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
CL COLGATE PALMOLIVE COMPANY $2,2920.00%25 25— $2,292 新建仓
D DOMINION ENERGY INC $2,3730.00%35 1145.8% $746 加仓
INDY ISHARES $2,3900.00%55 00.0% — 不变
FICO FAIR ISAAC INC $2,3900.00%2 1100.0% $1,195 加仓
KSS KOHLS CORP $2,4100.00%136 21.5% $35 加仓
EPD ENTERPRISE PRODUCTS PARTNERS $2,4480.00%67 00.0% — 不变
— VESTAS WIND SYSTEMS AS $2,4570.00%261 00.0% — 不变
— VOLKSWAGEN AG $2,4600.00%30 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $2,4930.00%85 1521.4% $440 加仓
BBEU J P MORGAN EXCHANGE TRADED FD $2,5290.00%33 33— $2,529 新建仓
TDOC TELADOC HEALTH INC $2,6120.00%308 00.0% — 不变
IDXX IDEXX LABORATORIES CORP $2,6320.00%5 -497-99.0% -$26.16万 重新持有
ERAS ERASCA INC $2,6750.00%146 146— $2,675 新建仓
MO ALTRIA GROUP INC $2,7340.00%38 38— $2,734 新建仓
SOFI SOFI TECHNOLOGIES INC $2,7430.00%153 -84-35.4% -$1,506 减仓
ESE ESCO TECHNOLOGIES INC $2,8000.00%8 8— $2,800 新建仓
NSIT INSIGHT ENTERPRISES INC $2,8010.00%23 00.0% — 不变
CBRE CBRE GROUP INC $2,8280.00%21 21— $2,828 新建仓
— LIBERTY BROADBAND CORPORATION $2,8600.00%86 00.0% — 不变
VZ VERIZON COMMUNICATIONS $2,8790.00%68 38126.7% $1,609 加仓
HALO HALOZYME THERAPEUTICS INC $2,9740.00%38 38— $2,974 新建仓
RVTY REVVITY INC $3,0290.00%27 00.0% — 不变
ENS ENERSYS $3,0500.00%13 8160.0% $1,877 加仓
ECL ECOLAB INC $3,0650.00%11 11— $3,065 新建仓
PTC PTC INC $3,0670.00%27 -973-97.3% -$11.05万 重新持有
RIVN RIVIAN AUTOMOTIVE INC $3,1060.00%179 -35-16.4% -$607 减仓
WCC WESCO INTERNATIONAL INC $3,1250.00%9 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $3,1250.00%54 00.0% — 不变
— TIDAL TRUST I $3,1730.00%150 -131-46.6% -$2,771 减仓
TTMI TTM TECHNOLOGIES INC $3,1790.00%17 17— $3,179 新建仓
GD GENERAL DYNAMICS CORP $3,1880.00%9 9— $3,188 新建仓
AZO AUTOZONE INC $3,1960.00%1 1— $3,196 新建仓
IREN IREN LIMITED $3,2010.00%70 00.0% — 不变
CLF CLEVELAND CLIFFS INC $3,2110.00%342 00.0% — 不变
— INVESCO EXCHANGE TRADED FD TR $3,2180.00%99 11.0% $33 加仓
SLQD ISHARES TR $3,2360.00%64 00.0% — 不变
WS WORTHINGTON STEEL INC $3,2370.00%96 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $3,2720.00%60 00.0% — 不变
DUK DUKE ENERGY CORPORATION $3,3170.00%26 18225.0% $2,296 加仓
MS MORGAN STANLEY $3,3450.00%16 16— $3,345 新建仓
THC TENET HEALTHCARE CORPORATION $3,3670.00%18 00.0% — 不变
AXP AMERICAN EXPRESS COMPANY $3,3830.00%10 10— $3,383 新建仓
ENPH ENPHASE ENERGY INC $3,3980.00%69 39130.0% $1,921 加仓
BHE BENCHMARK ELECTRONICS INC $3,4530.00%35 35— $3,453 新建仓
LCII LCI INDUSTRIES $3,4950.00%33 00.0% — 不变
ELV ELEVANCE HEALTH INC $3,5100.00%9 480.0% $1,560 加仓
ALB ALBEMARLE CORPORATION $3,5230.00%26 00.0% — 不变
OI O I GLASS INC $3,5440.00%368 00.0% — 不变
QTUM ETF SER SOLUTIONS $3,6670.00%22 00.0% — 不变
AMCR AMCOR PLC $3,6680.00%85 22.4% $86 加仓
WFC WELLS FARGO & CO $3,7190.00%45 45— $3,719 新建仓
CC CHEMOURS COMPANY (THE) $3,7450.00%183 -1-0.5% -$20 减仓
INGR INGREDION INC $3,7470.00%40 12.6% $94 加仓
EXPD EXPEDITORS INTERNATIONAL OF $3,7670.00%23 23— $3,767 新建仓
NPO ENPRO INC $3,7730.00%10 10— $3,773 新建仓
VHT VANGUARD WORLD FUNDS $3,7790.00%13 00.0% — 不变
RTX RTX CORPORATION $3,7950.00%20 -2,319-99.1% -$44.00万 重新持有
SPYD SPDR SERIES TRUST $3,8170.00%80 80— $3,817 新建仓
FUTY FIDELITY COVINGTON TR $3,8560.00%66 66— $3,856 新建仓
BCC BOISE CASCADE COMPANY $3,9160.00%50 00.0% — 不变
C CITIGROUP INC $3,9190.00%28 28— $3,919 新建仓
FIX COMFORT SYSTEMS USA INC $3,9650.00%2 2— $3,965 新建仓
WCN WASTE CONNECTIONS INC $4,0010.00%24 24— $4,001 新建仓
LEA LEAR CORPORATION $4,0220.00%30 00.0% — 不变
TMUS T MOBILE US INC $4,0760.00%24 526.3% $849 加仓
ODFL OLD DOMINION FREIGHT LINES INC $4,1190.00%19 19— $4,119 新建仓
DLR DIGITAL REALTY TRUST INC $4,1550.00%23 23— $4,155 新建仓
LUV SOUTHWEST AIRLINES CO $4,2850.00%83 1216.9% $620 加仓
ZM ZOOM COMMUNICATIONS INC $4,3160.00%50 00.0% — 不变
PWR QUANTA SERVICES INC $4,3230.00%6 120.0% $720 加仓
RHI ROBERT HALF INC $4,3350.00%141 21.4% $61 加仓
EQT EQT CORPORATION $4,3600.00%82 67446.7% $3,562 重新持有
PHIN PHINIA INC $4,4020.00%53 00.0% — 不变
XYLD GLOBAL X FUNDS $4,4460.00%109 109— $4,446 新建仓
GBX GREENBRIER COMPANIES INC $4,4470.00%91 11.1% $49 加仓
REG REGENCY CENTERS CORPORATION $4,4650.00%56 56— $4,465 新建仓
UHS UNIVERSAL HEALTH SERVICES INC $4,4760.00%30 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC $4,5200.00%79 00.0% — 不变
PM PHILIP MORRIS INTERNATIONAL $4,5230.00%25 25— $4,523 新建仓
MCO MOODYS CORP $4,5370.00%10 10— $4,537 新建仓
LNTH LANTHEUS HOLDINGS INC $4,5490.00%41 00.0% — 不变
OXY OCCIDENTAL PETE CORP $4,5690.00%94 89.3% $389 加仓
UFPI UFP INDUSTRIES INC $4,5920.00%51 12.0% $90 加仓
FIG FIGMA INC $4,6130.00%255 00.0% — 不变
COHU COHU INC $4,6560.00%63 63— $4,656 新建仓
— GOLDMINING INC $4,7060.00%5,189 2,689107.6% $2,439 加仓
ACLS AXCELIS TECHNOLOGIES INC $4,7360.00%25 00.0% — 不变
EUV CORGI ETF TR I $4,7970.00%150 150— $4,797 新建仓
AIOT POWERFLEET INC $4,8990.00%1,279 00.0% — 不变
NKE NIKE INC $4,9260.00%120 2020.0% $821 加仓
FUL H B FULLER & CO $5,0130.00%86 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $5,0570.00%5 -999-99.5% -$101.04万 重新持有
NXPI NXP SEMICONDUCTORS N V $5,0590.00%18 00.0% — 不变
VTR VENTAS INC $5,0620.00%57 46418.2% $4,085 重新持有
ASTS AST SPACEMOBILE INC $5,0650.00%57 714.0% $622 加仓
NVT NVENT ELECTRIC PLC $5,0880.00%30 30— $5,088 新建仓
MCHP MICROCHIP TECHNOLOGY INC $5,1210.00%56 56— $5,121 新建仓
WOR WORTHINGTON ENTERPRISES INC $5,1620.00%96 00.0% — 不变
RL RALPH LAUREN CORPORATION $5,2180.00%13 13— $5,218 新建仓
XNIEX VIRTUS EQUITY & CONVERTIBLE $5,2250.00%195 52.6% $134 加仓