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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $7,990.52万 | 20.47% | 243,176 | -9,000 | -3.6% | -$295.73万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,142.28万 | 8.05% | 443,136 | 407,062 | 1,128.4% | $2,886.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,478.66万 | 6.35% | 41,480 | -2,713 | -6.1% | -$162.12万 | 减仓 |
| IJR | ISHARES TR | $1,812.96万 | 4.65% | 145,841 | -24,510 | -14.4% | -$304.68万 | 减仓 |
| AAPL | APPLE INC | $1,536.70万 | 3.94% | 60,550 | -2,508 | -4.0% | -$63.65万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,481.35万 | 3.80% | 192,108 | -559 | -0.3% | -$4.31万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,177.05万 | 3.02% | 54,731 | 101 | 0.2% | $2.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,139.57万 | 2.92% | 58,082 | -1,681 | -2.8% | -$32.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,102.81万 | 2.83% | 25,248 | -630 | -2.4% | -$27.52万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,070.98万 | 2.74% | 33,384 | -157 | -0.5% | -$5.04万 | 减仓 |
| QQQ | INVESCO QQQ TR | $936.16万 | 2.40% | 16,220 | 20 | 0.1% | $1.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $673.84万 | 1.73% | 18,203 | 187 | 1.0% | $6.92万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $630.59万 | 1.62% | 161,857 | 145,503 | 889.7% | $566.88万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $538.94万 | 1.38% | 134,099 | 8,279 | 6.6% | $33.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $442.76万 | 1.13% | 16,904 | 41 | 0.2% | $1.07万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $416.20万 | 1.07% | 120,953 | 13,704 | 12.8% | $47.16万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $411.71万 | 1.05% | 70,329 | 5,703 | 8.8% | $33.39万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $384.54万 | 0.99% | 5,913 | 17 | 0.3% | $1.11万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $362.95万 | 0.93% | 45,787 | 30,893 | 207.4% | $244.89万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $322.61万 | 0.83% | 105,153 | 1,002 | 1.0% | $3.07万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $318.50万 | 0.82% | 63,974 | 17,042 | 36.3% | $84.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $314.14万 | 0.80% | 10,939 | 170 | 1.6% | $4.88万 | 加仓 |
| IVV | ISHARES TR | $307.32万 | 0.79% | 4,705 | -298 | -6.0% | -$19.46万 | 减仓 |
| WMT | WALMART INC | $292.89万 | 0.75% | 23,567 | 10 | 0.0% | $1,243 | 加仓 |
| VXF | VANGUARD INDEX FDS | $273.03万 | 0.70% | 13,267 | -216 | -1.6% | -$4.45万 | 减仓 |
| IEFA | ISHARES TR | $236.24万 | 0.61% | 26,095 | -10,477 | -28.6% | -$94.85万 | 减仓 |
| MCD | MCDONALDS CORP | $224.68万 | 0.58% | 7,229 | 46 | 0.6% | $1.43万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $212.72万 | 0.55% | 72,133 | 272 | 0.4% | $8,021 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $205.06万 | 0.53% | 3,325 | 12 | 0.4% | $7,401 | 加仓 |
| VGT | VANGUARD WORLD FD | $204.32万 | 0.52% | 2,928 | -18 | -0.6% | -$1.26万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $190.38万 | 0.49% | 53,031 | 1,145 | 2.2% | $4.11万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $186.22万 | 0.48% | 70,914 | 2,022 | 2.9% | $5.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $179.22万 | 0.46% | 7,394 | 2 | 0.0% | $485 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $173.20万 | 0.44% | 25,609 | 25,609 | — | $173.20万 | 新建仓 |
| PG | PROCTER AND GAMBLE CO | $170.59万 | 0.44% | 11,811 | 81 | 0.7% | $1.17万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $165.81万 | 0.42% | 55,624 | 275 | 0.5% | $8,198 | 加仓 |
| PEP | PEPSICO INC | $165.06万 | 0.42% | 10,629 | 2 | 0.0% | $311 | 加仓 |
| SO | SOUTHERN CO | $164.54万 | 0.42% | 17,047 | 1,140 | 7.2% | $11.00万 | 加仓 |
| — | EXXON MOBIL CORP | $164.32万 | 0.42% | 9,685 | -750 | -7.2% | -$12.72万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $163.16万 | 0.42% | 27,399 | -1,866 | -6.4% | -$11.11万 | 减仓 |
| CVX | CHEVRON CORP NEW | $155.24万 | 0.40% | 7,503 | 140 | 1.9% | $2.90万 | 加仓 |
| GOOGL | ALPHABET INC | $154.63万 | 0.40% | 5,377 | 137 | 2.6% | $3.94万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $153.65万 | 0.39% | 39,992 | 397 | 1.0% | $1.53万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $146.57万 | 0.38% | 16,569 | -1,321 | -7.4% | -$11.69万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $146.06万 | 0.37% | 34,335 | 7,776 | 29.3% | $33.08万 | 加仓 |
| AMZN | AMAZON COM INC | $142.02万 | 0.36% | 6,819 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $135.75万 | 0.35% | 4,615 | 18 | 0.4% | $5,295 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $131.64万 | 0.34% | 7,962 | 14 | 0.2% | $2,315 | 加仓 |
| IJH | ISHARES TR | $130.39万 | 0.33% | 19,308 | -2,690 | -12.2% | -$18.17万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $121.08万 | 0.31% | 2,003 | -143 | -6.7% | -$8.64万 | 减仓 |
| ABBV | ABBVIE INC | $109.59万 | 0.28% | 5,039 | 37 | 0.7% | $8,047 | 加仓 |
| HD | HOME DEPOT INC | $108.00万 | 0.28% | 3,284 | -179 | -5.2% | -$5.89万 | 减仓 |
| LIN | LINDE PLC | $106.84万 | 0.27% | 2,155 | 156 | 7.8% | $7.73万 | 加仓 |
| CSCO | CISCO SYS INC | $103.88万 | 0.27% | 13,388 | -1,141 | -7.9% | -$8.85万 | 减仓 |
| ADI | ANALOG DEVICES INC | $99.81万 | 0.26% | 3,137 | 189 | 6.4% | $6.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $97.71万 | 0.25% | 14,806 | -292 | -1.9% | -$1.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $96.89万 | 0.25% | 3,964 | 1 | 0.0% | $244 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $96.61万 | 0.25% | 13,582 | 16 | 0.1% | $1,138 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.98万 | 0.24% | 1,982 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $94.68万 | 0.24% | 2,322 | 52 | 2.3% | $2.12万 | 加仓 |
| FAST | FASTENAL CO | $94.00万 | 0.24% | 20,258 | 586 | 3.0% | $2.72万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $90.12万 | 0.23% | 1,007 | 45 | 4.7% | $4.03万 | 加仓 |
| GLD | SPDR GOLD TR | $87.22万 | 0.22% | 2,027 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $86.84万 | 0.22% | 11,793 | 1,863 | 18.8% | $13.72万 | 加仓 |
| ETR | ENTERGY CORP NEW | $85.58万 | 0.22% | 7,617 | 452 | 6.3% | $5.08万 | 加仓 |
| CB | CHUBB LIMITED | $83.94万 | 0.22% | 2,575 | 227 | 9.7% | $7.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $81.00万 | 0.21% | 12,640 | 1,577 | 14.3% | $10.11万 | 加仓 |
| PGR | PROGRESSIVE CORP | $80.80万 | 0.21% | 4,076 | -23 | -0.6% | -$4,560 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $76.76万 | 0.20% | 34,361 | 608 | 1.8% | $1.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $75.45万 | 0.19% | 15,029 | 138 | 0.9% | $6,928 | 加仓 |
| SMH | VANECK ETF TRUST | $73.86万 | 0.19% | 1,926 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $73.11万 | 0.19% | 2,549 | 1 | 0.0% | $287 | 加仓 |
| NEE | NEXTERA ENERGY INC | $72.72万 | 0.19% | 7,830 | -126 | -1.6% | -$1.17万 | 减仓 |
| CAT | CATERPILLAR INC | $71.48万 | 0.18% | 1,009 | 5 | 0.5% | $3,542 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $70.10万 | 0.18% | 6,055 | 404 | 7.1% | $4.68万 | 加仓 |
| LLY | ELI LILLY & CO | $69.69万 | 0.18% | 758 | 265 | 53.8% | $24.36万 | 加仓 |
| SNA | SNAP ON INC | $65.87万 | 0.17% | 1,814 | -271 | -13.0% | -$9.84万 | 减仓 |
| KO | COCA COLA CO | $64.49万 | 0.17% | 8,480 | 44 | 0.5% | $3,346 | 加仓 |
| IVW | ISHARES TR | $63.45万 | 0.16% | 5,610 | -115 | -2.0% | -$1.30万 | 减仓 |
| ABT | ABBOTT LABS | $63.27万 | 0.16% | 6,162 | 8 | 0.1% | $821 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $62.44万 | 0.16% | 1,819 | 41 | 2.3% | $1.41万 | 加仓 |
| GGG | GRACO INC | $59.44万 | 0.15% | 7,022 | 193 | 2.8% | $1.63万 | 加仓 |
| SUSA | ISHARES TR | $58.30万 | 0.15% | 4,414 | -47 | -1.1% | -$6,208 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $57.96万 | 0.15% | 17,285 | 1,221 | 7.6% | $4.09万 | 加仓 |
| PAYX | PAYCHEX INC | $56.94万 | 0.15% | 6,181 | 391 | 6.8% | $3.60万 | 加仓 |
| META | META PLATFORMS INC | $56.36万 | 0.14% | 985 | 16 | 1.7% | $9,155 | 加仓 |
| IVE | ISHARES TR | $55.93万 | 0.14% | 2,649 | -54 | -2.0% | -$1.14万 | 减仓 |
| NTRS | NORTHERN TR CORP | $55.79万 | 0.14% | 3,997 | 77 | 2.0% | $1.07万 | 加仓 |
| IEMG | ISHARES INC | $54.65万 | 0.14% | 7,836 | -5,309 | -40.4% | -$37.03万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $54.45万 | 0.14% | 546 | 1 | 0.2% | $997 | 加仓 |
| T | AT&T INC | $53.74万 | 0.14% | 18,539 | 369 | 2.0% | $1.07万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $53.39万 | 0.14% | 3,286 | 233 | 7.6% | $3.79万 | 加仓 |
| AMGN | AMGEN INC | $52.33万 | 0.13% | 1,487 | 3 | 0.2% | $1,056 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $52.14万 | 0.13% | 22,877 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $52.00万 | 0.13% | 6,632 | 3,569 | 116.5% | $27.98万 | 加仓 |
| COP | CONOCOPHILLIPS | $50.81万 | 0.13% | 3,849 | 5 | 0.1% | $660 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $49.28万 | 0.13% | 1,893 | 73 | 4.0% | $1.90万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $48.38万 | 0.12% | 6,041 | 41 | 0.7% | $3,283 | 加仓 |
| SUB | ISHARES TR | $48.00万 | 0.12% | 4,507 | 4,507 | — | $48.00万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $47.71万 | 0.12% | 5,597 | -711 | -11.3% | -$6.06万 | 减仓 |