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
AAPL APPLE INC $4,835.85万10.58%167,122 -23,193-12.2% -$671.11万 减仓
SCHB SCHWAB STRATEGIC TR $2,959.06万6.47%1,021,776 -86,328-7.8% -$250.01万 减仓
GOOGL ALPHABET INC $2,652.51万5.80%74,223 -3,280-4.2% -$117.22万 减仓
MSFT MICROSOFT CORP $2,202.20万4.82%59,037 -9,396-13.7% -$350.49万 减仓
AMZN AMAZON COM INC $2,126.09万4.65%89,204 -32,143-26.5% -$766.10万 减仓
BIL SPDR SERIES TRUST $1,980.65万4.33%216,134 10,7135.2% $98.17万 加仓
NVDA NVIDIA CORPORATION $1,696.64万3.71%84,794 -107,141-55.8% -$2,143.78万 减仓
JPM JPMORGAN CHASE & CO $1,247.75万2.73%38,119 -295-0.8% -$9.66万 减仓
V VISA INC $1,159.68万2.54%33,801 750.2% $2.57万 加仓
SPYM SPDR SERIES TRUST $1,138.99万2.49%129,607 -669-0.5% -$5.88万 减仓
ABBV ABBVIE INC $1,119.59万2.45%44,492 -1,638-3.6% -$41.22万 减仓
HD HOME DEPOT INC $997.58万2.18%28,286 -13,317-32.0% -$469.66万 减仓
GS GOLDMAN SACHS GROUP INC $974.59万2.13%9,636 -348-3.5% -$35.20万 减仓
QQQ INVESCO QQQ TR $849.19万1.86%11,532 -1,126-8.9% -$82.92万 减仓
WM WASTE MGMT INC DEL $776.50万1.70%34,840 -1,054-2.9% -$23.49万 减仓
META META PLATFORMS INC $764.80万1.67%13,577 -1,561-10.3% -$87.93万 减仓
QQQM INVESCO EXCH TRADED FD TR II $705.45万1.54%23,285 9944.5% $30.11万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $691.29万1.51%13,815 -645-4.5% -$32.28万 减仓
ETN EATON CORP PLC $650.64万1.42%15,269 -5,358-26.0% -$228.32万 减仓
XLK SELECT SECTOR SPDR TR $631.74万1.38%33,159 4131.3% $7.87万 加仓
PH PARKER-HANNIFIN CORP $551.36万1.21%5,637 -176-3.0% -$17.21万 减仓
AVGO BROADCOM INC $491.92万1.08%13,022 -8,752-40.2% -$330.61万 减仓
VTI VANGUARD INDEX FDS $403.02万0.88%10,891 -476-4.2% -$17.61万 减仓
COST COSTCO WHOLESALE CORPORATION $402.48万0.88%4,302 -3,259-43.1% -$304.90万 减仓
SGOV ISHARES TR $371.12万0.81%36,865 -32,208-46.6% -$324.24万 减仓
CVX CHEVRON CORPORATION $343.69万0.75%20,734 -561-2.6% -$9.30万 减仓
VEU VANGUARD INTL EQUITY INDEX F $291.97万0.64%34,862 -1,819-5.0% -$15.23万 减仓
CEG CONSTELLATION ENERGY CORP $291.67万0.64%11,744 3,02834.7% $75.20万 加仓
MA MASTERCARD INCORPORATED $285.41万0.62%5,557 -2-0.0% -$1,027 减仓
LNG CHENIERE ENERGY INC $276.88万0.61%11,584 -650-5.3% -$15.54万 减仓
DBEF DBX ETF TR $275.67万0.60%50,461 -7,381-12.8% -$40.32万 减仓
MET METLIFE INC $274.80万0.60%32,479 10.0% $85 加仓
CAT CATERPILLAR INC $252.54万0.55%2,371 -4,169-63.7% -$444.04万 减仓
DHR DANAHER CORP DEL $249.55万0.55%13,101 -554-4.1% -$10.55万 减仓
LLY ELI LILLY & CO $241.95万0.53%2,017 -1-0.0% -$1,200 减仓
BOND PIMCO ETF TR $241.27万0.53%26,166 -4,619-15.0% -$42.59万 减仓
SPY STATE STR SPDR S&P 500 ETF T $238.17万0.52%3,189 230.7% $1.72万 加仓
SCHG SCHWAB STRATEGIC TR $228.02万0.50%67,381 -6,909-9.3% -$23.38万 减仓
APD AIR PRODUCTS AND CHEMICALS I $222.89万0.49%7,602 -280-3.6% -$8.21万 减仓
GOOG ALPHABET INC $220.39万0.48%6,238 -596-8.7% -$21.06万 减仓
AXON AXON ENTERPRISE INC $218.58万0.48%3,899 -971-19.9% -$54.44万 减仓
J JACOBS SOLUTIONS INC $213.54万0.47%16,947 -507-2.9% -$6.39万 减仓
IBM INTERNATIONAL BUSINESS MACHS $213.37万0.47%7,587 -2,405-24.1% -$67.63万 减仓
PANW PALO ALTO NETWORKS INC $213.04万0.47%6,247 -53-0.8% -$1.81万 减仓
CRWD CROWDSTRIKE HLDGS INC $179.23万0.39%9,394 -11,293-54.6% -$215.46万 减仓
AXP AMERICAN EXPRESS CO $174.60万0.38%5,162 00.0% — 不变
BAC BANK OF AMER CORP $173.72万0.38%30,487 -279-0.9% -$1.59万 减仓
IWR ISHARES TR $171.59万0.38%15,554 -1,580-9.2% -$17.43万 减仓
PG PROCTER & GAMBLE CO $169.64万0.37%11,568 -39,651-77.4% -$581.46万 减仓
ANET ARISTA NETWORKS INC $167.48万0.37%9,859 -9,020-47.8% -$153.23万 减仓
ISRG INTUITIVE SURGICAL INC $166.55万0.36%4,188 -6,372-60.3% -$253.40万 减仓
TSLA TESLA INC $149.90万0.33%3,564 -20,365-85.1% -$856.55万 减仓
CFG CITIZENS FINL GROUP INC $149.04万0.33%21,270 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $144.18万0.32%2,482 30.1% $1,743 加仓
TMO THERMO FISHER SCIENTIFIC INC $138.76万0.30%2,768 -27-1.0% -$1.35万 减仓
PLTR PALANTIR TECHNOLOGIES INC $138.65万0.30%11,884 9358.5% $10.91万 加仓
WMT WALMART INC $137.44万0.30%12,135 -260-2.1% -$2.94万 减仓
UBER UBER TECHNOLOGIES INC $135.25万0.30%18,743 18,743— $135.25万 新建仓
TT TRANE TECHNOLOGIES PLC $127.65万0.28%2,599 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $125.23万0.27%22,173 2601.2% $1.47万 加仓
JXN JACKSON FINANCIAL INC $121.84万0.27%11,900 -100-0.8% -$1.02万 减仓
INTC INTEL CORP $120.60万0.26%8,637 8,637— $120.60万 新建仓
VZ VERIZON COMMUNICATIONS INC $120.06万0.26%28,356 550.2% $2,329 加仓
DUK DUKE ENERGY CORP NEW $119.93万0.26%9,475 -58,266-86.0% -$737.49万 减仓
PSX PHILLIPS 66 $118.73万0.26%7,023 40.1% $676 加仓
GEV GE VERNOVA INC $116.94万0.26%995 10111.3% $11.87万 加仓
TJX TJX COS INC NEW $116.41万0.25%7,684 5,769301.3% $87.40万 加仓
LH LABCORP HOLDINGS INC $114.63万0.25%4,094 190.5% $5,320 加仓
AVUV AMERICAN CENTY ETF TR $112.76万0.25%9,038 -1,405-13.5% -$17.53万 减仓
NUE NUCOR CORP $111.80万0.24%5,019 00.0% — 不变
XLE SELECT SECTOR SPDR TR $109.34万0.24%20,588 170.1% $903 加仓
HACK AMPLIFY ETF TR $108.01万0.24%10,293 00.0% — 不变
MRK MERCK & CO INC $107.46万0.24%8,362 30.0% $386 加仓
ENB ENBRIDGE INC $107.45万0.24%19,821 00.0% — 不变
TRV TRAVELERS COMPANIES INC $105.37万0.23%3,192 -2-0.1% -$660 减仓
T AT&T INC $103.33万0.23%49,920 60.0% $124 加仓
LMT LOCKHEED MARTIN CORP $102.85万0.22%2,019 10.0% $509 加仓
IWB ISHARES TR $98.67万0.22%2,409 -27-1.1% -$1.11万 减仓
GLW CORNING INC $94.81万0.21%3,712 42813.0% $10.93万 加仓
GE GE AEROSPACE $93.59万0.20%2,504 -28-1.1% -$1.05万 减仓
LOW LOWES COS INC $89.13万0.19%4,042 10.0% $221 加仓
KO COCA COLA CO $87.11万0.19%10,718 -10,189-48.7% -$82.81万 减仓
AEP AMERICAN ELEC PWR CO INC $86.83万0.19%6,347 -20,392-76.3% -$278.98万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $85.87万0.19%13,972 2351.7% $1.44万 加仓
GLD SPDR GOLD TR $84.65万0.19%2,298 341.5% $1.25万 加仓
BLK BLACKROCK INC $83.27万0.18%866 -1,206-58.2% -$115.96万 减仓
RTX RTX CORPORATION $82.28万0.18%4,337 2646.5% $5.01万 加仓
HEI/A HEICO CORP NEW $82.01万0.18%3,180 -1,300-29.0% -$33.53万 减仓
MS MORGAN STANLEY $81.26万0.18%3,887 -14,057-78.3% -$293.88万 减仓
TFC TRUIST FINL CORP $78.42万0.17%15,740 10.0% $50 加仓
CSCO CISCO SYS INC $77.60万0.17%6,607 -58-0.9% -$6,812 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $76.81万0.17%8,549 -328-3.7% -$2.95万 减仓
MMM 3M CO $76.37万0.17%4,717 10.0% $162 加仓
IP INTERNATIONAL PAPER CO $74.90万0.16%19,660 -1,000-4.8% -$3.81万 减仓
ORCL ORACLE CORP $70.19万0.15%4,789 20.0% $293 加仓
AMAT APPLIED MATLS INC $68.88万0.15%953 -45-4.5% -$3.25万 减仓
PRU PRUDENTIAL FINL INC $68.16万0.15%6,315 00.0% — 不变
EMR EMERSON ELEC CO $67.58万0.15%4,721 -44,181-90.3% -$632.47万 减仓
BNY BANK OF NY MELLON CORP $62.60万0.14%4,329 -32-0.7% -$4,627 减仓
HON HONEYWELL INTL INC $62.20万0.14%2,778 -6,381-69.7% -$142.88万 减仓