Strategies Wealth Advisors, LLC
GRAND RAPIDS MI · SEC CIK 0001976435
$11.18亿2026Q2 申报市值
202持仓数
70.0%前十大占比 · 第一大 15.4%
26 / 17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
DYNF 加仓+$1,942.18万
ISHARES TR 新建仓+$499.95万
BAI 加仓+$465.12万
BLCR 新建仓+$428.63万
SHLD 加仓+$365.71万
2026Q2 卖出最多 按季末市值估算
DGRO 减仓-$1,196.02万
SPDW 减仓-$905.52万
QUAL 减仓-$784.97万
VBK 减仓-$754.66万
ISHARES TR 清仓-$678.89万
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 |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | $833.95万 | 0.75% | 158,184 | 88,225 | 126.1% | $465.12万 | 加仓 |
| AAPL | APPLE INC | $878.35万 | 0.79% | 30,355 | -3,010 | -9.0% | -$87.10万 | 减仓 |
| AMZN | AMAZON COM INC | $944.40万 | 0.84% | 39,624 | -2,771 | -6.5% | -$66.04万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,013.27万 | 0.91% | 122,642 | -4,822 | -3.8% | -$39.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,190.52万 | 1.06% | 59,499 | -2,542 | -4.1% | -$50.86万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1,270.72万 | 1.14% | 141,035 | -4,056 | -2.8% | -$36.54万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,529.88万 | 1.37% | 64,655 | -2,571 | -3.8% | -$60.84万 | 减仓 |
| EFA | ISHARES TR | $2,016.28万 | 1.80% | 194,097 | -3,956 | -2.0% | -$41.09万 | 减仓 |
| IUSV | ISHARES TR | $2,104.22万 | 1.88% | 191,032 | -11,981 | -5.9% | -$131.97万 | 减仓 |
| IUSG | ISHARES TR | $2,530.54万 | 2.26% | 134,539 | -15,692 | -10.4% | -$295.15万 | 减仓 |
| IEFA | ISHARES TR | $2,792.91万 | 2.50% | 289,181 | -42,260 | -12.8% | -$408.15万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,935.15万 | 2.63% | 431,577 | 285,573 | 195.6% | $1,942.18万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,710.14万 | 3.32% | 152,687 | -22,251 | -12.7% | -$540.68万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $4,531.07万 | 4.05% | 123,901 | -20,636 | -14.3% | -$754.66万 | 减仓 |
| QUAL | ISHARES TR | $6,079.13万 | 5.44% | 277,042 | -35,773 | -11.4% | -$784.97万 | 减仓 |
| DGRO | ISHARES TR | $8,385.32万 | 7.50% | 1,106,388 | -157,807 | -12.5% | -$1,196.02万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.42亿 | 12.71% | 1,649,735 | 16,007 | 1.0% | $137.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.58亿 | 14.17% | 726,738 | -15,382 | -2.1% | -$335.22万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.72亿 | 15.39% | 3,413,848 | -179,703 | -5.0% | -$905.52万 | 减仓 |