13F 机构持仓

Strategic Advocates LLC

SACRAMENTO CA · SEC CIK 0001991340

2026Q22026Q1 更早 9 个季度 🔒
$2,260.57万2026Q1 申报市值
267持仓数
44.1%前十大占比 · 第一大 6.3%
20 / 386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 6.3%
KOMP 6.2%
RPV 5.8%
BIV 5.0%
GLD 4.1%
IEMG 4.0%
SPLB 3.8%
VIOG 3.6%
IGSB 3.3%
FDLO 2.1%

2026Q1 买入最多 按季末市值估算

SPHY 新建仓+$13.81万
SCHF 加仓+$12.61万
VRT 新建仓+$11.58万
PWR 新建仓+$10.54万
FIX 新建仓+$9.79万

2026Q1 卖出最多 按季末市值估算

KOMP 减仓-$3,293.90万
QQQ 减仓-$3,230.13万
RPV 减仓-$2,964.05万
BIV 减仓-$2,690.61万
IEMG 减仓-$2,128.99万

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
CQP CHENIERE ENERGY PARTNERS L P COM UNIT $1940.00%3 00.0% — 不变
QQQM INVESCO NASDAQ 100 ETF $2380.00%1 00.0% — 不变
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $2480.00%5 -7-58.3% -$347 减仓
RVTY REVVITY INC COM $2630.00%3 00.0% — 不变
CLH CLEAN HARBORS INC COM $2870.00%1 -1,380-99.9% -$39.61万 减仓
ILMN ILLUMINA INC COM $3700.00%3 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC COM CL A $3820.00%4 -96-96.0% -$9,168 减仓
— STRATEGY INC SERIES A PERP PF $4240.00%6 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC COM $4290.00%27 -65,565-100.0% -$104.18万 减仓
IBND STATE STREET SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF $4660.00%15 -12,005-99.9% -$37.30万 减仓
ZTS ZOETIS INC CL A $4730.00%4 -2-33.3% -$236 减仓
SCHO SCHWAB SHORT-TERM US TREASURY ETF $4850.00%20 -8,530-99.8% -$20.69万 减仓
ULTA ULTA BEAUTY INC COM $5230.00%1 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $5330.00%7 00.0% — 不变
EZM WISDOMTREE U.S. MIDCAP FUND $5380.00%8 00.0% — 不变
IFLN INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF $5560.00%31 -7,843-99.6% -$14.07万 减仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $5920.00%12 -2,793-99.6% -$13.78万 减仓
APLD APPLIED DIGITAL CORP COM NEW $5940.00%25 00.0% — 不变
AGG ISHARES CORE U.S. AGGREGATE BOND ETF $5960.00%6 -1-14.3% -$99 减仓
ELF E L F BEAUTY INC COM $6060.00%10 00.0% — 不变
AMAT APPLIED MATLS INC COM $6840.00%2 -2,194-99.9% -$75.03万 减仓
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF $7510.00%16 -40-71.4% -$1,878 减仓
ENPH ENPHASE ENERGY INC COM $8320.00%22 -67-75.3% -$2,534 减仓
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $9100.00%20 642.9% $273 加仓
IT GARTNER INC COM $9500.00%6 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $9780.00%65 65— $978 新建仓
PAYC PAYCOM SOFTWARE INC COM $1,0940.00%9 -273-96.8% -$3.32万 减仓
BIO BIO RAD LABS INC CL A $1,1150.00%4 00.0% — 不变
— INVESCO MSCI GLOBAL TIMBER ETF $1,1170.00%39 00.0% — 不变
ALAB ASTERA LABS INC COM $1,2060.01%11 11— $1,206 新建仓
BITO PROSHARES BITCOIN ETF $1,3410.01%144 -1,028-87.7% -$9,573 减仓
BP BP PLC SPONSORED ADR $1,4100.01%30 -212-87.6% -$9,964 减仓
VVR INVESCO SR INCOME TR COM $1,4140.01%439 -112,627-99.6% -$36.28万 减仓
CAT CATERPILLAR INC COM $1,4170.01%2 -609-99.7% -$43.15万 减仓
— KKR INCOME OPPORTUNITIES FD COM $1,4850.01%135 -38,712-99.7% -$42.58万 减仓
— FLAHERTY & CRUMRINE DYNAMIC PF SHS $1,6260.01%81 -21,847-99.6% -$43.86万 减仓
— FLAHERTY & CRUMRINE TOTAL RETU COM $1,6270.01%98 -27,428-99.6% -$45.54万 减仓
USO UNITED STATES OIL FUND LP $1,6540.01%13 00.0% — 不变
NE NOBLE CORP PLC ORD SHS A $1,6680.01%34 00.0% — 不变
MAIN MAIN STR CAP CORP COM $1,7480.01%33 -2,756-98.8% -$14.60万 减仓
IWV ISHARES RUSSELL 3000 ETF $1,8530.01%5 -569-99.1% -$21.09万 减仓
PG PROCTER & GAMBLE CO COM $1,8780.01%13 -2,103-99.4% -$30.38万 减仓
TYG TORTOISE ENERGY INFRSTRCTR CP COM $1,9440.01%39 -11,159-99.7% -$55.62万 减仓
SNPS SYNOPSYS INC COM $1,9820.01%5 -395-98.8% -$15.66万 减仓
— BITWISE BITCOIN STANDARD CORPORATIONS ETF $1,9980.01%122 00.0% — 不变
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF $2,0170.01%27 -213-88.8% -$1.59万 减仓
PEP PEPSICO INC COM $2,0190.01%13 -200-93.9% -$3.11万 减仓
DY DYCOM INDS INC COM $2,0330.01%6 6— $2,033 新建仓
CL COLGATE PALMOLIVE CO COM $2,0460.01%24 -1,775-98.7% -$15.13万 减仓
WMS ADVANCED DRAIN SYS INC DEL COM $2,1940.01%16 16— $2,194 新建仓
U UNITY SOFTWARE INC COM $2,2820.01%104 -58-35.8% -$1,273 减仓
— FIDELITY DISRUPTIVE AUTOMATION ETF $2,4500.01%74 74— $2,450 新建仓
ESTC ELASTIC N V ORD SHS $2,5990.01%52 -2-3.7% -$100 减仓
— GRAYSCALE ETHEREUM STAKING ETF $2,7140.01%159 -22,345-99.3% -$38.14万 减仓
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $2,7800.01%140 -12,552-98.9% -$24.92万 减仓
ENSG ENSIGN GROUP INC COM $2,8210.01%14 -88-86.3% -$1.77万 减仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $3,0790.01%21 -170-89.0% -$2.49万 减仓
MU MICRON TECHNOLOGY INC COM $3,3780.01%10 -1,817-99.5% -$61.38万 减仓
IYW ISHARES U.S. TECHNOLOGY ETF $3,4470.02%19 -85-81.7% -$1.54万 减仓
CI THE CIGNA GROUP COM $3,4680.02%13 -511-97.5% -$13.63万 减仓
GSY INVESCO ULTRA SHORT DURATION ETF $3,5080.02%70 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP $3,6380.02%56 -4,120-98.7% -$26.77万 减仓
COIN COINBASE GLOBAL INC COM CL A $3,6670.02%21 -470-95.7% -$8.21万 减仓
— NOBLE CORP PLC WT EXP 020428 $3,6820.02%140 00.0% — 不变
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM $4,1070.02%50 00.0% — 不变
HCA HCA HEALTHCARE INC COM $4,2590.02%9 -161-94.7% -$7.62万 减仓
— NOBLE CORP PLC WT EXP 020428 $4,2800.02%140 00.0% — 不变
MGK VANGUARD MEGA CAP GROWTH ETF $4,4090.02%12 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC COM $4,4240.02%9 9— $4,424 新建仓
GILD GILEAD SCIENCES INC COM $4,4600.02%32 -118-78.7% -$1.64万 减仓
VOD VODAFONE GROUP PLC SPONSORED ADR $4,4610.02%297 -312-51.2% -$4,686 减仓
GD GENERAL DYNAMICS CORP COM $4,4620.02%13 -388-96.8% -$13.32万 减仓
CLSK CLEANSPARK INC COM NEW $4,4850.02%527 -379-41.8% -$3,225 减仓
— HONEYWELL INTL INC COM $4,5210.02%20 -8-28.6% -$1,808 重新持有
SO SOUTHERN CO COM $4,5360.02%47 -106-69.3% -$1.02万 减仓
STXF STRIVE 500 ETF $4,6590.02%111 00.0% — 不变
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $4,6670.02%100 00.0% — 不变
OKE ONEOK INC NEW COM $4,7000.02%52 -4,636-98.9% -$41.90万 减仓
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $4,7320.02%95 -577-85.9% -$2.87万 减仓
MS MORGAN STANLEY COM NEW $4,7730.02%29 -21-42.0% -$3,456 减仓
— ISHARES BLOCKCHAIN AND TECH ETF $4,8230.02%132 -865-86.8% -$3.16万 减仓
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF $4,8260.02%19 211.8% $508 加仓
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF $5,0760.02%61 00.0% — 不变
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF $5,2010.02%25 -222-89.9% -$4.62万 减仓
BBY BEST BUY INC COM $5,3290.02%83 -69-45.4% -$4,430 减仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $5,6470.02%170 -36,719-99.5% -$121.97万 减仓
DELL DELL TECHNOLOGIES INC CL C $5,7450.03%35 -3,930-99.1% -$64.51万 减仓
KLAC KLA CORP COM NEW $5,8900.03%4 -87-95.6% -$12.81万 减仓
HALO HALOZYME THERAPEUTICS INC COM $6,5280.03%101 101— $6,528 新建仓
ABBV ABBVIE INC COM $6,7420.03%31 -50-61.7% -$1.09万 减仓
AIO VIRTUS ARTIFICIAL INTELLIGENCE COM $6,9150.03%323 -21,612-98.5% -$46.27万 减仓
— LAZARD GLOBAL TOTAL RETURN & COM $7,2570.03%451 -27,608-98.4% -$44.42万 减仓
ETG EATON VANCE TX ADV GLBL DIV FD COM $7,3840.03%367 -22,563-98.4% -$45.40万 减仓
QCOM QUALCOMM INC COM $7,5980.03%59 -2,944-98.0% -$37.91万 减仓
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF $7,7930.03%126 00.0% — 不变
WELL WELLTOWER INC COM $8,1060.04%41 00.0% — 不变
AMGN AMGEN INC COM $8,4440.04%24 314.3% $1,056 加仓
GS GOLDMAN SACHS GROUP INC COM $8,4600.04%10 -189-95.0% -$15.99万 减仓
FSSL FS SPECIALTY LENDING FD COM SH BEN INT $8,6940.04%695 695— $8,694 新建仓
AWK AMERICAN WTR WKS CO INC NEW COM $9,3900.04%69 00.0% — 不变