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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | $1.72亿 | 15.39% | 3,413,848 | -179,703 | -5.0% | -$905.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.58亿 | 14.17% | 726,738 | -15,382 | -2.1% | -$335.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.42亿 | 12.71% | 1,649,735 | 16,007 | 1.0% | $137.88万 | 加仓 |
| DGRO | ISHARES TR | $8,385.32万 | 7.50% | 1,106,388 | -157,807 | -12.5% | -$1,196.02万 | 减仓 |
| QUAL | ISHARES TR | $6,079.13万 | 5.44% | 277,042 | -35,773 | -11.4% | -$784.97万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $4,531.07万 | 4.05% | 123,901 | -20,636 | -14.3% | -$754.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $3,710.14万 | 3.32% | 152,687 | -22,251 | -12.7% | -$540.68万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,935.15万 | 2.63% | 431,577 | 285,573 | 195.6% | $1,942.18万 | 加仓 |
| IEFA | ISHARES TR | $2,792.91万 | 2.50% | 289,181 | -42,260 | -12.8% | -$408.15万 | 减仓 |
| IUSG | ISHARES TR | $2,530.54万 | 2.26% | 134,539 | -15,692 | -10.4% | -$295.15万 | 减仓 |
| IUSV | ISHARES TR | $2,104.22万 | 1.88% | 191,032 | -11,981 | -5.9% | -$131.97万 | 减仓 |
| EFA | ISHARES TR | $2,016.28万 | 1.80% | 194,097 | -3,956 | -2.0% | -$41.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,529.88万 | 1.37% | 64,655 | -2,571 | -3.8% | -$60.84万 | 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 |
| NVDA | NVIDIA CORPORATION | $1,190.52万 | 1.06% | 59,499 | -2,542 | -4.1% | -$50.86万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,013.27万 | 0.91% | 122,642 | -4,822 | -3.8% | -$39.84万 | 减仓 |
| AMZN | AMAZON COM INC | $944.40万 | 0.84% | 39,624 | -2,771 | -6.5% | -$66.04万 | 减仓 |
| AAPL | APPLE INC | $878.35万 | 0.79% | 30,355 | -3,010 | -9.0% | -$87.10万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $833.95万 | 0.75% | 158,184 | 88,225 | 126.1% | $465.12万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $831.35万 | 0.74% | 69,785 | -3,127 | -4.3% | -$37.25万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $688.48万 | 0.62% | 31,407 | 15 | 0.0% | $3,288 | 加仓 |
| SHM | SPDR SERIES TRUST | $565.64万 | 0.51% | 117,928 | -15,596 | -11.7% | -$74.81万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $539.00万 | 0.48% | 125,029 | 60,699 | 94.4% | $261.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $536.89万 | 0.48% | 14,393 | 73 | 0.5% | $2.72万 | 加仓 |
| — | ISHARES TR | $499.95万 | 0.45% | 136,115 | 136,115 | — | $499.95万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $490.30万 | 0.44% | 44,937 | -2,516 | -5.3% | -$27.45万 | 减仓 |
| SHLD | GLOBAL X FDS | $489.02万 | 0.44% | 81,899 | 61,247 | 296.6% | $365.71万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $460.04万 | 0.41% | 12,432 | -262 | -2.1% | -$9.70万 | 减仓 |
| LLY | ELI LILLY & CO | $454.76万 | 0.41% | 3,791 | -271 | -6.7% | -$32.51万 | 减仓 |
| IVV | ISHARES TR | $435.08万 | 0.39% | 5,810 | -958 | -14.2% | -$71.74万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $428.63万 | 0.38% | 85,096 | 85,096 | — | $428.63万 | 新建仓 |
| META | META PLATFORMS INC | $423.82万 | 0.38% | 7,524 | 61 | 0.8% | $3.44万 | 加仓 |
| GEV | GE VERNOVA INC | $341.94万 | 0.31% | 2,911 | -82 | -2.7% | -$9.63万 | 减仓 |
| MUB | ISHARES TR | $339.56万 | 0.30% | 31,552 | 5,797 | 22.5% | $62.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $337.62万 | 0.30% | 10,314 | -115 | -1.1% | -$3.76万 | 减仓 |
| GOOGL | ALPHABET INC | $323.14万 | 0.29% | 9,042 | -157 | -1.7% | -$5.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $322.52万 | 0.29% | 5,552 | -855 | -13.3% | -$49.67万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $301.33万 | 0.27% | 107,427 | 107,427 | — | $301.33万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $298.81万 | 0.27% | 50,663 | 45,545 | 889.9% | $268.62万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $291.97万 | 0.26% | 111,311 | 98,827 | 791.6% | $259.22万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $290.77万 | 0.26% | 63,143 | -5,410 | -7.9% | -$24.91万 | 减仓 |
| TSLA | TESLA INC | $286.09万 | 0.26% | 6,802 | 220 | 3.3% | $9.25万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $276.90万 | 0.25% | 55,061 | 55,061 | — | $276.90万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $274.53万 | 0.25% | 2,714 | -283 | -9.4% | -$28.63万 | 减仓 |
| VB | VANGUARD INDEX FDS | $269.16万 | 0.24% | 8,880 | -512 | -5.5% | -$15.52万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $261.77万 | 0.23% | 2,798 | 17 | 0.6% | $1.59万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $251.26万 | 0.22% | 106,829 | 96,153 | 900.6% | $226.15万 | 加仓 |
| QQQ | INVESCO QQQ TR | $244.38万 | 0.22% | 3,319 | 24 | 0.7% | $1.77万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $242.77万 | 0.22% | 33,070 | -633 | -1.9% | -$4.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $232.85万 | 0.21% | 3,390 | 13 | 0.4% | $8,929 | 加仓 |
| SHY | ISHARES TR | $224.21万 | 0.20% | 27,306 | -10,976 | -28.7% | -$90.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $212.65万 | 0.19% | 18,227 | 838 | 4.8% | $9.78万 | 加仓 |
| IVW | ISHARES TR | $190.91万 | 0.17% | 13,881 | -825 | -5.6% | -$11.35万 | 减仓 |
| AMAT | APPLIED MATLS INC | $188.73万 | 0.17% | 2,610 | 478 | 22.4% | $34.56万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $177.34万 | 0.16% | 33,883 | 29,635 | 697.6% | $155.11万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $173.38万 | 0.16% | 33,962 | 3,245 | 10.6% | $16.57万 | 加仓 |
| GOOG | ALPHABET INC | $168.03万 | 0.15% | 4,756 | 7 | 0.1% | $2,473 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $162.18万 | 0.15% | 66,878 | 56,717 | 558.2% | $137.54万 | 加仓 |
| IAU | ISHARES GOLD TR | $161.51万 | 0.14% | 21,389 | 14,009 | 189.8% | $105.78万 | 加仓 |
| AVGO | BROADCOM INC | $160.74万 | 0.14% | 4,255 | -22 | -0.5% | -$8,311 | 减仓 |
| IVE | ISHARES TR | $159.87万 | 0.14% | 7,041 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $154.74万 | 0.14% | 3,092 | -2 | -0.1% | -$1,001 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $151.52万 | 0.14% | 1,313 | 671 | 104.5% | $77.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $150.82万 | 0.13% | 4,504 | 1,915 | 74.0% | $64.12万 | 加仓 |
| IWF | ISHARES TR | $150.37万 | 0.13% | 12,110 | 4,602 | 61.3% | $57.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $150.34万 | 0.13% | 18,659 | 563 | 3.1% | $4.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $149.99万 | 0.13% | 21,051 | -2,138 | -9.2% | -$15.23万 | 减仓 |
| VGT | VANGUARD WORLD FD | $143.68万 | 0.13% | 12,022 | -2 | -0.0% | -$239 | 减仓 |
| NEE | NEXTERA ENERGY INC | $141.39万 | 0.13% | 16,109 | -341 | -2.1% | -$2.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $140.52万 | 0.13% | 3,243 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $140.32万 | 0.13% | 16,414 | -1,737 | -9.6% | -$14.85万 | 减仓 |
| IXN | ISHARES TR | $131.08万 | 0.12% | 9,072 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $130.36万 | 0.12% | 23,508 | 14 | 0.1% | $776 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $125.22万 | 0.11% | 1,677 | -60 | -3.5% | -$4.48万 | 减仓 |
| GE | GE AEROSPACE | $116.89万 | 0.10% | 3,128 | 55 | 1.8% | $2.06万 | 加仓 |
| CAT | CATERPILLAR INC | $115.66万 | 0.10% | 1,086 | -8 | -0.7% | -$8,520 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $115.35万 | 0.10% | 3,807 | -62 | -1.6% | -$1.88万 | 减仓 |
| KO | COCA COLA CO | $111.36万 | 0.10% | 13,702 | -10 | -0.1% | -$813 | 减仓 |
| GLD | SPDR GOLD TR | $111.16万 | 0.10% | 3,018 | -13 | -0.4% | -$4,788 | 减仓 |
| IUSB | ISHARES TR | $109.12万 | 0.10% | 23,646 | 23,646 | — | $109.12万 | 新建仓 |
| AGG | ISHARES TR | $107.52万 | 0.10% | 10,863 | -661 | -5.7% | -$6.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $93.40万 | 0.08% | 2,637 | -1 | -0.0% | -$354 | 减仓 |
| CCJ | CAMECO CORP | $89.60万 | 0.08% | 8,796 | 3,700 | 72.6% | $37.69万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $89.36万 | 0.08% | 1,171 | -590 | -33.5% | -$45.03万 | 减仓 |
| GLW | CORNING INC | $88.75万 | 0.08% | 3,474 | 258 | 8.0% | $6.59万 | 加仓 |
| MGC | VANGUARD WORLD FD | $86.47万 | 0.08% | 3,160 | -461 | -12.7% | -$12.62万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $83.19万 | 0.07% | 26,235 | 1,484 | 6.0% | $4.71万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $82.81万 | 0.07% | 6,222 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $82.47万 | 0.07% | 1,666 | -1 | -0.1% | -$495 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $81.95万 | 0.07% | 50,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $81.36万 | 0.07% | 4,982 | 1,554 | 45.3% | $25.38万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $81.16万 | 0.07% | 2,380 | -42 | -1.7% | -$1.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $77.69万 | 0.07% | 1,869 | -10 | -0.5% | -$4,157 | 减仓 |
| ITOT | ISHARES TR | $76.66万 | 0.07% | 4,667 | 923 | 24.7% | $15.16万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $72.22万 | 0.06% | 2,908 | 1 | 0.0% | $248 | 加仓 |
| PG | PROCTER & GAMBLE CO | $71.51万 | 0.06% | 4,877 | 192 | 4.1% | $2.82万 | 加仓 |
| IWO | ISHARES TR | $70.55万 | 0.06% | 1,791 | -29 | -1.6% | -$1.14万 | 减仓 |
| IJR | ISHARES TR | $69.09万 | 0.06% | 4,658 | 552 | 13.4% | $8.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $68.57万 | 0.06% | 2,700 | 1,221 | 82.6% | $31.01万 | 加仓 |
| IWN | ISHARES TR | $67.09万 | 0.06% | 3,033 | 11 | 0.4% | $2,433 | 加仓 |