Strategic Point Investment Advisors, LLC
PROVIDENCE RI · SEC CIK 0001295044
$6.88亿2026Q1 申报市值
35持仓数
76.5%前十大占比 · 第一大 14.2%
0 / 2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
IEI 加仓+$291.13万
SPSB 加仓+$201.79万
IVV 加仓+$107.98万
IVE 加仓+$69.38万
IEFA 加仓+$42.59万
2026Q1 卖出最多 按季末市值估算
SHV 清仓-$2,189.12万
SPY 减仓-$191.20万
QUAL 减仓-$53.46万
VGSH 减仓-$46.34万
ITOT 减仓-$29.10万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $9,785.85万 | 14.22% | 150,473 | -2,940 | -1.9% | -$191.20万 | 减仓 |
| IEI | ISHARES TR | $7,583.17万 | 11.02% | 639,390 | 24,547 | 4.0% | $291.13万 | 加仓 |
| IVV | ISHARES TR | $6,990.47万 | 10.16% | 107,017 | 1,653 | 1.6% | $107.98万 | 加仓 |
| IVE | ISHARES TR | $5,173.74万 | 7.52% | 245,027 | 3,286 | 1.4% | $69.38万 | 加仓 |
| ITOT | ISHARES TR | $5,030.99万 | 7.31% | 353,225 | -2,043 | -0.6% | -$29.10万 | 减仓 |
| IAU | ISHARES GOLD TR | $4,712.57万 | 6.85% | 534,548 | 1,330 | 0.2% | $11.73万 | 加仓 |
| IWF | ISHARES TR | $4,190.03万 | 6.09% | 98,265 | 652 | 0.7% | $27.80万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $3,594.02万 | 5.22% | 1,195,219 | 67,107 | 5.9% | $201.79万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,075.31万 | 4.47% | 231,400 | 849 | 0.4% | $11.28万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2,466.16万 | 3.58% | 421,278 | -7,916 | -1.8% | -$46.34万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,362.14万 | 3.43% | 250,651 | -1,325 | -0.5% | -$12.49万 | 减仓 |
| IEFA | ISHARES TR | $2,098.64万 | 3.05% | 231,817 | 4,704 | 2.1% | $42.59万 | 加仓 |
| QUAL | ISHARES TR | $2,002.30万 | 2.91% | 104,390 | -2,787 | -2.6% | -$53.46万 | 减仓 |
| IXUS | ISHARES TR | $1,840.23万 | 2.67% | 212,400 | 445 | 0.2% | $3.86万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,827.44万 | 2.66% | 112,993 | -290 | -0.3% | -$4.69万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1,532.27万 | 2.23% | 218,273 | 1,703 | 0.8% | $11.96万 | 加仓 |
| IEF | ISHARES TR | $1,465.84万 | 2.13% | 153,587 | -2,973 | -1.9% | -$28.37万 | 减仓 |
| DSI | ISHARES TR | $680.93万 | 0.99% | 56,187 | -2,314 | -4.0% | -$28.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $653.91万 | 0.95% | 20,383 | -492 | -2.4% | -$15.78万 | 减仓 |
| USMV | ISHARES TR | $377.73万 | 0.55% | 40,730 | -2,022 | -4.7% | -$18.75万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $266.19万 | 0.39% | 23,710 | -450 | -1.9% | -$5.05万 | 减仓 |
| NULV | NUSHARES ETF TR | $201.13万 | 0.29% | 44,205 | -1,225 | -2.7% | -$5.57万 | 减仓 |
| SUSB | ISHARES TR | $188.73万 | 0.27% | 75,295 | -1,235 | -1.6% | -$3.10万 | 减仓 |
| AAPL | APPLE INC | $184.18万 | 0.27% | 7,257 | -654 | -8.3% | -$16.60万 | 减仓 |
| ESGU | ISHARES TR | $173.88万 | 0.25% | 12,295 | -390 | -3.1% | -$5.52万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $95.89万 | 0.14% | 13,368 | -310 | -2.3% | -$2.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $36.25万 | 0.05% | 628 | -11 | -1.7% | -$6,349 | 减仓 |
| MSFT | MICROSOFT CORP | $32.54万 | 0.05% | 879 | -82 | -8.5% | -$3.04万 | 减仓 |
| IVW | ISHARES TR | $32.12万 | 0.05% | 2,840 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $27.46万 | 0.04% | 1,320 | -10 | -0.8% | -$2,080 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $26.35万 | 0.04% | 1,078 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $25.60万 | 0.04% | 2,320 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $22.63万 | 0.03% | 246 | -12 | -4.7% | -$1.10万 | 减仓 |
| KO | COCA COLA CO | $22.43万 | 0.03% | 2,950 | -70 | -2.3% | -$5,324 | 减仓 |
| VGT | VANGUARD WORLD FD | $20.65万 | 0.03% | 296 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -198,740 | -100.0% | -$2,189.12万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$20.30万 | 清仓 |