Strategic Family Wealth Counselors, L.L.C.
FAIRFIELD NJ · SEC CIK 0001729755
$4.30亿2026Q2 申报市值
178持仓数
32.5%前十大占比 · 第一大 4.3%
14 / 9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
SPYM 加仓+$139.63万
VTV 加仓+$117.29万
CGCB 加仓+$80.22万
VCRB 加仓+$79.87万
DBND 新建仓+$55.03万
2026Q2 卖出最多 按季末市值估算
LRCX 重新持有-$128.27万
FBTC 清仓-$98.95万
VPLS 减仓-$88.65万
VNLA 减仓-$67.93万
JPST 减仓-$67.45万
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 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -16,763 | -100.0% | -$98.95万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,567 | -100.0% | -$34.30万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -2,950 | -100.0% | -$25.31万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -945 | -100.0% | -$21.36万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$21.26万 | 清仓 |
| MLPX | GLOBAL X FDS | $0 | 0.00% | 0 | -2,750 | -100.0% | -$20.33万 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -10,516 | -100.0% | -$15.80万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -7,793 | -100.0% | -$10.04万 | 清仓 |
| S | SENTINELONE INC 看涨期权 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$9.02万 | 清仓 |
| — | ANAVEX LIFE SCIENCES CORP 看涨期权 | $1.55万 | 0.00% | 6,000 | -5,000 | -45.5% | -$1.29万 | 减仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.86万 | 0.00% | 13,875 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $2.08万 | 0.00% | 8,045 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $6.43万 | 0.01% | 12,263 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $20.43万 | 0.05% | 2,986 | 2,986 | — | $20.43万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $20.59万 | 0.05% | 1,809 | 1,809 | — | $20.59万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $20.67万 | 0.05% | 8,091 | 8,091 | — | $20.67万 | 新建仓 |
| LIN | LINDE PLC | $20.79万 | 0.05% | 401 | -823 | -67.2% | -$42.66万 | 重新持有 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $20.92万 | 0.05% | 2,105 | 2,105 | — | $20.92万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.10万 | 0.05% | 780 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $21.21万 | 0.05% | 1,310 | 0 | 0.0% | — | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $21.42万 | 0.05% | 628 | -463 | -42.4% | -$15.79万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $21.45万 | 0.05% | 843 | -325 | -27.8% | -$8.27万 | 重新持有 |
| SO | SOUTHERN CO | $21.50万 | 0.05% | 2,246 | 17 | 0.8% | $1,627 | 加仓 |
| IBB | ISHARES TR | $22.12万 | 0.05% | 1,163 | 1,163 | — | $22.12万 | 新建仓 |
| MUB | ISHARES TR | $22.26万 | 0.05% | 2,068 | -3,459 | -62.6% | -$37.22万 | 减仓 |
| MO | ALTRIA GROUP INC | $23.32万 | 0.05% | 3,241 | -32 | -1.0% | -$2,302 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.09万 | 0.06% | 342 | 0 | 0.0% | — | 不变 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $24.48万 | 0.06% | 2,684 | 2,684 | — | $24.48万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $24.86万 | 0.06% | 4,123 | 36 | 0.9% | $2,170 | 加仓 |
| CAT | CATERPILLAR INC | $24.92万 | 0.06% | 234 | 234 | — | $24.92万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $25.62万 | 0.06% | 3,402 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $25.92万 | 0.06% | 1,312 | 1 | 0.1% | $198 | 加仓 |
| NEE | NEXTERA ENERGY INC | $26.51万 | 0.06% | 3,020 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $26.75万 | 0.06% | 5,038 | -406 | -7.5% | -$2.16万 | 减仓 |
| HSY | HERSHEY CO | $26.85万 | 0.06% | 1,530 | -3 | -0.2% | -$526 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.02万 | 0.06% | 961 | -343 | -26.3% | -$9.65万 | 重新持有 |
| C | CITIGROUP INC | $27.10万 | 0.06% | 1,936 | -622 | -24.3% | -$8.71万 | 减仓 |
| WFC | WELLS FARGO & CO | $27.34万 | 0.06% | 3,309 | -4,796 | -59.2% | -$39.63万 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $27.61万 | 0.06% | 2,863 | 54 | 1.9% | $5,207 | 加仓 |
| UPST | UPSTART HLDGS INC | $28.32万 | 0.07% | 7,992 | -29 | -0.4% | -$1,027 | 减仓 |
| IJJ | ISHARES TR | $28.44万 | 0.07% | 1,925 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $28.74万 | 0.07% | 4,179 | 4,179 | — | $28.74万 | 新建仓 |
| GLD | SPDR GOLD TR | $29.07万 | 0.07% | 789 | 0 | 0.0% | — | 不变 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $29.53万 | 0.07% | 13,300 | 13,300 | — | $29.53万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.10万 | 0.07% | 576 | 1 | 0.2% | $523 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $30.48万 | 0.07% | 1,600 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $31.02万 | 0.07% | 1,499 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $31.95万 | 0.07% | 19,193 | 150 | 0.8% | $2,497 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $32.09万 | 0.07% | 958 | -50 | -5.0% | -$1.67万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $33.49万 | 0.08% | 652 | -4 | -0.6% | -$2,054 | 减仓 |
| FULT | FULTON FINL CORP PA | $33.66万 | 0.08% | 13,913 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $33.97万 | 0.08% | 21,394 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $34.05万 | 0.08% | 2,439 | 2,439 | — | $34.05万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.16万 | 0.08% | 2,928 | 268 | 10.1% | $3.13万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $34.44万 | 0.08% | 4,490 | 73 | 1.7% | $5,599 | 加仓 |
| — | EXXON MOBIL CORP | $34.44万 | 0.08% | 2,519 | -38 | -1.5% | -$5,195 | 减仓 |
| SYY | SYSCO CORP | $34.79万 | 0.08% | 4,162 | 86 | 2.1% | $7,188 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $35.55万 | 0.08% | 612 | -699 | -53.3% | -$40.61万 | 重新持有 |
| USB | US BANCORP | $35.88万 | 0.08% | 5,940 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $35.99万 | 0.08% | 2,756 | 1 | 0.0% | $131 | 加仓 |
| MRK | MERCK & CO INC | $36.06万 | 0.08% | 2,806 | -23 | -0.8% | -$2,956 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $37.10万 | 0.09% | 8,117 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $38.06万 | 0.09% | 594 | 0 | 0.0% | — | 重新持有 |
| LRCX | LAM RESEARCH CORP | $38.70万 | 0.09% | 893 | -2,960 | -76.8% | -$128.27万 | 重新持有 |
| SCHH | SCHWAB STRATEGIC TR | $38.98万 | 0.09% | 16,461 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $39.23万 | 0.09% | 4,102 | 30 | 0.7% | $2,869 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $39.29万 | 0.09% | 8,638 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $39.90万 | 0.09% | 6,081 | 6,081 | — | $39.90万 | 新建仓 |
| DVY | ISHARES TR | $40.20万 | 0.09% | 2,572 | 0 | 0.0% | — | 不变 |
| — | VANGUARD MALVERN FDS | $40.28万 | 0.09% | 7,853 | 7,853 | — | $40.28万 | 新建仓 |
| CSCO | CISCO SYS INC | $41.03万 | 0.10% | 3,493 | -700 | -16.7% | -$8.22万 | 减仓 |
| AMGN | AMGEN INC | $41.75万 | 0.10% | 1,153 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $42.75万 | 0.10% | 20,653 | 58 | 0.3% | $1,201 | 加仓 |
| BAC | BANK OF AMER CORP | $43.61万 | 0.10% | 7,653 | -491 | -6.0% | -$2.80万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $43.83万 | 0.10% | 4,781 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $44.29万 | 0.10% | 8,262 | 17 | 0.2% | $911 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $44.47万 | 0.10% | 23,938 | 2,333 | 10.8% | $4.33万 | 加仓 |
| IHDG | WISDOMTREE TR | $44.93万 | 0.10% | 8,578 | 8 | 0.1% | $419 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $45.34万 | 0.11% | 17,623 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $45.99万 | 0.11% | 10,862 | 129 | 1.2% | $5,462 | 加仓 |
| RONB | BARON ETF TR | $46.55万 | 0.11% | 19,076 | 19,076 | — | $46.55万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $48.01万 | 0.11% | 4,094 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $50.20万 | 0.12% | 1,484 | -180 | -10.8% | -$6.09万 | 减仓 |
| MOAT | VANECK ETF TRUST | $50.69万 | 0.12% | 4,876 | 76 | 1.6% | $7,901 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $51.21万 | 0.12% | 3,040 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $51.94万 | 0.12% | 433 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC | $52.51万 | 0.12% | 17,306 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $54.76万 | 0.13% | 5,467 | 1,025 | 23.1% | $10.27万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $55.03万 | 0.13% | 12,071 | 12,071 | — | $55.03万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $55.23万 | 0.13% | 1,853 | 247 | 15.4% | $7.36万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $58.61万 | 0.14% | 28,782 | 2,166 | 8.1% | $4.41万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $61.81万 | 0.14% | 17,756 | 430 | 2.5% | $1.50万 | 加仓 |
| AOA | ISHARES TR | $63.17万 | 0.15% | 6,472 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $66.45万 | 0.15% | 2,443 | -4 | -0.2% | -$1,088 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $66.55万 | 0.15% | 39,265 | 3,226 | 9.0% | $5.47万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $68.56万 | 0.16% | 594 | -9 | -1.5% | -$1.04万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $74.19万 | 0.17% | 3,013 | 1,452 | 93.0% | $35.75万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $76.35万 | 0.18% | 14,587 | 5,223 | 55.8% | $27.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.93万 | 0.18% | 833 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $78.15万 | 0.18% | 1,880 | -147 | -7.3% | -$6.11万 | 减仓 |