13F 机构持仓

Strategic Advisors LLC

New York NY · SEC CIK 0001569119

2026Q22026Q1 更早 9 个季度 🔒
$4.57亿2026Q2 申报市值
164持仓数
48.1%前十大占比 · 第一大 10.6%
12 / 32新建仓 / 清仓
申报市值走势$4.57亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 10.6%
SCHB 6.5%
GOOGL 5.8%
MSFT 4.8%
AMZN 4.7%
BIL 4.3%
NVDA 3.7%
JPM 2.7%
V 2.5%
SPYM 2.5%

2026Q2 买入最多 按季末市值估算

UBER 新建仓+$135.25万
INTC 新建仓+$120.60万
BIL 加仓+$98.17万
TJX 加仓+$87.40万
CEG 加仓+$75.20万

2026Q2 卖出最多 按季末市值估算

NVDA 减仓-$2,143.78万
TSLA 减仓-$856.55万
AMZN 减仓-$766.10万
DUK 减仓-$737.49万
DTE 减仓-$708.23万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -29,016-100.0% -$624.02万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -41,552-100.0% -$615.39万 清仓
ASML ASML HLDG NV $00.00%0 -4,387-100.0% -$579.45万 清仓
VBR VANGUARD INDEX FDS $00.00%0 -23,006-100.0% -$499.81万 清仓
— EXXON MOBIL CORP $00.00%0 -23,245-100.0% -$394.38万 清仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $00.00%0 -11,515-100.0% -$389.15万 清仓
SHOP SHOPIFY INC $00.00%0 -27,007-100.0% -$320.36万 清仓
DE DEERE & CO $00.00%0 -5,071-100.0% -$285.68万 清仓
SNPS SYNOPSYS INC $00.00%0 -7,025-100.0% -$278.53万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -8,009-100.0% -$273.65万 清仓
UL UNILEVER PLC $00.00%0 -47,594-100.0% -$271.14万 清仓
FE FIRSTENERGY CORP $00.00%0 -45,989-100.0% -$231.88万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -7,658-100.0% -$212.79万 清仓
— BLACKROCK MUNIHLDGS NJ QLTY $00.00%0 -182,404-100.0% -$211.04万 清仓
MELI MERCADOLIBRE INC $00.00%0 -1,183-100.0% -$204.54万 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -43,072-100.0% -$191.46万 清仓
CLBT CELLEBRITE DI LTD $00.00%0 -136,860-100.0% -$188.59万 清仓
NFLX NETFLIX INC. $00.00%0 -19,575-100.0% -$188.21万 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -4,973-100.0% -$173.31万 清仓
TTD THE TRADE DESK INC $00.00%0 -67,867-100.0% -$153.99万 清仓
— NUVEEN NEW JERSEY $00.00%0 -116,446-100.0% -$140.55万 清仓
ZS ZSCALER INC $00.00%0 -7,745-100.0% -$108.65万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -6,834-100.0% -$107.50万 清仓
PTC PTC INC $00.00%0 -7,342-100.0% -$104.62万 清仓
MANH MANHATTAN ASSOCIATES INC $00.00%0 -3,219-100.0% -$42.85万 清仓
PEP PEPSICO INC $00.00%0 -2,642-100.0% -$41.04万 清仓
XPEV XPENG INC $00.00%0 -21,944-100.0% -$37.55万 清仓
VEEV VEEVA SYS INC $00.00%0 -1,220-100.0% -$21.43万 清仓
IHI ISHARES TR $00.00%0 -3,876-100.0% -$20.68万 清仓
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -594-100.0% -$20.52万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -697-100.0% -$20.42万 清仓
— COLUMBIA FINL INC $00.00%0 -10,459-100.0% -$18.31万 清仓
— COHEN & STEERS QUALITY INCOM $4030.00%27,023 27,023— $403 新建仓
BCX BLACKROCK RES & COMMODITIES $11.31万0.02%10,000 00.0% — 不变
— COHEN & STEERS TOTAL RETURN $12.57万0.03%11,101 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME $12.83万0.03%10,589 00.0% — 不变
IJH ISHARES TR $21.34万0.05%2,767 -920-25.0% -$7.09万 减仓
JNJ JOHNSON & JOHNSON $22.02万0.05%867 867— $22.02万 新建仓
TTE TOTALENERGIES SE $22.22万0.05%2,858 00.0% — 不变
WMB WILLIAMS COS INC $22.96万0.05%3,089 50.2% $372 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $23.19万0.05%2,574 2,574— $23.19万 新建仓
AMGN AMGEN INC $23.37万0.05%645 20.3% $725 加仓
DAL DELTA AIR LINES INC $23.73万0.05%2,534 -425-14.4% -$3.98万 重新持有
PPA INVESCO EXCHANGE TRADED FD T $23.76万0.05%1,345 20.1% $353 加仓
HIG HARTFORD INSURANCE GROUP INC $24.06万0.05%1,816 50.3% $663 加仓
CARR CARRIER GLOBAL CORPORATION $24.43万0.05%3,331 3,331— $24.43万 新建仓
RSPT INVESCO EXCHANGE TRADED FD T $24.74万0.05%3,835 3,835— $24.74万 新建仓
SHLD GLOBAL X FDS $25.70万0.06%4,304 3649.2% $2.17万 加仓
IWF ISHARES TR $26.52万0.06%2,136 00.0% — 不变
SO SOUTHERN CO $27.32万0.06%2,855 40.1% $383 加仓
MRVL MARVELL TECHNOLOGY INC $27.58万0.06%926 926— $27.58万 新建仓
RSPG INVESCO EXCHANGE TRADED FD T $29.25万0.06%2,986 -828-21.7% -$8.11万 减仓
NOBL PROSHARES TR $29.38万0.06%5,232 00.0% — 不变
TOL TOLL BROTHERS INC $31.30万0.07%1,900 00.0% — 不变
AZN ASTRAZENECA PLC $32.69万0.07%1,724 -15-0.9% -$2,844 减仓
XLF SELECT SECTOR SPDR TR $32.70万0.07%6,100 -1,761-22.4% -$9.44万 减仓
TROW PRICE T ROWE GROUP INC $32.97万0.07%2,900 00.0% — 不变
RQI COHEN & STEERS QUALITY INCOM $33.27万0.07%27,023 00.0% — 不变
— VANGUARD NY TAX FREE FDS $33.42万0.07%3,213 3,213— $33.42万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $33.56万0.07%1,964 1,964— $33.56万 新建仓
DTE DTE ENERGY CO $33.73万0.07%2,214 -46,481-95.5% -$708.23万 减仓
MO ALTRIA GROUP INC $34.81万0.08%4,839 -3,087-38.9% -$22.21万 减仓
BX BLACKSTONE INC $35.11万0.08%2,984 -21-0.7% -$2,471 减仓
IR INGERSOLL RAND INC $35.33万0.08%4,310 10.0% $82 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $35.94万0.08%511 00.0% — 不变
ADI ANALOG DEVICES INC $36.77万0.08%926 30.3% $1,191 加仓
VO VANGUARD INDEX FDS $37.35万0.08%4,636 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $37.45万0.08%1,385 80.6% $2,163 加仓
EXC EXELON CORP $39.43万0.09%8,457 -2,786-24.8% -$12.99万 减仓
EPD ENTERPRISE PRODS PARTNERS L $39.81万0.09%10,829 730.7% $2,684 加仓
VRTX VERTEX PHARMACEUTICALS INC $40.33万0.09%812 -7,482-90.2% -$371.65万 减仓
UAL UNITED AIRLS HLDGS INC $40.80万0.09%3,000 00.0% — 不变
QCOM QUALCOMM INC $40.98万0.09%2,218 -36-1.6% -$6,652 减仓
MDT MEDTRONIC PLC $41.34万0.09%5,284 -2,404-31.3% -$18.81万 减仓
VOE VANGUARD INDEX FDS $41.69万0.09%2,110 -25,662-92.4% -$507.05万 减仓
ED CONSOLIDATED EDISON INC $43.48万0.10%3,930 00.0% — 不变
CB CHUBB LIMITED $43.82万0.10%1,286 -19-1.5% -$6,474 减仓
PFE PFIZER INC $43.86万0.10%18,216 -1,935-9.6% -$4.66万 减仓
PAVE GLOBAL X FDS $44.34万0.10%7,526 -2,102-21.8% -$12.38万 减仓
MU MICRON TECHNOLOGY INC $45.25万0.10%392 392— $45.25万 新建仓
SCHD SCHWAB STRATEGIC TR $45.93万0.10%14,486 3152.2% $9,988 加仓
SHEL SHELL PLC $46.52万0.10%6,000 00.0% — 不变
VCR VANGUARD WORLD FD $47.04万0.10%1,186 -331-21.8% -$13.13万 减仓
CTVA CORTEVA INC $47.18万0.10%5,571 10.0% $85 加仓
NOW SERVICENOW INC $48.12万0.11%4,847 -32,981-87.2% -$327.44万 减仓
FENY FIDELITY COVINGTON TRUST $49.66万0.11%16,799 -171-1.0% -$5,055 减仓
XLU SELECT SECTOR SPDR TR $52.07万0.11%11,485 -517-4.3% -$2.34万 减仓
XLV SELECT SECTOR SPDR TR $56.02万0.12%3,531 -628-15.1% -$9.96万 减仓
PM PHILIP MORRIS INTL INC $57.04万0.12%3,153 10.0% $181 加仓
XLI SELECT SECTOR SPDR TR $57.91万0.13%3,126 -14-0.4% -$2,593 减仓
MCD MCDONALDS CORP $58.84万0.13%2,177 -22-1.0% -$5,946 减仓
GWW WW GRAINGER INC $59.60万0.13%438 00.0% — 不变
CRM SALESFORCE INC $59.82万0.13%3,819 -154-3.9% -$2.41万 减仓
HONA HONEYWELL AEROSPACE INC $60.16万0.13%2,721 2,721— $60.16万 新建仓
MCK MCKESSON CORP $60.60万0.13%802 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $61.13万0.13%9,550 -10,126-51.5% -$64.82万 减仓
HON HONEYWELL INTL INC $62.20万0.14%2,778 -6,381-69.7% -$142.88万 减仓
BNY BANK OF NY MELLON CORP $62.60万0.14%4,329 -32-0.7% -$4,627 减仓
EMR EMERSON ELEC CO $67.58万0.15%4,721 -44,181-90.3% -$632.47万 减仓
PRU PRUDENTIAL FINL INC $68.16万0.15%6,315 00.0% — 不变