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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $44.62万 | 0.12% | 4,094 | 94 | 2.4% | $1.02万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $44.50万 | 0.12% | 4,442 | 854 | 23.8% | $8.56万 | 加仓 |
| — | EXXON MOBIL CORP | $43.38万 | 0.11% | 2,557 | -1,459 | -36.3% | -$24.75万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $41.98万 | 0.11% | 5,485 | 5,485 | — | $41.98万 | 新建仓 |
| IHDG | WISDOMTREE TR | $41.26万 | 0.11% | 8,570 | -525 | -5.8% | -$2.53万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $40.75万 | 0.11% | 4,781 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $40.70万 | 0.11% | 8,245 | 26 | 0.3% | $1,284 | 加仓 |
| AMGN | AMGEN INC | $40.57万 | 0.11% | 1,153 | 2 | 0.2% | $704 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $40.32万 | 0.11% | 21,605 | 155 | 0.7% | $2,892 | 加仓 |
| LLY | ELI LILLY & CO | $39.83万 | 0.10% | 433 | -1,246 | -74.2% | -$114.60万 | 减仓 |
| BAC | BANK AMERICA CORP | $39.70万 | 0.10% | 8,144 | -8,830 | -52.0% | -$43.05万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $39.41万 | 0.10% | 8,638 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $38.95万 | 0.10% | 2,572 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.91万 | 0.10% | 2,660 | -182 | -6.4% | -$2.66万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $38.28万 | 0.10% | 3,040 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC | $36.46万 | 0.10% | 17,306 | -143 | -0.8% | -$3,013 | 减仓 |
| DGRW | WISDOMTREE TR | $35.76万 | 0.09% | 4,072 | 1 | 0.0% | $88 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $35.37万 | 0.09% | 16,461 | -2,853 | -14.8% | -$6.13万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $35.01万 | 0.09% | 8,117 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $34.30万 | 0.09% | 3,567 | 113 | 3.3% | $1.09万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $34.09万 | 0.09% | 4,417 | 160 | 3.8% | $1.23万 | 加仓 |
| MRK | MERCK & CO INC | $34.03万 | 0.09% | 2,829 | -79 | -2.7% | -$9,504 | 减仓 |
| GLD | SPDR GOLD TR | $33.95万 | 0.09% | 789 | 11 | 1.4% | $4,733 | 加仓 |
| TGT | TARGET CORP | $33.40万 | 0.09% | 2,755 | -2,182 | -44.2% | -$26.45万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $33.35万 | 0.09% | 5,444 | 4 | 0.1% | $245 | 加仓 |
| MA | MASTERCARD INCORPORATED | $32.78万 | 0.09% | 656 | -945 | -59.0% | -$47.22万 | 减仓 |
| CSCO | CISCO SYS INC | $32.53万 | 0.09% | 4,193 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $32.12万 | 0.08% | 1,561 | -194 | -11.1% | -$3.99万 | 减仓 |
| HSY | HERSHEY CO | $31.88万 | 0.08% | 1,533 | -43 | -2.7% | -$8,941 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $31.84万 | 0.08% | 19,043 | 104 | 0.5% | $1,739 | 加仓 |
| TXN | TEXAS INSTRS INC | $31.18万 | 0.08% | 1,606 | -751 | -31.9% | -$14.58万 | 减仓 |
| USB | US BANCORP | $30.89万 | 0.08% | 5,940 | -3,354 | -36.1% | -$17.44万 | 减仓 |
| SYY | SYSCO CORP | $29.07万 | 0.08% | 4,076 | -25 | -0.6% | -$1,783 | 减仓 |
| C | CITIGROUP INC | $29.01万 | 0.08% | 2,558 | -2,024 | -44.2% | -$22.96万 | 减仓 |
| VTRS | VIATRIS INC | $28.90万 | 0.08% | 21,394 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $28.30万 | 0.07% | 13,913 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.05万 | 0.07% | 3,020 | -1,743 | -36.6% | -$16.19万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.66万 | 0.07% | 575 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $25.51万 | 0.07% | 1,925 | -10 | -0.5% | -$1,325 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $25.31万 | 0.07% | 2,950 | 2,950 | — | $25.31万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $25.27万 | 0.07% | 1,008 | -523 | -34.2% | -$13.11万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $24.92万 | 0.07% | 2,809 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $24.25万 | 0.06% | 1,499 | -1 | -0.1% | -$162 | 减仓 |
| VOE | VANGUARD INDEX FDS | $24.16万 | 0.06% | 1,311 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $23.44万 | 0.06% | 3,402 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $22.58万 | 0.06% | 4,087 | 32 | 0.8% | $1,768 | 加仓 |
| MO | ALTRIA GROUP INC | $21.60万 | 0.06% | 3,273 | 3,273 | — | $21.60万 | 新建仓 |
| SO | SOUTHERN CO | $21.51万 | 0.06% | 2,229 | 33 | 1.5% | $3,185 | 重新持有 |
| — | HONEYWELL INTL INC | $21.36万 | 0.06% | 945 | -116 | -10.9% | -$2.62万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $21.26万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.26万 | 0.06% | 1,710 | -4,575 | -72.8% | -$56.87万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.08万 | 0.06% | 342 | 1 | 0.3% | $616 | 加仓 |
| UPST | UPSTART HLDGS INC | $20.57万 | 0.05% | 8,021 | 29 | 0.4% | $744 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.37万 | 0.05% | 603 | -2,239 | -78.8% | -$75.64万 | 减仓 |
| MLPX | GLOBAL X FDS | $20.33万 | 0.05% | 2,750 | 2,750 | — | $20.33万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.30万 | 0.05% | 780 | -4 | -0.5% | -$1,041 | 重新持有 |
| VOD | VODAFONE GROUP PLC | $15.80万 | 0.04% | 10,516 | -283 | -2.6% | -$4,251 | 减仓 |
| S | SENTINELONE INC | $10.04万 | 0.03% | 7,793 | -3,100 | -28.5% | -$3.99万 | 重新持有 |
| S | SENTINELONE INC 看涨期权 | $9.02万 | 0.02% | 7,000 | 5,000 | 250.0% | $6.44万 | 重新持有 |
| — | ANAVEX LIFE SCIENCES CORP 看涨期权 | $3.38万 | 0.01% | 11,000 | 4,000 | 57.1% | $1.23万 | 重新持有 |
| — | ANAVEX LIFE SCIENCES CORP | $2.47万 | 0.01% | 8,045 | 500 | 6.6% | $1,535 | 重新持有 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2.16万 | 0.01% | 12,263 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $1.65万 | 0.00% | 13,875 | 1,200 | 9.5% | $1,428 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -1,058 | -100.0% | -$86.95万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -2,467 | -100.0% | -$83.28万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,907 | -100.0% | -$70.29万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -136 | -100.0% | -$68.37万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -6,548 | -100.0% | -$64.56万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -2,083 | -100.0% | -$56.16万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -2,677 | -100.0% | -$54.59万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -6,922 | -100.0% | -$53.86万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -3,920 | -100.0% | -$53.70万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -2,586 | -100.0% | -$51.91万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -2,773 | -100.0% | -$50.50万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -935 | -100.0% | -$49.46万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,492 | -100.0% | -$44.91万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -987 | -100.0% | -$43.63万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -851 | -100.0% | -$43.27万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -2,775 | -100.0% | -$42.25万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -2,814 | -100.0% | -$41.26万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -3,281 | -100.0% | -$41.00万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -14,200 | -100.0% | -$39.99万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,113 | -100.0% | -$39.04万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -2,055 | -100.0% | -$37.96万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -551 | -100.0% | -$37.74万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,888 | -100.0% | -$37.14万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,232 | -100.0% | -$36.71万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -1,018 | -100.0% | -$36.61万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,359 | -100.0% | -$36.35万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,174 | -100.0% | -$35.55万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,542 | -100.0% | -$33.93万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,132 | -100.0% | -$32.87万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -631 | -100.0% | -$31.08万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -8,476 | -100.0% | -$31.08万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |