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
BLCR ISHARES LARGE CAP CORE ACTIVE ETF $166.85万0.08%33,125 18,701129.7% $94.20万 加仓
NVT NVENT ELEC PLC SHS $167.32万0.08%9,865 9,865— $167.32万 新建仓
BPRE BLUEROCK PVT REAL ESTATE FD COM $167.50万0.08%128,751 -21,180-14.1% -$27.56万 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $168.61万0.08%14,452 -3,562-19.8% -$41.56万 减仓
SMH VANECK SEMICONDUCTOR ETF $168.84万0.08%2,574 -58-2.2% -$3.80万 减仓
MRK MERCK & CO INC COM $170.21万0.09%13,246 3312.6% $4.25万 加仓
LNT ALLIANT ENERGY CORP COM $171.80万0.09%22,519 -384-1.7% -$2.93万 减仓
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF $172.26万0.09%18,973 40.0% $363 加仓
TTMI TTM TECHNOLOGIES INC COM $174.81万0.09%9,347 9,347— $174.81万 新建仓
— ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF $175.61万0.09%44,727 00.0% — 不变
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF $176.12万0.09%6,167 -27-0.4% -$7,711 减仓
— INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - APRIL $176.48万0.09%50,258 5231.1% $1.84万 加仓
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF $178.70万0.09%6,700 -600-8.2% -$16.00万 减仓
APH AMPHENOL CORP CL A $179.33万0.09%10,171 -4,130-28.9% -$72.82万 减仓
DWLD DAVIS SELECT WORLDWIDE ETF $183.81万0.09%39,750 13,89153.7% $64.23万 加仓
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER $184.48万0.09%44,260 -339-0.8% -$1.41万 减仓
BDVL ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT $185.20万0.09%71,287 2,6483.9% $6.88万 加仓
LOW LOWES COS INC COM $186.05万0.09%8,438 1832.2% $4.04万 加仓
SHW SHERWIN WILLIAMS CO COM $186.59万0.09%5,419 -33-0.6% -$1.14万 减仓
ALAB ASTERA LABS INC COM $188.33万0.09%3,899 -3,989-50.6% -$192.68万 减仓
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY $189.58万0.09%41,644 5,73716.0% $26.12万 加仓
IWX ISHARES RUSSELL TOP 200 VALUE ETF $189.69万0.09%18,038 1160.6% $1.22万 加仓
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF $191.22万0.10%36,183 2,5807.7% $13.64万 加仓
EDGU 3EDGE DYNAMIC US EQUITY ETF $191.29万0.10%59,777 32,812121.7% $105.00万 加仓
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST $194.07万0.10%3,715 -29-0.8% -$1.51万 减仓
GLW CORNING INC COM $195.58万0.10%7,657 3,47383.0% $88.71万 加仓
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF $195.85万0.10%10,573 2,07624.4% $38.45万 加仓
DDEC FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER $196.88万0.10%41,557 -668-1.6% -$3.16万 减仓
ISRG INTUITIVE SURGICAL INC COM NEW $197.49万0.10%4,966 55612.6% $22.11万 加仓
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY $198.16万0.10%35,970 18,450105.3% $101.64万 加仓
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF $198.88万0.10%29,429 2120.7% $1.43万 加仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $200.01万0.10%29,270 3,29512.7% $22.52万 加仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $201.63万0.10%24,875 5382.2% $4.36万 加仓
CSCO CISCO SYS INC COM $204.82万0.10%17,437 -1,800-9.4% -$21.14万 减仓
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF $205.03万0.10%114,673 -635-0.6% -$1.14万 减仓
FVAL FIDELITY VALUE FACTOR ETF $207.81万0.10%26,665 1,6636.7% $12.96万 加仓
KKR KKR & CO INC COM $210.36万0.11%22,920 -1,225-5.1% -$11.24万 减仓
FQAL FIDELITY QUALITY FACTOR ETF $210.74万0.11%25,902 2,1669.1% $17.62万 加仓
SPMO INVESCO S&P 500 MOMENTUM ETF $211.16万0.11%13,071 1,23010.4% $19.87万 加仓
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $212.48万0.11%47,898 -2,508-5.0% -$11.13万 减仓
IESC IES HOLDINGS INC COM $215.40万0.11%2,932 86942.1% $63.84万 加仓
SLV ISHARES SILVER TRUST $215.56万0.11%40,315 -66-0.2% -$3,529 减仓
— DIMENSIONAL U.S. TARGETED VALUE ETF $215.86万0.11%30,881 -1,064-3.3% -$7.44万 减仓
EDGH 3EDGE DYNAMIC HARD ASSETS ETF $215.90万0.11%67,871 2,9904.6% $9.51万 加仓
FLDR FIDELITY LOW DURATION BOND FACTOR ETF $216.27万0.11%43,160 3,4888.8% $17.48万 加仓
VBR VANGUARD SMALL CAP VALUE ETF $218.48万0.11%8,991 780.9% $1.90万 加仓
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $218.54万0.11%22,080 1,4697.1% $14.54万 加仓
CRS CARPENTER TECHNOLOGY CORP COM $218.67万0.11%3,545 2,401209.9% $148.10万 加仓
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER $219.62万0.11%41,280 -518-1.2% -$2.76万 减仓
LUNR INTUITIVE MACHINES INC CLASS A COM $223.04万0.11%104,275 6,4666.6% $13.83万 加仓
CVX CHEVRON CORPORATION COM $223.76万0.11%13,499 1711.3% $2.83万 加仓
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF $227.23万0.11%89,886 3,1183.6% $7.88万 加仓
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF $230.84万0.12%15,046 2,57520.6% $39.51万 加仓
GE GE AEROSPACE COM NEW $230.90万0.12%6,178 2554.3% $9.53万 加仓
IEFA ISHARES CORE MSCI EAFE ETF $231.10万0.12%23,928 -3,991-14.3% -$38.55万 减仓
ACWI ISHARES MSCI ACWI ETF $232.19万0.12%14,792 -7-0.0% -$1,099 减仓
APO APOLLO GLOBAL MGMT INC COM $234.66万0.12%19,835 -1,367-6.4% -$16.17万 减仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $235.55万0.12%14,846 9917.2% $15.72万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $235.78万0.12%4,937 3597.8% $17.15万 加仓
KO COCA COLA CO COM $236.28万0.12%29,074 3,27812.7% $26.64万 加仓
IWV ISHARES RUSSELL 3000 ETF $238.36万0.12%5,590 -74-1.3% -$3.16万 减仓
ABBV ABBVIE INC COM $245.06万0.12%9,738 2612.8% $6.57万 加仓
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF $246.86万0.12%67,837 -1,170-1.7% -$4.26万 减仓
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $247.56万0.12%38,501 15,73069.1% $101.14万 加仓
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND $248.74万0.12%26,976 -565-2.1% -$5.21万 减仓
AMAT APPLIED MATLS INC COM $253.64万0.13%3,508 1,769101.7% $127.90万 加仓
CPER UNITED STATES COPPER INDEX FUND $255.01万0.13%67,587 -3,815-5.3% -$14.39万 减仓
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF $257.75万0.13%26,599 2110.8% $2.04万 加仓
COST COSTCO WHOLESALE CORPORATION COM $257.92万0.13%2,757 -518-15.8% -$48.46万 减仓
IWY ISHARES RUSSELL TOP 200 GROWTH ETF $260.36万0.13%8,959 3,48163.5% $101.16万 加仓
ACYN FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF $261.36万0.13%125,713 106,133542.0% $220.65万 加仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $261.59万0.13%46,316 -15,675-25.3% -$88.53万 减仓
DMAY FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY $263.55万0.13%55,931 45,473434.8% $214.27万 重新持有
DUK DUKE ENERGY CORP NEW COM NEW $265.03万0.13%20,938 3,06217.1% $38.76万 加仓
IVLU ISHARES MSCI INTL VALUE FACTOR ETF $265.48万0.13%63,481 1790.3% $7,486 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $268.46万0.13%9,547 -24-0.3% -$6,749 减仓
SNDK SANDISK CORP COM $271.26万0.14%1,193 1,193— $271.26万 新建仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $272.37万0.14%19,928 -890-4.3% -$12.16万 减仓
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $289.17万0.14%15,178 -1,495-9.0% -$28.48万 减仓
IEF ISHARES 7-10 YEAR TREASURY BOND ETF $289.82万0.14%30,647 7,36931.7% $69.69万 加仓
VXF VANGUARD EXTENDED MARKET ETF $292.25万0.15%11,870 -6-0.1% -$1,477 减仓
— ZACKS QUALITY INTERNATIONAL ETF $292.36万0.15%100,059 21,76027.8% $63.58万 加仓
QQQM INVESCO NASDAQ 100 ETF $293.90万0.15%9,701 2602.8% $7.88万 加仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $297.11万0.15%37,595 7,69125.7% $60.78万 加仓
SYSB ISHARES SYSTEMATIC BOND ETF $297.37万0.15%33,520 2,6268.5% $23.30万 加仓
HFSI HARTFORD STRATEGIC INCOME ETF $297.43万0.15%84,593 13,07218.3% $45.96万 加仓
VT VANGUARD TOTAL WORLD STOCK ETF $298.73万0.15%19,033 -226-1.2% -$3.55万 减仓
— ZACKS FOCUS GROWTH ETF $300.21万0.15%94,465 23,08432.3% $73.36万 加仓
LRCX LAM RESEARCH CORP COM NEW $300.46万0.15%6,934 1,93238.6% $83.72万 加仓
MBB ISHARES MBS ETF $305.11万0.15%32,280 13,84775.1% $130.88万 加仓
UBER UBER TECHNOLOGIES INC COM $309.04万0.15%42,827 -165-0.4% -$1.19万 减仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $316.13万0.16%62,440 -16,317-20.7% -$82.61万 减仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $317.42万0.16%19,284 7494.0% $12.33万 加仓
LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF $318.36万0.16%62,156 30,74697.9% $157.48万 加仓
VB VANGUARD SMALL-CAP ETF $323.06万0.16%10,658 -251-2.3% -$7.61万 减仓
JNJ JOHNSON & JOHNSON COM $324.97万0.16%12,796 8116.8% $20.60万 加仓
BDYN ISHARES DYNAMIC EQUITY ACTIVE ETF $330.79万0.17%119,247 1,3511.1% $3.75万 加仓
AEP AMERICAN ELEC PWR CO INC COM $334.14万0.17%24,424 -294-1.2% -$4.02万 减仓
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $335.66万0.17%35,945 1,8525.4% $17.29万 加仓
USMV ISHARES MSCI USA MIN VOL FACTOR ETF $344.60万0.17%35,725 -1,376-3.7% -$13.27万 减仓