StrongBox Wealth, LLC
LEE'S SUMMIT MO · SEC CIK 0001812155
$3.13亿2026Q1 申报市值
95持仓数
40.5%前十大占比 · 第一大 9.9%
4 / 1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
CGMU 新建仓+$304.31万
LLY 加仓+$259.65万
NVDA 加仓+$226.39万
AVDE 加仓+$171.26万
QQQ 加仓+$128.14万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$228.89万
ABT 减仓-$169.51万
XLRE 减仓-$123.13万
VGIT 减仓-$82.91万
ORCL 减仓-$75.91万
2026Q1 持仓明细 点表头排序
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 | J P MORGAN EXCHANGE TRADED F | $3,081.92万 | 9.86% | 608,954 | 13,460 | 2.3% | $68.12万 | 加仓 |
| SHY | ISHARES TR | $1,472.38万 | 4.71% | 178,319 | 13,862 | 8.4% | $114.46万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1,286.64万 | 4.12% | 380,438 | 35,171 | 10.2% | $118.95万 | 加仓 |
| GOOGL | ALPHABET INC | $1,136.70万 | 3.64% | 39,529 | 2,842 | 7.7% | $81.72万 | 加仓 |
| QUAL | ISHARES TR | $1,099.51万 | 3.52% | 57,322 | 4,115 | 7.7% | $78.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,035.90万 | 3.31% | 17,947 | 2,220 | 14.1% | $128.14万 | 加仓 |
| IJH | ISHARES TR | $1,034.78万 | 3.31% | 153,232 | -33,895 | -18.1% | -$228.89万 | 减仓 |
| AVGO | BROADCOM INC | $879.72万 | 2.82% | 28,423 | 726 | 2.6% | $22.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $822.95万 | 2.63% | 22,231 | 638 | 3.0% | $23.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $802.34万 | 2.57% | 8,052 | -109 | -1.3% | -$10.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $770.95万 | 2.47% | 26,208 | 1,021 | 4.1% | $30.03万 | 加仓 |
| ETN | EATON CORP PLC | $762.12万 | 2.44% | 21,308 | -1,249 | -5.5% | -$44.67万 | 减仓 |
| RTX | RTX CORPORATION | $750.34万 | 2.40% | 38,898 | 492 | 1.3% | $9.49万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $738.92万 | 2.36% | 130,367 | -1,372 | -1.0% | -$7.78万 | 减仓 |
| V | VISA INC | $721.21万 | 2.31% | 23,862 | 1,377 | 6.1% | $41.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $688.39万 | 2.20% | 74,116 | -981 | -1.3% | -$9.11万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $685.47万 | 2.19% | 167,883 | -30,157 | -15.2% | -$123.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $664.87万 | 2.13% | 32,135 | -1,595 | -4.7% | -$33.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $614.25万 | 1.97% | 35,220 | 12,981 | 58.4% | $226.39万 | 加仓 |
| AMZN | AMAZON COM INC | $597.28万 | 1.91% | 28,678 | 784 | 2.8% | $16.33万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $597.10万 | 1.91% | 117,124 | 13,208 | 12.7% | $67.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $580.41万 | 1.86% | 26,988 | 337 | 1.3% | $7.25万 | 加仓 |
| LIN | LINDE PLC | $539.34万 | 1.73% | 10,879 | -569 | -5.0% | -$28.21万 | 减仓 |
| AMGN | AMGEN INC | $523.69万 | 1.68% | 14,884 | 297 | 2.0% | $10.45万 | 加仓 |
| AAPL | APPLE INC | $500.61万 | 1.60% | 19,725 | -400 | -2.0% | -$10.15万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $495.84万 | 1.59% | 58,444 | 20,186 | 52.8% | $171.26万 | 加仓 |
| HD | HOME DEPOT INC | $456.47万 | 1.46% | 13,878 | 538 | 4.0% | $17.70万 | 加仓 |
| LLY | ELI LILLY & CO | $454.00万 | 1.45% | 4,936 | 2,823 | 133.6% | $259.65万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $435.68万 | 1.39% | 86,495 | 16,352 | 23.3% | $82.37万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $419.24万 | 1.34% | 70,402 | -13,923 | -16.5% | -$82.91万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $395.30万 | 1.26% | 26,691 | 133 | 0.5% | $1.97万 | 加仓 |
| FEOE | RBB FUND TRUST | $370.76万 | 1.19% | 73,476 | 5,926 | 8.8% | $29.90万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $337.59万 | 1.08% | 98,107 | 14,592 | 17.5% | $50.21万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $308.19万 | 0.99% | 72,447 | 8,752 | 13.7% | $37.23万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $304.31万 | 0.97% | 112,084 | 112,084 | — | $304.31万 | 新建仓 |
| BX | BLACKSTONE INC | $299.08万 | 0.96% | 26,008 | 3,710 | 16.6% | $42.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $277.50万 | 0.89% | 27,028 | -16,510 | -37.9% | -$169.51万 | 减仓 |
| ORCL | ORACLE CORP | $241.92万 | 0.77% | 16,445 | -5,160 | -23.9% | -$75.91万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $192.49万 | 0.62% | 22,585 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $181.58万 | 0.58% | 23,402 | 76 | 0.3% | $5,897 | 加仓 |
| FEGE | RBB FUND TRUST | $176.77万 | 0.57% | 37,611 | 4,693 | 14.3% | $22.06万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $170.72万 | 0.55% | 27,403 | -3,622 | -11.7% | -$22.57万 | 减仓 |
| META | META PLATFORMS INC | $164.89万 | 0.53% | 2,882 | 1,139 | 65.3% | $65.17万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.46% | 2 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $137.94万 | 0.44% | 8,883 | -1,807 | -16.9% | -$28.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $135.82万 | 0.43% | 9,285 | 300 | 3.3% | $4.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $124.05万 | 0.40% | 17,045 | -3,082 | -15.3% | -$22.43万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $115.01万 | 0.37% | 31,364 | 22,434 | 251.2% | $82.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $112.42万 | 0.36% | 2,346 | -37 | -1.6% | -$1.77万 | 减仓 |
| NVS | NOVARTIS AG | $103.70万 | 0.33% | 6,789 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $99.00万 | 0.32% | 10,505 | 2,280 | 27.7% | $21.49万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $96.38万 | 0.31% | 10,895 | -4,696 | -30.1% | -$41.54万 | 减仓 |
| ABBV | ABBVIE INC | $94.59万 | 0.30% | 4,349 | 588 | 15.6% | $12.79万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $90.67万 | 0.29% | 3,709 | 1 | 0.0% | $244 | 加仓 |
| GLD | SPDR GOLD TR | $80.21万 | 0.26% | 1,864 | 275 | 17.3% | $11.83万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $78.94万 | 0.25% | 1,157 | 662 | 133.7% | $45.16万 | 加仓 |
| USMV | ISHARES TR | $78.89万 | 0.25% | 8,507 | -485 | -5.4% | -$4.50万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $77.08万 | 0.25% | 15,475 | -1,200 | -7.2% | -$5.98万 | 减仓 |
| GRMN | GARMIN LTD | $76.68万 | 0.25% | 3,305 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $70.10万 | 0.22% | 8,090 | -364 | -4.3% | -$3.15万 | 减仓 |
| — | EXXON MOBIL CORP | $69.15万 | 0.22% | 4,076 | -265 | -6.1% | -$4.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $68.90万 | 0.22% | 9,687 | -4,760 | -32.9% | -$33.86万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $66.43万 | 0.21% | 8,244 | 3,415 | 70.7% | $27.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $64.99万 | 0.21% | 2,263 | -1,047 | -31.6% | -$30.07万 | 减仓 |
| ETR | ENTERGY CORP NEW | $64.59万 | 0.21% | 5,748 | -501 | -8.0% | -$5.63万 | 减仓 |
| PPG | PPG INDS INC | $63.91万 | 0.20% | 5,980 | 0 | 0.0% | — | 不变 |
| AVMC | AMERICAN CENTY ETF TR | $62.67万 | 0.20% | 8,675 | 8,675 | — | $62.67万 | 新建仓 |
| — | HONEYWELL INTL INC | $58.23万 | 0.19% | 2,576 | 86 | 3.5% | $1.94万 | 加仓 |
| EQIX | EQUINIX INC | $57.83万 | 0.19% | 590 | -76 | -11.4% | -$7.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $57.49万 | 0.18% | 3,586 | 309 | 9.4% | $4.95万 | 加仓 |
| CB | CHUBB LTD SWITZ | $56.35万 | 0.18% | 1,729 | 82 | 5.0% | $2.67万 | 加仓 |
| WMT | WALMART INC | $55.94万 | 0.18% | 4,501 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $52.25万 | 0.17% | 3,614 | 250 | 7.4% | $3.61万 | 加仓 |
| IEFA | ISHARES TR | $48.84万 | 0.16% | 5,395 | -1,065 | -16.5% | -$9.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $44.23万 | 0.14% | 3,061 | -112 | -3.5% | -$1.62万 | 减仓 |
| TJX | TJX COS INC NEW | $42.82万 | 0.14% | 2,681 | 2,681 | — | $42.82万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $40.12万 | 0.13% | 9,503 | -1,970 | -17.2% | -$8.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $37.32万 | 0.12% | 2,807 | -9 | -0.3% | -$1,196 | 减仓 |
| PLD | PROLOGIS INC. | $37.30万 | 0.12% | 2,822 | -335 | -10.6% | -$4.43万 | 减仓 |
| ASML | ASML HLDG NV | $36.85万 | 0.12% | 279 | 279 | — | $36.85万 | 新建仓 |
| MCK | MCKESSON CORP | $34.01万 | 0.11% | 393 | -10 | -2.5% | -$8,654 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.79万 | 0.10% | 6,532 | 187 | 2.9% | $9,387 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.73万 | 0.10% | 787 | 32 | 4.2% | $1.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.53万 | 0.09% | 4,097 | -295 | -6.7% | -$2.13万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $25.91万 | 0.08% | 5,184 | -12,963 | -71.4% | -$64.80万 | 减仓 |
| DHR | DANAHER CORP DEL | $25.77万 | 0.08% | 1,359 | -51 | -3.6% | -$9,670 | 减仓 |
| SPGI | S&P GLOBAL INC | $24.46万 | 0.08% | 575 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $24.23万 | 0.08% | 2,520 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $23.25万 | 0.07% | 384 | -93 | -19.5% | -$5.63万 | 重新持有 |
| GOOG | ALPHABET INC | $22.32万 | 0.07% | 778 | 9 | 1.2% | $2,582 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $21.95万 | 0.07% | 1,497 | -313 | -17.3% | -$4.59万 | 减仓 |
| MCD | MCDONALDS CORP | $21.88万 | 0.07% | 704 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $21.67万 | 0.07% | 1,065 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $20.11万 | 0.06% | 1,165 | -60 | -4.9% | -$1.04万 | 减仓 |
| SHV | ISHARES TR | $20.09万 | 0.06% | 1,820 | -426 | -19.0% | -$4.70万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,759 | -100.0% | -$29.55万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |