Strategic Blueprint, LLC

报告期 2026-03-31 · CIK 0001767821

持仓数

639

前50大市值合计

$864.1M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 20增持 86减持 32清仓 12

方向

标的

Δ市值

现股数(环比)

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$7.3M

189,378 +347%

增持

— ISHARES IBONDS DEC 2023 TERM CORPORATE ETF

+$6.7M

696,215 +60%

增持

VUG VANGUARD GROWTH ETF

+$6.5M

52,360 +71%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

VTV VANGUARD VALUE ETF

+$6.4M

172,646 +39%

增持

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

+$6.3M

81,984 +510%

增持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

+$6.1M

73,068 +182%

增持

AAPL APPLE INC COM

+$5.6M

152,896 +1%

减持

SPYM SPDR PORTFOLIO S&P 500 ETF

-$5.1M

550,378 -22%

增持

— ISHARES IBONDS DEC 2023 TERM TREASURY ETF

+$4.7M

575,464 +48%

增持

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF

+$3.9M

197,345 +70%

增持

EFG ISHARES MSCI EAFE GROWTH ETF

+$3.8M

157,922 +21%

增持

— ISHARES IBONDS DEC 2024 TERM CORPORATE ETF

+$3.5M

298,094 +91%

减持

JPST JPMORGAN ULTRA-SHORT INCOME ETF

-$3.5M

48,369 -59%

增持

VOO VANGUARD S&P 500 ETF

+$3.2M

21,993 +52%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

+$3.1M

172,679 +18%

减持

ESGU ISHARES ESG AWARE MSCI USA ETF

-$3.0M

349,677 -15%

增持

— ISHARES IBONDS DEC 2024 TERM TREASURY ETF

+$3.0M

238,407 +107%

增持

TSLA TESLA INC COM

+$2.9M

29,582 +11%

减持

PFE PFIZER INC COM

-$2.8M

42,607 -51%

减持

HD HOME DEPOT INC COM

-$2.7M

7,956 -50%

减持

NVDA NVIDIA CORPORATION COM

+$2.7M

20,580 -0%

增持

GOOGL ALPHABET INC CAP STK CL A

+$2.7M

81,026 +24%

增持

IYW ISHARES U.S. TECHNOLOGY ETF

+$2.6M

69,211 +34%

增持

DAPR FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRIL

+$2.5M

100,941 +506%

减持

EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF

-$2.4M

28,333 -79%

清仓

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF

-$2.4M

0 -100%

增持

QUS SPDR MSCI USA STRATEGICFACTORS ETF

+$2.2M

104,131 +17%

增持

VT VANGUARD TOTAL WORLD STOCK ETF

+$2.2M

118,692 +18%

减持

VTI VANGUARD TOTAL STOCK MARKET ETF

-$2.2M

36,539 -28%

清仓

DMAY FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MAY

-$2.2M

0 -100%

增持

PANW PALO ALTO NETWORKS INC COM

+$2.0M

31,558 +3%

增持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

+$2.0M

77,075 +55%

建仓

IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL

+$2.0M

81,996

增持

AVUS AVANTIS U.S. EQUITY ETF

+$2.0M

413,903 +3%

减持

STIP ISHARES 0-5 YEAR TIPS BOND ETF

-$1.9M

6,639 -75%

增持

AMZN AMAZON COM INC COM

+$1.9M

90,414 +2%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE ETF

+$1.8M

371,528 +18%

增持

QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND

+$1.8M

32,365 +97%

增持

CGUS CAPITAL GROUP CORE EQUITY ETF

+$1.8M

379,944 +18%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$1.8M

27,501 -41%

建仓

JANW ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF

+$1.7M

62,234

建仓

FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND

+$1.7M

20,657

减持

GSY INVESCO ULTRA SHORT DURATION ETF

-$1.7M

4,865 -87%

减持

BOND PIMCO ACTIVE BOND ETF

-$1.6M

9,207 -66%

减持

TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF

-$1.6M

13,976 -74%

增持

KKR KKR & CO INC COM

+$1.5M

58,623 +74%

增持

IVV ISHARES CORE S&P 500 ETF

+$1.5M

20,930 +13%

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$1.5M

46,823 +204%

增持

UAPR INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - APRIL

+$1.4M

113,604 +100%

增持

SCHZ SCHWAB US AGGREGATE BOND ETF

+$1.4M

94,259 +43%

建仓

QQQM INVESCO NASDAQ 100 ETF

+$1.4M

10,500

减持

AMD ADVANCED MICRO DEVICES INC COM

-$1.3M

10,503 -71%

减持

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF

-$1.2M

20,835 -60%

增持

V VISA INC COM CL A

+$1.1M

21,495 +20%

增持

TLT ISHARES 20 YEAR TREASURY BOND ETF

+$1.1M

33,780 +36%

减持

QQQ INVESCO QQQ TRUST

-$1.1M

11,434 -36%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$1.1M

61,521 +48%

减持

VLUE ISHARES MSCI USA VALUE FACTOR ETF

-$1.1M

18,279 -40%

清仓

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF

-$1.0M

0 -100%

增持

AVDE AVANTIS INTERNATIONAL EQUITY ETF

+$1.0M

239,099 +1%

减持

CVS CVS HEALTH CORP COM

-$1.0M

44,377 -5%

减持

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

-$1.0M

47,146 -31%

增持

DJAN FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JANUARY

+$1.0M

76,240 +72%

增持

REGN REGENERON PHARMACEUTICALS COM

+$1.0M

4,500 +21%

增持

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

+$976.6K

15,817 +245%

清仓

EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF

-$919.0K

0 -100%

减持

COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF

-$912.6K

9,259 -78%

增持

DAL DELTA AIR LINES INC DEL COM NEW

+$911.2K

130,643 +18%

增持

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

+$898.9K

147,151 +24%

增持

— PIONEER NAT RES CO COM

+$888.2K

14,083 +62%

增持

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

+$869.0K

19,186 +56%

清仓

— PROSHARES ULTRASHORT QQQ

-$844.3K

0 -100%

建仓

JGRO JPMORGAN ACTIVE GROWTH ETF

+$792.8K

16,130

增持

CMG CHIPOTLE MEXICAN GRILL INC COM

+$775.9K

2,159 +3%

建仓

— LINDE PLC SHS

+$764.2K

2,150

减持

SOXX ISHARES SEMICONDUCTOR ETF

+$753.8K

7,946 -1%

增持

SLB SCHLUMBERGER LTD COM STK

+$740.3K

63,387 +43%

增持

AVLV AVANTIS U.S. LARGE CAP VALUE ETF

+$733.7K

302,250 +3%

清仓

SCHP SCHWAB US TIPS ETF

-$696.0K

0 -100%

减持

EFV ISHARES MSCI EAFE VALUE ETF

+$657.3K

312,622 -1%

清仓

— LINDE PLC SHS

-$655.9K

0 -100%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$644.5K

36,933 -32%

增持

PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE

+$642.9K

29,190 +240%

增持

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF

+$638.8K

64,330 +28%

减持

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$622.0K

9,478 -0%

清仓

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF

-$616.5K

0 -100%

增持

META META PLATFORMS INC CL A

+$603.3K

6,364 +6%

增持

CCOR CORE ALTERNATIVE ETF

+$595.8K

172,892 +20%

清仓

ICVT ISHARES CONVERTIBLE BOND ETF

-$591.8K

0 -100%

建仓

IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY

+$553.0K

19,437

增持

VTEB VANGUARD TAX-EXEMPT BOND ETF

+$548.6K

30,555 +51%

建仓

SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF

+$526.3K

22,867

建仓

GFEB FT CBOE VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY

+$525.8K

17,775

增持

IVLU ISHARES MSCI INTL VALUE FACTOR ETF

+$512.5K

41,780 +85%

建仓

HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF

+$502.9K

14,471

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$500.4K

114,173 +10%

减持

IXG ISHARES GLOBAL FINANCIALS ETF

-$491.5K

11,099 -38%

增持

PSI INVESCO DYNAMIC SEMICONDUCTORS ETF

+$481.7K

12,535 +18%

增持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

+$470.2K

18,701 +30%

建仓

SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF

+$465.5K

9,790

增持

COP CONOCOPHILLIPS COM

-$465.3K

29,707 +3%

建仓

JNK SPDR BLOOMBERG HIGH YIELD BOND ETF

+$458.2K

4,936

增持

DDEC FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER

+$452.7K

89,043 +14%

减持

ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF

-$447.5K

21,005 -30%

增持

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

+$446.5K

17,855 +28%

建仓

GJAN FT CBOE VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY

+$434.9K

14,044

增持

MUB ISHARES NATIONAL MUNI BOND ETF

+$429.5K

22,740 +19%

增持

APRW ALLIANZIM US LARGE CAP BUFFER20 APR ETF

+$422.0K

54,665 +36%

建仓

EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY

+$409.4K

14,523

增持

IFRA ISHARES U.S. INFRASTRUCTURE ETF

+$407.7K

46,848 +27%

增持

SCHW SCHWAB CHARLES CORP COM

-$407.4K

14,868 +4%

建仓

MARW ALLIANZIM U.S. LARGE CAP BUFFER20 MAR ETF

+$406.9K

15,960

清仓

— OUTSET MED INC COM

-$406.9K

0 -100%

增持

FCX FREEPORT-MCMORAN INC CL B

+$401.1K

65,561 +9%

增持

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

+$399.9K

99,138 +2%

建仓

NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY

+$398.6K

10,514

减持

EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF

-$396.3K

6,420 -60%

增持

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

+$393.7K

26,315 +73%

增持

VFQY VANGUARD U.S. QUALITY FACTOR ETF

+$390.5K

17,336 +22%

增持

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

+$388.6K

11,868 +16%

建仓

ILCG ISHARES MORNINGSTAR GROWTH ETF

+$382.7K

6,914

减持

NEE NEXTERA ENERGY INC COM

-$381.7K

51,804 -1%

清仓

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

-$375.5K

0 -100%

增持

TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF

+$372.9K

56,507 +26%

增持

UNH UNITEDHEALTH GROUP INC COM

-$369.1K

9,193 +3%

增持

SDY SPDR S&P DIVIDEND ETF

+$363.6K

10,851 +39%

增持

CRM SALESFORCE INC COM

+$360.8K

5,302 +1%

建仓

QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES

+$356.9K

4,919

增持

JULW ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF

+$349.8K

189,270 +2%

增持

GLD SPDR GOLD SHARES

+$344.9K

9,534 +15%

增持

NVBW ALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF

+$344.2K

28,702 +75%

增持

WMT WALMART INC COM

+$343.5K

35,230 +3%

增持

MELI MERCADOLIBRE INC COM

+$327.6K

689 +0%

增持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

+$324.9K

14,110 +37%

增持

BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY

+$323.7K

60,918 +11%

减持

GOVT ISHARES U.S. TREASURY BOND ETF

-$317.2K

162,471 -10%

增持

IWF ISHARES RUSSELL 1000 GROWTH ETF

+$316.5K

4,268 +26%

增持

BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER

+$314.2K

45,201 +21%

减持

ARKK ARK INNOVATION ETF

+$314.1K

38,626 -3%

增持

JNJ JOHNSON & JOHNSON COM

-$312.1K

18,574 +3%

增持

AVRE AVANTIS REAL ESTATE ETF

+$311.8K

93,017 +8%

增持

BLES INSPIRE GLOBAL HOPE ETF

+$310.5K

25,104 +53%

建仓

PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY

+$309.3K

10,731

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$306.0K

114,777 +3%

减持

FALN ISHARES FALLEN ANGELS USD BOND ETF

-$304.2K

14,232 -47%

建仓

IWB ISHARES RUSSELL 1000 ETF

+$298.7K

1,326

增持

IWD ISHARES RUSSELL 1000 VALUE ETF

+$292.3K

7,502 +34%

减持

HDV ISHARES CORE HIGH DIVIDEND ETF

-$290.2K

2,763 -50%

清仓

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-$286.4K

0 -100%

增持

SECT MAIN SECTOR ROTATION ETF

+$284.9K

12,244 +124%