Strategic Blueprint, LLC
ATLANTA GA · SEC CIK 0001767821
$17.20亿2026Q1 申报市值
639持仓数
20.3%前十大占比 · 第一大 2.9%
40 / 47新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOVT 加仓+$1,133.84万
CORO 新建仓+$1,014.84万
IVV 加仓+$670.38万
CAIE 加仓+$500.45万
CALAMOS NASDAQ A 加仓+$492.29万
2026Q1 卖出最多 按季末市值估算
ISHARES LARGE CA 重新持有-$1,991.23万
VXUS 重新持有-$1,664.90万
OEF 减仓-$1,146.32万
IEMG 减仓-$499.04万
IAU 减仓-$466.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $452.27万 | 0.26% | 44,930 | 5,048 | 12.7% | $50.81万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $447.57万 | 0.26% | 30,987 | 340 | 1.1% | $4.91万 | 加仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $444.93万 | 0.26% | 45,907 | 1,034 | 2.3% | $10.02万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $440.88万 | 0.26% | 46,782 | 634 | 1.4% | $5.97万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $435.33万 | 0.25% | 64,465 | -585 | -0.9% | -$3.95万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $433.28万 | 0.25% | 13,622 | -36,040 | -72.6% | -$1,146.32万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $431.35万 | 0.25% | 47,070 | 2,882 | 6.5% | $26.41万 | 加仓 |
| CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $428.11万 | 0.25% | 59,935 | 129 | 0.2% | $9,214 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $423.33万 | 0.25% | 105,463 | 23,221 | 28.2% | $93.21万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $418.89万 | 0.24% | 29,410 | 3,831 | 15.0% | $54.56万 | 加仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $410.41万 | 0.24% | 46,379 | 18,272 | 65.0% | $161.69万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $400.47万 | 0.23% | 137,476 | -13,207 | -8.8% | -$38.47万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $398.75万 | 0.23% | 78,757 | 14,488 | 22.5% | $73.35万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $393.57万 | 0.23% | 46,351 | 3,039 | 7.0% | $25.80万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $386.63万 | 0.22% | 122,469 | 4,005 | 3.4% | $12.64万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $384.83万 | 0.22% | 36,253 | -6,105 | -14.4% | -$64.80万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $376.23万 | 0.22% | 13,473 | 641 | 5.0% | $17.90万 | 加仓 |
| RTX | RTX CORPORATION COM | $369.19万 | 0.21% | 19,139 | 14,117 | 281.1% | $272.32万 | 加仓 |
| SBAR | SIMPLIFY BARRIER INCOME ETF | $358.93万 | 0.21% | 146,263 | 58,497 | 66.7% | $143.55万 | 加仓 |
| TSLA | TESLA INC COM | $357.11万 | 0.21% | 9,606 | 223 | 2.4% | $8.29万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $351.36万 | 0.20% | 61,991 | -5,913 | -8.7% | -$33.51万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $345.38万 | 0.20% | 81,188 | 677 | 0.8% | $2.88万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $344.08万 | 0.20% | 37,101 | -47 | -0.1% | -$4,359 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $341.87万 | 0.20% | 43,461 | 1,059 | 2.5% | $8.33万 | 加仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $336.91万 | 0.20% | 67,329 | 1,214 | 1.8% | $6.07万 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $334.58万 | 0.19% | 35,922 | 2,272 | 6.8% | $21.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $326.30万 | 0.19% | 3,275 | -841 | -20.4% | -$83.79万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $324.00万 | 0.19% | 24,718 | 1,505 | 6.5% | $19.73万 | 加仓 |
| HD | HOME DEPOT INC COM | $313.18万 | 0.18% | 9,522 | -157 | -1.6% | -$5.16万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $309.24万 | 0.18% | 42,992 | 1,264 | 3.0% | $9.09万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $307.47万 | 0.18% | 132,414 | 31,172 | 30.8% | $72.38万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $305.98万 | 0.18% | 29,584 | -196 | -0.7% | -$2.03万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $301.59万 | 0.18% | 34,093 | -417 | -1.2% | -$3.69万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $294.53万 | 0.17% | 45,770 | 29,452 | 180.5% | $189.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $292.97万 | 0.17% | 11,985 | -173 | -1.4% | -$4.23万 | 减仓 |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | $286.60万 | 0.17% | 117,896 | 4,224 | 3.7% | $10.27万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $285.73万 | 0.17% | 10,909 | -873 | -7.4% | -$22.87万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $283.68万 | 0.16% | 9,889 | 268 | 2.8% | $7.69万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $275.76万 | 0.16% | 13,328 | -1,035 | -7.2% | -$21.41万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $275.15万 | 0.16% | 40,381 | -24,141 | -37.4% | -$164.50万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $274.95万 | 0.16% | 30,894 | 6,000 | 24.1% | $53.40万 | 加仓 |
| SMIZ | ZACKS SMALL/MID CAP ETF | $271.55万 | 0.16% | 73,254 | 4,503 | 6.5% | $16.69万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $270.13万 | 0.16% | 18,535 | -1,678 | -8.3% | -$24.46万 | 减仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $269.94万 | 0.16% | 33,701 | 889 | 2.7% | $7.12万 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $266.39万 | 0.15% | 19,259 | 3,167 | 19.7% | $43.81万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $263.51万 | 0.15% | 18,014 | 4,445 | 32.8% | $65.02万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $261.32万 | 0.15% | 1,895 | 258 | 15.8% | $35.58万 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $255.44万 | 0.15% | 26,388 | 4,061 | 18.2% | $39.31万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $254.15万 | 0.15% | 27,541 | 3,119 | 12.8% | $28.78万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $252.75万 | 0.15% | 27,919 | -1,552 | -5.3% | -$14.05万 | 减仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $251.18万 | 0.15% | 63,302 | 345 | 0.5% | $1.37万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF | $250.03万 | 0.15% | 77,770 | -2,496 | -3.1% | -$8.02万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $249.04万 | 0.14% | 149,931 | 6,467 | 4.5% | $10.74万 | 加仓 |
| CAT | CATERPILLAR INC COM | $248.92万 | 0.14% | 3,513 | -220 | -5.9% | -$15.59万 | 减仓 |
| HFSI | HARTFORD STRATEGIC INCOME ETF | $248.32万 | 0.14% | 71,521 | 7,900 | 12.4% | $27.43万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $246.59万 | 0.14% | 20,818 | 319 | 1.6% | $3.78万 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $245.84万 | 0.14% | 71,402 | 7,795 | 12.3% | $26.84万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $244.41万 | 0.14% | 11,876 | 498 | 4.4% | $10.25万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $237.05万 | 0.14% | 29,904 | 2,498 | 9.1% | $19.80万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $236.23万 | 0.14% | 21,202 | -14,114 | -40.0% | -$157.25万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $234.07万 | 0.14% | 17,876 | 406 | 2.3% | $5.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $231.99万 | 0.13% | 9,571 | 36 | 0.4% | $8,726 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $228.48万 | 0.13% | 69,007 | 81 | 0.1% | $2,682 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $224.33万 | 0.13% | 9,441 | 1,559 | 19.8% | $37.04万 | 加仓 |
| KKR | KKR & CO INC COM | $223.34万 | 0.13% | 24,145 | -29,104 | -54.7% | -$269.21万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $222.17万 | 0.13% | 23,278 | 5,291 | 29.4% | $50.50万 | 加仓 |
| KHPI | KENSINGTON HEDGED PREMIUM INCOME ETF | $222.08万 | 0.13% | 91,729 | 13,276 | 16.9% | $32.14万 | 加仓 |
| EDGH | 3EDGE DYNAMIC HARD ASSETS ETF | $221.96万 | 0.13% | 64,881 | -18,287 | -22.0% | -$62.56万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $221.58万 | 0.13% | 16,673 | 207 | 1.3% | $2.75万 | 加仓 |
| CGUI | CAPITAL GROUP ULTRA SHORT INCOME ETF | $219.35万 | 0.13% | 86,768 | 7,629 | 9.6% | $19.29万 | 加仓 |
| — | ZACKS QUALITY INTERNATIONAL ETF | $211.09万 | 0.12% | 78,299 | 15,955 | 25.6% | $43.01万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $209.95万 | 0.12% | 5,664 | -140 | -2.4% | -$5.19万 | 减仓 |
| ABBV | ABBVIE INC COM | $206.12万 | 0.12% | 9,477 | 178 | 1.9% | $3.87万 | 加仓 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $205.53万 | 0.12% | 41,529 | 12,133 | 41.3% | $60.05万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $204.77万 | 0.12% | 14,799 | -764 | -4.9% | -$10.57万 | 减仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $204.67万 | 0.12% | 115,308 | 23,235 | 25.2% | $41.24万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $204.60万 | 0.12% | 20,611 | 451 | 2.2% | $4.48万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $203.30万 | 0.12% | 4,410 | 1,414 | 47.2% | $65.18万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $203.13万 | 0.12% | 13,855 | 2,334 | 20.3% | $34.22万 | 加仓 |
| BDEC | INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $200.63万 | 0.12% | 41,798 | 680 | 1.7% | $3.26万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $199.67万 | 0.12% | 24,943 | -4,887 | -16.4% | -$39.12万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $199.50万 | 0.12% | 31,945 | 1,539 | 5.1% | $9.61万 | 加仓 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $198.56万 | 0.12% | 39,672 | -777 | -1.9% | -$3.89万 | 减仓 |
| — | ZACKS FOCUS GROWTH ETF | $196.77万 | 0.11% | 71,381 | 5,667 | 8.6% | $15.62万 | 加仓 |
| KO | COCA COLA CO COM | $196.18万 | 0.11% | 25,796 | 2,203 | 9.3% | $16.75万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $195.88万 | 0.11% | 50,406 | -365 | -0.7% | -$1.42万 | 减仓 |
| LOW | LOWES COS INC COM | $195.04万 | 0.11% | 8,255 | 10 | 0.1% | $2,363 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $193.65万 | 0.11% | 8,913 | 735 | 9.0% | $15.97万 | 加仓 |
| GEV | GE VERNOVA INC COM | $192.26万 | 0.11% | 2,203 | 411 | 22.9% | $35.87万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $189.55万 | 0.11% | 27,684 | 7,470 | 37.0% | $51.15万 | 加仓 |
| DDEC | FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER | $186.97万 | 0.11% | 42,225 | 0 | 0.0% | — | 不变 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $186.73万 | 0.11% | 29,217 | 9,674 | 49.5% | $61.83万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $181.53万 | 0.11% | 97,809 | 10,979 | 12.6% | $20.38万 | 加仓 |
| APH | AMPHENOL CORP CL A | $180.70万 | 0.11% | 14,301 | 410 | 3.0% | $5.18万 | 加仓 |
| MBB | ISHARES MBS ETF | $175.02万 | 0.10% | 18,433 | -1,167 | -6.0% | -$11.08万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $174.76万 | 0.10% | 5,452 | -26 | -0.5% | -$8,334 | 减仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $173.52万 | 0.10% | 25,002 | 517 | 2.1% | $3.59万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $173.42万 | 0.10% | 3,744 | -14 | -0.4% | -$6,485 | 减仓 |
| UDEC | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER | $173.22万 | 0.10% | 44,599 | -824 | -1.8% | -$3.20万 | 减仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $172.33万 | 0.10% | 23,736 | 619 | 2.7% | $4.49万 | 加仓 |