STRATEGIC ADVISORY PARTNERS, LLC
GREENSBORO NC · SEC CIK 0002114344
$1.41亿2026Q2 申报市值
43持仓数
90.7%前十大占比 · 第一大 38.8%
5 / 58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
VOO 加仓+$321.15万
SCHO 加仓+$126.03万
BND 加仓+$113.80万
XLP 加仓+$71.03万
XLV 加仓+$66.92万
2026Q2 卖出最多 按季末市值估算
IBB 减仓-$65.20万
FLOT 清仓-$19.07万
IEFA 清仓-$17.74万
SPDW 清仓-$17.44万
XLI 清仓-$15.90万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,484.22万 | 38.84% | 79,851 | 4,676 | 6.2% | $321.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,551.02万 | 25.15% | 483,724 | 15,502 | 3.3% | $113.80万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,006.09万 | 7.13% | 63,412 | 4,218 | 7.1% | $66.92万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $974.62万 | 6.90% | 117,325 | 8,551 | 7.9% | $71.03万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $723.33万 | 5.12% | 96,573 | 3,189 | 3.4% | $23.89万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $415.68万 | 2.94% | 172,194 | 52,207 | 43.5% | $126.03万 | 加仓 |
| VB | VANGUARD INDEX FDS | $202.06万 | 1.43% | 6,666 | -11 | -0.2% | -$3,334 | 减仓 |
| IBB | ISHARES TR | $197.17万 | 1.40% | 10,367 | -3,428 | -24.8% | -$65.20万 | 减仓 |
| AAPL | APPLE INC | $127.55万 | 0.90% | 4,408 | -65 | -1.5% | -$1.88万 | 减仓 |
| QQQ | INVESCO QQQ TR | $124.97万 | 0.89% | 1,697 | 179 | 11.8% | $13.18万 | 加仓 |
| IEMG | ISHARES INC | $114.32万 | 0.81% | 13,800 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $94.20万 | 0.67% | 9,068 | -200 | -2.2% | -$2.08万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $92.65万 | 0.66% | 13,004 | -300 | -2.3% | -$2.14万 | 减仓 |
| AVGO | BROADCOM INC | $91.19万 | 0.65% | 2,414 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $68.79万 | 0.49% | 1,947 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $63.86万 | 0.45% | 1,712 | -203 | -10.6% | -$7.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $59.16万 | 0.42% | 2,957 | 1 | 0.0% | $200 | 加仓 |
| SGOV | ISHARES TR | $55.87万 | 0.40% | 5,550 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $47.09万 | 0.33% | 14,144 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $40.76万 | 0.29% | 3,965 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $38.09万 | 0.27% | 879 | 879 | — | $38.09万 | 新建仓 |
| AMZN | AMAZON COM INC | $37.85万 | 0.27% | 1,588 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $37.59万 | 0.27% | 502 | -4 | -0.8% | -$2,996 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $36.67万 | 0.26% | 13,239 | -398 | -2.9% | -$1.10万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.37万 | 0.24% | 5,590 | -210 | -3.6% | -$1.25万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $32.15万 | 0.23% | 616 | 1 | 0.2% | $522 | 加仓 |
| LOW | LOWES COS INC | $30.05万 | 0.21% | 1,363 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $29.89万 | 0.21% | 4,763 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.47万 | 0.21% | 617 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $28.05万 | 0.20% | 5,427 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $27.93万 | 0.20% | 781 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $27.84万 | 0.20% | 11,141 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $27.25万 | 0.19% | 1,169 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $25.08万 | 0.18% | 2,455 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $23.22万 | 0.16% | 552 | 11 | 2.0% | $4,627 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.23万 | 0.16% | 7,555 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $22.06万 | 0.16% | 1,158 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $21.14万 | 0.15% | 4,082 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $21.06万 | 0.15% | 219 | -6 | -2.7% | -$5,769 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $15.16万 | 0.11% | 203 | 203 | — | $15.16万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $7.47万 | 0.05% | 100 | 100 | — | $7.47万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $7.36万 | 0.05% | 100 | 100 | — | $7.36万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $4.87万 | 0.03% | 15,028 | 15,028 | — | $4.87万 | 新建仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -3,742 | -100.0% | -$19.07万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -1,960 | -100.0% | -$17.74万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -3,820 | -100.0% | -$17.44万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -983 | -100.0% | -$15.90万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -813 | -100.0% | -$15.59万 | 清仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,352 | -100.0% | -$13.54万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,168 | -100.0% | -$12.14万 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -3,893 | -100.0% | -$12.05万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -935 | -100.0% | -$11.62万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,018 | -100.0% | -$10.08万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -468 | -100.0% | -$9.18万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,419 | -100.0% | -$8.31万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,062 | -100.0% | -$7.73万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -709 | -100.0% | -$7.53万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -1,548 | -100.0% | -$7.04万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,311 | -100.0% | -$6.72万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -1,326 | -100.0% | -$6.64万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -543 | -100.0% | -$6.43万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -627 | -100.0% | -$5.95万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -987 | -100.0% | -$5.84万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -186 | -100.0% | -$5.84万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -412 | -100.0% | -$5.83万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -741 | -100.0% | -$5.51万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -212 | -100.0% | -$5.26万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,645 | -100.0% | -$5.05万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -539 | -100.0% | -$5.00万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -527 | -100.0% | -$4.18万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -455 | -100.0% | -$3.77万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,121 | -100.0% | -$3.61万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -515 | -100.0% | -$3.48万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -293 | -100.0% | -$3.26万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -925 | -100.0% | -$3.24万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,340 | -100.0% | -$2.88万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -205 | -100.0% | -$2.84万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -140 | -100.0% | -$2.54万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -64 | -100.0% | -$2.04万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -77 | -100.0% | -$1.65万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -270 | -100.0% | -$1.53万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -70 | -100.0% | -$1.52万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -56 | -100.0% | -$1.23万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -149 | -100.0% | -$1.17万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -50 | -100.0% | -$9,214 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -108 | -100.0% | -$8,468 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -181 | -100.0% | -$8,306 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -62 | -100.0% | -$7,943 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -57 | -100.0% | -$6,908 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -78 | -100.0% | -$6,116 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -44 | -100.0% | -$4,977 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -83 | -100.0% | -$4,782 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -30 | -100.0% | -$4,341 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -33 | -100.0% | -$3,100 | 清仓 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -91 | -100.0% | -$3,064 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -96 | -100.0% | -$2,555 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -18 | -100.0% | -$1,750 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -6 | -100.0% | -$662 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -2 | -100.0% | -$422 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2 | -100.0% | -$177 | 清仓 |