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
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $518.32万0.26%153,167 15,69111.4% $53.10万 加仓
GD GENERAL DYNAMICS CORP COM $510.25万0.25%14,404 -14-0.1% -$4,959 减仓
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF $507.81万0.25%73,066 27,29659.6% $189.71万 加仓
IJH ISHARES CORE S&P MID-CAP ETF $499.39万0.25%64,764 2990.5% $2.31万 加仓
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY $496.51万0.25%109,528 -239-0.2% -$1.08万 减仓
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF $476.70万0.24%46,183 -168-0.4% -$1.73万 减仓
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
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $468.20万0.23%47,678 8961.9% $8.80万 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
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF $464.93万0.23%124,113 1,6441.3% $6.16万 加仓
PG PROCTER & GAMBLE CO COM $462.91万0.23%31,568 5811.9% $8.52万 加仓
CDC VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF $461.78万0.23%62,092 2,1573.6% $16.04万 加仓
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF $457.16万0.23%82,268 14,93922.2% $83.02万 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
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $440.60万0.22%109,356 3,8933.7% $15.68万 加仓
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $440.57万0.22%50,230 -495-1.0% -$4.34万 减仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $437.97万0.22%42,812 -649-1.5% -$6.64万 减仓
FDMO FIDELITY MOMENTUM FACTOR ETF $437.68万0.22%44,403 10,70231.8% $105.49万 加仓
OEF ISHARES S&P 100 ETF $428.51万0.21%11,712 -1,910-14.0% -$69.88万 减仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $415.34万0.21%40,655 11,07137.4% $113.10万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE ETF $401.08万0.20%81,388 2000.2% $9,856 加仓
CAT CATERPILLAR INC COM $387.39万0.19%3,638 1253.6% $13.31万 加仓
MUB ISHARES NATIONAL MUNI BOND ETF $372.86万0.19%34,646 -1,607-4.4% -$17.29万 减仓
ACWX ISHARES MSCI ACWI EX U.S. ETF $372.17万0.19%48,899 21,21576.6% $161.47万 加仓
HD HOME DEPOT INC COM $363.53万0.18%10,308 7868.3% $27.72万 加仓
GOOG ALPHABET INC CAP STK CL C $361.46万0.18%10,230 3413.4% $12.05万 加仓
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF $360.25万0.18%60,740 19,21146.3% $113.94万 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
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $358.47万0.18%24,484 14,272139.8% $208.95万 加仓
GEV GE VERNOVA INC COM $354.52万0.18%3,018 81537.0% $95.74万 加仓
SMIZ ZACKS SMALL/MID CAP ETF $353.93万0.18%79,321 6,0678.3% $27.07万 加仓
SBAR SIMPLIFY BARRIER INCOME ETF $353.80万0.18%138,204 -8,059-5.5% -$20.63万 减仓
FIX COMFORT SYS USA INC COM $353.38万0.18%1,783 -112-5.9% -$22.20万 减仓
TSLA TESLA INC COM $346.78万0.17%8,245 -1,361-14.2% -$57.24万 减仓
SCHZ SCHWAB US AGGREGATE BOND ETF $345.31万0.17%149,289 16,87512.7% $39.03万 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
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $335.66万0.17%35,945 1,8525.4% $17.29万 加仓
AEP AMERICAN ELEC PWR CO INC COM $334.14万0.17%24,424 -294-1.2% -$4.02万 减仓
BDYN ISHARES DYNAMIC EQUITY ACTIVE ETF $330.79万0.17%119,247 1,3511.1% $3.75万 加仓
JNJ JOHNSON & JOHNSON COM $324.97万0.16%12,796 8116.8% $20.60万 加仓
VB VANGUARD SMALL-CAP ETF $323.06万0.16%10,658 -251-2.3% -$7.61万 减仓
LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF $318.36万0.16%62,156 30,74697.9% $157.48万 加仓
IWS ISHARES RUSSELL MID-CAP VALUE ETF $317.42万0.16%19,284 7494.0% $12.33万 加仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $316.13万0.16%62,440 -16,317-20.7% -$82.61万 减仓
UBER UBER TECHNOLOGIES INC COM $309.04万0.15%42,827 -165-0.4% -$1.19万 减仓
MBB ISHARES MBS ETF $305.11万0.15%32,280 13,84775.1% $130.88万 加仓
LRCX LAM RESEARCH CORP COM NEW $300.46万0.15%6,934 1,93238.6% $83.72万 加仓
— ZACKS FOCUS GROWTH ETF $300.21万0.15%94,465 23,08432.3% $73.36万 加仓
VT VANGUARD TOTAL WORLD STOCK ETF $298.73万0.15%19,033 -226-1.2% -$3.55万 减仓
HFSI HARTFORD STRATEGIC INCOME ETF $297.43万0.15%84,593 13,07218.3% $45.96万 加仓
SYSB ISHARES SYSTEMATIC BOND ETF $297.37万0.15%33,520 2,6268.5% $23.30万 加仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $297.11万0.15%37,595 7,69125.7% $60.78万 加仓
QQQM INVESCO NASDAQ 100 ETF $293.90万0.15%9,701 2602.8% $7.88万 加仓
— ZACKS QUALITY INTERNATIONAL ETF $292.36万0.15%100,059 21,76027.8% $63.58万 加仓
VXF VANGUARD EXTENDED MARKET ETF $292.25万0.15%11,870 -6-0.1% -$1,477 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
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $289.17万0.14%15,178 -1,495-9.0% -$28.48万 减仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $272.37万0.14%19,928 -890-4.3% -$12.16万 减仓
SNDK SANDISK CORP COM $271.26万0.14%1,193 1,193— $271.26万 新建仓
IBM INTERNATIONAL BUSINESS MACHS COM $268.46万0.13%9,547 -24-0.3% -$6,749 减仓
IVLU ISHARES MSCI INTL VALUE FACTOR ETF $265.48万0.13%63,481 1790.3% $7,486 加仓
DUK DUKE ENERGY CORP NEW COM NEW $265.03万0.13%20,938 3,06217.1% $38.76万 加仓
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
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $261.59万0.13%46,316 -15,675-25.3% -$88.53万 减仓
ACYN FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF $261.36万0.13%125,713 106,133542.0% $220.65万 加仓
IWY ISHARES RUSSELL TOP 200 GROWTH ETF $260.36万0.13%8,959 3,48163.5% $101.16万 加仓
COST COSTCO WHOLESALE CORPORATION COM $257.92万0.13%2,757 -518-15.8% -$48.46万 减仓
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF $257.75万0.13%26,599 2110.8% $2.04万 加仓
CPER UNITED STATES COPPER INDEX FUND $255.01万0.13%67,587 -3,815-5.3% -$14.39万 减仓
AMAT APPLIED MATLS INC COM $253.64万0.13%3,508 1,769101.7% $127.90万 加仓
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND $248.74万0.12%26,976 -565-2.1% -$5.21万 减仓
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $247.56万0.12%38,501 15,73069.1% $101.14万 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
ABBV ABBVIE INC COM $245.06万0.12%9,738 2612.8% $6.57万 加仓
IWV ISHARES RUSSELL 3000 ETF $238.36万0.12%5,590 -74-1.3% -$3.16万 减仓
KO COCA COLA CO COM $236.28万0.12%29,074 3,27812.7% $26.64万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $235.78万0.12%4,937 3597.8% $17.15万 加仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $235.55万0.12%14,846 9917.2% $15.72万 加仓
APO APOLLO GLOBAL MGMT INC COM $234.66万0.12%19,835 -1,367-6.4% -$16.17万 减仓
ACWI ISHARES MSCI ACWI ETF $232.19万0.12%14,792 -7-0.0% -$1,099 减仓
IEFA ISHARES CORE MSCI EAFE ETF $231.10万0.12%23,928 -3,991-14.3% -$38.55万 减仓
GE GE AEROSPACE COM NEW $230.90万0.12%6,178 2554.3% $9.53万 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
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF $227.23万0.11%89,886 3,1183.6% $7.88万 加仓
CVX CHEVRON CORPORATION COM $223.76万0.11%13,499 1711.3% $2.83万 加仓
LUNR INTUITIVE MACHINES INC CLASS A COM $223.04万0.11%104,275 6,4666.6% $13.83万 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
CRS CARPENTER TECHNOLOGY CORP COM $218.67万0.11%3,545 2,401209.9% $148.10万 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
VBR VANGUARD SMALL CAP VALUE ETF $218.48万0.11%8,991 780.9% $1.90万 加仓
FLDR FIDELITY LOW DURATION BOND FACTOR ETF $216.27万0.11%43,160 3,4888.8% $17.48万 加仓
EDGH 3EDGE DYNAMIC HARD ASSETS ETF $215.90万0.11%67,871 2,9904.6% $9.51万 加仓
— DIMENSIONAL U.S. TARGETED VALUE ETF $215.86万0.11%30,881 -1,064-3.3% -$7.44万 减仓
SLV ISHARES SILVER TRUST $215.56万0.11%40,315 -66-0.2% -$3,529 减仓
IESC IES HOLDINGS INC COM $215.40万0.11%2,932 86942.1% $63.84万 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
SPMO INVESCO S&P 500 MOMENTUM ETF $211.16万0.11%13,071 1,23010.4% $19.87万 加仓
FQAL FIDELITY QUALITY FACTOR ETF $210.74万0.11%25,902 2,1669.1% $17.62万 加仓
KKR KKR & CO INC COM $210.36万0.11%22,920 -1,225-5.1% -$11.24万 减仓
FVAL FIDELITY VALUE FACTOR ETF $207.81万0.10%26,665 1,6636.7% $12.96万 加仓