Strategic Investment Advisors / MI
FARMINGTON HILLS MI · SEC CIK 0001760540
$14.48亿2026Q1 申报市值
386持仓数
45.9%前十大占比 · 第一大 11.1%
137 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$2,368.59万
MGK 加仓+$1,861.02万
MGV 加仓+$1,487.13万
SHY 加仓+$1,196.90万
VUG 加仓+$1,105.77万
2026Q1 卖出最多 按季末市值估算
VGT 重新持有-$2.22亿
VTI 重新持有-$6,628.82万
IJK 重新持有-$2,180.79万
EMB 减仓-$821.67万
EMHY 重新持有-$495.86万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LIN | LINDE PLC COM EUR0.001 | $148.19万 | 0.10% | 2,991 | 1,506 | 101.4% | $74.61万 | 加仓 |
| NXT | NEXTPOWER INC. CLASS A COMMON STOCK | $146.46万 | 0.10% | 12,156 | 12,156 | — | $146.46万 | 新建仓 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $145.18万 | 0.10% | 14,410 | 1,790 | 14.2% | $18.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $144.54万 | 0.10% | 4,269 | -348 | -7.5% | -$11.78万 | 减仓 |
| ENB | ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 | $144.13万 | 0.10% | 26,623 | 26,623 | — | $144.13万 | 新建仓 |
| CMCSA | COMCAST CORP | $142.15万 | 0.10% | 49,482 | 9,770 | 24.6% | $28.07万 | 加仓 |
| PHM | PULTE GROUP INC COM USD0.01 | $140.77万 | 0.10% | 11,970 | 7,731 | 182.4% | $90.92万 | 加仓 |
| SNY | SANOFI ADR REP 1 1/2 ORD | $139.76万 | 0.10% | 29,008 | 29,008 | — | $139.76万 | 新建仓 |
| TJX | TJX COMPANIES INC | $139.68万 | 0.10% | 8,747 | 2,224 | 34.1% | $35.52万 | 加仓 |
| PFE | PFIZER INC | $138.42万 | 0.10% | 49,294 | 8,896 | 22.0% | $24.98万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $137.54万 | 0.09% | 2,115 | 431 | 25.6% | $28.03万 | 加仓 |
| USB | US BANCORP | $137.15万 | 0.09% | 26,370 | 26,370 | — | $137.15万 | 新建仓 |
| JNK | SPDR SERIES TRUST STATE STREET BLOOMBERG HIGH YIELD BOND ETF | $136.97万 | 0.09% | 14,310 | 7,677 | 115.7% | $73.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORP COM | $135.96万 | 0.09% | 1,365 | 183 | 15.5% | $18.23万 | 加仓 |
| PPL | PPL CORP COM USD0.01 | $134.76万 | 0.09% | 35,277 | 25,382 | 256.5% | $96.96万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | $134.14万 | 0.09% | 16,571 | 889 | 5.7% | $7.20万 | 加仓 |
| SPTI | SPDR SERIES TRUST STATE STREET PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $131.92万 | 0.09% | 46,086 | 6,484 | 16.4% | $18.56万 | 加仓 |
| IAGG | ISHARES INTL AGGREGATE BOND | $131.01万 | 0.09% | 26,212 | 15,061 | 135.1% | $75.27万 | 加仓 |
| FE | FIRSTENERGY CORP COM USD0.10 | $130.92万 | 0.09% | 25,843 | 25,843 | — | $130.92万 | 新建仓 |
| CME | CME GROUP INC COM | $130.70万 | 0.09% | 4,425 | 4,425 | — | $130.70万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $129.00万 | 0.09% | 1,440 | 473 | 48.9% | $42.37万 | 加仓 |
| SLB | SLB LIMITED TRADING | $128.33万 | 0.09% | 24,972 | 12,982 | 108.3% | $66.72万 | 加仓 |
| PLD | PROLOGIS INC. COM | $127.81万 | 0.09% | 9,669 | 9,669 | — | $127.81万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $124.98万 | 0.09% | 8,545 | 242 | 2.9% | $3.54万 | 加仓 |
| VICI | VICI PPTYS INC COM | $124.83万 | 0.09% | 45,693 | -447 | -1.0% | -$1.22万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVESTORS INC | $124.65万 | 0.09% | 28,445 | 1,933 | 7.3% | $8.47万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $124.22万 | 0.09% | 7,281 | 4,481 | 160.0% | $76.45万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $122.74万 | 0.08% | 4,298 | 703 | 19.6% | $20.08万 | 加仓 |
| EG | EVEREST GROUP LTD COM STK USD0.01 | $121.18万 | 0.08% | 3,717 | 1,578 | 73.8% | $51.44万 | 加仓 |
| WFC | WELLS FARGO CO NEW COM | $120.49万 | 0.08% | 15,135 | 6,776 | 81.1% | $53.94万 | 加仓 |
| PAYX | PAYCHEX INC COM USD0.01 | $120.46万 | 0.08% | 13,076 | 13,076 | — | $120.46万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $119.56万 | 0.08% | 4,756 | 1,906 | 66.9% | $47.91万 | 加仓 |
| RTX | RTX CORPORATION COM USD1.00 | $118.23万 | 0.08% | 6,119 | 3,604 | 143.3% | $69.64万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $116.89万 | 0.08% | 3,676 | 1,140 | 45.0% | $36.25万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 | $115.73万 | 0.08% | 8,838 | 7,036 | 390.5% | $92.13万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $115.03万 | 0.08% | 15,904 | 5,906 | 59.1% | $42.72万 | 加仓 |
| DAL | DELTA AIR LINES INC | $114.92万 | 0.08% | 17,328 | 9,194 | 113.0% | $60.98万 | 加仓 |
| KGC | KINROSS GOLD CORP COM NPV ISIN #CA4969024047 SEDOL #B03Z841 | $114.60万 | 0.08% | 37,519 | -664 | -1.7% | -$2.03万 | 减仓 |
| JNJ | JOHNSON &JOHNSON COM | $114.27万 | 0.08% | 4,675 | 967 | 26.1% | $23.64万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $112.68万 | 0.08% | 9,729 | 7,770 | 396.6% | $89.99万 | 重新持有 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $109.35万 | 0.08% | 10,335 | 1,924 | 22.9% | $20.36万 | 加仓 |
| ALL | ALLSTATE CORP COM USD0.01 | $108.49万 | 0.07% | 5,232 | 2,741 | 110.0% | $56.84万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $108.45万 | 0.07% | 22,247 | 11,291 | 103.1% | $55.04万 | 加仓 |
| DTE | DTE ENERGY CO | $108.28万 | 0.07% | 7,406 | 118 | 1.6% | $1.73万 | 加仓 |
| EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $108.18万 | 0.07% | 7,553 | 647 | 9.4% | $9.27万 | 加仓 |
| QCOM | QUALCOMM INC | $104.06万 | 0.07% | 8,086 | 2,054 | 34.1% | $26.43万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $102.43万 | 0.07% | 22,282 | 22,282 | — | $102.43万 | 新建仓 |
| MCK | MCKESSON CORP | $102.23万 | 0.07% | 1,181 | 339 | 40.3% | $29.35万 | 加仓 |
| NGG | NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT | $101.87万 | 0.07% | 12,041 | 12,041 | — | $101.87万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 | $99.63万 | 0.07% | 7,608 | 2,219 | 41.2% | $29.06万 | 加仓 |
| AMCR | AMCOR PLC ORD USD0.05 (REV SPT) | $98.23万 | 0.07% | 24,712 | 24,712 | — | $98.23万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM USD0.01 | $96.77万 | 0.07% | 10,419 | 1,415 | 15.7% | $13.14万 | 加仓 |
| ACGL | ARCH CAPITAL GROUP COM STK USD0.01 | $96.15万 | 0.07% | 10,016 | 4,178 | 71.6% | $40.11万 | 加仓 |
| OMC | OMNICOM GROUP INC COM USD0.15 | $95.91万 | 0.07% | 12,732 | 686 | 5.7% | $5.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $93.96万 | 0.06% | 1,885 | 277 | 17.2% | $13.81万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $93.68万 | 0.06% | 2,714 | 809 | 42.5% | $27.92万 | 加仓 |
| TRP | TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 | $93.11万 | 0.06% | 14,873 | 14,873 | — | $93.11万 | 新建仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.20 | $92.11万 | 0.06% | 10,219 | 393 | 4.0% | $3.54万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $89.56万 | 0.06% | 13,349 | 4,386 | 48.9% | $29.43万 | 加仓 |
| SPMB | SPDR SERIES TRUST STATE STREET PORTFOLIO MORTGAGE BACKED BOND ETF | $88.28万 | 0.06% | 39,476 | 2,478 | 6.7% | $5.54万 | 加仓 |
| NOW | SERVICENOW INC COM USD0.001 | $85.84万 | 0.06% | 8,210 | 4,341 | 112.2% | $45.39万 | 加仓 |
| SRE | SEMPRA COM | $85.31万 | 0.06% | 8,784 | 667 | 8.2% | $6.48万 | 加仓 |
| MRK | MERCK &CO. INC COM | $85.26万 | 0.06% | 7,088 | 7,088 | — | $85.26万 | 新建仓 |
| ACN | ACCENTURE PLC | $84.94万 | 0.06% | 4,274 | 2,669 | 166.3% | $53.04万 | 加仓 |
| HIG | THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK | $81.26万 | 0.06% | 6,009 | 6,009 | — | $81.26万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $81.15万 | 0.06% | 13,808 | 13,808 | — | $81.15万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTERNATIONAL INC COM NPV ISIN #CA76131D1033 SEDOL #BTF8CF0 | $80.99万 | 0.06% | 10,946 | 4,772 | 77.3% | $35.31万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $80.47万 | 0.06% | 2,350 | -129 | -5.2% | -$4.42万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $80.21万 | 0.06% | 8,314 | 5,322 | 177.9% | $51.35万 | 重新持有 |
| SYY | SYSCO CORP | $79.17万 | 0.05% | 11,223 | 6,529 | 139.1% | $46.05万 | 加仓 |
| XEL | XCEL ENERGY INC COM USD2.5 | $77.87万 | 0.05% | 9,802 | 9,802 | — | $77.87万 | 新建仓 |
| NFLX | NETFLIX INC | $77.57万 | 0.05% | 7,626 | 950 | 14.2% | $9.66万 | 加仓 |
| SPYM | SPDR PORTFOLIO S&P 500 ETF | $77.43万 | 0.05% | 10,117 | 1,015 | 11.2% | $7.77万 | 加仓 |
| MDT | MEDTRONIC PLC | $76.86万 | 0.05% | 8,875 | 5,303 | 148.5% | $45.93万 | 加仓 |
| UL | UNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT) | $76.68万 | 0.05% | 13,460 | 13,460 | — | $76.68万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 | $75.77万 | 0.05% | 12,350 | 536 | 4.5% | $3.29万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $73.60万 | 0.05% | 3,504 | 1,435 | 69.4% | $30.14万 | 加仓 |
| WDC | WESTERN DIGITAL CORP. COM | $72.66万 | 0.05% | 2,690 | 1,140 | 73.5% | $30.79万 | 加仓 |
| HD | HOME DEPOT INC | $72.55万 | 0.05% | 2,206 | 1,422 | 181.4% | $46.76万 | 加仓 |
| KO | COCA-COLA CO | $72.12万 | 0.05% | 9,483 | 9,483 | — | $72.12万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $71.23万 | 0.05% | 7,390 | 3,750 | 103.0% | $36.14万 | 加仓 |
| F | FORD MTR CO DEL COM | $71.13万 | 0.05% | 61,636 | 22,796 | 58.7% | $26.31万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $70.12万 | 0.05% | 6,833 | 623 | 10.0% | $6.39万 | 加仓 |
| CVS | CVS HEALTH CORPORATION COM USD0.01 | $69.96万 | 0.05% | 9,741 | 853 | 9.6% | $6.13万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM USD0.001 | $69.95万 | 0.05% | 5,018 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $69.47万 | 0.05% | 6,333 | 6,333 | — | $69.47万 | 新建仓 |
| CCL | CARNIVAL CORP COM USD0.01 | $67.02万 | 0.05% | 25,767 | 14,836 | 135.7% | $38.59万 | 加仓 |
| LOW | LOWES COMPANIES INC COM USD0.50 | $65.62万 | 0.05% | 2,781 | 913 | 48.9% | $21.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $65.16万 | 0.05% | 2,031 | -206,615 | -99.0% | -$6,628.82万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC COM NPV | $64.69万 | 0.04% | 11,223 | 11,223 | — | $64.69万 | 新建仓 |
| NRG | NRG ENERGY INC | $64.33万 | 0.04% | 4,402 | 4,402 | — | $64.33万 | 新建仓 |
| KIM | KIMCO REALTY CORP COM USD0.01 | $63.86万 | 0.04% | 28,421 | 28,421 | — | $63.86万 | 新建仓 |
| FDX | FEDEX CORP COM USD0.10 | $63.46万 | 0.04% | 1,782 | 60 | 3.5% | $2.14万 | 加仓 |
| TOTL | SSGA ACTIVE TR STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $62.38万 | 0.04% | 15,701 | 10,177 | 184.2% | $40.43万 | 加仓 |
| MSA | MSA SAFETY INC | $62.33万 | 0.04% | 3,801 | 3,801 | — | $62.33万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $61.43万 | 0.04% | 727 | 125 | 20.8% | $10.56万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $59.34万 | 0.04% | 3,885 | -55 | -1.4% | -$8,400 | 减仓 |
| LEN | LENNAR CORP COM USD0.10 CLASS A | $59.00万 | 0.04% | 6,795 | -340 | -4.8% | -$2.95万 | 减仓 |
| SONY | SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS | $58.63万 | 0.04% | 28,326 | -7,545 | -21.0% | -$15.62万 | 减仓 |