Strategic Advocates LLC

报告期 2026-03-31 · CIK 0001991340

持仓数

268

前50大市值合计

$18.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

QQQ INVESCO QQQ TRUST SERIES I

ETF

$1.4M

2,466

7.8%

KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF

ETF

$1.4M

23,848

7.6%

RPV INVESCO S&P 500 PURE VALUE ETF

ETF

$1.3M

12,152

7.1%

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

ETF

$1.1M

14,767

6.2%

GLD SPDR GOLD SHARES

ETF

$928.6K

2,158

5.1%

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

ETF

$906.7K

12,999

5.0%

SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF

ETF

$854.4K

38,453

4.7%

VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF

ETF

$810.9K

6,515

4.4%

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

ETF

$735.1K

13,986

4.0%

FDLO FIDELITY LOW VOLATILITY FACTOR ETF

ETF

$466.9K

7,228

2.6%

NVDA NVIDIA CORPORATION COM

Stock

$436.7K

2,504

2.4%

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

ETF

$435.7K

6,633

2.4%

VDC VANGUARD CONSUMER STAPLES ETF

ETF

$435.5K

1,939

2.4%

VDE VANGUARD ENERGY ETF

ETF

$414.9K

2,398

2.3%

IYH ISHARES U.S. HEALTHCARE ETF

ETF

$404.9K

6,569

2.2%

HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND

ETF

$366.6K

3,931

2.0%

TSLA TESLA INC COM

Stock

$310.0K

834

1.7%

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF

ETF

$280.9K

6,121

1.5%

AAPL APPLE INC COM

Stock

$280.4K

1,105

1.5%

AVGO BROADCOM INC COM

Stock

$256.6K

829

1.4%

PLTR PALANTIR TECHNOLOGIES INC CL A

Stock

$243.8K

1,667

1.3%

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF

ETF

$243.2K

1,642

1.3%

GE GE AEROSPACE COM NEW

Stock

$242.6K

855

1.3%

SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF

ETF

$239.1K

7,608

1.3%

MUC BLACKROCK MUNIHLDNGS CALI COM

CEF

$235.3K

22,621

1.3%

IONQ IONQ INC COM

Stock

$210.1K

7,288

1.2%

AMZN AMAZON COM INC COM

Stock

$174.9K

840

1.0%

ANET ARISTA NETWORKS INC COM SHS

Stock

$174.3K

1,420

1.0%

ISRG INTUITIVE SURGICAL INC COM NEW

Stock

$172.4K

374

0.9%

INTC INTEL CORP COM

Stock

$172.1K

3,900

0.9%

META META PLATFORMS INC CL A

Stock

$151.6K

265

0.8%

QBTS D-WAVE QUANTUM INC COM

Stock

$150.0K

10,398

0.8%

DDOG DATADOG INC CL A COM

Stock

$149.3K

1,265

0.8%

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

ETF

$149.1K

5,985

0.8%

EME EMCOR GROUP INC COM

Stock

$146.2K

198

0.8%

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

ETF

$138.1K

5,924

0.8%

MSFT MICROSOFT CORP COM

Stock

$135.9K

367

0.7%

FCX FREEPORT MCMORAN INC CL B

Stock

$132.8K

2,260

0.7%

AXP AMERICAN EXPRESS CO COM

Stock

$131.0K

433

0.7%

BSX BOSTON SCIENTIFIC CORP COM

Stock

$130.1K

2,073

0.7%

SCHF SCHWAB INTERNATIONAL EQUITY ETF

ETF

$129.8K

5,243

0.7%

HWM HOWMET AEROSPACE INC COM

Stock

$127.0K

551

0.7%

NAC NUVEEN CA DIVI ADV MUN COM

CEF

$121.2K

10,400

0.7%

NFLX NETFLIX INC. COM

Stock

$118.1K

1,228

0.6%

VRT VERTIV HOLDINGS CO COM CL A

Stock

$115.8K

462

0.6%

MSTR STRATEGY INC CL A NEW

Stock

$113.1K

906

0.6%

GOOGL ALPHABET INC CAP STK CL A

Stock

$109.0K

379

0.6%

PWR QUANTA SVCS INC COM

Stock

$105.4K

192

0.6%

RGTI RIGETTI COMPUTING INC COMMON STOCK

Stock

$105.4K

7,505

0.6%

NTAP NETAPP INC COM

Stock

$104.8K

1,024

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

QQQ7.8%KOMP7.6%RPV7.1%BIV6.2%GLD5.1%IEMG5.0%