13F 机构持仓

Strategic Blueprint, LLC

ATLANTA GA · SEC CIK 0001767821

2026Q22026Q1 更早 9 个季度 🔒
$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
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

AVUS 2.9%
NVDA 2.5%
VTV 2.4%
VUG 2.3%
IUSB 2.1%
GOVT 1.8%
AAPL 1.8%
AVDE 1.7%
QUAL 1.5%
EFV 1.3%

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
EMR EMERSON ELEC CO COM $87.22万0.05%6,657 -653-8.9% -$8.56万 减仓
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL $86.64万0.05%17,688 190.1% $931 加仓
ALAB ASTERA LABS INC COM $86.45万0.05%7,888 -227-2.8% -$2.49万 减仓
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER $86.28万0.05%20,014 -158-0.8% -$6,811 减仓
VO VANGUARD MID-CAP ETF $86.10万0.05%2,998 -65-2.1% -$1.87万 减仓
RKLB ROCKET LAB CORP COM $85.53万0.05%13,318 1,56813.3% $10.07万 加仓
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF $83.90万0.05%4,711 -149-3.1% -$2.65万 减仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $83.71万0.05%17,750 70.0% $330 加仓
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF $83.44万0.05%8,883 -27,903-75.9% -$262.11万 减仓
IYE ISHARES U.S. ENERGY ETF $82.71万0.05%12,770 -1,512-10.6% -$9.79万 减仓
VNQ VANGUARD REAL ESTATE ETF $82.30万0.05%9,278 -50-0.5% -$4,435 减仓
VUSE VIDENT U.S. EQUITY STRATEGY ETF $82.01万0.05%13,057 4313.4% $2.71万 加仓
AVGE AVANTIS ALL EQUITY MARKETS ETF $81.91万0.05%9,306 -683-6.8% -$6.01万 减仓
VIDI VIDENT INTERNATIONAL EQUITY STRATEGY ETF $81.81万0.05%22,649 -201-0.9% -$7,260 减仓
RY ROYAL BK CDA COM $81.15万0.05%5,016 310.6% $5,015 加仓
WFC WELLS FARGO & CO COM $80.98万0.05%10,172 6346.6% $5.05万 加仓
OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF $80.70万0.05%20,977 00.0% — 不变
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $79.77万0.05%7,319 2,67757.7% $29.18万 加仓
— INNOVATOR EQUITY AUTOCALLABLE INCOME STRATEGY ETF $79.52万0.05%34,367 34,367— $79.52万 新建仓
— HONEYWELL INTL INC COM $79.29万0.05%3,508 -103-2.9% -$2.33万 减仓
SPYI NEOS S&P 500 HIGH INCOME ETF $79.16万0.05%16,034 8,065101.2% $39.82万 加仓
FTSL FIRST TRUST SENIOR LOAN FUND $78.42万0.05%17,505 770.4% $3,450 加仓
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF $78.20万0.05%19,833 1,7879.9% $7.05万 加仓
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $77.87万0.05%7,024 3,16381.9% $35.07万 加仓
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $77.85万0.05%15,580 -1,087-6.5% -$5.43万 减仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $77.44万0.05%10,587 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $77.33万0.04%20,127 10,526109.6% $40.44万 加仓
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF $77.18万0.04%9,327 3,18151.8% $26.32万 加仓
MO ALTRIA GROUP INC COM $76.79万0.04%11,636 -506-4.2% -$3.34万 减仓
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $75.99万0.04%30,420 -8,839-22.5% -$22.08万 减仓
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH $75.25万0.04%14,336 1,2359.4% $6.48万 加仓
AXP AMERICAN EXPRESS CO COM $75.01万0.04%2,480 2049.0% $6.17万 加仓
EDGU 3EDGE DYNAMIC US EQUITY ETF $74.92万0.04%26,965 8,41245.3% $23.37万 加仓
— KENSINGTON CREDIT OPPORTUNITIES ETF $74.73万0.04%30,280 -1,500-4.7% -$3.70万 减仓
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER $74.51万0.04%15,496 00.0% — 不变
URTH ISHARES MSCI WORLD ETF $73.45万0.04%4,080 00.0% — 不变
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $72.64万0.04%6,665 1,73335.1% $18.89万 加仓
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF $72.41万0.04%14,204 40.0% $204 加仓
SPG SIMON PPTY GROUP INC NEW COM $72.41万0.04%3,882 61518.8% $11.47万 加仓
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF $71.84万0.04%9,900 00.0% — 不变
CGBL CAPITAL GROUP CORE BALANCED ETF $71.82万0.04%20,872 4602.3% $1.58万 加仓
KMI KINDER MORGAN INC DEL COM $71.55万0.04%21,341 6153.0% $2.06万 加仓
ITM VANECK INTERMEDIATE MUNI ETF $70.50万0.04%15,185 -4,464-22.7% -$20.73万 减仓
ROK ROCKWELL AUTOMATION INC COM $69.52万0.04%1,937 29017.6% $10.41万 加仓
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST $69.20万0.04%14,167 00.0% — 不变
PTNQ PACER TRENDPILOT 100 ETF $69.18万0.04%9,482 6086.9% $4.44万 加仓
VONV VANGUARD RUSSELL 1000 VALUE ETF $69.10万0.04%7,371 -32-0.4% -$3,000 减仓
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF $68.83万0.04%8,651 -6,468-42.8% -$51.46万 减仓
ARM ARM HOLDINGS PLC SPONSORED ADS $68.02万0.04%4,496 -204-4.3% -$3.09万 减仓
NKE NIKE INC CL B $67.56万0.04%12,791 -1,286-9.1% -$6.79万 减仓
MMM 3M CO COM $67.40万0.04%4,641 50.1% $726 加仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $66.39万0.04%5,010 110.2% $1,458 加仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $66.24万0.04%3,451 1,943128.8% $37.29万 加仓
TPIF TIMOTHY PLAN INTERNATIONAL ETF $66.19万0.04%18,366 -178-1.0% -$6,415 减仓
SDY STATE STREET SPDR S&P DIVIDEND ETF $66.13万0.04%4,531 -230-4.8% -$3.36万 减仓
GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER $65.79万0.04%17,771 17,771— $65.79万 新建仓
IEUR ISHARES CORE MSCI EUROPE ETF $65.65万0.04%9,342 -1,675-15.2% -$11.77万 减仓
— FT VEST U.S. EQUITY MAX BUFFER ETF - JULY $65.56万0.04%19,538 8884.8% $2.98万 加仓
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND $65.13万0.04%24,858 8163.4% $2.14万 加仓
ILDR FIRST TRUST INNOVATION LEADERS ETF $65.11万0.04%21,865 2,43612.5% $7.25万 加仓
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF $65.10万0.04%20,713 -590-2.8% -$1.85万 减仓
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF $65.09万0.04%18,320 -1,529-7.7% -$5.43万 减仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $64.98万0.04%11,705 2,68029.7% $14.88万 加仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JULY TRUST UNITS $64.74万0.04%31,513 00.0% — 不变
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $64.05万0.04%15,071 -1,137-7.0% -$4.83万 减仓
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF $63.88万0.04%15,758 4,93945.7% $20.02万 加仓
LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF $63.64万0.04%9,074 -731-7.5% -$5.13万 减仓
MPC MARATHON PETE CORP COM $63.58万0.04%2,604 652.6% $1.59万 加仓
— XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF $62.47万0.04%10,591 4,08262.7% $24.08万 加仓
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST $61.97万0.04%14,228 -3,999-21.9% -$17.42万 减仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $61.72万0.04%11,743 -76-0.6% -$3,994 减仓
— INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - NOVEMBER $61.05万0.04%32,131 4,33515.6% $8.24万 加仓
UPS UNITED PARCEL SVCS INC CL B $60.95万0.04%6,196 -308-4.7% -$3.03万 减仓
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF $60.90万0.04%29,055 2730.9% $5,722 加仓
SCZ ISHARES MSCI EAFE SMALL-CAP ETF $60.55万0.04%7,722 -605-7.3% -$4.74万 减仓
— HARTFORD MULTIFACTOR SMALL CAP ETF $60.50万0.04%12,526 12,526— $60.50万 新建仓
UNH UNITEDHEALTH GROUP INC COM $60.41万0.04%2,232 -481-17.7% -$13.02万 减仓
CL COLGATE PALMOLIVE CO COM $59.87万0.03%7,024 320.5% $2,727 加仓
MRSH MARSH & MCLENNAN COS INC COM $59.77万0.03%3,446 120.3% $2,082 加仓
BX BLACKSTONE INC COM $59.75万0.03%5,196 62013.5% $7.13万 加仓
AMAT APPLIED MATLS INC COM $59.43万0.03%1,739 18111.6% $6.19万 加仓
BLCR ISHARES LARGE CAP CORE ACTIVE ETF $59.23万0.03%14,424 14,424— $59.23万 新建仓
RDDT REDDIT INC CL A $58.87万0.03%4,372 -833-16.0% -$11.22万 减仓
IGM ISHARES EXPANDED TECH SECTOR ETF $58.54万0.03%4,940 -261-5.0% -$3.09万 减仓
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE $58.51万0.03%10,356 -272-2.6% -$1.54万 减仓
— DEFIANCE LARGE CAP EX-MAG 7 ETF $58.39万0.03%26,280 26,280— $58.39万 新建仓
SIZE ISHARES MSCI USA SIZE FACTOR ETF $58.00万0.03%3,637 -133-3.5% -$2.12万 减仓
TJX TJX COS INC NEW COM $57.93万0.03%3,628 -168-4.4% -$2.68万 减仓
ETN EATON CORP PLC SHS $57.93万0.03%1,620 -140-8.0% -$5.01万 减仓
BLK BLACKROCK INC COM $57.68万0.03%600 284.9% $2.69万 加仓
GLW CORNING INC COM $56.89万0.03%4,184 1,11536.3% $15.16万 加仓
ARES ARES MANAGEMENT CORPORATION CL A COM STK $56.86万0.03%5,212 92921.7% $10.13万 加仓
ORCL ORACLE CORP COM $55.79万0.03%3,792 34810.1% $5.12万 加仓
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF $54.99万0.03%11,452 -1,186-9.4% -$5.70万 减仓
FBND FIDELITY TOTAL BOND ETF $54.86万0.03%12,025 120.1% $547 加仓
CASY CASEYS GEN STORES INC COM $54.82万0.03%753 34584.6% $25.11万 加仓
MLRG ISHARES MORNINGSTAR U.S. EQUITY ETF $54.28万0.03%6,040 -748-11.0% -$6.72万 减仓
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND $53.78万0.03%11,435 240.2% $1,129 加仓
CIFR CIPHER DIGITAL INC COM $53.67万0.03%41,703 13,48047.8% $17.35万 加仓
QQQI NEOS NASDAQ 100 HIGH INCOME ETF $53.09万0.03%10,685 2,76034.8% $13.71万 加仓