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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,829.51万 | 4.26% | 540,636 | 13,509 | 2.6% | $45.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,473.96万 | 3.43% | 464,827 | 7,542 | 1.6% | $23.92万 | 加仓 |
| RBLX | ROBLOX CORP | $1,421.81万 | 3.31% | 261,458 | 5 | 0.0% | $272 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,402.60万 | 3.26% | 18,782 | -1 | -0.0% | -$747 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,387.26万 | 3.23% | 293,910 | 9,131 | 3.2% | $43.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,360.09万 | 3.16% | 86,065 | 1,377 | 1.6% | $21.76万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,357.88万 | 3.16% | 375,833 | 1,294 | 0.3% | $4.68万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,279.51万 | 2.98% | 347,032 | -1,041 | -0.3% | -$3.84万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,263.65万 | 2.94% | 429,373 | 1,319 | 0.3% | $3.88万 | 加仓 |
| DLN | WISDOMTREE TR | $1,184.83万 | 2.76% | 123,010 | 3,275 | 2.7% | $31.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,135.14万 | 2.64% | 53,351 | 936 | 1.8% | $19.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,072.85万 | 2.50% | 49,229 | 5,382 | 12.3% | $117.29万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,064.63万 | 2.48% | 137,847 | 10,342 | 8.1% | $79.87万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $970.05万 | 2.26% | 370,532 | 30,641 | 9.0% | $80.22万 | 加仓 |
| SDY | SPDR SERIES TRUST | $936.85万 | 2.18% | 61,562 | 449 | 0.7% | $6.83万 | 加仓 |
| AAPL | APPLE INC | $934.22万 | 2.17% | 32,286 | 75 | 0.2% | $2.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $904.09万 | 2.10% | 45,184 | -30 | -0.1% | -$6,003 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $899.16万 | 2.09% | 124,606 | 24 | 0.0% | $1,732 | 加仓 |
| ARKK | ARK ETF TR | $772.68万 | 1.80% | 95,605 | 6,653 | 7.5% | $53.77万 | 加仓 |
| IWF | ISHARES TR | $762.87万 | 1.77% | 61,438 | 242 | 0.4% | $3.00万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $702.51万 | 1.63% | 242,581 | -5,312 | -2.1% | -$15.38万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $701.62万 | 1.63% | 145,624 | 468 | 0.3% | $2.25万 | 加仓 |
| AOR | ISHARES TR | $671.86万 | 1.56% | 96,670 | 2,184 | 2.3% | $15.18万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $633.75万 | 1.47% | 84,613 | -8 | -0.0% | -$599 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $556.77万 | 1.29% | 203,720 | 2,207 | 1.1% | $6.03万 | 加仓 |
| QQQ | INVESCO QQQ TR | $553.32万 | 1.29% | 7,514 | 426 | 6.0% | $31.37万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $529.59万 | 1.23% | 7,711 | 688 | 9.8% | $47.25万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $518.99万 | 1.21% | 60,250 | 3,022 | 5.3% | $26.03万 | 加仓 |
| HDV | ISHARES TR | $514.28万 | 1.20% | 187,624 | 1,149 | 0.6% | $3.15万 | 加仓 |
| COWZ | PACER FDS TR | $485.18万 | 1.13% | 78,004 | 634 | 0.8% | $3.94万 | 加仓 |
| PFE | PFIZER INC | $422.89万 | 0.98% | 175,617 | -61 | -0.0% | -$1,469 | 减仓 |
| VGT | VANGUARD WORLD FD | $416.76万 | 0.97% | 34,869 | 2,029 | 6.2% | $24.25万 | 加仓 |
| VO | VANGUARD INDEX FDS | $397.56万 | 0.92% | 49,344 | 2,956 | 6.4% | $23.82万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $392.87万 | 0.91% | 25,031 | 3,451 | 16.0% | $54.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $382.73万 | 0.89% | 10,260 | -65 | -0.6% | -$2.42万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $361.03万 | 0.84% | 71,392 | -13,338 | -15.7% | -$67.45万 | 减仓 |
| VB | VANGUARD INDEX FDS | $356.87万 | 0.83% | 11,773 | 616 | 5.5% | $18.67万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $314.51万 | 0.73% | 63,822 | 5,720 | 9.8% | $28.19万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $310.36万 | 0.72% | 158,956 | 1,102 | 0.7% | $2.15万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $288.19万 | 0.67% | 68,082 | 11,942 | 21.3% | $50.55万 | 加仓 |
| AMZN | AMAZON COM INC | $272.84万 | 0.63% | 11,448 | -970 | -7.8% | -$23.12万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $255.15万 | 0.59% | 52,215 | -13,902 | -21.0% | -$67.93万 | 减仓 |
| ACWI | ISHARES TR | $254.53万 | 0.59% | 16,215 | 112 | 0.7% | $1.76万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $236.11万 | 0.55% | 16,641 | -31 | -0.2% | -$4,398 | 减仓 |
| USMV | ISHARES TR | $227.23万 | 0.53% | 23,557 | 769 | 3.4% | $7.42万 | 加仓 |
| V | VISA INC | $220.54万 | 0.51% | 6,428 | -1,517 | -19.1% | -$52.05万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $214.39万 | 0.50% | 77,398 | 45 | 0.1% | $1,247 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $196.80万 | 0.46% | 80,328 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $196.16万 | 0.46% | 48,173 | -1,722 | -3.5% | -$7.01万 | 减仓 |
| SCZ | ISHARES TR | $189.42万 | 0.44% | 23,024 | -21 | -0.1% | -$1,728 | 减仓 |
| SPYM | SPDR SERIES TRUST | $187.84万 | 0.44% | 21,374 | 15,889 | 289.7% | $139.63万 | 加仓 |
| IWR | ISHARES TR | $186.11万 | 0.43% | 16,870 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $165.50万 | 0.38% | 5,056 | -12 | -0.2% | -$3,928 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $162.11万 | 0.38% | 82,648 | 2,769 | 3.5% | $5.43万 | 加仓 |
| GOOG | ALPHABET INC | $155.97万 | 0.36% | 4,414 | 130 | 3.0% | $4.59万 | 加仓 |
| DON | WISDOMTREE TR | $151.82万 | 0.35% | 26,862 | 2,110 | 8.5% | $11.93万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $151.79万 | 0.35% | 31,544 | -222 | -0.7% | -$1.07万 | 减仓 |
| TWLO | TWILIO INC | $147.96万 | 0.34% | 7,171 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $142.42万 | 0.33% | 29,693 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $131.66万 | 0.31% | 7,999 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $127.97万 | 0.30% | 34,052 | -712 | -2.0% | -$2.68万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $126.60万 | 0.29% | 16,319 | -11,427 | -41.2% | -$88.65万 | 减仓 |
| META | META PLATFORMS INC | $126.30万 | 0.29% | 2,242 | 40 | 1.8% | $2.25万 | 加仓 |
| TSLA | TESLA INC | $126.07万 | 0.29% | 2,997 | 10 | 0.3% | $4,207 | 加仓 |
| VBK | VANGUARD INDEX FDS | $125.78万 | 0.29% | 3,439 | 0 | 0.0% | — | 不变 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $125.48万 | 0.29% | 56,295 | 43 | 0.1% | $958 | 加仓 |
| IVE | ISHARES TR | $123.50万 | 0.29% | 5,439 | 165 | 3.1% | $3.75万 | 加仓 |
| IWD | ISHARES TR | $123.27万 | 0.29% | 5,085 | 1,386 | 37.5% | $33.60万 | 加仓 |
| — | TIDAL TRUST I | $122.34万 | 0.28% | 67,931 | 9,293 | 15.8% | $16.74万 | 加仓 |
| AVGO | BROADCOM INC | $118.23万 | 0.27% | 3,130 | 118 | 3.9% | $4.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $114.57万 | 0.27% | 2,399 | 6 | 0.3% | $2,865 | 加仓 |
| IWV | ISHARES TR | $112.57万 | 0.26% | 2,640 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $110.05万 | 0.26% | 11,579 | 9 | 0.1% | $855 | 加仓 |
| IJT | ISHARES TR | $108.79万 | 0.25% | 6,091 | 310 | 5.4% | $5.54万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $101.87万 | 0.24% | 25,810 | -9,739 | -27.4% | -$38.44万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $100.39万 | 0.23% | 17,774 | 1,006 | 6.0% | $5.68万 | 加仓 |
| GOOGL | ALPHABET INC | $98.41万 | 0.23% | 2,754 | -999 | -26.6% | -$35.70万 | 减仓 |
| IVW | ISHARES TR | $97.59万 | 0.23% | 7,096 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $97.10万 | 0.23% | 1,297 | 47 | 3.8% | $3.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $95.62万 | 0.22% | 3,765 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $93.97万 | 0.22% | 11,593 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $90.76万 | 0.21% | 28,488 | 801 | 2.9% | $2.55万 | 重新持有 |
| AVUV | AMERICAN CENTY ETF TR | $86.51万 | 0.20% | 6,934 | 949 | 15.9% | $11.84万 | 加仓 |
| ABBV | ABBVIE INC | $85.41万 | 0.20% | 3,394 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $82.74万 | 0.19% | 2,215 | -998 | -31.1% | -$37.28万 | 减仓 |
| DIS | DISNEY WALT CO | $81.09万 | 0.19% | 8,425 | -179 | -2.1% | -$1.72万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $78.97万 | 0.18% | 14,968 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $78.15万 | 0.18% | 1,880 | -147 | -7.3% | -$6.11万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.93万 | 0.18% | 833 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $76.35万 | 0.18% | 14,587 | 5,223 | 55.8% | $27.34万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $74.19万 | 0.17% | 3,013 | 1,452 | 93.0% | $35.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $68.56万 | 0.16% | 594 | -9 | -1.5% | -$1.04万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $66.55万 | 0.15% | 39,265 | 3,226 | 9.0% | $5.47万 | 加仓 |
| UNP | UNION PAC CORP | $66.45万 | 0.15% | 2,443 | -4 | -0.2% | -$1,088 | 减仓 |
| AOA | ISHARES TR | $63.17万 | 0.15% | 6,472 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $61.81万 | 0.14% | 17,756 | 430 | 2.5% | $1.50万 | 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 |
| TXN | TEXAS INSTRS INC | $55.23万 | 0.13% | 1,853 | 247 | 15.4% | $7.36万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $55.03万 | 0.13% | 12,071 | 12,071 | — | $55.03万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $54.76万 | 0.13% | 5,467 | 1,025 | 23.1% | $10.27万 | 加仓 |