Strengthening Families & Communities, LLC
BOSTON MA · SEC CIK 0001921196
$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
26Q126Q2
前十大持仓 占组合比例
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 | $923 | 0.00% | 12 | 12 | — | $923 | 新建仓 |
| RBA | RB GLOBAL INC | $934 | 0.00% | 8 | 8 | — | $934 | 新建仓 |
| PSA | PUBLIC STORAGE | $955 | 0.00% | 3 | 3 | — | $955 | 新建仓 |
| COMP | COMPASS INC | $962 | 0.00% | 78 | 78 | — | $962 | 新建仓 |
| — | ENDAVA PLC | $996 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| EIDO | ISHARES MSCI INDONESIA ETF | $1,017 | 0.00% | 90 | 2 | 2.3% | $23 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,017 | 0.00% | 15 | 15 | — | $1,017 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,019 | 0.00% | 2 | 2 | — | $1,019 | 新建仓 |
| — | SOFTBANK GROUP | $1,027 | 0.00% | 56 | 56 | — | $1,027 | 新建仓 |
| LECO | LINCOLN ELEC HOLDINGS INC | $1,062 | 0.00% | 4 | 4 | — | $1,062 | 新建仓 |
| — | TOPBUILD CORP | $1,064 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON COMPANY | $1,086 | 0.00% | 32 | 32 | — | $1,086 | 新建仓 |
| FTDR | FRONTDOOR INC | $1,086 | 0.00% | 14 | 14 | — | $1,086 | 新建仓 |
| — | KALARIS THERAPEUTICS INC | $1,091 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COMPANIES INC | $1,092 | 0.00% | 3 | 3 | — | $1,092 | 新建仓 |
| QLYS | QUALYS INC | $1,100 | 0.00% | 8 | 8 | — | $1,100 | 新建仓 |
| CI | CIGNA GROUP (THE) | $1,103 | 0.00% | 4 | 4 | — | $1,103 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,105 | 0.00% | 5 | 5 | — | $1,105 | 新建仓 |
| RPM | RPM INTERNATIONAL INC | $1,112 | 0.00% | 10 | 10 | — | $1,112 | 新建仓 |
| HON | HONEYWELL INTERNATIONAL INC | $1,120 | 0.00% | 5 | 5 | — | $1,120 | 新建仓 |
| MSCI | MSCI INC | $1,120 | 0.00% | 2 | 2 | — | $1,120 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,121 | 0.00% | 2 | 2 | — | $1,121 | 新建仓 |
| DOW | DOW INC | $1,122 | 0.00% | 41 | 41 | — | $1,122 | 新建仓 |
| AYI | ACUITY INC | $1,130 | 0.00% | 3 | 3 | — | $1,130 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,170 | 0.00% | 66 | 66 | — | $1,170 | 新建仓 |
| GNRC | GENERAC HOLDINGS INC | $1,171 | 0.00% | 4 | 4 | — | $1,171 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1,180 | 0.00% | 5 | 5 | — | $1,180 | 新建仓 |
| GOLF | ACUSHNET HOLDINGS CORP | $1,188 | 0.00% | 10 | 10 | — | $1,188 | 新建仓 |
| HOOD | ROBINHOOD MARKETS INC | $1,203 | 0.00% | 12 | 12 | — | $1,203 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $1,204 | 0.00% | 6 | 6 | — | $1,204 | 新建仓 |
| KR | KROGER CO (THE) | $1,231 | 0.00% | 22 | 12 | 120.0% | $671 | 加仓 |
| JLL | JONES LANG LASALLE INC | $1,240 | 0.00% | 4 | 4 | — | $1,240 | 新建仓 |
| MRP | MILLROSE PROPERTIES INC | $1,243 | 0.00% | 41 | 1 | 2.5% | $30 | 加仓 |
| RBLX | ROBLOX CORPORATION | $1,251 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1,261 | 0.00% | 18 | 12 | 200.0% | $841 | 重新持有 |
| EWG | ISHARES MSCI GERMANY ETF | $1,266 | 0.00% | 31 | 1 | 3.3% | $41 | 加仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL | $1,278 | 0.00% | 1 | 1 | — | $1,278 | 新建仓 |
| PGR | PROGRESSIVE CORP-OHIO | $1,311 | 0.00% | 6 | 6 | — | $1,311 | 新建仓 |
| CME | CME GROUP INC | $1,325 | 0.00% | 6 | -1 | -14.3% | -$221 | 重新持有 |
| KTB | KONTOOR BRANDS INC | $1,332 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INCORPORATED | $1,332 | 0.00% | 1 | 1 | — | $1,332 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $1,355 | 0.00% | 35 | 35 | — | $1,355 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST | $1,362 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $1,368 | 0.00% | 3 | 3 | — | $1,368 | 新建仓 |
| FELE | FRANKLIN ELECTRIC CO INC | $1,393 | 0.00% | 13 | 13 | — | $1,393 | 新建仓 |
| — | QORVO INC | $1,399 | 0.00% | 15 | 15 | — | $1,399 | 新建仓 |
| BX | BLACKSTONE INC | $1,412 | 0.00% | 12 | 12 | — | $1,412 | 新建仓 |
| AIR | AAR CORP | $1,429 | 0.00% | 10 | 10 | — | $1,429 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVCS INC | $1,436 | 0.00% | 4 | 4 | — | $1,436 | 新建仓 |
| DLTR | DOLLAR TREE INC | $1,451 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $1,459 | 0.00% | 4 | 4 | — | $1,459 | 新建仓 |
| RAMP | LIVERAMP HOLDINGS INC | $1,468 | 0.00% | 39 | 39 | — | $1,468 | 新建仓 |
| CLVT | CLARIVATE PLC | $1,482 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $1,511 | 0.00% | 2 | 2 | — | $1,511 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $1,514 | 0.00% | 4 | 4 | — | $1,514 | 新建仓 |
| BCPC | BALCHEM CORP | $1,521 | 0.00% | 9 | 9 | — | $1,521 | 新建仓 |
| EXEL | EXELIXIS INC | $1,523 | 0.00% | 28 | -272 | -90.7% | -$1.48万 | 重新持有 |
| SLB | SLB LIMITED | $1,581 | 0.00% | 34 | 34 | — | $1,581 | 新建仓 |
| ITT | ITT INC | $1,582 | 0.00% | 8 | 8 | — | $1,582 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,588 | 0.00% | 5 | 5 | — | $1,588 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,591 | 0.00% | 4 | -609 | -99.3% | -$24.22万 | 重新持有 |
| JBTM | JBT MAREL CORPORATION | $1,601 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $1,604 | 0.00% | 9 | -30 | -76.9% | -$5,347 | 重新持有 |
| NRG | NRG ENERGY INC | $1,621 | 0.00% | 11 | 3 | 37.5% | $442 | 加仓 |
| WMB | WILLIAMS COMPANIES INC | $1,635 | 0.00% | 22 | 22 | — | $1,635 | 新建仓 |
| DIOD | DIODES INC | $1,642 | 0.00% | 15 | 15 | — | $1,642 | 新建仓 |
| CSW | CSW INDUSTRIALS INC | $1,670 | 0.00% | 6 | 6 | — | $1,670 | 新建仓 |
| SJM | SMUCKER J M COMPANY | $1,681 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1,732 | 0.00% | 8 | -414 | -98.1% | -$8.96万 | 重新持有 |
| IQV | IQVIA HOLDINGS INC | $1,739 | 0.00% | 9 | 7 | 350.0% | $1,353 | 重新持有 |
| BTC | GRAYSCALE BITCOIN MINI TR ETF | $1,842 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP NEW | $1,845 | 0.00% | 20 | 20 | — | $1,845 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $1,846 | 0.00% | 63 | 63 | — | $1,846 | 新建仓 |
| GM | GENERAL MOTORS COMPANY | $1,850 | 0.00% | 24 | -83 | -77.6% | -$6,398 | 重新持有 |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | $1,865 | 0.00% | 5 | 5 | — | $1,865 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $1,883 | 0.00% | 10 | 10 | — | $1,883 | 新建仓 |
| VTRS | VIATRIS INC | $1,890 | 0.00% | 119 | 65 | 120.4% | $1,032 | 重新持有 |
| NOBL | PROSHARES S&P 500 DIVIDEND | $1,923 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1,923 | 0.00% | 2 | 2 | — | $1,923 | 新建仓 |
| COKE | COCA COLA CONSOLIDATED INC | $1,928 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $1,929 | 0.00% | 165 | 1 | 0.6% | $12 | 加仓 |
| BIIB | BIOGEN INC | $1,945 | 0.00% | 9 | -91 | -91.0% | -$1.97万 | 重新持有 |
| JKS | JINKOSOLAR HLDG CO LTD | $1,951 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDUSTRIES | $1,959 | 0.00% | 7 | 7 | — | $1,959 | 新建仓 |
| WGO | WINNEBAGO INDUSTRIES INC | $1,964 | 0.00% | 63 | 2 | 3.3% | $62 | 加仓 |
| LPX | LOUISIANA PACIFIC CORP | $1,967 | 0.00% | 25 | 25 | — | $1,967 | 新建仓 |
| HLT | HILTON WORLDWIDE HOLDINGS INC | $1,983 | 0.00% | 6 | -2 | -25.0% | -$661 | 重新持有 |
| CEG | CONSTELLATION ENERGY | $1,990 | 0.00% | 8 | 6 | 300.0% | $1,492 | 加仓 |
| CB | CHUBB LTD | $2,044 | 0.00% | 6 | 6 | — | $2,044 | 新建仓 |
| CFG | CITIZENS FINANCIAL GROUP INC | $2,102 | 0.00% | 30 | 30 | — | $2,102 | 新建仓 |
| NOVT | NOVANTA INC | $2,109 | 0.00% | 13 | -647 | -98.0% | -$10.50万 | 重新持有 |
| PHYS | SPROTT PHYSICAL GOLD TR | $2,112 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $2,165 | 0.00% | 38 | 38 | — | $2,165 | 新建仓 |
| SPSC | SPS COMM INC | $2,172 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELECTRIC INDUSTRIES | $2,186 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $2,231 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION | $2,237 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $2,248 | 0.00% | 4 | 4 | — | $2,248 | 新建仓 |
| BBSI | BARRETT BUSINESS SERVICES INC | $2,258 | 0.00% | 64 | 1 | 1.6% | $35 | 加仓 |
| JOBY | JOBY AVIATION INC | $2,266 | 0.00% | 254 | 254 | — | $2,266 | 新建仓 |