StrongBox Wealth, LLC
LEE'S SUMMIT MO · SEC CIK 0001812155
$3.51亿2026Q2 申报市值
266持仓数
40.0%前十大占比 · 第一大 8.9%
169 / 2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
DFSD 新建仓+$140.27万
LLY 加仓+$83.36万
AVDE 加仓+$60.11万
CGMU 加仓+$59.61万
LMT 加仓+$55.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$69.15万
ABT 减仓-$54.95万
NOC 减仓-$45.79万
UBER 重新持有-$33.16万
GPC 重新持有-$31.61万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,076 | -100.0% | -$69.15万 | 清仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $3 | 0.00% | 0 | 0 | — | — | 清仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $128 | 0.00% | 3 | 3 | — | $128 | 新建仓 |
| PGX | INVESCO PREFERRED ETF | $369 | 0.00% | 34 | 34 | — | $369 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $476 | 0.00% | 14 | 14 | — | $476 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC COM CL A | $842 | 0.00% | 100 | 100 | — | $842 | 新建仓 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $2,198 | 0.00% | 53 | 53 | — | $2,198 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $2,256 | 0.00% | 62 | 62 | — | $2,256 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COM | $2,284 | 0.00% | 20 | 20 | — | $2,284 | 新建仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| SHOE | SHOE STA GROUP INC COM | $2,966 | 0.00% | 200 | 200 | — | $2,966 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $3,114 | 0.00% | 70 | 70 | — | $3,114 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $3,491 | 0.00% | 64 | 64 | — | $3,491 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $3,542 | 0.00% | 10 | 10 | — | $3,542 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $3,608 | 0.00% | 50 | -4,596 | -98.9% | -$33.16万 | 重新持有 |
| GIL | GILDAN ACTIVEWEAR INC COM | $4,747 | 0.00% | 92 | 92 | — | $4,747 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $5,871 | 0.00% | 260 | 260 | — | $5,871 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $6,037 | 0.00% | 55 | 55 | — | $6,037 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $6,067 | 0.00% | 175 | 175 | — | $6,067 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $6,930 | 0.00% | 120 | 120 | — | $6,930 | 新建仓 |
| F | FORD MTR CO COM | $6,950 | 0.00% | 500 | 500 | — | $6,950 | 新建仓 |
| CRWV | COREWEAVE INC COM CL A | $7,266 | 0.00% | 73 | 73 | — | $7,266 | 新建仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $7,275 | 0.00% | 195 | 195 | — | $7,275 | 新建仓 |
| ICLR | ICON PUB LTD CO SHS | $7,470 | 0.00% | 43 | 43 | — | $7,470 | 新建仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8,634 | 0.00% | 101 | 101 | — | $8,634 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $9,769 | 0.00% | 54 | 54 | — | $9,769 | 新建仓 |
| ISMD | INSPIRE SMALL/MID CAP ETF | $9,899 | 0.00% | 198 | 198 | — | $9,899 | 新建仓 |
| USB | US BANCORP COM NEW | $1.05万 | 0.00% | 174 | 174 | — | $1.05万 | 新建仓 |
| KO | COCA COLA CO COM | $1.24万 | 0.00% | 152 | 152 | — | $1.24万 | 新建仓 |
| O | REALTY INCOME CORP COM | $1.24万 | 0.00% | 200 | 200 | — | $1.24万 | 新建仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $1.25万 | 0.00% | 171 | 171 | — | $1.25万 | 新建仓 |
| — | INVESCO PHARMACEUTICALS ETF | $1.29万 | 0.00% | 109 | 109 | — | $1.29万 | 新建仓 |
| — | ISHARES ENVIRONMENTALLY AWARE REAL ESTATE ETF | $1.40万 | 0.00% | 483 | 483 | — | $1.40万 | 新建仓 |
| CCI | CROWN CASTLE INC COM | $1.52万 | 0.00% | 200 | 200 | — | $1.52万 | 新建仓 |
| ZTS | ZOETIS INC CL A | $1.56万 | 0.00% | 217 | 217 | — | $1.56万 | 新建仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.60万 | 0.00% | 128 | 128 | — | $1.60万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $1.71万 | 0.00% | 250 | 250 | — | $1.71万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $1.76万 | 0.01% | 47 | 47 | — | $1.76万 | 新建仓 |
| BIBL | INSPIRE 100 ETF | $1.85万 | 0.01% | 320 | 320 | — | $1.85万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.91万 | 0.01% | 64 | 64 | — | $1.91万 | 新建仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $1.94万 | 0.01% | 340 | 340 | — | $1.94万 | 新建仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.97万 | 0.01% | 149 | 149 | — | $1.97万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2.00万 | 0.01% | 751 | 751 | — | $2.00万 | 新建仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $2.02万 | 0.01% | 137 | 137 | — | $2.02万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2.18万 | 0.01% | 65 | 65 | — | $2.18万 | 新建仓 |
| NUE | NUCOR CORP COM | $2.23万 | 0.01% | 100 | 100 | — | $2.23万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2.24万 | 0.01% | 151 | 151 | — | $2.24万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $2.25万 | 0.01% | 161 | 161 | — | $2.25万 | 新建仓 |
| BAC | BANK OF AMER CORP COM | $2.28万 | 0.01% | 400 | 400 | — | $2.28万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $2.30万 | 0.01% | 32 | 32 | — | $2.30万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $2.32万 | 0.01% | 628 | 628 | — | $2.32万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $2.34万 | 0.01% | 34 | 34 | — | $2.34万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $2.34万 | 0.01% | 225 | 225 | — | $2.34万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $2.37万 | 0.01% | 141 | 141 | — | $2.37万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2.40万 | 0.01% | 530 | 530 | — | $2.40万 | 新建仓 |
| PFE | PFIZER INC COM | $2.41万 | 0.01% | 1,000 | 1,000 | — | $2.41万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $2.47万 | 0.01% | 135 | 135 | — | $2.47万 | 新建仓 |
| — | ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | $2.54万 | 0.01% | 482 | 482 | — | $2.54万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $2.55万 | 0.01% | 680 | 680 | — | $2.55万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $2.56万 | 0.01% | 330 | 330 | — | $2.56万 | 新建仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.58万 | 0.01% | 512 | 512 | — | $2.58万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.68万 | 0.01% | 376 | 376 | — | $2.68万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.70万 | 0.01% | 100 | 100 | — | $2.70万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $2.73万 | 0.01% | 510 | 510 | — | $2.73万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $2.80万 | 0.01% | 290 | 290 | — | $2.80万 | 新建仓 |
| SO | SOUTHERN CO COM | $2.87万 | 0.01% | 300 | 300 | — | $2.87万 | 新建仓 |
| TGT | TARGET CORP COM | $2.94万 | 0.01% | 225 | 225 | — | $2.94万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2.95万 | 0.01% | 357 | 357 | — | $2.95万 | 新建仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $3.00万 | 0.01% | 162 | 162 | — | $3.00万 | 新建仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $3.01万 | 0.01% | 600 | 600 | — | $3.01万 | 新建仓 |
| OKE | ONEOK INC NEW COM | $3.04万 | 0.01% | 350 | 350 | — | $3.04万 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $3.06万 | 0.01% | 256 | 256 | — | $3.06万 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $3.08万 | 0.01% | 188 | -977 | -83.9% | -$15.98万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $3.08万 | 0.01% | 55 | 55 | — | $3.08万 | 新建仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $3.20万 | 0.01% | 173 | 173 | — | $3.20万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $3.24万 | 0.01% | 1,012 | 1,012 | — | $3.24万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $3.44万 | 0.01% | 135 | 135 | — | $3.44万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $3.45万 | 0.01% | 361 | 361 | — | $3.45万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC COM | $3.45万 | 0.01% | 320 | 320 | — | $3.45万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $3.47万 | 0.01% | 48 | 48 | — | $3.47万 | 新建仓 |
| EPR | EPR PPTYS COM SH BEN INT | $3.48万 | 0.01% | 600 | 600 | — | $3.48万 | 新建仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.70万 | 0.01% | 547 | 547 | — | $3.70万 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $3.73万 | 0.01% | 316 | -2,679 | -89.4% | -$31.61万 | 重新持有 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $3.80万 | 0.01% | 432 | 432 | — | $3.80万 | 新建仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $3.80万 | 0.01% | 457 | 457 | — | $3.80万 | 新建仓 |
| GLW | CORNING INC COM | $3.83万 | 0.01% | 150 | 150 | — | $3.83万 | 新建仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $4.02万 | 0.01% | 1,515 | 1,515 | — | $4.02万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $4.23万 | 0.01% | 250 | 250 | — | $4.23万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $4.49万 | 0.01% | 94 | 94 | — | $4.49万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.50万 | 0.01% | 740 | 740 | — | $4.50万 | 新建仓 |
| IDA | IDACORP INC COM | $4.60万 | 0.01% | 304 | 304 | — | $4.60万 | 新建仓 |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $4.64万 | 0.01% | 889 | 889 | — | $4.64万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $4.69万 | 0.01% | 508 | 508 | — | $4.69万 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $4.74万 | 0.01% | 572 | 572 | — | $4.74万 | 新建仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $4.75万 | 0.01% | 1,038 | 1,038 | — | $4.75万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $5.14万 | 0.01% | 1,000 | 1,000 | — | $5.14万 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $5.15万 | 0.01% | 503 | 503 | — | $5.15万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $5.23万 | 0.01% | 984 | 984 | — | $5.23万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $5.31万 | 0.02% | 181 | 181 | — | $5.31万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC COM | $5.41万 | 0.02% | 2,255 | 2,255 | — | $5.41万 | 新建仓 |