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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -1,474 | -100.0% | -$85.60万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -10,189 | -100.0% | -$63.66万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,939 | -100.0% | -$50.26万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,073 | -100.0% | -$34.96万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -8,441 | -100.0% | -$30.60万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,550 | -100.0% | -$28.51万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,272 | -100.0% | -$23.92万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -877 | -100.0% | -$22.57万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,344 | -100.0% | -$21.56万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -421 | -100.0% | -$21.47万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -303 | -100.0% | -$20.42万 | 清仓 |
| — | TRINSEO PLC | $0 | 0.00% | 0 | -18,023 | -100.0% | -$8,958 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.40万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $6.03万 | 0.01% | 10,000 | -125 | -1.2% | -$754 | 减仓 |
| STLA | STELLANTIS N.V | $7.48万 | 0.01% | 10,553 | 10,553 | — | $7.48万 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $10.04万 | 0.01% | 38,459 | 1,898 | 5.2% | $4,954 | 加仓 |
| WU | WESTERN UN CO | $10.48万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| — | IMMUNIC INC | $11.10万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CA | $11.45万 | 0.01% | 14,240 | 477 | 3.5% | $3,835 | 加仓 |
| MDXG | MIMEDX GROUP INC | $11.73万 | 0.01% | 29,691 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $18.65万 | 0.02% | 11,917 | 8 | 0.1% | $125 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $20.52万 | 0.02% | 938 | 938 | — | $20.52万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $20.73万 | 0.02% | 1,583 | -3,140 | -66.5% | -$41.11万 | 重新持有 |
| MTUM | ISHARES TR | $21.00万 | 0.02% | 875 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.07万 | 0.02% | 1,433 | 35 | 2.5% | $5,147 | 加仓 |
| DVY | ISHARES TR | $21.18万 | 0.02% | 1,399 | -3,365 | -70.6% | -$50.95万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.52万 | 0.02% | 7,727 | 15 | 0.2% | $418 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $21.66万 | 0.02% | 716 | -103 | -12.6% | -$3.12万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.70万 | 0.02% | 642 | -509 | -44.2% | -$17.21万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.78万 | 0.02% | 1,471 | 21 | 1.4% | $3,109 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $22.06万 | 0.02% | 4,248 | 4,248 | — | $22.06万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $22.27万 | 0.02% | 877 | 8 | 0.9% | $2,032 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $22.37万 | 0.02% | 4,532 | -720 | -13.7% | -$3.55万 | 减仓 |
| BRO | BROWN & BROWN INC | $22.43万 | 0.02% | 3,439 | 3,439 | — | $22.43万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $23.04万 | 0.02% | 1,734 | -161 | -8.5% | -$2.14万 | 减仓 |
| PEP | PEPSICO INC | $23.07万 | 0.02% | 1,485 | -5 | -0.3% | -$777 | 减仓 |
| F | FORD MTR CO | $23.17万 | 0.02% | 20,077 | -154 | -0.8% | -$1,777 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $23.71万 | 0.02% | 21,440 | 559 | 2.7% | $6,183 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $23.81万 | 0.02% | 10,029 | 9 | 0.1% | $214 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $24.30万 | 0.02% | 10,161 | 10,161 | — | $24.30万 | 新建仓 |
| IJK | ISHARES TR | $24.31万 | 0.02% | 2,416 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $24.40万 | 0.02% | 2,202 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $24.47万 | 0.02% | 4,049 | 2 | 0.0% | $121 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $24.53万 | 0.02% | 10,676 | 10,676 | — | $24.53万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $24.61万 | 0.02% | 1,268 | 12 | 1.0% | $2,329 | 加仓 |
| BAC | BANK AMERICA CORP | $24.69万 | 0.02% | 5,065 | -236 | -4.5% | -$1.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $24.77万 | 0.02% | 496 | -114 | -18.7% | -$5.69万 | 减仓 |
| CLS | CELESTICA INC | $25.35万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $25.43万 | 0.03% | 4,815 | -584 | -10.8% | -$3.08万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.23万 | 0.03% | 569 | -8 | -1.4% | -$3,688 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.24万 | 0.03% | 1,083 | -318 | -22.7% | -$7.71万 | 减仓 |
| VV | VANGUARD INDEX FDS | $26.38万 | 0.03% | 883 | -68 | -7.2% | -$2.03万 | 减仓 |
| IAGG | ISHARES TR | $26.42万 | 0.03% | 5,280 | 5,280 | — | $26.42万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.53万 | 0.03% | 3,420 | -965 | -22.0% | -$7.49万 | 减仓 |
| PFE | PFIZER INC | $26.57万 | 0.03% | 9,462 | -402 | -4.1% | -$1.13万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.02万 | 0.03% | 1,363 | -76 | -5.3% | -$1.51万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.15万 | 0.03% | 1,963 | -2 | -0.1% | -$277 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $27.59万 | 0.03% | 3,835 | 230 | 6.4% | $1.65万 | 加仓 |
| BLK | BLACKROCK INC | $27.63万 | 0.03% | 287 | -347 | -54.7% | -$33.40万 | 减仓 |
| IWM | ISHARES TR | $27.65万 | 0.03% | 1,115 | 1 | 0.1% | $248 | 加仓 |
| CRWV | COREWEAVE INC | $27.73万 | 0.03% | 3,579 | 600 | 20.1% | $4.65万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.83万 | 0.03% | 824 | -266 | -24.4% | -$8.98万 | 减仓 |
| ABBV | ABBVIE INC | $27.88万 | 0.03% | 1,282 | -877 | -40.6% | -$19.07万 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.37万 | 0.03% | 4,267 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $28.88万 | 0.03% | 2,185 | -6 | -0.3% | -$793 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.97万 | 0.03% | 7,455 | -1,002 | -11.8% | -$3.89万 | 减仓 |
| GDX | VANECK ETF TRUST | $28.97万 | 0.03% | 3,157 | 97 | 3.2% | $8,902 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $29.62万 | 0.03% | 4,337 | 4 | 0.1% | $273 | 加仓 |
| LIN | LINDE PLC | $29.90万 | 0.03% | 603 | -23 | -3.7% | -$1.14万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $30.25万 | 0.03% | 4,682 | 4,682 | — | $30.25万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $30.48万 | 0.03% | 5,118 | 5,118 | — | $30.48万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $31.13万 | 0.03% | 3,179 | 1 | 0.0% | $98 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.18万 | 0.03% | 1,625 | 4 | 0.2% | $768 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $32.46万 | 0.03% | 18,962 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $32.74万 | 0.03% | 6,205 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $32.83万 | 0.03% | 12,484 | 12,484 | — | $32.83万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $34.08万 | 0.03% | 3,674 | 11 | 0.3% | $1,020 | 加仓 |
| ETN | EATON CORP PLC | $35.10万 | 0.04% | 981 | -1,019 | -50.9% | -$36.46万 | 减仓 |
| AMGN | AMGEN INC | $35.12万 | 0.04% | 998 | -12 | -1.2% | -$4,222 | 减仓 |
| IWS | ISHARES TR | $35.27万 | 0.04% | 2,420 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $35.99万 | 0.04% | 5,875 | -174 | -2.9% | -$1.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $36.16万 | 0.04% | 1,479 | -122 | -7.6% | -$2.98万 | 减仓 |
| V | VISA INC | $36.34万 | 0.04% | 1,203 | -2 | -0.2% | -$604 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $37.68万 | 0.04% | 8,895 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.29万 | 0.04% | 4,730 | -480 | -9.2% | -$3.89万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $38.83万 | 0.04% | 2,422 | -1,248 | -34.0% | -$20.01万 | 减仓 |
| ASML | ASML HLDG NV | $38.89万 | 0.04% | 294 | -11 | -3.6% | -$1.45万 | 减仓 |
| MCD | MCDONALDS CORP | $39.21万 | 0.04% | 1,262 | -29 | -2.2% | -$9,010 | 减仓 |
| Q | QNITY ELECTRONICS INC | $39.55万 | 0.04% | 3,428 | -3,161 | -48.0% | -$36.47万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.56万 | 0.04% | 655 | 52 | 8.6% | $3.14万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $41.19万 | 0.04% | 2,547 | -245 | -8.8% | -$3.96万 | 减仓 |
| RTX | RTX CORPORATION | $42.76万 | 0.04% | 2,217 | -55 | -2.4% | -$1.06万 | 减仓 |
| GLW | CORNING INC | $43.73万 | 0.04% | 3,216 | -1,790 | -35.8% | -$24.34万 | 减仓 |
| LOW | LOWES COS INC | $44.16万 | 0.04% | 1,869 | -34 | -1.8% | -$8,034 | 减仓 |
| IJH | ISHARES TR | $44.16万 | 0.04% | 6,540 | -317 | -4.6% | -$2.14万 | 减仓 |
| IWP | ISHARES TR | $44.45万 | 0.04% | 3,470 | 1 | 0.0% | $128 | 加仓 |
| BA | BOEING CO | $44.55万 | 0.04% | 2,238 | -34 | -1.5% | -$6,768 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $44.84万 | 0.05% | 501 | 3 | 0.6% | $2,685 | 加仓 |
| HD | HOME DEPOT INC | $46.35万 | 0.05% | 1,409 | 35 | 2.5% | $1.15万 | 加仓 |
| PSX | PHILLIPS 66 | $47.21万 | 0.05% | 2,591 | 243 | 10.3% | $4.43万 | 加仓 |