jvl associates llc
WYOMING MI · SEC CIK 0001915765
$2.98亿2026Q1 申报市值
63持仓数
73.9%前十大占比 · 第一大 17.1%
2 / 2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
VOO 加仓+$1,782.77万
IVV 加仓+$96.94万
IJH 加仓+$63.30万
MBWM 加仓+$26.96万
COKE 新建仓+$20.98万
2026Q1 卖出最多 按季末市值估算
ITOT 减仓-$1,461.79万
QQQM 减仓-$166.98万
FVD 清仓-$80.15万
VTI 减仓-$77.89万
QQQ 减仓-$42.94万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $5,093.71万 | 17.08% | 357,629 | -102,632 | -22.3% | -$1,461.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,606.97万 | 15.45% | 143,604 | -2,428 | -1.7% | -$77.89万 | 减仓 |
| IJH | ISHARES TR | $2,077.44万 | 6.96% | 307,633 | 9,373 | 3.1% | $63.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,850.00万 | 6.20% | 30,960 | 29,835 | 2,652.0% | $1,782.77万 | 加仓 |
| IJR | ISHARES TR | $1,769.15万 | 5.93% | 142,317 | 1,055 | 0.7% | $13.11万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,540.00万 | 5.16% | 26,681 | -744 | -2.7% | -$42.94万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,521.05万 | 5.10% | 52,965 | -500 | -0.9% | -$14.36万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,214.34万 | 4.07% | 19,689 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1,195.38万 | 4.01% | 47,101 | -26 | -0.1% | -$6,599 | 减仓 |
| IVV | ISHARES TR | $1,171.99万 | 3.93% | 17,942 | 1,484 | 9.0% | $96.94万 | 加仓 |
| IWV | ISHARES TR | $1,079.68万 | 3.62% | 29,127 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $941.65万 | 3.16% | 110,900 | -3,145 | -2.8% | -$26.70万 | 减仓 |
| GOOGL | ALPHABET INC | $436.66万 | 1.46% | 15,185 | 452 | 3.1% | $13.00万 | 加仓 |
| IWF | ISHARES TR | $388.54万 | 1.30% | 9,112 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $345.50万 | 1.16% | 13,191 | -10 | -0.1% | -$2,619 | 减仓 |
| MBWM | MERCANTILE BK CORP | $330.82万 | 1.11% | 65,508 | 5,339 | 8.9% | $26.96万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $322.30万 | 1.08% | 29,574 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $302.27万 | 1.01% | 10,537 | 131 | 1.3% | $3.76万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $270.96万 | 0.91% | 11,403 | -7,027 | -38.1% | -$166.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $252.06万 | 0.85% | 18,966 | 580 | 3.2% | $7.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $236.43万 | 0.79% | 13,557 | -148 | -1.1% | -$2.58万 | 减仓 |
| IWM | ISHARES TR | $233.52万 | 0.78% | 9,416 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $218.18万 | 0.73% | 10,211 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $211.82万 | 0.71% | 6,750 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $165.25万 | 0.55% | 4,464 | 380 | 9.3% | $14.07万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $154.55万 | 0.52% | 12,319 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $134.90万 | 0.45% | 21,796 | -116 | -0.5% | -$7,179 | 减仓 |
| AMZN | AMAZON COM INC | $117.44万 | 0.39% | 5,639 | 32 | 0.6% | $6,665 | 加仓 |
| GLD | SPDR GOLD TR | $100.86万 | 0.34% | 2,344 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.06万 | 0.32% | 1,477 | -97 | -6.2% | -$6.31万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $80.51万 | 0.27% | 4,060 | 141 | 3.6% | $2.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $74.85万 | 0.25% | 1,498 | -3 | -0.2% | -$1,499 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $73.44万 | 0.25% | 6,625 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.24% | 1 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $71.43万 | 0.24% | 2,428 | 363 | 17.6% | $10.68万 | 加仓 |
| CTAS | CINTAS CORP | $68.84万 | 0.23% | 4,070 | 4 | 0.1% | $677 | 加仓 |
| META | META PLATFORMS INC | $67.28万 | 0.23% | 1,176 | 101 | 9.4% | $5.78万 | 加仓 |
| AVGO | BROADCOM INC | $64.35万 | 0.22% | 2,079 | -66 | -3.1% | -$2.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $60.91万 | 0.20% | 1,394 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $52.34万 | 0.18% | 569 | 22 | 4.0% | $2.02万 | 加仓 |
| TSLA | TESLA INC | $50.18万 | 0.17% | 1,350 | 25 | 1.9% | $9,293 | 加仓 |
| GNTX | GENTEX CORP | $48.67万 | 0.16% | 22,273 | 158 | 0.7% | $3,452 | 加仓 |
| CAT | CATERPILLAR INC | $48.46万 | 0.16% | 684 | 31 | 4.7% | $2.20万 | 加仓 |
| HD | HOME DEPOT INC | $47.36万 | 0.16% | 1,440 | -39 | -2.6% | -$1.28万 | 减仓 |
| IJT | ISHARES TR | $47.18万 | 0.16% | 3,260 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $44.67万 | 0.15% | 1,307 | 18 | 1.4% | $6,152 | 加仓 |
| VTV | VANGUARD INDEX FDS | $43.43万 | 0.15% | 2,213 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.79万 | 0.14% | 872 | 63 | 7.8% | $3.02万 | 加仓 |
| — | EXXON MOBIL CORP | $34.08万 | 0.11% | 2,009 | 194 | 10.7% | $3.29万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.45万 | 0.11% | 5,064 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $31.74万 | 0.11% | 1,050 | -11 | -1.0% | -$3,325 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $30.14万 | 0.10% | 1,233 | -7 | -0.6% | -$1,711 | 减仓 |
| WMT | WALMART INC | $27.79万 | 0.09% | 2,236 | 187 | 9.1% | $2.32万 | 加仓 |
| EFA | ISHARES TR | $27.15万 | 0.09% | 2,795 | 356 | 14.6% | $3.46万 | 加仓 |
| ABBV | ABBVIE INC | $26.10万 | 0.09% | 1,200 | 54 | 4.7% | $1.17万 | 加仓 |
| IWR | ISHARES TR | $26.02万 | 0.09% | 2,676 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $25.52万 | 0.09% | 2,848 | -25 | -0.9% | -$2,240 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $23.54万 | 0.08% | 1,090 | -25 | -2.2% | -$5,399 | 减仓 |
| SYK | STRYKER CORPORATION | $23.13万 | 0.08% | 704 | -9 | -1.3% | -$2,957 | 减仓 |
| COKE | COCA COLA CONS INC | $20.98万 | 0.07% | 1,094 | 1,094 | — | $20.98万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.92万 | 0.07% | 963 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $20.45万 | 0.07% | 2,127 | 1,922 | 937.6% | $18.48万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $20.00万 | 0.07% | 592 | 592 | — | $20.00万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -17,394 | -100.0% | -$80.15万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,037 | -100.0% | -$20.21万 | 清仓 |