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 |
|---|---|---|---|---|---|---|---|---|
| INGR | INGREDION INC COM USD0.01 | $58.54万 | 0.04% | 5,208 | 3,193 | 158.5% | $35.89万 | 重新持有 |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 QUALITY | $58.38万 | 0.04% | 7,764 | -1,149 | -12.9% | -$8.64万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC COM STK USD0.01 | $58.38万 | 0.04% | 13,526 | 5,591 | 70.5% | $24.13万 | 加仓 |
| TOL | TOLL BROTHERS INC | $58.26万 | 0.04% | 4,259 | -159 | -3.6% | -$2.17万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $58.17万 | 0.04% | 2,047 | 390 | 23.5% | $11.08万 | 加仓 |
| TSN | TYSON FOODS INC | $57.53万 | 0.04% | 8,979 | 707 | 8.5% | $4.53万 | 加仓 |
| EMB | ISHARES TR JP MOR EM MK ETF | $57.47万 | 0.04% | 6,217 | -88,887 | -93.5% | -$821.67万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM USD0.01 | $57.44万 | 0.04% | 2,063 | 239 | 13.1% | $6.65万 | 加仓 |
| MCD | MCDONALD S CORP | $56.74万 | 0.04% | 1,826 | 1,131 | 162.7% | $35.14万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $56.69万 | 0.04% | 5,878 | 5,878 | — | $56.69万 | 新建仓 |
| SPDW | SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $55.09万 | 0.04% | 12,068 | -617 | -4.9% | -$2.82万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.86万 | 0.04% | 2,695 | 563 | 26.4% | $11.46万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $54.82万 | 0.04% | 7,110 | 3,296 | 86.4% | $25.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $54.53万 | 0.04% | 4,103 | 2,462 | 150.0% | $32.72万 | 加仓 |
| O | REALTY INCOME CORP COM | $52.25万 | 0.04% | 8,540 | 8,540 | — | $52.25万 | 新建仓 |
| EMBJ | EMBRAER ADR REP FOUR ORD | $51.95万 | 0.04% | 8,754 | -618 | -6.6% | -$3.67万 | 减仓 |
| SPEM | SPDR INDEX SHARES FUNDS STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $51.19万 | 0.04% | 10,911 | 3,212 | 41.7% | $15.07万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $50.10万 | 0.03% | 868 | -288 | -24.9% | -$16.62万 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $49.84万 | 0.03% | 3,701 | 18 | 0.5% | $2,424 | 加仓 |
| HYD | VANECK ETF TRUST HIGH YLD MUNIETF | $49.78万 | 0.03% | 9,961 | 2,345 | 30.8% | $11.72万 | 加仓 |
| TS | TENARIS S.A. SPONS ADS EACH REP 2 ORD SHS | $49.56万 | 0.03% | 8,518 | -987 | -10.4% | -$5.74万 | 减仓 |
| XLC | SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $48.27万 | 0.03% | 4,354 | 2,256 | 107.5% | $25.01万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COM | $48.23万 | 0.03% | 2,064 | 2,064 | — | $48.23万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD TR LARGE CAP VALUE | $48.21万 | 0.03% | 6,915 | -430 | -5.9% | -$3.00万 | 减仓 |
| BMO | BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 | $48.13万 | 0.03% | 3,556 | 3,556 | — | $48.13万 | 新建仓 |
| SHW | SHERWIN-WILLIAMS CO | $47.42万 | 0.03% | 1,481 | 675 | 83.7% | $21.61万 | 重新持有 |
| GIS | GENERAL MILLS INC COM USD0.10 | $47.14万 | 0.03% | 12,665 | 1,307 | 11.5% | $4.86万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV | $46.96万 | 0.03% | 2,409 | 2,409 | — | $46.96万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $46.25万 | 0.03% | 2,410 | -907 | -27.3% | -$17.41万 | 减仓 |
| WELL | WELLTOWER INC COM | $45.40万 | 0.03% | 2,292 | -409 | -15.1% | -$8.10万 | 减仓 |
| XLV | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $45.26万 | 0.03% | 3,087 | 1,165 | 60.6% | $17.08万 | 重新持有 |
| SO | SOUTHERN CO | $43.79万 | 0.03% | 4,537 | 4,537 | — | $43.79万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP COM | $43.70万 | 0.03% | 11,573 | 6,249 | 117.4% | $23.60万 | 重新持有 |
| CB | CHUBB LIMITED COM NPV ISIN #CH0044328745 | $42.64万 | 0.03% | 1,309 | 340 | 35.1% | $11.08万 | 加仓 |
| DHI | DR HORTON INC COM STK USD0.01 | $42.22万 | 0.03% | 3,077 | 3,077 | — | $42.22万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM USD0.01 | $41.93万 | 0.03% | 26,794 | 26,794 | — | $41.93万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $40.39万 | 0.03% | 6,252 | 360 | 6.1% | $2.33万 | 加仓 |
| CM | CANADIAN IMP BK COMM COM ISIN #CA1360691010 SEDOL #2170525 | $40.06万 | 0.03% | 4,228 | -267 | -5.9% | -$2.53万 | 减仓 |
| SBS | SANEAMEN SAO PAU ADR REP 1 ORD | $39.81万 | 0.03% | 13,048 | -454 | -3.4% | -$1.39万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $39.60万 | 0.03% | 1,380 | 399 | 40.7% | $11.45万 | 加仓 |
| SNA | SNAP-ON INC | $39.26万 | 0.03% | 1,081 | 1,081 | — | $39.26万 | 新建仓 |
| IBM | INTERNATIONAL BUS MACH CORP COM USD0.20 | $38.42万 | 0.03% | 1,585 | 381 | 31.6% | $9.24万 | 加仓 |
| MTG | MGIC INVESTMENT CORP COM USD1.00 | $38.23万 | 0.03% | 14,565 | 14,565 | — | $38.23万 | 新建仓 |
| PCAR | PACCAR INC COM USD1.00 | $38.20万 | 0.03% | 3,303 | -304 | -8.4% | -$3.52万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $38.02万 | 0.03% | 1,650 | 1,650 | — | $38.02万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $37.91万 | 0.03% | 1,275 | -165 | -11.5% | -$4.91万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A | $37.81万 | 0.03% | 1,160 | 5 | 0.4% | $1,630 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $37.76万 | 0.03% | 4,018 | 4,018 | — | $37.76万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $36.66万 | 0.03% | 4,069 | 4,069 | — | $36.66万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $36.17万 | 0.02% | 809 | -702 | -46.5% | -$31.39万 | 减仓 |
| SPHY | SPDR SERIES TRUST STATE STREET PORTFOLIO HIGH YIELD BOND ETF | $35.86万 | 0.02% | 15,400 | 2,675 | 21.0% | $6.23万 | 加仓 |
| MFC | MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 | $35.20万 | 0.02% | 10,219 | -362 | -3.4% | -$1.25万 | 减仓 |
| CRH | CRH ORD EUR 0.32 (DI) | $35.06万 | 0.02% | 3,335 | -2,642 | -44.2% | -$27.78万 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $34.84万 | 0.02% | 802 | -18 | -2.2% | -$7,819 | 减仓 |
| WMB | WILLIAMS COS INC COM | $34.10万 | 0.02% | 4,686 | 1,027 | 28.1% | $7.47万 | 加仓 |
| MMM | 3M CO | $33.88万 | 0.02% | 2,333 | 434 | 22.9% | $6.30万 | 加仓 |
| TPR | TAPESTRY INC COM | $33.63万 | 0.02% | 2,383 | 2,383 | — | $33.63万 | 新建仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $33.42万 | 0.02% | 253 | 253 | — | $33.42万 | 新建仓 |
| GLW | CORNING INC | $33.35万 | 0.02% | 2,445 | 2,445 | — | $33.35万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS | $31.58万 | 0.02% | 15,221 | 1,480 | 10.8% | $3.07万 | 加仓 |
| CI | THE CIGNA GROUP COM | $31.33万 | 0.02% | 1,174 | 1,174 | — | $31.33万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $30.87万 | 0.02% | 2,161 | -60 | -2.7% | -$8,571 | 减仓 |
| RSG | REPUBLIC SERVICES INC | $30.60万 | 0.02% | 1,400 | 183 | 15.0% | $4.00万 | 加仓 |
| ARMK | ARAMARK COM | $30.00万 | 0.02% | 7,387 | 7,387 | — | $30.00万 | 新建仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $29.84万 | 0.02% | 3,006 | -469 | -13.5% | -$4.66万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP COM | $29.50万 | 0.02% | 5,066 | 5,066 | — | $29.50万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM USD0.01 | $29.11万 | 0.02% | 1,862 | 403 | 27.6% | $6.30万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.85万 | 0.02% | 587 | 168 | 40.1% | $8.26万 | 加仓 |
| STE | STERIS PLC ORD USD0.001 | $28.28万 | 0.02% | 1,279 | -933 | -42.2% | -$20.63万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.08万 | 0.02% | 1,038 | 429 | 70.4% | $11.61万 | 加仓 |
| MS | MORGAN STANLEY COM USD0.01 | $27.75万 | 0.02% | 1,686 | 1,686 | — | $27.75万 | 新建仓 |
| RMD | RESMED INC | $27.61万 | 0.02% | 1,230 | 1,230 | — | $27.61万 | 新建仓 |
| ZTS | ZOETIS INC | $27.54万 | 0.02% | 2,330 | 2,330 | — | $27.54万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $27.34万 | 0.02% | 2,199 | 2,199 | — | $27.34万 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM NPV | $27.14万 | 0.02% | 1,469 | -106 | -6.7% | -$1.96万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $26.87万 | 0.02% | 3,702 | 891 | 31.7% | $6.47万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.49 | $26.22万 | 0.02% | 12,107 | 93 | 0.8% | $2,014 | 加仓 |
| BA | BOEING CO | $26.02万 | 0.02% | 1,308 | 1,308 | — | $26.02万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $25.98万 | 0.02% | 5,262 | 5,262 | — | $25.98万 | 新建仓 |
| COR | CENCORA INC COM | $25.27万 | 0.02% | 804 | -67 | -7.7% | -$2.11万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $25.15万 | 0.02% | 5,351 | 5,351 | — | $25.15万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $25.03万 | 0.02% | 287 | 287 | — | $25.03万 | 新建仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $24.85万 | 0.02% | 931 | -67 | -6.7% | -$1.79万 | 减仓 |
| CERY | SPDR SERIES TRUST SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF | $24.66万 | 0.02% | 6,997 | 6,997 | — | $24.66万 | 新建仓 |
| NDAQ | NASDAQ INC COM STK | $24.08万 | 0.02% | 2,832 | -38 | -1.3% | -$3,231 | 减仓 |
| AZN | ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 | $23.96万 | 0.02% | 1,215 | 1,215 | — | $23.96万 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | $23.66万 | 0.02% | 1,297 | 419 | 47.7% | $7.64万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $23.66万 | 0.02% | 1,792 | 1,792 | — | $23.66万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COM USD0.0001 | $23.62万 | 0.02% | 1,473 | 372 | 33.8% | $5.96万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $23.23万 | 0.02% | 502 | 502 | — | $23.23万 | 新建仓 |
| UDOW | PROSHARES ULTRAPRO DOW30 | $23.08万 | 0.02% | 4,600 | 4,600 | — | $23.08万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC ADS EACH REPR 5 ORD EUR0.012 POST REV SP | $22.97万 | 0.02% | 3,965 | 184 | 4.9% | $1.07万 | 加仓 |
| ITT | ITT INC COM | $22.88万 | 0.02% | 1,191 | 1,191 | — | $22.88万 | 新建仓 |
| GPC | GENUINE PARTS CO COM USD1.00 | $22.73万 | 0.02% | 2,150 | 2,150 | — | $22.73万 | 新建仓 |
| GLD | SPDR GOLD TR GOLD SHS | $22.72万 | 0.02% | 528 | 528 | — | $22.72万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $22.67万 | 0.02% | 2,304 | -416 | -15.3% | -$4.09万 | 重新持有 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $22.63万 | 0.02% | 1,088 | 2 | 0.2% | $416 | 加仓 |
| POR | PORTLAND GENERAL ELECTRIC CO | $22.41万 | 0.02% | 4,246 | 4,246 | — | $22.41万 | 新建仓 |
| FDN | FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | $22.35万 | 0.02% | 955 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $22.35万 | 0.02% | 320 | -317,777 | -99.9% | -$2.22亿 | 重新持有 |