Antonelli Financial Advisors, LLC
GROSSE POINTE MI · SEC CIK 0002055364
$1.46亿2026Q2 申报市值
53持仓数
70.1%前十大占比 · 第一大 16.7%
3 / 4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
AVGO 新建仓+$71.40万
NDAQ 新建仓+$64.20万
MU 新建仓+$43.30万
AMZN 加仓+$12.16万
JPM 加仓+$2.78万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$812.01万
VTV 减仓-$726.76万
EFA 减仓-$149.79万
FDN 减仓-$76.16万
AAPL 减仓-$58.22万
2026Q2 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 | $2,430.20万 | 16.66% | 111,515 | -33,349 | -23.0% | -$726.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,900.10万 | 13.03% | 25,803 | -11,027 | -29.9% | -$812.01万 | 减仓 |
| EFA | ISHARES TR | $1,421.00万 | 9.74% | 136,795 | -14,420 | -9.5% | -$149.79万 | 减仓 |
| AAPL | APPLE INC | $1,310.00万 | 8.98% | 45,274 | -2,012 | -4.3% | -$58.22万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $723.90万 | 4.96% | 96,194 | -1,943 | -2.0% | -$14.62万 | 减仓 |
| GOOG | ALPHABET INC | $643.70万 | 4.41% | 18,218 | -261 | -1.4% | -$9.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $513.40万 | 3.52% | 15,684 | 85 | 0.5% | $2.78万 | 加仓 |
| EMXC | ISHARES INC | $446.20万 | 3.06% | 43,616 | -434 | -1.0% | -$4.44万 | 减仓 |
| AMZN | AMAZON COM INC | $421.40万 | 2.89% | 17,679 | 510 | 3.0% | $12.16万 | 加仓 |
| IVV | ISHARES TR | $417.50万 | 2.86% | 5,574 | -639 | -10.3% | -$47.86万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $386.10万 | 2.65% | 138,871 | -6,525 | -4.5% | -$18.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $340.80万 | 2.34% | 4,714 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $331.50万 | 2.27% | 5,885 | 30 | 0.5% | $1.69万 | 加仓 |
| IJH | ISHARES TR | $274.00万 | 1.88% | 35,534 | -310 | -0.9% | -$2.39万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $257.70万 | 1.77% | 16,305 | -412 | -2.5% | -$6.51万 | 减仓 |
| AIQ | GLOBAL X FDS | $212.60万 | 1.46% | 32,404 | -3,069 | -8.7% | -$20.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $208.00万 | 1.43% | 5,575 | -110 | -1.9% | -$4.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $172.20万 | 1.18% | 3,441 | -47 | -1.3% | -$2.35万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $157.80万 | 1.08% | 5,961 | -2,877 | -32.6% | -$76.16万 | 减仓 |
| ARTY | ISHARES TR | $142.40万 | 0.98% | 18,695 | -2,586 | -12.2% | -$19.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $140.10万 | 0.96% | 19,666 | -1,582 | -7.4% | -$11.27万 | 减仓 |
| AMGN | AMGEN INC | $114.00万 | 0.78% | 3,149 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $110.10万 | 0.75% | 5,504 | -451 | -7.6% | -$9.02万 | 减仓 |
| GOOGL | ALPHABET INC | $101.00万 | 0.69% | 2,825 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $96.10万 | 0.66% | 1,027 | -50 | -4.6% | -$4.68万 | 减仓 |
| VO | VANGUARD INDEX FDS | $85.70万 | 0.59% | 10,638 | -2,090 | -16.4% | -$16.84万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $85.50万 | 0.59% | 27,301 | -5,000 | -15.5% | -$15.66万 | 减仓 |
| CAT | CATERPILLAR INC | $80.10万 | 0.55% | 752 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $71.40万 | 0.49% | 1,891 | 1,891 | — | $71.40万 | 新建仓 |
| IWM | ISHARES TR | $71.30万 | 0.49% | 2,374 | -117 | -4.7% | -$3.51万 | 减仓 |
| ARKQ | ARK ETF TR | $69.10万 | 0.47% | 5,224 | -289 | -5.2% | -$3.82万 | 减仓 |
| SYK | STRYKER CORPORATION | $67.00万 | 0.46% | 2,128 | -40 | -1.8% | -$1.26万 | 减仓 |
| NDAQ | NASDAQ INC | $64.20万 | 0.44% | 8,150 | 8,150 | — | $64.20万 | 新建仓 |
| IYW | ISHARES TR | $62.10万 | 0.43% | 2,461 | -42 | -1.7% | -$1.06万 | 减仓 |
| DTE | DTE ENERGY CO | $50.20万 | 0.34% | 3,293 | -53 | -1.6% | -$8,080 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $43.30万 | 0.30% | 375 | 375 | — | $43.30万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $42.90万 | 0.29% | 2,369 | -377 | -13.7% | -$6.83万 | 减仓 |
| REM | ISHARES TR | $40.90万 | 0.28% | 18,561 | -1,842 | -9.0% | -$4.06万 | 减仓 |
| IWF | ISHARES TR | $40.40万 | 0.28% | 3,252 | -1,360 | -29.5% | -$16.90万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $39.70万 | 0.27% | 16,758 | -3,155 | -15.8% | -$7.47万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $39.60万 | 0.27% | 4,110 | -715 | -14.8% | -$6.89万 | 减仓 |
| IWR | ISHARES TR | $37.50万 | 0.26% | 3,400 | -400 | -10.5% | -$4.41万 | 减仓 |
| LOW | LOWES COS INC | $37.00万 | 0.25% | 1,676 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $36.60万 | 0.25% | 8,169 | -1,344 | -14.1% | -$6.02万 | 减仓 |
| SNPS | SYNOPSYS INC | $32.60万 | 0.22% | 731 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $31.20万 | 0.21% | 2,059 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $30.10万 | 0.21% | 2,051 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $27.40万 | 0.19% | 1,454 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.30万 | 0.19% | 775 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.50万 | 0.18% | 1,432 | 0 | 0.0% | — | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $25.20万 | 0.17% | 745 | -70 | -8.6% | -$2.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.20万 | 0.17% | 1,650 | -436 | -20.9% | -$6.39万 | 减仓 |
| ITOT | ISHARES TR | $22.90万 | 0.16% | 1,395 | 0 | 0.0% | — | 重新持有 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -690 | -100.0% | -$41.20万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,299 | -100.0% | -$37.00万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,090 | -100.0% | -$30.30万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,653 | -100.0% | -$25.50万 | 清仓 |