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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,902 | -100.0% | -$34.31万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$24.82万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -721 | -100.0% | -$20.47万 | 清仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $12.31万 | 0.03% | 11,955 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.07万 | 0.04% | 5,460 | 77 | 1.4% | $2,830 | 加仓 |
| BDX | BECTON DICKINSON & CO | $20.27万 | 0.04% | 1,339 | 3 | 0.2% | $454 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $20.28万 | 0.05% | 7,421 | 7,421 | — | $20.28万 | 新建仓 |
| HSY | HERSHEY CO | $20.53万 | 0.05% | 1,170 | 1,170 | — | $20.53万 | 新建仓 |
| EMR | EMERSON ELEC CO | $20.63万 | 0.05% | 1,441 | 1,441 | — | $20.63万 | 新建仓 |
| ORCL | ORACLE CORP | $21.89万 | 0.05% | 1,494 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $22.53万 | 0.05% | 550 | 0 | 0.0% | — | 重新持有 |
| DE | DEERE & CO | $22.73万 | 0.05% | 358 | 2 | 0.6% | $1,270 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $22.92万 | 0.05% | 8,345 | 18 | 0.2% | $494 | 加仓 |
| LOW | LOWES COS INC | $23.04万 | 0.05% | 1,045 | 1,045 | — | $23.04万 | 新建仓 |
| GE | GE AEROSPACE | $23.52万 | 0.05% | 629 | 629 | — | $23.52万 | 新建仓 |
| NET | CLOUDFLARE INC | $23.77万 | 0.05% | 969 | -1 | -0.1% | -$245 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.88万 | 0.05% | 411 | 411 | — | $23.88万 | 新建仓 |
| PSX | PHILLIPS 66 | $24.06万 | 0.05% | 1,423 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $24.29万 | 0.05% | 2,518 | 0 | 0.0% | — | 不变 |
| VGUS | VANGUARD INSTL INDEX FD | $24.30万 | 0.05% | 3,212 | 3,212 | — | $24.30万 | 新建仓 |
| IJK | ISHARES TR | $24.35万 | 0.05% | 2,072 | 1 | 0.0% | $118 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.85万 | 0.06% | 8,580 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $24.88万 | 0.06% | 3,435 | 3,435 | — | $24.88万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $25.71万 | 0.06% | 3,329 | 111 | 3.4% | $8,574 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $25.76万 | 0.06% | 4,768 | -300 | -5.9% | -$1.62万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $25.76万 | 0.06% | 819 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $25.89万 | 0.06% | 256 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $26.10万 | 0.06% | 865 | 865 | — | $26.10万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.42万 | 0.06% | 3,700 | 88 | 2.4% | $6,283 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $26.59万 | 0.06% | 915 | 3 | 0.3% | $872 | 加仓 |
| SPGI | S&P GLOBAL INC | $26.97万 | 0.06% | 662 | 172 | 35.1% | $7.01万 | 加仓 |
| BAC | BANK OF AMER CORP | $27.09万 | 0.06% | 4,755 | 27 | 0.6% | $1,538 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.16万 | 0.06% | 6,123 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $27.30万 | 0.06% | 3,607 | 3,607 | — | $27.30万 | 新建仓 |
| USB | US BANCORP | $27.34万 | 0.06% | 4,527 | -2 | -0.0% | -$121 | 重新持有 |
| DFAU | DIMENSIONAL ETF TRUST | $27.71万 | 0.06% | 5,361 | 451 | 9.2% | $2.33万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.32万 | 0.06% | 2,635 | 10 | 0.4% | $1,075 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.60万 | 0.06% | 688 | 4 | 0.6% | $1,663 | 重新持有 |
| SGOV | ISHARES TR | $28.81万 | 0.06% | 2,862 | 2,862 | — | $28.81万 | 新建仓 |
| MMM | 3M CO | $29.02万 | 0.06% | 1,792 | -9 | -0.5% | -$1,458 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.44万 | 0.07% | 1,863 | 329 | 21.4% | $5.20万 | 加仓 |
| IGRO | ISHARES TR | $29.61万 | 0.07% | 3,367 | 6 | 0.2% | $528 | 加仓 |
| RTX | RTX CORPORATION | $29.63万 | 0.07% | 1,562 | -1 | -0.1% | -$190 | 减仓 |
| APH | AMPHENOL CORP | $30.09万 | 0.07% | 1,707 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $30.12万 | 0.07% | 2,930 | 197 | 7.2% | $2.03万 | 加仓 |
| KLAC | KLA CORP | $30.29万 | 0.07% | 1,004 | 1,004 | — | $30.29万 | 新建仓 |
| INTC | INTEL CORP | $30.67万 | 0.07% | 2,196 | 2,196 | — | $30.67万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $31.23万 | 0.07% | 3,385 | 9 | 0.3% | $830 | 加仓 |
| CMI | CUMMINS INC | $31.45万 | 0.07% | 441 | 58 | 15.1% | $4.14万 | 加仓 |
| MRK | MERCK & CO INC | $31.77万 | 0.07% | 2,472 | 246 | 11.1% | $3.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $32.09万 | 0.07% | 1,604 | 45 | 2.9% | $9,003 | 加仓 |
| ARCC | ARES CAPITAL CORP | $32.68万 | 0.07% | 17,638 | 2,682 | 17.9% | $4.97万 | 加仓 |
| BA | BOEING CO | $32.90万 | 0.07% | 1,520 | 88 | 6.1% | $1.90万 | 加仓 |
| AVGO | BROADCOM INC | $33.13万 | 0.07% | 877 | 6 | 0.7% | $2,267 | 加仓 |
| WRB | BERKLEY W R CORP | $33.29万 | 0.07% | 4,720 | 1,224 | 35.0% | $8.63万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $34.04万 | 0.08% | 4,462 | 9 | 0.2% | $687 | 加仓 |
| PFE | PFIZER INC | $35.77万 | 0.08% | 14,856 | -1,038 | -6.5% | -$2.50万 | 减仓 |
| TJX | TJX COS INC NEW | $36.37万 | 0.08% | 2,401 | 449 | 23.0% | $6.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $36.50万 | 0.08% | 985 | 985 | — | $36.50万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $36.62万 | 0.08% | 7,766 | -282 | -3.5% | -$1.33万 | 减仓 |
| SBUX | STARBUCKS CORP | $37.01万 | 0.08% | 3,622 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $37.06万 | 0.08% | 6,626 | 3 | 0.0% | $168 | 加仓 |
| T | AT&T INC | $38.76万 | 0.09% | 18,723 | 184 | 1.0% | $3,809 | 加仓 |
| DIS | DISNEY WALT CO | $39.48万 | 0.09% | 4,102 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $39.54万 | 0.09% | 1,349 | 327 | 32.0% | $9.59万 | 加仓 |
| MAS | MASCO CORP | $39.74万 | 0.09% | 4,884 | 1,319 | 37.0% | $10.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $39.95万 | 0.09% | 3,162 | -39 | -1.2% | -$4,927 | 减仓 |
| COP | CONOCOPHILLIPS | $40.07万 | 0.09% | 3,854 | 5 | 0.1% | $520 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.01万 | 0.09% | 3,240 | 85 | 2.7% | $1.08万 | 加仓 |
| QUAL | ISHARES TR | $42.13万 | 0.09% | 1,920 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $45.76万 | 0.10% | 3,341 | 55 | 1.7% | $7,532 | 加仓 |
| ABT | ABBOTT LABORATORIES | $45.86万 | 0.10% | 5,055 | -1,107 | -18.0% | -$10.04万 | 减仓 |
| MS | MORGAN STANLEY | $46.81万 | 0.10% | 2,239 | 3 | 0.1% | $627 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $49.65万 | 0.11% | 861 | 142 | 19.7% | $8.19万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $50.36万 | 0.11% | 5,567 | -474 | -7.8% | -$4.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.04万 | 0.11% | 546 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $51.12万 | 0.11% | 1,819 | 417 | 29.7% | $11.72万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $53.04万 | 0.12% | 6,808 | 176 | 2.7% | $1.37万 | 加仓 |
| GGG | GRACO INC | $53.09万 | 0.12% | 7,022 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $53.97万 | 0.12% | 1,490 | 3 | 0.2% | $1,087 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.74万 | 0.12% | 2,024 | 131 | 6.9% | $3.54万 | 加仓 |
| META | META PLATFORMS INC | $55.65万 | 0.12% | 988 | 3 | 0.3% | $1,690 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $55.94万 | 0.12% | 6,824 | 217 | 3.3% | $1.78万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $58.82万 | 0.13% | 6,416 | 819 | 14.6% | $7.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $59.22万 | 0.13% | 1,153 | 207 | 21.9% | $10.63万 | 加仓 |
| IVE | ISHARES TR | $60.19万 | 0.13% | 2,651 | 2 | 0.1% | $454 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $64.30万 | 0.14% | 15,187 | 158 | 1.1% | $6,690 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $64.45万 | 0.14% | 1,819 | 0 | 0.0% | — | 不变 |
| CIVB | CIVISTA BANCSHARES INC | $64.56万 | 0.14% | 22,877 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $65.33万 | 0.14% | 7,887 | 51 | 0.7% | $4,225 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $65.52万 | 0.15% | 20,493 | 3,208 | 18.6% | $10.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $66.34万 | 0.15% | 7,559 | -271 | -3.5% | -$2.38万 | 减仓 |
| PAYX | PAYCHEX INC | $68.72万 | 0.15% | 6,989 | 808 | 13.1% | $7.95万 | 加仓 |
| SUSA | ISHARES TR | $71.01万 | 0.16% | 4,602 | 188 | 4.3% | $2.90万 | 加仓 |
| GLD | SPDR GOLD TR | $74.67万 | 0.17% | 2,027 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $76.46万 | 0.17% | 10,416 | -1,377 | -11.7% | -$10.11万 | 减仓 |
| KO | COCA COLA CO | $77.06万 | 0.17% | 9,482 | 1,002 | 11.8% | $8.14万 | 加仓 |
| IVW | ISHARES TR | $77.18万 | 0.17% | 5,612 | 2 | 0.0% | $275 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $77.22万 | 0.17% | 34,642 | 281 | 0.8% | $6,264 | 加仓 |
| NTRS | NORTHERN TR CORP | $79.65万 | 0.18% | 4,582 | 585 | 14.6% | $10.17万 | 加仓 |