13F 机构持仓

Strategic Blueprint, LLC

ATLANTA GA · SEC CIK 0001767821

2026Q22026Q1 更早 9 个季度 🔒
$20.02亿2026Q2 申报市值
696持仓数
20.6%前十大占比 · 第一大 3.2%
84 / 39新建仓 / 清仓
申报市值走势$20.02亿2026Q2
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

VUG 3.2%
AVUS 2.8%
VTV 2.5%
IUSB 2.3%
NVDA 2.3%
GOVT 1.7%
AAPL 1.6%
AVDE 1.6%
DYNF 1.4%
SPYM 1.2%

2026Q2 买入最多 按季末市值估算

VUG 加仓+$1,572.95万
IUSB 加仓+$1,079.96万
XOM 新建仓+$717.17万
FMAY 新建仓+$578.07万
VTV 加仓+$569.34万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$887.80万
QUAL 减仓-$846.15万
EFV 减仓-$821.94万
ALLIANZIM U.S. E 减仓-$508.67万
IEMG 减仓-$402.02万

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
CFG CITIZENS FINL GROUP INC COM $22.95万0.01%3,276 3,276— $22.95万 新建仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $22.99万0.01%1,287 -1,813-58.5% -$32.38万 重新持有
— LIFETIME BRANDS INC COM $23.03万0.01%26,996 1550.6% $1,322 加仓
IWO ISHARES RUSSELL 2000 GROWTH ETF $23.30万0.01%591 591— $23.30万 新建仓
SCHW SCHWAB CHARLES CORP COM $23.36万0.01%2,531 -81-3.1% -$7,475 减仓
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF $23.49万0.01%9,161 00.0% — 不变
— WAHED FTSE USA SHARIAH ETF $23.78万0.01%3,331 892.7% $6,353 重新持有
CVS CVS HEALTH CORP COM $23.78万0.01%2,299 2,299— $23.78万 新建仓
SCHA SCHWAB U.S. SMALL-CAP ETF $23.94万0.01%6,625 6,625— $23.94万 新建仓
IDXX IDEXX LABS INC COM $24.06万0.01%457 20.4% $1,053 加仓
RING ISHARES MSCI GLOBAL GOLD MINERS ETF $24.10万0.01%3,730 -2,443-39.6% -$15.78万 减仓
CAH CARDINAL HEALTH INC COM $24.21万0.01%1,019 1,019— $24.21万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY A COM $24.26万0.01%627 193.1% $7,351 重新持有
GM GENERAL MTRS CO COM $24.27万0.01%3,148 -461-12.8% -$3.55万 减仓
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF $24.36万0.01%5,927 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $24.50万0.01%901 901— $24.50万 新建仓
PSA PUBLIC STORAGE COM $24.61万0.01%773 20.3% $637 加仓
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF $24.91万0.01%9,067 00.0% — 不变
QUBT QUANTUM COMPUTING INC COM $24.92万0.01%25,691 25,691— $24.92万 新建仓
TEL TE CONNECTIVITY PLC ORD SHS $24.98万0.01%1,239 -2-0.2% -$403 减仓
CI THE CIGNA GROUP COM $25.02万0.01%907 586.8% $1.60万 加仓
— ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF $25.11万0.01%10,000 00.0% — 不变
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF $25.11万0.01%2,899 44418.1% $3.85万 重新持有
SH PROSHARES SHORT S&P500 $25.28万0.01%7,656 7,656— $25.28万 新建仓
KLAC KLA CORP COM NEW $25.37万0.01%841 841— $25.37万 新建仓
CMCSA COMCAST CORP NEW CL A $25.59万0.01%10,426 -151-1.4% -$3,707 减仓
O REALTY INCOME CORP COM $25.63万0.01%4,136 50814.0% $3.15万 重新持有
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $25.64万0.01%4,566 -412-8.3% -$2.31万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $25.67万0.01%3,163 36913.2% $2.99万 加仓
— SP FUNDS DOW JONES GLOBAL SUKUK ETF $25.92万0.01%14,390 1901.3% $3,422 加仓
VCRB VANGUARD CORE BOND ETF $25.97万0.01%3,362 -972-22.4% -$7.51万 减仓
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF $26.00万0.01%10,450 -6,242-37.4% -$15.53万 减仓
EFA ISHARES MSCI EAFE ETF $26.09万0.01%2,512 712.9% $7,375 加仓
WWJD INSPIRE INTERNATIONAL ETF $26.11万0.01%6,848 -4,055-37.2% -$15.46万 减仓
F FORD MTR CO COM $26.26万0.01%18,893 -1,160-5.8% -$1.61万 减仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $26.33万0.01%3,170 00.0% — 不变
TGT TARGET CORP COM $26.43万0.01%2,024 1115.8% $1.45万 加仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $26.47万0.01%1,115 12913.1% $3.06万 加仓
PNR PENTAIR PLC SHS $26.48万0.01%3,454 -514-13.0% -$3.94万 减仓
XME STATE STREET SPDR S&P METALS & MINING ETF $26.49万0.01%2,478 -82-3.2% -$8,767 减仓
ARKK ARK INNOVATION ETF $26.59万0.01%3,290 -24-0.7% -$1,940 减仓
HOLA JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF $26.65万0.01%4,813 00.0% — 不变
— INNOVATOR EQUITY DUAL DIRECTIONAL 10 BUFFER ETF - JULY $26.83万0.01%12,195 00.0% — 不变
LAMR LAMAR ADVERTISING CO CL A $26.84万0.01%1,721 1,721— $26.84万 新建仓
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND $26.85万0.01%4,579 180.4% $1,055 加仓
— GRANITESHARES HIPS US HIGH INCOME ETF $26.85万0.01%23,258 23,258— $26.85万 新建仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY $26.90万0.01%10,352 -4,131-28.5% -$10.73万 减仓
OAIM ONEASCENT INTERNATIONAL EQUITY ETF $27.01万0.01%5,648 2514.7% $1.20万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF $27.11万0.01%7,227 00.0% — 不变
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF $27.15万0.01%6,681 -124-1.8% -$5,039 减仓
TPLC TIMOTHY PLAN US LARGE/MID CAP CORE ETF $27.46万0.01%5,454 00.0% — 不变
SWK STANLEY BLACK & DECKER INC COM $27.65万0.01%2,938 -281-8.7% -$2.64万 减仓
PWR QUANTA SVCS INC COM $27.87万0.01%387 -1-0.3% -$720 减仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - MAY $27.92万0.01%7,347 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $28.05万0.01%1,222 -132-9.7% -$3.03万 减仓
— CALAMOS AUTOCALLABLE GROWTH ETF $28.23万0.01%10,188 10,188— $28.23万 新建仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - DECEMBER $28.55万0.01%14,291 2,68023.1% $5.35万 加仓
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF $28.57万0.01%9,407 9,407— $28.57万 新建仓
— INSPIRE GLOBAL HOPE ETF $28.65万0.01%6,007 -325-5.1% -$1.55万 减仓
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND $28.68万0.01%2,252 2,252— $28.68万 新建仓
SECU ISHARES SECURITIZED INCOME ACTIVE ETF $28.79万0.01%5,775 5,775— $28.79万 新建仓
SYK STRYKER CORPORATION COM $28.98万0.01%920 80.9% $2,520 加仓
NOC NORTHROP GRUMMAN CORP COM $29.12万0.01%572 -44-7.1% -$2.24万 减仓
IRM IRON MTN INC DEL COM $29.22万0.01%2,313 -3-0.1% -$379 减仓
VOOG VANGUARD S&P 500 GROWTH ETF $29.78万0.01%3,604 3,604— $29.78万 新建仓
SGOL ABRDN PHYSICAL GOLD SHARES ETF $29.94万0.01%7,832 00.0% — 不变
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF $29.96万0.01%4,928 -385-7.2% -$2.34万 减仓
OKLO OKLO INC COM CL A $30.11万0.02%5,755 1803.2% $9,419 加仓
BE BLOOM ENERGY CORP COM CL A $30.30万0.02%1,001 1,001— $30.30万 新建仓
FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF $30.31万0.02%7,368 00.0% — 不变
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF $30.49万0.02%9,883 2,72038.0% $8.39万 加仓
SCHP SCHWAB US TIPS ETF $30.60万0.02%11,547 3142.8% $8,321 加仓
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF $30.89万0.02%6,438 -4,997-43.7% -$23.98万 减仓
TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF $30.91万0.02%7,310 -10-0.1% -$423 减仓
JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF $30.95万0.02%7,582 -292-3.7% -$1.19万 减仓
ESGE ISHARES ESG AWARE MSCI EM ETF $31.04万0.02%5,675 150.3% $820 加仓
VBND VIDENT U.S. BOND STRATEGY ETF $31.35万0.02%7,185 911.3% $3,970 加仓
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF $31.48万0.02%8,621 -114-1.3% -$4,163 重新持有
LRGF ISHARES U.S. EQUITY FACTOR ETF $31.51万0.02%4,166 -239-5.4% -$1.81万 减仓
FTAI FTAI AVIATION LTD SHS $31.79万0.02%1,175 1,175— $31.79万 新建仓
EWJ ISHARES MSCI JAPAN ETF $31.81万0.02%3,410 812.4% $7,556 加仓
VOT VANGUARD MID-CAP GROWTH ETF $32.04万0.02%1,046 00.0% — 不变
ADI ANALOG DEVICES INC COM $32.07万0.02%807 9513.3% $3.77万 加仓
LNC LINCOLN NATL CORP IND COM $32.09万0.02%9,078 -628-6.5% -$2.22万 减仓
BMY BRISTOL-MYERS SQUIBB CO COM $32.10万0.02%5,572 -579-9.4% -$3.34万 减仓
MGV VANGUARD MEGA CAP VALUE ETF $32.33万0.02%1,978 -580-22.7% -$9.48万 减仓
HDV ISHARES CORE HIGH DIVIDEND ETF $32.73万0.02%11,939 -1,476-11.0% -$4.05万 减仓
CRM SALESFORCE INC COM $32.80万0.02%2,094 -112-5.1% -$1.75万 减仓
VHT VANGUARD HEALTH CARE ETF $33.24万0.02%1,112 -17-1.5% -$5,082 减仓
FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK $33.81万0.02%67,749 -1,249-1.8% -$6,232 减仓
COF CAPITAL ONE FINL CORP COM $33.92万0.02%1,691 -151-8.2% -$3.03万 减仓
EZU ISHARES MSCI EUROZONE ETF $34.14万0.02%4,912 -210-4.1% -$1.46万 减仓
IXJ ISHARES GLOBAL HEALTHCARE ETF $35.05万0.02%3,563 -12-0.3% -$1,181 减仓
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF $35.38万0.02%13,409 9057.2% $2.39万 加仓
ADP AUTOMATIC DATA PROCESSING INC COM $35.44万0.02%1,582 -48-2.9% -$1.08万 减仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $35.52万0.02%12,512 9998.7% $2.84万 加仓
GILD GILEAD SCIENCES INC COM $35.61万0.02%2,819 34914.1% $4.41万 加仓
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX $35.68万0.02%1,861 -13-0.7% -$2,492 减仓
HBAN HUNTINGTON BANCSHARES INC COM $36.16万0.02%20,396 350.2% $621 加仓
SPGI S&P GLOBAL INC COM $36.50万0.02%896 -10-1.1% -$4,074 减仓