Spectrum Investment Advisors, Inc.
MEQUON WI · SEC CIK 0001856042
$2.01亿2026Q1 申报市值
46持仓数
83.5%前十大占比 · 第一大 14.5%
2 / 4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
DFAU 加仓+$114.45万
FIS 新建仓+$98.26万
FELG 加仓+$90.10万
GOVI 加仓+$78.82万
MBB 加仓+$71.07万
2026Q1 卖出最多 按季末市值估算
SCHG 清仓-$33.91万
SCHV 清仓-$28.01万
VPU 清仓-$22.72万
VGK 清仓-$20.86万
MUB 减仓-$17.25万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,395 | -100.0% | -$33.91万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,460 | -100.0% | -$28.01万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,228 | -100.0% | -$22.72万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,495 | -100.0% | -$20.86万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $20.46万 | 0.10% | 222 | 9 | 4.2% | $8,294 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $20.75万 | 0.10% | 705 | -332 | -32.0% | -$9.77万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.90万 | 0.10% | 1,411 | -813 | -36.6% | -$12.04万 | 减仓 |
| GOOG | ALPHABET INC | $23.00万 | 0.11% | 802 | -26 | -3.1% | -$7,455 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $23.17万 | 0.12% | 2,729 | 3 | 0.1% | $255 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.30万 | 0.12% | 2,509 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $23.52万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $23.73万 | 0.12% | 8,185 | 72 | 0.9% | $2,087 | 加仓 |
| USB | US BANCORP | $23.93万 | 0.12% | 4,601 | 829 | 22.0% | $4.31万 | 加仓 |
| MRK | MERCK & CO INC | $25.05万 | 0.12% | 2,083 | 51 | 2.5% | $6,133 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $26.80万 | 0.13% | 1,246 | -655 | -34.5% | -$14.09万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.26万 | 0.14% | 284 | 9 | 3.3% | $8,956 | 加仓 |
| ABT | ABBOTT LABORATORIES | $29.02万 | 0.14% | 2,826 | -1 | -0.0% | -$103 | 减仓 |
| MCD | MCDONALDS CORP | $29.88万 | 0.15% | 961 | 98 | 11.4% | $3.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $36.62万 | 0.18% | 1,141 | 1,141 | — | $36.62万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $39.14万 | 0.19% | 2,016 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $39.55万 | 0.20% | 1,899 | 116 | 6.5% | $2.42万 | 加仓 |
| AVGO | BROADCOM INC | $44.04万 | 0.22% | 1,423 | 48 | 3.5% | $1.49万 | 加仓 |
| — | PIONEER PWR SOLUTIONS INC | $44.69万 | 0.22% | 137,500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $46.88万 | 0.23% | 1,261 | 31 | 2.5% | $1.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $52.46万 | 0.26% | 807 | 100 | 14.1% | $6.50万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $55.86万 | 0.28% | 4,825 | 15 | 0.3% | $1,737 | 加仓 |
| MSFT | MICROSOFT CORP | $63.38万 | 0.31% | 1,712 | -143 | -7.7% | -$5.29万 | 减仓 |
| PEP | PEPSICO INC | $67.37万 | 0.33% | 4,338 | 9 | 0.2% | $1,398 | 加仓 |
| ABBV | ABBVIE INC | $72.03万 | 0.36% | 3,312 | 40 | 1.2% | $8,699 | 加仓 |
| MUB | ISHARES TR | $73.88万 | 0.37% | 6,960 | -1,625 | -18.9% | -$17.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.54万 | 0.43% | 1,806 | -31 | -1.7% | -$1.49万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $98.26万 | 0.49% | 20,947 | 20,947 | — | $98.26万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $112.24万 | 0.56% | 16,173 | 911 | 6.0% | $6.32万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $115.14万 | 0.57% | 6,248 | 415 | 7.1% | $7.65万 | 加仓 |
| ORCL | ORACLE CORP | $148.11万 | 0.74% | 10,068 | 12 | 0.1% | $1,765 | 加仓 |
| NVDA | NVIDIA CORPORATION | $197.36万 | 0.98% | 11,317 | 1,714 | 17.8% | $29.89万 | 加仓 |
| AAPL | APPLE INC | $244.57万 | 1.22% | 9,637 | 928 | 10.7% | $23.55万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $334.64万 | 1.66% | 30,508 | 1,955 | 6.8% | $21.44万 | 加仓 |
| SMTH | ALPS ETF TR | $500.99万 | 2.49% | 194,520 | 13,903 | 7.7% | $35.81万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $507.88万 | 2.52% | 111,328 | 7,376 | 7.1% | $33.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $603.63万 | 3.00% | 21,019 | 882 | 4.4% | $25.33万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $992.80万 | 4.93% | 293,208 | 5,043 | 1.8% | $17.08万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,017.12万 | 5.05% | 46,818 | 1,779 | 3.9% | $38.65万 | 加仓 |
| MBB | ISHARES TR | $1,277.20万 | 6.35% | 134,513 | 7,485 | 5.9% | $71.07万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $1,317.10万 | 6.54% | 482,813 | 28,895 | 6.4% | $78.82万 | 加仓 |
| IXUS | ISHARES TR | $1,826.35万 | 9.07% | 210,797 | 7,029 | 3.4% | $60.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,099.45万 | 10.43% | 35,134 | 863 | 2.5% | $51.57万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,237.55万 | 11.12% | 574,320 | 18,092 | 3.3% | $70.49万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $2,514.84万 | 12.50% | 670,802 | 24,033 | 3.7% | $90.10万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,916.67万 | 14.49% | 646,425 | 25,365 | 4.1% | $114.45万 | 加仓 |