Strategic Advisors LLC
New York NY · SEC CIK 0001569119
$6.02亿2026Q1 申报市值
183持仓数
39.3%前十大占比 · 第一大 8.0%
6 / 3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
VYM 加仓+$125.23万
NOW 加仓+$120.83万
VOE 加仓+$100.05万
GLD 新建仓+$97.42万
VIG 加仓+$96.43万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$214.83万
CRM 减仓-$122.03万
TT 减仓-$116.69万
TTD 减仓-$68.94万
MSFT 减仓-$61.34万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN NEW JERSEY | $140.55万 | 0.23% | 116,446 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $142.08万 | 0.24% | 28,301 | -438 | -1.5% | -$2.20万 | 减仓 |
| T | AT&T INC | $144.70万 | 0.24% | 49,914 | 101 | 0.2% | $2,928 | 加仓 |
| BAC | BANK AMERICA CORP | $149.99万 | 0.25% | 30,766 | 24 | 0.1% | $1,170 | 加仓 |
| TTD | THE TRADE DESK INC | $153.99万 | 0.26% | 67,867 | -30,384 | -30.9% | -$68.94万 | 减仓 |
| WMT | WALMART INC | $154.06万 | 0.26% | 12,395 | 717 | 6.1% | $8.91万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $156.17万 | 0.26% | 5,162 | -31 | -0.6% | -$9,379 | 减仓 |
| KO | COCA COLA CO | $159.00万 | 0.26% | 20,907 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.16万 | 0.27% | 10,949 | 242 | 2.3% | $3.54万 | 加仓 |
| IWR | ISHARES TR | $166.59万 | 0.28% | 17,134 | 218 | 1.3% | $2.12万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $173.31万 | 0.29% | 4,973 | -29 | -0.6% | -$1.01万 | 减仓 |
| LLY | ELI LILLY & CO | $185.69万 | 0.31% | 2,018 | 25 | 1.3% | $2.30万 | 加仓 |
| NFLX | NETFLIX INC. | $188.21万 | 0.31% | 19,575 | -2,459 | -11.2% | -$23.64万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $188.59万 | 0.31% | 136,860 | -7,180 | -5.0% | -$9.89万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $191.46万 | 0.32% | 43,072 | 832 | 2.0% | $3.70万 | 加仓 |
| GOOG | ALPHABET INC | $196.05万 | 0.33% | 6,834 | -35 | -0.5% | -$1.00万 | 减仓 |
| BLK | BLACKROCK INC | $199.35万 | 0.33% | 2,072 | -70 | -3.3% | -$6.73万 | 减仓 |
| MELI | MERCADOLIBRE INC | $204.54万 | 0.34% | 1,183 | -90 | -7.1% | -$15.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $205.95万 | 0.34% | 3,166 | 84 | 2.7% | $5.46万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $206.82万 | 0.34% | 4,870 | -413 | -7.8% | -$17.54万 | 减仓 |
| — | HONEYWELL INTL INC | $207.03万 | 0.34% | 9,159 | 244 | 2.7% | $5.52万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $211.04万 | 0.35% | 182,404 | 2,166 | 1.2% | $2.51万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $212.79万 | 0.35% | 7,658 | -568 | -6.9% | -$15.78万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $216.41万 | 0.36% | 74,290 | 856 | 1.2% | $2.49万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $222.16万 | 0.37% | 17,454 | -83 | -0.5% | -$1.06万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $228.97万 | 0.38% | 7,882 | -99 | -1.2% | -$2.88万 | 减仓 |
| MET | METLIFE INC | $229.69万 | 0.38% | 32,478 | -405 | -1.2% | -$2.86万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $231.80万 | 0.38% | 18,879 | -434 | -2.2% | -$5.33万 | 减仓 |
| FE | FIRSTENERGY CORP | $231.88万 | 0.39% | 45,989 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $242.21万 | 0.40% | 9,992 | 658 | 7.0% | $15.95万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $243.42万 | 0.40% | 8,716 | -115 | -1.3% | -$3.21万 | 减仓 |
| DHR | DANAHER CORP DEL | $258.90万 | 0.43% | 13,655 | 1,974 | 16.9% | $37.43万 | 加仓 |
| UL | UNILEVER PLC | $271.14万 | 0.45% | 47,594 | -16 | -0.0% | -$912 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $273.65万 | 0.45% | 8,009 | -544 | -6.4% | -$18.59万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $275.48万 | 0.46% | 36,681 | 9,785 | 36.4% | $73.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $277.78万 | 0.46% | 5,559 | -100 | -1.8% | -$5.00万 | 减仓 |
| SNPS | SYNOPSYS INC | $278.53万 | 0.46% | 7,025 | -172 | -2.4% | -$6.82万 | 减仓 |
| BOND | PIMCO ETF TR | $284.09万 | 0.47% | 30,785 | -729 | -2.3% | -$6.73万 | 减仓 |
| DE | DEERE & CO | $285.68万 | 0.47% | 5,071 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $285.74万 | 0.47% | 57,842 | 881 | 1.5% | $4.35万 | 加仓 |
| MS | MORGAN STANLEY | $295.31万 | 0.49% | 17,944 | 1 | 0.0% | $165 | 加仓 |
| SHOP | SHOPIFY INC | $320.36万 | 0.53% | 27,007 | -1,789 | -6.2% | -$21.22万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $347.17万 | 0.58% | 12,234 | -151 | -1.2% | -$4.29万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $350.49万 | 0.58% | 26,739 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $364.69万 | 0.61% | 11,367 | 753 | 7.1% | $24.16万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $370.36万 | 0.62% | 8,294 | -481 | -5.5% | -$21.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $389.15万 | 0.65% | 11,515 | -86 | -0.7% | -$2.91万 | 减仓 |
| — | EXXON MOBIL CORP | $394.38万 | 0.65% | 23,245 | 197 | 0.9% | $3.34万 | 加仓 |
| NOW | SERVICENOW INC | $395.49万 | 0.66% | 37,828 | 11,557 | 44.0% | $120.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $435.20万 | 0.72% | 32,746 | 616 | 1.9% | $8.19万 | 加仓 |
| CVX | CHEVRON CORPORATION | $440.60万 | 0.73% | 21,295 | -346 | -1.6% | -$7.16万 | 减仓 |
| CAT | CATERPILLAR INC | $463.36万 | 0.77% | 6,540 | 96 | 1.5% | $6.80万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $486.81万 | 0.81% | 10,560 | -404 | -3.7% | -$18.62万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $499.81万 | 0.83% | 23,006 | 2,815 | 13.9% | $61.16万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $511.80万 | 0.85% | 27,772 | 5,429 | 24.3% | $100.05万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $520.41万 | 0.86% | 5,813 | -97 | -1.6% | -$8.68万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $529.68万 | 0.88% | 22,291 | 1,499 | 7.2% | $35.62万 | 加仓 |
| ASML | ASML HLDG NV | $579.45万 | 0.96% | 4,387 | -310 | -6.6% | -$40.95万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $615.39万 | 1.02% | 41,552 | 8,456 | 25.5% | $125.23万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $624.02万 | 1.04% | 29,016 | 4,484 | 18.3% | $96.43万 | 加仓 |
| EMR | EMERSON ELEC CO | $640.72万 | 1.06% | 48,902 | 32 | 0.1% | $4,193 | 加仓 |
| AVGO | BROADCOM INC | $673.94万 | 1.12% | 21,774 | 489 | 2.3% | $15.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $692.92万 | 1.15% | 14,460 | -901 | -5.9% | -$43.18万 | 减仓 |
| SGOV | ISHARES TR | $695.29万 | 1.15% | 69,073 | -1,160 | -1.7% | -$11.68万 | 减仓 |
| DTE | DTE ENERGY CO | $712.02万 | 1.18% | 48,695 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $730.63万 | 1.21% | 12,658 | -28 | -0.2% | -$1.62万 | 减仓 |
| ETN | EATON CORP PLC | $737.77万 | 1.23% | 20,627 | 1 | 0.0% | $358 | 加仓 |
| PG | PROCTER & GAMBLE CO | $739.82万 | 1.23% | 51,219 | 702 | 1.4% | $10.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $753.45万 | 1.25% | 7,561 | -92 | -1.2% | -$9.17万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $807.64万 | 1.34% | 20,687 | 261 | 1.3% | $10.19万 | 加仓 |
| WM | WASTE MGMT INC DEL | $824.81万 | 1.37% | 35,894 | 62 | 0.2% | $1.42万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $844.65万 | 1.40% | 9,984 | 199 | 2.0% | $16.84万 | 加仓 |
| META | META PLATFORMS INC | $866.11万 | 1.44% | 15,138 | 122 | 0.8% | $6.98万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $887.01万 | 1.47% | 67,741 | -73 | -0.1% | -$9,559 | 减仓 |
| TSLA | TESLA INC | $889.56万 | 1.48% | 23,929 | -1,277 | -5.1% | -$47.47万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $997.14万 | 1.66% | 130,276 | 6,828 | 5.5% | $52.26万 | 加仓 |
| ABBV | ABBVIE INC | $1,003.29万 | 1.67% | 46,130 | -1,033 | -2.2% | -$22.47万 | 减仓 |
| V | VISA INC | $1,019.34万 | 1.69% | 33,726 | -146 | -0.4% | -$4.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,130.00万 | 1.88% | 38,414 | -679 | -1.7% | -$19.97万 | 减仓 |
| HD | HOME DEPOT INC | $1,368.29万 | 2.27% | 41,603 | -646 | -1.5% | -$21.25万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,882.49万 | 3.13% | 205,421 | 2,032 | 1.0% | $18.62万 | 加仓 |
| GOOGL | ALPHABET INC | $2,228.68万 | 3.70% | 77,503 | -457 | -0.6% | -$13.14万 | 减仓 |
| AMZN | AMAZON COM INC | $2,527.29万 | 4.20% | 121,347 | -1,306 | -1.1% | -$27.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,533.20万 | 4.21% | 68,433 | -1,657 | -2.4% | -$61.34万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,781.34万 | 4.62% | 1,108,104 | -3,015 | -0.3% | -$7.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,347.36万 | 5.56% | 191,935 | -12,318 | -6.0% | -$214.83万 | 减仓 |
| AAPL | APPLE INC | $4,830.03万 | 8.02% | 190,315 | -2,134 | -1.1% | -$54.16万 | 减仓 |