STRATEGIC ADVISORY PARTNERS, LLC
GREENSBORO NC · SEC CIK 0002114344
$1.27亿2026Q1 申报市值
96持仓数
88.8%前十大占比 · 第一大 35.3%
63 / 3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
VOO 加仓+$384.52万
SCHO 新建仓+$291.21万
BND 加仓+$159.55万
XLP 加仓+$61.80万
SGOV 新建仓+$55.87万
2026Q1 卖出最多 按季末市值估算
IBB 减仓-$260.70万
BIL 清仓-$55.98万
QQQ 减仓-$27.94万
META 清仓-$21.06万
V 清仓-$20.34万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,492.09万 | 35.34% | 75,175 | 6,435 | 9.4% | $384.52万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,447.98万 | 27.13% | 468,222 | 21,666 | 4.9% | $159.55万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $891.73万 | 7.02% | 108,774 | 7,539 | 7.4% | $61.80万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $867.84万 | 6.83% | 59,194 | 3,602 | 6.5% | $52.81万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $683.01万 | 5.37% | 93,384 | 5,388 | 6.1% | $39.41万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $291.21万 | 2.29% | 119,987 | 119,987 | — | $291.21万 | 新建仓 |
| IBB | ISHARES TR | $232.93万 | 1.83% | 13,795 | -15,440 | -52.8% | -$260.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $174.89万 | 1.38% | 6,677 | -319 | -4.6% | -$8.36万 | 减仓 |
| AAPL | APPLE INC | $113.51万 | 0.89% | 4,473 | -58 | -1.3% | -$1.47万 | 减仓 |
| IEMG | ISHARES INC | $96.25万 | 0.76% | 13,800 | 75 | 0.5% | $5,231 | 加仓 |
| EFA | ISHARES TR | $90.02万 | 0.71% | 9,268 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $87.62万 | 0.69% | 1,518 | -484 | -24.2% | -$27.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $85.25万 | 0.67% | 13,304 | -1,084 | -7.5% | -$6.95万 | 减仓 |
| AVGO | BROADCOM INC | $74.72万 | 0.59% | 2,414 | -36 | -1.5% | -$1.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $70.87万 | 0.56% | 1,915 | -182 | -8.7% | -$6.74万 | 减仓 |
| SGOV | ISHARES TR | $55.87万 | 0.44% | 5,550 | 5,550 | — | $55.87万 | 新建仓 |
| GOOG | ALPHABET INC | $55.85万 | 0.44% | 1,947 | -116 | -5.6% | -$3.33万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $54.34万 | 0.43% | 14,144 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $51.55万 | 0.41% | 2,956 | -185 | -5.9% | -$3.23万 | 减仓 |
| ESGD | ISHARES TR | $37.91万 | 0.30% | 3,965 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $33.75万 | 0.27% | 13,637 | 13 | 0.1% | $322 | 加仓 |
| AMZN | AMAZON COM INC | $33.07万 | 0.26% | 1,588 | -128 | -7.5% | -$2.67万 | 减仓 |
| IVV | ISHARES TR | $33.05万 | 0.26% | 506 | -82 | -13.9% | -$5.36万 | 减仓 |
| LOW | LOWES COS INC | $32.20万 | 0.25% | 1,363 | -26 | -1.9% | -$6,143 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.35万 | 0.25% | 5,800 | -33 | -0.6% | -$1,784 | 减仓 |
| VCEB | VANGUARD WORLD FD | $29.93万 | 0.24% | 4,763 | -277 | -5.5% | -$1.74万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $28.50万 | 0.22% | 615 | -100 | -14.0% | -$4.63万 | 减仓 |
| SUSB | ISHARES TR | $27.92万 | 0.22% | 11,141 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $25.39万 | 0.20% | 2,455 | 178 | 7.8% | $1.84万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $24.49万 | 0.19% | 5,427 | -2,376 | -30.4% | -$10.72万 | 减仓 |
| GOOGL | ALPHABET INC | $22.47万 | 0.18% | 781 | -137 | -14.9% | -$3.94万 | 减仓 |
| BLK | BLACKROCK INC | $21.64万 | 0.17% | 225 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $21.31万 | 0.17% | 1,169 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.85万 | 0.16% | 617 | -135 | -18.0% | -$4.56万 | 减仓 |
| TSLA | TESLA INC | $20.11万 | 0.16% | 541 | -5 | -0.9% | -$1,859 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $19.37万 | 0.15% | 7,555 | 7,555 | — | $19.37万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $19.15万 | 0.15% | 4,082 | 4,082 | — | $19.15万 | 新建仓 |
| FLOT | ISHARES TR | $19.07万 | 0.15% | 3,742 | 3,742 | — | $19.07万 | 新建仓 |
| IEFA | ISHARES TR | $17.74万 | 0.14% | 1,960 | 1,960 | — | $17.74万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $17.44万 | 0.14% | 3,820 | 3,820 | — | $17.44万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $15.90万 | 0.13% | 983 | 983 | — | $15.90万 | 新建仓 |
| QUAL | ISHARES TR | $15.59万 | 0.12% | 813 | 813 | — | $15.59万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $15.39万 | 0.12% | 1,158 | 1,158 | — | $15.39万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $13.54万 | 0.11% | 1,352 | 1,352 | — | $13.54万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $12.14万 | 0.10% | 4,168 | 4,168 | — | $12.14万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $12.05万 | 0.09% | 3,893 | 3,893 | — | $12.05万 | 新建仓 |
| IJR | ISHARES TR | $11.62万 | 0.09% | 935 | 935 | — | $11.62万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $10.08万 | 0.08% | 2,018 | 2,018 | — | $10.08万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $9.18万 | 0.07% | 468 | 468 | — | $9.18万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8.31万 | 0.07% | 1,419 | 1,419 | — | $8.31万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $7.73万 | 0.06% | 177 | 177 | — | $7.73万 | 新建仓 |
| MUB | ISHARES TR | $7.53万 | 0.06% | 709 | 709 | — | $7.53万 | 新建仓 |
| ESGE | ISHARES INC | $7.04万 | 0.06% | 1,548 | 1,548 | — | $7.04万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $6.72万 | 0.05% | 2,311 | 2,311 | — | $6.72万 | 新建仓 |
| IAGG | ISHARES TR | $6.64万 | 0.05% | 1,326 | 1,326 | — | $6.64万 | 新建仓 |
| IJS | ISHARES TR | $6.43万 | 0.05% | 543 | 543 | — | $6.43万 | 新建仓 |
| MBB | ISHARES TR | $5.95万 | 0.05% | 627 | 627 | — | $5.95万 | 新建仓 |
| USRT | ISHARES TR | $5.84万 | 0.05% | 987 | 987 | — | $5.84万 | 新建仓 |
| IWO | ISHARES TR | $5.84万 | 0.05% | 186 | 186 | — | $5.84万 | 新建仓 |
| ESGU | ISHARES TR | $5.83万 | 0.05% | 412 | 412 | — | $5.83万 | 新建仓 |
| EFV | ISHARES TR | $5.51万 | 0.04% | 741 | 741 | — | $5.51万 | 新建仓 |
| IWM | ISHARES TR | $5.26万 | 0.04% | 212 | 212 | — | $5.26万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $5.05万 | 0.04% | 1,645 | 1,645 | — | $5.05万 | 新建仓 |
| USMV | ISHARES TR | $5.00万 | 0.04% | 539 | 539 | — | $5.00万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4.18万 | 0.03% | 527 | 527 | — | $4.18万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3.77万 | 0.03% | 455 | 455 | — | $3.77万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $3.61万 | 0.03% | 1,121 | 1,121 | — | $3.61万 | 新建仓 |
| IJH | ISHARES TR | $3.48万 | 0.03% | 515 | 515 | — | $3.48万 | 新建仓 |
| EFG | ISHARES TR | $3.26万 | 0.03% | 293 | 293 | — | $3.26万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $3.24万 | 0.03% | 925 | 925 | — | $3.24万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $2.88万 | 0.02% | 1,340 | 1,340 | — | $2.88万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2.84万 | 0.02% | 205 | 205 | — | $2.84万 | 新建仓 |
| IYW | ISHARES TR | $2.54万 | 0.02% | 140 | 140 | — | $2.54万 | 新建仓 |
| OEF | ISHARES TR | $2.04万 | 0.02% | 64 | 64 | — | $2.04万 | 新建仓 |
| IWD | ISHARES TR | $1.65万 | 0.01% | 77 | 77 | — | $1.65万 | 新建仓 |
| EEM | ISHARES TR | $1.53万 | 0.01% | 270 | 270 | — | $1.53万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $1.52万 | 0.01% | 70 | 70 | — | $1.52万 | 新建仓 |
| ITA | ISHARES TR | $1.23万 | 0.01% | 56 | 56 | — | $1.23万 | 新建仓 |
| EMXC | ISHARES INC | $1.17万 | 0.01% | 149 | 149 | — | $1.17万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $9,214 | 0.01% | 50 | 50 | — | $9,214 | 新建仓 |
| SCZ | ISHARES TR | $8,468 | 0.01% | 108 | 108 | — | $8,468 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $8,306 | 0.01% | 181 | 181 | — | $8,306 | 新建仓 |
| IWP | ISHARES TR | $7,943 | 0.01% | 62 | 62 | — | $7,943 | 新建仓 |
| DSI | ISHARES TR | $6,908 | 0.01% | 57 | 57 | — | $6,908 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $6,116 | 0.00% | 78 | 78 | — | $6,116 | 新建仓 |
| IVW | ISHARES TR | $4,977 | 0.00% | 44 | 44 | — | $4,977 | 新建仓 |
| IXC | ISHARES TR | $4,782 | 0.00% | 83 | 83 | — | $4,782 | 新建仓 |
| IJT | ISHARES TR | $4,341 | 0.00% | 30 | 30 | — | $4,341 | 新建仓 |
| EMB | ISHARES TR | $3,100 | 0.00% | 33 | 33 | — | $3,100 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $3,064 | 0.00% | 91 | 91 | — | $3,064 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,555 | 0.00% | 96 | 96 | — | $2,555 | 新建仓 |
| IWR | ISHARES TR | $1,750 | 0.00% | 18 | 18 | — | $1,750 | 新建仓 |
| SHV | ISHARES TR | $662 | 0.00% | 6 | 6 | — | $662 | 新建仓 |
| IVE | ISHARES TR | $422 | 0.00% | 2 | 2 | — | $422 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $177 | 0.00% | 2 | 2 | — | $177 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $38 | 0.00% | 1 | 1 | — | $38 | 新建仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,126 | -100.0% | -$55.98万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -319 | -100.0% | -$21.06万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -580 | -100.0% | -$20.34万 | 清仓 |