Strategic Family Wealth Counselors, L.L.C.
FAIRFIELD NJ · SEC CIK 0001729755
$3.81亿2026Q1 申报市值
163持仓数
32.5%前十大占比 · 第一大 4.0%
5 / 55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
VCRB 加仓+$146.21万
CGCB 加仓+$110.96万
FBTC 新建仓+$98.95万
SPYM 新建仓+$41.98万
CGDV 加仓+$35.88万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$386.61万
AAPL 减仓-$294.52万
MSFT 减仓-$266.94万
GOOG 减仓-$185.54万
AMZN 减仓-$156.36万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $32.12万 | 0.08% | 1,561 | -194 | -11.1% | -$3.99万 | 减仓 |
| CSCO | CISCO SYS INC | $32.53万 | 0.09% | 4,193 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $32.78万 | 0.09% | 656 | -945 | -59.0% | -$47.22万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $33.35万 | 0.09% | 5,444 | 4 | 0.1% | $245 | 加仓 |
| TGT | TARGET CORP | $33.40万 | 0.09% | 2,755 | -2,182 | -44.2% | -$26.45万 | 减仓 |
| GLD | SPDR GOLD TR | $33.95万 | 0.09% | 789 | 11 | 1.4% | $4,733 | 加仓 |
| MRK | MERCK & CO INC | $34.03万 | 0.09% | 2,829 | -79 | -2.7% | -$9,504 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $34.09万 | 0.09% | 4,417 | 160 | 3.8% | $1.23万 | 加仓 |
| NFLX | NETFLIX INC. | $34.30万 | 0.09% | 3,567 | 113 | 3.3% | $1.09万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $35.01万 | 0.09% | 8,117 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $35.37万 | 0.09% | 16,461 | -2,853 | -14.8% | -$6.13万 | 减仓 |
| DGRW | WISDOMTREE TR | $35.76万 | 0.09% | 4,072 | 1 | 0.0% | $88 | 加仓 |
| WRBY | WARBY PARKER INC | $36.46万 | 0.10% | 17,306 | -143 | -0.8% | -$3,013 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $38.28万 | 0.10% | 3,040 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.91万 | 0.10% | 2,660 | -182 | -6.4% | -$2.66万 | 减仓 |
| DVY | ISHARES TR | $38.95万 | 0.10% | 2,572 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $39.41万 | 0.10% | 8,638 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $39.70万 | 0.10% | 8,144 | -8,830 | -52.0% | -$43.05万 | 减仓 |
| LLY | ELI LILLY & CO | $39.83万 | 0.10% | 433 | -1,246 | -74.2% | -$114.60万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $40.32万 | 0.11% | 21,605 | 155 | 0.7% | $2,892 | 加仓 |
| AMGN | AMGEN INC | $40.57万 | 0.11% | 1,153 | 2 | 0.2% | $704 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $40.70万 | 0.11% | 8,245 | 26 | 0.3% | $1,284 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $40.75万 | 0.11% | 4,781 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $41.26万 | 0.11% | 8,570 | -525 | -5.8% | -$2.53万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $41.98万 | 0.11% | 5,485 | 5,485 | — | $41.98万 | 新建仓 |
| — | EXXON MOBIL CORP | $43.38万 | 0.11% | 2,557 | -1,459 | -36.3% | -$24.75万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $44.50万 | 0.12% | 4,442 | 854 | 23.8% | $8.56万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $44.62万 | 0.12% | 4,094 | 94 | 2.4% | $1.02万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $45.45万 | 0.12% | 17,623 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $46.42万 | 0.12% | 4,800 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $48.63万 | 0.13% | 9,364 | 2,049 | 28.0% | $10.64万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $50.33万 | 0.13% | 1,664 | -1,776 | -51.6% | -$53.72万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $52.84万 | 0.14% | 17,326 | 290 | 1.7% | $8,845 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.88万 | 0.14% | 10,733 | -1,594 | -12.9% | -$8.00万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $54.36万 | 0.14% | 26,616 | 206 | 0.8% | $4,207 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.86万 | 0.14% | 2,027 | -1,051 | -34.1% | -$28.44万 | 减仓 |
| AOA | ISHARES TR | $57.27万 | 0.15% | 6,472 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $58.67万 | 0.15% | 5,527 | 1 | 0.0% | $106 | 加仓 |
| UNP | UNION PAC CORP | $59.37万 | 0.16% | 2,447 | -123 | -4.8% | -$2.98万 | 减仓 |
| T | AT&T INC | $59.70万 | 0.16% | 20,595 | -14,981 | -42.1% | -$43.43万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $66.12万 | 0.17% | 5,985 | 449 | 8.1% | $4.96万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $69.02万 | 0.18% | 36,039 | 340 | 1.0% | $6,511 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $73.24万 | 0.19% | 14,968 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $73.82万 | 0.19% | 3,394 | -2,208 | -39.4% | -$48.02万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $78.88万 | 0.21% | 11,570 | 144 | 1.3% | $9,817 | 加仓 |
| IWD | ISHARES TR | $79.04万 | 0.21% | 3,699 | 956 | 34.9% | $20.43万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $79.15万 | 0.21% | 11,593 | -27 | -0.2% | -$1,843 | 减仓 |
| IVW | ISHARES TR | $80.26万 | 0.21% | 7,096 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.87万 | 0.21% | 2,393 | 3 | 0.1% | $1,014 | 加仓 |
| IVV | ISHARES TR | $81.68万 | 0.21% | 1,250 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $82.92万 | 0.22% | 8,604 | -3,042 | -26.1% | -$29.32万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.01万 | 0.22% | 833 | -464 | -35.8% | -$46.24万 | 减仓 |
| IJT | ISHARES TR | $83.66万 | 0.22% | 5,781 | 277 | 5.0% | $4.01万 | 加仓 |
| TWLO | TWILIO INC | $90.23万 | 0.24% | 7,171 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $92.03万 | 0.24% | 3,765 | -3,103 | -45.2% | -$75.85万 | 减仓 |
| AVGO | BROADCOM INC | $93.22万 | 0.24% | 3,012 | -4,611 | -60.5% | -$142.70万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $95.04万 | 0.25% | 16,768 | 13 | 0.1% | $737 | 加仓 |
| RS | RELIANCE INC | $97.64万 | 0.26% | 3,213 | -217 | -6.3% | -$6.59万 | 减仓 |
| IWV | ISHARES TR | $97.86万 | 0.26% | 2,640 | -34 | -1.3% | -$1.26万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $98.95万 | 0.26% | 16,763 | 16,763 | — | $98.95万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $103.94万 | 0.27% | 3,439 | -155 | -4.3% | -$4.68万 | 减仓 |
| — | TIDAL TRUST I | $104.96万 | 0.28% | 58,638 | 308 | 0.5% | $5,513 | 加仓 |
| GOOGL | ALPHABET INC | $107.93万 | 0.28% | 3,753 | -4,549 | -54.8% | -$130.82万 | 减仓 |
| TSLA | TESLA INC | $111.06万 | 0.29% | 2,987 | -1,443 | -32.6% | -$53.65万 | 减仓 |
| IVE | ISHARES TR | $111.36万 | 0.29% | 5,274 | 30 | 0.6% | $6,335 | 加仓 |
| IWS | ISHARES TR | $116.58万 | 0.31% | 7,999 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $122.89万 | 0.32% | 4,284 | -6,468 | -60.2% | -$185.54万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $125.67万 | 0.33% | 56,252 | 2,296 | 4.3% | $5.13万 | 加仓 |
| META | META PLATFORMS INC | $125.99万 | 0.33% | 2,202 | -1,920 | -46.6% | -$109.86万 | 减仓 |
| DON | WISDOMTREE TR | $130.05万 | 0.34% | 24,752 | 1,544 | 6.7% | $8.11万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $141.23万 | 0.37% | 35,549 | 3,410 | 10.6% | $13.55万 | 加仓 |
| SHM | SPDR SERIES TRUST | $142.02万 | 0.37% | 29,693 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $148.47万 | 0.39% | 31,766 | 264 | 0.8% | $1.23万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $149.08万 | 0.39% | 5,068 | -3,622 | -41.7% | -$106.54万 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $151.50万 | 0.40% | 80,328 | -3,602 | -4.3% | -$6.79万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $155.07万 | 0.41% | 34,764 | 712 | 2.1% | $3.18万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $156.76万 | 0.41% | 79,879 | 5,312 | 7.1% | $10.42万 | 加仓 |
| IWR | ISHARES TR | $164.03万 | 0.43% | 16,870 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $180.70万 | 0.47% | 23,045 | -827 | -3.5% | -$6.48万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $187.34万 | 0.49% | 56,140 | 6,744 | 13.7% | $22.50万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $191.45万 | 0.50% | 77,353 | -201 | -0.3% | -$4,975 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $195.99万 | 0.51% | 49,895 | 204 | 0.4% | $8,013 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $208.61万 | 0.55% | 16,672 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $211.34万 | 0.56% | 22,788 | -263 | -1.1% | -$2.44万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $215.28万 | 0.57% | 27,746 | -983 | -3.4% | -$7.63万 | 减仓 |
| ACWI | ISHARES TR | $222.82万 | 0.59% | 16,103 | 78 | 0.5% | $1.08万 | 加仓 |
| V | VISA INC | $240.13万 | 0.63% | 7,945 | -566 | -6.7% | -$17.11万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $247.17万 | 0.65% | 58,102 | 8,435 | 17.0% | $35.88万 | 加仓 |
| AMZN | AMAZON COM INC | $258.62万 | 0.68% | 12,418 | -7,508 | -37.7% | -$156.36万 | 减仓 |
| VGT | VANGUARD WORLD FD | $286.39万 | 0.75% | 4,105 | -176 | -4.1% | -$12.28万 | 减仓 |
| VB | VANGUARD INDEX FDS | $292.21万 | 0.77% | 11,157 | 92 | 0.8% | $2.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $298.50万 | 0.78% | 21,580 | 1,562 | 7.8% | $21.61万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $308.29万 | 0.81% | 157,854 | 5,927 | 3.9% | $11.58万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $323.05万 | 0.85% | 66,117 | 1,291 | 2.0% | $6.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $333.06万 | 0.87% | 11,597 | 80 | 0.7% | $2.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $382.21万 | 1.00% | 10,325 | -7,211 | -41.1% | -$266.94万 | 减仓 |
| QQQ | INVESCO QQQ TR | $409.10万 | 1.07% | 7,088 | 495 | 7.5% | $28.57万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $416.59万 | 1.09% | 9,538 | 26 | 0.3% | $1.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $419.65万 | 1.10% | 7,023 | 306 | 4.6% | $18.28万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $428.82万 | 1.13% | 84,730 | 2,264 | 2.7% | $11.46万 | 加仓 |