ARBOR TRUST WEALTH ADVISORS, LLC
ANN ARBOR MI · SEC CIK 0001797135
$2.48亿2026Q2 申报市值
96持仓数
41.0%前十大占比 · 第一大 7.8%
10 / 6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
IGF 加仓+$198.92万
PYLD 加仓+$78.53万
HONA 新建仓+$63.37万
INTC 新建仓+$63.17万
ORLY 新建仓+$41.44万
2026Q2 卖出最多 按季末市值估算
EFA 减仓-$93.21万
JCPB 减仓-$90.69万
MDY 减仓-$79.90万
SCHV 减仓-$69.03万
HON 减仓-$66.41万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $1,933.27万 | 7.79% | 697,932 | -998 | -0.1% | -$2.76万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,098.75万 | 4.43% | 324,691 | -8,194 | -2.5% | -$27.73万 | 减仓 |
| ABBV | ABBVIE INC | $1,073.49万 | 4.33% | 42,660 | -346 | -0.8% | -$8.71万 | 减仓 |
| EFA | ISHARES TR | $1,044.82万 | 4.21% | 100,579 | -8,973 | -8.2% | -$93.21万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $985.83万 | 3.97% | 210,019 | -19,321 | -8.4% | -$90.69万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $912.91万 | 3.68% | 247,603 | -3,613 | -1.4% | -$13.32万 | 减仓 |
| AAPL | APPLE INC | $832.39万 | 3.36% | 28,766 | -837 | -2.8% | -$24.22万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $802.96万 | 3.24% | 272,838 | -1,230 | -0.4% | -$3.62万 | 减仓 |
| PYLD | PIMCO ETF TR | $760.96万 | 3.07% | 286,937 | 29,613 | 11.5% | $78.53万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $726.00万 | 2.93% | 119,427 | 2,360 | 2.0% | $14.35万 | 加仓 |
| IGF | ISHARES TR | $710.79万 | 2.87% | 106,725 | 29,868 | 38.9% | $198.92万 | 加仓 |
| GOOGL | ALPHABET INC | $676.05万 | 2.73% | 18,917 | -777 | -3.9% | -$27.77万 | 减仓 |
| DEM | WISDOMTREE TR | $666.33万 | 2.69% | 123,876 | -4,772 | -3.7% | -$25.67万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $618.70万 | 2.49% | 8,797 | -1,136 | -11.4% | -$79.90万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $604.10万 | 2.44% | 167,203 | -9,425 | -5.3% | -$34.05万 | 减仓 |
| AGG | ISHARES TR | $546.07万 | 2.20% | 55,170 | 3,951 | 7.7% | $39.11万 | 加仓 |
| CAT | CATERPILLAR INC | $518.71万 | 2.09% | 4,871 | -255 | -5.0% | -$27.15万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $499.73万 | 2.01% | 15,267 | -230 | -1.5% | -$7.53万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $481.80万 | 1.94% | 60,964 | 3,754 | 6.6% | $29.67万 | 加仓 |
| ICF | ISHARES TR | $428.31万 | 1.73% | 63,332 | 3,621 | 6.1% | $24.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $418.96万 | 1.69% | 11,232 | -422 | -3.6% | -$15.74万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $401.30万 | 1.62% | 44,225 | -518 | -1.2% | -$4.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $399.76万 | 1.61% | 66,972 | -4,138 | -5.8% | -$24.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $389.46万 | 1.57% | 4,163 | 73 | 1.8% | $6.83万 | 加仓 |
| SYK | STRYKER CORPORATION | $344.43万 | 1.39% | 10,940 | -82 | -0.7% | -$2.58万 | 减仓 |
| AMAT | APPLIED MATLS INC | $341.33万 | 1.38% | 4,721 | -375 | -7.4% | -$27.11万 | 减仓 |
| V | VISA INC | $338.01万 | 1.36% | 9,852 | 345 | 3.6% | $11.84万 | 加仓 |
| IWM | ISHARES TR | $334.36万 | 1.35% | 11,129 | -780 | -6.5% | -$23.43万 | 减仓 |
| IVV | ISHARES TR | $318.72万 | 1.29% | 4,256 | -769 | -15.3% | -$57.59万 | 减仓 |
| TJX | TJX COS INC NEW | $315.04万 | 1.27% | 20,795 | -687 | -3.2% | -$10.41万 | 减仓 |
| IEMG | ISHARES INC | $293.96万 | 1.19% | 35,485 | 3,442 | 10.7% | $28.51万 | 加仓 |
| IJH | ISHARES TR | $291.25万 | 1.17% | 37,771 | -1,456 | -3.7% | -$11.23万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $277.70万 | 1.12% | 79,777 | -19,831 | -19.9% | -$69.03万 | 减仓 |
| LLY | ELI LILLY & CO | $257.05万 | 1.04% | 2,143 | -48 | -2.2% | -$5.76万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $236.50万 | 0.95% | 6,935 | -475 | -6.4% | -$16.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $225.06万 | 0.91% | 13,577 | -324 | -2.3% | -$5.37万 | 减仓 |
| ORCL | ORACLE CORP | $221.79万 | 0.89% | 15,134 | -514 | -3.3% | -$7.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $220.87万 | 0.89% | 15,062 | 1,105 | 7.9% | $16.20万 | 加仓 |
| IJR | ISHARES TR | $182.62万 | 0.74% | 12,313 | 2 | 0.0% | $297 | 加仓 |
| MCD | MCDONALDS CORP | $165.02万 | 0.67% | 6,105 | 37 | 0.6% | $1.00万 | 加仓 |
| META | META PLATFORMS INC | $132.00万 | 0.53% | 2,343 | -140 | -5.6% | -$7.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $116.37万 | 0.47% | 4,582 | -178 | -3.7% | -$4.52万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $111.71万 | 0.45% | 3,972 | -235 | -5.6% | -$6.61万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $108.65万 | 0.44% | 11,775 | -450 | -3.7% | -$4.15万 | 减仓 |
| DTE | DTE ENERGY CO | $102.99万 | 0.42% | 6,759 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $97.72万 | 0.39% | 4,884 | -398 | -7.5% | -$7.96万 | 减仓 |
| LOW | LOWES COS INC | $95.67万 | 0.39% | 4,339 | -123 | -2.8% | -$2.71万 | 减仓 |
| CMI | CUMMINS INC | $90.93万 | 0.37% | 1,275 | -90 | -6.6% | -$6.42万 | 减仓 |
| KO | COCA COLA CO | $90.04万 | 0.36% | 11,079 | -336 | -2.9% | -$2.73万 | 减仓 |
| — | EXXON MOBIL CORP | $85.62万 | 0.35% | 6,262 | -700 | -10.1% | -$9.57万 | 减仓 |
| DTCR | GLOBAL X FDS | $81.44万 | 0.33% | 26,817 | -6,270 | -19.0% | -$19.04万 | 减仓 |
| GOOG | ALPHABET INC | $80.24万 | 0.32% | 2,271 | -45 | -1.9% | -$1.59万 | 减仓 |
| CRM | SALESFORCE INC | $71.73万 | 0.29% | 4,579 | -1,674 | -26.8% | -$26.22万 | 减仓 |
| BOND | PIMCO ETF TR | $70.02万 | 0.28% | 7,593 | 827 | 12.2% | $7.63万 | 加仓 |
| AMZN | AMAZON COM INC | $68.24万 | 0.28% | 2,863 | -301 | -9.5% | -$7.17万 | 减仓 |
| HON | HONEYWELL INTL INC | $66.16万 | 0.27% | 2,955 | -2,966 | -50.1% | -$66.41万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $63.37万 | 0.26% | 2,866 | 2,866 | — | $63.37万 | 新建仓 |
| INTC | INTEL CORP | $63.17万 | 0.25% | 4,524 | 4,524 | — | $63.17万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $61.30万 | 0.25% | 1,812 | -135 | -6.9% | -$4.57万 | 减仓 |
| PEP | PEPSICO INC | $55.46万 | 0.22% | 4,096 | -198 | -4.6% | -$2.68万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $53.21万 | 0.21% | 2,190 | -549 | -20.0% | -$13.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $53.01万 | 0.21% | 720 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $51.84万 | 0.21% | 4,577 | 425 | 10.2% | $4.81万 | 加仓 |
| DHR | DANAHER CORP DEL | $50.19万 | 0.20% | 2,635 | -184 | -6.5% | -$3.50万 | 减仓 |
| DTM | DT MIDSTREAM INC | $49.99万 | 0.20% | 3,407 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.04万 | 0.19% | 920 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $43.08万 | 0.17% | 448 | -2 | -0.4% | -$1,923 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $41.44万 | 0.17% | 4,500 | 4,500 | — | $41.44万 | 新建仓 |
| HD | HOME DEPOT INC | $41.33万 | 0.17% | 1,172 | -152 | -11.5% | -$5.36万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $40.95万 | 0.17% | 8,099 | 3,238 | 66.6% | $16.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.03万 | 0.16% | 3,431 | -750 | -17.9% | -$8.75万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $38.76万 | 0.16% | 4,250 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $38.04万 | 0.15% | 6,676 | -625 | -8.6% | -$3.56万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $36.43万 | 0.15% | 3,120 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $32.57万 | 0.13% | 2,573 | 1 | 0.0% | $127 | 加仓 |
| URI | UNITED RENTALS INC | $31.95万 | 0.13% | 282 | -128 | -31.2% | -$14.50万 | 减仓 |
| GE | GE AEROSPACE | $31.41万 | 0.13% | 840 | 840 | — | $31.41万 | 新建仓 |
| DE | DEERE & CO | $31.40万 | 0.13% | 495 | 100 | 25.3% | $6.34万 | 加仓 |
| KLAC | KLA CORP | $30.47万 | 0.12% | 1,010 | 1,010 | — | $30.47万 | 新建仓 |
| SHY | ISHARES TR | $29.44万 | 0.12% | 3,586 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $29.25万 | 0.12% | 1,144 | -100 | -8.0% | -$2.56万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $26.91万 | 0.11% | 2,800 | 2,800 | — | $26.91万 | 新建仓 |
| EEM | ISHARES TR | $26.62万 | 0.11% | 3,891 | 6 | 0.2% | $410 | 加仓 |
| VOO | VANGUARD INDEX FDS | $25.89万 | 0.10% | 377 | -29 | -7.1% | -$1.99万 | 减仓 |
| CSCO | CISCO SYS INC | $25.76万 | 0.10% | 2,193 | -585 | -21.1% | -$6.87万 | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $25.62万 | 0.10% | 7,066 | -3,535 | -33.3% | -$12.82万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.38万 | 0.10% | 2,442 | -255 | -9.5% | -$2.65万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $24.94万 | 0.10% | 255 | -17 | -6.2% | -$1.66万 | 减仓 |
| TSLA | TESLA INC | $24.48万 | 0.10% | 582 | -65 | -10.0% | -$2.73万 | 重新持有 |
| GEV | GE VERNOVA INC | $23.85万 | 0.10% | 203 | 203 | — | $23.85万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $21.12万 | 0.09% | 183 | 183 | — | $21.12万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $21.03万 | 0.08% | 8,120 | 8,120 | — | $21.03万 | 新建仓 |
| HDV | ISHARES TR | $20.53万 | 0.08% | 7,491 | 51 | 0.7% | $1,398 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $20.44万 | 0.08% | 1,848 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $20.34万 | 0.08% | 2,500 | 2,500 | — | $20.34万 | 新建仓 |
| AMGN | AMGEN INC | $20.28万 | 0.08% | 560 | -50 | -8.2% | -$1.81万 | 减仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -3,512 | -100.0% | -$39.72万 | 清仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,920 | -100.0% | -$26.06万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,126 | -100.0% | -$21.78万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,058 | -100.0% | -$20.88万 | 清仓 |