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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | $6,334.75万 | 3.16% | 735,402 | 182,604 | 33.0% | $1,572.95万 | 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 |
| VTV | VANGUARD VALUE ETF | $5,092.40万 | 2.54% | 233,671 | 26,125 | 12.6% | $569.34万 | 加仓 |
| 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 |
| NVDA | NVIDIA CORPORATION COM | $4,589.11万 | 2.29% | 229,352 | -13,707 | -5.6% | -$274.26万 | 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 |
| AAPL | APPLE INC COM | $3,302.83万 | 1.65% | 114,143 | -5,671 | -4.7% | -$164.10万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $3,174.23万 | 1.59% | 355,855 | 3,691 | 1.0% | $32.92万 | 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 |
| 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2,362.91万 | 1.18% | 500,616 | 19,585 | 4.1% | $92.44万 | 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 |
| IVV | ISHARES CORE S&P 500 ETF | $2,195.79万 | 1.10% | 29,321 | 3,962 | 15.6% | $296.71万 | 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 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,079.15万 | 1.04% | 27,842 | 82 | 0.3% | $6.12万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,910.59万 | 0.95% | 80,162 | -2,409 | -2.9% | -$57.42万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,841.52万 | 0.92% | 49,368 | 1,479 | 3.1% | $55.17万 | 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 |
| 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 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $1,794.77万 | 0.90% | 48,502 | -639 | -1.3% | -$23.65万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $1,670.34万 | 0.83% | 49,888 | -6,247 | -11.1% | -$209.16万 | 减仓 |
| LLY | ELI LILLY & CO COM | $1,642.77万 | 0.82% | 13,696 | 1,430 | 11.7% | $171.52万 | 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 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $1,531.98万 | 0.77% | 563,020 | 195,803 | 53.3% | $532.78万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $1,526.14万 | 0.76% | 199,365 | -107,373 | -35.0% | -$821.94万 | 减仓 |
| BUFR | FT VEST LADDERED BUFFER ETF | $1,519.23万 | 0.76% | 415,886 | -1,405 | -0.3% | -$5.13万 | 减仓 |
| 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 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $1,505.86万 | 0.75% | 338,547 | 6,589 | 2.0% | $29.31万 | 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 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $1,491.46万 | 0.74% | 407,504 | 91,877 | 29.1% | $336.27万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,401.13万 | 0.70% | 20,401 | -956 | -4.5% | -$65.66万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1,360.20万 | 0.68% | 109,323 | 26,847 | 32.6% | $334.03万 | 加仓 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $1,358.67万 | 0.68% | 396,460 | 35,472 | 9.8% | $121.56万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,343.41万 | 0.67% | 23,126 | -2,895 | -11.1% | -$168.17万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,312.17万 | 0.66% | 184,164 | -722 | -0.4% | -$5.14万 | 减仓 |
| AVLC | AVANTIS U.S. LARGE CAP EQUITY ETF | $1,307.90万 | 0.65% | 145,387 | 3,087 | 2.2% | $27.77万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1,183.52万 | 0.59% | 34,522 | -9,334 | -21.3% | -$320.00万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | $1,164.93万 | 0.58% | 330,571 | 6,732 | 2.1% | $23.72万 | 加仓 |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | $1,132.31万 | 0.57% | 238,231 | 7,081 | 3.1% | $33.66万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,086.78万 | 0.54% | 29,502 | -1,370 | -4.4% | -$50.47万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,075.18万 | 0.54% | 14,600 | 678 | 4.9% | $49.93万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1,064.57万 | 0.53% | 16,614 | -896 | -5.1% | -$57.41万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1,058.70万 | 0.53% | 84,859 | -440 | -0.5% | -$5.49万 | 减仓 |
| — | CALAMOS NASDAQ AUTOCALLABLE INCOME ETF | $1,048.78万 | 0.52% | 390,607 | 164,248 | 72.6% | $441.01万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,042.67万 | 0.52% | 30,575 | -1,007 | -3.2% | -$34.34万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $1,018.40万 | 0.51% | 62,223 | -2,333 | -3.6% | -$38.18万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,017.39万 | 0.51% | 134,239 | -2,309 | -1.7% | -$17.50万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $1,004.93万 | 0.50% | 101,930 | 2,018 | 2.0% | $19.90万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $941.13万 | 0.47% | 218,310 | -71,674 | -24.7% | -$308.99万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $924.88万 | 0.46% | 62,361 | -443 | -0.7% | -$6.57万 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $923.74万 | 0.46% | 101,276 | -4,828 | -4.6% | -$44.04万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $915.49万 | 0.46% | 36,296 | -2,782 | -7.1% | -$70.17万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $889.36万 | 0.44% | 92,172 | -3,628 | -3.8% | -$35.01万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $880.17万 | 0.44% | 147,408 | 24,817 | 20.2% | $148.18万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $859.63万 | 0.43% | 72,244 | 14,860 | 25.9% | $176.82万 | 加仓 |
| EDGF | 3EDGE DYNAMIC FIXED INCOME ETF | $842.51万 | 0.42% | 341,857 | -65,552 | -16.1% | -$161.55万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $837.75万 | 0.42% | 138,953 | 3,123 | 2.3% | $18.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $835.31万 | 0.42% | 25,519 | 225 | 0.9% | $7.36万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $820.70万 | 0.41% | 131,945 | -35,210 | -21.1% | -$219.01万 | 减仓 |
| META | META PLATFORMS INC CL A | $818.25万 | 0.41% | 14,526 | -1,511 | -9.4% | -$85.11万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $818.17万 | 0.41% | 68,454 | 1,438 | 2.1% | $17.19万 | 加仓 |
| WMT | WALMART INC COM | $809.60万 | 0.40% | 71,482 | -6,102 | -7.9% | -$69.11万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $791.28万 | 0.40% | 163,386 | -4,554 | -2.7% | -$22.06万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $788.82万 | 0.39% | 84,221 | -12,902 | -13.3% | -$120.84万 | 减仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $786.60万 | 0.39% | 168,913 | 5,330 | 3.3% | $24.82万 | 加仓 |
| C | CITIGROUP INC COM NEW | $777.75万 | 0.39% | 55,570 | -561 | -1.0% | -$7.85万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $769.50万 | 0.38% | 76,682 | -6,966 | -8.3% | -$69.90万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $768.97万 | 0.38% | 242,501 | 5,777 | 2.4% | $18.32万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $749.85万 | 0.37% | 143,265 | -30,235 | -17.4% | -$158.25万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $741.88万 | 0.37% | 53,943 | 2,118 | 4.1% | $29.13万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $737.81万 | 0.37% | 123,606 | -412 | -0.3% | -$2.46万 | 减仓 |
| V | VISA INC COM CL A | $733.52万 | 0.37% | 21,380 | -466 | -2.1% | -$15.99万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $727.98万 | 0.36% | 143,926 | -7,199 | -4.8% | -$36.41万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $727.92万 | 0.36% | 70,637 | -977 | -1.4% | -$10.07万 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $719.72万 | 0.36% | 75,411 | 2,821 | 3.9% | $26.92万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $717.17万 | 0.36% | 52,456 | 52,456 | — | $717.17万 | 新建仓 |
| BJUN | INNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $695.54万 | 0.35% | 142,881 | 40,063 | 39.0% | $195.03万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $664.90万 | 0.33% | 116,690 | 23,768 | 25.6% | $135.43万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $664.64万 | 0.33% | 157,015 | 254 | 0.2% | $1.08万 | 加仓 |
| ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $645.65万 | 0.32% | 171,079 | -3,370 | -1.9% | -$12.72万 | 减仓 |
| RTX | RTX CORPORATION COM | $644.49万 | 0.32% | 33,969 | 14,830 | 77.5% | $281.37万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $625.21万 | 0.31% | 82,799 | 902 | 1.1% | $6.81万 | 加仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $622.36万 | 0.31% | 131,354 | -633 | -0.5% | -$3.00万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $603.65万 | 0.30% | 73,517 | -1,129 | -1.5% | -$9.27万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $582.72万 | 0.29% | 24,380 | -4,221 | -14.8% | -$100.89万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $582.09万 | 0.29% | 59,641 | 13,262 | 28.6% | $129.44万 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $579.27万 | 0.29% | 78,984 | 803 | 1.0% | $5.89万 | 加仓 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $578.07万 | 0.29% | 102,859 | 102,859 | — | $578.07万 | 新建仓 |
| AVGO | BROADCOM INC COM | $577.51万 | 0.29% | 15,288 | -273 | -1.8% | -$10.31万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $575.35万 | 0.29% | 24,315 | -1,108 | -4.4% | -$26.22万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $573.41万 | 0.29% | 48,822 | -897 | -1.8% | -$10.54万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $566.34万 | 0.28% | 56,257 | 11,327 | 25.2% | $114.03万 | 加仓 |
| NFLX | NETFLIX INC. COM | $545.54万 | 0.27% | 76,406 | -4,084 | -5.1% | -$29.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $540.28万 | 0.27% | 10,797 | 547 | 5.3% | $27.37万 | 加仓 |
| UFEB | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY | $533.02万 | 0.27% | 137,909 | 3,692 | 2.8% | $14.27万 | 加仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $530.08万 | 0.26% | 52,359 | 16,437 | 45.8% | $166.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $524.71万 | 0.26% | 4,546 | 1,188 | 35.4% | $137.12万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $521.40万 | 0.26% | 47,250 | -685 | -1.4% | -$7.56万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $521.07万 | 0.26% | 12,725 | -205 | -1.6% | -$8.39万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $520.33万 | 0.26% | 22,916 | -236 | -1.0% | -$5.36万 | 减仓 |