Financial Strategies Group, Inc.
OKEMOS MI · SEC CIK 0001774343
$6.28亿2026Q2 申报市值
100持仓数
53.6%前十大占比 · 第一大 11.3%
2 / 3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
AVEM 新建仓+$1,977.90万
SPAB 加仓+$391.94万
SGOV 加仓+$296.32万
FBND 加仓+$212.50万
HCA 加仓+$206.50万
2026Q2 卖出最多 按季末市值估算
SPEM 减仓-$1,557.48万
VO 减仓-$328.30万
EWX 清仓-$301.04万
VWO 减仓-$224.38万
GOOG 减仓-$186.84万
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 |
|---|---|---|---|---|---|---|---|---|
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -41,957 | -100.0% | -$301.04万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -35,712 | -100.0% | -$58.75万 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $0 | 0.00% | 0 | -13,628 | -100.0% | -$30.89万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $20.37万 | 0.03% | 5,586 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $20.95万 | 0.03% | 3,394 | -59 | -1.7% | -$3,643 | 减仓 |
| DTE | DTE ENERGY CO | $21.05万 | 0.03% | 1,451 | -12 | -0.8% | -$1,741 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.06万 | 0.03% | 3,844 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $21.25万 | 0.03% | 3,097 | 3,097 | — | $21.25万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $22.27万 | 0.04% | 2,586 | -12,930 | -83.3% | -$111.37万 | 减仓 |
| STOT | SSGA ACTIVE TR | $22.50万 | 0.04% | 4,800 | 5 | 0.1% | $234 | 加仓 |
| MO | ALTRIA GROUP INC | $22.55万 | 0.04% | 3,090 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $22.80万 | 0.04% | 590 | 103 | 21.1% | $3.98万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $22.85万 | 0.04% | 4,009 | 41 | 1.0% | $2,337 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $23.53万 | 0.04% | 5,851 | 1,226 | 26.5% | $4.93万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $23.63万 | 0.04% | 6,070 | 45 | 0.7% | $1,752 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.01万 | 0.04% | 8,819 | -368 | -4.0% | -$1.00万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $24.87万 | 0.04% | 1,665 | -98 | -5.6% | -$1.46万 | 减仓 |
| CMS | CMS ENERGY CORP | $26.20万 | 0.04% | 3,614 | 24 | 0.7% | $1,740 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $26.64万 | 0.04% | 1,880 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $26.93万 | 0.04% | 2,784 | 200 | 7.7% | $1.93万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $31.50万 | 0.05% | 12,456 | -73 | -0.6% | -$1,846 | 减仓 |
| HYG | ISHARES TR | $31.89万 | 0.05% | 4,004 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $34.91万 | 0.06% | 2,765 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $37.21万 | 0.06% | 4,540 | 3 | 0.1% | $246 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $37.39万 | 0.06% | 1,492 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $37.60万 | 0.06% | 584 | -12 | -2.0% | -$7,726 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.39万 | 0.06% | 513 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.27万 | 0.06% | 3,648 | -5 | -0.1% | -$552 | 减仓 |
| IEMG | ISHARES INC | $40.63万 | 0.06% | 5,124 | -3,259 | -38.9% | -$25.84万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $40.72万 | 0.06% | 10,099 | 2,384 | 30.9% | $9.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.29万 | 0.07% | 2,302 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $44.11万 | 0.07% | 587 | -40 | -6.4% | -$3.01万 | 减仓 |
| GOOGL | ALPHABET INC | $54.01万 | 0.09% | 1,556 | -73 | -4.5% | -$2.53万 | 减仓 |
| ITOT | ISHARES TR | $60.28万 | 0.10% | 3,673 | -416 | -10.2% | -$6.83万 | 减仓 |
| EXP | EAGLE MATLS INC | $64.14万 | 0.10% | 3,129 | -66 | -2.1% | -$1.35万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $66.87万 | 0.11% | 7,934 | -10,303 | -56.5% | -$86.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $71.00万 | 0.11% | 3,425 | 17 | 0.5% | $3,524 | 加仓 |
| MTG | MGIC INVT CORP WIS | $72.30万 | 0.12% | 24,847 | 1,807 | 7.8% | $5.26万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $77.82万 | 0.12% | 15,536 | 884 | 6.0% | $4.43万 | 加仓 |
| IJS | ISHARES TR | $87.42万 | 0.14% | 6,365 | -222 | -3.4% | -$3.05万 | 减仓 |
| AN | AUTONATION INC | $89.00万 | 0.14% | 4,484 | 379 | 9.2% | $7.52万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $91.00万 | 0.14% | 4,631 | 393 | 9.3% | $7.72万 | 加仓 |
| SHM | SPDR SERIES TRUST | $94.79万 | 0.15% | 19,842 | 241 | 1.2% | $1.15万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $96.81万 | 0.15% | 19,396 | 2,019 | 11.6% | $10.08万 | 加仓 |
| ACT | ENACT HLDGS INC | $97.74万 | 0.16% | 21,477 | 50 | 0.2% | $2,275 | 加仓 |
| VO | VANGUARD INDEX FDS | $101.24万 | 0.16% | 12,581 | -40,799 | -76.4% | -$328.30万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $109.39万 | 0.17% | 21,567 | 2,610 | 13.8% | $13.24万 | 加仓 |
| CSX | CSX CORP | $109.77万 | 0.17% | 22,002 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $111.33万 | 0.18% | 3,573 | 401 | 12.6% | $12.50万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $114.93万 | 0.18% | 12,446 | 1,155 | 10.2% | $10.67万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $120.66万 | 0.19% | 5,583 | 405 | 7.8% | $8.75万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $120.83万 | 0.19% | 3,560 | 567 | 18.9% | $19.25万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $122.83万 | 0.20% | 8,647 | 2,754 | 46.7% | $39.12万 | 加仓 |
| NMIH | NMI HLDGS INC | $123.71万 | 0.20% | 29,558 | 1,895 | 6.9% | $7.93万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $125.99万 | 0.20% | 12,757 | -328 | -2.5% | -$3.24万 | 减仓 |
| LAD | LITHIA MTRS INC | $126.72万 | 0.20% | 3,831 | -80 | -2.0% | -$2.65万 | 减仓 |
| DVA | DAVITA INC | $127.07万 | 0.20% | 5,355 | -2,008 | -27.3% | -$47.65万 | 减仓 |
| ENVA | ENOVA INTL INC | $142.94万 | 0.23% | 6,257 | -2,112 | -25.2% | -$48.25万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $147.40万 | 0.23% | 49,347 | 1,863 | 3.9% | $5.56万 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $148.09万 | 0.24% | 12,562 | -485 | -3.7% | -$5.72万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $149.87万 | 0.24% | 18,791 | 2,297 | 13.9% | $18.32万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $151.05万 | 0.24% | 21,434 | -957 | -4.3% | -$6.74万 | 减仓 |
| SUB | ISHARES TR | $165.94万 | 0.26% | 15,628 | 1,599 | 11.4% | $16.98万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $204.18万 | 0.33% | 34,688 | -38,120 | -52.4% | -$224.38万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $235.81万 | 0.38% | 69,172 | -1,584 | -2.2% | -$5.40万 | 减仓 |
| MUB | ISHARES TR | $265.13万 | 0.42% | 24,972 | 854 | 3.5% | $9.07万 | 加仓 |
| MINT | PIMCO ETF TR | $279.70万 | 0.45% | 27,781 | 1,861 | 7.2% | $18.74万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $299.93万 | 0.48% | 60,045 | 7,963 | 15.3% | $39.78万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $317.17万 | 0.51% | 43,739 | 1,140 | 2.7% | $8.27万 | 加仓 |
| AGG | ISHARES TR | $361.64万 | 0.58% | 37,000 | 1,068 | 3.0% | $10.44万 | 加仓 |
| IJH | ISHARES TR | $416.03万 | 0.66% | 54,944 | -506 | -0.9% | -$3.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $427.26万 | 0.68% | 11,565 | -391 | -3.3% | -$14.45万 | 减仓 |
| PEP | PEPSICO INC | $636.89万 | 1.01% | 47,177 | 2,670 | 6.0% | $36.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $670.66万 | 1.07% | 153,188 | 12,581 | 8.9% | $55.08万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $723.11万 | 1.15% | 48,826 | 1,684 | 3.6% | $24.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $738.05万 | 1.18% | 18,556 | 339 | 1.9% | $13.48万 | 加仓 |
| SGOV | ISHARES TR | $865.96万 | 1.38% | 86,079 | 29,455 | 52.0% | $296.32万 | 加仓 |
| PHM | PULTE GROUP INC | $890.04万 | 1.42% | 71,627 | 3,389 | 5.0% | $42.11万 | 加仓 |
| AAPL | APPLE INC | $933.78万 | 1.49% | 28,491 | -2,077 | -6.8% | -$68.07万 | 减仓 |
| — | EXXON MOBIL CORP | $943.41万 | 1.50% | 62,185 | 2,879 | 4.9% | $43.68万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $972.14万 | 1.55% | 83,841 | 1,376 | 1.7% | $15.95万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,008.82万 | 1.61% | 27,040 | 5,535 | 25.7% | $206.50万 | 加仓 |
| ISCF | ISHARES TR | $1,014.34万 | 1.62% | 231,225 | 8,587 | 3.9% | $37.67万 | 加仓 |
| IQLT | ISHARES TR | $1,105.87万 | 1.76% | 222,912 | 2,460 | 1.1% | $12.20万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,135.04万 | 1.81% | 157,294 | 7,501 | 5.0% | $54.13万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,142.58万 | 1.82% | 55,406 | 1,804 | 3.4% | $37.20万 | 加仓 |
| CB | CHUBB LIMITED | $1,183.14万 | 1.89% | 33,347 | 114 | 0.3% | $4.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,233.85万 | 1.97% | 35,740 | 440 | 1.2% | $15.19万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $1,265.60万 | 2.02% | 51,249 | -1,924 | -3.6% | -$47.51万 | 减仓 |
| GOOG | ALPHABET INC | $1,342.27万 | 2.14% | 38,773 | -5,397 | -12.2% | -$186.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,436.16万 | 2.29% | 29,330 | 1,516 | 5.5% | $74.23万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,440.26万 | 2.29% | 69,949 | 2,575 | 3.8% | $53.02万 | 加仓 |
| AMZN | AMAZON COM INC | $1,442.11万 | 2.30% | 58,255 | 288 | 0.5% | $7.13万 | 加仓 |
| PSFF | PACER FDS TR | $1,572.60万 | 2.51% | 456,621 | 9,930 | 2.2% | $34.20万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,675.02万 | 2.67% | 327,729 | -304,731 | -48.2% | -$1,557.48万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,977.90万 | 3.15% | 215,692 | 215,692 | — | $1,977.90万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $2,063.01万 | 3.29% | 188,300 | 3,551 | 1.9% | $38.90万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $2,935.06万 | 4.68% | 442,361 | 12,511 | 2.9% | $83.01万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,977.65万 | 4.74% | 942,592 | 15,190 | 1.6% | $47.99万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,014.82万 | 4.80% | 668,475 | 47,118 | 7.6% | $212.50万 | 加仓 |