Strategies Wealth Advisors, LLC
GRAND RAPIDS MI · SEC CIK 0001976435
$9.95亿2026Q1 申报市值
193持仓数
73.6%前十大占比 · 第一大 16.5%
17 / 12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
DYNF 新建仓+$849.45万
QUAL 加仓+$499.32万
VUG 加仓+$442.82万
VTV 加仓+$277.66万
SHY 加仓+$245.07万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$610.40万
IUSG 减仓-$268.87万
DGRO 减仓-$240.52万
MSFT 减仓-$117.34万
VBR 减仓-$113.73万
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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $47.57万 | 0.05% | 10,140 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $47.71万 | 0.05% | 3,839 | -906 | -19.1% | -$11.26万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.83万 | 0.05% | 1,879 | -368 | -16.4% | -$9.96万 | 减仓 |
| SLV | ISHARES SILVER TR | $51.02万 | 0.05% | 7,487 | 7,487 | — | $51.02万 | 新建仓 |
| IJR | ISHARES TR | $51.04万 | 0.05% | 4,106 | -352 | -7.9% | -$4.38万 | 减仓 |
| NFLX | NETFLIX INC. | $51.70万 | 0.05% | 5,377 | 972 | 22.1% | $9.35万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $51.83万 | 0.05% | 11,997 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $53.30万 | 0.05% | 3,141 | -340 | -9.8% | -$5.77万 | 减仓 |
| ITOT | ISHARES TR | $53.32万 | 0.05% | 3,744 | -125 | -3.2% | -$1.78万 | 减仓 |
| VDC | VANGUARD WORLD FD | $54.90万 | 0.06% | 2,444 | 11 | 0.5% | $2,471 | 加仓 |
| CCJ | CAMECO CORP | $55.35万 | 0.06% | 5,096 | 5,096 | — | $55.35万 | 新建仓 |
| MBWM | MERCANTILE BK CORP | $56.05万 | 0.06% | 11,100 | 130 | 1.2% | $6,565 | 加仓 |
| IWO | ISHARES TR | $57.12万 | 0.06% | 1,820 | -485 | -21.0% | -$15.22万 | 减仓 |
| IWN | ISHARES TR | $57.30万 | 0.06% | 3,022 | -426 | -12.4% | -$8.08万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $57.60万 | 0.06% | 6,240 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $59.82万 | 0.06% | 1,667 | 4 | 0.2% | $1,435 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $60.67万 | 0.06% | 8,078 | -386 | -4.6% | -$2.90万 | 减仓 |
| SO | SOUTHERN CO | $61.23万 | 0.06% | 6,343 | -16 | -0.3% | -$1,544 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $61.46万 | 0.06% | 12,144 | -1,464 | -10.8% | -$7.41万 | 减仓 |
| VLO | VALERO ENERGY CORP | $63.84万 | 0.06% | 2,584 | -218 | -7.8% | -$5.39万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $64.88万 | 0.07% | 2,589 | -1,243 | -32.4% | -$31.15万 | 减仓 |
| IAU | ISHARES GOLD TR | $65.06万 | 0.07% | 7,380 | 3,894 | 111.7% | $34.33万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $65.30万 | 0.07% | 50,000 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $66.84万 | 0.07% | 13,282 | 1,512 | 12.8% | $7.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $67.68万 | 0.07% | 4,685 | -522 | -10.0% | -$7.54万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $68.75万 | 0.07% | 1,761 | -459 | -20.7% | -$17.92万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $69.28万 | 0.07% | 3,243 | 1 | 0.0% | $214 | 加仓 |
| COP | CONOCOPHILLIPS | $70.06万 | 0.07% | 5,307 | -981 | -15.6% | -$12.95万 | 减仓 |
| FDG | AMERICAN CENTY ETF TR | $70.96万 | 0.07% | 6,222 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $72.87万 | 0.07% | 2,132 | 2,132 | — | $72.87万 | 新建仓 |
| IDEV | ISHARES TR | $75.40万 | 0.08% | 9,022 | -1,346 | -13.0% | -$11.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $75.94万 | 0.08% | 24,751 | 364 | 1.5% | $1.12万 | 加仓 |
| CAT | CATERPILLAR INC | $77.49万 | 0.08% | 1,094 | 240 | 28.1% | $17.00万 | 加仓 |
| IWF | ISHARES TR | $80.06万 | 0.08% | 1,877 | -54 | -2.8% | -$2.30万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $81.17万 | 0.08% | 2,907 | -2 | -0.1% | -$558 | 减仓 |
| CVX | CHEVRON CORPORATION | $83.65万 | 0.08% | 4,043 | 157 | 4.0% | $3.25万 | 加仓 |
| MGC | VANGUARD WORLD FD | $85.57万 | 0.09% | 3,621 | -538 | -12.9% | -$12.71万 | 减仓 |
| GE | GE AEROSPACE | $87.21万 | 0.09% | 3,073 | 613 | 24.9% | $17.40万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $90.55万 | 0.09% | 2,638 | -281 | -9.6% | -$9.65万 | 减仓 |
| IXN | ISHARES TR | $90.69万 | 0.09% | 9,072 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $90.84万 | 0.09% | 21,810 | -291 | -1.3% | -$1.21万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $91.94万 | 0.09% | 3,869 | -583 | -13.1% | -$13.85万 | 减仓 |
| KO | COCA COLA CO | $104.28万 | 0.10% | 13,712 | -159 | -1.1% | -$1.21万 | 减仓 |
| VGT | VANGUARD WORLD FD | $104.84万 | 0.11% | 1,503 | -131 | -8.0% | -$9.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $112.94万 | 0.11% | 1,737 | -140 | -7.5% | -$9.10万 | 减仓 |
| AGG | ISHARES TR | $114.39万 | 0.11% | 11,524 | 6,929 | 150.8% | $68.78万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $120.04万 | 0.12% | 23,494 | 14 | 0.1% | $715 | 加仓 |
| SYK | STRYKER CORPORATION | $123.70万 | 0.12% | 3,765 | -96 | -2.5% | -$3.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $129.93万 | 0.13% | 4,524 | 14 | 0.3% | $4,021 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $130.34万 | 0.13% | 6,407 | -1,094 | -14.6% | -$22.26万 | 减仓 |
| GLD | SPDR GOLD TR | $130.40万 | 0.13% | 3,031 | 553 | 22.3% | $23.79万 | 加仓 |
| AVGO | BROADCOM INC | $132.39万 | 0.13% | 4,277 | 210 | 5.2% | $6.50万 | 加仓 |
| GOOG | ALPHABET INC | $136.22万 | 0.14% | 4,749 | 537 | 12.7% | $15.40万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $139.96万 | 0.14% | 18,151 | -631 | -3.4% | -$4.87万 | 减仓 |
| SHLD | GLOBAL X FDS | $146.30万 | 0.15% | 20,652 | 20,652 | — | $146.30万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.28万 | 0.15% | 3,094 | -114 | -3.6% | -$5.46万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $148.60万 | 0.15% | 23,189 | -2,340 | -9.2% | -$14.99万 | 减仓 |
| IVE | ISHARES TR | $148.67万 | 0.15% | 7,041 | -480 | -6.4% | -$10.14万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $152.79万 | 0.15% | 16,450 | -2,705 | -14.1% | -$25.12万 | 减仓 |
| IVW | ISHARES TR | $166.34万 | 0.17% | 14,706 | -1,207 | -7.6% | -$13.65万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $181.33万 | 0.18% | 30,717 | 12,866 | 72.1% | $75.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $190.17万 | 0.19% | 3,295 | -373 | -10.2% | -$21.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $201.82万 | 0.20% | 3,377 | -393 | -10.4% | -$23.49万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $230.51万 | 0.23% | 69,959 | 69,959 | — | $230.51万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $233.00万 | 0.23% | 64,330 | 64,330 | — | $233.00万 | 新建仓 |
| TSLA | TESLA INC | $244.70万 | 0.25% | 6,582 | 357 | 5.7% | $13.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $245.99万 | 0.25% | 9,392 | 6 | 0.1% | $1,571 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $248.19万 | 0.25% | 33,703 | 451 | 1.4% | $3.32万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $253.59万 | 0.25% | 2,997 | 662 | 28.4% | $56.01万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $254.37万 | 0.26% | 17,389 | 2,405 | 16.1% | $35.18万 | 加仓 |
| GEV | GE VERNOVA INC | $261.29万 | 0.26% | 2,993 | 10 | 0.3% | $8,730 | 加仓 |
| GOOGL | ALPHABET INC | $264.52万 | 0.27% | 9,199 | 569 | 6.6% | $16.36万 | 加仓 |
| MUB | ISHARES TR | $273.39万 | 0.27% | 25,755 | 215 | 0.8% | $2.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $277.09万 | 0.28% | 2,781 | -115 | -4.0% | -$11.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $306.79万 | 0.31% | 10,429 | 165 | 1.6% | $4.85万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $315.82万 | 0.32% | 68,553 | 7 | 0.0% | $322 | 加仓 |
| SHY | ISHARES TR | $316.09万 | 0.32% | 38,282 | 29,681 | 345.1% | $245.07万 | 加仓 |
| LLY | ELI LILLY & CO | $373.61万 | 0.38% | 4,062 | 104 | 2.6% | $9.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $407.23万 | 0.41% | 12,694 | -400 | -3.1% | -$12.83万 | 减仓 |
| META | META PLATFORMS INC | $426.98万 | 0.43% | 7,463 | -307 | -4.0% | -$17.56万 | 减仓 |
| IVV | ISHARES TR | $442.07万 | 0.44% | 6,768 | 77 | 1.2% | $5.03万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $448.81万 | 0.45% | 47,453 | -1,573 | -3.2% | -$14.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $530.08万 | 0.53% | 14,320 | -3,170 | -18.1% | -$117.34万 | 减仓 |
| SHM | SPDR SERIES TRUST | $638.65万 | 0.64% | 133,524 | 5,421 | 4.2% | $25.93万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $639.74万 | 0.64% | 31,392 | 1 | 0.0% | $204 | 加仓 |
| — | ISHARES TR | $678.89万 | 0.68% | 740,337 | -18,657 | -2.5% | -$17.11万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $704.47万 | 0.71% | 72,912 | -1,697 | -2.3% | -$16.40万 | 减仓 |
| AAPL | APPLE INC | $846.78万 | 0.85% | 33,365 | -64 | -0.2% | -$1.62万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $849.45万 | 0.85% | 146,004 | 146,004 | — | $849.45万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $866.08万 | 0.87% | 21,244 | -821 | -3.7% | -$33.47万 | 减仓 |
| AMZN | AMAZON COM INC | $882.96万 | 0.89% | 42,395 | 1,194 | 2.9% | $24.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,081.99万 | 1.09% | 62,041 | 472 | 0.8% | $8.23万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,090.94万 | 1.10% | 145,091 | -10,784 | -6.9% | -$81.08万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,445.77万 | 1.45% | 67,226 | -1,543 | -2.2% | -$33.18万 | 减仓 |
| EFA | ISHARES TR | $1,923.69万 | 1.93% | 198,053 | -11,156 | -5.3% | -$108.36万 | 减仓 |
| IUSV | ISHARES TR | $2,075.81万 | 2.09% | 203,013 | -7,533 | -3.6% | -$77.03万 | 减仓 |
| IUSG | ISHARES TR | $2,330.24万 | 2.34% | 150,231 | -17,334 | -10.3% | -$268.87万 | 减仓 |
| IEFA | ISHARES TR | $3,000.54万 | 3.01% | 331,441 | -67,425 | -16.9% | -$610.40万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,800.52万 | 3.82% | 174,938 | -5,235 | -2.9% | -$113.73万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $4,368.62万 | 4.39% | 144,537 | -3,243 | -2.2% | -$98.02万 | 减仓 |