13F 机构持仓

Strengthening Families & Communities, LLC

BOSTON MA · SEC CIK 0001921196

2026Q22026Q1 更早 9 个季度 🔒
$4.50亿2026Q2 申报市值
844持仓数
27.3%前十大占比 · 第一大 3.6%
243 / 25新建仓 / 清仓
申报市值走势$4.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.6%
SPUS 3.4%
NVDA 3.2%
VGT 3.1%
FHLC 2.7%
QQQ 2.6%
VCR 2.5%
VAW 2.2%
VIS 2.1%
MRVL 2.1%

2026Q2 买入最多 按季末市值估算

VRT 新建仓+$281.99万
INTU 加仓+$201.02万
RKLB 新建仓+$174.36万
SPCX 新建仓+$100.21万
MRK 加仓+$21.42万

2026Q2 卖出最多 按季末市值估算

DAL 减仓-$437.01万
JONES LANG LASAL 清仓-$346.68万
SIEGY 清仓-$248.96万
GWW 减仓-$224.36万
GS 重新持有-$101.04万

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
OLLI OLLIE S BARGAIN OUTLET $9230.00%12 12— $923 新建仓
RBA RB GLOBAL INC $9340.00%8 8— $934 新建仓
PSA PUBLIC STORAGE $9550.00%3 3— $955 新建仓
COMP COMPASS INC $9620.00%78 78— $962 新建仓
— ENDAVA PLC $9960.00%352 00.0% — 不变
EIDO ISHARES MSCI INDONESIA ETF $1,0170.00%90 22.3% $23 加仓
SWKS SKYWORKS SOLUTIONS INC $1,0170.00%15 15— $1,017 新建仓
NOC NORTHROP GRUMMAN CORP $1,0190.00%2 2— $1,019 新建仓
— SOFTBANK GROUP $1,0270.00%56 56— $1,027 新建仓
LECO LINCOLN ELEC HOLDINGS INC $1,0620.00%4 4— $1,062 新建仓
— TOPBUILD CORP $1,0640.00%3 00.0% — 不变
HAL HALLIBURTON COMPANY $1,0860.00%32 32— $1,086 新建仓
FTDR FRONTDOOR INC $1,0860.00%14 14— $1,086 新建仓
— KALARIS THERAPEUTICS INC $1,0910.00%268 00.0% — 不变
CSL CARLISLE COMPANIES INC $1,0920.00%3 3— $1,092 新建仓
QLYS QUALYS INC $1,1000.00%8 8— $1,100 新建仓
CI CIGNA GROUP (THE) $1,1030.00%4 4— $1,103 新建仓
HONA HONEYWELL AEROSPACE INC $1,1050.00%5 5— $1,105 新建仓
RPM RPM INTERNATIONAL INC $1,1120.00%10 10— $1,112 新建仓
HON HONEYWELL INTERNATIONAL INC $1,1200.00%5 5— $1,120 新建仓
MSCI MSCI INC $1,1200.00%2 2— $1,120 新建仓
AXON AXON ENTERPRISE INC $1,1210.00%2 2— $1,121 新建仓
DOW DOW INC $1,1220.00%41 41— $1,122 新建仓
AYI ACUITY INC $1,1300.00%3 3— $1,130 新建仓
HBAN HUNTINGTON BANCSHARES INC $1,1700.00%66 66— $1,170 新建仓
GNRC GENERAC HOLDINGS INC $1,1710.00%4 4— $1,171 新建仓
FSLR FIRST SOLAR INC $1,1800.00%5 5— $1,180 新建仓
GOLF ACUSHNET HOLDINGS CORP $1,1880.00%10 10— $1,188 新建仓
HOOD ROBINHOOD MARKETS INC $1,2030.00%12 12— $1,203 新建仓
COF CAPITAL ONE FINANCIAL CORP $1,2040.00%6 6— $1,204 新建仓
KR KROGER CO (THE) $1,2310.00%22 12120.0% $671 加仓
JLL JONES LANG LASALLE INC $1,2400.00%4 4— $1,240 新建仓
MRP MILLROSE PROPERTIES INC $1,2430.00%41 12.5% $30 加仓
RBLX ROBLOX CORPORATION $1,2510.00%23 00.0% — 不变
MRNA MODERNA INC $1,2610.00%18 12200.0% $841 重新持有
EWG ISHARES MSCI GERMANY ETF $1,2660.00%31 13.3% $41 加仓
MTD METTLER-TOLEDO INTERNATIONAL $1,2780.00%1 1— $1,278 新建仓
PGR PROGRESSIVE CORP-OHIO $1,3110.00%6 6— $1,311 新建仓
CME CME GROUP INC $1,3250.00%6 -1-14.3% -$221 重新持有
KTB KONTOOR BRANDS INC $1,3320.00%16 00.0% — 不变
TDG TRANSDIGM GROUP INCORPORATED $1,3320.00%1 1— $1,332 新建仓
COGT COGENT BIOSCIENCES INC $1,3550.00%35 35— $1,355 新建仓
KRG KITE REALTY GROUP TRUST $1,3620.00%48 00.0% — 不变
LFUS LITTELFUSE INC $1,3680.00%3 3— $1,368 新建仓
FELE FRANKLIN ELECTRIC CO INC $1,3930.00%13 13— $1,393 新建仓
— QORVO INC $1,3990.00%15 15— $1,399 新建仓
BX BLACKSTONE INC $1,4120.00%12 12— $1,412 新建仓
AIR AAR CORP $1,4290.00%10 10— $1,429 新建仓
WST WEST PHARMACEUTICAL SVCS INC $1,4360.00%4 4— $1,436 新建仓
DLTR DOLLAR TREE INC $1,4510.00%12 00.0% — 不变
CLS CELESTICA INC $1,4590.00%4 4— $1,459 新建仓
RAMP LIVERAMP HOLDINGS INC $1,4680.00%39 39— $1,468 新建仓
CLVT CLARIVATE PLC $1,4820.00%686 00.0% — 不变
MCK MCKESSON CORP $1,5110.00%2 2— $1,511 新建仓
ONTO ONTO INNOVATION INC $1,5140.00%4 4— $1,514 新建仓
BCPC BALCHEM CORP $1,5210.00%9 9— $1,521 新建仓
EXEL EXELIXIS INC $1,5230.00%28 -272-90.7% -$1.48万 重新持有
SLB SLB LIMITED $1,5810.00%34 34— $1,581 新建仓
ITT ITT INC $1,5820.00%8 8— $1,582 新建仓
RCL ROYAL CARIBBEAN GROUP $1,5880.00%5 5— $1,588 新建仓
ISRG INTUITIVE SURGICAL INC $1,5910.00%4 -609-99.3% -$24.22万 重新持有
JBTM JBT MAREL CORPORATION $1,6010.00%11 00.0% — 不变
BKNG BOOKING HOLDINGS INC $1,6040.00%9 -30-76.9% -$5,347 重新持有
NRG NRG ENERGY INC $1,6210.00%11 337.5% $442 加仓
WMB WILLIAMS COMPANIES INC $1,6350.00%22 22— $1,635 新建仓
DIOD DIODES INC $1,6420.00%15 15— $1,642 新建仓
CSW CSW INDUSTRIALS INC $1,6700.00%6 6— $1,670 新建仓
SJM SMUCKER J M COMPANY $1,6810.00%15 00.0% — 不变
BA BOEING CO $1,7320.00%8 -414-98.1% -$8.96万 重新持有
IQV IQVIA HOLDINGS INC $1,7390.00%9 7350.0% $1,353 重新持有
BTC GRAYSCALE BITCOIN MINI TR ETF $1,8420.00%71 00.0% — 不变
SCHW CHARLES SCHWAB CORP NEW $1,8450.00%20 20— $1,845 新建仓
FREL FIDELITY COVINGTON TRUST $1,8460.00%63 63— $1,846 新建仓
GM GENERAL MOTORS COMPANY $1,8500.00%24 -83-77.6% -$6,398 重新持有
AEIS ADVANCED ENERGY INDUSTRIES INC $1,8650.00%5 5— $1,865 新建仓
CHRW C H ROBINSON WORLDWIDE INC $1,8830.00%10 10— $1,883 新建仓
VTRS VIATRIS INC $1,8900.00%119 65120.4% $1,032 重新持有
NOBL PROSHARES S&P 500 DIVIDEND $1,9230.00%34 00.0% — 不变
BLK BLACKROCK INC $1,9230.00%2 2— $1,923 新建仓
COKE COCA COLA CONSOLIDATED INC $1,9280.00%10 00.0% — 不变
— LEGGETT & PLATT INC $1,9290.00%165 10.6% $12 加仓
BIIB BIOGEN INC $1,9450.00%9 -91-91.0% -$1.97万 重新持有
JKS JINKOSOLAR HLDG CO LTD $1,9510.00%116 00.0% — 不变
HII HUNTINGTON INGALLS INDUSTRIES $1,9590.00%7 7— $1,959 新建仓
WGO WINNEBAGO INDUSTRIES INC $1,9640.00%63 23.3% $62 加仓
LPX LOUISIANA PACIFIC CORP $1,9670.00%25 25— $1,967 新建仓
HLT HILTON WORLDWIDE HOLDINGS INC $1,9830.00%6 -2-25.0% -$661 重新持有
CEG CONSTELLATION ENERGY $1,9900.00%8 6300.0% $1,492 加仓
CB CHUBB LTD $2,0440.00%6 6— $2,044 新建仓
CFG CITIZENS FINANCIAL GROUP INC $2,1020.00%30 30— $2,102 新建仓
NOVT NOVANTA INC $2,1090.00%13 -647-98.0% -$10.50万 重新持有
PHYS SPROTT PHYSICAL GOLD TR $2,1120.00%70 00.0% — 不变
BAC BANK OF AMERICA CORP $2,1650.00%38 38— $2,165 新建仓
SPSC SPS COMM INC $2,1720.00%38 00.0% — 不变
HE HAWAIIAN ELECTRIC INDUSTRIES $2,1860.00%162 00.0% — 不变
DTM DT MIDSTREAM INC $2,2310.00%15 00.0% — 不变
SOLV SOLVENTUM CORPORATION $2,2370.00%29 00.0% — 不变
FN FABRINET $2,2480.00%4 4— $2,248 新建仓
BBSI BARRETT BUSINESS SERVICES INC $2,2580.00%64 11.6% $35 加仓
JOBY JOBY AVIATION INC $2,2660.00%254 254— $2,266 新建仓