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 |
|---|---|---|---|---|---|---|---|---|
| BMO | BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 | $0 | 0.00% | 0 | -3,556 | -100.0% | -$48.13万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM USD0.01 | $0 | 0.00% | 0 | -26,794 | -100.0% | -$41.93万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP COM | $0 | 0.00% | 0 | -5,066 | -100.0% | -$29.50万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,230 | -100.0% | -$27.61万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,330 | -100.0% | -$27.54万 | 清仓 |
| UDOW | PROSHARES ULTRAPRO DOW30 | $0 | 0.00% | 0 | -4,600 | -100.0% | -$23.08万 | 清仓 |
| GPC | GENUINE PARTS CO COM USD1.00 | $0 | 0.00% | 0 | -2,150 | -100.0% | -$22.73万 | 清仓 |
| IGLB | ISHARES TR 10 YR INVST GRD | $0 | 0.00% | 0 | -4,164 | -100.0% | -$20.70万 | 清仓 |
| — | HONEYWELL INTERNATIONAL INC COM USD1 | $0 | 0.00% | 0 | -801 | -100.0% | -$18.12万 | 清仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $0 | 0.00% | 0 | -1,612 | -100.0% | -$17.18万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -368 | -100.0% | -$16.05万 | 清仓 |
| — | DIMENSIONAL ETF TRUST US CORE EQUITY 2 | $0 | 0.00% | 0 | -3,872 | -100.0% | -$15.05万 | 清仓 |
| CIB | GRUPO CIBEST SA SPON ADS EACH REP 4 PRF SHS | $0 | 0.00% | 0 | -1,837 | -100.0% | -$13.38万 | 清仓 |
| GFI | GOLD FIELDS LTD SPON ADR EACH REPR 1 ORD ZAR0.50 LVL II | $0 | 0.00% | 0 | -2,606 | -100.0% | -$11.83万 | 清仓 |
| ETR | ENTERGY CORP | $0 | 0.00% | 0 | -1,044 | -100.0% | -$11.73万 | 清仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $0 | 0.00% | 0 | -596 | -100.0% | -$11.44万 | 清仓 |
| EOG | EOG RESOURCES INC | $0 | 0.00% | 0 | -754 | -100.0% | -$10.90万 | 清仓 |
| GWX | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $0 | 0.00% | 0 | -2,537 | -100.0% | -$10.71万 | 清仓 |
| BDX | BECTON DICKINSON &CO COM USD1.00 | $0 | 0.00% | 0 | -679 | -100.0% | -$10.67万 | 清仓 |
| — | TOPBUILD CORP COM | $0 | 0.00% | 0 | -297 | -100.0% | -$10.48万 | 清仓 |
| XLY | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -949 | -100.0% | -$10.35万 | 清仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $0 | 0.00% | 0 | -483 | -100.0% | -$10.20万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP COM ISIN #CA6979001089 SEDOL #2669272 | $0 | 0.00% | 0 | -1,867 | -100.0% | -$10.20万 | 清仓 |
| KR | KROGER CO COM USD1.00 | $0 | 0.00% | 0 | -1,396 | -100.0% | -$10.10万 | 清仓 |