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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,535.52万 | 4.03% | 527,127 | -4,686 | -0.9% | -$13.65万 | 减仓 |
| RBLX | ROBLOX CORP | $1,478.78万 | 3.88% | 261,453 | -121 | -0.0% | -$6,844 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,402.95万 | 3.68% | 457,285 | -3,217 | -0.7% | -$9.87万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,254.23万 | 3.29% | 84,688 | 906 | 1.1% | $13.42万 | 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 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,144.53万 | 3.01% | 284,779 | 4,289 | 1.5% | $17.24万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,097.53万 | 2.88% | 428,054 | -8,624 | -2.0% | -$22.11万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,089.16万 | 2.86% | 374,539 | -13,759 | -3.5% | -$40.01万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,077.64万 | 2.83% | 348,073 | -11,837 | -3.3% | -$36.65万 | 减仓 |
| DLN | WISDOMTREE TR | $1,069.59万 | 2.81% | 119,735 | 452 | 0.4% | $4.04万 | 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 |
| VCRB | VANGUARD MALVERN FDS | $986.64万 | 2.59% | 127,505 | 18,895 | 17.4% | $146.21万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $896.12万 | 2.35% | 124,582 | -3,416 | -2.7% | -$24.57万 | 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 |
| SDY | SPDR SERIES TRUST | $891.88万 | 2.34% | 61,113 | -541 | -0.9% | -$7.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $860.27万 | 2.26% | 43,847 | 1,180 | 2.8% | $23.15万 | 加仓 |
| AAPL | APPLE INC | $817.47万 | 2.15% | 32,211 | -11,605 | -26.5% | -$294.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $788.53万 | 2.07% | 45,214 | -22,168 | -32.9% | -$386.61万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $682.67万 | 1.79% | 145,156 | -2,848 | -1.9% | -$13.39万 | 减仓 |
| IWF | ISHARES TR | $652.34万 | 1.71% | 15,299 | 285 | 1.9% | $12.15万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $622.21万 | 1.63% | 247,893 | 1,764 | 0.7% | $4.43万 | 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 |
| AOR | ISHARES TR | $608.02万 | 1.60% | 94,486 | 1,558 | 1.7% | $10.03万 | 加仓 |
| ARKK | ARK ETF TR | $601.23万 | 1.58% | 88,952 | -8,366 | -8.6% | -$56.55万 | 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 |
| HDV | ISHARES TR | $506.16万 | 1.33% | 37,295 | -338 | -0.9% | -$4.59万 | 减仓 |
| PFE | PFIZER INC | $493.30万 | 1.30% | 175,678 | -6,576 | -3.6% | -$18.47万 | 减仓 |
| COWZ | PACER FDS TR | $484.03万 | 1.27% | 77,370 | -1,182 | -1.5% | -$7.39万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $428.82万 | 1.13% | 84,730 | 2,264 | 2.7% | $11.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $419.65万 | 1.10% | 7,023 | 306 | 4.6% | $18.28万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $416.59万 | 1.09% | 9,538 | 26 | 0.3% | $1.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $409.10万 | 1.07% | 7,088 | 495 | 7.5% | $28.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $382.21万 | 1.00% | 10,325 | -7,211 | -41.1% | -$266.94万 | 减仓 |
| VO | VANGUARD INDEX FDS | $333.06万 | 0.87% | 11,597 | 80 | 0.7% | $2.30万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $323.05万 | 0.85% | 66,117 | 1,291 | 2.0% | $6.31万 | 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 |
| VT | VANGUARD INTL EQUITY INDEX F | $298.50万 | 0.78% | 21,580 | 1,562 | 7.8% | $21.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $292.21万 | 0.77% | 11,157 | 92 | 0.8% | $2.41万 | 加仓 |
| VGT | VANGUARD WORLD FD | $286.39万 | 0.75% | 4,105 | -176 | -4.1% | -$12.28万 | 减仓 |
| AMZN | AMAZON COM INC | $258.62万 | 0.68% | 12,418 | -7,508 | -37.7% | -$156.36万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $247.17万 | 0.65% | 58,102 | 8,435 | 17.0% | $35.88万 | 加仓 |
| V | VISA INC | $240.13万 | 0.63% | 7,945 | -566 | -6.7% | -$17.11万 | 减仓 |
| ACWI | ISHARES TR | $222.82万 | 0.59% | 16,103 | 78 | 0.5% | $1.08万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $215.28万 | 0.57% | 27,746 | -983 | -3.4% | -$7.63万 | 减仓 |
| USMV | ISHARES TR | $211.34万 | 0.56% | 22,788 | -263 | -1.1% | -$2.44万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $208.61万 | 0.55% | 16,672 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $195.99万 | 0.51% | 49,895 | 204 | 0.4% | $8,013 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $191.45万 | 0.50% | 77,353 | -201 | -0.3% | -$4,975 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $187.34万 | 0.49% | 56,140 | 6,744 | 13.7% | $22.50万 | 加仓 |
| SCZ | ISHARES TR | $180.70万 | 0.47% | 23,045 | -827 | -3.5% | -$6.48万 | 减仓 |
| IWR | ISHARES TR | $164.03万 | 0.43% | 16,870 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $156.76万 | 0.41% | 79,879 | 5,312 | 7.1% | $10.42万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $155.07万 | 0.41% | 34,764 | 712 | 2.1% | $3.18万 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $151.50万 | 0.40% | 80,328 | -3,602 | -4.3% | -$6.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $149.08万 | 0.39% | 5,068 | -3,622 | -41.7% | -$106.54万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $148.47万 | 0.39% | 31,766 | 264 | 0.8% | $1.23万 | 加仓 |
| SHM | SPDR SERIES TRUST | $142.02万 | 0.37% | 29,693 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $141.23万 | 0.37% | 35,549 | 3,410 | 10.6% | $13.55万 | 加仓 |
| DON | WISDOMTREE TR | $130.05万 | 0.34% | 24,752 | 1,544 | 6.7% | $8.11万 | 加仓 |
| META | META PLATFORMS INC | $125.99万 | 0.33% | 2,202 | -1,920 | -46.6% | -$109.86万 | 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 |
| GOOG | ALPHABET INC | $122.89万 | 0.32% | 4,284 | -6,468 | -60.2% | -$185.54万 | 减仓 |
| IWS | ISHARES TR | $116.58万 | 0.31% | 7,999 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $111.36万 | 0.29% | 5,274 | 30 | 0.6% | $6,335 | 加仓 |
| TSLA | TESLA INC | $111.06万 | 0.29% | 2,987 | -1,443 | -32.6% | -$53.65万 | 减仓 |
| GOOGL | ALPHABET INC | $107.93万 | 0.28% | 3,753 | -4,549 | -54.8% | -$130.82万 | 减仓 |
| — | TIDAL TRUST I | $104.96万 | 0.28% | 58,638 | 308 | 0.5% | $5,513 | 加仓 |
| VBK | VANGUARD INDEX FDS | $103.94万 | 0.27% | 3,439 | -155 | -4.3% | -$4.68万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $98.95万 | 0.26% | 16,763 | 16,763 | — | $98.95万 | 新建仓 |
| IWV | ISHARES TR | $97.86万 | 0.26% | 2,640 | -34 | -1.3% | -$1.26万 | 减仓 |
| RS | RELIANCE INC | $97.64万 | 0.26% | 3,213 | -217 | -6.3% | -$6.59万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $95.04万 | 0.25% | 16,768 | 13 | 0.1% | $737 | 加仓 |
| AVGO | BROADCOM INC | $93.22万 | 0.24% | 3,012 | -4,611 | -60.5% | -$142.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $92.03万 | 0.24% | 3,765 | -3,103 | -45.2% | -$75.85万 | 减仓 |
| TWLO | TWILIO INC | $90.23万 | 0.24% | 7,171 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $83.66万 | 0.22% | 5,781 | 277 | 5.0% | $4.01万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.01万 | 0.22% | 833 | -464 | -35.8% | -$46.24万 | 减仓 |
| DIS | DISNEY WALT CO | $82.92万 | 0.22% | 8,604 | -3,042 | -26.1% | -$29.32万 | 减仓 |
| IVV | ISHARES TR | $81.68万 | 0.21% | 1,250 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $80.87万 | 0.21% | 2,393 | 3 | 0.1% | $1,014 | 加仓 |
| IVW | ISHARES TR | $80.26万 | 0.21% | 7,096 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $79.15万 | 0.21% | 11,593 | -27 | -0.2% | -$1,843 | 减仓 |
| IWD | ISHARES TR | $79.04万 | 0.21% | 3,699 | 956 | 34.9% | $20.43万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $78.88万 | 0.21% | 11,570 | 144 | 1.3% | $9,817 | 加仓 |
| ABBV | ABBVIE INC | $73.82万 | 0.19% | 3,394 | -2,208 | -39.4% | -$48.02万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $73.24万 | 0.19% | 14,968 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $69.02万 | 0.18% | 36,039 | 340 | 1.0% | $6,511 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $66.12万 | 0.17% | 5,985 | 449 | 8.1% | $4.96万 | 加仓 |
| T | AT&T INC | $59.70万 | 0.16% | 20,595 | -14,981 | -42.1% | -$43.43万 | 减仓 |
| UNP | UNION PAC CORP | $59.37万 | 0.16% | 2,447 | -123 | -4.8% | -$2.98万 | 减仓 |
| MUB | ISHARES TR | $58.67万 | 0.15% | 5,527 | 1 | 0.0% | $106 | 加仓 |
| AOA | ISHARES TR | $57.27万 | 0.15% | 6,472 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $54.86万 | 0.14% | 2,027 | -1,051 | -34.1% | -$28.44万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $54.36万 | 0.14% | 26,616 | 206 | 0.8% | $4,207 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.88万 | 0.14% | 10,733 | -1,594 | -12.9% | -$8.00万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $52.84万 | 0.14% | 17,326 | 290 | 1.7% | $8,845 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $50.33万 | 0.13% | 1,664 | -1,776 | -51.6% | -$53.72万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $48.63万 | 0.13% | 9,364 | 2,049 | 28.0% | $10.64万 | 加仓 |
| MOAT | VANECK ETF TRUST | $46.42万 | 0.12% | 4,800 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $45.45万 | 0.12% | 17,623 | 0 | 0.0% | — | 不变 |