13F 机构持仓

Strategic Investment Advisors / MI

FARMINGTON HILLS MI · SEC CIK 0001760540

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 13.0%
MGK 6.3%
IEFA 5.6%
VUG 4.7%
VEA 4.5%
MGV 4.4%
VTV 3.4%
IEMG 3.1%
SHY 2.3%
BIL 2.0%

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
SJM SMUCKER J M CO $57.02万0.03%5,068 -810-13.8% -$9.11万 减仓
PANW PALO ALTO NETWORKS INC $56.95万0.03%1,670 19713.4% $6.72万 加仓
LOW LOWES COS INC $56.57万0.03%2,566 -215-7.7% -$4.74万 减仓
MDLZ MONDELEZ INTL INC $56.45万0.03%9,760 -1,463-13.0% -$8.46万 减仓
DAL DELTA AIR LINES INC $55.40万0.03%5,915 -11,413-65.9% -$106.89万 减仓
NXPI NXP SEMICONDUCTORS N V $53.89万0.03%1,918 -491-20.4% -$13.80万 减仓
PBR PETROLEO BRASILEIRO S A $53.69万0.03%33,224 18,003118.3% $29.09万 加仓
WELL WELLTOWER INC $52.90万0.03%2,331 391.7% $8,850 加仓
ASML ASML HLDG NV $52.72万0.03%265 124.7% $2.39万 加仓
FDX FEDEX CORP $52.25万0.03%1,669 -113-6.3% -$3.54万 减仓
PWV INVESCO EXCHANGE TRADED FD T $51.15万0.03%6,750 -165-2.4% -$1.25万 减仓
ACN ACCENTURE PLC IRELAND $50.91万0.03%4,091 -183-4.3% -$2.28万 减仓
TSN TYSON FOODS INC $49.56万0.03%8,656 -323-3.6% -$1.85万 减仓
ETN EATON CORP PLC $49.55万0.03%1,163 586101.6% $24.97万 加仓
RSP INVESCO EXCHANGE TRADED FD T $49.24万0.03%2,314 -96-4.0% -$2.04万 减仓
VYM VANGUARD WHITEHALL FDS $49.16万0.03%3,111 -3,083-49.8% -$48.72万 重新持有
TXN TEXAS INSTRS INC $48.94万0.03%1,642 74783.5% $22.26万 加仓
SHW SHERWIN WILLIAMS CO $48.45万0.03%1,407 -74-5.0% -$2.55万 减仓
GIS GENERAL MILLS INC $48.26万0.03%13,869 1,2049.5% $4.19万 加仓
XEL XCEL ENERGY INC $47.92万0.03%5,968 -3,834-39.1% -$30.79万 减仓
BSX BOSTON SCIENTIFIC CORP $47.09万0.03%11,033 -2,775-20.1% -$11.84万 减仓
CM CANADIAN IMPERIAL BANK OF CO $46.94万0.03%4,082 -146-3.5% -$1.68万 减仓
ABT ABBOTT LABORATORIES $46.89万0.03%5,168 -1,665-24.4% -$15.11万 减仓
TFC TRUIST FINL CORP $46.45万0.03%9,323 -12,959-58.2% -$64.56万 减仓
TS TENARIS S A $46.24万0.03%8,333 -185-2.2% -$1.03万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $46.13万0.03%11,912 -438-3.5% -$1.70万 减仓
SPEM SPDR INDEX SHS FDS $45.47万0.03%8,781 -2,130-19.5% -$11.03万 减仓
INGR INGREDION INC $44.90万0.03%4,741 -467-9.0% -$4.42万 减仓
ATI ATI INC $44.49万0.03%2,257 1,04385.9% $20.56万 加仓
UNH UNITEDHEALTH GROUP INC $44.21万0.03%1,064 262.5% $1.08万 加仓
GEV GE VERNOVA INC $44.03万0.03%375 8830.7% $10.33万 加仓
CB CHUBB LIMITED $43.97万0.03%1,291 -18-1.4% -$6,131 减仓
HD HOME DEPOT INC $42.09万0.03%1,193 -1,013-45.9% -$35.74万 减仓
IBM INTERNATIONAL BUSINESS MACHS $41.38万0.03%1,472 -113-7.1% -$3.18万 减仓
MAR MARRIOTT INTL INC NEW $41.21万0.02%1,112 -48-4.1% -$1.78万 减仓
KO COCA COLA CO $41.15万0.02%5,063 -4,420-46.6% -$35.92万 减仓
DHI D R HORTON INC $41.10万0.02%2,523 -554-18.0% -$9.02万 减仓
EMB ISHARES TR $40.64万0.02%4,214 -2,003-32.2% -$19.32万 减仓
MFC MANULIFE FINL CORP $40.40万0.02%9,972 -247-2.4% -$1.00万 减仓
FERG FERGUSON ENTERPRISES INC $39.85万0.02%1,679 -385-18.7% -$9.14万 减仓
FSLR FIRST SOLAR INC $39.78万0.02%1,686 1,686— $39.78万 新建仓
EEM ISHARES TR $39.23万0.02%5,734 1,89649.4% $12.97万 加仓
XLC SELECT SECTOR SPDR TR $39.16万0.02%3,655 -699-16.1% -$7.49万 减仓
GM GENERAL MTRS CO $39.15万0.02%5,079 3,449211.6% $26.59万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $38.76万0.02%3,596 -473-11.6% -$5.10万 减仓
O REALTY INCOME CORP $38.43万0.02%6,202 -2,338-27.4% -$14.49万 减仓
PCAR PACCAR INC $37.76万0.02%3,144 -159-4.8% -$1.91万 减仓
HWM HOWMET AEROSPACE INC $37.52万0.02%1,395 -255-15.5% -$6.86万 减仓
MS MORGAN STANLEY $37.27万0.02%1,783 975.8% $2.03万 加仓
ARMK ARAMARK $37.11万0.02%6,522 -865-11.7% -$4.92万 减仓
VRTX VERTEX PHARMACEUTICALS INC $37.06万0.02%746 -63-7.8% -$3.13万 减仓
TOTL SSGA ACTIVE ETF TR $36.72万0.02%9,303 -6,398-40.7% -$25.25万 减仓
WMB WILLIAMS COS INC $36.15万0.02%4,863 1773.8% $1.32万 加仓
MMM 3M CO $36.04万0.02%2,226 -107-4.6% -$1.73万 减仓
SPHY SPDR SERIES TRUST $35.98万0.02%15,351 -49-0.3% -$1,149 减仓
SBS COMPANHIA DE SANEAMENTO BASI $35.78万0.02%61,903 -3,337-5.1% -$1.93万 减仓
DRI DARDEN RESTAURANTS INC $35.35万0.02%1,716 1,716— $35.35万 新建仓
SNA SNAP ON INC $35.34万0.02%878 -203-18.8% -$8.17万 减仓
SO SOUTHERN CO $35.27万0.02%3,686 -851-18.8% -$8.14万 减仓
MNST MONSTER BEVERAGE CORP NEW $35.17万0.02%3,659 -43-1.2% -$4,133 减仓
EUSA ISHARES INC $34.62万0.02%3,032 3,032— $34.62万 新建仓
HYD VANECK ETF TRUST $34.53万0.02%6,704 -3,257-32.7% -$16.78万 减仓
XLE SELECT SECTOR SPDR TR $34.22万0.02%6,443 4,532237.2% $24.07万 加仓
SPDW SPDR INDEX SHS FDS $34.14万0.02%6,775 -5,293-43.9% -$26.67万 减仓
HSY HERSHEY CO $34.05万0.02%1,941 1,941— $34.05万 新建仓
MTG MGIC INVT CORP WIS $34.02万0.02%12,063 -2,502-17.2% -$7.06万 减仓
CRH CRH PLC $33.01万0.02%3,085 -250-7.5% -$2.67万 减仓
CRWD CROWDSTRIKE HLDGS INC $32.95万0.02%432 8223.4% $6.26万 加仓
SCHW SCHWAB CHARLES CORP $32.74万0.02%3,548 -470-11.7% -$4.34万 减仓
AJG GALLAGHER ARTHUR J &CO $32.04万0.02%1,396 64485.6% $14.78万 加仓
EMBJ EMBRAER S.A. $32.04万0.02%5,022 -3,732-42.6% -$23.81万 减仓
TMO THERMO FISHER SCIENTIFIC INC $31.89万0.02%636 498.3% $2.46万 加仓
NSC NORFOLK SOUTHN CORP $31.84万0.02%1,012 -368-26.7% -$11.58万 减仓
FITB FIFTH THIRD BANCORP $31.60万0.02%5,606 5,606— $31.60万 新建仓
XLI SELECT SECTOR SPDR TR $31.53万0.02%1,702 46938.0% $8.69万 加仓
FTEC FIDELITY COVINGTON TRUST $31.09万0.02%1,089 10.1% $285 加仓
AGG ISHARES TR $30.96万0.02%3,128 1224.1% $1.21万 加仓
CI THE CIGNA GROUP $30.83万0.02%1,118 -56-4.8% -$1.54万 减仓
C CITIGROUP INC $30.79万0.02%2,200 49629.1% $6.94万 加仓
ARM ARM HOLDINGS PLC $30.24万0.02%853 -12-1.4% -$4,255 减仓
CHKP CHECK POINT SOFTWARE TECH LT $29.65万0.02%2,256 954.4% $1.25万 加仓
VGT VANGUARD WORLD FD $29.53万0.02%2,471 -89-3.5% -$1.06万 减仓
MCD MCDONALDS CORP $28.88万0.02%1,068 -758-41.5% -$20.50万 减仓
NRG NRG ENERGY INC $28.87万0.02%1,976 -2,426-55.1% -$35.44万 减仓
XLF SELECT SECTOR SPDR TR $28.15万0.02%5,250 -12-0.2% -$643 减仓
TPR TAPESTRY INC $26.89万0.02%1,837 -546-22.9% -$7.99万 减仓
LH LABCORP HOLDINGS INC $26.60万0.02%950 192.0% $5,321 加仓
SPSM SPDR SERIES TRUST $25.86万0.02%4,484 51412.9% $2.96万 加仓
D DOMINION ENERGY INC $25.83万0.02%3,783 1734.8% $1.18万 加仓
CARR CARRIER GLOBAL CORPORATION $25.57万0.02%3,486 -246-6.6% -$1.80万 减仓
BA BOEING CO $25.34万0.02%1,171 -137-10.5% -$2.96万 减仓
TRV TRAVELERS COMPANIES INC $24.88万0.02%754 16427.8% $5.41万 加仓
ATO ATMOS ENERGY CORP $24.33万0.01%1,412 -57-3.9% -$9,822 减仓
STE STERIS PLC $23.94万0.01%1,137 -142-11.1% -$2.99万 减仓
FFLC FIDELITY COVINGTON TRUST $23.93万0.01%4,062 4,062— $23.93万 新建仓
HCA HCA HEALTHCARE INC $22.92万0.01%588 8617.1% $3.35万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $22.89万0.01%237 237— $22.89万 新建仓
IWD ISHARES TR $22.48万0.01%927 927— $22.48万 新建仓
SNDK SANDISK CORP $21.83万0.01%96 96— $21.83万 新建仓
FENI FIDELITY COVINGTON TRUST $21.78万0.01%5,427 5,427— $21.78万 新建仓