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 |
|---|---|---|---|---|---|---|---|---|
| COWZ | PACER FDS TR | $484.03万 | 1.27% | 77,370 | -1,182 | -1.5% | -$7.39万 | 减仓 |
| PFE | PFIZER INC | $493.30万 | 1.30% | 175,678 | -6,576 | -3.6% | -$18.47万 | 减仓 |
| HDV | ISHARES TR | $506.16万 | 1.33% | 37,295 | -338 | -0.9% | -$4.59万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $548.72万 | 1.44% | 201,513 | 4,312 | 2.2% | $11.74万 | 加仓 |
| ARKK | ARK ETF TR | $601.23万 | 1.58% | 88,952 | -8,366 | -8.6% | -$56.55万 | 减仓 |
| AOR | ISHARES TR | $608.02万 | 1.60% | 94,486 | 1,558 | 1.7% | $10.03万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $618.92万 | 1.63% | 84,621 | -1,350 | -1.6% | -$9.87万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $622.21万 | 1.63% | 247,893 | 1,764 | 0.7% | $4.43万 | 加仓 |
| IWF | ISHARES TR | $652.34万 | 1.71% | 15,299 | 285 | 1.9% | $12.15万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $682.67万 | 1.79% | 145,156 | -2,848 | -1.9% | -$13.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $788.53万 | 2.07% | 45,214 | -22,168 | -32.9% | -$386.61万 | 减仓 |
| AAPL | APPLE INC | $817.47万 | 2.15% | 32,211 | -11,605 | -26.5% | -$294.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $860.27万 | 2.26% | 43,847 | 1,180 | 2.8% | $23.15万 | 加仓 |
| SDY | SPDR SERIES TRUST | $891.88万 | 2.34% | 61,113 | -541 | -0.9% | -$7.90万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $892.55万 | 2.34% | 339,891 | 42,255 | 14.2% | $110.96万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $896.12万 | 2.35% | 124,582 | -3,416 | -2.7% | -$24.57万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $986.64万 | 2.59% | 127,505 | 18,895 | 17.4% | $146.21万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,005.94万 | 2.64% | 52,415 | -1,385 | -2.6% | -$26.58万 | 减仓 |
| DLN | WISDOMTREE TR | $1,069.59万 | 2.81% | 119,735 | 452 | 0.4% | $4.04万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,077.64万 | 2.83% | 348,073 | -11,837 | -3.3% | -$36.65万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,089.16万 | 2.86% | 374,539 | -13,759 | -3.5% | -$40.01万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,097.53万 | 2.88% | 428,054 | -8,624 | -2.0% | -$22.11万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,144.53万 | 3.01% | 284,779 | 4,289 | 1.5% | $17.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,221.51万 | 3.21% | 18,783 | -24 | -0.1% | -$1.56万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,254.23万 | 3.29% | 84,688 | 906 | 1.1% | $13.42万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,402.95万 | 3.68% | 457,285 | -3,217 | -0.7% | -$9.87万 | 减仓 |
| RBLX | ROBLOX CORP | $1,478.78万 | 3.88% | 261,453 | -121 | -0.0% | -$6,844 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,535.52万 | 4.03% | 527,127 | -4,686 | -0.9% | -$13.65万 | 减仓 |