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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP COM | $5.42万 | 0.02% | 228 | 228 | — | $5.42万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP CL A | $5.47万 | 0.02% | 326 | 326 | — | $5.47万 | 新建仓 |
| WELL | WELLTOWER INC COM | $5.67万 | 0.02% | 250 | 250 | — | $5.67万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $5.81万 | 0.02% | 146 | 146 | — | $5.81万 | 新建仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $5.84万 | 0.02% | 1,154 | 1,154 | — | $5.84万 | 新建仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $5.97万 | 0.02% | 1,699 | 1,699 | — | $5.97万 | 新建仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $6.23万 | 0.02% | 325 | 325 | — | $6.23万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $6.24万 | 0.02% | 350 | 350 | — | $6.24万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $6.26万 | 0.02% | 339 | 339 | — | $6.26万 | 新建仓 |
| NOW | SERVICENOW INC COM | $6.27万 | 0.02% | 632 | 632 | — | $6.27万 | 新建仓 |
| DE | DEERE & CO COM | $6.34万 | 0.02% | 100 | 100 | — | $6.34万 | 新建仓 |
| T | AT&T INC COM | $6.43万 | 0.02% | 3,107 | 3,107 | — | $6.43万 | 新建仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $6.49万 | 0.02% | 683 | 683 | — | $6.49万 | 新建仓 |
| IBIT | iShares Bitcoin ETF | $6.51万 | 0.02% | 1,957 | 1,957 | — | $6.51万 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $6.57万 | 0.02% | 128 | 128 | — | $6.57万 | 新建仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $6.64万 | 0.02% | 646 | 646 | — | $6.64万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $6.69万 | 0.02% | 58 | 58 | — | $6.69万 | 新建仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $6.80万 | 0.02% | 1,000 | 1,000 | — | $6.80万 | 新建仓 |
| AME | AMETEK INC COM | $6.92万 | 0.02% | 286 | 286 | — | $6.92万 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $7.09万 | 0.02% | 485 | 485 | — | $7.09万 | 新建仓 |
| WFC | WELLS FARGO & CO COM | $7.10万 | 0.02% | 859 | 859 | — | $7.10万 | 新建仓 |
| AYI | ACUITY INC COM | $7.16万 | 0.02% | 190 | 190 | — | $7.16万 | 新建仓 |
| GWW | WW GRAINGER INC COM | $7.35万 | 0.02% | 54 | 54 | — | $7.35万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $7.62万 | 0.02% | 271 | 271 | — | $7.62万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $7.66万 | 0.02% | 1,500 | 1,500 | — | $7.66万 | 新建仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $7.68万 | 0.02% | 931 | 931 | — | $7.68万 | 新建仓 |
| TSLA | TESLA INC COM | $7.74万 | 0.02% | 184 | 184 | — | $7.74万 | 新建仓 |
| PHM | PULTE GROUP INC COM | $7.82万 | 0.02% | 570 | 570 | — | $7.82万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $7.90万 | 0.02% | 378 | 378 | — | $7.90万 | 新建仓 |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | $7.92万 | 0.02% | 1,395 | 1,395 | — | $7.92万 | 新建仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $8.22万 | 0.02% | 540 | 540 | — | $8.22万 | 新建仓 |
| IVV | ISHARES CORE S&P 500 ETF | $8.39万 | 0.02% | 112 | 112 | — | $8.39万 | 新建仓 |
| BA | BOEING CO COM | $8.49万 | 0.02% | 392 | 392 | — | $8.49万 | 新建仓 |
| — | INVESCO ESG NASDAQ 100 ETF | $8.87万 | 0.03% | 1,731 | 1,731 | — | $8.87万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $8.90万 | 0.03% | 925 | 925 | — | $8.90万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $9.03万 | 0.03% | 631 | 631 | — | $9.03万 | 新建仓 |
| URI | UNITED RENTALS INC COM | $9.52万 | 0.03% | 84 | 84 | — | $9.52万 | 新建仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $9.53万 | 0.03% | 801 | 801 | — | $9.53万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $9.72万 | 0.03% | 828 | 828 | — | $9.72万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $9.73万 | 0.03% | 2,666 | 2,666 | — | $9.73万 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $9.82万 | 0.03% | 598 | 598 | — | $9.82万 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $10.10万 | 0.03% | 942 | 942 | — | $10.10万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $12.03万 | 0.03% | 682 | 682 | — | $12.03万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $12.30万 | 0.04% | 724 | 724 | — | $12.30万 | 新建仓 |
| EXEL | EXELIXIS INC COM | $12.37万 | 0.04% | 2,273 | 2,273 | — | $12.37万 | 新建仓 |
| CTVA | CORTEVA INC COM | $12.45万 | 0.04% | 1,470 | 1,470 | — | $12.45万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $12.46万 | 0.04% | 1,650 | 1,650 | — | $12.46万 | 新建仓 |
| FWD | AB DISRUPTORS ETF | $12.81万 | 0.04% | 865 | 865 | — | $12.81万 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $12.91万 | 0.04% | 882 | 882 | — | $12.91万 | 新建仓 |
| LOW | LOWES COS INC COM | $12.97万 | 0.04% | 588 | 588 | — | $12.97万 | 新建仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $13.06万 | 0.04% | 2,125 | 2,125 | — | $13.06万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $13.14万 | 0.04% | 258 | -899 | -77.7% | -$45.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $13.18万 | 0.04% | 317 | 317 | — | $13.18万 | 新建仓 |
| AFL | AFLAC INC COM | $13.95万 | 0.04% | 1,190 | 1,190 | — | $13.95万 | 新建仓 |
| MCD | MCDONALDS CORP COM | $14.43万 | 0.04% | 534 | -170 | -24.1% | -$4.60万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $15.07万 | 0.04% | 1,137 | 1,137 | — | $15.07万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $15.51万 | 0.04% | 132 | 132 | — | $15.51万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $15.62万 | 0.04% | 182 | 182 | — | $15.62万 | 新建仓 |
| DAL | DELTA AIR LINES INC COM NEW | $15.69万 | 0.04% | 1,675 | 1,675 | — | $15.69万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $15.70万 | 0.04% | 657 | 657 | — | $15.70万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $16.45万 | 0.05% | 738 | 738 | — | $16.45万 | 新建仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $16.70万 | 0.05% | 6,175 | 6,175 | — | $16.70万 | 新建仓 |
| FLV | AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF | $17.02万 | 0.05% | 2,094 | 2,094 | — | $17.02万 | 新建仓 |
| NFLX | NETFLIX INC. COM | $17.56万 | 0.05% | 2,460 | -60 | -2.4% | -$4,284 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $18.04万 | 0.05% | 1,635 | -185 | -10.2% | -$2.04万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $18.43万 | 0.05% | 1,484 | 1,484 | — | $18.43万 | 新建仓 |
| FTNT | FORTINET INC COM | $18.83万 | 0.05% | 1,226 | 1,226 | — | $18.83万 | 新建仓 |
| VB | VANGUARD SMALL-CAP ETF | $19.25万 | 0.05% | 635 | 635 | — | $19.25万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $19.92万 | 0.06% | 197 | 197 | — | $19.92万 | 新建仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $20.07万 | 0.06% | 1,991 | -22 | -1.1% | -$2,218 | 重新持有 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $20.13万 | 0.06% | 2,000 | 2,000 | — | $20.13万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $20.95万 | 0.06% | 1,100 | -259 | -19.1% | -$4.93万 | 减仓 |
| KLAC | KLA CORP COM NEW | $22.02万 | 0.06% | 730 | 730 | — | $22.02万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $23.20万 | 0.07% | 627 | 627 | — | $23.20万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $23.42万 | 0.07% | 575 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $23.80万 | 0.07% | 1,499 | 2 | 0.1% | $318 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $24.42万 | 0.07% | 691 | -87 | -11.2% | -$3.07万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $25.38万 | 0.07% | 5,996 | 5,996 | — | $25.38万 | 新建仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $26.26万 | 0.07% | 5,184 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $26.94万 | 0.08% | 1,203 | -1,373 | -53.3% | -$30.74万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $27.33万 | 0.08% | 6,456 | -76 | -1.2% | -$3,218 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $28.54万 | 0.08% | 1,291 | 1,291 | — | $28.54万 | 新建仓 |
| MCK | MCKESSON CORP COM | $29.70万 | 0.08% | 393 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $30.54万 | 0.09% | 1,009 | 1,009 | — | $30.54万 | 新建仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $33.69万 | 0.10% | 4,109 | 12 | 0.3% | $984 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $38.23万 | 0.11% | 481 | 481 | — | $38.23万 | 新建仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $40.11万 | 0.11% | 9,503 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $44.64万 | 0.13% | 3,295 | 473 | 16.8% | $6.41万 | 加仓 |
| TJX | TJX COS INC NEW COM | $45.10万 | 0.13% | 2,977 | 296 | 11.0% | $4.48万 | 加仓 |
| EOG | EOG RES INC COM | $45.59万 | 0.13% | 3,514 | -100 | -2.8% | -$1.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $46.70万 | 0.13% | 3,184 | 123 | 4.0% | $1.80万 | 加仓 |
| WMT | WALMART INC COM | $50.53万 | 0.14% | 4,461 | -40 | -0.9% | -$4,530 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $52.02万 | 0.15% | 5,386 | -9 | -0.2% | -$869 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $53.44万 | 0.15% | 2,804 | -3 | -0.1% | -$572 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $53.44万 | 0.15% | 920 | -145 | -13.6% | -$8.42万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $54.36万 | 0.15% | 3,976 | 3,976 | — | $54.36万 | 新建仓 |
| CB | CHUBB LIMITED COM | $59.43万 | 0.17% | 1,744 | 15 | 0.9% | $5,111 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $60.08万 | 0.17% | 7,680 | -410 | -5.1% | -$3.21万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $60.44万 | 0.17% | 792 | 5 | 0.6% | $3,816 | 加仓 |
| EQIX | EQUINIX INC COM | $61.50万 | 0.18% | 590 | 0 | 0.0% | — | 不变 |