Antonelli Financial Advisors, LLC
GROSSE POINTE MI · SEC CIK 0002055364
$1.45亿2026Q1 申报市值
52持仓数
72.8%前十大占比 · 第一大 19.6%
11 / 1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
EFA 加仓+$189.40万
AIQ 新建仓+$165.60万
VTV 加仓+$126.02万
EMXC 加仓+$124.39万
ARTY 新建仓+$99.00万
2026Q1 卖出最多 按季末市值估算
FDN 减仓-$388.61万
QQQ 减仓-$378.75万
AAPL 减仓-$290.34万
IVV 减仓-$138.57万
VYM 减仓-$68.72万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,842.20万 | 19.64% | 144,864 | 6,423 | 4.6% | $126.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,125.80万 | 14.69% | 36,830 | -6,562 | -15.1% | -$378.75万 | 减仓 |
| EFA | ISHARES TR | $1,468.70万 | 10.15% | 151,215 | 19,500 | 14.8% | $189.40万 | 加仓 |
| AAPL | APPLE INC | $1,200.10万 | 8.29% | 47,286 | -11,440 | -19.5% | -$290.34万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $733.30万 | 5.07% | 98,137 | 6,081 | 6.6% | $45.44万 | 加仓 |
| GOOG | ALPHABET INC | $530.10万 | 3.66% | 18,479 | 1,480 | 8.7% | $42.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $458.90万 | 3.17% | 15,599 | -884 | -5.4% | -$26.01万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $408.30万 | 2.82% | 145,396 | 28,557 | 24.4% | $80.19万 | 加仓 |
| IVV | ISHARES TR | $405.90万 | 2.80% | 6,213 | -2,121 | -25.4% | -$138.57万 | 减仓 |
| AMZN | AMAZON COM INC | $357.60万 | 2.47% | 17,169 | -2,108 | -10.9% | -$43.91万 | 减仓 |
| EMXC | ISHARES INC | $346.50万 | 2.39% | 44,050 | 15,813 | 56.0% | $124.39万 | 加仓 |
| META | META PLATFORMS INC | $335.00万 | 2.31% | 5,855 | -129 | -2.2% | -$7.38万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $247.60万 | 1.71% | 16,717 | -4,640 | -21.7% | -$68.72万 | 减仓 |
| IJH | ISHARES TR | $242.10万 | 1.67% | 35,844 | -4 | -0.0% | -$270 | 减仓 |
| MSFT | MICROSOFT CORP | $210.40万 | 1.45% | 5,685 | -184 | -3.1% | -$6.81万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $206.80万 | 1.43% | 8,838 | -16,608 | -65.3% | -$388.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $167.10万 | 1.15% | 3,488 | -420 | -10.7% | -$20.12万 | 减仓 |
| AIQ | GLOBAL X FDS | $165.60万 | 1.14% | 35,473 | 35,473 | — | $165.60万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $161.10万 | 1.11% | 4,714 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $136.20万 | 0.94% | 21,248 | -120 | -0.6% | -$7,692 | 减仓 |
| AMGN | AMGEN INC | $110.80万 | 0.77% | 3,149 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $107.30万 | 0.74% | 1,077 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $103.90万 | 0.72% | 5,955 | -651 | -9.9% | -$11.36万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $101.50万 | 0.70% | 32,301 | 2,346 | 7.8% | $7.37万 | 加仓 |
| ARTY | ISHARES TR | $99.00万 | 0.68% | 21,281 | 21,281 | — | $99.00万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $91.40万 | 0.63% | 3,182 | -70 | -2.2% | -$2.01万 | 减仓 |
| GOOGL | ALPHABET INC | $81.20万 | 0.56% | 2,825 | -10 | -0.4% | -$2,874 | 减仓 |
| SYK | STRYKER CORPORATION | $71.20万 | 0.49% | 2,168 | -19 | -0.9% | -$6,240 | 减仓 |
| ARKQ | ARK ETF TR | $62.00万 | 0.43% | 5,513 | 5,513 | — | $62.00万 | 新建仓 |
| IWM | ISHARES TR | $61.80万 | 0.43% | 2,491 | -115 | -4.4% | -$2.85万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $60.10万 | 0.42% | 2,746 | 2,746 | — | $60.10万 | 新建仓 |
| CAT | CATERPILLAR INC | $53.30万 | 0.37% | 752 | -301 | -28.6% | -$21.33万 | 减仓 |
| IWF | ISHARES TR | $49.20万 | 0.34% | 1,153 | -89 | -7.2% | -$3.80万 | 减仓 |
| DTE | DTE ENERGY CO | $48.90万 | 0.34% | 3,346 | 3,346 | — | $48.90万 | 新建仓 |
| IYW | ISHARES TR | $45.40万 | 0.31% | 2,503 | -518 | -17.1% | -$9.40万 | 减仓 |
| REM | ISHARES TR | $43.80万 | 0.30% | 20,403 | 20,403 | — | $43.80万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $42.80万 | 0.30% | 19,913 | 19,913 | — | $42.80万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $42.80万 | 0.30% | 4,825 | 4,825 | — | $42.80万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $42.30万 | 0.29% | 9,513 | 9,513 | — | $42.30万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $41.20万 | 0.28% | 690 | -110 | -13.8% | -$6.57万 | 减仓 |
| LOW | LOWES COS INC | $39.60万 | 0.27% | 1,676 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $37.00万 | 0.26% | 3,299 | 36 | 1.1% | $4,038 | 加仓 |
| IWR | ISHARES TR | $36.90万 | 0.25% | 3,800 | -183 | -4.6% | -$1.78万 | 减仓 |
| TJX | TJX COS INC NEW | $32.90万 | 0.23% | 2,059 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $30.30万 | 0.21% | 2,090 | -9 | -0.4% | -$1,305 | 减仓 |
| PG | PROCTER & GAMBLE CO | $30.10万 | 0.21% | 2,086 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $29.00万 | 0.20% | 731 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $27.60万 | 0.19% | 2,051 | 2,051 | — | $27.60万 | 新建仓 |
| HD | HOME DEPOT INC | $25.50万 | 0.18% | 775 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $25.50万 | 0.18% | 2,653 | 2,653 | — | $25.50万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $24.70万 | 0.17% | 815 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $22.60万 | 0.16% | 1,454 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -1,045 | -100.0% | -$34.50万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |