13F 机构持仓

Strategic Advocates LLC

SACRAMENTO CA · SEC CIK 0001991340

2026Q22026Q1 更早 9 个季度 🔒
$2,583.15万2026Q2 申报市值
259持仓数
42.5%前十大占比 · 第一大 7.1%
14 / 28新建仓 / 清仓
申报市值走势$2,583.15万2026Q2
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

QQQ 7.1%
KOMP 6.5%
RPV 5.5%
BIV 4.3%
IEMG 4.1%
VIOG 3.9%
SPLB 3.2%
GLD 3.0%
IGSB 2.8%
VDC 2.1%

2026Q2 买入最多 按季末市值估算

VYM 加仓+$23.44万
SCHR 加仓+$12.45万
VDC 加仓+$11.79万
SCHF 加仓+$11.55万
APH 加仓+$11.09万

2026Q2 卖出最多 按季末市值估算

LRCX 重新持有-$24.53万
IYH 减仓-$18.11万
FDLO 减仓-$14.49万
MRK 重新持有-$13.02万
GE 减仓-$6.84万

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
ARTY ISHARES FUTURE AI & TECH ETF $4.68万0.18%614 -40-6.1% -$3,046 减仓
CLF CLEVELAND-CLIFFS INC NEW COM $4.70万0.18%5,000 1,00025.0% $9,390 加仓
RIO RIO TINTO PLC SPONSORED ADR $4.75万0.18%500 00.0% — 不变
MDB MONGODB INC CL A $4.84万0.19%144 2925.2% $9,741 加仓
VZ VERIZON COMMUNICATIONS INC COM $4.85万0.19%1,146 00.0% — 不变
VGSH VANGUARD SHORT-TERM TREASURY ETF $5.03万0.19%865 00.0% — 不变
RMBS RAMBUS INC DEL COM $5.35万0.21%403 11640.4% $1.54万 加仓
IDXX IDEXX LABS INC COM $5.47万0.21%104 3550.7% $1.84万 加仓
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF $5.55万0.21%3,010 00.0% — 不变
ALAB ASTERA LABS INC COM $5.80万0.22%120 109990.9% $5.26万 加仓
DIS DISNEY WALT CO COM $6.13万0.24%637 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $6.26万0.24%1,147 -182-13.7% -$9,926 减仓
KO COCA COLA CO COM $6.29万0.24%774 30.4% $244 加仓
MPWR MONOLITHIC PWR SYS INC COM $6.36万0.25%46 924.3% $1.24万 加仓
MSTR STRATEGY INC CL A NEW $6.55万0.25%754 -152-16.8% -$1.32万 减仓
HD HOME DEPOT INC COM $6.60万0.26%187 -5-2.6% -$1,763 减仓
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW $6.68万0.26%6,737 -530-7.3% -$5,252 减仓
LVS LAS VEGAS SANDS CORP COM $6.73万0.26%1,456 68288.1% $3.15万 加仓
BE BLOOM ENERGY CORP COM CL A $6.75万0.26%223 41.8% $1,211 加仓
BWXT BWX TECHNOLOGIES INC COM $6.87万0.27%353 -95-21.2% -$1.85万 减仓
NFLX NETFLIX INC. COM $6.90万0.27%967 -261-21.3% -$1.86万 减仓
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $7.35万0.28%502 00.0% — 不变
NET CLOUDFLARE INC CL A COM $7.53万0.29%307 3814.1% $9,321 加仓
VOT VANGUARD MORNINGSTAR MID-CAP GROWTH ETF $7.54万0.29%246 4723.6% $1.44万 加仓
NPO ENPRO INC COM $7.54万0.29%200 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $8.12万0.31%1,591 00.0% — 不变
GFS GLOBALFOUNDRIES INC ORDINARY SHARES $8.24万0.32%1,000 00.0% — 不变
S SENTINELONE INC CL A $8.48万0.33%5,000 00.0% — 不变
ET ENERGY TRANSFER L P COM UT LTD PTN $9.56万0.37%5,000 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS COM $10.15万0.39%361 -30-7.7% -$8,436 减仓
MSFT MICROSOFT CORP COM $10.33万0.40%277 -90-24.5% -$3.36万 减仓
APP APPLOVIN CORP COM CL A $10.36万0.40%201 126.3% $6,183 加仓
AGX ARGAN INC COM $10.78万0.42%135 -27-16.7% -$2.16万 减仓
LRCX LAM RESEARCH CORP COM NEW $10.83万0.42%250 -566-69.4% -$24.53万 重新持有
— COINSHARES BITCOIN MINING ETF $11.35万0.44%1,800 00.0% — 不变
NAC NUVEEN CA DIVI ADV MUN COM $12.60万0.49%10,400 00.0% — 不变
NTAP NETAPP INC COM $12.91万0.50%834 -190-18.6% -$2.94万 减仓
HWM HOWMET AEROSPACE INC COM $13.17万0.51%490 -61-11.1% -$1.64万 减仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $13.76万0.53%1,581 37631.2% $3.27万 加仓
RGTI RIGETTI COMPUTING INC COMMON STOCK $13.91万0.54%7,201 -304-4.1% -$5,873 减仓
ISRG INTUITIVE SURGICAL INC COM NEW $13.92万0.54%350 -24-6.4% -$9,544 减仓
META META PLATFORMS INC CL A $14.08万0.55%250 -15-5.7% -$8,449 减仓
GOOGL ALPHABET INC CAP STK CL A $14.40万0.56%403 246.3% $8,577 加仓
FIX COMFORT SYS USA INC COM $14.47万0.56%73 22.8% $3,964 加仓
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF $14.59万0.56%6,223 2995.0% $7,009 加仓
PANW PALO ALTO NETWORKS INC COM $14.77万0.57%433 -139-24.3% -$4.74万 减仓
PWR QUANTA SVCS INC COM $15.62万0.60%217 2513.0% $1.80万 加仓
FCX FREEPORT MCMORAN INC CL B $15.65万0.61%2,489 22910.1% $1.44万 加仓
AXP AMERICAN EXPRESS CO COM $15.73万0.61%465 327.4% $1.08万 加仓
EME EMCOR GROUP INC COM $15.77万0.61%190 -8-4.0% -$6,639 减仓
AMD ADVANCED MICRO DEVICES INC COM $16.73万0.65%288 145101.4% $8.42万 加仓
PLTR PALANTIR TECHNOLOGIES INC CL A $16.88万0.65%1,447 -220-13.2% -$2.57万 减仓
VRT VERTIV HOLDINGS CO COM CL A $16.91万0.65%505 439.3% $1.44万 加仓
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF $18.02万0.70%5,757 -1,851-24.3% -$5.79万 减仓
TWST TWIST BIOSCIENCE CORP COM $18.24万0.71%1,773 130.7% $1,337 加仓
AMZN AMAZON COM INC COM $20.14万0.78%845 50.6% $1,192 加仓
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $21.84万0.85%4,817 -1,304-21.3% -$5.91万 减仓
APH AMPHENOL CORP CL A $23.13万0.90%1,312 62992.1% $11.09万 加仓
QBTS D-WAVE QUANTUM INC COM $23.47万0.91%9,782 -616-5.9% -$1.48万 减仓
MUC BLACKROCK MUNIHLDNGS CALI COM $24.86万0.96%22,621 00.0% — 不变
GE GE AEROSPACE COM NEW $25.11万0.97%672 -183-21.4% -$6.84万 减仓
IYH ISHARES U.S. HEALTHCARE ETF $25.91万1.00%3,866 -2,703-41.1% -$18.11万 减仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $26.07万1.01%9,412 4,16979.5% $11.55万 加仓
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF $27.21万1.05%11,033 5,04884.3% $12.45万 加仓
ANET ARISTA NETWORKS INC COM SHS $27.81万1.08%1,637 21715.3% $3.69万 加仓
AVGO BROADCOM INC COM $31.16万1.21%825 -4-0.5% -$1,511 减仓
DDOG DATADOG INC CL A COM $31.19万1.21%1,198 -67-5.3% -$1.74万 减仓
VDE VANGUARD ENERGY ETF $31.66万1.23%2,109 -289-12.1% -$4.34万 减仓
AAPL APPLE INC COM $32.21万1.25%1,113 80.7% $2,315 加仓
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $34.91万1.35%5,108 -2,120-29.3% -$14.49万 减仓
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND $35.62万1.38%3,809 -122-3.1% -$1.14万 减仓
IONQ IONQ INC COM $37.35万1.45%7,012 -276-3.8% -$1.47万 减仓
TSLA TESLA INC COM $38.74万1.50%921 8710.4% $3.66万 加仓
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF $46.05万1.78%6,848 2153.2% $1.45万 加仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF $49.38万1.91%3,125 1,48390.3% $23.44万 加仓
NVDA NVIDIA CORPORATION COM $54.36万2.10%2,717 2138.5% $4.26万 加仓
INTC INTEL CORP COM $54.46万2.11%3,900 00.0% — 不变
VDC VANGUARD CONSUMER STAPLES ETF $55.52万2.15%2,462 52327.0% $11.79万 加仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $72.82万2.82%13,895 -91-0.7% -$4,769 减仓
GLD SPDR GOLD SHARES $77.18万2.99%2,095 -63-2.9% -$2.32万 减仓
SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF $83.18万3.22%37,136 -1,317-3.4% -$2.95万 减仓
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF $99.46万3.85%6,483 -32-0.5% -$4,909 减仓
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $106.64万4.13%12,873 -126-1.0% -$1.04万 减仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $110.59万4.28%14,419 -348-2.4% -$2.67万 减仓
RPV INVESCO S&P 500 PURE VALUE ETF $141.65万5.48%12,445 2932.4% $3.33万 加仓
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF $168.63万6.53%23,585 -263-1.1% -$1.88万 减仓
QQQ INVESCO QQQ TRUST SERIES I $182.34万7.06%2,476 100.4% $7,364 加仓