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 |
|---|---|---|---|---|---|---|---|---|
| WU | WESTERN UN CO | $9.24万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $7.21万 | 0.01% | 12,553 | 2,000 | 19.0% | $1.15万 | 加仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -740,337 | -100.0% | -$678.89万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -7,487 | -100.0% | -$51.02万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,157 | -100.0% | -$28.97万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,363 | -100.0% | -$27.02万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -5,280 | -100.0% | -$26.42万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,815 | -100.0% | -$25.43万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -496 | -100.0% | -$24.77万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -20,077 | -100.0% | -$23.17万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,485 | -100.0% | -$23.07万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -3,439 | -100.0% | -$22.43万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,727 | -100.0% | -$21.52万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,433 | -100.0% | -$21.07万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -875 | -100.0% | -$21.00万 | 清仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $0 | 0.00% | 0 | -938 | -100.0% | -$20.52万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$11.10万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$6.03万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.40万 | 清仓 |