加仓 |