Strategic Point Investment Advisors, LLC
PROVIDENCE RI · SEC CIK 0001295044
$7.67亿2026Q2 申报市值
36持仓数
76.6%前十大占比 · 第一大 14.6%
1 / 0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
IEI 加仓+$326.28万
IVV 加仓+$284.05万
IAU 加仓+$155.78万
SPSB 加仓+$136.66万
IVE 加仓+$109.94万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$39.88万
VTI 减仓-$14.80万
USMV 减仓-$10.73万
FTEC 减仓-$3.71万
JNJ 减仓-$1,270
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1.12亿 | 14.59% | 149,939 | -534 | -0.4% | -$39.88万 | 减仓 |
| IVV | ISHARES TR | $8,298.46万 | 10.81% | 110,810 | 3,793 | 3.5% | $284.05万 | 加仓 |
| IEI | ISHARES TR | $7,835.91万 | 10.21% | 667,170 | 27,780 | 4.3% | $326.28万 | 加仓 |
| ITOT | ISHARES TR | $5,896.56万 | 7.68% | 358,955 | 5,730 | 1.6% | $94.13万 | 加仓 |
| IVE | ISHARES TR | $5,673.52万 | 7.39% | 249,869 | 4,842 | 2.0% | $109.94万 | 加仓 |
| IWF | ISHARES TR | $4,972.51万 | 6.48% | 400,460 | 7,400 | 1.9% | $91.89万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,455.65万 | 5.81% | 233,868 | 2,468 | 1.1% | $47.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,192.15万 | 5.46% | 555,178 | 20,630 | 3.9% | $155.78万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $3,723.51万 | 4.85% | 1,240,756 | 45,537 | 3.8% | $136.66万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,506.60万 | 3.27% | 430,687 | 9,409 | 2.2% | $54.76万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,490.90万 | 3.25% | 253,656 | 3,005 | 1.2% | $29.51万 | 加仓 |
| QUAL | ISHARES TR | $2,322.66万 | 3.03% | 105,850 | 1,460 | 1.4% | $32.04万 | 加仓 |
| IEFA | ISHARES TR | $2,275.22万 | 2.96% | 235,578 | 3,761 | 1.6% | $36.32万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,125.33万 | 2.77% | 114,740 | 1,747 | 1.5% | $32.36万 | 加仓 |
| IXUS | ISHARES TR | $2,060.64万 | 2.68% | 215,909 | 3,509 | 1.7% | $33.49万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1,717.42万 | 2.24% | 224,324 | 6,051 | 2.8% | $46.33万 | 加仓 |
| IEF | ISHARES TR | $1,461.63万 | 1.90% | 154,555 | 968 | 0.6% | $9.15万 | 加仓 |
| DSI | ISHARES TR | $814.17万 | 1.06% | 57,179 | 992 | 1.8% | $14.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $739.46万 | 0.96% | 19,983 | -400 | -2.0% | -$14.80万 | 减仓 |
| USMV | ISHARES TR | $382.16万 | 0.50% | 39,618 | -1,112 | -2.7% | -$10.73万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $315.79万 | 0.41% | 23,880 | 170 | 0.7% | $2.25万 | 加仓 |
| NULV | NUSHARES ETF TR | $223.18万 | 0.29% | 44,645 | 440 | 1.0% | $2.20万 | 加仓 |
| AAPL | APPLE INC | $214.57万 | 0.28% | 7,416 | 159 | 2.2% | $4.60万 | 加仓 |
| ESGU | ISHARES TR | $202.79万 | 0.26% | 12,390 | 95 | 0.8% | $1.55万 | 加仓 |
| SUSB | ISHARES TR | $189.67万 | 0.25% | 75,900 | 605 | 0.8% | $1.51万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $110.81万 | 0.14% | 13,458 | 90 | 0.7% | $7,411 | 加仓 |
| VGT | VANGUARD WORLD FD | $53.23万 | 0.07% | 4,454 | 2,086 | 88.1% | $24.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $47.79万 | 0.06% | 649 | 21 | 3.3% | $1.55万 | 加仓 |
| IVW | ISHARES TR | $42.47万 | 0.06% | 3,088 | 248 | 8.7% | $3.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $35.57万 | 0.05% | 954 | 75 | 8.5% | $2.80万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $33.98万 | 0.04% | 1,190 | -130 | -9.8% | -$3.71万 | 减仓 |
| LLY | ELI LILLY & CO | $31.55万 | 0.04% | 263 | 17 | 6.9% | $2.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $27.25万 | 0.04% | 1,073 | -5 | -0.5% | -$1,270 | 减仓 |
| CAT | CATERPILLAR INC | $27.05万 | 0.04% | 254 | 254 | — | $27.05万 | 新建仓 |
| TIP | ISHARES TR | $25.39万 | 0.03% | 2,320 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.54万 | 0.03% | 3,020 | 70 | 2.4% | $5,689 | 加仓 |