13F 机构持仓

ARBOR TRUST WEALTH ADVISORS, LLC

ANN ARBOR MI · SEC CIK 0001797135

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.48亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHF 7.8%
SCHG 4.4%
ABBV 4.3%
EFA 4.2%
JCPB 4.0%
SCHM 3.7%
AAPL 3.4%
SCHX 3.2%
PYLD 3.1%
SPYV 2.9%

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
IVW ISHARES TR $00.00%0 -3,512-100.0% -$39.72万 清仓
BUFZ FIRST TR EXCHNG TRADED FD VI $00.00%0 -9,920-100.0% -$26.06万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -4,126-100.0% -$21.78万 清仓
RDVY FIRST TR EXCHANGE TRADED FD $00.00%0 -3,058-100.0% -$20.88万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -776-100.0% -$20.32万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -2,170-100.0% -$20.16万 清仓
AMGN AMGEN INC $20.28万0.08%560 -50-8.2% -$1.81万 减仓
MAS MASCO CORP $20.34万0.08%2,500 2,500— $20.34万 新建仓
ED CONSOLIDATED EDISON INC $20.44万0.08%1,848 00.0% — 不变
HDV ISHARES TR $20.53万0.08%7,491 510.7% $1,398 加仓
ONB OLD NATL BANCORP IND $21.03万0.08%8,120 8,120— $21.03万 新建仓
MU MICRON TECHNOLOGY INC $21.12万0.09%183 183— $21.12万 新建仓
GEV GE VERNOVA INC $23.85万0.10%203 203— $23.85万 新建仓
TSLA TESLA INC $24.48万0.10%582 -65-10.0% -$2.73万 重新持有
PH PARKER-HANNIFIN CORP $24.94万0.10%255 -17-6.2% -$1.66万 减仓
COP CONOCOPHILLIPS $25.38万0.10%2,442 -255-9.5% -$2.65万 减仓
SCHE SCHWAB STRATEGIC TR $25.62万0.10%7,066 -3,535-33.3% -$12.82万 减仓
CSCO CISCO SYS INC $25.76万0.10%2,193 -585-21.1% -$6.87万 重新持有
VOO VANGUARD INDEX FDS $25.89万0.10%377 -29-7.1% -$1.99万 减仓
EEM ISHARES TR $26.62万0.11%3,891 60.2% $410 加仓
MNST MONSTER BEVERAGE CORP NEW $26.91万0.11%2,800 2,800— $26.91万 新建仓
MPC MARATHON PETE CORP $29.25万0.12%1,144 -100-8.0% -$2.56万 减仓
SHY ISHARES TR $29.44万0.12%3,586 00.0% — 不变
KLAC KLA CORP $30.47万0.12%1,010 1,010— $30.47万 新建仓
DE DEERE & CO $31.40万0.13%495 10025.3% $6.34万 加仓
GE GE AEROSPACE $31.41万0.13%840 840— $31.41万 新建仓
URI UNITED RENTALS INC $31.95万0.13%282 -128-31.2% -$14.50万 减仓
DUK DUKE ENERGY CORP NEW $32.57万0.13%2,573 10.0% $127 加仓
WEC WEC ENERGY GROUP INC $36.43万0.15%3,120 00.0% — 不变
BAC BANK OF AMER CORP $38.04万0.15%6,676 -625-8.6% -$3.56万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $38.76万0.16%4,250 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $40.03万0.16%3,431 -750-17.9% -$8.75万 减仓
JPST J P MORGAN EXCHANGE TRADED F $40.95万0.17%8,099 3,23866.6% $16.37万 加仓
HD HOME DEPOT INC $41.33万0.17%1,172 -152-11.5% -$5.36万 减仓
ORLY OREILLY AUTOMOTIVE INC $41.44万0.17%4,500 4,500— $41.44万 新建仓
BLK BLACKROCK INC $43.08万0.17%448 -2-0.4% -$1,923 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $46.04万0.19%920 00.0% — 不变
DTM DT MIDSTREAM INC $49.99万0.20%3,407 00.0% — 不变
DHR DANAHER CORP DEL $50.19万0.20%2,635 -184-6.5% -$3.50万 减仓
WMT WALMART INC $51.84万0.21%4,577 42510.2% $4.81万 加仓
QQQ INVESCO QQQ TR $53.01万0.21%720 00.0% — 不变
VBR VANGUARD INDEX FDS $53.21万0.21%2,190 -549-20.0% -$13.34万 减仓
PEP PEPSICO INC $55.46万0.22%4,096 -198-4.6% -$2.68万 减仓
AXP AMERICAN EXPRESS CO $61.30万0.25%1,812 -135-6.9% -$4.57万 减仓
INTC INTEL CORP $63.17万0.25%4,524 4,524— $63.17万 新建仓
HONA HONEYWELL AEROSPACE INC $63.37万0.26%2,866 2,866— $63.37万 新建仓
HON HONEYWELL INTL INC $66.16万0.27%2,955 -2,966-50.1% -$66.41万 减仓
AMZN AMAZON COM INC $68.24万0.28%2,863 -301-9.5% -$7.17万 减仓
BOND PIMCO ETF TR $70.02万0.28%7,593 82712.2% $7.63万 加仓
CRM SALESFORCE INC $71.73万0.29%4,579 -1,674-26.8% -$26.22万 减仓
GOOG ALPHABET INC $80.24万0.32%2,271 -45-1.9% -$1.59万 减仓
DTCR GLOBAL X FDS $81.44万0.33%26,817 -6,270-19.0% -$19.04万 减仓
— EXXON MOBIL CORP $85.62万0.35%6,262 -700-10.1% -$9.57万 减仓
KO COCA COLA CO $90.04万0.36%11,079 -336-2.9% -$2.73万 减仓
CMI CUMMINS INC $90.93万0.37%1,275 -90-6.6% -$6.42万 减仓
LOW LOWES COS INC $95.67万0.39%4,339 -123-2.8% -$2.71万 减仓
NVDA NVIDIA CORPORATION $97.72万0.39%4,884 -398-7.5% -$7.96万 减仓
DTE DTE ENERGY CO $102.99万0.42%6,759 00.0% — 不变
SCHW SCHWAB CHARLES CORP $108.65万0.44%11,775 -450-3.7% -$4.15万 减仓
IBM INTERNATIONAL BUSINESS MACHS $111.71万0.45%3,972 -235-5.6% -$6.61万 减仓
JNJ JOHNSON & JOHNSON $116.37万0.47%4,582 -178-3.7% -$4.52万 减仓
META META PLATFORMS INC $132.00万0.53%2,343 -140-5.6% -$7.89万 减仓
MCD MCDONALDS CORP $165.02万0.67%6,105 370.6% $1.00万 加仓
IJR ISHARES TR $182.62万0.74%12,313 20.0% $297 加仓
PG PROCTER & GAMBLE CO $220.87万0.89%15,062 1,1057.9% $16.20万 加仓
ORCL ORACLE CORP $221.79万0.89%15,134 -514-3.3% -$7.53万 减仓
CVX CHEVRON CORPORATION $225.06万0.91%13,577 -324-2.3% -$5.37万 减仓
PANW PALO ALTO NETWORKS INC $236.50万0.95%6,935 -475-6.4% -$16.20万 减仓
LLY ELI LILLY & CO $257.05万1.04%2,143 -48-2.2% -$5.76万 减仓
SCHV SCHWAB STRATEGIC TR $277.70万1.12%79,777 -19,831-19.9% -$69.03万 减仓
IJH ISHARES TR $291.25万1.17%37,771 -1,456-3.7% -$11.23万 减仓
IEMG ISHARES INC $293.96万1.19%35,485 3,44210.7% $28.51万 加仓
TJX TJX COS INC NEW $315.04万1.27%20,795 -687-3.2% -$10.41万 减仓
IVV ISHARES TR $318.72万1.29%4,256 -769-15.3% -$57.59万 减仓
IWM ISHARES TR $334.36万1.35%11,129 -780-6.5% -$23.43万 减仓
V VISA INC $338.01万1.36%9,852 3453.6% $11.84万 加仓
AMAT APPLIED MATLS INC $341.33万1.38%4,721 -375-7.4% -$27.11万 减仓
SYK STRYKER CORPORATION $344.43万1.39%10,940 -82-0.7% -$2.58万 减仓
COST COSTCO WHOLESALE CORPORATION $389.46万1.57%4,163 731.8% $6.83万 加仓
VWO VANGUARD INTL EQUITY INDEX F $399.76万1.61%66,972 -4,138-5.8% -$24.70万 减仓
ABT ABBOTT LABORATORIES $401.30万1.62%44,225 -518-1.2% -$4.70万 减仓
MSFT MICROSOFT CORP $418.96万1.69%11,232 -422-3.6% -$15.74万 减仓
ICF ISHARES TR $428.31万1.73%63,332 3,6216.1% $24.49万 加仓
VCSH VANGUARD SCOTTSDALE FDS $481.80万1.94%60,964 3,7546.6% $29.67万 加仓
JPM JPMORGAN CHASE & CO $499.73万2.01%15,267 -230-1.5% -$7.53万 减仓
CAT CATERPILLAR INC $518.71万2.09%4,871 -255-5.0% -$27.15万 减仓
AGG ISHARES TR $546.07万2.20%55,170 3,9517.7% $39.11万 加仓
SCHA SCHWAB STRATEGIC TR $604.10万2.44%167,203 -9,425-5.3% -$34.05万 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
DEM WISDOMTREE TR $666.33万2.69%123,876 -4,772-3.7% -$25.67万 减仓
GOOGL ALPHABET INC $676.05万2.73%18,917 -777-3.9% -$27.77万 减仓
IGF ISHARES TR $710.79万2.87%106,725 29,86838.9% $198.92万 加仓
SPYV SPDR SERIES TRUST $726.00万2.93%119,427 2,3602.0% $14.35万 加仓
PYLD PIMCO ETF TR $760.96万3.07%286,937 29,61311.5% $78.53万 加仓
SCHX SCHWAB STRATEGIC TR $802.96万3.24%272,838 -1,230-0.4% -$3.62万 减仓
AAPL APPLE INC $832.39万3.36%28,766 -837-2.8% -$24.22万 减仓
SCHM SCHWAB STRATEGIC TR $912.91万3.68%247,603 -3,613-1.4% -$13.32万 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
EFA ISHARES TR $1,044.82万4.21%100,579 -8,973-8.2% -$93.21万 减仓
ABBV ABBVIE INC $1,073.49万4.33%42,660 -346-0.8% -$8.71万 减仓