ARBOR TRUST WEALTH ADVISORS, LLC
ANN ARBOR MI · SEC CIK 0001797135
$2.28亿2026Q1 申报市值
90持仓数
41.1%前十大占比 · 第一大 7.6%
9 / 0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
IGF 新建仓+$514.94万
IEMG 加仓+$171.56万
PYLD 加仓+$84.74万
AGG 加仓+$45.34万
BUFZ 新建仓+$26.06万
2026Q1 卖出最多 按季末市值估算
DEM 减仓-$116.69万
GOOGL 减仓-$88.20万
AAPL 减仓-$62.86万
JCPB 减仓-$45.61万
COST 减仓-$42.55万
2026Q1 持仓明细 点表头排序
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 | $1,729.85万 | 7.60% | 698,930 | 1,813 | 0.3% | $4.49万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,079.73万 | 4.74% | 229,340 | -9,688 | -4.1% | -$45.61万 | 减仓 |
| EFA | ISHARES TR | $1,064.08万 | 4.67% | 109,552 | 2,525 | 2.4% | $24.53万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $969.69万 | 4.26% | 332,885 | -1,528 | -0.5% | -$4.45万 | 减仓 |
| ABBV | ABBVIE INC | $935.33万 | 4.11% | 43,006 | -1,688 | -3.8% | -$36.71万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $777.77万 | 3.42% | 251,216 | -7,355 | -2.8% | -$22.77万 | 减仓 |
| AAPL | APPLE INC | $751.29万 | 3.30% | 29,603 | -2,477 | -7.7% | -$62.86万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $702.71万 | 3.09% | 274,068 | -830 | -0.3% | -$2.13万 | 减仓 |
| PYLD | PIMCO ETF TR | $674.19万 | 2.96% | 257,324 | 32,342 | 14.4% | $84.74万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $662.36万 | 2.91% | 117,067 | -281 | -0.2% | -$1.59万 | 减仓 |
| DEM | WISDOMTREE TR | $639.25万 | 2.81% | 128,648 | -23,484 | -15.4% | -$116.69万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $614.12万 | 2.70% | 9,933 | -301 | -2.9% | -$18.61万 | 减仓 |
| GOOGL | ALPHABET INC | $566.33万 | 2.49% | 19,694 | -3,067 | -13.5% | -$88.20万 | 减仓 |
| IGF | ISHARES TR | $514.94万 | 2.26% | 76,857 | 76,857 | — | $514.94万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $513.63万 | 2.26% | 176,628 | -2,068 | -1.2% | -$6.01万 | 减仓 |
| AGG | ISHARES TR | $508.45万 | 2.23% | 51,219 | 4,567 | 9.8% | $45.34万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $459.38万 | 2.02% | 44,743 | -1,898 | -4.1% | -$19.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $455.85万 | 2.00% | 15,497 | -590 | -3.7% | -$17.36万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $453.50万 | 1.99% | 57,210 | 1,118 | 2.0% | $8.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $431.38万 | 1.90% | 11,654 | -746 | -6.0% | -$27.61万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $407.56万 | 1.79% | 4,090 | -427 | -9.5% | -$42.55万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $384.35万 | 1.69% | 71,110 | 1,620 | 2.3% | $8.76万 | 加仓 |
| ICF | ISHARES TR | $369.55万 | 1.62% | 59,711 | -2,255 | -3.6% | -$13.96万 | 减仓 |
| CAT | CATERPILLAR INC | $363.16万 | 1.60% | 5,126 | -389 | -7.1% | -$27.56万 | 减仓 |
| SYK | STRYKER CORPORATION | $363.13万 | 1.60% | 11,022 | -389 | -3.4% | -$12.82万 | 减仓 |
| TJX | TJX COS INC NEW | $343.07万 | 1.51% | 21,482 | -1,165 | -5.1% | -$18.61万 | 减仓 |
| IVV | ISHARES TR | $328.22万 | 1.44% | 5,025 | -70 | -1.4% | -$4.57万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $303.80万 | 1.33% | 99,608 | -5,311 | -5.1% | -$16.20万 | 减仓 |
| IWM | ISHARES TR | $295.34万 | 1.30% | 11,909 | -38 | -0.3% | -$9,424 | 减仓 |
| CVX | CHEVRON CORPORATION | $287.62万 | 1.26% | 13,901 | 136 | 1.0% | $2.81万 | 加仓 |
| V | VISA INC | $287.34万 | 1.26% | 9,507 | -467 | -4.7% | -$14.11万 | 减仓 |
| IJH | ISHARES TR | $264.90万 | 1.16% | 39,227 | -1,420 | -3.5% | -$9.59万 | 减仓 |
| ORCL | ORACLE CORP | $230.19万 | 1.01% | 15,648 | -615 | -3.8% | -$9.05万 | 减仓 |
| IEMG | ISHARES INC | $223.50万 | 0.98% | 32,043 | 24,596 | 330.3% | $171.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $201.59万 | 0.89% | 13,957 | 944 | 7.3% | $13.64万 | 加仓 |
| LLY | ELI LILLY & CO | $201.53万 | 0.89% | 2,191 | -60 | -2.7% | -$5.52万 | 减仓 |
| MCD | MCDONALDS CORP | $188.59万 | 0.83% | 6,068 | -400 | -6.2% | -$12.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $174.18万 | 0.77% | 5,096 | -150 | -2.9% | -$5.13万 | 减仓 |
| IJR | ISHARES TR | $153.04万 | 0.67% | 12,311 | -55 | -0.4% | -$6,837 | 减仓 |
| META | META PLATFORMS INC | $142.08万 | 0.62% | 2,483 | -77 | -3.0% | -$4.41万 | 减仓 |
| — | HONEYWELL INTL INC | $133.83万 | 0.59% | 5,921 | 170 | 3.0% | $3.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $118.80万 | 0.52% | 7,410 | -105 | -1.4% | -$1.68万 | 减仓 |
| — | EXXON MOBIL CORP | $118.11万 | 0.52% | 6,962 | -24 | -0.3% | -$4,072 | 减仓 |
| CRM | SALESFORCE INC | $116.73万 | 0.51% | 6,253 | -578 | -8.5% | -$10.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $116.35万 | 0.51% | 4,760 | 559 | 13.3% | $13.66万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $114.89万 | 0.50% | 12,225 | -15 | -0.1% | -$1,410 | 减仓 |
| LOW | LOWES COS INC | $105.43万 | 0.46% | 4,462 | -79 | -1.7% | -$1.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.98万 | 0.45% | 4,207 | -79 | -1.8% | -$1.92万 | 减仓 |
| DTE | DTE ENERGY CO | $99.62万 | 0.44% | 6,759 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $92.12万 | 0.40% | 5,282 | -615 | -10.4% | -$10.73万 | 减仓 |
| KO | COCA COLA CO | $87.42万 | 0.38% | 11,415 | 110 | 1.0% | $8,424 | 加仓 |
| DTCR | GLOBAL X FDS | $79.28万 | 0.35% | 33,087 | 2,411 | 7.9% | $5.78万 | 加仓 |
| CMI | CUMMINS INC | $73.44万 | 0.32% | 1,365 | -5 | -0.4% | -$2,690 | 减仓 |
| PEP | PEPSICO INC | $66.69万 | 0.29% | 4,294 | -168 | -3.8% | -$2.61万 | 减仓 |
| GOOG | ALPHABET INC | $66.44万 | 0.29% | 2,316 | -1,125 | -32.7% | -$32.27万 | 减仓 |
| AMZN | AMAZON COM INC | $65.90万 | 0.29% | 3,164 | -20 | -0.6% | -$4,166 | 减仓 |
| BOND | PIMCO ETF TR | $62.43万 | 0.27% | 6,766 | 2,274 | 50.6% | $20.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $61.16万 | 0.27% | 4,181 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $59.50万 | 0.26% | 2,739 | -56 | -2.0% | -$1.22万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $58.90万 | 0.26% | 1,947 | 130 | 7.2% | $3.93万 | 加仓 |
| DHR | DANAHER CORP DEL | $53.56万 | 0.24% | 2,819 | -220 | -7.2% | -$4.18万 | 减仓 |
| WMT | WALMART INC | $51.70万 | 0.23% | 4,152 | 575 | 16.1% | $7.16万 | 加仓 |
| DTM | DT MIDSTREAM INC | $46.18万 | 0.20% | 3,407 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.09万 | 0.19% | 920 | -160 | -14.8% | -$7.67万 | 减仓 |
| HD | HOME DEPOT INC | $43.58万 | 0.19% | 1,324 | 149 | 12.7% | $4.90万 | 加仓 |
| BLK | BLACKROCK INC | $43.28万 | 0.19% | 450 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $41.55万 | 0.18% | 720 | -15 | -2.0% | -$8,656 | 减仓 |
| IVW | ISHARES TR | $39.72万 | 0.17% | 3,512 | 3 | 0.1% | $339 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $36.12万 | 0.16% | 3,120 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $35.60万 | 0.16% | 2,697 | 275 | 11.4% | $3.63万 | 加仓 |
| BAC | BANK AMERICA CORP | $35.59万 | 0.16% | 7,301 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $34.93万 | 0.15% | 10,601 | 70 | 0.7% | $2,306 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $33.67万 | 0.15% | 2,572 | 2 | 0.1% | $262 | 加仓 |
| MPC | MARATHON PETE CORP | $30.38万 | 0.13% | 1,244 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $29.87万 | 0.13% | 410 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $29.61万 | 0.13% | 3,586 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $27.46万 | 0.12% | 4,250 | -100 | -2.3% | -$6,461 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $26.06万 | 0.11% | 9,920 | 9,920 | — | $26.06万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.60万 | 0.11% | 4,861 | 1 | 0.0% | $51 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $24.35万 | 0.11% | 272 | 272 | — | $24.35万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $24.26万 | 0.11% | 406 | -59 | -12.7% | -$3.53万 | 减仓 |
| DE | DEERE & CO | $22.31万 | 0.10% | 395 | 395 | — | $22.31万 | 新建仓 |
| EEM | ISHARES TR | $22.07万 | 0.10% | 3,885 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $21.78万 | 0.10% | 4,126 | 4,126 | — | $21.78万 | 新建仓 |
| AMGN | AMGEN INC | $21.46万 | 0.09% | 610 | -10 | -1.6% | -$3,518 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $20.92万 | 0.09% | 1,848 | 1,848 | — | $20.92万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $20.88万 | 0.09% | 3,058 | 3,058 | — | $20.88万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.32万 | 0.09% | 776 | -20 | -2.5% | -$5,238 | 重新持有 |
| HDV | ISHARES TR | $20.20万 | 0.09% | 1,488 | 1,488 | — | $20.20万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.16万 | 0.09% | 2,170 | 2,170 | — | $20.16万 | 新建仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |