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 |
|---|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY INC COM | $22.28万 | 0.02% | 3,610 | 3,610 | — | $22.28万 | 新建仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $21.80万 | 0.02% | 3,838 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM USD0.001 | $21.66万 | 0.01% | 4,908 | 4,908 | — | $21.66万 | 新建仓 |
| ALV | AUTOLIV INC COM USD1.00 | $21.58万 | 0.01% | 2,050 | 2,050 | — | $21.58万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $21.09万 | 0.01% | 7,926 | 7,926 | — | $21.09万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $21.01万 | 0.01% | 3,732 | 3,732 | — | $21.01万 | 新建仓 |
| IGLB | ISHARES TR 10 YR INVST GRD | $20.70万 | 0.01% | 4,164 | -18,112 | -81.3% | -$90.02万 | 重新持有 |
| ETN | EATON CORPORATION PLC | $20.63万 | 0.01% | 577 | 577 | — | $20.63万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $19.94万 | 0.01% | 1,233 | 1,233 | — | $19.94万 | 新建仓 |
| SHOP | SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | $19.80万 | 0.01% | 1,669 | 420 | 33.6% | $4.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $19.38万 | 0.01% | 421 | 421 | — | $19.38万 | 新建仓 |
| C | CITIGROUP INC | $19.33万 | 0.01% | 1,704 | 1,704 | — | $19.33万 | 新建仓 |
| SPSM | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF | $19.18万 | 0.01% | 3,970 | -65,058 | -94.2% | -$314.34万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP COM USD1.00 | $19.11万 | 0.01% | 316 | 316 | — | $19.11万 | 新建仓 |
| MPC | MARATHON PETROLEUM CORP COM USD0.01 | $18.89万 | 0.01% | 773 | 773 | — | $18.89万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $18.88万 | 0.01% | 2,045 | 2,045 | — | $18.88万 | 新建仓 |
| BLK | BLACKROCK INC COM | $18.46万 | 0.01% | 192 | 192 | — | $18.46万 | 新建仓 |
| UNP | UNION PAC CORP COM | $18.41万 | 0.01% | 759 | 759 | — | $18.41万 | 新建仓 |
| — | HONEYWELL INTERNATIONAL INC COM USD1 | $18.12万 | 0.01% | 801 | 801 | — | $18.12万 | 新建仓 |
| APH | AMPHENOL CORP CLASS A COM USD0.001 | $18.05万 | 0.01% | 1,429 | 1,429 | — | $18.05万 | 新建仓 |
| SPMD | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF | $17.88万 | 0.01% | 3,020 | 3,020 | — | $17.88万 | 新建仓 |
| DE | DEERE & CO | $17.72万 | 0.01% | 315 | 315 | — | $17.72万 | 新建仓 |
| ATI | ATI INC COM USD0.10 | $17.66万 | 0.01% | 1,214 | 1,214 | — | $17.66万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS INC COM USD1.00 | $17.37万 | 0.01% | 895 | 895 | — | $17.37万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM STK NPV | $17.20万 | 0.01% | 590 | 590 | — | $17.20万 | 新建仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $17.18万 | 0.01% | 403 | -34 | -7.8% | -$1.45万 | 减仓 |
| AJG | ARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0 | $16.65万 | 0.01% | 752 | -390 | -34.2% | -$8.63万 | 重新持有 |
| PUK | PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 | $16.57万 | 0.01% | 5,829 | 5,829 | — | $16.57万 | 新建仓 |
| RIO | RIO TINTO ADR EACH REP 1 ORD | $16.57万 | 0.01% | 1,776 | 1,776 | — | $16.57万 | 新建仓 |
| EMR | EMERSON ELECTRIC CO | $16.25万 | 0.01% | 1,240 | 1,240 | — | $16.25万 | 新建仓 |
| INTU | INTUIT INC | $16.05万 | 0.01% | 368 | 368 | — | $16.05万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM NPV ISIN #CA9628791027 SEDOL #BF13KN5 | $15.89万 | 0.01% | 1,213 | 1,213 | — | $15.89万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $15.88万 | 0.01% | 568 | 568 | — | $15.88万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $15.42万 | 0.01% | 853 | -245 | -22.3% | -$4.43万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST US CORE EQUITY 2 | $15.05万 | 0.01% | 3,872 | 3,872 | — | $15.05万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $14.90万 | 0.01% | 5,834 | 5,834 | — | $14.90万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $14.43万 | 0.01% | 1,175 | -3,418 | -74.4% | -$41.98万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | $14.20万 | 0.01% | 307 | 307 | — | $14.20万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC COM USD0.000304635 | $14.02万 | 0.01% | 482 | 482 | — | $14.02万 | 新建仓 |
| CCJ | CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 | $13.98万 | 0.01% | 1,287 | 1,287 | — | $13.98万 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $13.94万 | 0.01% | 1,386 | -216,809 | -99.4% | -$2,180.79万 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD COM ISIN #CA0084741085 SEDOL #2009823 | $13.90万 | 0.01% | 685 | 685 | — | $13.90万 | 新建仓 |
| GMAB | GENMAB AS SPON ADS EACH REP 0.1 ORD SHS | $13.72万 | 0.01% | 5,113 | 5,113 | — | $13.72万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $13.66万 | 0.01% | 350 | 350 | — | $13.66万 | 新建仓 |
| SPLB | SPDR SERIES TRUST STATE STREET PORTFOLIO LONG TERM CORPORATE BOND ETF | $13.65万 | 0.01% | 6,144 | 6,144 | — | $13.65万 | 新建仓 |
| DOCU | DOCUSIGN INC COM | $13.54万 | 0.01% | 2,856 | -338 | -10.6% | -$1.60万 | 减仓 |
| CIB | GRUPO CIBEST SA SPON ADS EACH REP 4 PRF SHS | $13.38万 | 0.01% | 1,837 | 1,837 | — | $13.38万 | 新建仓 |
| EMHY | ISHARES INC JP MRGN EM HI BD | $13.37万 | 0.01% | 3,396 | -125,935 | -97.4% | -$495.86万 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC COM | $13.26万 | 0.01% | 2,706 | 2,706 | — | $13.26万 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS | $13.09万 | 0.01% | 865 | 865 | — | $13.09万 | 新建仓 |
| IEV | ISHARES EUROPE ETF | $13.08万 | 0.01% | 1,925 | 1,925 | — | $13.08万 | 新建仓 |
| EMHC | SPDR SERIES TRUST STATE STREET BLOOMBERG EMERGING MARKETS USD BOND ETF | $13.06万 | 0.01% | 5,267 | -27,042 | -83.7% | -$67.06万 | 重新持有 |
| IWM | ISHARES RUSSELL 2000 ETF | $12.85万 | 0.01% | 518 | 518 | — | $12.85万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $12.74万 | 0.01% | 371 | 371 | — | $12.74万 | 新建仓 |
| PWR | QUANTA SERVICES COM USD0.00001 | $12.69万 | 0.01% | 231 | 231 | — | $12.69万 | 新建仓 |
| XP | XP INC COM USD0.00001 CLASS A | $12.60万 | 0.01% | 6,617 | 6,617 | — | $12.60万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $12.42万 | 0.01% | 1,611 | 1,611 | — | $12.42万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $12.23万 | 0.01% | 372 | 372 | — | $12.23万 | 新建仓 |
| GM | GENERAL MTRS CO COM | $12.14万 | 0.01% | 1,630 | 1,630 | — | $12.14万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $12.13万 | 0.01% | 612 | 612 | — | $12.13万 | 新建仓 |
| SRLN | SSGA ACTIVE TR STATE STREET BLACKSTONE SENIOR LOAN ETF | $11.85万 | 0.01% | 2,952 | 2,952 | — | $11.85万 | 新建仓 |
| GFI | GOLD FIELDS LTD SPON ADR EACH REPR 1 ORD ZAR0.50 LVL II | $11.83万 | 0.01% | 2,606 | 2,606 | — | $11.83万 | 新建仓 |
| ETR | ENTERGY CORP | $11.73万 | 0.01% | 1,044 | 1,044 | — | $11.73万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | $11.71万 | 0.01% | 1,911 | 1,911 | — | $11.71万 | 新建仓 |
| NTES | NETEASE INC SPON ADR EACH REP 25 ORD SHS | $11.64万 | 0.01% | 1,040 | 1,040 | — | $11.64万 | 新建仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $11.44万 | 0.01% | 596 | 596 | — | $11.44万 | 新建仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $11.34万 | 0.01% | 1,613 | 1,613 | — | $11.34万 | 新建仓 |
| CRM | SALESFORCE INC COM | $11.11万 | 0.01% | 595 | 595 | — | $11.11万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $11.01万 | 0.01% | 542 | 542 | — | $11.01万 | 新建仓 |
| NVMI | NOVA LTD ORDINARY SHARES | $10.94万 | 0.01% | 252 | 252 | — | $10.94万 | 新建仓 |
| EOG | EOG RESOURCES INC | $10.90万 | 0.01% | 754 | 754 | — | $10.90万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS EA REP 2 ORD SHS | $10.82万 | 0.01% | 1,164 | 1,164 | — | $10.82万 | 新建仓 |
| GWX | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $10.71万 | 0.01% | 2,537 | 2,537 | — | $10.71万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $10.71万 | 0.01% | 817 | 817 | — | $10.71万 | 新建仓 |
| FTAI | FTAI AVIATION LTD SHS ISIN #KYG3730V1059 | $10.67万 | 0.01% | 436 | 436 | — | $10.67万 | 新建仓 |
| BDX | BECTON DICKINSON &CO COM USD1.00 | $10.67万 | 0.01% | 679 | 679 | — | $10.67万 | 新建仓 |
| SBUX | STARBUCKS CORP COM USD0.001 | $10.66万 | 0.01% | 1,190 | 1,190 | — | $10.66万 | 新建仓 |
| SNOW | SNOWFLAKE INC. COMMON STOCK | $10.51万 | 0.01% | 697 | 697 | — | $10.51万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $10.50万 | 0.01% | 1,398 | 1,398 | — | $10.50万 | 新建仓 |
| — | TOPBUILD CORP COM | $10.48万 | 0.01% | 297 | 297 | — | $10.48万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $10.35万 | 0.01% | 949 | 949 | — | $10.35万 | 新建仓 |
| CSX | CSX CORP COM USD1 | $10.30万 | 0.01% | 2,509 | 2,509 | — | $10.30万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $10.20万 | 0.01% | 483 | 483 | — | $10.20万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP COM ISIN #CA6979001089 SEDOL #2669272 | $10.20万 | 0.01% | 1,867 | 1,867 | — | $10.20万 | 新建仓 |
| KR | KROGER CO COM USD1.00 | $10.10万 | 0.01% | 1,396 | -6,091 | -81.4% | -$44.07万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.05万 | 0.01% | 1,658 | 1,658 | — | $10.05万 | 新建仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -9,916 | -100.0% | -$160.18万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -11,752 | -100.0% | -$120.92万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,378 | -100.0% | -$48.22万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,112 | -100.0% | -$45.36万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -15,690 | -100.0% | -$42.22万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,903 | -100.0% | -$22.55万 | 清仓 |