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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AVANTIS U.S. EQUITY ETF | $4,987.91万 | 2.90% | 448,633 | -16,756 | -3.6% | -$186.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $4,238.94万 | 2.46% | 243,059 | -8,361 | -3.3% | -$145.82万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $4,072.05万 | 2.37% | 207,546 | -437 | -0.2% | -$8.57万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $4,024.30万 | 2.34% | 92,133 | 2,802 | 3.1% | $122.39万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $3,545.07万 | 2.06% | 767,496 | 70,080 | 10.0% | $323.70万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $3,142.52万 | 1.83% | 1,371,683 | 494,910 | 56.4% | $1,133.84万 | 加仓 |
| AAPL | APPLE INC COM | $3,040.75万 | 1.77% | 119,814 | 1,114 | 0.9% | $28.27万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $2,987.76万 | 1.74% | 352,164 | -7,553 | -2.1% | -$64.08万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $2,637.27万 | 1.53% | 137,494 | -2,437 | -1.7% | -$46.74万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $2,280.60万 | 1.33% | 306,738 | -19,003 | -5.8% | -$141.29万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2,266.72万 | 1.32% | 389,605 | -63,041 | -13.9% | -$366.77万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1,945.88万 | 1.13% | 254,230 | 3,612 | 1.4% | $27.65万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,933.26万 | 1.12% | 481,031 | 26,334 | 5.8% | $105.84万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,911.23万 | 1.11% | 66,464 | -231 | -0.3% | -$6.64万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,871.33万 | 1.09% | 268,291 | -71,547 | -21.1% | -$499.04万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,805.36万 | 1.05% | 27,760 | 284 | 1.0% | $18.47万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,772.70万 | 1.03% | 47,889 | 1,521 | 3.3% | $56.30万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,719.71万 | 1.00% | 82,571 | 1,890 | 2.3% | $39.36万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,656.44万 | 0.96% | 25,359 | 10,263 | 68.0% | $670.38万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,576.50万 | 0.92% | 49,141 | 768 | 1.6% | $24.64万 | 加仓 |
| AVUQ | AVANTIS U.S. QUALITY ETF SHS AVANTIS US GROWTH EQUITY ETF | $1,510.24万 | 0.88% | 266,174 | 5,086 | 1.9% | $28.86万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,456.70万 | 0.85% | 310,266 | 39,068 | 14.4% | $183.42万 | 加仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $1,409.19万 | 0.82% | 417,291 | 7,028 | 1.7% | $23.73万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1,406.62万 | 0.82% | 56,135 | 2,118 | 3.9% | $53.07万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,328.38万 | 0.77% | 30,872 | 117 | 0.4% | $5.03万 | 加仓 |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | $1,320.12万 | 0.77% | 449,631 | 13,799 | 3.2% | $40.51万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,276.19万 | 0.74% | 21,357 | -207 | -1.0% | -$12.37万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $1,275.38万 | 0.74% | 331,958 | 16,918 | 5.4% | $65.00万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,208.05万 | 0.70% | 360,988 | 14,512 | 4.2% | $48.56万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,184.75万 | 0.69% | 184,886 | -4,422 | -2.3% | -$28.34万 | 减仓 |
| LLY | ELI LILLY & CO COM | $1,128.23万 | 0.66% | 12,266 | 124 | 1.0% | $11.41万 | 加仓 |
| AVLC | AVANTIS U.S. LARGE CAP EQUITY ETF | $1,103.54万 | 0.64% | 142,300 | 1,378 | 1.0% | $10.69万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $1,091.79万 | 0.63% | 331,349 | 17,775 | 5.7% | $58.57万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,052.50万 | 0.61% | 43,856 | 2,468 | 6.0% | $59.23万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $1,050.32万 | 0.61% | 289,984 | 14,090 | 5.1% | $51.03万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1,045.72万 | 0.61% | 167,155 | -1,742 | -1.0% | -$10.90万 | 减仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $1,014.84万 | 0.59% | 315,627 | 315,627 | — | $1,014.84万 | 新建仓 |
| EDGF | 3EDGE DYNAMIC FIXED INCOME ETF | $1,007.73万 | 0.59% | 407,409 | 137,227 | 50.8% | $339.43万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $987.71万 | 0.57% | 323,839 | 11,692 | 3.7% | $35.66万 | 加仓 |
| WMT | WALMART INC COM | $964.22万 | 0.56% | 77,584 | -13,474 | -14.8% | -$167.46万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $958.30万 | 0.56% | 136,548 | -866 | -0.6% | -$6.08万 | 减仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $945.40万 | 0.55% | 231,150 | 17,377 | 8.1% | $71.07万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $942.30万 | 0.55% | 85,299 | 773 | 0.9% | $8.54万 | 加仓 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $923.18万 | 0.54% | 367,217 | 199,066 | 118.4% | $500.45万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $918.53万 | 0.53% | 82,476 | 28,936 | 54.0% | $322.26万 | 加仓 |
| META | META PLATFORMS INC CL A | $917.55万 | 0.53% | 16,037 | 388 | 2.5% | $22.20万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $912.95万 | 0.53% | 64,556 | -699 | -1.1% | -$9.89万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $900.99万 | 0.52% | 173,500 | -7,435 | -4.1% | -$38.61万 | 减仓 |
| — | EXXON MOBIL CORP COM | $887.80万 | 0.52% | 52,328 | 2,257 | 4.5% | $38.29万 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $868.43万 | 0.50% | 122,591 | 40,308 | 49.0% | $285.54万 | 加仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $855.30万 | 0.50% | 106,104 | -6,505 | -5.8% | -$52.44万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $844.46万 | 0.49% | 99,912 | 5,542 | 5.9% | $46.84万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $842.50万 | 0.49% | 83,648 | -779 | -0.9% | -$7.85万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $811.59万 | 0.47% | 28,601 | 160 | 0.6% | $4.54万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $806.95万 | 0.47% | 167,940 | 24,136 | 16.8% | $115.97万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $803.55万 | 0.47% | 13,922 | 2,415 | 21.0% | $139.39万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $780.71万 | 0.45% | 62,804 | -1,074 | -1.7% | -$13.35万 | 减仓 |
| NFLX | NETFLIX INC. COM | $773.91万 | 0.45% | 80,490 | 10,069 | 14.3% | $96.81万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $771.96万 | 0.45% | 95,800 | 627 | 0.7% | $5.05万 | 加仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $765.57万 | 0.45% | 163,583 | 3,811 | 2.4% | $17.84万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $753.96万 | 0.44% | 151,125 | -8,732 | -5.5% | -$43.56万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $750.33万 | 0.44% | 135,830 | 973 | 0.7% | $5.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $744.06万 | 0.43% | 25,294 | -414 | -1.6% | -$12.18万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $726.27万 | 0.42% | 236,724 | 11,889 | 5.3% | $36.48万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $722.00万 | 0.42% | 81,897 | -52,905 | -39.2% | -$466.41万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $715.14万 | 0.42% | 71,614 | 1,055 | 1.5% | $10.54万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $708.95万 | 0.41% | 39,078 | -1,213 | -3.0% | -$22.01万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $670.32万 | 0.39% | 124,018 | -1,418 | -1.1% | -$7.66万 | 减仓 |
| V | VISA INC COM CL A | $660.29万 | 0.38% | 21,846 | 205 | 0.9% | $6.20万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $645.67万 | 0.38% | 97,123 | 15,835 | 19.5% | $105.27万 | 加仓 |
| C | CITIGROUP INC COM NEW | $636.59万 | 0.37% | 56,131 | 9,175 | 19.5% | $104.05万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $628.92万 | 0.37% | 72,590 | 717 | 1.0% | $6.21万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $616.35万 | 0.36% | 74,646 | 2,228 | 3.1% | $18.40万 | 加仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $590.16万 | 0.34% | 174,449 | 1,026 | 0.6% | $3.47万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $589.67万 | 0.34% | 49,719 | -200 | -0.4% | -$2.37万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $586.19万 | 0.34% | 51,825 | -719 | -1.4% | -$8.13万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $584.49万 | 0.34% | 8,377 | -86 | -1.0% | -$6.00万 | 减仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $581.01万 | 0.34% | 131,987 | -4,670 | -3.4% | -$20.56万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $575.49万 | 0.33% | 17,510 | -337 | -1.9% | -$11.08万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $561.85万 | 0.33% | 57,384 | 22,246 | 63.3% | $217.81万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $546.75万 | 0.32% | 25,423 | 661 | 2.7% | $14.22万 | 加仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $539.58万 | 0.31% | 226,359 | 206,521 | 1,041.0% | $492.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $529.35万 | 0.31% | 26,021 | 18,585 | 249.9% | $378.07万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $529.16万 | 0.31% | 47,935 | 2,054 | 4.5% | $22.67万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $523.11万 | 0.30% | 156,761 | 3,518 | 2.3% | $11.74万 | 加仓 |
| FSEP | FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $522.26万 | 0.30% | 103,767 | 1,155 | 1.1% | $5.81万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF | $506.48万 | 0.29% | 145,339 | -1,245 | -0.8% | -$4.34万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $506.32万 | 0.29% | 31,582 | -5,691 | -15.3% | -$91.24万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $494.84万 | 0.29% | 14,418 | 874 | 6.5% | $30.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $491.17万 | 0.29% | 10,250 | -441 | -4.1% | -$21.13万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $488.85万 | 0.28% | 23,152 | 259 | 1.1% | $5.47万 | 加仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $487.21万 | 0.28% | 134,217 | 83,248 | 163.3% | $302.19万 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $487.07万 | 0.28% | 78,181 | -540 | -0.7% | -$3.36万 | 减仓 |
| AVGO | BROADCOM INC COM | $481.62万 | 0.28% | 15,561 | 3,023 | 24.1% | $93.56万 | 加仓 |
| BJUN | INNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $475.56万 | 0.28% | 102,818 | 844 | 0.8% | $3.90万 | 加仓 |
| FLRT | PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | $471.02万 | 0.27% | 101,711 | -15,416 | -13.2% | -$71.39万 | 减仓 |
| UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $466.62万 | 0.27% | 109,767 | 1,279 | 1.2% | $5.44万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $463.48万 | 0.27% | 50,725 | 1,058 | 2.1% | $9.67万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $461.03万 | 0.27% | 12,930 | 9 | 0.1% | $3,209 | 加仓 |
| BAC | BANK OF AMER CORP COM | $453.00万 | 0.26% | 92,922 | 1,977 | 2.2% | $9.64万 | 加仓 |