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
DTE DTE ENERGY COMPANY $5,2590.00%35 412.9% $601 加仓
— WARNER BROS DISCOVERY INC $5,2790.00%198 3118.6% $827 加仓
MTSI MACOM TECHNOLOGY SOLUTIONS $5,3250.00%14 14— $5,325 新建仓
— AIR LIQUIDE-ADR $5,3890.00%136 129.7% $476 加仓
DD DUPONT DE NEMOURS INC $5,4260.00%40 -56-58.3% -$7,596 减仓
KHC KRAFT HEINZ COMPANY (THE) $5,4440.00%231 41.8% $94 加仓
ORLY O REILLY AUTOMOTIVE INC $5,5250.00%60 45300.0% $4,144 重新持有
— BYD CO LTD $5,5770.00%600 00.0% — 不变
RMBS RAMBUS INC $5,7080.00%43 43— $5,708 新建仓
PDI PIMCO DYNAMIC INCOME FUND $5,7110.00%342 342— $5,711 新建仓
GLDM WORLD GOLD TRUST $5,7180.00%72 00.0% — 不变
SIG SIGNET JEWELERS LIMITED $5,7510.00%67 11.5% $86 加仓
DIS WALT DISNEY CO $5,7670.00%60 2887.5% $2,691 加仓
NTR NUTRIEN LTD $5,7790.00%92 11.1% $63 加仓
— BASF SE $5,8030.00%434 00.0% — 不变
CIBR FIRST TRUST EXCHANGE TRADED $5,8200.00%65 00.0% — 不变
VKTX VIKING THERAPEUTICS INC $5,8520.00%150 00.0% — 不变
AVNT AVIENT CORPORATION $5,8600.00%159 21.3% $74 加仓
SPSB SPDR SERIES TRUST $5,9120.00%197 197— $5,912 新建仓
CARR CARRIER GLOBAL CORPORATION $5,9400.00%81 79.5% $513 加仓
— BIOTRICITY INC $5,9850.00%48,263 00.0% — 不变
GE GE AEROSPACE $5,9880.00%16 12300.0% $4,491 加仓
VNO VORNADO REALTY TRUST $6,0250.00%153 00.0% — 不变
VRSN VERISIGN INC $6,0370.00%24 29.1% $503 加仓
STLA STELLANTIS N V $6,1020.00%1,063 -2-0.2% -$11 减仓
MARA MARA HOLDINGS INC $6,1120.00%440 00.0% — 不变
HEI/A HEICO CORPORATION $6,1900.00%24 24— $6,190 新建仓
BIO BIO-RAD LABORATORIES INC CL A $6,4590.00%22 637.5% $1,762 加仓
NUE NUCOR CORP $6,4600.00%29 29— $6,460 新建仓
INCY INCYTE CORPORATION $6,4620.00%57 32128.0% $3,628 加仓
— GLENCORE PLC $6,4790.00%475 00.0% — 不变
— VTV THERAPEUTICS INC $6,5130.00%173 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH $6,5710.00%267 00.0% — 不变
DRI DARDEN RESTAURANTS INC $6,5920.00%32 26.7% $412 加仓
JEPI J P MORGAN EXCHANGE TRADED $6,6080.00%117 117— $6,608 新建仓
FTS FORTIS INC $6,6340.00%116 10.9% $57 加仓
— ELECTRONIC ARTS INC $6,6530.00%32 26.7% $416 加仓
LAMR LAMAR ADVERTISING COMPANY $6,6970.00%43 12.4% $156 加仓
TTWO TAKE TWO INTERACTIVE SOFTWARE $6,7490.00%27 28.0% $500 加仓
MELI MERCADOLIBRE INC $6,7900.00%4 00.0% — 不变
MDLZ MONDELEZ INTERNATIONAL INC $6,8580.00%119 87.2% $461 加仓
MPWR MONOLITHIC POWER SYS INC $6,9120.00%5 5— $6,912 新建仓
VRTX VERTEX PHARMACEUTICALS INC $6,9540.00%14 17.7% $497 加仓
TGT TARGET CORP $6,9830.00%53 1126.2% $1,449 加仓
HOG HARLEY DAVIDSON INC $7,0290.00%287 20.7% $49 加仓
CCS CENTURY COMMUNITIES INC $7,0600.00%99 11.0% $71 加仓
MPLX MPLX LP $7,0980.00%126 00.0% — 不变
MUR MURPHY OIL CORPORATION $7,1760.00%220 20.9% $65 加仓
ZTS ZOETIS INC $7,2770.00%101 55.2% $360 加仓
VGK VANGUARD INTL EQUITY INDEX FD $7,2820.00%82 11.2% $89 加仓
— ESSILORLUXOTTICA $7,3150.00%78 00.0% — 不变
NTRA NATERA INC $7,3290.00%27 27— $7,329 新建仓
BBAX J P MORGAN EXCHANGE TRADED FD $7,4300.00%124 124— $7,430 新建仓
FFIV F5 INC $7,4870.00%18 18— $7,487 新建仓
Q QNITY ELECTRONICS INC $7,6910.00%47 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $7,7020.00%22 746.7% $2,451 加仓
LEN LENNAR CORP $7,7090.00%85 911.8% $816 加仓
HP HELMERICH & PAYNE INC $7,7690.00%237 10.4% $33 加仓
BMY BRISTOL MYERS SQUIBB CO $7,7850.00%135 1714.4% $980 加仓
HUN HUNTSMAN CORP $7,8360.00%738 60.8% $64 加仓
ROP ROPER TECHNOLOGIES INC $7,8390.00%23 29.5% $682 加仓
FDXF FEDEX FREIGHT HOLDING COMPANY $7,8520.00%52 52— $7,852 新建仓
— BEAZER HOMES USA INC $7,8540.00%280 00.0% — 不变
FDIS FIDELITY MSCI CONSUMER $7,9550.00%77 62413.3% $6,405 加仓
VUSB VANGUARD BD INDEX FDS $8,0150.00%161 161— $8,015 新建仓
GPC GENUINE PARTS CO $8,1460.00%69 11.5% $118 加仓
MLM MARTIN MARIETTA MATERIALS INC $8,1740.00%14 555.6% $2,919 加仓
ILMN ILLUMINA INC $8,2640.00%47 27135.0% $4,747 加仓
KDP KEURIG DR PEPPER INC $8,3160.00%254 2310.0% $753 加仓
IP INTERNATIONAL PAPER CO $8,4290.00%221 20.9% $76 加仓
IEX IDEX CORP $8,5090.00%37 00.0% — 不变
— LONZA GROUP AG ZUERICH $8,5260.00%126 00.0% — 不变
VEA VANGUARD FTSE DEVELOPED $8,6080.00%121 10.8% $71 加仓
UNP UNION PACIFIC CORP $8,6190.00%32 623.1% $1,616 加仓
MAN MANPOWERGROUP $8,6690.00%257 52.0% $169 加仓
KMB KIMBERLY CLARK CORPORATION $8,9020.00%81 1420.9% $1,539 加仓
EW EDWARDS LIFESCIENCES CORP $8,9560.00%99 1112.5% $995 加仓
— BITWISE 10 CRYPTO INDEX ETF $9,0190.00%240 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FUNDS $9,0210.00%155 155— $9,021 新建仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $9,1140.00%884 263.0% $268 加仓
BITB BITWISE BITCOIN ETF $9,3030.00%292 00.0% — 不变
ZS ZSCALER INC $9,3160.00%66 1529.4% $2,117 加仓
BKR BAKER HUGHES COMPANY $9,3680.00%169 1811.9% $998 加仓
KVUE KENVUE INC $9,4140.00%493 296.2% $554 加仓
EQIX EQUINIX INC $9,4210.00%9 8800.0% $8,374 重新持有
EXC EXELON CORPORATION $9,5220.00%204 126.2% $560 加仓
SAP SAP SE $9,5790.00%62 11.6% $154 加仓
ORCL ORACLE CORPORATION $9,8220.00%67 -140-67.6% -$2.05万 减仓
ITW ILLINOIS TOOL WORKS INC $9,8520.00%36 1463.6% $3,831 加仓
HRI HERC HOLDINGS INC $9,8880.00%69 00.0% — 不变
WM WASTE MANAGEMENT INC DEL $9,9860.00%45 -22-32.8% -$4,882 减仓
AIZ ASSURANT INC $1.01万0.00%38 00.0% — 不变
BABA ALIBABA GROUP HOLDING LTD $1.02万0.00%106 1415.2% $1,343 加仓
KVYO KLAVIYO INC $1.03万0.00%680 00.0% — 不变
EAT BRINKER INTERNATIONAL INC $1.04万0.00%62 00.0% — 不变
SHEL SHELL PLC $1.05万0.00%135 21.5% $155 加仓
HXL HEXCEL CORP NEW $1.07万0.00%107 1010.3% $997 加仓
BBY BEST BUY COMPANY INC $1.07万0.00%141 2420.5% $1,820 加仓
XME SPDR SER TR $1.07万0.00%100 00.0% — 不变
EOG EOG RES INC $1.07万0.00%83 1522.1% $1,940 加仓