13FBOX
Strategic Investment Advisors / MI · 13F 持仓分析
期权收益计算器 机构排行

Strategic Investment Advisors / MI

No.1997 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.53亿
环比变动 Q1 2026
+$2.05亿+14.2%
持仓股票数
398
新买入
37
加仓
130
减仓
228
清仓
25
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
13.02%11.05%$2.15亿31.3万股$1.60亿26.8万股+4.6万股+17.14%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
6.35%5.97%$1.05亿119.3万股$8,643.7万23.5万股+95.8万股+407.73%加仓
IiShares安硕信托IEFA
5.58%5.07%$9,220.4万95.5万股$7,344.6万81.1万股+14.4万股+17.76%加仓
V先锋领航指数基金VUG
4.67%4.52%$7,721.5万89.6万股$6,547.5万15.0万股+74.6万股+498.01%加仓
V先锋领航·FTSEVEA
4.46%4.58%$7,372.4万103.5万股$6,632.5万103.5万股-290股-0.03%减仓
V先锋领航全球基金MGV
4.38%4.35%$7,235.5万44.3万股$6,301.3万43.4万股+8,290股+1.91%加仓
V先锋领航指数基金VTV
3.4%3.49%$5,625.8万25.8万股$5,045.7万25.7万股+986股+0.38%加仓
IiShares安硕IEMG
3.08%2.54%$5,089.3万61.4万股$3,684.4万52.8万股+8.7万股+16.40%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
2.28%1.83%$3,766.0万45.9万股$2,656.1万32.2万股+13.7万股+42.64%加仓
SSPDR道富系列信托BIL
2.03%2.51%$3,355.9万36.6万股$3,633.0万39.6万股-3.0万股-7.62%减仓
V先锋领航指数基金VXF
1.76%1.45%$2,904.5万11.8万股$2,094.5万10.2万股+1.6万股+15.99%加仓
苹果AAPL
1.72%1.77%$2,848.1万9.8万股$2,561.6万10.1万股-2,489股-2.47%减仓
V先锋领航·FSTEVWO
1.63%1.69%$2,694.8万45.1万股$2,444.2万45.2万股-731股-0.16%减仓
V先锋领航·SMALLVBR
1.58%1.58%$2,608.9万10.7万股$2,291.0万10.5万股+1,996股+1.89%加仓
IiShares安硕信托GJS
1.49%1.68%$2,470.9万108.5万股$2,426.2万106.0万股+2.5万股+2.36%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
1.46%1.53%$2,418.4万12.2万股$2,213.5万12.0万股+2,369股+1.97%加仓
V先锋领航指数基金VB
1.45%1.37%$2,388.9万7.9万股$1,978.5万7.6万股+3,289股+4.36%加仓
英伟达NVDA
1.41%1.44%$2,335.6万11.7万股$2,082.0万11.9万股-2,564股-2.15%减仓
I景顺交易所交易基金IIBKLN
1.37%1.65%$2,269.5万111.4万股$2,391.0万117.1万股-5.7万股-4.89%减仓
IISHARES BROADUSIG
1.35%1.51%$2,238.1万43.6万股$2,185.6万42.7万股+9,460股+2.22%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.3%1.57%$2,151.2万41.0万股$2,277.4万43.3万股-2.3万股-5.26%减仓
V先锋领航斯科茨代尔基金VMBS
1.15%1.3%$1,896.9万40.5万股$1,883.0万40.1万股+3,972股+0.99%加仓
V先锋领航指数基金VOT
1.13%1.06%$1,861.0万6.1万股$1,535.5万6.0万股+1,141股+1.91%加仓
谷歌AGOOGL
1.1%1.05%$1,822.1万5.1万股$1,520.6万5.3万股-1,750股-3.32%减仓
微软MSFT
0.9%1.06%$1,493.5万4.0万股$1,533.9万4.1万股-1,387股-3.35%减仓
SSPDR道富系列信托SPTM
0.9%0.88%$1,483.1万16.3万股$1,269.7万16.1万股+2,831股+1.76%加仓
V先锋领航指数基金VBK
0.84%0.78%$1,389.1万3.8万股$1,129.3万3.7万股+658股+1.76%加仓
V先锋领航·TOTALBNDX
0.76%0.87%$1,250.0万25.8万股$1,258.4万26.2万股-3,898股-1.49%减仓
IiShares安硕信托TIP
0.71%0.84%$1,181.3万10.8万股$1,210.1万11.0万股-1,698股-1.55%减仓
IiShares安硕EWC
0.66%0.61%$1,085.7万18.8万股$878.9万16.0万股+2.8万股+17.49%加仓
博通AVGO
0.65%0.64%$1,079.0万2.9万股$920.1万3.0万股-1,167股-3.93%减仓
IiShares安硕信托MTUM
0.63%0.5%$1,045.7万3.1万股$728.3万3.0万股+162股+0.53%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.61%0.67%$1,005.3万9.3万股$966.4万10.6万股-1.3万股-11.88%减仓
IiShares安硕信托HYG
0.56%0.66%$926.1万11.6万股$952.1万12.0万股-3,879股-3.24%减仓
V先锋领航·MIDVO
0.54%0.47%$886.9万11.0万股$686.5万2.4万股+8.6万股+360.78%加仓
IiShares安硕信托LQD
0.53%0.66%$884.2万8.1万股$950.7万8.7万股-6,068股-6.96%减仓
亚马逊AMZN
0.53%0.51%$871.5万3.7万股$744.6万3.6万股+858股+2.40%加仓
Meta平台META
0.48%0.58%$800.9万1.4万股$834.0万1.5万股-323股-2.22%减仓
相干公司COHR
0.47%0.26%$769.9万2.0万股$382.1万1.6万股+3,476股+21.67%加仓
摩根大通JPM
0.43%0.45%$713.1万2.2万股$657.7万2.2万股-575股-2.57%减仓
S道富SPIB
0.42%0.47%$699.3万20.9万股$685.5万20.4万股+4,507股+2.20%加仓
V先锋领航债券指数基金BSV
0.4%0.48%$663.5万8.5万股$699.1万8.9万股-3,992股-4.48%减仓
科磊KLAC
0.39%0.23%$638.3万2.1万股$328.0万2,225股+1.9万股+850.83%加仓
V先锋领航国际股票指数基金VSS
0.38%0.35%$626.6万4.1万股$503.6万3.5万股+6,098股+17.67%加仓
美光科技MU
0.38%0.12%$623.1万5,398股$170.0万5,033股+365股+7.25%加仓
IiShares安硕·RUSSELLIWB
0.36%0.36%$593.2万1.4万股$522.8万1.5万股-178股-1.21%减仓
SYNCHRONY FINANCIAL COMSYF
0.33%0.36%$542.6万7.1万股$516.9万7.6万股-4,637股-6.10%减仓
PPIMCO太平洋投资管理ETFMINT
0.32%0.37%$527.7万5.2万股$542.1万5.4万股-1,572股-2.92%减仓
United TherapeuticsUTHR
0.3%0.4%$492.5万9,090股$578.2万9,752股-662股-6.79%减仓
IiShares安硕信托IVV
0.29%0.22%$486.6万6,498股$313.1万4,794股+1,704股+35.54%加仓

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