CWS Financial Advisors, LLC
KALAMAZOO MI · SEC CIK 0001802459
$4.51亿2026Q2 申报市值
171持仓数
56.7%前十大占比 · 第一大 17.0%
14 / 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
DFUS 加仓+$1,177.03万
DFAI 加仓+$804.97万
VCSH 加仓+$249.10万
AVXC 加仓+$216.49万
VTEB 加仓+$113.41万
2026Q2 卖出最多 按季末市值估算
IJR 减仓-$397.78万
VOO 减仓-$242.58万
VXUS 减仓-$63.99万
VXF 减仓-$38.73万
ZTS 清仓-$34.31万
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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $7,658.91万 | 17.00% | 243,264 | 88 | 0.0% | $2.77万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,808.08万 | 10.67% | 586,781 | 143,645 | 32.4% | $1,177.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,606.33万 | 5.78% | 37,948 | -3,532 | -8.5% | -$242.58万 | 减仓 |
| AAPL | APPLE INC | $1,847.79万 | 4.10% | 63,858 | 3,308 | 5.5% | $95.72万 | 加仓 |
| IJR | ISHARES TR | $1,765.18万 | 3.92% | 119,020 | -26,821 | -18.4% | -$397.78万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,578.34万 | 3.50% | 184,623 | -7,485 | -3.9% | -$63.99万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,472.63万 | 3.27% | 357,002 | 195,145 | 120.6% | $804.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,298.53万 | 2.88% | 150,746 | -742 | -0.5% | -$6.39万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,263.11万 | 2.80% | 53,381 | -1,350 | -2.5% | -$31.94万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,244.40万 | 2.76% | 57,101 | -981 | -1.7% | -$21.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,225.63万 | 2.72% | 33,122 | -262 | -0.8% | -$9.69万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,194.19万 | 2.65% | 16,217 | -3 | -0.0% | -$2,209 | 减仓 |
| MSFT | MICROSOFT CORP | $683.53万 | 1.52% | 18,324 | 121 | 0.7% | $4.51万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $667.38万 | 1.48% | 141,395 | 7,296 | 5.4% | $34.44万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $610.95万 | 1.36% | 77,306 | 31,519 | 68.8% | $249.10万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $520.62万 | 1.16% | 137,150 | 16,197 | 13.4% | $61.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $498.72万 | 1.11% | 16,453 | -451 | -2.7% | -$13.67万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $455.95万 | 1.01% | 78,342 | 8,013 | 11.4% | $46.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $442.66万 | 0.98% | 5,928 | 15 | 0.3% | $1.12万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $435.82万 | 0.97% | 50,885 | 25,276 | 98.7% | $216.49万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $388.21万 | 0.86% | 77,985 | 14,011 | 21.9% | $69.75万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $370.72万 | 0.82% | 116,910 | 11,757 | 11.2% | $37.28万 | 加仓 |
| VO | VANGUARD INDEX FDS | $353.46万 | 0.78% | 43,870 | 114 | 0.3% | $9,185 | 加仓 |
| IVV | ISHARES TR | $352.51万 | 0.78% | 4,707 | 2 | 0.0% | $1,498 | 加仓 |
| VXF | VANGUARD INDEX FDS | $287.91万 | 0.64% | 11,694 | -1,573 | -11.9% | -$38.73万 | 减仓 |
| VGT | VANGUARD WORLD FD | $280.30万 | 0.62% | 23,453 | 29 | 0.1% | $3,466 | 加仓 |
| WMT | WALMART INC | $267.25万 | 0.59% | 23,596 | 29 | 0.1% | $3,285 | 加仓 |
| IEFA | ISHARES TR | $254.96万 | 0.57% | 26,399 | 304 | 1.2% | $2.94万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $252.67万 | 0.56% | 72,983 | 850 | 1.2% | $2.94万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $234.38万 | 0.52% | 3,332 | 7 | 0.2% | $4,924 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $207.02万 | 0.46% | 7,362 | -32 | -0.4% | -$8,999 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $198.50万 | 0.44% | 52,919 | -112 | -0.2% | -$4,201 | 减仓 |
| MCD | MCDONALDS CORP | $195.62万 | 0.43% | 7,237 | 8 | 0.1% | $2,162 | 加仓 |
| GOOGL | ALPHABET INC | $194.09万 | 0.43% | 5,431 | 54 | 1.0% | $1.93万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $189.71万 | 0.42% | 72,462 | 1,548 | 2.2% | $4.05万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $181.36万 | 0.40% | 36,803 | 2,468 | 7.2% | $12.16万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $177.57万 | 0.39% | 39,922 | -70 | -0.2% | -$3,114 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $175.51万 | 0.39% | 53,477 | -2,147 | -3.9% | -$7.05万 | 减仓 |
| SO | SOUTHERN CO | $172.30万 | 0.38% | 18,002 | 955 | 5.6% | $9.14万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $171.14万 | 0.38% | 11,671 | -140 | -1.2% | -$2.05万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $167.74万 | 0.37% | 28,441 | 1,042 | 3.8% | $6.15万 | 加仓 |
| CSCO | CISCO SYS INC | $166.68万 | 0.37% | 14,191 | 803 | 6.0% | $9.43万 | 加仓 |
| AMZN | AMAZON COM INC | $162.91万 | 0.36% | 6,835 | 16 | 0.2% | $3,813 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $161.69万 | 0.36% | 31,968 | 22,422 | 234.9% | $113.41万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $156.39万 | 0.35% | 16,748 | 179 | 1.1% | $1.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $151.28万 | 0.34% | 4,622 | 7 | 0.2% | $2,291 | 加仓 |
| IJH | ISHARES TR | $149.13万 | 0.33% | 19,339 | 31 | 0.2% | $2,390 | 加仓 |
| PEP | PEPSICO INC | $145.36万 | 0.32% | 10,736 | 107 | 1.0% | $1.45万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $144.54万 | 0.32% | 7,990 | 28 | 0.4% | $5,065 | 加仓 |
| — | EXXON MOBIL CORP | $136.14万 | 0.30% | 9,957 | 272 | 2.8% | $3.72万 | 加仓 |
| CVX | CHEVRON CORPORATION | $133.56万 | 0.30% | 8,057 | 554 | 7.4% | $9.18万 | 加仓 |
| SUB | ISHARES TR | $130.64万 | 0.29% | 12,270 | 7,763 | 172.2% | $82.65万 | 加仓 |
| SMH | VANECK ETF TRUST | $126.36万 | 0.28% | 1,926 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $123.73万 | 0.27% | 2,384 | 229 | 10.6% | $11.88万 | 加仓 |
| FAST | FASTENAL CO | $116.44万 | 0.26% | 24,244 | 3,986 | 19.7% | $19.14万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $116.37万 | 0.26% | 14,085 | 153 | 1.1% | $1.26万 | 加仓 |
| ADI | ANALOG DEVICES INC | $115.28万 | 0.26% | 2,902 | -235 | -7.5% | -$9.34万 | 减仓 |
| HD | HOME DEPOT INC | $113.09万 | 0.25% | 3,207 | -77 | -2.3% | -$2.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $112.03万 | 0.25% | 13,605 | 23 | 0.2% | $1,894 | 加仓 |
| ABBV | ABBVIE INC | $110.38万 | 0.24% | 4,387 | -652 | -12.9% | -$16.41万 | 减仓 |
| CAT | CATERPILLAR INC | $107.45万 | 0.24% | 1,009 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $106.98万 | 0.24% | 14,868 | 62 | 0.4% | $4,461 | 加仓 |
| GOOG | ALPHABET INC | $101.70万 | 0.23% | 2,878 | 329 | 12.9% | $11.63万 | 加仓 |
| ETR | ENTERGY CORP NEW | $101.63万 | 0.23% | 8,848 | 1,231 | 16.2% | $14.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.33万 | 0.22% | 2,025 | 43 | 2.2% | $2.15万 | 加仓 |
| CB | CHUBB LIMITED | $100.36万 | 0.22% | 2,945 | 370 | 14.4% | $12.61万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $100.23万 | 0.22% | 1,967 | -36 | -1.8% | -$1.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $99.53万 | 0.22% | 3,919 | -45 | -1.1% | -$1.14万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $98.51万 | 0.22% | 1,007 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $95.29万 | 0.21% | 4,362 | 286 | 7.0% | $6.25万 | 加仓 |
| SNA | SNAP ON INC | $90.61万 | 0.20% | 2,252 | 438 | 24.1% | $17.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $84.79万 | 0.19% | 11,900 | -740 | -5.9% | -$5.27万 | 减仓 |
| LLY | ELI LILLY & CO | $84.60万 | 0.19% | 705 | -53 | -7.0% | -$6.36万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $82.36万 | 0.18% | 7,054 | 999 | 16.5% | $11.66万 | 加仓 |
| NTRS | NORTHERN TR CORP | $79.65万 | 0.18% | 4,582 | 585 | 14.6% | $10.17万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $77.22万 | 0.17% | 34,642 | 281 | 0.8% | $6,264 | 加仓 |
| IVW | ISHARES TR | $77.18万 | 0.17% | 5,612 | 2 | 0.0% | $275 | 加仓 |
| KO | COCA COLA CO | $77.06万 | 0.17% | 9,482 | 1,002 | 11.8% | $8.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $76.46万 | 0.17% | 10,416 | -1,377 | -11.7% | -$10.11万 | 减仓 |
| GLD | SPDR GOLD TR | $74.67万 | 0.17% | 2,027 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $71.01万 | 0.16% | 4,602 | 188 | 4.3% | $2.90万 | 加仓 |
| PAYX | PAYCHEX INC | $68.72万 | 0.15% | 6,989 | 808 | 13.1% | $7.95万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $66.34万 | 0.15% | 7,559 | -271 | -3.5% | -$2.38万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $65.52万 | 0.15% | 20,493 | 3,208 | 18.6% | $10.26万 | 加仓 |
| IEMG | ISHARES INC | $65.33万 | 0.14% | 7,887 | 51 | 0.7% | $4,225 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $64.56万 | 0.14% | 22,877 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $64.45万 | 0.14% | 1,819 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $64.30万 | 0.14% | 15,187 | 158 | 1.1% | $6,690 | 加仓 |
| IVE | ISHARES TR | $60.19万 | 0.13% | 2,651 | 2 | 0.1% | $454 | 加仓 |
| MA | MASTERCARD INCORPORATED | $59.22万 | 0.13% | 1,153 | 207 | 21.9% | $10.63万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $58.82万 | 0.13% | 6,416 | 819 | 14.6% | $7.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $55.94万 | 0.12% | 6,824 | 217 | 3.3% | $1.78万 | 加仓 |
| META | META PLATFORMS INC | $55.65万 | 0.12% | 988 | 3 | 0.3% | $1,690 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.74万 | 0.12% | 2,024 | 131 | 6.9% | $3.54万 | 加仓 |
| AMGN | AMGEN INC | $53.97万 | 0.12% | 1,490 | 3 | 0.2% | $1,087 | 加仓 |
| GGG | GRACO INC | $53.09万 | 0.12% | 7,022 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $53.04万 | 0.12% | 6,808 | 176 | 2.7% | $1.37万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $51.12万 | 0.11% | 1,819 | 417 | 29.7% | $11.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.04万 | 0.11% | 546 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $50.36万 | 0.11% | 5,567 | -474 | -7.8% | -$4.29万 | 减仓 |