VOISARD ASSET MANAGEMENT GROUP, INC.
Grand Rapids MI · SEC CIK 0002011215
$4.69亿2026Q1 申报市值
104持仓数
73.1%前十大占比 · 第一大 14.2%
9 / 4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
JAAA 新建仓+$1,032.35万
SPTI 加仓+$717.35万
JCPB 加仓+$613.98万
SPTM 加仓+$387.93万
IUSG 加仓+$219.53万
2026Q1 卖出最多 按季末市值估算
SLQD 减仓-$1,615.51万
MBB 减仓-$905.87万
AKRE 减仓-$131.80万
VCSH 减仓-$65.15万
SUB 减仓-$47.55万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $6,643.28万 | 14.17% | 840,283 | 49,068 | 6.2% | $387.93万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,129.08万 | 10.94% | 636,283 | 15,213 | 2.4% | $122.63万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $5,018.93万 | 10.71% | 1,751,198 | 250,298 | 16.7% | $717.35万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,692.23万 | 7.88% | 784,246 | 130,413 | 19.9% | $613.98万 | 加仓 |
| IUSG | ISHARES TR | $3,333.62万 | 7.11% | 214,919 | 14,153 | 7.0% | $219.53万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,230.51万 | 6.89% | 1,305,257 | 33,391 | 2.6% | $82.64万 | 加仓 |
| SLQD | ISHARES TR | $2,675.89万 | 5.71% | 529,983 | -319,967 | -37.6% | -$1,615.51万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,686.09万 | 3.60% | 497,958 | 5,538 | 1.1% | $18.75万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,617.16万 | 3.45% | 276,249 | 11,321 | 4.3% | $66.27万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,228.89万 | 2.62% | 111,242 | 1,758 | 1.6% | $19.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,166.95万 | 2.49% | 17,944 | -324 | -1.8% | -$21.07万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,032.35万 | 2.20% | 204,954 | 204,954 | — | $1,032.35万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $900.23万 | 1.92% | 90,149 | 187 | 0.2% | $1.87万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $846.14万 | 1.81% | 262,612 | 7,353 | 2.9% | $23.69万 | 加仓 |
| MBB | ISHARES TR | $557.72万 | 1.19% | 58,739 | -95,405 | -61.9% | -$905.87万 | 减仓 |
| SUB | ISHARES TR | $512.18万 | 1.09% | 48,092 | -4,465 | -8.5% | -$47.55万 | 减仓 |
| ITOT | ISHARES TR | $381.95万 | 0.81% | 26,817 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $330.51万 | 0.71% | 29,727 | 1,010 | 3.5% | $11.23万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $328.44万 | 0.70% | 128,096 | -5,935 | -4.4% | -$15.22万 | 减仓 |
| AAPL | APPLE INC | $288.72万 | 0.62% | 11,376 | 823 | 7.8% | $20.89万 | 加仓 |
| MUB | ISHARES TR | $271.78万 | 0.58% | 25,603 | -981 | -3.7% | -$10.41万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $236.68万 | 0.50% | 44,784 | -24,939 | -35.8% | -$131.80万 | 减仓 |
| IWF | ISHARES TR | $203.99万 | 0.44% | 4,784 | 95 | 2.0% | $4.05万 | 加仓 |
| IXUS | ISHARES TR | $189.13万 | 0.40% | 21,829 | 531 | 2.5% | $4.60万 | 加仓 |
| AAUA | EA SERIES TRUST | $188.92万 | 0.40% | 38,601 | 38,601 | — | $188.92万 | 新建仓 |
| BOXX | EA SERIES TRUST | $185.26万 | 0.40% | 15,931 | 5,302 | 49.9% | $61.66万 | 加仓 |
| IVV | ISHARES TR | $180.81万 | 0.39% | 2,768 | 17 | 0.6% | $1.11万 | 加仓 |
| GE | GE AEROSPACE | $177.89万 | 0.38% | 6,269 | -3 | -0.0% | -$851 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $177.10万 | 0.38% | 5,242 | 580 | 12.4% | $19.59万 | 加仓 |
| GOOGL | ALPHABET INC | $175.24万 | 0.37% | 6,094 | 44 | 0.7% | $1.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $163.26万 | 0.35% | 4,410 | -357 | -7.5% | -$13.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $155.17万 | 0.33% | 8,897 | 1,183 | 15.3% | $20.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $153.04万 | 0.33% | 5,203 | 156 | 3.1% | $4.59万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $147.57万 | 0.31% | 41,324 | 626 | 1.5% | $2.24万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $140.82万 | 0.30% | 45,483 | -4,789 | -9.5% | -$14.83万 | 减仓 |
| GOOG | ALPHABET INC | $139.93万 | 0.30% | 4,878 | 228 | 4.9% | $6.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $139.77万 | 0.30% | 4,867 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $136.53万 | 0.29% | 28,545 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $114.52万 | 0.24% | 33,713 | 306 | 0.9% | $1.04万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $111.45万 | 0.24% | 47,174 | 1,899 | 4.2% | $4.49万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $111.30万 | 0.24% | 20,592 | -13 | -0.1% | -$703 | 减仓 |
| SPYM | SPDR SERIES TRUST | $110.08万 | 0.23% | 14,382 | -152 | -1.0% | -$1.16万 | 减仓 |
| — | EXXON MOBIL CORP | $108.93万 | 0.23% | 6,420 | 37 | 0.6% | $6,278 | 加仓 |
| AVGO | BROADCOM INC | $103.31万 | 0.22% | 3,338 | 170 | 5.4% | $5.26万 | 加仓 |
| AMZN | AMAZON COM INC | $103.09万 | 0.22% | 4,950 | 673 | 15.7% | $14.02万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $94.78万 | 0.20% | 11,956 | -8,219 | -40.7% | -$65.15万 | 减仓 |
| META | META PLATFORMS INC | $81.92万 | 0.17% | 1,432 | 173 | 13.7% | $9.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $79.93万 | 0.17% | 1,830 | 123 | 7.2% | $5.37万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $78.44万 | 0.17% | 16,187 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $73.46万 | 0.16% | 9,775 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $71.62万 | 0.15% | 24,629 | -1,464 | -5.6% | -$4.26万 | 减仓 |
| IEFA | ISHARES TR | $67.44万 | 0.14% | 7,449 | -411 | -5.2% | -$3.72万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.62万 | 0.14% | 10,683 | 1,015 | 10.5% | $6.04万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $62.97万 | 0.13% | 32,087 | 21,655 | 207.6% | $42.50万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $60.80万 | 0.13% | 3,168 | -720 | -18.5% | -$13.82万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $55.81万 | 0.12% | 27,328 | 27,328 | — | $55.81万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $55.60万 | 0.12% | 28,470 | 201 | 0.7% | $3,926 | 加仓 |
| AGG | ISHARES TR | $55.41万 | 0.12% | 5,582 | -2 | -0.0% | -$199 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $53.80万 | 0.11% | 5,800 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $53.57万 | 0.11% | 582 | 35 | 6.4% | $3.22万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $51.85万 | 0.11% | 21,920 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $51.64万 | 0.11% | 592 | 17 | 3.0% | $1.48万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $50.80万 | 0.11% | 10,513 | -1,180 | -10.1% | -$5.70万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $50.14万 | 0.11% | 21,636 | -3,516 | -14.0% | -$8.15万 | 减仓 |
| SPYI | NEOS ETF TRUST | $49.37万 | 0.11% | 10,000 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $48.66万 | 0.10% | 6,976 | -8 | -0.1% | -$558 | 减仓 |
| CVX | CHEVRON CORPORATION | $48.21万 | 0.10% | 2,330 | 283 | 13.8% | $5.86万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $47.88万 | 0.10% | 2,241 | 68 | 3.1% | $1.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $46.75万 | 0.10% | 13,341 | -20 | -0.1% | -$701 | 减仓 |
| VOO | VANGUARD INDEX FDS | $45.56万 | 0.10% | 762 | 372 | 95.4% | $22.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.36万 | 0.10% | 7,079 | -328 | -4.4% | -$2.10万 | 减仓 |
| MCD | MCDONALDS CORP | $41.52万 | 0.09% | 1,336 | -2 | -0.1% | -$622 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $41.31万 | 0.09% | 1,690 | -94 | -5.3% | -$2.30万 | 减仓 |
| ETN | EATON CORP PLC | $37.91万 | 0.08% | 1,060 | 31 | 3.0% | $1.11万 | 加仓 |
| XVV | ISHARES TR | $35.57万 | 0.08% | 7,227 | 15 | 0.2% | $738 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $34.62万 | 0.07% | 15,480 | 6,346 | 69.5% | $14.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.43万 | 0.07% | 1,042 | -3 | -0.3% | -$962 | 减仓 |
| SYK | STRYKER CORPORATION | $33.28万 | 0.07% | 1,013 | 93 | 10.1% | $3.06万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.43万 | 0.07% | 3,451 | -2,403 | -41.0% | -$22.58万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $30.45万 | 0.06% | 7,816 | 477 | 6.5% | $1.86万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $27.85万 | 0.06% | 11,097 | 96 | 0.9% | $2,410 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $27.44万 | 0.06% | 1,349 | 131 | 10.8% | $2.66万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $27.43万 | 0.06% | 549 | 6 | 1.1% | $2,998 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $26.78万 | 0.06% | 8,127 | -1,165 | -12.5% | -$3.84万 | 减仓 |
| IWM | ISHARES TR | $26.31万 | 0.06% | 1,061 | -100 | -8.6% | -$2.48万 | 减仓 |
| IJR | ISHARES TR | $26.19万 | 0.06% | 2,107 | 92 | 4.6% | $1.14万 | 加仓 |
| IVW | ISHARES TR | $25.92万 | 0.06% | 2,292 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.03万 | 0.05% | 828 | -239 | -22.4% | -$7.22万 | 减仓 |
| BAC | BANK AMERICA CORP | $23.22万 | 0.05% | 4,763 | -2,376 | -33.3% | -$11.58万 | 减仓 |
| IJH | ISHARES TR | $23.04万 | 0.05% | 3,412 | 3,412 | — | $23.04万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $23.01万 | 0.05% | 10,450 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $22.68万 | 0.05% | 4,189 | 27 | 0.6% | $1,462 | 重新持有 |
| WTFC | WINTRUST FINL CORP | $22.20万 | 0.05% | 1,598 | 6 | 0.4% | $833 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.79万 | 0.05% | 899 | -2 | -0.2% | -$485 | 减仓 |
| NEM | NEWMONT CORP | $21.67万 | 0.05% | 2,002 | 2,002 | — | $21.67万 | 新建仓 |
| TSLA | TESLA INC | $21.58万 | 0.05% | 580 | 580 | — | $21.58万 | 新建仓 |
| IWD | ISHARES TR | $21.32万 | 0.05% | 998 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $21.32万 | 0.05% | 1,476 | 1,476 | — | $21.32万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $20.52万 | 0.04% | 4,025 | -4,000 | -49.8% | -$20.39万 | 减仓 |
| UNIT | UNITI GROUP LLC | $13.60万 | 0.03% | 14,500 | 1,000 | 7.4% | $9,380 | 加仓 |