CWS Financial Advisors, LLC
KALAMAZOO MI · SEC CIK 0001802459
$3.90亿2026Q1 申报市值
157持仓数
58.8%前十大占比 · 第一大 20.5%
10 / 3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
DFUS 加仓+$2,886.47万
DFAI 加仓+$566.88万
VCSH 加仓+$244.89万
AVXC 新建仓+$173.20万
VUSB 加仓+$84.84万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$304.68万
SYK 减仓-$295.73万
VOO 减仓-$162.12万
IEFA 减仓-$94.85万
AAPL 减仓-$63.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,735 | -100.0% | -$36.50万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -1,573 | -100.0% | -$20.52万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -15,201 | -100.0% | -$9.58万 | 清仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $12.16万 | 0.03% | 11,955 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $20.02万 | 0.05% | 970 | 4 | 0.4% | $825 | 重新持有 |
| DE | DEERE & CO | $20.06万 | 0.05% | 356 | 356 | — | $20.06万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.37万 | 0.05% | 5,383 | -2,272 | -29.7% | -$8.60万 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $20.47万 | 0.05% | 721 | 721 | — | $20.47万 | 新建仓 |
| CMI | CUMMINS INC | $20.61万 | 0.05% | 383 | 383 | — | $20.61万 | 新建仓 |
| IJK | ISHARES TR | $20.84万 | 0.05% | 2,071 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $20.85万 | 0.05% | 490 | 30 | 6.5% | $1.28万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $21.01万 | 0.05% | 1,336 | 63 | 4.9% | $9,907 | 加仓 |
| MAS | MASCO CORP | $21.52万 | 0.06% | 3,565 | 227 | 6.8% | $1.37万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $21.54万 | 0.06% | 8,580 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW | $21.56万 | 0.06% | 1,707 | 119 | 7.5% | $1.50万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.66万 | 0.06% | 256 | 6 | 2.4% | $5,076 | 加仓 |
| ORCL | ORACLE CORP | $21.98万 | 0.06% | 1,494 | 14 | 0.9% | $2,060 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $22.16万 | 0.06% | 4,910 | 483 | 10.9% | $2.18万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $22.61万 | 0.06% | 8,327 | 8,327 | — | $22.61万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.72万 | 0.06% | 1,534 | 1,534 | — | $22.72万 | 新建仓 |
| BAC | BANK AMERICA CORP | $23.05万 | 0.06% | 4,728 | 32 | 0.7% | $1,560 | 加仓 |
| WRB | BERKLEY W R CORP | $23.17万 | 0.06% | 3,496 | -262 | -7.0% | -$1.74万 | 减仓 |
| USMV | ISHARES TR | $23.35万 | 0.06% | 2,518 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $23.51万 | 0.06% | 819 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $23.79万 | 0.06% | 6,123 | 6,123 | — | $23.79万 | 新建仓 |
| — | HONEYWELL INTL INC | $24.82万 | 0.06% | 1,098 | 1,098 | — | $24.82万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $24.90万 | 0.06% | 3,218 | -99 | -3.0% | -$7,662 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $25.82万 | 0.07% | 2,625 | 10 | 0.4% | $984 | 加仓 |
| PSX | PHILLIPS 66 | $25.92万 | 0.07% | 1,423 | -200 | -12.3% | -$3.64万 | 重新持有 |
| ESGD | ISHARES TR | $26.13万 | 0.07% | 2,733 | 7 | 0.3% | $669 | 加仓 |
| MMM | 3M CO | $26.16万 | 0.07% | 1,801 | 23 | 1.3% | $3,341 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.75万 | 0.07% | 5,068 | -583 | -10.3% | -$3.08万 | 减仓 |
| MRK | MERCK & CO INC | $26.77万 | 0.07% | 2,226 | 56 | 2.6% | $6,736 | 加仓 |
| ARCC | ARES CAPITAL CORP | $26.95万 | 0.07% | 14,956 | 582 | 4.0% | $1.05万 | 加仓 |
| AVGO | BROADCOM INC | $26.97万 | 0.07% | 871 | 45 | 5.4% | $1.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $27.19万 | 0.07% | 1,559 | 232 | 17.5% | $4.05万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $27.60万 | 0.07% | 1,402 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $28.15万 | 0.07% | 3,361 | 2 | 0.1% | $168 | 加仓 |
| BA | BOEING CO | $28.50万 | 0.07% | 1,432 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEMS INC | $29.68万 | 0.08% | 1,022 | 52 | 5.4% | $1.51万 | 加仓 |
| RTX | RTX CORPORATION | $30.15万 | 0.08% | 1,563 | 2 | 0.1% | $386 | 加仓 |
| ESML | ISHARES TR | $31.14万 | 0.08% | 6,623 | -144 | -2.1% | -$6,771 | 减仓 |
| TJX | TJX COS INC NEW | $31.17万 | 0.08% | 1,952 | 106 | 5.7% | $1.69万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.48万 | 0.08% | 912 | 5 | 0.6% | $1,726 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.72万 | 0.08% | 3,376 | 9 | 0.3% | $846 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $31.96万 | 0.08% | 4,453 | 9 | 0.2% | $646 | 加仓 |
| SBUX | STARBUCKS CORP | $32.45万 | 0.08% | 3,622 | -1,928 | -34.7% | -$17.27万 | 减仓 |
| ZTS | ZOETIS INC | $34.31万 | 0.09% | 2,902 | 223 | 8.3% | $2.64万 | 加仓 |
| NFLX | NETFLIX INC | $34.73万 | 0.09% | 3,612 | 112 | 3.2% | $1.08万 | 加仓 |
| MS | MORGAN STANLEY | $36.79万 | 0.09% | 2,236 | 29 | 1.3% | $4,772 | 加仓 |
| QUAL | ISHARES TR | $36.83万 | 0.09% | 1,920 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL FINANCIAL | $37.33万 | 0.10% | 8,048 | 361 | 4.7% | $1.67万 | 加仓 |
| DIS | DISNEY WALT CO | $39.54万 | 0.10% | 4,102 | 3 | 0.1% | $289 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.31万 | 0.11% | 3,155 | 2 | 0.1% | $262 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $42.33万 | 0.11% | 719 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $44.61万 | 0.11% | 3,201 | -703 | -18.0% | -$9.80万 | 减仓 |
| PFE | PFIZER INC | $44.63万 | 0.11% | 15,894 | 168 | 1.1% | $4,718 | 加仓 |
| MA | MASTERCARD INCORPORATED | $47.26万 | 0.12% | 946 | -510 | -35.0% | -$25.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.62万 | 0.12% | 6,607 | 8 | 0.1% | $577 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $47.62万 | 0.12% | 9,546 | 9,546 | — | $47.62万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $47.71万 | 0.12% | 5,597 | -711 | -11.3% | -$6.06万 | 减仓 |
| SUB | ISHARES TR | $48.00万 | 0.12% | 4,507 | 4,507 | — | $48.00万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $48.38万 | 0.12% | 6,041 | 41 | 0.7% | $3,283 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $49.28万 | 0.13% | 1,893 | 73 | 4.0% | $1.90万 | 加仓 |
| COP | CONOCOPHILLIPS | $50.81万 | 0.13% | 3,849 | 5 | 0.1% | $660 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $52.00万 | 0.13% | 6,632 | 3,569 | 116.5% | $27.98万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $52.14万 | 0.13% | 22,877 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $52.33万 | 0.13% | 1,487 | 3 | 0.2% | $1,056 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $53.39万 | 0.14% | 3,286 | 233 | 7.6% | $3.79万 | 加仓 |
| T | AT&T INC | $53.74万 | 0.14% | 18,539 | 369 | 2.0% | $1.07万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $54.45万 | 0.14% | 546 | 1 | 0.2% | $997 | 加仓 |
| IEMG | ISHARES INC | $54.65万 | 0.14% | 7,836 | -5,309 | -40.4% | -$37.03万 | 减仓 |
| NTRS | NORTHERN TR CORP | $55.79万 | 0.14% | 3,997 | 77 | 2.0% | $1.07万 | 加仓 |
| IVE | ISHARES TR | $55.93万 | 0.14% | 2,649 | -54 | -2.0% | -$1.14万 | 减仓 |
| META | META PLATFORMS INC | $56.36万 | 0.14% | 985 | 16 | 1.7% | $9,155 | 加仓 |
| PAYX | PAYCHEX INC | $56.94万 | 0.15% | 6,181 | 391 | 6.8% | $3.60万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $57.96万 | 0.15% | 17,285 | 1,221 | 7.6% | $4.09万 | 加仓 |
| SUSA | ISHARES TR | $58.30万 | 0.15% | 4,414 | -47 | -1.1% | -$6,208 | 减仓 |
| GGG | GRACO INC | $59.44万 | 0.15% | 7,022 | 193 | 2.8% | $1.63万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $62.44万 | 0.16% | 1,819 | 41 | 2.3% | $1.41万 | 加仓 |
| ABT | ABBOTT LABS | $63.27万 | 0.16% | 6,162 | 8 | 0.1% | $821 | 加仓 |
| IVW | ISHARES TR | $63.45万 | 0.16% | 5,610 | -115 | -2.0% | -$1.30万 | 减仓 |
| KO | COCA COLA CO | $64.49万 | 0.17% | 8,480 | 44 | 0.5% | $3,346 | 加仓 |
| SNA | SNAP ON INC | $65.87万 | 0.17% | 1,814 | -271 | -13.0% | -$9.84万 | 减仓 |
| LLY | ELI LILLY & CO | $69.69万 | 0.18% | 758 | 265 | 53.8% | $24.36万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $70.10万 | 0.18% | 6,055 | 404 | 7.1% | $4.68万 | 加仓 |
| CAT | CATERPILLAR INC | $71.48万 | 0.18% | 1,009 | 5 | 0.5% | $3,542 | 加仓 |
| NEE | NEXTERA ENERGY INC | $72.72万 | 0.19% | 7,830 | -126 | -1.6% | -$1.17万 | 减仓 |
| GOOG | ALPHABET INC | $73.11万 | 0.19% | 2,549 | 1 | 0.0% | $287 | 加仓 |
| SMH | VANECK ETF TRUST | $73.86万 | 0.19% | 1,926 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $75.45万 | 0.19% | 15,029 | 138 | 0.9% | $6,928 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $76.76万 | 0.20% | 34,361 | 608 | 1.8% | $1.36万 | 加仓 |
| PGR | PROGRESSIVE CORP | $80.80万 | 0.21% | 4,076 | -23 | -0.6% | -$4,560 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.00万 | 0.21% | 12,640 | 1,577 | 14.3% | $10.11万 | 加仓 |
| CB | CHUBB LIMITED | $83.94万 | 0.22% | 2,575 | 227 | 9.7% | $7.40万 | 加仓 |
| ETR | ENTERGY CORP NEW | $85.58万 | 0.22% | 7,617 | 452 | 6.3% | $5.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $86.84万 | 0.22% | 11,793 | 1,863 | 18.8% | $13.72万 | 加仓 |