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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,312.17万 | 0.66% | 184,164 | -722 | -0.4% | -$5.14万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,343.41万 | 0.67% | 23,126 | -2,895 | -11.1% | -$168.17万 | 减仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,358.67万 | 0.68% | 396,460 | 35,472 | 9.8% | $121.56万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1,360.20万 | 0.68% | 109,323 | 26,847 | 32.6% | $334.03万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,401.13万 | 0.70% | 20,401 | -956 | -4.5% | -$65.66万 | 减仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $1,491.46万 | 0.74% | 407,504 | 91,877 | 29.1% | $336.27万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1,496.47万 | 0.75% | 283,852 | -47,497 | -14.3% | -$250.40万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $1,505.86万 | 0.75% | 338,547 | 6,589 | 2.0% | $29.31万 | 加仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $1,512.23万 | 0.76% | 458,668 | 9,037 | 2.0% | $29.79万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $1,519.23万 | 0.76% | 415,886 | -1,405 | -0.3% | -$5.13万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1,526.14万 | 0.76% | 199,365 | -107,373 | -35.0% | -$821.94万 | 减仓 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $1,531.98万 | 0.77% | 563,020 | 195,803 | 53.3% | $532.78万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,541.15万 | 0.77% | 329,236 | 18,970 | 6.1% | $88.80万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,642.77万 | 0.82% | 13,696 | 1,430 | 11.7% | $171.52万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1,670.34万 | 0.83% | 49,888 | -6,247 | -11.1% | -$209.16万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,794.77万 | 0.90% | 48,502 | -639 | -1.3% | -$23.65万 | 减仓 |
| AVUQ | AVANTIS U.S. QUALITY ETF SHS AVANTIS US GROWTH EQUITY ETF | $1,804.65万 | 0.90% | 273,432 | 7,258 | 2.7% | $47.90万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,820.50万 | 0.91% | 219,761 | -48,530 | -18.1% | -$402.02万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,841.52万 | 0.92% | 49,368 | 1,479 | 3.1% | $55.17万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,910.59万 | 0.95% | 80,162 | -2,409 | -2.9% | -$57.42万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,079.15万 | 1.04% | 27,842 | 82 | 0.3% | $6.12万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2,170.89万 | 1.08% | 98,933 | -38,561 | -28.0% | -$846.15万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $2,195.79万 | 1.10% | 29,321 | 3,962 | 15.6% | $296.71万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,321.03万 | 1.16% | 64,947 | -1,517 | -2.3% | -$54.21万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,362.91万 | 1.18% | 500,616 | 19,585 | 4.1% | $92.44万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $2,366.75万 | 1.18% | 269,316 | 15,086 | 5.9% | $132.58万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2,728.17万 | 1.36% | 401,142 | 11,537 | 3.0% | $78.46万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $3,174.23万 | 1.59% | 355,855 | 3,691 | 1.0% | $32.92万 | 加仓 |
| AAPL | APPLE INC COM | $3,302.83万 | 1.65% | 114,143 | -5,671 | -4.7% | -$164.10万 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $3,477.54万 | 1.74% | 1,526,575 | 154,892 | 11.3% | $352.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $4,589.11万 | 2.29% | 229,352 | -13,707 | -5.6% | -$274.26万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $4,621.96万 | 2.31% | 1,001,508 | 234,012 | 30.5% | $1,079.96万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $5,092.40万 | 2.54% | 233,671 | 26,125 | 12.6% | $569.34万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $5,645.98万 | 2.82% | 440,816 | -7,817 | -1.7% | -$100.12万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $6,334.75万 | 3.16% | 735,402 | 182,604 | 33.0% | $1,572.95万 | 加仓 |