VOISARD ASSET MANAGEMENT GROUP, INC.
Grand Rapids MI · SEC CIK 0002011215
$5.29亿2026Q2 申报市值
111持仓数
72.3%前十大占比 · 第一大 14.9%
10 / 5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
SPTI 加仓+$591.69万
JAAA 加仓+$429.39万
GEV 加仓+$368.17万
JCPB 加仓+$361.60万
SPTM 加仓+$260.54万
2026Q2 卖出最多 按季末市值估算
SLQD 减仓-$684.53万
MBB 减仓-$404.79万
MU 减仓-$55.75万
VCRM 减仓-$45.99万
AKRE 减仓-$39.52万
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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $7,889.47万 | 14.93% | 868,980 | 28,697 | 3.4% | $260.54万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $5,802.63万 | 10.98% | 636,183 | -100 | -0.0% | -$9,121 | 减仓 |
| SPTI | SPDR SERIES TRUST | $5,563.34万 | 10.53% | 1,959,613 | 208,415 | 11.9% | $591.69万 | 加仓 |
| IUSG | ISHARES TR | $4,125.45万 | 7.81% | 219,334 | 4,415 | 2.1% | $83.04万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,042.85万 | 7.65% | 861,280 | 77,034 | 9.8% | $361.60万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,686.16万 | 6.97% | 1,330,742 | 25,485 | 2.0% | $70.59万 | 加仓 |
| SLQD | ISHARES TR | $1,985.00万 | 3.76% | 394,083 | -135,900 | -25.6% | -$684.53万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,984.09万 | 3.75% | 493,433 | -4,525 | -0.9% | -$18.20万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,660.27万 | 3.14% | 285,270 | 9,021 | 3.3% | $52.50万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,464.20万 | 2.77% | 289,998 | 85,044 | 41.5% | $429.39万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,414.38万 | 2.68% | 113,368 | 2,126 | 1.9% | $26.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,336.10万 | 2.53% | 17,892 | -52 | -0.3% | -$3.88万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $935.66万 | 1.77% | 90,797 | 648 | 0.7% | $6.68万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $919.77万 | 1.74% | 269,529 | 6,917 | 2.6% | $23.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $549.33万 | 1.04% | 4,759 | -483 | -9.2% | -$55.75万 | 减仓 |
| SUB | ISHARES TR | $508.50万 | 0.96% | 47,760 | -332 | -0.7% | -$3.53万 | 减仓 |
| ITOT | ISHARES TR | $439.18万 | 0.83% | 26,735 | -82 | -0.3% | -$1.35万 | 减仓 |
| GEV | GE VERNOVA INC | $437.72万 | 0.83% | 3,726 | 3,134 | 529.4% | $368.17万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $380.44万 | 0.72% | 29,703 | -24 | -0.1% | -$3,074 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $367.15万 | 0.69% | 124,752 | -3,344 | -2.6% | -$9.84万 | 减仓 |
| AAPL | APPLE INC | $329.78万 | 0.62% | 11,397 | 21 | 0.2% | $6,076 | 加仓 |
| MUB | ISHARES TR | $272.19万 | 0.51% | 25,292 | -311 | -1.2% | -$3.35万 | 减仓 |
| BOXX | EA SERIES TRUST | $254.52万 | 0.48% | 21,737 | 5,806 | 36.4% | $67.98万 | 加仓 |
| IWF | ISHARES TR | $237.61万 | 0.45% | 19,136 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $235.46万 | 0.45% | 6,300 | 31 | 0.5% | $1.16万 | 加仓 |
| AAUA | EA SERIES TRUST | $219.73万 | 0.42% | 38,601 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $212.86万 | 0.40% | 5,956 | -138 | -2.3% | -$4.93万 | 减仓 |
| IXUS | ISHARES TR | $207.76万 | 0.39% | 21,768 | -61 | -0.3% | -$5,822 | 减仓 |
| IVV | ISHARES TR | $205.27万 | 0.39% | 2,741 | -27 | -1.0% | -$2.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $199.03万 | 0.38% | 5,336 | 926 | 21.0% | $34.54万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $198.68万 | 0.38% | 37,354 | -7,430 | -16.6% | -$39.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $192.62万 | 0.36% | 9,627 | 730 | 8.2% | $14.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $166.67万 | 0.32% | 5,092 | -111 | -2.1% | -$3.63万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $164.92万 | 0.31% | 44,731 | -752 | -1.7% | -$2.77万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $162.28万 | 0.31% | 41,041 | -283 | -0.7% | -$1.12万 | 减仓 |
| VO | VANGUARD INDEX FDS | $156.85万 | 0.30% | 19,468 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $152.79万 | 0.29% | 4,324 | -554 | -11.4% | -$19.58万 | 减仓 |
| MBB | ISHARES TR | $150.40万 | 0.28% | 15,912 | -42,827 | -72.9% | -$404.79万 | 减仓 |
| SHM | SPDR SERIES TRUST | $136.92万 | 0.26% | 28,545 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $124.44万 | 0.24% | 33,779 | 66 | 0.2% | $2,431 | 加仓 |
| SPYM | SPDR SERIES TRUST | $123.59万 | 0.23% | 14,063 | -319 | -2.2% | -$2.80万 | 减仓 |
| AVGO | BROADCOM INC | $123.30万 | 0.23% | 3,264 | -74 | -2.2% | -$2.80万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $122.80万 | 0.23% | 20,572 | -20 | -0.1% | -$1,194 | 减仓 |
| AMZN | AMAZON COM INC | $102.70万 | 0.19% | 4,309 | -641 | -12.9% | -$15.28万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $99.02万 | 0.19% | 2,285 | 44 | 2.0% | $1.91万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $97.37万 | 0.18% | 41,355 | -5,819 | -12.3% | -$13.70万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $93.20万 | 0.18% | 10,820 | -160 | -1.5% | -$1.38万 | 减仓 |
| SPYI | NEOS ETF TRUST | $90.25万 | 0.17% | 17,000 | 7,000 | 70.0% | $37.16万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $89.05万 | 0.17% | 16,187 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $88.99万 | 0.17% | 24,629 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $86.03万 | 0.16% | 1,481 | 132 | 9.8% | $7.67万 | 加仓 |
| — | EXXON MOBIL CORP | $80.66万 | 0.15% | 5,899 | -521 | -8.1% | -$7.12万 | 减仓 |
| META | META PLATFORMS INC | $78.91万 | 0.15% | 1,401 | -31 | -2.2% | -$1.75万 | 减仓 |
| LLY | ELI LILLY & CO | $73.37万 | 0.14% | 612 | 30 | 5.2% | $3.60万 | 加仓 |
| IEFA | ISHARES TR | $71.94万 | 0.14% | 7,449 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $68.72万 | 0.13% | 8,695 | -3,261 | -27.3% | -$25.77万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $65.81万 | 0.12% | 3,093 | -75 | -2.4% | -$1.60万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $63.05万 | 0.12% | 32,146 | 59 | 0.2% | $1,157 | 加仓 |
| SPSM | SPDR SERIES TRUST | $59.67万 | 0.11% | 10,346 | -167 | -1.6% | -$9,631 | 减仓 |
| IEMG | ISHARES INC | $57.79万 | 0.11% | 6,976 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $55.68万 | 0.11% | 27,342 | 14 | 0.1% | $285 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $54.47万 | 0.10% | 5,800 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $52.33万 | 0.10% | 26,801 | -1,669 | -5.9% | -$3.26万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $51.82万 | 0.10% | 21,920 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.36万 | 0.10% | 7,209 | 130 | 1.8% | $9,263 | 加仓 |
| VOO | VANGUARD INDEX FDS | $50.10万 | 0.09% | 729 | -33 | -4.3% | -$2.27万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $47.11万 | 0.09% | 7,988 | -2,695 | -25.2% | -$15.90万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.59万 | 0.09% | 1,795 | 105 | 6.2% | $2.67万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $45.09万 | 0.09% | 1,045 | 1,045 | — | $45.09万 | 新建仓 |
| ETN | EATON CORP PLC | $45.08万 | 0.09% | 1,058 | -2 | -0.2% | -$852 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $44.01万 | 0.08% | 19,173 | -2,463 | -11.4% | -$5.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $43.52万 | 0.08% | 1,176 | 134 | 12.9% | $4.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.07万 | 0.08% | 11,103 | -2,238 | -16.8% | -$8.68万 | 减仓 |
| XVV | ISHARES TR | $40.83万 | 0.08% | 7,189 | -38 | -0.5% | -$2,158 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.28万 | 0.08% | 2,430 | 100 | 4.3% | $1.66万 | 加仓 |
| MCD | MCDONALDS CORP | $35.43万 | 0.07% | 1,311 | -25 | -1.9% | -$6,757 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $34.59万 | 0.07% | 15,480 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $33.48万 | 0.06% | 1,124 | 1,124 | — | $33.48万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $32.55万 | 0.06% | 450 | 450 | — | $32.55万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $32.24万 | 0.06% | 7,816 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $31.99万 | 0.06% | 1,016 | 3 | 0.3% | $944 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $31.89万 | 0.06% | 935 | 935 | — | $31.89万 | 新建仓 |
| IWM | ISHARES TR | $31.88万 | 0.06% | 1,061 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $31.65万 | 0.06% | 2,266 | 2,266 | — | $31.65万 | 新建仓 |
| IVW | ISHARES TR | $31.52万 | 0.06% | 2,292 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $31.32万 | 0.06% | 10,816 | -281 | -2.5% | -$8,138 | 减仓 |
| IJR | ISHARES TR | $31.32万 | 0.06% | 2,112 | 5 | 0.2% | $742 | 加仓 |
| AGG | ISHARES TR | $30.75万 | 0.06% | 3,107 | -2,475 | -44.3% | -$24.50万 | 减仓 |
| BAC | BANK OF AMER CORP | $30.09万 | 0.06% | 5,281 | 518 | 10.9% | $2.95万 | 加仓 |
| V | VISA INC | $30.05万 | 0.06% | 876 | 48 | 5.8% | $1.65万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $29.89万 | 0.06% | 582 | 33 | 6.0% | $1.69万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $29.54万 | 0.06% | 3,202 | -249 | -7.2% | -$2.30万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $29.37万 | 0.06% | 8,099 | -28 | -0.3% | -$1,015 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $28.69万 | 0.05% | 3,755 | -6,020 | -61.6% | -$45.99万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.21万 | 0.05% | 1,003 | 104 | 11.6% | $2.92万 | 加仓 |
| TSLA | TESLA INC | $27.19万 | 0.05% | 646 | 66 | 11.4% | $2.78万 | 加仓 |
| HD | HOME DEPOT INC | $26.70万 | 0.05% | 757 | 757 | — | $26.70万 | 新建仓 |
| IWD | ISHARES TR | $26.42万 | 0.05% | 1,090 | 92 | 9.2% | $2.23万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $25.80万 | 0.05% | 1,605 | 7 | 0.4% | $1,125 | 加仓 |
| C | CITIGROUP INC | $25.09万 | 0.05% | 1,793 | 1,793 | — | $25.09万 | 新建仓 |