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 |
|---|---|---|---|---|---|---|---|---|
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3,127.18万 | 8.91% | 618,387 | 9,433 | 1.5% | $47.70万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1,495.42万 | 4.26% | 182,124 | 3,805 | 2.1% | $31.24万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,409.59万 | 4.02% | 39,443 | -86 | -0.2% | -$3.07万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $1,397.87万 | 3.98% | 380,063 | -375 | -0.1% | -$1.38万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,326.23万 | 3.78% | 18,009 | 62 | 0.3% | $4.57万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $1,284.90万 | 3.66% | 58,556 | 1,234 | 2.2% | $27.08万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,175.76万 | 3.35% | 152,477 | -755 | -0.5% | -$5.82万 | 减仓 |
| AVGO | BROADCOM INC COM | $1,050.98万 | 2.99% | 27,822 | -601 | -2.1% | -$22.70万 | 减仓 |
| ETN | EATON CORP PLC SHS | $895.32万 | 2.55% | 21,011 | -297 | -1.4% | -$12.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $860.25万 | 2.45% | 26,280 | 72 | 0.3% | $2.36万 | 加仓 |
| V | VISA INC COM CL A | $825.49万 | 2.35% | 24,060 | 198 | 0.8% | $6.79万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $813.82万 | 2.32% | 21,817 | -414 | -1.9% | -$15.44万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $755.88万 | 2.15% | 8,080 | 28 | 0.3% | $2.62万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $744.56万 | 2.12% | 169,102 | 1,219 | 0.7% | $5.37万 | 加仓 |
| RTX | RTX CORPORATION COM | $741.96万 | 2.11% | 39,106 | 208 | 0.5% | $3.95万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $722.88万 | 2.06% | 127,988 | -2,379 | -1.8% | -$13.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $712.19万 | 2.03% | 35,593 | 373 | 1.1% | $7.46万 | 加仓 |
| AMZN | AMAZON COM INC COM | $683.96万 | 1.95% | 28,697 | 19 | 0.1% | $4,528 | 加仓 |
| LLY | ELI LILLY & CO COM | $675.40万 | 1.92% | 5,631 | 695 | 14.1% | $83.36万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $671.86万 | 1.91% | 76,548 | 2,432 | 3.3% | $21.35万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $645.97万 | 1.84% | 126,661 | 9,537 | 8.1% | $48.64万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $641.61万 | 1.83% | 27,115 | 127 | 0.5% | $3.01万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $581.43万 | 1.66% | 65,183 | 6,739 | 11.5% | $60.11万 | 加仓 |
| LIN | LINDE PLC SHS | $571.66万 | 1.63% | 11,016 | 137 | 1.3% | $7.11万 | 加仓 |
| AAPL | APPLE INC COM | $562.47万 | 1.60% | 19,438 | -287 | -1.5% | -$8.30万 | 减仓 |
| AMGN | AMGEN INC COM | $546.73万 | 1.56% | 15,098 | 214 | 1.4% | $7.75万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $545.43万 | 1.55% | 32,905 | 770 | 2.4% | $12.76万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $479.73万 | 1.37% | 95,014 | 8,519 | 9.8% | $43.01万 | 加仓 |
| HD | HOME DEPOT INC COM | $476.51万 | 1.36% | 13,511 | -367 | -2.6% | -$12.94万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $424.95万 | 1.21% | 26,890 | 199 | 0.7% | $3.14万 | 加仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $412.35万 | 1.18% | 77,219 | 3,743 | 5.1% | $19.99万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $396.38万 | 1.13% | 67,206 | -3,196 | -4.5% | -$18.85万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $386.94万 | 1.10% | 101,934 | 3,827 | 3.9% | $14.53万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $367.50万 | 1.05% | 133,783 | 21,699 | 19.4% | $59.61万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $361.33万 | 1.03% | 73,321 | 874 | 1.2% | $4.31万 | 加仓 |
| BX | BLACKSTONE INC COM | $322.43万 | 0.92% | 27,400 | 1,392 | 5.4% | $16.38万 | 加仓 |
| CSCO | CISCO SYS INC COM | $271.98万 | 0.78% | 23,155 | -247 | -1.1% | -$2.90万 | 减仓 |
| ORCL | ORACLE CORP COM | $241.79万 | 0.69% | 16,499 | 54 | 0.3% | $7,914 | 加仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $221.31万 | 0.63% | 30,176 | 2,773 | 10.1% | $20.34万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $207.06万 | 0.59% | 22,585 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $190.30万 | 0.54% | 20,972 | -6,056 | -22.4% | -$54.95万 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $184.10万 | 0.52% | 37,633 | 22 | 0.1% | $1,076 | 加仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $154.15万 | 0.44% | 35,155 | 3,791 | 12.1% | $16.62万 | 加仓 |
| META | META PLATFORMS INC CL A | $151.86万 | 0.43% | 2,696 | -186 | -6.5% | -$10.48万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $149.77万 | 0.43% | 2 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $140.27万 | 0.40% | 29,375 | 29,375 | — | $140.27万 | 新建仓 |
| WMB | WILLIAMS COS INC COM | $127.46万 | 0.36% | 17,145 | 100 | 0.6% | $7,434 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $119.90万 | 0.34% | 3,516 | -70 | -2.0% | -$2.39万 | 减仓 |
| PEP | PEPSICO INC COM | $118.57万 | 0.34% | 8,757 | -126 | -1.4% | -$1.71万 | 减仓 |
| ABBV | ABBVIE INC COM | $110.95万 | 0.32% | 4,409 | 60 | 1.4% | $1.51万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $109.53万 | 0.31% | 11,154 | 649 | 6.2% | $6.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $107.48万 | 0.31% | 2,148 | -198 | -8.4% | -$9.91万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $106.40万 | 0.30% | 6,789 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $105.48万 | 0.30% | 9,041 | -244 | -2.6% | -$2.85万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $94.24万 | 0.27% | 3,710 | 1 | 0.0% | $254 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $90.05万 | 0.26% | 9,333 | 1,089 | 13.2% | $10.51万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $85.50万 | 0.24% | 9,156 | -1,739 | -16.0% | -$16.24万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $82.30万 | 0.23% | 8,532 | 25 | 0.3% | $2,412 | 加仓 |
| GRMN | GARMIN LTD SHS | $78.51万 | 0.22% | 3,305 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $74.57万 | 0.21% | 1,463 | 1,079 | 281.0% | $55.00万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $74.41万 | 0.21% | 9,037 | -650 | -6.7% | -$5.35万 | 减仓 |
| PPG | PPG INDS INC COM | $72.53万 | 0.21% | 5,980 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $71.80万 | 0.20% | 1,949 | 85 | 4.6% | $3.13万 | 加仓 |
| AVMC | AVANTIS U.S. MID CAP EQUITY ETF | $69.57万 | 0.20% | 8,669 | -6 | -0.1% | -$481 | 减仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $69.57万 | 0.20% | 13,975 | -1,500 | -9.7% | -$7.47万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $68.58万 | 0.20% | 8,512 | -540 | -6.0% | -$4.35万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $66.03万 | 0.19% | 5,748 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $61.87万 | 0.18% | 311 | 32 | 11.5% | $6.37万 | 加仓 |
| EQIX | EQUINIX INC COM | $61.50万 | 0.18% | 590 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $60.44万 | 0.17% | 792 | 5 | 0.6% | $3,816 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $60.08万 | 0.17% | 7,680 | -410 | -5.1% | -$3.21万 | 减仓 |
| CB | CHUBB LIMITED COM | $59.43万 | 0.17% | 1,744 | 15 | 0.9% | $5,111 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $54.36万 | 0.15% | 3,976 | 3,976 | — | $54.36万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $53.44万 | 0.15% | 920 | -145 | -13.6% | -$8.42万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $53.44万 | 0.15% | 2,804 | -3 | -0.1% | -$572 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $52.02万 | 0.15% | 5,386 | -9 | -0.2% | -$869 | 减仓 |
| WMT | WALMART INC COM | $50.53万 | 0.14% | 4,461 | -40 | -0.9% | -$4,530 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $46.70万 | 0.13% | 3,184 | 123 | 4.0% | $1.80万 | 加仓 |
| EOG | EOG RES INC COM | $45.59万 | 0.13% | 3,514 | -100 | -2.8% | -$1.30万 | 减仓 |
| TJX | TJX COS INC NEW COM | $45.10万 | 0.13% | 2,977 | 296 | 11.0% | $4.48万 | 加仓 |
| PLD | PROLOGIS INC. COM | $44.64万 | 0.13% | 3,295 | 473 | 16.8% | $6.41万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $40.11万 | 0.11% | 9,503 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC COM | $38.23万 | 0.11% | 481 | 481 | — | $38.23万 | 新建仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $33.69万 | 0.10% | 4,109 | 12 | 0.3% | $984 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $30.54万 | 0.09% | 1,009 | 1,009 | — | $30.54万 | 新建仓 |
| MCK | MCKESSON CORP COM | $29.70万 | 0.08% | 393 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $28.54万 | 0.08% | 1,291 | 1,291 | — | $28.54万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $27.33万 | 0.08% | 6,456 | -76 | -1.2% | -$3,218 | 减仓 |
| HON | HONEYWELL INTL INC COM | $26.94万 | 0.08% | 1,203 | -1,373 | -53.3% | -$30.74万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $26.26万 | 0.07% | 5,184 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $25.38万 | 0.07% | 5,996 | 5,996 | — | $25.38万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $24.42万 | 0.07% | 691 | -87 | -11.2% | -$3.07万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $23.80万 | 0.07% | 1,499 | 2 | 0.1% | $318 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $23.42万 | 0.07% | 575 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $23.20万 | 0.07% | 627 | 627 | — | $23.20万 | 新建仓 |
| KLAC | KLA CORP COM NEW | $22.02万 | 0.06% | 730 | 730 | — | $22.02万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $20.95万 | 0.06% | 1,100 | -259 | -19.1% | -$4.93万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $20.13万 | 0.06% | 2,000 | 2,000 | — | $20.13万 | 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 |
| GS | GOLDMAN SACHS GROUP INC COM | $19.92万 | 0.06% | 197 | 197 | — | $19.92万 | 新建仓 |