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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $1.60亿 | 11.05% | 267,576 | 39,611 | 17.4% | $2,368.59万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | $8,643.66万 | 5.97% | 235,025 | 50,602 | 27.4% | $1,861.02万 | 加仓 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $7,344.63万 | 5.07% | 810,685 | 88,181 | 12.2% | $798.90万 | 加仓 |
| VEA | VANGUARD DEVELOPED MARKETS INDEX FUND ETF | $6,632.49万 | 4.58% | 1,035,011 | 20,839 | 2.1% | $133.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $6,547.54万 | 4.52% | 149,896 | 25,315 | 20.3% | $1,105.77万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | $6,301.28万 | 4.35% | 434,386 | 102,517 | 30.9% | $1,487.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $5,045.67万 | 3.49% | 257,162 | 22,029 | 9.4% | $432.22万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $3,684.42万 | 2.54% | 527,810 | 65,180 | 14.1% | $454.99万 | 加仓 |
| BIL | SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF | $3,633.03万 | 2.51% | 396,426 | 104,357 | 35.7% | $956.38万 | 加仓 |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $2,656.10万 | 1.83% | 321,540 | 144,894 | 82.0% | $1,196.90万 | 加仓 |
| AAPL | APPLE INC | $2,561.58万 | 1.77% | 100,915 | 26,735 | 36.0% | $678.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $2,444.19万 | 1.69% | 452,200 | 29,163 | 6.9% | $157.63万 | 加仓 |
| GOVT | ISHARES TR US TREAS BD ETF | $2,426.21万 | 1.68% | 1,059,639 | 471,842 | 80.3% | $1,080.36万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II SR LN ETF | $2,391.00万 | 1.65% | 1,171,384 | 213,167 | 22.2% | $435.11万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2,291.00万 | 1.58% | 105,370 | 17,163 | 19.5% | $373.16万 | 加仓 |
| IGSB | ISHARES TR ISHS 1-5YR INVS | $2,277.38万 | 1.57% | 433,264 | 75,616 | 21.1% | $397.46万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | $2,213.47万 | 1.53% | 120,022 | 23,216 | 24.0% | $428.15万 | 加仓 |
| USIG | ISHARES TR USD INV GRDE ETF | $2,185.61万 | 1.51% | 426,907 | 192,960 | 82.5% | $987.89万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKETS INDEX FUND | $2,094.52万 | 1.45% | 101,704 | 11,692 | 13.0% | $240.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,081.98万 | 1.44% | 119,290 | 26,833 | 29.0% | $468.32万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $1,978.47万 | 1.37% | 75,521 | 3,663 | 5.1% | $95.96万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | $1,883.00万 | 1.30% | 401,252 | 168,269 | 72.2% | $789.65万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | $1,535.48万 | 1.06% | 59,617 | 12,069 | 25.4% | $310.85万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,533.86万 | 1.06% | 41,426 | 8,813 | 27.0% | $326.31万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,520.58万 | 1.05% | 52,738 | 9,970 | 23.3% | $287.46万 | 加仓 |
| SPTM | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $1,269.69万 | 0.88% | 160,522 | 101,418 | 171.6% | $802.19万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | $1,258.37万 | 0.87% | 262,005 | 73,198 | 38.8% | $351.56万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $1,210.07万 | 0.84% | 109,647 | 4,394 | 4.2% | $48.49万 | 加仓 |
| TLT | ISHARES TR 20 YR TR BD ETF | $1,189.67万 | 0.82% | 137,321 | 6,051 | 4.6% | $52.42万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | $1,129.29万 | 0.78% | 37,328 | 9,503 | 34.2% | $287.50万 | 加仓 |
| CWB | SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | $966.37万 | 0.67% | 105,804 | 8,283 | 8.5% | $75.65万 | 加仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $952.10万 | 0.66% | 119,679 | 10,475 | 9.6% | $83.33万 | 加仓 |
| LQD | ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF | $950.70万 | 0.66% | 87,138 | 8,909 | 11.4% | $97.20万 | 加仓 |
| AVGO | BROADCOM INC COM | $920.07万 | 0.64% | 29,731 | 5,236 | 21.4% | $162.04万 | 加仓 |
| EWC | ISHARES INC MSCI CDA ETF | $878.93万 | 0.61% | 160,314 | 20,331 | 14.5% | $111.47万 | 加仓 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $834.01万 | 0.58% | 14,541 | 3,467 | 31.3% | $198.85万 | 加仓 |
| AMZN | AMAZON.COM INC | $744.63万 | 0.51% | 35,709 | 6,375 | 21.7% | $132.94万 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $728.34万 | 0.50% | 30,341 | -445 | -1.4% | -$10.68万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $699.15万 | 0.48% | 89,157 | 39,550 | 79.7% | $310.14万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $686.52万 | 0.47% | 23,889 | -3,200 | -11.8% | -$91.96万 | 减仓 |
| SPIB | SPDR SERIES TRUST STATE STREET PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $685.48万 | 0.47% | 204,494 | 85,383 | 71.7% | $286.21万 | 加仓 |
| JPM | JPMORGAN CHASE &CO. COM | $657.75万 | 0.45% | 22,360 | 3,553 | 18.9% | $104.52万 | 加仓 |
| T | AT&T INC COM USD1 | $608.97万 | 0.42% | 210,062 | 34,471 | 19.6% | $99.93万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP | $578.24万 | 0.40% | 9,752 | 1,662 | 20.5% | $98.55万 | 加仓 |
| MINT | PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD | $542.06万 | 0.37% | 53,916 | 7,385 | 15.9% | $74.25万 | 加仓 |
| NEM | NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 | $530.82万 | 0.37% | 49,020 | 7,852 | 19.1% | $85.03万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 INDEX FUND | $522.84万 | 0.36% | 14,663 | -316 | -2.1% | -$11.27万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $516.87万 | 0.36% | 75,987 | 12,133 | 19.0% | $82.53万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF | $503.62万 | 0.35% | 34,516 | 4,226 | 14.0% | $61.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $493.53万 | 0.34% | 98,313 | 28,628 | 41.1% | $143.71万 | 加仓 |
| FOXA | FOX CORP CL A COM | $485.47万 | 0.34% | 83,066 | 13,749 | 19.8% | $80.36万 | 加仓 |
| PG | PROCTER AND GAMBLE CO COM | $436.75万 | 0.30% | 30,237 | 10,413 | 52.5% | $150.41万 | 加仓 |
| MO | ALTRIA GROUP INC | $414.07万 | 0.29% | 62,747 | 7,698 | 14.0% | $50.80万 | 加仓 |
| COHR | COHERENT CORP COM | $382.10万 | 0.26% | 16,040 | 16,040 | — | $382.10万 | 新建仓 |
| SPTL | SPDR SERIES TRUST STATE STREET PORTFOLIO LONG TERM TREASURY ETF | $350.01万 | 0.24% | 133,172 | 54,115 | 68.5% | $142.23万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS INTERMED TERM | $335.57万 | 0.23% | 43,473 | 18,392 | 73.3% | $141.97万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS LONG TERM BOND | $334.04万 | 0.23% | 48,562 | 20,720 | 74.4% | $142.53万 | 加仓 |
| KLAC | KLA CORP COM NEW | $328.01万 | 0.23% | 2,225 | 108 | 5.1% | $15.92万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $313.15万 | 0.22% | 4,794 | 2,033 | 73.6% | $132.80万 | 加仓 |
| ABBV | ABBVIE INC COM USD0.01 | $306.17万 | 0.21% | 14,077 | 7,271 | 106.8% | $158.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $297.10万 | 0.21% | 40,395 | 7,932 | 24.4% | $58.34万 | 加仓 |
| TSLA | TESLA INC COM | $296.68万 | 0.20% | 7,974 | 816 | 11.4% | $30.36万 | 加仓 |
| USMV | ISHARES TR MSCI USA MIN VOL | $290.36万 | 0.20% | 31,327 | 7,645 | 32.3% | $70.86万 | 加仓 |
| AMGN | AMGEN INC | $280.98万 | 0.19% | 7,986 | 2,662 | 50.0% | $93.66万 | 加仓 |
| SHYG | ISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL0 | $242.09万 | 0.17% | 57,224 | 12,381 | 27.6% | $52.38万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $240.34万 | 0.17% | 11,220 | 5,671 | 102.2% | $121.48万 | 加仓 |
| LLY | ELI LILLY &CO COM | $239.62万 | 0.17% | 2,615 | 590 | 29.1% | $54.06万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $238.39万 | 0.16% | 25,887 | 5,124 | 24.7% | $47.19万 | 加仓 |
| MRSH | MARSH COMMON STOCK | $231.87万 | 0.16% | 13,368 | 733 | 5.8% | $12.71万 | 加仓 |
| IEI | ISHARES TR 3 7 YR TREAS BD | $229.94万 | 0.16% | 19,384 | 2,482 | 14.7% | $29.44万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $222.45万 | 0.15% | 37,111 | 4,106 | 12.4% | $24.61万 | 加仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $219.70万 | 0.15% | 41,270 | 5,533 | 15.5% | $29.45万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $219.53万 | 0.15% | 10,611 | 8,403 | 380.6% | $173.85万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW COM | $216.46万 | 0.15% | 12,530 | 9,526 | 317.1% | $164.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $214.33万 | 0.15% | 4,474 | -135 | -2.9% | -$6.47万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM USD0.01 | $212.19万 | 0.15% | 7,707 | 1,096 | 16.6% | $30.17万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM USD0.01 | $210.13万 | 0.15% | 10,624 | 4,336 | 69.0% | $85.76万 | 加仓 |
| EXEL | EXELIXIS INC COM USD0.001 | $201.24万 | 0.14% | 46,921 | 15,313 | 48.4% | $65.68万 | 加仓 |
| TTE | TOTALENERGIES SE EUR2.5 | $197.25万 | 0.14% | 21,681 | 21,681 | — | $197.25万 | 新建仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC COM NPV | $195.13万 | 0.13% | 11,810 | 9,061 | 329.6% | $149.71万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $192.73万 | 0.13% | 24,835 | 14,560 | 141.7% | $112.99万 | 加仓 |
| WMT | WALMART INC COM | $187.96万 | 0.13% | 15,122 | 2,805 | 22.8% | $34.87万 | 加仓 |
| BTI | BRITISH AMERICAN TOBACCO LVL II ADR EACH REP 1 ORD GBP0.25 BNY | $182.93万 | 0.13% | 31,286 | 22,195 | 244.1% | $129.77万 | 加仓 |
| VTIP | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX | $182.48万 | 0.13% | 36,569 | 21,839 | 148.3% | $108.98万 | 加仓 |
| EIX | EDISON INTERNATIONAL | $178.12万 | 0.12% | 24,320 | 24,320 | — | $178.12万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $177.75万 | 0.12% | 5,856 | 2,614 | 80.6% | $79.34万 | 加仓 |
| — | EXXON MOBIL CORP COM | $177.23万 | 0.12% | 10,445 | 4,690 | 81.5% | $79.58万 | 加仓 |
| V | VISA INC | $176.25万 | 0.12% | 5,811 | 2,017 | 53.2% | $61.18万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $170.05万 | 0.12% | 5,033 | 4,084 | 430.3% | $137.98万 | 加仓 |
| WSM | WILLIAMS-SONOMA INC | $167.14万 | 0.12% | 9,166 | 670 | 7.9% | $12.22万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF | $165.68万 | 0.11% | 20,044 | -1,533 | -7.1% | -$12.67万 | 减仓 |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | $161.92万 | 0.11% | 4,737 | 586 | 14.1% | $20.03万 | 加仓 |
| ORCL | ORACLE CORP | $161.07万 | 0.11% | 11,509 | 7,797 | 210.0% | $109.12万 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP COM USD5 | $157.92万 | 0.11% | 7,589 | 7,589 | — | $157.92万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM USD0.10 | $156.50万 | 0.11% | 13,833 | 358 | 2.7% | $4.05万 | 加仓 |
| CAT | CATERPILLAR INC COM | $154.83万 | 0.11% | 2,185 | -240 | -9.9% | -$17.01万 | 减仓 |
| SPBO | SPDR SERIES TRUST STATE STREET PORTFOLIO CORPORATE BOND ETF | $154.23万 | 0.11% | 53,190 | 20,139 | 60.9% | $58.39万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $153.63万 | 0.11% | 15,817 | -115 | -0.7% | -$1.12万 | 减仓 |
| PEP | PEPSICO INC | $151.75万 | 0.10% | 9,761 | 9,761 | — | $151.75万 | 新建仓 |
| BNY | BANK OF NEW YORK MELLON CORP COM USD0.01 | $148.96万 | 0.10% | 12,501 | 5,823 | 87.2% | $69.38万 | 加仓 |