Strategic Blueprint, LLC
ATLANTA GA · SEC CIK 0001767821
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $345.31万 | 0.17% | 149,289 | 16,875 | 12.7% | $39.03万 | 加仓 |
| TSLA | TESLA INC COM | $346.78万 | 0.17% | 8,245 | -1,361 | -14.2% | -$57.24万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $353.38万 | 0.18% | 1,783 | -112 | -5.9% | -$22.20万 | 减仓 |
| SBAR | SIMPLIFY BARRIER INCOME ETF | $353.80万 | 0.18% | 138,204 | -8,059 | -5.5% | -$20.63万 | 减仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $353.93万 | 0.18% | 79,321 | 6,067 | 8.3% | $27.07万 | 加仓 |
| GEV | GE VERNOVA INC COM | $354.52万 | 0.18% | 3,018 | 815 | 37.0% | $95.74万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $358.47万 | 0.18% | 24,484 | 14,272 | 139.8% | $208.95万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $358.87万 | 0.18% | 39,161 | -7,909 | -16.8% | -$72.48万 | 减仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $360.25万 | 0.18% | 60,740 | 19,211 | 46.3% | $113.94万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $361.46万 | 0.18% | 10,230 | 341 | 3.4% | $12.05万 | 加仓 |
| HD | HOME DEPOT INC COM | $363.53万 | 0.18% | 10,308 | 786 | 8.3% | $27.72万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $372.17万 | 0.19% | 48,899 | 21,215 | 76.6% | $161.47万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $372.86万 | 0.19% | 34,646 | -1,607 | -4.4% | -$17.29万 | 减仓 |
| CAT | CATERPILLAR INC COM | $387.39万 | 0.19% | 3,638 | 125 | 3.6% | $13.31万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $401.08万 | 0.20% | 81,388 | 200 | 0.2% | $9,856 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $415.34万 | 0.21% | 40,655 | 11,071 | 37.4% | $113.10万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $428.51万 | 0.21% | 11,712 | -1,910 | -14.0% | -$69.88万 | 减仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $437.68万 | 0.22% | 44,403 | 10,702 | 31.8% | $105.49万 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $437.97万 | 0.22% | 42,812 | -649 | -1.5% | -$6.64万 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $440.57万 | 0.22% | 50,230 | -495 | -1.0% | -$4.34万 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $440.60万 | 0.22% | 109,356 | 3,893 | 3.7% | $15.68万 | 加仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $450.16万 | 0.22% | 96,539 | -5,172 | -5.1% | -$24.12万 | 减仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $457.16万 | 0.23% | 82,268 | 14,939 | 22.2% | $83.02万 | 加仓 |
| CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $461.78万 | 0.23% | 62,092 | 2,157 | 3.6% | $16.04万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $462.91万 | 0.23% | 31,568 | 581 | 1.9% | $8.52万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $464.93万 | 0.23% | 124,113 | 1,644 | 1.3% | $6.16万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $466.73万 | 0.23% | 84,737 | -19,030 | -18.3% | -$104.82万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $468.20万 | 0.23% | 47,678 | 896 | 1.9% | $8.80万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $469.15万 | 0.23% | 28,560 | -850 | -2.9% | -$13.96万 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $476.70万 | 0.24% | 46,183 | -168 | -0.4% | -$1.73万 | 减仓 |
| UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $496.51万 | 0.25% | 109,528 | -239 | -0.2% | -$1.08万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $499.39万 | 0.25% | 64,764 | 299 | 0.5% | $2.31万 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $507.81万 | 0.25% | 73,066 | 27,296 | 59.6% | $189.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $510.25万 | 0.25% | 14,404 | -14 | -0.1% | -$4,959 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $518.32万 | 0.26% | 153,167 | 15,691 | 11.4% | $53.10万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $520.33万 | 0.26% | 22,916 | -236 | -1.0% | -$5.36万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $521.07万 | 0.26% | 12,725 | -205 | -1.6% | -$8.39万 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $521.40万 | 0.26% | 47,250 | -685 | -1.4% | -$7.56万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $524.71万 | 0.26% | 4,546 | 1,188 | 35.4% | $137.12万 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $530.08万 | 0.26% | 52,359 | 16,437 | 45.8% | $166.41万 | 加仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $533.02万 | 0.27% | 137,909 | 3,692 | 2.8% | $14.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $540.28万 | 0.27% | 10,797 | 547 | 5.3% | $27.37万 | 加仓 |
| NFLX | NETFLIX INC. COM | $545.54万 | 0.27% | 76,406 | -4,084 | -5.1% | -$29.16万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $566.34万 | 0.28% | 56,257 | 11,327 | 25.2% | $114.03万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $573.41万 | 0.29% | 48,822 | -897 | -1.8% | -$10.54万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $575.35万 | 0.29% | 24,315 | -1,108 | -4.4% | -$26.22万 | 减仓 |
| AVGO | BROADCOM INC COM | $577.51万 | 0.29% | 15,288 | -273 | -1.8% | -$10.31万 | 减仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $578.07万 | 0.29% | 102,859 | 102,859 | — | $578.07万 | 新建仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $579.27万 | 0.29% | 78,984 | 803 | 1.0% | $5.89万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $582.09万 | 0.29% | 59,641 | 13,262 | 28.6% | $129.44万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $582.72万 | 0.29% | 24,380 | -4,221 | -14.8% | -$100.89万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $603.65万 | 0.30% | 73,517 | -1,129 | -1.5% | -$9.27万 | 减仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $622.36万 | 0.31% | 131,354 | -633 | -0.5% | -$3.00万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $625.21万 | 0.31% | 82,799 | 902 | 1.1% | $6.81万 | 加仓 |
| RTX | RTX CORPORATION COM | $644.49万 | 0.32% | 33,969 | 14,830 | 77.5% | $281.37万 | 加仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $645.65万 | 0.32% | 171,079 | -3,370 | -1.9% | -$12.72万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $664.64万 | 0.33% | 157,015 | 254 | 0.2% | $1.08万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $664.90万 | 0.33% | 116,690 | 23,768 | 25.6% | $135.43万 | 加仓 |
| BJUN | INNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $695.54万 | 0.35% | 142,881 | 40,063 | 39.0% | $195.03万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $717.17万 | 0.36% | 52,456 | 52,456 | — | $717.17万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $719.72万 | 0.36% | 75,411 | 2,821 | 3.9% | $26.92万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $727.92万 | 0.36% | 70,637 | -977 | -1.4% | -$10.07万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $727.98万 | 0.36% | 143,926 | -7,199 | -4.8% | -$36.41万 | 减仓 |
| V | VISA INC COM CL A | $733.52万 | 0.37% | 21,380 | -466 | -2.1% | -$15.99万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $737.81万 | 0.37% | 123,606 | -412 | -0.3% | -$2.46万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $741.88万 | 0.37% | 53,943 | 2,118 | 4.1% | $29.13万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $749.85万 | 0.37% | 143,265 | -30,235 | -17.4% | -$158.25万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $768.97万 | 0.38% | 242,501 | 5,777 | 2.4% | $18.32万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $769.50万 | 0.38% | 76,682 | -6,966 | -8.3% | -$69.90万 | 减仓 |
| C | CITIGROUP INC COM NEW | $777.75万 | 0.39% | 55,570 | -561 | -1.0% | -$7.85万 | 减仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $786.60万 | 0.39% | 168,913 | 5,330 | 3.3% | $24.82万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $788.82万 | 0.39% | 84,221 | -12,902 | -13.3% | -$120.84万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $791.28万 | 0.40% | 163,386 | -4,554 | -2.7% | -$22.06万 | 减仓 |
| WMT | WALMART INC COM | $809.60万 | 0.40% | 71,482 | -6,102 | -7.9% | -$69.11万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $818.17万 | 0.41% | 68,454 | 1,438 | 2.1% | $17.19万 | 加仓 |
| META | META PLATFORMS INC CL A | $818.25万 | 0.41% | 14,526 | -1,511 | -9.4% | -$85.11万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $820.70万 | 0.41% | 131,945 | -35,210 | -21.1% | -$219.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $835.31万 | 0.42% | 25,519 | 225 | 0.9% | $7.36万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $837.75万 | 0.42% | 138,953 | 3,123 | 2.3% | $18.83万 | 加仓 |
| EDGF | 3EDGE DYNAMIC FIXED INCOME ETF | $842.51万 | 0.42% | 341,857 | -65,552 | -16.1% | -$161.55万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $859.63万 | 0.43% | 72,244 | 14,860 | 25.9% | $176.82万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $880.17万 | 0.44% | 147,408 | 24,817 | 20.2% | $148.18万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $889.36万 | 0.44% | 92,172 | -3,628 | -3.8% | -$35.01万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $915.49万 | 0.46% | 36,296 | -2,782 | -7.1% | -$70.17万 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $923.74万 | 0.46% | 101,276 | -4,828 | -4.6% | -$44.04万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $924.88万 | 0.46% | 62,361 | -443 | -0.7% | -$6.57万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $941.13万 | 0.47% | 218,310 | -71,674 | -24.7% | -$308.99万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $1,004.93万 | 0.50% | 101,930 | 2,018 | 2.0% | $19.90万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,017.39万 | 0.51% | 134,239 | -2,309 | -1.7% | -$17.50万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $1,018.40万 | 0.51% | 62,223 | -2,333 | -3.6% | -$38.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,042.67万 | 0.52% | 30,575 | -1,007 | -3.2% | -$34.34万 | 减仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $1,048.78万 | 0.52% | 390,607 | 164,248 | 72.6% | $441.01万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1,058.70万 | 0.53% | 84,859 | -440 | -0.5% | -$5.49万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1,064.57万 | 0.53% | 16,614 | -896 | -5.1% | -$57.41万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,075.18万 | 0.54% | 14,600 | 678 | 4.9% | $49.93万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,086.78万 | 0.54% | 29,502 | -1,370 | -4.4% | -$50.47万 | 减仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $1,132.31万 | 0.57% | 238,231 | 7,081 | 3.1% | $33.66万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $1,164.93万 | 0.58% | 330,571 | 6,732 | 2.1% | $23.72万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,183.52万 | 0.59% | 34,522 | -9,334 | -21.3% | -$320.00万 | 减仓 |
| AVLC | AVANTIS U.S. LARGE CAP EQUITY ETF | $1,307.90万 | 0.65% | 145,387 | 3,087 | 2.2% | $27.77万 | 加仓 |